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Migrator for Notes to Exchange 4.17 - 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

Self-Service Desktop Migrator

The Self-Service Desktop Migrator (SSDM) is an interactive tool that allows end users to migrate their own data. Since this tool is interactive, the mailbox login can be interactive.

If Modern Authentication is selected as the authentication mechanism, a standard Modern Authentication logon window opens. The SSDM supports all Modern Authentication flows, including multi-factor authentication.

If the SSDM selects Windows Integrated as the preferred authentication mechanism, the SSDM first attempts to log on to the target mailbox using the credentials of the logged on user. If this fails, or if Windows Integrated authentication is not enabled on the server, the SSDM prompts for the credentials to use for the logon using a standard credential dialog.

About Quest license keys

Migrator for Notes to Exchange is a metered-use product that runs only with the application of a valid license key. Quest Software sells license keys for specific numbers of users to be migrated, and a license key becomes invalid after the software has been used for the user limit. The same license is used for all functions of a particular user (provisioning, forwarding, migration, etc.) and the user license count increments the first time any program function is applied to each user. For example, when a user is issued a license, all components of the product can be run using that license. Also, users can re-migrate their accounts using the original licenses that they were issued. Re-migration does not require an additional license.

You can obtain your first or a subsequent license key by contacting your Quest sales representative.

The product will install without a license key, but will prompt you to apply a license key the first time you try to run the software. You are prompted to find and specify the license key file that Quest provided. Use the Browse feature to locate the file which will have a .dlv extension.

You can view your current license-key status by selecting Help | About in the MNE console, and you can also apply a new license key to extend your valid use of the product.

Critical considerations

Develop a written Migration Plan

An enterprise migration is a complex process that requires careful planning and project management. Even a high-level summary checklist of necessary tasks can be long and can expose many details to be addressed for a successful migration. The logistics of the sequence, timing, and coordination of tasks is also important.

The complexity of most migration projects makes planning, foresight, and communications critical to a smooth migration. Halfway through the migration process is no time to discover that a neglected detail or invalid assumption will cost hundreds of hours of user productivity, or cause unnecessary aggravation for end users. Quest recommends that you develop a comprehensive written Migration Plan before you start the migration process.

Developing a Migration Plan is a valuable exercise that leads you to consider and accommodate all the factors that affect an organization's migration. The first six sections of your Migration Plan should characterize your primary needs, environment, and strategies as explained in this chapter:

After the first six sections, your Migration Plan should contain sections and subsections that describe suitable choices for all relevant topics in chapter 3 of this guide: Other strategic planning issues.

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