3. Process

  1. Reconfigure the oxmail routing to send email to the Nexus system
  2. Disable any forwarding of messages on the Nexus system
  3. Enable forwarding of any content from the old system into Nexus
N.B. This is the point at which Nexus becomes the primary system
  1. Export the existing email content to PST files (see note 1 below)
    1. This can be achieved en masse with the use of EXMERGE (Exchange 5.5 to 2003) or 'export-mailbox' (Exchange 2007).
    2. The Outlook client can also export to PST for small-scale migrations
  2. Record the clients' email configuration including:
    1. Server configuration settings
    2. Message processing rules
    3. Spam processing settings
    4. Signatures
    5. Custom forms/stationery
    6. Journaling configuration
    7. Receipt processing and confirmation
    8. Email clients' default message format (HTML, rich text, plain text)
    9. Record any custom category labels
    10. Rename the .NK2 file as .OLD (see note 2 below)
    11. Verify the size of any offline cache (*.OST). Confirm if caching is for a subset of folders or disabled
    12. For OST files over 2GB record the custom registry values set for oversized *ST files
  3. Ensure that spam filtration is enabled in OWA and disabled in the email client
  4. Reconfigure the client to point to the Nexus server. Where possible, such as Outlook, create a separate profile rather than deleting the current one immediately.
  5. Reinstate all customised settings in the client application
  6. Use Outlook's 'import PST' option to reinstate content into the mailbox from the exported data.
  7. Reconnect any mobile devices and test

Note 1: Any corrupted content will not be exported - it may be necessary to set expectations with the customer that, in this circumstance, content will be lost.

Note 2: This is the 'autocomplete' list of recently-used email addresses when sending. This needs to be cleared as the stored names may reference the original server directly. In these instances delivery of new email would fail.

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