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Along with PSTs, Public Folders are usually the last data repository to be dismantled when you’re migrating to Office 365.  They’re typically big and full of static content, much of which is ‘ROT’ (redundant, outdated and trivial information).

Many public folders, however, contain active, business-critical information, especially where mail-enabled public folders have become enmeshed in business processes, such as the transport company we work with that uses public folders to manage and share all communications relating to all its shipments.

This means they can’t leave them behind. Apart from upsetting users and impacting efficiency, you might compromise future legal discovery situations.

For a while, Microsoft didn’t have the equivalent to public folders in Office 365.  They eventually capitulated with the provision of a ‘modern public folder service’ in Exchange 2013, – even so, large ‘legacy’ public folders are proving to be tricky to move with any degree of ease and success.

Industry experts signposted Groups as the obvious alternative to public folders – and bet development dollars on tools to help move your public folders to Groups, but these never really got traction.

We are knee-deep in the migration of some of the UK’s largest public folder estates and discovering that even the best tools on the market are stopping short of providing a silver bullet.  

In fact, many vendors, such as Quadrotech and MessageOps, have simply thrown in the towel when it comes to providing a fault-free public folder migration tool.

There’s no wonder!

Here’s a snapshot of just 6 obstacles we’ve been navigating recently in migrating public folders:

Large public folders

Part of the challenge of moving on-premises public folders to modern public folders is that you must partition them up into sub 100GB* sized chunks and distribute them in a way that ensures optimum accessibility and performance for users.

There’s a whole bunch of limitations you need to consider to ensure you stay within Microsoft’s recommendations.  This includes a limit of 10,000 sub-folders and 1 million items per folder, the number of concurrent users accessing a public folder and many more – check out this article from Microsoft for more information.

Archived public folders

Archived public folders content complicates the sizing process. Emails that look like a few KBs in size when you run an initial analysis could be linked to much bigger emails and attachments (and cumulatively ‘blow’ the 100GB limit as you try to migrate).  Taking a two-step approach and first re-hydrating archived content into Exchange is a good approach for knowing exactly what you’re dealing with, but it means you must be able to cope with an interim storage challenge and a protracted migration timeline.

Public folders you *think* haven’t been archived

Even if you feel confident that certain Public folders haven’t been archived, it’s highly likely they contain archived items that you don’t know about.  This is because users might have dragged short-cutted (archived) items into them. To tackle this, you will first need to map all the relevant retrieval paths, which could be from several legacy archives, and then rehydrate the original items into Exchange prior to the migration.

Too many options as to where to move your public folders

Migrating legacy public folders to modern public folders in Office 365 is just one option open to you.  Navigating your way through the alternatives (e.g. SharePoint, Groups, shared mailboxes, Teams – even non-Office 365 platforms) and understanding their limitations and benefits is mind-boggling, e.g.:

  • Groups – Good support for public folders collaboration features and better mobile support, but have a flat structure and no permissions granularity;
  • SharePoint – great versioning support, check-in/check-out, but not mail-enabled.
  • Shared Mailboxes – Good hierarchy support and granular permissions, but not possible to mail-enable specific folders and customize the mailbox view to exclude default folders such as calendar, contacts, drafts, deleted Items, sent items, etc.

You also have the option to archive off static public folders content to other locations such as a cloud-based archive, in which case you need to consider things like end-user access, access control, eDiscovery and so on.

Migrating public folder permissions

When you relocate public folders content, mapping access rights correctly is vital – especially with concerns like the GDPR to contend with.  This step is relatively straightforward if you’re migrating to public folders online, but not if you’re moving to a non-Office 365 platform, such as an Azure-based archive.

Even though you can extract email recipient information as the basis of governing access, coping with very large public folders combined with the additional overhead of expanding the members of distribution lists, creates a whole new challenge.   You might also take your migration as an opportunity to tidy up and streamline permissions.

Tackling invalid characters in public folders

Trailing spaces, the wrong sort or dash (that longer dash they use a lot in the US), back and forward slash – these all need to be removed from your legacy folder names prior to migration. Otherwise, the default may to move their contents to the parent folder and blow the storage limit.  In actual fact, this is the easiest bit to tackle.

Final thoughts

Each project has its unique technical challenges.  It’s clear that the key to working out your best migration strategy is to perform in-depth analysis before you start.

Check out our free public folder analysis tool.

It’s unlikely you’ll find a single silver bullet for your specific needs, but following your analysis we’ll be happy to make recommendations and share with you what we’ve learned so far in terms of the best tools and techniques around to help with your move.

Having difficulties migrating public folders to Office 365?

Analysis is key! Request a quote and get a free trial to our analysis tool

Are you being locked in by your cloud vendor?

Whenever I get on a flight I always count the number of rows to the nearest exit, so I can grope my way out of a smoke-filled cabin if the worst should happen.  A totally pointless exercise, as in reality I’d be toast, but at least it makes me feel better.

What is worth doing is checking your exit route if you’re planning to store your content in a hosted cloud service.

A common tale of woe relates to hosted email journaling vendors, whose built-in export tools are simply not up to the job of wholesale extraction when the customer wants to ‘move on’.

“It took us between 16 hours to a day to extract just one mailbox into a PST, which then needed to be re-imported.”

“We had to run a series of searches using the “from address” to collect all the emails belonging to each user.”

By all accounts, data extraction is not a fun exercise when you’ve got TBs of data to move.

Check your exit route

What’s involved in getting your data back out of the cloud has to be a primary consideration if you are planning to migrate into it.

Ask your prospective cloud vendor these questions:

  1. How easy will it be to get my data out,
  2. How quickly can I get at it? Will it be over the network or on a disk?
  3. What about chain-of-custody during the extraction process?
  4. How will I know I’ve got everything back?
  5. What format will it be in when I get it back?
  6. How much will it cost?

Cloud storage vendor escape route

If you’re stuck in a hosted journal service, or are contemplating your best options for zero lock-in cloud storage, get in touch!.

Productive meetings have been a hot subject since that Elon Musk leaked email. But why did Elon chose to target meetings in order to increase company output?

Did you know that that the average Executive spends about 18 hours a week at meetings?

Yet, almost half of us view meetings as one of the biggest time-wasters at work.

Elon is not alone in thinking that effective meetings can increase productivity.

Why effective meetings are so important

Does that remind you of your meetings? Take heart because we’ve all been there.

Everything in business is about reducing costs and increasing profit. You will be surprised at how much a meeting costs and the impact they have on your bottom line. That’s why it is very important to aim for effective meetings.

Forward-thinking organisations and individuals alike have found several new approaches to drive effective meetings. Some approaches are straightforward, but some are more radical.

Most CEOs agree that being on time, reducing meeting times and setting the agenda early are ways to improve meeting effectiveness. Some have taken more extreme tactics including removing chairs and banning phones and laptops during meetings.

Technology can also have a positive impact on running meetings more effectively. From assisting with scheduling meetings to facilitating meetings altogether; there are several tools that can supercharge your meeting efficiency.

Streamlining the Scheduling Process

Finding the right time and place for your meeting can be a huge time sink before you even start your meeting. You get the endless back and forth emails to find the best meeting time or to reschedule double-booked meetings.

Outlook scheduling assistant can be a great start and help you save time finding a mutually convenient time slot with co-workers.

However, not all meetings are internal, and in most cases, you do need to meet with people outside of your organisation.

This is where tools like FindTime, Doodle or Calendy come into play. By synchronising your available or desired meeting times, you can quickly get to a mutually convenient slot.

We love using FindTime in conjunction with our solution, as it’s the free native Office 365 tool from Microsoft.

Booking Additional Services

What happens when you need to book meeting rooms and other resources and services like catering, AV equipment, or even parking? This can result in even more phone calls and emails to catering and reception staff.

Resource Management solutions enable you to book meeting rooms and other resources all in one place. On top of that, integration with Outlook Calendar provides greater end-user experience.

Making Sure Everyone is On Time

When people are late to meetings, this can result in unnecessary delays. There is the need to recap and to extend meetings to cover the agenda. Over-runs start interfering with other meetings, causing disarray not only to you but to colleagues.

Calendar apps notify individuals through email and push notifications, helping staff to be on time.

Yet, that covers only the meeting participants. What about all the other elements that come into play to get your meeting off to a fast start.

It would not be the first time a teleconferencing camera or microphone failed to work.

Similarly, visitors and co-workers from other offices can get held up in reception as they attempt to locate where they need to go.

Resource Management tools make sure that any service providers, such as technicians, reception staff and the all-important catering staff get timely notifications on exactly what meetings are taking place and what their role is in making them go like clock-work.

Maps and wayfinding displays can also help visitors navigate to the right meeting room.

Aside from helping get everyone to the meeting on time, these types of services make great first impressions, especially on visitors!

Stopping meeting no-shows

Nonetheless, getting people on time to meetings is not even your biggest challenge. Meetings that fail to take place are!

A study carried out by collaboration experts Atlassian found that 96% of the people they surveyed had at some point missed a meeting and this is money down the drain when real-estate costs are at an all-time high.

When our customer, Airbus, went through an estates rationalisation, they decreased the number of meeting rooms by 20%, but still had to facilitate the same number of meetings.

Through our utilisation reporting, they came to realise that people had a habit of booking recurring meetings and forgetting to cancel them.

That meant empty rooms that could have been used for other meetings.

Using meeting room display technology, Airbus is now automatically releasing meeting rooms when organisers don’t check in on time. This enabled them to release a staggering 3,300 hours of meeting room capacity each month.

Other companies are going more hard-core in an attempt to break the no-show habit. For example, with our solution, it’s possible to stop repeat offenders booking any more meetings for a while.

Apart from tracking actual room utilisation and check-ins, room screens enable a at-a-glance visibility of meeting room availability and create a great impression.

Remove the bricks and mortar constraints from your meetings

You should always test whether you actually need a meeting. Once you have established that, then you can decide the time and place.

Importantly, the place doesn’t necessarily need to be a meeting room. It can be a nearby café or, even better, online.

Leveraging tools like Microsoft Teams, GoToMeeting, Zoom and many other online meeting tools can reduce the costs associated with physical meetings.

Resource Management solutions make it extremely easy to schedule virtual meetings and conferences. With the click of a button, you can turn your meeting into a Skype for Business meeting or conference call.

Keeping your meetings on track!

Meeting agendas, as we saw, was high on the list for running effective meetings.

There are lots of great tips to on how to create an effective meeting agenda.

However, having an agenda in place and making people stick to it are two different matters. And sometimes, removing technology can be a good thing.

To make your meetings stickier, as pointed above, you can eliminate laptops and mobiles from meetings.

Laptops and mobiles can become counterproductive, especially in meetings. by allowing people to hop on to other tasks (73% of us tend to do other work).

Our tip is to only allow laptops for the designated note takers and for presentations, thus gaining more control over your meeting.

Subsequently, to be even more productive with your meeting action plans, you can use several tools for minutes and note taking.

As cloud empowers collaboration, you can share note-taking and no other tool is more straight-forward or familiar than Word; and in this case Word Online.

And, if you are running a task management tool like Planner, Asana or Trello, you can easily attach a shared Word link to the appropriate task.

Final Thoughts

Recent advancements in Cloud computing and apps have enabled us to increase our efficiency. There are lots of tools that we can use to be more productive, and meetings are no exception.

It is important to choose the right tools, get the most out of them and make sure they tie in with what you currently use for your day-to-day calendaring and collaboration.

Add technology to your meetings, like the tools we mentioned above, and watch your meeting effectiveness skyrocket and your workspace optimisation improve.

Let us know in the comments if you know other ways that technology promotes effective meetings.

Streamline your resources with room & desk booking solutions

If migrating user mailboxes in a hybrid environment wasn’t challenging enough, migrating email archives to Office 365 can introduce all sorts of complexity you hadn’t bargained for.   

Here’s 5 things we’ve encountered when helping organisations with the end-to-end migration process.

1. Migrating Shortcuts Can Be a Useful Option

In most migrations to Office 365 there will be a period of time when co-existence with your on-premises archive is required.

Despite what some vendors may say, most on-premises archives can be configured to retrieve when the mailbox is moved to the cloud*.

Allowing co-existence will alleviate most of the time pressures in needing to migrate users’ archives at the same time as their Live mailbox. Large archives, in particular, may take more than a day to migrate and users do not want to lose access to their legacy data for any length of time.

Additionally, if you’re migrating user mailboxes into Office 365 using MRS or third-party tools, you’ll most probably find you end up migrating emails that are actually shortcuts (aka stubs) to archived emails.

In our experience – as long as you have a strategy for eventually removing these shortcuts and replacing them with the original archived item – this is a workable solution.

* If shortcuts moved into Office 365 don’t work ‘out of the box’ for your legacy archive we can help you make it work!

2. Being Selective Can Really Pay Off

With the GDPR top of mind, a migration is a good point to review what you’re retaining in your archive.

A simple strategy is to exclude anything that’s beyond your retention policy but it’s possible to be more ‘fine-grained’ than this.

Although it’s possible to start applying retention policies once you’ve migrated your archives into Office 365, deleting data pre-migration can save both migration time and costs.

3. Not Everything Has a ‘Home’ in Office 365

As you migrate to Office 365, making the decision about what to do with legacy emails – especially those belonging to ‘leavers’, can be challenging.  This is especially the case for organisations that have lots of ‘churn’ or have ‘orphaned’ email records going back many years.

Although it’s possible to migrate a leaver’s data into an Office 365 mailbox that has been placed on Litigation Hold, delete it and then recycle the licence after 90 days (using the inactive mailbox service in Office 365), many of the customers we work with seek alternative, and frankly, much faster and lower-cost solutions.

This includes migrating leavers (and other data items that don’t fit conveniently into Office 365) into HubStor for Azure, which gives low-cost storage, retention management and eDiscovery.

4. Have a Plan for Killing Off Your On-prem Archive

Following successful and verified migration of your archives to Office 365, it’s best practice to decommission your on-premises archive and delete all the archive databases and storage.

Any email records that you’ve ‘policy excluded’ from a migration (see point 2 above) should also be deleted.

TIP: Make sure any backups, test systems or copies of the databases are hunted down and removed. 

In the event of an eDiscovery, ‘viable’ copies of an archive you thought were long gone could crawl out of the woodwork and become part of a legal case.  They could also be found (inadvertently or otherwise) on your network or old servers, and again, could compromise your compliance with the GDPR.

5. Think Long & Hard About Your Journal Migration Strategy

There’s a lot of debate around what to do with journals (including journal archives) when moving to Office 365.

Whilst it’s possible to take an existing journal and ‘de-single-instance’ its contents for migration into individual Office 365 user mailboxes – the process can be quite lengthy.

The only issue is that any other route (such as migrating chunks of a journal into multiple individual mailboxes in Office 365) can bite you in the rear.  For example:

  1. Using In-Place hold on single mailbox containing emails belonging to multiple custodians breaks Microsoft’s own licencing rules
  2. Creating a bunch of shared custodian mailboxes will give you an eDiscovery headache further down the track (because the person doing the search won’t know which mailboxes to include – and could easily exclude them)

Migrate your archives into Microsoft 365

If you want to drill into the options and trade-offs when migrating your journal (or talk about any of the other points above) get in touch.

During WW2, a group of people found themselves trapped within occupied France: prevented from having a voice, suppressed from independent thought and at risk of capture, persecution – even death.

In an attempt to escape, many travelled south through France and into Spain, only to be met a physical barrier – the Pyrenees. Thanks to locals and guides who put their own lives at risk, over 3,000 men, women and children were led to freedom over a very challenging mountain terrain.

In 2008, A UK-based woman called Jane Willis was diagnosed with her own ‘physical barrier’ –Parkinson’s disease. She describes Parkinson’s as being trapped in her own body: unable to move freely, at times prevented from speaking or thinking with any clarity, and often racked with painful muscle cramps and tremors.

In a bid to raise funds for research and awareness for Parkinson’s, Jane is preparing to tackle the toughest of the WW2 escape routes through the Pyrenees, Le Chemin de la Liberté – The Freedom Trail.

Not for the faint-hearted, The Freedom Trail is 4-day, 40-mile trek that ascends at one point to over 10,000 feet.

in lieu of Christmas cards this year we will be making a donation to fund one of the support team that will guide Jane through this challenge, our very own Holly Lerchundi-Willis, Jane’s daughter. She will be in good company with Sir David Hempleman-Adams.

We wish Holly and Jane all the best in their quest to help find a Cure for Parkinson’s and we would like to take this opportunity to wish you Season’s Greetings and a prosperous New Year.

We would like to thank everyone that has donated so far. You can help Jane reach her £25,000 target by donating to the cause by following this link:

https://uk.virginmoneygiving.com/fundraiser-display/showROFundraiserPage?userUrl=janewillis&pageUrl=1 

Free retention of ex-employee’s data

At present, if you want to retain the mailbox contents of former employees’ mailboxes there’s a facility called ‘Inactive Mailboxes’ that you can use.  The great thing is that if you follow Microsoft’s steps, you can re-use the licence associated with the ex-employees mailbox for someone else, so effectively there’s currently no charge for this facility.

Watch this space, however, as back in 2017 Microsoft was on the verge of introducing a charge for inactive mailboxes, and it’s our guess they could consider doing it again.

Inactive mailboxes could be chargeable…

Back in late 2017, Microsoft was on the verge of charging for inactive Office 365 mailbox licences.  It’s our prediction that this could happen again.

At the time, Microsoft faced a backlash from their customers and MVPs during Ignite 2017, and did a U-turn on charges for inactive mailboxes.

https://www.petri.com/no-licenses-office-365-inactive-mailboxes

Having seen the proposed licence plans, we’re not surprised it caused a stir. Inactive mailboxes represent a significant volume of data.

“When we do an analysis scan before moving email archives to Office 365, it’s not unusual for about 70% of the contents to belong to ex-employees” Annie Holder, Migration Consultant

The U-turn highlighted the demands that businesses are making on Microsoft to support proper governance of their email and other data.  Right now, the way Microsoft 365 helps you manage the full lifecycle and eDiscovery of email is impressive.

We will, however, watch with interest how Microsoft adapts to accommodating the vast churn of mailboxes from a licencing perspective.

Not just because of the potential future cost of retaining sheer volumes of it, but also because of a greater responsibility to keep it secure, minimise the risk it represents and fulfil obligations around data protection.

Managing data that doesn’t have ‘an obvious home’

Handling the retention of leaver’s mailboxes, SharePoint and OneDrives is sometimes still only part of the story.

Many cloud project teams are now turning their attention to other more complicated stores of data – like legacy Journals, public folders, PST files, file shares… data that sometimes doesn’t seem to have an obvious home in the Microsoft cloud.

Retention of content that doesn’t fit neatly into Office 365 (such as legacy data on file servers), is a topic we regularly address with our customers.

Inactive mailbox charges

If you have legacy on-premises content you want to preserve and do eDiscovery on, but you’re not sure where to start, get in touch.

First you needed an archive to give Exchange some ‘breathing room’.  Native Exchange just wasn’t up to the job of holding so much email, especially if you wanted to switch on journaling to be compliant, which many of you did. 

Back then, storage wasn’t so cheap, so as your archive grew over the years you needed some nifty hierarchical options for controlling costs, along with retention management – oh – and a proper eDiscovery tool to be able to cope with evolving regulations.

Then your archive got cumbersome and expensive to run and you wanted to switch to a different one and take everything to the new archive.

We made sure we were there for that eventuality…

Now you’re going all ‘cloud’ on us and have purchased Office 365.  Unsurprisingly, you want to take your email archives – including your journal archive – to the cloud too.

You don’t ask for much do you?! 

When it comes to moving journals to Office 365 we all seem to be facing the same challenge – mostly stemming from the fact that although you can write to a journal service in Office 365, you can’t actually keep a journal mailbox as you know it, in Office 365.

The ‘new way’ to capture and retain emails in Office 365 is on a per-user basis, whereby switching on In-Place Hold ensures every email sent and received is retained (even if the user deletes it).

Getting your legacy Journal into this new model is like fitting a square peg into a round hole. We’ve seen it done though.

Products like TransVault’s curiously-named Compliance Time Machine allow you to redistribute your old journal messages into individual user mailboxes in Office 365.  It’s a pretty involved process but certainly an option for those happy to manage compliance in Office 365.

Others have looked at splitting out their existing journal archives into smaller chunks and moving them into regular Office 365 mailboxes.  This solves the problem of getting the old data in there, but risks such mailboxes being excluded from eDiscovery and it might put you on rocky ground with Microsoft licensing.

The other challenge is sheer size. We’ve been on this archiving journey with many of you for over 10 years in which time your Journal archives have grown exponentially. So much so, that Office 365 throttling is preventing a timely migration.

So we’ve been looking at other ways we can help you take your Journal archive into the cloud – and we’re pleased to let you know that we’ve found one:  Hubstor.

Hubstor is an archive service hosted in Microsoft Azure.

It delivers a secure place in which to store your legacy Journal archive, and continue running your journal (via an SMTP feed from Office 365).

We think you’ll like it because:

  • It’s a managed service that’s scalable on demand.
  • You can host it in your own Azure Tenant or Hubstor’s.
  • Search is fast and easy for non-IT compliance people to use.
  • It uses compression and tiered storage to keep your costs low – vital if you’ve many years’ worth of data and leavers emails to retain.
  • It’s subscription-based with no exorbitant exit fees if you want to move on (as with other cloud solutions that offer Office 365 journal services).

Email storage – Now you’re going all cloud

We’d love to know what you think, so get in touch for a demo.

Having a meeting organiser fail to show when you’re using video conferencing is annoying, but when a physical meeting room, effort on the part of delegates, not to mention a round of coffee and donuts are being wasted, it’s a bad habit that needs to be addressed.

How can you eliminate no-show offenders?

Outlook calendar recurring meetings are a common culprit as they are easy to set (and therefore easy to forget to cancel).

Advising staff on best practices for creating and managing repeat meetings in Outlook is always a good policy (this is a good LinkedIn video).

It’s also possible to limit the number of recurring meetings in Exchange/Office 365 – specifically when they involve resources like meeting rooms (see this Microsoft technical note), but there’s the option to be even more proactive in establishing better habits.

Like BP, you could get ‘hard-core’ and use a ‘3-strikes’ policy that really clamps down on repeat offenders – especially those that abuse the Outlook calendar recurring appointments feature.

Or you can take a ‘softer’ approach to ensure otherwise unused ‘room hours’ get re-allocated by making them immediately available to other staff members.

How to do contactless room & desk booking signage ‘on the cheap’

Sometimes installing room screens and individual desk devices throughout an office space can not only be cost-prohibitive, the job of running wiring (e.g. PoE) can be challenging, especially if you’re in a listed building with 30cm thick walls (like we are).

Now, with Covid-19 ‘in the mix’, having a contactless way to make bookings (not to mention a quick way to roll out a booking system) is a top priority.

Introducing QR Codes

There’s now a virtually zero-cost option to give staff instant room and desk booking ‘in-situ’ using a system that’s more commonly associated with consumer advertising: QR codes.

QR codes are those curious little square 2D barcodes that can be found on adverts, magazines, buses and many other objects.

Instead of using a screen or desk device, you can simply generate a QR code that links to the relevant resource URL* (using a free online service such as http://www.qrstuff.com/) print it, stick it next to the room(s) or desks you want to book, and you’re ready to go!

All your staff need to do is scan the code using their mobile phone/device, which then links to your workspace booking system (get in touch with us to find out what your options are here), in order to check into or book a session or service for that resource.

The QR Code Reader App is available for most devices, free to download* and the codes can be printed onto something as simple as a piece of paper and laminated for a sleeker look.

Simply by scanning the QR signs staff can:

  • View availability through virtually any mobile device.
  • Quickly & easily check in, extend and check out with one click.

Meanwhile you get to make significant savings on screen and installation costs.

See our room & desk booking solution in action!

Discover how we can help you manage your meeting rooms & desk bookings in order to utilise your estates more effectively and provide contactless booking for you workforce.

Why are BCC’d recipients so important?

In relation to email, BCC stands for “blind carbon copy.” Just like CC, BCC is a way of sending copies of an email to other people. The difference is that recipients CC’d on an email have no visibility of the fact that other people may have also received the same email.

I think we’ve all been on the receiving end of a marketing email that’s been inadvertently sent to CC’d a circulation list.  This is where BCC comes into its own, but there’s other scenarios where BCC is used.

A key thing to consider is “Why do people use BCC in work-related emails”?

  • To raise an issue concerning a co-worker?
  • To lodge a confidential record of an email exchange with a third-party?

Arguably the use of BCC is secretive and deceptive and it follows that the nature of the email will be more ‘shady’ or confidential than an openly CC’d email.  It also follows that the person being BCC’d is just as important, if not more so, than those that are CC’d.

The good news:

The default Exchange journal setting (and that of most hosted journaling services such as Mimecast) is called an ‘envelope’ journal.  The envelope includes a record of the TO: and CC: fields as well as any BCC’d recipients and all the individuals included in your local distribution lists (DL) at the point in time the email was received by your messaging transport agent (MTA).

The bad news:

In the process of migrating to Office 365, you could be stripping out BCC and DL information from your email records.

Having helped with extremely large corporate email investigations, we know the importance of maintaining complete email records and maintaining due diligence when handling email archives in particular.  https://www.theguardian.com/media/2011/jul/08/phone-hacking-emails-news-international

What’s the problem with Office 365 & Journaling?

The key ‘gotcha’ is that Office 365 does not have a journal service – at all. 

Until recently if you wanted to move to Office 365 and maintain a conventional envelope journal you’d have had to subscribe to a third-party service from an organisation like Mimecast, or keep an Exchange journal running back on-premises. 

But in the last few years Microsoft has been filling a few holes.  Office 365 can now effectively replace the role of the envelope journal and provide a one-stop-shop for compliant and complete email records retention.  This is how it works:

  • Instead of using a large, centralised, single-instanced mailbox that is inherently difficult to scale and failover, Microsoft uses its optimised multi-instance storage model.  This allows each user to retain his/her copy (journal) of all emails sent/received with zero performance penalty and no single point of failure.
  • By putting all relevant mailboxes on In-Place Hold, all emails sent and received are retained indefinitely.
  • Deleted emails are removed from the user’s view, but held into a special hidden folder inside the Recoverable Items Folder (RIF), where they are available to the eDiscovery process.
  • Any BCC’d recipients will be retained indefinitely in the senders’ mailboxes.
  • The members of any distribution lists (DLs) are expanded at the point of sending and stored in hidden headers in senders’ emails so they are fully discoverable.
  • Ex-employee’s mailboxes (i.e. those belonging to leavers) can be put on Indefinite Hold and made available for eDiscovery, without a license penalty (using Microsoft’s inactive mailbox service).

So assuming you’re not going to dump over 10 years’ worth of email records when you move, all you’ve got to do it map what’s in your existing journals and any journal archives (which are commonplace given the size to which journals can grow) into the new model.

You’ve actually got a few options for doing this, ranging from quick and potentially dirty to slower and comprehensive?

Email Journal Migration

Want to get the full scoop on how it all works?  Get in touch today.

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