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Configure the account that PowerShell will use to connect to the mailboxes. In case of O365being the target archive, the Domain doesn’t need to be filled in. PowerShell URL will begenerated automatically. Choose Basic authentication type, run a test connection and click OK.Then click OK again - this will redirect you to theNew migration dialog.Once the source and target archive connection is set, click on “Create” back in the very first “Newmigration” dialog:contentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 16

The migration project is now added to the Archive Explorer pane of contentGATE.5.2 Migration project configurationOpen the MAM to O365 migration’s management interface from the node’s context menu (orvia the “Open migration management” button in the Items pane).contentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 17

By clicking the Open migration management button, its management interface opens. We willwalk through the configuration settings of our newly created migration project. Theseconfigurations enable to set the exact mailboxes to be migrated/excluded from the migration process the exact migration workflow (email and shortcut migration) the retention category migrations migration performance etc.5.2.1 Interface overviewThe migration project’s settings are available in the respective sections of the migration’smanagement interface.contentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 18

The following settings are available in these sections: Home – Migration settings can be viewed and connector settings can be viewed or edited onthis page.contentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 19

The toolbar of this page features the following options: Change source – source archive connections can be edited using this option Change target - target archive connections can be edited using this option Generate migration report – an overall migration report for all mappings can be createdusing this option (more details here) Settings – item filtering settings, global and performance settings can be configured here(more details here) License usage information – displays the data volume and number of items in themigration Dashboard – displays the basic parameters of the source and target connectorsThe graph in section “Migration details” displays the number of migrated items in the last 7, 30or 365 days. The time period is configurable using the triple dot menu in the upper right cornerof the graph. Move with your cursor over the graph and the information gets displayed. Initiallythe value is “0”.contentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 20

The current activity of reader and worker threads can be also viewed using the graph at thebottom of the window. Source objects – This section represents the list of the source objects (in this case MAMarchive mailboxes) that are available on the source connector. Initially the grid is empty.Source objects can be loaded either manually or automatically. (For more details click here.) Target objects - Target objects (Office 365 mailbox(es)) can be loaded here either manuallyor automatically. The grid collects the targets of the migration – WHERE the data will bemigrated. The list is initially empty and the objects can be added either manually, or it ispossible to load them all. (For more details click here.) Mappings – Before starting the archive migration procedure, the MAM objects must bemapped to the O365 objects. This action is called object mapping. The objects that have notbeen mapped cannot be migrated. Object mappings are specified in “Mappings” section.Manual and automatic mappings are both enabled. (For more details click here.) Migration – Migration jobs and groups can be created and viewed on this tab. The workflowof a migration is defined in the migration job. The job’s workflow defines what exactly will becontentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 21

migrated. A migration job must be always assigned to a migration group, because only themailboxes added to groups can be migrated. (For more details click here (jobs) and here(groups)).All the above mentioned sections are initially empty. To configure these settings refer to thefollowing sections of this user guide.5.2.2 Default project settingsBefore you start to configure a migration job, you can set default settings that will be applied inyour migration project. To configure these default settings, click on “Settings” in the Home tab’stoolbar.The “Settings” window opens. The navigation pane of this window features 3 types of settings: Global settings Filtering settings Performance settingsGlobal settingsUse this option to specify a target mailbox folder for mailbox items with path that cannot befound during the migration process. By default, the items without the folder path informationare saved into folder “Unknown”, but this folder can be changed here.When checked, the option Preserve shortcut properties during the shortcut migration does thefollowing: Finds a shortcut in the mailbox Reads properties that can be preserved (categories, follow up flags, read status, etc.)contentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 22

Migrates the item 1:1 – the item will be the exact same as it is in the source archive Upgrades the shortcut (creates new item from the .msg file) Applies properties that can be preserved on the new shortcutNote: Information like category, follow up fag, read status, etc. are Outlook/user specificinformation and might be changed multiple times during an email lifetime. Therefore, it can beconsidered not as email specific, but rather user specific information.This option is recommended in case the migration needs to be fully compliant. The migratedmessage is kept as it is, but the shortcut of the user is not losing the user specific Outlookinformation.When checked, the option Modify migrated message by applying the actual shortcutproperties on it will modify the migrated email before it is transferred to the target system anddo the following: Find a shortcut in the mailbox Read properties that can be preserved (categories, follow up flags, read status, etc.) Read the message from the source archive and apply properties that can be preserved onthe message Migrate the modified message to the target archive Upgrade the shortcut (create new item from the modified .msg file) The properties that can be preserved are already available on the new shortcutThis option is recommended in case the customer requires to "update" the status of the migratedemails to the current status. The email is modified during the shortcut migration; therefore, itcan't be considered as fully compliant migration.Important: If the item migration has already finished on the given mailbox, the option Modifymigrated message by applying the actual shortcut properties on it makes no sense anymore,because the email was already migrated 1:1 to the target archive and can’t be modified later.Therefore, please plan the migration strategy in advance, especially the sequence of themigration.contentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 23

If explicit public folder settings need to be configured, it is possible to allow and configure it here.Filtering settingsFiltering settings enable to exclude certain mailboxes from the migration process. The list ofmailboxes to be excluded can be imported from a CSV file, from an SQL database that the sourcearchive is connected to or from Oracle that the source archive uses. It is possible to importmultiple list of entries to be excluded. Already added entries will not be deleted, the list will beonly updated.To add mailboxes to be excluded, click the “import” button, select the import type (CSV file, SQLServer or Oracle) and specify the items that shouldn’t be processed by the migration project.Even if certain mailboxes are excluded from the migration, there can still exist shortcuts pointingto the excluded mailboxes. The dropdown list allows the administrator to decide what to do withthese shortcuts: leave them untouchedcontentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 24

replace with the original item or to delete them.It is also possible to allow filtering by Message class and Date.Performance settingsPerformance settings enable to set the default performance values for every migration job of amigration project. The administrator may set here the default number of reader and workerthreads. The thread count defines the number of tasks running in parallel. The default values willbe prepopulated in the migration job’s settings.contentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 25

Note: The thread count may be changed in the job settings. Values defined in the migration job havealways priority.5.2.3 Loading source objectsDefinition of terms: source objects mailboxes available in the source MAM EE archiveOpen the “Source objects” tab. The grid of the page is initially empty and the source mailboxesmust be loaded. You have multiple options how to load them: Load all – use this option to load all objects available on the source archive Select manually – if you do not want to load all available objects from the sourceconnector (e.g. if you do not want to migrate all), you can use this option to pick thedesired objects manually.contentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 26

By manual selection of the objects the “Migration objects” dialog opens. Pick up the desiredobjects from the list and click “Add”. The source objects will be shifted to the lower part of thedialog. The dialog offers to select subfolders of a source object, too (option “Add folder”).Click “Save”.The selected source objects are now added to the grid:contentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 27

The mailbox items, attachments and file versions may be viewed using the Show contents optionin the toolbar. Use option Properties to view the basic properties of a mailbox.Show contents of a mailbox itemcontentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 28

Mailbox item propertiesOnce the demanded source objects are loaded, switch to section “Target objects”.5.2.4 Loading target objectsDefinition of terms: target objects Office 365 mailbox(es)Open the “Target objects” tab from the toolbar. Initially the grid is empty. The Office 365mailboxes are loaded on this page. These mailboxes will be the targets of the migration.You have multiple options how to load the mailboxes from the contentACCESS archive: Load all – use this option to load all objects available on the source archivecontentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 29

Select manually – if you do not want to load all available objects from the sourceconnector, you can use this option to pick the desired objects manually.The process is the same as with the source objects. Load the desired objects on the target(where you will migrate TO) and switch to section “Mappings”.5.2.5 Mapping source objects to target objectsNote: The Error report and Reset errors buttons are explained in the section Migration reports.Open the “Mappings” tab and click “Create” in the toolbar to create the desired objectmapping(s).contentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 30

The “Mappings” dialog features the source object(s) TO BE MIGRATED on the source side, and target object(s) WHERE the source objects can be migrated on the target side.Note: One source object can be mapped to one target only, but one target object may be associated tomultiple source objects. This action is called merging. Wish you associate multiple source objects to thesame target, uncheck the “Hide mapped target object” option above the grid.Mappings may be specified either manually or automatically.By manual selection select each source and target one-by-one, and map them together using the“Map selected” option.Wish you use automatic mapping, 1) click on the “Map automatically” button and 2) select themapping criteria.contentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 31

There are 6 auto-mapping methods available:Match name – maps the objects based on nameMatch email address – maps the source to target based on the email address included in theobject propertiesMatch identifiers – maps the source to target based on the IDs included in the object properties(e.g. object ID, entity ID etc.)Use heuristics (name) and accept match if rate is more than the selected amountMatch email address with prefix – map email addresses with the same email prefix (part of emailaddress that appears left of the “@“ symbol)Match target name with login name – maps the objects if the target name matches the loginname of the source.Once the criteria are selected, click on the “Start mapping” button, and the objects will be pairedautomatically.Note: If no matches have been found by the automap, the application will warn about it. In this case theuser needs to map the objects manually.contentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 32

Added mappings are shifted to the lower part of the Mappings dialog.Click “OK” to add them to the grid.Note: Mapped objects are marked with green color in the source and target grids, while unmappedobjects are blue.contentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 33

It is also possible to map objects based on a .CSV file. Click on File based mapping in the mappingsdialog and select the desired file. Specify the separator of the properties. If you want to ignorethe first line of text in your file (e.g. header), check the Ignore first line checkbox. Selectthe Source and Target properties from the dropdown lists respectively. Click on Startmapping and then Apply changes. The remaining steps are the same as when mapping manuallyand/or automatically.It is also possible to assign the mapping to a Group directly from the Mappings tab. Select thedesired group from the Assign to group dropdown list.contentGATE Manual MAM to O365 Version 2.7.20 ALL RIGHTS RESERVEDTECH-ARROW, a. s. Kazanská 5B, 821 06 Bratislava, Slovakia, EU E-mail: [email protected] www.tech-arrow.comPage 34

5.2.6 Creating migration group(s) and adding group membersIn the next step we need to create a migration group and associate our mapped mailboxes withit. Since a migration can be started on group level only, mailboxes that are not group memberscannot be processed.Group management makes the migration process more transparent and manageable. It makeseasier to check which mailboxes have been already migrated, and it

5.1.1 Specifying Source and Target archive connection settings The Source archive (Metalogix Archive Manager Exchange Edition - MAM EE) To configure the MAM connection, select it in the Source archive dropdown-list and click the Configure button in the dialog. The MAM connection dialog opens. First, you will be required to configure the MAM .