Forum Discussion
Exchange Server to Exchange Online Migration: A Pre-Migration Readiness Checklist
Over the years, I have worked on numerous Exchange Server to Exchange Online migration projects alongside Exchange administrators, IT teams, and MSPs. One consistent pattern I have noticed is that most migration issues do not originate during the migration itself — they surface because of gaps in pre-migration readiness. This checklist reflects what I have found most useful before starting any Exchange to Exchange Online migration.
- Inventory and Assessment
Before touching any migration tooling, run a full inventory of your on-premises Exchange environment. This includes the Exchange Server version (2013, 2016, 2019), the number of mailboxes, database sizes, public folders, shared mailboxes, archive mailboxes, and any resource mailboxes such as rooms and equipment. Many teams also forget to document their distribution groups, dynamic distribution groups, and mail-enabled contacts. All of these need to be accounted for before you begin.
2. Active Directory and Entra ID Readiness
Check that your Active Directory is clean: no duplicate UPNs, no lingering objects, and no ambiguous legacy Exchange attributes. Verify that Microsoft Entra Connect (formerly AAD Connect) is installed, configured, and synchronizing without errors. Confirm the UPN suffix used in AD matches a verified domain in your Microsoft 365 tenant. Attribute mismatches between on-premises AD and Entra ID are one of the most common causes of post-migration issues with authentication and mail flow.
3. Mail Flow and DNS
Document all current MX records and any third-party mail filtering (SEG, anti-spam appliances). Plan whether you will cut over MX during the migration or keep a hybrid mail flow via Exchange connector. Verify SPF, DKIM, and DMARC records are in place for each domain. Applications and devices that use on-premises SMTP relay also need to be identified early — these often get missed and cause disruption after the migration window.
4. Licensing and Tenant Configuration
Confirm you have sufficient Exchange Online licenses assigned or ready to assign before the migration starts. Review your tenant for any conditional access policies that may block newly migrated users. Check the Microsoft 365 admin center for any service health issues that could affect the migration window. Also confirm your tenant's default accepted domains and any aliases that need to be added.
5. Coexistence and Hybrid Considerations
If you are running a hybrid migration (which is the recommended approach for most organisations with more than a few hundred mailboxes), confirm the Hybrid Configuration Wizard has been run and that the hybrid connector tests pass. Free/busy lookup, OAB distribution, and cross-premises message tracking should all be tested before you move any mailboxes. A common oversight is failing to validate OAuth configuration for modern authentication in hybrid — this affects calendar sharing and delegate access after migration.
6. Data and Backup
Before migrating any mailbox, verify that a recent backup of your Exchange databases exists and is recoverable. If you are running a DAG, confirm all database copies are healthy and no replay queues are building up. It is also worth checking the size and age of any archive mailboxes — large archives can significantly extend migration time and should be planned for separately.
What patterns have you seen in your environments? Are there specific pre-migration steps that have saved (or cost) you the most time? Happy to discuss further.