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Binary Tree Migrator for Notes 20.11 - 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 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 Third Party Components

Appendix A: Preparing for Office 365 Migrations

The following additional requirements and procedures are required when preparing for migrations where the target location is Office 365.

Additional Requirements


  • Microsoft Online Services Sign-In Assistant -required on every workstation that will log into Office 365

  • Azure Active Directory Module for Windows PowerShell (64-bit version)


  • 1 or 2 (recommended) Global Administration Tenant-only Accounts in Office 365

  • 1 Standard Tenant-only Mailbox Enabled Account for every two workstations. These accounts are configured through the Connectivity Tester for use in Outlook by the migration worker. These accounts have to be in an Office 365 Mail Enabled Security group for Full Access permissions access to the target mailboxes. 

  • The migration workstation needs a Windows local admin account to login.

Additional Procedures

In addition to the typical procedures to prepare for migrations, the following steps are needed for migrations to Office 365:

  1. Run the Single Sign-In Assistant

  2. Create Full Access Security Groups in Office 365 - this process should be run just after an account is activated, which enables the user’s Exchange mailbox.  Once this is complete, permission to that mailbox will be set using the group created during this procedure.

To create a security group in Office 365:

  1. Log into the Office 365 portal at after and then click the “Admin” drop down menu and select “Exchange”. 

  2. Click on the “Groups” link to refresh the page.

  3. To create a security group, click the “New” (Plus Sign) action.

  4. :

  1. To populate the membership list with all the proper accounts, click the “Add” action under the “Members” section.

  2. An Address List will appear. Perform a broad search term for all the accounts you require and then elect all the accounts you would like to add.

  1. Click the “Add” action to populate the field.

  2. Click the “OK” action to populate the form. 

  3. Once the add list closed, select the “Save” action at the bottom of the New Group form. 

  4. Once the form is saved and closed, select the group you just created from the Distribution List view. 

  5. Double click the entry to display the group’s properties.

  1. Place a check mark in the “Hide this group from the shared address book” option in order to prevent end-users from using our group for email purposes.

  2. Click the “Save” action to complete the process.

  3. If you have additional members to add in the future follow this process but now expand the membership list to add or remove certain accounts from the group.

  1. Run the Single Sign-In Assistant and Windows Azure on the Migration Control Center.

  2. Set up remote PowerShell - To run any cmdlets in Office 365, an account that has the "Global Administrator" role assigned to it is required. 

To setup a workstation to access everything via PowerShell:

  1. Launch PowerShell as an administrator. At the prompt, type:  

Set-ExecutionPolicy Unrestricted 

  1. To authenticate using Remote PowerShell of O365-MT:

$Cred = Get-Credential ""

$Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri -Credential $Cred -Authentication Basic –AllowRedirection 

Import-PSSession $Session 

Import-Module msonline

Connect-MsolService -Credential $Cred

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