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Inter-Organizational Migration to Exchange Server 2003 Using Exchange Server Migration Wizard - Part 2

 

Topic Last Modified: 2005-12-14

By Nino Bilic.

This article covers a subject that many customers may be facing: upgrading from Microsoft® Exchange Server 5.5 to Exchange Server 2003 and migrating data. This article is part 2 of two articles.

After you ensure that your organization meets the requirements listed in Inter-Organizational Migration to Exchange Server 2003 Using Exchange Server Migration Wizard - Part 1, you can run the Migration Wizard to migrate mailbox data from Exchange Server 5.5 to your newly created Exchange Server 2003 organization.

To run Exchange Server Migration Wizard
  1. Click Start, point to All Programs, point to Microsoft Exchange, point to Deployment, and then click Migration Wizard.

    noteNote:
    To prevent the loss of the user's offline folder store (.ost) file, run Migration Wizard in clone mode. For more information about running Migration Wizard in clone mode, see "Running Migration Wizard in Clone Mode to Preserve Offline Folder Store Files" later in this article.
  2. On the Welcome to the Exchange Server Migration Wizard page, click Next

  3. On the Migration page, select Migrate from Microsoft Exchange and click Next.

  4. On the Exchange Server Migration page, click Next

  5. On the Migration Destination page, in the Server list, select the Exchange Server 2003 server to which you want to migrate.

  6. From the Information Store list, select the Information Store to which you want to migrate your accounts, and then click Next

  7. On the Source Exchange Server page, in the Exchange server name box, type the name of the Exchange Server 5.5 computer from which you want to migrate users. Make sure that the Exchange 5.5 server check box is selected. In the Administrator account and Password boxes, type your Exchange Server 5.5 administrator name and password, and then click Next.

    noteNote:
    The account that you use to run Migration Wizard must be a member of the Administrators group on the local machine. In addition, it must be a member of a group that has had the Exchange Full Administrators role applied at the organizational level. You must enter the credentials in this format: domain name\account name, followed by the password.
  8. On the Migration Information page, make sure that the Create/modify mailbox accounts check box is selected. Click Next.

  9. On the Account Migration page, select the mailbox accounts that you want to migrate to your Exchange Server 2003 computer, and then click Next.

  10. On the Container for New Windows Accounts page, select the container in which your accounts will be created. Click Options to configure advanced settings for your accounts migration, including password selection, use of template objects, and creating new accounts such as InetOrgPerson. Click Next.

    noteNote:
    For more information about InetOrgPerson, see "Managing Recipients and Recipient Policies in Exchange Server 2003" section in the Exchange Server 2003 Administration Guide.
  11. On the Windows Account Creation and Association page, review and, if necessary, modify your selected accounts, and then click Next.

    noteNote:
    When migrating from Exchange Server 5.5, you can change probable matches, but not definite matches. You can change probable matches by creating a new user object instead of using the suggested match that appears in the Existing Windows Account column. Use Create New Account to undo a match and create a new user object. You can edit the Full Name and Logon ID for a new Windows account. Double-click the account to open Mail Account Properties, and then edit the account information.
  12. On the Migration Progress page, after your accounts have been migrated, click Finish, and then click OK to complete your account migration.

One of the features in Microsoft Office Outlook® 2003 is Cached Exchange Mode. In Cached Exchange Mode, Outlook 2003 uses an offline folder store (.ost) file, which is usually stored on the end-user's workstation. If you run Exchange Server Migration Wizard in the default mode, your users will lose their .ost files. As a result, users will have to synchronize their .ost files again. Depending on your network speed, hardware configuration, number of users, and other factors, re-synchronizing .ost files can be time consuming and performance intensive.

However, you can preserve the user's .ost file by running Migration Wizard in clone mode. There are, however, some requirements and restrictions:

  • For Migration Wizard to run in clone mode, a user target mailbox must not exist.
  • If a user target mailbox does exist and the user has logged on to the mailbox, Migration Wizard switches to default mode.
  • In clone mode, Migration Wizard does not support filtering by date and subject.
To run Migration Wizard in clone mode
  1. Click Start, and then click Run.

  2. Type cmd, and then click Enter to open a command prompt.

  3. Navigate to D:\Program Files\Exchsrvr\bin, and then type mailmig.exe /m (where D:\Program Files is the drive where Exchange Server 2003 is installed).

For more information about how to run Migration Wizard, see "Running Exchange Server Migration Wizard" earlier in this article.

After you run Migration Wizard, you must perform some final migration tasks to complete your mailbox and directory move. To complete the Exchange Server 5.5 migration process:

  • Remove migrated mailboxes from Exchange Server 5.5.
  • Re-establish coexistence for migrated mailboxes (optional).
  • Make sure that the owners of the migrated Exchange Server 5.5 mailboxes perform the final user tasks.

After you migrate mailboxes from Exchange Server 5.5 to Exchange Server 2003, remove the migrated mailboxes from Exchange Server 5.5.

importantImportant:
Before you remove migrated mailboxes from Exchange Server 5.5, verify that the migration was successful and that directory information and mailbox content for the migrated mailboxes are available on Exchange Server 2003.
To remove migrated mailboxes from Exchange Server 5.5:
  1. From the Start menu, point to Programs, point to Microsoft Exchange, and then click Microsoft Exchange Administrator.

  2. In the console tree, double-click the name of the Microsoft Exchange server to which you want to connect.

  3. Go to the container of the mailbox that you want to delete and double-click it.

  4. In the details pane, select the mailbox that you want to delete, and then click Delete.

  5. When the Are you sure you want to delete this mailbox? message appears, click Yes.

If you want to re-establish coexistence between Exchange Server 2003 and Exchange Server 5.5, create a custom recipient on Exchange Server 5.5 for each mailbox that you migrated and deleted. Custom recipients appear in the address book and can receive messages from users still on Exchange Server 5.5. You can create custom recipients either manually or automatically.

  • If you installed Active Directory Connector and suspended replication before running Migration Wizard, now is the time to resume replication. Active Directory Connector creates custom recipients for the migrated mailboxes automatically.
  • You can create custom recipients on Exchange Server 5.5 manually. For information about creating custom recipients, see the Microsoft Exchange Server 5.5 documentation.

In addition to the post-migration tasks that you must perform, a mailbox user must perform the following tasks after Migration Wizard has run:

  • Delete schedule (.scd) files before they re-create their profile.
  • Re-create their profile and specify their new mailbox name. They must not copy or edit the original profile.
  • Encrypt the messages that they decrypted prior to the migration process.
    noteNote:
    The keys required for encryption are not available after migration. After the migration process, you must issue new keys to users so that they can encrypt their messages.
  • Re-create rules based on mailbox name, private folders, or public folders.
  • Download offline address books after you regenerate them.
  • Update entries in their personal address books that contain users not migrated to the same Exchange Server 2003 organization. Users do not need to update personal address book entries for users whose mailboxes were migrated to the same Exchange Server 2003 organization.
  • Re-establish additional folder permissions.
  • For remote access users, delete their .ost files before they re-create their profiles.

Until now, the content of this article and Part 1 focused on the migration of mailboxes. However, often administrators need to migrate not just from one Organization to the other, but also from a Microsoft Windows NT® Server 4.0 domain to a Windows 2000 Server or Windows Server™ 2003 domain or from one Active Directory forest to another.

To make migration smoother, it is recommended to use Active Directory Migration Tool as part of the overall migration strategy and then use Migration Wizard to migrate mailboxes between Organizations, but using already migrated user accounts.

The use of Active Directory Migration Tool requires that the target domain be in Native mode which can in some situations be a limiting factor.

noteNote:
Using Active Directory Migration Tool to migrate accounts before Migration Wizard is run may change some of the steps during the migration so they may not be exactly the same as mentioned in this article.
 
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