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Binary Tree Migrator for Notes 20.13 - 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 About us Technical support resources Appendix A: Preparing for Office 365 Migrations Appendix B: Preparing for Office 365 Modern Authentication Appendix C: Creating a Migration Farm Appendix D: Securing Migrator for Notes Web Services with Windows Authentication Third-party Contributions

Settings Updates

The Migrator for Notes Settings will require the below to be configured on the Required Settings | Additional tab:

  • Enable PowerShell Modern Auth set to Yes

    • This will configure the PowerShell functions to use Modern Authentication processing for account validation, provisioning, setting full access and matching. This enables the use of the MSOnline and ExchangeOnline modules.

  • Enable Modern Auth for Migration set to Yes

    • This will update the Migration Profile to instruct the Migration Worker to use Modern Authentication for its Outlook connection to Office 365. This will use an Outlook profile on the Migration Worker that is configured for Modern Authentication.

 


The PowerShell Admin account password can be entered using the Set PowerShell Password button. This will prompt for the password in PowerShell and enter a hash of the password using the PowerShell As Secure method. This is not required and if left blank the PowerShell processing will ask for the password when the functions are performed.

 

Additional Procedures

Migration Controller

The use of Modern Authentication with PowerShell requires the ExchangeOnline module to be installed. This also requires TLS 1.2 to be enabled on the Migration Controller for PowerShell connectivity. These may require the installation of the PowerShellGet module, steps for completing the updates are below.

If prompted for updates to be completed these should be accepted.

Set up PowerShell for remote access on the Migration Controller:

  • Launch PowerShell as an administrator. At the prompt, type: 

    • Set-ExecutionPolicy Unrestricted

  • Install PowerShell ExchangeOnline Module and enable TLS 1.2:

    • Set-ItemProperty -Path 'HKLM:\SOFTWARE\Wow6432Node\Microsoft\.NetFramework\v4.0.30319' -Name 'SchUseStrongCrypto' -Value '1' -Type DWord

    • Set-ItemProperty -Path 'HKLM:\SOFTWARE\Microsoft\.NetFramework\v4.0.30319' -Name 'SchUseStrongCrypto' -Value '1' -Type DWord

    • Install-PackageProvider -Name NuGet -Force

    • Install-Module -Name PowerShellGet -Force

    • Install-Module –Name ExchangeOnlineManagement

    • Install-Module -Name MSOnline

Enable WinRM Basic Authentication:

  • Launch Command Prompt as an administrator. At the prompt, type:

    • winrm set winrm/config/client/auth @{Basic="true"}

Migration Worker

The use of Modern Authentication with the Migrator for Notes worker application requires an Outlook profile to be configured on the worker machine. This would be configured for an Outlook profile named Migrate and would use the Office 365 account designated for the worker migration access to the target mailboxes.

The Outlook profile created will generate the required access token for Office 365 access to the migration account mailbox and the target account mailboxes. Migrator for Notes will then use this token and the refresh token for migrations. Migrator for Notes does not generate the token itself.

The below steps show the configuration of an Outlook profile through the process of opening Outlook for the first time. This can also be completed through Control Panel | Mail (Microsoft Outlook Version) (32 Bit) | Show Profiles.

 


This will no longer use the Connectivity Tester account on the migration worker for the Modern Authentication configuration.. The autodiscover location for a mailbox or archive is processed by the PowerShell matching in the Migrator for Notes.nsf and is required for Modern Authentication configurations. The Connectivity Tester account is still used if Modern Authentication is not enabled.

To create the Outlook profile for a migration worker:

Open Outlook on the migration worker and choose Options | New

Set the name of the profile to Migrate

Graphical user interface, application

Description automatically generated

Enter the address of the account the would be used for the worker migrations and connect to Office 365

After the profile is configured click on the Properties, select the account used and select Change. Disable Cache Exchange Mode.

Open Outlook with the Migrate profile to validate that it is connected and to ensure that the token is created.

Migration Controller

Additional Procedures

The use of Modern Authentication with PowerShell requires the ExchangeOnline module to be installed. This also requires TLS 1.2 to be enabled on the Migration Controller for PowerShell connectivity. These may require the installation of the PowerShellGet module, steps for completing the updates are below.

If prompted for updates to be completed these should be accepted.

Set up PowerShell for remote access on the Migration Controller:

  • Launch PowerShell as an administrator. At the prompt, type: 

    • Set-ExecutionPolicy Unrestricted

  • Install PowerShell ExchangeOnline Module and enable TLS 1.2:

    • Set-ItemProperty -Path 'HKLM:\SOFTWARE\Wow6432Node\Microsoft\.NetFramework\v4.0.30319' -Name 'SchUseStrongCrypto' -Value '1' -Type DWord

    • Set-ItemProperty -Path 'HKLM:\SOFTWARE\Microsoft\.NetFramework\v4.0.30319' -Name 'SchUseStrongCrypto' -Value '1' -Type DWord

    • Install-PackageProvider -Name NuGet -Force

    • Install-Module -Name PowerShellGet -Force

    • Install-Module –Name ExchangeOnlineManagement

    • Install-Module -Name MSOnline

Enable WinRM Basic Authentication:

  • Launch Command Prompt as an administrator. At the prompt, type:

    • winrm set winrm/config/client/auth @{Basic="true"}

Migration Worker

The use of Modern Authentication with the Migrator for Notes worker application requires an Outlook profile to be configured on the worker machine. This would be configured for an Outlook profile named Migrate and would use the Office 365 account designated for the worker migration access to the target mailboxes.

The Outlook profile created will generate the required access token for Office 365 access to the migration account mailbox and the target account mailboxes. Migrator for Notes will then use this token and the refresh token for migrations. Migrator for Notes does not generate the token itself.

The below steps show the configuration of an Outlook profile through the process of opening Outlook for the first time. This can also be completed through Control Panel | Mail (Microsoft Outlook Version) (32 Bit) | Show Profiles.

 


This will no longer use the Connectivity Tester account on the migration worker for the Modern Authentication configuration.. The autodiscover location for a mailbox or archive is processed by the PowerShell matching in the Migrator for Notes.nsf and is required for Modern Authentication configurations. The Connectivity Tester account is still used if Modern Authentication is not enabled.

To create the Outlook profile for a migration worker:

Open Outlook on the migration worker and choose Options | New

Set the name of the profile to Migrate

Graphical user interface, application

Description automatically generated

Enter the address of the account the would be used for the worker migrations and connect to Office 365

After the profile is configured click on the Properties, select the account used and select Change. Disable Cache Exchange Mode.

Open Outlook with the Migrate profile to validate that it is connected and to ensure that the token is created.

Migration Worker

Additional Procedures

Migration Controller

The use of Modern Authentication with PowerShell requires the ExchangeOnline module to be installed. This also requires TLS 1.2 to be enabled on the Migration Controller for PowerShell connectivity. These may require the installation of the PowerShellGet module, steps for completing the updates are below.

If prompted for updates to be completed these should be accepted.

Set up PowerShell for remote access on the Migration Controller:

  • Launch PowerShell as an administrator. At the prompt, type: 

    • Set-ExecutionPolicy Unrestricted

  • Install PowerShell ExchangeOnline Module and enable TLS 1.2:

    • Set-ItemProperty -Path 'HKLM:\SOFTWARE\Wow6432Node\Microsoft\.NetFramework\v4.0.30319' -Name 'SchUseStrongCrypto' -Value '1' -Type DWord

    • Set-ItemProperty -Path 'HKLM:\SOFTWARE\Microsoft\.NetFramework\v4.0.30319' -Name 'SchUseStrongCrypto' -Value '1' -Type DWord

    • Install-PackageProvider -Name NuGet -Force

    • Install-Module -Name PowerShellGet -Force

    • Install-Module –Name ExchangeOnlineManagement

    • Install-Module -Name MSOnline

Enable WinRM Basic Authentication:

  • Launch Command Prompt as an administrator. At the prompt, type:

    • winrm set winrm/config/client/auth @{Basic="true"}

The use of Modern Authentication with the Migrator for Notes worker application requires an Outlook profile to be configured on the worker machine. This would be configured for an Outlook profile named Migrate and would use the Office 365 account designated for the worker migration access to the target mailboxes.

The Outlook profile created will generate the required access token for Office 365 access to the migration account mailbox and the target account mailboxes. Migrator for Notes will then use this token and the refresh token for migrations. Migrator for Notes does not generate the token itself.

The below steps show the configuration of an Outlook profile through the process of opening Outlook for the first time. This can also be completed through Control Panel | Mail (Microsoft Outlook Version) (32 Bit) | Show Profiles.

 


This will no longer use the Connectivity Tester account on the migration worker for the Modern Authentication configuration.. The autodiscover location for a mailbox or archive is processed by the PowerShell matching in the Migrator for Notes.nsf and is required for Modern Authentication configurations. The Connectivity Tester account is still used if Modern Authentication is not enabled.

To create the Outlook profile for a migration worker:

Open Outlook on the migration worker and choose Options | New

Set the name of the profile to Migrate

Graphical user interface, application

Description automatically generated

Enter the address of the account the would be used for the worker migrations and connect to Office 365

After the profile is configured click on the Properties, select the account used and select Change. Disable Cache Exchange Mode.

Open Outlook with the Migrate profile to validate that it is connected and to ensure that the token is created.

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