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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

2.5. Repairing, or Uninstalling 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

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.

 

 

2.5.1 Repairing 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.

 

 

2.5.2 Uninstalling 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.

 

 

Section 3. Setting Up the Migrator for Notes Domino Database

3.1. Opening the Migrator for Notes Domino Database

During the Migrator for Notes product installation on the first migration workstation, the Migrator for Notes Domino database is automatically copied to the local Notes client Data directory. To set up the Notes database, you need to create a copy of the database on the Domino server, which has access to the user mail files or any other databases that needs to be migrated.


If you are setting up the first workstation for deployment, it is recommended that you make a copy of the Notes database on the server instead of a replica. However, if you go on to deploy more migration workstations; you can create database replicas subsequently. Before copying the database, you need to first open the database.

For a more convenient access to the database, it is recommended that you add the database icon to the Notes client Workspace or bookmark it.

Newer versions of Notes refer to Databases as Applications.

  1. Launch the Lotus Notes client.

  2. Open the Migrator for Notes Domino database from the Notes client menu by clicking File > Database > Open.

  3. The Open Database dialog box appears. Select Migrator for Notes, and then click Open.

  4. The Migrator for Notes database icon is created on the Notes workspace and the database opens:

  1. Once you have added the Migrator for Notes database to the Notes Workspace, double-click the database icon.

3.2. Navigating through Migrator for Notes Domino Database

The Migrator for Notes Domino database interface is divided into two panes. The left pane is the Navigation Pane and the right one is the Data Pane.

The Navigation Pane is used to control what information is displayed in the Data Pane. The Data Pane usually contains one or more buttons across the top of the pane. These buttons are used to perform specific migration tasks or provide online help.

In the guide, items listed in the Navigation Pane are either referred to as documents, views, or sections. For example, click the Settings document to open the Settings Document in a new tab.

Click subsequent documents or sections to expand or change the view in the Data Pane. The Data Pane consists of data pertaining to the selected document along with a set of tools that need to be run on that data. These tools can either be buttons or drop-down menu options. An example of each displays below.

3.3. Progress Summary

The database provides a very useful feature that allows you to analyze the status of migration and display it in a table.

  1. Click Progress Summary.

  2. Click Recalculate to update the Progress Summary table. This updates with the status of the ongoing migration, such as number of completed user migrations or number of pending mail in databases migration.

 

  1. Click Export to Excel to create a Microsoft Excel spreadsheet of the information contained in the Progress Summary.

3.4. Signing a New Notes Database

Migrator for Notes needs proper rights to access various Domino servers, directories, user mail files, and other databases that need to be migrated. Therefore, the database must be signed with a Notes ID with the required access rights before performing any action on the database.

If you do not know how or do not have the authority to set up these access rights, request assistance from the onsite Domino administrator.

  1. Click Progress Summary

 

  1. The Migrator for Notes Domino database displays; click Sign This Database:

  1. The Continue Signing? dialog box displays. Click Yes.

  1. If an Execution Security Alert appears, select Start trusting the signer to execute this action and click OK. The database and all the related documents are successfully signed. Click OK to continue.


After you get past the Execution Security Alert, you may get the following error. This error generates if the Notes ID you have used to sign the database does not have proper rights to access the Domino servers, user mail files, and other databases to be migrated.

To avoid this error, ensure that the Notes ID used has proper rights. Contact your Notes System Administrator Contact for assistance. Check the ACL for this database and add LocalDomainAdmin and <Domino server> with Manager-level access

 

3.5. Preventing Execution Security Alerts

When specific actions are executed for the first time on a Notes database, one or more Execution Security Alerts may display.

Notes protects against any potentially dangerous code executing by informing the user and asking for authorization. Therefore, when Migrator for Notes performs an action, Notes perceives it as a danger and displays a security alert. However, actions performed by Migrator for Notes are safe and should be allowed to execute. There are two ways by which you can prevent security alerts from reappearing. The first method is to authorize the Notes ID that was used to sign the database. To do this, select the Start trusting the signer to execute this action option in the Execution Security Alert, and click OK.

For any action signed by Binary Tree, select the Start trusting the signer to execute this action option and click OK to continue.

Alternately, all Execution Security Alerts can be prevented from reappearing by signing the database. Prior to opening the database, ensure that the Notes ID used to sign the database is trusted by every Notes client and Notes server throughout the organization.


The Execution Security Alert settings are unique for each installation of a Notes client. If the Migrator for Notes Domino database is deployed to multi-workstations, the Execution Security Alerts may display when the database is opened for the first time on each migration workstation.

3.6. Viewing Licensing Agreement

  1. Click View License Agreement from the Data Pane.

  1. The license agreement information displays in a new tab; review the license agreement

  2. Click Accept Terms of License Agreement:

  1. If you do not want to accept the license, click Close and discontinue using the product

3.7. Entering License Key

Binary Tree recommends that you do not apply the license prior to the Domino Server Installation procedure. This may corrupt the license.

  1. Click Enter License Key.

  1. The CMT License dialog box displays indicating the current number of user licenses available and their status. Click No if you do not want to change the current license. Click Yes to enter a license key.

  1. Enter the license key provided by Binary Tree and click OK.

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