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Migrator for Notes to Exchange 4.15.2 - Pre-Migration Planning Guide

About the Migrator for Notes to Exchange documentation Introduction Critical considerations Other strategic planning issues Appendix A: Known limitations of the migration process

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Other sources of information
Visit our Windows Management and Migration online community

The Quest Windows Management and Migration Community is an interactive online community dedicated to issues relating to:

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Migration of email, identity and applications to the Windows Exchange platform, either on-premises or hosted Exchange platforms like Office 365—including migrations from Exchange, GroupWise, and Notes.
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Active Directory migrations.
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Migrations from Notes application and Exchange public folders to Sharepoint.
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Coexistence strategies and tools.

The community is designed to foster collaboration between Quest Migration experts and users. It’s a place where you can:

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Learn about product releases and betas before anyone else.
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Get access to Quest product leaders and subject matter experts on migration and coexistence.
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Participate in discussion forums, share insights and ideas, and get common questions answered.

You can browse around the forums and the library, but to take full advantage of the community, post new threads, respond to messages from others, and rate our documents and downloads, you must Join the community. If you already have a Quest account or are a member of another Quest community, simply Sign in. The Sign in and Join features are both available from links near the top-right corner of the page at the Quest Windows Management and Migration Community.

 

Introduction

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About Migrator for Notes to Exchange
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Configuration requirements and account permissions
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About Quest license keys

About Migrator for Notes to Exchange

Quest’s Migrator for Notes to Exchange (Migrator for Notes to Exchange) is a set of related software applications designed to facilitate a variety of migration strategies for organizations moving from a Lotus Domino server, with Lotus Notes clients, to an Exchange environment with Outlook clients, or to Microsoft’s Office 365 or other hosted-Exchange services. Migrator for Notes to Exchange can:

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Extract user data from the Domino server to mailbox-enable user accounts in the Active Directory.
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Migrate mail, appointments, tasks, personal address books, personal distribution lists, and archives from the Notes environment to the Exchange environment and Outlook Personal Folders (.pst) files.
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Set and remove mail-forwarding rules between Notes and Exchange to assure correct mail routing throughout the transition period.

Migrator for Notes to Exchange supports operational options that allow much flexibility in devising and implementing suitable migration strategies for a great variety of network configurations, circumstances and preferences. For example, Migrator for Notes to Exchange supports all of these common migration scenarios:

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Migration to a local (on-premises) Exchange server.
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Migration from Notes to Microsoft’s Office 365 ("the Cloud") ...
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... with provisioning to Office 365 from an existing local Active Directory (already synchronized to the local Domino directory).
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... with provisioning directly from the Domino directory to Office 365.
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Offline migration, where Notes source data that was previously extracted from Notes (to NSF or PST files) is migrated directly to the Exchange target.

An administrator can migrate user data in batches of a hundred or so users at a time, over a series of migration runs, including user archives—assuming users’ archives reside in (or can be moved to) some centralized location. If circumstances permit, your migration will probably be most efficient if you can migrate all the data for your entire user population in batches.

Migrator for Notes to Exchange’s Data Migration Wizard can be run on multiple migration servers running in parallel, applied to different user groups simultaneously. In this way, you might employ a half dozen migration servers to migrate a particular data volume in a single weekend, whereas you would need a half dozen weekends to migrate the same volume via a single workstation.

Migrator for Notes to Exchange also includes a per-desktop migration program so individual users (or administrators acting on their behalf) can migrate their own mail, calendar data, personal address books (PABs), and archives. If user archives are not centrally accessible, or if some other local circumstance or preference makes batch migration impractical or inadvisable, the per-desktop program is simple and intuitive enough that most end users will be able to run it uneventfully themselves. For example, encrypted mail can be migrated only by the Self-Service Desktop Migrator, since the messages must be de-crypted prior to migration, and that requires per-user access credentials that are unavailable to the batch migrator. Or some administrators may prefer to visit desktops personally to ensure a smooth transition for executives, or for users who may be uncomfortable attempting the tasks themselves.

For that matter, an administrator can mix-and-match these strategies: migrating some users in batches, but others individually at their desktops, while still other users run the per-desktop tool themselves.

This chapter explains the purpose and capabilities of Quest's Migrator for Notes to Exchange, and explains the requirements for its operating environment.

Product components

Migrator for Notes to Exchange contains these primary components:

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Notes Migration Manager: A central "console" application that coordinates most administrator-driven tasks and features. The Notes Migration Manager in turn contains an assortment of specialized subcomponent applications, called wizards (listed separately below), that facilitate particular program features. In addition to its wizards, the Notes Migration Manager helps you monitor and manage most of the information pertaining to a migration project: program defaults and server access credentials, locations of Notes/Domino source data, exported data from the Domino directory, and migration statistics.
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Notes Migration Scheduling Application: A separate command-line application that executes scheduled tasks. The program checks the SQL Server database to see whether any tasks have been scheduled to run since the last check, and then executes any such tasks.
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Office 365 Account Pooling Utility: A utility that helps a migration administrator manage a pooled collection of Office 365 admin accounts, to sidestep Microsoft-imposed throttling limits that dramatically slow data transmissions to Office 365. Since Microsoft’s throttling limitations are applied per admin account, this utility coordinates multiple admin accounts to run simultaneously, to multiply the throttled throughput rate by the number of accounts in the pool.
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Self-Service Desktop Migrator: A separate application that end users can run (one user at a time) to migrate their own mail, PABs and archives. (An administrator may also run this Desktop Migrator on behalf of an end user, running under the user’s credentials.)
The SSDM user interface is available in English and French. The SSDM User Guide is available in English, French and Japanese. By default, the SSDM interface and help are displayed in the language specified in the operating system settings (language and locale). You can use the DisplayLanguage parameter to specify a language.
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SSDM Scheduling Administration Utility: A utility that lets an administrator regulate end users’ execution of the Self-Service Desktop Migrator (SSDM), to avoid processing bottlenecks that might otherwise occur if too many users tried to use the SSDM simultaneously.
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Log File Viewer: Simplifies the viewing and interpretation of Quest program log files, which are generated by most Quest applications to document process errors and warnings.

The wizards that can be launched from Notes Migration Manager:

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NABs Discovery Wizard: Searches the Notes/Domino server to locate all Notes NABs (Name and Address Books). The Directory Export Wizard and Internet Domains Discovery Wizard will then extract critical directory data from the NABs, which in turn will be read by the provisioning and migration wizards so they can perform their tasks.
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Internet Domains Discovery Wizard: Extracts all Internet domains it can find within the Notes NABs (Name and Address Books) found by the NABs Discovery Wizard. These domains will then be used to generate address aliases for all users, so that Exchange can recognize and correctly route mail sent to users' old addresses.
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Directory Export Wizard: Gathers user information from the Domino server(s) to create SQL data tables that will be critical input for the Quest provisioning and migration wizards. You may perform the actual export task immediately following its configuration, or the wizard will let you schedule the task to run at a later time.
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Collection Wizard: Lets you define the member contents of user and group collections. A collection is simply a user or group "batch"—a defined subset of the universe of all users to be migrated, or groups to be provisioned. The provisioning, migration, and other features are applied to collections of users and groups, and the Collection Wizard is what defines these collections. You can add members to a collection by selecting objects from the SQL Server database, or by importing the contents of a .tsv (tab-separated-values format) file, or both.
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Groups Provisioning Wizard: Defines a task that will provision distribution groups (create group objects) a local Active Directory or Office 365 from a designated group collection, and schedules the task to run at a particular time, or at a series of recurring times.
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Notes Data Locator Wizard: Defines a task that will locate data files in the Notes source for a particular user collection, or gather statistics from previously located data stores, and schedule the task to run at a particular time or at a series of recurring times.
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Provisioning Wizard: Provisions Notes users into Active Directory as mail-enabled objects and consolidates duplicate entities in AD by merging information from Exchange contacts into corresponding users’ AD accounts, and then deleting the contacts, to leave a single mail-enabled security object per user in AD. (Quest’s CMN Directory Connector generates contacts during a directory update when corresponding objects already exist in AD.)
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Send PAB Replicator Wizard: Sends a special email form to users within a particular user collection, that lets them copy all of their PABs (personal address books) to a centralized Notes server directory, where the Data Migration Wizard will be able to find them and migrate them.
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Data Migration Wizard: Defines a task that can, for all users within a particular user collection:
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Mailbox-enable Exchange accounts.
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Migrate user data.
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Update mail-forwarding rules.
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Perform other related Notes and Exchange administrative functions.
Migrator for Notes to Exchange copies data from Notes as Unicode and inserts it into Exchange as Unicode. Any data that has a specific character set (MIME data) in the Notes source will retain that character set after migration; the migration features do not convert MIME data into Unicode.
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Self-Service Desktop Migration Statistics Collection Wizard: Gathers migration statistics written by the Self-Service Desktop Migrator, and loads the data into the SQL Server database, to help you track the progress of the migration project. The wizard can perform the data-gathering task immediately following its configuration, or you can schedule the task to run at a later time.
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