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Binary Tree Migrator for Notes 20.12.1 - 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 11. Customer Status Reports Section 12. Logs About us Technical support resources 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

General Recovery Process:

General Recovery

If a crash condition does occur, then the following procedures should be followed to recover from the failed migration. A failed status in Migrator for Notes will appear as illustrated in the image below.

Depending on the reason why the migration failed, the status may also be set to Migration Cancelled, in which case the same procedure should be followed to recover the migration. As stated earlier, a recovery can be executed on the Migration Control Center or on one of the AWD (Automated Workload Distribution) Migration Workstations within the original set or farm. The following sections outline the procedures for recovery for all scenarios.

  1. Open Migrator for Notes on the Migration Control Center where the migration failed

  1. Under Mail File Migration, expand Migration and click Advanced

  2. Select the user in the Data Pane whose migration failed

  3. Click the Clear or Reset User(s) button in the Data Pane, and select Reset User(s) from the drop-down menu

  4. Open the AWD Migration Workstation where the original migration failed

  5. Right-click on the Migrator for Notes Worker App icon located on the Task Bar, and then select Exit Now to shut down the service:

  6. Right-click on the Windows Bar, then select Task Manager

  7. Close the Outlook.exe process if still running. If the CMTProxy.exe process is still running, you may shut it down

  8. (Optional) You may restart or log-off the workstation to avoid steps 6 – 8

  9. If you restarted, then verify that the original workstation has restarted and the Migrator for Notes Worker App is running again

  10. Go back to the Migration Control Center

  11. Select Migrate in the Mail File Migration -> Migration view; select the user(s) to be migrated in the Data Pane

  12. Select the same profile as previously used for this migration

  13. Select the original workstation or a new workstation to continue the migration process where it left off; AWD assigns a migration workstation when a new migration job is queued, and it may or may not be the original workstation where the crash occurred, but if you want to specify a specific workstation to perform the migration, then you can follow the procedure given below:

    1. Select the user in the Migrate view, click the Change to… button, and select any one of the options to bring the user to the Preparation view

    2. Once moved, go to the Preparation -> Advanced view, and select the user

    3. Click the Set Migration Status button, and select the Set Migration Workstation option from the drop-down menu

    4. From the dialog box, select either the same workstation that originally processed the user or a new one

  14. If migrating to PST, make sure the file is available to the workstation now running the process; if it is not available, then a new PST is created and you may end up with two PSTs; this may not be desirable

  15. Monitor the migration as needed; to recover a failed migration, when you restart a migration, it does not start right from the last message that was migrated. It, in fact, processes every message again just like the first time; however, the recovery table and the migration history allow Migrator for Notes to skip everything that was previously migrated; therefore, the first part of the migration proceeds through all the folders and messages very quickly until it reaches the point where it previously failed, then it slows down as it starts moving data again

  16. The migration should complete with a status of Migrated Successfully unless it encounters a new error, in which case follow the same process to recover

The final sections will cover each variant within this procedure so you may gain a better understanding of how the feature operates with respect to your migration project. 

Recovery to Exchange

Recovery from a migration failure to a Microsoft Exchange mailbox is a very simple process whether you are recovering from the original workstation or a secondary one as long as the original AWD farm is utilized.

  1. Open Migrator for Notes on the Migration Control Center where the migration failed

  2. Under Mail File Migration, expand Migration and click Advanced

  3. Select the user in the Data Pane whose migration failed

  4. Click the Clear or Reset User(s) button in the Data Pane and select Reset User(s) from the drop-down menu

  5. Open the AWD migration workstation where the original migration failed

  6. Right- click on the Migrator for Notes Worker App icon located on the Task Bar, then select Exit Now to shut down the service:

  1. Right-click on the Windows Bar, then select Task Manager

  1. Close the Outlook.exe process if still running; if the CMTProxy.exe process is still running, you may shut it down

  2. (Optional) You may restart or log-off the Migration Workstation to avoid steps 6 – 8

  3. If you restarted, verify that the original workstation has restarted and the Migrator for Notes Worker App is running again

  4. Go back to the Migration Control Center

  5. Select Migrate in the Mail File Migration -> Migration view; select the user(s) to be migrated in the Data Pane

  6. Select the same profile as previously used for this migration

  7. Select the original workstation or a new workstation to continue the migration process where it left off; refer to step 14 in the General Recovery procedure for more details on this step

  8. Monitor the migration as needed

  9. The migration should complete with a status of Migrated Successfully unless it encounters a new error, in which case follow the same process to recover

Recovery to PST

Recovery from a PST migration is no different from the above process except that it involves a PST rather than the Exchange message store. The following process is the preferred method for recovery from a failed PST migration because it assumes the same workstation is being utilized at the time of restart as was during the original run.

  1. Open Migrator for Notes on the Migration Control Center where the migration failed

  2. Under Mail File Migration, expand Migration and click Advanced

  3. Select the user in the Data Pane whose migration failed

  4. Click the Clear or Reset User(s) button in the Data Pane and select Reset User(s) from the drop-down menu

  5. Open the AWD Migration Workstation where the original migration failed

  6. Right-click on the Migrator for Notes Worker App icon located on the Task Bar, and then select Exit Now to shut down the service:

  7. Right-click on the Windows Bar, then select Task Manager

  1. Close the Outlook.exe process if still running. If the CMTProxy.exe process is still running, you may shut it down

  2. (Optional) You may restart or log-off the workstation to avoid steps 6 – 8

  3. If you restarted, verify that the original workstation has restarted and the Migrator for Notes Worker App is running again

  4. Go back to the Migration Control Center

  5. Select Migrate in the Mail File Migration -> Migration view. Select the user(s) to be migrated in the Data Pane

  6. Select the same profile as previously used for this migration

  7. Select the original workstation to continue the migration process where it left off; perform the following procedure to select the original workstation for migration; Select the user in the Migrate view, click the Change to… button, and select any one of the options to bring the user to the Preparation view:

    1. Once moved, go to the Preparation -> Advanced view, and select the user

    2. Click the Set Migration Status button and select the Set Migration Workstation option from the drop-down menu

    3. From the dialog box, select the workstation that originally processed the user

  8. Monitor the migration as needed

  9. The migration should complete with a status of Migrated Successfully unless it encounters a new error, in which case follow the same process to recover.

Recovery to PST using secondary AWD Workstation

As in the previous process, the recovery from a PST migration is no different from any other except for the location of the PST file. Either it must be centrally located (shared drive) for all workstations to update or the PST must be copied to the AWD Migration Workstation where the processing is designated to restart. This method is used when the original workstation is busy with other migrations.

  1. Open Migrator for Notes on the Migration Control Center where the migration failed

  2. Under Mail File Migration, expand Migration and click Advanced

  3. Select the user in the Data Pane whose migration failed

  4. Click the Clear or Reset User(s) button in the Data Pane and select Reset User(s) from the drop-down menu

  5. Open the AWD Migration Workstation where the original migration failed

  6. Right-click on the Migrator for Notes Worker App icon located on the Task Bar, and then select Exit Now to shut down the service:

  7. Right-click on the Windows Bar, then select Task Manager

  8. Close the Outlook.exe process if still running. If the CMTProxy.exe process is still running, you may also shut it down

  9. (Optional) You may restart or log-off the workstation to avoid steps 6 – 8

  10. If you restarted, verify that the original workstation has restarted and the Migrator for Notes Worker App is running again

  11. Go back to the Migration Control Center

  12. Select Migrate in the Mail File Migration -> Migration view; select the user(s) to be migrated in the Data Pane

  1. Select the same profile as previously used for this migration

  2. Select a new workstation to continue the migration process where it left off. Refer to step 14 in the General Recovery procedure for more details on this step

  3. When migrating to PST, make sure the file is available to the workstation now running the process; if it is not available, then a new PST will be created and you may end up with two PSTs, which is not desirable

  4. Monitor the migration as needed

  5. The migration should complete with a status of Migrated Successfully unless it encounters a new error, in which case follow the same process to recover

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