Onboarding | Project Phases | Best Practices | Key Terms | Project Types

Advanced Project Type – key benefits

If you selected the Advanced Project Type, your project includes a Pre-Migration Assessment and Post-Migration Validation that are only included with the Advanced Project Type.

Pre-Migration Assessment

Discovery of all objects that exist in the source platform.

  • Inventory report of all source objects
  • Planning Meeting to discuss the following:
    • Object setup best practices
    • Object Provisioning Plan
  • Provision cloud-only objects in target

Note: Object reports and provisioning tools are available for the following platforms.

Post-Migration Validation

Completion reports

Mailbox migration reports:

  • Completion report (by user) – all items migrated, summarized by user
    • Includes: Migration ID, Data Type, Item Counts migrated
  • Completion report (by migration) – all items migrated, summarized by migration ID
    • Includes: Migration ID, Jobs, Agents, Agent Concurrency, Migration Concurrency, Data Type item counts, Transfers attempted & completed, Transferred GB, Duration (in minutes).

File migration reports:

  • Comparison report – Comparison between source and target drives
    • Defines differences between source and target drives after migration (i.e. defines any files that exist in one drive but not the other)
    • Files that exist in the source but not the target post-migration are identified by file name and a + symbol
    • Files that exist in the target but not the source post-migration are identified by file name and a – symbol

Note:

Additional reports can potentially be provided or developed upon request. Additional fees will likely be required.

Review Meeting

During your 30-minute project review meeting, your Project Manager will review migration results and identify important best practices in the new platform so you can maximize ROI:

  • Migration results
    • Review the Completion reports, identify anything that stands out as unusual
  • Risk areas, problematic accounts
    • Identify mailboxes that have high volume of data storage and are approaching the data storage cap
    • Identify accounts with mail routing issues or naming conventions that may require adjustment or renaming
  • New platform recommendations
    • Review object types and Transend’s recommendations for provisioning new objects when necessary
    • Review the Online Help Center to identify available self-help materials
    • Review the Transend Learning Portal and the ongoing value it provides users and admins (subscription required)
    • Maintain data security when an employee leaves your organization (or is terminated)

Notes:

  • Your Project Review Meeting must be scheduled before the end of your Managed Help Desk term.

  • If the Project Review Meeting is not scheduled before the end of your Managed Help Desk term, you will instead receive an email with information that would have been covered in the meeting.