CloudMigrator Quick Start Guide
Migrating from Scalix
The following instructions are designed to assist you in migrating mail from Scalix.
- You will need the credentials (username and password) of an admin account within Scalix.
- Your Scalix administrator account must be correctly configured in order to access all data within your system.
- Set up a Google project and a service account for your destination domain.
- Setup application impersonation or delegated access for GSuite. Application impersonation is supported and should be used with all Enterprise plans of GSuite. Application impersonation is, however, unavailable in Small Business and Kiosk plans and as such delegated access is required to be set up. Details of how to set up either are available below.
Configuring the Scalix admin
In order to read user lists from the system, a full system administrator account is required. To set a user as a full system administrator, log into the Scalix Administration Console, select a user, navigate to the ‘Advanced’ tab and ensure that the ‘Is full administrator’ box is selected. The user can be either a standard or advanced user.
Alongside being a full administrator, the user must also have mboxadmin rights. To set a user to have mboxadmin rights, from your Linux shell run the following command as root:
sudo /opt/scalix/bin/ommodu -o ADMIN -c +mboxadmin
Replace ADMIN with the name of your full system admin account.
The path to your Scalix administration binaries may differ, please refer to your Scalix installation or system administrator for details.
If you have not already done so, create a new configuration item by clicking the plus button and then "create a new configuration to get started".
Select the Scalix configuration item.
You should also supply a license key here before you continue. If you do not supply a key you will be able to setup and configure CloudMigrator but will not be able to perform a migration.
To enter this key, hover over the orange gear in the actions column and navigate to "View license" (one icon to the left) and you will be prompted to apply a license. Alternatively, you can click the name of the unlicensed configuration.
Choose Scalix as the migration source and enter your Scalix settings into CloudMigrator and then click next.
- Server Address - The hostname or IP address of the Scalix server.
- Server Names - All server names (not IP addresses) that are to be migrated from. Separate each name with a comma.
- Admin Username - The username of an administrator account with full rights on your Scalix server.
- Admin Password - The password of the specified admistrator account.
- Test Username - Specify the full email address of a user within the system, this must be a real user and must be the primary email address; not an alias.
CloudMigrator will now perform a small connection test to verify that the details you have entered are correct. If this fails you may have entered something incorrectly. If you are failing to resolve the issue please contact CloudMigrator Assist via the chat icon.
Select G Suite as your destination platform.
Select where you would like your data to be migrated. If you have purchased GSuite for Business or Google Vault you may want to migrate data directly into Google Vault.
To enable Google Vault for your domain, please see the following article: http://support.google.com/vault/bin/answer.py?hl=en&answer=2584132
Enter information for your G Suite admin account.
CloudMigrator will perform a connection test against your GSuite domain to verify that everything has been entered correctly.
If your GSuite system is brand new or for any reason the users being migrated have not been created in GSuite, CloudMigrator can create your users for you. Simply go to advanced settings, to the user settings section and enable Create Users.
Select Office 365 as your destination platform.
Enter information for your O365 admin account.
- Admin Username - The email address of an administrator within your Office 365 environment.
- Admin Password - The password for the administrator account specified earlier.
- Domain Name - The domain name of your Office 365 environment, this might be the part after the @ in your administrator email address. If migrating from several different domains, several migrations will be needed.
- Test Username - A non-admin user who is already present in the system.
CloudMigrator will perform a connection test against your O365 domain to verify that everything has been entered correctly.
If you are on a Small Business or Kiosk plan and need to use delegated access to migrate from Office 365 then you need to make an advanced settings change. Click Advanced Settings and under the Account Details section select Credential Method and change it to Delegated Access.
CloudMigrator includes a number of platform configuration and provisioning options for Office 365 migration that enable advanced automation scenarios. These options can be executed during the migration process and will run as part of the migration of users' data. See here for detailed information.
There are special considerations when you need to preserve the user's domain in the target tenancy. This is because you cannot have the same domain in two Office 365 tenancies at the same time. The recommended approach to achieve this is detailed below:
- All users to be migrated in the source tenancy will have a primary SMTP email address ending in their current domain e.g. 'email@example.com'. Check that each of these also has at least one alias. This will be needed later to avoid having to delete users in order to stop mail going to their original mailboxes
- Provision users mailboxes in the target tenancy with their primary SMTP email addresses based on the '.onmicrosoft.com' domain.
- Configure CloudMigrator with the target domain based on the new tenancy's '.onmicrosoft.com' domain. This will be used for both the bulk migration pass and the delta pass.
- On completion of the delta pass, all the users should have their current primary SMTP address switched to their alias. This will in-affect stop mail from being received and be the start of the mail 'down-time'.
- Remove the 'company.com' domain from all users in the source tenancy. It is essential that no objects remain assigned to this domain otherwise you will not be able to remove the domain from the tenancy.
- Remove the 'company.com' domain from the source tenancy.
- Add the 'company.com' domain to the target tenancy
- Assign the 'company.com' domain to all the users in the target tenancy and make this the primary SMTP email address
- This ends the 'mail down-time' as mail will now successfully flow to the users again in the new tenancy.
It's now time to add which users you'd like to migrate.
When migrating from Scalix you may be able to Get Users from the actions menu. If this option is unavailable, you can manually import users via a CSV file or simply add them individually via the plus icon
At this point you can choose what to migrate for each user, when migrating from Scalix you can migrate mail , contacts and calendars .
Enter your user's full email address within the Export Name field. If you have already created your GSuite users then you will just need to enter their username. If you would like CloudMigrator to automatically create your users make sure you also enter your user's given and family names as well as a strong password.
In order to export users from Scalix, the Export Name in the tool configuration must match the primary email address of the users within Scalix. This means that the users primary Email address (the one with which the account was created) must be the top entry in every users information in the Scalix Administration Console. If this is not done, users will fail to migrate (usually with error M0022). Due to limitations of the Scalix API this is a manual process that cannot be automated by the tool.
To migrate appointments from calendar resources only the ‘Resource Name’ is needed, ‘Resource Description’ is optional, and ‘Password’ is not required.
When a resource is migrated using CloudMigrator then the ‘Import Name’ becomes the resource ID within GSuite. If resources have been pre-created in GSuite then the resource ID should be extracted from GSuite and specified for the ‘Import Name’. Resource IDs can be found in the GSuite control panel by clicking on a resource name. The ID required is specified in the control panel as ‘Resource identifier’.
CloudMigrator lets you decide how much mail you'd like to migrate to your shiny new system.
If you are changing your email address as part of the migration you can verify that the domain names are correct here. You can also specify specific address replacements in the respective section of the advanced settings.
For more information on domain and address replacements, see this page.
Before you start your migration, you must supply a license key. If you have not supplied this key in step 2, you can do it now by clicking the bold link in the red bar at the top of the page. If you do not see the red bar then you are already licensed and don't need to worry!
We know that you may want to start your migration in the middle of the night, or over the weekend, but we don't expect you to stay up in order to do so. With CloudMigrator you can decide to schedule exactly when you'd like the migration to occur.
Start the migration.
During the migration process CloudMigrator will report back in real time exactly who is being migrated and the items being processed. All you now need to do is sit back, relax and wait for your migration to complete.
Check the progress of your migration.
Once complete you can download a full report for your migration.
For more information about this page, please visit the summary page.
While the default options are recommended for the majority of users, CloudMigrator gives users the ability to customise their migration experience. The following are the advanced options available to those migrating from Scalix.
- Migrate All Group Members - Turn this on to always attempt to migrate all members of Distribution Lists/Groups, even if the contact is not contained in the user’s personal address book. In Scalix contacts can be found within distribution lists but not within the address book. Similarly, if contacts from the system address book are contained within distribution lists this will also migrate them.
- Shared Folders - Within a user’s mailbox structure, there may be shared folders of other users. Google Apps and Office 365 do not support this concept of shared folders and thus any shared folder from another user will not be updated once in the Google system. It may also require the transfer of lots of data from a single user’s mailbox to many other users. It is recommended therefore that this setting is left at false. Note than any folders that a user has shared with others will be transferred as normal as they are normal folders for the owning user.
- Trace Folder Requests - Trace requests to Scalix folders, for use when more detailed error logging is needed.
While the default options are recommended for the majority of users, CloudMigrator gives users the ability to customise their migration experience. The following are the advanced options available to those migrating to GSuite.
- Migration Base URL 1.0 - The base URL for email migration using v1 of the email migration API. This should only be changed for specialized migration scenarios and for normal migrations should not be altered.
- Migration Base URL 2.0 - The base URL for email migration using v2 of the email migration API. This should only be changed for specialized migration scenarios and for normal migrations should not be altered.
- Timeout - The time in milliseconds that the tool has to complete sending a transaction to Google before an error occurs. This should be set high enough so that large amounts of data can be sent (further description is available in ‘Migration Strategies’). If a transaction fails using the provided timeout, it will be re-attempted using a larger timeout. While errors occur this will continue with increasing lengths of timeout, up to the retry count. It is better to set this to a very high value to ensure requests get through.
- Maximum Batch Size - This is the maximum size, in bytes, of a single transaction with the Google servers. Note: The absolute maximum size of any transaction that Google Apps allows is 32MB. Because of the way that messages are created and encoded (XML OR JSON, which is then Base 64 encoded) it is not usually possible to know the exact size of a message until it is created. Messages can be sent in batches, which also make it more difficult to establish the exact size of each transaction. Large batches also increase memory usage significantly and it is recommended that the maximum value of 5MB is used. This setting also has an impact on how long a single message will take to transmit to Google Apps and can therefore affect the requirements for the Timeout setting.
- Maximum Batch Count - The number of items that will be sent in a batch when transferring contacts and calendar items.
- Retry Count - The number of times a transaction with the Google servers will be retried if it fails. Note: A transaction could fail for one of a few reasons. If the transport layer fails, that is a transaction could not get through to the Google servers or the transaction times out, then the transaction will be attempted again until the retry count is met – with an increasing timeout value each time. Another possible reason for failure is that the client is sending too many requests per second. In this case, an exponential backoff system is employed where the tool waits for a period before retying any failed transactions (or parts of transactions).
- Modify Request - Leave at the default unless instructed by support.
- Custom Parameters - Adds custom headers to Google API requests, for debugging only.
- Force Appointment Acceptance - Set this to true to force all appointment recipients' attendance as confirmed.
- Appointment Privacy - Set the visibility of all appointments. Original will use the privacy setting from the source system, while the other settings will override the original setting and set the specified visibility.
- Maximum Attendees - Set the maximum number of attendees for any migrated appointments.
- Default Calendar Timezone - Set the default calendar timezone to use for recurring appointments which have no timezone set in the source system and where the target Google calendar is in UTC.
- Send Individual Events - Send appointment events as individual items rather than as a batch. Performance is slower than in batches, but may help with some rare issues with rate limiting.
- Color Categorized Appointments - If the appointment had a category in the source system, apply a colour to all appointments of that category.
- Migrate Attachments - Migrate appointment attachments to Google Drive and share with attendee.
Document Options (File and Attachements)
- Convert Text - Where possible, convert text and word documents to the Google Documents format.
- Convert Spreadsheets - Where possible, convert spreadsheets to the Google Documents format.
- Convert Presentations - Where possible, convert presentations to the Google Documents format.
- Convert Drawings - Where possible, convert drawings (*.wmf) to the Google Documents format.
- Convert OCR - Where possible, convert images using OCR.
- Archive Inbox EMail - Do not place migrated email from the inbox into the inbox within Google Apps. Instead the email will have a label of 'Migrated Email' applied.
- Apply Inbox Label to Sub-Folders - When a message from the source system was in a folder in the inbox, create the message with both 'Inbox' and 'Folder Name' labels. Set to False to just create the folder label.
- Modify Sent Address - For sent messages, if the sender does not match the email address of the destination account, modify it to match. This is to allow for sent items to display correctly in the Google Apps interface. Default is true.
- Maximum Batch Count - Specify the maximum number of messages in a single batch. Specify 0 to let the tool automatically allocate batches. Only applicable for immediate migrations.
- Email Transfer Delay - Specify the number of milliseconds to wait between sending messages.
- Email Thread Count - Specify the number of milliseconds to wait between sending messages
- Collection Naming Scheme - When attachments or files are migrated to Google Drive, choose the collection label scheme that will be applied to the migrated documents.
- Folder Name and Collection Label - migrate documents into a collection based on the folder name the attachment or document originated from, and also apply the collection label specified in 'Collection Name'.
- Folder Name - Migrate documents into a collection based on the folder name the attachment or document originated from.
- Collection Label - Migrate documents into a collection specified by 'Collection Name'.
- None - Do not apply a collection label.
- Collection Label - Specify the name of the collection label that will be used when 'Collection Label Scheme' specifies that a collection label should be applied to migrated documents.
- Use Cached Item Mappings - Use cached item mappings when migrating to Drive. (Not applicable for Google to Google migrations).
- Preserve Modified Date - Attempt to preserve the modified date during a migration.
- Allow Non-Google Sharing - Allow permissions to be added for users without Google accounts by sending notification emails to those users. Note this can result in many emails being sent to any non-Google addresses.
- Maximum Results Per Request - The limit on the number of results returned when listing files using the Google Drive API.
Team Drive Options
- Team Drive Default Organizers - Optionally, specify a list of existing user email addresses that will be assigned as organizers to Team Drives being migrated to. These organizer accounts will then be used to improve the performance of the migration. In the default case the G Suite admin user account will be used to perform the migration to Team Drives, but specifying multiple users here improves throughput by utlizing multiple organizer accounts simultaneously.
- Team Drive File Permissions - When adding permissions to files within Team Drives choose where these permissions will be applied. Choose from 'File' (the default), 'Root' (where all permissions will be applied on the Team Drive itself and thus inherited down the whole tree) or 'None' (no permissions will be applied)
- Team Drive Folder Permissions - Team Drive folders cannot directly have permissions. Choose whether to apply permissions that apply to folders from the source at the root of the Team Drive, or not at all.
- Team Drive Same Domain Migration Operation - When migrating from a Google Drive folder into a Team Drive choose whether to copy the files, or to move them. Note in the case of a move, the skeleton folder structure of the source folder will remain.
- Check Users/Resources/Groups Exist - Set this to false if you do not want to check if users, groups or resources exist in Google Apps (useful for testing exporting without creating accounts in Google Apps).
- Create Users/Resources/Groups - If users, groups or resources (supported source systems only) are not present within the Google domain, create them. If users have not been pre-created within the Google system then this can be set to true to have the migration tool create the users. If the users have not been pre-created and this is set to false then the migration process will fail. Note: Setting this to true requires that the Admin SDK is enabled for the Google domain and also that all details are provided for each user, including name, given name, family name and password. Failing to provide any of these details will cause the creation process to fail for that user. It is generally recommended that users are pre-created in the Google domain before processing with the tool. For resources and groups, only the Resource/Group Name (and Import/Export Names) are required.
- Change Password On Login - Force users to change their password on next login.
- Migrate to 'My Contacts' - Migrate personal contacts to the 'My Contacts' group rather than only to 'All Contacts'.
- Send Individual Contacts - This should generally be left to true, while slower than batch importing its much more reliable.
- Explode Message Labels - By default, if an email message is contained within a folder structure the label applied to that message will be the same as the folder structure (e.g. 'Personal Folders/My Folder/My Other Folder'). Setting this option to true will create a label for each of the folders (e.g. for the case described, labels of 'Personal Folders', 'My Folder' and 'My Other Folder' will be applied).
- Create Sub Labels - Create all sub-labels for labels within a message. For example, if a message has the label 'toplevel/midlevel', create both 'toplevel' and 'toplevel/midlevel' labels. This is specifically designed for use with nested labels.
- Multi-Server Drive Migration - Use distributed locking to allow for Drive migrations to be performed from multiple servers. This can be disabled if using only one server for migration.