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Binary Tree Migrator for Notes 20.14 - 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 Migrator for Notes Web Services with Windows Authentication Appendix E: Microsoft Graph Application ID Appendix F: Modern Authentication Delegation Migration Third-party Contributions


1.3.    Product Overview

Migrator for Notes is an application that migrates HCL Lotus Domino/Notes mail, calendar, contacts, and other databases, such as Rooms & Resources, to Microsoft Exchange. There are two major activities involved in a migration:

  • Pre-migration activities

  • Actual data conversion


The Migrator for Notes application contains all the required tools to give you complete control of these two activities.


The Migrator for Notes database provides centralized control and management of all pre-migration activities.

The database provides all the steps necessary to manage the migration of the following data contained within a user mail file:

  • Mail Messages

  • Message Attachments

  • Encrypted Messages

  • Folders and Sub-Folders

  • Single and Recurring Calendar Entries

  • Personal Contacts

  • Journal Entries (Notebook Entries)

  • To Do Entries

In addition, Migrator for Notes can also migrate the following items:

  • Local Mail Archives (using Archive Migrator for Notes)

  • Personal groups (in the user's mail file)

  • Mail-In Databases

  • Rooms and Resources

Once pre-migration activities are complete, migration can be queued for the selected databases from Migrator for Notes. The migration destination can be either an Exchange Server, Office 365 or .pst files.

Section 2. Installing Binary Tree Migrator for Notes

Migrator for Notes consists of a frontend HCL Notes database also known as an application. This and other software components of Migrator for Notes are provided in an InstallShield installation package.

Migrator for Notes should be completely installed and configured on one migration workstation first. If more than one workstation is needed, you must then deploy Migrator for Notes to all other migration workstations, and each migration workstation should use one (same) Domino server-based database called Notes Migrator (EMM) instead of a local copy. Reference the Automated Workload Distribution section of this guide for more information.


Quest recommends testing and verifying the migration system using test accounts and Notes data to confirm the expected migration processing prior to completing production migrations.

2.1. Before Installation

Before Migrator for Notes is installed, all hardware and software requirements must be completed. Refer to the Migrator for Notes Requirements document for the complete list of hardware and software requirements.

During installation, several of the software requirements are verified. In some cases, the InstallShield installation package helps install missing software. However, it is recommended that the required software is installed prior to the product installation and to not to rely upon the aid of the InstallShield installation package.

The installer does not replace the Notes Migrator.nsf database in the local notes data directory on the Migration Control Center when doing an upgrade from a previous release of Migrator for Notes. When upgrading from a previous version of Migrator for Notes, you must complete one of the following tasks:

  • Manually rename the file name of the existing “Notes Migrator.nsf” database to something other than this reserved name. After the upgrade, the newly installed Notes Migrator.nsf database is located in the notes data directory so you can configure it from the settings of the renamed database.


  • Copy the newly installed database from the C:\Program Files\Binary Tree\CMT for Exchange\Notes Tools directory on the Migration Control Center to the Notes client data directory, renaming the file to a Notes database template “Notes Migrator.ntf”. Remember to sign the template if required. Replace the design of your existing Notes Migrator.nsf database from the new template “Notes Migrator.ntf” to get any updated design changes.

2.2. Downloading Migrator for Notes

2.2. Downloading Migrator for Notes

Quest maintains the latest release of the Migrator for Notes Installation Package on a web site. The address to the site is To download a copy, Log into the Quest support site and enter your product as Binary Tree Migrator for Notes. If you are installing on more than one workstation and plan to use a software management or GPO to deploy, download the Migrator for Notes msi.

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