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Migrator for Notes 20.14.2 - User Guide for Office 365

Table of Contents

Section 1. Introduction

1.1 Document Conventions 1.2 Purpose & Audience 1.3 About Binary Tree Migrator for Notes

Data Fidelity Migration Management Migration Throughput Key Features and Functions Migrated Data Data Fidelity Calendar Fidelity Data Filtering Options Migration Management Migration Throughput

1.4 Product Overview

Pre-Migration Migration

Section 2. Pre-migration Activities

2.1 Importing Users

2.1.1 All Users 2.1.2 Select Users to Import 2.1.3 Import Select Users from Excel 2.1.4 Person Document 2.1.5 Change Step To

2.2 Auditing Mail Files

2.2.1 Audit workflow and delegation 2.2.2 Audit Mail File & Personal Data For Selected Users 2.2.3 Moving the Selected Users Back to Audit Mail File Data 2.2.4 Audit pNAB DB For Selected Users Local Contact Data Server-based Contact Data

2.3 Sending End User Notifications

Send End User Notifications 2.3.1 Send Notifications 2.3.2 Pending Responses

2.4 Setting Advanced Options

2.4.1 User Migration Actions 2.4.2 Replication Management

Section 3. User Provisioning

User Provisioning

Post Migration Tools

3.1 Provisioning

Section 4. Email Repliability

Add All Names to Translation Table

Add Selected Names to Translation Table Matching Selected Entries Matching Entries using PowerShell Updating a Translation Table Checking Errors of a Translation Table

Section 5. Migrating Mail Files

5.1 Setting a Migration Profile 5.2 Migrating a User 5.3 Migrating User Local Archives to an Exchange Server 5.4 Migrating User Mail Files to an Exchange Archive 5.5 Performing Post Migration Actions

CMT Audit Date Time UserSMTPAddress.csv SourceStoreAudit.csv

5.6 Setting Advanced Migration Options

Removing Migrated Data from Exchange Server

Section 6. Rooms and Resources Database Migration

6.1 Preparing for Rooms and Resource Migration 6.2 Rooms and Resources Replicas 6.3 Provisioning Rooms and Resources 6.4 Migrating Rooms and Resources to Office 365 6.5 Migrating Rooms and Resources to .PST

Section 7. Mail-in Database Migration

7.1 Preparing for Mail-in Database Migration 7.2 Mail-In Database Replicas 7.3 Provisioning Mail-in Databases

Match Selected Entries using LDAP Match Selected users on CAS Server Match Selected entries using Powershell Match all entries using Powershell

7.4 Migrating Mail-in Databases

Section 8. Setting Migration Status Section 9. Access and Delegation Migration

9.1 Access and Delegation Migration Overview 9.2 Migrate Delegation – Scheduled 9.3 Enable and Suspend Scheduled Migration 9.4 Migrate Delegation – Manual 9.5 Active Delegation – Operation

Audit the mailfiles

9.6 Merge ACL Details 9.7 Send Delegation Settings email

Section 10. All Accounts Section 11. Customer Status Reports Section 12. Logs About us Technical support resources Appendix A: Staging Replicas

Creating Connection Documents

Data Intended for Migration Enterprise Migration Manager (EMM) Database Rooms & Resources

Creating Replica Stubs for Users

Configuring EMM Customer Module Database

Creating Replica Stubs on Staging Server(s)

Appendix B: Pre-Migration Troubleshooting

Notes Security Validation: Notes Server Access Validation: Notes Template Validation: Office 365 Account Validation:

Appendix C: Work with Files (Import/Export)

Import any field value from Excel Export Current View to Excel Export Selected Docs to CSV Drop Users From Migration Groups with Excel

Appendix D: Item Processing Results Appendix E: Migration Result Statuses

Set Migration Status

Set Migration Group Set Migration Workstation Clear Migration Status Set Migration MCC

Appendix F: Recovery Process

Implementation and Feature Functionality Common Failure Types

Cannot Open Mail File: “Migration initialization failed” Corrupt Tables: Corrupt Views: Notes Crash:

General Recovery

General Recovery Process:

Recovery to Exchange Recovery to PST Recovery to PST using secondary AWD Workstation Recovery to PST using Manual Processes

Appendix G: Automatic Migration Restart

Overview Terminology Configuring Automatic Restart Migrator for Notes Worker Basics Migrator for Notes Recovery Basics Detecting abnormal termination of a migration Automatic re-queue of a migration job Summary

Appendix H: Folder Processing Order

Import any field value from Excel

An Excel spreadsheet can be configured with specific column Headers to represent Notes field items on account entries in the Migrator for Notes Application. When imported, the field values on the account documents will be updated in the Migrator for Notes application with the relevant data in the Excel spreadsheet.

This process does not import accounts into the Migrator for Notes application, it is only intended to update field values on previously imported accounts.

The Excel spreadsheet should have the first column configured with either the Internet Address or the Short Name to locate the account entries that need to be updated. The import process is the same as the Import Selected Users From Excel option.

Any Notes data field can be updated through the Excel import and will overwrite existing Notes field data.

Export Current View to Excel

Data on any view within Migrator for Notes can be exported to an Excel spreadsheet.

Once a view is selected, all data in the Data Pane, along with their corresponding column headers, can be exported.

Export Selected Docs to CSV

The selected account data on any view within Migrator for Notes can be exported to a text file. Once entries in the Data Pane are selected, all data, along with their corresponding column headers, can be exported to a .csv file.

Drop Users From Migration Groups with Excel

Account entries can be removed from Migration Groups in the Migrator for Notes application through an Excel spreadsheet import process. The Migration Group for the accounts will be changed back to the No Migration Group Set status.

The Excel spreadsheet should have the first column configured with either the Internet Address or the Short Name to locate the account entries that need to be updated. The import process is the same as the Import Selected Users From Excel option.

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