Version 3.0

Assign the Individual to a Migration "Bucket"

This Methodology will cover the following Macintosh Transitions:

• #Thunderbird to Thunderbird
• #Thunderbird to Outlook 2007
• #Outlook to Outlook, or just map Outlook

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:

Outlook to Outlook, or just map Outlook

Try to use Auto-Discover, if not skip down to manually configure.

Adding a New Email Account

1. If this is the first time launching Outlook, the Outlook 2007 Setup
   window will appear
2. Click on the button labeled Next
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3. The Account Configuration window will appear
4. Confirm that the option button labeled Yes is selected
5. Click on the button labeled Next
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6. The Auto Account Setup view of the Add New E-mail Account
   window will appear
7. Your name and email account will fill into the appropriate boxes.
8. Click on the button labeled Next
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9. The Online search for your server settings view of the Add New Email Account window will appear
10. Your email account information will be verified
11. Click on the button labeled Finish
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12. Outlook's Mail view will appear and your messages will be displayed

Manual Configuration

1. In the new profile, Opt to manually configure a new account.
   • Server name: TFTMEXCH2.tufts.ad.tufts.edu
   • Username: Last, First e.g. Raymond, Lee
     • Use "Check Name" Button to ensure you have the right user credentials
     • LAN Password

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 and folder subscription issues from the re-indexing that will occur.

1. Launch Thunderbird, and go to the Tools menu and choose Account Settings
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2. Choose the Dropdown on the bottom left of the menu it says Account Actions
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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
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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
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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.
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11. Close that window
12. Right click on the new account and select Subscribe
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13. Verify the following folders are subscribed:
    • Deleted Items
    • Sent Items
    • Server Folders from Trumpeter Mail Migration.
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14. Accept Changes and then go back to te Tools and Account Settings Menu
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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.
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16. Accept Changes
17. Remove the legacy Trumpeter IMAP account

Thunderbird to Outlook 2007

1. Users in this migration group should be added to the Profile Generation Script and Outlook Customization and Addressbook Magic scripting group.
   • For explicit details on how this logon script works, view the article here: Scripting Information
2. Once Outlook is opened, a local cache of the serverside mailbox will be created for the *.OST
3. AddressbookMagic migration will continue to work in the background.
4. IF the scripting FAILED you can head to %appdata%\ and remove the script flag files in order to re-login and fix the scripting issues.
5. If the profile generation continues to fail, you can manually create the profile in outlook and then just run the addressbook magic scripts by retaining only the outlookprf scripting profile.
6. Some things to fix once the profile is setup:
   • Signature
   • Email Delegations
   • Smartphone reconfiguration
   • Need to map any GROUP accounts from Thunderbird to Outlook?
   • Check LDAP lookup is functioning as expected

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