IMAP to Exchange migration
Migrating from IMAP to Exchange is essential for businesses seeking advanced features such as centralized control, robust security, and enhanced collaboration tools. Exchange offers integrated calendaring, contact management, and superior security features like DLP, multi-layered protection, and full Active Directory integration. In contrast, IMAP lacks these capabilities, limiting its effectiveness for complex communication needs. However, this migration poses challenges, including accurate data mapping, folder structure compatibility, preserving email metadata, and minimizing downtime. Additionally, Migrating large mailboxes can affect bandwidth and slow the process.
EdbMails IMAP migration software addresses these challenges with advanced features that ensure a secure and efficient transition. It supports seamless email migration to any Exchange servers such as Exchange 2019, 2016, 2013, 2010, and 2007, while supporting the migration of mailboxes, public folders, archive mailboxes, and shared mailboxes.
Its script-free approach simplifies the process, removing the need for complex PowerShell scripts and making it accessible to users of all technical backgrounds. Incremental migration ensures zero disruption by transferring only new or modified data during subsequent migration operations, safeguarding business continuity. Additionally, advanced filter options allow users to customize the migration, selecting specific emails, folders, or date ranges to optimize time and resources.
The intuitive step-by-step wizard and comprehensive tutorials further simplify the migration process, ensuring even novice users can perform migrations effortlessly. With these robust capabilities, EdbMails guarantees a smooth, secure, and disruption-free IMAP to Exchange migration while maintaining data integrity and operational efficiency.
IMAP to Exchange migration plan
Planning is one of the most important steps before you begin migrating your IMAP data to Exchange. Prepare the target environment to avoid potential risks and data loss. Here is a brief checklist of points to consider before you migrate.
- Remove unused mailboxes, mail items and duplicate files from the source.
- Make an inventory of items before you make the move. These should include but are not limited to the following items.
- User accounts, email addresses and login credentials
- The source and target details, browser and operating systems used
- Network settings, DNS configurations, MX records, firewall settings
- Outlook settings and version you are using in your organization.
- Licensing plans on your current source server
- Active Directory configuration and other dependencies associated with it.
- List of data and permissions from the source server that you want to transfer.
- Determine the size of the data and number of mailboxes you want to migrate.
- Decide if you want to migrate everything at once (cutover migration) or plan to migrate your data in stages (staged migration).
- Decide if you plan to migrate your source mailboxes to Public folders, In-Place Archive or Shared mailboxes.
- Create user mailboxes on the target Exchange server and assign licenses to them.
- Ensure you have enough network capacity and bandwidth to migrate.
- Consider the throttling and message size limits for the migration.
- Communicate the migration plan and changes to your end users and stakeholders.
- Perform a test migration from the source to the target before you start the actual one.
- Start the actual migration, verify the endpoints and update the MX records.
- Check for correct mail flow and configure Outlook for all the users.
- Decommission unused apps and their settings post migration.
IMAP to Exchange migration prerequisites
On source IMAP server:
- Make sure you have the IMAP server hostname, port number, email address, and password ready.
See how to find IMAP server Host name
- To migrate multiple users, download the sample CSV file from the EdbMails application and update it with the IMAP server hostname, port number, email address, and password for each user's mailbox you wish to migrate.
- If you're migrating from Gmail, create an app password and use it in place of your regular password.
On target Exchange server:
- Step 1: Check that your system meets the Exchange server setup requirements.
Note: Exchange 2010 has reached the end of support on October 13, 2020 and Exchange 2013 will reach the end of support on April 11, 2023. Therefore it is highly recommended that you migrate your mailboxes and Public folders to Exchange 2016 or 2019.
If you are planning to migrate IMAP to a Hosted Exchange server, skip to ‘Create mailboxes and Public folders on the Exchange server’ in the following section.
The following links help you to set up your target Exchange server. Learn more about the network, hardware, coexistence scenarios, and operating system requirements for installing Exchange.
- Step 2: Prepare your system with the following prerequisites for Exchange
Complete the following prerequisites for Active Directory, Windows Mailbox server, and Windows Edge Transport servers before installing the target Exchange server.
Set up the target Exchange server for migration
Given below is a list of key points for installing and preparing the Exchange server for migration.
- Step 1: Prepare AD and domains
- Before installing the Exchange server you need to prepare your Active Directory forest and its domains for the new version of Exchange.
- If you have a separate team to manage the Active Directory schema, you need to first extend the active directory schema, else proceed to the next step to prepare the Active Directory.
- If you have multiple domains you need to additionally prepare the Active Directory domains.
- Step 2: Install Exchange server on your computer
Ensure that you meet the server system requirements and prerequisites as outlined previously. Next, follow the link to install Exchange 2016 or install Exchange 2019 from the setup wizard based on which server you want to migrate to.
- Step 3: Prepare a clean Exchange target environment
- Create and configure a Send connector to send mail outside the Exchange organization.
- By default, Exchange automatically creates receive connectors for inbound mail flow when the mailbox server is installed. If you must configure receive connectors manually, follow the steps in the link.
- Add accepted domains to allow recipients to send and receive email from another domain.
- Configure the default email address policy to add the accepted domain to every recipient in the organization.
- Configure external URLs (domains) on the virtual directories in the Client Access (frontend) services on the Mailbox server to allow clients to connect to your server from the internet (outside the organization’s network).
- Configure internal URLs on the virtual directories in the Client Access (frontend) services on the Mailbox server to allow clients to connect to your server from the internal network.
- Configure SSL certificates from a third-party certificate authority for services such as Outlook Anywhere and Exchange ActiveSync.
- Verify the Exchange server installation by running the command Get-ExchangeServer on the Exchange Management Shell (EMS).
- Step 4: Create mailboxes on target Exchange server
- Before migrating your mail data, ensure that mailboxes are created on the target server. You can use EdbMails to automatically create mailboxes on the target Exchange server. Alternatively, if you prefer to create mailboxes manually, refer to the link below:
- If you want to migrate to public folders, ensure that mail-enabled public folders are created and that the necessary permissions are assigned to the admin user.
Steps to create Public folder in Exchange server and assign permissions to the admin user.
- Step 5: Assign management roles to the admin account
- If you are using a global admin account to connect to the Exchange server, ensure to set impersonation rights to the global admin user.
- Step 6: Configure the throttling and message-size limits
Create custom throttling policies for EWS and configure message size limits manually on the Exchange server by following the steps in the link.
- Make sure you have the IMAP server hostname, port number, email address, and password ready.
Steps to migrate IMAP to Exchange using EdbMails
Step 1: Download and install EdbMails IMAP migration tool
- To get started, download and install EdbMails on your computer.
- Open the application, enter your email address and password, then click 'Login' or choose 'Start Your Free Trial'.
System requirements for IMAP to Exchange migration
- Select ‘IMAP Migration’ (All IMAP clients, Gmail, G Suite & more…) from the dropdown list.
Step 2: Connect to source IMAP server
- To connect to a single user account, select ‘Single User / Account Migration.’ Choose the relevant IMAP Host name from the list or enter it manually. Then, provide the email address and password. For a Gmail account, make sure to create an app password and use it in place of password.
- To connect to multiple user mailboxes, select ‘Multiple (Bulk) Users/Accounts Migration’ and click the ‘Load Mailboxes From CSV File’ button.
- Download the sample CSV file
- Modify the CSV file with the required details such as email address, password, host name and port number in the CSV file and Save the changes.
- Next, browse and load the CSV file.
- Verify the list of mailboxes and proceed.
- To connect to a single user account, select ‘Single User / Account Migration.’ Choose the relevant IMAP Host name from the list or enter it manually. Then, provide the email address and password. For a Gmail account, make sure to create an app password and use it in place of password.
Step 3: Select source IMAP server mailboxes
- Choose the mailboxes and folders from the left pane of the main migration window.
- Click ‘IMAP to Live Exchange’
Step 4: Connect to target Exchange server
- Select the required option to connect to your target Exchange server. If you want to connect using a global admin account, ensure impersonation rights are set
Different options to connect to Exchange server in EdbMails
- Enter the required details for your target Exchange server and click the ‘Login’ button.
- EdbMails automatically loads mailboxes from the Exchange server. You can also load mailboxes using CSV files.
- Select the required option to connect to your target Exchange server. If you want to connect using a global admin account, ensure impersonation rights are set
Step 5: IMAP to Exchange server mailbox mapping
- Choose the required option for mapping your mailboxes.
- If you install EdbMails on your target Exchange server, you can automatically create mailboxes directly on the server.
Click here to know automatically create mailboxes on target Exchange server.
- EdbMails automatically maps mailboxes and folders between the source IMAP to target Exchange servers. You can also manually map mailboxes and folders.
- Click the ‘Folder and Item Filter’ button to customize your migration operation. For example, you can apply a date filter to migrate only emails within a specified date range. Also, you can exclude both standard and custom folders from the migration process.
Step 6: Start IMAP to Exchange migration
- Once the mailboxes are mapped, click the 'Continue' button, enter a job name, and proceed with the migration. EdbMails allows you to track the progress of the IMAP to Exchange migration in real-time.
- You can pause the migration at any time if you need to stop the process temporarily. When you're ready to continue, simply resume the migration from where it left off, ensuring no data is lost.
- Upon completion, a confirmation message will notify you of a successful migration. Additionally, you can verify the migrated folders and mailbox items by reviewing EdbMails' detailed migration report, which provides comprehensive insights and ensures data accuracy throughout the process.
IMAP to Exchange post migration tasks
- Step 1: Update DNS records (MX record) to point to the new server
If you have not done this step previously, change the DNS records known as MX records to enable and receive email messages on the target server. In addition to this setup, configure the Autodiscover record to allow Outlook to connect to the migrated mailboxes.
- Step 2: Create a new Outlook profile for users in the new domain
Remove any previous instances of the email account you may have on Outlook to avoid conflicts with Exchange. Configure and recreate the Outlook profile for each user in your domain after you complete the migration.
- Step 1: Update DNS records (MX record) to point to the new server
IMAP to Exchange migration troubleshooting
Refer to the migration troubleshooting guide for solutions to common errors encountered during the process. For additional insights and detailed answers regarding EdbMails IMAP migration, visit the frequently asked questions section.
Benefits of EdbMails for IMAP to Exchange migration
- Delta migration
EdbMails' incremental (delta) migration feature ensures only new or modified data is transferred during migration, minimizing bandwidth usage and reducing migration time. This allows for efficient, partial migrations without duplicating existing data, ensuring seamless and optimized transitions.
- Automated mailbox mapping
EdbMails’ automated mailbox mapping feature eliminates the need for manual configuration, ensuring accurate mapping of IMAP to Exchange mailboxes. This reduces human error, enhances efficiency during the migration process while ensuring data consistency and integrity across all mailboxes.
- CSV-based mailbox import
EdbMails supports CSV-based mailbox imports, making it easy to migrate multiple mailboxes in bulk. By specifying mailbox details in a CSV file, users can streamline large-scale migrations, ensuring an efficient, organized, and scalable process—ideal for businesses with numerous email accounts.
- Cost-effective solution
EdbMails offers a cost-effective solution for IMAP to Exchange migration, combining powerful features in one platform. It provides exceptional value by eliminating the need for additional tools or consultants, ensuring businesses achieve a seamless migration at a fraction of the cost.
- Zero downtime
EdbMails guarantees zero downtime during the IMAP to Exchange migration process, ensuring uninterrupted access to email services. This approach allows businesses to continue their operations without experiencing email service disruptions. Users can maintain productivity and communication throughout the migration, ensuring seamless business continuity.
