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Exchange Hybrid test plan checklist

What to do after running the Hybrid Configuration Wizard (HCW)? After running HCW, the on-premises Exchange environment is configured with Office 365. Is there an Exchange Hybrid test plan checklist, or can we start migrating the on-premises items to Office 365? I recommend using a checklist before migrating the mailboxes. You will create test items step by step in both environments and test thoroughly. In this article, we will look at the Exchange Hybrid test plan checklist.

I recommend installing a separate Exchange Server and selecting that Exchange Server when running the HCW. Then you can keep the Exchange Server running and decommission the other Exchange Servers.

Exchange Hybrid test plan checklist

What’s better than making sure that everything is working before you start the migration to Office 365 from your Exchange on-premises environment? I recommend going through the Exchange Hybrid test plan checklist document.

Create the test items, as shown in the table, one by one. After creating them, test if it’s working. If it’s not working, troubleshoot and fix the issues.

Test ItemDetailsOutcome
Office 365 user mailboxCreate a user mailbox in Office 365, test GAL visibility in both organizations, and test hybrid mail flow between organizations
Office 365 shared mailboxCreate a shared mailbox in Office 365, test GAL visibility in both organizations, and test hybrid mail flow to the mailbox
Office 365 resource mailboxCreate a room mailbox in Office 365, test GAL visibility in both organizations, and test making a booking
Distribution group membership changesCreate a distribution group on-premises, add an on-premises and cloud mailbox, and test that mail to the DG delivers to both recipients
Microsoft 365 Groups integrationCreate a Microsoft 365 Group, test GAL visibility on-premises, and test that mail is delivered to on-premises members
Shared mailbox access and Send-asTest that on-premises and cloud mailbox users can access shared mailboxes cross-premises, and Send-as permissions work
Delegate mailbox access and Send-on-behalfTest that on-premises and cloud mailbox users can edit calendars that they are delegates for, and Send-on-behalf permissions work

You can download the document from here.

Exchange Hybrid test plan checklist

Planning and testing are essential. You don’t want to see that users can’t connect to shared mailboxes. Or that they can’t look into the calendar of their colleagues. Once you start migrating without testing, more issues can go down the road.

I hope that the checklist document will help you to create an easy migration to Office 365.

Keep reading: Hybrid Configuration Wizard fails to connect »

Conclusion

In this article, we looked at the Exchange Hybrid test plan. Remember to use the checklist and test the items one by one. Do that before the mailbox migration to Office 365.

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ALI TAJRAN

ALI TAJRAN

ALI TAJRAN is a passionate IT Architect, IT Consultant, and Microsoft Certified Trainer. He started Information Technology at a very young age, and his goal is to teach and inspire others. Read more »

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