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Binary Tree Migrator for Notes 20.11 - User Guide

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 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

Export Selected Docs to CSV

Migrator for Notes allows users to set specific field data through an Excel import and for export view data to Excel or comma separated text files (csv).

These options can be access through the Notes Action menu under the 1. Work with Files drop down menu:

Import any field value from Excel

An Excel spreadsheet can be configured with specific column Headers to represent Notes field items on account entries in the Migrator for Notes application. When imported, the field values on the account documents will be updated in the Migrator for Notes application with the relevant data in the Excel spreadsheet.

 


This process does not import accounts into the Migrator for Notes application, it is only intended to update field values on previously imported accounts.

The Excel spreadsheet should have the first column configured with either the Internet Address or the Short Name to locate the account entries that need to be updated. The import process is the same as the Import Selected Users From Excel option.

Any Notes data field can be updated through the Excel import and will overwrite existing Notes field data.

 

 

Export Current View to Excel

Data on any view within Migrator for Notes can be exported to an Excel spreadsheet.

Once a view is selected, all data in the Data Pane, along with their corresponding column headers, can be exported.

The selected account data on any view within Migrator for Notes can be exported to a text file. Once entries in the Data Pane are selected, all data, along with their corresponding column headers, can be exported to a .csv file.

 

Drop Users From Migration Groups with Excel

Account entries can be removed from Migration Groups in the Migrator for Notes application through an Excel spreadsheet import process. The Migration Group for the accounts will be changed back to the No Migration Group Set status.

The Excel spreadsheet should have the first column configured with either the Internet Address or the Short Name to locate the account entries that need to be updated. The import process is the same as the Import Selected Users From Excel option.

 

Drop Users From Migration Groups with Excel

Migrator for Notes allows users to set specific field data through an Excel import and for export view data to Excel or comma separated text files (csv).

These options can be access through the Notes Action menu under the 1. Work with Files drop down menu:

Import any field value from Excel

An Excel spreadsheet can be configured with specific column Headers to represent Notes field items on account entries in the Migrator for Notes application. When imported, the field values on the account documents will be updated in the Migrator for Notes application with the relevant data in the Excel spreadsheet.

 


This process does not import accounts into the Migrator for Notes application, it is only intended to update field values on previously imported accounts.

The Excel spreadsheet should have the first column configured with either the Internet Address or the Short Name to locate the account entries that need to be updated. The import process is the same as the Import Selected Users From Excel option.

Any Notes data field can be updated through the Excel import and will overwrite existing Notes field data.

 

 

Export Current View to Excel

Data on any view within Migrator for Notes can be exported to an Excel spreadsheet.

Once a view is selected, all data in the Data Pane, along with their corresponding column headers, can be exported.

Export Selected Docs to CSV

The selected account data on any view within Migrator for Notes can be exported to a text file. Once entries in the Data Pane are selected, all data, along with their corresponding column headers, can be exported to a .csv file.

 

Account entries can be removed from Migration Groups in the Migrator for Notes application through an Excel spreadsheet import process. The Migration Group for the accounts will be changed back to the No Migration Group Set status.

The Excel spreadsheet should have the first column configured with either the Internet Address or the Short Name to locate the account entries that need to be updated. The import process is the same as the Import Selected Users From Excel option.

 

Appendix D: Item Processing Results

The following results are returned for individual items when migrating and are recorded in the migration log:

  • Success – Processing of item completed as expected and the corresponding item was created or updated in Exchange

  • Error – A serious failure in processing the item/user has occurred.  Possible failures include:

    • Failed to open Source Mail file, DB information or a Document

    • Failure to get Document counts from collection

    • Initialization failures (missing settings files, templates, and so on)

    • No documents selected by filtering to be processed

    • Critical fields missing from documents  

  • Warning – Unusual data or condition exists, but the item may have been processed. Log entries of the minor issue are provided

    • Examples include missing fields in Notes or invalid data

    • Some warnings may later be reported as errors if the missing data has no alternates and processing of the item cannot continue

    • The item is marked as processed

  • Skipped – The Item cannot be processed due to filtering, bad data, duplicate of previously processed item, and so on; skipped items will no longer return a warning or error

    • The item is not marked as processed

 


The level of detail in the logs may vary depending on the migration profile settings for the log level.

 

Appendix E: Migration Result Statuses

The following results are returned to the migration controller server for the overall migration status of all items:

  • Migrated Successfully – Completed processing all items, no problems during initialization, no critical errors encountered; there may be non-critical Warnings, Errors or failures during individual document processing, but these do not stop the migration; the migration will still be considered successful even if there are document warnings or errors

  • Migration Failed – Critical errors/failures encountered that prevent the migration from continuing/completing; this status is typically caused by network/server connectivity problems

  • Terminated Abnormally – This status is set by the migration worker when CMTProxy.exe (migration engine) crashes; this is typically caused by corrupt source data, a Notes client crash or Exchange terminating the migration connection

  • Failed to Initialize – Incorrect/Incompatible configuration settings, missing configuration or reference files, failure to connect to source or destination servers, and so on; no data is migrated

  • Migration cancelled – Manual cancellation of the migration the user

  • Not Queued: Migration history is pending update – The migration was not started due to the history of a previous migration not being updated

  • Migration failed: Exchange is not available – The migration failed because Exchange was not available

  • Nothing in Source File – The source mailfile is able to open but does not contain any data

  • Source Database Not Initialized – The source mailfile fails to open with “Database Not Initialized”

  • AutoDiscover Failure – The Target mailbox fails to connect with Autodiscover

     


Additional details for a migration can be viewed in the migration log. Most commonly encountered errors with resolutions can be found in the Knowledge Base that is hosted on the product web site under the Support section.


A migration of an account can be marked as Migrated Successfully but have non-critical errors for individual source Notes documents items. The individual items with errors will not necessarily have migrated correctly. If there are errors recorded during a successful migration the error count will be shown in the Migrator for Notes Migration views. These can be checked in the Migration Log for the account and verified. For example, the end user did not decrypt source Notes messages or a source Notes document did not have all expected field data. In these cases, the migration is considered as successful as the source data for individual documents could not be processed but the migration was not aborted by either Notes or Outlook. Re-migrating the account could potentially resolve these errors. In cases where specific details are required a migration profile with Verbose logging enabled should be used to re-migrate an account.

Set Migration Status

To manually update the status of migrated items, follow the steps below.

  1. Expand the Migration | Advanced view; select rooms and resources in the Data Pane

  2. At the top menu, click Actions | Other; the Run Agent dialog box will open

  3. Select Set Migration Status and click Run:

  4. From the Set Migration Status dialog box, then, for example, select Ready to Process and click OK:

  5. A status message box displays showing that the migration status will be changed for the selected rooms; click Yes to confirm

    Notice that the selected rooms and resources are now listed under the applied status:

Set Migration Group

  1. At the top menu, click Actions | Other; the Run Agent dialog box will open

  2. Select Set Migration Group in the dialog box and click Run:

  3. Specify the migration group name in the Migration Group dialog box and click OK:

  1. A status message box displays showing that the migration group will be changed for the selected rooms; click Yes to confirm

    Notice that the selected rooms and resources are now listed under the applied status:

Set Migration Workstation

  1. At the top menu, click Actions | Other; the Run Agent dialog box will open

  2. Select Set Migration Workstation in the dialog box and click Run:

 

  1. From the Set Migration Workstation dialog box, select a workstation on which to run the selected users’ migrations, and then click OK:

  2. A confirmation box appears; click Yes to confirm that you want the selected migration workstation to be set for selected rooms and resources

  3. A status message box displays showing that the migration workstation will be set for the selected rooms; click Yes to confirm

    Notice that the selected rooms and resources are now listed under the applied status

Clear Migration Status

  1. In the same way, you can clear set migration status, migration group, and migration workstation by selecting appropriate options; if you do not set the migration workstation manually, Migrator for Notes will automatically farm the migration job out to the next available worker in the migration farm

  2. Select the rooms and the resources, then click the Additional Actions button to display its drop-down menu options:

    The drop-down menu options are as follows:

Option

Description

Clear Selected DB(s) and re-populate

Selected room or resource will be cleared and then repopulated to import the updated information

Delete Selected DB(s)

Selected room or resource will be deleted from the Migrator for Notes database as well as the database into which the rooms or resources schedule was exported

 

  1. After you have performed all the pre-migration actions on the rooms and resources, go back to the Migrate view

  2. Select all the rooms and resources you wish to migrate then click the Migrate Rooms & Resources button in the Data Pane toolbar

  3. The Select Migration Priority dialog box appears; click OK to trigger the migration:

    Depending on the size of the data being migrated, the transfer may take from few minutes to several minutes

  4. The Refresh Migration Status button allows you to refresh the status of the selected rooms and resources

     

Set Migration MCC

In some cases, you have the option to set the Migration MCC. Refer to the chart below for a description of these MCC options:

 


This option should only be used in cases where more than 120 migration workers are required and an additional migration control center server cannot be deployed.

 

Option

Description

Set Migration MCC

Appears only if multiple Migration Control Centers (MCCs) are enabled on the Migrator for Notes Settings | Other Settings | Enable Advanced Features

 

Allows you to manually assign a Migration Control Centers (MCC) to process an item’s data

Clear Migration MCC

Appears only if multiple Migration Control Centers (MCCs) are enabled; Allows you to clear the Migration MCC assigned to item(s)

 

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