This guide is for clients moving to a hybrid Exchange setup when migrating from on-premise Exchange to cloud Exchange.

Please note that Sign in Workspace follows the recommendations from Microsoft, and this is the only supported migration process.
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To ensure a fully functional Planner during the migration, it’s very important to follow these steps in the following order:
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1: Move all users that have editorial rights in Outlook and the Secretary role in Planner from on-premise Exchange to Exchange Online
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2: Move all users that have the roles of Catering managers, Facility manager,s and receptionists from on-premise Exchange to Exchange Online
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3: Move all other users from on-premise Exchange to Exchange Online (during hybrid the users mailboxes must still be accessible/discoverable via the on-premise Exchange service account)
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4: Move all meeting rooms from on-premise Exchange to Exchange Online
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5: Change Exchange end-point in Planner from on-premise Exchange to Exchange Online and activate Full Exchange integration (performed in administration for Planner Web)
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When users are moved to Exchange Online, they will still be able to book rooms that are in on-premise Exchange.
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If rooms are moved to Exchange Online prior to users being moved to Exchange Online, the users will not be able to book the rooms.
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When user accounts are available in Azure AD, SSO can be enabled regardless of where the user’s Exchange mailboxes are located.