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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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WhoAmI
• Office 365 MVP
@alanmbyrne
• Previously CEO of Cogmotive
• VP of Product for Quadrotech
alan.byrne@quadrotech-it.com
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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What’s a PST?
• A database file that stores email items (Messages, Calendar
appointments, tasks etc)
• 20 year old file format (With some small improvements over
time)
• Made popular by Outlook 97
• Allowed people to work with email offline
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Old vs New PST file formats
ANSI Format
• Outlook 97-2002
• 2GB file size limit
• Often corrupted
Unicode Format
• Outlook 2003 and beyond
• 20GB limit initially, 50GB after
Exchange 2010
• Less likely to be corrupted
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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50 MB Limit Per Person!
Why are there PSTs?
My Mailbox
Fast, Expensive Storage
PST file
My Desktop PC
My Home
Drive
PST file
PST file
PST file
PST file
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Outlook AutoArchive
• Dumping email to PST was so
popular, that Microsoft
automated it
• Available in Outlook 2000 and
beyond
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Why are PSTs a problem?
PST file
PST file
PST file
PST file
PST file
PST file
PST file
PST file
PST file
PST file
PST file
PST file
Exchange Server
PST filePST filePST file
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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PSTs became the defacto way to move emails
• eDiscovery tools export to PST
• Tools like ExMerge supported PSTs
• 3rd Party Archive systems supported PSTs
• “Leaver” mailboxes were stored on network shares as PSTs
• When you formatted a workstation, you often backed up old
emails in PSTs on USB disks
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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PST Files
The “Tupperware” of the email world.
You have no idea:
- What is in it?
- When it was put there?
- Who owns it?
- Is it still good, or has gotten
corrupted? (and will make me vomit)
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Risks of PSTs
• Security
• Compliance
• Resilience
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Modern Email Systems (Office 365)
• 100GB Mailbox by default for E3 and above
• OST files for Offline access
• Online Archive for “excess mail”
• Access email on multiple devices per person
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Options
• Ignore them
• Delete them
• Lock them as read-only
• Move the data somewhere more appropriate
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Getting Internal Support
• Understand the legal and
regulatory requirements
• Involve HR to help decide
what happens with Leaver
PSTs
• Get budget, start a formal
project
• Involve Internal
Communication Team to
educate users
Stakeholders
IT
Senior
Management
Security &
Compliance
HR
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Find all the PST files
• File can be anywhere:
• Network
• Local disks
• Removable media
• Custom Scripting
• Microsoft Tools
• 3rd party tools
• Don’t forget .OLM files
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Access the PSTs
• Outlook is usually open 24/7,
even when a PC is locked
• PCs need to be online whilst
you’re moving data off
• Passwords need to be
removed
• Files need to be in a healthy
state
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Move the PSTs
• Move the PSTs to a central
store for processing
• Disconnect the PST from
Outlook first, or your helpdesk
will get flooded
• Prevent new PSTs
• Set the DisablePST Outlook
Registry key
• Use a GPO
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Identify Ownership
• NTUser account isn’t
accurate
• 3rd Party tools look inside the
PST at:
• Most common sender
• Most common recipient
• Other metadata in messages
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Import Data to Office 365
• Ship a Bitlocker encrypted
disk full of PSTs to Microsoft
• Upload files in the Security
and Compliance center
• Don’t use Outlook to Import
PSTs
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Communication and Training
• Explain to users how to
access their legacy data
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Cleanup
• Backup the PSTs somewhere
safe in case you missed
something
• 30 days later, burn the
backup in a fire
PST file
PST filePST file
PST file
PST file
PST filePST file
PST file
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Microsoft PST Capture Tool
• PST Capture Central Service
• PST Capture Agent
• PST Capture Console
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Microsoft PST Collection Tool
• Finds PSTs in the network
• Disable PST Creation and
Lock existing PST files
• Copy PSTs to a central
location
• Import PSTs to Office 365
• Delete existing PST files
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Quadrotech’s PST FlightDeck
Discover Centralize Process Migrate Cleanup
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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What makes PST FlightDeck Different?
• 8 Factor ownership scanning
• Dual Stream Technology – Migrate Open
Files
• Item level deduplication
• Password Removal
• Extensive, and automated, corruption
handling
• User communication engine
• Bandwidth control
• AIP ingestion into Office 365
• Mac client (olm file processing)
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Want to know more?
Go get the free PST Eradication
eBook!
www.quadrotech-it.com/pstbook/
Or Google “PST eBook”
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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What are Public Folders?
• A repository for different information types
• Organize content in a deep hierarchy (“Public Folder
Tree”)
• All users will see the full hierarchy in Outlook
• Appear as folders in Outlook and OWA to store
items (e.g., mail, calendars, tasks, journals, etc.)
• Support every Outlook and OWA version*
• Creation and access permissions can be managed
in Outlook by end user
• Can be made available offline
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Common issues with Public Folders
• Public Folder hierarchy was designed many years ago and is now
outdated
• Uncontrolled growth of Public Folders and Public Folder content
• In some organizations – over 1m PFs and over 20TB of data!
• No way to track usage and provide analysis
• Who is accessing Public Folders?
• What are they used for?
• Are they even used at all?
• No lifecycle management in place to automatically remove never used or
obsolete public folders
• Users use PFs to dump data and free up space in their mailboxes
• Public Folder replication caused mail storms in the past
• Compliance and data governance
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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What are Modern Public Folders?
Modern Public Folders were introduced with Exchange 2013:
• Available in Exchange 2013/2016 and Exchange Online only
• No change to end user experience
• Public Folder databases replaced by mailboxes
• Public Folder mailboxes are stored in regular mailbox databases
• Each public folder mailbox includes the complete public folder
hierarchy
• Single writable copy of the hierarchy
• The only issue Modern PF solve are replication and compliance*
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Legacy vs. Modern Public Folders
• xx Legacy Public Folders Modern Public Folders
Content storage Public Folder database Public Folder mailbox
Public Folder content replication Can be replicated between databases No replication
High availability PF replication DAG
PF Hierarchy storage One per PF database, multi-master Per PF mailbox, one master only
PF Hierarchy synchronization Based on email Direct mailbox sync
Search Items only Items and attachments (full-text)
Public Folder Client permissions Access Control Lists (ACLs) Access Control Lists (ACLs)
Admin Platform PF Management Console + EMS EAC + EMS
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Exchange Online Public Folders
• Public Folder storage at no additional cost!
• 50 TB (1000 PF mailboxes with 50 GB quota each)
• Microsoft manages Public Folder mailboxes
• Customers migrate to service or create the first Public Folder mailbox
• Microsoft manages storage from there on
• Cross-premise access
• Exchange Online users can access on-premises Public Folders
• Exchange 2013/2016 on-premises users can access Public Folders in
Exchange Online
• Tenant admin can do folder management in EAC
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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What’s new for Public Folders in 2017?
• Public Folder mailbox limit increased to 1000
• Outlook for Mac – Supported Topologies
• Modern Public Folders (2013/16) to Office 365 migration
• Modern Public Folders to Office 365 groups migration (planned)
• Max total public folder count of 1,000,000 (planned)
• No new functionality introduced in over 10 years now!
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Modern PFs usage and administration
• Outlook
• Folder view and Favorites
• Create and manage PFs (self-service)
• Search is only possible for single PF
• Limited support (now) available in OWA
• Public Folder picker and Favorites
• No access on a mobile
• Some third party tools
• Administer via the EAC
• PowerShell
• Reporting
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Uses for Public folders nowadays
• Shared Calendars
• Shared Contacts
• Electronic bulletin board (Post discussions)
• Org Forms library/Shared Forms
• Move messages from mailboxes to public folders so they are
stored together with a project, offer or purchase order
• Shared Public Folder for inbound e-mail messages (e.g., call
center for a team)
• Task lists for teams
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Public Folder alternatives
• Office 365 Groups/Teams
• Shared mailboxes
• SharePoint/ODFB
• Legacy to Modern PF migration
• Export content to PST
• Yammer
• Other products
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Public Folder alternatives – things to consider
• Feature parity
• Scalability
• User experience and Client access
• Search experience and discoverability
• Customizability/extensibility
• Management/permissions/self-service
• Compliance and data governance
• “Social features” and analytics
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Public Folder alternatives comparison
SharePoint Office 365 Groups
Planner/Teams
Shared Mailbox
Room Mailbox
Modern Public
folders
Other solutions
Shared Calendar Poor Outlook
integration
Best for smaller
teams or projects
Room mailbox for
advanced processing
Best for large teams
or entire organization
Project Online
Shared Contacts Best for smaller
teams
Exchange address
lists
Central email
repository
No support for
(sub)folders, rules,
views, etc.
Doesn’t scale well
Shared documents Best for large
scale
Best for small
teams or projects
DL archival
Bulletin boards Yammer
Moderated boards
or lists
Exchange DLs
Forms and
workflows
Limited functionality Limited functionality Microsoft Flow
PowerApps
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Public Folders migration
• Legacy to Modern
• Legacy to Office 365
• Modern to Office 365
• Modern to Groups (under development by Microsoft)
• Any to anything (PublicFolderShuttle, other 3rd party tools)
• Analyze before migration
• Report on permissions/nesting/sizes/usage
• Clean up after analysis
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Public Folders analysis and reporting
• EAC
• PowerShell
• EWS-based reporting
• Cogmotive reports
• QUADROtech PublicFolderShuttle
• Other 3rd party tools
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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QUADROtech’s PublicFolderShuttle
• Public Folder analysis and usage reports in a detailed way
• Both Legacy and Modern Public folders
• For free!
• Provide a project-oriented approach to work on Public Folder migrations –
not an all-or-nothing approach
• Decide on a per folder or per folder structure basis, what target to move to
• Modern Public folders
• Shared mailboxes
• Office 365 Groups
• Export to PSTs
• Test Public Folder usage by “hiding” Public Folder structures/trees and be
able to immediately “unhide” it again
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Smart Email Migration: Knowing What’s Lurking in the ‘Dark Corners’ of Your Environment | Alan Byrne & Vasil Michev | 21st June 2017 13:15
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Want to know more?
Sign up for the free Public folders migration eBook!
• Evaluate PF usage
• Decide on migration targets
• Compare migration products
• Independent reviews by fellow MVPs
http://www.quadrotech-it.com/pfbook/
Or google “Public folders eBook”