Runing Migration Wizard: Difference between revisions

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==<font size="4" color="#00007f" face="Arial"> ''' Using the Zimbra Migration Wizard ''' </font>==
#REDIRECT [[Running_Migration_Wizard]]
 
<font size="3" color="#000000" face="Arial"> Even though the migration wizard can be run from start to finish without stopping, Zimbra recommends that after the accounts are migrated, you stop. Before proceeding, change the mail relay information to point to the Zimbra server instead of the Exchange server. This will prevent any lost mail while the files are being imported. </font>
 
'''Note: ''' <font size="3" color="#000000" face="Arial"> '' After the files have been imported to the Zimbra server, verify that the import was successful before deleting the Exchange accounts.'' </font>
 
===<font size="3" color="#00007f" face="Arial"> ''' How to Migrate Accounts and Import Email ''' </font>===
 
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<div> <font size="2" color="#000000" face="Arial"> '''1. ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> From the Zimbra Administration Console display bar, click the  '''Migration ''' '''Wizard ''' icon to download the Zimbra Migration Wizard executable to your computer.</font>
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<div> <font size="2" color="#000000" face="Arial"> '''2. ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> Click  '''Migration Wizard.exe''' , to open the wizard. The '''Welcome''' dialog appears. Click '''Next''' to continue.</font>
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<font size="1" color="#000000" face="Arial">  [[Image:mwwelcom.gif]]  </font>
 
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<div> <font size="2" color="#000000" face="Arial"> '''3. ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> On the  '''Import Destination''' dialog, enter the following</font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial">  '''Host name''' . This is the host name of the Zimbra server.</font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial">  '''Admin Port''' . The port that admin services is running on is 7071.</font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial">  '''Username and Password''' . This is the name and password of the administrator account on the Zimbra server.</font>
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<font size="3" color="#000000" face="Arial"> Click  '''Next''' .</font>
 
<font size="1" color="#000000" face="Arial"> </font>
 
<div> </div>
 
<font size="1" color="#000000" face="Arial">  [[Image:mw_import_destination.gif]]  </font>
 
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<div> <font size="2" color="#000000" face="Arial"> '''4. ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> In the  '''Destination Domain''' <font size="3"> ''' ''' </font>dialog, select the Zimbra domain name where accounts will migrate. </font>
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'''Note: ''' <font size="3" color="#000000" face="Arial"> '' If you create the domain name after you started the wizard, click  ''' Refresh Domains ''' to update the list from the Zimbra server.'' </font>
 
<font size="3" color="#000000" face="Arial"> Click  '''Next''' . </font>
 
<font size="1" color="#000000" face="Arial">  [[Image:mwdestination_domain.gif]]  </font>
 
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<div> <font size="2" color="#000000" face="Arial"> '''5. ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> To continue and begin the import, in the  '''MAPI Logon''' dialog, identify the MAPI profile you created for use with the Zimbra Migration Wizard to conduct the migration. </font>
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<font size="3" color="#000000" face="Arial"> Click  '''Launch Profile Chooser''' , to launch a standard Windows dialog box from which you can either choose an existing MAPI profile, or create a new one, as described in the Microsoft Office documentation.</font>
 
<font size="3" color="#000000" face="Arial"> Click  '''Next''' . </font>
 
<font size="1" color="#000000" face="Arial">  [[Image:mwmapi.gif]]  </font>
 
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<div> <font size="2" color="#000000" face="Arial"> '''6. ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> In the  '''Source and Destination Mailboxes''' dialog, define the users to be migrated to the Zimbra server. Choose one of the following ways to select users:</font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial">  '''Object Picker''' , to select specific users to migrate. Go to step a.</font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial">  '''Query Builder''' , to select groups of users to migrate. Go to step b.</font>
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<font size="1" color="#000000" face="Arial">  [[Image:mwsourcedestination%20mbxblank.gif]]  </font>
 
'''Note: ''' <font size="3" color="#000000" face="Arial"> '' The Object Picker is a Windows standard dialog. For Help on how to complete the dialog boxes, click the '''?''' on the dialogs.'' </font>
 
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<div>a. </div>
| <font size="3" color="#000000" face="Arial"> Click  '''Object Picker''' , to select specific accounts to migrate. </font>
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<font size="1" color="#000000" face="Arial">  [[Image:mwobjectpicker.gif]]  </font>
 
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial">  In the dialog, the Object Type is preconfigured with, <font size="3" color="#000000" face=""Times New Roman"">Users</font>. This cannot be changed. </font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> Click  '''Locations''' , to select the domain from which to select the accounts. </font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> In the  '''Enter object names''' text box, type the user names or partial user names and click '''Check Names'''. Separate the names with a comma. For example, if you type Jo, all names that begin with Jo are displayed, i.e., Joe Smith, Joseph Flanders, Joanna Writh. </font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> Click  '''Advanced''' , to specify more detailed search (optional).</font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> When the object names have been typed, click  '''OK''' . The '''Source & ''''''Destination Mailboxes'''''' '''dialog displays again with your selections listed in the box. Go to step 6.</font>
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<div>b. </div>
| <font size="3" color="#000000" face="Arial"> Click  '''Query Builder''' , to select groups of accounts to migrate.</font>
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<font size="1" color="#000000" face="Arial">  [[Image:mwquerybuilder.gif]]  </font>
 
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> In the  '''Active Directory Query Builder''' dialog, click '''Browse''' to select the base distinguished name (DN) of the container to be used as the root for the search. If you want all folders under the selected DN base to be included in the migration, check '''Subtree'''. </font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> To construct a filter to identify which mailboxes to import, click  '''Create''' . A standard Window’s database query is displayed in the Filter box.</font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> Click  '''OK''' . The '''Source & Destination Mailboxes''' dialog refreshes with your selections listed in the box. </font>
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'''Note: ''' <font size="3" color="#000000" face="Arial"> '' The steps above are for the Exchange 6.0 Query Builder. If you are migrating from Exchange 5.5, the Query Builder dialog is different. You must enter the search base for the LDAP query and you must construct the filter to identify which mailboxes to import. '' </font>
 
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<div> <font size="2" color="#000000" face="Arial"> '''6. ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> The  '''Source & Destination Mailboxes''' dialog displays the Zimbra account name, the Exchange Store DN information and the Exchange server DN information. Review the information. </font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> Click  '''Remove''' , to remove accounts that should not be migrated.</font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> Click  '''Next''' , to continue. </font>
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<div> <font size="2" color="#000000" face="Arial"> '''7. ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> The Wizard now checks to see if the accounts selected exists on the Zimbra server. After checking all the accounts, the '''Target Account ''''''Verification''' dialog displays the number of accounts that exist and the number of accounts that do not exist on the Zimbra server. The accounts with the status of ''No such account'' will be created. Click '''Next'''.</font>
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<font size="1" color="#000000" face="Arial">  [[Image:mwtarget.gif]]  </font>
 
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<div> <font size="2" color="#000000" face="Arial"> '''8. ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> The  '''Account Provisioning''' dialog is displayed. All accounts with the status of ''No such account'' are shown in the Unprovisioned Accounts list box. Before creating these accounts, select the class of service that these accounts will be assigned. Classes of service that have been configured on the Zimbra server are listed. If you recently created a COS and it is not listed, click '''Refresh COS'''. Any new classes of service will be added to the list.</font>
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'''Note: ''' <font size="3" color="#000000" face="Arial"> '' If you do not want to create any of the accounts from this list, check  '''Do not provision any users''' , and click '''Next'''. No accounts are created on the Zimbra server. '' </font>
 
<font size="1" color="#000000" face="Arial">  [[Image:mwaccountpro.gif]]  </font>
 
<font size="3" color="#000000" face="Arial"> Click  '''Next''' . The Provsioning Accounts dialog displays the progress and lists the accounts and their provisioning status. </font>
 
<font size="3" color="#000000" face="Arial"> At this point, the provisioning of email accounts on the Zimbra server is complete. Accounts are provisioned without passwords. You can either:</font>
 
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> Create passwords for each account using either the administration console or the <font size="3" color="#000000" face=""Times New Roman"">zmprov</font> CLI utility.</font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> Configure authentication to be external, against the LDAP directory and let the users continue to use their existing password.</font>
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<font size="3" color="#000000" face="Arial"> Before proceeding you should change the mail relay information for these users to point to the Zimbra server instead of the Exchange server. Any new email messages are sent to the Zimbra mailboxes.</font>
 
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<div> <font size="2" color="#000000" face="Arial"> '''9. ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> The  '''Import Options''' dialog is used to set rules about what files should be imported</font>
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'''Note: ''' <font size="3" color="#000000" face="Arial"> '' By default, messages larger than 10 MB will not be imported. The message size includes the message and attachments. To change the default, see [MigrationWizardstandalone.1.1.html#1036984 page][MigrationWizardstandalone.1.1.html#1036984  ][MigrationWizardstandalone.1.1.html#1036984 ‑][MigrationWizardstandalone.1.1.html#1036984 2].'' </font>
 
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> The checkboxes for ''' Import Junk-Mail Folder''' and '''Import Deleted Items ''''''Folde''''''r''' determine whether or not to import mail currently in those Outlook folders.</font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> The checkbox for  '''Ignore previously imported items''' can be used in cases where an earlier import operation was interrupted. If checked, the import process picks up where it left off, rather than to import duplicates.</font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> Check the  '''Date Filter''' checkbox to import mail only after a certain date. This lets you discard old messages.</font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> In the  '''Number of Mailboxes to import simultaneously: ''' field, set the import concurrency level. Since the import is likely to happen while both Exchange and Zimbra servers continue to service other mail accounts, you should use caution when increasing this number, because setting this number too high may affect server performance.</font>
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<font size="3" color="#000000" face="Arial"> Click '''Next''' . A confirmation dialog appears. Click '''OK''' to begin importing.</font>
 
<font size="1" color="#000000" face="Arial">  <font size="3"> '''Important''' </font>  <font size="3"><nowiki>: Users can continue to work in Outlook while their mail is being </nowiki></font> <font size="3">imported, although any operation they do after that mailbox folder has been </font> <font size="3">imported will not be picked up by the Zimbra server. To ensure that the </font> <font size="3">imported mailbox is consistent with the old mailbox, we recommend informing </font> <font size="3">users that their mailboxes will be unavailable over some scheduled downtime </font> <font size="3">period. </font> [[Image:mwimportoptions.gif]] </font>
 
<font size="3" color="#000000" face="Arial"> The  '''Import In Progress''' screen displays the import progress.</font>
 
<font size="1" color="#000000" face="Arial">  [[Image:mwimportinprogress.gif]]  </font>
 
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<div> <font size="2" color="#000000" face="Arial"> '''10. ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> When the import is complete, the  '''Import Completed''' dialog displays any errors. If errors or warnings appear, review the ''Description'' column and take appropriate action. </font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> For more information, click  '''Open Log File''' to view details.</font>
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<div> <font size="3" color="#000000" face=""Times New Roman""> '''• ''' </font> </div>
| <font size="3" color="#000000" face="Arial"> Use  '''Import More Users''' to re-run the import on a different batch of users. You might do this to import users from another domain, for example.</font>
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<font size="1" color="#000000" face="Arial">  [[Image:mwcompleted.gif]] </font>
 
===<font size="4" color="#00007f" face="Arial"> ''' Setting Up Shared Domain with Exchange ''' </font>===
 
<font size="3" color="#000000" face="Arial"> You can set up a domain that is shared by Zimbra and Exchange with some users on the Exchange server, and other users on the Zimbra server. There are several potential ways to do this. The best way for your deployment depends on your site’s configuration, IT policies, and other conditions.</font>

Latest revision as of 20:03, 27 August 2007

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