SMART Solutions
for Notes-‐to-‐
Exchange
Migrations
Critical Success Factors of Enterprise Migrations
from Notes/Domino to Exchange
Sustained user productivity Collaboration
between users on different systems Secure integration
Email Integration and Migration Challenges
•
Understanding requirements and establishing
short-‐ and long-‐term goals
•
Overcoming policies and politics
•
Achieving interoperability objectives
•
Unifying enterprise directories
•
Migrating mailboxes and calendars
•
Addressing mobile devices
•
Transforming applications built on the messaging
infrastructure
Take these topics into account as you plan for
coexistence and migration
Managing the Migration
Scheduling
Forecasting
Administration
Assessing and Preparing Domino
for a Migration to Exchange
The Common User Mailbox Issues
These Types of Content Cannot Be Migrated “As Is”
Mail Files that Exceed What the Target Allows
Attachments that Exceed What the Target Allows
Encrypted Emails Personal Journal Data
Not Sync’d to the Domino Server
Personal Address Books Not Sync’d to the Domino Server
The Common Domino Directory Issues
These Issues Can Prevent Users from Sending Emails and Invites
User Objects
Mail Objects
Room Objects
Group Objects
Mail-‐In Database Objects
If any of the above objects that have SMTP Addresses or Short Name entries that are Missing, Duplicated or Improperly Formatted…
SMART Migration Assessment for Domino
A Detailed Assessment with Recommendations for Remediation
•
Includes the discovery, data collection
and analysis of your Domino mail
servers, databases and directory
•
Includes Binary Tree’s assessment of
your environment:
•
A detailed report of the findings
•
An executive-‐level presentation
of the findings
•
Recommendations for remediation
•
Review of options for remediating
! ! ! ! Encrypted*Items*in*the*User*Mailboxes* Assessing'of'Encrypted'Items' One!of!the!common!challenges!encountered!during!a!mail!migration!is! the!handling!of!encrypted!mail.!!During!a!DominoBtoBExchange!migration! process,!encrypted!items!will!not!be!migrated!unless!some!preB processing!of!these!items!takes!place.!! Therefore,!prior!to!a!migration!process,!it!is!important!that!customers! analyze!the!amount!of!encrypted!mail!items!that!exist!so!that!they!can! determine!how!to!properly!plan!for!them!during!the!migration.! Assessment'of'Encrypted'Items' Total!User!Mailboxes! 3,730! ! ! ! Users!with!<10!Encrypted!Items! 3,133! 'Users'with'10+'Encrypted'Items' 597' ' 84%** with*<10* 16%** with*10+* 16%*of*the*3,730*User*Mailboxes* Have*10*or*More*Encrypted*Items* ! ! ! ! MailFIn*Databases*for*Shared*Mailboxes* Assessing'SMTP'Addresses'in'the'MailDIn'Databases' In!order!to!migrate!and!sync!to!Active!Directory!from!Lotus!Domino,!all! objects!must!contain!a!valid!SMTP!address.!Many!mailBin!databases!do! not!have!SMTP!Addresses.!!! Of!your!5,076!mailBin!databases,!a!total!of!4.408!objects!do!not!have!valid! SMTP!addresses!in!the!Domino!Directory.! Assessment'of'MailDIn'Databases' Total!MailBIn!Databases! 5,076! ! ! ! With!SMTP!Addresses! 668! Without'SMTP'Addresses' 4,408' 87%* 13%*With* SMTP* 87%*of*5,076*MailFin*Databases** are*Missing*SMTP*Addresses*
Establishing Interoperability
CMT for Coexistence Protects Workflow
Establishes interoperability between the two platforms
to protect the workflow between migrated and
non-migrated users
IBM/Lotus Domino
Microsoft Exchange and/or Office 365 Directory Workflow
Availability Workflow Messaging Workflow Calendar Workflow Application Workflow
CMT for Coexistence and CMT for Exchange
CMT for Coexistence Protects Directory Workflow
Ensures that user addressing is transparent and functional
Directory Workflow
• Establishes directory synchronization between Domino and Exchange
• Ensures that user addressing is
transparent and functional regardless of a user’s migration status
• Enables Notes and Outlook users to view traditional hierarchical name addresses in their emails and calendar invites
rather than confusing SMTP names addressing
Without CMT for Coexistence…
Without CMT, email addresses can be confusing
CMT for Coexistence Protects Availability Workflow
Ensures that users can check invitee availability when scheduling meetings
Availability Workflow
•
Establishes calendar free/busy
lookups between Domino and
Exchange
•
Ensures that Notes and Outlook
users can obtain calendar
free/busy information about other
users regardless of which system
they are on or regardless of their
CMT for Coexistence Protects Messaging Workflow
Ensures the normal functionality of email between your users
Messaging Workflow
•
Message threads stay intact
regardless of migration status
•
Also enables Outlook users to view
and interact with embedded
graphics, as well as Notes
document and database links, the
Calendar Workflow
•
Ensures that calendar events between the
Notes users and the Outlook users stay in
sync regardless of their migration status
•
Applies to creating meetings, updating
meetings, rescheduling meetings, cancelling
meetings, and even applies to changes to
complex recurring meetings
CMT for Coexistence Protects Calendar Workflow
CMT for Coexistence Protects Application Workflow
Enables Outlook users to act on email-‐enabled Notes workflow apps
Application Workflow
The Zero-‐touch Application Remediation
(ZApp) option of CMT for Coexistence prevents Notes application failure when users are
migrated to Outlook
• Intercepts and remediates embedded Notes elements in email to Outlook Users
• Catches apps with Lotus UI commands that trigger mail messages and ensures they work
• Apps that write to a users Lotus Notes calendar are either fixed or the user is notified with the information in an email
On-‐the-‐Fly Encryption & Decryption
Enabling the automatic decryption of messages from Domino toExchange and automatic encryption of messages sent from Exchange to Domino
IBM/Lotus Domino
Microsoft Exchange and/or Office 365
Encrypted emails from Notes users can be automatically decrypted when sent to Outlook users
Items marked as private or containing a configurable keyword in the subject can be automatically encrypted
when sent to Notes users
Understanding the Components of Coexistence
Native Support for Exchange 2013/ 2010 (full compatibility with Exchange 2007)
HTTP/HTTPS (Free/Busy) SMTP (Mail Routing) NRPC SMTP, HTTP/ HTTPS, LDAP Exchange 2013/2010 Domino
6x/7x/8x/9x CMT for Coexistence with Complete Workflow
Protection MS-‐SQL Server
BTStore (ZApp)
Domino Coexistence Server CMT for Coexistence with ZApp • BTCal – Domino Server Task
• BTDirSync – Domino Server Task
• BTFreeBusy – Domino Server Task
• BTEx – Mail Router Extension Manager
BT Directory
Windows Coexistence Server
CMT for Coexistence • Directory Synchronization
Service
• Free Time Lookup Web Config
Migrating Mailboxes from
Domino to Exchange
CMT for Exchange
Migrate from Notes and Domino to Exchange 2013 and/or Office 365
CMT for Exchange
offers unmatched…
•
Data Fidelity
•
Migration Management
•
Migration Throughput
and Scalability
•
Transitional Calendar
Workflow
•
Customization and
Extensibility
CMT for Exchange
CMT for Exchange: Mailbox Migration
CMT for Exchange
migrates Domino mailboxes to your choice of
Exchange mailboxes, local archives and Exchange archive mailboxes
On-‐Premises or Cloud Archive Mailboxes Server-‐based Archives
Local Archives Local Archives
Mailboxes Mailboxes
CMT for Exchange
CMT for Exchange: Local Archive Migration
Local Notes archives can be replicated to a central location and
then migrated to Exchange mailboxes or archive mailboxes
Server-‐based Archives
Local Archives Local Archives
Mailboxes Mailboxes
On-‐Premises or Cloud Archive Mailboxes
CMT for Exchange
CMT for Exchange: Server Archive Migration
CMT for Exchange
migrates Domino server-‐based archives to your choice
of Exchange mailboxes, local archives or Exchange archive mailboxes
Server-‐based Archives
Local Archives Local Archives
Mailboxes Mailboxes
On-‐Premises or Cloud Archive Mailboxes
Domino
7x/8x/9x
Exchange
2013/2010
CMT for Exchange Migration Infrastructure
Migration Workstation
Migration Workstation
Understanding the Components of Migration
Support for Exchange 2013/2010/2007
CMT for Exchange
: Data Fidelity
Maintaining the integrity of the migrated mailbox data
•
Mail Fidelity
: Rich Text, composite HTML, Images & more
•
Calendar Fidelity
:
•
Repeating calendar events with simple and complex
patterns (including custom)
•
Enhanced transitional calendar workflow
•
Domino Room, Resource, and Online Meeting Place
information
•
Contact and Personal Group Fidelity
:
attachments and comments
Consider the following example…
Room and Resource
Databases
• CMT for Exchange –
Fully supports the migration of Room and Resource
Databases
CMT for Exchange
: Manageability
Make sure you have the management control you need
Value
A centralized repository for
all migration related
activities
CMT for Exchange
• Central management console to track the entire migration process
• Simple interface to control migration processing and monitor status
CMT for Exchange: Throughput and Scalability
Migration Farm
CMT for Exchange Migration Infrastructure
Migration Control Center
Up to 8GB/hr per Station
Up to 8GB/hr per Station
Up to 8GB/hr per Station
Utilizing Automated Workload Distribution
Domino
Make sure you can control the entire migration infrastructure
Value
• Central migration management
• Reduce time and effort to manage multiple machines
CMT for Exchange
• Central management console to track the workstation’s migration status at their sites
• Ability to add a workstation to the migration farm with ease right on the dashboard
Global Migration Scalability: Automated Workload
Distribution over Worldwide Migration Infrastructure
US EMEA AP
Migration Control Center
It’s not just part of coexistence
•
What is Transitional Calendar Workflow?
The ability to schedule, re-‐schedule, update, cancel
meetings across dissimilar platforms regardless of
chairperson and invitee migration status
•
The Multiplier Effect
Significant calendar workflow is accomplished by CMT for
Coexistence and CMT for Exchange separately, but even
greater calendar workflow is achieved when CMT for
Coexistence and CMT for Exchange are used together
•
Designed in Notes: easy to customize, including the GUI
•
When migrating to Office 365, the user interface is customized
automatically to present the settings and options that are specific
to Office 365 migrations
•
Supports a variety of migration sources and targets
• Migrate from Domino 6x, 7x, 8x, and 9x
• Migrate to on-‐premises Exchange 2013, 2010, 2007
• Migrate to Exchange hosted, cloud and hybrid environments including Office 365
•
Can be integrated with mobile & archive migration solutions
•
Standard and custom pre-‐migration and post-‐migration tasks
CMT for Exchange
: Customization & Extensibility
CMT for Exchange
: Customization & Extensibility
Meeting customer-‐specific requirements
•
Use standard or develop custom pre-‐migration Lotus Notes
actions to prepare Domino Mail files for migration
•
Replicate mail files to central staging environment
•
Send emails to users with actions to prepare user
environments (Notes Clients) for migration
•
Decrypt encrypted mail items
•
Insert local contacts into mail file
Relying on Users to Self-‐Migrate
Benefits and shortcomings of a self-‐service model
•
CMT for Exchange supports server-‐run and user-‐run migrations
•
Every user machine becomes a migration workstation
• Good: no need to build migration infrastructure
• Bad: inconsistent hardware, network bandwidth, OS, application software
•
Every user becomes a migration administrator
• Good: no need to allocate resources
• Bad: inconsistent expertise, insufficient authority, greater need for support
•
Every user schedules own migration
• Good: no need for centralized scheduling and coordination
• Bad: no centralized reporting, progress monitoring
•
Preferred approach – Centralized Server Migration
• Local archives can be consolidated on a central File Server or Domino Server and migrated in a centralized mode
Comparing the Mail Migration Approaches
TRADITIONAL ON-‐PREMISES MIGRATION
REMOTE MANAGED MIGRATION (RMM)
REMOTE HOSTED MIGRATION (RHM)
Customer requirements
Provide hardware, administrators, and project management.
Must provide hardware. None.
Migration farm configuration
Custom Migration Farm deployment based on CMT for Exchange software.
Migration farm is created from CMT software appliance in customer’s data center, on customer hardware.
Migration farm instance is located in a Binary Tree data center.
Data Path Data is migrated from Domino servers to
local migration farm directly to on-‐site Exchange servers or to Exchange Online in Office 365.
Data is migrated from Domino servers to local migration farm directly to on-‐site Exchange servers or to Exchange Online in Office 365.
Data is replicated to a temporary staging area in Binary Tree’s data center and then migrated via a high-‐velocity connection to Office 365.
Throughput Depends on customer’s network
bandwidth and availability.
Average 1,000 – 3,000 mailboxes per week. Must run migration pilot to determine throughput.
Depends on customer’s network bandwidth and availability.
Average 1,000 – 3,000 mailboxes per week. Must run migration pilot to determine throughput.
Average 1,000 -‐ 5,000 mailboxes per week.
Executed by Customer/Integrator/Binary Tree Integrator/Binary Tree Binary Tree
Migration Volume Depends on customer’s network
bandwidth and availability.
Average 1,000 – 3,000 mailboxes per week. Must run migration pilot to determine throughput.
3 – 4 migration events per week. 250 – 500+ mailboxes per event.
3 – 4 migration events per week and 250 – 500+ mailboxes per event.
Coexistence CMT for Coexistence installed and
configured at the customer’s site.
Part of CMT software appliance installed and configured at the customer’s site.
Installed and configured at the customer’s site.
Migrating Local User Mail
Archives from NSFs to PSTs
CMT Self-‐Service Archive Migrator
CMT Self-‐Service Archive Migrator
is an user-‐driven process for moving
mail archives directly from local Notes NSF files to local Outlook PST files
CMT Self-‐Service Archive Migrator
Server-‐based Archives
Local Archives Local Archives
Mailboxes Mailboxes
On-‐Premises or Cloud Archive Mailboxes
CMT Self-‐Service Archive Migrator
Automates the Migration of Notes NSFs to Outlook PSTs
Simplify the Migration of
Local Mail Archives…
•
An automated approach
•
User driven processing
•
Full administrative
CMT Self-‐Service Archive Migrator
The Migration Process
1. Deploy and Configure Solution
Installed on a central Domino server as a single Notes application and
configured within the user interface. A mail-‐in database record is required to route reply messages from user processing activities.
2. Gather User Information
User data is gathered automatically from the Domino Directory.
3. Distribute Migration Task Email to Users
After editing the template emails within the application, the administrator can select user tracking records and send the migration processing task messages.
4. Track and Report on Conversion Processing
Reply messages from users will be sent automatically to the central tracking queue to report on successful archive conversions or issues encountered during the process.
Consolidate and Retire Domino
After the Migration
Consolidate and Retire Domino After the Migration
Decommission and retire unused servers and applications with Domino Consolidator
Retire Domino servers
with Domino
Consolidator to reduce
your ongoing costs
•
Decommission
unused servers and
applications
•
Consolidate
Why Choose Binary Tree?
Protected
User Workflow
Complete
Control
The Highest
Fidelity Available
Reduced Costs
and Risks
A Comprehensive
Solution
The Best Solution for
Notes-‐to-‐Exchange
Migrations
1 2 3
A Track Record of Customer Success
Award-‐Winning Migration Technology
Industry Recognition and Awards
Partner of the Year Finalist Awards Binary Tree’s Partner Program
Binary Tree’s CMT for Coexistence
Binary Tree Growth 7 Years in a Row Awards for Binary Tree’s E2E Complete
