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Migrator for Notes to Exchange 4.15.2 - Administration Guide

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

Before you run the Provisioning Wizard

Before running the Provisioning Wizard, you must:

•
Verify that the SQL database contains a column whose per- contact values are unique and match the values for a corresponding AD object attribute. If the database does not contain a populated column suitable for this purpose, you will have to enter appropriate values into the SearchKey column, as described below. The Provisioning Wizard offers these options in a drop-down list box:
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DisplayName: Copied by Directory Export Wizard from the first value of Notes’ FullName attribute that is not a DN ("CN=Joe Schmoe/O=Acme") or SMTP address (Joe.Schmoe@acme.com) or, if every FullName is a DN or SMTP address, the "CN" portion of the first FullName that is a DN ("CN=xxx/...").
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GivenName: Copied by Directory Export Wizard from Notes’ FirstName.
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Userid: Copied by Directory Export Wizard from the first value of Notes’ ShortName that is not an SMTP address (same as Nickname column below).
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Surname: Copied by Directory Export Wizard from Notes’ LastName attribute.
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PhoneticName: Copied by Directory Export Wizard from Notes’ AltFullNameSort attribute.
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Nickname: Copied by Directory Export Wizard from the first value of Notes’ ShortName that is not an SMTP address (same as Userid column above).
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EmployeeID: Copied by Directory Export Wizard from Notes’ EmployeeID.
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SourceAddress: Derived by Directory Export Wizard from the first value of Notes’ FullName attribute that is a DN ("CN=Joe Schmoe/O=OurCompany"), with "CN=" and "O=" stripped out (leaving "Joe Schmoe/OurCompany").
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TargetAddress: Copied by the Directory Export Wizard from the Notes InternetAddress. If there is no InternetAddress attribute defined in the Notes person document, the wizard generates a TargetAddress from ShortName@ the default domain (designated on the Find Domains screen).
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SearchKey: Column not populated by Directory Export Wizard. May be manually populated with user-identifying values (unique per user) that the Provisioning Wizard can use to match objects for merging, if none of the other column options is suitable for the merge process. The procedure to enter (edit) these values is explained separately below.
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SearchKey2: Column not populated by Directory Export Wizard. May be manually populated with user-identifying values (unique per user) that the Data Migration Wizard can use to properly associate resource accounts with corresponding user accounts, and properly enable mailboxes (used only when Active Directory is configured for a resource forest and a user forest, with corresponding user accounts). This process is explained in Appendix A, under How Do I Prepare the SQL database for Mailbox-Enabling (If AD Is Configured for a Resource Forest and a User Forest)?
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SourceForwardingAddress: Column not populated by Directory Export Wizard. May be manually populated to contain addresses used by the Data Migration Wizard to forward mail from Notes to Exchange. If this column is empty and the Data Migration Wizard is told to set Notes-to-Exchange forwarding, the wizard will infer suitable values from the values in other database columns.
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TargetForwardingAddress: Column not populated by Directory Export Wizard. May be manually populated to contain addresses used by the Data Migration Wizard to forward mail from Exchange to Notes. If this column is empty and the Data Migration Wizard is told to set Exchange-to-Notes forwarding, the wizard will infer suitable values from the values in other database columns.
To edit the SearchKey column of the data table, beginning in the Manage Users (User Collections) screen of Notes Migration Manager:
1
Select the collection whose contacts you want to merge, and click Export objects to TSV to export the data to a .tsv (tab-separated values format) file. A dialog box will prompt you for the destination folder and filename.
2
Use Microsoft Excel (or some other program that can edit a tsv-format file) to edit the contents of the table.
You can add, edit, and delete the contents of any existing cell in the table, but any addition or deletion of an entire row or column will be ignored when you import the data back into the database.
Find a column in the exported data table that is suitable for the merge process—containing values that are unique per user, and that correspond to the values of the pertinent AD object attribute. Copy the values of that column into the SearchKey column. If no column exactly corresponds to the pertinent AD attribute, you may find a column with values that can be "massaged" to match, by appending or stripping some segment of the data string, or merging the values with the data in another column or from some other source.
3
In Notes Migration Manager: Click Import objects from TSV to import the edited .tsv file into the SQL database. A dialog box will prompt you for the filename and its location.
4
Verify that the drop-down list box in the Choose Your Method... screen will offer the AD attribute you want to use for the merge function. By default, the drop-down list box contains these options:
 

 

cn

mail

mailNickname

proxyAddresses

sAMAcountName

userPrincipalName

targetAddress

employeeNumber

distinguishedName

altRecipient

legacyExchangeDN

extensionAttribute1

extensionAttribute2

extensionAttribute3

extensionAttribute4

extensionAttribute5

extensionAttribute6

extensionAttribute7

extensionAttribute8

extensionAttribute9

extensionAttribute10

extensionAttribute11

extensionAttribute12

extensionAttribute13

extensionAttribute14

extensionAttribute15

 

If the attribute you want to use does not appear in this list, you must add it as described in Appendix A: see How Do I Add to the List of AD Attributes Available for the Merge Function?

Wizard process screens

The Provisioning Wizard is configured on these screens:

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Select Configuration
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Select User Collection
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Customize Configuration
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Specify Active Directory Information
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Choose Your Method for Finding Objects
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Choose the Container for User Objects
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Generating Task
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Configuration Summary
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Creating Task
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Specify Task Schedule
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Task Progress
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Task Completed

Select Configuration

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

Create new configuration or select from existing templates: Drop-down list box offers a choice of selecting a previously saved template to recall for this run of the wizard, or <Create new configuration>. Previously saved templates appear in the list by the Names under which they were saved (see the Name field below).

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

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[  ] Save as template: Checkbox lets you choose between saving your entries in the wizard’s remaining screens as a template for future use —OR— simply running the wizard without saving the settings.
A marked checkbox tells the wizard to enable the Name and Description fields on this screen, where you can assign an identifying name (as you want it to appear in the drop-down list in future Wizard runs) and enter more details to describe the template configuration.

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

•
[  ] Modify this template: Mark this checkbox if you want to run the wizard this time with one or more entries different from the settings that were imported from the selected template.
A marked checkbox tells the wizard to permit changes to any of the settings that appear in any of its screens, including the Name and Description fields here. (You can then save the changes under a new template Name, and leave the originally selected template unchanged.)
If the checkbox is left unmarked, the wizard will skip most of its screens when you click the Next button, to skip directly to the Configuration Summary screen.
•
Delete Selected Template: Click this button if you simply want to delete the selected template from the drop-down list (which will make it unavailable in future runs of the wizard). If you click Delete, the wizard will prompt you to confirm (or cancel) the command.

In any case, click Next to save your choices and entries on this screen and advance to the next screen.

Select User Collection

This screen appears only if you have started this Wizard from outside Notes Migration Manager. The screen asks you to specify the user collection to which you want to apply this Wizard’s functions. (If you launch screen from outside of the wizard, you must select a collection in the table 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: Use the drop-down list to specify the collection to which you want to apply this Wizard’s functions.

Then click Next.

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