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Coexistence Manager for Notes 3.8.4 - Quick Start Guide

Installing CMN

Remember: CMN’s Directory Connector, Mail Connector and Free/Busy Connector are independent components that are installed separately. The CMN AutoRun installer lets you choose the CMN component you want to install, and must be run on the computer where you want the component to reside. (If you want to install different CMN components on different computers, you must run AutoRun on each computer.)

Upgrade considerations

The information in this topic applies only if you are upgrading to the current CMN version from an already-installed earlier CMN version. Installation and upgrade procedures are documented together in the Upgrade and installation instructions below.

Upgrading the Mail Connector or Free/Busy Connector

There is no need to uninstall a version-3.5.x or 3.6.x CMN Mail Connector or Free/Busy Connector before installing this new version. The CMN AutoRun application will detect any version-3.5.x or 3.6.x installation and install the new software accordingly. If you are upgrading from CMN 3.5.x or 3.6.x, the automated upgrade process will transfer your existing license key into the new version, so you need not re-install it.

There is no direct upgrade path to CMN 3.7 or higher from any pre-3.5 version of CMN. To upgrade from a pre-3.5 version to the current CMN release you must first upgrade to a 3.5 or 3.6 version (as described in the Quick-Start Guide for that version), and then upgrade from 3.5 or 3.6 to the current release.

Upgrading the Directory Connector

The Directory Connector's underlying engine, which facilitates data transfers between the Domino directory and Active Directory, was replaced in version 3.7. There is no automatic upgrade path to this new Directory Connector from any earlier version. If you are upgrading from a version earlier than 3.7, you must uninstall the earlier version, and then install the 3.7.1 version. You will, however, be able to import your existing (pre-3.7) DC configuration data into the new Directory Connector. The procedure is documented in the Upgrade and installation instructions topic below.

Upgrade and installation instructions

Before you begin, review the Deployment considerations above, and map out your intended deployment. If you are upgrading from an earlier version of CMN, be sure to also see Upgrade considerations above for important information.

 
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IMPORTANT: Quest recommends you temporarily turn off Microsoft's UAC (User Account Control) during CMN installation, because UAC interferes with some CMN installer functions in many environments. UAC can then be re-enabled after installation.
If you are upgrading your Directory Connector from an earlier version

The Directory Connector's underlying engine, which facilitates data transfers between the Domino directory and Active Directory, was replaced in version 3.7. There is no automatic upgrade path to this new Directory Connector from any earlier version. If you are upgrading from any version earlier than 3.7, you must uninstall the earlier version, and then install the 3.7.1 version. You will, however, be able to import your existing (pre-3.7) DC configuration data into the new Directory Connector.

Use Windows’ Programs and Features (Vista or later) or Add or Remove Programs tool (both in Windows’ Control Panel), to uninstall your previous Directory Connector version. Note:

•
When you select the CMN Directory Connector to uninstall, the “Directory Connector Tools” (which appears separately in the list of programs) will also be uninstalled.
•
This uninstallation does not remove the Directory Connector’s XML configuration file, which contains all of the DC connector definitions from the previous version. You will be able to import all of that configuration data into the new DC in a later step below.
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This uninstallation will not remove the SQL application that the Directory Connector used in pre-3.7 versions. The new DC does not need and will not use SQL, so you may manually remove it if no other application on your computer is using it. Note that Quest’s Migrator for Notes to Exchange (MNE), commonly used with CMN, does need the SQL application, so do not remove your SQL if you also have MNE installed.

After uninstalling any pre-3.7 CMN Directory Connector, you may install the 3.7.1 version.

To install or upgrade Coexistence Manager for Notes
1
Download Coexistence Manager for Notes from the software.quest.com website, and extract all files into a temporary folder.
2
Verify that your environment conforms to the System requirements specified in the RTM Release Notes that accompany this release. Several of the required third-party components may be downloaded from links on the AutoRun Prerequisites tab.
3
Run CMN’s AutoRun.exe from the installation folder. (Or you could instead simply insert a CMN product CD, which starts the AutoRun utility automatically.)
In the AutoRun utility you can browse product information including the Prerequisites and all CMN
Documentation before installing the product.
4
When you are ready to install, select the AutoRun Install tab. CMN components are listed separately and installed independently.
5
Click the name of the component you want to install. Then click Next, and read and accept the license agreement.
6
Follow the remaining instructions and prompts in the CMN Installer, and click Finish from the last screen to complete the installation.
NOTE: If you are upgrading from a pre-3.7 version of CMN and the target Exchange version is 2013 CU4 or below, you must check the box Is Exchange 2013 CU4 or below for all upgraded Directory Connectors, in the Target Domain information page of the Directory Connector wizard. This check box is unchecked by default.
The last screen of the Install utility contains a checkbox (marked by default) to automatically run CMN’s Management Console for the CMN component you just installed. If you leave the checkbox marked, the Management Console will run when you click the Finish button from the Installer. In any case, the Finish button will close the Install utility and return you to the AutoRun Install tab. If you left the Management Console checkbox marked, it will run in a separate window over the CMN Autorun.
If you have chosen to run the Management Console upon exit from the Install utility:
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CMN component operations are configured and controlled by settings and values entered in the Management Console—for server and directory names and locations, scope of operations, other operational options, scheduled runs, and so forth. The CMN Management Console is used to configure all three CMN components, although different components’ settings are managed on different screens. See the CMN User Guide (and the FBC Scenarios Guide too, if installing the Free/Busy Connector) for instructions and guidance in using the Management Console to configure the component you have just installed.
 
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NOTE: Upon upgrading the Free/Busy Connector from CMN 3.5.x or 3.6.x to the current version, the F/B Management Console asks if you want to "save changes" to the configuration even if you haven't made any changes. This may be confusing, but the Console is actually detecting changes that accompanied the FBC upgrade, so just confirm that you want to save the changes, and the Console will not ask again.
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If you are upgrading the Directory Connector from any earlier version, the Management Console will detect the previous version and automatically run a special upgrade utility to import your connector definitions and other DC configuration data from your previously installed version into the newly installed version. The Management Console then opens when the configuration import utility closes. From the Console, you must then run the Connector Creation Wizard for each DC connector imported into version 3.7.1, verify all settings, and save it.
When you close the Management Console, you will be back on the AutoRun Install tab.
7
If you want to install another CMN component on this same computer, go back to step 5. If not, you may browse the other AutoRun tabs if you like.
8
When you are finished installing components on this computer, and browsing other tabs, click the Close box ([X] in the top-right corner of the window) to close the AutoRun utility.
9
Unbind the default website from ports 80 and 443.
 
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IMPORTANT: When making backups of CMN directories, do not keep the backups in the same subtree root folder as the original program directories. The CMN programs will see and try to use the backups if they reside in the same subtree root folder.
To run the DC upgrade utility manually

If you are upgrading your Directory Connector from CMN 3.7, and have just installed the new 3.7.1 version but have not yet run the CMN Management Console:

1
In Windows, open a Command Prompt window.
2
Navigate to the DC's installation directory (typically C:\Program Files\Quest\Coexistence Manager for Notes\Directory Connector), and run the DC upgrade utility from the command line: CMN.Apps.DirectoryConnector.UpdateConfiguration.exe
This utility will import your connector definitions and other DC configuration data from your previously installed version into the newly installed version. The utility should be run only once, before your first run of the DC after you upgrade from a CMN 3.7.
3
For each imported connector definition: Open the connector definition into the 3.7.1 Connector Creation Wizard, verify all settings, and save it.

Licensing Quest CMN

Quest Quest Coexistence Manager for Notes is a metered-use product that requires the application of a valid license key. When the product is installed you must install a Quest license key before you can run any CMN Windows service and before the CMN Management Console will save any configuration entries. The installation of a valid license key authorizes and enables the use of all CMN components.

You can obtain your first or a subsequent license key by contacting a Quest Software sales representative. A license key is an .asc-type file that Quest sends to you with an email. You must save the file to your hard disk, and then install it in the CMN Management Console, on the Common | Licenses screen. For either a trial or perpetual license, the key takes the form of a file CoexManagerNotes-###-#####.asc (where ###-##### represents your unique license number).

The automated upgrade process from CMN version 3.5 will transfer an existing license key into the new version, so you need not re-install it.

To install your license key if you are installing CMN for the first time:

1
Copy to your Desktop, or to some other convenient location, the license file (CoexManagerNotes-###-#####.asc) sent to you by email from Quest Licensing.
2
If you have not installed Quest Coexistence Manager for Notes, run the Setup program to install the software (as described in the installation instructions above).
3
Once the software is installed, run the CMN Management Console. Select Licenses under the Common section of the Management Console, and click the Update License… button. Select your license, and then click OK.
4
You may review your installed licenses in the Licenses section of the configuration utility.
5
If you have previously installed a trial or other permanent license on your computer, you can upgrade to your new license by using the License screen within the Configuration utility. Click on the Update License… button to direct the program to the License Key file.
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