Migrator for Notes to Exchange 4.15.2 - Administration Guide

Operations screen when migrating to Office 365, with Microsoft's AD sync

When migrating to Office 365 and using Microsoft’s AD synchronization tool, the Operations screen offers these checkbox options:

IMPORTANT: This Prepare local AD accounts feature is a necessary administrative step that must precede running the MS AD sync, and must precede running this Wizard for any other function. After running MS AD sync, you must run this Data Migration Wizard again and Set Office 365 resource capacity (below) to complete mailbox-enabling in Office 365.

NOTE: When you select Prepare local AD accounts, all other options are disabled (grayed out). When you select any other option, the Prepare Local AD accounts option is disabled.

NOTE: By default, the wizard preserves ACL information as it migrates Notes source data to Exchange. To disable this feature, you can set ACLs=0 in the [General] section of Task Parameters or Global Defaults.

NOTE: If the Notes Data Locator Wizard found a PAB or Archive twice (once by the server and then again by the file system), the Data Migration Wizard will try to migrate it twice. But the file-system attempt will fail and generate an error because the prior successful server access will have locked the file, leaving it inaccessible. The Data Locator Wizard cannot be configured to search using both methods at once, but you could instead run the wizard more than once, selecting different search methods in subsequent runs.

Operations screen when migrating to Office 365, without Microsoft's AD sync

When migrating to Office 365 without Microsoft’s AD sync, the Operations screen offers these checkbox options:

NOTE: By default, the wizard preserves ACL information as it migrates Notes source data to Exchange. To disable this feature, you can set ACLs=0 in the [General] section of Task Parameters or Global Defaults.

NOTE: If the Notes Data Locator Wizard found a PAB or Archive twice (once by the server and then again by the file system), the Data Migration Wizard will try to migrate it twice. But the file-system attempt will fail and generate an error because the prior successful server access will have locked the file, rendering it inaccessible. The Data Locator Wizard cannot be configured to search using both methods at once, but you could instead run the wizard more than once, selecting different search methods in subsequent runs.

Select Office 365 Administrative Operations

This screen appears if you selected the Office 365 administrative functions checkbox on the Operations screen. It lets you select the following options.

NOTE: The Data Migration Wizard can license Office 365 users when the userPrincipalName differs from the primary SMTP address. With this feature, an admin can use Migrator for Notes to Exchange's TSV Import feature to assign alternate UPN values to the SQL database. To do this, from the Export Notes Directory screen: 1 Export the collection's SQL data to a tsv file. 2 Enter the users' UPN values into the UPN column of the tsv file. 3 Import the tsv file back into the SQL database. Migrator for Notes to Exchange will then read the imported UPN values, if they are present in the database, when licensing O365 users. Without this feature the Wizard would simply use the SMTP address for the userPrincipalName, but this can cause issues in environments where the userPrincipalName is different, since the O365 Administrative Operations wizard would not find the users in the target O365 environment.

NOTE: Unable to assign the license error. License plan services may have dependencies on other services. When licensing users, MNE does not validate that the combination of services selected is valid. If you disable a service that another enabled service is dependent on, user licensing will fail with the error Unable to assign the license.

Configure Migration Notification Messages

This screen is displayed if you have chosen to Migrate users on the preceding Operations screen, or if you have selected Send migration notification messages on the Administrative Operations screen. Define the personalized ("mail-merge") notification emails (if any) you want the wizard to send to the users in this collection, and click Next.

The first two checkboxes let you specify whether to send messages to users’ Notes mailboxes only, or Exchange mailboxes only, or both, or neither. The wizard generates these emails by merging a template file with per-user variable values drawn from the collection’s data table in the SQL database. Mark the checkbox for either or both of these message types:

Two text boxes also ask you to specify the SMTP address and Display Name to be identified as the Sender of the messages (usually the migration admin).

For each selected mail-merge message (by checkbox above), you must specify:

NOTE: You can also edit any of the template files to add or delete or modify content to better suit your organization’s needs. For information about editing and creating these template files, see in Appendix A: How Do I Create or Edit a Template for Personalized User-Notification Emails?