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Binary Tree Migrator for Notes 20.11 - Installation and Configuration Guide

Section 1. Introduction Section 2. Installing Binary Tree Migrator for Notes Section 3. Setting Up the Migrator for Notes Domino Database Section 4. Configuring Settings in Migrator for Notes Appendix A: Preparing for Office 365 Migrations Appendix B: Preparing for Office 365 Modern Authentication Appendix C: Creating a Migration Farm Appendix D: Securing Notes Migrator Web Services with Windows Authentication

3.1. Opening the Migrator for Notes Domino Database

During the Migrator for Notes product installation on the first migration workstation, the Migrator for Notes Domino database is automatically copied to the local Notes client Data directory. To set up the Notes database, you need to create a copy of the database on the Domino server, which has access to the user mail files or any other databases that needs to be migrated.


If you are setting up the first workstation for deployment, it is recommended that you make a copy of the Notes database on the server instead of a replica. However, if you go on to deploy more migration workstations; you can create database replicas subsequently. Before copying the database, you need to first open the database.

For a more convenient access to the database, it is recommended that you add the database icon to the Notes client Workspace or bookmark it.

Newer versions of Notes refer to Databases as Applications.

  1. Launch the Lotus Notes client.

  2. Open the Migrator for Notes Domino database from the Notes client menu by clicking File > Database > Open.

  3. The Open Database dialog box appears. Select Migrator for Notes, and then click Open.

  4. The Migrator for Notes database icon is created on the Notes workspace and the database opens:

  1. Once you have added the Migrator for Notes database to the Notes Workspace, double-click the database icon.

3.2. Navigating through Migrator for Notes Domino Database

The Migrator for Notes Domino database interface is divided into two panes. The left pane is the Navigation Pane and the right one is the Data Pane.

The Navigation Pane is used to control what information is displayed in the Data Pane. The Data Pane usually contains one or more buttons across the top of the pane. These buttons are used to perform specific migration tasks or provide online help.

In the guide, items listed in the Navigation Pane are either referred to as documents, views, or sections. For example, click the Settings document to open the Settings Document in a new tab.

Click subsequent documents or sections to expand or change the view in the Data Pane. The Data Pane consists of data pertaining to the selected document along with a set of tools that need to be run on that data. These tools can either be buttons or drop-down menu options. An example of each displays below.

3.3. Progress Summary

The database provides a very useful feature that allows you to analyze the status of migration and display it in a table.

  1. Click Progress Summary.

  2. Click Recalculate to update the Progress Summary table. This updates with the status of the ongoing migration, such as number of completed user migrations or number of pending mail in databases migration.

 

  1. Click Export to Excel to create a Microsoft Excel spreadsheet of the information contained in the Progress Summary.

3.4. Signing a New Notes Database

Migrator for Notes needs proper rights to access various Domino servers, directories, user mail files, and other databases that need to be migrated. Therefore, the database must be signed with a Notes ID with the required access rights before performing any action on the database.

If you do not know how or do not have the authority to set up these access rights, request assistance from the onsite Domino administrator.

  1. Click Progress Summary

 

  1. The Migrator for Notes Domino database displays; click Sign This Database:

  1. The Continue Signing? dialog box displays. Click Yes.

  1. If an Execution Security Alert appears, select Start trusting the signer to execute this action and click OK. The database and all the related documents are successfully signed. Click OK to continue.


After you get past the Execution Security Alert, you may get the following error. This error generates if the Notes ID you have used to sign the database does not have proper rights to access the Domino servers, user mail files, and other databases to be migrated.

To avoid this error, ensure that the Notes ID used has proper rights. Contact your Notes System Administrator Contact for assistance. Check the ACL for this database and add LocalDomainAdmin and <Domino server> with Manager-level access

 

3.5. Preventing Execution Security Alerts

When specific actions are executed for the first time on a Notes database, one or more Execution Security Alerts may display.

Notes protects against any potentially dangerous code executing by informing the user and asking for authorization. Therefore, when Migrator for Notes performs an action, Notes perceives it as a danger and displays a security alert. However, actions performed by Migrator for Notes are safe and should be allowed to execute. There are two ways by which you can prevent security alerts from reappearing. The first method is to authorize the Notes ID that was used to sign the database. To do this, select the Start trusting the signer to execute this action option in the Execution Security Alert, and click OK.

For any action signed by Binary Tree, select the Start trusting the signer to execute this action option and click OK to continue.

Alternately, all Execution Security Alerts can be prevented from reappearing by signing the database. Prior to opening the database, ensure that the Notes ID used to sign the database is trusted by every Notes client and Notes server throughout the organization.


The Execution Security Alert settings are unique for each installation of a Notes client. If the Migrator for Notes Domino database is deployed to multi-workstations, the Execution Security Alerts may display when the database is opened for the first time on each migration workstation.

3.6. Viewing Licensing Agreement

  1. Click View License Agreement from the Data Pane.

  1. The license agreement information displays in a new tab; review the license agreement

  2. Click Accept Terms of License Agreement:

  1. If you do not want to accept the license, click Close and discontinue using the product

3.7. Entering License Key

Binary Tree recommends that you do not apply the license prior to the Domino Server Installation procedure. This may corrupt the license.

  1. Click Enter License Key.

  1. The CMT License dialog box displays indicating the current number of user licenses available and their status. Click No if you do not want to change the current license. Click Yes to enter a license key.

  1. Enter the license key provided by Binary Tree and click OK.

3.2. Navigating through Migrator for Notes Domino Database

3.1. Opening the Migrator for Notes Domino Database

During the Migrator for Notes product installation on the first migration workstation, the Migrator for Notes Domino database is automatically copied to the local Notes client Data directory. To set up the Notes database, you need to create a copy of the database on the Domino server, which has access to the user mail files or any other databases that needs to be migrated.


If you are setting up the first workstation for deployment, it is recommended that you make a copy of the Notes database on the server instead of a replica. However, if you go on to deploy more migration workstations; you can create database replicas subsequently. Before copying the database, you need to first open the database.

For a more convenient access to the database, it is recommended that you add the database icon to the Notes client Workspace or bookmark it.

Newer versions of Notes refer to Databases as Applications.

  1. Launch the Lotus Notes client.

  2. Open the Migrator for Notes Domino database from the Notes client menu by clicking File > Database > Open.

  3. The Open Database dialog box appears. Select Migrator for Notes, and then click Open.

  4. The Migrator for Notes database icon is created on the Notes workspace and the database opens:

  1. Once you have added the Migrator for Notes database to the Notes Workspace, double-click the database icon.

The Migrator for Notes Domino database interface is divided into two panes. The left pane is the Navigation Pane and the right one is the Data Pane.

The Navigation Pane is used to control what information is displayed in the Data Pane. The Data Pane usually contains one or more buttons across the top of the pane. These buttons are used to perform specific migration tasks or provide online help.

In the guide, items listed in the Navigation Pane are either referred to as documents, views, or sections. For example, click the Settings document to open the Settings Document in a new tab.

Click subsequent documents or sections to expand or change the view in the Data Pane. The Data Pane consists of data pertaining to the selected document along with a set of tools that need to be run on that data. These tools can either be buttons or drop-down menu options. An example of each displays below.

3.3. Progress Summary

The database provides a very useful feature that allows you to analyze the status of migration and display it in a table.

  1. Click Progress Summary.

  2. Click Recalculate to update the Progress Summary table. This updates with the status of the ongoing migration, such as number of completed user migrations or number of pending mail in databases migration.

 

  1. Click Export to Excel to create a Microsoft Excel spreadsheet of the information contained in the Progress Summary.

3.4. Signing a New Notes Database

Migrator for Notes needs proper rights to access various Domino servers, directories, user mail files, and other databases that need to be migrated. Therefore, the database must be signed with a Notes ID with the required access rights before performing any action on the database.

If you do not know how or do not have the authority to set up these access rights, request assistance from the onsite Domino administrator.

  1. Click Progress Summary

 

  1. The Migrator for Notes Domino database displays; click Sign This Database:

  1. The Continue Signing? dialog box displays. Click Yes.

  1. If an Execution Security Alert appears, select Start trusting the signer to execute this action and click OK. The database and all the related documents are successfully signed. Click OK to continue.


After you get past the Execution Security Alert, you may get the following error. This error generates if the Notes ID you have used to sign the database does not have proper rights to access the Domino servers, user mail files, and other databases to be migrated.

To avoid this error, ensure that the Notes ID used has proper rights. Contact your Notes System Administrator Contact for assistance. Check the ACL for this database and add LocalDomainAdmin and <Domino server> with Manager-level access

 

3.5. Preventing Execution Security Alerts

When specific actions are executed for the first time on a Notes database, one or more Execution Security Alerts may display.

Notes protects against any potentially dangerous code executing by informing the user and asking for authorization. Therefore, when Migrator for Notes performs an action, Notes perceives it as a danger and displays a security alert. However, actions performed by Migrator for Notes are safe and should be allowed to execute. There are two ways by which you can prevent security alerts from reappearing. The first method is to authorize the Notes ID that was used to sign the database. To do this, select the Start trusting the signer to execute this action option in the Execution Security Alert, and click OK.

For any action signed by Binary Tree, select the Start trusting the signer to execute this action option and click OK to continue.

Alternately, all Execution Security Alerts can be prevented from reappearing by signing the database. Prior to opening the database, ensure that the Notes ID used to sign the database is trusted by every Notes client and Notes server throughout the organization.


The Execution Security Alert settings are unique for each installation of a Notes client. If the Migrator for Notes Domino database is deployed to multi-workstations, the Execution Security Alerts may display when the database is opened for the first time on each migration workstation.

3.6. Viewing Licensing Agreement

  1. Click View License Agreement from the Data Pane.

  1. The license agreement information displays in a new tab; review the license agreement

  2. Click Accept Terms of License Agreement:

  1. If you do not want to accept the license, click Close and discontinue using the product

3.7. Entering License Key

Binary Tree recommends that you do not apply the license prior to the Domino Server Installation procedure. This may corrupt the license.

  1. Click Enter License Key.

  1. The CMT License dialog box displays indicating the current number of user licenses available and their status. Click No if you do not want to change the current license. Click Yes to enter a license key.

  1. Enter the license key provided by Binary Tree and click OK.

3.3. Progress Summary

3.1. Opening the Migrator for Notes Domino Database

During the Migrator for Notes product installation on the first migration workstation, the Migrator for Notes Domino database is automatically copied to the local Notes client Data directory. To set up the Notes database, you need to create a copy of the database on the Domino server, which has access to the user mail files or any other databases that needs to be migrated.


If you are setting up the first workstation for deployment, it is recommended that you make a copy of the Notes database on the server instead of a replica. However, if you go on to deploy more migration workstations; you can create database replicas subsequently. Before copying the database, you need to first open the database.

For a more convenient access to the database, it is recommended that you add the database icon to the Notes client Workspace or bookmark it.

Newer versions of Notes refer to Databases as Applications.

  1. Launch the Lotus Notes client.

  2. Open the Migrator for Notes Domino database from the Notes client menu by clicking File > Database > Open.

  3. The Open Database dialog box appears. Select Migrator for Notes, and then click Open.

  4. The Migrator for Notes database icon is created on the Notes workspace and the database opens:

  1. Once you have added the Migrator for Notes database to the Notes Workspace, double-click the database icon.

3.2. Navigating through Migrator for Notes Domino Database

The Migrator for Notes Domino database interface is divided into two panes. The left pane is the Navigation Pane and the right one is the Data Pane.

The Navigation Pane is used to control what information is displayed in the Data Pane. The Data Pane usually contains one or more buttons across the top of the pane. These buttons are used to perform specific migration tasks or provide online help.

In the guide, items listed in the Navigation Pane are either referred to as documents, views, or sections. For example, click the Settings document to open the Settings Document in a new tab.

Click subsequent documents or sections to expand or change the view in the Data Pane. The Data Pane consists of data pertaining to the selected document along with a set of tools that need to be run on that data. These tools can either be buttons or drop-down menu options. An example of each displays below.

The database provides a very useful feature that allows you to analyze the status of migration and display it in a table.

  1. Click Progress Summary.

  2. Click Recalculate to update the Progress Summary table. This updates with the status of the ongoing migration, such as number of completed user migrations or number of pending mail in databases migration.

 

  1. Click Export to Excel to create a Microsoft Excel spreadsheet of the information contained in the Progress Summary.

3.4. Signing a New Notes Database

Migrator for Notes needs proper rights to access various Domino servers, directories, user mail files, and other databases that need to be migrated. Therefore, the database must be signed with a Notes ID with the required access rights before performing any action on the database.

If you do not know how or do not have the authority to set up these access rights, request assistance from the onsite Domino administrator.

  1. Click Progress Summary

 

  1. The Migrator for Notes Domino database displays; click Sign This Database:

  1. The Continue Signing? dialog box displays. Click Yes.

  1. If an Execution Security Alert appears, select Start trusting the signer to execute this action and click OK. The database and all the related documents are successfully signed. Click OK to continue.


After you get past the Execution Security Alert, you may get the following error. This error generates if the Notes ID you have used to sign the database does not have proper rights to access the Domino servers, user mail files, and other databases to be migrated.

To avoid this error, ensure that the Notes ID used has proper rights. Contact your Notes System Administrator Contact for assistance. Check the ACL for this database and add LocalDomainAdmin and <Domino server> with Manager-level access

 

3.5. Preventing Execution Security Alerts

When specific actions are executed for the first time on a Notes database, one or more Execution Security Alerts may display.

Notes protects against any potentially dangerous code executing by informing the user and asking for authorization. Therefore, when Migrator for Notes performs an action, Notes perceives it as a danger and displays a security alert. However, actions performed by Migrator for Notes are safe and should be allowed to execute. There are two ways by which you can prevent security alerts from reappearing. The first method is to authorize the Notes ID that was used to sign the database. To do this, select the Start trusting the signer to execute this action option in the Execution Security Alert, and click OK.

For any action signed by Binary Tree, select the Start trusting the signer to execute this action option and click OK to continue.

Alternately, all Execution Security Alerts can be prevented from reappearing by signing the database. Prior to opening the database, ensure that the Notes ID used to sign the database is trusted by every Notes client and Notes server throughout the organization.


The Execution Security Alert settings are unique for each installation of a Notes client. If the Migrator for Notes Domino database is deployed to multi-workstations, the Execution Security Alerts may display when the database is opened for the first time on each migration workstation.

3.6. Viewing Licensing Agreement

  1. Click View License Agreement from the Data Pane.

  1. The license agreement information displays in a new tab; review the license agreement

  2. Click Accept Terms of License Agreement:

  1. If you do not want to accept the license, click Close and discontinue using the product

3.7. Entering License Key

Binary Tree recommends that you do not apply the license prior to the Domino Server Installation procedure. This may corrupt the license.

  1. Click Enter License Key.

  1. The CMT License dialog box displays indicating the current number of user licenses available and their status. Click No if you do not want to change the current license. Click Yes to enter a license key.

  1. Enter the license key provided by Binary Tree and click OK.

3.4. Signing a New Notes Database

3.1. Opening the Migrator for Notes Domino Database

During the Migrator for Notes product installation on the first migration workstation, the Migrator for Notes Domino database is automatically copied to the local Notes client Data directory. To set up the Notes database, you need to create a copy of the database on the Domino server, which has access to the user mail files or any other databases that needs to be migrated.


If you are setting up the first workstation for deployment, it is recommended that you make a copy of the Notes database on the server instead of a replica. However, if you go on to deploy more migration workstations; you can create database replicas subsequently. Before copying the database, you need to first open the database.

For a more convenient access to the database, it is recommended that you add the database icon to the Notes client Workspace or bookmark it.

Newer versions of Notes refer to Databases as Applications.

  1. Launch the Lotus Notes client.

  2. Open the Migrator for Notes Domino database from the Notes client menu by clicking File > Database > Open.

  3. The Open Database dialog box appears. Select Migrator for Notes, and then click Open.

  4. The Migrator for Notes database icon is created on the Notes workspace and the database opens:

  1. Once you have added the Migrator for Notes database to the Notes Workspace, double-click the database icon.

3.2. Navigating through Migrator for Notes Domino Database

The Migrator for Notes Domino database interface is divided into two panes. The left pane is the Navigation Pane and the right one is the Data Pane.

The Navigation Pane is used to control what information is displayed in the Data Pane. The Data Pane usually contains one or more buttons across the top of the pane. These buttons are used to perform specific migration tasks or provide online help.

In the guide, items listed in the Navigation Pane are either referred to as documents, views, or sections. For example, click the Settings document to open the Settings Document in a new tab.

Click subsequent documents or sections to expand or change the view in the Data Pane. The Data Pane consists of data pertaining to the selected document along with a set of tools that need to be run on that data. These tools can either be buttons or drop-down menu options. An example of each displays below.

3.3. Progress Summary

The database provides a very useful feature that allows you to analyze the status of migration and display it in a table.

  1. Click Progress Summary.

  2. Click Recalculate to update the Progress Summary table. This updates with the status of the ongoing migration, such as number of completed user migrations or number of pending mail in databases migration.

 

  1. Click Export to Excel to create a Microsoft Excel spreadsheet of the information contained in the Progress Summary.

Migrator for Notes needs proper rights to access various Domino servers, directories, user mail files, and other databases that need to be migrated. Therefore, the database must be signed with a Notes ID with the required access rights before performing any action on the database.

If you do not know how or do not have the authority to set up these access rights, request assistance from the onsite Domino administrator.

  1. Click Progress Summary

 

  1. The Migrator for Notes Domino database displays; click Sign This Database:

  1. The Continue Signing? dialog box displays. Click Yes.

  1. If an Execution Security Alert appears, select Start trusting the signer to execute this action and click OK. The database and all the related documents are successfully signed. Click OK to continue.


After you get past the Execution Security Alert, you may get the following error. This error generates if the Notes ID you have used to sign the database does not have proper rights to access the Domino servers, user mail files, and other databases to be migrated.

To avoid this error, ensure that the Notes ID used has proper rights. Contact your Notes System Administrator Contact for assistance. Check the ACL for this database and add LocalDomainAdmin and <Domino server> with Manager-level access

 

3.5. Preventing Execution Security Alerts

When specific actions are executed for the first time on a Notes database, one or more Execution Security Alerts may display.

Notes protects against any potentially dangerous code executing by informing the user and asking for authorization. Therefore, when Migrator for Notes performs an action, Notes perceives it as a danger and displays a security alert. However, actions performed by Migrator for Notes are safe and should be allowed to execute. There are two ways by which you can prevent security alerts from reappearing. The first method is to authorize the Notes ID that was used to sign the database. To do this, select the Start trusting the signer to execute this action option in the Execution Security Alert, and click OK.

For any action signed by Binary Tree, select the Start trusting the signer to execute this action option and click OK to continue.

Alternately, all Execution Security Alerts can be prevented from reappearing by signing the database. Prior to opening the database, ensure that the Notes ID used to sign the database is trusted by every Notes client and Notes server throughout the organization.


The Execution Security Alert settings are unique for each installation of a Notes client. If the Migrator for Notes Domino database is deployed to multi-workstations, the Execution Security Alerts may display when the database is opened for the first time on each migration workstation.

3.6. Viewing Licensing Agreement

  1. Click View License Agreement from the Data Pane.

  1. The license agreement information displays in a new tab; review the license agreement

  2. Click Accept Terms of License Agreement:

  1. If you do not want to accept the license, click Close and discontinue using the product

3.7. Entering License Key

Binary Tree recommends that you do not apply the license prior to the Domino Server Installation procedure. This may corrupt the license.

  1. Click Enter License Key.

  1. The CMT License dialog box displays indicating the current number of user licenses available and their status. Click No if you do not want to change the current license. Click Yes to enter a license key.

  1. Enter the license key provided by Binary Tree and click OK.

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