Versions Compared

Version Old Version 5 New Version 6
Changes made by

Molly.Clark

Molly.Clark

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
{section} {column:width=65%} 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. ---- 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. ---- h2. Morning of the Migration: {panel} 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 {expand} {panel} ---- {panel} 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! {expand} {panel} ---- {panel} 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.) {expand} {panel} ---- {panel} 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 {expand} {panel} ---- {panel} 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! {expand} {panel} ---- {panel} {panel} 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. {{column} {column:width=30%|border=1}
Wiki Markup
Section
Column
width65%

Version 3.0

Assign the Individual to a Migration "Bucket"

This Methodology will cover the following Macintosh Transitions:

Perform Desktop Preparedness 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.

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

Evening Before The Migration: 4pm

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.

Morning of the Migration:

Panel

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
Expand for Procedure
  1. Launch Thunderbird, and go to the Tools menu and choose Account Settings
    • Image Added
  2. Choose the Dropdown on the bottom left of the menu it says Account Actions
    • Image Added
  3. Select Add Mail Account
  4. 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
      #*Image Added
  5. Click Continue
  6. 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
    • Image Added
  7. Choose to Verify Settings
  8. Create the Account
  9. Select Outgoing Settings on the Account Preferences screen that returns
  10. Set the newly created exchange.tufts.edu outgoing server as the default sending client.
    • Image Added
  11. Close that window
  12. Right click on the new account and select Subscribe
    • Image Added
  13. Verify the following folders are subscribed:
    • Deleted Items
    • Sent Items
    • Server Folders from Trumpeter Mail Migration.
    • Image Added
  14. Accept Changes and then go back to te Tools and Account Settings Menu
    • Image Added
  15. 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.
      Image Added
  16. Accept Changes
  17. Perform Final Checks
  18. Synchronize Mobile Devices
  19. Remove the legacy Trumpeter IMAP account
Panel

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
Expand for Procedure
  1. Launch Mail
  2. 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.
    • Image Added
  3. From the add an account wizard, use the following settings:
    • Image Added
  4. The Auto-detect will try to use first.last as a login value, adjust this to the users UTLN and retry:
    • Image Added
  5. Accept the following auto-detect screen values
    • Image Added
  6. Close the window and go to the File menu and select Import Mailboxes
    • Image Added
  7. Select Thunderbird and note that the path it will ask you to move to is ~/Library/Thunderbird/Profiles/%CIPHER%.default
    • Image Added
  8. 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
  9. Mac Mail will now import all archived mail into a folder labeled "Import" this will not move or remove the local thunderbird archived mail.
    • Image Added
Panel

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
Expand for Procedure
  1. Ensure Office 2008 is fully patched, and install Entourage EWS: 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
    • Image Added
  2. 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
    • Junk Mail Filter turned off
    • LDAP Addressbook
    • For Documents on Junk Mail, LDAP - go here

Local Folder Migration if coming from Thunderbird

  1. 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 Block
      "Addrload -m tb mac:z:\mail" (This would convert the default
Thunderbird profile Local Folders to a directory called
"Mail" on the Z: drive)
    • 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.
    • Image Added

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

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.
  2. 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.

  1. Addressbook Magic can be found on: \\titan\uit-e2010scripts$\ (Where to find AddressbookMagic and a little about its operation.)
Panel

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
Expand for Procedure
  1. Ensure Office 2008 is fully patched, and install Entourage EWS: 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
    • Image Added
  2. Upon launching EWS, opt to import an old profile and select the Import from an Old Version of Entourage.
    • Image Added
  3. Select Entourage 2008
    • Image Added
  4. Select any appropriate profile portions, It makes sense to import everything.
    • Image Added
  5. Select the correct identity to import from:
    • Image Added
  6. Note that Entourage EWS is not compatible with Exchange 2003.
    • Image Added
  7. Make the appropriate server changes upon completed import
Panel

Apple Mail to Apple Mail

This procedure will only work for Macintosh computers running Snow Leopard (OSX 10.6.x)

Expand
Expand for Procedure
Expand for Procedure
  1. Launch Mail
  2. 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.
    • Image Added
  3. From the add an account wizard, use the following settings:
    • Image Added
  4. The Auto-detect will try to use first.last as a login value, adjust this to the users UTLN and retry:
    • Image Added
  5. Accept the following auto-detect screen values
    • Image Added
Panel

Technician Visit

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

After Technician Visit

  1. Individual is left with the following information

Post Migration Follow-up

  1. Individual is contacted briefly to see if some portion of their migration is still incomplete.
Column
border1
width30%
Wiki Markup

{panel:title=Navigation|borderStyle=solid|borderColor=#514e85|titleBGColor=#336699|bgColor=#ffffff}

{search-box:spaceKey=exchange2010}
[Exchange]
{pagetree:root=Exchange|depth=3|sort=title}
{panel}

----
{show-to:users=lraymo02, mclark01}
{panel}
{create-page:@self|template=Default|prompt=Page title?|target=edit}Add a page{create-page
} {panel} {show-to:space=ITCommunity
}
{show-to}
{
column
panel}
{section} {show-to:space=ITCommunity} {show-to}