Outlook Conversion Checklist
Exchange Transition Checklist - Entourage
Document location: Sloanshare.mit.edu\sts\sts\docs\Email Info and Docs
Process
Preparation
□ You can stop Spotlight indexing for certain folders in system preferences. I am not sure if this is necessary.
Entourage & Exchange
□ Note category colors for reconfiguration in Exchange
□ Export Rules and signatures (Files > Export > Choose what to export)
□ Remove primary IMAP account if one exists (leave secondary accounts until further notice.)
Tools > Accounts > Delete
□ Add Exchange account
• Tools > Accounts > New > Exchange
• Start with out importing anything – Next
• Enter email address (use @exchange.mit.edu for email name and check box for Exchange server) - Next
• Enter Account ID and Password (Leave domain blank)
• Automatic configuration succedded - Next
• Check box for “Use SSL for these Servers” – Next
• Optional: Verify Settings (skip this step) –Next
• Choose skip at pop up
• Setup complete: Name Account - Finish
Entourage
□ Determine if email and calendar have transitioned fully – check repeating meetings, Calendar notes, email subfolders, Sent Items
□ Check Signatures & Rules
▪ if they have used Entourage before, they should be intact, if not import signatures and rules from the file you created eralier (File > Import > From Archive)
▪ Modify rules that were moving to on-server folders
□ Disable Junk Mail filter (Tools > Junk E-Mail Protection > None)
□ Rename Categories if they use them
▪ Highlight calendar item > Choose Categories from Toolbar > Edit categories
□ Sync Entourage with other software (optional)
▪ Entourage > Preferences > Sync Services > Check appriate boxes
iPhone / iPod Touch
□ Delete IMAP account
□ Configure Exchange account
□ Configure device to sync Mail (Exchange Calendars and Contacts are optional)
□ Reconfigure iTunes to sync remaining tasks, notes, contacts (Connect device > Info tab)
Inventory
□ Run Altiris Inventory app
Cleanup
□ Place Rules/signatures export file in trash
□ Reboot machine (to restore tasks and processes that were killed)
Training
□ Bookmark Brightmail and imap Allow/Deny list locations
▪ demonstrate cut/paste if they have current allow/deny list items
□ OWA
□ Go over implications if people outside their group invite them to meetings using Techtime.
□ Review mail recovery, including 14 day limit
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