Outlook Inotes

7/30/2019 Outlook Inotes

1/52

Redpaper

ibm.com/redbooks

iNotes Access for Microsoft

Outlook on Domino for iSeriesA Migration Guide

Jim Ahre

Sunil Gola

Jelan HeidelbeMarian OShaughnes

Emilio J Pene

Kurtis Ru

Francine Wien

Considerations for migrating MicrosoftExchange to Domino on iSeries

Benefits of migrating to Domino

and the iSeries server

Implementing Lotus iNotes

Access for Microsoft Outlook

Front cover
http://www.redbooks.ibm.com/http://www.redbooks.ibm.com/http://www.redbooks.ibm.com/http://www.redbooks.ibm.com/


2/52


3/52

International Technical Support Organization

iNotes Access for Microsoft Outlook on Dominofor iSeries: A Migration Guide

June 2001


4/52

Copyright International Business Machines Corporation 2001. All rights reserved.

Note to U.S Government Users - Documentation related to restricted rights - Use, duplication or disclosure is subject to restrictions set

forth in GSA ADP Schedule Contract with IBM Corp.

First Edition (June 2001)

This edition applies to Release 5.0.5 or later of the Lotus Notes Clients, and Release 5.06a or later of Dominoon iSeries for use with OS/400 Version 4 Release 5 and later.

This document created or updated on June 27, 2001.

Comments may be addressed to:IBM Corporation, International Technical Support OrganizationDept. JLU Building 107-23605 Highway 52NRochester, Minnesota 55901-7829

When you send information to IBM, you grant IBM a non-exclusive right to use or distribute the information inany way it believes appropriate without incurring any obligation to you.

Take Note! Before using this information and the product it supports, be sure to read the general

information in Special notices on page 41.


5/52

Copyright IBM Corp. 2001

iii

Contents

Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .v

The team that wrote this Redpaper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .v

Special notice. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi

IBM trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi

Comments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Chapter 1. Executive summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

1.1 Background . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

1.2 The benefits of migrating to Domino and the iSeries server . . . . . . . . . . . . . . . . . . . . . . 2

1.2.1 Reduced costs through server consolidation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

1.2.2 Enhanced user productivity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

1.2.3 Simplified growth. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

1.2.4 Flexibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51.2.5 Positioning for the future . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

1.3 Determining your migration strategy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

1.4 The migration process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

1.4.1 Preparing and setting up for migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

1.4.2 Migrating Exchange users: Administrator tasks . . . . . . . . . . . . . . . . . . . . . . . . . . 13

1.4.3 Notifying users to perform migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

1.4.4 Migrating from Exchange to Domino: User tasks . . . . . . . . . . . . . . . . . . . . . . . . . 19

Appendix A. Differences and limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Setup considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Microsoft Outlook features that are not available . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Lotus Notes client features that are not available . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Other differences and considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Previous Domino Outlook offerings versus New iNotes access for Microsoft Outlook . . . . 31

Appendix B. Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Reversing the migration or installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Reversing migration or installation on the Domino server. . . . . . . . . . . . . . . . . . . . . . . . 34

Reversing migration or installation on the client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Making Microsoft Outlook the default mail client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Appendix C. Binary Trees Common Migration Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Appendix D. Co-existence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Domino Directory Assistance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Microsoft Connector for Lotus Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Setting SMTP relay host . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Special notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41


6/52

iv iNotes Access for Microsoft Outlook on Domino for iSeries: A Migration Guide


7/52


v

Preface

This Redpaper describes the process of migrating your underlying infrastructure to Lotus

Domino running on an IBM~iSeries server without disrupting the Microsoft Outlookinterface with which your users are familiar.

Some background and an examination of the benefits of making this transition are provided

first. You are then introduced to a high-level view of the migration process, followed by

step-by-step instructions. This information should help you feel comfortable and confident

with the process while presenting some of the exciting end results that youll achieve for your

organization when the migration is complete.

The team that wrote this Redpaper

This Redpaper was produced by a team of specialists from around the world.

Jim Ahrens is a CDI Consultant on the PartnerWorld for Developers, iSeries Technical

Support Team working in Rochester, MN. He is a Principal Certified Lotus Professional in

Application Development for R4 and R5. He is a Certified Lotus Professional in System

Administration for R5. Overall, he has nine years of experience in the IT industry and five

years experience working with Lotus Notes and Domino on various platforms. He has a

bachelor of science degree in Computer Science.

Sunil Golani is a Senior Networking Specialist at Ontrack Solutions, India. Ontrack Solutions

is an IBM and Lotus Business Partner. He has over four years of experience in the field of

Enterprise networking and messaging. His areas of expertise include design and

implementation of complex networking solutions spanning wide geographies, including

Enterprise messaging. He has worked extensively with Microsoft Exchange and Lotus

Domino products in his endeavors. He also specializes in Internet security solutions and hasacquired professional certifications on the same.

Jelan Heidelberg recently became Worldwide IBM~ segment manager for

collaboration after being part of the Domino for iSeries worldwide marketing team for three

years. Before her marketing assignment, Jelan worked for the Rochester development lab.

She was part of the development team that launched Domino for AS/400, with responsibility

for documentation. She also authored several other Rochester publications, including

documentation on CISC-RISC upgrades, backup and recovery, and security. She is a frequent

speaker at conferences and customer events.

Marian OShaughnessy is an Advisory Programmer in the iSeries Custom Technology

Center at IBM in Rochester, MN. She has worked in the iSeries laboratory for 25 years and

has been specializing in e-business technology for six years. She holds a degree inmathematics from St. Leo University. Her areas of expertise include Websphere Commerce

Suite, Domino, and e-mail technologies. She has written extensively on iSeries wireless WAN

communications, JavaScript, and HTML.


8/52

vi iNotes Access for Microsoft Outlook on Domino for iSeries: A Migration Guide

Emilio J Penedo is a Certified Lotus Professional in System Administration R5, an IBM

Certified Specialist on AIX V4.3 System Support, and a Certified Specialist on Domino for

RS/6000 working as a Lotus consultant for Marketing Advanced Computer, a Premier IBM

Business Partner and an Advanced Lotus Business Partner in Mexico. He has 10 years

experience working as an IBM Mainframe and Midrange System Engineer and as Segment

Manager for Network Computing, focusing in Workgroup, Internet, Business Intelligence

Solutions, and CRM solutions areas.

Kurtis Ruby is an Advisory Programmer in the iSeries Custom Technology Center at IBM in

Rochester, MN. He has 18 years of experience with IBM and for the past four years he has

been working on developing applications with Lotus Domino. He holds a bachelors degree in

mathematics from Iowa State University. His areas of expertise include iSeries Domino

database integration, Domino performance, and Domino Java interface technologies. He has

written extensively on Lotus Domino for AS/400.

Francine Wiener works as a certified pre-sales Domino for AS/400 IT specialist for the IBM

Enterprise Server Group in Belgium and Luxembourg. She has more than 20 years

experience in office and groupware solutions on several IBM platforms and was a member of

the International MidRange and Office Competence Center (MIDOCC). She also participated

in the AS/400 pre-announcement residencies in Rochester in 1988. In 2000, she contributed

to the Domino for AS/400 Problem Determination Guide, developed the Domino for AS/400

ITSO sizing lab and presentation, and prepared the ITSO Domino for AS/400 Performance

presentation.

Special notice

This publication is intended to help system administrators and technical specialists

understand how to migrate from Microsoft Exchange servers to Domino on iSeries. It also

explains how to install and configure Lotus iNotes Access for Microsoft Outlook on Microsoft

Outlook 98/200/2002 clients to allow administrators to access the Domino on iSeries server.

IBM trademarks

The following terms are trademarks of the International Business Machines Corporation in the

United States and/or other countries:

e (logo)

IBM

Redbooks

Redbooks Logo

AS/400 AS/400e

AT Current

OS/400 SP

SP1 WebSphere

400 Lotus

Lotus Notes Lotus Organizer

Domino iNotes

Lotus iNotes Lotus QuickPlace

Notes QuickPlace


9/52

Preface

vii

Comments welcome

Your comments are important to us!

We want our Redpapers to be as helpful as possible. Send us your comments about this

Redpaper or other Redbooks in one of the following ways:

Use the online Contact us review Redbook form found at:ibm.com/redbooks

Send your comments in an Internet note to:

[email protected]

Mail your comments to the address on page ii.
http://www.redbooks.ibm.com/http://www.redbooks.ibm.com/contacts.htmlhttp://www.redbooks.ibm.com/contacts.htmlhttp://www.redbooks.ibm.com/http://www.redbooks.ibm.com/


10/52

viii iNotes Access for Microsoft Outlook on Domino for iSeries: A Migration Guide


11/52


1

Chapter 1. Executive summary

For a growing number of companies, personal information management (PIM) software is no

longer simply personal. As peoples assets become increasingly important, businesses

recognize the strategic value of tools like PIM software on the desktop and how they can help

leverage this valuable people asset. Companies are choosing to standardize by using specific

PIM software, such as Microsoft Outlook or Lotus Domino, for several reasons. Primarily,

standardization reduces costs, including training and end-user support costs and costs

associated with maintaining the desktop. Equally as important, standardization enables users

to collaborate and work more effectively.

In addition to standardizing desktop software as much as possible, many companies are also

examining the IT infrastructure that supports their desktops. These companies are seeking a

more streamlined and enterprise-ready environment that provides improved availability,

requires less administrative support, and grows with less effort.

The two worthy objectives of desktop standardization and a more robust infrastructure

present companies with a dilemma. The popular and logical choice for the desktop for many

companies (Microsoft Outlook) brings with it an infrastructure that does not necessarily meet

the needs of the enterprise. There is little mystery why the availability of iNotes Access for

Microsoft Outlook on Domino for iSeries was greeted with an almost audible sigh of relief

around the world. Although the name is long, the message is short: You no longer have to

choose between the preferences of your end users and an optimal infrastructure (you can

have the best of both worlds).

1


12/52

2 iNotes Access for Microsoft Outlook on Domino for iSeries: A Migration Guide

1.1 Background

Before exploring the why and how of migrating to Domino for iSeries, this section defines

what it is youre migrating to and from.

PIM software, such as Microsoft Outlook and Lotus Notes, has both an individual focus and a

group or company-wide focus. Microsoft Outlook, for example, enhances individualproductivity and effectiveness by providing an interface for organizing time and information. It

enhances groupproductivity by enabling communications (for example, e-mail), coordination

(for example, calendaring and scheduling), and information sharing. These group functions

require server software that enables communication among the PIM users. For Microsoft

Outlook, the server function is provided by Microsoft Exchange. For Lotus Notes, the server is

Lotus Domino.

The role of iNotes Access for Microsoft Outlook is simply to keep the end-user experience

(Microsoft Outlook) in place while replacing the server with Lotus Domino rather than

Microsoft Exchange. For each user with a Microsoft Outlook client, iNotes provides simple

plug-in technology (lightweight and virtually transparent to the user) that maps server

requests to a Lotus Domino format. In non-technical terms, Microsoft Outlook software

assumes that its talking to a Microsoft Exchange server. The iNotes plug-in intercepts theconversation between the client and server and translates to and from the Lotus Domino

format.

Why this occurs, and the benefit of substituting Lotus Domino servers (and iSeries servers) in

place of Microsoft Exchange servers, is explained in the following sections.

1.2 The benefits of migrating to Domino and the iSeries server

Migrating to an infrastructure provided by Lotus Domino for iSeries offers the following

potential benefits over your current environment:

Reduced costs through server consolidation

Enhanced user productivity through additional server abilities and improved availability

Simplified growth through improved scalability

Flexibility to support a mixed environment through platform independence and adherence

to industry standards

Better positioning for the future

These points are examined in more detail in the following sections.

1.2.1 Reduced costs through server consolidation

Economies of scaleis a concept that every business executive understands. It applies equallyto IT infrastructures and other business areas. In general, its easier and less expensive to

manage one large server than it is to manage fifty (or two hundred) smaller servers that are

networked together. When you consolidate servers, you purchase and maintain a single copy

of each type of server software, including Domino, communications, Web serving, database,

etc. You can make changes and upgrades in one area, troubleshoot one server, eliminate

large portions of your internal server-to-server network, and so on.


13/52


3

Microsoft Exchange server software requires a Microsoft operating system, such as Windows

NT or Windows 2000. The operating system, in turn, requires Intel x86-based server

hardware. Surveys indicate that the average number of users per Exchange Server is 100 to

600. It is estimated that 40% of Microsoft Exchange customers have more than five Windows

NT servers (many have hundreds).

Lotus Domino, on the other hand, runs on 10 major operating systems that can run on a

variety of hardware platforms. This provides flexibility and choice while providing you the

option to choose an enterprise-class operating system and hardware platform for your

infrastructure.

The iSeries server and its AS/400 predecessor have achieved notable success as an

enterprise-class server for Domino. Many companies running Domino today on an iSeries or

AS/400 server have over 5,000 users on a single hardware server. On the iSeries and AS/400

servers, companies can grow their Domino workload more than 90 times over with the same

operating system and the same skills. Using a combination of advanced scalable technology

and architectural advantages when running Domino, the iSeries server achieved a

Notesbench audit of 100,500 mail and calendaring users in April 2001. By connecting

Microsoft Outlook clients to a Lotus Domino for iSeries server, companies have the potential

to achieve these same scalability benefits.

On the iSeries server, bigger and more scalable does not necessarily mean more complex. In

fact, just the opposite can be said. With the iSeries server and its OS/400 operating system,

the abilities required by an administrator are built-in, integrated, and consistent.

Operations Navigator, provided at no additional charge with OS/400, provides a familiar

Win32 graphical interface for server administration. Self-diagnostics and automatic error

recovery avert many problems before administrator involvement. Sophisticated and

easy-to-use diagnostic tools reduce the effort required for solving problems that require

intervention. These characteristics, and others, translate into less money spent paying people

to manage servers. This, in turn, frees their time to help users, deploy new applications, and

deliver real value to the business.

The iSeries and AS/400 servers deliver a list of values that add up to a big advantage in theTotal Cost of Ownership (TCO) compared to a PC LAN implementation of Domino. IDC, a

well-known consulting firm, conducted a major TCO in late 1998. The results showed a 32%

TCO advantage for the AS/400 system over five years, based primarily on the significant

differences in unscheduled downtime and in administrative costs. In January 2000, IDC

updated the study for the IBM AS/400e Dedicated Server for Domino, smaller user

populations, and a shorter time frame. The results were even more impressive, showing the

DSD cost advantage ranging from 43% to 51% over three years.

1.2.2 Enhanced user productivity

Migrating to a Domino for iSeries infrastructure can enhance your user productivity in two key

ways: Improved availability

Access to new functions

Improved availabilityThe AS/400 (now iSeries) server has achieved an outstanding reputation for reliability and

availability. Reliability means more than simply hardware that keeps running. In this case,

reliability refers to an operating system that is designed to run continually and to handle

problems without requiring a restart of the entire system. To the end user, reliability means

applicationsthat are always available. The unique subsystem architecture of the iSeries


14/52


server provides exceptional availability for Domino applications. Each partitioned Domino

server (such as the server that supports 1,000 or 2,000 of your Microsoft Outlook users) is

given its own isolated environment (called a subsystem) on the iSeries server. Events or

problems in one subsystem dont affect the users in another subsystem. If a problem occurs,

OS/400 automatically stops and restarts a Domino server (safely and quickly) without

affecting other server activity.

Viruses are a potential threat to your server availability. The object-oriented design of the

iSeries server helps protect from this type of attack because it prohibits a program from

masquerading as a file. Domino also has enhanced security features that make it virus

resistant.

Access to new functionsLotus Domino provides the majority of messaging, calendar, and access to PIM functions that

Microsoft Outlook users currently perform. Users enjoy support for familiar features, such as

rich text, folders, free/busy time search, directory lookups, and integration with Microsoft

Office. Domino can enhance user work environments with features like full-text search,

improved client password security, and, most importantly, the ability to work offline.

Domino Off-Line Services (DOLS) enhances the productivity of mobile users by making iteasy for users to switch between working in connected and disconnected modes. While

offline, Outlook users can work with their mail, respond to calendar invitations, create new

memos, and much more. With the help of Lotus iNotes Sync Manager, when the users

reconnect to the Domino server, they can synchronize their changes as easily as clicking the

Send/Receive button in Outlook.

A Lotus Domino environment also opens the door for a wealth of collaborative applications

built on a Domino base, including Lotus QuickPlace, customer relationship management,

sales force automation, human resources, and more. Additionally, with the scalability and

subsystem architecture of the iSeries server, you can run these applications on the same

physical server that supports your Microsoft Outlook clients for messaging (depending on

your overall capacity requirements).

Note: Appendix A, Differences and limitations on page 27, provides a full description of the

differences between Microsoft Outlook and iNotes.

1.2.3 Simplified growth

In your current environment, adding a large group of users or a new application likely requires

adding one or more new (physical) servers. With Domino for iSeries, you may need to

configure a new partitioned Domino server to handle the new work, which an administrator

can accomplish in a few minutes. An additional physical server is rarely required.

When more capacity is required to handle more work, the iSeries server can support

additional memory, disk capacity, and processor capacity. Because resources are shared, all

users benefit from this growth. During large installations, when growth reaches certainlimitations, an upgrade to a different iSeries server, or the addition of a second one, may be

required.

From a business perspective, Domino for iSeries, with its scalability and seamless growth,

makes it easier to expand a business without determining whether the infrastructure can

handle it.


15/52


5

1.2.4 Flexibility

Many companies today have a heterogeneous environment that includes a mixture of

different hardware platforms and operating systems. This is either by choice or a result of

mergers and acquisitions. Because Lotus Domino runs on a variety of platforms, you can

standardize your user interface (for example, Microsoft Outlook) and your messaging

infrastructure (Lotus Domino) without requiring migration to a single operating system

environment.

To achieve this flexibility, Lotus has a tradition of operating-system independence. Using

Lotus Domino as your infrastructure, you generally wont experience a tight linkage between a

particular release of an operating system and a particular release of Domino. In practice, this

usually means that operating system upgrades and Domino upgrades can occur

independently (youre not forced to upgrade one because of an upgrade to the other). You are

also not forced to upgrade your desktop operating system to take advantage of new Domino

server capabilities.

Platform independence is just one example of the Lotus commitment to excellence in a

heterogeneous world. Adhering to industry standards, particularly Internet standards, is

another example. Increasingly, collaboration spans organizations, which requires a full-fidelity

exchange of information (preserving both content and rich formatting). Domino supports thisthrough native support for Internet standards, such as SMTP/MIME and HTML.

1.2.5 Positioning for the future

So far, this Redpaper has discussed several important reasons why migrating to a Domino for

iSeries infrastructure is a good decision. Most notably, such a migration reduces overall costs

and improves user productivity. Perhaps more important, however, are the potential future

benefits that a Domino for iSeries infrastructure may deliver to organizations. These future

potential benefits include:

Simplified growth that allows you to respond to business opportunities with the added

confidence that your infrastructure can easily grow with you

Flexibility so that youre not tied exclusively to a particular hardware and operating system

environment

Enhanced collaboration and application capabilities far beyond messaging and

calendaring/scheduling

In todays rapidly changing business landscape, confidence is increased with a robust,

flexible, adaptable, and easily expandable infrastructure.

1.3 Determining your migration strategy

This section discusses three different strategies for migrating users from one messaging

infrastructure to another. You may choose one of these or a combination:

Fresh Start

Single Step

Coexistence


16/52


Fresh Start methodThis is the simplest method. The administrator creates a new ID and password within Domino.

The Microsoft Outlook user begins using a new Microsoft Outlook Profile Name without

existing mail and calendar data while continuing to use the old Profile Name for retrieving old

mail and calendar items. Eventually, this old profile becomes more archival data and is rarely

used.

The advantages of this method are:

No disruption in the current user environment

No loss of data

Minimal user frustration

Less work for the administrator because the client's Microsoft Outlook data is not moved

The disadvantage is that the user must move between two Microsoft Outlook profiles

whenever the old mail and calendar data is required. For a more detailed description of this

method, see the Lotus whitepaper on the Web at:

http://www.lotus.com/home.nsf/welcome/inotes

Select iNotes Access for Microsoft Outlook. On the right, locate and select the

Administration Whitepaper.

Single Step methodThe Single Step method involves a one time migration of all users without a transitional

coexistence period. All users move at the same time and the Exchange servers are simply

replaced by Domino on iSeries. This scenario does not require gateways to interconnect

Microsoft Exchange and Lotus Domino.

Consider the single step migration process when an organization meets the following criteria:

Limited number of e-mail users (less than 100) on a single server

Migration tools are available for use in the conversion of user mailboxes to Lotus Domino

The migration process can be performed in a short time frame

The organization has a simple mail topology consisting of a couple of Exchange mail

servers that need to be consolidated onto a single Domino for iSeries server

In general, if the organization meets these conditions, it can use the single step migration

process effectively. This Redpaper covers the Single Step process in detail.

Coexistence methodThe Coexistence method is more complex. This is because it involves staging the migration of

users and coexistence of the old Microsoft Exchange servers and the new Lotus Domino

server for a period of time. The coexistence period can vary from a few weeks to a couple of

months. During this coexistence period, gateways or connectors should be used to provide

message transfer between the two environments.

Organizations that meet the following criteria require mid-term coexistence planning, such as:

A large number of users in the Microsoft Exchange environment

An organizational unit in multiple locations where it would be difficult to migrate all

locations at the same time to Lotus Domino

An organization that has a complex Exchange topology with multiple sites, servers, and

gateways


17/52


7

This method requires the Exchange Connector for Lotus Notes provided by Microsoft. The

Coexistenceappendix in this guide lists considerations for this method. For a more detailed

description, consult Exchange Migration and iNotes Implementation on iSeries, SG24-6230,

which is available from the Redbook Web site at: http://www.redbooks.ibm.com

Logically, any combination of these methods is possible. You may have some departments in

which the users want to have two Microsoft Outlook profiles and other departments where

they prefer to use one time migration. If possible, you should avoid having both servers

coexist because such a setup adds greatly to the administrative complexity.

1.4 The migration process

The basic steps for migrating from the Microsoft Exchange server to Lotus Domino for iSeries

are:

1. Prepare and set up for the migration

2. Register users and migrating their data to Domino (administrator tasks)

3. Notify users of the migration and their role

4. Download iNotes software and connecting Microsoft Outlook to Domino (user tasks)

Figure 1-1 shows a diagram of this migration process.

Figure 1-1 The migration process

The following sections provide step-by-step instructions for each part of the migration

process.

Microsoft Exchange

Server Farm

2. Registration & Migration

Server A Server B

ServerC ServerD

Domino for iSeries

1. Preparation

Mail

Calendar

Contacts

Folders

WebWorkflow

3. Notification

4. URL Download

Microsoft OutlookiNotes Access forMicrosoft Outlook
http://www.redbooks.ibm.com/http://www.redbooks.ibm.com/


18/52


1.4.1 Preparing and setting up for migration

After you determine your migration strategy, start by performing the following setup and

configuration tasks:

1. Verify that hardware and software requirements are met.

2. Configure Domino on iSeries with Domino Off-Line Services (DOLS).

3. Set up your Administrative client system with IDs to both Exchange and Domino.

4. Customize the DOLS Security Policy Document.

Verifying hardware and software prerequisites

Note the following hardware and software requirements for migration:

Microsoft Outlook client workstation hardware requirements:

Pentium 133 Mhz or faster CPU

32 MB RAM

100 MB of disk space available

Microsoft Outlook client workstation software requirements:

Per migrated user: One iNotes for Microsoft Outlook CAL license

Per end user:

Workstation operating system: Windows 95, 98, 2000, or NT 4.0 with Service Pack

4

Microsoft Outlook 98, Microsoft Outlook 2000, or Microsoft Outlook 2002.

Note: Microsoft Outlook Express clients and Outlook 97 clients are notsupported

for iNotes access.

One of the following Web browsers:

Internet Explorer 4.0 SP1 or above

Netscape Browser 4.5 or above

iNotes Administrative workstation hardware requirements:

Pentium 350 Mhz or faster CPU

64 MB RAM or higher recommended

184 MB or more disk space available

iNotes Administrative workstation softwarerequirements:

Lotus Domino Administrator client, Release 5.0.5 or above.

Workstation operating system: Windows 95, 98, 2000, or NT 4.0 with Service Pack 4

Microsoft Outlook 98, Microsoft Outlook 2000, Microsoft Outlook 2002

One of the following Web browsers:

Internet Explorer 4.0 SP1 or above

Netscape Navigator 4.5 or above

For more information: The instructions that follow are by no means exhaustive

descriptions. For more detailed instructions and background, you should consult the IBM

Redbook site at: http://www.redbooks.ibm.com/

Specificallyt, for a more detailed description, consult Exchange Migration and iNotes

Implementation on iSeries, SG24-6230.


19/52


9

Microsoft Exchange 5.5 configuration requirements:

The Exchange environment should be running using the following software:

Microsoft Windows NT Server 4.0

Microsoft Windows NT Service Pack 6 (or latest SP)

Microsoft Exchange Server 5.5

Microsoft Exchange Server Service Pack 4.0

Microsoft Exchange Connector for Lotus Notes (only if coexistence is needed)

iSeries configuration software requirements:

OS/400 (5769-SS1) V4R4 or later: You must ensure that the latest Program

Temporary Fixes (PTFs) are installed. Note that:

A PTF is a program package that allows corrections to be applied to applications

and operating system functions installed on the iSeries server. A cumulative PTF

package (also called CUME tape) is a collection of important PTFs for OS/400

and other IBM licensed programs that are delivered to customers on request or on a

periodic basis.

For the latest information on the necessary PTFs for OS/400, or other iSeries

licensed programs, visit the Web site at:

http://www-1.ibm.com/servers/eserver/iseries/domino/

Click Support in the navigation frame on the left side of the page to read about

QMUs, QMRs and PTFs.

Domino for iSeries Release 5.0.5 or above: The choice of Domino for iSeries license

depends on the number of users and the potential for future needs:

Mail-only Server License: This is for accessing Mail and Calendar on a single

partition.

Application Server License: This is for accessing additional Web applications,

such as QuickPlace, on a single partition.

Enterprise Server License: This is needed for large Microsoft Exchange

environments that require the use of multiple partitioned Domino servers. Advanced Enterprise License: This is needed for large iSeries servers.

iSeries configuration hardware requirements:

The IBM Workload Estimator for iSeries is available online at:

http://www.as400service.ibm.com

This is an interactive Java-based tool used for sizing an iSeries or AS/400 server for a

mixed workload, including Domino, Notes Mail, Web Mail, and other types of Domino and

Web applications. Using the Estimator, you can experiment with different scenarios and

print the results for comparison. The Estimator is not a replacement for the advice of an

IBM representative or Business Partner who is experienced with Domino for iSeries. If you

are new to Domino, or you are not familiar with Domino sizing methodologies, it is strongly

recommended that you to seek expert assistance before selecting a final iSeries orAS/400 configuration.

At the time this guide was published, the IBM Workload Estimator for iSeries had not been

updated to include recommendations for iNotes Access for Microsoft Outlook clients. The

only recommendation when sizing an iSeries or AS/400 server for Notes Access for

Microsoft Outlook workload is to know that it is more than a typical Lotus Notes Client

e-mail client workload. This new Domino client workload will be added to the Workload

Estimator in the near future. Routinely check the Web site for updates.
http://www-1.ibm.com/servers/eserver/iseries/domino/http://www.as400service.ibm.com/http://www.as400service.ibm.com/http://www-1.ibm.com/servers/eserver/iseries/domino/


20/52


Configuring Domino on iSeries with DOLSThis guide assumes that you already have a Domino server configured on your iSeries server.

If you need assistance with this configuration, refer to Lotus Domino for AS/400 R5:

Implementation, SG24-5592. This book is available online at: http://www.redbooks.ibm.com/

When you configure the Domino for iSeries server, you must select Domino Off-Line Services

(DOLS). To check whether this option has been selected, perform the following tasks:1. Sign on to the iSeries server with a user profile that has, at a minimum, the *ALLOBJ and

*SECADM special authorities.

2. On the OS/400 command line, type WRKDOMSVR. Press Enter. The Work with Domino Server

display appears. The display shows details about a specific Domino server or all Domino

servers on an iSeries server.

3. On the display, locate the Domino server that you plan to use for your Microsoft Outlook

users. Type 2 (Change) next to the server.

4. On the Change Domino Server (CHGDOMSVR) display (Figure 1-2), press F10

(Additional Parameters).

5. Page down to set the Allow Domino Off Line Services parameter to *YES. Press Enter.

Figure 1-2 Change Domino Server command

6. From the Work with Domino Servers menu, you must stop and restart the Domino serverfor the changes to take effect. Perform the following steps:

a. Type 6 (stop) next to the server name. Press Enter.

b. Use option 5 or option 8 to check the shutdown status.

c. When the shutdown completes, use option 1 to restart the server.

d. Use option 5 or option 8 to check the console log. Scroll up to verify that the following

message appears:

Domino Off-Line Services HTTP extension (Release 1.03) loaded

Setting up your administrative client systemBefore you start the migration process, you must install the Domino Administration client and

the Microsoft Outlook client on the same workstation. From this workstation, the administrator

must:

Have Service Account Administrator authority to the Exchange site and server to which

they plan to migrate

Notconnect to multiple messaging services

Have access to the Domino Administrator ID file and password

Have access to the Domino Certifier ID file and password


21/52


11

To set up the client system, perform the following tasks:

1. Find the Exchange Service account administrator.

To find the user who has the Service account administrator role for an Exchange Site, and

for the Exchange Server, perform the following steps:

a. Launch the Exchange Administrator program and select the site.

b. Select File>Properties>Permissions to display the NT account with the Serviceaccount administrator role.

c. Select the name of the Exchange server to which you plan to migrate and check the

permissions for that server.

2. Install the Domino Administration client.

On your administrative workstation, install the Lotus Notes Domino Administrator client

along with the Exchange migration tools. You must perform a custom installation to install

the migration tools component. In this example setup, we performed the migration using

Lotus Notes Release 5.0.5. Perform the following steps:

a. Launch the Lotus Notes client installation program. Select the Domino Administrator

option and click Customize.

b. On the next window, select the Migration Tools option. Leave the other options at the

default settings. Highlight the Migration Tools option and click the Change button to

specify which migration tools to install.

c. Select only Exchange Migration Tools as shown in Figure 1-3.

Figure 1-3 Selecting Exchange Migration Tools

d. Click Continue and then click Next until the installation is complete.

e. Launch the Notes Client and complete the setup using the administrator Lotus Notes

ID file.

3. Set up your Microsoft Outlook client.

To verify that the mail profile within Microsoft Outlook points to the Exchange server and

that it is the administrator mail profile, perform the following steps:

a. Right-click the Microsoft Outlookshortcut on your desktop.

b. Select Microsoft Exchange Server and click Properties. The Microsoft Exchange

server field should contain the name of the Exchange server. The Mailbox field should

contain the name of the Exchange Administrator (Figure 1-4).


22/52


Figure 1-4 Microsoft Exchange Server fields

Customizing the DOLS Security Policy document

Before you install the first iNotes client on the Domino server, you must create a DOLSSecurity Policy document. This document determines how the Domino server generates ID

files during Microsoft Outlook user registration and migration. Perform the following steps:

1. Open a Domino Client session with the Domino Administrator user ID.

2. Select File>Database->Open.

3. Select your server.

4. Select the Off-line Services database (doladmin.nsf).

5. Click Open.

6. Click New Security Policy to create a policy document.

7. The default Security Domain appears as shown in Figure 1-5. This should not be

changed.

Figure 1-5 Lotus Notes Offline Security Policy

Three options are shown at the right of this display for handling the Domino user ID file.

Use NAB for ID lookupis most often used by Notes administrators because it does not

require distributing ID files. This is the option that is used in this Redpaper. However, the

more secure method is to select Prompt for ID during download.


23/52


13

1.4.2 Migrating Exchange users: Administrator tasks

Figure 1-6 Administrator tasks

The Domino server software that you receive with your system includes a CD containing

Domino Administrator client software. The Domino Administrator client includes a tool called

Domino Upgrade Services (DUS) that assists administrators with moving users from othermessaging platforms (including Microsoft Exchange) to Domino. For more complex

migrations, you may want to consider a migration tool such as Common Migration Tool (CMT)

from Binary Tree. See Appendix C, Binary Trees Common Migration Tool on page 37, for

more information about this tool.

The Lotus DUS tool runs on the administrator workstation. It provides batch registration of

users and converts mail and calendar information to Domino. You can use the tool to migrate

a single user, a group of users, or an entire post office. The example in the following section

describes single-step migration of all users from Microsoft Exchange to Lotus Domino,

without coexistence.

Using Domino Upgrade Services for a single-step migration

To migrate users from Microsoft Exchange to Lotus Domino, perform the following steps:

1. Log on to NT Domain with an account that has the Service Account Administratorrole for

the Exchange site and server. This gives you full access to all accounts and mailboxes in

the Exchange server directory.

2. Start Domino Administrator from the Lotus Applications Program folder and log on using

the administrator user ID.

3. Ensure that you are connecting to the correct Domino server. From the Server Pane of the

Domino Administrator, choose your target Domino server by selecting Choose

File>Open Server.

4. Select the Domino server to which you want to migrate the Microsoft Exchange Server

users. In this example scenario, MAILDOM1/itso is selected.

5. Click OK to continue.

Microsoft Exchange

Server Farm

2. Registration & Migration


24/52


Figure 1-7 Domino Administrator: People and Groups tab

In the task pane, click the Tools section. Select Groups and then select Register

(Figure 1-7).

6. Select the Certifier ID and enter your Certifier ID password. Click OK to continue.

If you need to register the user within an Organization Unit (OU), you may select the

certifier ID of that OU here.

7. If you have not set up a Recovery ID process, a message appears warning you that the

certifier does not contain recovery information. Click YES to continue.

The Register Person dialog box appears as shown in Figure 1-8.

8. You need to preload some fields in the Registration menu so that they apply to all

Exchange Users that are migrated in a later step. Click the Advanced check box to view

more option icons.

Note: Figure 1-8 shows the Registration menu.

9. Click the Basics icon.


25/52


15

Figure 1-8 Register Person window

10.Select the Set Internet password option.This sets the Domino ID and the Domino

Internet password (found in a Person document) to the same value.

11.Click the Mail icon.

12.Select Extended Mail template (mail50ex.ntf) from the list of mail file templates. Leave

the remaining settings at their defaults. Do not set any database quotas at this time

because they may interfere with the data migration.

13.Click the ID info icon. Ensure that In Domino directory is checked. This corresponds to

the Use NAB for ID lookupsetting the DOLS Security Policy document specified

previously (Domino ID files are placed in the Domino Directory).

14.Verify that the Certifier ID information, security type, and certificate expiration date are

what you expect. Ensure that the registration server is the one that you selected

previously.

15.Click the Migrate people button. The People and Groups Migration window appears.

16.In the Foreign directory source field, select Microsoft Exchange Users (Figure 1-9 on

page 16).

Note: You may not see the option for Microsoft Exchange users if you have not installed

the migration tools along with the Domino administration client.


26/52


Figure 1-9 People and Groups Migration window (Part 1 of 2)

17.You are prompted for a profile that allows you to access the Microsoft Exchange server.

Select the profile name that has privileged access to the Exchange server.

18.Click OK to continue.

19.In the Available people/group field there is a list of users from the Exchange Global

Address List. Select the users and groups you want to migrate.

20.Click the Add button. In this scenario, Exchange user M. F. Hussain is selected

(Figure 1-10).

With Domino Upgrade Services (DUS), you can also migrate groups and their members.

Furthermore, DUS supports the migration of two types of group members:

Local users: These are users who have entries in the local directory (the same

directory where the group entry exists). When you select a group to migrate, the local

users in the group are selected for the migration tool.

Nested groups: These are groups that are members of another group. By default,

when you migrate a group, you also migrate the groups nested within it. Local users

can also exist in those groups.


27/52


17

Figure 1-10 People and Groups Migration window (Part 2 of 2)

21.Select migration options. These options apply to all users imported from the Exchange

directory during the session.

The following options should be selected in this window:

Generate random passwords for users with no passwords

Add full name provided to the Notes person document

Convert mail

22.After selecting the users and the required migration options, click the Migrate button. This

adds the users to the Registration queue and displays a pop-up message that indicates

how many people are queued for registration.

Note: We recommend that you use less than 10 Microsoft Exchange users per migration

session initially. This is because you are creating Domino person documents (Notes ID

files), and converting an unknown amount of e-mail data from Microsoft Exchange format

to a Domino document format. Therefore, this process may take a significant amount of

time for each user.

23.Click OK in this window. Click the Done buttonto return to the Register Person window.

The Exchange users that you selected in the Registration queue should appear.

24.At this point, you should write down the Microsoft Outlook e-mail addresses, passwords,

and e-mail database names for all users that were imported. If you selected to manually

Ownership problem workaround: In the Migration options list box, select the Add

Administrator to mail file accesscontrol list option to turn it on, and then deselect

the option to turn it off again. In this test environment, the off status did not take effect

unless this setting was toggled.

Note: The users Exchange passwords cannot be migrated to the Notes environment.

New passwords must be automatically generated or manually assigned. If you want to

manually assign passwords, do not check Generate random passwords for users with

no passwords.


28/52


assign passwords, the users in the list have an INCOMPLETE status. You must assign the

passwords now.

25.Click the Register All button to finish the registration process and complete the migration.

After the migration is complete, the registration process:

a. Creates a Notes Person document and Notes ID for each migrated user

b. Creates a Notes mail database for each user

c. Migrates messages and calendar entries from the Exchange mailbox

26.To check for messages during registration and migration, close the Registration window by

clicking Done. Open the local workstation log database by selecting

File>Database>Open from the Domino administration client. On the local server, open

the file named log.nsf.

27.Scroll through the database and locate the most recent entry. Explore the log information

for the migration for any error messages.

This completes the server side migration of the Exchange users to Lotus Domino on iSeries.

You are now ready to notify Microsoft Outlook users that their new mail environment is

available on the new Domino for iSeries server.

1.4.3 Notifying users to perform migration

After you have migrated the user data from the Microsoft Exchange server to the Domino

server, youre ready to notify the user to begin using the Domino server. Depending on the

tool you used, and the security required, the method for completing this task differs

somewhat. Basically, a user requires:

A new user ID

A new password

A new Notes ID file that contains the information needed for authentication when

connecting to the Domino server

Note: If you selected Prompt for ID during downloadwhen you set up your DOLS policy, you

need to provide the Notes ID file to the user. You can provide it via diskette, a shareddirectory, or attached in an e-mail. If you selected Use NAB for ID lookup, the user can access

the ID file from the Domino Directory (formerly the Name and Address book) during setup.

Preparing the user notificationThis section describes the information that you need to provide to each individual Microsoft

Outlook user for performing the client installation. The following information should be in your

instructions to the user (whether through e-mail or introductory letter):

The unique URL that points to the user mail file. In this example, for the user Hussain, the

name of the mailbox created at Domino registration time was mhussain.nsf. Therefore, the

URL for this user is: http://maildom1/mail/mhussain.nsf/inotes

The users name in the Notes domain (for example, Mark Hussain) and the user s Notespassword

The users short name (for example, Mhussain) in the Notes domain, which is usually

more convenient for the user to enter

Note:You need to inform your Outlook users that their new Domino server provides a

more secure environment because they are prompted for their Notes password whenever

they use their Microsoft Outlook client.

An explanation of the new profiles (server versus local) that are created during this

installation process and a description of when to use which profile


29/52


19

A description of what is installed on the desktop when the user clicks the URL (for

example, the Lotus iNotes Sync Manager)

A description of what the iNotes Sync Manager does and instructions for using it (for

example, changing the default synchronization schedule). This is your opportunity to

emphasize one of the important benefits they get from this migration.

Information on how to export and import contacts

Note: You may require them to export any contacts before clicking the URL.

Information on where to go for assistance

Note: The following pages include instructions for performing the client tasks. They are

written with the end user as the audience so that you can copy them and distribute them

directly to your users if you so desire.

1.4.4 Migrating from Exchange to Domino: User tasks

To begin accessing your Lotus Domino server, instead of Microsoft Exchange, you need to

perform the following important tasks on your workstation. This section provides step-by-step

instructions for each task. You may find it helpful to check off the following steps as they arecompleted:

1. Set up your Microsoft Outlook client to let you choose a profile.

2. Install the iNotes Access for Microsoft Outlook software on your workstation.

3. Customize your new iNotes software.

4. Migrate your contacts.

Setting up your Microsoft Outlook client to let you choose a profileToday, your Microsoft Outlook program is probably set up with your Microsoft Exchange profile

as the default. Therefore, you never see a prompt that allows you to select your new iNotes

profile instead. Follow these steps to set up your Outlook software to prompt you for a profile:

1. Start Microsoft Outlook.

2. Select Tools->Options.3. Click the Mail Services tab.

4. Under the Start-upsettings, select the Prompt for a profile to be used option.

5. Click OK and exit Microsoft Outlook.

Installing the iNotes Access for Microsoft Outlook softwareYou should have received instructions that include information about your new Domino server,

your new iNotes user ID, and your new password. The information is required to perform this

task. When youre ready to start using the Domino server for your mail and calendar

functions, perform the following steps:

Important language considerations: The iNotes installation process analyzes the

Windows settings on a PC and automatically determines which language to download. If,for example, you have English language Windows and English Microsoft Outlook, but

regional settings are set to Spanish, some information will be lost when using iNotes for

Microsoft Outlook (like Contacts). In such a situation, data is displayed in a very confusing

mix of the two languages. To avoid this problem, set PC regional settings to match the

Windows language by selecting Start->Settings->Control Panel->Regional Settings.

After migration, you can restore the regional settings to their original values.


30/52


1. Start your browser. Although you can use any browser, Internet Explorer is recommended

because it requires fewer steps to complete this process.

2. Link to the URL for your new mail file. You should have received the URL with your

instructions. It will look similar to this example:

http://(domain)/mail/(yourNotesShortName).nsf/iNotes

3. On the prompt display, type the new iNotes user ID and password that you received. Whenthe server has verified your user ID and password, a Web page should appear similar to

the one shown in Figure 1-11.

Figure 1-11 Web page for installing iNotes Access for Microsoft Outlook

4. To start the iNotes installation process, click the Click here to install this enhancement

to your Outlook client link. A Web page should appear as shown in Figure 1-12.


31/52


21

Figure 1-12 Domino Off-Line Services window

During the download process, several different displays appear. They vary depending on

which browser you use:

Internet Explorer users: If you are running a Microsoft Internet Explorer browser, you

may see a Security Warning display from Ir is Associates when downloading the DLL. If

this Security Warning message appears, continue by selecting Yes.

Netscape users: If you are using the Netscape browser, you are prompted prior to the

installation that you must download the plug-in as shown in Figure 1-13 on page 22.


32/52


Figure 1-13 Netscape plug-in download

Follow the instructions on the page and click on the link provided to download the plug-in.

You need to restart your browserand return to this site by repeating Steps 1 through 4

Step 5.

5. When a pop-up display appears prompting you to confirm installation of the subscriptionsoftware on your workstation by the Lotus iNotes Installer, click Yes.

6. When you are prompted for a folder name, accept the default or select a new folder and

click Save. The folder that you specify is the location where the system places your

initialization file (notes.ini) for your new iNotes software.

7. While the iNotes Installer is running, the status display shown in Figure 1-14 appears.


33/52


23

Figure 1-14 Lotus iNotes Installer progress bar

When the Installer finishes downloading, de-compressing, and loading your new software,

it synchronizes your workstation software with the server. The Lotus iNotes Sync Manager

display appears as shown in Figure 1-15.

Figure 1-15 Lotus iNotes Sync Manager window

Customizing your new iNotes softwareWhen synchronization completes, youre ready to customize your new iNotes software. The

completion display shown in Figure 1-16 on page 24 should appear with instructions on howto change your startup settings and how to add the Exchange address book.


34/52


Figure 1-16 Lotus Notes Mail completion message

1. After reading the instructions, click OK.

2. If you want to change your startup settings to use the new Domino server as your default

profile (the first item on the display above), select Tools>Options>Mail

Services>Startup Settings. This change is optional.

Note: Step 6 addresses the other display item on the display.

3. Minimize the Lotus iNotes Sync Manager and quit the browser session. You should see

two new iNotes icons on your desktop.4. Start your Microsoft Outlook client again. Notice the two new profile names Local Mailand

Mail on (Notes domain). The Notes domain name should be similar to the system domain

name that was part of the original URL sent by the Administrator (Figure 1-17).

Figure 1-17 Choose Profile window

5. Select Mail on (Notes domain) to see your migrated mail and calendar data on the Lotus

Domino server.

6. By default, you are only able to see the addresses of Lotus Notes users. To allow users in

the Microsoft Outlook Address book to be visible, select Tools->Services->Addressing

andadd the Microsoft Outlook Address book as shown in Figure 1-18.


35/52


25

Figure 1-18 Services window

Migrating contacts

The tool that your administrator uses to migrate your mail and calendar does not migrate yourMicrosoft Outlook personal contacts. You must perform personal contacts migration yourself

from your workstation. This is a two step process. You need to export the contacts from your

Microsoft Exchange server and then import them into your new Domino server.

Exporting your personal contactsTo export your personal contacts from your Exchange server, perform the following steps:

1. Start your Outlook software. Use your old Microsoft Outlook profile (the profile that

connects you to your Exchange server).

2. Select Contacts.

3. Select File>Import and Export.

4. Under Choose an action to perform, select Export to a file and click Next. The windowshown in Figure 1-19 on page 25 appears.

Figure 1-19 Exporting to a file

5. Select Personal Folder File (.pst) and click Next.


36/52


6. On the next display, contactsis highlighted. Accept the default (to export all the contacts)

or specify a filter to export only some of your contacts. Click Next.

7. On the next display, you have the option to change the location of the exported file. Accept

the default (which is also the default of the import utility you use next), or specify a location

for the file. Click Next.

8. On the final display (Figure 1-20), specify a password to protect the file with your personal

contacts. Be sure to write this password down or remember it. Click OK.

Figure 1-20 Create Microsoft Personal Folders window

Importing your personal contactsTo import your personal contacts into your new Domino server, perform the following steps:

1. Start your Outlook software again.

2. Sign on with your new iNotes profile (Mail on xxxx).

3. Select Contacts.

4. Select File>Import and Export.

5. Under Choose an action to perform, select Import from another program or file and

click Next.

6. Select Personal Folder File (.pst) and click Next.

7. Select the file to import. This should match the file name you entered in Step 7 on page

26. Click Next.

8. On the display that prompts for your password, type the password that you used to protect

the file in Step 8 on page 26.

9. On the final Import Personal Folder display, accept the defaults and click Finish. The new

contacts should now appear.


37/52


27

Appendix A. Differences and limitations

This appendix compares two environments:

A Microsoft Outlook client connected to an Exchange server

A Microsoft Outlook client connected to a Lotus Domino server using iNotes Access for

Microsoft Outlook

The features and services in the two environments are similar but not identical. The objective

of iNotes Access for Microsoft Outlook is to support the majority of commonly used functions

in the most common operating system and desktop environments.

Lotus has documented features and configurations that are not supported. Additional areas

were discovered during testing. Although the list in this appendix is lengthy, the majority of

items are fairly detailed and apply to a minority of installations. Read them through, be awareof them, and evaluate how they apply to your situation. You should find that very few are a

subject of concern.

A


38/52


Setup considerations

The following list includes system-wideconsiderations of which you, as an administrator,

should be aware:

Notes Messaging Application Program Interface (MAPI) is the architecture that allows mail

integration between Domino and MAPI-compliant messaging applications, such as

Microsoft Outlook. Notes MAPI Service Provider works only with the followingapplications:

Microsoft Outlook 98

Microsoft Outlook 2000

Microsoft 2002

Office 2000 mail-enabled applications

Customer-written MAPI programs on all Win32 platforms (Windows 9x, 2000, and

Windows NT)

The Notes MAPI Service Provider supports HTML messages with full fidelity and converts

Microsoft RTF format to Notes Rich Text format with only a minor loss of fidelity. To use

HTML in Microsoft Outlook, select HTML as the format of sent messages. In your Person

Document, your administrator must set the Message Storage field to Prefers MIMEor No

Preference.

Copying repeating appointments from the Exchange Message Store to the Notes

Message Store fails. Copying single appointments works fine.

Addressing a Notes user from the Exchange Message Store (when creating a message)

does not always resolve the address.

Incompatibilities in MAPI components may cause problems. Be aware that numerous

Microsoft products can install MAPI components. Because some of these components are

shared, problems can result if you install different versions of different products on the

same machine. For example, installing Office 97 over Microsoft Outlook 2000 can modify

the MAPI components required to make Microsoft Outlook 2000 work properly. If problems

occur, uninstall allproducts that use MAPI and then reinstall only those you need.

Microsoft Outlook features that are not available

When you use iNotes Access for Microsoft Outlook, some Outlook features may not be

available or work differently. Note the following considerations and limitations:

Mail considerations/limitations: Using Deferred delivery on mail messages is not

supported. Non-delivery reports cannot be resent.

Calendar considerations/limitations:

Repeating calendar events that repeat indefinitely: If a Microsoft Outlook user requests

that a repeating meeting notice repeats without a specific end date, the Notes MAPI SP

converts this request to a request for meetings that repeats for one year (for daily,weekly, and monthly patterns) and 10 years for yearly requests.

Repeating monthly meeting patterns occur on the first, second, third, fourth, or last

weekend day.

You can open an existing repeating meeting and modify its recurrence pattern and

send this as an updated meeting notice only if the time of day is changed. If the dates

of the meeting change, Microsoft Outlook recipients can correctly process the update

but Notes recipients cannot.

If you schedule a meeting that meets more than once a week, each week must have

the same number of meetings. Otherwise, meetings in the last week may not be


39/52


29

scheduled. For example, a meeting that meets twice a week for five weeks would need

10 meetings scheduled. If you schedule nine meetings, the last meeting is omitted.

Repeating tasks created by Microsoft Outlook operate properly within the Microsoft

Outlook client, but they are not seen as repeating tasks from Notes and vice versa.

Appointments cannot be forwarded as iCalendar messages.

Meetings that span midnight are not supported. A contacts field and the button at the bottom of appointment forms are not supported.

Changes to a description (body) of a repeating meeting are not supported.

Changes to the reminder status on instances of repeating meetings are not supported.

Lotus Notes client features that are not available

Lotus Notes is the premiere PIM and collaboration client from Lotus. It provides some

capabilities, in conjunction with the Domino server, that are not available to users who access

the Domino server with a browser or with iNotes Access for Microsoft Outlook. The following

lists outlines some Notes features that are not supported or that may work differently withiNotes Access for Microsoft Outlook:

Mail considerations/limitations: In the mail database template, no document or view

should use Notes categories.

To do list/task restriction: This includes Group Tasks (tasks created by one user and

assigned or sent to other users are supported). When a task is sent, it can be read by the

recipient, but it is not added to the task view for that recipient in the case where they are

part of a Group.

Calendar considerations/limitations:

Sending meeting notifications as FYIs: When Microsoft Outlook users receive a

meeting notification as an FYI recipient, they can accept or decline.

Counter proposals for recipients: If a Microsoft Outlook user receives a counterproposal from a Notes user, it is displayed as a message rather than a calendar form.

Confirmations sent by the chair: If a Notes user sends a confirmation, it is displayed in

Microsoft Outlook as a mail message rather than a calendar form.

Decline a meeting requesting that no more updates be sent: As a result, updates may

be sent to the user who declined.

Reminder mood stamp sent by a Notes user is seen in Microsoft Outlook as an

appointment: It is recommended that the reminder mood stamp not be used.

Repeating meeting pattern of monthly on multiple days or dates: Microsoft Outlook

can only express monthlyon single or multiple dates (for example, every second day of

the month).

Repeating meetings that occur daily or yearly that moves meetings that fall on

weekends to Monday or Friday or the nearest weekday: This service is not supported

by Microsoft Outlook and should not be used.

Repeating meeting pattern of yearly for every nth year: If this pattern is used from

Notes, the dates are correct but the pattern reported by Microsoft Outlook is every year

rather than every nthyear.

Repeating meetings that occur on a day counted backwards from the end of the month:

This feature only works for the last day of every month (for example, the first day

backwards from the end).


40/52


Other differences and considerations

The following list outlines some areas that require workarounds or slightly different

procedures by your users:

Mail addressing:

Microsoft Outlook 98 removes the spaces from addresses that contain @ symbols. For

example, if an address is John Smith@Acme, the address becomes

JohnSmith@Acme. This problem has been corrected in Microsoft Outlook 2000. As a

workaround, enter the addresses using underscores in place of spaces or quoting the

addresses.

Using the contacts folder as a source of addressing entries requires that the subject

field (column) of the contacts folder be sorted in ascending order. To accomplish this,

use Domino Designer to modify the Extended Mail (MAIL50EX.NTF) template.

Searching:

Notes MAPI Service Provider supports searching through the Full Text Search feature.

If a mail database is not full text-indexed, a request is made to index it. Until the server

completes the indexing, attempts to search will fail.

To support searching, the Domino server must enable the Full Text Indexer.

Only text and numeric note items can be searched. As a result, some searches cannot

be performed or they return no results. Searches that are not available include:

Size

Unread

Number of attachments

You are the only person on the to line

All searches, and the Microsoft Outlook Today view, use Full text indexing. Because the

index updates periodically, the data being displayed is not always completely

up-to-date.

Views, folders, and message counts:

Unread counts for folders can display the wrong values. Values are correct for the

currently displayed folder and for the following folders:

Inbox

All Documents

Sent

Drafts

Trash

Counts are wrong if messages are read or deleted from the All Documents view that

resides in folders other than those listed above. Since counts are adjusted whenever a

folder is selected, simply selecting the folder always updates the counts.

Notes supports the model that each message is stored once in the database and can

reside in any number of folders. Notes also supports the concept of a View into the

notes in a database. If a note is deleted from a folder, it disappears from that folder and

appears in the trash. If the user deletes a note from a View, it is permanently removed

(after user confirmation) and is not placed in the Trash folder. Also, it is not possible to

drag a message out of a view. To move a message from a View to a folder, use copy

and paste.

Microsoft Outlook provides a facility for selecting from a number of predefined views or

to modify views. To support views, Notes requires the use of the Notes Designer to

modify the template of the database. The provided template supports the default views

and many optional views, but not all.


41/52


31

Service of Group By. This is a choice when you select View

menu->CurrentView->Customize).

Mail rules:

When Microsoft Outlook 98 runs the rule that moves messages to other folders, it

performs a copy instead of a move. This problem also occurs when moving messages

to the Trash folder. This problem is corrected in Microsoft Outlook 2000.

The rules mechanisms between Microsoft Outlook and Notes are not compatible.

Microsoft Outlook rules local to the Microsoft Outlook client will work.

Restrictions on using the Microsoft Outlook Today page:

Microsoft Outlook searches the mail database by performing a full text search.

Because the Full Text Search index is updated only periodical ly in Domino, the display

may be incorrect because recent entries may not yet be added to the index.

Changing the sor t order of the Tasks in the Customize Microsoft Outlook Today page

does not work.

Calendar entries in the Microsoft Outlook Today page may not appear. Only entries

sorted by Start Time appear.

Miscellaneous items:

In a few cases, data sent in calendar applications by one product is not normally sent

by the other. For example, an acceptance notice sent by Microsoft Outlook does not

include the invitees, but an acceptance notice sent by Notes does. In general, the

information provided is correct, but some expected information may not be available.

The outline color of tentatively accepted meetings is blue. This indicates that the time is

booked, when in fact the time is actually free. Note that tentatively booked meetings

appear as light blue, which is correct within Microsoft Outlook.

Although most message properties are properly converted between Microsoft Outlook

and Notes, some are not. This can be seen in some of the views and when opening

messages. Some custom columns and views are not supported and do not display

properly. Room and resource reservation is very different between Microsoft Outlook and Notes.

It is possible to create virtual users for each room or resource so that these resources

appear.

If multiple meetings are opened and processed at the same time, it may not be possible

to associate a meeting notification note with its related meeting note. A dialog box

appears if this occurs.

Meeting notes should not be opened and processed from the All Documents view.

Instead, process them from the InBox or Calendar.

Previous Domino Outlook offerings versus New iNotes accessfor Microsoft Outlook

In previous releases of the Domino server, Lotus provided the ability to connect the Microsoft

Outlook client. However, this only supported basic messaging. This limited function continues

to be available for Outlook Express and Outlook 97 via Domino support for Internet standards,

such as POP3 and IMAP4. For Microsoft Outlook 98, 2000, and 2002 this is accomplished via

middleware called Messaging Application Programming Interface (MAPI). MAPI allows

Microsoft Outlook functionality to be mapped to the Domino server. Therefore, the end-user

client experience is not changed. iNotes Access for Microsoft Outlook extends this support to

include other capabilities, such as calendaring.


42/52


Additionally, there is now an easier distribution method for end users. In the past, a full Notes

client needed to be installed on the end-user system. This is no longer the case. Distribution

is now handled by using Lotus Domino Off-Line Services (DOLS) technology, which is a key

component of this new offering. DOLs technology allows Domino applications to be

programmed to run in a disconnected environment.


43/52


33

Appendix B. Troubleshooting

This appendix describes some basic troubleshooting techniques. These techniques include:

Reversing the migration or installation

Making Microsoft Outlook the default mail client

B


44/52


Reversing the migration or installation

To solve some problems, you may need to reset the Domino Server or Microsoft Outlook

client to a state prior to migration. The following instructions show how to undo any effects

created due to registration and migration (DUS) and the Microsoft Outlook client download.

Reversing migration or installation on the Domino server

Perform the following steps to undo the registration and migration that the DUS tool (Domino

Administration client) created when users were registered:

1. From the Domino Administrative client, open the Domino directory by selecting

File>Open Server and click the People & Groups tab.

2. Locate the persons name in the list and click the Delete button.

3. To confirm the deletion, click Yes. Perform this process for every user whose migration you

need to reverse.

Note: You may want to open this document and locate the name of the users e-mail

database because it must be deleted in a later step.

4. Click the Files tab.

5. Write down the exact file location of the Domino data directory as shown in the sample

window in Figure B-1. The directory is:

/notes/dccml002

Figure B-1 Sample Domino data directory window

6. From the workstation being used as the Domino Administrative client, connect to the

integrated file system (IFS) on the iSeries server. This requires an OS/400 user profile.

See Lotus Domino for AS/400 R5: Implementation, SG24-5592, for more information on

this step. The publication is available online at: http://www.redbooks.ibm.com

7. Using Windows Explorer, navigate to the directory you wrote down in Step 5. By default,

all e-mail databases are created in the subdirectory called mail(for example,

/notes/dccml002/mail).

8. Using Windows Explorer, remove or delete the mail files associated with the migrated

users.

9. Stop and restart the Domino server before you attempt to register and migrate more users.

Reversing migration or installation on the client

If the installation on the client fails, or if the procedure is interrupted (for example, after a

connection failure to the Domino server), do not attempt to immediately reinstall. Perform the

following steps:

1. Select Start>Programs.


45/52

Appendix B. Troubleshooting

35

2. Check whether you have a Lotus iNotesdirectory and Perform oneof the following tasksdepending on the answer:

If yes, select Uninstall Lotus iNotes. This process removes Lotus iNotes Sync

Manager and deletes all of the subscriptions.

If no, select Start>Settings->Control Panel->Add/Remove Programs.

3. Check whether Lotus iNotes is present.4. If it is present, select Add/remove->OK.

5. Restart the workstation.

6. Using Windows Explorer, remove the C:\Program Files\Lotus iNotes directory.

Making Microsoft Outlook the default mail client

The workstation used to perform the registration and migration may not be set to use

Microsoft Outlook as the default e-mail application. To set this, run the following command

from a DOS prompt:

"C:\Program Files\Microsoft Office\Office\outlook.exe" /checkclient


46/52



47/52


37

Appendix C. Binary Trees Common Migration

Tool

As an alternative to DUS, especially for more complex migrations, the Common Migration Tool

(CMT) from BinaryTree.com provides an easy-to-use option for customers migrating Microsoft

Exchange users to Lotus Domino on the iSeries server. CMT allows administrators to import

users from multiple Exchange servers and automatically register them in Domino. This

feature is extremely useful in server consolidation projects.

CMT migrates data stored on either the server or local workstation, including:

Mail

Folders

Contacts

Groups

Calendars

Tasks

CMT journals all migrations using advanced logging features. For administrative ease, you

configure and run the CMT application from a single Domino application (.nsf file) residing on

the iSeries Domino server. It provides an intuitive user interface with which the administrator

schedules user migrations.

The Common Migration Tool supports migration from many e-mail and calendar systems to

Lotus Domino, including:

Lotus Organizer (97, 4.0, 5.0, 6.0) Microsoft Outlook (97, 98, 2000) with Exchange Server

Microsoft Outlook Express 4.x

MS Schedule+ 7.x

MeetingMaker (4.x, 5.x, 6.x)

Netscape Messenger 4.x

Novell Groupwise (4.x, 5.x)

Eudora (3.x, 4.x)

C


48/52


The CMT is priced on a per user basis and ranges in cost per user based on volume. For

more information on the Common Migration Tool, contact BinaryTree.com via e-mail at:

[email protected]

Or, visit them online at: http://www.binarytree.com
http://www.binarytree.com/http://www.binarytree.com/