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Steps to OST to Microsoft 356 with Outlook

Note: After adding the OST Files, you have to select Microsoft 365 as the target.

The first way is to choose the Microsoft 365 (Multiple Mailboxes) option from the ribbon bar, and the second way is to right-click on the file folder and select the same option (Microsoft 365).

Top bar

You will now have two options to connect: Migrate Using EWS (Modern Authentication) and Migrate Using Outlook MAPI (Outlook Profile). You can opt for any of them.

Mode 1: Using the EWS (Modern Authentication):

Step 1: Select the Migrate Using the EWS ( Modern Authentication) option.

Migrate to the Primary/ Archive Mailbox or the Public Folder

Step 2: Here, you can exclude the folders if there is any requirement. Moreover, you can decide the number of items that will migrate simultaneously. Click Next.

Exclude the folders if there is any requirement

Custom Folder Selection: Enables you to choose specific folders for processing, ensuring only required data is included in the job.

Custom Folder

Step 3: A default connect wizard will open; moreover, you can choose whether you want to migrate to the Primary/ Archive Mailbox or the Public Folder.

Migrate to the Primary/ Archive Mailbox or the Public Folder
  • Primary/Group Mailbox: Processes the main user mailbox or Microsoft 365 group mailbox containing emails, contacts, calendars, and other core data.
  • Archive Mailbox: Handles the archive mailbox separately to migrate or manage older and automatically archived emails.
  • Public Folder: Allows processing of shared public folders that store organizational data accessible by multiple users.

Step 4: Select Connect Microsoft 365/Exchange Online as the target. Again, here are two ways to connect: Modern Authentication (Auto Registration) and Modern Authentication (Manual).

Select Office 365/Exchange Online as the target

Step 5: When you select the Auto Registration, the software will prompt you to the Microsoft sign-up page. Enter the credentials to connect.

Select the Auto Registration

Step 6: Accept the permissions requested and move ahead.

Accept the permissions requested

Step 7: If you choose Modern Authentication (Manual), then you have to enter the Tenant ID, Client ID, Client Secret Key and Admin User Email. Click here to learn about these credentials: https://www.shoviv.com/technical-guide/generate-client-id-and-client-secret-key-for-onedrive.html

Choose Modern Authentication

Read more: Connect Online Exchange Server - https://www.shoviv.com/technical-guide/connect-exchange-server.html

Step 8: Now the software will connect and show the users. You can also add users through the CSV file. Check the users required and click on the Add Mailboxes.

Software will connect and show the users

Step 9: You will get connection details and the target mailbox type for the migration. Click Next.

Get connection details and the target mailbox type

Step 10: Select and double-tap the target mailbox to map with the source. Click OK.

Get connection details and the target mailbox type

Step 11: Map and validate the target. Click on Next.

Get connection details and the target mailbox type

After that, a filter page will have appeared with two options.

Step 12: Thereafter, you can use the Message Class and Message Date filters to include/exclude the mailbox items.

include/exclude the mailbox

Read more: How to prevent migrating duplicate items from source to Office 365 and On-Premises Exchange Shoviv https://www.shoviv.com/technical-guide/exchange-server-exclude-duplicate-item.html

Select the Advanced Optionto make other changes, like managing item thread count, folder mapping and email translation. After setting up these options, click the Next button.

Advance Option: https://www.shoviv.com/technical-guide/migation-advance-option.html

folder mapping and email translation

Now the process will start and status will be shown. The Status wizard will show Source Folder, Target Folder, Item Count, Filtered Items, Process Item, and Status in this report.

You can stop the process using the 'Stop' button, else wait for the process completion.

export OST file into Microsoft365

Once the process gets completed successfully. click on the 'OK' button.

You can save the report using the 'Save Report' button and at last click on the 'Finish' button to finish the process.

export OST file into Microsoft365

Mode 2: Migrate Using Outlook MAPI (Outlook Profile)

Step 1: Firstly, select the Migrate Using Outlook MAPI (Outlook Profile).

Migrate Using Outlook MAPI

Step 2: Check/Uncheck the subfolders as per the need. You can exclude if you don't want to migrate a folder.

Check/Uncheck the subfolders

Custom Folder Selection: Enables you to choose specific folders for processing, ensuring only required data is included in the job.

Custom Folder

Step 3: The first option to connect is with the Outlook Profile (Fetch All Mailboxes from Outlook Profile) Select the Outlook Profile of the Admin Account.

Fetch All Mailboxes from Outlook Profile

Step 4: You can also connect by entering the Office 365 account credentials. You can also connect using the Outlook Profile. Click on Next to proceed.

  • Grant Full Access Rights of All Mailboxes to Given User: Assigns full mailbox permissions to a specified user, allowing seamless access to all selected mailboxes.
    Read more: How to grant full access permission of mailbox to any other user https://www.shoviv.com/technical-guide/mailbox-access-permission.html
  • Select Admin Outlook Profile to Connect: Uses the chosen administrator Outlook profile to establish a secure connection with the mailboxes.
Connect by entering the Office 365 account credentials

Step 5: The next step is to map the source mailbox to the target mailbox.

How to map target mailbox with source https://www.shoviv.com/technical-guide/source-to-target-mailbox-mapping.html

Map the source mailbox to the target mailbox

Step 6: Select and double-tap the target mailbox to map with the source. Click OK.

map with the source

Step 7: Map and validate the target. Click on Next.

Map and validate the target

Step 8: Thereafter, you can use the Message Class and Message Date filters to include/exclude the mailbox items.

include/exclude the mailbox

Read more: How to prevent migrating duplicate items from source to Office 365 and On-Premises Exchange Shoviv https://www.shoviv.com/technical-guide/exchange-server-exclude-duplicate-item.html

Select the Advanced Optionto make other changes, like managing item thread count, folder mapping and email translation. After setting up these options, click the Next button.

Advance Option: https://www.shoviv.com/technical-guide/migation-advance-option.html

folder mapping and email translation

Now the process will start and status will be shown. The Status wizard will show Source Folder, Target Folder, Item Count, Filtered Items, Process Item, and Status in this report.

You can stop the process using the 'Stop' button, else wait for the process completion.

export OST file into Microsoft365

Once the process gets completed successfully. click on the 'OK' button.

You can save the report using the 'Save Report' button and at last click on the 'Finish' button to finish the process.

export OST file into Microsoft365