Public Folder Migration Using SysTools Office 365 Migrator

Follow this complete guide to migrate your Public Folders step by step.

Pre-Requisites

PublicFolder Mailbox Creation
A Mailbox Creation must be complete before you can create folders in the Public Folder mailbox. Please follow Mailbox Creation Steps to create Mailbox.

Note: Before starting the migration please make sure about the destination domain name(e.g., @domain.com, @domain.onmicrosoft.com, or hosted domains), as this cannot be changed later, because the software licenses will be consumed and these cannot be revoked afterwards.

Following are the Steps to Migrate Public Folders

Download and Launch the SysTools Migrator. In case, tool is not activated, see how to activate the product: Activation Steps

Tool provides the help section for the details about each migration mode. Click on "Help" button to view this section.

SysTools Migrator - Help Tab

STEP 1

In the "Setup" screen, select "Microsoft 365" as the source platform and "Microsoft 365" as the destination platform for the migration.

Select Source and Destination

Under "Resource & Workload selection," check the "Public Folders" option to allow public folder workload migration, and also select "Public Folder Email" to include emails in the migration.

Select Workload

Select the "Groups" workload, including "Group Creation" and "Group member mapping." Then, for the "Public Folders" workload, enable the "Migrate public Folder permissions" toggle to allow folder-level permission execution.

Enable Permission Mapping

To migrate data within a specific date range, check the "Date Filter" box and select a "From Date" from the calendar pop-up.

Apply Date Filter

After selecting the "To Date" to complete the date range for the filter, click the "Next" button to proceed to the next step.

Complete Setup

STEP 2

On the "Source" screen, enter the Admin Email and Application ID for the source Microsoft 365 account.

Enter Source Credentials

After entering the source account credentials, click the "Validate" button to verify the permissions.

Validate Source

Once the permissions are successfully validated, click the "Next" button to continue.

Source Permissions Validated

Navigate to the "Destination" screen and enter the Admin Email and Application ID for the destination Microsoft 365 account.

Enter Destination Credentials

After entering the destination account credentials, click the "Validate" button to verify the necessary permissions.

Validate Destination

Once the destination account permissions are validated, click the "Next" button to move to the resource mapping stage.

Destination Permissions Validated

STEP 3

Navigate to the "Resources" tab and select "Users." To add users for migration via a CSV file, start by clicking the "Download Template" button to get the correct file format.

User Mapping Screen

Choose a location on your computer to save the user mapping CSV template and click "Save."

Save User Template

Locate the downloaded CSV template file on your computer and open it to add your user data.

Open User Template

Edit the CSV file by entering the source and destination user email addresses. Set "MarkForExecution" to "TRUE" for users you want to migrate and then save the file.

Edit User Template

After preparing the user mapping CSV file, return to the migrator tool and click the "Import Users" button.

Import Users

In the "Import Users" window, click on the upload icon to browse for the user list CSV file you prepared.

Select User CSV for Upload

Select the completed user mapping CSV file from your computer and click "Open."

Open User CSV

With the correct file selected, click the "Upload" button to import the user list into the tool.

Upload User CSV

Once the processing is complete and the confirmation message appears, click "OK."

User Upload Successful

STEP 4

Alternatively, to automatically retrieve users from the source account, click the "Fetch Users" button.

Fetch Users

Review the information in the "Fetch Users" dialog and click "Continue" to proceed.

Confirm Fetch Users

After the tool has finished fetching the users from the source, click "OK" on the confirmation dialog.

Fetch Users Complete

STEP 5

After fetching or importing users, review the list of source and destination emails in the "Users" tab.

Review User List

If any destination users do not exist, you can select them from the list and click "Create User" to create them in the destination domain.

Create User at Destination

Select the users you wish to migrate and click the "Validate" button to confirm their status and permissions on both source and destination.

Validate Users

After the validation process is complete, click "OK" on the confirmation message.

User Validation Complete

STEP 6

Navigate to the "Groups" tab within "Resources" to begin the group mapping process. To map groups using a CSV file, click the "Download Template" button to obtain the required format.

Download Group Template

Select a destination on your PC to save the group mapping CSV template and click the "Save" button.

Save Group Template

Find the downloaded "GroupMappingSample.csv" file on your computer and open it with a spreadsheet editor.

Open Group Template

Populate the spreadsheet with the source and destination group email IDs. Ensure "MarkForExecution" is set to "TRUE" for the groups you wish to migrate, then save the file.

Edit Group Template

Return to the migration tool and click the "Import Groups" button to upload your prepared CSV file.

Import Groups

In the "Import Groups" window, click the upload icon to select the group list CSV file from your computer.

Select Group CSV for Upload

Locate and select your saved "GroupMappingSample.csv" file and click "Open."

Open Group CSV

Confirm the correct file is selected in the dialog box and click "Upload."

Upload Group CSV

Click "OK" on the confirmation pop-up after the groups have been successfully imported. Complete Group validation like you did for User Workload.

Group Upload Successful

STEP 7

As an alternative to importing, click "Fetch Groups" to have the tool automatically discover groups from the configured source account.

Fetch Groups

Read the instructions in the "Fetch Groups" pop-up and click "Continue" to initiate the process.

Confirm Fetch Groups

Once the group fetching process is complete, click "OK" to close the confirmation window.

Fetch Groups Complete

STEP 8

Select the "Public Folders" tab under "Resources." To map public folders using a CSV file, start by clicking "Download Template" to get the correctly formatted file.

Download Public Folder Template

Choose a location on your computer for the "PublicFolderMappingSample.csv" file and click "Save."

Save Public Folder Template

Navigate to the location where you saved the template and open the "PublicFolderMappingSample.csv" file.

Open Public Folder Template

In the spreadsheet, enter the source and destination folder paths. Set "MarkForExecution" to "TRUE" for all folders you intend to migrate, and then save your changes.

Edit Public Folder Template

After preparing the CSV file with your public folder mappings, click the "Import Folders" button in the migrator.

Import Public Folders

In the "Import Public Folders" window, click the upload icon to browse for your prepared CSV file.

Select Public Folder CSV for Upload

Select the "PublicFolderMappingSample.csv" file that contains your folder mappings and click "Open."

Open Public Folder CSV

With the file path shown in the text box, click the "Upload" button to proceed.

Upload Public Folder CSV

After the import is successful, click "OK" on the confirmation message.

Public Folder Upload Successful

STEP 9

Alternatively, click "Fetch Folders" to automatically populate the list with public folders from the source account.

Fetch Public Folders

Review the information in the "Fetch Public Folders" pop-up and click "Continue" to begin fetching.

Confirm Fetch Public Folders

Once the tool has finished fetching the public folders, click "OK" to dismiss the dialog.

Fetch Public Folders Complete

STEP 10

Public Folder Permission Migration Condition

  • Permission transfer of only Office 365 Security Groups is possible with the tool.
  • Group Workload checkbox must be selected alongside public folder workload to enable migration.
  • O365 Security Groups must be manually created inside the destination domain before migrating Public Folders.

Navigate to the "Public Folders" tab to view the list of all source folders. Select the public folders that need to be created at the destination, and then click the "Create Folder" button.

Create Public Folder

In the "Public Folders Creation" window, you must specify the name for the destination public folder.

Specify Destination Folder Name

After entering the desired name for the destination public folder, click the "Continue" button.

Confirm Folder Name

A confirmation dialog will appear. Click "Start" to begin the folder creation process on the destination account.

Start Folder Creation

Once the folder creation is complete, click "OK" on the success notification.

Folder Creation Complete

You can now close the "Public Folders Creation" window by clicking the "Close" button.

Close Creation Window

Select the public folders you are ready to migrate and click the "Validate" button to ensure the source and destination resources are accessible.

Validate Public Folders

After successful validation, click "OK" to dismiss the confirmation dialog.

Public Folder Validation Complete

STEP 11

Once your public folders are validated, select them and click the "Start Migration" button to begin the process.

Start Migration

Review the license information presented in the pop-up window and click "Start" to confirm and initiate the migration.

Confirm Start Migration

A confirmation will appear indicating the migration has begun. Click "OK" to close the message.

Migration Started Successfully

To see which items are queued for migration, visit the "Status" tab and select the "Pending" filter.

View Pending Migrations

To monitor ongoing migrations, go to the "Status" tab and view the items under the "In Progress" filter.

View In-Progress Migrations

To view the status of migrations that have finished, navigate to the "Status" tab and click on the "Completed" filter.

View Completed Migrations

STEP 12

If you need to halt an ongoing migration, navigate to the "Status" tab and click the "Stop Migration" button.

Stop Migration

Confirm that you wish to stop the migration by clicking "Yes" in the confirmation dialog.

Confirm Stop Migration

After the migration has been stopped, click "OK" on the confirmation message.

Migration Stopped Successfully

After stopping a migration, you can view its status in the "Completed" tab, where it will be marked with a "Stopped" icon.

View Stopped Migration Status

STEP 13

For completed or failed migrations, you can click the "Re-Run Migration" dropdown. To specifically re-run the migration only for items that failed in the previous attempt, select "Retry Failed Items."

Retry Failed Items

To re-migrate all items in the batch, regardless of their previous status, select the "Re-Run Full Migration" option.

Re-Run Full Migration

In the "Re-Run Full Migration" window, select the folders you wish to migrate again and click "Start."

Start Full Re-Run

To migrate only new data that has arrived since the last migration, choose the "Delta Migration" option.

Delta Migration

In the "Delta Migration" window, select the folders for which you want to run a delta sync and click "Start."

Start Delta Migration

STEP 14

After a migration is complete, click on the "Download Report" dropdown. Select "Migration Summary Report" from the dropdown to download a high-level overview of the migration task.

Select Migration Summary Report

Choose a location on your computer to save the Migration Summary Report and click "Save."

Save Summary Report

Review the summary report, which provides key details for each migrated item, including source and destination paths, final status, and size.

View Summary Report

For a more granular view, select "Detailed Report" from the "Download Report" dropdown menu.

Select Detailed Report

In the "Download Reports" window, ensure the desired folders are checked and click the "Download" button.

Download Detailed Report

Select a location on your computer to save the detailed report ZIP archive and click "Save."

Save Detailed Report ZIP

After downloading, locate the ZIP file, extract its contents, and open the CSV file to review the detailed report, which includes specific information for every item.

View Detailed Report

STEP 15

Navigate to "Settings" > "General" to configure application performance, such as enabling multiple accounts or adjusting the number of concurrent users, then click "Save."

Configure General Settings

Go to the "SMTP" tab in "Settings" to enable and configure email notifications by providing your SMTP server details, then click "Save."

Configure SMTP Settings

In the "Notifications" tab under "Settings," customize the email template for migration notifications and click "Save" to apply the changes.

Configure Notification Settings

This completes the process of migrating public folders and configuring the tool's settings for optimal performance and reporting.

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