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 disruptionswhen transitioning from Lotus Notes and Domino to the Microsoft platform or to Microsoft Online.
Fully inspect and review your Notes and Domino messaging environment to properly prepare a successful approach to coexistence and migration.
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.
Proper planning, detailed testing, and synchronized execution are all critical for the successful migration of Notes messaging users and environments to Outlook and Exchange.
Prior to migration, carefully PLAN and PREPARE your move from a Lotus platform to the Microsoft platform.
After the migration, LAUNCH and manage the new MICROSOFT Exchange and SharePoint platform.
ANALYZE :Email
COEXIST :Email
MIGRATE :Email
PLAN &PREPARE
LAUNCH& RETIRE
Analyze the Lotus mail and application environment and define a plan that ensures coexistence and a successful migration.
Migrating mail data and applications is the most critical, phase, the end result being your new Microsoft production system.
Establish robust coexistence between the Lotus and Microsoft environments to enable users of each platform to interoperate.
ANALYZE : Applications
COEXIST : Applications
MIGRATE : Applications
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.
Enable Notes/Domino applications that send Notes specific elements, such as custom forms and buttons, to continue to function properly for Outlook/Exchange users.
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.

CMT: Software for All Aspects of Migration
A complete software suite for migrating Notes mail and applications to Microsoft
Coexist
Analyze
Migrate
CMT Inspector Express
Pre-sales analysis of messaging and application environment (mailboxes, servers, replicas, application design)
Free to Microsoft and trained partners
CMT for Exchange
Migrate messaging and directory
Comprehensive migration of data
Centralized migration management
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
CMT Mobile
Migrate BlackBerrys to new server
Soon… iPhones &Windows Mobile
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
CMT for SharePoint
Migrate Notes applications to SharePoint, InfoPath, WebParts
Migrate content and design
Preserve security and data fidelity

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

Protect the Workflow ofYour Users
Prevent 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

Understanding the Components of Migration
Support for Exchange 2010/2007/2003
CMT for Exchange Migration Infrastructure
Domino 6x/7x/8x
Migration Workstation
Exchange 2010/2007

Understanding the Components of Migration
Support 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

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

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

More about Calendar Workflow
It’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

Understanding Migration Scalability
Automated Workload Distribution (AWD)
Migration Server
Exchange 2010/2007
Domino 6x/7x/8x
Migration Farm

Global Migration Scalability via Automated Workload Distribution
Worldwide migration infrastructure
Migration Control Center
Windows 2003 Server
Centralized Dashboard
Job Dispatcher
1
2
EMEA
Exchange Servers
Domino Servers
Migration Workstations
Windows XP SP2/2003
Localized Migrations
Poll for jobs from dispatcher
Report results back to dispatcher
2
1
2
US
Exchange Servers
CMT for Exchange
can be configured to run on a single machine for small migrations or as a migration farm for large enterprise migrations.
Migration Control Center
Domino Servers
2
AP
Exchange Servers
Domino Servers

by Bringing Source Data Closer to Migration Farms
Improving Migration Throughput
Migration Server
Exchange 2010/2007
Domino 6x/7x/8x
Migration Farm
Notes Replication
Notes Replication

Ensure Migration 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

Ensure Migration 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

Ensure Migration Extensibility
Meeting 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?

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

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)

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

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)

Migration from Lotus Domino to Microsoft BPOS

Standard On-Premises Migration Approach
Microsoft Online
On-premises
Domino Infrastructure
Data
Data (WAN)
(LAN)
Requires hardware procurement
Requires migration software procurement
Requires migration softwareinstallation and configuration
Requires migration expertise
On-premises Migration Farm
Running migration software

Microsoft Hosted Migration Approach (BPOS-D)
Microsoft Online
On-premises
Data
Data (LAN)
(WAN)
Does not require hardware procurement
Does not require software procurement
Does not requires migration software installation and configuration
Does not require migration expertise
MS Data Center Hosted Migration Farm
Running migration software (Partner-Managed)

3rd party Hosted Migration Approach (BPOS-S)
Microsoft Online
On-premises
Notes Replication
Data (High Speed WAN)
Temporary Domino Servers
3rd party Hosted/Secured
No hardware to procure
No migration software to procure
No migration software installation and configuration
No migration expertise requirement
3rd Party Hosted Migration Farm

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

Binary Tree Experience with BPOS-D Migrations
30,000 Users
2,500 Users
21,500 Users
19,000 Users
118,000 Users
7,000 Users
3,700 Users
…has also lead to Weekend Express for BPOS-S
On Friday, You’re on Lotus Notes…
…On Monday, You’reon Microsoft Online!

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!

Migrate Your Notes Applications to SharePoint
Migrate document libraries, discussion databases, TeamRoom and QuickPlace applications
CMT for SharePoint
Migrates 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
Reuse the best code snippets over and over again
Binary Tree’s Transformation Resource Center and Plug-in for Visual Studio
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.

Consolidate & Retire Domino After the Migration
Decommission and retire unused servers and applications
CMT for DomainsRetire Domino servers to reduce on-going costs
Decommission unused servers and applications
Consolidate remaining servers

Binary Tree Provides the Most Comprehensive Solution for Migrating from Domino to Exchange (BPOS-D, BPOS-S, On-Premises, Exchange 2010/2007)
A Complete Suite of Software Solutions for a Workflow-Protected Migration
LAUNCH& RETIRE
PLAN &PREPARE
ANALYZE
COEXIST
MIGRATE
Analyze messaging
Coexist directories, free/busy, email & calendars
Migrate messaging
Analyze applications
Coexist email-enabled Notes workflow applications
Migrate applications
Migrate mobile devices
RE-TRAIN
Re-train Notes users on Microsoft Outlook
CONSOLIDATE & RETIRE DOMINO
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 anita.brooks@binarytree.com
Traci Blowers, Director of Alliances and Business DevelopmentMobile: +1-716-864-7046 traci.blowers@binarytree.com
Kurt van den Eynden, Director of Sales, EuropeOffice: +44 (0) 20 7692 5661 | Mobile: +44 7980 449405kurtv@binarytree.com
Carl Baumann, Worldwide Director of SalesOffice: +1-215-550-6561 | Mobile: + 1-908-309-3997 carl.baumann@binarytree.com

Thank you for Attending!

The only option for migration success

Migration Webinar for Microsoft Business Partners

by Binary Tree on Apr 21, 2010

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Migration Webinar for Microsoft Business Partners — Webinar Transcript