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Cutover Exchange Online Migration — Third-Party Hosted Exchange to Microsoft 365

IT Partner’s Cutover Exchange Online Migration from a Third-Party hosted Exchange Server is a 1-week migration service for organizations moving emails, contacts, tasks, and other data from a third-party hosted and managed Exchange Server to Microsoft 365 Exchange Online, including cases where direct administrative access to the source server is not available and migration is possible using each user’s credentials. SKU: ITPWW100MIGOT. Price: $300 + $25 per mailbox.

Timeline 1 weekService owner Mike MackeyExchange Online

What this engagement is

This service migrates mailbox data from a third-party hosted Exchange Server to Exchange Online using a cutover migration approach, where mailbox information is transferred to the new location. It is intended for situations where you do not have direct administrative access to the source server and migration is possible using each user’s credentials. IT Partner plans and guides the cutover, creates the destination Exchange Online mailboxes, validates email domains in Microsoft 365, starts the migration batch, resolves migration issues, changes DNS settings and controls their application, monitors the destination Exchange Online environment, and provides migration and closeout reporting. Service details: SKU ITPWW100MIGOT; price $300 + $25 per mailbox; duration 1 week; manager Mike Mackey; date 2018-02-01; product Exchange Online; type Migration.

Success criteria

01Users can access Exchange Online on their desktop PCs, mobile phones, and tablets, from any place, any time
02Mailbox content, including emails, calendars, and tasks, is migrated to Exchange Online
03All necessary transport rules are created and working
04Emails can be sent and received using Exchange Online
05Exchange Online Protection is configured and working

What you receive

New Exchange Online mailboxes provided by creating Microsoft 365 user accounts and assigning Exchange Online user licenses
Email domain(s) added and validated to Microsoft 365
Migration batch started
Incremental mailbox synchronization setup to receive any emails sent after the start of the main synchronization
DNS settings changed and their application controlled
Destination Exchange Online environment health and status monitored to make sure the migration process is correct
Report with the number of mailboxes that were successfully migrated and those that cannot be migrated, if any
Project Closeout Report indicating the final project status, including evidence of matching acceptance criteria, outstanding issues, if any, and the final budget

How the work unfolds

Kickoff meeting

Exchange contact information, plan key steps, and discuss the project.

Analysis of the current Exchange solution

Gather information about users and mailboxes.

Preparing for email migration

Prepare for email migration.

Pre-stage email migration

Pre-stage email migration.

Changing MX record to Exchange Online

Change MX record to Exchange Online.

Final email migration

Final email migration.

Post-migration tasks

Complete post-migration tasks.

Prerequisites

You must have a new Microsoft 365 tenant without users (or with user accounts we can delete)
You must have logins and passwords of all users involved in the migration or you must be ready to change them before the migration, or you must have a server admin account
You must have access to your email domain DNS zone

Who does what

IT Partner

  • Hold a kickoff meeting to exchange contact information, plan key steps, and discuss the project
  • Plan and guide the cutover from the source system to Exchange Online
  • Provide new Exchange Online mailboxes by creating Microsoft 365 user accounts and assigning Exchange Online user licenses
  • Add and validate email domain(s) to Microsoft 365
  • Start a migration batch
  • Provide a report with the number of mailboxes that were successfully migrated and those that cannot be migrated, if any
  • Incremental mailbox synchronization setup to receive any emails sent after the start of the main synchronization
  • Resolve any migration issues and errors to ensure that all mailboxes have been successfully migrated
  • Change DNS settings and control their application
  • Monitor health and status of the destination Exchange Online environment to make sure the migration process is correct

Your team

  • Provide a dedicated point of contact responsible for working with IT Partner and coordinate any outside vendor resources and schedules
  • Configure all network equipment, such as load balancers, routers, firewalls, and switches
  • Provide the authorization data necessary to complete the migration
  • Perform changes to internal and external DNS, as required
  • Assist with identification of high-risk users (top executives and VIP users, users with 50 GB mailboxes or larger and/or 30 GB deleted folders or larger)
  • Review and approve engagement deliverables in a timely manner

What's not included

Customer team training (could be added as an additional service)
Desktop software settings
End user support

Limitations & technical notes

!This migration occurs in the cutover migration mode when all information from mailboxes is immediately transferred to a new location.
!During MX record switching, the email service may be unavailable.
!The downtime depends on the DNS settings of your provider and the DNS system features of email senders.
!You can also use the additional email caching service, which will allow you to receive all emails regardless of the MX switching duration.
!Upon completion of the project, IT Partner will provide a Project Closeout Report. More extensive documentation can be provided for an additional fee.
!The plan may vary depending on your needs.

Frequently asked questions

What is IT Partner’s Cutover Exchange Online Migration from a Third-Party Hosted Exchange Server service?

IT Partner’s Cutover Exchange Online Migration from a Third-Party Hosted Exchange Server is a 1-week service for moving mailbox data from a third-party hosted and managed Exchange Server to Microsoft 365 Exchange Online. It is designed for cutover migrations, including scenarios where the customer does not have direct administrative access to the source server and migration can be performed using each user’s credentials. The service SKU is ITPWW100MIGOT.

How much does this Exchange Online cutover migration service cost?

The listed price for IT Partner’s Cutover Exchange Online Migration from a Third-Party Hosted Exchange Server is $300 plus $25 per mailbox. The final cost depends on the number of mailboxes included in the migration. Optional or additional services, such as expanded documentation, training, or other out-of-scope work, should be confirmed separately with IT Partner.

How long does the cutover migration to Exchange Online take?

The stated duration for this service is 1 week. The engagement includes kickoff, analysis of the current Exchange solution, migration preparation, pre-stage migration, MX record cutover, final migration, and post-migration tasks. The plan may vary depending on customer needs.

What data is migrated to Exchange Online?

The service migrates mailbox content from the third-party hosted Exchange Server to Exchange Online, including emails, calendars, contacts, tasks, and other mailbox data. The success criteria specifically include mailbox content such as emails, calendars, and tasks being migrated to Exchange Online. Any unusual data requirements should be confirmed with IT Partner before the project begins.

Can IT Partner migrate mailboxes if we do not have admin access to the hosted Exchange server?

Yes, this service is intended for situations where direct administrative access to the source hosted Exchange server is not available, provided migration is possible using each user’s credentials. The customer must provide logins and passwords for all users involved in the migration, be ready to change those passwords before migration, or provide a server admin account. Without usable authorization data, the migration may not be able to proceed.

What are the prerequisites for this Exchange Online migration service?

The customer must have a new Microsoft 365 tenant without users, or a tenant with user accounts that IT Partner can delete. The customer must also provide user logins and passwords for the mailboxes being migrated, be ready to change them before migration, or provide a server admin account. In addition, the customer must have access to the email domain DNS zone so required DNS changes can be made.

What does IT Partner do during the migration engagement?

IT Partner holds a kickoff meeting, gathers information about users and mailboxes, plans and guides the cutover, creates Microsoft 365 user accounts, assigns Exchange Online licenses, and validates email domains in Microsoft 365. IT Partner also starts the migration batch, sets up incremental mailbox synchronization, resolves migration issues, changes DNS settings and controls their application, monitors the Exchange Online environment, and provides migration reporting. These activities are performed within the stated cutover migration scope.

What responsibilities remain with the customer during the migration?

The customer must provide a dedicated point of contact to coordinate with IT Partner and any outside vendors. The customer is responsible for providing required authorization data, coordinating or performing required internal and external DNS changes, configuring network equipment such as routers and firewalls, identifying high-risk users, and reviewing deliverables on time. These responsibilities are important because DNS access, credentials, and coordination directly affect migration success.

Will email be unavailable during the cutover to Exchange Online?

Email service may be unavailable during MX record switching because mail flow is being redirected from the hosted Exchange environment to Exchange Online. The length of downtime depends on the DNS settings of the customer’s provider and the DNS behavior of email senders. IT Partner notes that an additional email caching service can be used to receive emails regardless of MX switching duration, but the service content does not state whether that option is included in the listed price.

How is mail flow handled during the migration?

IT Partner changes DNS settings, including the MX record, to direct mail flow to Exchange Online during the cutover. The service also includes incremental mailbox synchronization to receive emails sent after the start of the main synchronization. During the MX record switch, some email service interruption may occur depending on DNS propagation and sender behavior.

Does this service include creating the Exchange Online mailboxes?

Yes, IT Partner provides new Exchange Online mailboxes by creating Microsoft 365 user accounts and assigning Exchange Online user licenses. The service also includes adding and validating the customer’s email domain or domains in Microsoft 365. A prerequisite is that the Microsoft 365 tenant must be new without users, or existing user accounts must be deletable.

Does IT Partner configure DNS for the migration?

IT Partner changes DNS settings and controls their application as part of the migration scope. The customer must have access to the email domain DNS zone and must perform changes to internal and external DNS as required. In practice, this means DNS work requires both IT Partner guidance and customer-side access or approval.

What happens if some mailboxes cannot be migrated?

IT Partner attempts to resolve migration issues and errors to ensure that all mailboxes are successfully migrated. The service deliverables include a report showing the number of mailboxes successfully migrated and those that cannot be migrated, if any. If a mailbox cannot be migrated, the final status and any outstanding issues are included in the reporting and closeout documentation.

Are large or high-risk mailboxes handled differently?

The customer is expected to help identify high-risk users, including top executives, VIP users, users with mailboxes of 50 GB or larger, and users with deleted folders of 30 GB or larger. The service content does not define separate pricing or a separate process for these mailboxes, so any special handling should be discussed with IT Partner before the migration. Identifying them early helps plan the cutover and reduce migration risk.

Does this service include Exchange Online Protection configuration?

Yes, one of the stated success criteria is that Exchange Online Protection is configured and working. However, the service description does not define the exact Exchange Online Protection settings or policies included. Customers with specific filtering, anti-spam, anti-malware, or compliance requirements should confirm the configuration scope with IT Partner.

Does this service include creating transport rules in Exchange Online?

Yes, the success criteria state that all necessary transport rules are created and working. The service content does not specify which transport rules are included or how “necessary” is defined. Customers that require specific mail flow, disclaimer, routing, compliance, or exception rules should confirm those requirements with IT Partner during planning.

What is not included in this migration service?

Customer team training, desktop software settings, and end user support are not included in the stated service scope. These items may require a separate or additional service if the customer needs hands-on user assistance or workstation configuration. The included scope focuses on the Exchange Online cutover migration itself, DNS changes, synchronization, monitoring, and reporting.

Will IT Partner configure Outlook, mobile devices, or end-user desktops after migration?

No, desktop software settings and end user support are listed as not included in this service. Users are expected to access Exchange Online after the migration, but hands-on configuration of Outlook profiles, mobile devices, or individual desktops is outside the stated scope. If that support is needed, it should be arranged separately with IT Partner.

What deliverables are provided after the migration is completed?

IT Partner provides a report showing the number of mailboxes successfully migrated and any mailboxes that cannot be migrated. IT Partner also provides a Project Closeout Report with the final project status, evidence matching the acceptance criteria, outstanding issues if any, and the final budget. More extensive documentation can be provided for an additional fee.

What are the success criteria for this Exchange Online migration?

The migration is considered successful when users can access Exchange Online from desktop PCs, mobile phones, and tablets; mailbox content such as emails, calendars, and tasks has been migrated; emails can be sent and received through Exchange Online; necessary transport rules are working; and Exchange Online Protection is configured and working. These criteria define the intended outcome of the cutover migration. Any additional acceptance criteria should be agreed with IT Partner before the project starts.

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