====== Migration Status - Completed ======

----

Check back here often for updates on the process. We will also report the completion status here so you will know whether or not to delete your email profile and recreate it, or if you need to continue using your existing profile until the process can be completed.

=== The migration has completed - please proceed with the steps below to complete your email setup. ===

Timeline:

  * Fri Nov. 12<sup>th</sup>   10PM EST:
      * <del>Perform preliminary migration checks</del>  - Completed
      * <del>Connect exchange server to Office 365 environment to perform transfer</del>  - Completed
      * <del>New User Mailbox Migration from Exchange </del>
  * Sat Nov 13<sup>th</sup>
      * <del>Migration process continues</del>  - Completed
      * <del>Exchange server goes offline</del>  - Completed
      * <del>MX Record Updated to point to new server</del>  - Completed
      * <del>Synchronize all passwords to Azure Active Directory</del>  - Completed
      * <del>Test connectivity</del>  - Completed
  * Sun Nov 14<sup>th</sup>
      * <del>perform delta</del>  - Completed
      * <del>Troubleshoot failed migration accounts</del>  - Completed
      * <del>test connection to Office.com</del>  - Completed
      * <del>test connection to ActiveSync</del>  - Completed
      * <del>test connection to O365 / Outlook client</del>  - Completed
  * Mon Nov 15<sup>th</sup>
      * Post Migration Tasks
        * Clean up orphaned items - In Progress
        * <del>Manually create distribution groups (Regional / Dynamic groups not importable)</del>  - Completed
        * <del>Test connection to Zoho</del>  - Completed
        * <del>Troubleshoot any problem mailboxes</del>
  * Tue Nov 16<sup>th</sup>
      * Post Migration Tasks Continued
        * <del>Troubleshoot any problem mailboxes</del>
        * <del>Continue mailbox setup assistance</del>
  * Wed Nov 17<sup>th</sup>
      * Post Migration Tasks Continued
        * <del>Troubleshoot any problem mailboxes</del>
        * <del>Continue mailbox setup assistance</del>
        * <del>Texas / Colorado connection issue troubleshooting</del>  - Completed
  * Ongoing Tasks
      * Post Migration Troubleshooting

----

====== Email Client Configuration ======

===== Deleting your existing mail profile: =====

  - Close your Outlook
  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>Search for “Control Panel” or Start > Settings > Search Control Panel in top search field</font> {{:wiki:images:ctrlpnl1.png|Control Panel 1}}
  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>Click the Mail (32 bit) icon to Open the mail applet</font> {{:wiki:images:ctrlpnl2.png|Control Panel 2}}
  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>Click the Email Accounts button</font> {{:wiki:images:emlacct3.png|Mail Setup}}
  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>Select your email account and click Remove</font> {{:wiki:images:deleml4.png|Remove Account}}
  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>Confirm the removal</font>
=== If you receive an error message when trying to remove the email account from step 4, choose Show Profiles instead and delete the profile. ===

===== Adding your O365 Email Account =====

  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>Launch your Outlook (2010, 2013 or 2016) or Click New from the Control Panel Mail Applet</font> {{:wiki:addpc:1outlookicon.png|Outlookwiki:AddPC:2MailIcon.png|Control Panel Mail}}{{:wiki:addpc:2mail32icon.png|Control Panel Mail}}
  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>Once Outlook opens, click Next</font> {{:wiki:addpc:3welcome.png|Welcome Splash}}
  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>Click Yes to configure an email account</font> {{:wiki:addpc:4add.png|Add Email Account}}
  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>Complete the necessary fields</font>  - <font 11pt/Calibri,sans-serif;;#1f4e79;;inherit>Your Name (First and Last name</font>   )
      - <font 11pt/Calibri,sans-serif;;#1f4e79;;inherit>Email Address: @porcelanosa-usa.com</font>
      - <font 11pt/Calibri,sans-serif;;#1f4e79;;inherit>Password: [your email password</font>   ]{{:wiki:addpc:5add.png|Enter Credentials}}
  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>Click Next</font>
  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>A password prompt will appear – enter your email password and press ok</font> {{:wiki:addpc:6pwpopup.png|Confirm Credentials}}
  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>If the configuration is successful then you will click Finish</font> {{:wiki:addpc:7finish.png|Finish}}
  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>Your email will be setup and you will need to allow time for the new account to synchronize with the server and download your mailbox again.</font>

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====== IPhone configuration ======

===== Delete Existing Email Account =====

  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>Go to **Settings > Mail > Accounts** (Depending on your iOS version you may need to tap on Passwords & Accounts)</font> {{:wiki:delph:1mailaccounts.png?300|Settings>Mail}}
  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>Select your email account</font>
  - {{:wiki:delph:2mailaccounts.png?300|Select Account}}
  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>Click Delete Account</font>
  - {{:wiki:delph:3delacct.png?300x529|Delete Account}}
  - <font 11pt/Calibri,sans-serif;;inherit;;inherit>Confirm</font>
  - {{:wiki:delph:4delconf.png?300x529|Delete Confirmation}}

===== Add New O365 Account =====

  - Open your iPhone or iPad's **Settings**.
  - Tap **Mail**  > **Accounts**. (Depending on your iOS version, you might need to tap **Passwords & Accounts**.) \\ {{https://img4.wsimg.com/support/images/office365/16560/092320/o365-mail-settings-accounts-01.png?nolink&350|In Mail, tap Accounts}}
  - Tap **Add Account**. \\ {{https://img4.wsimg.com/support/images/office365/16560/092320/o365-add-account-02.png?nolink&350|In Mail, tap Accounts}}
  - Tap **Microsoft Exchange**. \\ {{https://img4.wsimg.com/support/images/office365/16560/082720/Office365-iPhone-iPad-TapMicrosoftExchange-03.png?nolink&350|Tap Microsoft Exchange from the menu}}
  - Enter your **Email**  and a short **Description**  (like your company's name or email type), and then tap **Next**. \\ {{https://img4.wsimg.com/support/images/office365/16560/082720/Office365-iPhone-iPad-EnterEmailandDescription-05.png?nolink&350|Enter email, company description, and tap Next}}
  - Tap **Sign In**  to confirm you want to use your Microsoft Exchange account. \\ {{https://img4.wsimg.com/support/images/office365/16560/082720/Office365-iPhone-iPad-TapSignIn-06.png?nolink&250|Tap Sign In to sign in to your Exchange account}}
  - Enter your **Password**  and tap **Sign In**. (You might need to choose your account type as a **Work or School**  to continue.) \\ {{https://img4.wsimg.com/support/images/office365/Reuse/office365-Sign-in-to-Office-060821.png?nolink&400|Enter email password and sign in}}
  - If your admin enabled multi-factor authentication (MFA), verify your account or [[https://www.godaddy.com/help/set-up-the-microsoft-authenticator-app-40415|set up the Authenticator app]].

**Note:**  If Microsoft can't find your account, you might be asked to enter your details manually: \\  \\
• **Email**: Your Microsoft 365 email address \\
• **Password**: Your Microsoft 365 email password \\
• **Server**: outlook.office365.com (this is required) \\
• **Domain**: This can be left empty \\
• **Username**: Your Microsoft 365 email address
  - Tap **Next**. You might be asked to select **Consent on behalf of your organization**. This allows Microsoft 365 and the Mail app to work together. Tap **Accept**.
  - Tap **Save**. You can come back and update settings here at any point. \\ {{https://img4.wsimg.com/support/images/office365/16560/082720/Office365-iPhone-iPad-TapSave-09.png?nolink&350|Review settings and tap save}}
  - That's it! You'll see your Microsoft 365 account under **Accounts**. \\ {{https://img4.wsimg.com/support/images/office365/16560/082720/Office365-iPhone-iPad-BusinessEmail-10.png?nolink&350|See Microsoft 365 email account display under Accounts}}

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====== Accessing Mail through the Web ======

The Web portal located at [[https://mail.porven.com|https://mail.porven.com]] will no longer be available. For web access please use the following site:

[[https://office.com|https://office.com]]

  - <font 12.0pt/Calibri,sans-serif;;#111111;;white>Click Sign-In</font>   {{:wiki:webmail:1web.png|Welcome}}
  - <font 12.0pt/Calibri,sans-serif;;#111111;;white>Enter your email address</font>   {{:wiki:webmail:2web.png|Sign-In}}
  - <font 12.0pt/Calibri,sans-serif;;#111111;;white>Click Next</font>
  - <font 12.0pt/Calibri,sans-serif;;#111111;;white>Select Work or school account</font>   {{:wiki:webmail:3web.png|Type}}
  - <font 12.0pt/Calibri,sans-serif;;#111111;;white>Enter your password [your email password]</font>   {{:wiki:webmail:4web.png|Authentication}} <font 12.0pt/Calibri,sans-serif;;#111111;;white>In the event that your Porcelanosa-USA credentials do not work please refer to the temporary credentials that you were sent via email:</font>

  * [[usename@porven.com|Username: username@porven.com]]
  * <font 12.0pt/Calibri,sans-serif;;#111111;;white>Password: [Temporary password]</font>

=== The temporary credentials are only to be used if instructed by IT, and will have been sent to you in a separate email. They will apply only if the synchronization of credentials between the existing Exchange environment and the new O365 environment is not successful. ===

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====== E-mail Synchronization in Zoho ======

Use the following steps to connect your Outlook email to Zoho CRM. This will allow you to send and recieve emails directly within Zoho CRM.

  - Sign in to Zoho CRM in your web browser
  - Go to Setup screen, by clicking the gear icon at the top right hand side{{:wiki:zoho:zoho1.png?nolink&693x451|Gear Icon}}
  - Select email under the channels section{{:wiki:zoho:zoho2.png?nolink&1086x311|Channels}}
  - Select: Email >Get Started >Office 365{{:wiki:zoho:zoho3.png?nolink&517x319|O365}}{{:wiki:zoho:zoho4.png?nolink&597x318}}
  - Select the IMAP configuration option{{:wiki:zoho:zoho5.png?nolink&655x317|IMAP}}
  - If your screen looks like the screenshot below after step #4, please scroll all the way to the bottom and click on "Deactivate IMAP"
  - {{:wiki:zoho:zoho9.png?nolink&564x528}}
  - Then refresh your page and follow the instructions again
  - Enter your name and outlook credentials and click continue{{:wiki:zoho:zoho6.png?nolink&478x332|Credentials}}
  - Select Public - Shared with Everyone{{:wiki:zoho:zoho7.png?nolink&460x622|Public}}
  - If the synchronization is successful you will see the message below. If you receive an “Invalid Credentials” error message please make sure to verify you are using your outlook password. If you continue to receive the same error message please contact erengifo@porcelanosa-usa.com{{:wiki:zoho:zoho8.png?nolink&1249x445|Sync Success}}

=== NOTE: Your calendar should continue to work IF you DID NOT/HAVE NOT changed your e-mail password recently. If you are not sure, please follow the instructions below. ===

===== How to Reset Your Password for Calendar Synchronization =====

  * Log in to your Zoho account as you usually would.
  * Click on the gear at the top right and look for Microsoft under MARKETPLACE

{{:wiki:zoho:zohocal1.png?nolink&621x378|Marketplace}}

  * Under Office 365 click on Enable under Meetings

{{:wiki:zoho:zohocal2.png?nolink&601x518|Enable}}

  * Sign in using your email and your email password

{{:wiki:zoho:zohocal3.png?nolink&399x366|Sign In}}

  * If your sync is successful you will see "Active" in green below

{{:wiki:zoho:zohocal4.png?nolink&627x315|Active}}

  * You will then see a separate calendar in your inbox called "Zoho CRM Calendar"

{{:wiki:zoho:zohocal5.png?nolink&382x531|CRM Calendar}}

  * All your Zoho meetings will now sync to this new calendar. You can manage your meetings from there, or you can add them manually to your main calendar by double clicking on it and selecting "Copy to My Calendar"

{{:wiki:zoho:zohocal6.png?nolink&682x452|Copy to My Calendar}}

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???During the down-time, will customers receive an autoreply or out of office message? !!!

Unfortunately no, they will not as we are completely moving from one platform to another so there will not be a server to send the replies since the old one will be unavailable and the new one will be in the process of becoming active. All mail received during the maintenance window will be picked up in the delta performed after the migration.

???Will our calendars work during the mitigation? !!!

The calendar in Outlook will function as a calendar, but it will not update or receive updates during the migration.

???Will it matter which operating system we are on. I know my computer runs on the old Windows 7 and just want to make sure I won’t have any issues with the switch? !!!

The Outlook client on your computer will be able to connect to O365 as long as it is Outlook 2010 or higher. The operating system should not impact the migration.

???I set up my email but my signature is gone? !!!

Your previous signature should still be there but will have to be turned back on. From Outlook go to File > Options > Mail > Signatures to select your signature again.