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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

Understanding key differences between Notes/Domino and AD/Exchange

The fundamental architecture and functionality are different between Notes/Domino and AD/Exchange. Migration planners should understand these significant differences between the two environments:

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Exchange is more specifically oriented to email and calendaring functions, whereas Notes supports broader collaboration and other functions including mail-enabled work-flow applications, and an internal scripting language that can be used for various functions including customized application development. Some functionality of Notes applications can be mimicked with SharePoint.
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Exchange relies on Active Directory for its members (the Global Address List), whereas Notes is its own directory.
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Notes uses individual files per user for different types of data, while Exchange uses a central mail database and address book. Only personal archives are separate files in Exchange.
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Notes lets you make data-file replicas, both locally and on the server.

It is inevitable in any migration that some features or data elements in the source environment have no comparable counterparts in the target environment, and Notes-to-Exchange migrations are no exception. Appendix A of this Guide provides a list of these Appendix A: Known limitations of the migration process.

Configuration requirements and account permissions

 
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IMPORTANT: Basic hardware and software requirements for Migrator for Notes to Exchange are documented in the Release Notes that accompany every release. Make sure that your environment meets (or will meet) those requirements before you install Migrator for Notes to Exchange. Migrator for Notes to Exchange also requires certain configuration details, considerations and account permissions — in addition to the basic requirements documented in the Release Notes.

All machines must have network access.

Make sure that your environment meets (or will meet) these configuration requirements before you install Migrator for Notes to Exchange.

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Lotus Domino server(s) configuration
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End-user desktop configuration for Notes client
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Microsoft Exchange / AD environment configuration (proprietary Exchange target)
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Account permissions for migration to Office 365
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SQL server configuration
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Migrator for Notes to Exchange admin migration server(s) configuration
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Server hosting the SSDM Scheduling Utility Web Service
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Other required directories

Lotus Domino server(s) configuration

An account must be defined with admin rights to the Domino server. Use the admin account created by Notes/Domino upon installation, or create a new account and add it to the LocalDomainAdmins group.

End-user desktop configuration for Notes client

If you will use Migrator for Notes to Exchange’s SSDM to migrate from Lotus Live:

Migrator for Notes to Exchange provides partial support for migrations from Lotus Live, via the per-desktop migrator (SSDM). This feature requires Lotus Notes client must be 8.5.3 or newer. Also, you must configure your local Notes client for Lotus Live by downloading the NSF auto-configuration file from the IBM website:
1
Click the Apps drop-down from the menu bar and select Downloads and Setup.
2
Under the IBM SmartCloud Notes section, select View IBM SmartCloud Notes options.
3
On the Welcome to IBM SmartCloud Notes page, select the option With IBM Notes client (to open a download page), and then click the Download button.
This downloaded file will configure your Notes client to work with Lotus Live, and will generate a user.id file (in the Notes\data directory), which can be used with Migrator for Notes to Exchange’s SSDM. Open the downloaded NSF with your Notes client and confirm you want to Join SmartCloud Notes. You may then use the SSDM normally.
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