Best Practices

Prepare to Migrate to Office 365
    1. Update Your Workstation(s) – System Requirements


            • Windows Server 2008 R2
            • Windows 7
            • Windows Server 2012
            • Windows 8

    32-bit Office can be installed on 32-bit or 64-bit operating systems and 64-bit Office can only be installed on 64-bit operating systems.
        • 1 GHZ or faster x86 or 64-bit processor with SSE2 instruction set.
        • 1 GB RAM (32-bit)
        • 2 GB RAM (64-bit) recommended for graphics features, Outlook Instant Search, and certain advanced functionality.     
        • 3 gigabytes (GB) Disk space
        • 1024 x 768 Monitor resolution

            • A Mac computer with an Intel processor
            • Mac OS X version 10.6 or later
            • 1 GB of RAM recommended
            • 2.5 GB of available hard disk space
            • HFS+ hard disk format (also known as Mac OS Extended or HFS Plus)
            • DVD drive or connection to a local area network (if installing over a network)
            • 1280 x 768 or higher resolution monitor

    2. Update Your Web Browser(s) 
        One of the supported web browsers for Outlook Web App needs to be running on your workstation.

    3. Clean Up Your Mailbox 
        To shorten the migration time, clean up your current mailbox (including sent and trash folders). Email with attachments larger than 25MB will not migrate.

    4. Password-protect your computer and mobile devices with strong passwords.


Email & Calendar

    • Limit the number of messages in your inbox for the best performance.  Outlook has to load your inbox into memory every time it starts and can do so more quickly if there are fewer items.
    • If you use rules in Outlook, limit them to 40 to speed up mail processing and improve performance.
    • Do not edit attachments from within Outlook.  The application will let you do so with some types of files, but the updated attachment will be saved in a temporary directory and you may not be able to find it again.  Always save attachments to your computer and edit them from there.
    • Keep the software up to date on your computers and mobile devices.  Microsoft and the mobile device vendors are aware of these problems and periodically release updates to fix bugs in and improve functionality of email and calendaring applications.
    • Never delete meeting requests from your inbox, even if the meeting has already been responded to by you or your delegate, until you are certain Exchange has processed the response. 
    • Don't manage your calendar from your mobile device.  There are well-known issues with mobile devices causing meetings to corrupt or disappear from Exchange calendars - especially recurring meetings.  Whenever possible, use your mobile device only to view your calendar; wait until you are at a computer to make any changes to it or use your mobile browser to navigate to OWA.