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Steve Bryant
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Debunking the top 5 Myths of Cross -Forest Exchange Migrations

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Myth 4:

Cross-Forest Migrations are too complex and time-consuming-FALSE

FALSE

Well, I say False but let me clarify. Yes, they are complex but they are manageable. Yes they are time-consuming but you can spend most of the time upfront in preparation and keep the actual migrations to a minimum. Here are some of the things you can do to make the process easier.

1)      Try to minimize expectations for the migrations. I usually send an email to the migration team and management that sets the expectations a little lower than we can deliver. For the most part, the migration will go far smoother than this message suggests but it sets the expectations to something we know we can deliver:

  • For the first week please choose recipients from the Global Address List instead of typing their name or using reply.

  • PST should be identified before the migration as the Outlook profile may "forget" about them even though they have not been moved or deleted.

  • The migration cannot move corrupt or damaged Outlook items. Our target is to move 99.9% of the mailbox items and provide a report when a corrupt or otherwise unmovable item is found.

  • Outlook may take a long time after the migration to recreate its offline cache (OST)

  • Many customized settings in Outlook may be gone

  • Delegates will need to be setup again

  • ny customized Outlook rules will need to be setup again

  • If they have SmartPhones configured, they will no longer work

  • You may get notifications for meetings that have already passed or ones you have already dismissed.

2)      To make the transition smoother, I would highly recommend the installation of the Microsoft Exchange Server Inter-Organization Replication tool. This tool will provide Free/Busy information across the two organizations and it will set the environment up to replicate other Public Folders if necessary. This tool is probably the easiest tool to setup and will provide the most value with the least amount of overhead. I usually install the tool on a Public Folder server in the Target organization and the publisher on a Public Folder server in the source organization.  The link to this free tool is here: http://www.microsoft.com/downloads/thankyou.aspx?familyId=e7a951d7-1559-4f8f-b400-488b0c52430e&displayLang=en. Download the tool and expand to get the setup instructions. Once setup, this tool has never failed me.

3)      Move Workgroups at a time. Coexistence is by far the biggest point of confusion. "Have I been moved?" "Why does his/her email look differently than mine?" Moreover, when you move a workgroup together they become a support system for each other in the event that something does not go smoothly. When choosing who to move when, if you focus on business groups as the primary differentiator you will reduce helpdesk calls and overall confusion.

4)      Once you begin the migration, you should drive the migration to a conclusion. Every day you maintain a split organization you run an overly complex organization. Moreover, if your organization is not using automation to keep the directories synchronized every day that passes opens the door for more directly conflicts as people are added, removed or changed. You must minimize the amount of time you are coexisting on multiple platforms or in this case multiple Exchange organizations.

 

Debunking the top 5 Myths of Cross -Forest Exchange Migrations

Page 1 | Page 2 | Page 3 | Page 4 | Page 5

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Copyright Stephen Bryant 2008