Migrator for Notes to Exchange 4.15.2 - Administration Guide

User Collections

User Collections: Manage Users

This screen lets you define, organize, and manage user collections. The provisioning, migration, and other features of Migrator for Notes to Exchange are applied to collections of users, and this screen launches the Collection Wizard that lets you define and edit those collections.

The Current user collections table shows all defined user collections. Notes Migration Manager automatically generates some standard, default collections from the object data exported from the Notes source directory(ies), and these default collections are identified in the table as Auto-Defined. The Auto-Defined collections include an All Users collection, consisting of all User objects found in the export table.

Migrator for Notes to Exchange can also automatically generate collections of users logically grouped by their Notes ACL and delegation data, so that users with stronger work associations can be migrated together to minimize business disruptions during the transition. For more information, see below: To automatically generate Smart Collections

The Current user collections table also shows whether each collection is designated as Visible (or not), a designation that determines whether the collection appears in other tables and lists of collections elsewhere in Migrator for Notes to Exchange. (Migrator for Notes to Exchange’s provisioning, migration and other features are applied to particular collections, which are specified from drop-down lists or tables.) Migrator for Notes to Exchange’s Collection Wizard, where collections are defined and collection attributes may be edited, includes a Visible checkbox that sets this option.

You can filter the contents of the Current user collections table, to show only collections associated with a particular label, by specifying the label in the Show collections labeled as drop-down list box above the table.

NOTE: Labels are a device for classifying and sorting collections, by alphanumeric strings that can be assigned to collections in the Collection Wizard that creates them. Typically labels are defined to characterize and group subsets of collections—for example, to sort collections by an organization’s administrative divisions, you could define labels for Engineering, IS, Marketing, R&D, Sales, and so forth. Or define labels for Atlanta, Chicago, Denver, Houston, Minneapolis, and so forth, to sort collections by the locations of an organization's satellite offices. Then throughout Notes Migration Manager you can sort lists and tables of collections by label, or can specify a particular label to filter a list or table of collections, to show only the collections that have been assigned that label.

The Collection Wizard, launched from this screen, lets you define a New collection by selecting members from Active Directory, or by importing members from a .tsv (tab-separated-values format) file, or both. You can also Edit an existing collection (but not an Auto-Defined collection), and can Copy an existing collection to a new name, and then Edit the copy.

NOTE: Although you cannot edit an Auto-Defined collection, you can Copy an Auto-Defined collection to a new name, and then Edit the copy.

The Collection members table in the bottom half of the screen shows the members of whatever user collection is currently selected in the table in the top half of the screen.

NOTE: This feature automatically generates collections of users logically grouped by their Notes ACL and delegation data, so that users with stronger work associations can be migrated together to minimize business disruptions during the transition period.

NOTE: Depending on the size of your user "universe" and other factors in your local environment, this process may take several minutes or even longer. You can click the Cancel button in the bottom-right corner to abort the feature.

NOTE:   • Once created and saved, Smart Collections can be edited or renamed the same as user-defined collections. • Smart Collection names are automatically generated. If a collection already exists with the same name as a new Smart Collection, MNE will rename and hide the earlier collection (whether or not you mark the Hide checkbox). No two collections can have the same name. • Migrator for Notes to Exchange applies the label "Smart Collection" to all Smart Collections, so you can filter the collections table (on the Manager Users screen) to show only Smart Collections. • Smart Collections errors and debug info are logged in the migration console log.

You can export the user collections to a TSV file and then use a program like Microsoft Excel to edit the file. Use this procedure to edit user collections and user collection membership.

NOTE: This feature exports all user collections, not just collections that may be selected in the table. This includes both auto-defined and user-defined user collections. This export feature sends all collections to a single TSV file, not to different files for different collections.

The Collection Wizard lets you use the exported directory data (in the SQL database) to define the member contents of user and group collections. A collection is a defined subset of the "universe" of users or groups that were found and exported from the Notes/Domino source. The provisioning, migration, and other features of Migrator for Notes to Exchange are applied to collections of users and groups, and the Collection Wizard is what defines these collections.

You can export a specific set of users belonging to a collection to a TSV file and then use a program like Microsoft Excel to edit user properties.

You can edit the exported directory data, and the data associated with defined user collections for a variety of reasons including:

NOTE: The SQL database will not accept any entirely new rows or columns. You can only add, edit and delete the contents of cells that already exist in the table. If you add or delete an entire column or row, the program will ignore the change when you import the data back into the database.

The names and definitions of column headings in the SQL database table are documented in chapter 4 (Directory Export Wizard) of this Administration Guide (see Exported Data Elements in the SQL database).

Some of the columns in these data tables contain critical values that must not be edited, while others can be edited as needed, and still others must be edited to implement certain strategic options or accomplish certain program features.

NOTE: Each run of the Directory Export Wizard overwrites the current contents of Migrator for Notes to Exchange’s SQL database (including any imported TSV values) with data newly exported from the Domino Directory—except that you may choose whether the wizard should overwrite or keep any DominoServerAddress values that have been changed by a TSV import. The wizard’s default is to preserve TSV- imported DominoServerAddress values, but the Directory Export Wizard offers an option to overwrite them.

NOTE: After editing data by these Export/Import features, you may want to run the Notes Data Locator Wizard to verify that you have entered the data correctly (no typos or malformed notations), that the necessary certifications are in place, and that Migrator for Notes to Exchange can access the NSFs.

Export a user collection in MNE’s SQL database to a TSV file.

User Collections: Manage Design Classes

This screen lets you identify any non-standard Notes design classes that may be associated with Notes NSF files, but that the wizards would not otherwise recognize because their names are different from the Notes-standard design classes. The Design Classes table on this screen identifies all such non-standard design classes, and associates each design class with one or more particular data types: mail, archives, or PABs.

Remember to click the Apply button after you Add or Remove an item from the table. The program will not read or save any new information or changes until the Apply button is clicked.

In the Add Design Class dialog box: Type the Design class name, and mark the appropriate checkbox(es) to associate the new design class with one or more of MailFiles, PABs, or Archives. Then click OK to add the new design class to the table and dismiss the dialog box.

User Collections: Send PAB Replicator

This screen lets you run the Send PAB Replicator Wizard, which sends a special email form to all users in a particular user collection, so that users can copy all of their personal address books (PABs) to a centralized Notes server directory, where the program can find them to migrate them.