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Binary Tree Integration for Notes 20.11.1 - User Guide - BTCal

Section 1: Introduction Section 2: Features and Advantages Section 3: Scope Section 4: Recommended Installer Prerequisites Section 5: Pre-installation Requirements Section 6: Configure the Domino Environment Section 7: Configure Integration for Notes BTCal in Exchange or Office 365 Section 8: License Key Section 9: Installing Integration for Notes Section 10: Create and Configure Domino Databases Section 11: Modify the Notes.ini File Section 12: Re-start BTCal Domino server to bring it online Section 13: Verification Section 14: On-going Administration Appendix A: ZApp Appendix B: Configure GRIP Appendix C: On the Fly Encryption and Decryption Appendix D: Disable Encrypted Message Routing Appendix E: High Availability/Redundancy Mail and Calendar Routing for Foreign Domains Appendix F: Notes.ini Parameter Descriptions Appendix G: Notes.ini Parameter Values Appendix H: Considerations for Domino SMTP Domain Exposure Appendix I: Processing Repeating Meetings Appendix J: Deployment Quick Reference Appendix K: Customizable Non Delivery Report (NDR) Reason Codes Appendix L: Cross Platform Delegation Appendix M: BT Stats Database

Section 1: Introduction

  1. Document Conventions

Integration for Notes is the full name of the “heart” of Binary Tree’s complete coexistence solution. Integration for Notes itself is made up of several discrete functions which will be referred to throughout this document by their shorter names.

The two primary pieces of Integration for Notes are contained on the Domino coexistence server (messaging and calendaring workflow or “BTCal”) and on the Windows coexistence server (calendar free/busy lookups or “FreeBusy”).  When referring to the actual lookup of free and busy time between Domino and Exchange, “free/busy” is used; when referring to the Integration for Notes product, “FreeBusy” is used. Although FreeBusy is part of Integration for Notes, since it requires its own configuration, it has a separate user guide. While this guide touches on the entire coexistence suite of products, it is focused on the BTCal setup.

“Coexistence” (or “Coex”) is used to refer to both the state of interoperability between Domino and Exchange environments, and as the suite of Binary Tree products that create an ideal coex environment—Directory Sync Pro (DirSync Pro) and Integration for Notes.

 

1.2     Need for Coexistence

Coexistence is required when multiple messaging environments need to exist together over an extended period of time due to mergers and acquisitions, or during email system migrations.  Transparent, highly functional, and stable communication throughout the email environment is mission-critical, making coexistence much more than just a system that ensures email is delivered in a timely fashion.

Coexistence between Domino and Microsoft Exchange is successful if the following criteria are met:

  • Messages on the destination platform appear exactly the way they appear in the source platform including attachments, rich text, embedded images, and forms

  • Cross platform calendaring, including free/busy lookups, is functional (see the FreeBusy user guide for additional information)

  • Email directories are synchronized, allowing transparent access to addressing information (see the Directory Sync Pro for Domino and Active Directory user guide for additional information)

 

1.3     Integration for Notes: Product Overview

Integration for Notes delivers the highest levels of functionality, stability, and scalability for connection between Microsoft Exchange and Domino. It provides high-fidelity exchange of mail and calendar data.  It also intercepts mail and calendar data traveling between the environments, and if necessary, modifies the address and content portions of the message header and body to make coexistence between environments more transparent, functional, and user-friendly.  In addition, it preserves user workflow between Domino and Exchange.

“Workflow,” or the flow of data or information between users, applications, or a user and an application is illustrated by the image below, showing the different types of workflow managed in a coexistence environment.

Directory Workflow – Directory Sync Pro, although a separate Binary Tree product, is part of a rich coexistence solution; it is used to establish directory synchronization between the two platforms to make sure that user addressing is transparent and functional regardless of the migration status of the users  (see the DirSync Pro Help Center for more information)

Availability Workflow - Provides for calendar free/busy lookups to ensure that users can obtain schedule availability information for other users regardless of the system users are associated with (see the FreeBusy user guide)

Messaging Workflow - Enables the high-availability, high-performance, and high-fidelity exchange of data that preserves email related workflow, including Notes document and database links

Calendar Workflow - Ensures that corresponding calendar items function correctly between Notes and Outlook users when creating, updating, rescheduling, and cancelling meetings regardless of a user’s migration status (see the FreeBusy user guide)

Application Workflow - Preserves a user’s ability to receive Notes application-originated emails and to perform the actions required by these emails

1.4     Coexistence Environment

A coexistence environment can contain as little as one server (if only managing message and calendar workflow), but an ideal environment would contain a minimum of three servers as illustrated below: 

  • Domino Coexistence Server

  • Windows Coexistence Server (for FreeBusy only)

  • SQL Coexistence Server (for DirSync Pro)

An optional component of Integration for Notes is Zero-touch Application Remediation (ZApp), which allows Outlook users to view and act on email-enabled Notes applications. This is configured on the Domino coex server.

 

In the illustration above, one of the components is the Domino Coexistence Server, which is responsible for supporting coexistence server tasks at the Domino end of the environment. These server tasks include:

  • Messaging/calendaring/application coexistence

  • Free/busy lookup (see the FreeBusy user guide)

It also houses several Domino databases used by Integration for Notes, and, if ZApp is enabled, the BTStore database.

The Windows Coexistence Server, on the other hand, is designed to support coexistence on the Exchange side with free/busy lookups.

The SQL Coexistence Server (in the middle of the illustration) can be a dedicated or shared SQL Server and contains a SQL database which is used for name and email address directory synchronization between Domino and Exchange.

Messaging

The coexistence environment facilitates mail flow between Domino and Exchange. It allows you to configure how email addressing is handled between the two platforms.  It also manages calendar workflow between Domino and Exchange users, allowing them to schedule/update/reschedule and cancel single occurrence and recurring meetings irrespective of their migration status or email platform.

Items migrated with Notes Migrator will not have access to the full coexistence functionality until a post-migration workflow has been implemented.  Refer to Appendix H: Processing Repeating Meetings for information regarding unsupported items.

Directory Synchronization Using Directory Sync Pro

DirSync Pro automates the manual work of keeping Exchange and Domino environments in sync, by performing one off or scheduled synchronization of new and changed data from one or more Domino Directories and Windows Active Directory (See the DirSync Pro Help Center for additional information.)

FreeBusy

A Domino environment implements its calendar free/busy queries differently from the way Exchange does…which means that natively, one environment cannot see the availability of users in the other environment. To make the two environments communicate with each other, Integration for Notes uses FreeBusy, which works seamlessly with other components of the coexistence environment, so that Notes users can view the free/busy status of Exchange users…and vice versa. (For more information, see the FreeBusy user guide.)

Section 2: Features and Advantages

2.1     Features

Integration for Notes offers a number of improvements over native Domino/Exchange message and calendar interoperability, including:

  • User friendly display name formatting for mail messages and calendar invitations

  • Support for repeating meetings, including updates, invitee tracking and room and resource reservations

  • Customizable user alerts when updates to repeating meetings cannot be processed correctly due to native Domino and Exchange differences

  • Database, view, and doc links are displayed in Outlook the same way they are displayed in Notes

  • Notes-specific email elements are fully supported and actionable in Outlook, including:

    • Embedded forms

    • Link and action hotspots, text pop-ups and buttons

  • Mail flow redundancy and clustering

2.2     Functions and Advantages

Integration for Notes is designed to:

  • Achieve high-fidelity exchange of mail and calendar data by utilizing the SMTP protocol with MIME and iCAL encoding of Notes Rich Text data

  • Increase reliability with redundant mail flow paths for SMTP-based email data exchange

  • Provide reliable free/busy schedule lookups between Exchange and Domino users

  • Improve the appearance of addresses in the From, To, and CC fields, replacing unfriendly email addresses with user-friendly display names

  • Identify and intercept Exchange or Domino initiated invitations that the opposing system can’t support, and send customizable notifications to the meeting chairs

  • Allow Outlook users to book meetings using Domino rooms or resources

 

 

 

1.1 Document Conventions

  1. Document Conventions

Integration for Notes is the full name of the “heart” of Binary Tree’s complete coexistence solution. Integration for Notes itself is made up of several discrete functions which will be referred to throughout this document by their shorter names.

The two primary pieces of Integration for Notes are contained on the Domino coexistence server (messaging and calendaring workflow or “BTCal”) and on the Windows coexistence server (calendar free/busy lookups or “FreeBusy”).  When referring to the actual lookup of free and busy time between Domino and Exchange, “free/busy” is used; when referring to the Integration for Notes product, “FreeBusy” is used. Although FreeBusy is part of Integration for Notes, since it requires its own configuration, it has a separate user guide. While this guide touches on the entire coexistence suite of products, it is focused on the BTCal setup.

“Coexistence” (or “Coex”) is used to refer to both the state of interoperability between Domino and Exchange environments, and as the suite of Binary Tree products that create an ideal coex environment—Directory Sync Pro (DirSync Pro) and Integration for Notes.

 

1.2     Need for Coexistence

Coexistence is required when multiple messaging environments need to exist together over an extended period of time due to mergers and acquisitions, or during email system migrations.  Transparent, highly functional, and stable communication throughout the email environment is mission-critical, making coexistence much more than just a system that ensures email is delivered in a timely fashion.

Coexistence between Domino and Microsoft Exchange is successful if the following criteria are met:

  • Messages on the destination platform appear exactly the way they appear in the source platform including attachments, rich text, embedded images, and forms

  • Cross platform calendaring, including free/busy lookups, is functional (see the FreeBusy user guide for additional information)

  • Email directories are synchronized, allowing transparent access to addressing information (see the Directory Sync Pro for Domino and Active Directory user guide for additional information)

 

1.3     Integration for Notes: Product Overview

Integration for Notes delivers the highest levels of functionality, stability, and scalability for connection between Microsoft Exchange and Domino. It provides high-fidelity exchange of mail and calendar data.  It also intercepts mail and calendar data traveling between the environments, and if necessary, modifies the address and content portions of the message header and body to make coexistence between environments more transparent, functional, and user-friendly.  In addition, it preserves user workflow between Domino and Exchange.

“Workflow,” or the flow of data or information between users, applications, or a user and an application is illustrated by the image below, showing the different types of workflow managed in a coexistence environment.

Directory Workflow – Directory Sync Pro, although a separate Binary Tree product, is part of a rich coexistence solution; it is used to establish directory synchronization between the two platforms to make sure that user addressing is transparent and functional regardless of the migration status of the users  (see the DirSync Pro Help Center for more information)

Availability Workflow - Provides for calendar free/busy lookups to ensure that users can obtain schedule availability information for other users regardless of the system users are associated with (see the FreeBusy user guide)

Messaging Workflow - Enables the high-availability, high-performance, and high-fidelity exchange of data that preserves email related workflow, including Notes document and database links

Calendar Workflow - Ensures that corresponding calendar items function correctly between Notes and Outlook users when creating, updating, rescheduling, and cancelling meetings regardless of a user’s migration status (see the FreeBusy user guide)

Application Workflow - Preserves a user’s ability to receive Notes application-originated emails and to perform the actions required by these emails

1.4     Coexistence Environment

A coexistence environment can contain as little as one server (if only managing message and calendar workflow), but an ideal environment would contain a minimum of three servers as illustrated below: 

  • Domino Coexistence Server

  • Windows Coexistence Server (for FreeBusy only)

  • SQL Coexistence Server (for DirSync Pro)

An optional component of Integration for Notes is Zero-touch Application Remediation (ZApp), which allows Outlook users to view and act on email-enabled Notes applications. This is configured on the Domino coex server.

 

In the illustration above, one of the components is the Domino Coexistence Server, which is responsible for supporting coexistence server tasks at the Domino end of the environment. These server tasks include:

  • Messaging/calendaring/application coexistence

  • Free/busy lookup (see the FreeBusy user guide)

It also houses several Domino databases used by Integration for Notes, and, if ZApp is enabled, the BTStore database.

The Windows Coexistence Server, on the other hand, is designed to support coexistence on the Exchange side with free/busy lookups.

The SQL Coexistence Server (in the middle of the illustration) can be a dedicated or shared SQL Server and contains a SQL database which is used for name and email address directory synchronization between Domino and Exchange.

Messaging

The coexistence environment facilitates mail flow between Domino and Exchange. It allows you to configure how email addressing is handled between the two platforms.  It also manages calendar workflow between Domino and Exchange users, allowing them to schedule/update/reschedule and cancel single occurrence and recurring meetings irrespective of their migration status or email platform.

Items migrated with Notes Migrator will not have access to the full coexistence functionality until a post-migration workflow has been implemented.  Refer to Appendix H: Processing Repeating Meetings for information regarding unsupported items.

Directory Synchronization Using Directory Sync Pro

DirSync Pro automates the manual work of keeping Exchange and Domino environments in sync, by performing one off or scheduled synchronization of new and changed data from one or more Domino Directories and Windows Active Directory (See the DirSync Pro Help Center for additional information.)

FreeBusy

A Domino environment implements its calendar free/busy queries differently from the way Exchange does…which means that natively, one environment cannot see the availability of users in the other environment. To make the two environments communicate with each other, Integration for Notes uses FreeBusy, which works seamlessly with other components of the coexistence environment, so that Notes users can view the free/busy status of Exchange users…and vice versa. (For more information, see the FreeBusy user guide.)

Section 2: Features and Advantages

2.1     Features

Integration for Notes offers a number of improvements over native Domino/Exchange message and calendar interoperability, including:

  • User friendly display name formatting for mail messages and calendar invitations

  • Support for repeating meetings, including updates, invitee tracking and room and resource reservations

  • Customizable user alerts when updates to repeating meetings cannot be processed correctly due to native Domino and Exchange differences

  • Database, view, and doc links are displayed in Outlook the same way they are displayed in Notes

  • Notes-specific email elements are fully supported and actionable in Outlook, including:

    • Embedded forms

    • Link and action hotspots, text pop-ups and buttons

  • Mail flow redundancy and clustering

2.2     Functions and Advantages

Integration for Notes is designed to:

  • Achieve high-fidelity exchange of mail and calendar data by utilizing the SMTP protocol with MIME and iCAL encoding of Notes Rich Text data

  • Increase reliability with redundant mail flow paths for SMTP-based email data exchange

  • Provide reliable free/busy schedule lookups between Exchange and Domino users

  • Improve the appearance of addresses in the From, To, and CC fields, replacing unfriendly email addresses with user-friendly display names

  • Identify and intercept Exchange or Domino initiated invitations that the opposing system can’t support, and send customizable notifications to the meeting chairs

  • Allow Outlook users to book meetings using Domino rooms or resources

 

 

 

1.2 Need for Coexistence

  1. Document Conventions

Integration for Notes is the full name of the “heart” of Binary Tree’s complete coexistence solution. Integration for Notes itself is made up of several discrete functions which will be referred to throughout this document by their shorter names.

The two primary pieces of Integration for Notes are contained on the Domino coexistence server (messaging and calendaring workflow or “BTCal”) and on the Windows coexistence server (calendar free/busy lookups or “FreeBusy”).  When referring to the actual lookup of free and busy time between Domino and Exchange, “free/busy” is used; when referring to the Integration for Notes product, “FreeBusy” is used. Although FreeBusy is part of Integration for Notes, since it requires its own configuration, it has a separate user guide. While this guide touches on the entire coexistence suite of products, it is focused on the BTCal setup.

“Coexistence” (or “Coex”) is used to refer to both the state of interoperability between Domino and Exchange environments, and as the suite of Binary Tree products that create an ideal coex environment—Directory Sync Pro (DirSync Pro) and Integration for Notes.

 

1.2     Need for Coexistence

Coexistence is required when multiple messaging environments need to exist together over an extended period of time due to mergers and acquisitions, or during email system migrations.  Transparent, highly functional, and stable communication throughout the email environment is mission-critical, making coexistence much more than just a system that ensures email is delivered in a timely fashion.

Coexistence between Domino and Microsoft Exchange is successful if the following criteria are met:

  • Messages on the destination platform appear exactly the way they appear in the source platform including attachments, rich text, embedded images, and forms

  • Cross platform calendaring, including free/busy lookups, is functional (see the FreeBusy user guide for additional information)

  • Email directories are synchronized, allowing transparent access to addressing information (see the Directory Sync Pro for Domino and Active Directory user guide for additional information)

 

1.3     Integration for Notes: Product Overview

Integration for Notes delivers the highest levels of functionality, stability, and scalability for connection between Microsoft Exchange and Domino. It provides high-fidelity exchange of mail and calendar data.  It also intercepts mail and calendar data traveling between the environments, and if necessary, modifies the address and content portions of the message header and body to make coexistence between environments more transparent, functional, and user-friendly.  In addition, it preserves user workflow between Domino and Exchange.

“Workflow,” or the flow of data or information between users, applications, or a user and an application is illustrated by the image below, showing the different types of workflow managed in a coexistence environment.

Directory Workflow – Directory Sync Pro, although a separate Binary Tree product, is part of a rich coexistence solution; it is used to establish directory synchronization between the two platforms to make sure that user addressing is transparent and functional regardless of the migration status of the users  (see the DirSync Pro Help Center for more information)

Availability Workflow - Provides for calendar free/busy lookups to ensure that users can obtain schedule availability information for other users regardless of the system users are associated with (see the FreeBusy user guide)

Messaging Workflow - Enables the high-availability, high-performance, and high-fidelity exchange of data that preserves email related workflow, including Notes document and database links

Calendar Workflow - Ensures that corresponding calendar items function correctly between Notes and Outlook users when creating, updating, rescheduling, and cancelling meetings regardless of a user’s migration status (see the FreeBusy user guide)

Application Workflow - Preserves a user’s ability to receive Notes application-originated emails and to perform the actions required by these emails

1.4     Coexistence Environment

A coexistence environment can contain as little as one server (if only managing message and calendar workflow), but an ideal environment would contain a minimum of three servers as illustrated below: 

  • Domino Coexistence Server

  • Windows Coexistence Server (for FreeBusy only)

  • SQL Coexistence Server (for DirSync Pro)

An optional component of Integration for Notes is Zero-touch Application Remediation (ZApp), which allows Outlook users to view and act on email-enabled Notes applications. This is configured on the Domino coex server.

 

In the illustration above, one of the components is the Domino Coexistence Server, which is responsible for supporting coexistence server tasks at the Domino end of the environment. These server tasks include:

  • Messaging/calendaring/application coexistence

  • Free/busy lookup (see the FreeBusy user guide)

It also houses several Domino databases used by Integration for Notes, and, if ZApp is enabled, the BTStore database.

The Windows Coexistence Server, on the other hand, is designed to support coexistence on the Exchange side with free/busy lookups.

The SQL Coexistence Server (in the middle of the illustration) can be a dedicated or shared SQL Server and contains a SQL database which is used for name and email address directory synchronization between Domino and Exchange.

Messaging

The coexistence environment facilitates mail flow between Domino and Exchange. It allows you to configure how email addressing is handled between the two platforms.  It also manages calendar workflow between Domino and Exchange users, allowing them to schedule/update/reschedule and cancel single occurrence and recurring meetings irrespective of their migration status or email platform.

Items migrated with Notes Migrator will not have access to the full coexistence functionality until a post-migration workflow has been implemented.  Refer to Appendix H: Processing Repeating Meetings for information regarding unsupported items.

Directory Synchronization Using Directory Sync Pro

DirSync Pro automates the manual work of keeping Exchange and Domino environments in sync, by performing one off or scheduled synchronization of new and changed data from one or more Domino Directories and Windows Active Directory (See the DirSync Pro Help Center for additional information.)

FreeBusy

A Domino environment implements its calendar free/busy queries differently from the way Exchange does…which means that natively, one environment cannot see the availability of users in the other environment. To make the two environments communicate with each other, Integration for Notes uses FreeBusy, which works seamlessly with other components of the coexistence environment, so that Notes users can view the free/busy status of Exchange users…and vice versa. (For more information, see the FreeBusy user guide.)

Section 2: Features and Advantages

2.1     Features

Integration for Notes offers a number of improvements over native Domino/Exchange message and calendar interoperability, including:

  • User friendly display name formatting for mail messages and calendar invitations

  • Support for repeating meetings, including updates, invitee tracking and room and resource reservations

  • Customizable user alerts when updates to repeating meetings cannot be processed correctly due to native Domino and Exchange differences

  • Database, view, and doc links are displayed in Outlook the same way they are displayed in Notes

  • Notes-specific email elements are fully supported and actionable in Outlook, including:

    • Embedded forms

    • Link and action hotspots, text pop-ups and buttons

  • Mail flow redundancy and clustering

2.2     Functions and Advantages

Integration for Notes is designed to:

  • Achieve high-fidelity exchange of mail and calendar data by utilizing the SMTP protocol with MIME and iCAL encoding of Notes Rich Text data

  • Increase reliability with redundant mail flow paths for SMTP-based email data exchange

  • Provide reliable free/busy schedule lookups between Exchange and Domino users

  • Improve the appearance of addresses in the From, To, and CC fields, replacing unfriendly email addresses with user-friendly display names

  • Identify and intercept Exchange or Domino initiated invitations that the opposing system can’t support, and send customizable notifications to the meeting chairs

  • Allow Outlook users to book meetings using Domino rooms or resources

 

 

 

1.3 Integration for Notes: Product Overview

  1. Document Conventions

Integration for Notes is the full name of the “heart” of Binary Tree’s complete coexistence solution. Integration for Notes itself is made up of several discrete functions which will be referred to throughout this document by their shorter names.

The two primary pieces of Integration for Notes are contained on the Domino coexistence server (messaging and calendaring workflow or “BTCal”) and on the Windows coexistence server (calendar free/busy lookups or “FreeBusy”).  When referring to the actual lookup of free and busy time between Domino and Exchange, “free/busy” is used; when referring to the Integration for Notes product, “FreeBusy” is used. Although FreeBusy is part of Integration for Notes, since it requires its own configuration, it has a separate user guide. While this guide touches on the entire coexistence suite of products, it is focused on the BTCal setup.

“Coexistence” (or “Coex”) is used to refer to both the state of interoperability between Domino and Exchange environments, and as the suite of Binary Tree products that create an ideal coex environment—Directory Sync Pro (DirSync Pro) and Integration for Notes.

 

1.2     Need for Coexistence

Coexistence is required when multiple messaging environments need to exist together over an extended period of time due to mergers and acquisitions, or during email system migrations.  Transparent, highly functional, and stable communication throughout the email environment is mission-critical, making coexistence much more than just a system that ensures email is delivered in a timely fashion.

Coexistence between Domino and Microsoft Exchange is successful if the following criteria are met:

  • Messages on the destination platform appear exactly the way they appear in the source platform including attachments, rich text, embedded images, and forms

  • Cross platform calendaring, including free/busy lookups, is functional (see the FreeBusy user guide for additional information)

  • Email directories are synchronized, allowing transparent access to addressing information (see the Directory Sync Pro for Domino and Active Directory user guide for additional information)

 

1.3     Integration for Notes: Product Overview

Integration for Notes delivers the highest levels of functionality, stability, and scalability for connection between Microsoft Exchange and Domino. It provides high-fidelity exchange of mail and calendar data.  It also intercepts mail and calendar data traveling between the environments, and if necessary, modifies the address and content portions of the message header and body to make coexistence between environments more transparent, functional, and user-friendly.  In addition, it preserves user workflow between Domino and Exchange.

“Workflow,” or the flow of data or information between users, applications, or a user and an application is illustrated by the image below, showing the different types of workflow managed in a coexistence environment.

Directory Workflow – Directory Sync Pro, although a separate Binary Tree product, is part of a rich coexistence solution; it is used to establish directory synchronization between the two platforms to make sure that user addressing is transparent and functional regardless of the migration status of the users  (see the DirSync Pro Help Center for more information)

Availability Workflow - Provides for calendar free/busy lookups to ensure that users can obtain schedule availability information for other users regardless of the system users are associated with (see the FreeBusy user guide)

Messaging Workflow - Enables the high-availability, high-performance, and high-fidelity exchange of data that preserves email related workflow, including Notes document and database links

Calendar Workflow - Ensures that corresponding calendar items function correctly between Notes and Outlook users when creating, updating, rescheduling, and cancelling meetings regardless of a user’s migration status (see the FreeBusy user guide)

Application Workflow - Preserves a user’s ability to receive Notes application-originated emails and to perform the actions required by these emails

1.4     Coexistence Environment

A coexistence environment can contain as little as one server (if only managing message and calendar workflow), but an ideal environment would contain a minimum of three servers as illustrated below: 

  • Domino Coexistence Server

  • Windows Coexistence Server (for FreeBusy only)

  • SQL Coexistence Server (for DirSync Pro)

An optional component of Integration for Notes is Zero-touch Application Remediation (ZApp), which allows Outlook users to view and act on email-enabled Notes applications. This is configured on the Domino coex server.

 

In the illustration above, one of the components is the Domino Coexistence Server, which is responsible for supporting coexistence server tasks at the Domino end of the environment. These server tasks include:

  • Messaging/calendaring/application coexistence

  • Free/busy lookup (see the FreeBusy user guide)

It also houses several Domino databases used by Integration for Notes, and, if ZApp is enabled, the BTStore database.

The Windows Coexistence Server, on the other hand, is designed to support coexistence on the Exchange side with free/busy lookups.

The SQL Coexistence Server (in the middle of the illustration) can be a dedicated or shared SQL Server and contains a SQL database which is used for name and email address directory synchronization between Domino and Exchange.

Messaging

The coexistence environment facilitates mail flow between Domino and Exchange. It allows you to configure how email addressing is handled between the two platforms.  It also manages calendar workflow between Domino and Exchange users, allowing them to schedule/update/reschedule and cancel single occurrence and recurring meetings irrespective of their migration status or email platform.

Items migrated with Notes Migrator will not have access to the full coexistence functionality until a post-migration workflow has been implemented.  Refer to Appendix H: Processing Repeating Meetings for information regarding unsupported items.

Directory Synchronization Using Directory Sync Pro

DirSync Pro automates the manual work of keeping Exchange and Domino environments in sync, by performing one off or scheduled synchronization of new and changed data from one or more Domino Directories and Windows Active Directory (See the DirSync Pro Help Center for additional information.)

FreeBusy

A Domino environment implements its calendar free/busy queries differently from the way Exchange does…which means that natively, one environment cannot see the availability of users in the other environment. To make the two environments communicate with each other, Integration for Notes uses FreeBusy, which works seamlessly with other components of the coexistence environment, so that Notes users can view the free/busy status of Exchange users…and vice versa. (For more information, see the FreeBusy user guide.)

Section 2: Features and Advantages

2.1     Features

Integration for Notes offers a number of improvements over native Domino/Exchange message and calendar interoperability, including:

  • User friendly display name formatting for mail messages and calendar invitations

  • Support for repeating meetings, including updates, invitee tracking and room and resource reservations

  • Customizable user alerts when updates to repeating meetings cannot be processed correctly due to native Domino and Exchange differences

  • Database, view, and doc links are displayed in Outlook the same way they are displayed in Notes

  • Notes-specific email elements are fully supported and actionable in Outlook, including:

    • Embedded forms

    • Link and action hotspots, text pop-ups and buttons

  • Mail flow redundancy and clustering

2.2     Functions and Advantages

Integration for Notes is designed to:

  • Achieve high-fidelity exchange of mail and calendar data by utilizing the SMTP protocol with MIME and iCAL encoding of Notes Rich Text data

  • Increase reliability with redundant mail flow paths for SMTP-based email data exchange

  • Provide reliable free/busy schedule lookups between Exchange and Domino users

  • Improve the appearance of addresses in the From, To, and CC fields, replacing unfriendly email addresses with user-friendly display names

  • Identify and intercept Exchange or Domino initiated invitations that the opposing system can’t support, and send customizable notifications to the meeting chairs

  • Allow Outlook users to book meetings using Domino rooms or resources

 

 

 

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