Migrating from Domino to Exchange 2010

Welcome to the Binary Tree Webinar…A Comprehensive Strategy for Migrating from Lotus Domino to Microsoft Exchange 2010
Vadim Gringolts, CTO, Binary Tree
April 22, 2010
We’ll get started in just a few minutes…

Welcome to the Binary Tree Webinar…A Comprehensive Strategy for Migrating from Lotus Domino to Microsoft Exchange 2010
April 22, 2010

Who is Binary Tree?
The leading provider of cross-platform migration & coexistence software
Migrated over 4,000 customers and more than 15,000,000 users
Authorized ISV for Microsoft Enterprise Notes Migration (ENM)
Focused exclusively on successfully completed migration initiatives
Authorized ISV for Microsoft Enterprise Notes Migration (ENM) Methodology

Key Success Factors for Migrations
The end-user experience must be transparent and the user workflow must be maintained
Communications to end-users must be simple
The project must be predictable and manageable
The project plan must be flexible and focused on reducing costs and risks
The technology you choose can make a big difference in the results you realize

Understanding the Challenges of Migration
The wrong approach or the wrong tools can undermine your initiative
Potential risks of the wrong approach or wrong tools:
A longer and more complex migration project
Declines in the productivity and collaboration of your users and executives
The delay of key business processes
Missing data
Budget overruns
Higher on-going costs from not consolidating and retiring the legacy Domino environment

A New Challenge for Migrating to Exchange 2010
Microsoft is no longer providing directory synchronization or free/busy

A Proven Migration Strategy & Methodology
A Comprehensive Best Practices Strategy to Coexistence & Migration
This is an overview of a best practices strategy and methodology forreducing costs, effort, and business disruptions when transitioning from Lotus Notes and Domino to the Microsoft platform or to Microsoft Online.
RE-TRAIN USERS
EMAIL
EMAIL
EMAIL
PLAN &PREPARE
LAUNCH& RETIRE
ANALYZE
COEXIST
MIGRATE
APPLICATIONS
APPLICATIONS
APPLICATIONS
CONSOLIDATE & RETIRE DOMINO

Software that Supports the Methodology
A complete software suite for migrating Notes mail and applications to Microsoft
Coexist
Migrate
Analyze
CMT for Exchange
Migrate messaging and directory information to Exchange
Comprehensive migration includes attachments, rules and encrypted items
Centralized migration management tools
CMT Inspector Express
Pre-sales analysis of messaging and application environment (mailboxes, servers, replicas, application design)
Free to Microsoft and trained partners
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 for SharePoint
Migrate Lotus Notes applications to Microsoft SharePoint, InfoPath, WebParts
Migrate content and design
Preserve site and application security and data fidelity
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

Perform a Pre-Project Mail and Application Analysis
Gather information about your Domino environment with CMT Inspector Express
Easy, simple to use tool for analysis and reporting on the Lotus Notes & Domino Environment
Server Inventory
Application Inventory
Mail File Inventory
Application Usage
Replica Filtering
Design Complexity
Template Matching

Perform a Detailed Mail and Application Analysis
Examine Domino in unprecedented detail with CMT Inspector Enterprise
Notes Mail Assessments
Mailbox Size Planning
Encrypted Mail
Calendar Entries
Out of Office
Delegates
Attachments
Duplicate Attachments
Mail Archives
Application Assessments
Usage
Access control
Application content
Design
Template matching
Server data
…and more

Consolidate Domino Prior to Coexistence
Consolidate Domino domains and servers to streamline the coexistence and migration phases with CMT for Domains
CMT for Domains
Move users and servers to a single address book
Audit and correct mail files
Update user desktops to reflect a single domain

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

Protect the Directory Workflow of Your Users
Ensure that user addressing is transparent and functional
CMT for Coexistence Directory Workflow
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 emails and calendar invites rather than confusing SMTP names addressing
Without CMT for Coexistence…
…easy to understand email addresses before the migration…
…can turn into confusing email addresses during the migration…

Protect the Availability Workflow of Your Users
Ensure that users can check invitee availability when scheduling meetings
CMT for Coexistence 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

Protect the Messaging Workflow of Your Users
Ensure the normal functionality of email between your users
CMT for Coexistence 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

Protect the Calendar Workflow of Your Users
Keep your user calendars in sync
CMT for Coexistence 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 apples to changes to complex recurring meetings

Protect the Application Workflow of Your Users
Enable Outlook users to act on email-enabled Notes workflow apps
CMT for Coexistence Application Workflow
The Zero-touch Application Remediation (ZApp) option of CMT for Coexistence 3.0 prevents Notes application failure when users are migrated to Outlook
Intercepts mail messages with embedded Notes elements and remediates them for Outlook Users
Catches apps with Lotus UI commands that trigger mail messages and ensures they work properly
Apps that write to a users Lotus Notes calendar are either fixed or the user is notified with the information in a mail message
Requires no changes to the applications

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

Domino Coexistence Server (Release 6.5.5/6.5.6/7.0.3/8.5)
Messaging/Calendaring/Application Coexistence Server Task
Directory Synchronization Server Task
Free/Busy Lookup Server Task
Transitional Domino Database for Storing Remediated Application Mail
Windows Coexistence Server (Exchange 2010/2007 optional)
Free/Busy Lookup Web Configuration
Dedicated SQL Database on dedicated or shared SQL Server
Transitional Directory for Directory Synchronization

Highlights of CMT for Coexistence
Supports Exchange 2007 and 2010, OWA 2007 and 2010, Outlook 2007 (Outlook 2010 supported when GA)
Employs open standards/protocols for cross-platform interface:
SMTP, MIME, iCAL, HTTP/HTTPS, LDAP
Achieves data transfer security by utilizing SSL
Meets enterprise stability and scalability demands via TCP/IP and SMTP failover and load balancing
Uses Web Services and native functionality within Exchange and Domino for Mail, Calendar, and Availability Data transfer:
Exchange SMTP routing, Exchange Availability Services
Domino NRPC routing, Domino availability API

Support for Exchange 2010 and 2007 via Transporter (for Outlook 2003 users)
Internet
SMTP
SMTP
CMT for Coexistence with Complete Workflow Protection
Domino 6x/7x/8x
Exchange 2007/2010
NRPC
SMTP
Notes API (Free/Busy, Dirsync)
BTStore(ZApp)
SMTP (Mail Routing)
Exchange 2007
Coexistence Server
Domino Coexistence Server
CMT for Coexistence with ZApp
BTCal – Domino Server Task
BTEx– Mail Router Extension Manager
Microsoft Transporter
ExCalCon - Domino Server Task
Microsoft Transporter
Free Time Lookup Service

Domino Coexistence Server (Release 6.5.5/6.5.6/7.0.3/8.5)
Messaging/Calendaring/Application Coexistence Server Task
Transitional Domino Database for Storing Remediated Application Mail
Transporter Free/Busy Lookup Server Task
Exchange Coexistence Server (Version 2007)
Transporter Directory Synchronization Service
Transporter Free/Busy Lookup Service

Highlights of CMT for Coexistence
Supports Exchange 2007 and 2010, OWA 2007 and 2010, Outlook 2003, 2007 (Outlook 2010 supported when GA)
Employs open standards/protocols for cross-platform interface:
SMTP, MIME, iCAL
Requires Notes API connection between Exchange and Domino
Meets enterprise stability and scalability demands via TCP/IP and SMTP failover and load balancing
Uses native functionality within Exchange and Domino for Mail, Calendar, and Availability Data transfer:
Exchange SMTP routing, Exchange Free/Busy Public Folders
Domino NRPC routing, Domino availability API

Retrain Your Users on Outlook before Migrating
Help make the transition easier for your users
Binary Tree Outlook Training Portal
An online training guide for your Notes users to learn Microsoft Outlook
Includes reference sheets, FAQs and more

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

Ensure the Fidelity of the Data You MigrateConsider the following example…
Room and Resource Databases
CMT for Exchange 3.1 – Fully supports the migration of Room and Resource Databases

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

Understanding Migration Scalability
Automated Workload Distribution (AWD)
CMT for Exchange Migration Infrastructure
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

Ensure the Manageability of Your Migration
Make sure you have the management control you need
CMT for Exchange 3.1
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 the Manageability of Your Migration
Make sure you can control the entire migration infrastructure
CMT for Exchange 3.1
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

Migration from Lotus Domino to Microsoft BPOS

Microsoft Hosted Migration Approach (BPOS-D)
Microsoft Online
On-premises
Domino Infrastructure
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)

Standard On-Premises Migration Approach
Microsoft Online
On-premises
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

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!

Considering Migrating to Microsoft Online/BPOS?
Consider the remote hosted migration approach of Weekend Express
Online User Training
Online User Training
Online Training Portal
10GB Fiber to BPOS + Redundant Routers & more
Migration
Client’s Internet Connection
Staging/Replication Servers + Migration Control & Processing Workstations
Notes Replication
Client’s Internet Security Measures
plus Weekend Express Firewalls
128-bit Encrypted VPN + VLAN Security + Firewalls
Customer’s Email Data
On Domino Servers
Microsoft Online
The Binary Tree Data CenterCertified to SAS-70 Type II and PCI Compliance
Lotus Audit
The migration includes:
90 days of email
1 Year of past calendar entries
All future calendar entries
All contacts
All tasks
Relax and leave the migrating to us…
No hardware to buy, install or configure
No software to buy, install or learn
No on-site consultants needed
No expertise on migration needed
Includes Outlook online user training

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 reture 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 a Comprehensive Strategy and the Solutions for Migrating from Domino to Exchange 2010
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

Why Choose Binary Tree for Your Migration?
Our suite of software provides you with the best solution for migrating from Lotus to Microsoft…
A Comprehensive Solution
The Highest Fidelity Available
Protected User Workflow
Complete Control
Reduced Costs and Risks

Our Solutions are Referred by Microsoft
“Binary Tree is a preferred and leading Microsoft ISV Partner for supporting customers that are seeking to transition from Lotus Notes to Microsoft’s platform for enterprise messaging, applications and collaboration.”– Terry Birdsell, Director of Enterprise Sales, Microsoft
“Binary Tree is a leading Microsoft ISV Partner, and their new solutions will provide a complete option for customers who are looking for an alternative to the Notes Transporter Suite.”
– David Scult, General Manager in Information Worker Marketing, Microsoft

Prominent global and regional systems integrators have migrated customers using our software

Over 4,000 of the world’s most demanding migration customers have demanded Binary Tree software

Questions and Answers
April 22, 2010

For More Information, Contact Us
Sales: sales@binarytree.com
In North America & Asia PacificCarl Baumann, Worldwide Director of SalesOffice: +1-215-550-6561 carl.baumann@binarytree.com
In Europe, Middle East & AfricaKurt van den Eynden, Director of Sales, EuropeOffice: +44 (0) 20 7692 5661kurtv@binarytree.com
Partners: partners@binarytree.com
For Regional Systems IntegratorsAnita Brooks-Jackson, Microsoft Channel Manager, US SalesOffice: +1-630-466-3895 anita.brooks@binarytree.com
Global Systems IntegratorsTraci Blowers, Director of Alliances and Business DevelopmentMobile: +1-716-864-7046 traci.blowers@binarytree.com

Thank You for Attending!
April 22, 2010

The only option for migration success

Migrating from Domino to Exchange 2010

by Binary Tree

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Migrating from Domino to Exchange 2010 Webinar Transcript