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h1. Version 3.0


h2. Assign the Individual to a Migration "Bucket"

This Methodology will cover the following Macintosh Transitions:
* [#Thunderbird to Thunderbird]
* [#Thunderbird to Apple Mail]
* [#Thunderbird to Entourage EWS]
* [#Entourage 2008 to Entourage EWS]
* [#Apple Mail to Apple Mail]

h2. Perform [Desktop Preparedness|Exchange Connections Support and Recommendations] Assessment

Any user we migration should be strongly encouraged to be using a recommended software client, web browser and connection point any associated mobile device.  Desktop Preparedness should be completed prior to the day of Migration wherever possible.

h4. During this pre-migration period, the *3-2-1 Communication* will be ongoing.


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h2. Evening Before The Migration: {color:red}4pm{color}

This is the deadline for an opt out for a user to not be migrated for the next morning.  After this point the serverside data will provisioned and migrated by the infrastructure teams.

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h2. Morning of the Migration:

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h4. Thunderbird to Thunderbird

A user who is going to stay with Thunderbird as their mail client needs a *NEW* account connection provisioned for the Exchange IMAP connection. *DO NOT* repoint the Trumpeter IMAP connection to an Exchange IMAP connection, you risk duplication from the re-indexing that will occur.
{expand:Expand for Procedure}

# Launch Thunderbird, and go to the *Tools* menu and choose *Account Settings*
#* !Screen shot 2010-06-30 at 7.25.28 AM.png|border=2|thumbnail!
# Choose the Dropdown on the bottom left of the menu it says *Account Actions*
#* !Screen shot 2010-06-30 at 7.28.30 AM.png|border=2|thumbnail!
# Select *Add Mail Account*
# On the next window, fill in the following information in this format:
#* Your Name: First Last
#* Email Address: First.Last@tufts.edu
#* Password:  Enter the Active Directory (LAN) Password
#*!Screen shot 2010-06-30 at 7.30.56 AM.png|border=2|thumbnail!
# Click *Continue*
# Thunderbird will attempt to auto-detect the settings for your email account.  If it auto-detects incorrectly, these are the *Correct* settings.  Bolded Items are generally auto-detected incorrectly.
#* Username:  This is the [tufts UTLN]
#* Incoming:  *exchange.tufts.edu* IMAP | 993 | SSL/TLS
#*  Outgoing:  *exchange.tufts.edu* SMTP | *587* | SSL/TLS
#* !Screen shot 2010-06-30 at 7.36.17 AM.png!
# Choose to *Verify Settings*
# Create the Account
# Select *Outgoing Settings* on the Account Preferences screen that returns
# Set the newly created exchange.tufts.edu outgoing server as the default sending client.
#* !Screen shot 2010-06-30 at 7.42.51 AM.png|border=2|thumbnail!
# Close that window
# Right click on the new account and select *Subscribe*
#* !Screen shot 2010-06-30 at 7.45.41 AM.png|border=2|thumbnail!
# Verify the following folders are subscribed:
#* Deleted Items
#* Sent Items
#* Server Folders from Trumpeter Mail Migration.
#* !Screen shot 2010-06-30 at 7.47.52 AM.png|border=2|thumbnail!
# Accept Changes and then go back to te *Tools* and *Account Settings* Menu
#* !Screen shot 2010-06-30 at 7.25.28 AM.png|border=2|thumbnail!
# Under *Copies and Folders* make the following changes:
#* On the "When Sending Messages" select to set the sent folder to *Other* and in the drop down menu, select *Sent Items* for the exchange.tufts.edu account.
!Screen shot 2010-06-30 at 7.51.31 AM.png|border=2|thumbnail!
# Accept Changes
# Perform [Final Checks]
# [Synchronize Mobile Devices]
# Remove the legacy Trumpeter IMAP account
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h4. Thunderbird to Apple Mail

Users should only be migrating to Apple Mail from Thunderbird if they are running OSX 10.6.x and plan to use apple mail to synchronize calendar/tasks with iCal and contacts with Addressbook
{expand:Expand for Procedure}
# Launch Mail
# If mac mail has never been configured in the past, you can use the start-up wizard, otherwise get to the new account options from the following:
#* Go to the *Mail* Menu and select *Preferences*
#* On the next screen, press the + sign on the lower left-hand corner of the window to launch the add an account wizard.
#* !Screen shot 2010-07-07 at 7.16.50 PM.png|border=2|thumbnail!
# From the add an account wizard, use the following settings:
#* !Screen shot 2010-07-07 at 7.18.52 PM.png|border=2|thumbnail!
# The Auto-detect will try to use first.last as a login value, adjust this to the users UTLN and retry:
#* !Screen shot 2010-07-07 at 7.20.47 PM.png|border=2|thumbnail!
# Accept the following auto-detect screen values
#* !Screen shot 2010-07-07 at 7.21.52 PM.png|border=2|thumbnail!
# Close the window and go to the *File* menu and select *Import Mailboxes*
#* !Screen shot 2010-07-08 at 7.48.23 AM.png|border=2|thumbnail!
# Select *Thunderbird* and note that the path it will ask you to move to is ~/Library/Thunderbird/Profiles/%CIPHER%.default
#* !Screen shot 2010-07-08 at 10.12.04 AM.png|border=2|thumbnail!
# Choose the appropriate profile, and then head into the local folders directory to import archived mail: (~/Library/Thunderbird/Profiles/%CIPHER%.default/Mail/Local Folders/) and select *Choose*
# Mac Mail will now import all archived mail into a folder labeled "Import"  this will not move or remove the local thunderbird archived mail.
#* !Screen shot 2010-07-08 at 10.14.34 AM.png|border=2|thumbnail!
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h4. Thunderbird to Entourage EWS

This is the only MAPI Migration path for users on 10.5.x.  Snow Leopard (10.6.x) users have the option of using Mac Mail as a native MAPI client.
{expand:Expand for Procedure}

# Ensure Office 2008 is fully patched, and install Entourage EWS: [http://www.microsoft.com/mac/itpros/entourage-ews.mspx|http://www.microsoft.com/mac/itpros/entourage-ews.mspx]
#* In order to patch Office 2008, you can run any office tool (such as Word, Powerpoint, etc.) and go to the *Help* menu and select *Check for Updates*
#* !Screen shot 2010-07-12 at 8.17.24 AM.png|border=2|thumbnail!
# Create Entourage Profile by going to the "Entourage" menu and selecting "Account Settings"
#* In the new profile, Opt to manually configure a new account, and choose Exchange
#** Instructions on go.tufts.edu/exchange [here|https://wikis.uit.tufts.edu/confluence/x/pWcTAg]
#* Junk Mail Filter turned off
#* LDAP Addressbook
#* For Documents on Junk Mail, LDAP - go [here|https://wikis.uit.tufts.edu/confluence/label/entourage]

h4. Local Folder Migration if coming from Thunderbird
# Use Addressbook Magic to convert the Thunderbird information to an MBOX format.
#* If you are on a Mac with Thunderbird, copy the thunderbird profile to a Windows VM to be able to run Addressbook Magic.
#* For Example:
{code}"Addrload -m tb mac:z:\mail" (This would convert the default
Thunderbird profile Local Folders to a directory called
"Mail" on the Z: drive){code}
#* Once the conversion is complete, copy the new MBOX files to the Macintosh (~/Documents/Microsoft User Data/Office 2008 Identities/) and then drag them from the Finder to the Entourage client.
#* !import-mbox2entourage.jpg!

*MBOX Export from Addressbookmagic, and other programs does not keep the following Thunderbird information when imported to Entourage:*
* Read/Unread Flag (In Entourage all will be marked as read, in mac mail all will be marked as unread)
* Starred/Important Flag
* Marked as Junk

h4. Contacts Migration if coming from Thunderbird
#* If you are on a Mac with Thunderbird, copy the profile to a Windows VM to be able to run Addressbook Magic.
# Entourage can import contacts from CSV, LDIF or Tab Delimited text files, so export the thunderbird addressbook appropriately
#* You will lose Distribution lists, they will need to be remade

This will convert the current user's Thunderbird Contacts folder to a vCard file that can be imported into Mac Mail.

C:\> Addrload tb z:\Outlook.vcf

This will convert the current user's Thunderbird Contacts folder to an LDIF file that can be imported into Entourage.

C:\> Addrload tb z:\Outlook.ldif

*I'd suggest it is faster and easier to export to CSV from Thunderbird itself and import as a CSV with custom mapping.*

# Addressbook Magic can be found on: \\titan\uit-e2010scripts$\ (Where to find AddressbookMagic and a little about its operation.)
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h4. Entourage 2008 to Entourage EWS

This is the only MAPI Migration path for users on 10.5.x.  Snow Leopard (10.6.x) users also have the option of using Mac Mail as a native MAPI client.
{expand:Expand for Procedure}

# Ensure Office 2008 is fully patched, and install Entourage EWS: [http://www.microsoft.com/mac/itpros/entourage-ews.mspx|http://www.microsoft.com/mac/itpros/entourage-ews.mspx]
#* In order to patch Office 2008, you can run any office tool (such as Word, Powerpoint, etc.) and go to the *Help* menu and select *Check for Updates*
#* !Screen shot 2010-07-12 at 8.17.24 AM.png|border=2|thumbnail!
# Upon launching EWS, opt to import an old profile and select the Import from an Old Version of Entourage.
#* !Screen shot 2010-07-12 at 4.06.36 PM.png|border=2|thumbnail!
# Select Entourage 2008
#* !Screen shot 2010-07-12 at 4.06.45 PM.png|border=2|thumbnail!
# Select any appropriate profile portions, It makes sense to import everything.
#* !Screen shot 2010-07-12 at 4.06.57 PM.png|border=2|thumbnail!
# Select the correct identity to import from:
#* !Screen shot 2010-07-12 at 4.07.04 PM.png|thumbnail|border=2!
# Note that Entourage EWS is not compatible with Exchange 2003.
#* !Screen shot 2010-07-12 at 4.07.16 PM.png|thumbnail|border=2!
# Make the appropriate server changes upon completed import

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h4. Apple Mail to Apple Mail

This procedure will only work for Macintosh computers running Snow Leopard (OSX 10.6.x)
{expand:Expand for Procedure}
# Launch Mail
# If mac mail has never been configured in the past, you can use the start-up wizard, otherwise get to the new account options from the following:
#* Go to the *Mail* Menu and select *Preferences*
#* On the next screen, press the + sign on the lower left-hand corner of the window to launch the add an account wizard.
#* !Screen shot 2010-07-07 at 7.16.50 PM.png|border=2|thumbnail!
# From the add an account wizard, use the following settings:
#* !Screen shot 2010-07-07 at 7.18.52 PM.png|border=2|thumbnail!
# The Auto-detect will try to use first.last as a login value, adjust this to the users UTLN and retry:
#* !Screen shot 2010-07-07 at 7.20.47 PM.png|border=2|thumbnail!
# Accept the following auto-detect screen values
#* !Screen shot 2010-07-07 at 7.21.52 PM.png|border=2|thumbnail!

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h2. Technician Visit

# Assists if necessary
#* Recreate Signature
#* Recreate Meeting Maker Proxy Delegation
#* Addressbook Configuration (LDAP/GAL Lookup.)
# Send Mail in Plain Text
# Turn off Junk Mail Filter

h2. After Technician Visit

# Individual is left with the following information
#* [Exchange FAQ] to explain our most common questions.
#* [Online Support knowledgebase] for self-service learning
#* [Support Contact Information] for first tier support
#** This can be the primary support desk (local FSP) or a specific support hotline for Exchange, or both.
#* Schedule for [customer-focused training] to be given by Tufts trainers during the upcoming weeks/months.

h2. Post Migration Follow-up

# Individual is contacted briefly to see if some portion of their migration is still incomplete.


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