Call That Girl’s Remote Support & Office 365 Show 21

| June 15, 2015 | 0 Comments

mousepadPublished date: 05/26/2015 Microsoft Exchange Migration Checklists

Download at http://www.podnutz.com/ctg021

Show Notes

  • Exchange to Exchange migrations
    • Export the PST file
    • Backup the calendars and contacts
    • DNS and server updates
    • Set up the profile
    • Import the PST
      • Should all be easy!
        • Password issues…
          • Can hold onto old passwords, and keep you from using the new passwords and new account..
          • Manual setup requires anonymous authentication, which you can only get from the Windows update.
        • 178 updates later…
          • Emails are missing… Closed before syncing was done. Oops!
        • Too many PST files, conflicting! Necessary to delete some.
  • AppRiver spam filter
  • Skype for Business
  • Checklists for migration work
    • Preferred method of contact
    • Data backup
    • Client agreement form
    • How many mailboxes will be migrated?
      • List all email addresses and full names
    • What version of Outlook are you using?
      • I don’t use Outlook
      • Phone only
      • Web access
      • Gmail
    • Provide a second email account for the account owner to have global admin for password resets, etc.
    • Are there any other computer issues that we need to be aware of?
      • Could advise a tuneup so the tech knows that everything is working correctly beforehand.
    • What is your current company email platform?
      • POP
      • IMAP
      • etc.
    • Manage expectations so that things run more smoothly and efficiently.  Get all of the information you need beforehand, so you can work with other schedules, etc.
      • What time zone are you in?
      • What version of Outlook are you using?
        • May need to do a tune-up on Outlook before…
      • What kind of smart phone are you using?
      • Do you work from an office, home, or both?
      • What’s a good phone number we can contact you at during the migration?
      • Are you currently experiencing any problems???
      • Do you feel overwhelmed with your email inbox?
        • Some people have a hoarding problem.
          • Hoarding help problem is common
      • You might lose your auto-complete!

 

Tags: , , , , , ,

Category: Outlook Support

About the Author ()

Lisa Hendrickson is the owner of Call That Girl. She is an Outlook Expert and Microsoft 365 Consultant.

Leave a Reply