Plan a Microsoft 365 Implementation
Plan Migration of Users and Data
The course is part of this learning path
Microsoft 365 represents a combination of Office 365, Windows 10 and Enterprise Mobility offerings – providing the most complete set of SaaS technologies that Microsoft has to offer. With Microsoft 365, organizations can deploy a complete solution encompassing both devices and applications, along with applying security and compliance policies to protect the entire suite.
This course will help you as you plan your migration of users and data to Microsoft 365, including planning your identity and authentication solution, and the on-premises infrastructure needed to support your migration. We’ll also help you understand and identify your business requirements and use cases, to help drive your decision-making process when planning to transition your infrastructure to the Microsoft cloud. We’ll spend some time focusing on networking and discuss some of the networking decisions that need to be made to ensure an optimal migration experience, as well as the best experience for your users after migration.
This course will also help you to identify which data needs to be migrated to the cloud, and what the best migration method will be based on your scenario – we’re also going to cover the different types of user identities, how your users will authenticate, and how that’s going to affect your migration planning.
In addition to talking about these different components, we’re also going to run through a few demos – showing you some of the practical steps involved, along with some tips and tricks we’ve picked up along the way.
By the end of this course, you should be able to:
- Plan a Microsoft 365 Implementation, including the supporting infrastructure
- Plan your identity and authentication solution, both on-premises and in the cloud
- Identify your users, data, and mailboxes to be migrated to Microsoft 365
- Plan the migration of your groups and user data to Microsoft 365
This course is intended for people who:
- Want to become a Microsoft 365 administrator
- Are preparing to take the Microsoft’s MS-100 exam
To get the most from this course, you should have a general understanding of networking & server administration as well as IT fundamentals such as DNS, Active Directory and PowerShell.
Let's just take a few minutes now to go through the PST import service, setting that up and importing a PST file.
We're gonna start from the admin portal and go over to Setup and then Data Migration. On the Data Migration, we're gonna choose the option to upload PST files. Note that to create import jobs, you must be assigned the Mailbox Import Export role in Exchange Online. This is not the Permissions field here. This is in Exchange Online itself. So we're gonna go to the Exchange Admin portal, go to Permissions, and we're gonna create a new admin role called Mailbox Import, and we're going to add the Import Export role to it. There we go. And under Members, we will assign it to ourselves in this case. Click OK and Save.
Okay, we're all done, so we're gonna click OK. And then come back to the Security and Compliance center, and then wait for this role to be assigned. Now that our role has been updated, we can go ahead and create a new import job, so click that option and we're gonna give our job a name. Note that it must be all lowercase letters, numbers, or hyphens, and you must start with a letter, no spaces. Jeremy-pst-import-job. It can be whatever you want it to be. We're gonna choose the option to upload our data, although you could, of course, copy all this data to hard drives and ship it off to Microsoft and they'll upload it in their data centers, but we're just gonna go ahead and upload over the internet.
Now, it's a good idea to open the companion guide and have it available in another tab here. You can see here that it gives you all the details of what we're gonna be doing, step by step, more information on how to use the AzCopy tool, so on and so forth. The next thing that we wanna do here is we're gonna create a SAS URL that is gonna go to an Azure storage blob. And the Azure storage blob is what we're gonna upload our PST files into. And from that, the import service is gonna take those PST files, pull them in, and distribute them according to our mapping file. So we're gonna click this option here to show the network upload SAS URL and that is gonna create that link for us. Okay, we're gonna copy that to clipboard 'cause we're gonna need that later. And then download Azure AzCopy. I've already installed the AzCopy tool, so let's switch over to that now and continue. Here's the command that we're going to use to upload our PST files into the Azure blob that we've created. Starts with the AzCopy.exe /Source. Make sure that your source is in quotes and of course we're just gonna point it to the local folder that I have my PST files saved in. /Dest for destination, again, has to be in quotes. We're gonna paste the SAS URL that we had copied earlier into this section. And then /V means Verbose and we're gonna give it a log location and then /Y to tell it to go ahead and write the file. Gonna copy this. Paste it in and run it.
Now, you'll see a warning comes up on the screen that tells you that if you want to transfer a directory or a sub-directory, you need to use the recursive mode option or /S. There's also a file pattern option that you can do where you can specify a certain naming pattern and capture a bunch of PST files and not the other ones. Again, we're just copying everything that's inside the folder, it's only one file. Pretty straightforward, not really too much to do. Now, what we're gonna do is we're gonna come into our folder and view our logs. There it is right here. Everything's copied over just fine. Okay, now, we are going to grab our destination here, our SAS URL. And we're gonna open the Azure Storage Explorer and the Storage Explorer allows us to take a look at our blob and see what's inside of it. We're gonna just right-click the Storage Accounts and connect to Azure Storage. If you don't have the Azure Storage Explorer installed, it's included in the transfer guide there that we have open in the other tab. You'll see a link to download it in the instructions here that I'm following, pretty straightforward. We're gonna use the shared access signature URI, click Next.
The URI, we already have copied. And click Next and then Connect. And there's the PST file that we uploaded ready to go. So we're gonna close this down and we're gonna complete our import now. So we're gonna come back to the portal. And say yes, I'm done uploading my files and I have access to the mapping file. The PST mapping file is downloaded from the companion guide and quite simply, just lists out the workload, the file path, where and where everything's gonna go. So our workload is Exchange because we're importing PST files. The file path, we'll leave empty because we're just going into the root of our storage blob. And we're going to give it the name of the PST that we're importing and the mailbox we're gonna be importing it into. We're not going into an archive, so that is false, and we're gonna give it a root folder to import into. If you leave this blank, it's just gonna import it into a folder inside your inbox called Imported.
And none of this here needs to be filled out, so we're gonna save this and say yes. And then go ahead and upload our file and validate it. Next, we're gonna click Save. Okay, so the job has been created and we can click Close. And it's gonna start the analysis of our file and let us know if there's any data that we need to fix or if there's any issues that need to be resolved. And we're just gonna hit Close for now. And we'll let this analysis complete and then we'll come back and get the import jobs started once this is done. Okay, we can see that our analysis has completed here, so we're gonna click on our job and open it up. Analysis is completed. One file, zero skipped, no corruption, no encryption, no analysis failure.
Perfect, we're gonna go ahead and import to Office 365. Are we going to filter our data? Nah, let's just import everything. Next. Import Data. Okay, we're gonna leave it to do its thing. Click Close. You can come back and keep an eye on the progress here. This is a really small PST file, about 10 megabytes in total, so it should only take a few minutes. Typically, though, if you have multiple PST files, really large ones, PSTs tend to be quite large or they can grow quite large, you're gonna find this is gonna take a while. But this is it. You can leave this job to run in the background. Your users will find the data populating in their mailbox, according to whatever you set up. And you're all done. You're good to go.
Jeremy Dahl is a Senior Technology Consultant who has spent the last 8 years focusing on Microsoft 365 technologies and has been an Office 365 MVP for the last 6 years. Jeremy is a self-proclaimed cloud addict who architects technology solutions that combine cloud technologies with on-premises solutions, allowing organizations to make the most of their existing infrastructure while still taking full advantage of the agility and scalability of what the cloud has to offer.
Jeremy can be found blogging about Microsoft 365 technologies on his website, masterandcmdr.com, and evangelizing the Microsoft cloud on Twitter.