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Binary Tree Migrator for Notes 20.11 - Installation and Configuration Guide

Section 1. Introduction Section 2. Installing Binary Tree Migrator for Notes Section 3. Setting Up the Migrator for Notes Domino Database Section 4. Configuring Settings in Migrator for Notes Appendix A: Preparing for Office 365 Migrations Appendix B: Preparing for Office 365 Modern Authentication Appendix C: Creating a Migration Farm Appendix D: Securing Notes Migrator Web Services with Windows Authentication

2.1. Before Installation

Migrator for Notes consists of a frontend HCL Lotus Notes database. This and other software components of Migrator for Notes are provided in an InstallShield installation package.

Migrator for Notes should be completely installed and configured on one migration workstation first. If more than one workstation is needed, you must then deploy Migrator for Notes to all other migration workstations, and each migration workstation should use one (same) Domino server-based database called Migrator for Notes instead of a local copy. Reference the Automated Workload Distribution section of this guide for more information.

 


Binary Tree recommends testing and verifying the migration system using test accounts and Notes data to confirm the expected migration processing prior to completing production migrations.

Before Migrator for Notes is installed, all hardware and software requirements must be completed. Refer to the Migrator for Notes Requirements document for the complete list of hardware and software requirements.

During installation, several of the software requirements are verified. In some cases, the InstallShield installation package helps install missing software. However, it is recommended that the required software is installed prior to the product installation and to not to rely upon the aid of the InstallShield installation package.


The installer does not replace the Notes Migrator.nsf database in the local notes data directory on the Migration Control Center when doing an upgrade from a previous release of Migrator for Notes. When upgrading from a previous version of Migrator for Notes, you must complete one of the following tasks:

  • Manually rename the file name of the existing “Notes Migrator.nsf” database to something other than this reserved name. After the upgrade, the newly installed Notes Migrator.nsf database is located in the notes data directory so you can configure it from the settings of the renamed database.

Or

  • Copy the newly installed database from the C:\Program Files\Binary Tree\CMT for Exchange\Notes Tools directory on the Migration Control Center to the Notes client data directory, renaming the file to a Notes database template “Notes Migrator.ntf”. Remember to sign the template if required. Replace the design of your existing Notes Migrator.nsf database from the new template “Notes Migrator.ntf” to get any updated design changes.

2.2. Downloading Migrator for Notes

Binary Tree maintains the latest release of the Migrator for Notes Installation Package on a secure FTP web site. The address to the FTP site is ftp://cftp.binarytree.com. To download a copy, Binary Tree provides a username and password. Log on to the web site using the given credentials and download CMT for Exchange.exe to the migration workstation’s Desktop. If you are installing on more than one workstation and plan to use a software management or GPO to deploy, download the CMTeWorker.msi.

2.3. Installing Software on the Migration Control Center

  1. To launch the InstallShield install kit, double-click the CMT for Exchange Setup.exe file from the desktop:

  1. Click Run to start the wizard

 

  1. If required software is not installed, a dialog box shown below will be displayed. To allow the wizard to install the required software, click Install.

 


The installation of the prerequisite software through the installer requires the workstation to have Internet access. This software can be installed prior to running the setup if Internet access is not available.

 


The installer does require TLS 1.0 to be enabled on the Migration Controller in order to configure the SQL database.

 

Several dialog boxes, similar to the ones shown below, are displayed during requirement downloading and installation:

 

  1. When completed, the wizard displays the Welcome screen; click Next:

The wizard displays the License Agreement screen. Review the License Agreement and accept it; click Yes:

 

  1. Select the destination path for installing Migrator for Notes in the Choose Destination Location screen. It is strongly recommended that you keep the default destination folder; click Next:

  1. Enter the database server location and the credential information, and then click Next to continue. When SQL Server Express is installed by the installer, the password is set to “Password1” by default:

  1. Several screens similar to the one below appear while the database and IIS is installed and configured:

  1. The Ready to Install Screen appears; click Install to begin the installation:

 

  1. The wizard notifies when the software is successfully installed and configured on your system; click Finish to close the wizard:

  1. The wizard creates the CMT for Exchange subfolder in the Program Files folder. Within this folder is another subfolder Notes Tools that also contains a copy of the Migrator for Notes Domino database. This copy can be used as a backup if needed.

In addition, a shortcut is added to the All Programs menu; click Start -> All Programs -> Binary Tree -> Notes Migrator.

2.4. Setting the CMTE App Pool to Enable 32-bit Applications

  1. After the installation, open the IIS Manager and navigate to Application Pools

  2. Right-click on .Net v4.5 in the Application Pools list and select Advanced Settings

  3. Set the Enable 32-bit Applications setting to True

  4. Restart the IIS Services

2.5. Repairing, or Uninstalling Migrator for Notes

The Migrator for Notes software can be modified, repaired, or removed after it has been installed by executing CMT Exchange Setup from the Control Panel.

  1. In the Add or Remove Programs applet, locate the Binary Tree Migrator for Notes icon in the Control Panel and select it. To repair the application, select Repair; if you wish to remove the application, select Remove:

2.5.1     Repairing Migrator for Notes

  1. To repair the currently installed software, select Repair and then click Next:

 

  1. Several Setup Status screens display:

  1. The Maintenance Complete screen displays when the restore is complete; click Finish:

2.5.2     Uninstalling Migrator for Notes

  1. To remove or uninstall the software, select Remove and then click Next

  1. To remove the Migrator for Notes application, click Yes:

  1. When the uninstall process is complete, the Uninstall Complete screen displays; click Finish.

The Migrator for Notes application is removed:

 

 


For AWD configurations, migration workers should be un-installed prior to removing the Migration Controller installation.

 

 

2.2. Downloading Migrator for Notes

Migrator for Notes consists of a frontend HCL Lotus Notes database. This and other software components of Migrator for Notes are provided in an InstallShield installation package.

Migrator for Notes should be completely installed and configured on one migration workstation first. If more than one workstation is needed, you must then deploy Migrator for Notes to all other migration workstations, and each migration workstation should use one (same) Domino server-based database called Migrator for Notes instead of a local copy. Reference the Automated Workload Distribution section of this guide for more information.

 


Binary Tree recommends testing and verifying the migration system using test accounts and Notes data to confirm the expected migration processing prior to completing production migrations.

2.1. Before Installation

Before Migrator for Notes is installed, all hardware and software requirements must be completed. Refer to the Migrator for Notes Requirements document for the complete list of hardware and software requirements.

During installation, several of the software requirements are verified. In some cases, the InstallShield installation package helps install missing software. However, it is recommended that the required software is installed prior to the product installation and to not to rely upon the aid of the InstallShield installation package.


The installer does not replace the Notes Migrator.nsf database in the local notes data directory on the Migration Control Center when doing an upgrade from a previous release of Migrator for Notes. When upgrading from a previous version of Migrator for Notes, you must complete one of the following tasks:

  • Manually rename the file name of the existing “Notes Migrator.nsf” database to something other than this reserved name. After the upgrade, the newly installed Notes Migrator.nsf database is located in the notes data directory so you can configure it from the settings of the renamed database.

Or

  • Copy the newly installed database from the C:\Program Files\Binary Tree\CMT for Exchange\Notes Tools directory on the Migration Control Center to the Notes client data directory, renaming the file to a Notes database template “Notes Migrator.ntf”. Remember to sign the template if required. Replace the design of your existing Notes Migrator.nsf database from the new template “Notes Migrator.ntf” to get any updated design changes.

2.2. Downloading Migrator for Notes

Binary Tree maintains the latest release of the Migrator for Notes Installation Package on a secure FTP web site. The address to the FTP site is ftp://cftp.binarytree.com. To download a copy, Binary Tree provides a username and password. Log on to the web site using the given credentials and download CMT for Exchange.exe to the migration workstation’s Desktop. If you are installing on more than one workstation and plan to use a software management or GPO to deploy, download the CMTeWorker.msi.

2.3. Installing Software on the Migration Control Center

  1. To launch the InstallShield install kit, double-click the CMT for Exchange Setup.exe file from the desktop:

  1. Click Run to start the wizard

 

  1. If required software is not installed, a dialog box shown below will be displayed. To allow the wizard to install the required software, click Install.

 


The installation of the prerequisite software through the installer requires the workstation to have Internet access. This software can be installed prior to running the setup if Internet access is not available.

 


The installer does require TLS 1.0 to be enabled on the Migration Controller in order to configure the SQL database.

 

Several dialog boxes, similar to the ones shown below, are displayed during requirement downloading and installation:

 

  1. When completed, the wizard displays the Welcome screen; click Next:

The wizard displays the License Agreement screen. Review the License Agreement and accept it; click Yes:

 

  1. Select the destination path for installing Migrator for Notes in the Choose Destination Location screen. It is strongly recommended that you keep the default destination folder; click Next:

  1. Enter the database server location and the credential information, and then click Next to continue. When SQL Server Express is installed by the installer, the password is set to “Password1” by default:

  1. Several screens similar to the one below appear while the database and IIS is installed and configured:

  1. The Ready to Install Screen appears; click Install to begin the installation:

 

  1. The wizard notifies when the software is successfully installed and configured on your system; click Finish to close the wizard:

  1. The wizard creates the CMT for Exchange subfolder in the Program Files folder. Within this folder is another subfolder Notes Tools that also contains a copy of the Migrator for Notes Domino database. This copy can be used as a backup if needed.

In addition, a shortcut is added to the All Programs menu; click Start -> All Programs -> Binary Tree -> Notes Migrator.

2.4. Setting the CMTE App Pool to Enable 32-bit Applications

  1. After the installation, open the IIS Manager and navigate to Application Pools

  2. Right-click on .Net v4.5 in the Application Pools list and select Advanced Settings

  3. Set the Enable 32-bit Applications setting to True

  4. Restart the IIS Services

2.5. Repairing, or Uninstalling Migrator for Notes

The Migrator for Notes software can be modified, repaired, or removed after it has been installed by executing CMT Exchange Setup from the Control Panel.

  1. In the Add or Remove Programs applet, locate the Binary Tree Migrator for Notes icon in the Control Panel and select it. To repair the application, select Repair; if you wish to remove the application, select Remove:

2.5.1     Repairing Migrator for Notes

  1. To repair the currently installed software, select Repair and then click Next:

 

  1. Several Setup Status screens display:

  1. The Maintenance Complete screen displays when the restore is complete; click Finish:

2.5.2     Uninstalling Migrator for Notes

  1. To remove or uninstall the software, select Remove and then click Next

  1. To remove the Migrator for Notes application, click Yes:

  1. When the uninstall process is complete, the Uninstall Complete screen displays; click Finish.

The Migrator for Notes application is removed:

 

 


For AWD configurations, migration workers should be un-installed prior to removing the Migration Controller installation.

 

 

2.3. Installing Software on the Migration Control Center

Migrator for Notes consists of a frontend HCL Lotus Notes database. This and other software components of Migrator for Notes are provided in an InstallShield installation package.

Migrator for Notes should be completely installed and configured on one migration workstation first. If more than one workstation is needed, you must then deploy Migrator for Notes to all other migration workstations, and each migration workstation should use one (same) Domino server-based database called Migrator for Notes instead of a local copy. Reference the Automated Workload Distribution section of this guide for more information.

 


Binary Tree recommends testing and verifying the migration system using test accounts and Notes data to confirm the expected migration processing prior to completing production migrations.

2.1. Before Installation

Before Migrator for Notes is installed, all hardware and software requirements must be completed. Refer to the Migrator for Notes Requirements document for the complete list of hardware and software requirements.

During installation, several of the software requirements are verified. In some cases, the InstallShield installation package helps install missing software. However, it is recommended that the required software is installed prior to the product installation and to not to rely upon the aid of the InstallShield installation package.


The installer does not replace the Notes Migrator.nsf database in the local notes data directory on the Migration Control Center when doing an upgrade from a previous release of Migrator for Notes. When upgrading from a previous version of Migrator for Notes, you must complete one of the following tasks:

  • Manually rename the file name of the existing “Notes Migrator.nsf” database to something other than this reserved name. After the upgrade, the newly installed Notes Migrator.nsf database is located in the notes data directory so you can configure it from the settings of the renamed database.

Or

  • Copy the newly installed database from the C:\Program Files\Binary Tree\CMT for Exchange\Notes Tools directory on the Migration Control Center to the Notes client data directory, renaming the file to a Notes database template “Notes Migrator.ntf”. Remember to sign the template if required. Replace the design of your existing Notes Migrator.nsf database from the new template “Notes Migrator.ntf” to get any updated design changes.

2.2. Downloading Migrator for Notes

Binary Tree maintains the latest release of the Migrator for Notes Installation Package on a secure FTP web site. The address to the FTP site is ftp://cftp.binarytree.com. To download a copy, Binary Tree provides a username and password. Log on to the web site using the given credentials and download CMT for Exchange.exe to the migration workstation’s Desktop. If you are installing on more than one workstation and plan to use a software management or GPO to deploy, download the CMTeWorker.msi.

  1. To launch the InstallShield install kit, double-click the CMT for Exchange Setup.exe file from the desktop:

  1. Click Run to start the wizard

 

  1. If required software is not installed, a dialog box shown below will be displayed. To allow the wizard to install the required software, click Install.

 


The installation of the prerequisite software through the installer requires the workstation to have Internet access. This software can be installed prior to running the setup if Internet access is not available.

 


The installer does require TLS 1.0 to be enabled on the Migration Controller in order to configure the SQL database.

 

Several dialog boxes, similar to the ones shown below, are displayed during requirement downloading and installation:

 

  1. When completed, the wizard displays the Welcome screen; click Next:

The wizard displays the License Agreement screen. Review the License Agreement and accept it; click Yes:

 

  1. Select the destination path for installing Migrator for Notes in the Choose Destination Location screen. It is strongly recommended that you keep the default destination folder; click Next:

  1. Enter the database server location and the credential information, and then click Next to continue. When SQL Server Express is installed by the installer, the password is set to “Password1” by default:

  1. Several screens similar to the one below appear while the database and IIS is installed and configured:

  1. The Ready to Install Screen appears; click Install to begin the installation:

 

  1. The wizard notifies when the software is successfully installed and configured on your system; click Finish to close the wizard:

  1. The wizard creates the CMT for Exchange subfolder in the Program Files folder. Within this folder is another subfolder Notes Tools that also contains a copy of the Migrator for Notes Domino database. This copy can be used as a backup if needed.

In addition, a shortcut is added to the All Programs menu; click Start -> All Programs -> Binary Tree -> Notes Migrator.

2.4. Setting the CMTE App Pool to Enable 32-bit Applications

  1. After the installation, open the IIS Manager and navigate to Application Pools

  2. Right-click on .Net v4.5 in the Application Pools list and select Advanced Settings

  3. Set the Enable 32-bit Applications setting to True

  4. Restart the IIS Services

2.5. Repairing, or Uninstalling Migrator for Notes

The Migrator for Notes software can be modified, repaired, or removed after it has been installed by executing CMT Exchange Setup from the Control Panel.

  1. In the Add or Remove Programs applet, locate the Binary Tree Migrator for Notes icon in the Control Panel and select it. To repair the application, select Repair; if you wish to remove the application, select Remove:

2.5.1     Repairing Migrator for Notes

  1. To repair the currently installed software, select Repair and then click Next:

 

  1. Several Setup Status screens display:

  1. The Maintenance Complete screen displays when the restore is complete; click Finish:

2.5.2     Uninstalling Migrator for Notes

  1. To remove or uninstall the software, select Remove and then click Next

  1. To remove the Migrator for Notes application, click Yes:

  1. When the uninstall process is complete, the Uninstall Complete screen displays; click Finish.

The Migrator for Notes application is removed:

 

 


For AWD configurations, migration workers should be un-installed prior to removing the Migration Controller installation.

 

 

2.4. Setting the CMTE App Pool to Enable 32-bit Applications

Migrator for Notes consists of a frontend HCL Lotus Notes database. This and other software components of Migrator for Notes are provided in an InstallShield installation package.

Migrator for Notes should be completely installed and configured on one migration workstation first. If more than one workstation is needed, you must then deploy Migrator for Notes to all other migration workstations, and each migration workstation should use one (same) Domino server-based database called Migrator for Notes instead of a local copy. Reference the Automated Workload Distribution section of this guide for more information.

 


Binary Tree recommends testing and verifying the migration system using test accounts and Notes data to confirm the expected migration processing prior to completing production migrations.

2.1. Before Installation

Before Migrator for Notes is installed, all hardware and software requirements must be completed. Refer to the Migrator for Notes Requirements document for the complete list of hardware and software requirements.

During installation, several of the software requirements are verified. In some cases, the InstallShield installation package helps install missing software. However, it is recommended that the required software is installed prior to the product installation and to not to rely upon the aid of the InstallShield installation package.


The installer does not replace the Notes Migrator.nsf database in the local notes data directory on the Migration Control Center when doing an upgrade from a previous release of Migrator for Notes. When upgrading from a previous version of Migrator for Notes, you must complete one of the following tasks:

  • Manually rename the file name of the existing “Notes Migrator.nsf” database to something other than this reserved name. After the upgrade, the newly installed Notes Migrator.nsf database is located in the notes data directory so you can configure it from the settings of the renamed database.

Or

  • Copy the newly installed database from the C:\Program Files\Binary Tree\CMT for Exchange\Notes Tools directory on the Migration Control Center to the Notes client data directory, renaming the file to a Notes database template “Notes Migrator.ntf”. Remember to sign the template if required. Replace the design of your existing Notes Migrator.nsf database from the new template “Notes Migrator.ntf” to get any updated design changes.

2.2. Downloading Migrator for Notes

Binary Tree maintains the latest release of the Migrator for Notes Installation Package on a secure FTP web site. The address to the FTP site is ftp://cftp.binarytree.com. To download a copy, Binary Tree provides a username and password. Log on to the web site using the given credentials and download CMT for Exchange.exe to the migration workstation’s Desktop. If you are installing on more than one workstation and plan to use a software management or GPO to deploy, download the CMTeWorker.msi.

2.3. Installing Software on the Migration Control Center

  1. To launch the InstallShield install kit, double-click the CMT for Exchange Setup.exe file from the desktop:

  1. Click Run to start the wizard

 

  1. If required software is not installed, a dialog box shown below will be displayed. To allow the wizard to install the required software, click Install.

 


The installation of the prerequisite software through the installer requires the workstation to have Internet access. This software can be installed prior to running the setup if Internet access is not available.

 


The installer does require TLS 1.0 to be enabled on the Migration Controller in order to configure the SQL database.

 

Several dialog boxes, similar to the ones shown below, are displayed during requirement downloading and installation:

 

  1. When completed, the wizard displays the Welcome screen; click Next:

The wizard displays the License Agreement screen. Review the License Agreement and accept it; click Yes:

 

  1. Select the destination path for installing Migrator for Notes in the Choose Destination Location screen. It is strongly recommended that you keep the default destination folder; click Next:

  1. Enter the database server location and the credential information, and then click Next to continue. When SQL Server Express is installed by the installer, the password is set to “Password1” by default:

  1. Several screens similar to the one below appear while the database and IIS is installed and configured:

  1. The Ready to Install Screen appears; click Install to begin the installation:

 

  1. The wizard notifies when the software is successfully installed and configured on your system; click Finish to close the wizard:

  1. The wizard creates the CMT for Exchange subfolder in the Program Files folder. Within this folder is another subfolder Notes Tools that also contains a copy of the Migrator for Notes Domino database. This copy can be used as a backup if needed.

In addition, a shortcut is added to the All Programs menu; click Start -> All Programs -> Binary Tree -> Notes Migrator.

  1. After the installation, open the IIS Manager and navigate to Application Pools

  2. Right-click on .Net v4.5 in the Application Pools list and select Advanced Settings

  3. Set the Enable 32-bit Applications setting to True

  4. Restart the IIS Services

2.5. Repairing, or Uninstalling Migrator for Notes

The Migrator for Notes software can be modified, repaired, or removed after it has been installed by executing CMT Exchange Setup from the Control Panel.

  1. In the Add or Remove Programs applet, locate the Binary Tree Migrator for Notes icon in the Control Panel and select it. To repair the application, select Repair; if you wish to remove the application, select Remove:

2.5.1     Repairing Migrator for Notes

  1. To repair the currently installed software, select Repair and then click Next:

 

  1. Several Setup Status screens display:

  1. The Maintenance Complete screen displays when the restore is complete; click Finish:

2.5.2     Uninstalling Migrator for Notes

  1. To remove or uninstall the software, select Remove and then click Next

  1. To remove the Migrator for Notes application, click Yes:

  1. When the uninstall process is complete, the Uninstall Complete screen displays; click Finish.

The Migrator for Notes application is removed:

 

 


For AWD configurations, migration workers should be un-installed prior to removing the Migration Controller installation.

 

 

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