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Migrator for Notes to Exchange 4.16.3 - Administration Guide

About the Migrator for Notes to Exchange documentation Notes Migration Manager
Basic operating principles Notes Migration Manager navigation drawer Project management features
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 Using the Qsched.exe task-scheduling utility SSDM Scheduling Administration utility Microsoft 365 Admin Account Pool PowerShell cmdlets for Migrator for Notes to Exchange Appendix A: How do I ...?
Post-installation configuration Pre-migration preparations Batch-migration process Other features

Wizard process screens

Wizard process screens

The Data Migration Wizard is configured in these screens:



Select Configuration Select User Collection Customize Configuration Operations

Select Microsoft 365 Administrative Operations Configure Migration Notification Messages Select Notes Administrative Operations Specify Data for Migration

Specify How To Migrate Notes DocLinks Notes Mail Files

Select Destinations for Migrated Data Specify Mail Routing Options

Specify Notes to Exchange Mail Forwarding Specify Remove Exchange Forwarding Settings Specify Exchange to Notes Mail Forwarding

Specify Remove Notes Forwarding Settings Select Notes User Visibility

Specify Active Directory Information

How Were Accounts Loaded into Active Directory Specify Exchange Mailbox Information

Specify Notes Login Information Select Date and Size Filters

Select Destination Exchange Server Personal Archive Location

Specify Migration Run Information Generating Task

Configuration Summary Creating Task

Specify Task Schedule Schedule Summary Task Progress

Task Completed



Select Configuration

Select Configuration

This screen lets you save and recall sets of entries as templates to simplify future runs of the wizard when you expect to have multiple runs that are similarly configured. Each configuration template consists of the entries on all the wizard screens.

Create new configuration or select from existing templates: A drop-down list lets you select a previously saved template or create a new configuration <Create new configuration>. Previously saved templates are listed by the names under which they were saved (see the Name field).

If you choose <Create new configuration> from the drop-down list, the wizard displays:

  • [ ] Save as template: When the option is selected, your entries in the screens are saved as a template for future use. This option enables the Name and Description fields. The name you assign to the template appears in the drop-down list in future wizard runs.

    When you select Save as template, you can create a Full Template or a Differential template.

    • A full template is a snapshot of the INI configuration file that was used to run a task when the template was created. The INI file includes all the settings from the Global Default settings plus any additions or modifications that were made by the wizard used to run the task. A full template does not retrieve new Global Default settings after it is created.

    • A differential template contains only the INI settings that are different than those in the Global Default INI file rather than saving all the INI settings in the template. A differential template can retrieve new Global Default settings.

      A differential template takes precedence over the Global Default settings. Consider the following scenarios:

    • A parameter in the Global Default settings is changed in the differential template. The differential template setting is used.

    • A parameter in the Global Default settings is removed from the differential template. The differential template setting is used. Changing the setting in the Global Default settings has no impact on the differential template.

  • A parameter is not in the Global Default settings when a differential template is created. When the parameter is added to the Global Default settings, it is also added to the differential template.

  • A parameter is set to the same value in the Global Default settings and in the differential template. When the parameter is removed from the Global Default settings, it is also removed from the differential template.

  • A parameter is set to the same value in the Global Default settings and in the differential template. When the parameter is changed in the Global Default settings, the differential template is updated with the new value.

    If you select a previously saved template from the drop-down list, the wizard imports the saved settings into the wizard screens and displays:

  • [ ] Modify this template: Select this check box to run the wizard with one or more entries that are different from the settings that were imported from the selected template.

    This option permits changes to the settings that appear in its screens including the Name and Description fields. (You can save the changes under a new template Name, and leave the original selected template unchanged.)

    If the check box is left empty, the wizard skips most of its screens when you click Next and goes directly to the Configuration Summary screen.

  • Delete Selected Template: Click this button to delete the selected template from the drop-down list (which makes it unavailable for future runs). If you click Delete, the wizard prompts you to confirm (or cancel) the command.

    Click Next to save your entries and display the next screen.



Select User Collection

Select User Collection

This screen appears only if you started this wizard from outside of the Notes Migration Manager. The screen asks you to specify the user collection to which you want. (If you launch this screen from outside of the wizard, you must select a collection before you can click the button to start the wizard.)

This screen contains only one field.

  • Select the User Collection you want to work with: Specify the collection to which you want to apply the wizard functions.

    Use the drop-down list to specify your choice and click Next.



Customize Configuration

Customize Configuration

This screen, which lets you edit the Task Parameters for this task, appears only if the Advanced Settings option is selected on the View menu in the Notes Migration Manager.

The Advanced Settings option is a toggle that determines whether you can open and edit Task Parameters. If the feature is enabled, this Customize Configuration screen appears at the start of the screen sequence for any wizard that offers this feature. To enable or disable the ability to edit Task Parameters, in Notes Migration Manager, select View and select or clear the Advanced Settings option.

Task Parameters are edited as if the parameters were stored in an INI file although the parameters are stored as part of the task definition in the SQL database. The Customize Configuration feature copies the current parameter settings from the SQL database into a text document in Windows Notepad, so you can use the Notepad text- editing features to change parameter values or add new parameter specifications.


To add or edit Task Parameters:

  1. Click Edit.

    The wizard opens the task configuration settings in Notepad.

  1. Find the [SectionName] for the parameter you want to add or the parameter value you want to edit.

    NOTE: Some parameters in different sections share the same keyname so it is important that parameter values are entered and edited in the correct sections.

  1. Add the parameter or edit its value, as appropriate.

  2. Repeat steps 2 and 3 to make as many additions and changes to the parameters as needed.

  3. Close Notepad.

    Notes Migration Manager copies the new parameter values into the SQL database.



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