Migrator for Notes 20.14 - Installation and Configuration Guide

Upgrading from 5.x, 19.03.x, 19.09.x, 20.11.x, 20.12.x.

Upgrading a Migration Farm

Perform the following steps to upgrade your existing farm.

Upgrades are tested and verified for two versions prior to the current GA release. Older releases will generally complete an upgrade but are not tested and are not covered by product support for direct upgrades, these may require interim upgrade versions to be performed.

1. Run an in-place upgrade on the controller by clicking the "Migrator for Notes Setup XX.XX. This will upgrade the controller machine. Ensure that there are no migrations running or pending during this process. After the upgrade completes, restart the controller server.

2. Make a design template of the "Notes Migrator.nsf" which will be located in C:\Program Files\Binary Tree\CMT for Exchange\Notes Tools after the upgrade.  This can be accomplished by:

   1. Double clicking on the Notes Migrator.nsf file located in the C:\Program Files\Binary Tree\CMT for Exchange\Notes Tools on the controller machine.

   2. This will load the notes client and open the database on the controller.  From the Notes client menu choose File/Application/New copy.  The file copy dialog window will open.  Make a copy of the database giving it a "NTF" extension instead of a "NSF" extension.

   3. Open your Migrator for Notes database on your domino server.  With the file open, choose from the Notes client menu, File/Application/Design Replace.  The design template dialog will open, choose your newly created template from the list of templates and hit ok.

   4. Sign the Migrator for Notes database with your current Notes ID, this on the Progress Summary page.

3. The workers will automatically upgrade.  The workers check in with the controller and when the worker finds it’s at a lower release then the controller, it will automatically upgrade itself by automatically running the Migrator for Notes Worker XX.XX MSI.

Upgrading from 20.13.x

Additional steps for upgrading from previous versions for specific configurations include:

1. For Office 365 migrations an Azure AD Application ID will be required for the use of Microsoft Graph. This must be created and added to the Migrator for Notes Settings | Required Settings | Additional tab following the steps in Appendix E: Microsoft Graph Application ID.

2. For Office 365 deployments that are using a Basic Auth configuration this will require updating to use a Modern Auth configuration following the Requirements guide and this Installation and Configuration guide for those steps.

3. The PowerShell requirements for modules used on the controller will have to be added to include the new Microsoft Graph, Microsoft Identity Client and MSAL. Additionally, the ExchangeOnlineManagement module can be updated to use the V3 version in cases where this was installed prior to this version release by Microsoft in October 2023. This will allow for changing the WinRM Basic option from ‘True’ to ‘False’ if required.

   Steps to update PowerShell Modules:

   1. Launch PowerShell as an administrator. At the prompt, type: 

   2. Set-ExecutionPolicy Unrestricted

   3. Install-PackageProvider -Name NuGet -Force

   4. Install-Module -Name PowerShellGet -Force

   5. Uninstall-Module MSOnline

   6. Uninstall-Module ExchangeOnlineManagement

   7. Install-Module Microsoft.Identity.Client

   8. Install-Module MSAL.ps

   9. Install-Module Microsoft.Graph

   10. Install-Module –Name ExchangeOnlineManagement

For upgrades of versions prior to 20.13 the steps for upgrading are the same as the above but will require some additional steps.

1. The requirements software on the migration workers will have to be updated to include the new .Net 4.8 and Visual C++ 2019 with a workstation restart after these are updated. This will not be automatically done by the installer and must be completed before performing the upgrade on the controller

2. For Office 365 migrations any accounts that are already imported into the migration system and matched will require re-matching using the PowerShell processing in the Match step. The accounts can be changed to the Match step by using the ‘Change Step To’ button on the Import or Migration | Advanced views.

3. For Office 365 migrations for delegation permissions processing that are using a Modern Auth configuration an Azure Application ID will be required. These steps are detailed in Appendix F: Modern Authentication Delegation Migration.

Upgrading from 4.6.X

The process is the same as above except for the automatic worker upgrade above.  You must manually run the Migrator for Notes Worker XX.XX.msi on all workers to upgrade to the latest software.

Upgrading from 3.8x, 4.0, 4.5

For these releases, the worker software will need to be completely removed first, along with uninstalling the controller as well.

1. Uninstall all the workers by going to each worker and running the uninstall program from the control panel.  This will remove the worker installation and unregister the workers from the controller.

2. Uninstall the Migrator for Notes program the control panel on the controller.  This will remove all the software from the controller machine.   Run the Migrator for Notes Setup XX.XX on the controller machine.

Upgrading from 4.6.X

Upgrading a Migration Farm

Perform the following steps to upgrade your existing farm.

Upgrades are tested and verified for two versions prior to the current GA release. Older releases will generally complete an upgrade but are not tested and are not covered by product support for direct upgrades, these may require interim upgrade versions to be performed.

1. Run an in-place upgrade on the controller by clicking the "Migrator for Notes Setup XX.XX. This will upgrade the controller machine. Ensure that there are no migrations running or pending during this process. After the upgrade completes, restart the controller server.

2. Make a design template of the "Notes Migrator.nsf" which will be located in C:\Program Files\Binary Tree\CMT for Exchange\Notes Tools after the upgrade.  This can be accomplished by:

   1. Double clicking on the Notes Migrator.nsf file located in the C:\Program Files\Binary Tree\CMT for Exchange\Notes Tools on the controller machine.

   2. This will load the notes client and open the database on the controller.  From the Notes client menu choose File/Application/New copy.  The file copy dialog window will open.  Make a copy of the database giving it a "NTF" extension instead of a "NSF" extension.

   3. Open your Migrator for Notes database on your domino server.  With the file open, choose from the Notes client menu, File/Application/Design Replace.  The design template dialog will open, choose your newly created template from the list of templates and hit ok.

   4. Sign the Migrator for Notes database with your current Notes ID, this on the Progress Summary page.

3. The workers will automatically upgrade.  The workers check in with the controller and when the worker finds it’s at a lower release then the controller, it will automatically upgrade itself by automatically running the Migrator for Notes Worker XX.XX MSI.

Upgrading from 20.13.x

Additional steps for upgrading from previous versions for specific configurations include:

1. For Office 365 migrations an Azure AD Application ID will be required for the use of Microsoft Graph. This must be created and added to the Migrator for Notes Settings | Required Settings | Additional tab following the steps in Appendix E: Microsoft Graph Application ID.

2. For Office 365 deployments that are using a Basic Auth configuration this will require updating to use a Modern Auth configuration following the Requirements guide and this Installation and Configuration guide for those steps.

3. The PowerShell requirements for modules used on the controller will have to be added to include the new Microsoft Graph, Microsoft Identity Client and MSAL. Additionally, the ExchangeOnlineManagement module can be updated to use the V3 version in cases where this was installed prior to this version release by Microsoft in October 2023. This will allow for changing the WinRM Basic option from ‘True’ to ‘False’ if required.

   Steps to update PowerShell Modules:

   1. Launch PowerShell as an administrator. At the prompt, type: 

   2. Set-ExecutionPolicy Unrestricted

   3. Install-PackageProvider -Name NuGet -Force

   4. Install-Module -Name PowerShellGet -Force

   5. Uninstall-Module MSOnline

   6. Uninstall-Module ExchangeOnlineManagement

   7. Install-Module Microsoft.Identity.Client

   8. Install-Module MSAL.ps

   9. Install-Module Microsoft.Graph

   10. Install-Module –Name ExchangeOnlineManagement

Upgrading from 5.x, 19.03.x, 19.09.x, 20.11.x, 20.12.x.

For upgrades of versions prior to 20.13 the steps for upgrading are the same as the above but will require some additional steps.

1. The requirements software on the migration workers will have to be updated to include the new .Net 4.8 and Visual C++ 2019 with a workstation restart after these are updated. This will not be automatically done by the installer and must be completed before performing the upgrade on the controller

2. For Office 365 migrations any accounts that are already imported into the migration system and matched will require re-matching using the PowerShell processing in the Match step. The accounts can be changed to the Match step by using the ‘Change Step To’ button on the Import or Migration | Advanced views.

3. For Office 365 migrations for delegation permissions processing that are using a Modern Auth configuration an Azure Application ID will be required. These steps are detailed in Appendix F: Modern Authentication Delegation Migration.

The process is the same as above except for the automatic worker upgrade above.  You must manually run the Migrator for Notes Worker XX.XX.msi on all workers to upgrade to the latest software.

Upgrading from 3.8x, 4.0, 4.5

For these releases, the worker software will need to be completely removed first, along with uninstalling the controller as well.

1. Uninstall all the workers by going to each worker and running the uninstall program from the control panel.  This will remove the worker installation and unregister the workers from the controller.

2. Uninstall the Migrator for Notes program the control panel on the controller.  This will remove all the software from the controller machine.   Run the Migrator for Notes Setup XX.XX on the controller machine.

Upgrading from 3.8x, 4.0, 4.5

Upgrading a Migration Farm

Perform the following steps to upgrade your existing farm.

Upgrades are tested and verified for two versions prior to the current GA release. Older releases will generally complete an upgrade but are not tested and are not covered by product support for direct upgrades, these may require interim upgrade versions to be performed.

1. Run an in-place upgrade on the controller by clicking the "Migrator for Notes Setup XX.XX. This will upgrade the controller machine. Ensure that there are no migrations running or pending during this process. After the upgrade completes, restart the controller server.

2. Make a design template of the "Notes Migrator.nsf" which will be located in C:\Program Files\Binary Tree\CMT for Exchange\Notes Tools after the upgrade.  This can be accomplished by:

   1. Double clicking on the Notes Migrator.nsf file located in the C:\Program Files\Binary Tree\CMT for Exchange\Notes Tools on the controller machine.

   2. This will load the notes client and open the database on the controller.  From the Notes client menu choose File/Application/New copy.  The file copy dialog window will open.  Make a copy of the database giving it a "NTF" extension instead of a "NSF" extension.

   3. Open your Migrator for Notes database on your domino server.  With the file open, choose from the Notes client menu, File/Application/Design Replace.  The design template dialog will open, choose your newly created template from the list of templates and hit ok.

   4. Sign the Migrator for Notes database with your current Notes ID, this on the Progress Summary page.

3. The workers will automatically upgrade.  The workers check in with the controller and when the worker finds it’s at a lower release then the controller, it will automatically upgrade itself by automatically running the Migrator for Notes Worker XX.XX MSI.

Upgrading from 20.13.x

Additional steps for upgrading from previous versions for specific configurations include:

1. For Office 365 migrations an Azure AD Application ID will be required for the use of Microsoft Graph. This must be created and added to the Migrator for Notes Settings | Required Settings | Additional tab following the steps in Appendix E: Microsoft Graph Application ID.

2. For Office 365 deployments that are using a Basic Auth configuration this will require updating to use a Modern Auth configuration following the Requirements guide and this Installation and Configuration guide for those steps.

3. The PowerShell requirements for modules used on the controller will have to be added to include the new Microsoft Graph, Microsoft Identity Client and MSAL. Additionally, the ExchangeOnlineManagement module can be updated to use the V3 version in cases where this was installed prior to this version release by Microsoft in October 2023. This will allow for changing the WinRM Basic option from ‘True’ to ‘False’ if required.

   Steps to update PowerShell Modules:

   1. Launch PowerShell as an administrator. At the prompt, type: 

   2. Set-ExecutionPolicy Unrestricted

   3. Install-PackageProvider -Name NuGet -Force

   4. Install-Module -Name PowerShellGet -Force

   5. Uninstall-Module MSOnline

   6. Uninstall-Module ExchangeOnlineManagement

   7. Install-Module Microsoft.Identity.Client

   8. Install-Module MSAL.ps

   9. Install-Module Microsoft.Graph

   10. Install-Module –Name ExchangeOnlineManagement

Upgrading from 5.x, 19.03.x, 19.09.x, 20.11.x, 20.12.x.

For upgrades of versions prior to 20.13 the steps for upgrading are the same as the above but will require some additional steps.

1. The requirements software on the migration workers will have to be updated to include the new .Net 4.8 and Visual C++ 2019 with a workstation restart after these are updated. This will not be automatically done by the installer and must be completed before performing the upgrade on the controller

2. For Office 365 migrations any accounts that are already imported into the migration system and matched will require re-matching using the PowerShell processing in the Match step. The accounts can be changed to the Match step by using the ‘Change Step To’ button on the Import or Migration | Advanced views.

3. For Office 365 migrations for delegation permissions processing that are using a Modern Auth configuration an Azure Application ID will be required. These steps are detailed in Appendix F: Modern Authentication Delegation Migration.

Upgrading from 4.6.X

The process is the same as above except for the automatic worker upgrade above.  You must manually run the Migrator for Notes Worker XX.XX.msi on all workers to upgrade to the latest software.

For these releases, the worker software will need to be completely removed first, along with uninstalling the controller as well.

1. Uninstall all the workers by going to each worker and running the uninstall program from the control panel.  This will remove the worker installation and unregister the workers from the controller.

2. Uninstall the Migrator for Notes program the control panel on the controller.  This will remove all the software from the controller machine.   Run the Migrator for Notes Setup XX.XX on the controller machine.

Appendix D: Securing Migrator for Notes Web Services with Windows Authentication

During a default install of Migrator for Notes, the web services are configured such that they are accessible via browser by anonymous users.  In situations that require web services to be secured, you can configure the web services to use Windows authentication.

The process for securing Migrator for Notes web services includes:

• Installing Migrator for Notes (following the steps found in this guide).

• Securing the CMT_XMLServer and CMTMonitor web sites in IIS.

• Verifying the CMT_XMLServer and CMTMonitor sites are secured.

It is recommended that a secondary computer that is not part of the Active Directory domain or a user that is not part of the group being granted access to the web services be used to verify security is working correctly.