For staff · Staff whose email is moving from our web host (cPanel and Roundcube webmail) to Microsoft 365

cPanel email to Microsoft 365: staff guide

What staff need to know when email moves from cPanel webmail to Microsoft 365: export contacts and calendars, reconnect devices, plus ready-to-send emails.

IT playbook
What changes

What is different for you

ItemBeforeAfter
Email providerOur web host ([HOST NAME]), using cPanelMicrosoft 365 (Exchange Online)
WebmailRoundcube at [OLD WEBMAIL ADDRESS, e.g. https://contoso.com:2096]Outlook on the web at https://outlook.office.com
PasswordYour webmail passwordYour Microsoft 365 password. [HOW YOU GET YOUR PASSWORD]
Outlook and phone mail appsSet up with the old (IMAP) accountOld account removed and Microsoft 365 account added. Your mail downloads again.
Shared addresses such as [SHARED ADDRESS, e.g. info@]A separate login and passwordA shared mailbox that appears in your own Outlook, or a group that delivers to you

What stays the same

  • Your email address
  • Your email and mail folders. They are copied to Microsoft 365.
  • Addresses that used to forward to you keep reaching you.
  • Our website. Only email is moving.
What to do

Your checklist

Before the move

  1. Export your contacts and calendar from Roundcube webmail before [DATE], or check IT is doing it: [CONTACTS AND CALENDAR PLAN]. They do not move with your email.
  2. If you keep contacts or a calendar in a desktop mail program instead of webmail, tell [IT CONTACT]. IT may export them a different way.
  3. Note your email filters, signature and autoresponder (out-of-office). None of these move.
  4. Save any very large attachments (over 35 MB). Messages that big are not copied.
  5. IT will change your webmail password on [DATE] so the copy can run. If your phone then asks for a password, that is expected.
  6. Keep using email as normal. New mail keeps being copied until the switch.

On the day

  1. On [DATE], start using Microsoft 365 for email.
  2. In Outlook on your computer, remove the old email account and add your Microsoft 365 account with your email address and new password. If Outlook keeps finding the old account, IT will set up a fresh Outlook profile with you.
  3. On your phone, remove the old email account and add your Microsoft 365 account, for example in the Outlook app.
  4. Leave your computer on and Outlook open, overnight if you can. It downloads all your mail again.
  5. Check new mail arrives and that your folders look the same as in Roundcube.

After the move

  1. Import the contacts and calendar you exported from Roundcube, or check IT has done it. Contacts may need converting first, and IT can help.
  2. Set up your signature, rules and out-of-office reply again in Outlook.
  3. If you organise important repeating meetings, send them again from Outlook. Imported calendar events do not update if they change later.
  4. Remove the old account from every device so you do not reply from the old mailbox.
  5. Use https://outlook.office.com for webmail. Roundcube will stop receiving new mail.
Questions

Questions people ask

Will I lose any email?

No. Your email and folders are copied. Only single messages over 35 MB are skipped, so save those attachments first.

Do my Roundcube contacts and calendar move?

Not automatically. Export them from Roundcube (contacts as a .vcf file, calendar as an .ics file) and import them into Outlook.

Will the website be affected?

No. Only the email part is moving. The website stays with [HOST NAME].

Why is my phone asking for a password?

IT changed the webmail password for the copy. Remove the old account from the phone and add your Microsoft 365 account.

What happens to info@ and other shared addresses?

They become shared mailboxes or groups in Microsoft 365. If you are a member, the mail appears in your own Outlook.

Can I keep the old account in Outlook?

No. Remove it so you do not reply from the old mailbox by mistake.

For IT: ready-to-send emails

Emails you can send

Replace the [placeholders], then copy each email into your mail client.