Simply Migrate - Installation & Configuration

This article covers how to install and configure Simply Migrate.

Ensure that the Prerequisites are met before attempting an installation. To download the Simply Migrate App from the Mimecast Administration Console, the Ingestion Management app must be enabled for your account; this is done when the SKU is ordered.

Or, To install Mimecast Simply Migrate: Download the installer.

• Only Admins will see the application in the Mimecast Administration Console.
• The account performing the migration must have Local Administrator rights on the server hosting the Mimecast Simply Migrate client software.
• The account must also have System Admin rights on the SQL instance.
• The application server running Simply Migrate must have access to the SQL instance.
• The Dashboard Service must be installed under the same user account as above.

Prerequisites

You will need:

• A Basic Administrator role in Mimecast.
• Global Administrator access in Microsoft 365.
• You will need to grant the following permissions, to complete setup:
  
  
  
  

  MS Entra App Permission	Common Name	Application /Delegate Identifier	Permission Description	MS KB Permissions Reference
  full_access_as_app	full_access_as_app	00000002-0000-0ff1-ce00-000000000000	Use Exchange Web Services (EWS) with full access to all mailboxes.	N/A
  Domain.Read.All	Read domains	dbb9058a-0e50-45d7-ae91-66909b5d4664	Allows the app to read all domain properties without a signed-in user.	Microsoft Graph permissions reference - Microsoft Graph | Microsoft Learn
  User.Read	Sign in and read user profile	e1fe6dd8-ba31-4d61-89e7-88639da4683d	Allows users to sign-in to the app, and allows the app to read the profile of signed-in users. It also allows the app to read basic company information of signed-in users.	Microsoft Graph permissions reference - Microsoft Graph | Microsoft Learn

Installation

Go to the Mimecast Administration Console in my Apps you will see Ingestion Management.
Using the Ingestion Management Dashboard, navigate to the Setup tab, select Partner (you should see your own Mimecast account code), and the administrator will see the ‘Download Mimecast Simply Migrate’ button in addition to the Copy Encryption Key and Download Location File buttons. Encryption Key: unique to the specific account connection and is used to authorize ingestion. Location File: essentially, it’s like an address of where the data needs to go within the Mimecast grid. This ensures that when you are ingesting the data, the data goes to the right place. This location file is the API's details.
Alternatively, from within the Mimecast Administration Console, Navigate to Ingestion Management | Setup, where you will see the Download Mimecast Simply Migrate button – clicking on it will start the download of the Simply Migrate setup file.
When you open the installer on your desktop, accept the terms of use and check the install dashboard. Do NOT run query wizard, as this is reserved for advanced / custom Simply Migrate use cases, not standard Onboarding. Once the software is finished installing, click ‘Finish.’ There will be a prompt for Credentials; make sure you are using a local admin account and have access to the path from which the data is coming (PST / zipped EML file path).

Configuration

When Simply Migrate is installed, it needs to be configured, and sources need to be set up using the configuration wizard.

The first step is to set up the database, which can be done by using MS SQL, or My SQL. Opting for MS SQL  Enter the SQL Server name / instance you would like to use. Enter the Database name (if this differs from the default SimplyMigrate). Paste in a connection string into the Simply Migrate Connection String field if you have this ready. Reminder: You will need to give the full SQL instance name that you see at the top of Microsoft SQL Management Studio. For example localhost\SQLname Ensure the account running the Simply Migrate Dashboard Service has Read/Write access to the SQL Server. Opting for MySQL  If you have the connection string ready, paste this into the Simply Migrate Connection String field. Alternatively if you do not have the string ready:  Manually enter the My SQL instance name you would like to use (often this is ‘localhost’). Manually enter the Database name (if this differs from the default 'SimplyMigrate'). Manually update the username and password in the Simply Migrate Connection String field (Uid=***;Pwd=***). Ensure the account running the Simply Migrate Dashboard Service has Read/Write access to the My SQL Server.	Option a. Using MS SQL: Option b. Using MySQL:
Download the Location File and copy the Encryption Key from the Mimecast Administration Console | Ingestion Management | Setup. Upload the Location File in the respective field under the Mimecast API Configuration section and paste the Encryption Key in the Decryption Key field. Click the arrow in the API base URL field, and the Mimecast API configuration results section will be automatically populated.
No need to do a source configuration for self-service migration, as you will not need to configure the source if you are coming from PST or zipped EML (similar to step 2, just ignore and continue!).

Next Step

• • • Simply Migrate - Setting Up Migration Jobs

See Also...

• • • Simply Migrate - Overview
    • Simply Migrate - Prerequisites
    • Simply Migrate - Setting Up Migration Jobs
    • Simply Migrate - Working With Simply Migrate
    • Simply Migrate - Post Migration Tasks
    • Simply Migrate - How to raise a Support Case