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Migrator for Notes to Exchange 4.17 - 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 Using the Qsched.exe task-scheduling utility SSDM Scheduling Administration utility Microsoft 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

How the wizard works

User object records in Active Directory contain several data elements—last names, first names, titles, SMTP email addresses, and so on—and the values for at least one of these attributes must be unique per object record. For example, no two users can have the same DN. (For the Provisioning Wizard we assume that no two users can have the same SMTP email address.)

Contacts in AD are characterized by a similar set of field values, at least one of which must be unique per contact. When a Domino-to-AD directory update creates new AD contacts (representing Notes users), some or all the contact records can correspond to existing user objects in AD. The Provisioning Wizard can associate contacts with user objects by finding the unique values of the pertinent AD object attribute that match unique values of the corresponding field in the contacts. The wizard prompts you for an attribute that corresponds to which field for these comparisons.

The Provisioning Wizard is applied to a particular user collection that you specify when you launch the wizard from Notes Migration Manager (see User Collections: Provision Users). The “match” attribute that the wizard uses to compare and match AD contacts and users must correspond to an attribute in the MNE SQL database from which the collections are drawn. For each user in the designated collection, the wizard reads the match attribute value, and looks in AD for the single contact and the single user whose corresponding attribute values both match the value from the user record in the SQL database. When it finds a match, it merges the contact information into the user object record, and deletes the contact, leaving a single mailbox- enabled object per user in Active Directory.

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 that match the values for a corresponding AD object attribute. If the database does not contain a populated column for this purpose, you must enter appropriate values into the SearchKey column as described following. The Provisioning Wizard provides the following options in a drop-down list:
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DisplayName: Copied by Directory Export Wizard from the first value of the 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 the Notes FirstName.
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Userid: Copied by Directory Export Wizard from the first value of the Notes ShortName that is not an SMTP address (same as Nickname column below).
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Surname: Copied by Directory Export Wizard from the Notes LastName attribute.
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PhoneticName: Copied by Directory Export Wizard from the Notes AltFullNameSort attribute.
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Nickname: Copied by Directory Export Wizard from the first value of the Notes ShortName that is not an SMTP address (same as Userid column).
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EmployeeID: Copied by Directory Export Wizard from the Notes EmployeeID.
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SourceAddress: Derived by Directory Export Wizard from the first value of the 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 edit these values is explained in the following section.
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SearchKey2: Column is not populated by Directory Export Wizard. Can 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)?
•
SourceForwardingAddress: Column is not populated by Directory Export Wizard. Can 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 set for Notes-to-Exchange forwarding, the wizard will infer suitable values from the values in other database columns.
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TargetForwardingAddress: Column is not populated by Directory Export Wizard. Can 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 set for 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
1
In the Manage Users (User Collections) screen of Notes Migration Manager, select the collection whose contacts you want to merge.
2
Click Export objects to TSV to export the data to a .tsv (tab-separated values format) file.
3
Enter the destination folder and file name in the dialog box.
4
Use Microsoft Excel (or some 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 is ignored when you import the data back into the database.
5
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.
6
Copy the values of that column into the SearchKey column. If no column exactly corresponds to the pertinent AD attribute, you can 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.
7
In Notes Migration Manage, 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.
8
Verify that the drop-down list in the Choose Your Method... screen offers the AD attribute you want for the merge function. By default, the drop-down list 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 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

You can save and recall sets of entries in this wizard, as templates, to simplify future runs when you expect to have multiple runs that are similarly configured. Each configuration template consists of the entries from all the wizard screens.

Create new configuration or select from existing templates: Drop-down list offers a choice of selecting a previously saved template to recall for this run, 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 drop-down list, the wizard displays the following options:

•
[  ] Save as template: When selected, your entries in the remaining screens are saved as a template for future use. A checked box enables the Name and Description fields. The name you assign to the template appears in the drop down list in future wizard runs.
When Save as template is selected, you can select to create a Full Template or a Differential template.
•
A full template is a snapshot of the INI configuration file used to run a task when the template was created. This INI file includes all the settings from the Global Default settings plus any additions or modifications that were made by the wizard used to run the task. A full template does not retrieve new Global Default settings after it is created.
•
A differential template contains only the INI settings that are different than those in the Global Default INI file. A differential template can retrieve new Global Default settings.
A differential template takes precedence over the Global Default settings. Consider the following scenarios:
•
A parameter in the Global Default settings is changed in the differential template. The differential template setting is used.
•
A parameter in the Global Default settings is removed from the differential template. The differential template setting is used. Changing the setting in the Global Default settings has no impact on the differential template.
•
A parameter is not in the Global Default settings when a differential template is created. When the parameter is added to the Global Default settings, it is also added to the differential template.
•
A parameter is set to the same value in the Global Default settings and in the differential template. When the parameter is removed from the Global Default settings, it is also removed from the differential template.
•
A parameter is set to the same value in the Global Default settings and in the differential template. When the parameter is changed in the Global Default settings, the differential template is updated with the new value.

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: Select this check box 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 selected check box permits changes to any of the settings that appear in any of its screens, including the Name and Description fields here. (You can save the changes under a new template Name, and leave the originally selected template unchanged.)
If the check box is left clear, the wizard skips most of its screens when you click Next to skip directly to the Configuration Summary screen.
•
Delete Selected Template: Click this button 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 prompts you to confirm (or cancel) the command.

Click Next to save your entries and display the next screen.

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