Zoho Mail User Guide

The Exchange Migration Wizard can be used to migrate Emails directly from a Exchange Sever or from a Hosted Exchange environment.

The wizard has to be executed only by an user with Administrator rights in the Client machine. The destination email accounts needs to be created in Zoho before the Migration process. Refer this help page for the detailed steps for Email Hosting Process.

Steps to execute the Exchange Migration Wizard:

  1. Launch the Wizard using the desktop shortcut or execute the file 'ZohoMigrationWizard.exe' from \Zoho\Zoho Migration Wizard\bin folder, under the installation path.
  2. The Wizard starts with the Introduction dialog. Select Exchange Migration and Click Next
    • To Migrate from the Exchange Server, accessible in the Network, provide the Domain name, Server Name and Admin User name. Click Next.
    • In case you are migrating from Hosted Exchange, provide the Domain name, select "Yes" for Hosted Exchange and select the Administrator Profile in Outlook from the Drop down. Click Next.
  3. Provide the Zoho Admin credentials and click 'Get Domains'.
  4. The Destination domain drop down will be populated with the list of domains added for the Organization associated with the particular Admin User.
  5. From the list of domains, select a domain and click on Next.
  6. In the next dialog that appears, choose the Items you want to migrate
  7. If you want to migrate only the email data from a specific time period, specify that in the exclude mail option, else select 'All'.
  8. In case you have any exclude folder list, add it in the exclude folder list. Any folders and the sub-folders under a folder specified here, will be skipped during migration.
  9. In the next step, you need to choose the users who need to migrated. The users can be selected via LDAP method, GAL method or from a text file.
    1. LDAP Method: You can use the LDP query method, if you have the user list in your LDAP Server.
      1. If you click LDAP Query, a LDAP query window appears
      2. Provide the LDAP Server Name and the DN Name
      3. Provide the filter criteria
      4. Specify the Authentication criteria
      5. Specify whether the sub-trees should be included in search or not and Click OK
      6. The LDAP Query will return a user set.
    2. GAL Method: You can use this method to fetch users from the Global Address List.
      1. If you click GAL fetch, GAL Fetch user select window opens
      2. Provide the Filter criteria for selecting users and Click OK. Example: A* or use* etc.
      3. The GAL fetch will return a user set.
    3. Text File Method: You can also simply create a text file with the list of email addresses
      1. Each line in the text file denotes the email address of the user to be migrated
      2. The source and the destination email addresses should be the same
  10. The current Email ID and the New Email Id populated by one of the methods will be listed.
  11. Once the accounts has been populated, verify the Summary, and click Next.
  12. Click the 'Verify' button, to check the existence of the accounts in Zoho.
  13. Once you click Next, the migration process will begin transferring of data from your Exchange account to Zoho Mail.
  14. After all the accounts have been migrated, you will get a notification message.
  15. You can click on 'More Details' to view a detailed Migration summary.
  16. In case there are any migration errors, it will be displayed in the Migration Information page.

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