Migrating from IBM Lotus Notes to Microsoft Exchange Server

1. MSG308 Migrating from IBM Lotus Notes to Microsoft Exchange Server Charlie Chung Lead Program Manager Exchange Server Microsoft Corporation

2. 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

3. 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 investments • Microsoft Windows Server 2003 • Active Directory directory service • Microsoft Windows SharePoint Services • Microsoft Office Outlook 2003 • Leverage current and future collaboration solutions • Microsoft Office Live Communications Server 2003 • Microsoft Office System • Windows Server 2003 Rights Management Services

4. Migration Scenario Desktop Environment Extend/Co-exist: Outlook with Connector to Notes/Domino, Outlook Web Access Client Migrate: Migrate Notes Client to Outlook/Office Messaging Environment Extend/Co-exist: Messaging and calendaring Migrate: Move Mailboxes and Messaging infrastructure Client Access Application Environment Consolidate: Non-critical, legacy app’s Extend/Co-exist: Access Notes/Domino applications on Microsoft platform Migrate: Migration tools for applications, and improve application capabilities and supportability Directory Environment Extend/Co-exist: Active Directory and Domino Directories can coexist Migrate: Migration tools for Active Directory Mail Applications Directory

5. Migration/CoexistenceDirectory and Messaging Environment Outlook Client Notes Client Microsoft Lotus Directory Synch Exchange Server Windows Server 2003 Active Directory Lotus Notes API Domino Directory Domino Server Two Way Message Flow Calendar Connector Mailbox Migration Tool

6. 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 Strategy • Outlook, Notes, Web Access • Outlook Notes Connector • Execute an easy migration

7. Build on a Solid Foundation • Document the Lotus Notes environment • Servers, mailboxes, sites, network links, Simple Mail Transfer Protocol (SMTP) gateways • Administration and responsibilities • Client environment • Desktop, versions, security • Support, for example non-delivery reports (NDRs), Domain Name System (DNS) • Install a solid Exchange Server environment • Capacity 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

8. Coexistence • Goal: Interoperability between Lotus Notes and Exchange Server • Directory synchronization • Lotus Notes Directory and Windows Active Directory • Calendar synchronization • Free/Busy available to all Lotus Notes and Exchange Server users • Messages transfer between Lotus Notes and Exchange Server

9. Migrating Users to Exchange Server • Testing and piloting the migration • Evaluate 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 migrate • Mailbox, external recipients, resources, distribution lists

10. Exchange Server 2003 Migration and Coexistence Tools • Ships with Exchange Server 2003 CD • Exchange Connector for Lotus Notes • Two-way directory synchronization • Two-way message and meeting request flow • Exchange Calendar Connector for Lotus Notes • Free/Busy scheduling • Migration Wizard • Partner and Other Tools • Quest • Outlook Connector for IBM Lotus Domino • Exchange Server 2003 also includes tools for • Novell GroupWise • Internet Message Access Protocol (IMAP) or Lightweight Directory Access Protocol (LDAP) mail • Other programs

11. Install Lotus Notes Tools from the Exchange Server 2003 CD

13. Single Connector

14. Multiple Connectors

15. Directory Synchronization Using the Exchange Connector for Lotus Notes • Different directories • Lotus 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

16. Directory Synchronization Using the Exchange Connector for Lotus Notes

17. Directory Synchronization Using the Exchange Connector • Define target containers in Active Directory and specify synchronization rules • Define filter rules – include or exclude some users from synchronization • Choose to synchronize contacts in Active Directory to Domino Directory • Choose 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 Directory • From Domino Directory to Active Directory, for new user creation, choose one: • Disabled Windows User account • New Windows User account • Windows Contact • Domino resource –> contacts in Active Directory

18. Message Transfer Between Exchange Server and Lotus Notes • Exchange Connector for Lotus Notes • Converts messaging and meeting requests, and formats them between systems • Some features lost in message transfer • Reply By, All Day Meeting Requests, voting buttons, Expiration date • Some message properties lost • Superscripts, subscripts, bullets

19. Calendar Coexistence Free/Busy Sharing • Exchange Calendar Connector for Lotus Notes • Installed 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 server • Free/Busy information in public folder • SCHEDULE+ FREE/BUSY • Configurable: number of days of free/busy, update interval

21. Free/Busy Calendar Synchronization

22. Time to Migrate • Foundation is built • Clean 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 Wizard • Preserves ability to reply • Migrates "rich" information from Lotus Notes to Exchange Server • Messages, documents and attachments, calendar

23. Exchange Server Migration WizardThe Two-Step Process Step 1:Extract Step 2:Import NeutralFormat Exchange Server 2003 Lotus Notes Extractor Importer

24. 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

25. Exchange Migration Wizard

26. Verifying and Matching Lotus Accounts to New or Existing Windows Accounts

27. Last Steps on Migration • Check application event log for information • Verify execution • Review any warnings or errors • Calendar items • Verify 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?

28. Quest Migration Tools • Product list • Notes Migrator for Exchange • Advantages in these areas: • Directory Data • User Data • Accuracy • Automation

29. Directory Data • Directory provisioning • Migrates public Distribution Lists • Migrates Internet Aliases • High performance • Allows for the migration of multiple users at once • Can be changed as the migration is occurring

30. User Data • Migration of Personal Address Books • Converts Personal Address Books into contact folders • Automates Personal Address Book Replication • Personal Distribution Lists are migrated • Migration of archived data • Converts Notes Local Stores to corresponding .pst files • Recurring appointments in Calendars are preserved • Attendee status at meetings preserved

31. Accuracy • Retains message formatting • Preserves HTML formatting • Address conversion during migration • Maintains reply ability • Notes connector can be removed after migration

32. Automation • Migrates directly to Exchange server or .pst files • No manual import of calendar or other data required • Automates required Notes Administration • Sets forwarding from Notes to Exchange as users are migrated • Optionally hide migrated users from Notes • Disables foreign directory sync

33. Automation (cont’d) • Automates required Exchange Administration • Convert Active Directory objects into mailboxes • Removes forwarding from Exchange to Notes as users are migrated

34. Presentation Sub InstantiateObjects Set s = New NotesSession Set db = s.CurrentDatabase Set note = s.documentcontext End Sub Business Logic Notes Database (NSF) Data Simple to Moderate Complex 10% 30% Typical Lotus ApplicationEnvironment 60% Inactive/ Duplicate Retire Notes Applications

35. Microsoft Application Analyzer 2003 for Lotus NotesAudit and analysis for planning • Exchange Server Application Analyzer 2003 for Lotus Notes – download • http://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

36. Session Summary • Have stable structure to begin with • Use Exchange Coexistence tools • Connector for Lotus Notes for directory, messaging • Calendar Connector for free/busy • Use Messaging Migration Tool • Exchange Server 2003 Migration Wizard for Lotus Notes OR • Partner tool: www.quest.com

37. Summary • Notes Application Migration • Download 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 easy • Read the Exchange Server 2003 Interoperability and Migration Guide • http://www.microsoft.com/technet/prodtechnol/exchange/2003/library/interopmig.mspx

38. Next Steps • Order 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

39. Lotus Notes to Exchange Server Messaging Migration Tools • Ships on the Exchange Server 2003 CD • Lotus Notes Connectors, Calendar Connector, Migration Wizard • Outlook 2002/2003 – Notes Connectorhttp://go.microsoft.com/fwlink/?LinkId=25930 • Partner tools • Quest www.quest.com • Compusven www.compusven.com • Binary Tree www.binarytree.com • Proposion www.proposion.com

40. Exchange Server 2003 Interoperability and Migration Guide • http://www.microsoft.com/technet/prodtechnol/exchange/2003/library/interopmig.mspx • Lotus Notes Migration Information • http://www.microsoft.com/exchange/techinfo/interop/notes.asp • Analyst reports, case studies • http://www.microsoft.com/exchange/techinfo/interop/notes.asp • Lotus Notes Tools and Tips Migration Webcast • http://msevents.microsoft.com/CUI/EventDetail.aspx?EventID=1032254651&Culture=en-US Resources

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43. © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

45. Microsoft Application Analyzer 2003 for Lotus NotesAudit and analysis for planning • Exchange Server Application Analyzer 2003 for Lotus Notes – download • http://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