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ISDA Exchange Migration Information

conduct an assessment:

    *  assess client needs: (desktop, web, mobile devices, which OS, on-campus, off-campus, public or roaming desktop/laptops, wired/wireless)
    *  identify current and target email clients to be used
    *  discuss training needs (before or after the transition)
    *  obtain users kerberos principles
    *  determine number of users and split/ratio of each OS
    *  if Techtime users, the whole department needs to transition together.
    *  determine if calendar resources (departmental conf rooms) need to be created with list of designates
    *  discuss next day on-site assistance

What can IS&T do in advance to prepare for the migration?

The Exchange transition checklist is a compilation of what to expect out of the migration.  IS&T recommends reviewing this checklist to set expectations on what is and not migrated during the process, and what will need to be recreated and/or manually re-configured: http://web.mit.edu/ist/topics/email/exchange/checklist.html

The Email and Calendaring page, lists available services, support resources and supported email programs within the Exchange infrastructure: https://web.mit.edu/ist/dontindex/aurora/exchange/exchange/index.html

What can IS&T expect to happen after the migration has been scheduled?

One week before the scheduled migration:
 - a confirming email will be sent to you or your designated representative to confirm the email and/or calendar migration date to include preparation information.

The Day of migration:
    *  The project manager will coordinate with team to schedule migration, provide kerberos principles (usernames) for the DLC.
    *  a confirmation email including date and time to be sent to you and team

During the migration
    * user account(s) will be split for five business days
          - this is only a precautionary measure to ensure data migration success
    * users are able to check email using the current email service (IMAP)
    * email (IMAP) data will be migrated first, followed by techtime data (if applicable)

After the migration
    * logon to the Webclient, Outlook Web Access (OWA) <http://owa.mit.edu/> and confirm success of email and calendar data migration
    * an email will be sent to the departmental contact or designate representative confirming the migration was completed
    * if arrangements have been made in advance, the transition team will be on-site to assist the day after migration.
    * after five business days and upon departmental confirmation that all users data was migrated and customer satisfied, the accounts will be         unsplit.

Assessment Information

Department: Infrastructure Software Development and Architecture, MIT Information Services and Technology

Planned Migration: Friday, July 24th

On Site Assistance: Monday, July 27th

Department Contact: Patricia Sheppard (pshepp@mit.edu) x.33179

MIT Address: Building W92, 1st Floor

DLC Room Resources: Fenway (W92-199), Park Street (W92-115), Downtown Crossing (W92-225), Riverside (W92-240), Aquarium (W92-212), North Station (W92-278), Back Bay A (W92-106A), Back Bay B (W92-106B)

Demonstrations and Training Sessions - no need to sign up, just show up!

Outlook:
W92 Back Bay Conference Room A and B:

  1. Monday, July 13, 2009 Time:  10:00 -11:30 am
  2. Wed, July 15, 2009 Time: 10:00 -11:30 am

N42 Demo Center:

  1. Tuesday, July 14, 2009 Time:  2:30 - 4:00 pm
  2. Thursday, July 16, 2009 Time: 3:00 pm to 4:30 pm
  3. Friday, July 17, 2009 Time: 10:00 am to 11:30 am
  4. Friday, July 17, 2009 Time: 1:00 pm to 2:30 pm
  5. Monday, July 20, 2009 Time: 9:30 am to 11:00 am
  6. Tuesday, July 21, 2009 Time: 9:30 am to 11:00 am
  7. Wednesday, July 22, 2009 Time: 9:30 am to 11:00 am

Entourage:
W92 Back Bay Conference Room A and B:

  1. Friday, July 24, 2009 Time: 1:00pm to 2:30pm
  2. TBD

Documentation for Transition Team

Windows User Checklist Email_Exchange Transition Checklist - Outlook.doc
Mac User Checklist Email_Exchange Transition Checklist - Entourage.doc

The following information must be completed by Wednesday, July 15th.  Please find you kerberos principal and answer the following questions accordingly.  This information will be used by the Exchange Transition Team to assist in the migration to the new integrated email and calendaring tools.

Kerberos Principal

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Do you have a tech Time account?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Do you use Tech Time?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Do you use Tech Time tasks?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Do you use other calendars, contacts, notes or tasks? Please indicate (Palm, Outlook, Google, Phone, iCal, Apple Address Book)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Do you currently use any features listed below and if yes, with which applications?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Calendar

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Tasks

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Flags

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Contacts

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Notes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Categories

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


During this process your local calendar (contacts, notes, tasks) will be moved to the Exchange server and merged with everything you had in Tech Time.  Is this okay?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


MIT Email: What email program and version(s) do you use? (Outlook, Webmail, Entourage, AppleMail, Thunderbird)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Do you use rules and filters?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Outlook Users: In Outlook when addressing emails, there is an Auto Fill feature that completes an email address as you type.  This file will be erased.  Will you need to be able to reference the addresses that were located in this file?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


In addition to your MIT email, do you access any other profiles or email accounts within Outlook?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


List additional profiles and accounts:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Are you a delegate and send MIT email on behalf of someone else?  If yes, who?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Cellular Phones and Handheld Devices: Do you use a cell phone or Handheld?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Do you read MIT email on this device?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Do you currently sync Tech Time with this device?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


What model device(s)?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


What service provider(s)? (AT&T, Verizon)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Calendar Moving Forward: Do others have access as a delegate to your calendar? (view, read, write, modify)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Do others have read only designate access to your calendar?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Do you have designate access to someone elses calendar?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Do you have read only access to someone elses calendar?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Resource calendars - designate access:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Training: Please specify what type of training you will need (Outlook/OWA and/or Entourage):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other issues you would like discussed prior to migration:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 





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