Migration guide for the Thomson Reuters-Managed Service

What will be migrated to Microsoft 365 (M365)

Mailboxes
All mailboxes, including individual, shared, and resources mailboxes, will be migrated. This includes every message they contain, even those in deleted items.
Your folder structure will remain the same as before the migration.
Your existing mail rules will be migrated. Review your inbox rules after migration for any duplicates. In Settings, any rules that are not working or are broken will be shown in red and will need to be updated by the user.
Calendars
All calendars including all meetings and appointments (recurring meetings included), will appear in Outlook after the migration.
Existing calendar permissions will be migrated.
Contacts
All contacts will be migrated.
Tasks
All tasks will be migrated.

What won’t be automatically migrated to Microsoft 365 (M365)

Email Signatures.
To access your email signatures stored in the VO environment and recreate them in your M365 account, follow these steps:
Open Outlook in Virtual Office/SaaS.
Select
File
, then
Options
.
Select
Mail
, then
Signatures
.
In the
E-mail account
dropdown, select
Signatures on this device
.
Select the email signature you want to copy and copy it.
In the
E-mail account
dropdown, select
<your M365 email address>
.
Select
New
and enter a name for this signature, then select
OK
.
Paste your signature into the
Edit signature
checkbox.
Select
Save
, then
OK
to close the
Signatures and Stationery
window.
Access to Shared Mailboxes.
To add a shared mailbox as an account, you need to have
full access permissions
. Shared mailboxes will be automatically mapped during the migration. To add a shared mailbox, follow these steps:
Open Outlook in Virtual Office/SaaS.
Go to
File
Account Settings
Account Settings
.
Select
New
.
Open the
Email
tab.
Make sure the correct account is highlighted, then select
Change
.
Select
More Settings
Advanced
Add
.
Enter the shared email address.
Select
OK
, then
OK
.
Select
Next
Finish
Close
.
Shared Calendar View.
To add a shared calendar, follow these steps:
Open Outlook in Virtual Office/SaaS.
Go to
Calendar View
and select the shared mailbox.
When you enter appointments, everyone who is a member of the shared mailbox will be able to view them.
Distribution Lists.
During the migration process, you'll receive an email with a CSV file attached containing your distribution lists. Follow the steps on the Microsoft help site to create your distribution lists.
Conditional formatting/ user specific settings.
Since conditional formatting is personalized for each user, we are unable to provide step-by-step instructions that cover every possible scenario. Further details can be found on the Microsoft help site.
Public Folders.
If your firm has public folder data, it will be extracted into PST format and you will receive an email with the PST file. Refer to the following section on Public Folder Data.
VO Y Drive PST files.
To reattach PST files, follow these steps:
Open Outlook in Virtual Office/SaaS.
Go to
File
Account Settings
Account Settings
Data Files
.
Select
Add
.
Large Emails.
Any emails that are 100 MB or larger will be handled as follows:
Emails older than 3 years won't be migrated.
Emails less than 3 years old will be delivered to you in a PST file.

Set up your M365 mailbox on your mobile device

Public Folder Data

Open an Outlook data file. Refer to the Microsoft help site.
Import email, contacts, calendar from an Outlook PST. Refer to the Microsoft help site.

Public Folders in Microsoft 365 and Exchange Online (overview and prerequisites)
Create a Public Folder Mailbox in Exchange Online
Migrate Public Folders to Microsoft 365 using Outlook PST Export (includes the PST method as a supported option)
Set Up Public Folders in a New Organization (covers folder creation and permissions)
Import Email, Contacts, and Calendar from an Outlook .pst File (end-user reference for opening a PST in Classic Outlook)