Exchange migration planning

Plan and prepare migration

Before starting your Exchange migration, plan carefully to ensure success. Evaluate your existing infrastructure—hardware, software, and network—for any compatibility issues.

Choose the best migration method for your needs, whether it’s cutover, staged, hybrid, or another approach. Clearly define which data will be moved, archived, or deleted. A well-considered plan will help you navigate potential challenges and achieve a smooth Exchange migration.

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Migration prerequisites

Pre-migration activities

Start by preparing Active Directory (AD) and domains to ensure they are properly configured for the migration. Next, install the Exchange server on your computer. Once installed, create the necessary mailboxes and public folders on the server to support the migration process.

Assign the required permissions to the admin account on both the source and target Exchange servers. This will enable the admin to list and migrate other user mailboxes within your organization. Additionally, configure throttling and message-size limits to optimize performance and prevent any disruptions during the migration.

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Migration process

Exchange migration using EdbMails

EdbMails makes Exchange migration straightforward with its intuitive software interface, accommodating transitions across various Exchange server environments. It features automated processes and real-time monitoring for a secure and efficient migration.

  • Step 1: Download and install EdbMails software
  • Step 2: Connect to source Exchange server
  • Step 3: Choose mailboxes for migration
  • Step 4: Connect to target Exchange server
  • Step 5: Configure mailbox mapping option and initiate migration
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Post-migration

Post-migration activities

Upon completing the Exchange migration, update the MX records to direct emails to the new server and configure the Autodiscover record for proper Outlook connectivity.

Clear the Auto-Complete list in Outlook, set up new profiles for users with the latest Outlook version, and configure them with the new server settings. Test email functionality to ensure everything is operational. Finally, after verifying data integrity, decommission the old Exchange server and associated domains.

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