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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

9.7 Send Delegation Settings email

At this point, if you do not intend to migrate mailbox delegation, you can send the end users a report of their delegation settings; select the users from the view and click on the Optional Actions | Send Delegation Settings Email; you will be asked for confirmation before proceeding:

When you click Yes, the selected users receive an email message similar to the one shown below:

At this stage, you can work with your users to audit and tidy up delegation settings in Notes prior to migration. If users update their delegation settings, you need to rerun the audit agent and the Merge ACL Details agent to capture the most updated data.

Section 10. All Accounts

Summarizes all accounts including Rooms & Resources and Mail in Databases in the Migrator for Notes application.

Section 11. Customer Status Reports

Migration status reports can be manually run or scheduled. Manual reports require Microsoft Excel installed on any workstation when reports are run. Scheduled reports are CSV files and do not require Microsoft Excel. Please ensure that you have populated the Migration Status Report section of the Additional tab in the Required Settings document.

To manually run migration status reports:

  1. Go to the Customer Status Reports view in the Navigation Pane; options to remove entries from the view, refresh the migration status of entries, and set/clear migration status, group, or workstation are available

  2. Click the Customer Status Report button. The drop-down menu displays four options.

    Customer Status Reports View

    The following table describes each menu option.

Option

Description

Send All Migration Status Reports

Sends both the customer and operator status reports in XLS format; This process is run from the local client

Send Migration Status Report to Customer

Sends the customer status reports (simplified) in XLS format; This process is run from the local client

Send Migration Status Report to Operators

Sends the operator status reports (detailed with errors) in XLS format; This process is run from the local client

Compose Final Migration Status Report

Exports all documents in the "Customer Status" view to a CSV file then composes a new memo with the migration summary in the body; Then, it opens the CSV file for any manual editing that maybe required; After which, the file can be saved and attached to the status report

 

To schedule migration status reports:

From the Customer Status Reports view, click the Enable Or Disable Scheduled Agents button; the drop-down menu displays four options:

The following table describes each menu option:

Option

Description

Enable Refresh Migration Status

Runs on a local MCC server/workstation and retrieves the current status of the migrating accounts for the scheduled status reports to operate without requiring manual refreshes

Enable Customer Status Report

Runs on the Domino server and creates a CSV (text) file on the server, composes an email, populates the body with the migration summary totals designed for customers and then sends the message to the customer

Enable Operator Status Report

Runs on the Domino server and creates a CSV (text) file on the server, composes an email, populates the body with the migration summary totals with all errors for an operator to review in details and then sends the message to the operator

Disable Refresh Migration Status

The Refresh Migration Status process is disabled

Disable Customer Status Report

The Customer Status Report process is disabled

Disable Operator Status Report

The Operator Status Report process is disabled

 

 


When selecting agents to run from the local workstation, background agents must be enabled.  To enable this option in Notes:

  1. From the Notes File menu, click Preferences

  2. Expand Accounts and click Basic Notes Client Configuration

  3. Check Enable scheduled local agents

  4. Click OK

To view status report logs:

  1. Click Logs under Customer Status Reports in the Navigation Pane. Refer to the Logs section of this document for more information.

Section 12. Logs

Logs are available from the Navigation Pane. The log record in the Data Pane below shows information about the last time the Custom Status Report agent was run.

  1. Go to the Logs view in the Navigation Pane

  2. If prompted, select a server to search and click OK:

 

 

About us

Quest creates software solutions that make the benefits of new technology real in an increasingly complex IT landscape. From database and systems management, to Active Directory and Office 365 management, and cyber security resilience, Quest helps customers solve their next IT challenge now. Around the globe, more than 130,000 companies and 95% of the Fortune 500 count on Quest to deliver proactive management and monitoring for the next enterprise initiative, find the next solution for complex Microsoft challenges and stay ahead of the next threat. Quest Software. Where next meets now. For more information, visit www.quest.com.

Technical support resources

Technical support is available to Quest customers with a valid maintenance contract and customers who have trial versions. You can access the Quest Support Portal at https://support.quest.com.

The Support Portal provides self-help tools you can use to solve problems quickly and independently, 24 hours a day, 365 days a year. The Support Portal enables you to:

  • Submit and manage a Service Request

  • View Knowledge Base articles

  • Sign up for product notifications

  • Download software and technical documentation

  • View how-to-videos

  • Engage in community discussions

  • Chat with support engineers online

  • View services to assist you with your product.

 

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