Business Email - Telus
Migration guide
Business Email
June 2013
Contents
Introduction
3
Administrator Migration
3
What You Need to Get Started
3
1. Importing PST Files
4
2. Exporting PST Files
5
End User Migration Using Outlook
6
What You Need to Get Started
6
The Migration Process
6
1. Change DNS Settings and Update MX Records
7
1.1 Add Autodiscover CNAME Record to DNS Records via the
TELUS UC Management Centre
7
1.2 Change DNS Settings and Update MX Records via
Your Domain Registration Company
8
2. Create User Accounts
9
3. Provision User Accounts with Business Email
9
4. Download Microsoft Outlook (Business Email Professional Users Only)
9
5. Configure Your Desktop Mail Client to Connect to Your TELUS Mailbox
9
6. Move Your Email and Information From Your Old Mailbox to Your
New TELUS Outlook Mailbox
9
6.1 Migrating to Outlook From a Microsoft Outlook Client
9
6.2 Migrating to Outlook From Microsoft Exchange
11
6.3 Migrating to Outlook From Webmail
12
7. Phase Out Your Old Mail Account
13
8. Synchronizing Your Smartphone (Optional)
14
For More Information
14
Introduction
This document takes you through the process of migrating mail from your current mail account to your new Business Email Account hosted by TELUS. When migrating mailboxes, your users can follow the steps outlined in the Outlook Migration section. Alternatively, customer administrators can choose to migrate mailboxes for their users using the Administrator Migration section of the control panel.
Administrator Migration
What You Need to Get Started.
In order to migrate the mail in your old mail account to your new account you will need:
Your TELUS account ID: Your account ID was e-mailed to the address you gave TELUS prior to ordering service and is also listed on your work order. If you are unable to locate your account ID, please call 1 877 846 4456 for help.
A copy of your existing users' .PST files. You will need to ensure that your users have been added to the UC Management Centre with Business Email and have logged into that mailbox for the first time.
An FTP client or understanding of the File Transfer Protocol (FTP). If you do not have an FTP client, you can download one of the freely available clients from the web (i.e. Filezilla).
The User Interface allows Exchange Service Administrators to import and export Exchange mailboxes. This process involves the mailbox being saved as a PST file and saved on a FTP server for export/import.
To access the Mailbox Import & Export screen, select from the main menu ? Services > Exchange > Mailbox Import/Export.
The screen will display the user's FTP logon details for logging onto the server where the exported mailboxes will be saved. This directory will also contain the Import folder where mailboxes that are to be imported onto a Cortex user should be saved.
The screen is split into two sections:
Export Mailboxes -- select this link to export any of your users mailboxes.
Import Mailboxes -- select this link to import an mailbox PST file into an existing Exchange user's Mailbox.
Business email migration guide
3
1. Importing PST Files.
The Import Mailbox feature, imports an external data file (.PST) into a user's existing mailbox. Before proceeding with the import, ensure the incoming file is stored on the FTP server under folders "MailboxImport".
1. Visit manageuc and log in as an administrator.
2. Choose Services from the top menu bar and select Exchange > Mailbox Import/Export.
3. Select Import Mailboxes. All users that are provisioned with an Exchange mailbox will be displayed. Within the Mail Import Export screen select Import Mailboxes.
4. Select the user(s) whose mailbox will be updated with the external data file by selecting Edit. A drop down list will appear for the user in the Import File column and the Import box will be automatically checked for the user.
5. Search and select the relevant import file that is to be added to the user's mailbox and select Update.
6. Select Import Mailboxes. The table will be updated and the date & time of the import will be displayed beside the customer in the Last Import field. To view how the import process is progressing, select Refresh Status.
7. Once the import file has been imported into the user's mailbox successfully, the provisioning status will change to green. When the user logs onto their email system, they will be able to view the additional emails that have been imported.
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2. Exporting PST Files.
The Export Mailbox feature, exports the data from a user's mailbox so that it can be imported into another mailbox.
1. Visit manageuc and log in as an administrator.
2. Choose Services from the top menu bar and select Exchange > Mailbox Import/Export.
3. Select Export Mailboxes. All users that are provisioned with an Exchange mailbox will be displayed.
4. Select the users whose mailboxes are to be exported into a .PST file by checking the Export box. Alternatively click on Select All to select all users that are displayed on the current page or Select Collection to select all user mailboxes that are attached to the Customer.
5. Select Export Mailboxes. The export process will commence and the date & time of the request will be inserted beside the user in the Last Export field. To view how the process is progressing select "Refresh Status".
NOTE: Do not select F5 as this will collapse the Export Mailboxes section.
6. Once the mailbox(es) have been exported successfully to the FTP server, the provisioning status will change to green.
7. The exported mailbox will appear on the FTP server under folder MailboxExport. Depending on your system configuration settings, the .PST file may have been compressed into a .ZIP file.
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5
Important
You should follow the procedures in this document in the order they are listed. Doing so will provide a smooth migration to TELUS. If you need help during your migration, contact TELUS at 1 877 846 4456.
End User Migration Using Outlook.
What You Need to Get Started.
In order to migrate the mail in your old mail account to your new account you will need:
Your TELUS account ID: Your account ID was e-mailed to the address you gave TELUS prior to ordering service and is also listed on your work order. If you are unable to locate your account ID, please call 1 877 846 4456 for help.
Access to your old mail account, including the Web address you use for checking mail, your e-mail address, user name, and password.
(Option for new accounts) If you have an existing domain name (such as "") that you will use with your TELUS account you have two options:
1. DNS externally hosted: you will require contact information for the company where you registered the domain name and access to your online account.
2. TELUS Hosted DNS: Contact support at 1-877-846-4456 and have a representative configure your account to have TELUS host your domain.
The Migration Process.
1
Change DNS settings and update MX records
2 Create user accounts
3
Provision user accounts with business email
4 Download Microsoft Outlook 2010 / 2011 (optional)
7 Phase out your old mail account
5 Configure your desktop mail client to connect to your TELUS mailbox
6 Move your email and information from your old mailbox to your new TELUS mailbox
8
Sync your smartphone to your business email account
Business email migration guide
6
1. Change DNS Settings and Update MX Records.
You need to update your DNS records to point to TELUS in order for your domain name to work with your TELUS account. Where you make these changes depends on who you want to maintain them: If TELUS hosts your DNS refer to 1.1 Add Autodiscover CNAME record to DNS Records
via the TELUS UC Management Centre. If you'd like to transfer your DNS Record Control to TELUS for Management, contact support at 1 877 846 4456 and have a representative configure your account to have TELUS host your domain. If you'd like to continue to have your Domain Registration Company Manage your Domain Records (Recommended Method) refer to 1.2 Change DNS Settings and Update MX Records via Your Domain Registration Company.
Note Please refer to WHOIS service to find your DNS server provider/administrator. For example .
1.1 Add Autodiscover CNAME Record to DNS Records via the TELUS UC Management Centre.
Note These records may have been pre-configured depending on when your account was set up.
1. Visit manageuc and log in as an administrator. 2. Choose Services from the top menu bar and select DNS > DNS Management. 3. On the left hand side under DNS Management > New DNS Entry.
continued on next page
Business email migration guide
7
4. Select Record Type CNAME from the drop-down menu and enter the following:
Alias: Autodiscover. Host: Autodiscover.Exchange.
5. Click Provision and log out.
1.2 Change DNS Settings and Update MX Records via Your Domain Registration Company.
Contact your domain registration company and request that they change the list of records as shown in the following table:
Type MX MX MX MX CNAME
Priority 10 10 10 10
Destination mx21.exchange. mx22.exchange. mx24.exchange. mx25.exchange. Autodiscover.exchange.
Notes Replace domainname in the source strings in the table above with your company domain name.
Due to the distributed nature of DNS, it will take several days for the DNS changes to redirect. The time it takes to redirect is usually 2 days, but it can be as long as 7-10. During this time, your mail may be delivered to either the old email server that used to serve your domain(s) or the new Exchange server mailboxes.
Business email migration guide
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