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PRE-MIGRATION STEPS

PRE-MIGRATION STEPS

Mar 30, 2018

McCOMBS OFFICE365 & EMAIL MIGRATION: SATURDAY, MARCH 31st (7:00AM - 1:00PM)

PRE-MIGRATION

1. The Basics
 Bookmark the following pages (for updates on the migration and support documentaion)
 Print Your Outlook Calendar

Print out a copy of your Outlook Calendar (if you rely heavily on it for meetings and/or appointments).

2. Review items that WILL Be Migrated Automatically - TAKE STEPS IF REQ'D
 What Is Being Migrated - TAKE STEPS IF REQ'D
 The following WILL be migrated automatically for everyone (data delivered and stored on the server).
  • Email Messages (*w/ exception of "Personal Folders" or "Archived Mail" - see below)
  • Calendars
  • Contacts
  • Distribution Groups
  • Permissions (i.e. Shared Calendars, Mailboxes, et al)
 Requires Your Review

While we don't anticipate any issues with the migration, if these are a key part of your job, please make note of:

  • Special email permissions
  • Additional mailboxes
  • Shared mailboxes
  • Shared Calendar
3. Review items that will NOT Be Migrated Automatically - TAKE STEPS ASAP
 What is NOT being migrated - REQUIRES ATTENTION ASAP
 Preparation IS REQUIRED (these items will have to be exported prior to the migration and then imported into your new profile after the migration)
  • Inbox Rules* (Action that runs automatically to manage incoming or outgoing messages)

*Inbox Rules can be recreated in your new Outlook Profile. If you use >10 rules, we recommend that this be required.

 Preparation is OPTIONAL (we can not make this decision for you - please review closely)
  • Inbox Rules** (Action that runs automatically to manage incoming or outgoing messages)
  • Personal Archive - if you want to make extra super sure that you have everything (Manually created archive, stored locally on your computer)

**Inbox Rules can be recreated in your new Outlook Profile. If you use <10 rules, it's your choice as to export/import or to recreate.

 Preparation is NOT required (these items will have to be attached to your new profile after the migration):

NOTE: While preparation is not required Pre-Migration for the below items, please make a note to yourself that there WILL be a few short steps after you create your NEW Outlook Profile (*or other) to re-assign them appropriately. (see Reconfigure Your Computer)

  • Email Signatures (personalized signatures for your email messages)
  • Out of Office Reply Settings (Automated replies)
  • Forwarding Settings (Office 365 account automatically goes to another email account, such as your Gmail account)
  • Personal Folders (Copies of emails on your computer, not on the server)
  • Archived Mail (Similar to Personal Folders)
 I'm Not Sure If I Use Any of These

If you are unsure, please ask! Most of you will use little more than Email Signatures, Out of Office Reply Settings and perhaps a few Inbox Rules. (See Support)

MIGRATION: DATES and INFORMATION

PRE-MIGRATION STEPS DEADLINE

FRIDAY, MARCH 30th (5:00PM)

 

 

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