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Small Business. Level 1 survival guide презентация
Содержание
- 1. Small Business. Level 1 survival guide
- 2. Goals
- 3. First call: Onboarding SB Number of mailboxes
- 4. Step 1. Create account objects Exchange CSVDE
- 5. Step 2. Adjust mail flow Explain what
- 6. Step 3. Data transfer. Exchange Exchange Platform:
- 7. TEST RPC over HTTP settings Test OWA
- 8. Settings in OWA
- 9. Direct MAPI If the RPC over
- 10. Step 3. Data transfer. IMAP/POP IMAP A.
- 11. Step 4. Cutover From Intermedia side
- 12. Step 5. End of Onboarding Customer
- 13. Editing cases in footprints Engaged box checked
- 14. Use Intermedia ‘right now’ If customers want
- 15. Frequently asked questions How long the
- 16. Onboarding Tools
- 17. Case creation - Log into
- 18. Onboard New Customer window
- 19. EXCHANGE MIGRATION
- 20. Settings Type in exmerge credentials or individual
- 21. Settings Enter Exchange server name (FQDN). If
- 22. Save and test settings Check settings and
- 23. Starting Objects Export You can either export
- 24. Object Export process You can view details
- 25. Preview AD Objects You can choose what
- 26. Managing individual users You can specify individual
- 27. Mailflow You can choose option whether redirection is needed or not
- 28. Starting Migration process You can start data
- 29. Account Objects creation Details about all objects
- 30. Export content Firstly, we export data to
- 31. Export content details View details for each mailbox
- 32. Import Content Once export is completed, import
- 33. Single Sign On Once the imports
- 34. Preparation for Cutover During the cutover, wizard will check your MX records again.
- 35. Cutover Expand the cutover section and
- 36. Differentials Wait for the differentials
- 37. End of Onboarding Once the
- 38. IMAP MIGRATION
- 39. Settings Please fill all the fields with
- 40. Objects export Please upload CSV file containing
- 41. CSV Template Here is the way it
- 42. Mailflow In case mail redirection is needed,
- 43. Starting Migration process You can start data
- 44. Account object creation Firstly, wizard will create
- 45. Transfer IMAP Content IMAP migration will be
- 46. Single Sign On Once migration have
- 47. Preparation for Cutover Wizard will check your MX records again.
- 48. Cut over Expand the cutover section and
- 49. Copy Remaining Mailbox content Wait for the
- 50. Onboarding completed Once the customer verifies
Goals
Слайд 3First call: Onboarding SB
Number of mailboxes
Exchange)
Amount of data
Upgrade mail clients
Amount of data
Upgrade mail clients
Small Business Migration Overview
https://hosting.intermedia.net/support/kb/viewKBArticle.asp?id=2237
Слайд 4Step 1. Create account objects
Exchange
CSVDE export
Export GAL (remote CSVDE pull)
Manually through
Hostpilot
Mass import (template)
One by one
POP/IMAP
Manually through Hostpilot
Mass import (template)
One by one
Mass import (template)
One by one
POP/IMAP
Manually through Hostpilot
Mass import (template)
One by one
Слайд 5Step 2. Adjust mail flow
Explain what mail filter redirection (MFR) does
Use
MFR?
Where MX points?
Mail server
MFR: Check MX responds on Port 25
Customer updates DNS after MFR is set
Postini/ Message Labs/ Smarsh / 3rd party mail filter
Where MX points?
Mail server
MFR: Check MX responds on Port 25
Customer updates DNS after MFR is set
Postini/ Message Labs/ Smarsh / 3rd party mail filter
No
Set forwarding to
hostpilot/serverdata alias
Yes
How Do I Use Postini Together With Hosted Exchange?
https://hosting.intermedia.net/support/kb/viewKBArticle.asp?id=2342
Слайд 6Step 3. Data transfer. Exchange
Exchange Platform:
A. RPC over HTTP export tool
FQDN
of the backend server
OWA URL
Credentials
Exmerge
Username (login) + password of each mailbox
List of matching users on Intermedia side (login + password)
Authentication: NTLM/BASIC
B. Outlook Backup
C. Import through Outlook
OWA URL
Credentials
Exmerge
Username (login) + password of each mailbox
List of matching users on Intermedia side (login + password)
Authentication: NTLM/BASIC
B. Outlook Backup
C. Import through Outlook
Requirements for RPC over HTTP(s) Export Tool
https://hosting.intermedia.net/support/kb/viewKBArticle.asp?id=1895
Слайд 7TEST RPC over HTTP settings
Test OWA URL
Exchange 2003:
https://proxyservername/exchange/emailaddress
https://proxyservername/owa/emailaddress
Exchange 2007/2010: ask for
URL
Do you get a certificate warning?
SSL certificate expired
Self signed certificate
Does the exmerge account work?
Look for settings in OWA
Do you get a certificate warning?
SSL certificate expired
Self signed certificate
Does the exmerge account work?
Look for settings in OWA
www.testexchangeconnectivity.com
https://wiki.intermedia.net/index.php/Test_ROH_settings
Слайд 9Direct MAPI
If the RPC over HTTP is not configured on the
firewall
Customer should provide public IP address of his firewall/router that has NAT connection to the backend server
Open firewall on all ports for our IP address
Customer should provide public IP address of his firewall/router that has NAT connection to the backend server
Open firewall on all ports for our IP address
Слайд 10Step 3. Data transfer. IMAP/POP
IMAP
A. IMAP migration tool (migrates only email)
IMAP
Server address, SSL/NO SSL, port 993/143
List of mailbox credentials (login and password)
List of matching mailboxes on Intermedia side (login and password)
Authentication
POP/IMAP
B. Outlook Backup
C. Import through Outlook
List of mailbox credentials (login and password)
List of matching mailboxes on Intermedia side (login and password)
Authentication
POP/IMAP
B. Outlook Backup
C. Import through Outlook
Слайд 11Step 4. Cutover
From Intermedia side
Remove mail filter redirection
Start differential
From customer side
Reconfigure
Outlook clients (OPH)
ActiveSync (My Services)
Wipe/Reactivate BlackBerries (My Services)
Autodiscover
SPF
ActiveSync (My Services)
Wipe/Reactivate BlackBerries (My Services)
Autodiscover
SPF
Слайд 12Step 5. End of Onboarding
Customer verifies migration is complete
Migrate public folders
(optional)
User (not Exmerge) with Publishing Editor permissions for all subfolders
User (not Exmerge) with Publishing Editor permissions for all subfolders
Слайд 13Editing cases in footprints
Engaged box checked on first talk
Escalating to L2:
Set
status to Work In Progress
Assign L2 team
New case:
Fill in as much details as possible: for the next engineer
Amount of data
Migrating From
3rd party mail filter
Mail client, OS
Assign L2 team
New case:
Fill in as much details as possible: for the next engineer
Amount of data
Migrating From
3rd party mail filter
Mail client, OS
Слайд 14Use Intermedia ‘right now’
If customers want to start using our mailboxes
‘right now’
With the current mail provider set up forwarding from the mailbox to hostpilot/serverdata alias
Do not enable MFR
Update MX, Autodiscover, SPF
Configure Outlook (My Services > OPH)
ActiveSync (My Services)
Wipe/Reactivate BlackBerries (My Services)
With the current mail provider set up forwarding from the mailbox to hostpilot/serverdata alias
Do not enable MFR
Update MX, Autodiscover, SPF
Configure Outlook (My Services > OPH)
ActiveSync (My Services)
Wipe/Reactivate BlackBerries (My Services)
Слайд 15Frequently asked questions
How long the migration takes?
We give the estimate of
7 days. No shorter than 72 hours(DNS propagation)
How long does it take to transfer data?
2days for every 100GB
How long does it take to transfer data?
2days for every 100GB
Слайд 17Case creation
- Log into Onboarding tools panel: https://cp.serverdata.net/Tools/
- “Onboarding
cases” > “Onboard new customer” button
- Make sure that in FP case account name in title is mentioned in []
- Make sure that in FP case account name in title is mentioned in []
Слайд 20Settings
Type in exmerge credentials or individual email address and password. Field
“User Name” can be in format: Domain\Username
Слайд 21Settings
Enter Exchange server name (FQDN). If client has autodiscover service –
it will pull the rest information, if not – please enter it manually
Слайд 22Save and test settings
Check settings and connection to the server by
hitting “Save and test connection button”
Once it would be able to connect, you can proceed to the next step
Once it would be able to connect, you can proceed to the next step
Слайд 23Starting Objects Export
You can either export information from GAL or upload
csv file
Please hit “Start Export” button once you choose necessary option
Please hit “Start Export” button once you choose necessary option
Слайд 24Object Export process
You can view details by hitting Event log button.
View log – for L2 and PE
Слайд 25Preview AD Objects
You can choose what objects to create and manage
settings for each individual. It might be a good Idea to send a CSV file to the customer for verification.
Слайд 26Managing individual users
You can specify individual login details for each mailbox
and manage display name and email addresses
Слайд 28Starting Migration process
You can start data pull on a particular date
and time and choose whether all data should be migrated
Слайд 29Account Objects creation
Details about all objects created. Event logs can be
checked in case of any errors
Слайд 30Export content
Firstly, we export data to PST file. You can modify
concurrent mailbox export tasks
Слайд 32Import Content
Once export is completed, import will be started automatically. You
would be able to restart any faulted tasks only once import is completed. You can check the event log for error details.
Слайд 33Single Sign On
Once the imports have been completed and the data
has been verified we can proceed to cutover preparation step. The easiest way to configure profiles would be to send out welcome emails with SSO. You may skip SSO per customers request.
Слайд 35Cutover
Expand the cutover section and hit cutover to initiate the cutover
for the account.
If MFR was used the email will start to be delivered to the Intermedia mailboxes within 15 minutes
The differentials will be started automatically.
If MFR was used the email will start to be delivered to the Intermedia mailboxes within 15 minutes
The differentials will be started automatically.
Слайд 36Differentials
Wait for the differentials to be completed and update the
customer. You can restart data transfer on this page if needed.
Слайд 37End of Onboarding
Once the customer verifies Onboarding process is completed,
please Mark the Onboarding case as completed.
Слайд 39Settings
Please fill all the fields with the necessary settings. You may
use prefill option to search for the server information and Test connection option to test connection to the server
Слайд 40Objects export
Please upload CSV file containing all the necessary users that
should be migrated to account
Слайд 41CSV Template
Here is the way it should looks like. Please fill
only main fields like: Source Login, source password, password, object class (user, contact, distribution group), display name, Proxy addresses (in format smtp:email address; UPN should be mentioned in SMTP:email address format. If you don’t know what to enter in other fields – leave it empty
Слайд 42Mailflow
In case mail redirection is needed, please choose necessary option and
specify SMTP server name. Don’t forget to check that you can perform telnet session on port 25 to that server
Слайд 43Starting Migration process
You can start data pull on a particular date
and time and choose whether all data should be migrated
Слайд 44Account object creation
Firstly, wizard will create all mailboxes that were mentioned
in the csv file that you have uploaded.
Слайд 45Transfer IMAP Content
IMAP migration will be started automatically. Hit details to
view status for each mailbox. View event logs to find more details about the process
Слайд 46Single Sign On
Once migration have been completed and data has been
verified by the client, we can proceed to cutover preparation step. The easiest way to configure the profile would be to send out welcome emails with SSO. You may skip SSO per customers request.
Слайд 48Cut over
Expand the cutover section and hit cutover to initiate the
cutover for the account.
If MFR was used the email will start to be delivered to the Intermedia mailboxes within 15 minutes
The differentials will be started automatically.
If MFR was used the email will start to be delivered to the Intermedia mailboxes within 15 minutes
The differentials will be started automatically.
Слайд 49Copy Remaining Mailbox content
Wait for the differentials to be completed and
update the customer. You can restart data transfer on this page if needed.
Слайд 50Onboarding completed
Once the customer verifies Onboarding process is completed, please Mark
the Onboarding case as completed.
