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Migrator for Notes to Exchange 4.15.2 - Administration Guide

About the Migrator for Notes to Exchange documentation Notes Migration Manager NABS Discovery Wizard Internet Domains Discovery Wizard Directory Export Wizard Collection Wizard Groups Provisioning Wizard Notes Data Locator Wizard Provisioning Wizard Send PAB Replicator Wizard Data Migration Wizard SSDM Statistics Collection Wizard The Log Viewer Qsched.exe task-scheduling utility SSDM Scheduling Administration utility Office 365 Admin Account Pool utility PowerShell cmdlets for Migrator for Notes to Exchange Appendix A: How do I ...?
Post-installation configuration Pre-migration preparations Batch-migration process Other features

Operations screen when migrating to Office 365, with Microsoft's AD sync

Operations screen when migrating to Office 365, with Microsoft’s AD sync

When migrating to Office 365 and using Microsoft’s AD synchronization tool, the Operations screen offers these checkbox options:

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Prepare local Active Directory accounts for MS AD Sync: Prepares the accounts in your local AD to be provisioned into the Office 365 AD by Microsoft's AD synchronization tool.
 
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IMPORTANT: This Prepare local AD accounts feature is a necessary administrative step that must precede running the MS AD sync, and must precede running this Wizard for any other function. After running MS AD sync, you must run this Data Migration Wizard again and Set Office 365 resource capacity (below) to complete mailbox-enabling in Office 365.
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NOTE: When you select Prepare local AD accounts, all other options are disabled (grayed out). When you select any other option, the Prepare Local AD accounts option is disabled.
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Set Office 365 resource capacity: Reads (from the local AD) the capacities of all resource objects in the collection (if any), and then copies that information into the corresponding object records in Office 365 AD. Do not select this operation until you have completed the Prepare local Active Directory accounts operation (above) and successfully run MS AD sync.
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Manage mail routing: Tells the wizard to display a screen (later in the screen sequence) with options for setting and removing mail-forwarding rules in the source and target environments, for all users in the designated collection.
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Notes administrative functions (includes setting visibility and directory synchronization flags): Tells the wizard to display a screen (later in the screen sequence) with options for disabling Notes synchronization with AD, or setting user visibility in Domino, or both, and sending migration notifications to migrated users.
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Office 365 administrative functions (includes password reset and license assignment): Select this checkbox to display the Select Office 365 Administrative Operations screen. From that screen, you can reset passwords and specify licensing options.
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Migrate mailbox data: Tells the wizard to display a screen (later in this program run) with options for migrating user data from Notes to Exchange, in any combination of: server-based or archived mail, calendar data, the trash folder, iNotes contacts, and/or personal address books.
 
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NOTE: By default, the wizard preserves ACL information as it migrates Notes source data to Exchange. To disable this feature, you can set ACLs=0 in the [General] section of Task Parameters or Global Defaults.
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NOTE: If the Notes Data Locator Wizard found a PAB or Archive twice (once by the server and then again by the file system), the Data Migration Wizard will try to migrate it twice. But the file-system attempt will fail and generate an error because the prior successful server access will have locked the file, leaving it inaccessible. The Data Locator Wizard cannot be configured to search using both methods at once, but you could instead run the wizard more than once, selecting different search methods in subsequent runs.

Operations screen when migrating to Office 365, without Microsoft's AD sync

Operations screen when migrating to Office 365, without Microsoft’s AD sync

When migrating to Office 365 without Microsoft’s AD sync, the Operations screen offers these checkbox options:

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Create Office 365 accounts: Creates a new Office 365 Exchange mailbox and sets user properties for every user in the selected collection.
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Manage mail routing: Tells the wizard to display a screen (later in the screen sequence) with options for setting and removing mail-forwarding rules in the source and target environments, for all users in the designated collection.
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Notes administrative functions (includes setting visibility and directory synchronization flags): Tells the wizard to display a screen (later in the screen sequence) with options for disabling Notes synchronization with AD, or setting user visibility in Domino, or both, and sending migration notifications to migrated users.
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Office 365 administrative functions (includes password reset and license assignment): Select this checkbox to display the Select Office 365 Administrative Operations screen. From that screen, you can reset passwords and specify licensing options.
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Migrate mailbox data: Tells the wizard to display a screen (later in this program run) with options for migrating user data from Notes to Exchange, in any combination of: server-based or archived mail, calendar data, the trash folder, iNotes contacts, and/or personal address books.
 
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NOTE: By default, the wizard preserves ACL information as it migrates Notes source data to Exchange. To disable this feature, you can set ACLs=0 in the [General] section of Task Parameters or Global Defaults.
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NOTE: If the Notes Data Locator Wizard found a PAB or Archive twice (once by the server and then again by the file system), the Data Migration Wizard will try to migrate it twice. But the file-system attempt will fail and generate an error because the prior successful server access will have locked the file, rendering it inaccessible. The Data Locator Wizard cannot be configured to search using both methods at once, but you could instead run the wizard more than once, selecting different search methods in subsequent runs.

Select Office 365 Administrative Operations

This screen appears if you selected the Office 365 administrative functions checkbox on the Operations screen. It lets you select the following options.

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Reset user passwords: Resets the user passwords for mailboxes in the collection. This function assigns random one-time-only passwords that permit a user to logon to Office 365 the first time, and then the user must reset the password to something more durable and memorable.
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Assign user licenses: When this checkbox is selected, Migrator for Notes to Exchange performs a new Office 365 user licensing operation.
 
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NOTE: The Data Migration Wizard can license Office 365 users when the userPrincipalName differs from the primary SMTP address. With this feature, an admin can use Migrator for Notes to Exchange's TSV Import feature to assign alternate UPN values to the SQL database. To do this, from the Export Notes Directory screen:
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Export the collection's SQL data to a tsv file.
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Enter the users' UPN values into the UPN column of the tsv file.
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Import the tsv file back into the SQL database.

Migrator for Notes to Exchange will then read the imported UPN values, if they are present in the database, when licensing O365 users.

Without this feature the Wizard would simply use the SMTP address for the userPrincipalName, but this can cause issues in environments where the userPrincipalName is different, since the O365 Administrative Operations wizard would not find the users in the target O365 environment.

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License users: Select this option to assign licenses to users.
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Unlicense users: Select this option to remove user licenses.
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Usage Location: Use the drop-down list to specify your users’ Usage Location. This is a mandatory designation that Microsoft requires for its Office 365 licenses (see this Microsoft article). Your selection here corresponds to a two-letter Usage Location code that is saved in MNE Global Defaults and Task Parameters as the [Exchange] O365UsageLocation=<xx> parameter.
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Product License: Office 365 is available in a variety of plans (see this Microsoft article). MNE populates the Product License field with all the Office 365 licensing plans available to your organization and the number of licenses available for each plan. If the [Exchange]O365AccountSkuId parameter has been set, then the specified license plan is the default selection.
Select the licensing plan to apply from the drop down list. Once a licensing plan is selected, all the services available within the licensing plan are listed. By default, all services are checked. You can uncheck a service to disable it. Disabled services are listed in the [Exchange]O365DisabledServicePlans parameter.
 
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NOTE: Unable to assign the license error.

License plan services may have dependencies on other services. When licensing users, MNE does not validate that the combination of services selected is valid. If you disable a service that another enabled service is dependent on, user licensing will fail with the error Unable to assign the license.

Configure Migration Notification Messages

This screen is displayed if you have chosen to Migrate users on the preceding Operations screen, or if you have selected Send migration notification messages on the Administrative Operations screen. Define the personalized ("mail-merge") notification emails (if any) you want the wizard to send to the users in this collection, and click Next.

The first two checkboxes let you specify whether to send messages to users’ Notes mailboxes only, or Exchange mailboxes only, or both, or neither. The wizard generates these emails by merging a template file with per-user variable values drawn from the collection’s data table in the SQL database. Mark the checkbox for either or both of these message types:

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Send "You’ve been migrated" messages to Notes mailboxes: The wizard generates a merged email to the Notes mailbox of every user in the collection, notifying them of their migration to Exchange. (The wizard inserts these messages directly into users’ Notes mailboxes, so they are not intercepted by any forwarding rules that would re-route them to Exchange.) This email typically explains to the user that he or she has been migrated to Exchange, and should use the Outlook client for all future email and calendar activities. The email also typically provides each user’s new Outlook login credentials, and any other special instructions or tips that may be helpful. The default Template file for this email varies depending on your Exchange destination:
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ybm_template.html: for migration to any local, proprietary Exchange server, or to a hosted-Exchange environment other than Office 365.
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ynma_template.html: for migration to Office 365.
Another template file (o365_pwreset.html) is also provided for Office 365 migrations, with language and a merge variable to notify users of their new one-time-only Office 365 passwords. The notice delivers a randomly generated password (generated by Migrator for Notes to Exchange), and explains that the user should use it to log on to Office 365 the first time, and then change the password to something more durable and memorable.
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Send "Welcome to Exchange" messages to Exchange mailboxes: The wizard generates a merged email to the Exchange mailbox of every user in the collection, welcoming them to the Exchange environment and the Outlook client, and often including an attachment to orient users to their new tools. The template file for these "Welcome to Exchange" messages is wte_template.html.

Two text boxes also ask you to specify the SMTP address and Display Name to be identified as the Sender of the messages (usually the migration admin).

For each selected mail-merge message (by checkbox above), you must specify:

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Subject: Enter the text to be inserted into the email Subject line.
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Template file: Click the Browse button to locate and specify the template file to use for the body of the mail-merge message. You can choose one of the standard templates installed with Migrator for Notes to Exchange, or create and use your own.
 
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NOTE: You can also edit any of the template files to add or delete or modify content to better suit your organization’s needs. For information about editing and creating these template files, see in Appendix A: How Do I Create or Edit a Template for Personalized User-Notification Emails?
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