Migrator for Notes to Exchange 4.16.3 - Scenarios Guide

Migration to a proprietary Exchange target

A proprietary or on-premises Exchange environment is one in which the hardware and software are under the control of the migrating organization. A proprietary Exchange server typically is on the same premises as the Notes source but could reside elsewhere. This chapter applies only if you are migrating to a proprietary Exchange target. If you are migrating to hosted Exchange, see chapter 3 (Migration to Microsoft 365).

Migration to a proprietary Exchange environment includes a few scenarios depending on whether the organization already has Active Directory (AD) configured and, if so, whether the objects that AD contains are mail-enabled, mailbox-enabled, or neither.

NOTE: A mail-enabled Active Directory object is one with a mail-address attribute for an address outside the Exchange domain so that AD can forward the object mail to its external address. A mailbox-enabled object is one that has an Exchange mailbox. An AD object that is mail-enabled cannot receive mail in Exchange unless it is also mailbox-enabled. A mail-enabled AD object without a mailbox can only forward mail to an object’s external forwarding address.

An organization might have an existing Active Directory in place for login and security purposes. When user accounts already exist in an established AD, Migrator for Notes to Exchange can use these objects to preserve the same credentials and security currently in use within the environment, but the objects must also be mail-enabled and mailbox-enabled before data for these users can be migrated.

Your coexistence strategy also figures into this category of scenarios. For most organizations the migration plans include some form of coexistence which requires extra steps to configure and use.

This chapter provides process instructions and application notes for this group of traditional scenarios.

In these scenarios, Migrator for Notes to Exchange tools are run by administrator accounts that are configured with the necessary permissions to access to directories and user data in both the source and target environments.

Pre-migration preparations

Any migration scenario requires preparation of the source and target environments, configuration of administrator accounts, and preparation of the required software. Most also require configuration of a coexistence strategy. Pre-migration procedures can be time consuming because they include activities spanning multiple environments, configuring applications that will run concurrently to facilitate the migration, and other considerations.

Pre-migration preparations are typically performed only once, before the first users are migrated, and need not be repeated.

The following flow chart illustrates the necessary pre-migration preparations when migrating to a proprietary Exchange target.

The step numbers in the flow chart correspond to the step numbers in the process instructions that follow.

NOTE: This process does not create the user Exchange mailboxes until prior to their migration (per user collection in the Batch migration process) due to the Exchange free/busy limitation explained in chapter 1. See the Important note under Provisioning and mailbox creation for Microsoft 365. If you will not configure free/busy coexistence, you can create Exchange mailboxes earlier in the process in these Pre-Migration Preparations, as long as you also set Exchange-to-Notes mail forwarding for not-yet-migrated Notes users.

Step 1: Install and configure your target Exchange environment

If you have not yet installed and configured your destination Exchange environment, install and configure the Exchange server and Active Directory at this time. Provisioning of Active Directory (if not already provisioned) occurs in a later step.

Step 2: Verify all system requirements are satisfied

All system requirements must be satisfied before you install Migrator for Notes to Exchange (MNE). System Requirements are documented in the MNE Release Notes. The administrator accounts to be used to run the applications and access data and features in the Notes/Domino and in Exchange/AD environments also require specific permissions, as described in the MNE Pre-Migration Planning Guide (see the topic Configuration requirements and account permissions).

If these accounts do not already exist, create and configure them now.