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Version 3.0
Assign the Individual to a Migration "Bucket"
This Methodology will cover the following Macintosh Transitions:
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:
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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.
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Expand for Procedure | Expand for Procedure | - Launch Thunderbird, and go to the Tools menu and choose Account Settings
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- Choose the Dropdown on the bottom left of the menu it says Account Actions
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- 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
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- 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
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- 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.
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- Close that window
- Right click on the new account and select Subscribe
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- Verify the following folders are subscribed:
- Deleted Items
- Sent Items
- Server Folders from Trumpeter Mail Migration.
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- Accept Changes and then go back to te Tools and Account Settings Menu
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- 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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- Accept Changes
- Perform Final Checks
- Synchronize Mobile Devices
- Remove the legacy Trumpeter IMAP account
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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
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Expand for Procedure | 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.
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- From the add an account wizard, use the following settings:
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- The Auto-detect will try to use first.last as a login value, adjust this to the users UTLN and retry:
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- Accept the following auto-detect screen values
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- Close the window and go to the File menu and select Import Mailboxes
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- Select Thunderbird and note that the path it will ask you to move to is ~/Library/Thunderbird/Profiles/%CIPHER%.default
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- 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.
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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.
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Expand for Procedure | Expand for Procedure | - 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
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- 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- 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:
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"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.
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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
- 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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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.
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Expand for Procedure | Expand for Procedure | - 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
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- Upon launching EWS, opt to import an old profile and select the Import from an Old Version of Entourage.
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- Select Entourage 2008
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- Select any appropriate profile portions, It makes sense to import everything.
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- Select the correct identity to import from:
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- Note that Entourage EWS is not compatible with Exchange 2003.
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- Make the appropriate server changes upon completed import
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Apple Mail to Apple Mail
This procedure will only work for Macintosh computers running Snow Leopard (OSX 10.6.x)
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Expand for Procedure | 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.
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- From the add an account wizard, use the following settings:
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- The Auto-detect will try to use first.last as a login value, adjust this to the users UTLN and retry:
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- Accept the following auto-detect screen values
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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
After Technician Visit
- Individual is left with the following information
Post Migration Follow-up
- Individual is contacted briefly to see if some portion of their migration is still incomplete.
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