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Migrator for Notes to Exchange 4.15.2 - Administration Guide

About the Migrator for Notes to Exchange documentation Notes Migration Manager NABS Discovery Wizard Internet Domains Discovery Wizard Directory Export Wizard Collection Wizard Groups Provisioning Wizard Notes Data Locator Wizard Provisioning Wizard Send PAB Replicator Wizard Data Migration Wizard SSDM Statistics Collection Wizard The Log Viewer Qsched.exe task-scheduling utility SSDM Scheduling Administration utility Office 365 Admin Account Pool utility PowerShell cmdlets for Migrator for Notes to Exchange Appendix A: How do I ...?
Post-installation configuration Pre-migration preparations Batch-migration process Other features

Wizard process screens

The Collection Wizard contains these screens:

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Select Collection
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Specify Collection Name
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Choose Member Selection Method
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Add Members
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Edit Collection Members

Select Collection

This screen appears only if you have started this wizard from outside Notes Migration Manager. The screen asks you to either: specify an existing user collection whose definition you want to edit, or Create a new User Collection.

(If you launch this Wizard from the Notes Migration Manager, you must either click the New collection button to create a new collection, or select a collection in the table to edit before you can click the Edit button to start the wizard.)

This screen contains only one field, this drop-down list:

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Select an existing Collection or choose to create a new one: Use the drop-down list to specify the collection to which you want to apply the wizard’s functions, or to specify Create a new User Collection (one of the options in the drop-down list).

Then click Next.

Specify Collection Name

The screen lets you name (or rename) the collection this Wizard defines. You may also assign a Label to this collection, to help organize multiple collections by some classification scheme of your own design (as explained below). This screen also sets the visibility of this collection (as described below), and optionally attach some supplemental descriptive text about the collection.

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Collection name: The name by which this collection will be known in drop-down list boxes and tables in Notes Migration Manager and elsewhere in Migrator for Notes to Exchange.
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Label (optional): Select a Label for this collection from the drop-down list box, or type a new Label name into the text box to create a new Label definition.
Labels are simply an arbitrary device for classifying and grouping collections. For example, you could define labels for Engineering, IS, Marketing, R&D, Sales, and so forth, to group collections by the administrative divisions within an organization. Or define labels for Atlanta, Chicago, Denver, Houston, Memphis, Minneapolis, Toronto, and so forth, to group collections by the locations of an organization's satellite offices. Then, within Notes Migration Manager, you can sort lists and tables of collections by label, or can specify a particular label to filter a list or table of collections to show only the collections that have been assigned that label.
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Visible: Checkbox that determines whether this collection will appear in other tables and lists of collections elsewhere in Migrator for Notes to Exchange. (Migrator for Notes to Exchange’s provisioning, migration and other features are applied to particular collections, which are specified from drop-down lists or tables.)
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Description (optional): Enter a text description of the collection. The contents of this field will appear in tables of selections within Notes Migration Manager.

Enter the requested information, and then click Next.

Choose Member Selection Method

This screen asks you to tell the wizard which of two methods to use to define the "first draft" member set of the collection. Later screens will then let you edit the member contents of the collection. The two options are:

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Find members by searching the directory: The wizard will ask you (in the next screen) to specify the search criteria by which to select objects from the SQL database, to add to the member set for this collection. The search criteria will be defined with respect to one or more specified attribute values.
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Import members from a .tsv file: The wizard will let you (in the next screen) import the contents of a .tsv (tab-separated-values format) file to define the "first draft" member set of this collection. The .tsv file must contain the NMEObjectGUID column, which is used as a key to associate users with a collection. One way to create a .tsv as a starting point is to export another collection to a .tsv file.

Choose the method by which you want to define the "first draft" member set, and click Next.

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