Migrate to
OpenSRS email
We know email migrations can be daunting, and we try to make the process as smooth as possible for our clients. We have outlined a step by-step checklist to help with the transition.
Email migration
Migrate to
Migration Checklist
Preparation
- Inform users about the migration timelines and recommend backing up their email files.
- Introduce users to the new email platform and how to use webmail.
- Lower the time-to-live (TTL) value to less than an hour on the domain DNS zone records. (Required)
- Ensure that the same users exist on both email platforms. If you have a large number of accounts, you can use the bulk tool to create users in the OpenSRS Control Panel.
Pre-migration
- Watch the complete email migration walkthrough video in preparation for the migration.
- Configure defaults for branding and default company preferences, including account limits, language and mailbox sizes.
- Update webmail settings to match your branding requirements, including logos and colors as well as access to optional features.
- Stop provisioning new email accounts until migration is completed.
- Stop allowing password changes for email accounts.
- Extract the existing address books and calendars on behalf of each user and save them as a vCard file.
- Inform your users well in advance that they shouldn’t make any changes to their address books or calendars after you extract the data.
- Send each user their vCard files, with instructions on how to save the file and how to import contacts in OpenSRS webmail once migration is complete.
Migration
- Change the DNS on the domains to point to OpenSRS email servers.
- Use the email migration tool to migrate user mail over IMAP or POP.
Post-migration
- Notify users when migration is complete.