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Migrator for Notes to Exchange 4.16 - Quick Start Guide

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Product overview

The problems of migration

While the benefits of migrating from Notes to Microsoft Exchange are well understood, the migration itself is typically a complex process that requires careful planning and project management. A high-level summary checklist of necessary tasks can be quite long, and will expose a good number of details that must be addressed for a successful migration. The "choreography" in the sequence, timing, and coordination of tasks is also important.

A few products and services are available to help organizations with various pieces of the migration puzzle, but the best solution would be a single coordinated toolkit to provide a comprehensive, project-scale approach to overall migration planning, management, and execution. The component tools and the package as a whole would be versatile enough to accomplish a wide range of migration strategies, all of which must accommodate these critical project objectives:

Preservation of valuable information stored on the Notes system, including mail, attachments, calendar appointments, tasks, and so forth stored on the server, and information such as address books and local stores. Ideally data on the Domino server should be moved to the Exchange server, while Notes local stores should be moved to desktops in Outlook personal storage (.pst) format. To minimize help desk calls, the migration should have high fidelity and all messages should be reply-able at all times during and after the migration project.
Minimal user involvement in the migration project. Users will likely be getting a new mail client (Outlook) and therefore will need some training. But administrators should be able to perform the migration project with minimal end user involvement.
Provisioning of user accounts and distribution lists into Active Directory. Quest's Coexistence Manager for Notes (CMN) Directory Connector can create mail-enabled security objects in Active Directory for all Notes users, but cannot create Exchange mailboxes, and cannot move Notes public distribution lists into Active Directory. It is also important that any Internet mail aliases (nicknames) that worked on the Notes system be supported on Exchange.
Coexistence of the two systems during migration (for medium and large enterprises). Small companies may choose to migrate all users together as a single group to avoid having to support coexistence between the Domino and Exchange directories through the transition period. But most medium and large companies (more than 400 or so users) will need to provide for some level of coexistence. Users should be able to send mail and schedule meetings with one another without having to know the migration status of other users.
Support for a variety of migration target types and other scenario factors. Are you migrating to a local Active Directory, or to the cloud? Do you already have a local AD up and running? Do you want to consider an "offline" or "phased" migration"strategy?

The solution: Migrator for Notes to Exchange

Quest's Migrator for Notes to Exchange (MNE) is a set of coordinated software applications designed to facilitate a variety of migration strategies for organizations moving from a Domino server, with Notes clients, to a Microsoft Exchange environment with Outlook clients. MNE can migrate either to a proprietary Exchange environment, or to a hosted Exchange service like Microsoft’s Office 365.

The Quest tools are designed to complement other deployment and coexistence tools to deliver these comprehensive, integrated solutions to the challenges of a Notes-to-Exchange migration:

Migration of server data: MNE migrates mail, appointments, tasks and personal address books from the Notes environment, and lets you specify the destinations for different data types, either to the Exchange server or to Outlook personal folders (.pst) files.
Migration of Notes archives: MNE can migrate archives from either a central file server or user desktops, to either Outlook .pst files or the Exchange server.
User involvement: MNE lets an administrator migrate most, or even all, user data with no user involvement whatsoever. In a typical migration scenario, all user data is migrated in batches by an administrator—dozens of users at a time, over a series of migration runs.
Provisioning: MNE extracts user data from the Domino server to mailbox-enable user accounts in Active Directory as users are migrated (creates mailboxes for the mail-enabled security objects created earlier by Quest’s CMN Directory Connector or some other method). The migration program also copies users' Notes addresses and any Notes aliases into AD, and provisions Notes personal distribution lists directly into Active Directory.
Coexistence: MNE offers dynamic mail forwarding features that automatically set, update and remove mail-forwarding rules in user mailboxes, on both servers, to assure correct mail routing throughout the transition period. And while other applications can synchronize the two directories, MNE's Directory Export Wizard can update the data files that Quest's migration programs use to migrate data and convert addresses.
Support for diverse array of scenarios: MNE can migrate to a local Exchange or to Office 365 or other "hosted" Exchange targets, and can provision directly to a local AD, or directly from the source Notes/Domino environment to Office 365. MNE includes a special utility that can pool Office 365 admin accounts to dramatically improve overall throughput to Office 365. And MNE also supports offline and phased migration strategies.

Migrator for Notes to Exchange, together with Microsoft deployment tools and Quest Coexistence Manager for Notes, can perform or facilitate every administrative task associated with a Notes-to-Exchange migration. (Coexistence Manager for Notes is a separate Quest product—see the Coexistence topic in the MNE Pre-Migration Planning Guide for more information.) All MNE components support operational options that allow great flexibility in devising and implementing a suitable migration strategy to suit most any network configuration, circumstances and preferences.

Meanwhile, the accompanying Quest MNE documentation provides a truly project-scale approach to migration planning and management, with a comprehensive, broad-context checklist of strategic planning topics, and broad-context process instructions that explain how the Quest tools fit into the overall process flow of a variety of migration scenarios.

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