Join experts J. Peter Bruzzese, Microsoft MVP, and Jeff Shahan, migration guru at Quest, as they pull together their real-world migration experience to outline five potential migration risks and how to avoid them.
3. J. Peter Bruzzese
Office Servers and Services MVP (7x awardee)
(Exchange/Office 365 MVP)
Certifications:
Microsoft Certified Trainer
Triple-MCSE (MCSE for NT 4.0/2000/2003)
MCITP: Messaging (2007, 2010 and 2013)
Co-Founder of ClipTraining.com and ConversationalGeek.com
Technical author with over a dozen books sold internationally
Technical speaker for Techmentor, Connections, MEC and TechEd/Ignite
Journalist for MSExchange.org, Redmond Magazine (and others)
Journalist for InfoWorld (Enterprise Windows column) and Petri.com
Instructor for Pluralsight on Exchange 2010/2013/2016/O365 courses
Strategic Technical Consultant for Mimecast
4. • First, we’ll go through 5 migration headaches
• Note: Each will have a real-world anecdote connected
• Second, we’ll hear from Quest and learn more about their
migration methodology to help eliminate those headaches
• Finally, we’ll do a Q&A
Agenda
5. • The move to Office 365 requires decisions on your part:
• What kind of migration? (cutover, hybrid – SSO?)
• Will I perform my own migration or use a third-party software
solution to assist?
• Will I pull in consultants for discover and configuration
assistance?
• The Misinformation Bifurcation
• One organization with 1500 mailboxes thought they could
cutover to Office 365 in a weekend
#howbigareyourmailboxes? #multitenentmeansthrottling!
Headache 1: Planning Stress and Misinformation
7. • There is pre-migration prep work you MUST do:
• Clean up your AD before you begin the process of
synchronization
• Microsoft provides a free tool called IDFix (basic tool)
• PSTs may also be a concern (need to locate and resolve)
• Public Folder migration prep work
• The Two Day Bunker Verification
• A 100,000 mailbox migration strategy session to ensure they
company didn’t miss anything
Headache 2: Preparation Gotchas
8. • Many are still working with Lotus or moved to Gmail and now
want to switch over to Office 365
• Data can be moved but configuration settings will not be
preserved (no 1-to-1 migration)
• May be best to seek a third-party to assist
• The Lotus Notes Displacement
• Company acquisition of a 3000 mailbox Lotus environment
• Used a cloud archive solution to assist
Headache 3: Lotus/Gmail Migrations
9. • Most legacy archives will not work (or not work well) with Office
365 and so decisions have to be made
• How to handle? Move to a cloud archive? Move to Office
365? Does Office 365 have an eDiscovery solution to meet
my compliance needs?
• The “Archive in the Closet” Decoupling
• Company had an archive solution on-prem and one of their
options was to unplug it and put it in the closet rather than
worry about rehydrating the data and moving it
Headache 4: Legacy Archive Data
10. • You don’t know what you don’t know – so learn as much as you
can
• Gaps – Security, Availability, Compliance, Monitoring, Backups
etc.
• The “No Backups?!” Hesitation
• Lack of comfortability over the inability to do a point-in-time
restore (aka the Legal Hold Insufficiency)
Headache 5: Day After Gotchas
11. Quest Solutions for Office 365
Jeff Shahan, Sr. Solutions Principle Architect and Migration Subject Matter Expert
14. Confidential14
Consolidate & restructure AD to properly prepare for Azure AD and Office 365
Migration Manager for Active Directory
Migration Manager for AD: Users,
computers, servers, permissions and more
“Can you find tools cheaper than Quest to do an
AD migration? Sure – you’ll work more to make
it run and it won’t expose the skeletons in the
closet that need to be addressed. Quest tools are
the defacto migration tools because they work,
every time.”
- Paul Caron, Supervisor – Platform Services, Maine Medical Center
TVID: 74A-164-B27
15. Confidential15
Key Considerations for Discovery & Analysis
Messaging
assessment
• Type, amount & location
• Attachments
• Usage and need
• PSTs / Public folders
• 3rd-party archives
• Encrypted content
• Delegation relationships
• Required functionality
• Leverage native features
• Archive or rebuild app
• Maintenance schedules
• Backup and/or archive
• Recovery plan
• Security concerns
• Compliance mandates
• Prepare for the unknown
• Locations / distribution
• Bandwidth tests
• Mobile devices
Application
considerations
Contingency
planning
Existing
infrastructure
16. UC Command Suite
Assess, clean up and plan for the optimal future environment
Pre-migration
Post-migration
Exchange pre-migration
insight reports (35 total)
Inventory mailboxes
User mailbox details
Top senders and recipients
Mailbox delegates and
permissions
Clean-up and archive data
Inactive mailboxes
Groups details and activity
Get workforce activity
insights
Provide usage reporting
Multi-platform support
Exchange
Lync/Skype for Business
Office 365
Cisco Unified
Communications Manager
17. Change Auditor for Exchange
Hybrid Support – single view of change activity across O365 and on-prem Exchange
Pre-migration
DuringtheMigration
Post-migration
Get visibility into who has
access to what to identify
possible security gaps
and unauthorized access
Discover system
performance issues
Prepare access plan for
migration consultants or
resources
Get visibility into who is
making what changes
during the migration
Receive live alerts to
email and smartphones
when critical items are
changed (or non-owner
mailboxes are accessed)
Provide automated
reports to auditors
Mailboxes created and
deleted
Users granted access to
another mailbox
Shared mailbox logins and
access events
Non-owner mailbox activity
AND owner
(messages sent, read,
deleted, folders deleted,
etc.)
24. Confidential24
Why is coexistence critical?
1 Limited or inaccurate directory
updates
2
Lack of free/busy information
between systems
3
Inability to reschedule
meetings
4
Improper handling of meeting
cancelations
5
Improper processing of custom
recurring meetings
6
Incomplete processing of
assigned tasks
7
Difficulty scheduling resources
and conflicts between systems
8 Severed application workflow
These pitfalls =
inefficiency,
user disruption
and $$$
26. Confidential26
Post-Migration – Security and Management
Solution Value Add in O365 and Azure AD
Active Roles
Azure AD and Office 365 provisioning, group
management and license management
Change Auditor for Exchange O365 mailbox auditing
Change Auditor for AD Azure AD user/group auditing
Enterprise Reporter for
Exchange
Permissions reporting for sensitive individual or
shared O365 mailboxes
Recovery Manager for
Exchange
O365 email e-discovery
Recovery Manager for Azure AD
Backup and granular restore for Azure AD and
O365 users and groups
UC Command Suite O365 mailbox and user subscription analytics
28. Confidential28
Next Steps
Visit us online
Quest.com/solutions/microsoft-platform-management
• Videos, case studies, product specs, etc.
Try our software
• Free 30-day trials (complimentary SC and Support assistance)
• POC – choose Quest Services or your preferred Partner
Join our community
Quest.com/community
• Product betas, how-to videos, discussions, blogs, tips, etc.