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Migration

Exchange Online PST File Migration — Microsoft 365 Mailbox Import

IT Partner performs Outlook .pst file migration to Microsoft 365 (Exchange Online) for organizations that need to move email, tasks, calendars, and contacts from .pst files into Exchange Online mailboxes. Service SKU: ITPWW160MIGOT. Price: $300 + $20 per file. Duration: 1 week. Manager: Mike Mackey.

Timeline 1 weekService owner Mike MackeyExchange Online

What this engagement is

This service migrates Outlook .pst file content to Microsoft 365 (Exchange Online). Importing .pst files to user mailboxes can move an organization’s email, tasks, calendars, and contacts into Exchange Online. IT Partner can import .pst files in one of two ways: upload the data files over the network to temporary storage in the Microsoft cloud, or copy the .pst files to a hard drive with BitLocker encryption and physically ship the drive to Microsoft. Export and collection of .pst files can be performed either by IT Partner or the Client, upon agreement.

Success criteria

01Users can access Exchange Online on their desktop PCs, mobile phones, and tablets from any place, any time
02.pst files content is uploaded to the appropriate mailboxes in 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

Kickoff meeting to exchange contact information, plan key steps, and discuss the project
.pst files prepared for downloading in the selected manner
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
Report with the number of mailboxes that were successfully migrated and those that cannot be migrated, if any
Incremental mailbox synchronization set up to receive any emails sent after the start of the main synchronization
Migration issues and errors resolved to ensure that all mailboxes have been successfully migrated
DNS settings changed and their application controlled
Health and status of the destination Exchange Online environment monitored to make sure the migration process is correct
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.

Accounts, mailboxes setup and license assignment

Provide new Exchange Online mailboxes by creating Microsoft 365 user accounts and assigning Exchange Online user licenses.

Preparing .pst files for download

Prepare .pst files for downloading in the selected manner.

Data import from .pst files

Start the migration batch and import .pst file content to the appropriate mailboxes in Exchange Online.

Changing MX record to Exchange Online

Change DNS settings and control their application.

Post-migration tasks

Monitor health and status of the destination Exchange Online environment, resolve migration issues and errors, provide migration reporting, and provide the project closeout report.

Prerequisites

Export and collection of .pst files can be performed either by IT Partner or the Client, upon agreement.
Client provides a dedicated point of contact responsible for working with IT Partner and coordinate any outside vendor resources and schedules.
Client configures all network equipment, such as load balancers, routers, firewalls, and switches.
Client provides the authorization data necessary to complete the migration.
Client ensures that contacts and calendars are exported to .pst files if the export was performed by the Client.
Client performs changes to internal and external DNS, as required.
Client assists with identification of high-risk users, including top executives and VIP users, users with 50 GB mailboxes or larger and/or 30 GB deleted folders or larger.
Client reviews and approves engagement deliverables in a timely manner.

Who does what

IT Partner

  • Hold a kickoff meeting to exchange contact information, plan key steps, and discuss the project
  • Prepare .pst files for downloading in the selected manner
  • 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
  • Set up incremental mailbox synchronization 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

  • Export and collect .pst files (may be performed either by IT Partner or the Client, upon agreement)
  • 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
  • Ensure that contacts and calendars are exported to .pst files (if the export was performed by the Client)
  • 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
More extensive documentation can be provided for an additional fee

Limitations & technical notes

!The plan may vary depending on your needs.
!There are two possible ways to import .pst files to Microsoft 365: upload the data files over the network to temporary storage in the Microsoft cloud, or copy the .pst files to a hard drive with BitLocker encryption and physically ship the drive to Microsoft.
!Export and collection of .pst files can be performed either by IT Partner or the Client, upon agreement.

Frequently asked questions

What is included in IT Partner’s Exchange Online PST file migration service?

IT Partner’s Exchange Online PST file migration service imports Outlook .pst file content into Microsoft 365 Exchange Online mailboxes. The service includes a kickoff meeting, Microsoft 365 user and Exchange Online mailbox setup, license assignment, domain validation, PST preparation for the selected import method, migration batch start, issue resolution, DNS change control, Exchange Online environment monitoring, migration reporting, and a closeout report.

What types of Outlook data can be migrated from PST files to Exchange Online?

This service migrates Outlook .pst file content such as email, tasks, calendars, and contacts into Microsoft 365 Exchange Online mailboxes. Contacts and calendars must be included in the exported .pst files if the Client performs the export, because IT Partner can only import content that is present in the provided PST files.

How does IT Partner import PST files into Microsoft 365?

IT Partner can import PST files into Microsoft 365 in one of two ways: uploading the data files over the network to temporary storage in the Microsoft cloud, or copying the PST files to a BitLocker-encrypted hard drive and physically shipping the drive to Microsoft. The selected method is agreed during the engagement based on the project needs.

How long does the Exchange Online PST migration service take?

The stated duration for IT Partner’s Exchange Online PST file migration service is 1 week. The actual project plan may vary depending on the organization’s needs, PST file readiness, DNS timing, authorization availability, and any migration issues that need resolution.

How is the Exchange Online PST migration service priced?

The listed price for IT Partner’s Exchange Online PST file migration service is $300 plus $20 per PST file. The service SKU is ITPWW160MIGOT, and any additions outside the listed scope should be confirmed with IT Partner before the engagement starts.

Who manages the Exchange Online PST file migration service?

The listed service manager for IT Partner’s Exchange Online PST file migration service is Mike Mackey. Prospective buyers should confirm project contacts, escalation paths, and scheduling details during the kickoff meeting.

What does the Client need to provide before the PST migration can begin?

The Client must provide a dedicated point of contact, required authorization data, timely review and approval of deliverables, and coordination with any outside vendors. The Client is also responsible for configuring network equipment, assisting with high-risk user identification, and performing internal and external DNS changes as required.

Who is responsible for exporting and collecting the PST files?

Export and collection of PST files can be performed either by IT Partner or by the Client, upon agreement. If the Client performs the export, the Client must ensure that contacts and calendars are exported to PST files when those items are expected to be migrated.

Does IT Partner create the Exchange Online mailboxes as part of this service?

Yes, IT Partner provides new Exchange Online mailboxes by creating Microsoft 365 user accounts and assigning Exchange Online user licenses. IT Partner also adds and validates email domains in Microsoft 365 as part of the migration engagement.

What happens during the PST migration engagement?

The engagement typically starts with a kickoff meeting, followed by account and mailbox setup, PST file preparation, data import from PST files, MX record changes to Exchange Online, and post-migration tasks. Post-migration work includes monitoring the destination Exchange Online environment, resolving migration issues and errors, providing migration reporting, and delivering a project closeout report.

Will mail flow be moved to Exchange Online during the project?

Yes, the implementation plan includes changing the MX record to Exchange Online and controlling the application of DNS settings. Emails can be sent and received using Exchange Online when the migration and required mail flow configuration are complete.

How does IT Partner handle email received after the main synchronization starts?

IT Partner sets up incremental mailbox synchronization to receive emails sent after the start of the main synchronization. This is included to help keep the migration aligned with mail flow changes during the transition to Exchange Online.

What business impact or downtime should we expect during the migration?

The service content does not specify a fixed downtime window, so downtime or user impact should be confirmed with IT Partner during planning. The engagement includes DNS change control, Exchange Online health monitoring, and migration issue resolution to help ensure the migration process is correct.

What reports are provided after the PST migration?

IT Partner provides a report showing the number of mailboxes that were successfully migrated and any mailboxes that cannot be migrated, if applicable. IT Partner also provides a project closeout report with final project status, evidence of matching acceptance criteria, outstanding issues if any, and the final budget.

What are the success criteria for the Exchange Online PST migration?

The service success criteria include users being able to access Exchange Online from desktop PCs, mobile phones, and tablets; PST content being uploaded to the appropriate Exchange Online mailboxes; necessary Transport rules being created and working; email send and receive functioning in Exchange Online; and Exchange Online Protection being configured and working.

Does this service include Exchange Online Protection configuration?

Yes, Exchange Online Protection configuration is included in the stated success criteria for the service. The engagement is considered successful when Exchange Online Protection is configured and working, along with the other migration acceptance criteria.

What is not included in IT Partner’s PST migration service?

Customer team training, desktop software settings, end user support, and more extensive documentation are not included in the standard service scope. These items may be available as additional services or for an additional fee, but they should be confirmed with IT Partner.

Does the service include configuring Outlook or other desktop software for end users?

No, desktop software settings are explicitly not included in the standard Exchange Online PST file migration service. If users need desktop configuration assistance, that should be discussed with IT Partner as a separate or additional service.

How are high-risk users handled during the migration?

The Client assists with identifying high-risk users, including top executives, VIP users, users with 50 GB mailboxes or larger, and users with deleted folders of 30 GB or larger. This matters because these users may require closer planning or monitoring during the Exchange Online migration.

What happens if some mailboxes or PST files cannot be migrated successfully?

IT Partner resolves migration issues and errors as part of the service to help ensure all mailboxes are successfully migrated. If any mailboxes cannot be migrated, the reporting deliverable identifies the number of successfully migrated mailboxes and those that cannot be migrated, if any.

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$300 + $20 per file
1 week
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