Thursday, November 30, 2017

Migrate from Office 365 ProPlus to Office 365 Personal for Windows 10

Migrate from Office 365 ProPlus to Office 365 Personal for Windows 10

These steps show you how to migrate your files, emails, contacts, and calendar items from your school sponsored Office 365 ProPlus account to your new Office 365 Personal account for Windows 10.

Pre-requisites and migration procedures

These steps assume that you have the following:

  • An Office 365 ProPlus account

  • An Office 365 Personal account

  • A Windows 10 device with enough free storage space to hold all the files, emails, contacts and calendar items that you are moving.

Before you start the migration process, you stop the existing OneDrive for Business sync client and uninstall it. These steps are a subset of Removing the existing OneDrive for Business sync client

Before beginning, users should first confirm that the existing OneDrive for Business sync client is not actively syncing files. If it is, we recommend that users wait for those updates to finish syncing before proceeding, to give those changes time to propagate to the cloud.

Users should do the following in order to stop syncing any OneDrive sites, and prepare to set up the new sync client:

  1. Confirm that any active file uploads or edits are finished and fully reflected on the website.

  2. In the taskbar notification area, right-click the blue OneDrive for Business cloud icon.

    OneDrive for Business old desktop client

    (You might need to click the Show hidden icons arrow next to the notification area to see the OneDrive for Business icon.)

  3. If Stop syncing a folder is greyed out, skip to step 5.

    Screenshot of Stop syncing a folder command when right-clicking the OneDrive for Business sync client

  4. If Stop syncing a folder is available, click it and make sure that your OneDrive – [OrganizationName] folder doesn't appear in that list. If it does appear, select it and click the Stop syncing button. You are done when the folder for your OneDrive for Business no longer appears in this list.

    Screenshot of stop syncing a folder dialog box

  5. To exit groove.exe, right-click its blue cloud icon in the taskbar notification area and select Exit.

  6. Open Windows Explorer and rename the local folder previously used by the existing OneDrive for Business sync client (for example, OneDrive - Contoso.old).

Note: Besides preserving the local files, the last step has the added benefit of intentionally invalidating any links to the documents in this folder in any of the Recent lists in the Office apps. Otherwise, users run the risk of updating these files and expecting them to sync, not remembering that they've disconnected sync for that folder.

In this portion of your migration you export email information to a file on your device. Be sure that you have enough room on your device to hold all the emails, contacts and calendar items in your mailbox.

This is what the ribbon looks like in Outlook 2016.
  • If your ribbon has a File option in the top left corner, then you're using a desktop version of Outlook and you're in the right place!

  • If your ribbon doesn't have a "File" option in the top left corner, see What version of Outlook do I have? to determine your version of Outlook and to get to the right export instructions.

  1. Open your Office 365 ProPlus school mailbox in Outlook and export your email, contacts, and calendar by following the Outlook 2013 and 2016: Export Outlook items to a .pst file steps found in Export or backup email, contacts, and calendar to an Outlook .pst file. Be sure to select the top most level folder to export from.

After you finish the migration and are using your Office 365 Personal mailbox , your school mailbox will still be able to receive mail. To make sure that you get all email sent to your school mailbox after you migrate , you need to create a forwarding rule. The forwarding rule will send all the email to your new Office 365 Personal mailbox and then delete it from your school mailbox.

Configure the rule like this:

  • Apply this rule after the message arrives

  • where my name is in the To or Cc box

  • forward it to <Office 365 Personal email address>

  • and delete it

  1. In Outlook click the File tab.

  2. In the right pane, click Manage Rules & Alerts.

  3. In the Rules and Alerts box, on the E-mail Rules tab, click New Rule.

  4. Under Step 1: Select a template, select the Apply rule on messages I receive template from the Start from a blank rulelist of templates. Click Next.

  5. Under Step 1: Select conditions(s), select the where my name is in the To or Cc box and click Next.

  6. In the Step 1: Select actions(s) select forward it to people or public group and delete it..

  7. Under Step 2: Edit the rule description (click an underlined value), click the people or public group link and type in your Office 365 Personal email address in the To -> box. Click Ok and Next.

  8. Give the rule a name, for example, Forward all mail to personal account. and select Turn on this rule

  9. Click Finish, then Apply, and OK .

The easiest way to let people who send you email know that you have a new email address is to use Automatic Replies (Out of Office) message. Be sure to select these options:

  • Send automatic replies

  • Place the message that you want all senders to receive in both the Inside My Organization and Outside My Organization tabs.

  • On the Outside My Organization tab, select the Auto-reply to people outside my organization and Anyone outside my organization options to make sure the everyone gets your new email address if you want.

  1. Set up an Automatic Replies (Out of Office) rule on your school email account to notify all senders of your new email address by following the steps in Send automatic "Out-of-Office" replies from Outlook for Windows.

  2. In Outlook, sign out of Office 365 ProPlus by clicking File, Office Account, and Sign out.

  3. Close Outlook and all other Office applications.

Now that you have all your email, contacts and calendar items in an Outlook .pst file and a backup folder of your school OneDrive for Business folders, you can prepare your computer for the new Office 365 Personal applications and services.

  1. Remove allOffice 365 ProPlus apps from your computer by following the steps in Uninstall Office 2013, Office 2016, or Office 365 from a PC

  2. Restart your computer.

The new OneDrive sync client replaces theOneDrive and OneDrive for Business clients and lets you add a personal account and a business account. In this step, you will install the new OneDrive sync client and connect it to your Office 365 Personal account. If you have shared folders in your school Office 365 ProPlusOneDrive and there is the possibility that they have been updated by someone after you synchronized and renamed your school Office 365 ProPlusOneDrive folder in Step 2: Clean up the local folder from the existing OneDrive_for_Business client and uninstall OneDrive_for_Business, you can connect to both accounts and synchronize current versions of your files.

  1. Install the new OneDrive for Business Next Generation Sync Client on your PC by following the installation steps in Get started with the OneDrive for Business Next Generation Sync Client in Windows through Method 1: If you have no accounts signed in to OneDrive. Login with your new Office 365 Personal account.

  2. In File Explorer copy and paste the contents of your school Office 365 ProPlus folder into your Office 365 PersonalOneDrivefolder structure.

You need to re-install the Microsoft Office applications that come with your Office 365 Personal subscription.

  1. Install Office 2016 on your Windows 10computer by following the steps in: Install Office on your PC or Mac.

The last step in your migration from your school provided Office 365 ProPlus account to your own Office 365 Personal is to configure an Outlook 2016 profile and then import your email, contacts and calendar items from the .pst file you created in

  1. In Control Panel, click or double-click Mail.

    Mail appears in different Control Panel locations depending on the version of the Microsoft Windows operating system, Control Panel view selected, and whether a 32- or 64-bit operating system or version of Microsoft Outlook is installed.

    The easiest way to locate Mail is to open Control Panel in Windows, and then in the Search box at the top of window, type Mail. In Control Panel for Windows XP, type Mail in the Address box.

    Note:  The Mail icon appears after Outlook starts for the first time.

    The title bar of the Mail Setup dialog box contains the name of the current profile. To select a different existing profile, click Show Profiles, select the profile name, and then click Properties.

  2. Your old school email profile is still listed there, select it and click Remove.

  3. Click Add.

  4. Type a name for the profile, and then click OK.

  5. Type a name for the profile (for example O365 Personal), click OK

  6. Type in your name.

  7. Type in your Office 365 Personal email address, click Next

  8. Enter your password, if prompted.

  9. click Finish and Apply and OK.

  10. Follow the steps in the Outlook 2013 and 2016: Import Outlook items from a .pst file section of Import email, contacts, and calendar from an Outlook .pst file article. Import the .pst file that you saved in Step 2: Export your school mailbox.

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