Guide

Planning an Email Migration

Planning an Email Migration

Pages 14 Pages

This guide explains email archiving and how to migrate archives without losing data or compliance. Archiving centralizes mail for faster search, lower server load, disaster recovery, retention, and eDiscovery. Migrate when platforms reach end-of-life, costs are high, compliance needs increase, you’re consolidating, moving to cloud, or after M&A. Plan carefully: pick cloud vs on-prem and target platform, decide DIY vs specialist, audit what data moves, assess bandwidth/format compatibility, protect legal holds, and consider user access. Prep with clear goals, scope, stakeholders, risk, budget, timeline; define strategy and comms; ready infrastructure/security; run a pilot. Best practices: migrate only needed data, maintain evidentiary integrity, train users, and use an experienced partner (e.g., Transvault).

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