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

Lisa Hendrickson | June 15, 2015 | 0 Comments

Published 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!