SMART Directory Sync 4.3.0.1 Installation Guide

SMART Directory Sync 4.3.0.1 Installation Guide
SMART Directory Sync
4.3.0.1
Installation Guide
September 2015
Table of Contents
Section 1. Introduction ..................................................................................................................3
1.1 Purpose ............................................................................................................................................... 3
1.2 Audience ............................................................................................................................................. 3
Section 2. Installing Directory Sync ................................................................................................4
2.1 Installing on a Binary Tree Windows Server ......................................................................................... 4
2.2 Installing on a Binary Tree Domino Server......................................................................................... 10
Section 3.Upgrading Directory Sync ............................................................................................. 18
3.1 Upgrading Directory Sync.................................................................................................................. 18
Section 4.Modifying, Repairing and Uninstalling Directory Sync ................................................... 22
Appendix A: Configuring Directory Sync in a Non-English Active Directory Environment ............... 23
About Binary Tree ....................................................................................................................... 24
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Section 1. Introduction
1.1 Purpose
The purpose of this document is to provide information on how to install Binary Tree’s SMART Directory Sync
application to perform object synchronizations between source and target directories in Active Directory and Domino.
1.2 Audience
If using SMART Directory Sync between Domino and Active Directory, this document assumes the reader has
experience using a Notes Client and basic Domino Administration skills, as well as Active Directory and Exchange
administration skills. If Domino/Notes, Active Directory, or Exchange Administration topics mentioned in this
document are not understood, please reference the product(s) System Administration documentation.
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Section 2. Installing Directory Sync
2.1 Installing on a Binary Tree Windows Server
1.
Download the install executable file from the FTP site and save it on the Binary Tree Windows Server. After you
have finished downloading, the Desktop icon will appear.
2.
Double-click the executable to begin installing Directory Sync.
3.
The Install Wizard appears. The wizard displays a list of prerequisites needed on your computer. Click Install to
download and install the prerequisites.
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4.
The Welcome screen appears. Click Next to continue.
5.
The License Agreement screen appears. To accept the terms of the license agreement and continue with the
install, click Yes.
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6.
The Installation Options screen appears. Review the options and click Next to continue.
7.
The Recommended Components screen appears. The wizard determines the suitable components and displays
the available components when installing on a Binary Tree Windows Server. Select the components to install
and click Next to continue.
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8.
The Installation Directory screen appears. Click Browse to choose a different install location. Click Next to
continue.
9.
The Database Server Login screen appears. Enter the SQL Database Server location and credential information.
Click Next to continue.
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10.
The Database Server Login screen continues to appear. Enter the SQL Database Server location for the logging
database and credential information. Click Next to continue.
11. If you selected to connect using Windows Authentication on the previous screen, a screen to enter domain
username and password appears. Enter the domain user in DOMAIN\username format and the password. Click
Next to continue.
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12.
The Ready to Install screen appears. Click Install to begin the installation.
13. When the installation completes, the InstallShield Wizard Complete message appears. Click Finish to close the
wizard.
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o
The Start Menu is updated and SMART Directory Sync icon is added to the desktop.
Start Menu:
Desktop icon:
2.2 Installing on a Binary Tree Domino Server
1.
Download the install executable file from the FTP site and save it on the Binary Tree Domino Server. After you
have finished downloading, the Desktop icon will appear.
2.
Double-click the executable to begin installing Directory Sync.
3.
The Install Wizard appears. The wizard displays a list of prerequisites needed on your computer. Click Install to
download and install the prerequisites.
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4.
The Welcome screen appears. Click Next to continue.
5.
The License Agreement screen appears. To accept the terms of the license agreement and continue with the
install, click Yes.
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6.
The Installation Options screen appears. Review the options and click Next to continue.
7.
The Recommended Components screen appears. The wizard determines the suitable components and displays
the available components when installing on a Binary Tree Domino Server. Select the components to install and
click Next to continue.
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8.
The Verify Domino Program Directory Path screen appears. Click Browse to choose a different install location.
Click Next to continue.
9.
The Verify Notes.ini File screen appears. Because the Domino server can be partitioned, ensure the correct
Notes.ini location is selected or click Browse to choose a different location. Click Next to continue.
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10.
The Database Server Login screen appears. Enter the SQL Database Server location and credential information.
Click Next to continue.
11. The Database Server Login screen continues to appear. Enter the SQL Database Server location for the logging
database and credential information. Click Next to continue.
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12.
If you selected to connect using Windows Authentication on the previous screen, a screen to enter domain
username and password appears. Enter the domain user in DOMAIN\username format and the password. Click
Next to continue.
13. The Ready to Install screen appears. Click Install to begin the installation.
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14.
The Edit notes.ini screen appears and lists the modifications needed to the notes.ini file. Choose to modify the
notes.ini file, save the required changes to notes.ini.alt file to be performed later, or to not make any changes to
the notes.ini file. Click Next to continue.
15.
The Edit notes.ini dialog will appear if you selected to modify the notes.ini file. You must restart the Domino
server for the changes to take effect. Click OK to continue.
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16. When the installation completes, the InstallShield Wizard Complete message appears. Click Finish to close the
wizard.
o
The Start Menu is updated and SMART Directory Sync icon is added to the desktop.
Start Menu:
Desktop icon:
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Section 3.Upgrading Directory Sync
3.1 Upgrading Directory Sync
Directory Sync can be upgraded to a new version without uninstalling the existing version. The install wizard will detect
the necessary changes and manage the upgrade. If you are using SMART Directory Sync in a Domino and Active
Directory implementation, you must upgrade both the Binary Tree Windows and Domino servers.
If upgrading from SMART Directory Sync 4.2.x.x to the 4.3 release, a complete sync (both a Push to SQL and a Pull from
SQL) must have been completed prior to the upgrade. If this cannot be done prior to the upgrade, then after the
upgrade the profiles must be reset.
A direct upgrade from versions prior to 4.2 to 4.3 is not recommended. It is recommended to first upgrade SMART
Directory Sync to 4.2 and then the upgrade to 4.3 can be processed. A full sync would need to be done prior to the
upgrade to 4.3 as per above.
If upgrading from version 4.2, truncating the log or reducing the log size as much as possible before upgrading is
recommended. This will reduce the amount of time needed to rebuild the log table index during the upgrade process.
1.
Download the install executable file of the new version from the FTP site and save it on the server.
2.
Run the executable file.
3.
An install wizard confirmation message appears. Click Yes to continue with the upgrade.
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4.
The wizard screen appears. Click Next to continue.
5.
The Database Server Login screen appears. The wizard detects the server location and credential information of
the existing Directory Sync database. Click Next to continue. Note that if you choose to install to a database
other than the existing database, previous changes made to the views will be lost.
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6.
The Database Server Login screen continues to appear. The wizard detects the server location and credential
information of the existing Directory Sync logging database. Click Next to continue.
7.
The Ready to Install screen appears. Click Install to begin the installation.
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8.
The Files in Use screen appears. Choose to automatically close and attempt to restart the applications or to not
close the applications. A reboot will be required if you choose to not close the applications. Click OK to continue.
9.
When the upgrade is complete, the Update Complete message appears. Click Finish to close the wizard.
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Section 4.Modifying, Repairing and Uninstalling
Directory Sync
Directory Sync can be modified, repaired, or uninstalled from the Programs and Features upgraded to a new version
without uninstalling the existing version. The install wizard will detect the necessary changes and manage the upgrade.
1.
Open Programs and Features by clicking the Windows Start button, clicking Control Panel, and clicking
Programs and Features.
2.
Select Binary Tree SMART Directory Sync from the list of programs and click Change.
3.
The wizard screen appears displaying the following options. Select one of the following options and click Next:
4.
o
Modify – use the Modify option to add and subtract components of Directory Sync. This is useful if you
wish to add or remove the SMART Directory Sync Console.
o
Repair – use the Repair option if Directory Sync needs to be repaired due to corruption.
o
Remove – use the Remove option to uninstall Directory Sync. You can also uninstall by clicking Uninstall
on the Programs and Features page.
Proceed through the wizard until finished.
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Appendix A: Configuring Directory Sync in a NonEnglish Active Directory Environment
Directory Sync refers to several system groups by their English names, which will not function properly when deploying
in environments where non-English Active Directory is deployed. To resolve this, the mapping of these systems group
names can be configured to accommodate non-English language deployments.
There are five new .config file values, representing the five system groups used by Directory Sync: All Users, All Groups,
All Rooms, Default Global Address List, and Deleted Objects. To localize a value, edit BinaryTree.
Dirsync.Exchange.exe.config on the Exchange Coexistence server and add the colored text below (the existing
configuration is shown below in black), replacing the value with the equivalent value in the appropriate language.
<?xml version="1.0"?>
<configuration>
<configSections>
</configSections>
<appSettings>
<add key="ExchangeOrgCN"
value="CN=MyLocalName,CN=Microsoft
Exchange,CN=Services,CN=Configuration,DC=bte14,DC=local"/>
<!-- The names of some of the system groups we use are localized.
To use the localized versions, replace the string in value with the localized
name, e.g.
<add key="LocalizedAllUsers" value="Tous les utilisateurs"/>
-->
<add key="LocalizedAllUsers" value="All Users"/>
<!--Tous les utilisateurs-->
<add key="LocalizedAllGroups" value="All Groups"/>
<add key="LocalizedAllRooms" value="All Rooms"/>
<add key="LocalizedDefaultGlobalAddressList" value="Default Global Address List"/>
<!--Liste d'adresses globale par défaut-->
<add key="LocalizedDeletedObjects" value="Deleted Objects"/>
<add key="MandatoryUserAttributes"
In the following example, “All Users” was replaced with the French equivalent of “Tous
les utilisateurs.”
Example:
<add key="LocalizedAllUsers" value="Tous les utilisateurs"/>
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About Binary Tree
Binary Tree is a singularly focused global provider of migration software and solutions for Lotus Notes, Microsoft
Exchange, Active Directory, and Windows Server environments. Since 1993, Binary Tree has enabled more than 6,000
customers to migrate more than 30 million email users, and facilitated some of the most complex migrations on the
planet. Its software solutions are available for migrating from Exchange 2003/2007/2010/2013 and Lotus Notes to onpremises and online versions of Microsoft Exchange, as well as migrations of Active Directory and Windows Server
environments. Binary Tree is a Microsoft Gold Partner, an IBM Advanced Business Partner, and is one of Microsoft’s
preferred vendors for migrating to Microsoft Office 365. The Company is headquartered outside of New York City with
offices in London, Paris, Stockholm and Sydney. For more information, visit us at www.binarytree.com.
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© Copyright 2015, Binary Tree, Inc. All rights reserved.
Binary Tree, the Binary Tree logo, the SMART Migration graphics, and any references to SMART Migration and Binary Tree’s soft ware products, are
trademarks of Binary Tree, Inc. All other trademarks are the trademarks or registered trademarks of their respective rights holders.
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