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Migrate email using the Exchange cutover method

As part of a Microsoft 365 or Office 365 deployment, you can migrate the contents of user mailboxes from a source email system to Microsoft 365 or Office 365. When you do this all at one time, it's called a cutover migration. Choosing a cutover migration is suggested when:

  • Your current on-premises Exchange organization is Microsoft Exchange Server 2003 or later.

  • Your on-premises Exchange organization has fewer than 2,000 mailboxes.

Plan for migration


Setting up an email cutover migration to Microsoft 365 or Office 365 requires careful planning. Before you begin, here are a few things to consider:

  • You can move your entire email organization to Microsoft 365 or Office 365 over a few days and manage user accounts in Microsoft 365 or Office 365.

  • A maximum of 2,000 mailboxes can be migrated to Microsoft 365 or Office 365 by using a cutover Exchange migration. However, it is recommended that you only migrate 150 mailboxes.

  • The primary domain name used for your on-premises Exchange organization must be an accepted as a domain owned by you in your Microsoft 365 or Office 365 organization.

  • After the migration is complete, each user who has an on-premises Exchange mailbox also will be a new user in Microsoft 365 or Office 365, but you must still assign licenses to users whose mailboxes are migrated.

Note:

When migrating from Exchange 2003, TCP port 6001, 6002 and 6004 need to be open on the Exchange 2003 side.


Impact to users


After your on-premises and Microsoft 365 or Office 365 organizations are set up for a cutover migration, post-setup tasks could impact your users.

  • Administrators or users must configure desktop computers: Make sure that desktop computers are updated and set up for use with Microsoft 365 or Office 365. These actions allow users to use local user credentials to sign in to Microsoft 365 or Office 365 from desktop applications. Users with permission to install applications can update and set up their own desktops. Or updates can be installed for them. After updates are made, users can send email from Outlook 2013, Outlook 2010, or Outlook 2007.

  • Potential delay in email routing: Email sent to on-premises users whose mailboxes were migrated to Microsoft 365 or Office 365 are routed to their on-premises Exchange mailboxes until the MX record is changed.

How does cutover migration work?


The main steps you perform for a cutover migration are shown in the following illustration.



  1. The administrator communicates upcoming changes to users and verifies domain ownership with the domain registrar.

  2. The administrator prepares the servers for a cutover migration and creates empty mail-enabled security groups in Microsoft 365 or Office 365.

  3. The administrator connects Microsoft 365 or Office 365 to the on-premises email system (this is called creating a migration endpoint).

  4. The administrator migrates the mailboxes and then verifies the migration.

  5. Grant Microsoft 365 or Office 365 licenses to your users.

  6. The administrator configures the domain to begin routing email directly to Microsoft 365 or Office 365.

  7. The administrator verifies that routing has changed, and then deletes the cutover migration batch.

  8. The administrator completes post-migration tasks in Microsoft 365 or Office 365 (assigns licenses to users and creates an Autodiscover Domain Name System (DNS) record), and optionally decommissions the on-premises Exchange servers.

  9. The administrator sends a welcome letter to users to tell them about Microsoft 365 or Office 365 and to describe how to sign in to their new mailboxes.

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