MSG308
Migrating from IBM Lotus Notes
to Microsoft Exchange Server
Charlie Chung
Lead Program Manager
Exchange Server
Microsoft Corporation
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 solutions
and 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
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
Client Access
Extend/Co-exist: Messaging
and calendaring
Migrate: Move Mailboxes and
Messaging infrastructure
Directory
Environment
Application
Environment
Mail
Extend/Co-exist: Active Directory
and Domino Directories can coexist
Migrate: Migration tools for
Active Directory
Consolidate: Non-critical,
legacy app’s
Applications
Extend/Co-exist: Access
Notes/Domino applications
on Microsoft platform
Migrate: Migration tools for
applications, and improve
application capabilities
and supportability
Directory
Migration/Coexistence
Directory and Messaging Environment
Outlook Client
Notes Client
Lotus
Microsoft
Directory
Synch
Mailbox
Migration Tool
Windows Server 2003
Active Directory
Calendar
Connector
Exchange Server
Lotus Notes
API
Domino Server
Domino Directory
Two Way
Message Flow
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
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
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
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
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
Install Lotus Notes Tools from the
Exchange Server 2003 CD
Single Connector
Multiple Connectors
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 to
Domino Directory
Synchronize recipients in Domino Directory to
Active 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 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
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
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
Free/Busy Calendar Synchronization
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
Exchange Server Migration Wizard
The Two-Step Process
Step 1:
Extract
Lotus Notes
Extractor
Step 2:
Import
Neutral
Format
Importer
Exchange
Server 2003
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 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?
Quest Migration Tools
Product list
Notes Migrator for Exchange
Advantages in these areas:
Directory Data
User Data
Accuracy
Automation
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
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
Accuracy
Retains message formatting
Preserves HTML formatting
Address conversion during migration
Maintains reply ability
Notes connector can be removed after migration
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
Automation (cont’d)
Automates required Exchange Administration
Convert 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
Presentation
Consolidate/Extend/
Archive
Simple or Moderate Complexity Applications
(30% est.)
Business
Sub InstantiateObjects
Set s = New NotesSession
Logic
Set db = s.CurrentDatabase
Set note = s.documentcontext
End Sub
Data-centric
applications
Document libraries,
contact databases
Migrate to Windows
SharePoint Services
Non datacentric
applications
Travel requests, Help
Desk requests, Simple
expense reporting,
customer tracking,
purchasing, email
w/Notes form
Migrate to WSS/ InfoPath
templates
Notes default team
sites, QuickPlace sites,
Notes default portal
Migrate to Windows
SharePoint Services
Notes
Database (NSF)
Data
Team solutions
Simple to
Moderate
Complex
10%
30%
Typical Lotus Application Environment
60%
Inactive/
Duplicate
Workflow ISV partners:
Sourcecode (k2.net),
Captaris, Nintex, Skelta
Mobile ISV partner:
Addesso
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)
Microsoft Application Analyzer 2003
for Lotus Notes
Audit and analysis for planning
Exchange Server Application Analyzer 2003 for Lotus Notes – download
http://www.microsoft.com/downloads/details.aspx?familyid=b6f78d8e-184f49c4-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 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
Summary
Notes Application Migration
Download MS Application Analyzer for Lotus Notes
http://www.microsoft.com/downloads/details.aspx?famil
yid=d94c5719-570d-4adb-b44970e1e42cbfc5&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/excha
nge/2003/library/interopmig.mspx
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
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 Connector
http://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
Resources
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?Event
ID=1032254651&Culture=en-US
We invite you to participate in our
online evaluation on CommNet,
accessible Friday only
If you choose to complete the evaluation online,
there is no 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 Notes
Audit and analysis for planning
Exchange Server Application Analyzer 2003 for Lotus Notes – download
http://www.microsoft.com/downloads/details.aspx?familyid=b6f78d8e-184f49c4-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