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Binary Tree Migrator for Notes 20.12.1 - 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 About us Technical support resources 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 Third-party Contributions

Upgrading from 4.6.X

Upgrading a Migration Farm

Perform the following steps to upgrade your existing farm.

  1. Run an in-place upgrade on the controller by clicking the "Notes Migrator Setup XX.XX. This will upgrade the controller machine. Ensure that there are no migrations running during this process.


Make sure to make a backup copy of your Notes Migrator SQL database. This can be done through the SQL Management Studio by right clicking the database and selecting Tasks | Backup.

  1. Make a design template of the "Notes Migrator.nsf" which will be located in C:\Program Files\Binary Tree\CMT for Exchange\Notes Tools after the upgrade.  This can be accomplished by:

    1. Double clicking on the Notes Migrator.nsf file located in the C:\Program Files\Binary Tree\CMT for Exchange\Notes Tools on the controller machine.

    2. This will load the notes client and open the database on the controller.  From the Notes client menu choose File/Application/New copy.  The file copy dialog window will open.  Make a copy of the database giving it a "NTF" extension instead of a "NSF"extension.

    3. Open your Notes Migrator database on your domino server.  With the file open, choose from the Notes client menu, File/Application/Design Replace.  The design template dialog will open, choose your newly created template from the list of templates and hit ok.

    4. Sign the Notes Migrator database with your current Notes ID, this on the Progress Summary page.


Make sure to make a backup copy of your Notes Migrator database on the domino server for safety purposes. This can be a Notes copy of the .nsf database to the Local Notes workstation.

  1. The workers will automatically upgrade.  The workers check in with the controller and when the worker finds it’s at a lower release then the controller, it will automatically upgrade itself by automatically running the Notes Migrator Worker XX.XX MSI.


The existing status for all migration accounts will be retained including the migration system licensing.

 

The process is the same as above except step 3.  You must manually run the Notes Migrator Worker XX.XX.msi on all workers to upgrade to the latest software.

 

Upgrading from 3.8x, 4.0, 4.5

For these releases,  the worker software will need to be completely removed first, along with uninstalling the controller as well.

  1. Uninstall all the workers by going to each worker and running the uninstall program from the control panel.  This will remove the worker installation and unregister the workers from the controller.

  2. Uninstall the Notes Migrator program the control panel on the controller.  This will remove all the software from the controller machine.   Run the Notes Migrator Setup XX.XX on the controller machine.

 

Upgrading from 3.8x, 4.0, 4.5

Upgrading a Migration Farm

Perform the following steps to upgrade your existing farm.

  1. Run an in-place upgrade on the controller by clicking the "Notes Migrator Setup XX.XX. This will upgrade the controller machine. Ensure that there are no migrations running during this process.


Make sure to make a backup copy of your Notes Migrator SQL database. This can be done through the SQL Management Studio by right clicking the database and selecting Tasks | Backup.

  1. Make a design template of the "Notes Migrator.nsf" which will be located in C:\Program Files\Binary Tree\CMT for Exchange\Notes Tools after the upgrade.  This can be accomplished by:

    1. Double clicking on the Notes Migrator.nsf file located in the C:\Program Files\Binary Tree\CMT for Exchange\Notes Tools on the controller machine.

    2. This will load the notes client and open the database on the controller.  From the Notes client menu choose File/Application/New copy.  The file copy dialog window will open.  Make a copy of the database giving it a "NTF" extension instead of a "NSF"extension.

    3. Open your Notes Migrator database on your domino server.  With the file open, choose from the Notes client menu, File/Application/Design Replace.  The design template dialog will open, choose your newly created template from the list of templates and hit ok.

    4. Sign the Notes Migrator database with your current Notes ID, this on the Progress Summary page.


Make sure to make a backup copy of your Notes Migrator database on the domino server for safety purposes. This can be a Notes copy of the .nsf database to the Local Notes workstation.

  1. The workers will automatically upgrade.  The workers check in with the controller and when the worker finds it’s at a lower release then the controller, it will automatically upgrade itself by automatically running the Notes Migrator Worker XX.XX MSI.


The existing status for all migration accounts will be retained including the migration system licensing.

 

Upgrading from 4.6.X

The process is the same as above except step 3.  You must manually run the Notes Migrator Worker XX.XX.msi on all workers to upgrade to the latest software.

 

For these releases,  the worker software will need to be completely removed first, along with uninstalling the controller as well.

  1. Uninstall all the workers by going to each worker and running the uninstall program from the control panel.  This will remove the worker installation and unregister the workers from the controller.

  2. Uninstall the Notes Migrator program the control panel on the controller.  This will remove all the software from the controller machine.   Run the Notes Migrator Setup XX.XX on the controller machine.

 

Appendix D: Securing Notes Migrator Web Services with Windows Authentication

During a default install of Notes Migrator, the web services are configured such that they are accessible via browser by anonymous users.  In situations that require web services to be secured, you can configure the web services to use Windows authentication.

The process for securing Notes Migrator web services includes:

  • Installing Notes Migrator (following the steps found in this guide).

  • Securing the CMT_XMLServer and CMTMonitor web sites in IIS.

  • Verifying the CMT_XMLServer and CMTMonitor sites are secured.

It is recommended that a secondary computer that is not part of the Active Directory domain or a user that is not part of the group being granted access to the web services be used to verify security is working correctly.  


Any workstation that will manage the data migration using the Notes Migrator.nsf Notes database must have CMTeService component installed, and must be logged in to an account that has access to the CMT XML server in IIS.

Enable Windows Authentication on CMT_XMLServer

  1. Expand Web services in the Internet Information Services (IIS) management console, and select the CMT_XMLServer site; open the Authentication options:

  1. Select Anonymous Authentication, and click Disable:

  1. In the Authentication options, select Windows Authentication, and click Enable:

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