Integration for Notes 20.13 - User Guide - BTCal

4.1 Recommended Prerequisite Knowledge

4.1    Recommended Prerequisite Knowledge

This guide assumes that the Integration for Notes administrator has some familiarity with both Domino and Exchange/Office 365.

Regarding Domino, the administrator should understand:

• How email routing works between Domino servers (NRPC and SMTP)

• Domino Replication topology and how Connection docs control replication

• Using Server and Configuration docs to manage a Domino environment

• Domino server and the Notes.INI file; for example, an administrator should know that the last character in an INI file needs to be a carriage return

• Domino Directory Domain docs, particularly Foreign Domain docs

If installing ZApp (an add-on to Integration for Notes), the administrators should also understand Domino ACLs, Readers fields, and how Notes forms interact with displayed field data.

Regarding Exchange/O365, an administrator should understand:

• How SMTP routing works to and from Exchange/O365

• How to create send and receive connections using PowerShell

• The difference between authoritative and remote domains

• The difference between user types: contacts, mail enabled and mailbox enabled

Section 5: Pre-installation Requirements

Before installing BTCal, the administrator should review this section to be sure the necessary products, permissions, and checklist items have been acquired (refer to the Integration for Notes BTCal/FreeBusy Requirements documentation). Some form of directory synchronization is necessary for integration. While it’s possible to manage directory synchronization manually, Binary Tree recommends its own Directory Sync Pro.

5.1 Recommended Products

5.1    Recommended Products

Directory Sync Pro

Why is Directory Sync Prorecommended?

Before Integration for Notes BTCal can be installed, a fully populated GAL (Global Address List) must exist in either the O365 or the local Exchange environments. Without this, the full calendaring functionality of BTCal will not be available. The GAL can be populated in O365 by manually adding the information from Notes, but this is cumbersome and error-prone.

Directory Sync Pro for Notes automates the process of populating the local Active Directory and transferring mail enabled objects from Notes to Exchange/O365. All of the mail addresses will need to be in Active Directory so that they can be synced to the cloud. Directory Sync Protakes the known valid SMTP addresses in Domino and writes them to Active Directory.

Visit https://www.binarytree.com/products/directory-sync-pro/ and refer to the “Documentation” link at the bottom of the page for more information on Directory Sync Pro.

FreeBusy

When is FreeBusy required?

FreeBusy is required for heavy users of calendaring. During coexistence, it allows users in Notes to schedule and coordinate meetings with users who have already migrated to Exchange. FreeBusy’s functionality is limited to indicating whether someone is available to schedule with a meeting.

Once all Domino mail objects have fully migrated from Notes to Exchange, FreeBusy is no longer required because all scheduling can be done in Exchange.

BTCal, on the other hand, is still useful after all users have migrated to Exchange. Most clients, after migration, will still want to use BTCal because it allows them to continue using some Notes applications. BTCal assists in handling the SMTP routing for mail-related applications.

See the FreeBusy User Guide for more information.

5.2 Required Administrator Rights and Permissions

5.2    Required Administrator Rights and Permissions

To install and configure BTCal, the administrator must have certain rights. The required temporary rights are listed below under their corresponding environment.