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Binary Tree Migrator for Notes 20.12.1 - User Guide for Office 365

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 Mail-In Database Replicas

Mail-In Database Replicas can be created and managed if Replication is enabled. Note that Replication must be enabled and configured in the Replica Settings tab of Settings. Replication views do not appear if Replication is disabled.

To manage replication:

  1. Expand the Mail In Database Migration | Preparation | Create Replicas view

  2. To create replicas, select one or more entries and click the Create Replicas button; the Change Replication Formula option is also available in this view:

  3. Select the date when you want the migration to start; click OK:

  4. In the Select the Staging Server that appears, select the Staging Server that should be used for replica creation; click OK:

     

  5. The Proceed with Replica Creation? window will appear; click Yes

  6. The Results window will appear showing the operation has completed; click Ok; the completed replicas will show in the Data Pane:

  7. Click Compare Replicas; the replica comparison will allow you to compare the original mail-in database and the staging replica

  8. Select a mail-in database from the Data Pane and click the Verify Actions button; select an option from the drop-down menu; a Quick Push Replication option is also available; click the Help button for more information about the replica comparison view:

  9. The following table describes the function of each menu option:

Option

Description

Run Replica Comparison For Selected Users

Allows you to select entries and compare replicas

Set Verification Flag for Selected Users

Allows you to select entries and set a verification flag for them

Remove Verification Flag for Selected Users

Allows you to select entries and remove the verification flag for them

 

  1. You may delete selected mail-in databases from the Delete Replicas view:

  2. Click By Group.

  3. This view gives you the ability set migration status, migration group, migration workstation.

7.4  Provisioning Mail-in Databases

Perform the following steps to set up Office 365 mailboxes:

  • Select the appropriate resource.

  • Select one or more entries and then click the Set Country Code button to select a country code.

  • Select one or more entries and then click the Set Full Access button and select Set Full Access.

  • Select one or more entries and then click the Enable O365 Mailbox button to enable a Mailbox.

    To match the selected Mail-In databases:

  1. Expand Preparation | Provisioning

  2. Select mail-in databases in the Data Pane and then click the Match selected button

  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; cllick 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

Match Selected entries using Powershell

7.3 Mail-In Database Replicas

Mail-In Database Replicas can be created and managed if Replication is enabled. Note that Replication must be enabled and configured in the Replica Settings tab of Settings. Replication views do not appear if Replication is disabled.

To manage replication:

  1. Expand the Mail In Database Migration | Preparation | Create Replicas view

  2. To create replicas, select one or more entries and click the Create Replicas button; the Change Replication Formula option is also available in this view:

  3. Select the date when you want the migration to start; click OK:

  4. In the Select the Staging Server that appears, select the Staging Server that should be used for replica creation; click OK:

     

  5. The Proceed with Replica Creation? window will appear; click Yes

  6. The Results window will appear showing the operation has completed; click Ok; the completed replicas will show in the Data Pane:

  7. Click Compare Replicas; the replica comparison will allow you to compare the original mail-in database and the staging replica

  8. Select a mail-in database from the Data Pane and click the Verify Actions button; select an option from the drop-down menu; a Quick Push Replication option is also available; click the Help button for more information about the replica comparison view:

  9. The following table describes the function of each menu option:

Option

Description

Run Replica Comparison For Selected Users

Allows you to select entries and compare replicas

Set Verification Flag for Selected Users

Allows you to select entries and set a verification flag for them

Remove Verification Flag for Selected Users

Allows you to select entries and remove the verification flag for them

 

  1. You may delete selected mail-in databases from the Delete Replicas view:

  2. Click By Group.

  3. This view gives you the ability set migration status, migration group, migration workstation.

7.4  Provisioning Mail-in Databases

Perform the following steps to set up Office 365 mailboxes:

  • Select the appropriate resource.

  • Select one or more entries and then click the Set Country Code button to select a country code.

  • Select one or more entries and then click the Set Full Access button and select Set Full Access.

  • Select one or more entries and then click the Enable O365 Mailbox button to enable a Mailbox.

    To match the selected Mail-In databases:

  1. Expand Preparation | Provisioning

  2. Select mail-in databases in the Data Pane and then click the Match selected button

  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; cllick 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

Match all entries using Powershell

7.3 Mail-In Database Replicas

Mail-In Database Replicas can be created and managed if Replication is enabled. Note that Replication must be enabled and configured in the Replica Settings tab of Settings. Replication views do not appear if Replication is disabled.

To manage replication:

  1. Expand the Mail In Database Migration | Preparation | Create Replicas view

  2. To create replicas, select one or more entries and click the Create Replicas button; the Change Replication Formula option is also available in this view:

  3. Select the date when you want the migration to start; click OK:

  4. In the Select the Staging Server that appears, select the Staging Server that should be used for replica creation; click OK:

     

  5. The Proceed with Replica Creation? window will appear; click Yes

  6. The Results window will appear showing the operation has completed; click Ok; the completed replicas will show in the Data Pane:

  7. Click Compare Replicas; the replica comparison will allow you to compare the original mail-in database and the staging replica

  8. Select a mail-in database from the Data Pane and click the Verify Actions button; select an option from the drop-down menu; a Quick Push Replication option is also available; click the Help button for more information about the replica comparison view:

  9. The following table describes the function of each menu option:

Option

Description

Run Replica Comparison For Selected Users

Allows you to select entries and compare replicas

Set Verification Flag for Selected Users

Allows you to select entries and set a verification flag for them

Remove Verification Flag for Selected Users

Allows you to select entries and remove the verification flag for them

 

  1. You may delete selected mail-in databases from the Delete Replicas view:

  2. Click By Group.

  3. This view gives you the ability set migration status, migration group, migration workstation.

7.4  Provisioning Mail-in Databases

Perform the following steps to set up Office 365 mailboxes:

  • Select the appropriate resource.

  • Select one or more entries and then click the Set Country Code button to select a country code.

  • Select one or more entries and then click the Set Full Access button and select Set Full Access.

  • Select one or more entries and then click the Enable O365 Mailbox button to enable a Mailbox.

    To match the selected Mail-In databases:

  1. Expand Preparation | Provisioning

  2. Select mail-in databases in the Data Pane and then click the Match selected button

  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; cllick 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

Section 8. Setting Migration Status

The Set Migration Status options is available in the following views:

  • Mail File Migration (2. Office 365) > Preparation > Import Users

  • Mail File Migration (2. Office 365) > Preparation > Advanced

  • Mail File Migration (2. Office 365) > Provisioning > Advanced

  • Room & Resource Migration > Preparation > Import and Copy

  • Room & Resource Migration > Preparation > By Group

  • Room & Resource Migration > Migration > Advanced

  • Mail In Migration > Preparation > Import

  • Mail In Migration > Preparation > By Group

  • Mail In Migration > Migration > Advanced

To set the migration status:

  1. Select items in the Data Pane, and then click the Set Migration Status button:

    The following table describes the function of each menu option:

Option

Description

Set Migration Status

Allows you to set the item’s migration status, such as Schedule Pending, Migration Scheduled, Pending Migration, or Migration Completed Successfully

Set Migration Group

Allows you to assign a group to item(s) to create logical batches for display in Migrator for Notes; This will enable you to  manage a group of entries instead of individually migrating items

Set Migration Workstation

Allows you to manually assign a migration workstation from the farm to process an item’s data. This will enable you to distribute the workload across multiple migration workstations during migration.

 

If you do not set a migration workstation, then the farm will distribute the work automatically.

Clear Migration Status

Allows you to clear the migration status of item(s)

Clear Migration Group

Allows you to clear a migration group assigned to item(s)

Clear Migration Workstation

Allows you to clear the migration workstation assigned to item(s)

 

  1. From the Set Migration Status drop-down menu, select the Set Migration Status menu option; a dialog box appears with a list of status codes you specified in the Required Settings tab

  2. Select a status code, and then click OK:

  3. A confirmation box appears; click Yes to confirm that you want the migration status to be set to the selected status for the selected items:

To set the migration group:

  1. Select users; click the Set Migration Status button. Select the Set Migration Group drop-down menu option:

  2. Specify a name for the migration group in the Migration Group dialog box and click OK:

  3. A confirmation box appears; click Yes; the selected items are in the specified migration group:

If you want items to be migrated on a specific Migration Workstation, you can set it here. Otherwise, they will be distributed across all available workstations.

  1. Select items, then select Set Migration Status > Set Migration Workstations:

  2. The Set Migration Workstation dialog box appears; select a workstation for the selected items where their migration will be carried out, and then click OK:

  3. A confirmation box appears; click Yes to confirm that you want the selected migration workstation to be set for selected items

You can clear set migration status, migration group, and migration workstation by selecting appropriate options.

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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