Lab-Lotus Note to Exchange 2007 Migration

TABLE OF CONTENTS

1 INTRODUCTION.........................................................................2

2 NEW FEATURES OF EXCHANGE 2007...........................................2

3 OBJECTIVE/SCOPE......................................................................2

4 DESIGN.....................................................................................3

5 PRE-REQUISITES........................................................................35.1 Hardware Requirements.............................................................................3

5.2 Software Requirements..............................................................................4

5.3 Domain Requirements................................................................................4

5.4 Permission Requirements...........................................................................4

6 DEPLOYMENT............................................................................46.1 Install Exchange 2007 Server.....................................................................5

6.1.1 Preparing Active Directory.......................................................................................56.1.2 Install Exchange 2007.............................................................................................6

6.2 Install Lotus Domino Server........................................................................9

6.3 Configure the Lotus Domino Server...........................................................13

6.4 Install Transporter Suite...........................................................................18

6.5 Configure Connector Settings & prepare co-existence................................186.5.1 Create the directory connector..............................................................................196.5.2 Configure the directory connector.........................................................................196.5.3 Create & Configure Exchange Receive connector..................................................226.5.4 Create & Configure Exchange Send connector......................................................256.5.5 Create & Configure Free/Busy Connector..............................................................266.5.6 Set MIME Settings & Host file.................................................................................29

6.6 Move User from Lotus to AD & migrate mailbox data.................................306.6.1 Migrate user from Lotus to Active Directory with mailbox content........................30

LAB Support Handbook of 33

Document Title: LAB AD SetupCreation Date:

Author: Vinod Dadhe

1 IntroductionThis document brief about the migration process from Lotus Notes mail server to Exchange 2007 mail Server. Exchange 2007 As a messaging system that is widely used in both large corporations and small businesses, Exchange Server has always been scalable in both directions. However, new demands on messaging – such as compliance, security, and disaster recovery – have created new challenges for delivering a messaging system that works great in small businesses and large enterprises alike. To rise to these new challenges, the architecture of Exchange Server 2007 has been updated to take advantage of 64-bit hardware, simplified administration and routing, and to enable an Exchange server to host one or more server roles.

2 New Features of Exchange 2007New Features of Exchange 2007 are

1. Comprehensive Protection from Outside ThreatsThe Exchange anti-spam framework has been expanded in Exchange Server 2007. It includes multi-tiered protection that blocks spam in several different ways. Some of the highlights include:

a. Safe-sender aggregation. b. Outlook E-Mail Postmarks. c. Spam quarantine. d. Sender reputation. e. Content Filtering on the Edge Transport server. f. Microsoft Forefront Security for Exchange Server.

2. Simplified Message Security 3. Compliance4. Maximizing Availability5. Simplifying Exchange Management6. Productivity Boost

3 Objective/Scope

1. Install Lotus Notes Server2. Install Exchange 2007 Server (Mailbox, CAS, HUB)3. Demonstrate Secured OWA, Outlook Anywhere, Auto discover etc.4. Install Lotus Transporter Suite Connector.5. Migrate Mailboxes from Lotus to Exchange 2007.

Test LAB Document of 33


Author: Vinod Dadhe

4 Design

Design Details Exchange Organization Name: LABMAIL Storage strategy: The Storage used is direct attached Storage Database Architecture: One storage group, one database per storage group.

5 Pre-requisites

5.1 Hardware Requirements X64 architecture-based processor that supports Intel Extended Memory 64

Technology (Intel EM64T) or x64 architecture-based computer with AMD 64-bit processor that supports AMD64 platform, 2GB RAM 1.2 GB free space for Exchange Binaries + sufficient space for Mail stores, Network Card.



Author: Vinod Dadhe

5.2 Software Requirements Windows 2003 Server OS with SP1 or higher World Wide Web Service Enable network COM+ access Microsoft .NET Framework 2.0, Remote procedure call (RPC) over Hypertext Transfer Protocol (HTTP) Proxy

Windows networking component ASP.NET version 2.0 Microsoft Management Console (MMC) 3.0 Microsoft Windows PowerShell LAN Drivers Update for Windows x64 (KB898060)

5.3 Domain Requirements Domain Name System (DNS) is configured correctly in your Active Directory forest.

For all domains in the Active Directory forest where you will install Exchange 2007 or that will host Exchange 2007 recipients, the Active Directory domain functional level must be Windows 2000 Server native or higher.

Domain functional level to be Windows 2000 native mode or higher Schema master & global catalog should run windows server 2003 sp1 or higher Exchange server mode to be set as native mode in co-existence scenario

5.4 Permission Requirements

Exchange installations; require certain administrative rights in order to install an Exchange 2007 server. The following is a list of required permissions required to install an Exchange 2007 server into a new or existing organization.

Local Administrator on the server Enterprise Administrator Domain Administrator Schema Administrator (only required for first install to extend the Schema)

6 DeploymentStep 1: Install & Configure Lotus Domino ServerStep 2: Install Exchange 2007 & configure the server (Secured OWA, Outlook Anywhere, Auto discover) Step 3: Install Transporter Suite.Step 4: Configure Connector Settings & prepare co-existence.Step 5: Move User from Lotus to AD & migrate mailbox dataStep 6:



Author: Vinod Dadhe

6.1 Install Exchange 2007 Server

6.1.1 Preparing Active Directory1. Prepare Schema

This command will prepare the schema, and the account to run this command must be a member of the Schema Admins group as well as the Exchange Admins group.

Setup.com /PrepareSchema

Note: This command must also be run in the domain that contains the forests Schema Master, and again, should wait for the changes to replicate throughout AD before continuing. Replmon, from the Support Tools, is a great tool which can use to determine when the changes have been replicated.

2. Prepare Active Directory This command that you need to run preps the current domain, adds the Exchange Universal Security Groups and configures the Exchange objects with AD. The command

Setup.com /PrepareAD



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Figure 3: Prepare AD

6.1.2 Install Exchange 20071. Insert the CD and run Setup.exe from the root of the disc. 2. The Welcome screen will appear and you will see right away if you have the required

software prerequisites. Figure 1 shows that the .NET Framework 2.0 is installed (it is grayed out) and MMC 3.0 is also installed but Microsoft Shell (MSH) is missing. If you are missing either of these components, you can simply click on the item to install it.

3. Once the install wizard starts accept the EULA. Next you have the option of enabling Error Reporting, make your choice and then click next. You will be given two install choices; Typical and Custom .The typical install will install all the roles with the exception of the Edge Transport role.



Author: Vinod Dadhe

4. Choose the custom option and click next you will be given a number of selections and you can choose which role, or roles, to install. You can also select to install Active or Passive Mailbox server clusters, or just install the Management Console. Select Mailbox Role, Client Access Role, Bridgehead Role. Click next to proceed.

5. Before continue, you will have to provide the name of the Exchange Organization and be asked if any computers running versions of Outlook 2003 or earlier. This option will create Public Folders if you select yes, but choosing no will not create any Public folders.



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6. The installation will now run a set of pre-checks to determine if the domain and server are ready to accept an Exchange 2007 server. Following shows an example of some common errors if IIS is missing, or if the domain is not at the required functional level (notice the Install button is grayed out).

7. When all of the Readiness Checks pass, the Install button will appear and you can press it to start the installation



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8. Watch the install progress and depending on the roles installed it can take a while. Once complete, click Finish and you are ready to begin configuring your Exchange 2007 server



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6.2 Demonstrate Secured OWA, Autodiscover & Outlook Anywhere

6.2.1 Configure Secured OWA

6.2.2 Configure AutoDiscover

6.2.3 Configure Outlook Anywhere



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6.3 Install Lotus Domino Server1. Insert the Lotus Domino Server CD or run the setup programme from installation

folder. Click Next to continue.

2. Accept the license & click next.



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3. Select the default location & click next to continue

4. Select the default location for domino data directory & click next to continue



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5. Select Enterprise Server & click next to continue.

6. Check the summary of installation & click next to finish the installation.



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6.4 Configure the Lotus Domino Server1. Double click on Lotus Domino Server icon & start configuration. Click next.

2. Select setup the first server or stand-alone-server option & click next.



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3. Type the name of the server & title & click next.

4. Type the domino organization name & certifier password. This password is required during user creation & other settings.



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5. Type the domino domain name & click next.

6. Type lotus administrator name & password. (Very important keep a note of it)



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7. Select default selected services as shown below & click next.

8. Click Next to continue



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9. Select default option shown below & click next.

10. Check the summary & click Setup to finish the configuration.



Author: Vinod Dadhe

6.5 Install Transporter Suite.Prerequisite: Install Configure Lotus Notes Client on exchange 2007 Server where we are going to install Transporter Suite. The configured lotus notes client user id must have reader or higher access in domino directory access control list. (We have used domino administrator id in the lab).

The process of installing the transporter suite is as follows:

1. Download the transporter suite from this location. Note that there are two versions of the file, namely transporter.msi for 64-bit systems and transporter32.msi for 32-bit systems.

2. On the Exchange 2007 server, run the relevant MSI installer and go through the opening welcome screen followed by the license agreement screen.

3. At the Select Components and Install Location screen, ensure that the Microsoft Transporter Tools option is selected for installation but that the Free Busy Connector Add-In Task for Lotus Domino is not as shown below

4. Finally at the Ready to install screen, click Install.

6.6 Configure Connector Settings & prepare co-existence.

To prepare co-existence following things should work

1. Users from both the email systems (lotus & exchange 2007) should be able to send & receive email from each other.

2. Users from both the email systems should be able to lookup the users in their address book.



Author: Vinod Dadhe

3. Users from both the email systems should be able to lookup the free/busy information.

6.6.1 Create the directory connector1. With the management console open, select the Connect option from the console tree. 2. Either right-click the Connect option and choose Create Directory Connector… from

the context menu, or choose the same named option from the Action pane. 3. You will now be at the Create Directory Connector wizard introduction screen. Click

Next here and then click Create at the Progress screen. Click Finish to exit the wizard.

6.6.2 Configure the directory connector

1. Highlight the Directory Connector that was created, right-click it and choose Properties from the context menu.

2. The properties of the Directory Connector are displayed and you will see four tabs to be configured. The General tab has various settings that are configured as follows.

1. Sync Schedule. This is a drop-down selection box that has pre-defined options ranging from 15 minutes to 24 hours, as well as a 'never' option which is the default.

2. Global Catalog. This is the global catalog server that will be used for the Active Directory reference when performing directory synchronization. Click the Browse: button and choose the relevant global catalog server.

3. Domino Server. This is the name of the Domino server that to connect to for directory synchronization purposes. This is DOMINO/LABMAIL.

4. Notes Password. This is Notes ID password for the account that is configured on the Notes client installed on the server containing the Transporter Suite. we have used Domino administrator account.



Author: Vinod Dadhe

3. The Sync to Active Directory tab controls which Domino directories are synchronized into Exchange. The specific options to configure are:

1. Source Domino Directory. To complete this configuration, click the Add button which presents the New Source Domino Directory Entry window. The fields in this window are configured as follows:

1. In the Domino Directory field, we enter names.nsf which is the default Domino Directory that contains Labmail users. These are the users that are required to be synchronized into Active Directory.

2. In the Domain Name field, type “labmail”

3. In the SMTP Domain field, type “lab.com”

2. Target Active Directory. This option is used to choose the target OU that will be used to store the mail-enabled contacts that represent the Domino users.



Author: Vinod Dadhe

3. The Sync to Domino tab is used to configure directory synchronization from Exchange to Domino. The specific options to configure are:

1. Source Organizational Units. Choose the OUs in Active Directory that contain the Exchange users, groups or contacts that we wish to synchronize into Domino

2. Target Domino Directory Names and Addresses (NSF) File. This field is used to select the name of the Domino Directory that will receive the Exchange users, groups and contacts configured in the previous step. By default, this is set to names.nsf

3. Routable Exchange Domains. Here we configure Exchange SMTP domain name of lab.com as a routable Exchange domain.



Author: Vinod Dadhe

4. The final tab to configure is the advanced tab. Note the options to choose whether to synchronize groups and contacts. You can also choose a list of Domino groups that you do not want to synchronize into Active Directory.

5. The configuration of the Directory Connector is now finished. Just click OK to return to the main transporter suite window.

6.6.3 Create & Configure Exchange Receive connector

1. Create a new remote domain. Set the organizational parameter to Exchange rich-text format-Never use for e-mail that routes to Domino as shown below.



Author: Vinod Dadhe

2. Create a new Receive Connector for mail routing from a Lotus Domino server, which routes all mail from the Lotus Domino domain via SMTP.

3. When prompted to select the intended use for this Receive Connector, leave the default setting of Custom.

4. On the Local Network settings page, accept the defaults (all available).5. On the Remote Network settings page, delete the default entry (all available)

and click Add. Enter the IP address for the Lotus Domino server that will route mail to Exchange via SMTP.



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6. Set the permissions tab as shown below.



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6.6.4 Create & Configure Exchange Send connector

1. Create a new Send Connector to route mail to a Lotus Domino server. 2. When prompted to select the intended use for this Send Connector, accept

the default setting Custom.3. When prompted to specify an Address Space “ * ”, add the SMTP domain that

is used for the Domino users and servers as shown below.

4. On the Network settings page, use route mail through smart host option & add the smart host IP as Lotus domino server IP address (10.172.42.75) as shown below.



Author: Vinod Dadhe

6.6.5 Create & Configure Free/Busy Connector Note: Free/busy lookups don't work against Lotus Domino server when it is started as an application. Start the Lotus Domino server as a service to use the Free/Busy Connector.

1. Create Foreign Domain Document on lotus domino Servera. Select File from the menu bar, and then click Database and Open. b. In the Server drop-down box, select the Lotus Domino server that is running

excalcon.exe.c. In the Database drop-down box, select the Domino Directory (filename =

names.nsf), and then click Open.d. Select Configuration, select Messaging, and then select Domains from the list

of views on the left-hand side of the screen.



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e. Click Add Domain.f. On the Basics tab, type in the Foreign Domain name Exchange.

g. Switch to the Mail Information tab.h. In the Gateway server name field, enter the hierarchical name of the Lotus

Domino server (lotus70/labmail) i. Enter mail.box in the Gateway mail file name field.j. Switch to the Calendar Information tab.k. The Calendar server name field should contain the hierarchical name of the

Lotus Domino server (lotus70/labmail) that is running excalcon.exe. l. Enter a name for the foreign calendar system in the Calendar system field.



Author: Vinod Dadhe

m. Click Save & Close.

2. Install & Configure Domino for a Free/Busy Connectora. Start the Transporter installation file (transporter.msi or transporter32.msi).

b. Click next at the introduction and accept the License Agreement.

c. When prompted for the components to install, clear the Microsoft Transporter Tools option and select Free Busy Connector Add-In Task for Lotus Domino to install this feature on a Lotus Domino server.

d. Modify the Lotus Domino server's NOTES.INI file's ServerTasks= line. Append: ,excalcon <Exchangeserver fully qualified hostname> <CalendarSystem> to the ServerTasks= line. This ensures that excalcon is loaded whenever the Lotus Domino server starts. <CalendarSystem> is the value you entered in the Domino Directory Foreign Domain document's Calendar system field. A Foreign Domain Document named "Exchange" should have a CalendarSystem Name that does not match, such as "ExchFB". This is to prevent possible routing issues.

e. At the Domino server console, type: load excalcon <Exchangeserver fully qualified hostname> <CalendarSystem>

e.g. load excalcon exch2007.lab.com ExchFreeBusy 0This command loads excalcon without restarting the server.

3. Install & Configure Exchange Servers for a Free/Busy Connectora. Start the Transporter installation file (transporter.msi).

b. Click next at the introduction and accept the License Agreement. At the Setup Location screen, click Microsoft Transporter Tools and then select Entire feature will be unavailable. Click next, and then click Install.

c. Install the Exchange MAPI Client CDO 1.2.1 package from the Microsoft Download Center. (http://go.microsoft.com/fwlink/?linkid=68174)

d. In the Exchange Management Shell, create a public folder on the Exchange Server 2007 server by using the following cmdlet: (perform this step if you do not have public folder)

New-PublicFolderDatabase

Enter a name for the public folder (for example: CalendarPF), and then press ENTER.Enter the storage group name (for example: First Storage Group) and then press ENTER

e. Use Exchange Management Console & Mount the new created public folder.



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f. Use Exchange Management Shell & run the following command

Add-AvailabilityAddressSpace

Provide the ForestName and AccessMethod parameters. ForestName is the SMTP domain associated with the Domino users e-mail addresses. AccessMethod should be publicfolder. For e.g. smtp domain : lab.com, AccessMethod : publicfolder

g. Launch the Transporter Management Console.

h. Click Create Free/Busy Connector.

i. No information is required to create a Free/Busy Connector, so click Next and then click Create.

j. Select the Free/Busy Connector & click on Properties

k. Enter or select the following information on the General tab:

Schedule Select how often to query Active Directory directory service to locate users who should be added to the Free/Busy public folder.

Days of Free/Busy information Identify how many days of information will be retrieved.

Maintain information in cache (seconds) Select how often the user's Free/Busy information should be updated on the Exchange server. If a user's schedule is requested and this value is set to 900 seconds (15 minutes), any additional requests for that user's schedule within the next 15 minutes will be retrieved from the cache.

Timeout (seconds) Identify how long the Exchange server should wait before timing out when trying to connect to the Lotus Domino Free/Busy server

Domino server running the Excalcon.exe task Type the hierarchical Lotus Domino server name (Example: Server01/Contoso) for the server running the Excalcon.exe task.

Notes Password Type the Notes ID password for the local Lotus Notes client.

Confirm Password Confirm the Lotus Notes ID password.

l. Click Apply to save these changes.

m. Switch to the Advanced tab.

n. Click Add, and then type the name of the SMTP domain associated with the Domino user's e-mail addresses. Click OK to save changes.

o. Click OK.



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6.6.6 Set MIME Settings & Host file.

1. Verify that the configuration document for the server(s) that will route mail to Exchange has the Message content field set to from Notes to Plain Text and HTML, which is not the default setting. This field is under the MIME/Outbound Conversion Options tab.

2. Add the host entry for the labmail.com domain in the lotus domino server

172.17.42.76 labmail.com172.17.42.76 exch2007



Author: Vinod Dadhe

6.7 Move User from Lotus to AD & migrate mailbox data

This section explains how to use the Transporter Management Console to migrate users from a Lotus Domino Directory to Active Directory service. This process updates existing Active Directory accounts and creates new Active Directory accounts if necessary. we can create Microsoft Exchange mailboxes for the migrated users during this process, or when the user's mail is migrated.

Pre-requisite Notes:

1. Create an import organizational unit (OU) container in Active Directory for the Domino users that are added during user migration.

2. Install a Lotus Notes 6.x or 7.x client on a server that is running Microsoft Exchange Server 2007. The client must have a user ID that is listed in the Domino Directory's Access Control List with Reader or higher access.

3. Verify that the Lotus Notes client can access the Domino Directory (names.nsf) on the Lotus Domino server identified as the Domino Directory server.

4. To perform these procedures, the account you use must be delegated the following:

a. Exchange Recipient Administrator roleb. Account Operator role for applicable Active Directory containers

6.7.1 Migrate user from Lotus to Active Directory with mailbox content.

1. In the Transporter Management Console, Select User & click Migrate selected user as shown below.

2. You will be prompted to Enter Domino Credential. Type the password associated with the local Lotus Notes client, and then click OK.

3. After you review the Introduction screen, click next.4. Click Browse to select the organizational unit (OU) where the new accounts will be

created. Type a default password for the new Active Directory accounts. Click Next.



Author: Vinod Dadhe

5. Select Create mailbox and then use the drop-down boxes to select the server that is running Exchange 2007 and the mailbox database where the new mailboxes will be created. Click Next. Finally click on Migrate.


Lab-Lotus Note to Exchange 2007 Migration

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