Microsoft 365 to Infomaniak Migration Checklist: The Practical Guide

Migrating from Microsoft 365 to Infomaniak is a project that requires a methodical approach. This checklist guides you step by step so you don\'t miss anything and ensure a successful transition.

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Phase 1: Audit and Preparation (D-30)

Inventory of Microsoft Services in Use

☐ Exchange Online (emails)
☐ OneDrive (personal storage)
☐ SharePoint (shared storage)
☐ Teams (team messaging)
☐ Microsoft 365 Apps (Word, Excel, PowerPoint)
☐ Planner (task management)
☐ Power Automate (workflows)
☐ Other connected applications

Data Inventory

☐ Number of mailboxes: ___
☐ Total email volume: ___ GB
☐ OneDrive/SharePoint volume: ___ GB
☐ Number of shared calendars: ___
☐ Number of contact groups: ___
☐ List of email aliases: ___
☐ List of distribution lists: ___

Technical Inventory

☐ Access to your domain\'s DNS
☐ Microsoft 365 administrator access
☐ List of connected devices (PCs, mobile)
☐ Third-party applications using Microsoft OAuth
☐ Active email forwarding/filtering rules

Phase 2: Infomaniak Setup (D-14)

Creating the Infomaniak Account

☐ Create an Infomaniak account if needed
☐ Subscribe to the appropriate kSuite plan
☐ Order the Mail Service
☐ Order kDrive if needed

Initial Configuration

☐ Add your domain to Infomaniak
☐ Create mailboxes (same addresses as before)
☐ Configure email aliases
☐ Create distribution lists
☐ Set storage quotas

Phase 3: Data Migration (D-7 to D-1)

Email Migration

☐ Enable IMAP in Microsoft 365
☐ Generate app passwords if 2FA is enabled
☐ Start IMAP migration to Infomaniak
☐ Monitor migration progress
☐ Verify the number of migrated emails

Calendar Migration

☐ Export calendars from Outlook (ICS format)
☐ Export shared calendars
☐ Import into Infomaniak calendar
☐ Verify recurring events
☐ Recreate calendar shares

Contact Migration

☐ Export contacts (VCF/CSV format)
☐ Export contact groups
☐ Import into Infomaniak contacts
☐ Verify data integrity

File Migration (OneDrive/SharePoint)

☐ Sync OneDrive locally
☐ Download SharePoint libraries
☐ Create folder structure in kDrive
☐ Upload files to kDrive
☐ Verify transferred files
☐ Recreate shares

Phase 4: DNS Switchover (D-Day)

DNS Preparation (D-3)

☐ Reduce DNS record TTL to 300
☐ Verify access to the DNS panel
☐ Prepare the new MX records

Switchover (D-Day)

☐ Verify that email migration is complete
☐ Change the MX record to Infomaniak
☐ Add the Infomaniak SPF record
☐ Configure DKIM
☐ Configure DMARC
☐ Test sending/receiving emails

Phase 5: Workstation Setup (D-Day to D+3)

Windows Workstations with Outlook

☐ Create a new IMAP profile in Outlook
☐ Configure the SMTP server
☐ Install CalDAV Synchronizer
☐ Configure calendar synchronization
☐ Configure contact synchronization
☐ Test sending/receiving

Mac with Apple Mail

☐ Add the Infomaniak email account
☐ Add the CalDAV account
☐ Add the CardDAV account
☐ Test synchronization

Smartphones

☐ iPhone/iPad: add IMAP + CalDAV account
☐ Android: install DAVx5
☐ Configure the email account
☐ Configure calendar and contacts
☐ Test push notifications

kDrive Client

☐ Download the kDrive client (Windows/Mac/Linux)
☐ Log in with your Infomaniak account
☐ Select folders to sync
☐ Verify synchronization

Phase 6: Training and Communication (D-Day to D+7)

User Training

☐ Introduce Infomaniak webmail
☐ Explain the differences from Outlook Web
☐ Demonstrate kDrive and how it works
☐ Introduce kMeet for video calls
☐ Distribute documentation
☐ Answer questions

Communication

☐ Inform users of the migration schedule
☐ Share new access details
☐ Designate a support contact
☐ Send a post-migration confirmation email

Phase 7: Post-Migration Checks (D+7)

Technical Checks

☐ All users are receiving their emails
☐ All users can send emails
☐ Calendars are synchronized
☐ Contacts are accessible
☐ kDrive files are synchronized
☐ Shares are working

Deliverability Checks

☐ Test sending to Gmail
☐ Test sending to Outlook.com
☐ Test sending to Yahoo
☐ Verify SPF with MXToolbox
☐ Verify DKIM with MXToolbox
☐ Verify DMARC with MXToolbox

Phase 8: Closure (D+30)

Cleanup

☐ Increase DNS TTL back to normal (3600+)
☐ Delete old Microsoft accounts (if desired)
☐ Cancel the Microsoft 365 subscription
☐ Archive data exports
☐ Document the new architecture

Review

☐ Gather user feedback
☐ Note any issues encountered
☐ Document the solutions applied
☐ Celebrate the successful migration!

Key Considerations

Don\'t Forget

Email signatures – Must be recreated in each client
Filtering rules – Must be reconfigured
Auto-replies – Set up if needed
Third-party applications – Update OAuth connections
Shared mailboxes – Must be recreated in Infomaniak

Conclusion

This checklist covers the essentials of a Microsoft 365 to Infomaniak migration. Adapt it to your specific context and don\'t hesitate to call on a professional if the project seems complex.

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