3.2 Planning to Run the Migration Utility for Each Exchange Server

The Migration Utility migrates data from one Exchange server at a time, in one or more migration sessions. The utility can migrate data to one or more post offices during each migration session. The utility prompts you for many kinds of information during the migration process. You can gather this information on the Exchange Server Worksheet. Fill out one worksheet for each Exchange server, or if you plan to run more than one migration session for a server, fill out one worksheet for each migration session.

3.2.1 Obtaining Exchange Login Credentials

The Migration Utility needs to run with administrator rights so that it can access all mailboxes on each Exchange server. The workstation where you run the Migration Utility must have a username and password identical to a username and password on each Exchange server. The most straightforward way to provide the proper access is to not use the default administrator users, but to create corresponding pairs of administrator users for the Migration Utility workstation and each Exchange server.

For example, on the first Exchange server that you plan to migrate, you might create an account and mailbox named administrator1 and a corresponding administrator1 account on the Migration Utility workstation. On the second Exchange server, you might create an account and mailbox named administrator2 and a corresponding administrator2 account on the Migration Utility workstation. Each Exchange server needs a unique administrator account and mailbox so that the Exchange Utility can access each Exchange server with the necessary rights.

EXCHANGE SERVER WORKSHEET

Under Item 1: Exchange Login Credentials, record the network address of the Exchange server and a unique administrator username and password that the Migration Utility can use to log in to the server in order to access mailboxes on that server.

3.2.2 Creating the Exchange Data File

In order to list the Exchange users, distribution lists/groups, and public folders on the Exchange server, the Migration Utility generates a CSV (comma-separated value) file containing that information. If you plan multiple migration sessions for a server, the utility keeps track of what you have already migrated so that the lists it displays accurately reflect what still needs to be migrated.

By default, the file is named exmigdata.csv and is created in the directory where the Migration Utility software is installed. You can change the name and location as needed.

EXCHANGE SERVER WORKSHEET

Under Item 2: Exchange Data File, specify the full path and filename for the CSV file if you do not want to use the default.

During the first migration session for an Exchange server, the CSV file contains a complete list of users, distribution lists/groups, and public folders. For a server with a large quantity of data to migrate, you can manually edit the CSV file and divide the data up into multiple smaller CSV files. These subset CSV files can be used on other workstations to simultaneously run multiple migration sessions for the Exchange server.

3.2.3 Locating a GroupWise Domain Directory

A GroupWise domain database (wpdomain.db) provides all the information the Migration Utility needs about your GroupWise system. Specifically, it enables the Migration Utility to list all of the post offices in your GroupWise system. The information can be obtained from any domain database. Make sure you know a network username and password with sufficient rights to map a drive and access a domain directory.

IMPORTANT:For best performance during each migration session, you should map to the domain that owns all of the post offices that you are planning to migrate Exchange data to. If post offices are owned by multiple domains, updates must replicate between domains, which significantly slows the migration process.

EXCHANGE SERVER WORKSHEET

Under Item 3: GroupWise Domain Directory, list a domain directory where the Migration Utility can access a domain database. Also provide a username and password for mapping a drive to the server where the domain directory is located.

3.2.4 Planning Post Office Contents

All the Exchange users, distribution lists/groups, and public folders on the Exchange server must be assigned to one or more GroupWise post offices. Taking into account the information you gathered when you surveyed your Exchange servers for number of users, distribution lists/groups, and public folders, consider where you want to migrate the Exchange data from this server. Make a plan that includes all the data from the server, even if you are planning multiple migration sessions for this server.

EXCHANGE SERVER WORKSHEET

Under Item 6: Post Office Planning, list what post office you want each Exchange user, distribution list/group, and public folder to be migrated to.

3.2.5 Selecting Migration Options

The Migration Utility provides options for whether or not certain types of mailbox items are migrated. By default, deleted items, sent items, journal items, and draft items are not migrated.

If you migrate journal items, they are placed in a folder in the GroupWise mailbox. GroupWise does not have the equivalent of the Journal feature, so the items are for reference only and no more journal items can be created. If you migrate draft items, they are placed in the GroupWise Work in Progress folder. You can also restrict migrated items by age.

EXCHANGE SERVER WORKSHEET

Under Item 9: Migration Options, mark the migration options you want to use to customize the items that are migrated.

3.2.6 Selecting a User ID Conversion Rule

Exchange user IDs can include periods (.) but GroupWise user IDs cannot. If you have Exchange user IDs that contain periods, they must be renamed before they can be migrated to GroupWise. There are three alternative formats offered by the Migration Utility:

  • Replace periods with spaces ( ): If you choose this option, Sophie.Jones becomes Sophie Jones.

  • Replace periods with underscores (_): If you choose this option, Sophie.Jones would become Sophie_Jones.

  • Replace periods with hyphens (-): If you choose this format, Sophie.Jones would become Sophie-Jones.

If desired, you can manually rename the Exchange user IDs that contain periods using a convention of your own choice.

Although the Migration Utility must change the user ID to conform to the GroupWise user ID convention, this does not affect the user’s e-mail address. Periods in e-mail addresses are permitted. E-mail addresses are retained just as they were in Exchange.

EXCHANGE SERVER WORKSHEET

Under Item 11: User ID Conversion Rules, mark the conversion you want to use for user IDs that contain periods.

3.2.7 Planning Public Folder Conversion and Ownership

Exchange public folders are converted into standard GroupWise folders in the mailboxes of GroupWise resources. All users are granted proxy access to the resource mailboxes so that they can access the contents of the folders. Before migrating your Exchange public folders, you should assess their contents. You might not need to migrate all of them.

GroupWise resources that store the folders must be owned by users. You might find it convenient to own the resources yourself or you can choose different owners.

EXCHANGE SERVER WORKSHEET

Under Item 5: Public Folder Planning, list the resources you want the Migration Utility to create to own the GroupWise folders. List which public folders you want each resource to own. Specify a user to own each resource. Take into account all public folders on the Exchange server.

3.2.8 Planning eDirectory Contexts for GroupWise Objects

GroupWise users require eDirectory User objects. GroupWise distribution lists require Distribution List objects. GroupWise resources that store folders require Resource objects. Objects exist in eDirectory contexts. You must create the eDirectory contexts before you perform the migration.

In Section 3.1.4, Planning eDirectory Object Organization, you planned all of the eDirectory contexts that are required for your entire GroupWise system. Now you need to determine the contexts into which you want to migrate the Exchange data from this Exchange server.

EXCHANGE SERVER WORKSHEET

Under Item 7: eDirectory Context Planning, list a context for each user, distribution list, and resource that is being migrated or created during this migration session.

3.2.9 Selecting Users to Migrate

If you are planning more than one migration session for the current Exchange server, decide which users you want to migrate during the current migration session. The Migration Utility provides the number of items in each user’s mailbox, which is indicative of the size of each mailbox, so you can adjust your list as needed while performing the migration.

EXCHANGE SERVER WORKSHEET

Under Item 8: Users to Migrate, list the users you want to migrate in the current migration session.

It is not necessary to prepopulate eDirectory with User objects for the Exchange users who are being migrated. The Migration Utility takes care of creating the necessary User objects.

NOTE:All selected Exchange distribution lists/groups are migrated during the initial migration session for an Exchange server. You do not choose which distribution lists/groups to migrate during each migration session.

3.2.10 Selecting Public Folders to Migrate

If you are planning more than one migration session for the current Exchange server, decide which public folders you want to migrate during the current migration session. The Migration Utility will provide the number of items in each folder, which is indicative of the size of each folder, so you can adjust your list as needed while performing the migration.

EXCHANGE SERVER WORKSHEET

Under Item 10: Public Folders to Migrate, list the public folders you want to migrate in the current migration session.

3.2.11 Notifying Migrated Users

By default, the Migration Utility sends out notification messages to users that have been migrated. The messages are sent to users’ Exchange mailboxes. Each message includes the user’s GroupWise user ID, password, and server address. The default notification message is:

Exchange migration status
Your Exchange account has been successfully migrated to GroupWise. A GroupWise account has been created. Your username is %USERID% and your password is %PASSWORD%. Your GroupWise server address is %SERVER%:%PORT%.

Each user’s personal information is inserted into the variables when the notification messages are sent. You can use the default message or compose your own.

By default, copies of the notification messages are sent to the Administrator user in the Exchange system as a record of each user’s personal information. This information is also available in the CSV file that the Migration Utility uses during the migration.

EXCHANGE SERVER WORKSHEET

Under Item 12: E-Mail to Migrated Users, mark whether you want the Migration Utility to send notification messages to migrated users. If desired, compose your own notification message, being sure to include all the variable information. Also mark whether you want copies sent to the Administrator user of the Exchange system.