Exchange Server

Learn how to connect to an Exchange Server

Introduction

Movebot connects to Exchange Servers using service account credentials and the server hostname.

Connecting Movebot to the Exchange Server requires giving Movebot permissions to access data.

Requirements

To connect Movebot to Exchange, you will need:

• Exchange Server credentials and server hostname

• Service account with Discovery Management Role

Configuration Steps

1. Login to Movebot, choose Create New Connection, choose Microsoft Exchange (EWS), and set the connection name.

2. Enter your Exchange Server EWS hostname. Example: exch01.mydomain.com note: please do not include the https:// prefix.

3. Provide the username for the service account, typically in the format of <username>@<exchange_domain>, e.g. Administrator@<exchange_domain>

4. Provide the password for the service account.

5. Provide Discovery Management permissions to the service account following these steps.

   1. Log in to your Exchange Admin Center (Exchange Control Panel), which can be accessed through the web at <domain_hosting_exchange>/ecp

   2. Log in to the administrator account

   3. Select the 'permissions' tab within the Exchange Control Panel

   4. Under Admin Roles select Discovery Management and click the '+'. button.

   5. Under members, add the user you are using on the Movebot configuration, then click save. It will take a few minutes for the new changes to reflect.

      • If permissions are incorrectly configured, Movebot will show the error message "The caller has not assigned any of the RBAC roles requested in the management role header".

6. Click Save and Test connection in Movebot

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Common Errors

Movebot supports migration from Exchange On-Prem environments. Below are common errors users may encounter, along with troubleshooting steps and frequently asked questions.

Error: Authentication Issue - UPN Logins Not Allowed

Cause: UPN-based logins are not permitted in the current server configuration.

Resolution: Enable UPN-based logins on your Exchange server to allow authentication using the [e-mail] format when connecting via EWS.

Error: Authentication Issue - Basic Authentication Not Allowed

Cause: Basic authentication is disabled on the Exchange server.

Resolution: Enable basic authentication for EWS access. This is required for Movebot to successfully authenticate and perform migrations from Exchange On-Prem.

Error: Hostname Issue

Cause: The default hostname or URL used to connect to EWS is not resolving correctly or is incomplete.

Resolution: If the default URL format exch01.domain.com doesn't work, try using the full EWS path instead: exch01.domain.com/ews/exchange.amsx

Frequently Asked Questions

How do I transfer one specific folder within a mailbox?

Answer: You can use the CSV Import feature to map the specific folder. Example: source,destination /mailbox:[e-mail]/@MAIL/Important Mail,/mailbox:[e-mail]/@MAIL

How can I migrate only mail that was received before a specific date?

Answer: From your Step 6 of your project settings, add a content exclusion rule to ignore "Files/Objects modified after UTC time".

Once I've migrated the historical mail, can I run a migration for only mail received after a certain date?

Answer: Yes. Use the Start Delta Migration option from the launch menu, then specify how far back you'd like the delta to cover.

Does Movebot support merging multiple mailboxes into a single mailbox?

Answer: Yes. It is possible to use a CSV import to map multiple source mailboxes into a single destination mailbox. You can assign each source to a custom sub-folder. Be sure to enable "Migrate folder contents" when importing the CSV.

Example:

source,destination /mailbox:[e-mail]/@MAIL,/mailbox:[e-mail]/@MAIL/source-one/mailbox:[e-mail]/@MAIL,/mailbox:[e-mail]/@MAIL/source-two/mailbox:[e-mail]/@MAIL,/mailbox:[e-mail]/@MAIL/source-three

Supported Features

Movebot has comprehensive support for Exchange and is well-maintained.

Feature	Supported in Movebot
Email Messages and Folders	Fully Supported
Calendars	Fully Supported
Contacts	Fully Supported
Public Folders	Fully Supported

Tags: exchange