Gartner Research

Best Practices for Managing a Migration to Office 365 Exchange Online

Published: 10 June 2016

ID: G00298198

Analyst(s): Bill Pray , Mark Cortner


Migrating email to Exchange Online means recreating an ecosystem of communication, clients, archiving and security solutions — a sometimes difficult process. Project managers can use this guidance document to avoid common mistakes when managing Office 365 migration projects.

Table Of Contents

Problem Statement

The Gartner Approach

The Guidance Framework

  • Prework
    • Prework Step 1: Determine the Current State of Email
    • Prework Step 2: Analyze the Business Case for Exchange Online
  • Migration Methodology
    • Exchange Online Limitations
    • Exchange Online Migration Throttling
  • Hybrid
    • Implementing Hybrid With Exchange Online
    • What Does Not Work With a Hybrid Implementation
    • Additional Hybrid Email Routing Options
  • Management
    • Exchange Admin Center and Managing Hybrid
    • Remote Windows PowerShell for Exchange Online
    • Microsoft Office 365 Portal
    • Microsoft Office 365 Admin Center
  • Identity
    • Distribution Lists
  • Security
    • Malware Protection
    • Data Loss Prevention
    • Encryption
    • Suspicious Activity Detection
  • Integrations
    • SMTP Limits
    • APIs
    • Outlook Client Plug-Ins
  • Email Archiving
    • Retention Policies and Holds
    • Mailbox Storage
    • Deleted Items Folder Retention Period
    • Inactive Mailboxes
    • Archive Migration
  • Email Desktop Clients
    • MAPI Over HTTP
  • Mobility
    • Mobile Clients
    • Mobile Management
  • Exit Strategy

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