A Binary Tree SMART Migration Webinar. SMART Solutions for Notes- to- Exchange Migrations

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1 A Binary Tree SMART Migration Webinar SMART Solutions for Notes- to- Exchange Migrations

2 Critical Success Factors of Enterprise Migrations from Notes/Domino to Exchange Secure integration of mail systems Collaboration between users on different systems Sustained user productivity

3 Integration and Migration Challenges Take these topics into account as you plan for coexistence and migration 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

4 Managing the Migration Scheduling Forecasting Administration Support Reporting Notifications

5 Assessing and Preparing Domino for a Migration to Exchange

6 The Common User Mailbox Issues These Types of Content Cannot Be Migrated As Is Mail Files that Exceed What the Target Allows Personal Journal Data Not Sync d to the Domino Server Attachments that Exceed What the Target Allows Personal Address Books Not Sync d to the Domino Server Encrypted s Stored Forms Not Associated with a Form Type

7 The Common Domino Directory Issues These Issues Can Prevent Users from Sending s 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 They will not sync to AD and will prevent some users from sending s and invites.

8 !!!!!!!!!!!! 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 the environment!! 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.!! MailFIn*Databases*for*Shared*Mailboxes* Therefore,!prior!to!a!migration!process,!it!is!important!that!customers! analyze!the!amount!of!encrypted!mail!items!that!exist!so!that!they!can! Assessing'SMTP'Addresses'in'the'MailDIn'Databases' determine!how!to!properly!plan!for!them!during!the!migration.! In!order!to!migrate!and!sync!to!Active!Directory!from!Lotus!Domino,!all! objects!must!contain!a!valid!smtp!address.!many!mailbin!databases!do! Assessment'of'Encrypted'Items' not!have!smtp!addresses.!!! Total!User!Mailboxes! 3,730! Of!your!5,076!mailBin!databases,!a!total!of!4.408!objects!do!not!have!valid! SMTP!addresses!in!the!Domino!Directory.! Users!with!<10!Encrypted!Items! 3,133! Assessment'of'MailDIn'Databases' 'Users'with'10+'Encrypted'Items' 597' Total!MailBIn!Databases! 5,076! 16%*of*the*3,730*User*Mailboxes* Have*10*or*More*Encrypted*Items* 16%** with*10+* With!SMTP!Addresses! 668! Without'SMTP'Addresses' 4,408' 87%*of*5,076*MailFin*Databases** are*missing*smtp*addresses* 13%*With* SMTP* 84%** with*<10* 87%* ' Without* SMTP* Remediation'Warning' Mail!messages,!attachments!and!calendar!items!cannot!be!migrated!if! they!are!encrypted.!!!! Encrypted!items!must!be!identified!and!remediated!before!they!can!be! Remediation'Warning' migrated!from!domino!to!exchange.! If!an!object!does!not!have!a!SMTP!address,!or!the!SMTP!address!is!not! properly!formatted,!it!will!not!synchronize!to!active!directory!and!will!not! be!reflected!in!exchange.!! SMART!MIGRATION!ASSESSMENT!FOR!DOMINO! Object!names!that!are!not!properly!formatted!must!be!identified!and! 2! remediated!before!they!can!be!synchronized!to!active!directory!and! Exchange.! SMART!MIGRATION!ASSESSMENT!FOR!DOMINO! 3!

9 Establishing Interoperability between Domino and Exchange

10 CMT for Coexistence Protects Workflow Establishes interoperability between the two platforms to protect the workflow between migrated and nonmigrated users Directory Workflow Availability Workflow Messaging Workflow Calendar Workflow Application Workflow IBM/Lotus Domino CMT for Coexistence and CMT for Exchange Microsoft Exchange and/or Office 365

11 CMT for Coexistence Protects Directory Workflow Ensures that user addressing is transparent and functional Directory Workflow Without CMT for Coexistence Without CMT, addresses can be confusing 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 s and calendar invites rather than confusing SMTP names addressing CMT keeps addresses recognizable

12 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 migration status

13 CMT for Coexistence Protects Messaging Workflow Ensures the normal functionality of 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 same way Notes users do

14 CMT for Coexistence Protects Calendar Workflow Keeps your user calendars in sync 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

15 CMT for Coexistence Protects Application Workflow Enables Outlook users to act on - 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 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 Requires no changes to the applications

16 On- the- Fly Encryption & Decryption Enabling the automatic decryption of messages from Domino to Exchange and automatic encryption of messages sent from Exchange to Domino Encrypted s 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 IBM/Lotus Domino CMT for Coexistence Microsoft Exchange and/or Office 365

17 Understanding the Components of Coexistence Native Support for Exchange 2013/ 2010 (full compatibility with Exchange 2007) Internet Domino 6x/7x/8x/9x NRPC CMT for Coexistence with Complete Workflow Protection 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 MS- SQL Server HTTP/HTTPS (Free/Busy) SMTP (Mail Routing) Windows Coexistence Server CMT for Coexistence Directory Synchronization Service Free Time Lookup Web Config SMTP, HTTP/ HTTPS, LDAP Exchange 2013/2010

18 Migrating Mailboxes from Domino to Exchange

19 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

20 CMT for Exchange: Mailbox Migration CMT for Exchange migrates Domino mailboxes to your choice of Exchange mailboxes, local archives and Exchange archive mailboxes CMT for Exchange Mailboxes Mailboxes Local Archives Local Archives Server- based Archives On- Premises or Cloud Archive Mailboxes

21 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 CMT for Exchange Mailboxes Mailboxes Local Archives Local Archives Server- based Archives On- Premises or Cloud Archive Mailboxes

22 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 CMT for Exchange Mailboxes Mailboxes Local Archives Local Archives Server- based Archives On- Premises or Cloud Archive Mailboxes

23 Understanding the Components of Migration Support for Exchange 2013/2010/2007 CMT for Exchange Migration Infrastructure Migration Workstation Exchange 2013/2010 Domino 7x/8x/9x Migration Workstation

24 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 Task Migration Fidelity: task ownership

25 CMT for Exchange: Data Fidelity Consider the following example Room and Resource Databases CMT for Exchange Fully supports the migration of Room and Resource Databases

26 CMT for Exchange: Manageability Make sure you have the management control you need CMT for Exchange Central management console to track the entire migration process Simple interface to control migration processing and monitor status Value A centralized repository for all migration related activities

27 CMT for Exchange: Throughput and Scalability Utilizing Automated Workload Distribution CMT for Exchange Migration Infrastructure Migration Farm Migration Control Center Up to 8GB/hr per Station Domino 7x/8x/9x Up to 8GB/hr per Station Exchange 2013/2010 Up to 8GB/hr per Station

28 CMT for Exchange: Manageability Make sure you can control the entire migration infrastructure 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 Value Central migration management Reduce time and effort to manage multiple machines

29 Global Migration Scalability: Automated Workload Distribution over Worldwide Migration Infrastructure Migration Control Center US EMEA AP

30 CMT for Exchange: Transitional Calendar Workflow 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

31 CMT for Exchange: Customization & Extensibility Meeting customer- specific requirements 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

32 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 s to users with actions to prepare user environments (Notes Clients) for migration Decrypt encrypted mail items Insert local contacts into mail file Find and push local archives to a central location Filter migrated data by date range, age, type, size, etc.

33 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

34 Migration Approaches

35 Comparing the Mail Migration Approaches TRADITIONAL ON- PREMISES MIGRATION REMOTE MANAGED MIGRATION (RMM) REMOTE HOSTED MIGRATION (RHM) Customer requirements Migration farm configuration Data Path Throughput Provide hardware, administrators, and project management. Custom Migration Farm deployment based on CMT for Exchange software. Data is migrated from Domino servers to local migration farm directly to on- site Exchange servers or to Exchange Online in Office 365. Depends on customer s network bandwidth and availability. Average 1,000 3,000 mailboxes per week. Must run migration pilot to determine throughput. Must provide hardware. Migration farm is created from CMT software appliance in customer s data center, on customer hardware. Data is migrated from Domino servers to local migration farm directly to on- site Exchange servers or to Exchange Online in Office 365. Depends on customer s network bandwidth and availability. Average 1,000 3,000 mailboxes per week. Must run migration pilot to determine throughput. None. Executed by Customer/Integrator/Binary Tree Integrator/Binary Tree Binary Tree Migration farm instance is located in a Binary Tree datacenter. 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. Average 1,000-5,000 mailboxes per week. 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 mailboxes per event. 3 4 migration events per week and 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. Pricing Model Custom and variable. Fixed fee per mailbox. Fixed fee per mailbox. to- exchange

36 Migrating Local User Mail Archives from NSFs to PSTs

37 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 Mailboxes Mailboxes Local Archives Local Archives Server- based Archives On- Premises or Cloud Archive Mailboxes migrator

38 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 management migrator

39 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 to Users After editing the template s 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. migrator

40 Consolidate and Retire Domino After the Migration

41 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 remaining servers

42 Summary

43 Why Choose Binary Tree? The Best Solution for Notes- to- Exchange Migrations A Comprehensive Solution The Highest Fidelity Available Protected User Workflow Complete Control Reduced Costs and Risks

44 A Track Record of Customer Success Over 30 Million Users Migrated for Over 6,000 Customers

45 Award- Winning Migration Technology Industry Recognition and Awards 2014 Partner of the Year Award Winner Awards for Binary Tree s E2E Complete Binary Tree s CMT for Coexistence Partner of the Year Finalist Awards Binary Tree s Partner Program Binary Tree Growth 7 Years in a Row

46 Thank You! Watch an on- demand webcast of this presentation: n2e- solutions

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