Office 365 Migration Technical Overview

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Faculty & Staff Migration to Office 365
Technical Overview: Exchange Mailbox Migration Process
      
August 31
st
, 2017
 
Information Technology Services
 
Presenter:
Ian Thomas
 
Technical Migration 
 In Context
Office 365 Migration – What is Office 365?
UofT
 
UTORexchange
 
File Servers
 
SharePoint
 
Changes at the desktop/device
Access to Office 365 Services
Mailbox Consolidation
Credential Change
Microsoft Office 2016
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Office 365 Migration – End User Impact
 
Changes at the desktop/device
Access to Office 365 Services
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Office 365 Migration – End User Impact
Changes at the desktop/device
Mailbox Consolidation
Office 365 Migration – End User Impact
 
Primary SMTP Address
 
 
 
 
 
 
 
 
 
 
 
 
@
@
@
 
?
Ian.thomas@utoronto.ca
ian.thomas@mail.utoronto.ca
ian.thomas@dept.utoronto.ca
Mailbox
 
Office 365 Migration – End User Impact
 
Changes at the desktop/device
Credential Change
Current Exchange credentials will not work with the
cloud
NetBIOS – e.g. utorarbor\thomasia
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Office 365 Migration – End User Impact
 
Changes at the desktop/device
Credential Change
Current Exchange credentials will not work with the
cloud
NetBIOS – e.g. utorarbor\thomasia
New credentials required
Primary Email Address/UTORid Password
WebLogin (for clients that support Modern Auth)
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Office 365 Migration – End User Impact
 
Changes at the desktop/device
Upgrade to Microsoft Office 2016
At the Office
At Home
On Mobile
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Office 365 Migration – End User Impact
 
Changes at the desktop/device
Upgrade to Microsoft Office 2016
At the Office
At Home
On Mobile
Office Pro Plus
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Office 365 Migration – Email Migration
 
Phase 1 - UTORexchange Mailbox Migration
~19,000 UTORexchange mailboxes
~1,200 Medicine mailboxes
Phase 2 – UTORmail migration
Phase 3 – Decommission Legacy Environments
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Office 365 Migration – Email Migration
 
Phase 1 - UTORexchange Mailbox Migration
~19,000 UTORexchange mailboxes
~1,200 Medicine mailboxes
Phase 2 – UTORmail migration
Phase 3 – Decommission Legacy Environments
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Office 365 Migration – Current Environment
Exchange
Clients
UTORad
UTORarbor
Medicine
 
UTORmail (IMAP)
(~45,000 mailboxes)
@utoronto.ca
Enterprise AD
 
500,000
faculty/staff/students/alumni
 
UTORexchange
(~19,000 mailboxes)
@utoronto.ca
 
UTmail+
(230,000 students/alumni)
@utoronto.ca, @mail.utoronto.ca,
 @alum.utoronto.ca
 
1,200
faculty/staff
One Way AD Trust
Federated
ADFS
 
Medicine Exchange
(~1,200 mailboxes)
@utoronto.ca
Azure AD
Connect
 
40,000
faculty/staff
 
UTORmail
 
UTORexchange
 
UTmail+
 
Medicine Exchange
Office 365 Migration – Project Phases
Exchange
Clients
UTORad
UTORarbor
Medicine
UTORmail
Enterprise AD
UTORexchange
One Way AD Trust
Federated
ADFS
Medicine Exchange
Azure AD
Connect
EAD UTORexchange
 
Phase 1
 
Phase 1
 
Phase 2
 
Phase 2
 
Phase 3
UTmail+
 
Office 365 Migration – Migration Tools
 
Exchange Hybrid Migration (Oxford Plan)
Priasoft Migration Suite for O365
Dell/Quest Migration Manager for Exchange (MMEX)
Code Two Exchange Migration Suite
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Office 365 Migration – MMEX
 
Mailbox/Calendar/Public Folder Migration Tool
Maintains co-existence via synchronization and
attribute manipulation
Dell-EMC/Quest
 
 
 
 
 
 
 
 
 
 
 
 
 
Office 365 Migration – MMEX Install/Config
Exchange
Clients
UTORad
UTORarbor
Medicine
UTORmail
Enterprise AD
UTORexchange
UTmail+
One Way AD Trust
Federated
ADFS
Medicine Exchange
Azure AD
Connect
EAD UTORexchange
 
MMEX
 
MMAD
 
Exchange Federation
(Free Busy)
 
@exchange.utoronto.ca
 
@o365migrated.ad.utoronto.ca,
utoronto.onmicrosoft.com
 
@utoronto.onmicrosoft.com
@O365migrated.ad.utoronto.ca
 
@exchange.utoronto.ca
 
1. Install Migration Manager for Exchange (MMEX)
2. Install Migration Manager for AD (MMAD)
3. Establish Federation for free/busy between UTORarbor/Medicine and Office 365
4. Establish mail flow between UTORexchange/Medicine and Office 365 for
 @O365migrated.ad.utoronto.ca, @utoronto.onmicrosoft.com and @exchange.utoronto.ca
Office 365 Migration – Considerations
UTORarbor
Email
Calendaring
Free/Busy Lookup
Delegation
Office 365 Migration – Considerations
UTORarbor
 
@utoronto.ca
@alum.utoronto.ca
 
@utoronto.ca
@mail.utoronto.ca
 
@utoronto.ca
 
@utoronto.ca
@alum.utoronto.ca
 
@utoronto.ca
@mail.utoronto.ca
 
dept@utoronto.ca
 
Delegate
 
Read
 
Full Access
 
1. Primary SMTP Addresses
2. D
ependencies
 
Single Role
 
Multi-Role
 
Office 365 Migration – Engage Department
 
Internal Audit
 
Office 365 Migration – Engage Department
Office 365 Migration – 
Single Role Pre-stage
One Way Trust
Federated
ADFS
Azure AD
Connect
UTORarbor
Enterprise AD
 
MMEX Mailbox Sync
 
UPN:@utoronto.onmicrosoft.com
SMTP:
@utoronto.ca
, @utoronto.onmicrosoft.com
 
1. MMEX creates un-federated O365 User account
2. MMEX synchronizes mailbox content (ongoing)
SMTP:
@utoronto.ca, 
@exchange.utoronto.ca
 
Fwd:@exchange.utoronto.ca
 
Contact
SMTP:
@utoronto.ca
Fwd: @utoronto.onmicrosoft.com
 
Final Mailbox Sync
Office 365 Migration – 
Single Role Cutover
One Way Trust
Federated
ADFS
UTORarbor
Enterprise AD
 
UPN:@utoronto.onmicrosoft.com
SMTP:
@utoronto.ca, 
@exchange.utoronto.ca
 
SMTP:
@utoronto.ca
O365 Enabled
Azure AD
Connect
 
EAD account Linked to
O365 account by Azure
AD connect
 
1.
Forwarder removed from O365 mailbox
2.
Forwarder established on on-prem mailbox
3.
@utoronto.ca address removed from on-prem mailbox
4.
Contact created on-prem for @utoronto.ca address with
forwarding to @O365migrated.ad.utoronto.ca address
5.
MMEX Final Mailbox Sync
6.
@utoronto.ca address assigned to EAD account, Primary
SMTP/UPN set, EAD account enabled for O365
7.
Azure AD Connect Links EAD account with O365 account
 
Fwd:@exchange.utoronto.ca
 
Fwd:@utoronto.onmicrosoft.com
 
UPN:@utoronto.ca
 
SMTP:
@utoronto.ca
, @utoronto.onmicrosoft.com
 
UPN:@utoronto.ca
Office 365 Migration – 
Multi-Role Pre-stage
One Way Trust
Federated
ADFS
Azure AD
Connect
UTORarbor
Enterprise AD
 
MMEX Mailbox Sync
@utoronto.ca
 
UPN:@O365migrated.ad.utoronto.ca
SMTP:
@utoronto.ca
, @o365migrated.ad.utoronto.ca
 
1. MMEX creates un-federated O365 User account
2. MMEX synchronizes mailbox content (ongoing)
@exchange.utoronto.ca
 
Fwd:@exchange.utoronto.ca
UPN: @mail.utoronto.ca
SMTP:
@mail.utoronto.ca
O365 Enabled
UPN:@mail.utoronto.ca
SMTP:
@mail.utoronto.ca
, @utoronto.onmicrosoft.com
 
Final Mailbox Sync
Office 365 Migration – 
Multi-Role Cutover
One Way Trust
Federated
ADFS
UTORarbor
Enterprise AD
 
UPN:@O365migrated.ad.utoronto.ca
 
SMTP:
@utoronto.ca
, @O365migrated.ad.utoronto.ca
 
@utoronto.ca
@exchange.utoronto.ca
 
Contact
@utoronto.ca
Fwd: @utoronto.onmicrosoft.com
Azure AD
Connect
 
Mailbox contents
Merged into  pre-existing
 
1.
Forwarder removed from O365 mailbox
2.
Forwarder established on on-prem mailbox
3.
@utoronto.ca address removed from on-prem mailbox
4.
Contact created on-prem for @utoronto.ca address with
forwarding to @utoronto.ca.onmicrosoft.com address
5.
MMEX Final Mailbox Sync
6.
@utoronto.ca address assigned to EAD account, Primary
SMTP/UPN set
7.
EAD account changes propagated to O365 account
8.
Merge from staging mailbox into production mailbox
9.
Temporary staging account/mailbox removed
 
Fwd:@exchange.utoronto.ca
 
Fwd:@utoronto.onmicrosoft.com
 
UPN: @mail.utoronto.ca
SMTP:
@mail.utoronto.ca
O365 Enabled
 
UPN:@mail.utoronto.ca
SMTP:
@mail.utoronto.ca
,@utoronto.onmicrosoft.com
 
UPN: @utoronto.ca
SMTP:
@utoronto.ca
, @mail.utoronto.ca
O365 Enabled
 
UPN: @utoronto.ca
SMTP:
@utoronto.ca
, @mail.utoronto.ca, @utoronto.onmicrosoft.com
Office 365 Migration – At the Desktop
UTORexchange
Profile
 
Office 365
Profile
Desktop migration tool creates new Outlook profile
pointing at O365 mailbox, migrates old profile settings
 
Settings Copied
 
Office 365 Migration – At the Desktop
 
UTORexchange
Profile
 
Office 365
Profile
 
Desktop migration tool creates new Outlook profile
pointing at O365 mailbox, migrates old profile settings
 
 
User starts Outlook and is prompted for authentication
primary email address and UTORid password
   
      or
WebLogin (if enabled for Modern Authentication)
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Settings Copied
 
Office 365 Migration – On Mobile
 
Depending on device, credential change or profile re-
creation will be required
Profile creation experience will be much improved over
current UTORexchange experience
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Office 365 Migration – On Mobile
Current UTORexchange experience on iOS
Office 365 Migration – On Mobile
New UTmail+ experience on iOS
 
 
 
 
 
{Demo}
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Office 365 Migration – On The Web
 
Enterprise AD – Other Topics/Questions
 
Other Topics/Questions
 
 
 
Slide Note
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This presentation provides a technical overview of the migration process for Information Technology Services Faculty & Staff to Office 365. It covers aspects such as Exchange mailbox migration, end user impacts, changes in desktop/device access, and upgrading to Microsoft Office 2016. Key points include credential changes, mailbox consolidation, and the need for new credentials to align with the cloud-based system.

  • Office 365 Migration
  • IT Services
  • Exchange Mailbox
  • End User Impact
  • Microsoft Office

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  1. + Information Technology Services Faculty & Staff Migration to Office 365 Technical Overview: Exchange Mailbox Migration Process August 31st, 2017 Presenter: Ian Thomas

  2. +Technical Migration In Context Advisory & Consulting Communication Awareness Outreach Migration Management Technical Migration HQ and Governance Technical Management Everyday Support

  3. + Office 365 Migration What is Office 365? UofT UTORexchange File Servers SharePoint

  4. + Office 365 Migration End User Impact Changes at the desktop/device Access to Office 365 Services Mailbox Consolidation Credential Change Microsoft Office 2016

  5. + Office 365 Migration End User Impact Changes at the desktop/device Access to Office 365 Services

  6. + Office 365 Migration End User Impact Changes at the desktop/device Mailbox Consolidation Ian.thomas@utoronto.ca @ ? ian.thomas@mail.utoronto.ca @ Mailbox Primary SMTP Address ian.thomas@dept.utoronto.ca @

  7. +Office 365 Migration End User Impact Changes at the desktop/device Credential Change Current Exchange credentials will not work with the cloud NetBIOS e.g. utorarbor\thomasia

  8. +Office 365 Migration End User Impact Changes at the desktop/device Credential Change Current Exchange credentials will not work with the cloud NetBIOS e.g. utorarbor\thomasia New credentials required Primary Email Address/UTORid Password WebLogin (for clients that support Modern Auth)

  9. +Office 365 Migration End User Impact Changes at the desktop/device Upgrade to Microsoft Office 2016 At the Office At Home On Mobile

  10. +Office 365 Migration End User Impact Changes at the desktop/device Upgrade to Microsoft Office 2016 At the Office At Home On Mobile Office Pro Plus

  11. +Office 365 Migration Email Migration Phase 1 - UTORexchange Mailbox Migration ~19,000 UTORexchange mailboxes ~1,200 Medicine mailboxes Phase 2 UTORmail migration Phase 3 Decommission Legacy Environments

  12. +Office 365 Migration Email Migration Phase 1 - UTORexchange Mailbox Migration ~19,000 UTORexchange mailboxes ~1,200 Medicine mailboxes Phase 2 UTORmail migration Phase 3 Decommission Legacy Environments

  13. + Office 365 Migration Current Environment UTORmail UTORmail (IMAP) (~45,000 mailboxes) @utoronto.ca UTORad Enterprise AD One Way AD Trust Azure AD Connect Medicine UTORarbor ADFS 500,000 faculty/staff/students/alumni UTORexchange (~19,000 mailboxes) @utoronto.ca UTORexchange Medicine Exchange Medicine Exchange (~1,200 mailboxes) @utoronto.ca 1,200 40,000 faculty/staff Federated faculty/staff UTmail+ UTmail+ Exchange Clients (230,000 students/alumni) @utoronto.ca, @mail.utoronto.ca, @alum.utoronto.ca

  14. + Office 365 Migration Project Phases UTORmail EAD UTORexchange UTORad Enterprise AD One Way AD Trust Azure AD Connect Phase 3 Medicine UTORarbor ADFS UTORexchange Medicine Exchange Federated UTmail+ Exchange Clients

  15. +Office 365 Migration Migration Tools Exchange Hybrid Migration (Oxford Plan) Priasoft Migration Suite for O365 Dell/Quest Migration Manager for Exchange (MMEX) Code Two Exchange Migration Suite

  16. +Office 365 Migration MMEX Mailbox/Calendar/Public Folder Migration Tool Maintains co-existence via synchronization and attribute manipulation Dell-EMC/Quest

  17. + Office 365 Migration MMEX Install/Config UTORmail EAD UTORexchange UTORad Enterprise AD One Way AD Trust Azure AD Connect MMEX Medicine UTORarbor MMAD ADFS UTORexchange Medicine Exchange Federated @exchange.utoronto.ca 1. Install Migration Manager for Exchange (MMEX) 2. Install Migration Manager for AD (MMAD) 3. Establish Federation for free/busy between UTORarbor/Medicine and Office 365 4. Establish mail flow between UTORexchange/Medicine and Office 365 for @O365migrated.ad.utoronto.ca, @utoronto.onmicrosoft.com and @exchange.utoronto.ca Exchange Clients UTmail+ @o365migrated.ad.utoronto.ca, utoronto.onmicrosoft.com

  18. + Office 365 Migration Considerations UTORarbor Email Delegation Calendaring Free/Busy Lookup

  19. + Office 365 Migration Considerations UTORarbor 1. Primary SMTP Addresses 2. Dependencies Multi-Role @utoronto.ca @utoronto.ca @alum.utoronto.ca @alum.utoronto.ca Single Role Delegate @utoronto.ca @mail.utoronto.ca @mail.utoronto.ca @utoronto.ca @utoronto.ca dept@utoronto.ca

  20. + Office 365 Migration Engage Department Internal Audit

  21. + Office 365 Migration Engage Department

  22. + Office 365 Migration Single Role Pre-stage Enterprise AD UTORarbor Azure AD Connect One Way Trust ADFS SMTP:@utoronto.ca, @exchange.utoronto.ca Federated 1. MMEX creates un-federated O365 User account 2. MMEX synchronizes mailbox content (ongoing) UPN:@utoronto.onmicrosoft.com SMTP:@utoronto.ca, @utoronto.onmicrosoft.com Fwd:@exchange.utoronto.ca

  23. + Office 365 Migration Single Role Cutover Enterprise AD UTORarbor Azure AD Connect One Way Trust ADFS UPN:@utoronto.ca SMTP:@utoronto.ca O365 Enabled SMTP:@utoronto.ca, @exchange.utoronto.ca Fwd:@utoronto.onmicrosoft.com Federated Contact SMTP:@utoronto.ca Fwd: @utoronto.onmicrosoft.com 1. Forwarder removed from O365 mailbox 2. Forwarder established on on-prem mailbox 3. @utoronto.ca address removed from on-prem mailbox 4. Contact created on-prem for @utoronto.ca address with forwarding to @O365migrated.ad.utoronto.ca address 5. MMEX Final Mailbox Sync 6. @utoronto.ca address assigned to EAD account, Primary SMTP/UPN set, EAD account enabled for O365 7. Azure AD Connect Links EAD account with O365 account UPN:@utoronto.ca UPN:@utoronto.onmicrosoft.com SMTP:@utoronto.ca, @utoronto.onmicrosoft.com Fwd:@exchange.utoronto.ca

  24. + Office 365 Migration Multi-Role Pre-stage Enterprise AD UTORarbor Azure AD Connect One Way Trust ADFS UPN: @mail.utoronto.ca SMTP:@mail.utoronto.ca O365 Enabled @exchange.utoronto.ca Federated @utoronto.ca UPN:@mail.utoronto.ca SMTP:@mail.utoronto.ca, @utoronto.onmicrosoft.com 1. MMEX creates un-federated O365 User account 2. MMEX synchronizes mailbox content (ongoing) UPN:@O365migrated.ad.utoronto.ca SMTP:@utoronto.ca, @o365migrated.ad.utoronto.ca Fwd:@exchange.utoronto.ca

  25. + Office 365 Migration Multi-Role Cutover Enterprise AD UTORarbor Azure AD Connect One Way Trust ADFS UPN: @utoronto.ca SMTP:@utoronto.ca, @mail.utoronto.ca UPN: @mail.utoronto.ca SMTP:@mail.utoronto.ca O365 Enabled O365 Enabled @exchange.utoronto.ca Mailbox contents Merged into pre-existing Federated Contact @utoronto.ca Fwd: @utoronto.onmicrosoft.com @utoronto.ca Fwd:@utoronto.onmicrosoft.com 1. Forwarder removed from O365 mailbox 2. Forwarder established on on-prem mailbox 3. @utoronto.ca address removed from on-prem mailbox 4. Contact created on-prem for @utoronto.ca address with forwarding to @utoronto.ca.onmicrosoft.com address 5. MMEX Final Mailbox Sync 6. @utoronto.ca address assigned to EAD account, Primary SMTP/UPN set 7. EAD account changes propagated to O365 account 8. Merge from staging mailbox into production mailbox 9. Temporary staging account/mailbox removed UPN:@mail.utoronto.ca SMTP:@mail.utoronto.ca,@utoronto.onmicrosoft.com SMTP:@utoronto.ca, @mail.utoronto.ca, @utoronto.onmicrosoft.com UPN: @utoronto.ca UPN:@O365migrated.ad.utoronto.ca SMTP:@utoronto.ca, @O365migrated.ad.utoronto.ca Fwd:@exchange.utoronto.ca

  26. + Office 365 Migration At the Desktop Desktop migration tool creates new Outlook profile pointing at O365 mailbox, migrates old profile settings Settings Copied UTORexchange Profile Office 365 Profile

  27. + Office 365 Migration At the Desktop Desktop migration tool creates new Outlook profile pointing at O365 mailbox, migrates old profile settings Settings Copied UTORexchange Profile Office 365 Profile User starts Outlook and is prompted for authentication primary email address and UTORid password or WebLogin (if enabled for Modern Authentication)

  28. + Office 365 Migration On Mobile Depending on device, credential change or profile re- creation will be required Profile creation experience will be much improved over current UTORexchange experience

  29. + Office 365 Migration On Mobile Current UTORexchange experience on iOS

  30. + Office 365 Migration On Mobile New UTmail+ experience on iOS

  31. + Office 365 Migration On The Web {Demo}

  32. +Enterprise AD Other Topics/Questions Other Topics/Questions

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