Migration Wizard for Exchange Install Guide 6.0, Rev 7/2010
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Migrating from Microsoft Exchange to Zimbra Collaboration Suite : Using the ZCS Migration Wizard

Using the ZCS Migration Wizard
Even though the ZCS Migration Wizard can be run from start to finish without stopping, Zimbra recommends that after the accounts are migrated, you stop. Before proceeding, change the mail relay information to point to the Zimbra server instead of the Exchange server. This will prevent any lost mail while the files are being imported.
Note: After the files have been imported to the Zimbra server, you should verify that the import was successful before deleting the Exchange accounts.
How to Migrate Accounts and Import Email
The ZCS Migration Wizard can be downloaded from the Zimbra Administration Download page on the Zimbra administration console.
1.
From the Zimbra Administration Download page click the Migration Wizard for Exchange icon to download the ZCS Migration Wizard executable file to your computer.
2.
Double-click on the ZCS Migration Wizard executable file. The Welcome dialog appears. Click Next to continue.
3.
The Import Destination dialog is displayed.
Enter the following:
Host name. This is the host name of the Zimbra server.
Admin Port. The default admin services port is 7071.
Use Secure Connection (SSL) is checked to establish a secure connection to the server port.
Username and Password. This is the name and password of the administrator account on the Zimbra server.
Click Next.
One Step Migration
If accounts are being created from XML data, select One Step Migration and browse to the XML file’s location. Click Next. When the Import Completed dialog displays, click Finish. See Preparing an XML File for One-Step Migration about how to create the XML file.
4.
In the Destination Domain dialog, select the Zimbra domain name where accounts will migrate to.
Note: If you create the domain name after you started the ZCS Migration Wizard, click Refresh Domains to update the list from the Zimbra server.
Click Next.
5.
To continue and begin the import, in the MAPI Logon dialog identify the MAPI profile you created for use with the Zimbra Migration Wizard to conduct the migration.
Click Launch Profile Chooser, to launch a standard Windows dialog box from which you can either choose an existing MAPI profile, or create a new one, as described in the Microsoft Office documentation. This profile should be created before the migration tool is executed.
Once you have chosen a profile, click Next.
6.
In the Source and Destination Mailboxes dialog, define the users to be migrated to the Zimbra server. Choose one of the following ways to select users:
Object Picker, to select specific users to migrate. Go to step a.
Query Builder, to select groups of users to migrate. Go to step b.
User Map, to select an XML file with data that defines the mapping between Exchange user IDs and the corresponding user IDs on ZCS. Go to step c. See Mapping Exchange User IDs to ZCS User IDs about how to create the XML file.
a.
Click Object Picker to select specific accounts to migrate.
In the dialog, the Object Type is preconfigured with Users. This cannot be changed.
Click Locations to select the domain from which to select the accounts.
In the Enter object names text box, type the user names or partial user names and click Check Names. Separate the names with a comma. For example, if you type Jo, all names that begin with Jo are displayed, i.e., Joe Smith, Joseph Flanders, Joanna Writh.
Click Advanced to specify a more detailed search (optional).
When the object names have been typed, click OK. The Source & Destination Mailboxes dialog displays again with your selections listed in the box. Go to step 7.
b.
Click Query Builder, to select groups of accounts to migrate.
In the Active Directory Query Builder dialog, click Browse to select the base distinguished name (DN) of the container to be used as the root for the search. If you want all folders under the selected DN base to be included in the migration, check Subtree.
Create a filter to identify which mailboxes to import.
Click OK. The Source & Destination Mailboxes dialog refreshes with your selections listed in the box.
c.
Click User Map and in the dialog that opens, browse to the XML file created with the user mapping. Click OK.
7.
The Source & Destination Mailboxes dialog now displays the Zimbra account name, the Exchange Store DN information and the Exchange DN information for accounts to be migrated. Review the information.
If any accounts should not be migrated, select the account and click Remove, otherwise click Next to continue.
8.
The ZCS Migration Wizard now checks to see if these accounts exist on the Zimbra server. After checking all the accounts, the Target Account Verification dialog displays the number of accounts that exist and the number of accounts that do not exist on the Zimbra server. The accounts with the status of No such account will be created. Click Next.
9.
The Account Provisioning dialog is displayed. All accounts with the status of No such account are shown in the Unprovisioned Accounts list box. Before creating these accounts, select the Class of Service (COS) that these accounts will be assigned and enter the default password for the accounts.
The COS defines the features and preferences for these accounts. Classes of Service that have been configured on the Zimbra server are listed. If you recently created a COS and it is not listed, click Refresh COS. New COSs are added to the list.
Important: Included in this list are two COSs called default and None.The COS named default refers to the default COS that was automatically created when Zimbra Collaboration Suite is installed. The COS named None is used to represent a COS configured for the domain that is being migrated. Configuring a domain COS is optional. Select None to provision the accounts with the COS assigned to the domain. If None is selected and the domain has not been configured with a specific COS, the COS named default is automatically assigned.
In the Initial Password field, enter a default password. This is the password for every account that is created.
Note: If password is not specified at the time of provisioning, after the migration you can either:
Configure ZCS authentication to be external against the LDAP directory. Users can continue to use their existing password.
Click Next. The listed accounts are provisioned.
Note: If you do not want to create any of the accounts from this list, check Do not provision any users, and click Next. No accounts are created on the Zimbra server.
10.
You can view the results of account provisioning in the Provisioning Accounts dialog. The Provisioning Result column shows the status of account creation. Any account not created is shown as Unable to create account.
The provisioning of email accounts on the Zimbra server is complete. Before proceeding you should change the mail relay information for these users to point to the Zimbra server instead of the Exchange server. Any new email messages are sent to the Zimbra mailboxes.
11.
The Import Items dialog is used to select which parts of users accounts should be imported.
Import Mails. Select this item to import users’ mail.
Import Contacts. Select this item to import users’ contact folders.
Import Tasks. Select this item to import users’ task folders.
Import Calendar. Select this item to import users’ calendars.
Calendar Options. If you chose to import users’ calendars, you can specify whether to convert meetings organized by users to their new addresses.
12.
The Import Options dialog is used to set rules about what files should be imported.
The checkboxes for Import Junk-Mail Folder and Import Deleted Items Folder determine whether or not to import mail currently in those Junk Mail and Trash folders respectively.
The checkbox for Ignore previously imported items can be used in cases where an earlier import operation was interrupted. If checked, the import process picks up where it left off, rather than importing duplicates.
The wizard prevents import of duplicates by checking the progress logs for every user’s mailbox that has been imported before. If the message ID in the progress log matches an existing message, that message is not imported, hence preventing duplicate import of messages.
Check the Date Filter checkbox to import mail only after a certain date. This lets you discard old messages.
In the Advanced Options field:
Set the number of accounts to import simultaneously. Since the import is likely to happen while both servers continue to service other mail accounts, you should use caution when increasing this number, because setting this number too high may affect server performance.
Set the maximum attachment size. The message size includes the message and attachments. The default is 0, which means there is no limit to the size.
Click Next. A confirmation dialog appears. Click OK to begin importing.
Important: Users can continue to work in Outlook while their mail is being imported, although any operation they do after that mailbox folder has been imported will not be picked up by the Zimbra server. To ensure that the imported mailbox is consistent with the old mailbox, we recommend informing users that their mailboxes will be unavailable over some scheduled downtime period.
The Import In Progress screen displays the import progress.
13.
When the import is complete, the Import Completed dialog displays any errors. If errors or warnings appear, review the Description column and take appropriate action.
Note: You can also view this log file later in the temp folder of the user used to run the migration tool. The file name appears as m2l.log.
Use Import More Users to re-run the import on a different batch of users. You might do this to import users from another domain, for example.
Click Finish to close the ZCS Migration Wizard.
More information about migration logs.
A migration log gives you detailed information about the account import process from Outlook to ZCS. Statistical details like the number of errors, number of migrated users, duration of migration, and amount of data transferred is logged, among other details.The first line of the migration log shows the version of the Migration Wizard used.
 
09-09-2009 16:38:27 [964]: ZCSExchangeMigrationWizard-6.0.0_GA_2544 Version x.0
RPC errors that occur during the connection to the Zimbra server or the MS Exchange system are captured in the log. The SOAP block is stored as an XML file in the folder containing this log.
 
09-09-2009 16:40:04 [964]: RPC Error:- WinHttpSendRequest failed. The RPC request is logged as C:\DOCUME~1\MIGRAT~1\LOCALS~1\Temp\ZCSExchangeMigrationWizard-6.0.0_GA_2544\2-RPCErrorRequest.xml
09-09-2009 16:40:04 [964]: RPC Error: One or more errors were found in the Secure Sockets Layer (SSL) certificate sent by the server.
Every account that is migrated is logged in a separate section in the log starting with Work arrived... <User Exchange Store DN><User Zimbra Account> and ending with Import Complete... Deleting MAPI folder list.
 
09-09-2009 17:32:54 [972]: Work arrived.../o=First Organization/ou=First Administrative Group/cn=Recipients/cn=TestUser1 TestUser1@arindamdev.lab
 
Each such log section contains major migration actions, including errors and warnings. When migration is complete, you can view detailed information about statistics of the migration process.
 

Migrating from Microsoft Exchange to Zimbra Collaboration Suite : Using the ZCS Migration Wizard

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Migration Wizard for Exchange Install Guide 6.0, Rev 7/2010
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