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Migrator for Notes to Exchange 4.16 - Pre-Migration Planning Guide

About the Migrator for Notes to Exchange documentation Introduction Critical considerations Other strategic planning issues Appendix A: Known limitations of the migration process

Multi-workstation considerations

As noted above, the wizards of Migrator for Notes to Exchange can be run on multiple migration servers running in parallel. This approach opens several strategic options that you should consider and document in your Migration Plan. One simple option for the Data Migration Wizard is simply to assign different user collections to different migration servers, and define each task to include all necessary admin and migration functions for a collection.

The tasks defined by different wizards require access privileges for different servers—Domino and Active Directory and Exchange—depending on the scope of their functions. Likewise, different admin operations in the Data Migration Wizard require different access privileges—for example, admin access to Exchange and AD would not be necessary to set mail-forwarding rules in Notes, but of course admin access rights in Notes would be required for that function. You might therefore consider setting up multiple workstations with different access privileges to different environments, and then define tasks and assign them to various workstations accordingly.

The Set Task Schedule screen in some wizards lets you schedule a task to run on a particular workstation, or to run on any workstation. This workstation affinity option is offered for tasks created by:

Directory Export Wizard
Notes Data Locator Wizard
Groups Provisioning Wizard

Data Migration Wizard
SSDM Statistics Collection Wizard

Consider how you might define and distribute various tasks to an array of differently configured migration servers to maximize the efficiency of your overall process, and then document your strategy in your Migration Plan.

Phased migration strategy

Some administrators opt for a "phased" migration strategy, where users remain on the Domino server(s) throughout most of the transition period, while their oldest data (perhaps 90-95% or even more of the total) is migrated to the new Exchange environment. After the older data has been migrated, the proportionately smaller volumes of data remaining can be migrated relatively quickly, so that larger numbers of users can be migrated together within a shorter window. A phased-migration approach may save enough time in the final cutover phase to eliminate the need for coexistence (see next section below), where the migration scale would otherwise put a single-weekend migration just out of reach.

A phased migration is a variation of the more typical scenario, requiring some extra considerations and a few extra steps, as explained in the Phased Migration topic in chapter 1 of the Migrator for Notes to Exchange Scenarios Guide.

Coexistence during the transition

Coexistence is the state of two or more independent servers when both are serving the same organization at the same time—for example, when some users have already been migrated to a new server while others remain on the old server, awaiting migration. Coexistence introduces more complexity to a migration, and additional steps to the process. But for many organizations, some level of coexistence is essential for the continuity of critical business operations through the transition period of a migration.

An organization should therefore determine at the outset whether the scale of its migration project will permit a single-weekend or "phased" approach (as described above), or will require coexistence. Where coexistence is required, your written Migration Plan should specify the coexistence methods that best suit your needs.

For a Notes–Exchange coexistence, you likely will want to accommodate some combination (or all) of these primary issues:

Directory Updates: Most migrating organizations experience staff additions, departures, transfers, and so forth during a transition period of at least several days, often weeks or even months. Any staff changes that occur while the migration is in process will introduce data inconsistencies between the source and destination servers, which you may need to reconcile during the transition. A directory update synchronizes the contents of one directory to match the contents of another. With Migrator for Notes to Exchange, a directory update is also used to help provision Active Directory with the objects in the Domino directory.
Email Routing and Remediation: Email coexistence requires mail routing throughout the transition period, when users will be distributed across multiple mail systems. Inbound Internet mail must be directed to the correct server mailbox, and all users must be able to send mail to one another across all active servers without having to know the migration status of other users. Forwarding rules must therefore be updated upon the migration of each user collection.
Calendar Free/Busy Lookups: Full use of calendar features requires free/busy lookups that will find current data regardless of the servers where the meeting attendees reside. This is accomplished by free/busy synchronizations and queries between the Notes and Exchange free/busy databases.

While it is possible to route mail via SMTP addressing alone, this method offers no remediation for calendar data, or Notes "active mail," or for other email attributes, attachments and so forth. Most organizations will therefore want some tool to facilitate good coexistence between the Notes and Exchange environments. Migrator for Notes to Exchange is designed to complement the coexistence features of other tools, especially Quest’s own Coexistence Manager for Notes (CMN).

Several coexistence topics appear over the next few pages, including an overview of Quest’s CMN. Your written Migration Plan should include a thorough description of your organization’s coexistence strategy: mail-routing method and configuration, planned accommodations for directory updates and email remediation and calendar free/busy lookups, and the software tool(s) you will use to implement your coexistence strategy.

Exchange cannot send a free/busy query to Domino for any user who has an Exchange mailbox. Exchange can direct such queries only to its own mailboxes.

This is true with or without Quest’s CMN. The significance and implications of this limitation depend on whether you are migrating to a proprietary AD or to Office 365. For more information see Provisioning Office 365 earlier in this chapter.

Quest Coexistence Manager for Notes (CMN)

Coexistence Manager for Notes (CMN) is a separate Quest product designed to provide rich directory, email and calendar coexistence features between Notes and Microsoft Exchange (including Office 365). To accommodate the three primary issues of a Notes–Exchange coexistence, CMN provides these three primary components:

Directory Connector: Updates directory data between the Domino Directory and Active Directory, configurable for any number of servers.
Mail Connector: Monitors SMTP traffic between Domino and Exchange to intercept and fix the incompatibilities inherent to certain message types and message contents and attachments. This email remediation service detects and converts in-transit messages as necessary, on the fly, to facilitate cross-platform functionality of most calendar functions, message attachments, and Notes rich-content mail features whereby messages can carry "live" or "active" functional content.
Free/Busy Connector: Facilitates the exchange of calendar free/busy data between users in the two different environments. This sharing of free/busy data between Notes and Exchange makes possible automatic calendar updates for accepted meeting invitations, or when a user proposes a different day/time, or cancels, etc.

CMN is not a part of Migrator for Notes to Exchange, but may be purchased separately from Quest. For more information contact your Quest Sales representative.

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