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Table of Contents
Table of Contents ... 2
Section 1.
Introduction ... 3
1.1
Purpose ... 3
1.2
Audience ... 3
1.3
About E2E Complete ... 3
1.4 Supported Mailbox Migration Paths ... 4
1.5
Supported Public Folder Migration Paths ... 6
Section 2.
Installing E2E Complete ... 8
2.1
Upgrading E2E Complete from an Earlier Version ... 8
2.2 Necessary Pre-Installation Preparations ... 8
2.3 E2E Complete Easy Installation ... 11
2.4 E2E Complete Standard Installation or Upgrade ... 14
2.5 Uninstalling E2E Complete ... 21
Section 3.
Configuring E2E Complete ... 22
3.1
Using the New Forest Wizard... 22
3.2 Using the E2E Connectivity Tester ... 27
Section 4.
Installing E2E Public Folder Workers ... 33
4.1 Installing the E2E Public Folder Worker ... 33
Section 5.
Components of E2E Complete ... 38
Section 6.
Introduction to the Admin Portal... 40
6.1 Main Toolbar ... 41
6.2 Data Panel ... 42
Section 7.
Getting More Information ... 43
About Binary Tree ... 44
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Section 1. Introduction
1.1 Purpose
The purpose of this document is to provide information on how to get started using Binary Tree E2E Complete including prerequisites, installation and configuration instructions, and an introduction to the Admin Portal.
1.2 Audience
This document assumes the reader has some experience using Microsoft Exchange and some basic Administration skills. If Outlook Client and Exchange Administration topics mentioned in this document are not understood, please reference the Microsoft Outlook and Exchange System Administration documentation.
1.3 About E2E Complete
E2E Complete is the latest product in the Complete Migration Technology (CMT) suite that enables migration from one version of Microsoft Exchange to another. It combines a backend policy engine with front-end management
components, which give project managers and administrators more control across their Exchange upgrades.
Key Features and Functions
The workflow engine allows administrators to create migration tasks, select objects, schedule jobs, and provide user self-service.
The unified console enables flexible filtering and selection of mailbox objects.
Content included in the mailbox is moved in one transaction, therefore mailbox security and permissions (delegates) are retained.
Reports on object state and migration status feed into the console to reduce the effort required to create tasks. Does not require server hosted agents for any of its functionality.
Public Folder migration support for Exchange 2003, Exchange 2007, Exchange 2010, Exchange 2013, Exchange 2016, and Office 365.
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1.4 Supported Mailbox Migration Paths
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1.5 Supported Public Folder Migration Paths
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Section 2. Installing E2E Complete
This section provides information for:
2.1 Upgrading E2E Complete from an Earlier Version 2.2 Necessary Pre-Installation Preparations
2.3 E2E Complete Easy Installation
2.4 E2E Complete Standard Installation or Upgrade 2.5 Uninstalling E2E Complete
2.1 Upgrading E2E Complete from an Earlier Version
E2E Complete can be easily upgraded to a newer version by running the installation wizard for the new release. The wizard will detect any previous version and offer you the option to upgrade. The previously existing SQL database and configuration settings are preserved when upgrading.
E2E Complete provides a direct upgrade path only from its most recent prior GA version (and any subsequent minor releases ). If you want to upgrade from an earlier version, we recommend incremental upgrades, one version at a time.
If the E2E Suite Installer detects a previous version of E2E Complete, it will skip the screen that offers the Easy
Installation option (as described in section 2.3 below), and will perform an upgrade using the Standard Installation.
Even if a prior E2E version has been uninstalled, the Suite Installer will still perform the installation as an upgrade (by a Standard Installation) if it finds this entry remaining in the Windows registry:
HK_Local_Machine\Software\Binary Tree\E2E
If you have uninstalled a prior E2E version and now want to run the Easy Installation option for the new version, you must first remove that entry from the registry.
2.2 Necessary Pre-Installation Preparations
The E2E Complete server should be installed in one of the following locations: For Intra-org (same forest) or Office 365 installations the E2E Complete server should be installed in the Source forest.
For Inter-org (cross forest) migrations, the E2E Complete server should be installed in the Target forest.
For migrations to an Exchange resource forest, the E2E Complete server should be installed in the resource forest. Prior to installing E2E Complete, you need to identify the primary Exchange 2010 and/or Exchange 2013 servers utilized as the PowerShell hosts.
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E2E Complete supports either SSL or SSL mode for the PowerShell provider. If you want to utilize non-SSL, then no further action is required; however, if you want to utilize SSL mode for the PowerShell provider, you must make sure that the E2E system trusts the certificate on your Exchange server.
E2E Complete requires a non-self-signed certificate on the Exchange 2010 and/or 2013 servers that will host PowerShell. This can be a public certificate (i.e., VeriSign) or a private certificate (i.e. Windows Certificate Services). The PowerShell host servers need not also be a Client Access Server (CAS) host.
The image below displays the Exchange Certificates in Exchange 2010. The interface in other versions of Exchange is different.
Binary Tree recommends that the PowerShell host servers be under-utilized servers, so that any additional load on the production Exchange server can be avoided.
Once the PowerShell machine is identified, perform the following prerequisite PowerShell commands. This applies to both SSL and non-SSL modes.
To execute these commands, launch the Exchange Management Shell:
1. Click Start, and then point to All Programs. Expand Microsoft Exchange Server 2010 (shown in the image below),
Microsoft Exchange Server 2013, or Microsoft Exchange Server 2016 and then click Exchange Management Shell.
2. In the Exchange Management Shell window, execute the following command: Enable-PSRemoting
This command configures the machine, on which it is run, to receive Windows PowerShell remote commands.
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5. The next command lets you authenticate against the server being used as the remote PowerShell host server: Set-PowerShellVirtualDirectory “<Exchange Server name>\PowerShell (Default Web Site)” –
BasicAuthentication $true
If using non-SSL mode, Windows Authentication should also be enabled using this command that includes the additional Windows Authentication command:
Set-PowerShellVirtualDirectory “<Exchange Server name>\PowerShell (Default Web Site)” – BasicAuthentication $true-WindowsAuthentication $true
When the command is executed, even though it configures the system for basic authentication, all the data, including passwords, are encrypted using SSL.
Standard Installation vs. Easy Installation
E2E Complete is installed by an Installation Wizard. The Installation Wizard offers you a choice of two installation types: Easy Installation: The wizard will scan your environment to determine the information necessary for
installation, and then will install according to those specifications. This option will automatically install SQL Express if no SQL server is detected on the local machine.
Standard Installation: The wizard will lead you through a series of screens for you to specify where you want
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The Easy Installation option will suit most organizations. The Standard Installation will be appropriate if you want to specify particular components other than those the wizard would find and use by default. The two options are described separately in the next two sections below.
2.3 E2E Complete Easy Installation
To run the Easy Installation option in the Installation Wizard:1. Once the PowerShell commands are successfully executed, navigate to the folder where you saved the E2E Installation files, then right-click on the E2E_SuiteInstall.exe file and select to Run as Administrator. 2. Click Run on the security warning, and then click Next on the InstallShield Welcome screen:
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4. If you accept the license terms the InstallShield Wizard then prompts you to choose between Easy Installation and
Standard Installation. Click on the Easy Installation option.
If the E2E Suite Installer detects a previous version of E2E Complete, it will skip this screen that offers the Easy Installation option, and will perform an upgrade using the Standard Installation process. Even if a prior E2E version has been uninstalled, the Suite Installer will still perform the installation as an upgrade (by a Standard Installation) if it finds this entry remaining in the Windows registry:
HK_Local_Machine\Software\Binary Tree\E2E
If you have uninstalled a prior E2E version and now want to run the Easy Installation option for the new version, you must first remove that entry from the registry.
The wizard then scans your environment to gather the information it needs, and to determine whether you need to install any of several required accessory applications. A progress meter shows the wizard’s progress:
These accessory components are required for the E2E Complete installation: Windows features IIS and .NET Framework 4.5.2 full
SQL 2012 Express with Tools SQ2 x64 (includes SQL Studio Manager)
o FAB-E2EC\SQLEXPRESS installs as a named instance using the format servername\SQLExpress o Installs in Mixed mode with install account as SA, and local SA password is Password1
Silverlight 5
Microsoft Online Sign-on assistant Azure AD PowerShell module
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The installation of accessory applications may take several minutes. Some of the newly installed components may then require a system reboot, in which case the InstallShield Wizard will also prompt you to authorize the reboot. Click Yes to authorize the reboot. If you do have to reboot, the wizard will automatically resume at the next screen in this process (next step below).
5. The wizard then prompts you for the login credentials E2E should use for its MCP Service and the E2E AppPool. Enter the credentials and click Next.
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6. Click the Finish button to close this portion of the wizard and return to the E2E Installation Suite. Another progress meter shows the process progress through this last phase of the installation, and the wizard then notifies you when the process is complete:
7. Click this Finish button to close the E2E Installation Suite.
Now that the physical installation is complete, see section 3 below to configure E2E Complete for your environment and purposes.
2.4 E2E Complete Standard Installation or Upgrade
To run the Standard Installation option in the Installation Wizard (for either a fresh installation or an upgrade): 1. Once the PowerShell commands are successfully executed, navigate to the folder where you saved the E2E
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3. The wizard then prompts you to review and accept the E2E Complete license and maintenance agreement. To accept the agreement, select the I accept… radio button and click Next.
4. If you accept the license terms, the InstallShield Wizard then prompts you to choose between Easy Installation and
Standard Installation. Click on the Standard Installation option.
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The wizard then scans your environment to gather the information it needs for installation, and to determine whether you need to install any of several required accessory applications. A progress meter shows the wizard’s progress:
These accessory components are required for the E2E Complete installation: Windows features IIS and .NET Framework 4.5.2 full
SQL 2012 Express with Tools SQ2 x64 (includes SQL Studio Manager)
o FAB-E2EC\SQLEXPRESS installs as a named instance using the format servername\SQLExpress o Installs in Mixed mode with install account as SA, and local SA password is Password1
Silverlight 5
Microsoft Online Sign-on assistant Azure AD PowerShell module
If you already have these accessory apps installed, you can just skip ahead to the next step below. Otherwise, the E2E installer will prompt you to authorize the installation of the ones you need. In that case, click the Install button to accept. If you have to install Microsoft .NET 4.5.2 Framework, you may also be prompted to accept Microsoft’s license agreement. If so, mark the checkbox for [] I have read and accept…, and click Install.
The installation of accessory applications may take several minutes. Some of the newly installed components may then require a system reboot, in which case the InstallShield Wizard will also prompt you to authorize the reboot. Click Yes to authorize the reboot. If you do have to reboot, the wizard will automatically resume at the next screen in this process (next step below).
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6. On the Destination Location screen, select the destination folder for the installation and then click Next.
7. On the Database Server Login screen, select or browse to the E2E database server you are installing to, select the connection authentication method, and enter the Name of database (or Browse to it and select it). Then click
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8. The Database Server Login screen appears again, this time for the E2E Logging Database. Select or browse to the logging database server you are installing to, select the connection authentication method, and enter the Name of
database (or Browse to it and select it). Then click Next.
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10. On the E2E Administrative Group screen, enter an Active Directory Security Group to limit access to the E2E Admin Portal, and then click Next. Note that E2E_Admins is the default group but a different group name can be entered.
11. On the Ready to Install the Program screen, click Install.
The installation process may take a few minutes, and the window shows a progress meter while you wait:
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12. When installation is complete, the Wizard Complete screen appears. Click Finish to close the installer program and return to the E2E Suite Installer.
13. And click Finish again to close the Suite Installer:
When the installation completes, the wizard creates a shortcut icon on the Desktop to launch E2E Complete. This entry is also added to the Windows Start menu along with entries for the E2E Connectivity Tester and the E2E Worker.
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2.5 Uninstalling E2E Complete
If you decide to uninstall E2E Complete, use Windows’s Programs and Features: 1. Click Start, and then click Control Panel.
2. Click Programs and Features, and then select E2E Complete from the list.
3. Click Uninstall. Uninstalling E2E Complete also uninstalls E2E Connectivity Tester and E2E Public Folder Monitor.
4. Click Yes.
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Section 3. Configuring E2E Complete
This section includes instructions for the initial configuration of E2E Complete.
3.1 Using the New Forest Wizard
1. Double-click the E2E Complete shortcut on the Desktop, or E2E Complete in the Windows Start menu.
2. The Admin Portal opens and the E2E License screen appears. Click Browse to locate your license file (*.lic) or paste in the license key and click Add License. Then, click Next. The license file will be validated and then display the license details. Click Next.
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3. The Target Forest screen appears. Enter the name of the Target Forest (top-level domain) to add to E2E. If the Target Forest you specify is configured as an Exchange Resource Forest environment, select the Resource Forest check box to create a “Linked User” relationship between the source and target account. This option only applies for an inter-org migration where the target Exchange environment is located in a resource forest. Click Next.
4. The Active Directory screen appears. Enter the user name (in Domain\Username format) and password of the account to use for Active Directory calls. You can either automatically select a global catalog by selecting the
Auto-Detect a Global Catalog for this Forest checkbox, or manually specify one in the Global Catalog field. Click Next.
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Host fields. If specifying the hosts, click the Verify PowerShell Host(s) button to validate connectivity to the
PowerShell host servers. Click Next.
When specifying a PowerShell Host manually, you must use a Fully Qualified Domain Name (FQDN). If you use an IP address, it will generate an SSL certificate error.
6. The Exchange (MAPI) screen appears. Enter the user name, password, and email address and select the Outlook Profile of the account to use for Exchange (MAPI) calls. Click Next.
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7. On the SMTP screen, enter the User Principal Name, Password, Reply Email Address (e.g., [email protected]),
SMTP Server, and SMTP Port of the account to use for SMTP calls. Click Next.
Specifying SMTP information is not required at the time of configuration.
You must specify the user principal name
([email protected]) and password for the account that will be used to send email communications to end users. By default, the Exchange 2010/2013 Simple Mail Transfer Protocol (SMTP) receives connector rejects mail from any “well known accounts” such as administrator. We recommend you use an alternate account for this purpose.
Please ensure that the service account being used has access to the Exchange 2003/2007 and 2010/2013/2016 servers.
8. On the Staged Migrations screen, specify the Exchange 2010 or Exchange 2013 staging server/database that E2E should use when migrating from Exchange 2003 to Exchange 2013, or from Exchange 2007 to Exchange 2016. Click
Next.
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9. The Mailboxes screen appears. Select the sites, servers, and databases to search for Mailboxes. All content is selected by default. Right-click in the list area to select options to expand/collapse the list or select/deselect all items. Click Next.
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11. The Summary screen appears. Click Finish. The Forest information is saved.
12. Once the Forest is saved, the defined Target Forest appears on the Configuration Settings screen of the E2E Complete Admin Portal.
3.2 Using the E2E Connectivity Tester
The E2E Connectivity Tester tool is included in the E2E Complete installer to assist in verifying several of the
parameters used during E2E configuration. These tests are used to confirm that specific user credentials are authorized to connect to specific servers.
Exchange Connection Tests
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2. The Exchange Connection Tests screen displays.
MAPI Connection Tests
3. Successful tests will set the MAPI Connection Test header and Test button green. Failure is indicated by setting the header and button red.
4. The MAPI Connection Test connects to a user mailbox and navigates to the “Public Folder” tree.
5. Complete the appropriate fields.
Server: FQDN of the mail server or CAS array.
Mailbox User: The name (usually sAMAccountName) of the user login to test.
User Login: Domain\login name for the user. Note: this can be different than the mailbox user to test access
permission or impersonation.
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6. This tests the same connection path as the “E2E/Settings/ Public Folder Credentials” username/password connection method.
Profile Connection Test
7. The Profile Connection Test connects to a user mailbox then navigates to the “Public Folder” tree using an Outlook profile.
8. Select a registered profile from the drop-down list.
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Hosted Exchange Connection Test
10. Microsoft Exchange 2013 and Microsoft Online (O365) use “RPC over HTTP” for MAPI connections. Use this test instead of the “MAPI Connection Test” for Exchange 2013 and Microsoft Online.
The Mailbox section will verify connection to the hosted mailbox and create a temporary profile. The Public Folders section uses PowerShell to query for the “Root Public Folder Mailbox” then load it as a “Shared Mailbox” in the temporary profile.
AD Connection Test
11. The AD Connection Test verifies that the listed user can connect to the listed AD forest.
12. Complete the following fields.
Forest Name: Forest name to test
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EWS Connection Test
13. The EWS Connection Test exercises Exchange Web Services. The EWS button uses the “Microsoft Exchange Web Services Managed API 2.2” and the ESB button connects using traditional web service code. This test can be used with “Exchange Online.”
14. Complete the following fields.
User Name: User with permission to connect to the web services. For Exchange Online use
user@<x.onmicrosoft.com> Note: this may be different than the mailbox user.
User Domain: Domain for the above user. Leave this blank for Exchange Online. User Password: Password
Method:
Auto Discover: Enter the email address of the user to let EWS/ESB select the correct server. The server display in the server text box after discovery.
Server: The FQDN of the server to connect to.
Secure: Use secure authentication
Ignore SSL Cert Errors: Ignore certificate and certificate chain validation errors and continue the connection test. Allow Redirection: Allow Exchange to redirect the test to server other than the one specified.
Mailbox User ID: The UPN, SMTP Address, or SID of the mailbox to connect to. ID Type: Specify the type of entry used in the Mailbox User ID field
Query Mailbox: After validating the connection to Exchange, test connecting and querying the user mailbox. Query Public Folders: After validating the connection to Exchange, test connecting and querying the Exchange
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Exchange API: The API version to use for this connection
Mail Replication Service Test
15. The Mail Replication Service Test checks the Exchange Mail Replication Service by first retrieving the CAS web service “MRSProxyEnabled” attribute then running the “Test-MRSHealth” PowerShell command on the listed CAS server.
16. Complete the following fields.
PowerShell Host: Name or address of a ‘remoting enabled’ Exchange PowerShell host in the domain to be tested. Same checkbox: If the PS host and the CAS server are the same machine, checking this box will populate the CAS
Server name or address.
CAS Server: Name or address of the Exchange Client Access Server to test. User Login: Login credential with permission to access the PowerShell host. Login Password: Password
This test is just a visual representation of the following 2 PowerShell commands.
Get-WebServicesVirtualDirectory –Server <CAS Server> | fl MRSProxyEnabled Test-MRSHealth –Identity <CAS Server> | fl Check, Passed
Log
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Section 4. Installing E2E Public Folder Workers
This section includes instructions for the installing E2E Public Folder Workers. Public Folder Workers can be used to allow distribution of Public Folder processing. Public Folder Workers can be assigned specific Public Folder processing roles including provisioning, content sync, change detection, and reporting.
4.1 Installing the E2E Public Folder Worker
To install the E2E Public Folder Worker:1. Download or copy the E2E Public Folder Worker installation executable (E2E Complete Worker Install.exe) to the device that will be used as a Public Folder Worker.
2. Right-click on the E2E Complete Worker Install .exe file and select to Run as Administrator. Click Run on the security warning.
3. The installer then scans your environment to gather the information it needs for installation, and to determine whether you need to install any of several required accessory applications.
If you already have these accessory apps installed, you can just skip ahead to the next step below. Otherwise, the E2E installer will prompt you to authorize the installation of the ones you need. In that case, click the Install button to accept. If you have to install Microsoft .NET 4.5.2 Framework, you may also be prompted to accept Microsoft’s license agreement. If so, mark the checkbox for [] I have read and accept…, and click Install.
The installation of accessory applications may take several minutes.
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5. On the Choose Destination Location screen, you may Browse to an installation location and then click Next.
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7. The Database Server Login screen appears again, this time for E2E logging database. Select or browse to the logging database server you are installing to, select the connection authentication method, and enter or browse to the database. The logging database name should be specified in the Name of database catalog field. Click Next.
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9. Wait while the installation proceeds. This may take a few minutes. A dialog box displaying installation progress will appear. Click Cancel if you want to cancel.
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Section 5. Components of E2E Complete
The main components of E2E Complete are: the MCP Windows Service, the Admin Portal and the User Portal.
MCP Windows Service
The MCP Windows Service (BinaryTree E2E MCP Service) is the controlling service for all E2E Complete functions. This service should automatically start. Make sure that BinaryTree E2E MCP Service is started in Windows Services.
Admin Portal
E2E Complete's Admin Portal is a friendly user interface that lets you configure and execute most administrative tasks associated with a migration. The Admin Portal is a Microsoft Silverlight application that runs in a web browser.
To launch the Admin Portal, double-click the E2E Complete shortcut on your Windows desktop, or select E2E Complete from the Windows Start menu:
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The Admin Portal launches with http://localhost/e2e/admin/default.aspx. You can use localhost, <machinename>, or the IP address to access the Admin Portal.
User Portal
The User Portal is available for users to postpone and schedule blackouts for their migrations and to provide alternative notification capabilities.
The User Portal is located at: http://<MachineName>/E2E/user/default.aspx
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Section 6. Introduction to the Admin Portal
E2E Complete's Admin Portal is a friendly user interface that lets you control various administrative tasks related to Exchange mailbox migration.
The first time you run the Admin Portal after installing E2E Complete, the program leads you through a series of screens for you to enter your E2E license key and configure E2E communications with other programs and hardware. After that initial configuration, the Admin Portal lets you update configuration data, define new forests to E2E, designate
mailboxes and public folders for migration, schedule and execute migrations, pause and resume migrations, review migration statistics, and so forth.
To access the Admin Portal, double-click the E2E Complete shortcut on your Windows desktop, or select E2E Complete from the Windows Start menu:
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6.1 Main Toolbar
E2E Complete's Main Toolbar appears across the top of the browser tab:
The toolbar buttons let you change the view of the Admin Portal, to show different types of information and different groups of available features below the Main Toolbar:
Mailboxes: Lists mailboxes from all the sites in the specified forest. In addition, it allows you to sort, group, search, and select mailboxes to add to the migration queue.
Mailbox Jobs: Manages the sequence of migration requests for the selected migration destination site.
Public Folders: Displays the Public Folder tree from the selected Source and Target forest. In addition, it allows you to sort, group, search, and select public folders to add to the migration queue. Public folder migration is only enabled during on-premises cross forest migration projects.
Public Folder Jobs: Manages the sequence of migration requests for the selected migration destination. Public
folder migration is only enabled during on-premises cross forest migration projects.
Content Analysis: Allows Public Folder content information collection and analysis in SQL for data remediation.
Blackout Times: Allows the configuration of time periods when mailboxes cannot be migrated for the selected
migration site.
Summary: Displays high-level accounting of mailbox migrations, which allows you to view all status levels.
Schedule: Displays estimated migration sequence for the selected migration site. It is a read-only view.
Metrics: Provides historical data and throughput measurements of migrations in a graphical format.
Forests: Configure global forest settings, add new forest, etc.
Workers: Administer Public Folder migration workers.
Settings: Configure general settings, activities, mailboxes, Public Folders, workers, scripts, notification templates, and licenses.
Help: Open a browser window of information and field notes about the currently active E2E screen or tab.
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6.2 Data Panel
In addition to the Main Toolbar, the Admin Portal also contains a Data Panel that displays data depending on the button that is currently selected.
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Section 7. Getting More Information
The E2E Complete User Guide available from Binary Tree provides information on how to use Binary Tree E2E Complete to perform a migration from Microsoft Exchange 2003, 2007, 2010, 2013, or 2016 to Microsoft Exchange 2010, 2013, 2016, or Microsoft Office 365 Exchange Online.
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About Binary Tree
Binary Tree provides organizations with the most direct and predictable path to a successful technology transformation. We offer software and services to integrate and migrate corporate email, directory and server environments. Our technology, methodology and expertise is uniquely suited to provide fast and manageable migrations, with low risk, little to no user downtime, and adapted to each customer’s environment and requirements. Since 1993, Binary Tree has enabled thousands of enterprise customers to migrate more than 35 million email users and facilitated some of the most complex technology transformations on the planet. Binary Tree is a Microsoft Gold Partner and a globally preferred vendor for Microsoft Office 365 migrations and solutions. The Company is headquartered outside of New York City with offices in Hong Kong, London, Paris, Stockholm and Sydney. For more information, visit us at www.binarytree.com.
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