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Migrating from IBM Lotus Notes to Microsoft Exchange Server
Charlie ChungLead Program ManagerExchange ServerMicrosoft Corporation
MSG308
What We Will Cover
Overview of Migration Process
Microsoft Exchange Server Migration Tools
Coexistence
Quest Migration Tool
Considerations for Lotus Notes Application Migration
Customer Case Study: Accenture
Resources and Next Steps
Why Exchange Server 2003 and Microsoft?
Lower total cost of ownership (TCO)Consolidate servers and sites
Flexibility: messaging versus applications
Integrated Mobile Features
Leverage a broad set of third-party solutionsand large pool of expertise
Leverage existing investmentsMicrosoft Windows Server 2003
Active Directory directory service
Microsoft Windows SharePoint Services
Microsoft Office Outlook 2003
Leverage current and future collaboration solutionsMicrosoft Office Live Communications Server 2003
Microsoft Office System
Windows Server 2003 Rights Management Services
Migration Scenario
Desktop EnvironmentDesktop EnvironmentExtend/Co-exist: Outlook with Connector to Notes/Domino, Outlook Web Access Client Migrate: Migrate Notes Client to Outlook/Office
Directory Directory EnvironmentEnvironmentExtend/Co-exist: Active Directory and Domino Directories can coexistMigrate: Migration tools for Active Directory
Messaging Messaging EnvironmentEnvironmentExtend/Co-exist: Messaging and calendaringMigrate: Move Mailboxes and Messaging infrastructure
Application Application EnvironmentEnvironmentConsolidate: Non-critical, legacy app’sExtend/Co-exist: Access Notes/Domino applicationson Microsoft platformMigrate: Migration tools for applications, and improve application capabilities and supportability
Mail Applications
Directory
Client Access
Migration/CoexistenceDirectory and Messaging Environment
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Active D
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DirectorySynch
CalendarConnector
Mailbox Migration Tool
Two Way Message Flow
Outlook Client
Do
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o D
irectory
Do
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irectory
Notes Client
Messaging Migration Process
Build a solid foundation for migration
Provide coexistence between Lotus Notes and Microsoft Exchange
Directory coexistence
Messaging coexistence
Calendar coexistence
Plan Client StrategyOutlook, Notes, Web Access
Outlook Notes Connector
Execute an easy migration
Build on a Solid FoundationDocument the Lotus Notes environment
Servers, mailboxes, sites, network links, Simple Mail Transfer Protocol (SMTP) gateways
Administration and responsibilities
Client environmentDesktop, versions, security
Support, for example non-delivery reports (NDRs), Domain Name System (DNS)
Install a solid Exchange Server environmentCapacity planning
Destination server and sites up and running
Antivirus, anti-spam, backup/recovery, third-party applications
Internet mail and other connectors installed
Administration and support infrastructure
Client strategy in place/Outlook training
Pilot users
Coexistence
Goal: Interoperability between Lotus Notes and Exchange Server
Directory synchronizationLotus Notes Directory and Windows Active Directory
Calendar synchronizationFree/Busy available to all Lotus Notes and Exchange Server users
Messages transfer between Lotus Notes and Exchange Server
Migrating Users to Exchange Server
Testing and piloting the migrationEvaluate tools, limitations, partner options
Consider speed and capacity
Be aware of dependencies
Migrate by workgroups or departments
Scheduling
Impact on help desk support staff
What to migrateMailbox, external recipients, resources, distribution lists
Exchange Server 2003 Migration and Coexistence Tools
Ships with Exchange Server 2003 CDExchange Connector for Lotus Notes
Two-way directory synchronizationTwo-way message and meeting request flow
Exchange Calendar Connector for Lotus NotesFree/Busy scheduling
Migration Wizard
Partner and Other ToolsQuest Outlook Connector for IBM Lotus Domino
Exchange Server 2003 also includes tools for Novell GroupWiseInternet Message Access Protocol (IMAP) or Lightweight Directory Access Protocol (LDAP) mailOther programs
Install Lotus Notes Tools from the Exchange Server 2003 CD
Single Connector
Multiple Connectors
Directory Synchronization Using the Exchange Connector for Lotus Notes
Different directoriesLotus Domino Directory
Active Directory – Windows and Exchange Server
Synchronization has two components:Synchronize recipients in Active Directory toDomino Directory
Synchronize recipients in Domino Directory toActive Directory
Usually installed on a dedicated Exchange server
Scheduled or executed on demand
Directory Synchronization Using the Exchange Connector for Lotus Notes
Directory Synchronization Using the Exchange Connector
Define target containers in Active Directory and specify synchronization rulesDefine filter rules – include or exclude some users from synchronizationChoose to synchronize contacts in Active Directory to Domino DirectoryChoose to synchronize groups or distribution lists between Active Directory and Domino Directory
Directory is not expanded (member lists) Set up mapping attributes between Active Directory and Domino DirectoryFrom Domino Directory to Active Directory, for new user creation, choose one:
Disabled Windows User accountNew Windows User accountWindows Contact
Domino resource –> contacts in Active Directory
Message Transfer Between Exchange Server and Lotus Notes
Exchange Connector for Lotus NotesConverts messaging and meeting requests, and formats them between systems
Some features lost in message transferReply By, All Day Meeting Requests, voting buttons, Expiration date
Some message properties lostSuperscripts, subscripts, bullets
Calendar Coexistence Free/Busy Sharing
Exchange Calendar Connector for Lotus NotesInstalled on an Exchange server
Can be the same server where the Exchange Connector for Lotus Notes is installed
Also install the Lotus Domino API on a Lotus Notes client running on this Exchange serverFree/Busy information in public folder
SCHEDULE+ FREE/BUSY
Configurable: number of days of free/busy, update interval
Free/Busy Calendar Synchronization
Time to Migrate
Foundation is builtClean up existing Lotus Notes/Domino environment
Everything is scheduled
Directory synchronization is working
Message and meeting flow is working
Calendar, free/busy is working
Training is completed
Outlook rollout in progress or completed
Time to use the Exchange Migration WizardPreserves ability to reply
Migrates "rich" information from Lotus Notes to Exchange ServerMessages, documents and attachments, calendar
NeutralNeutralFormatFormat
Exchange Server Migration WizardThe Two-Step Process
ImporterImporterExtractorExtractorLotus NotesLotus NotesExchange Exchange Server 2003Server 2003
Step 1:Step 1:ExtractExtract
Step 2:Step 2:ImportImport
Migration Wizard
Every mailbox needs an associated, active Active Directory account
Option 1: find an existing account in Active Directory that will be mailbox enabled
Option 2: create a new account in Active Directory and mailbox enable it
Existing contacts will be removed from Active Directory and attributes will be merged
Exchange Migration Wizard
Verifying and Matching Lotus Accounts to New or Existing Windows Accounts
Last Steps on Migration
Check application event log for informationVerify execution
Review any warnings or errors
Calendar itemsVerify calendar file (*.sc2) is generated and sent to each migrated user
Each user to save attachments and import the saved attachment into Outlook
How long do you leave the connector and legacy Lotus Notes environment in place?
Quest Migration Tools
Product listNotes Migrator for Exchange
Advantages in these areas:Directory Data
User Data
Accuracy
Automation
Directory Data
Directory provisioningMigrates public Distribution Lists
Migrates Internet Aliases
High performanceAllows for the migration of multiple users at once
Can be changed as the migration is occurring
User Data
Migration of Personal Address BooksConverts Personal Address Books into contact folders
Automates Personal Address Book Replication
Personal Distribution Lists are migrated
Migration of archived dataConverts Notes Local Stores to corresponding .pst files
Recurring appointments in Calendars are preserved
Attendee status at meetings preserved
Accuracy
Retains message formattingPreserves HTML formatting
Address conversion during migrationMaintains reply ability
Notes connector can be removed after migration
Automation
Migrates directly to Exchange server or .pst filesNo manual import of calendar or other data required
Automates required Notes AdministrationSets forwarding from Notes to Exchange as users are migrated
Optionally hide migrated users from Notes
Disables foreign directory sync
Automation (cont’d)
Automates required Exchange AdministrationConvert Active Directory objects into mailboxes
Removes forwarding from Exchange to Notes as users are migrated
Notes Applications Application Examples Guidance
Inactive or Duplicate Applications (60% estimate)
Team rooms, discussion dbs,
document libraries
Consolidate/Extend/
Archive
Simple or Moderate Complexity Applications (30% est.)
Data-centric applications
Document libraries, contact databases
Migrate to Windows SharePoint Services
Non data-centric applications
Travel requests, Help Desk requests, Simple expense reporting, customer tracking, purchasing, email w/Notes form
Migrate to WSS/ InfoPath templates
Workflow ISV partners: Sourcecode (k2.net), Captaris, Nintex, Skelta
Mobile ISV partner: Addesso
Team solutions Notes default team sites, QuickPlace sites, Notes default portal
Migrate to Windows SharePoint Services
Complex Line of Business Applications (10% estimate)
May includes complex workflow or have an external application or data dependency
Insurance claims processing, HR, Finance, CRM
Co-exist until ready to re-evaluate business process and build new with consulting services
1) web enable (apps where need to view info)
2) web services (apps with business process/user interaction)
NotesNotesDatabase (NSF)Database (NSF)
NotesNotesDatabase (NSF)Database (NSF)
SubSub InstantiateObjects InstantiateObjectsSetSet s s == New NotesSession New NotesSessionSetSet db db == s.CurrentDatabase s.CurrentDatabaseSetSet note note == s.documentcontext s.documentcontext
End SubEnd Sub
SubSub InstantiateObjects InstantiateObjectsSetSet s s == New NotesSession New NotesSessionSetSet db db == s.CurrentDatabase s.CurrentDatabaseSetSet note note == s.documentcontext s.documentcontext
End SubEnd Sub
Presentation
Business Logic
Data
Typical Lotus Application Environment
ComplexSimple to Moderate
30%
10%
60%
Inactive/Duplicate
Microsoft Application Analyzer 2003 for Lotus NotesAudit and analysis for planning
Exchange Server Application Analyzer 2003 for Lotus Notes – downloadhttp://www.microsoft.com/downloads/details.aspx?familyid=b6f78d8e-184f-49c4-bb1f-ee9a82b0893b&displaylang=en
Reports pertinent information Number and types of elements
Size and usage
Number and location of replicas
Functional differences
Analyses to provide:Scale and complexity
Descendant and consolidation
Migration recommendation
Summarizes information for decision making
Session Summary
Have stable structure to begin with
Use Exchange Coexistence toolsConnector for Lotus Notes for directory, messaging
Calendar Connector for free/busy
Use Messaging Migration ToolExchange Server 2003 Migration Wizard for Lotus Notes
OR
Partner tool: www.quest.com
Summary
Notes Application MigrationDownload MS Application Analyzer for Lotus Notes
http://www.microsoft.com/downloads/details.aspx?familyid=d94c5719-570d-4adb-b449-70e1e42cbfc5&displaylang=en
Plan and test, and migration will be easyRead the Exchange Server 2003 Interoperability and Migration Guide
http://www.microsoft.com/technet/prodtechnol/exchange/2003/library/interopmig.mspx
Next StepsOrder the Exchange Server 2003 CD Evaluation Kit https://microsoft.order6.com/exchange2003eval/ Free Exchange Server 2003 Virtual Lab http://www.microsoft.com/technet/traincert/virtuallab/exchange.mspx Free 45-day Windows Server System Evaluation DVD http://www.ms-answers.com/it/login.aspx
Lotus Notes to Exchange Server Messaging Migration Tools
Ships on the Exchange Server 2003 CDLotus Notes Connectors, Calendar Connector, Migration Wizard
Outlook 2002/2003 – Notes Connectorhttp://go.microsoft.com/fwlink/?LinkId=25930
Partner toolsQuest www.quest.com
Compusven www.compusven.com
Binary Tree www.binarytree.com
Proposion www.proposion.com
Resources
Exchange Server 2003 Interoperability and Migration Guidehttp://www.microsoft.com/technet/prodtechnol/exchange/2003/library/interopmig.mspx
Lotus Notes Migration Informationhttp://www.microsoft.com/exchange/techinfo/interop/notes.asp
Analyst reports, case studieshttp://www.microsoft.com/exchange/techinfo/interop/notes.asp
Lotus Notes Tools and Tips Migration Webcasthttp://msevents.microsoft.com/CUI/EventDetail.aspx?EventID=1032254651&Culture=en-US
We invite you to participate in ourWe invite you to participate in our online evaluationonline evaluation on CommNet,on CommNet,
accessible Friday onlyaccessible Friday only
If you choose to complete the evaluation online, If you choose to complete the evaluation online, there isthere is no need to complete the paper evaluationno need to complete the paper evaluation
© 2005 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
Microsoft Application Analyzer 2003 for Lotus NotesAudit and analysis for planning
Exchange Server Application Analyzer 2003 for Lotus Notes – downloadhttp://www.microsoft.com/downloads/details.aspx?familyid=b6f78d8e-184f-49c4-bb1f-ee9a82b0893b&displaylang=en
Reports pertinent information Number and types of elements
Size and usage
Number and location of replicas
Functional differences
Analyses to provide:Scale and complexity
Descendant and consolidation
Migration recommendation
Summarizes information for decision making
