Hybrid Exchange setup when migrating from on-premise Exchange to cloud Exchange.

This guide is for clients moving to a hybrid Exchange setup when migrating from on-premise Exchange to cloud Exchange.

Please note that Sign in Workspace follows the recommendations from Microsoft, and this is the only supported migration process.

Description of process

To ensure a fully functional Planner during the migration, it’s very important to follow these steps in the following order:

1: Move all users that have editorial rights in Outlook and the Secretary role in Planner from on-premise Exchange to Exchange Online

2: Move all users that have the roles of Catering managers, Facility manager,s and receptionists from on-premise Exchange to Exchange Online

3: Move all other users from on-premise Exchange to Exchange Online (during hybrid the users mailboxes must still be accessible/discoverable via the on-premise Exchange service account)

4: Move all meeting rooms from on-premise Exchange to Exchange Online

5: Change Exchange end-point in Planner from on-premise Exchange to Exchange Online and activate Full Exchange integration (performed in administration for Planner Web)

When users are moved to Exchange Online, they will still be able to book rooms that are in on-premise Exchange.

If rooms are moved to Exchange Online prior to users being moved to Exchange Online, the users will not be able to book the rooms.

Single-sign-on

When user accounts are available in Azure AD, SSO can be enabled regardless of where the user’s Exchange mailboxes are located.