Migration Webinar for Microsoft Business Partners

Welcome to the Migration Webinar for Microsoft Business PartnersWe’ll get started in a few minutes…

Vadim Gringolts, CTO, Binary Tree April 14, 2010

How to Migrate Messaging from Domino to Exchange 2010 with CMT for Exchange 3.1

Vadim Gringolts, CTO, Binary Tree April 14, 2010

Who is Binary Tree?The leading provider of cross-platform messaging migration & coexistence software• For 16 years, Binary Tree and its partners have helped over

4,000 customers migrate more than 15,000,000 users between diverse platforms

• Our core business and our only focus is helping our partners and customers to successfully complete migration initiatives

Unparalleled Experience & Expertise

• Binary Tree and its partners have helped over 4,000 customers migrate more than 15,000,000 users between diverse platforms

• We have lead some of the largest migrations in the world

• Our software has helped to migrate more users from Lotus to Microsoft Online and BPOS than any other software

• Extensive domain expertise and experience with Lotus and Microsoft technologies

Proven Migration Methodology

A Comprehensive Best Practices Approach to Coexistence & Migration

This is an overview of a best practices methodology for reducing costs, effort, and business disruptions

when transitioning from Lotus Notes and Domino to the Microsoft platform or to Microsoft Online. Prior to migration, carefully PLAN and PREPARE your move from a Lotus platform to the Microsoft platform.

PLAN &PREPARE

ANALYZE : Applications

ANALYZE : EmailAnalyze the Lotus mail and application environment and define a plan that ensures coexistence and a successful migration.

Fully inspect and review your Notes and Domino messaging environment to properly prepare a successful approach to coexistence and migration.

Discover in detail how your Notes applications are used and how they work so that you can effectively estimate and plan the efforts to migrate them.

COEXIST : Email

COEXIST : Applications

Establish robust coexistence between the Lotus and Microsoft environments to enable users of each platform to interoperate.

Enable Notes and Outlook users to interoperate seamlessly by allowing them to exchange email and calendar invites with full transparency, high fidelity, availability, and performance.

Enable Notes/Domino applications that send Notes specific elements, such as custom forms and buttons, to continue to function properly for Outlook/Exchange users.

MIGRATE : Email

MIGRATE : Applications

Migrating mail data and applications is the most critical, phase, the end result being your new Microsoft production system.

Proper planning, detailed testing, and synchronized execution are all critical for the successful migration of Notes messaging users and environments to Outlook and Exchange.

Proper planning, detailed testing, and synchronized execution are all critical for the successful migration of Notes and QuickPlace applications to SharePoint, C#, .NET, and SQL Server.

After the migration, clean up, consolidate, and RETIRE the DOMINO environment.

After the migration, LAUNCH and manage the new MICROSOFT Exchange and SharePoint platform.

LAUNCH& RETIRE

CMT: Software for All Aspects of Migration

CMT Inspector Express

• Pre-sales analysis of messaging and application environment (mailboxes, servers, replicas, application design)

• Free to Microsoft and trained partners

Analyze

CMT Inspector

• Detailed analysis of the messaging and application environment (design matching, design and data analysis, detailed reporting)

• Help manage user surveys and analysis communications

A complete software suite for migrating Notes mail and applications to Microsoft

Coexist

CMT for Coexistence

• Allows all email enabled applications to function properly without any change!• Maintains data and calendar workflow fidelity with users across both systems• Prevents incorrect processing of updates to recurring meetings• Resolves user names with “friendly names” to reduce confusion and security concerns

Migrate

CMT for SharePoint

• Migrate Notes applications to SharePoint, InfoPath, WebParts

• Migrate content and design• Preserve security and data fidelity

CMT for Exchange

• Migrate messaging and directory

• Comprehensive migration of data

• Centralized migration management

CMT Mobile

• Migrate BlackBerrys to new server

• Soon… iPhones &Windows Mobile

Migration from Lotus Domino to Microsoft Exchange:A Process Supported by a Product

History of Migration to Microsoft Platform

• Created the first migration tool in 1995

• Initially achieved in-depth knowledge of the Microsoft Exchange from source perspective

• Migration from Microsoft Exchange to Lotus Domino

• Migration to Domino from other systems created exposure to virtually every Domino implementation worldwide

• Began development of Migration to Microsoft Exchange in early 2000’s based on numerous requests from customers

• In-depth knowledge of Domino from target perspective contributed to creation of superior migration product from Domino to Exchange

Migration Best Practices: What customers have come to expect from Binary Tree

• High level of functionality (migration fidelity)

• Mail data transfer/representation

• Calendar data transfer/representation

• Addressing data transfer/representation (internal/external)

• Directory data transfer

• Performance

• Scalability

• Flexibility

• Management and Operation

What is Workflow?

• The flow or amount of work to and from an office, department, or employee (Dictionary.com)

• The foundation of organizational productivity

• Workflow interruption will adversely impact organizational productivity and doom a migration project to failure

Protect the Workflow of Your Users

CMT for Coexistence 3.0 AND CMT for Exchange 3.1 protect the user workflow between Domino and Exchange

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Protect the Workflow of Your UsersPrevent interruptions in collaboration with CMT for Coexistence & CMT for Exchange

• Ensuring Messaging Workflow, including doc & database links

• Ensuring Calendar Workflow even for complex recurring meetings

• Ensuring Application Workflow by enabling Outlook users to see and act on email-enabled Lotus Notes workflow applications

• Ensuring Directory Workflow with directory synchronization

• Ensuring Availability Workflow with calendar free/busy lookups

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Understanding the Components of MigrationSupport for Exchange 2010/2007/2003

Migration Workstation

CMT for Exchange Migration Infrastructure


Domino 6x/7x/8x

Exchange 2010/2007

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Understanding the Components of MigrationSupport for Exchange 2010/2007/2003

• Migration Workstation: a basic unit of Migration Infrastructure• Read, Translate, Write• Windows XP, Windows 2003• Support for Windows 7 upcoming• Lotus Notes Client 7.0.3 (recommended) or 8.x• Microsoft Outlook 2007 (recommended) or 2003

• Read Access to Source Domino Environment• Write Access to Target Exchange Environment• Best: Read and Write over High Speed LAN• Alternative 1: Read over WAN, Write over LAN• Alternative 2: Read over LAN, Write over WAN• Alternative 3: Read over WAN, Write over WAN

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Why CMT for Exchange?Consider the differentiators

• Outstanding Data Fidelity• Transparent Mail fidelity (Rich Text, composite HTML, Images &

more)• Excellent calendar fidelity:

• Repeating calendar events with simple and complex patterns (including custom)

• Enhanced transitional calendar workflow• Domino Room, Resource, and On-line Meeting Place

information• Contact and personal group fidelity (attachments and

comments)• Task Migration fidelity (task ownership)

• Excellent Throughput• Effective application performance• High-throughput parallel migration topology• Migration workload distribution to meet enterprise

requirements

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Why CMT for Exchange?Consider the differentiators

• Management, Customization, Extensibility• Global Directory Management (NAB and AD) – Transition of

users and groups• Rooms and Resource Content Migration from Domino

Resource Reservation Databases• Management of the entire migration from a single,

customizable interface• Use of standard and custom pre-migration and post-

migration tasks• Advanced data filtering, and much more• Integration with mobile and archive migration solutions

• Direct Migration from Domino to Exchange 2010• Backward Compatibility for Migrations to Exchange 2007/2003• Flexibility to Migrate to Exchange BPOS-D, BPOS-S, and On-

premises

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

More about Calendar WorkflowIt’s not just part of coexistence

• Transitional Calendar Workflow: Ability to schedule, re-schedule, update, cancel meetings across dissimilar platforms regardless of chairperson and invitee migration status

• 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

• Examples:• Notes chair schedules a meeting with some Notes and Exchange

invitees, then chairperson and some invitees migrate to Exchange... …Subsequent re-schedules, updates, and cancellations work

• Exchange chair schedules a meeting with some Notes and Exchange invitees, then some invitees migrate to Exchange... …Subsequent re-schedules, updates, and cancellations work

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Understanding Migration ScalabilityAutomated Workload Distribution (AWD)


Exchange 2010/2007



Migration

Server

Domino 6x/7x/8x

Migration Farm


Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Global Migration Scalability via Automated Workload DistributionWorldwide migration infrastructure

Migration Control Center- Windows 2003 Server - Centralized Dashboard- Job Dispatcher

Migration Workstations - Windows XP SP2/2003- Localized Migrations- Poll for jobs from

dispatcher- Report results back to

dispatcher

1

2Migration Workstations Exchange Servers Domino Servers

EMEA

Migration Workstations

Domino Servers

US

Migration Workstations Migration Control Center

Exchange Servers

1

2

Exchange Servers Domino Servers

AP

2

2

CMT for Exchange can be configured to run on a single machine for small migrations or as a migration farm for large enterprise migrations.

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Improving Migration Throughputby Bringing Source Data Closer to Migration Farms


Exchange 2010/2007

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration



Migration

Server

Domino 6x/7x/8x

Migration Farm


Notes Replication

Notes Replication

Ensure Migration ManageabilityMake sure you have the management control you need

ValueA centralized repository for all migration related activities

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

CMT for Exchange• Central management

console to track the entire migration process

• Simple interface to control migration processing and monitor status

Ensure Migration ManageabilityMake sure you can control the entire migration infrastructurePre-

Project Assessme

nt

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

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

Ensure Migration ExtensibilityMeeting customer-specific requirements

• Use standard or develop custom pre-migration Lotus Notes actions to prepare Domino Mail files for migration• For example: replicate mail files to central environment

• Send e-mails to end-users with actions to prepare end-user environments (Notes Clients) for migration• For example: decrypt encrypted mail items• Another example: insert local contacts into mail file• Another example: find and push local archives to a central

location• Filter migrated data by date range, age, type, size,

etc.• Manage ACL contents/Mail File delegations• Anything else?

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

What about end-user run migrations?Benefits and shortcomings of a self-service model

• CMT for Exchange supports Server and End-user migration• Every end-user machine becomes a migration workstation

• Good: no need to build migration infrastructure• Bad: inconsistent hardware, network bandwidth, OS, application

software

• Every end-user becomes a migration administrator• Good: no need to allocate resources• Bad: inconsistent expertise, insufficient authority, greater need for

support

• Every end-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

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

CMT for Exchange ImplementationWhat skills are needed?

• Understanding of Mail Migration Process• Working Knowledge in Domino Administration:

• User Management, Mailbox Administration, Directory Management

• Working Knowledge in Exchange Administration:• User Management, Mailbox Administration, Directory

Management

• Working Knowledge in IIS Administration• Working Knowledge in use of Microsoft Outlook/OWA• Working Knowledge in use of Lotus Notes/DWA• Working Knowledge in SQL Server Administration

(future)

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

CMT for Exchange ImplementationHigh-level Process Overview

• Understand Migration Requirements and Expectation

• Architect Migration Infrastructure and Topology• Architect Global Directory Management

(Domino/AD)• Define and Design End-user Communications• Define User Scheduling and Tracking Process• Install CMT for Exchange Components• Execute Migration Pilot• Establish and Enable Production Support• Execute Production Migration

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

CMT for Exchange ImplementationPOC Lab as the starting point

• Some or all components may be virtual• 1 or more Lotus Domino Servers• 1 or more Microsoft Exchange Servers• 1 Windows 2003 Server as Migration Server• 2-5 Windows XP/2003 Machines as Migration

Workstations• Outlook/OWA Client(s)• Notes/DWA Client(s)

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Migration from Lotus Domino to Microsoft BPOS

Domino Infrastructure

Standard On-Premises Migration Approach

Data

• Requires hardware procurement• Requires migration software

procurement• Requires migration software

installation and configuration• Requires migration expertise

Running migration software

Data

(WAN

)

Microsoft OnlineOn-premises

On-premises Migration Farm

(LAN)


Microsoft Hosted Migration Approach (BPOS-D)

Data

• Does not require hardware procurement• Does not require software procurement• Does not requires migration software

installation and configuration• Does not require migration expertise

Running migration software (Partner-Managed)

Data

(LAN

)

Microsoft OnlineOn-premises

MS Data Center Hosted Migration Farm

(WAN)

Notes

Rep

licat

ion

3rd party Hosted Migration Approach (BPOS-S)

• No hardware to procure• No migration software to procure• No migration software installation

and configuration• No migration expertise requirement

Microsoft Online

Data

(Hig

h Sp

eed

WAN

)

On-premises

3rd Party Hosted Migration Farm

Temporary Domino Servers3rd party Hosted/Secured


Migration to MS Online (BPOS-S) Considerations

• Traditional on-premises migration approach appears to give customers a greater sense of control and ownership, but requires a potentially significant investment in migration hardware, software, and personnel

• Hosted migration approach still gives customer some control, but virtually eliminates customer’s investment in migration hardware, software, and personnel

• Both on-premises and hosted migration approaches may be suitable for a gradual migration

• Hosted migration approach is the only way to achieve a rapid migration

30,000 Users 2,500 Users21,500 Users19,000 Users

118,000 Users7,000 Users

On Friday, You’re on Lotus Notes…

…On Monday, You’reon Microsoft Online!

…has also lead to Weekend Express for BPOS-S

3,700 Users

Binary Tree Experience with BPOS-D Migrations

http://www.gsk.com/index.htm

Migration from Lotus Domino to Microsoft Exchange:Going beyond Mailbox Migration

Don’t Forget to Migrate Your Mobile UsersMigrate BlackBerry users between enterprise mobile servers and between enterprise messaging systems

CMT Mobile• Migrate via user lists of

BlackBerry users or via import of a .csv file

• Automatically migrate selected BlackBerry users from origin to destination BlackBerry domain

• Migration can be prepared and started at a specified time in the future

• Users are automatically notified about the date and time of the migration

• Includes functionality to monitor and manage the users and environment

• Support for iPhones and Windows Mobile Devices coming soon!

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Migrate Your Notes Applications to SharePointMigrate document libraries, discussion databases, TeamRoom and QuickPlace applicationsPre-

Project Assessme

nt

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

CMT for SharePointMigrates Lotus Notes content•Standard Lotus Notes

Applications•Custom Applications•Centralized Management•Detects which apps are

compatible for migration

Make it Easy for Your Developers to Reuse Code

Store code snippets of code transformations here. Lotus Notes @Commands. @Functions, and LotusScript to C# and VB.Share with others to gain knowledge across your team.

Reuse the best code snippets over and over againPre-

Project Assessme

nt

Detailed Assessme

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Coexistence

Messaging

Migration

Application

Migration

Binary Tree’s Transformation Resource Center and Plug-in for Visual Studio

Consolidate & Retire Domino After the Migration

CMT for DomainsRetire Domino servers to reduce on-going costs

•Decommission unused servers and applications

•Consolidate remaining servers

Decommission and retire unused servers and applicationsPre-

Project Assessme

nt

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Binary Tree Provides the Most Comprehensive Solution for Migrating from Domino to Exchange (BPOS-D, BPOS-S, On-Premises, Exchange 2010/2007)

LAUNCH& RETIRE

A Complete Suite of Software Solutions for a Workflow-Protected Migration

PLAN &PREPARE ANALYZE COEXIST MIGRATE

CONSOLIDATE & RETIRE DOMINO

RE-TRAIN

Analyze messaging

Analyze applications

Coexist directories, free/busy, email & calendars

Coexist email-enabled Notes workflow applications

Migrate messaging

Migrate applications

Migrate mobile devices

Re-train Notes users on Microsoft Outlook

Consolidate and retire Domino servers and applications

Questions and Answers

For More Information, Contact Us

• Anita Brooks-Jackson, Microsoft Channel Manager, US SalesOffice: +1-630-466-3895 | Mobile: +1-630-750-9371 [email protected]

• Traci Blowers, Director of Alliances and Business DevelopmentMobile: +1-716-864-7046 [email protected]

• Kurt van den Eynden, Director of Sales, EuropeOffice: +44 (0) 20 7692 5661 | Mobile: +44 7980 [email protected]

• Carl Baumann, Worldwide Director of SalesOffice: +1-215-550-6561 | Mobile: + 1-908-309-3997 [email protected]

Thank you for Attending!

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Migration Webinar for Microsoft Business Partners

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