Before running the Provisioning Wizard, you must:
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Verify that the SQL database contains a column whose per- contact values are unique and match the values for a corresponding AD object attribute. If the database does not contain a populated column suitable for this purpose, you will have to enter appropriate values into the SearchKey column, as described below. The Provisioning Wizard offers these options in a drop-down list box: |
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DisplayName: Copied by Directory Export Wizard from the first value of Notes’ FullName attribute that is not a DN ("CN=Joe Schmoe/O=Acme") or SMTP address (Joe.Schmoe@acme.com) or, if every FullName is a DN or SMTP address, the "CN" portion of the first FullName that is a DN ("CN=xxx/..."). |
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GivenName: Copied by Directory Export Wizard from Notes’ FirstName. |
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Userid: Copied by Directory Export Wizard from the first value of Notes’ ShortName that is not an SMTP address (same as Nickname column below). |
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Surname: Copied by Directory Export Wizard from Notes’ LastName attribute. |
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PhoneticName: Copied by Directory Export Wizard from Notes’ AltFullNameSort attribute. |
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Nickname: Copied by Directory Export Wizard from the first value of Notes’ ShortName that is not an SMTP address (same as Userid column above). |
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EmployeeID: Copied by Directory Export Wizard from Notes’ EmployeeID. |
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SourceAddress: Derived by Directory Export Wizard from the first value of Notes’ FullName attribute that is a DN ("CN=Joe Schmoe/O=OurCompany"), with "CN=" and "O=" stripped out (leaving "Joe Schmoe/OurCompany"). |
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TargetAddress: Copied by the Directory Export Wizard from the Notes InternetAddress. If there is no InternetAddress attribute defined in the Notes person document, the wizard generates a TargetAddress from ShortName@ the default domain (designated on the Find Domains screen). |
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SearchKey: Column not populated by Directory Export Wizard. May be manually populated with user-identifying values (unique per user) that the Provisioning Wizard can use to match objects for merging, if none of the other column options is suitable for the merge process. The procedure to enter (edit) these values is explained separately below. |
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SearchKey2: Column not populated by Directory Export Wizard. May be manually populated with user-identifying values (unique per user) that the Data Migration Wizard can use to properly associate resource accounts with corresponding user accounts, and properly enable mailboxes (used only when Active Directory is configured for a resource forest and a user forest, with corresponding user accounts). This process is explained in Appendix A, under How Do I Prepare the SQL database for Mailbox-Enabling (If AD Is Configured for a Resource Forest and a User Forest)? |
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SourceForwardingAddress: Column not populated by Directory Export Wizard. May be manually populated to contain addresses used by the Data Migration Wizard to forward mail from Notes to Exchange. If this column is empty and the Data Migration Wizard is told to set Notes-to-Exchange forwarding, the wizard will infer suitable values from the values in other database columns. |
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TargetForwardingAddress: Column not populated by Directory Export Wizard. May be manually populated to contain addresses used by the Data Migration Wizard to forward mail from Exchange to Notes. If this column is empty and the Data Migration Wizard is told to set Exchange-to-Notes forwarding, the wizard will infer suitable values from the values in other database columns. |
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Select the collection whose contacts you want to merge, and click Export objects to TSV to export the data to a .tsv (tab-separated values format) file. A dialog box will prompt you for the destination folder and filename. |
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In Notes Migration Manager: Click Import objects from TSV to import the edited .tsv file into the SQL database. A dialog box will prompt you for the filename and its location. |
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Verify that the drop-down list box in the Choose Your Method... screen will offer the AD attribute you want to use for the merge function. By default, the drop-down list box contains these options: |
The Provisioning Wizard is configured on these screens:
Create new configuration or select from existing templates: Drop-down list box offers a choice of selecting a previously saved template to recall for this run of the wizard, or <Create new configuration>. Previously saved templates appear in the list by the Names under which they were saved (see the Name field below).
If you choose <Create new configuration> from the above drop-down list, the wizard displays:
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[ ] Save as template: Checkbox lets you choose between saving your entries in the wizard’s remaining screens as a template for future use —OR— simply running the wizard without saving the settings. |
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[ ] Modify this template: Mark this checkbox if you want to run the wizard this time with one or more entries different from the settings that were imported from the selected template. |
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Delete Selected Template: Click this button if you simply want to delete the selected template from the drop-down list (which will make it unavailable in future runs of the wizard). If you click Delete, the wizard will prompt you to confirm (or cancel) the command. |
In any case, click Next to save your choices and entries on this screen and advance to the next screen.
This screen contains only one field:
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Select the User Collection you want to work with: Use the drop-down list to specify the collection to which you want to apply this Wizard’s functions. |
Then click Next.
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