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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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{expand:No longer use this version, this is kept for archival purposes.}
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h2. What this methodology does and does not cover.
*Does Cover*
* Email Client migration
** Local Mail Migration
** Local Contacts Migration
* Smartphone Migration
* Serverside Mail Migration

*Does Not Cover*
* Calendar Migration

h2. Assign the Individual to a Migration "Bucket"

# Use the [User Migration Checklist] along with the [System Reporting and Data Gathering] Group to identify key variables for the user.
# Determine which of the Mac Migration paths the individual will proceed through
# Schedule the Account for Provisioning by the Infrastructure team with migration date, along with migration instructions.

h2. Communication
# Individual is given the following communication
#* [What to Expect] document to explain the process
#* [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.
# Individual is given OWA information for immediate access to email in case of any errors in the client migration.

h2. Software Upgrades:
Users should fit into the following software buckets prior to migration.  It is expected that the local support group will need to perform system patching and or replacement in order for this to be true.
# Computer running OS 10.6.x and plan to be using Mac Mail as an Exchange Client
# Computer running OS 10.5.x and have a fully patched (12.2.2.5) Office 2008 for use with Entourage EWS
# Browser Version Minimum: Firefox 3+ which for security purposes should be 3.6.x or fully patched.

h2. Evening before Scheduled Migration

# Infrastructure team provisions Exchange Account for individual
#* Migrates Trumpeter Server mail and settings to Exchange Account
# User migration proceeds based on which Options is determined by the Client Support team.
# Mail Routing and delivery is changed to deliver to the Exchange Account.
#* {color:red}User with custom mail forwards will need to be identified and handled separately based on the [User Migration Checklist]
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h2. Day of migration, [User Migration Checklist] determines the Option

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h4. Option 1 - Sticking with IMAP Client (Thunderbird, Mac Mail, etc.) - This should only be recommended for Macintoshes that cannot reasonably attain Office 2008 or OS 10.6.x
# Individual Logs into the Tufts Domain in the morning
# IMAP Server settings get adjusted by User or Technician
# MAPI Client (Entourage / Mac Mail) configured for calendar Access, or OWA for Calendar Access.
# Smartphone Migration is completed manually by a Technician

h4. Option 2a - Modifying Client from IMAP to MAPI (end client: Mac Mail)
# Individual Logs into the Tufts Domain in the morning
# New Account is added for MAPI Connection to Exchange Connection
# IMAP Account settings Migrated Manually
# IMAP Account removed, MAPI account is now live.
# User instructed to continue to use Meeting Maker as their primary calendar.
# Smartphone migration is completed manually by a Technician for an IMAP connection.
# On the morning of the Calendar Migration, this individual is queued up to have the following run
#* Calendar Insertion is completed by the Migration Team
#* Individual logs into the Tufts domain in the morning
# Smartphone migration is completed manually by a Technician for an Exchange connection (BES or ActiveSync)

h4. Option 2b - Modifying Client from IMAP to MAPI (end client: Entourage EWS)
# Individual Logs into the Tufts Domain in the morning
# Entourage 2008 is upgraded to Entourage EWS.
# New Account is added for MAPI Connection to Exchange 2010
# IMAP Account settings Migrated Manually
# IMAP Account removed, MAPI account is now live.
# User instructed to continue to use Meeting Maker as their primary calendar.
# Smartphone migration is completed manually by a Technician for an Activesync or BES connection.
# On the morning of the Calendar Migration, this individual is queued up to have the following run
#* Calendar Insertion is completed by the Migration Team
#* Individual logs into the Tufts domain in the morning

h4. Option 3 - MAPI to MAPI (Entourage to Entourage EWS)
# Individual logs into the Tufts Domain in the morning
# Entourage 2008 needs to be upgraded to Entourage EWS.
# New account is added fro MAPI Connection to Exchange 2010.
# Smartphone Migration
#* Smartphone is backed up by Technician
#** Activesync Phones:
#*** Exch2k3 Activesync account removed
#*** Exch2k10 Activesync account added
#*** Post activation synchronization check.
#** BES Phones:
#*** BES Phones should continue to work after mailbox move, will verify with Testing.


h4. Option 4 - Custom Migration
# Individual has been identified as needing a customized migration due to the [#Assign the Individual to a Migration "Bucket"]
# Individual is instructed in the morning to access mail through Outlook Web Access until a Technician can perform customized migration.
#* Start to End client application Migration
#* Local Mail Migration is likely done in a VM with Addressbook Magic
#* Local Contacts Migration is either done in a VM with Addressbook Magic, or done manually with built in application tools (export to CSV, etc.)
#* Smartphone Migration

h4. Option 4 - Migrating from IMAP to MAPI (Thunderbird to Entourage or Mac Mail)
# Individual logs into the Tufts domain in the morning

h4. Option 6 - MAPI to MAPI (Entourage to Mac Mail)
# Individual logs into the Tufts Domain in the morning
# New MAPI Account is created in Mac Mail
# Archived Mail is imported by wizard in Mac Mail
# Server is considered authoritative for
#* Contacts
#* Server Mail
# Smartphone migration is completed manually by a Technician

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h2. Technician Visit
# Assists if necessary
#* Signature
#* Delegation
#* Addressbook Configuration

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.
!import-mbox2entourage.jpg|thumbnail!
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[Exchange]
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[Exchange]
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h3. Topics by Label

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h3. Technical Documentation

* {newwindow:Migration Procedures}https://wikis.uit.tufts.edu/confluence/display/ITCommunity/Exchange+Migrations{newwindow}
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