The University of Texas at Austin

Office 365

REQUIRED: Outlook 2007 - Pre-Migration Checklist

This document walks users of Outlook 2007 through the checks required before a mailbox can be migrated from AEMS to Office 365. The following steps must be reviewed thoroughly:

Removing Large Items Before Email Migration

  1. Select the Tools menu at the top of the window and select Instant Search, then Advanced Find.

  2. Change the drop down menu labeled Look for: to Any type of Outlook item.

  3. Select the More Choices tab.

  4. Change the dropdown menu labeled Size (kilobytes) to greater than.
  5. In the adjacent text field, enter 2000.
  6. Select Find Now. Any messages meeting the chosen criteria will appear in the results pane at the bottom of the window. From here they can be opened, and their attachments saved to disk.

Deleted Items Warning

Large Deleted Items Folders
The migration process can be slowed down if your mailbox's Deleted Items folder is large in size. If you don't need these messages, emptying your Deleted Items folder can speed up the migration. To do this, right-click (control-click in Mac OS X) your Deleted Items folder and select Empty Folder or Erase Deleted Items.

Note: If the above search instructions identified any large items in your mailbox, this action is necessary to prevent issues migrating your mailbox.

30-day Deleted Items Timer and Functionality
Once your mailbox has finished the migration process, a 30-day timer will start, and all messages migrated will be permanently deleted in 30 days. Moving forward, all messages in the Deleted Items folder older than 30 days will be permanently removed.

If there are any messages in that folder that you may need, please restore them to your mailbox before this timer is up.

Purge Recover Deleted Items Folder

If you identified any large items using the above steps, permanently removing them from the Recover Deleted Items folder is needed to prevent any migration issues. This can be done in Outlook 2007 by doing the following:

  1. From the menu bar, select Tools and click Recover Deleted Items.

  2. In the window that appears, locate the items you deleted previously. By default, the list is sorted by date, so these items should appear near the bottom. Select each item and click the Purge Selected Items button, which appears as a black X near the top of the window.

  3. Click OK to confirm that you want the item(s) to be permanently deleted.

Public Folder Information

Please let your Technical Support Contact (TSC) know of any Public Folders you currently manage.

Resource Calendars and Accounts

We would like to migrate any rooms or resource accounts you manage alongside your mailbox so your workflow is not interrupted. Please let your Technical Support Contact (TSC) of any resources you manage.

Additional Resources for Migration Process

You will have received notice of when your migration date is. On that day or anytime before, please make note of the following resources for when your migration process is occurring.

Outlook 2007 / 2010 / 2013 Post Migration Process This page will detail the expected behavior of Outlook 2007 during the process and any steps needed to take after the migration is complete.

Office 365 Help & Support
This is the main page for support on the Office 365 project. Here you can find a list of Known Issues as well as configuration directions for mobile devices.

Last updated February 3, 2014 @ 1:25 pm

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