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Migrator for Notes 20.14.2 - User Guide

Section 1. Introduction Section 2. Pre-migration Activities Section 3. User Provisioning Section 4. Email Repliability Section 5. Migrating Mail Files Section 6. Rooms and Resources Database Migration Section 7. Mail-in Database Migration Section 8. Setting Migration Status Section 9. Access and Delegation Migration Section 10. All Accounts Section 11. Customer Status Reports Section 12. Logs About us Technical support resources Appendix A: Staging Replicas Appendix B: Pre-Migration Troubleshooting Appendix C: Work with Files (Import/Export) Appendix D: Item Processing Results Appendix E: Migration Result Statuses Appendix F: Recovery Process Appendix G: Automatic Migration Restart Appendix H: Folder Processing Order

Match Selected users on CAS Server

7.3  Provisioning Mail-in Databases

Perform the following steps to set up the Exchange mailbox databases.

  1. Select the appropriate Mail-in databases

  2. Click the Set Exchange Mailbox DB button to manually choose a database from a list.

  3. Select a database and then click OK to continue

  4. Select Set Exchange Mailbox DB (Round Robin) to distribute the Mail-in databases across all available Exchange mailbox databases:

Set Exchange Mailbox DB

 


Example of Round Robin: If you have 10 Exchange mailbox databases set to be used and you are provisioning 20 Mail-in databases, Mail-indatabase1 is assigned to Exchange mailbox database 1, Mail-indatabase2 to database 2, and so on. When it reaches the last database, it assigns the next Mail-in database room to Exchange mailbox database 1.

Once complete, the Exchange mailbox database is visible in the Mail-in Database Migration view.

  1. Select the Enable/Create Mail In  view to begin enabling Mail-in databases, set X500 Addresses and set full access; the Set X500 Address button only displays if you selected “Yes to separate the set X500 action” on the User Provisioning Settings tab

To match the selected Mail-In databases:

  1. Expand Preparation and click Provisioning

  2. Click Match selected

  3. The drop-down menu displays four menu options:

 

The following table describes each menu option:

Option

Description

Match selected entries using LDAP

Matches selected Mail-in databases with their corresponding entries in AD using LDAP.

Match Selected users on CAS server

Matches selected Mail-in databases with their corresponding entries in AD on the Exchange CAS server.

Match Selected entries using PowerShell

Matches selected Mail-in databases using PowerShell.

Match all entries using PowerShell

Matches all Mail-in databases using PowerShell.

Match Selected Entries using LDAP

  1. Select the Match selected entries using LDAP menu option

  2. The selected Mail-in databases are matched in AD

  3. Click OK to close the message box

Use this option if the destination mailbox server and the CAS servers are not the same server.

  1. Select the Match Selected users on CAS server menu option

  2. The selected Mail-in databases are matched on the Exchange CAS server; click OK to close the message box

Match Selected entries using Powershell

  1. Select the Match Selected entries using PowerShell menu option

  2. The selected Mail-in databases are matched using PowerShell; click OK to close the message box

Match all entries using Powershell

  1. Select the Match all entries using PowerShell menu option

  2. All Mail-in databases are matched using PowerShell; click OK to close the message box

Once the migration is completed, you can update mail routing.

  1. Click the Mail Routing button to set mail routing to Exchange. The Set Mail Routing Back to Notes option is for rolling back if needed.

7.4 Migrating Mail-in Databases

  1. Go to Migration Profiles under the Configuration view in the Navigation Pane; create a profile to migrate the mail in databases to Exchange migrations or a .pst file and save it

  2. Navigate back to the Mail In Database Migration | Migration | Set Migration Profile view in the Navigation Pane

  3. Select the database and then click the Set CMT Migration Profile button

  4. Select the migration profile you created to migrate the mail in databases to a .pst file in the Select Migration Settings dialog box, and click OK.

  5. Click the Migrate view in the Navigation Pane

    Select the database and then click Migrate Mail-In Database.

  6. From the Select Migration Priority dialog box, select a priority and click OK:

    Graphical user interface, application, Word

Description automatically generated

     

  7. Depending on the size of the data being migrated, the transfer may take few minutes to several minutes

  8. The Refresh Migration Status button allows you to refresh the status of the selected mail-in databases

    If the Audit Exchange Migrated Data option is enabled in the Settings, an Audit Migrated Data button will appear.

    Table

Description automatically generated

    This agent audits the Exchange mailbox post-migration and creates a CSV file in the C:\Program Files\Binary Tree\CMT for Exchange\Logs directory of the workstation used to initiate the audit.

    The CSV file has the following format:

    Column A - UNID

    Column B - NoteID

    Column C - Migration Status (0=Unknown Result Status, 1=Successful, 2= Partially Migrated - Encrypted Body, unable to migrate attachment, but part of the message was converted and is available in Outlook)

    Column D - Message Subject

    The last line of the CSV file states “Audit Completed” when the agent completes. Contact and Group migrations are not included in the audit.  Child documents that are integrated with the parent documents are not be listed in the CSV file.

 

Match Selected entries using Powershell

7.3  Provisioning Mail-in Databases

Perform the following steps to set up the Exchange mailbox databases.

  1. Select the appropriate Mail-in databases

  2. Click the Set Exchange Mailbox DB button to manually choose a database from a list.

  3. Select a database and then click OK to continue

  4. Select Set Exchange Mailbox DB (Round Robin) to distribute the Mail-in databases across all available Exchange mailbox databases:

Set Exchange Mailbox DB

 


Example of Round Robin: If you have 10 Exchange mailbox databases set to be used and you are provisioning 20 Mail-in databases, Mail-indatabase1 is assigned to Exchange mailbox database 1, Mail-indatabase2 to database 2, and so on. When it reaches the last database, it assigns the next Mail-in database room to Exchange mailbox database 1.

Once complete, the Exchange mailbox database is visible in the Mail-in Database Migration view.

  1. Select the Enable/Create Mail In  view to begin enabling Mail-in databases, set X500 Addresses and set full access; the Set X500 Address button only displays if you selected “Yes to separate the set X500 action” on the User Provisioning Settings tab

To match the selected Mail-In databases:

  1. Expand Preparation and click Provisioning

  2. Click Match selected

  3. The drop-down menu displays four menu options:

 

The following table describes each menu option:

Option

Description

Match selected entries using LDAP

Matches selected Mail-in databases with their corresponding entries in AD using LDAP.

Match Selected users on CAS server

Matches selected Mail-in databases with their corresponding entries in AD on the Exchange CAS server.

Match Selected entries using PowerShell

Matches selected Mail-in databases using PowerShell.

Match all entries using PowerShell

Matches all Mail-in databases using PowerShell.

Match Selected Entries using LDAP

  1. Select the Match selected entries using LDAP menu option

  2. The selected Mail-in databases are matched in AD

  3. Click OK to close the message box

Match Selected users on CAS Server

Use this option if the destination mailbox server and the CAS servers are not the same server.

  1. Select the Match Selected users on CAS server menu option

  2. The selected Mail-in databases are matched on the Exchange CAS server; click OK to close the message box

  1. Select the Match Selected entries using PowerShell menu option

  2. The selected Mail-in databases are matched using PowerShell; click OK to close the message box

Match all entries using Powershell

  1. Select the Match all entries using PowerShell menu option

  2. All Mail-in databases are matched using PowerShell; click OK to close the message box

Once the migration is completed, you can update mail routing.

  1. Click the Mail Routing button to set mail routing to Exchange. The Set Mail Routing Back to Notes option is for rolling back if needed.

7.4 Migrating Mail-in Databases

  1. Go to Migration Profiles under the Configuration view in the Navigation Pane; create a profile to migrate the mail in databases to Exchange migrations or a .pst file and save it

  2. Navigate back to the Mail In Database Migration | Migration | Set Migration Profile view in the Navigation Pane

  3. Select the database and then click the Set CMT Migration Profile button

  4. Select the migration profile you created to migrate the mail in databases to a .pst file in the Select Migration Settings dialog box, and click OK.

  5. Click the Migrate view in the Navigation Pane

    Select the database and then click Migrate Mail-In Database.

  6. From the Select Migration Priority dialog box, select a priority and click OK:

    Graphical user interface, application, Word

Description automatically generated

     

  7. Depending on the size of the data being migrated, the transfer may take few minutes to several minutes

  8. The Refresh Migration Status button allows you to refresh the status of the selected mail-in databases

    If the Audit Exchange Migrated Data option is enabled in the Settings, an Audit Migrated Data button will appear.

    Table

Description automatically generated

    This agent audits the Exchange mailbox post-migration and creates a CSV file in the C:\Program Files\Binary Tree\CMT for Exchange\Logs directory of the workstation used to initiate the audit.

    The CSV file has the following format:

    Column A - UNID

    Column B - NoteID

    Column C - Migration Status (0=Unknown Result Status, 1=Successful, 2= Partially Migrated - Encrypted Body, unable to migrate attachment, but part of the message was converted and is available in Outlook)

    Column D - Message Subject

    The last line of the CSV file states “Audit Completed” when the agent completes. Contact and Group migrations are not included in the audit.  Child documents that are integrated with the parent documents are not be listed in the CSV file.

 

Match all entries using Powershell

7.3  Provisioning Mail-in Databases

Perform the following steps to set up the Exchange mailbox databases.

  1. Select the appropriate Mail-in databases

  2. Click the Set Exchange Mailbox DB button to manually choose a database from a list.

  3. Select a database and then click OK to continue

  4. Select Set Exchange Mailbox DB (Round Robin) to distribute the Mail-in databases across all available Exchange mailbox databases:

Set Exchange Mailbox DB

 


Example of Round Robin: If you have 10 Exchange mailbox databases set to be used and you are provisioning 20 Mail-in databases, Mail-indatabase1 is assigned to Exchange mailbox database 1, Mail-indatabase2 to database 2, and so on. When it reaches the last database, it assigns the next Mail-in database room to Exchange mailbox database 1.

Once complete, the Exchange mailbox database is visible in the Mail-in Database Migration view.

  1. Select the Enable/Create Mail In  view to begin enabling Mail-in databases, set X500 Addresses and set full access; the Set X500 Address button only displays if you selected “Yes to separate the set X500 action” on the User Provisioning Settings tab

To match the selected Mail-In databases:

  1. Expand Preparation and click Provisioning

  2. Click Match selected

  3. The drop-down menu displays four menu options:

 

The following table describes each menu option:

Option

Description

Match selected entries using LDAP

Matches selected Mail-in databases with their corresponding entries in AD using LDAP.

Match Selected users on CAS server

Matches selected Mail-in databases with their corresponding entries in AD on the Exchange CAS server.

Match Selected entries using PowerShell

Matches selected Mail-in databases using PowerShell.

Match all entries using PowerShell

Matches all Mail-in databases using PowerShell.

Match Selected Entries using LDAP

  1. Select the Match selected entries using LDAP menu option

  2. The selected Mail-in databases are matched in AD

  3. Click OK to close the message box

Match Selected users on CAS Server

Use this option if the destination mailbox server and the CAS servers are not the same server.

  1. Select the Match Selected users on CAS server menu option

  2. The selected Mail-in databases are matched on the Exchange CAS server; click OK to close the message box

Match Selected entries using Powershell

  1. Select the Match Selected entries using PowerShell menu option

  2. The selected Mail-in databases are matched using PowerShell; click OK to close the message box

  1. Select the Match all entries using PowerShell menu option

  2. All Mail-in databases are matched using PowerShell; click OK to close the message box

Once the migration is completed, you can update mail routing.

  1. Click the Mail Routing button to set mail routing to Exchange. The Set Mail Routing Back to Notes option is for rolling back if needed.

7.4 Migrating Mail-in Databases

  1. Go to Migration Profiles under the Configuration view in the Navigation Pane; create a profile to migrate the mail in databases to Exchange migrations or a .pst file and save it

  2. Navigate back to the Mail In Database Migration | Migration | Set Migration Profile view in the Navigation Pane

  3. Select the database and then click the Set CMT Migration Profile button

  4. Select the migration profile you created to migrate the mail in databases to a .pst file in the Select Migration Settings dialog box, and click OK.

  5. Click the Migrate view in the Navigation Pane

    Select the database and then click Migrate Mail-In Database.

  6. From the Select Migration Priority dialog box, select a priority and click OK:

    Graphical user interface, application, Word

Description automatically generated

     

  7. Depending on the size of the data being migrated, the transfer may take few minutes to several minutes

  8. The Refresh Migration Status button allows you to refresh the status of the selected mail-in databases

    If the Audit Exchange Migrated Data option is enabled in the Settings, an Audit Migrated Data button will appear.

    Table

Description automatically generated

    This agent audits the Exchange mailbox post-migration and creates a CSV file in the C:\Program Files\Binary Tree\CMT for Exchange\Logs directory of the workstation used to initiate the audit.

    The CSV file has the following format:

    Column A - UNID

    Column B - NoteID

    Column C - Migration Status (0=Unknown Result Status, 1=Successful, 2= Partially Migrated - Encrypted Body, unable to migrate attachment, but part of the message was converted and is available in Outlook)

    Column D - Message Subject

    The last line of the CSV file states “Audit Completed” when the agent completes. Contact and Group migrations are not included in the audit.  Child documents that are integrated with the parent documents are not be listed in the CSV file.

 

7.4 Migrating Mail-in Databases

7.3  Provisioning Mail-in Databases

Perform the following steps to set up the Exchange mailbox databases.

  1. Select the appropriate Mail-in databases

  2. Click the Set Exchange Mailbox DB button to manually choose a database from a list.

  3. Select a database and then click OK to continue

  4. Select Set Exchange Mailbox DB (Round Robin) to distribute the Mail-in databases across all available Exchange mailbox databases:

Set Exchange Mailbox DB

 


Example of Round Robin: If you have 10 Exchange mailbox databases set to be used and you are provisioning 20 Mail-in databases, Mail-indatabase1 is assigned to Exchange mailbox database 1, Mail-indatabase2 to database 2, and so on. When it reaches the last database, it assigns the next Mail-in database room to Exchange mailbox database 1.

Once complete, the Exchange mailbox database is visible in the Mail-in Database Migration view.

  1. Select the Enable/Create Mail In  view to begin enabling Mail-in databases, set X500 Addresses and set full access; the Set X500 Address button only displays if you selected “Yes to separate the set X500 action” on the User Provisioning Settings tab

To match the selected Mail-In databases:

  1. Expand Preparation and click Provisioning

  2. Click Match selected

  3. The drop-down menu displays four menu options:

 

The following table describes each menu option:

Option

Description

Match selected entries using LDAP

Matches selected Mail-in databases with their corresponding entries in AD using LDAP.

Match Selected users on CAS server

Matches selected Mail-in databases with their corresponding entries in AD on the Exchange CAS server.

Match Selected entries using PowerShell

Matches selected Mail-in databases using PowerShell.

Match all entries using PowerShell

Matches all Mail-in databases using PowerShell.

Match Selected Entries using LDAP

  1. Select the Match selected entries using LDAP menu option

  2. The selected Mail-in databases are matched in AD

  3. Click OK to close the message box

Match Selected users on CAS Server

Use this option if the destination mailbox server and the CAS servers are not the same server.

  1. Select the Match Selected users on CAS server menu option

  2. The selected Mail-in databases are matched on the Exchange CAS server; click OK to close the message box

Match Selected entries using Powershell

  1. Select the Match Selected entries using PowerShell menu option

  2. The selected Mail-in databases are matched using PowerShell; click OK to close the message box

Match all entries using Powershell

  1. Select the Match all entries using PowerShell menu option

  2. All Mail-in databases are matched using PowerShell; click OK to close the message box

Once the migration is completed, you can update mail routing.

  1. Click the Mail Routing button to set mail routing to Exchange. The Set Mail Routing Back to Notes option is for rolling back if needed.

7.4 Migrating Mail-in Databases

  1. Go to Migration Profiles under the Configuration view in the Navigation Pane; create a profile to migrate the mail in databases to Exchange migrations or a .pst file and save it

  2. Navigate back to the Mail In Database Migration | Migration | Set Migration Profile view in the Navigation Pane

  3. Select the database and then click the Set CMT Migration Profile button

  4. Select the migration profile you created to migrate the mail in databases to a .pst file in the Select Migration Settings dialog box, and click OK.

  5. Click the Migrate view in the Navigation Pane

    Select the database and then click Migrate Mail-In Database.

  6. From the Select Migration Priority dialog box, select a priority and click OK:

    Graphical user interface, application, Word

Description automatically generated

     

  7. Depending on the size of the data being migrated, the transfer may take few minutes to several minutes

  8. The Refresh Migration Status button allows you to refresh the status of the selected mail-in databases

    If the Audit Exchange Migrated Data option is enabled in the Settings, an Audit Migrated Data button will appear.

    Table

Description automatically generated

    This agent audits the Exchange mailbox post-migration and creates a CSV file in the C:\Program Files\Binary Tree\CMT for Exchange\Logs directory of the workstation used to initiate the audit.

    The CSV file has the following format:

    Column A - UNID

    Column B - NoteID

    Column C - Migration Status (0=Unknown Result Status, 1=Successful, 2= Partially Migrated - Encrypted Body, unable to migrate attachment, but part of the message was converted and is available in Outlook)

    Column D - Message Subject

    The last line of the CSV file states “Audit Completed” when the agent completes. Contact and Group migrations are not included in the audit.  Child documents that are integrated with the parent documents are not be listed in the CSV file.

 

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