Pre-Migration Checklist

Required Actions

Optional Actions

These below items are not required but might help make your migration smoother

  • Save your current signature in a word document so you can recreate it in your migrated account. 
    • Don't forget-If you list your email in your signature make sure to update it to your new email address. 
  • Have a profile picture available to replace.
  • Make a note or screen capture your Outlook rules. 
    • Most rules will migrate, in the event some don’t, or some have errors this will provide a reference to add or fix the rule. 
  • If you have Outlook alerts – take a screen capture or make a record of your alerts. 
    • Alerts will need to be set up post migration.
  • If you use an archive file in Outlook record the location for the file.
    • This will need to be re-added post migration.
  • If you have a delegate – Make a note of the delegate and the permissions they will need.
  • If you use a notebook with OneNote, make sure your notebook is in your OneDrive or a location you can access. Typically, your Notebook is found in your OneDrive Documents folder. For more information check out this article: https://kb.uwss.wisconsin.edu/135556
  • If you are using other notebooks from sites record the site and the notebook name.
  • Make a note of the location for your work documents, spreadsheets or other office files.
    • Office document work history will not migrate.
  • Make a note or screen capture of your safe senders and/or blocked list.
    • This can be found in the Outlook Web App.
  • Be ready to change over your mobile device email and applications on April 22.

Other important information to know:

  • Teams chat does not migrate.
  • Outlook cached email addresses for the TO: field does not migrate – Used when typing in emails in the TO: field. Outlook will provide a set of commonly messaged mail addresses.

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