Notes Migrator | CMT is the new name of the product previously known as CMT for Exchange. The new name and logo will be implemented in a future version of the software.

1.1. Purpose & Audience

The purpose of this document is to provide information on how to install and configure CMT for Exchange to perform a migration from IBM Lotus Domino and Notes to Microsoft Exchange and Outlook.

This document assumes the reader has a minimum of one-year experience using a Notes Client and some basic Domino

Administration skills, as well as Exchange and PowerShell for mailbox provisioning. If Domino/Notes Administration topics mentioned in this document are not understood, please reference the Lotus Notes or Lotus System

Administration documentation.

1.2. About CMT for Exchange

CMT for Exchange is the most comprehensive software available for migrating from Lotus Domino to Microsoft

Exchange.

CMT for Exchange not only supports migrations to on-premises Microsoft Outlook and Exchange, but also to online versions of Microsoft Outlook and Exchange, including Office 365.

CMT for Exchange, which is a part of Binary Tree’s CMT suite of migration solutions, offers unmatched data fidelity, migration management, and migration throughput.

Data Fidelity

CMT for Exchange migrates Lotus Notes email messages, calendar entries, contacts, to-do lists, journal entries and more to Microsoft Outlook and Exchange while retaining the original text formatting, images, attachments, and links. CMT for

Exchange also ensures that custom recurring meetings are properly migrated so that any subsequent changes, reschedules, or cancellations can be entered for all instances of the meeting. The data fidelity of CMT for Exchange significantly reduces the risk that your users will experience business process disruptions, data loss , or corruption.

Migration Management

CMT for Exchange allows you to manage the entire migration project. CMT for Exchange enables you to schedule users for migration, monitor the status of their migration, and to configure pre- and post-processing actions, such as decrypting encrypted email items, collecting rules and Access Control Lists. CMT for Exchange also enables you to control the data being migrated by enabling you to filter it by data type and to set quotas on the amount of data migrated per mailbox. Acting as a centralized migration management system, CMT for Exchange reduces the risk of forgotten tasks and provides an audit trail of tasks both completed as well as pending.

Migration Throughput

CMT for Exchange can scale to meet the migration requirements of any organization. Under optimal conditions, a single

CMT for Exchange migration workstation can migrate more than 8 GB of data per hour. For smaller organizations, one

CMT for Exchange workstation may be appropriate. For larger migrations, multiple CMT for Exchange workstations, whether on virtual machines or individual workstations, will coordinate the work effortlessly. Adding additional

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workstations is a simple and painless process. These additional workstations use a technology called Automated

Workload Distribution (AWD) to ensure that each workstation is kept busy continuously.

Binary Tree has performed multiple laboratory tests to evaluate CMT for Exchange migration throughput. We have observed migration speeds of up to 8 GB of data per hour. However, these numbers have to be qualified with the following factors:



Laboratory migrations are performed over a high speed LAN (1000 mbps).



Laboratory Domino and Exchange Servers support very few active users.



Laboratory Migration workstation(s) normally have 2 GB of RAM or higher (often 4 GB). Although Binary

Tree specifies a minimum acceptable amount of RAM as 4 GB is strongly recommended. Also, processor speeds and number of processors increase migration throughput.



Higher migration speeds have been observed on physical workstations versus virtual ones.



Migration throughput is higher when migrating smaller number of messages with larger attachments than larger number of messages with smaller attachments. Additionally, disk I/O speeds greatly impact the throughput when migrating messages with attachments.



Migration throughput is lower when migrating calendar data, especially repeating calendar events. Large number of reschedules of repeating calendar events dramatically decreases migration throughput.



Large number of entries in the name translation table used to resolve source recipient lists decreases migration throughput.



Large numbers of personal contact distribution lists, and especially distribution lists with many members, dramatically decreases migration throughput. Laboratory migration performance does not necessarily provide accurate estimates for production migration performance. The only way of determining the throughput you may achieve in your own environment is to set up and run a proof-of-concept project.

Key Features and Functions

Migrated Data

 Mail Messages

 Subject, Date, Body, Recipients

 Mail Archives (server & local)

 Mail-in Databases

 Follow-up Flags

 File Attachments

 Doc Links, View Links and Database Links

 Folders and Nested Folders

 Calendar Entries

 Personal Contacts

 Public Distribution Lists

 Private Distribution Lists

 To-do Lists / Personal Journal Data

Data Fidelity

 Names Resolution

 Name Translation

 All Messages Reply-able in Outlook

 Migrates Embedded Images

 Migrates Encrypted Emails (after decrypting them or migrated the encrypted content attached in an .nsf)

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 Migrates Attachments

 Retains Formatting of Tables

 Retains Original HTML Formatting

Calendar Fidelity

 Migrates Single and Recurring Meetings

 Migrates Custom and Complex Recurring Meetings

 Migrates all Past and Present Calendar Entries

 Migrates all Rescheduled Calendar Entries

Data Filtering Options

 Filter by Document Type (Mail, Contact, Calendar, Task)

 Filter by Absolute/Relative Dates or Ranges

 Select to Skip a List of Folders

 Select to Skip Notes Links

 Filter by Data Quota Limits

Migration Management

 Advanced User Management

 Selective User Migration

 Migration-related Communications

 Scheduled Migrations

 Email Archive Migration Options

 Migration Destination Options

 Room and Resource Migration Options

 Mail File Access and Size Verification

 Migration Pre-processing

 Migration Post-Processing

 Automated or Manual User Provisioning

 Detailed Activity Logging

Migration Throughput

 Built-in Automated Workload Distribution (AWD) Functionality

 Up to 8 GB/hour Migration Throughput per Migration Workstation (actual throughput may vary depending on the environment).

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1.3. Product Overview

CMT for Exchange is an application that migrates IBM Lotus Domino/Notes mail, calendar, contacts, and other databases, such as Rooms & Resources, to Microsoft Exchange. There are two major activities involved in a migration:

 Pre-migration activities

 Actual data conversion

The CMT for Exchange application contains all the required tools to give you complete control of these two activities.

Pre-Migration

The CMT for Exchange database provides centralized control and management of all pre-migration activities.

The database provides all the steps necessary to manage the migration of the following data contained within a user mail file:

 Mail Messages

 Message Attachments

 Encrypted Messages

 Folders and Sub-Folders

 Single and Recurring Calendar Entries

 Personal Contacts

 Journal Entries

 To Do Entries

In addition, CMT for Exchange can also migrate the following items:

 Local Mail Archives

 Personal groups (in the user's mail file)

 Mail-In Databases

 Rooms and Resources

 Discussion Databases

 Document Libraries

Migration

Once pre-migration activities are complete, migration can be queued for the selected databases from CMT for Ex change.

The migration destination can be either an Exchange Server or .pst files.

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Section 2. Installing CMT for Exchange

CMT for Exchange consists of a frontend IBM Lotus Notes database. This and other software components of CMT for

Exchange are provided in an InstallShield installation package.

CMT for Exchange should be completely installed and configured on one migration workstation first. If more than one workstation is needed, you must then deploy CMT for Exchange to all other migration workstations, and each migration workstation should use one (same) Domino server-based database called CMT for Exchange instead of a local copy.

Reference the Automated Workload Distribution section of this guide for more information.

2.1. Before Installation

Before CMT for Exchange is installed, all hardware and software requirements must be completed. Refer to the CMT

for Exchange Requirements document for the complete list of hardware and software requirements.

During installation, several of the software requirements are verified. In some cases, the InstallShield installation package helps install missing software. However, it is recommended that the required software is installed prior to the product installation and to not to rely upon the aid of the InstallShield installation package.

Notes

The installer does not replace the CMT for Exchange.nsf database in the local notes data directory on the Migration Control Center when doing an upgrade from a previous release of CMT for Exchange.

When upgrading from a previous version of CMT for Exchange, you must complete one of the following tasks:

 Manually rename the file name of the existing “CMT for Exchange.nsf” database to something other than this reserved name. After the upgrade, the newly installed CMT for Exchange.nsf database is located in the notes data directory so you can configure it from the settings of the renamed database.

 Copy the newly installed database from the C:\Program Files\Binary Tree\CMT for

Exchange\Notes Tools directory on the Migration Control Center to the Notes client data directory, renaming the file to a Notes database template “CMT for Exchange.ntf”. Remember to sign the template if required. Replace the design of your existing CMT for Exchange.nsf database from the new template “CMT for Exchange.ntf” to get any updated design changes.

2.2. Downloading CMT for Exchange

Binary Tree maintains the latest release of the CMT for Exchange Installation Package on a secure FTP web site. The address to the FTP site is ftp://cftp.binarytree.com

. To download a copy, Binary Tree provides a user name and password. Log on to the web site using the given credentials and download Notes Migrator Setup .exe to the migration

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workstation’s Desktop. If you are installing on more than one workstation and plan to use a software management or

GPO to deploy, download the NotesMigratorWorker.msi.

2.3. Installing Software on the Migration Control Center

1. To launch the InstallShield install kit, double-click the Notes Migrator Setup .exe file from the desktop.

2. Click Run to start the wizard.

3. If required software is not installed, a dialog box shown below will be displa yed. To allow the wizard to install the required software, click Install.

Notes

The installation of the prerequisite software through the installer requires the workstation to have

Internet access.

Several dialog boxes similar to the ones shown below are displayed during requirement downloading and installation.

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4. When completed, the wizard displays the Welcome screen. Click Next.

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5. The wizard displays the License Agreement screen. Review the License Agreement and accept it. Click Yes.

6. Select the destination path for installing CMT for Exchange in the Choose Destination Location screen. It is strongly recommended that you keep the default destination folder. Click Next.

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7. Enter the database server location and the credential information, and then click Next to continue. When SQL

Server Express is installed by the installer, the password is set to “Password1” by default.

8. Several screens similar to the one below appear while the database and IIS is installed and configured.

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9. The Ready to Install Screen appears . Click Install to begin the installation.

10. The wizard notifies when the software is successfully installed and configured on your system. Click Finish to close the wizard.

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11. The wizard creates the CMT for Exchange subfolder in the Program Files folder. Within this folder is another subfolder Notes Tools that also contains a copy of the CMT for Exchange Notes data base. This copy can be used as a backup if needed.

In addition, a shortcut is added to the All Programs menu. Click Start -> All Programs -> Binary Tree -> CMT for

Exchange.

2.4. Setting the Default App Pool to Enable 32-bit Applications

1. After the installation, open the IIS Manager and navigate to Application Pools.

2. Right-click on .Net v4.5 in the Application Pools list and select Advanced Settings.

3. Set the Enable 32-bit Applications setting to True.

4. Restart the IIS Services.

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2.5. Repairing, or Uninstalling CMT Exchange

The CMT for Exchange software can be modified, repaired, or removed after it has been installed by executing CMT

Exchange Setup from the Control Panel.

1. In the Add or Remove Programs applet, locate the CMT Exchange Setup icon in the Control Panel and select it. To repair the application, select Repair. If you wish to remove the application, select Remove.

2.5.1 Repairing CMT for Exchange

1. To repair the currently installed software, select Repair and then click Next.

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2. Several Setup Status screens display.

3. The Maintenance Complete screen displays when the restore is complete. Click Finish.

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2.5.2 Uninstalling CMT for Exchange

1. To remove or uninstall the software, select Remove and then click Next.

2. To remove the CMT Exchange application, click Yes.

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3. When the uninstall process is complete, the Uninstall Complete screen displays. Click Finish.

The CMT Exchange application is removed.

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Section 3. Setting Up the CMT for Exchange

Notes Database

3.1. Opening the CMT for Exchange Notes Database

During the CMT for Exchange product installation on the first migration workstation, the CMT for Exchange Notes database is automatically copied to the local Notes client Data directory. To set up the Notes database, you need to create a copy of the database on the Domi no server, which has access to the user mail files or any other databases that needs to be migrated.

Notes

If you are setting up the first workstation for deployment, it is recommended that you make a copy of the Notes database on the server instead of a replica. However, if you go on to deploy more migration workstations; you can create database replicas subsequently. Before copying the database, you need to first open the database.

For a more convenient access to the database, it is recommended that you add the database icon to the

Notes client Workspace or bookmark it.

1. Launch the Lotus Notes client.

2. Open the CMT for Exchange Notes database from the Notes client menu by clicking File > Database > Open.

3. The Open Database dialog box appears. Select CMT for Exchange, and then click Open.

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4. The CMT for Exchange database icon is created on the Notes workspace and the database opens.

5. Once you have added the CMT for Exchange database to the Notes Workspace, double-click the database icon.

3.2. Navigating through CMT for Exchange Notes Database

The CMT for Exchange Notes database interface is divided into two panes. The left pane is the Navigation Pane and the right one is the Data Pane.

The Navigation Pane is used to control what information is displayed in the Data Pane. The Data Pane usually contains one or more buttons across the top of the pane. These buttons are used to perform specific migration tasks or provide online help.

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In the guide, items listed in the Navigation Pane are either referred to as documents, views, or sections. For example, click the Settings document to open the Settings Document in a new tab.

Click subsequent documents or sections to expand or change the view in the Data Pane. The Data Pane consists of data pertaining to the selected document along with a set of tools that need to be run on that data. These tools can either be buttons or drop-down menu options. An example of each displays below.

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3.3. Progress Summary

The database provides a very useful feature that allows you to analyze the status of migration and display it in a table.

1. Click Progress Summary.

2. Click Recalculate to update the Progress Summary table. This updates with the status of the ongoing migration, such as number of completed user migrations or number of pending mai l in databases migration.

3. Click Export to Excel to create a Microsoft Excel spreadsheet of the information contained in the Progress Summary.

3.4. Signing a New Notes Database

CMT for Exchange needs proper rights to access various Domino servers, directories, user mail files, and other databases that need to be migrated. Therefore, the database must be signed with a Notes ID with the required access rights before performing any action on the database.

If you do not know how or do not have the authority to set up these access rights, request assistance from the onsite

Domino administrator.

1. Click Progress Summary.

2. The CMT for Exchange Notes database displays. Click Sign This Database.

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3. The Continue Signing? dialog box displays. Click Yes.

4. If an Execution Security Alert appears, select Start trusting the signer to execute this action and click OK.

The database and all the related documents are successfully signed. Click OK to continue.

Notes

After you get past the Execution Security Alert, you may get the following error. This error generates if the Notes ID you have used to sign the database does not have proper rights to access the Domino servers, user mail files, and other databases to be migrated.

To avoid this error, ensure that the Notes ID used has proper rights. Contact your Notes System

Administrator Contact for assistance. Check the ACL for this database and add LocalDomainAdmin and <Domino server> with Manager-level access.

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3.5. Preventing Execution Security Alerts

When specific actions are executed for the first time on a Notes database, one or more Execution Security Alerts may display.

Notes protects against any potentially dangerous code executing by informing the user and asking for authorization.

Therefore, when CMT for Exchange performs an action, Notes perceives it as a danger and displays a security alert.

However, actions performed by CMT for Exchange are safe and should be allowed to execute. There are two ways by which you can prevent security alerts from reappearing. The first method is to authorize the Notes ID that was used to sign the database. To do this, select the Start trusting the signer to execute this action option in the Execution Security

Alert, and click OK.

For any action signed by Binary Tree, select the Start trusting the signer to execute this action option and click OK to continue.

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Alternately, all Execution Security Alerts can be prevented from reappearing by signing the database. Prior to opening the database, ensure that the Notes ID used to sign the database is trusted by every Notes client and Notes server throughout the organization.

Notes

The Execution Security Alert settings are unique for each installation of a Notes client. If the CMT for

Exchange Notes database is deployed to multi-workstations, the Execution Security Alerts may display when the database is opened for the first time on each migration workstation.

3.6. Viewing Licensing Agreement

1. Click View License Agreement from the Data Pane.

2. The license agreement information displays in a new tab. Review the license agreement.

3. Click Accept Terms of License Agreement.

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4. If you do not want to accept the license, click Close and discontinue using the product.

3.7. Requesting License Key

1. Click Request License Key.

2. The Request License Key dialog box appears. The fiel ds flagged with a * are required. Specify the details and then click OK.

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The following describes the values in each field.

Settings Description

Company name

Business Partner name

Contact Name

The name of the company requesting licenses.

The name of the business partner (optional).

Enter name of the contact person.

Contact Phone Number Enter the contact’s phone number.

Contact Email

Select License Type:

Enter he contact’s email address.

Select the product for which you need a license.

Enter License Count Enter the number of licenses you are requesting.

3. Once you click OK, a text file is automatically generated.

4. Copy and paste the information from the text file into an email and send it to [email protected].

The information provided is verified, and Binary Tree, Inc. will issue a valid license key for the number of users purchased.

3.8. Entering License Key

Binary Tree recommends that you do not apply the license prior to the Domino Server Installation procedure. This may corrupt the license.

1. Click Enter License Key.

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2. The CMT License dialog box displays indicating the current number of user licenses available and their status. Click

No if you do not want to change the current license. Click Yes to enter a license key.

3. Enter the license key provided by Binary Tree and click OK.

3.9. Contacting Support

Binary Tree Support can be contacted should you need assistance. To send an email to Binary Tree Support, use the following procedure.

1. Click Contact Support.

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2. The Contact Support dialog box appears. The fields flagged with a n asterisk (*) are required. Specify the details including your question or concern, and then click OK.

Notes

You can also send an email directly to the Binary Tree Support team or go to the Binary Tree

Website to request assistance.

3. Once you click OK, a confirmation message displays that an email has been sent to [email protected]

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Section 4. Exchange

Configuring Settings in CMT for

CMT for Exchange collects and manages the settings essential in performing a successful migration. These settings are located under Configuration in the Navigation Pane.

Office 365

If you are planning to migrate to Office 365, you should first enable Office 365 migrations on the Office

365 tab. Doing this will display additional settings for Office 365 migrations in various tabs. Refer to the

CMT for Exchange Comprehensive User Guide for Office 365 Migrations for additional information.

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4.1. Configuring Required Settings

Domino Settings

 The CMT for Exchange Settings document displays. In the Settings document, the Required Settings -> Domino tab displays by default.

Notes

You can view the description of each field in each tab by clicking its corresponding questi on mark icon . For example, click and hold the mouse pointer on the question mark icon next to the

Mail Server field to read its description.

Before any migration can be performed, the Required Settings tab must be completed. Two of the most important entries in this tab are the Mail Server and the Domino Directory. The specified Mail Server name is used to access the Domino Directory. The Domino Directory is used to retrieve the information required to import and create the

User Mail, Rooms & Resources Databases, Mail-in Databases, and Discussion & Document Library Databases control documents.

These control documents are critical to the migration process and in their absence, migration information cannot be collected for a given item, and therefore, the item cannot be migrated. The control documents are used extensively during the remaining migration processes.

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The following table describes the values for each setting.

Settings Description

Mail Server

Domino Directory

Server Mailbox

The Domino Directory name that CMT for Exchange will use for importing users, as found on the Domino server. Up to five additional Domino directories can be set by checking the box.

The mailbox filename that CMT for Exchange uses for sending Migration-related messages to selected users (for example, mail.box).

Audit Domino Encrypted

Items

When running Audit on user mail file, specifying Yes will check for encrypted items in the mail file. If encrypted items are found, you can either send the user an email message with a button that decrypts encrypted items so that they can be migrated, or you can send the user a message with document links to the encrypted items so that they can print them prior to migration. You can even do both if you have some reason to want a list of messages that had been encrypted before the decryption agent was run.

Audit Domino Mail Rules When running Audit on user mail file, specifying Yes wi ll check for the number of rules in the mail file. If rules are found, you can send users a list of their Rules that will help them in creating the rules in Outlook after migration.

Audit Exchange Migrated

Data

Enables auditing of migrated data in Exchange. Exchange Auditing should be enabled before data is migrated. Audit reports will be located in the \logs directory on the migration workstation(s).

User Notification Style

Enable this CMT db for

Notifications

The Domino server that CMT for Exchange will use for importing users and for sending Migration Messages.

Individual Notifications: Select if you want to send individual notification to each user and each mail/form will only have script for one action.

Combined Notifications: Select if you want to send one migration notification to each user and the notification/message to contain multiple selected forms, such as decrypting encrypted messages and synchronizing contacts and journals with mail file.

Click this button to create a Mail -In database document on the Domino Server for the CMT for Exchange database, and enable the database to receive User

Notification responses. This database must be hosted on a Domino server.

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Mail-enabling CMT for Exchange Database

A Mail-in Database Document is required for mail to be delivered to the newly created server copy of the CMT for

Exchange database. The procedure copies the database to the server and creates a Mail -In database document for the

CMT for Exchange database.

1. Create a mail-in database for CMT for Exchange database. Click on the Server Db Copy and Mail-In Db Doc button to create a copy of the CMT for Exchange database on the Domino server and configure the Mail in Database document

2. The Does CMT for Exchange already exist? dialog box opens. Click Yes (and skip to step 5).

3. If you are working with a local copy of the CMT for Exchange database, then cli ck No. The Create a db copy? dialog box opens.

4. Click Yes to create a copy of the local CMT for Exchange database on the server.

5. If you clicked Yes in the Does CMT for Exchange already exist? dialog box, the Choose Application dialog box opens.

Locate the CMT for Exchange database in the CMT folder on the server, and then click Open.

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6. The Fullname for the mail-in db doc dialog box confirms that the mail -in database for the selected server-based

CMT for Exchange database does not exist, and prompts you to specify a name for the mail -in database. After specifying the name, click OK.

7. In the Open the new mail-in doc? dialog box, click Yes to open the mail-in database.

The mail-in database document for CMT for Exchange opens.

8. To verify the creation of the mai l-in database, you can also launch Domino Administrator, open the Domino server, and access the Mail-In Databases and Resources folder under the People & Groups tab.

9. Double-click the document to open and review.

10. Once the mail-in database is successfully created, the Open Mail-In Db Doc button replaces the Server Db Copy and

Mail-In Db Doc button. Clicking it opens the database document for a review. Clicking the button with the X sign on it will remove all pointers to the location of the mail -in database.

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Notes

The Notes ID that is used to sign the CMT for Exchange database must have rights to add a new

Mail-In Database Document to the server Domino directory. If the following error message is displayed, the Notes ID does not have appropriate rights.

If you do not have the appropriate access rights to perform this action, see the onsite Domino

System Administrator for help.

11. It is recommended that after copying the database to the server, you delete the database from the local client folder. To remove it, right-click on CMT for Exchange on Local. Select Database, and then Delete. The Lotus Notes client prompts that the database and related documents will be permanently deleted. Click Yes to delete the local database.

Modifying the Inbound Processing Agent

Once you have mail -enabled the database, you need to modify the Inbound Processing agent to view the updates.

Perform the following steps to run the agent.

1. Install Domino Designer on the workstation where CMT for Exchange Notes database is located .

2. Launch CMT for Exchange Notes database in Domino Designer.

3. Expand Shared Code and select Agents.

4. Select the InboundProcessing agent as shown below.

5. Double-click InboundProcessing to open the InboundProcessing Agent Properties.

6. Click the Security tab.

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7. The Administrator should be listed in the Run on behalf of section.

8. In the Set Runtime security level: field, select Allow Restricted Operations with full administration rights.

9. Once you've edited the agent, close the Properties box.

10. Close the Inbound Processing – Agent tab.

11. Save the changes.

12. Click Sign.

Notes

This agent runs before new mail arrives and the Domino router must be set to allow these types of agents to run. To enable this option, go to Router/SMTP -> Restrictions and Controls -> Delivery Controls tab and set the Pre-delivery agents option to Enabled.

LDAP Settings

1. Click LDAP under the Required Settings tab.

In this tab, specify the Active Directory information to resolve users by matching them between source and destination platforms via Lightweight Directory Access Protocol (LDAP). To use this option, specify the required details.

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Use the following table to enter the correct values for each field.

Settings Description

Domain The common name of the Active Directory domain. For example, binarytree rather than binarytree.com.

LDAP IP Address or Host Name The fully qualified LDAP server name, IP Address, or resolvable DNS name of the Active Directory server. (e.g. PC-XP-01. binarytree.com or

192.163.15.12).

LDAP Port Specify the LDAP port.

The default port for LDAP is 389.

The default port for SSL LDAP is 636.

For example: administrator and not <domain>\administrator

Password The password associated wi th the ID specified in Login ID.

Validate Settings Click to validate the specified values to ensure that you are able to connect to the domain in Exchange where the end users will be eventually migrated.

LDAP Directory Base (Base DN) If LDAP settings result in a successful connection, then this field is automatically updated.

Specify the directory base for all LDAP queries. The query settings will enable the search in AD to ensure that users are getting resolved against the right container ‘directory’ within AD.

Example: DC=btexchange2k7,DC=com

Quick Check

Full Check

If you want to search only the first ten users, select Quick Check; and if you want to search all the users, select Full Check.

Validate Query Settings Click to validate the values specified in LDAP Directory Base to ensure that query string is resolving users and returning the number of resolved users.

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2. Click Validate Settings.

3. The LDAP Connection Settings Test Results message box displays. The settings are validated and the connection was successful. Click OK.

4. Notice that the LDAP Directory Base (Base DN) field is automatically populated.

To ensure that the specified directory base, where all LDAP searches will be conducted, is correct; you should validate this setting as well. Click Validate Query Settings.

5. The LDAP Query User Settings Test Results message box displays. The query setting is validated and some records are returned. In a production environment, ten records should be returned always. Click OK.

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Additional Settings

1. Click the Additional tab under Required Settings.

2. Configure these settings with the names of the views to locate and import User and Mail -in Databases information.

Also, specify the Migration Status Codes that can be assigned to users’ mail and databases con trol documents. You can assign a code to a user to update its status and view users based on their status codes. This helps in providing a better picture of the migration progress.

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The following table describes the values for each setting.

Settings Description

CMT Migration Server Specify the network hostname or IP address of the machine that is running the migration server.

CMT Program Directory

Use Secure Web Services

Specify the complete program directory path to CMT for Exchange installation. This location will be us ed to launch the migration engine when the migration is triggered off.

Note: During the installation of CMT for Exchange, if you had specified a destination folder path other than the default (C:\Program Files\Binary

Tree\CMT Exchange), then you must replace the default path specified in the CMT Program Directory field with the modified path. In failing to do so, the migration engine will not launch when the migrations are set to go off.

Specify whether the web service calls are made to an XML server configured for secure access. Note that additional steps are required to secure the web services. The default selection is “Yes” which uses the CMT eService COM object to access the XML server.

Refer to Appendix E: Securing CMT for Excha nge Web Services with

Windows Authentication for additional steps if you select Yes.

I have multiple control Centers This option appears if the multiple Migration Control Center advanced feature is enabled on the Other Setting tab. Check this option to define the IP addresses of the Control Centers. When enabled, the Set Migration

Status options include Set Migration MCC and Clear Migration MCC options.

Migration Server Control

Center IPs

Appears if “I have multiple control Centers” is checked. This fiel d is used by the Set Migration Status agent.

Values must be entered as follows:

Workstation#=IP address of CMTe Control Center

For example:

1=192.168.1.0

2=192.168.1.1

3=192.168.1.2

User Import View Specify the view in the Domino directory that CMT for Exchange database will use for importing users. Use the People view unless there is a custom view that you have created.

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Settings Description

Mail In Databases Import View Specify the view in the Domino directory that CMT for Exchange database will use for importing mail -in databases and resources. Use the Mail -In

Databases view unless there is a custom view that you have created.

Migration Status Codes Specify a personalized list of status codes that will be used during the migration project. These codes can be assigned to users’ mail and databases control documents. If these status codes are assigned during the different phases of the migration process, timely status reports can be produced. These status reports will help provide a better picture of the migration progress. With this type of information, you have more control over the migration project and can react quickly to any identified issue.

Adjustments can be made to help fine tune the migration schedule by adding more or different resources. Status codes must be separated by a new line. A list of status codes has been specified for you. You can either retain or change these status codes depending on your need.

CAS Server

Username

Specify the Exchange Client Access Server (CAS) name. If a name is specified, then the matching process will use the following URL to resolve users. https://[servername]/autodiscover/autodiscover.xml

However, if you have specified the full URL to the Autodiscover service, then the URL will be used to resolve users.

If only the CAS Server name or IP address is specified in the CAS Server field, then you must specify a valid username for the authentication process that takes place on the CAS server. Note that the username should be in the following format: <domain>\<username>

If you have specified a full URL (with https://) in the CAS Server field, then you can leave this field blank.

Password

Powershell Logging Path

Specify the password associated with the username provided in the previous field.

If you specified a full URL (with https://), then you can leave this field blank.

The MS Powershell used when generating, executing, and logging PS1 script. This path can be edited on User Provisioning tab.

Default Reporting Path for

Matching

Customer Name

Specify the reporting path used by the matching process. The default path is C:\Matching\.

Specify the Customer name that you would like in the status report.

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Settings Description

Send Customer Status Report

Specify the Group Name or SMTP addresses of the persons that should receive the status report.

Send Operator Status Report

Specify the Group Name or SMTP addresses of the persons that should receive the full status report.

Migration Status Report Path Specify the working path for migration status reports.

Create a combined report for multiple Migration

Management databases (up to

5 additional)

Check this option to specify up to five additional migration management databases to include in a combined report.

4.2. Configuring Email Repliability

Click the Email Repliability tab to s pecify the appropriate values for the Domino environment.

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Refer to the table given below for a brief description of all the settings in the Email Repliability tab.

Settings Description

Past and Present Domino Domains The Domino domain names that are stripped from the email addresses, and result in a valid and reply-able address regardless of domain name changes over the years. Enter a comma-separated list of domain names – no @ character is necessary.

Note: These are Domino domains, not SMTP or Internet domains, so it would more likely be ACME or ACME-NOTES, rather than acme.com.

Last Name Translation Update This field is automatically populated during the Name Translation Update

Process. If you are using the Classic Name Translation Process, this value will indicate the last time the Domino Directory was searched for updates, no the last time those updates were applied to the XML server.

Name Translation Type

Name Translation Database

Name Translation Failover

Table

Specify how name translation is processed. The “Dynamic Lookup” type uses the EMM database for name translation and is the recommended method. The “Classic” type uses the CMT XML server for name translation and requires SQL. This should only be used by existing customers that do not want to change Name Translation Type mid-migration, or under advisement by Binary Tree.

“Dynamic Lookup” is selected by default, the Name Translation Database field appears allowing you to browse for the primary database to use for

Dynamic Lookup name translation. A warni ng will appear if you attempt to save the configuration without defining the Name Translation Database.

If “Dynamic Lookup” is selected, the Name Translation Failover field appears allowing you to optionally set the path to the primary failover database used for Name Translation lookups. The failover database is used if the primary database is inaccessible. This database should reside on the Domino server. If a local (workspace) path is used, the EMM database must be replicated to the same relative path on all workstations.

If “Dynamic Lookup” is selected, the table of Name Translation Database table appears allowing you set the Name Translation Databases and Name

Translation Failover Databases on multiple workstations. Cl ick Set

selected to define a Name Translation Database and Name Translation

Failover for the selected workstation to use instead of the primary

(default) databases defined above.

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4.3. Configuring Mail File Processing

Click the Mail File Processing tab to s pecify the appropriate values for the Domino environment.

Notes

Mail File Processing works with the assumption that CMT for Coexistence is configured between

Domino and Exchange.

You must configure this section prior to using the Maintain Transitional Cale ndar Workflow (MTCW) agent. This agent gathers recurrence pattern information for meetings and copies that information into the BTCache.nsf, which allows calendar workflow to behave as expected regardless of migration status of the chairperson or attendees.

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Refer to the table given below for a brief description of all the settings in the Mail File Processing tab.

Settings Description

Present Domino Domain Specify the existing Domino domain.

Exchange Foreign Domain

Write Person Doc Changes to

This is the name of the Lotus Notes foreign domain that was configured to route mail from the Domino infrastructure to Exchange.

Select which server you want to use when writing changes after a user is created in Exchange. Whether you choose the Domino Admin Server or the Home Mail Server depends on the existing infrastructure and replication frequency.

Enabled Calendar Domain?

Appears if Office 365 migration is enabled

Select Yes to update the CalendarDomain field in the selected Person document. A selection of No will result in no change occurring to that field.

Retain Mail File & Server Info?

Disable Directory Synchronization?

Appears if Office 365 migration is enabled

When running Routing Update functions, the Directory Synchronization is disabled. If you wish this to remain enabled, select No. By selecting Yes, the person document will be disabled from directory synchronization operations.

Modify Forwarding Address?

Appears if Office 365 migration is enabled

When running Routing Update functions, the Mail File Name and Mail

Server information is removed from the Person Documents for the selected users. If you wish to retain this information, select Yes. If you select No, if Mail Routing is reverted back to Notes then the data will be restored from the values recorded in the CMTe Person document.

Otherwise, the Mail File and Mail Server will not be updated assuming the values already exist in the NAB Person document.

Appears if Office 365 migration is enabled

If using mail forwarding for mail routing to Office 365 during the coexistence period select this option. This option will only update the Mail

Forwarding Address in the selected Person document(s) rather than the

Domain and Mail Type as the above operation performs. If No is selected then no changes will occur and the normal operations will be executed.

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Settings

Enter New Address Parameters

Enable Replication

Replication Type

BTRECIPCONVERTFIELD

BTEXCHANGESERVER

Coexistence Server

Path to BTCACHE.NSF

Description

Appears if Office 365 migration is enabled

If using mail forwarding for mail routing to Office 365 during the coexistence period the address will need to be built correctly. Enter the new domain and select the correct address name part. If selecting custom field then the forwarding address will be built based on the value of this custom field. If the field value contains a valid RFC 821 Internet address then that address will be used otherwise it will use whatever value plus the configured domain.

Appears if Office 365 migration is enabled

If you wish replication to be executed after the changes are made to the

Domino Directory select Yes. By selecting No, updates will occur on the selected Domino Directory but replication of these changes will happen during normal scheduled replication between servers.

Appears if Office 365 migration is enabled

If you select to enable replication, select One Way Sync or Two Way Sync.

Specify which Domino Directory field is used for generating SMTP address for recipients of mail items from Domino to Exchange. Based on the value of the field, the SMTP address for each recipient is generated as follows:

Each Recipient value is matched against all Domino Directories defined by

Directory Cascading or Directory Assistance. If a unique match is not found, an NDR is generated and sent to the originator.

This value should match the COEX configuration.

Specify the value in the Foreign SMTP Domain document and Connection

Document defined in the Domino Directory.

Required for the MTCW (Maintain Transitional Calendar Workflow) agent.

Specify the name of the CMTc Domino Coexistence server to host a replica of BTCACHE.NSF.

Required for the MTCW (Maintain Transitional Calendar Workflow) agent.

Specify the path and file name of BTCACHE.NSF relative to the data directory.

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Settings Description

Cache document purge Required for the MTCW (Maintain Transitional Calendar Workflow) agent.

Specify the number of calendar days after the last calendar event the

CMTc cache document will expire. MTCW (Mainta in Transitional Calendar

Workflow) will not create expired cache documents. The default value is

30 days.

Create Migration Docs in this Stage Specify whether you want to create migration documents during the

Audit, Match, Notify, or Migration stage.

Create Exchange Archive

Documents

Select Yes to create Exchange Archive Migration documents during the matching phase if you will be migrating data to Exchange Archives.

Exchange Archive Migration documents will only be created if the user has an archive.

Notes ID used to access mail files Specify the Notes ID file to use during the migration process. This is the ID configured for all migration workstations.

4.4. Configuring User Provisioning

Click the User Provisioning tab to define how Exchange accounts are crea ted and matched to the original Domino accounts.

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Refer to the table below for a brief description of all the settings in the User Provisioning tab.

Settings Description

Exchange Version

Hide Mailboxes from GAL

Match AD Account to

Log Folder

Specify the version of Exchange to which you are migrating.

After a new Exchange user is created, you have the option to hide that account from displaying in the GAL. Select Yes if you want to hide the new mail users.

This option allows you to determine how the AMT databas e matches the

Domino users with its Exchange mail contact entry. There are four options:

 Shortname – This will match the Domino short name to the AD logon field.

 Local Part of Internet address – This matches the first part of a user’s

Internet address between Domino in AD.

 Other Domino field – This allows you to choose a specific Domino field from the Domino directory to match with the AD SAMAccount name entry.

 Custom Match – This allows you to define the field in Notes and AD that you wish to use to compl ete the match.

When using Other or Custom match, you will be asked for the field names you wish to use in this section of the configuration.

Specify the path where the AMT should create its log files.

Force Changes on this DC

Account Performing Migrations

DC For Contacts

LDAP Path of Contact Container

This is the domain controller (DC) on which CMTEl will write its changes.

Specify the Windows account name that will be logged in on the Migration farm.

Specify the name of the domain controller that hosts the Domino contacts.

If Contact objects were created for Domino user, specify the LDAP path to the container housing those contacts.

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Settings

Resource Forest Settings

PowerShell Run Delay

Remote Powershell URL

Create New Users

Active Directory Domain

OU for new users

Default Password

Force Password Change

Create New Accounts

Description

On occasion, the Exchange environment will be hosted in a different forest than its users’. To accommodate for this type of configuration, you can enable the Resource Forest Settings feature. When enabled, you will need to specify the following information:

 Linked Master DC – Specify the name of the domain controller that is the master DC for the user forests.

 Linked Master Domain – Specify the linked master domain name in common format (for example, myLinkedDomain).

The delay before executing PowerShell functions. This allows for LDAP operations to replicate in AD prior to cmd-lets running.

Enter the URL of the remote PowerShell host (i.e. http://host/powershell).

Remote PowerShell access must be granted to the logged on user, and

Enable-PSRemoting must have been run on the remote host .

Note: This applies only to Exchange 2010.

Select Yes to create users that do not already exist in Active Directory.

Appears if Create New Users is set to Yes. Active Directory Domain name in domain.com format.

Appears if Create New Users is set to Yes. Organizational Unit to create new users in. Leave blank for the default OU.

Appears if Create New Users is set to Yes. This will be the default password assigned to any newly created users.

Appears if Create New Users is set to Yes. Force newly created users to change their password on first login.

Select Yes to create rooms/resource/MIDB accounts that do not alrea dy exist in Active Directory.

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Settings

Active Directory Domain

OU for Rooms

OU for Resources/Equipment

OU for MIDB/Shared Mailbox

Separate X500 Address Function

Description

Appears if Create New Accounts is set to Yes. Active Directory Domain name in domain.com format. Used to create the UPN.

Appears if Create New Accounts is set to Yes. Organizational Unit to create new Room objects. This must be DN format. Leave blank for the default user container defined in Exchange.

Appears if Create New Accounts is set to Yes. Organizational Unit to create new Equipment objects. This must be DN format. Leave blank for the default user container defined in Exchange.

Appears if Create New Accounts is set to Yes. Organizational Unit to create new Shared Mailbox objects. This must be DN format. Leave blank for the default user container defined in Exchange.

In very large or highly latent Active Directories, the time between creating an Exchange mailbox and setting the X500 address within the

(EnableMailbox) agent can be too short. This results in the code trying to set the X500 address on a mailbox that has not been fully initialized within the environment, and subsequently a failure to set the X500 address.

Selecting Yes splits the X500 address into a separate button.

4.5. Configuring Office 365 Settings

Office 365

If you are planning to migrate to Office 365, you should first enable Office 365 migrations on the Office

365 tab. Doing this will display additional settings for Office 365 migrations in various tabs. Refer to the

CMT for Exchange Comprehensive User Guide for Office 365 Migrations for additional information.

1. Click the Office 365 tab. Configure these settings when migrating to Office 365.

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2. Configure these settings if you want to migrate to Office 365.

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Use the following table to help enter the correct values for each setting.

Settings Description

Migrate to Office 365

Default Reporting Path for

Permission

Select Yes to enable migration to Office 365 and display the Office 365 settings below.

Office 365 Global Administrator

Appears if Office 365 migration is enabled

Specify the Office 365 Admin SMTP address used to pass credentials to

Office 365 for remote access.

Office 365 Security Group

Appears if Office 365 migration is enabled

Specify the Office 365 Security Group Name used to s et mailbox permission for migration purposes.

Office 365 License Type

Appears if Office 365 migration is enabled

Select the license type. All accounts will be activated under the selected license. Select “Multiple License Types” if you have multiple types to choose from.

Office 365 Account Sku ID Prefix

Appears if Office 365 migration is enabled

Specify the tenant name of the client which is used to build the folder structure for reporting and activation. The required naming convention is to duplicate the given tenant name. For example,

@contoso.onmicrosoft.com would have an Account Sku ID of

“contoso:ENTERPRISEPACK”.

PowerShell Logging Path

Appears if Office 365 migration is enabled

Specify the PowerShell logging path used when generating, executing, and logging PowerShell scripts.

Default Reporting Path for

Validation

Appears if Office 365 migration is enabled

Specify the reporting path used by the validation process.

Default Reporting Path for

Activation

Appears if Office 365 migration is enabled

Specify the reporting path used by the activation process.

Appears if Office 365 migration is enabled

Specify the reporting path used by the permission process.

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Settings

O365 Location Country Codes

Description

Appears if Office 365 migration is enabled

Specify the ISO Country Codes that will be assigned to the account in

Office 365. These values will be used during the activation process.

4.6. Configuring Archive Settings

Local Archive Discovery

The preferred method of migrating end user archives is to configure the Local Archive Discovery settings and sending the

Local Archive Discovery application to users to identify the local archives on the user’s workstation. Detailed information for configuring and using the Local Archive Discovery application is available in the Archive Migrator User Guide.

Legacy Archive Processing

If you are using the Lotus Script agent instead of the Local Archive Discovery application, configure the settings in the

Legacy Archive Processing section.

1. Click the Copy end user archives to server tab. Configure these settings to copy local Notes archives to a server for centralized migration.

2. Configure these settings if you want to send an email to end users that will contain instru ctions and a button, which when clicked will copy their Archive database to the Domino server. Once on the server, the Archive databases can be migrated either to .pst files or to Microsoft Exchange. a. Once you click on the button to perform the copy/replic ate your local archives to the Domino server, a new archive Person Document is created for each archive database copied to the server. The archive Person

Documents are then listed in the Set Migration Profile view.

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b. To view which archive database will be migrated, double-click and open the username archive Person document. c. Assign a migration profile and the user will be promoted to the Migrate view to perform the migration.

Use the following table to help enter the correct values for each setting.

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Settings Description

Archive Processing Specify where Archive data will be copied; to a specified Archive server

OR into user’s existing Domino mail file.

Create Archive Copy or Replica Specify whether you want to create a copy or replica of the Archive database. It is recommended that you create a replica. This will ensure that your archives will remain updated even if there is a time lapse between the preprocessing phase and actual migration.

Archive Destination Server

Archive Destination Path

Specify the destination Domino server where the copy/replica of the

Archive Database will be stored.

Leave it blank if you are copying them to a file server or a local workstation.

Specify the destination path where the copy/replica of the Archive database will be stored.

Ensure that the path is relative if destination is a Domino server.

However, if destination is a file server, full path must be specified

Local Archive Discovery Specify how CMT for Exchange will look for Archive databases on the end user machine. You can either select Auto Discover or Prompt User.

3. The Archive Processing field can copy the archive data to either the end user’s existing mailbox or a specified archive server.

4. If you select Copy Data to End User’s Existing Mail, the form changes to display the Archive Folder Name field and remove the following three fields (Create Archive Copy or Replica, Archive Destination Server and Archive

Destination Path). The added field specifies the folder name where all the archived data will be copied in users’ mailbox. You can specify any name in this field.

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5. Retain the default selection of Copy to Specified Archive Server in the Archive Processing field, and click OK.

6. Click the down-arrow next to the Create Archive Copy or Replica field. Select Replica, and click OK.

7. In the Archive Destination Server field, specify the IP address of the server where either copies or replicas of end users’ Archive databases will be stored. Leave the field blank since you are copying archives to a local workstatio n.

8. Specify the destination path where end user .pst files will be stored in the Archive Destination Path field. In the field, specify Archives.

9. Click the down-arrow next to the Local Archive Discovery field. You can either auto discover or prompt the user.

Click OK.

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4.7. Configuring Rooms & Resources Settings

1. Click Rooms & Resources. This tab has two sections. Review the general description provided for both the sections.

Rooms & Resource Migration Options

The Rooms & Resource Migration Options section enables you to configure settings to determine how resources are handled during a migration.

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The following table describes the values for each setting.

Settings Description

Rooms and Resources Target

Room Label

Resource Label

Specify if you want the room or the resource to be migrated to a Location field, or be appended to the message body, both, or none.

Specify the label you wish to be prefixed to the migrated room text.

Specify the label you wish to be prefixed to the migrated resource text.

Online Label

Location Detail Indicator

Room Resource Separator

Specify the label you wish to be prefixed to the migrated online text.

Specify the text you wish to appear when room or resource text is not included in the Location field.

Specify a string that separates the location, room, resource, or online values that are included on the Location field.

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Rooms & Resource Settings

Configure these settings if you want to migrate Rooms and Resources. The first step of the process involves importing Rooms and Resources into the CMT for Exchange database. Lotus Notes stores multiple Rooms/Resources in a single database. CMT for Exchange allows you to import and create a separate .nsf for selected Room/Resource and copy its corresponding calendar into the newly created .nsf. Once all the Rooms/Resources that you want to migrate have been separately imported, you can export them to CMT for Exchange migration engine and migrate them.

The following table describes the correct values for each setting.

Settings Description

Rooms and Resources Import

View

Target Server

Target Path

Database Template

Specify the view in the Domino directory that CMT for Exchange will use for importing the different Rooms and Resources. Use the Rooms

Resources view unless there is a custom view that you have created.

Specify the Domino server that CMT for Exchange will use when creating separate .nsfs for each Room/Resource. Leave it blank if the destination is a file server or local workstation.

Specify the destination path where separate .nsfs will be created for selected Rooms/Resources.

The path is relative if the destination is a Domino server. If the destination is a file server, full path must be specified.

Specify the template that will be used to create the new room or resource database to migrate.

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4.8. Configuring Group Migration Settings

The Group Migration settings are used when migrating groups.

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The following table describes the values for each setting.

Settings Description

CMTe Database Server The server that the CMTe database resides on. It is used to import users.

CMTe Filename

Group Import View

Target OU for Groups

Process Nested Groups

Maximum Nested Level

Lookup Members in

Append to Existing Groups

Target OU for External Contacts

Hide External Contacts from GAL

The file name used to import groups. Leave blank to import from the Domino

Directory.

The view used to import users. Use the “Groups” view unless you want to use a previously created view.

Enter the organizational unit to contain newly created distribution groups in

Active Directory. The format should be OU=Groups,DC=contoso,DC=com

Specify if a member is found to be a nested group, should the nested group be migrated as well. Nested groups must already be imported to be migrated automatically with this setting.

Enter the maximum number of nested group levels to process. This setting helps avoid nesting loops.

Determines if members are only looked up within the CMTe database or if they will also be looked up in the Domino Directory. The CMTe then NAB option allows processing of members that may not be imported into CMTe yet.

Specify if a group is found to exist in Active Directory already, should members be appended to that existing group or should the group be skipped for migration.

Enter the name of the OU where External (SMTP) Contacts will be created. (for example, ou=ExtUsers,DC=contoso,DC=com)

Specify if external contacts from the GAL should be hidden.

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4.9. Configuring Replica Settings

The Replica Settings are used when using a Domino staging server. A staging server is often used when the Domino mail servers are not on the same LAN as Exchange and/or the migration environment to mitigate migration throughput degradation due to the network. Staging servers are also used if you will be using replication formulas to filter the data intended for migration.

The following table describes the values for each setting.

Settings Description

Staging Server(s)

Staging Server File Folder

The Name of each of the staging servers to be used for creating replicas separated by a new line or a comma. For Example: Stage01/Contoso

The folder name in which to place the newly created replicas.

Replication Formula Option Specify My Own Formula: Use the field below to specify your own selection formula. Be sure to enter the ENTIRE formula, starting with SELECT.

Build Formula Via Selections: The number of calendar and email days and select the forms to include in the replica and a replication formula will be built for you.

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Settings Description

Replication Formula

Number of Calendar Days

Number of Email Days

If you are specifying your own replication formula, enter it here.

*Note: You must be familiar with Notes formula language.

If you selected Build Formula Via Selections enter the number of calendar days to include in the replica. You will be prompted for a date upon replica creation and it will use this date and the number you specify to calculate the number of calendar days to include.

If you selected Build Formula Via Selections enter the number of email da ys to include in the replica. You will be prompted for a date upon replica creation and it will use this date and the number you specify to calculate the number of email days to include.

Forms to include in Replica Select or enter all of the different forms to be included in the replication formula.

If the form name is not listed here, it will NOT be included in the replication formula and will not be in the replica.

Replicate Each Replica at Creation Selecting “Yes” will replicate each newly created replica as it is created. It will also cause the agent to run very slowly depending on the replica settings. It is recommended to use this as a one-off replica creation rather than for the entire list of users/mail-in databases.

4.10. Configuring Delegation

1. Click the Delegation tab.

2. Validate Yes is selected for the Audit Delegates option. If set to No, set to Yes and save and close the document, then reopen the document to view the other configuration settings.

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3. The PowerShell application impersonation set option is a prompt to set application impersonation. Set application impersonation using the steps below and then set this option to Yes.

1. Open the Exchange Management Shell, or configure a PowerShell session to connect to either an onpremise or the appropriate Office365 server.

2. In the shell, enter the following command to configure application i mpersonation:

New-ManagementRoleAssignment –Name:impersonationAssignmentName –

Role:ApplicationImpersonation –User:CMTMigrationAdmin@myDom ain.org

Where [email protected] is the SMTP or login name of the migration account, or the name of security-enabled group used for migration.

4. To run delegation migrations as a scheduled process, set Run delegation as a scheduled process to Yes (default).

5. Click the Enable scheduled agent button and select the Domino server that will perform the migration. The agent will run in the background of the local Notes client if the Local option is selected.

Scheduled delegation migration runs in the background on a workstation or s erver. If running locally, Notes must be running and background agents must be enabled on the client.

The scheduled delegation migration agent runs once a day at 3:00 AM. Note that if the agent is changed to run at a time interval that is too short, the PowerShell tasks may not have time to complete.

6. Click the Delegate Settings tab.

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7. After auditing the user's mail files with Active Delegation enabled, you are able to send an email that displays the user's current delegation settings, so they can decide whether they are still valid for migration to Outlook. You should allow the users a period of time to review before rerunning the mail file audit to collect any updated settings.

The options below allow you to customize the message to exclude certain users and groups that delegation does not need to be reported to the users about. Typical exclusions are standard Administrative groups or administrative IDs that are by default listed in the IBM Domino Mail files within the environment.

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4.11. Configuring Other Settings

Click the Other Settings tab to configure settings to control how encrypted items are handled or mail rules found in the user mail file. In this tab, the Migration Checklist and Advanced settings can also be configured.

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The following table describes the values for each setting.

Settings Description

Send Rules Email

From

Subject

Body

Rules to Include

Configure these settings if you will be sending users their mailbox rules before migration.

Contains the profile name that will send the mail regarding mailbox rules to users. Migration Coordinator is specified as default.

Contains a subject that briefly describes the purpose of the mail. Your Mail

Box Rules is specified as the subject by default.

Can contain any information that you may want to share with the end user about this procedure.

Includes all rules or only the rules that are enabled. Select All Rules.

Encrypted Items Migration

Send Encrypted Items Summary

From

Subject

Body

Choose how to migrate encrypted messages. Valid options are:



Require decryption action and migrate into the body



Migrate into a Notes database as an attachment

Note: Enabling the Migrate into a Notes database as an attachment option will increase the size of each migrated item containing encrypted content.

The Lotus Notes client, original Notes ID, and decryption keys are required on the workstation used to view the encrypted content of the migrated items.

Configure these settings if you will be emailing users a summary of their encrypted items.

The fields in this section display only when Require decryption action and migrate into the body option is selected.

Contains the profile name that will send users the mail with a summary of encrypted items. Migration Coordinator is specified as default.

Contains a subject that briefly describes the purpose of the mail. Your

Encrypted Items is specified as the subject by default.

Can contain any information that you may want to share with the end user about this procedure.

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Settings

Template Name (.ntf)

Attachment name in Exchange

Text included with attachment

Migration Checklist

Description

This appears if you have selected Migrate into a Notes database as an attachment. Specify the template name in this format: filename.ntf

EncryptedContent.ntf is the default template that ships with CMTE. This template will be installed on every migration workstation during the product installation. This template will need to be signed with the appropriate Lotus Notes Administrative ID on all workstations.

You can use any database template; however, you will need to manually distribute the template to all migration workstations.

Binary Tree recommends that use of an alternative template or any changes to EncryptedContent.ntf be thoroughly validated prior to production use.

This field displays only when the Migrate into a Notes database as an

attachment option is selected. Specify the database name in this format: filename.nsf

This field displays only when the Migrate into a Notes database as an attachment option is selected. Customized text can be added to the migrated item to provide end-user instructions or information. The default text is as follows:

Portions of this document were encrypted with Lotus Notes encryption.

This content has been stored in the attached Lotus Notes database during migration to preserve security. You may view this content by opening the attached file on a workstation that has a Lotus Notes Client and the recipient’s Notes ID.

The Migration Checklist is a personalized list of tasks which can be used to help manage the migration project. Determine, then classify or group the major steps you consider necessary to manage your migration project.

Determine the sequence, timeline, and description for each migration task and enter them into the Migration Checklist.

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Settings

Migration Status Codes

Advanced Settings

Enable Recovery

Heartbeat interval (seconds)

Disable MIME Cache

Migrate Unfiled Documents

Description

Specify a personalized list of status codes that will be used during the migration project. These codes can be assigned to users’ mail and databases control documents. If these status codes are assigned during the different phases of the migration process, timely status reports can be produced. These status reports help provide a better picture of the migration progress.

With this type of information, you have more control over the migration project and can react quickly to any identified issue. Adjustments can be made to help fine tune the migration schedule by adding more or different resources.

Status codes must be separated by a new line.

A list of status codes has been specified for you. You can either retain or change these status codes depending on your need.

Configure these settings to fine tune the migration process to increase the productivity.

This setting defines the default value for the Enabl e Recovery setting in the migration profiles’ Advanced tab.

If the Enable Recovery setting is set to Yes in the Advanced tab of a migration profile, it enables tracking of processed messages during migration. So, if the migration process terminates unexpectedly, this feature prevents the application from reprocessing messages that were migrated during the initial run of the migration. Click here to learn more about configuring the Enable Recovery setting.

This option sets the worker status update interval. Specify the heartbeat interval in seconds.

Specify Yes to disable the local cache database when processing messages using MIME.

Disabling this feature significantly impacts throughput when migrating

MIME content from a Domino server.

This option determines if “unfiled” documents will be migrated. “Unfiled documents are documents in Notes that do not appear in any folder and can only be accessed from the “All Documents” view within the mail file.

Documents may be unfiled if a user deletes a folder without deleting the documents or removes a folder it resided within. The unfiled folder name can be defined.

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Settings

MAPI Custom Settings

Description

Select Specify advanced MAPI parameters to override the default values for MAPI retry count and MAPI retry delay.

When configured, retries are attempted when the

MAPI_E_NETWORK_ERROR (0x80040115) result code is encountered during any of the following MAPI calls:



Create attachment



Create folder



Create message



Modify recipients



Save folder changes



Save message changes



Save attachment changes

If the configured retry limit is exceeded, the migration is cancelled and

CMTE will begin the migration of the next user. If the migration is c anceled in the middle of writing a document, the document will be partially written to Exchange. The default retry limit is set to 30 seconds.

Specify the Number of retries that will be attempted when the

MAPI_E_NETWORK_ERROR (0x80040115) result code is encountered.

Values ranging from 1 to 999 can be entered. The default number of retries is “9”. Note that entering “0” results in the default “9” retries being used.

Specify the Delay between retries in seconds between MAPI calls. The time is progressive. The number of seconds delay for a call is (retry # * delay). For example, if the retry delay is set to 1 second, and the retry count is 5, the delays between calls will be 1, 2, 3, 4, and 5 (progressively longer). If the retry delay is 1.5 seconds, the times will be 1.5, 3.0, 4.5, 6, and 7.5. Values ranging from 1 to 999 can be entered. The default delay is

“1” second. Note that entering “0” results in the default delay “1” second being used.

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Settings

MAPI Retry Failure Limit

Convert UNC paths to links

Description

When enabled, CMTe tracks documents where one or more MAPI calls could not be completed successfully. If the number of documents where one or more MAPI calls cannot be committed to Exchange, the migration will exit with ‘migration failed’ status.

The document retry failure limit feature can be disabled by setting the value to ‘0’ or leaving it blank.

MAPI Retry

CMTe makes multiple MAPI calls when migrating a document, such as creating the message header, writing the body, adding attachments, etc.

When processing messages, the remote Exchange server may become unresponsive in such a way that MAPI calls to write data do not complete.

The call is retried a number of times (using the preexisting feature known as MAPI Retry: the maximum number and delay between retries can be set in EMM) to fully migrate data to Exchange.

If any of the MAPI calls cannot be completed, the document will be considered as failed due to MAPI retries, and added to the total of failed documents. Document information is logged, the NoteID is removed from both the in-memory migration history, and the CMTProcessedNoteID-

[shortname].txt crash recovery file.

Note that other types of failures, such as a corrupt message body which results in a failure, are not counted toward the MAPI retry failure total.

These other types of failures are specific to the source data, whereas the

MAPI retry failures are related to the ability to write to exchange.

If the number of documents with MAPI retry errors exceeds the failure limit, the migration will exit, and return ‘Migration failed’ status. This migration will not automatically requeue, and must be requeued by the migration administrator to fully migrate the mailbox. When a migration is requeued, it may be migrated by any workstation. Any documents containing MAPI retry errors on the failed migration will be remigrated during subsequent migrations.

If the migration terminates abnormally (crashes), the document being migrated when the crash occurs will not be retried, which is standard procedure for crash recovery in CMTe. Any other documents containing

MAPI Retry Exceeded will be remigrated. In this case, CMTe will automatically restart the migration on the same workstation.

Specify No if you do not wish the body of the documents searched for

UNC (Exchange Naming Convention) links during migration.

If you specify Yes, CMT attempts to convert UNC links into actionable links.

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Settings Description

Add category to calendar events

Process meeting with no end date using ICAL information

Enable Advanced features

Enable Hosted features

Enable multiple Control Centers

Field in Exchange. For example, if you specify Migrated with CMTe in the field, then all the calendar events, such as meetings and appointments, will display this phrase in the categories field after they are migrated. It enables you to visually differentiate calendar events that were migrated into Outlook from those created natively in Outlook before or after the migration. This setting is optional.

Note: Any categories that are in the original Notes calendar event will also display in the categories field.

Specify Yes to use the ICAL recurrence information to determine the repeat pattern when processing repeat calendar meetings with no end date.

Specify No to process repeat meetings with no end date without using

ICAL recurrence information.

Note: When migrating a meeting with No End Date and this option is set to No, the meeting is migrated but limited to 250 occurrences.

Select Yes to enable features used when migrating large environments or to cloud based services.

Appears if Advanced features are enabled. Select Yes to enable features used when migrating hosted environments. This setting should only be enabled under the direction of Advanced Support.

Appears if Advanced features are enabled. Select Yes to enable features used when migrating with multiple Migration Control Center (MCCs). This setting should only be enabled under the direction of Advanced Support.

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Sending Mail Box Rules

CMT for Exchange allows you to send us ers their Mail Box Rules before migration occurs. You can define the From,

Subject, text in the body, and which rules to include in the email sent to users.

Migrating Encrypted Items

CMT for Exchange offers two solutions for migrated items that have been encrypted via Lotus Notes. The data may be decrypted as part of the pre-migration process, or the encrypted content may be attached to the migrated message in a

Lotus Notes database during migration.

When the Require decryption action and migrate into the body option is selected, additional fields will be visible in the

Send Encrypted Items Summary Email section to configure the From, Subject and text in the body of the summary email sent to end users. If you select Migrate into a Notes database as an attachment option is selected, you will see new fields for the Template name, the Attachment name in Exchange and Text included with attachment.

Creating a Migration Checklist

1. Click the Migration Checklist button to enter the steps, timelines, and tasks in the Migration Checklist Profile to use for your customized Migration Checklists.

2. Starting with Step 1, click the down arrow button in the Timeline column.

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3. The Select Keywords dialog box is displayed. Select one of the provided keywords or enter a new one in the New

Keyword field at the bottom of the dialog box, and click OK to continue.

Notes

If the predefined keywords do not appropriately describe your timeline, you can specify a new keyword in the New Keyword field.

4. Enter a description in the Task column and click Save & Close to complete.

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5. If you exit the document without saving, the following dialog box is displayed. Select Yes to save the Migration

Checklist. If No is selected all new entries are discarded.

6. After all the settings have been configured, click Save & Close to save all the configuration settings.

Enabling Recovery

As stated earlier, the Enable Recovery setting in the Other Settings tab defines the default value for the Enable Recovery setting (found under the Advanced tab) in the existing migration profiles as well as the new profiles you may create.

By default, it is set to Yes, so in all the existing migration profiles and the new ones you create, the Enable Recovery setting will also be set to Yes. However, if you were to change this setting to No in the Other Settings tab, and save the changed configuration settings, the following prompt will display.

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If you click Yes in this dialog box, the Enable Recovery setting in all the existing migration profiles will change to No, and any new migration profile created will also have No as the default value in this field.

But if you click No in this dialog box, the Enable Recovery setting in all the existing migration profiles will remain Yes (the prior setting), however, when you create a new migration profile now, the Enable Recovery setting will be set to a default No.

Notes

It is recommended that you review the description provided for the Enable Recovery setting in the

Advanced tab of migration profiles (Section 6.6) for a compl ete understanding of how this setting works.

4.12. Creating Migration Profiles

Migration Profiles define settings for certain groups of users. For instance, it may be desirable to have a profile where all executives have a filter that only migrates the last four years of mail and calendar to Exchange. Every user must have a

Migration Profile set before migration can proceed.

Before you create a migration profile that contains filters to migrate specific user data, you must create a default migration profile. After the default profile has been saved, create migration profiles that will be used to migrate users.

These profiles should have descriptive names, such as 90DayMailOnly or 4Years -Calendar-Mail.

Important! – The default migration profile has missing values and should not be used for migrations. A new profile should be created to prevent problems with corrupting the backend database. This will help avoid problems during production migration.

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1. Click Migrate Profiles in the Navigation Pane.

2. Click the Create New Profile button.

Each migration profile contains a source and destination setting that determines which mail items are migrated and if the migration is to a Microsoft Exchange server or to a .pst file.

When a migration is carried out, a migration profile must be assigned to specify how the migration should be performed. You can create as many migration profiles as desired.

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3. The Profile dialog box displays. The Source Options tab opens by default.

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The following table describes the values for each setting.

Settings Description

Message Types

Date Filter

Migration Log Level

Skip folders named

Migrate empty folders

Specify the Migration Options. You can either select all message types or specify the types that you wish to be included in the migration (Mail,

Calendar, Task, and Contact).

Specify a range of dates that will ensure that only the data that falls within the specified range is migrated.

The Date Filter will apply to all the selected message types. For example, if you select All message types, the specified date filter will apply to Mail,

Calendar, Tasks, and Contacts.

By default, CMT for Exchange creates a log file for every user that is migrated. In this field, you specify the level of detail you want in the logs.

There are four levels provided.



Minimal



Normal (Recommended)



Verbose

Selecting Verbose significantly increases the size of the log files that are created. This is only recommended for troubleshooting purposes. Log files are located in the Logs subdirectory where CMT Exchange is installed, usually C:\Program Files\Binary Tree\CMT for Exchange\Logs.

Specify a list of folder names from your Domino mail files that you would like CMT for Exchange to bypass during the migration. This feature is useful if you have a customized mail template that may contain folders with non-messaging data. Specify folder names in the Skip folders named field. Separate entries by commas.

Select to migrate empty folders in users’ mailboxes to Outlook.

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Settings

Migrating Sent Items

Migrate Notes Link

Description

In Lotus Notes, a mail message can exist in the Sent Items folder or in the

Sent Items folder and a user-defined folder(s). In Outlook, a mail message can only exist in one or the other. This field provides two options.



Select Migrate to the Outlook Sent Items Folder, if you prefer the items to be stored in the Sent Items folder in Outlook after migration regardless of what other user-defined folder(s) it may have been stored in Lotus Notes.



Select Preserve custom folder name, if possible, if you prefer the items that exist in two locations to be stored in the user-defined folder after the migration.

Check this option if you want Notes links to be migrated because the destination will have Lotus Notes installed and you will be able to clic k the link to launch Lotus Notes and open the linked document.

4. Click Destination Options.

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The following table describes the values for each setting.

Settings Description

Migrate to Exchange Server Select if you want the migrated data to go directly to the Exchange server.

Migrate to .PST file

PST Folder Path

Select if you want the migrated data to go to a .pst file.

The PST Folder Path field is added to the form when this option is selected.

Specify the path where you want the .pst file(s) to be stored.

When migrating to a PST file, the file name format will be “<User’s SMTP

Address>-Notes Database ID.pst”.

Individual attachment size limit Specify a size limit in bytes to filter individual attachments. For example, if you specify 1000, each individual attachment that is greater than 1000 bytes in size will be filtered out during migration.

Maximum message size cannot exceed 100 MB. This field should be set to

104857600 to avoid memory errors during the migration.

Attachment total size limit Specify the total size limit of all attachments in a document in bytes. For example, a value of 10000 would allow only a total of 10000 bytes for attachments migrated per message.

Maximum message size cannot exceed 100 MB. This field should be set to

104857600 to avoid memory errors during the migration.

5. Next, click the Advanced tab.

6. Check the Enable Advanced Options box.

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Advanced options are now displayed in the dialog box. Configure these settings.

The following table describes the values for each setting.

Settings Description

Advanced Message Filtering

Options

Mail Age limit

Task Age limit

Calendar Age limit

Configure these settings if you wish to filter the messages based on their various age limits.

Specify the number of days from the migration date to filter the mail messages. For example, if you specify 30, the application will only migrate messages that were created 30 days prior to the migration date.

Specify the number of days from the migration date to filter the tasks (To

Do Lists). For example, if you specify 30, the application will only migrate tasks that were created 30 days prior to the migration date.

Specify the number of days from the migration date to filter the calendar events. For example, if you specify 30, the application will only migrate calendar events that will occur in the 30 days prior to the migration date.

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Settings

Filter Repeating meetings

Description

Additional Options

By default, all repeating meetings are migrated. Repeating meetings are filtered based on the specified age limit criteria only when you check the

Filter Repeating meetings checkbox.

It should be noted that in case of repeating meetings, the filter applies to the date of the parent-meeting document, and does not filter the series.

This means that if the parent meeting falls within the specified date range, the entire series is migrated and if the parent meeting falls outside the date range, the entire series is skipped. The dates of the meeting recurrences do not matter.

Configure these settings to i mprove the migration throughput.

Enable Recovery

Process as RTF

Disable MIME Cache

Convert UNC paths to links

Specify Yes to enable the setting to track processed messages during migration. So, if the migration process terminates unexpectedly, this feature will prevent the application from reprocessing messages tha t were migrated during the initial run of the migration.

To disable this setting, specify No.

Refer to the Enable Recovery setting in the Configuring Other Settings section to understand how the default value for the Enable Recovery setting in the Advanced tab is determined.

Specify Yes to override the default MIME processing and to process native

Notes documents as Rich Text.

Note: Enabling this feature is not recommended.

Specify Yes to disable the local cache database when processing messages using MIME.

Disabling this feature significantly impacts throughput when migrating

MIME content from a Domino server.

Specify No if you do not wish the body of the documents searched for

UNC (Exchange Naming Convention) links during migration.

If you specify Yes, CMT attempts to convert UNC links into actionable links.

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Settings

Add category to calendar events

Flush log to disk after

Description

Specify a word or phrase in the field to add to the category field in

Exchange. For example, if you specify Migrated with CMTe in the field, then all the calendar events, such as meetings and appointments, will display this phrase in the categories field after they are migrated. It enables you to visually differentiate calendar events that were migrated into Outlook from those created natively in Outlook before or after the migration. This setting is optional.

Specify the number of log events (entries) after which you want CMT to close the log file and flush it to the disk.

Leave the field blank or specify 0 or 1 to log continuously until the migration completes.

Please note that all the logs are flushed to the disk after they close irrespective of the value specified in this field.

Note: The specified value in the field only forces CMT to update the log file after a specified number of entries (events). It may improve processing in certain environments but if CMTProxy terminates during a migration, you also run the risk of missing complete information in the log file.

Notes

All the settings in the Advanced tab are pushed to the migration workstation performing the migration through the AdditionalSettings.xml file. If you haven’t changed the default Advanced settings, the .xml file is not used during a migration.

7. A default name is specified in the Profile field. If you wish, you can specify a descriptive name to the migration profile.

8. Click OK to save the migration profile settings.

9. A confirmation box appears. Click Yes to save these settings to the CMT for Exchange database.

10. A new profile by the name you specified in the Profile field is created. If you do not see it listed in the Data Pane immediately, you can refresh the Data Pane. Click the Refresh Profiles button.

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To delete unused profiles, click the Delete Settings from migration server button. A profile cannot be removed if the profile has been used for end user migration.

4.13. Creating a Message Template

CMT for Exchange manages communication with the end users to be migrated via Notes mail messages. These messages can be used for informational purposes only or they may contain action buttons with associated code designed to perform specific pre-migration tasks.

These migration messages are created using the Message Templates. For Message Templates wi th action included, there are additional settings used to control a workflow process. When an end user executes the action, a status message known as an End User Processed Migration Message is generated and returned to the CMT for Exchange database via

Notes mail. Once received, the message is used to update the status of the corresponding end user’s Person document.

If the status indicates the action was successful, the user can be re-verified and be ready for migration.

For this process to work correctly the CMT for Exchange database must be located on a Domino server and a Mail -In

Database Document pointing to it should be created.

CMT for Exchange comes with several predefined Message Templates designed to perform specific migration tasks. You can use these predefined Message Templates to create custom templates that may better suit your need.

1. Click Message Templates in the Navigation Pane. The Data Pane displays a list of predefined message templates.

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Notes

Each predefined Message template has a specific purpose. If you wished to create a custom template based on a predefined template, you need to select the predefined template before clicking the New Template button. For example, if you wished to create a custom template based on the Migration Message – Decrypt Encrypted Item template, then you must select the template prior to creating a new template.

2. Select a predefined template, and click the New Template button in the Data Pane.

Notes

Encrypted Sent Items may contain an encrypted flag but possess no encrypted fields. This means that even though they display as encrypted, they actually aren’t and will migrate without decryption. Encrypted mails (including Sent folder) will not be migrated to MS Exchange if they are not decrypted using the decryption tool.

3. A new tab, CMT Template: Migration Message – Decrypt Encrypted Items, opens and displays a form where you can specify the details of the new Message Template. Notice that the tab clearly specifies that the new CMT template is based on the Migration Message – Decrypt Encrypted Items predefined template. However, when you save this template with a new name, the tab will reflect its new name.

4. Customize the CMT new template. Refer to the table below for details on settings.

5. Once all the details have been specified, click Spell Check to ensure there are no spelling errors in the message.

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6. A message box appears to confirm that no misspellings were found. Click OK to close the message box. Next, save the new template. Click Save & Close.

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The following table describes the values for each setting.

Settings Description

Template Name

Template Type

Return Notification

Requires MSI Attachment

Specify a name for the template that best describes the purpose of the new message template.

Specify the type of the new message template, such as Emai l Only or

Contact Synchronization. Refer to the Predefined Message Template

Types section below.

Specify if you want a return notice to CMT for Exchange from the end user when the message is received and the required action is performed.

Specify whether the .MSI file is required to be attached prior to sending.

From

Subject

User Action Required

Pre-migration

Post-migration

Body

Specify the name of the entity sending this migration message to end users (for example, Migration Coordinator) .

Specify a brief description of the purpose of the new template.

Check this box if migration for this user cannot proceed until the user performs the embedded action within the message.

This check box also indicates that the user will remain in the Pending

Reponses view until they perform the end user action in a particular message template.

Select this if the new message is sent to the user, and requires the user to perform an action that will prepare user data for migration.

Select this if the new message is for use after a user’s migration has taken place, and is typically informative, no User-Action Required.

Specify a customized message

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The new template is saved and it appears in the list of existing templates.

4.14. Types of Predefined Message Templates

CMT for Exchange comes with several predefined Message Templates which are designed to perform specific migration tasks. The information contained within these predefined templates can be modified to tailor them to a cl ient’s needs.

Predefined Message Templates can be of the following types depending on the actions they perform:

 Email Only

 Contact Synchronization

 Decrypt Encrypted Items

 Archive Discovery

 Archive Processing

Email Only

As the name implies, Email Only is designed for informational purposes only and does not include any action buttons.

Email Only templates can be used to keep the end users informed on the progress of the migration project. For example, end users can be sent an email with the migration schedul e for their department. This can help them plan for when their email will be migrated.

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The fields within each predefined message template should be modified to make it specific to the client. An example is shown below.

For a template to be information-only, its Template Type field should contain the value Email -only and Pre-migration option should be selected. Although, if you are sending a message to end users informing them about the successful migration, then you can also use Email Only Template Type and select Post-migration.

Contact Synchronization

When a Contact Synchronization migration message is sent to an end user, the user simply clicks the button in the message. This launches the iNotes_DoSync() agent that ships with Lotus Notes, and pushes/resyncs all contacts in the

Personal Name & Address Book (pNAB) to the hidden $PeopleGroupsFlat view. Now that these contacts are in the mail file, they can be migrated.

Decrypt Encrypted Items

When a Decrypt Encrypted Items migration message is sent to an end user, the user simply clicks the button in the message. This initiates an agent that will decrypt any encrypted items in the mail file, so they will migrate as clear text.

Archive Processing

When an Archive Processing migration message is sent to an end user, the user clicks the button in the message and this allows the script to search for the Archive Database Templates locally on the end user machine, find it, and copy/replicate it to a specified location on the Domino server or file server or copy i nto end user’s existing Domino mail file.

The location to copy is specified in the CMT for Exchange Settings document. The script will only search for templates that are specified in the CMT for Exchange Settings document. Refer to the End User Migration Settings configured in the CMT for Exchange Settings document.

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4.15. Signing a Button in a Message Template

1. Open a Message Template.

2. Click on Edit Document.

3. Right-click on the button and select Edit Button.

4. A code window will appear, type the word sign, and then delete the text.

5. Click Save and Close.

The button will now be signed with the appropriate administration ID, and end users will not receive execution security alerts when they click the button within the message template.

4.16. Importing Exchange MDb’s

CMT for Exchange will need to have a reference to the Exchange MDbs that are available to be migrated to. To import these, follow the below steps.

1. Select 5. Import Exchange MDbs in the Navigation Pane.

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2. The Data Pane will display an empty view of Exchange MDbs.

3. Click the Import Mailbox DBs from AD button to import the available Exchange MDbs.

4. Select the appropriate Mailbox Databases from the list to be used and click the Set Use Flag button.

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Appendix A: Preparing for Office 365

Migrations

The following additional requirements and procedures are required when preparing for migrations where the target location is Office 365.

Additional Requirements

Software:

 Microsoft Online Services Sign-In Assistant -required on every workstation that will log into Office 365

 Windows Azure PowerShell Module

Accounts:

 1 or 2 (recommended) Global Administration Tenant-only Accounts in Office 365

 1 Standard Tenant-only Account for every two workstations. Each workstation needs its own Admin Account.

Additional Procedures

In addition to the typical procedures to prepare for migrations, the following steps are needed for migrations to Office

365:

1. Run the Single Sign-In Assistant

2. Create Full Access Security Groups in Office 365 - this process should be run just after a n account is activated, which enables the user’s Exchange mailbox. Once this is complete, permission to that mailbox will be set using the group created during this procedure.

To create a security group in Office 365: a. Log into the Office 365 portal at https://portal.microsoftonline.com/ after and then click the “Admin” drop down menu and select “Exchange”. b. Click on the “Groups” link to refresh the page. c. To create a security group, click the “New” (Plus Sign) action.

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d. The new security group form will open in order to be populated. The image below is an example group form and the default values that should be used. e. To populate the membership list with all the proper accounts, click the “Add” action under the “Members” section.

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f. An Address List will appear. Perform a broad search term for all the accounts you require and then elect all the accounts you would like to add. g. Click the “Add” action to populate the field. h. Click the “OK” action to populate the form. i. Once the add list closed, select the “Save” action at the bottom of the New Group form. j. Once the form is saved and closed, select the group you just created from the Distribution List view.

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k. Double click the entry to display the group’s properties. l. Place a check mark in the “Hide this group from the shared address book” option in order to prevent endusers from using our group for email purposes. m. Click the “Save” action to complete the process. n. If you have additional members to add in the future follow this process but now expand the membership list in order to add or remove certain accounts from the group.

3. Run the Single Sign-In Assistant and Windows Azure on the Migration Control Center.

4. Set up remote PowerShell - In order to run any cmdlets in Office 365, an account that has the "Global

Administrator" role assigned to it is required.

To setup a workstation to access everything via PowerShell: a. Launch PowerShell as an administrator. At the prompt, type:

Set-ExecutionPolicy Unrestricted b. To authenticate using Remote PowerShell of O365-MT:

$Cred = Get-Credential "[email protected]"

$Session = New-PSSession -ConfigurationName Microsoft.Exchange -

ConnectionUri https://ps.outlook.com/powershell/ -Credential $Cred -Authentication Basic –

AllowRedirection

Import-PSSession $Session

Import-Module msonline

Connect-MsolService -Credential $Cred

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Appendix B: Creating a Migration Farm

Why do I need to create a Migration Farm?

In a large enterprise where thousands of users need to be migrated, using a single Migration Workstation can’t serve the purpose. Like all Binary Tree’s CMT products, CMT for Exchange provides a feature that allows you to migrate a large number of users using parallel processing.

Parallel processing is defined as the ability to execute a number of simultaneous migrations using multiple Migration

Workstations.

To achieve true parallel processing, the first step is to create a migration farm. CMT for Exchange can b e easily configured to create a migration farm by configuring a Migration Control Center and multiple Migration Workstations.

These workstations can be located, provisioned, managed, and monitored anywhere in the world.

Manual versus Automated Workload Distribution

In a typical set up, CMT for Exchange distributes migration load among multiple Migration Workstations that are located at multiple location and communicating with the one Migration Control Center. But if the large enterprise is spread over a number of regions/sites, CMT for Exchange can also be configured such that you can run migrations independently at each site to keep migration localized.

Workload can be distributed from the Migration Control Center to Migration Workstations in two ways:

Manual

This type of workload distribution enables migration administrators to fully control time and workstation for each user’s migration.

Automated (Automated Workload Distribution (AWD))

This type of workload distribution ensures continuous migration execution among a group of workstations.

How many migration workstations can be added to a farm?

Up to 30 workstations can be added to a farm before an additional farm must be created.

What are the prerequisites for migration workstations?

The most critical prerequisite is that CMT for Exchange, the Lotus Notes Client, and the Microsoft Outlook client must already be installed on each migration workstation. Refer to the CMT for Exchange Requirements document form more details.

Additional migration workstations should be configured as recommended for CMT for Exchange. The workstation must have the following:

1. Notes client installed. You will also need a Notes user ID that has permission to access the servers and mailboxes you want to migrate. Open a database on each server you will be accessing and verify that you have a valid certificate for the server.

2. Outlook client installed.

3. ALL updates and service packs for Windows and Office.

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How do I create a migration farm?

The Workstation Add-On is a tool that allows additional computers to participate in email migration. You create a

Migration Control Center computer by installing the full version of CMT for Exchange and the Workstation Add-On software (CMTMonitorSetup.exe) on the same machine.

Domino Server(s)

Exchange Server(s)

Migration Control Center (MCC) Additional Migration Workstations

Windows (IIS) Server

 One Windows 2008 or Windows 2008 R2 system running as a standalone IIS 7.0 server with the Web Server (IIS)

Role and .NET 4.0 installed on it. The Role Services that are needed can be installed by selecting the role using the following command.

ServerManagerCmd -i RSAT-ADDS Web-Server Web-Metabase Web-ISAPI-Ext NET-HTTP-

Activation Web-Basic-Auth Web-Digest-Auth Web-Windows-Auth Web-Dyn-Compression

Web-Net-Ext

You can run this command from PowerShell 2.0 window which is a part of the Windows 2008 R2 server. In case of

Windows 2008 server, install PowerShell 2.0 to run the command.

 For 64-bit Operating Systems with IIS version 7.0 or 7.5, the DefaultAppPool in IIS is Required to have the "Enable

32-Bit Applications" property set to True; otherwise, the install may fail with Error: -1603.

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Installing a Migration Workstation

Installation of the migration worker can be done via two methods, via GPO MSI installer or through the CMTMonitor web page.

Installing via the CMTMonitor

1. On one of designated Migration Workstations, (not the Migration Control Center), launch Internet Explorer and go to the Migration Control Center/CMTMonitor website.

2. Click the Install Workstation Software link and then Run.

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3. Click Next on the Welcome screen.

4. Enter the CMT for Exchange server name, workstation name, and workstation address and click Next.

5. Click Install.

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6. Click Finish.

After install completes, the workstation application needs to be launched to complete the registration to the

Migration Control Center.

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Deploying via MSI file

For automated deployment, send the FQDN or ipv4 address of the machine running the XML server.

Example: msiexec /i "NotesMigratorWorker.msi" SERVICEURL="cmteHost.domain.org" /quite

Notes

The .MSI installer does not check the workstation environment meets the minimum requirements, and does not install the missing components needed for a successful migration.

Monitoring the Website

The monitor can be accessed from any machine on the LAN to observe the status of the worksta tions. The workstation named local is the migration engine installed on the Migration Control Center machine.

Notes

The Internet Information Server (IIS) included with Windows XP has a 10-connection limit. The additional workstations periodically connect to the master machines IIS to get work and report status, effectively tying up one connection per workstation. Connecting to the monitor website also consumes one connection. If you exceed 10 connections, then the extra workstations may not work correctly.

Install the CMT for Exchange software on Windows Server operating system if you need more than 10 simultaneous connections.

The Machine info page displays an overview of the migration workstations status and performance.

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The Migration info page displays what each workstation is currently doing.

The Monitor website is refreshed approximately every 30 seconds. Throughput figures are calculated after a migration is completed.

To manage the worker application on any machine, right-click the respective icon in the system tray. If the workstation is currently running a migration, the Finish and Exit selection allows the migration to complete and report its status before shutting down the worker application. The Exit Now option disconnects the worker application. If a migration is in progress, the status is not updated on the server.

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How does it work?

CMT Universal Master

CMT Settings and Data

Migration Queue

User

Settings

Target

Workstations

Sleep for config interval

(10 sec default)

No loop limit

Another workstation took this job while we were updating the Address translation table and module versions.

Worker

App

Startup

Contact

Master

Download

Address

Translation

Table

Check for work

Work

Available?

Update

Address

Translation

Table

Check

Versions of

Assemblies

Newer Version

Available?

Check

WorkID

WorkID Still

Available?

Yes

Write

Translation.xml

Write

Translation.xml

Download New

Assemblies

Finish and Exit

Requested?

Yes

Exit

Lock

Record and Get

Work

Migrate User

Report

Results and

Unlock

Record

The initial name translation download contains timestamps for each entry.

Update only pulls new or changed entries.

Updates applied to the master machine are automatically downloaded by the workstations

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Upgrading a Migration Farm

Perform the following steps to upgrade your existing farm.

1. Stop migration worker app on the migrati on server and all workers.

Uninstall the Migration worker application from each of the workers .

Clean out the C:\Windows\temp folder on the migration server and all workers.

Clean out the %TEMP% folder on the migration server.

Install the new CMT for Exchange application on the migration server.

End the CMT worker app on the migration server to prevent it performing migrations.

Go to each worker and install the new Worker code. This can be done using the same instructions as for the production deployment.

Import your list of users and perform a batch of migrations.

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Appendix C: Securing CMT for Exchange Web

Services with Windows Authentication

During a default install of CMT for Exchange (CMTe), the web services are configured such that they are access ible via browser by anonymous users. In situations that require web services to be secured, you can configure the web services to use Windows authentication.

The process for securing CMT for Exchange web services includes:

 Installing the CMTeService component to enable secure access to the web services.

 Installing CMT for Exchange and CMTMonitor (following the steps found in this guide).

 Securing the CMT_XMLServer and CMTMonitor web sites in IIS.

 Verifying the CMT_XMLServer and CMTMonitor sites are secured.

It is recommended that a secondary computer that is not part of the Active Directory domain or a user that is not part of the group being granted access to the web services be used to verify security is working correctly.

Notes

Any workstation that will manage the data migration using the CMT for Exchange.nsf Notes database must have CMTeService component installed, and must be logged in to an account that has access to the CMT XML server in IIS.

Installing the CMTeService Component

The CMTeService component manages requests made by CMT for Exchange 3.3.2.1.nsf to the XML server by passing the

Windows credentials to the XML server. You must have both CMTeServiceSetup.exe and CMTeServiceInstaller.msi located in the same directory for installation.

1. Run CMTeServiceSetup.exe. Click Next on the informational screen.

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2. Select the directory to install the component. By default, the CMTeService component will be installed for all users

(“Everyone”).

3. On the confirmation screen, click Next to begin the install.

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4. Click Close after the installation completes successfully.

5. After installation, the CMTeService component will be visible in Add or Remove Programs. The component can be uninstalled from this location as well.

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Enabling Windows Authentication in IIS

6. First, IIS must be configured to allow Windows authentication. O pen the Server Manager, expand Roles, and select

Web Server (IIS). In the content pane, scroll down to Role Services, and click Add Role Services.

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7. Expand “Web Server -> Security”. Enable Windows Authentication, and then click Next.

8. Verify the changes on the Confirm Installation Selections window, and click Install.

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9. Verify the installation succeeded, and click Close.

Enable Windows Authentication on CMT_XMLServer

10. Expand Web services in the Internet Information Services (IIS) mana gement console, and select the

CMT_XMLServer site. Open the Authentication options.

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11. Select Anonymous Authentication, and click Disable.

12. In the Authentication options, select Windows Authentication, and click Enable.

(Optional) Disable Anonymous Access to the Root of the Web Server

13. In the Authentication window, you can disable Anonymous access to the web server at this point. High light

Anonymous Authentication, and click Disable.

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Verifying the CMTe xml Server is Secured

14. Open a web browser, and access the web services page at http://servername/cmt_xmlserver/cmtxmlservice.asmx, where servername is the IP address or name of the system hosting the CMT XML server. You should be prompted for credentials to use when accessing the site. Enter the user credentials in the form of “MyDomain \Username”.

Notes

Do not use a browser session on the MCC or localhost addresses when verifying security of the web services. IIS treats localhost requests differently than pages containing an IP address or domain name. In addition localhost is added to the ‘Trusted Sites’ section of Internet Explorer (IE) by default, so in typical configurations IE will automatically pass credentials to the web server.

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15. You should see the XML service page.

Notes

If you are logged in to the domain, and have your site listed as a ‘trusted site’ in Internet Explorer, you will see the web page without prompting for username and password. It is recommended that testing the security of the server be done without the xml server added as a trusted site. To check your configuration, open “Options” in internet explorer, click “Security”, highlight “Trusted sites”, and click on the “Sites” button.

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Appendix D: Using Classic Name Translation

By default, the Name Translation Table is stored within the CMT for Exchange database (nsf). This is referred to as

Dynamic Name Translation and is the recommended method. However, the older method (referred to as Classic), which utilizes SQL may still be used.

Configuring Email Repliability for Classic Name Translation

Click the Email Repliability tab to s pecify the appropriate values for the Domino environment.

Refer to the table given below for a brief description of all the settings in the Email Repliability tab.

Settings Description

Note: These are Domino domains, not SMTP or Internet domains, so it would more likely be ACME or ACME-NOTES, rather than acme.com.

Last Name Translation Update

Name Translation Type

This field is automatically populated during the Name Translation Update

Specify how name translation is processed. The “Classic” type uses the

CMT XML server for name translation.

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Alternate Import Method

The application provides you with an alternate method where you can upload an already existing Name Translation

Table stored in a Comma Separated Value (.csv) file. This option can be used when you have new names that need to be updated but they are not available in the Domino directory. This method helps you in keeping the Translation Table updated.

Uploading Name Translation File

1. Click the Additional tab under Required Settings.

2. Click the Upload Name Translation .CSV file button next to the Alternate Import Method field. This must be performed on a workstation where the CMT for Exchange server resides.

3. The CSV translation file import message box appears. Read the instructions provided in the message carefully, and then click OK.

4. Locate the Name Translation Table and click Open to open the .csv file.

The table should already be created and be accessible to the workstation where the CMT server resides.

Notes

You can create the Name Translation Table from the Domino Directory or any other global address book. To create the table, open the database, select all the users and groups in the People document, and then click File -> Export and save all the data in a .csv file.

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About Binary Tree

At Binary Tree, we power enterprise transformations. Our award-winning software and services help Enterprise businesses modernize their Microsoft email, directories and applications by moving and integrating them to the cloud.

Binary Tree mitigates the risk of delays, downtime, and budget overruns for complex transformation projects for large organizations. We understand Enterprise migration requirements that go well beyond the needs of small companies.

Since 1993, we’ve transformed more than 7,000 global clients and 40 million users, including 6 million to Office 365. Our business first approach helps plan, move and manage the transformation process from end-to-end. So, clients stay focused on their core business while our experts deliver a low-risk, successful IT transformation.

Binary Tree is a Microsoft Gold Partner and a globally preferred vendor for Offices 365. Our headquarters are located outside of New York City with global offices in the United Kingdom, France, Germany, Sweden and Singapore. For more, visit us at www.binarytree.com

Binary Tree Social Media Resources

The Binary Tree logo and The SMART Migration Company tagline are registered trademarks, plus any references of Binary Tree, SMART Migration, or

Binary Tree’s software or services, are trademarks, of Binary Tree, Inc. All other trademarks are the trademarks or registered trademarks of their respective rights holders.

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Notes Migrator | CMT 4.0 formerly CMT for Exchange

Installation and Configuration Guide

MARCH 2017

Table of Contents

Section 1.

Introduction

1.1. Purpose & Audience

1.2. About CMT for Exchange

1.3. Product Overview

Section 2.

Installing CMT for Exchange

2.1. Before Installation

2.2. Downloading CMT for Exchange

2.3. Installing Software on the Migration Control Center

2.4. Setting the Default App Pool to Enable 32-bit Applications

2.5. Repairing, or Uninstalling CMT Exchange

2.5.1 Repairing CMT for Exchange

2.5.2 Uninstalling CMT for Exchange

Section 3.

Setting Up the CMT for Exchange

Notes Database

3.1. Opening the CMT for Exchange Notes Database

3.2. Navigating through CMT for Exchange Notes Database

3.3. Progress Summary

3.4. Signing a New Notes Database

3.5. Preventing Execution Security Alerts

3.6. Viewing Licensing Agreement

3.7. Requesting License Key

3.8. Entering License Key

3.9. Contacting Support

Section 4.

Exchange

Configuring Settings in CMT for

4.1. Configuring Required Settings

4.2. Configuring Email Repliability

4.3. Configuring Mail File Processing

4.4. Configuring User Provisioning

4.5. Configuring Office 365 Settings

4.6. Configuring Archive Settings

4.7. Configuring Rooms & Resources Settings

4.8. Configuring Group Migration Settings

4.9. Configuring Replica Settings

4.10. Configuring Delegation

4.11. Configuring Other Settings

4.12. Creating Migration Profiles

4.13. Creating a Message Template

4.14. Types of Predefined Message Templates

4.15. Signing a Button in a Message Template

4.16. Importing Exchange MDb’s

Appendix A: Preparing for Office 365

Migrations

Additional Requirements

Additional Procedures

Appendix B: Creating a Migration Farm

Why do I need to create a Migration Farm?

How many migration workstations can be added to a farm?

What are the prerequisites for migration workstations?

How do I create a migration farm?

Windows (IIS) Server

Installing a Migration Workstation

Monitoring the Website

How does it work?

Upgrading a Migration Farm

Appendix C: Securing CMT for Exchange Web

Services with Windows Authentication

Installing the CMTeService Component

Enabling Windows Authentication in IIS

Enable Windows Authentication on CMT_XMLServer

(Optional) Disable Anonymous Access to the Root of the Web Server

Verifying the CMTe xml Server is Secured

Appendix D: Using Classic Name Translation

Configuring Email Repliability for Classic Name Translation

Alternate Import Method

About Binary Tree

Binary Tree Social Media Resources

Verwandt

Office 365 Manual: AI Chat & PDF Download

Binary Tree CMT for Exchange 3.8.2 Guide | AI Chat & PDF

Notes Migrator CMT 4.5 User Guide

Binary Tree Notes Migrator | CMT 4.0 | AI Chat & PDF Download