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Migrator for Notes to Exchange 4.16 - 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 Using the 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

User Collections

User Collections: Manage Users

This screen lets you define, organize, and manage user collections. The provisioning, migration, and other features of Migrator for Notes to Exchange are applied to collections of users, and this screen launches the Collection Wizard that lets you define and edit those collections.

The Current user collections table shows all defined user collections. Notes Migration Manager automatically generates some standard, default collections from the object data exported from the Notes source directory(ies), and these default collections are identified in the table as Auto-Defined. The Auto-Defined collections include an All Users collection, consisting of all User objects found in the export table.

Migrator for Notes to Exchange can also automatically generate collections of users logically grouped by their Notes ACL and delegation data, so that users with stronger work associations can be migrated together to minimize business disruptions during the transition. For more information, see below: To automatically generate Smart Collections

The Current user collections table also shows whether each collection is designated as Visible (or not), a designation that determines whether the collection appears 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.) Migrator for Notes to Exchange’s Collection Wizard, where collections are defined and collection attributes may be edited, includes a Visible checkbox that sets this option.

You can filter the contents of the Current user collections table, to show only collections associated with a particular label, by specifying the label in the Show collections labeled as drop-down list box above the table.

NOTE: Labels are a device for classifying and sorting collections, by alphanumeric strings that can be assigned to collections in the Collection Wizard that creates them. Typically labels are defined to characterize and group subsets of collections—for example, to sort collections by an organization’s administrative divisions, you could define labels for Engineering, IS, Marketing, R&D, Sales, and so forth. Or define labels for Atlanta, Chicago, Denver, Houston, Minneapolis, and so forth, to sort collections by the locations of an organization's satellite offices. Then throughout 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.

The Collection Wizard, launched from this screen, lets you define a New collection by selecting members from Active Directory, or by importing members from a .tsv (tab-separated-values format) file, or both. You can also Edit an existing collection (but not an Auto-Defined collection), and can Copy an existing collection to a new name, and then Edit the copy.

NOTE: Although you cannot edit an Auto-Defined collection, you can Copy an Auto-Defined collection to a new name, and then Edit the copy.

The Collection members table in the bottom half of the screen shows the members of whatever user collection is currently selected in the table in the top half of the screen.

Select the label from the Show collections labeled as drop-down list.
Select the collection in the Current user collections table.
Click the New collection button to launch the Collection Wizard, to select members from Active Directory, or import members from a .tsv file, or both.
Select one or more members in the Collection members table, and click the Create collection button to launch the Collection Wizard, with the selected members already added to the collection. (This feature lets you easily define a subset collection from any existing collection.)
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Click the Smart Collections button (to the right of the Current user collections table, in the top half of the screen).
This button launches the Smart Collections Generator in a dialog box, where MNE automatically starts reading users' source ACL data, re-sorting the users by their ACL associations, and determining logical break points between suggested collections. When it finishes, the suggested Smart Collections appear in the left-hand pane, and the controls at the bottom of the window are enabled.
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Optional: Review the collections' members. You can click on a collection in the left-hand pane to view its members in the right-hand pane.
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Optional: Redistribute members among the collections by adjusting the maximum number of members per collection. By default, this Generator feature sets the maximum size at whatever number of members permits grouping without dividing ACL-related members across two collections. If you prefer a different per-collection maximum, use the track bar (a horizontal slide control) below the collections table to experiment with different values until you are satisfied with the result. But note that a smaller number will divide ACL-related members across the break point between two collections.
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Optional: If you want to hide any previously defined Smart Collections from the list in the Manage Users table, click the checkbox: [X] Hide previously generated Smart Collections (at the bottom of the dialog box, next to the Save button).
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When the Smart Collections are defined as you want them, click the Save button to save them within Migrator for Notes to Exchange. When Migrator for Notes to Exchange posts its confirmation note, click OK to dismiss the dialog box, and return to the Manage Users screen.
NOTE:  
Select the collection in the Current user collections table, and click the Edit button to launch the Collection Wizard.
Select the collection in the Current user collections table, and click the Copy button.

You can export the user collections to a TSV file and then use a program like Microsoft Excel to edit the file. Use this procedure to edit user collections and user collection membership.

NOTE: This feature exports all user collections, not just collections that may be selected in the table. This includes both auto-defined and user-defined user collections. This export feature sends all collections to a single TSV file, not to different files for different collections.

The Collection Wizard lets you use the exported directory data (in the SQL database) to define the member contents of user and group collections. A collection is a defined subset of the "universe" of users or groups that were found and exported from the Notes/Domino source. The provisioning, migration, and other features of Migrator for Notes to Exchange are applied to collections of users and groups, and the Collection Wizard is what defines these collections.

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Click the Export Collections button.
The feature then opens an Export User Collections dialog box (a standard Windows Save As dialog box).
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Click Export.
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When the feature has completed its run, click OK to dismiss the dialog box and return to the Manage Users screen.
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Click Import Collections.
The Import User Collections window opens (a standard Windows Open dialog box).
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Click Import.
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When the feature has completed its run, click OK to dismiss the dialog box and return to the Manage Users screen in Notes Migration Manager.

You can export a specific set of users belonging to a collection to a TSV file and then use a program like Microsoft Excel to edit user properties.

You can edit the exported directory data, and the data associated with defined user collections for a variety of reasons including:

To populate the SearchKey column with appropriate per-user values for the Provisioning Wizard.

The names and definitions of column headings in the SQL database table are documented in chapter 4 (Directory Export Wizard) of this Administration Guide (see Exported Data Elements in the SQL database).

Some of the columns in these data tables contain critical values that must not be edited, while others can be edited as needed, and still others must be edited to implement certain strategic options or accomplish certain program features.

NOTE: Each run of the Directory Export Wizard overwrites the current contents of Migrator for Notes to Exchange’s SQL database (including any imported TSV values) with data newly exported from the Domino Directory—except that you may choose whether the wizard should overwrite or keep any DominoServerAddress values that have been changed by a TSV import. The wizard’s default is to preserve TSV- imported DominoServerAddress values, but the Directory Export Wizard offers an option to overwrite them.

Export a user collection in MNE’s SQL database to a TSV file.

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Select a collection in the Current user collections table
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Click Export Members to TSV.
The Export Objects window opens (a standard Windows Save As dialog box).
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Click Export.
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When the feature has completed its run, click OK to dismiss the dialog box and return to the Manage Users screen.
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Click Import Members from TSV.
The Import Objects window opens (a standard Windows Open dialog box).
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Click Import.
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When the feature has completed its run, click OK to dismiss the dialog box and return to the Manage Users screen in Notes Migration Manager.

User Collections: Manage Design Classes

This screen lets you identify any non-standard Notes design classes that may be associated with Notes NSF files, but that the wizards would not otherwise recognize because their names are different from the Notes-standard design classes. The Design Classes table on this screen identifies all such non-standard design classes, and associates each design class with one or more particular data types: mail, archives, or PABs.

Remember to click the Apply button after you Add or Remove an item from the table. The program will not read or save any new information or changes until the Apply button is clicked.

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Click the Add button.
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In the Add Design Class dialog box: Type the Design class name, and mark the appropriate checkbox(es) to associate the new design class with one or more of MailFiles, PABs, or Archives. Then click OK to add the new design class to the table and dismiss the dialog box.
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Click Apply to save the updated Design Classes table to the SQL database.
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In the Design Classes table: Select the item you want to remove.
Note: You can Remove only design classes that have not yet been applied to the database (by clicking the Apply button). A design class that has not yet been applied appears in italics in the table.
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Click the Remove button.
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Click Apply to save the updated table to the SQL database.

In the Add Design Class dialog box: Type the Design class name, and mark the appropriate checkbox(es) to associate the new design class with one or more of MailFiles, PABs, or Archives. Then click OK to add the new design class to the table and dismiss the dialog box.

User Collections: Send PAB Replicator

This screen lets you run the Send PAB Replicator Wizard, which sends a special email form to all users in a particular user collection, so that users can copy all of their personal address books (PABs) to a centralized Notes server directory, where the program can find them to migrate them.

Collections labeled as: A drop-down list box that lets you filter the contents of the User collection list box (below), to show only collections associated with the particular label specified here. Labels are a device for classifying and sorting collections. For more information, see the note under User Collections: Manage Users.
User collection: Use this drop-down list box to specify the collection of users to whom you want the PAB Replicator sent.
Send PAB Replicator: Launches the Send PAB Replicator Wizard, as described above, for the designated User collection.
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