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Migrating to Connect Jamie Sonsini Office of Information Systems & Technology February 2013

This document outlines the roles and responsibilities for migrating to Connect, including email and calendar migration instructions. It provides detailed information on account types, folder limitations, client configurations, and the sequence of events for a successful migration.

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Migrating to Connect Jamie Sonsini Office of Information Systems & Technology February 2013

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  1. Migrating to ConnectJamie SonsiniOffice of Information Systems & TechnologyFebruary 2013

  2. Department Roles/Responsibilities • All-InDepartments • Department Connect Administrator – DCA • Connect Administrative Portal – CAP • Calendar-Only Departments • Account Actions - <www.connect.ucsb.edu> • Technical Support Staff • End-User Support & Training

  3. CAP Example

  4. Email Migration

  5. All-In DepartmentsI-Mail Customers

  6. All-In DepartmentsIC-Departmental EMail Customers

  7. Email to All-In User Jane@Dept.ucsb.edu Connect Inbox Jane.Doe@ucsb.edu

  8. Department Email • Retain Departmental Email Domain • Additional Domains • Connect Service Options • Regular Accounts • UCSB Person with UCSBNetID • UCSB Person without UCSBNetID • Functional Accounts • Delivery Aliases (Route to Single Address) • Mailing Lists (Delivery to Multiple Addresses)

  9. @UCSB.EDU • Individual Accounts • First.Last@ucsb.edu • Suggestions to Department • Self Assign Tool – Eventually • Functional Accounts • Name: DeptID-UniqueID@ucsb.edu • ISC-FrontDesk@ucsb.edu FrontDesk@oist.ucsb.edu • ISC-Adm1@ucsb.edu isc.admin@oist.ucsb.edu DeptID = UCSB Subdomain

  10. Folder Migration • Special Folders • Inbox • Drafts • Sent Items • Deleted Items (30 Day Retention) • Junk E-Mail (60 Day Retention) • Calendar & Contacts – Renamed • Translate Department Folder Naming Standards • NO Local Workstation Files!

  11. Migration Limitations • Account Limit: 25 GB • Individual Email: 25 MB (with Attachments) • Folder Limits • Number of Messages < 100,000 • Nested Folders < 256 Levels of Nesting

  12. Address Books • Individual Address Books • Migration Instructions (Connect Web Site) • Mulberry • Thunderbird • Outlook • Google Contacts • Global Address List (GAL) • Connect Users - @ucsb.edu • Others – UCSB-Mail Address (UCSB Directory) • Students - Will NOT be in the GAL

  13. Client Configuration • Desktop Clients • IMAP Clients • Thunderbird with Lightning & EWS • Outlook (Windows & Macintosh) • Apple Mail & iCal • Handheld Devices • Android • iPhone • Windows Phone • Blackberry Mail

  14. Migration Sequence of Events • Department Address Reconciliation • Department Clean Up & Folder Preparation • Coordinate Migration Date with Department • Department Prepares for Migration • Communication Regarding Schedule & Events • Client Installation/Configuration • On Migration Date • Disable Access • Folders Migrated Overnight/Weekend • Access Enabled on Connect • Day After Migration • Communicate with Department - Issues/Problems? • Post Migration • Account Requests • Service Notices (Email, Twitter)

  15. Calendar Migration

  16. Calendar User Migration • All–In Users • Automatically Migrate • Calendar-Only Users • Opt in Process • Assigned @ucsb.edu Email Address • Local Exchange Users • Automatically Migrate

  17. Calendar-OnlyIndividuals From…

  18. Calendar Resource Migration • List of Oracle Resources to Department • Room Resources vs Equipment Resources • Resource Naming Conventions • DeptID-Type-Identifier • ISC-ROOM-SAASB4101WW@ucsb.edu • ISC-COMPUTER-DELL1300@ucsb.edu • ISC-VACATION-OSG@ucsb.edu DeptID = UCSB Subdomain

  19. What is Migrated*? • Calendar Data & Tasks • Title, Times, Invitees, Attachments, Details, Reminders, Importance, Access, Location, Ownership & Attendance • Holidays - Not • Permissions – Not • Designates – Not • Personal Notes - Not • Oracle Calendar Contacts – Not *Migration – Will NOT Overwrite Calendar Data

  20. Recurring Meetings

  21. Terminology - Meetings

  22. Terminology - Day Events & Daily Notes

  23. Migration Sequence of Events • Department “Clean up” Prior to Migration • Proposed Schedule to All Departments • Migration (Across a Weekend) • Friday - Disable Oracle Calendar Access (5 PM) • Calendars Migrated • Connect – Inserted by CalMover • Student Tenant – Inserted by CalMover • Local Exchange – PST Files to System Administrator • Connect Available During Migration (Be Careful) • Monday - Issues/Problems? • Missed accounts? - We have 1 week to fix!!

  24. Questions • Timeline?

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