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SG24-5649-00

Part No. CT6Q9NA

Moving from cc:Mail to Lotus Domino R5


Moving from cc:Mail to Lotus Domino R5

Printed in the U.S.A.

Moving from cc:Mail to Lotus Domino R5


Marion Hawker, Harry Blumenstock, Kevin OConnell

International Technical Support Organization


SG24-5649-00
SG24-5649-00

www.redbooks.ibm.com

SG24-5649-00

xii Lotus Domino Release 5.0: A Developers Handbook

SG24-5649-00

International Technical Support Organization

Moving from cc:Mail to Lotus Domino R5


November 1999

Take Note!
Before using this information and the product it supports, be sure to read the general information in
the Special Notices section at the back of this book.

First Edition (November 1999)


This edition applies to Lotus Domino Release 5.x.
Comments may be addressed to:
IBM Corporation, International Technical Support Organization
Dept. JN9B Building 045 Internal Zip 2834
11400 Burnet Road
Austin, Texas 78758-3493
When you send information to IBM, you grant IBM a non-exclusive right to use or distribute the
information in any way it believes appropriate without incurring any obligation to you.
International Business Machines Corporation 1999. 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.

Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . v

. . . . . . . . . vi
Comments welcome . . . . . . . . . . . . . . . . vii
1 cc:Mail basics . . . . . . . . . . . . . . . . 1
What is the front-end software . . . . . . . . . . . 2
What is a cc:Mail post office . . . . . . . . . . . . 2
Compatibility between versions . . . . . . . . 2
User files . . . . . . . . . . . . . . . . . . . . . . 3
Main message store . . . . . . . . . . . . . . . . 3
Post office control files . . . . . . . . . . . . . . 3
What are the administration utilities . . . . . . . 4
The Admin utility . . . . . . . . . . . . . . . . . 4
The Router utility . . . . . . . . . . . . . . . . . 4
The team that wrote this redbook

What is Automatic Directory Exchange


(ADE) . . . . . . . . . . . . . . . .

......
What are calllists . . . . . . . . . . . . . . . . . . .
cc:Mail directory terminology . . . . . . . . . . .
Aliases . . . . . . . . . . . . . . . . . . . . . . . . . .
Considerations before the migration . . . . . . .
Summary . . . . . . . . . . . . . . . . . . . . . . . .

4
5
5
6
6
6

2 Installing and configuring


the cc:Mail MTA . . . . . . . . . . . . . . . . . 7
Pre-installation tasks

.................

Installing the cc:Mail MTA on Windows


NT . . . . . . . . . . . . . . . . . . .

.....

.......
Configuring the Domino server . . . . . . . .
Configuring the cc:Mail post office . . . . . .

10

Using the Configuration Assistant to


configure the cc:Mail MTA . .

Customizing the cc:Mail MTA


configuration . . . . . . .

...........

11
22
23

......
The cc:Mail Post Office document . . . . . . .
The Connection document . . . . . . . . . . .
The cc:Mail MTA Server document

The Foreign cc:Mail Domain


document . . . . . . . . .

...........
........................
3 Operating the cc:Mail MTA . . . . . .
Summary

Connectivity between cc:Mail and


Domino . . . . . . . . . . . .
Synchronizing the two directories

.........
........

Populating the Domino Directory


with cc:Mail names . . . . . . .

.......
Populating the cc:Mail directory . . . . . . . .
Bulletin board coexistence . . . . . . . . . . . . .
cc:Mail MTA server configuration . . . . . .
cc:Mail post office configuration . . . . . . . .
Performing the bulletin board
synchronization . . . . . .
Public mailing list titles

..........
...............

Propagating public mailing list titles


into Domino . . . . . . . . . . . . .

29
32
34
35
37
37
39
39
42
42
43
44
45
47

.....

47

......
........................

47

Propagating Notes group names to


cc:Mail . . . . . . . . . . . . . . . .
Summary

24

48

4 Migrating from cc:Mail to


Domino R5 using Domino
Upgrade Services . . . . . . . . . . . . . . . 49
Understanding the Domino Upgrade
Services (DUS) . . . . . . . . . .

49

Supported cc:Mail versions

50

.......
.............

What gets migrated from cc:Mail to


Domino? . . . . . . . . . . . . .

........

50
iii

Notes equivalents for migrated


Organizer information .

...........
Hardware and software requirements . . . . . .
Preparing to migrate cc:Mail users . . . . . . . .
General administrative tasks . . . . . . . . . .
Notes and Domino preparation tasks . . . . .
cc:Mail preparation tasks . . . . . . . . . . . .
Installing the Domino Administrator
client with the migration tools

.......

52
53
53
54
54
55
58

Sending users an upgrade notification


message . . . . . . . . . . . . . . .

.....
Running the Upgrade Wizard . . . . . . . . . .
Starting the Upgrade Wizard . . . . . . . . .
Selecting your user name . . . . . . . . . . .
Selecting an upgrade method . . . . . . . .
Selecting upgrade options . . . . . . . . . . .
Selecting archive conversion options . . . .
Performing the upgrade . . . . . . . . . . . .
Checking if the migration was successful . . . .
Summary . . . . . . . . . . . . . . . . . . . . . . .

130
136
137
140
140
141
143
146

Migrating users from cc:Mail to Lotus


Domino . . . . . . . . . . . . . . .

......

66

Importing users and groups from a


cc:Mail post office directory . .

......

67

Migrating Public Mailing Lists


(Groups) from cc:Mail to Domino

6 Migrating Organizer data


with the user migration tool . . . . . . 155

84

An overview of the migration process

Migrating Organizer information

.....
.......

90

Registering imported users and


completing the cc:Mail migration

.....

94

Checking the logs and verifying that the


migration was successful . . . . .

. . . . . 99
Checking the Notes log file . . . . . . . . . . . 99
Looking at the Domino Directory . . . . . . 100
Checking the migrated Notes mail
files . . . . . . . . . . . . . . . . .

......

Verifying that bulletin boards have


been migrated properly . . . . .

103

.....

105

Checking the converted Organizer


files . . . . . . . . . . . . . . . . .

107

Migrating private mailing lists

......
........

115

Testing mail access and mail transfer


for the migrated users . . . . . . .
Summary

....
.......................

115
116

5 Migrating personal cc:Mail


data using the Upgrade Wizard . . . . 117
What is migrated by the Upgrade
Wizard . . . . . . . . . . . . .

........

117

Installing the Notes client and the


Upgrade Wizard . . . . . . .

118

Setting up the Notes client

........
............

124

iv Moving from cc:Mail to Lotus Domino R5

.....
Configuring the general settings . . . . . . . .
Migrating Organizer data . . . . . . . . . . . . .
Define Source section . . . . . . . . . . . . . .
Click the Button to Export section . . . . . .
Define Destination section . . . . . . . . . .
Click the Import Button . . . . . . . . . . . .
Reopen this document to see statistics
section . . . . . . . . . . . . . . . . . .

...
Summary . . . . . . . . . . . . . . . . . . . . . . .
Special notices . . . . . . . . . . . . . . . .
Related publications . . . . . . . . . . . .
International Technical Support
Organization publications

.........
Redbooks on CD-ROMs . . . . . . . . . . . . . .
How to get ITSO redbooks . . . . . . .
IBM intranet for employees . . . . . . . . . . . .
IBM redbook fax order form . . . . . .
Index . . . . . . . . . . . . . . . . . . . . . . . . .
ITSO redbook evaluation . . . . . . . .

148
154

155
156
158
160
160
161
163
163
164
165
169
169
172
173
173
175
177
179

Preface
This redbook describes how to move from an environment based on Lotus
cc:Mail to an environment based on Lotus Domino R5.
The first chapter provides an introduction to terms and concepts specific to
cc:Mail. It is intended for those readers who are knowledgeable in the target
messaging system, which is Lotus Domino, but require a high-level
knowledge of the source messaging system, which is cc:Mail.
Chapter 2 discusses in detail the cc:Mail Message Transfer Agent (MTA).
First, the pre-installation tasks are covered, followed by a description of the
installation process. After that, details are given on the configuration of the
MTA using the Configuration Assistant. Finally, the chapter covers how to
fine-tune the cc:Mail MTA configuration.
Chapter 3 documents how to operate the MTA. This includes topics such as
setting up connectivity between cc:Mail and Domino as well as directory
synchronization and bulletin board coexistence.
Chapter 4 explores aspects relating to the migration of cc:Mail users and
their data to Domino R5 using the administrator-based Domino Upgrade
Services. First, the chapter provides tables listing the Notes/Domino
equivalents for migrated cc:Mail data and Organizer data. Then it shows
how to prepare cc:Mail users for migration, before describing how to install
the Domino Administrator client with the Domino Upgrade Services. Finally,
it demonstrates how to migrate users from cc:Mail to Domino R5.
Chapter 5 discusses how to migrate personal cc:Mail data using the Upgrade
Wizard that is provided with the Notes client. The chapter starts out by
presenting a table that lists the equivalents for personal cc:Mail information
migrated to Notes. Following that, it describes how to install the Notes client
with the Upgrade Wizard. It shows how the administrator can prepare and
send an upgrade notification message to the user. Finally, it gives details on
how the users can migrate their personal cc:Mail information to Notes R5.
The last chapter in this redbook discusses the steps involved in migrating
stand-alone Organizer data to Domino R5 using the user migration tool.
This redbook was written for customers, IBM and Lotus business partners,
and the IBM and Lotus community, who are involved in migrating cc:Mail
customers to Lotus Domino R5.

The team that wrote this redbook


This redbook was produced by a team of specialists from around the world
working at the IBM/Lotus Integration Center in Westlake, Texas, on behalf
of the International Technical Support Organization at Lotus Development
in Cambridge, Massachusetts, USA.
Marion Hawker is a Project Manager in the IBM/Lotus Integration Center in
Westlake, Texas. She is a member of the Domino Enterprise Solutions team.
Before joining that team, she was a Project Manager at IBMs ITSO at Lotus
Development, Cambridge, Massachusetts. Lately, she has been managing
redbook projects on behalf of the Cambridge ITSO out of Westlake, Texas.
Marion Hawker is an IBM Certified Project Manager and a Certified Lotus
Professional in Domino System Administration.
Harry Blumenstock is a Technical Marketing Support Representative in the
IBM/Lotus Integration Center in Boeblingen, Germany. He is a member of
the Domino Messaging Integration team, with 21 years of IBM experience.
He specializes in LAN e-mail coexistence and migration, providing pre-sales
technical support as well as delivering technical workshops. Before joining
the ILIC, he supported several gateway products that establish coexistence
between host-based and LAN-based messaging systems. Job assignments
included a four-year stay in the United States. Harry Blumenstock has more
than seven years of experience in the area of Lotus Notes and related
products.
Kevin OConnell is a Senior Technical Engineer at Lotus Development in
Canberra, Australia. For the past three years, he has worked as a Field
Service Engineer for Lotus. He specializes in the design and deployment
of enterprise coexistence and migration projects, in roles which cover both
strategic planning and the operational implementation. Prior to joining
Lotus, Kevin OConnell was involved in designing and implementing large
cc:Mail infrastructures.
Thanks to the following people for their invaluable contributions to this
project:

Brandon Coker, Lotus Development

Feridon Farokhnia, IBM/Lotus Integration Center (very special thanks to


Feridon!)

Glenn Matsuda, Lotus Development

vi Moving from cc:Mail to Lotus Domino R5

Comments welcome
Your comments are important to us!
We want our redbooks to be as helpful as possible. Please send us your
comments about this or other redbooks in one of the following ways:

Fax the evaluation form found at the back of this book to the fax number
shown on the form.

Use the online evaluation form found at


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

Send your comments in an Internet note to


redbook@us.ibm.com.

Preface vii

viii Moving from cc:Mail to Lotus Domino R5

Chapter 1
cc:Mail basics
cc:Mail is a cross platform, LAN-based messaging system. Configured and
monitored correctly, it is stable and provides reliable message delivery.
It is a store-and-forward mail system that uses file locking to control
message flow.
As a product, cc:Mail can be divided into three sections:

Front end (the client)

Back end (the post office)

Administration utilities (maintenance tools)

This chapter provides an overview of some basic cc:Mail concepts.


The following topics are covered:

What is the front end software

What is a cc:Mail post office

What are the administration utilities

Compatibility between versions

What is Automatic Directory Exchange (ADE)

What are calllists

cc:Mail directory terminology

Aliases

Considerations before the migration

Summary

What is the front-end software


The cc:Mail client is the front-end software you would use to access the post
office. It lets you create, send, save, and receive messages. There are a
number of versions currently on the market, which include 16-bit and 32-bit
clients. The client software can be run from either a network server or from a
local machine.
Each user has a small number of personal files that must be kept in a
separate personal location.

What is a cc:Mail post office


The cc:Mail post office is a set of files located on a network file server. The
post office is the central repository for cc:Mail messages and addresses. Each
post office has a mail directory that lists all the people and post offices with
which you can exchange mail. It contains all of the individual mailboxes
(files) for local users and for other post offices.
The cc:Mail post office is a file-sharing database. All cc:Mail applications
may share the database, and they rely on the networks file and record
locking environment to do so correctly.
The cc:Mail post office can be broken down further into user files, message
stores, and controlling files.

Compatibility between versions


cc:Mail as a product has developed over the years with the most significant
change happening around two years ago. This was a complete overhaul of
the back-end post office structure. The new post office structure is known
as DB8.
Having a strong backwards compatibility has enabled many cc:Mail
environments to evolve over the years. The following table shows which
clients and administration tools can communicate to which back ends:
DB6

DB8

Client Release 2.x


Client Release 6.0x

Client Release 6.3x

Lotus Domino

Client Release 8.x


Admin tools

X
Release 5.x

2 Moving from cc:Mail to Lotus Domino R5

Releases 6-8

User files
Each user has a separate file for their personal information. In DB6, these
files always started with USR. These files are known as U files within DB8.
The following information is kept within these files:

The users name (as it is known in cc:Mail)

The users cc:Mail password

Personal mailing lists

Personal Internet address (this is for DB8 only in DB6, these addresses
are kept in the privdir.ini file located in the users personal cc:Mail
directory).

A pointer to each message sent or received by the user.

Users can create personal cc:Mail archives. The location of the archives
depends on the setting in the wmail.ini file. In general, by default, the
archives are saved in the users personal cc:Mail directory.

Main message store


Each post office has a main message store. In DB6, this is called MLANDATA,
and in DB8, this is called CCPOMS. This is where a single copy of every
transmitted message is stored.
If a message is sent to multiple users within a post office, only one copy of
the message is stored. Each user will have a separate pointer to the message.
When a message is deleted from a users inbox/folder, the pointer is
removed. Once all pointers have been removed, the message will be deleted
from the message store.

Post office control files


One of the main changes between DB6 and DB8 is the splitting of the
CLANDATA file. This one file controlled all of the following internal post
office information:

Master index

Directory store

Message index

Message allocation table

Free space table

In DB8, this one file has been split into three files: ccpodd, ccpods, ccpomi.

Chapter 1: cc:Mail Basics 3

What are the administration utilities


Tools have been provided to enable cc:Mail administrators to create and
manage post office directories, message flow, database maintenance, and
troubleshooting. Most of these are DOS-based command tools, however, the
later version of Admin (see the following section) is Windows-based. There
are different versions of the tools for different operating systems. The tools
perform the same task no matter what operating system is used.

The Admin utility


Admin is used to perform administration changes to the cc:Mail directory.
This includes adding, deleting, renaming, and relocating users. It is also
used to control calllists, bulletin boards, and mailing lists.

The Router utility


If an organization has multiple post offices spread over multiple floors or
locations, a utility called Router is used to transmit messages between post
offices. The cc:Mail Router is simply an executable that runs on a workstation. The cc:Mail Router moves messages from one post office to another
across a LAN, across phone lines, or across a wide area network (WAN),
using TCP/IP, IPX/SPX, APPC, SPP, or X.25.

What is Automatic Directory Exchange (ADE)


Automatic Directory Exchange (ADE) is responsible for moving
non-message information between post offices, such as directory updates,
bulletin board titles, and mailing list titles. It is not a separate application,
but consists of code found in the Router and Admin applications.
For post offices to exchange updates, they require an ADE relationship.
There are a number of predefined ADE relationships. These ADE relationships, or a combination of them, are generally used in multiple post office
sites.

4 Moving from cc:Mail to Lotus Domino R5

What are calllists


Calllists can be created so that the administrator can control the Router
utility. The administrator can then determine at what time a router initiates
a call, and what priority is used to send messages. Also, message size
restrictions and enforced, for example. Calllists are maintained from within
the Admin program.
If a Router does not have any calllist assigned to it and it has no special
command line parameters, it will sit in a listening state, waiting to be called
by another Router.
If you have multiple Router sessions running on one machine (OS/2 or
NT), calllists let you dictate what sessions are used for calling and what
sessions are used for listening.

cc:Mail directory terminology


Each organization has its own method of assigning users to cc:Mail post
offices. The cc:Mail administrator determines which post offices are
connected directly and which ones are reached by routing mail through an
intermediate post office.
This information is part of the directory information. Each type of directory
entry is given a single-character location type that describes the entrys
relationship to the post office. The following table lists the different location
types:
Type of Entry Description
L

Local directory entry a local user whose mailbox resides on this post
office, and who accesses mail over the network.

A LAN-based user whose mailbox does not reside on this post office.

Mobile directory entry a mobile user whose mailbox resides on this


post office.

A mobile user whose mailbox does not reside on this post office.

Post Office directory entry a post office that communicates to this


post office directly.

A post office that communicates to this post office via another post
office.

Alias directory entry another name that points to an L or R entry.

Another name that points to an l or r entry.

Chapter 1: cc:Mail Basics 5

Aliases
Aliases are created for users who receive mail from two or more different
names. Aliases are sometimes used to temporarily forward mail from one
user to another. Users that are aliased do not need to be located on the same
post office.

Considerations before the migration


When upgrading any environment, the implementation team usually needs
to ensure that all current functionality is provided in the new environment.
This then leads us to the following issues that need to be addressed before
the migration is started:

Gateways the coexistence and migration of all current gateways needs


to be addressed. Some gateways to consider would include SMTP, fax,
pager, and X.400.

Stand-alone Organizer with the integration of calendaring and


scheduling in Notes/Domino, you will need to decide on what happens
to Lotus Organizer. Organizer group scheduling can be migrated with
the back-end migration tools provided by Domino R5, however, standalone Organizer needs to be migrated using the migration database that
comes with the Notes R5 client. This is a user-operated tool.

VIM applications any applications that use VIM calls to the cc:Mail
post office will not work against a Domino directory. Application
developers need time to recode applications so that the applications can
talk to the Domino server. This includes applications that use the cc:Mail
tools Import and Export.

Palm computers will the facility for synchronizing palm computers


with the new Domino environment be required? If so, the distribution
and configuration of tools such as Easysync may be necessary.

Summary
This chapter addresses Domino administrators who require a quick
overview of cc:Mail. We covered the general architecture of the product,
and gave a short description of some of the key administration tools. We also
provided a number of short descriptions of the major cc:Mail terminology.

6 Moving from cc:Mail to Lotus Domino R5

Chapter 2
Installing and configuring the cc:Mail MTA
This chapter describes how your cc:Mail and Domino environments can
coexist using the cc:Mail MTA. The following topics are covered:

Pre-installation tasks

Installing the cc:Mail MTA on Windows NT

Using the Configuration Assistant to configure the cc:Mail MTA

Customizing the cc:Mail MTA configuration

Summary

Pre-installation tasks
Before installing the cc:Mail MTA, there are several tasks you will need to
perform first:
1. If you are upgrading from a previous release of the cc:Mail MTA, make
sure all pending mail messages have been processed. Shut down the
Notes Router, then, a few minutes later, stop the cc:Mail Router or
Routers that communicate with the MTA.
2. Shut down the Domino server.
3. We recommend that you back up the Domino program and data
directories. This information typically resides in the LOTUS\DOMINO
and LOTUS\DOMINO\DATA directories, respectively.
4. Verify that you have Designer access to the Domino Directory.
Note If you are upgrading from a previous release of the cc:Mail MTA,
you also need Designer access to the MTA server database.
5. Make sure you remember your Domino server password if you
specified one.
6. Make sure the Domino domain name is not the same as any post office
name. If it is the same name, the post office will need to be renamed.
7. If you install the cc:Mail MTA on a server where another MTA is already
installed, for example, the SMTP MTA, and you have modified the
MTATBLS.NSF database for that MTA, make a copy of MTATBLS.NSF.
7

To do so, choose File - Database - New Copy. After you have installed
the cc:Mail MTA, reapply the local modifications from the copy to the
MTATBLS.NSF file created by the install process.
8. In a Windows NT environment, ensure that the Domino program
directory (typically C:\LOTUS\DOMINO) is in your path. Otherwise,
install will fail with a message that a DLL cannot be found.

Installing the cc:Mail MTA on Windows NT


The cc:Mail MTA executable programs and the DLLs need to be installed on
the Domino server that directly connects to the cc:Mail hub post office. Other
Domino servers route mail through the MTA using the appropriate design
elements in the Domino directory.
Note All of our tests were performed using cc:Mail MTA Version 4.6.5.
This version can run on either Domino Release 4.6.x or Domino R5. This
release of the MTA is only available for the Windows NT platform. The
cc:Mail MTA can be found on and downloaded from the Lotus Web page
www.lotus.com/migration.
Follow these steps to install the cc:Mail MTA Version 4.6.x on a Domino
server running on Windows NT:
1. We created a temporary directory for the MTA software, and copied the
self extracting executable (cg6mena.exe) file to the temporary directory.
Double-clicking on the file, from within Windows Explorer, will
automatically start the self-extraction.
2. The WinZip Self-Extractor information dialog box is displayed. Click
OK to continue.
3. The next WinZip screen details the location and settings that will be
initiated by the zip process. Once you are happy with these settings,
click Unzip.

8 Moving from cc:Mail to Lotus Domino R5

Note If you deselect the option called When Done Unzipping Run:
SETUP.EXE, the install process will stop after the files have unzipped.
You will then have to manually start the process by double-clicking on
the SETUP.EXE.
4. A prompt will appear once the unzip has finished. Click OK.
5. Setup displays a Welcome dialog. Click Next.
6. The following screen tells you to shut down your Domino server if it is
still running. It also warns you to back up the MTATBLS.NSF file if you
have modified it, for example, to install the SMTP MTA.

7. If you already have a backup of the file, or do not require a backup,


click OK to continue setup. Otherwise, exit the install, back up the file,
and start the install procedure again.
8. Ensure that the default directories displayed are correct. If these
directories are not correct, click No, and follow the instructions in the
section titled Pre-installation tasks earlier in this chapter.

Chapter 2: Installing and configuring the cc:Mail MTA 9

9. The next dialog box informs you of the space required to install the
MTA, and the space available on the machine. It also gives you the
option of a typical install and a custom install.
Note Use typical install unless you have a specific need to perform a
custom install.
10. We selected the custom option to demonstrate what options are
available. Click Next to proceed.

11. The Lotus Notes cc:Mail MTA files are copied to your Domino server.
The graphic on the left of the screen shows you the progress of the files
being transferred.
When setup displays the message saying Setup has completed
successfully, click OK.
12. If you created a backup of the MTATBLS.NSF before you started the
Setup program, add the newly installed MTATBLS.NSF to your Notes
desktop (File - Database - Open). Then apply the changes to your backup
copy of MTATBLS.NSF using copy and paste, and replace the new
MTATBLS.NSF file with your modified backup copy.

Using the Configuration Assistant to configure the cc:Mail MTA


You are now ready to configure the MTA. This configuration can be split
into two sections:

Configuring the Domino server

Configuring the cc:Mail post office

10 Moving from cc:Mail to Lotus Domino R5

Configuring the Domino server


The Domino-related setup tasks involve editing or creating four documents,
the Domino server, cc:Mail Post Office server, Domain, and Connection
documents, in the Domino Directory for the domain in which you installed
the MTA. These documents provide the information required to route mail
messages and directory information between cc:Mail and Domino. The
documents also provide the information needed to run and customize the
operation of the MTA.
By replicating the Domino Directory among the other existing servers within
the Domino domain, all the Notes users within that domain can exchange
mail with the cc:Mail users. Therefore, you do not need to install the MTA
on all the Domino servers within your domain. However, if there is a
requirement for advanced MTA design, you will need to install the MTA
on all the required Domino servers.
Adding the Configuration Assistant database
One of the databases supplied at the time of the cc:Mail MTA install is the
Configuration Assistant. This database will step you through a standard
cc:Mail MTA configuration.
Follow these steps to add this database to your workspace:
1. Ensure the Domino server is running.
2. Start your Notes client.
3. Choose File - Database - Open to add the following databases to your
bookmarks:
cc:Mail MTA Config Assistant
cc:Mail MTA Administrators Guide
cc:Mail MTA 4.6.5 Release Notes.

Chapter 2: Installing and configuring the cc:Mail MTA 11

4. Click Open. This opens the cc:Mail MTA Config Assistant database. You
may get the following message:

5. Click Yes. The view pane of the Configuration Assistant database shows
the following information:

Note We are using cc:Mail MTA Release 4.6.5 even though the figure in
the upper left hand indicates cc:Mail MTA v2.0.
Read the information displayed, especially the Information You Need to
Gather section. Ensure you collect all of the required information, such
as the correct cc:Mail TCPIP ports and addresses.
6. Once you have finished reading, click the Continue button at the top of
the view pane. Notice that a checkmark appears next to the Before You
Begin section in the navigator pane.

12 Moving from cc:Mail to Lotus Domino R5

Specifying a Public Address Book


You are automatically taken to the Specify a Public Address Book section.

Note In Domino R5, the Public Address Book is called Domino


Directory.
1. Click Specify a Public Address Book. A dialog box asks you to select the
server on which the MTA is installed. In our case, it was
MTASRV1/ILICDOM.

2. Click OK. The Enter PAB Filename dialog box appears. Type the path
and file name of the servers Public Address Book, and make sure to
include the .NSF file extension.

Chapter 2: Installing and configuring the cc:Mail MTA 13

3. Click OK. A checkmark appears next to the Specify a Public Address


Book section. You are automatically taken to the Set Up or Select the
MTA server section.

Selecting the MTA server


Follow these steps to select the MTA server:
1. Click the Specify the MTA Server button at the top of the view pane. On
the following dialog box, select the name of the Domino server where
the MTA is installed. In our example, this was MTASRV1/ILICDOM.

14 Moving from cc:Mail to Lotus Domino R5

2. Click OK. The MTA Server form is displayed in the view pane of the
Configuration Assistant. Notice how the Set Up or Select the MTA server
section in the navigator pane has changed to reflect the selected server
name. In our case, it now reads: MTA Server: MTASRV1/ILICDOM.

3. Click the Edit Document button to go into edit mode.

Chapter 2: Installing and configuring the cc:Mail MTA 15

4. The pre-filled field values are based on defaults pulled from the Domino
server. We left the cc:Mail MTA Password field unchanged. We changed
the cc:Mail MTA Work Path field to show c:\lotus\domino\data\
ccmta_work, which was the work directory we had previously specified.
Note For better performance and availablity, it is recommended not to
specify the work path on a network drive.
Caution The work path must already exist. Otherwise, the MTA will
report an error when attempting to load.
5. Ensure the Foreign cc:Mail Domain field shows the appropriate value.
This is used when a cc:Mail user sends a message to a Notes user. If the
cc:Mail user is not in the Public Address Book, the MTA will append this
foreign domain name to the senders name. This ensures that the mail
item can be sent back if the recipient chooses to reply.
In our case, the name of the foreign cc:Mail domain was
ccMTA-MTASRV1.
6. Click the arrow next to Protocol to display the available options.

7. The Protocol field specifies the network protocol the MTA will use to
communicate with the cc:Mail post office. The MTA must communicate
on the same protocol as the cc:Mail Router. The options that are
available are SPX, TCP/IP at port address Port 21, or TCP/IP at port
address Port CC0.
Note All versions of Router prior to Version 5.14 use Port 21. Router
5.13 can use either Port 21 or Port CC0. Beginning in 5.14, the default
port number is CC0. This change was introduced because other
applications sometimes used Port 21.
8. We selected TCPIP Port CC0.
9. Click OK.

16 Moving from cc:Mail to Lotus Domino R5

10. Click the arrow next to Message Conversion to display the options
available for the Services available Field.

11. Select the type of conversion you want. You can choose one of the
following conversion types:
Message Conversion
Message Conversion and Directory Conversion
Message Conversion and Directory Conversion and Bulletin Board
Conversion
We selected Message Conversion and Directory Conversion.
12. Save and close the document. A checkmark has been placed next to
MTA Server: MTASRV1/ILICDOM.

Chapter 2: Installing and configuring the cc:Mail MTA 17

Specifying a post office


Domino views the cc:Mail topology as a series of Domino servers within the
Domino domain. Therefore, you need to create a definition within Domino
that this cc:Mail environment exists. You do this by adding a document that
is called a cc:Mail Post Office Server document.
1. Click the Specify a Post Office button at the top of the view pane to start
providing post office information.
2. On the following dialog box, enter the name of the post office that the
cc:Mail MTA will connect to. This is usually the top-most post office in
the cc:Mail topology, sometimes referred to as the hub post office. In our
example, we typed ILIChub.

3. Click OK. This opens a form that lets you specify information for the
cc:Mail Post Office Server document.

18 Moving from cc:Mail to Lotus Domino R5

4. We had to modify some of the values displayed.


We typed a value for the cc:Mail call password to be used from your
cc:Mail post office.
Tip To determine the call password for the post office, run Admin
against the post office. On the main screen of Admin, the call password
is shown in the Post Office section. If it is blank or greyed out, it is the
same value as the post office password.
5. Specify a value for the cc:Mail Subnet Name field.
Note A cc:Mail subnet is analogous to a Notes Named Network. The
name you specify must be different from any other Notes Named
Network you already have in place. It also must be different from any
existing Domino server name or Domino domain name. It cannot be left
blank.
We changed the cc:Mail subnet name to ILIChub-subnet-tcpip.
6. Click the arrow next to Propagation Type to display the available options.

The following options are available


Broadcaster
Division
Enterprise
None
7. We selected Broadcaster. Click OK.
Note Depending on the number of MTAs in your domain and in the
cc:Mail topology, you can specify a propagation type other than
Broadcaster. For more details on this topic, refer to Chapter 6 in the
redbook The Next Step in Messaging: Upgrade Case Studies for Lotus cc:Mail
to Lotus Domino and Lotus Notes, Lotus part number 12992, IBM order
number SG24-5100.
Chapter 2: Installing and configuring the cc:Mail MTA 19

8. The check box next to Do you want to turn on call scheduling for this
post office? will initiate calls from Domino. By default, the MTA calls
the post office once every six hours between 8 AM and 10 PM, seven
days a week. After you finish using the Configuration Assistant, you can
modify this schedule by editing the Connection document for this post
office.
9. The Protocol field shows the transport method you will be using to
connect cc:Mail and Domino. This is a non-editable field, and the value
is automatically gathered from the Server document.
10. In the Net Address field, type the network address of the machine where
your cc:Mail Router is running. In our example, we specified a TCP/IP
address.
11. The Target Public Address Book field should show the file name of the
Domino Directory into which the cc:Mail directory will be populated.
This does not have to be the main Domino Directory. It can also be a
secondary directory, cascaded under the main Domino Directory.
12. The Source Public Address Book field should show the file name of the
Domino Directory from which the cc:Mail directory will be populated.
There can be multiple address books listed here.
13. Save and close the document. You can now see a checkmark next to
Provide post office information ILIChub.

20 Moving from cc:Mail to Lotus Domino R5

Note The Configuration Assistant has also created the following two
documents:
A Connection document for the cc:Mail post office
A Foreign Domain document to route mail to cc:Mail users whose
names are not in the Domino Directory.
Updating the Public Address Book
The following steps apply the proposed changes to the Domino Directory.
1. Click the Continue button to move to the next step, which is Upgrade the
Public Address Book.
2. Click Yes to confirm that you want to update the Public Address Book.
3. Click OK on the dialog box which tells you that the Public Address Book
has been updated.
4. Scroll down the view pane of the Configuration Assistant and check for
changes listed in the Public Address Book Changes section.
Starting to set up the MTA in cc:Mail
Next, you need to set up the MTA in cc:Mail. Click the Continue button. The
view pane gives you instructions on how to set up the MTA in cc:Mail.

Chapter 2: Installing and configuring the cc:Mail MTA 21

Configuring the cc:Mail post office


Follow these steps to configure the MTA in cc:Mail:
1. Go to your cc:Mail post office machine. In our case, this was ILIChub.
2. Bring up Admin.
Note We used cc:Mail Admin 8.5 to perform these tasks.
3. Choose manage Mail directory.
4. Add a post office of the same name as your Domino domain. In our case,
this was ILICDOM.
5. Make sure that you do not already have an existing post office of the
same name.
6. Set the location as a post office (P).
7. To specify the cc:Mail address, type the network address of the Domino
server where the MTA is installed. In our case, we specified a TCP/IP
address. You would specify this address only if your cc:Mail Router calls
the MTA.
8. Set the Propagation Type to be the same as you set in the Post Office
document in the Domino server. In our example, we set this to
Broadcaster.
Note In those cc:Mail configurations where the default ADE profile for
the post office has been set to Subordinate, you need to change the
default to None before setting the propagation type to anything different
than Subordinate. If the default remains at Subordinate and you are
specifying a different propagation type for a new post office entry, then
the ADE will not work properly. You can change the default ADE back
to the original value after you have finished adding the new post office.
Also, if a ~ADE_Mailbox post office entry exists in your cc:Mail
directory, the ADE messages will be captured by this post office and will
be propagated depending on the calllist settings in your cc:Mail post
office. You may need to check the calllist settings for this entry, when
you set up a coexistence environment between cc:Mail and Domino, and
change the call time to more frequent intervals in order to see the results
immediately.

22 Moving from cc:Mail to Lotus Domino R5

Note If you are planning to synchronize Public Mailing Lists into


Domino, some custom changes need to be made to the propagation
settings. Details on these settings can be found later in this chapter in the
section titled, The cc:Mail Post Office document.
9. Exit Admin and type y for yes to propagate your ADE changes.

Customizing the cc:Mail MTA configuration


In this section, we will look at the finer points of configuring the cc:Mail
MTA.
For the cc:Mail MTA to work correctly, four Server documents in the
Domino Directory need to be updated or created. The Configuration
Assistant creates these documents for you, however, sometimes you need to
fine-tune the configuration to better suit the environment.
The four documents that need to be changed are:

The cc:Mail MTA Server document

The cc:Mail Post Office document

The Connection document

The Foreign cc:Mail domain document

The following sections describe how to customize these documents.


Chapter 2: Installing and configuring the cc:Mail MTA 23

The cc:Mail MTA Server document


Perform the following steps to change the cc:Mail MTA Server document:
1. Using the Domino administration client, select the cc:Mail MTA Server
document from the All Server Documents view from the Configuration
tab.

2. Open the server document. In our example, this was


MTASRV1/ILICDOM.
3. From the Basics tab, check that the Routing tasks field has both Mail
Routing and ccMail Routing specified. If either one does not appear,
click the arrow to display the available options, and select the required
setting.

24 Moving from cc:Mail to Lotus Domino R5

4. Click the MTAs tab, then the cc:Mail MTA tab. In our example, the
General section is displayed:

5. In the General section, note the Active message retries field, which sets
the number of times that the cc:Mail MTA attempts to reprocess an
active message on restart before it moves it to the Bad Message queue in
the CCMCWQ.BOX file. This number should be set to 1 or 2.
6. The Loop detection field in the Control section tracks how many times a
message can bounce between cc:Mail and Domino. The default is 10.
7. When the Send administrator notice of NDNs field is Enabled in the
Control section, the cc:Mail MTA administrator receives notification
whenever the cc:Mail MTA generates a Non Delivery Report for a
message. The default is Disable.
8. The Process Timeout Control section lets you define the number of
minutes before the cc:Mail MTA will restart once it has come across a
problem.
The Warning Message Timer field specifies the number of minutes that
the cc:Mail MTA will wait to hear from an MTA process before it logs a
warning message indicating that the process is not responding.
The Restart timer field specifies the number of minutes that the cc:Mail
MTA will wait to hear from a non-responsive process before it initiates
a restart. This setting takes effect only after the Warning Message Timer
has expired and if cc:Mail MTA Restart is enabled in your configuration.
This value should be at least twice the value of the Warning Message
Timer. Lotus recommends setting the Restart timer to a minimum of
30 minutes.
Chapter 2: Installing and configuring the cc:Mail MTA 25

Note For information on the auto-Restart feature of the MTA, refer to


the cc:Mail MTA Administrators Guide in the section titled, About
auto-restart of the MTA.
9. Use the Enable compaction, Start compaction at, and Perform
compaction every fields to automatically remove unusable space in the
work queue database (CCMCWQ.BOX) and in the mailbox on the
cc:Mail MTA server (CCMAIL.BOX).
10. The options in the Queue monitoring section enable you to set thresholds
of delayed mail. If these thresholds are met, an event will be created, thus
providing statistics and events for the cc:Mail MTA outages.
Note The settings for these fields depend on the volume and the types
of messages that are typical for your system. If your mail volume is
large, or if you frequently have messages that take a long time to
process, you will want to set these values to be larger numbers.

11. Scrolling further down, we come to the Message Conversion


Configuration section.

26 Moving from cc:Mail to Lotus Domino R5

12. The first part of this section, Control, is used to set general configurations. A useful feature in this section is the message size limit. This lets
you control the size of messages as well as the time range within which
those large messages can be passed between cc:Mail and Domino.
13. The Inbound Conversion and Outbound Conversion sections control the
messages being sent from cc:Mail to Notes and from Domino to cc:Mail,
respectively. The settings in these sections are used to ensure that cc:Mail
users can read the messages they have received from Domino, and the
other way round. We will only point out three fields from these sections:
Number of inbound message processes
This is the number of inbound (cc:Mail to Notes) message conversion
processes that the MTA will start up at initialization. The default
value is 1.
Number of outbound message processes
This is the number of outbound (Notes to cc:Mail) message
conversion processes that the MTA will start up at initialization. The
default is 1.
The combined total of the inbound and outbound message processes can
be no larger than 16. How this is split depends on your specific
environment.
cc:Mail forward information handling
This setting applies only to messages received from cc:Mail. Use this
field to set how the cc:Mail MTA handles the forward history
generated by cc:Mail. The default is to embed the forwarding history
in the message.
14. Scroll down and expand the Directory Conversion Configuration
section. It looks like this:

15. The Directory Log Level field shows the severity, or log level, of the
directory conversion messages that the MTA writes to the Notes log.
16. You would specify a value in the Propagation of names field if you use
the MTA to connect two or more post offices through a multi-domain
Notes backbone, and if you also use different user name formats in the
two post offices. This field works in conjunction with the field titled
User name format in cc:Mail messages in the Domino Server document.
For more information, refer to the cc:Mail: MTA Administrators Guide in
the section titled, About customizing information exchange.
Chapter 2: Installing and configuring the cc:Mail MTA 27

17. Registered Notes users on cc:Mail field: If you enter information on your
cc:Mail users into the Domino Directory without using directory
conversion, and then try to synchronize the directory with a cc:Mail post
office, directory conversion may consider the cc:Mail names in the
Domino Directory to be of Notes origin and will reject the changes
intended for those users.
To force directory conversion to accept changes for cc:Mail users that
already appear in the Domino Directory as Notes users, enable
Registered Notes users on cc:Mail in the Server document before you
begin using directory conversion. This setting allows directory
conversion to update the Person documents for the cc:Mail users in the
Domino Directory with the necessary information when you use
directory conversion for the first time.
18. The field titled Build Notes short name for cc:Mail users is disabled by
default, however, it should be enabled if you require every user to have
a short name. This will add a short name for those users that are
propagated to Domino from cc:Mail. The short name will always follow
the format of first initial of the first name, followed by the last name of
up to 8 characters.
19. Apply all directory update messages field: By default, each time the
update messages process initiates, it will apply only the first update
message. Enabling this option means that all update messages that are
queued will be applied. Note that this extra workload may slow down
the message conversion tasks.
20. The next twisty that can be expanded is the Bulletin Board Conversion
Configuration. In this section, you can set the bulletin board log level
and the bulletin board conversion processing interval.

21. Scroll down and expand the Message Transport Configuration section. It
looks like this:

22. If required, this is where you can change the protocol you are using to
communicate between cc:Mail and Domino.

28 Moving from cc:Mail to Lotus Domino R5

23. You can also modify the number of inbound and outbound sessions. This
will depend on the number of listening and calling sessions that you have
in cc:Mail. The total number of inbound and outbound sessions cannot
exceed 16. For example, you can specify either 16 outbound sessions and
0 inbound sessions, or you can specify 8 outbound and 8 inbound
sessions.
24. The Number of Data Connection Lost retries setting lets you specify the
number of times that the MTA will attempt to resend a message that
causes a Data Connection Lost (DCL) to be generated by the cc:Mail
Router before it will move the message to the bad message queue in the
ccmcwq.box file. If this field is set to zero, then messages will continue to
be retried, but not moved to the bad message queue.
This enables mail to continue to flow, while saving the message so the
administrator can resolve the problem.

The cc:Mail Post Office document


We are now going to step you through the Post Office document.
1. Open the All Server Documents view on the Configuration tab.
You will notice that a document has been created by the cc:Mail
MTA Configuration Assistant. It looks like this:

2. Double-click on the Post Office document to open it.

Chapter 2: Installing and configuring the cc:Mail MTA 29

3. The Post Office Code Page field located in the Basics section only
requires changing if the post office that the cc:Mail MTA is connecting
to does not have code page 850 (International English) specified.
4. If your cc:Mail users are using Release 8 of the cc:Mail client, you can
enable the cc:Mail Rich Text Conversion Support field. If your post
offices are still DB6, then rich text is not supported.
5. Scroll down the post office document to view the next sections.

6. In the Basics part, the ADE Connected PO field shows the name of the
post office from which ADE updates destined for Notes will come. In
our case, this was ILILhub.
7. In the Full Name Propagation field, you can specify the way Notes user
names appear in the cc:Mail post office. Select Last(Comma) First Middle
if you want directory conversion to compose a post office directory entry
for each Notes user using the contents of the Last name, First name and
Middle initial fields of the corresponding Person document. The other
options are First Full Name, First Hierarchical Name, and Nth Full Name.
30 Moving from cc:Mail to Lotus Domino R5

8. If you select Nth Full Name in the Full Name Propagation field, you
must enter a number in the Nth Full Name Prop field. For example, if
you want to use the third full name listed in the User name field in each
Person document for the name of each Notes user to be converted to a
cc:Mail directory entry, you would type 3 in the Nth Full Name Prop
field.
If you choose to use Nth Full Name and if that full name does not exist
in the users Person document, the cc:Mail MTA will use the last full
name.
9. In the Filters part, you can limit what directory entries get propagated
between cc:Mail and Notes. You can control such things as domains,
servers, and post offices.
10. Scroll down a bit and check the Propagation part of the Directory
Conversion Configuration section.

11. Under Propagation Notes to cc:Mail, the default for Mail-In Databases is
Disabled. This does not allow cc:Mail users to send mail to Notes mail-in
databases.
12. The default for Group (to cc:Mail Mailing Lists) is Disabled. This does
not allow cc:Mail users to send mail to users in Notes groups.
Note Notes group names are propagated to cc:Mail as mailing-list
titles. If you decide to enable groups to propagate between cc:Mail and
Domino, you will need to make some custom ADE propagation changes.
You will need to open the post office entry (P) for your Domino domain
on the cc:Mail connected post office and change the propagation settings
to send and receive mailing lists (L).
13. Under Propagation cc:Mail to Notes, the default for Mailing Lists (to
Notes Groups) is Disabled. This does not allow Notes users to send mail
to users listed in cc:Mail mailing lists.

Chapter 2: Installing and configuring the cc:Mail MTA 31

14. Alias names are propagated to Notes so that Notes users can address
mail to cc:Mail users using their cc:Mail alias names.
Note A separate Person document is created for each alias name.
Therefore, we recommend turning off the propagation of aliases.
15. When the Lotus Organizer information field is enabled, the Organizer
information will be propagated from one system to another. In the case
of cc:Mail to Notes propagation, the contents of the Organizer comment
fields will appear in the Person document in Notes as a hidden field.
If you are planning for either coexistence between Organizer and
Notes/Domino, or migration of Organizer data to Notes, then you
should enable this option.
16. Scroll down a bit and check the Message Transport Configuration
section. The cc:Mail MTA Configuration Assistant should have correctly
populated the settings in this section.

The Connection document


Perform the following steps to fine-tune the Connection document:
1. In the navigator pane, under Messaging, open the Connections view. It
looks like this:

2. Open the Server connection document that the Configuration Assistant


created for ILIChub. In our case, it looked like this:

3. Under the Basics tab, the Connection type field should show a value of
cc:Mail.
4. The Source server field should show the name of the Domino server that
is running the cc:Mail MTA.
32 Moving from cc:Mail to Lotus Domino R5

5. The Source domain field should show the name of the Domino domain
that is running the MTA.
6. The Use the port(s) field should show the port used by the MTA to
connect to the post office.
7. The Destination post office field should show the name of the cc:Mail
post office to which the MTA will connect.
8. The Destination domain field should show the name of the Domino
domain that is running the MTA.
9. Select the Schedule tab. It looks like this:

10. In this section, you may want to change the Repeat interval of field to
better reflect the needs of your environment. For the purpose of our test
environment, we changed it to a very low value so that we could quickly
test connections as required.
Tip You may want to set up multiple Connection documents if you
want the MTA to call Router more frequently during peak times, for
example, and less frequently during off-peak times.
However, avoid overlapping Connection documents that contain the
Call Post Office task. The cc:Mail MTA can use only one outbound
calling session for a specific post office, and conflicts between
Connection documents can cause unexpected calling behavior.
11. The cc:Mail tab should look like this:

Chapter 2: Installing and configuring the cc:Mail MTA 33

12. The Configuration Assistant will update the Tasks settings. If you
require, you can change this setting by displaying the available options.
The following keyword box appears.

13. Select the options that you require and click OK.
14. If you have made changes, save the document, then close it.

The Foreign cc:Mail Domain document


Perform the following steps to fine-tune the Foreign cc:Mail Domain
document:
1. In the navigator pane, under Messaging, open the Domains view.

The Configuration Assistant has created a Foreign Domain document to


route mail to cc:Mail users who are not in the Domino Directory.

34 Moving from cc:Mail to Lotus Domino R5

2. Open the document for ccMTA-MTASRV1. There are only two settings
in this document that can be changed. These can be found in the Mail
Information tab. It would be very unusual to have to change either of
these settings. In our case, it looked like this:

Summary
This chapter first provided information on the tasks you would typically
complete before installing the cc:Mail MTA.
We then described how to install the cc:Mail MTA on Windows NT, and
how to use the Configuration Assistant to configure the MTA. This process
consists of a number of steps to be performed on both the Domino server
side as well as the cc:Mail post office side.
Finally, we documented how to fine-tune the configuration by changing
specific values in several documents created by the Configuration Assistant.

Chapter 2: Installing and configuring the cc:Mail MTA 35

Chapter 3
Operating the cc:Mail MTA
In this chapter, we will look at everyday operations of the cc:Mail MTA.
The following topics are covered:

Connectivity between cc:Mail and Domino

Synchronizing the two directories

Bulletin board coexistence

Public mail list titles

Connectivity between cc:Mail and Domino


In the previous chapter, we described how to configure the cc:Mail MTA in
both Domino and cc:Mail. We are now ready to initiate the first connection
between the two environments.
Either the cc:Mail MTA or the cc:Mail Router can initiate the connection. In
our case, we let the cc:Mail Router perform this task.
Note For the cc:Mail MTA to initiate the connection, the settings in the
Connection document are used.
1. To load the cc:Mail MTA, at the Domino server console, type load ccmta.
A number of tasks will be started, as shown in the following figure:

37

2. It is advisable to add the MTA as a server task to the NOTES.INI file on


the Domino server. To do so, open the NOTES.INI file in edit mode and
go to the Server Task line. At the end of the line, add ccmta. Next time
the server starts, the MTA will load automatically.
Tip You can stop the MTA by typing tell ccmta q.
3. In cc:Mail, we created a calllist entry that will initiate a call from cc:Mail
to Domino every 5 minutes. It looks like this:

4. The cc:Mail MTA will automatically accept the connection from the
cc:Mail Router. It knows that the call comes from the cc:Mail Router
because the call is made on TCPIP Port CC0. This connection will send
both inbound and outbound messages, as shown in the following figure:

The cc:Mail Router will continue calling the cc:Mail MTA every five
minutes. This time frame can be adjusted depending on the amount of
mail flowing between the two environments.

38 Moving from cc:Mail to Lotus Domino R5

Synchronizing the two directories


To enable easy addressing of messages between Domino and cc:Mail, we
need to populate the Domino Directory with the cc:Mail user names and
then populate the cc:Mail directory with the Domino users.
Before you transfer directory information from cc:Mail to Domino, and from
Domino to cc:Mail, now is a good time to review the contents of both
directories.
Over a period of time, a number of inconsistencies can occur in both
directories. For example, local accounts can be created that are never used.
Maybe several employees have left the company, but the administrators
were not notified. These and many other scenarios can leave a large number
of out-of-date directory entries.

Populating the Domino Directory with cc:Mail names


To populate the Domino Directory with the cc:Mail directory entries, follow
these steps:
Important It is advisable to make a backup copy of both the cc:Mail hub
post office and the Domino directory before you start.
1. You may want to confirm that the propagation settings are correct in
both cc:Mail and Domino before proceeding.
In Domino, the propagation settings can be found in the Directory
Conversion Configuration section of the cc:Mail Post Office document.
In cc:Mail, it is a field that can be set within the Domino domain entry
that can be located in the cc:Mail directory. In our scenario, we
configured both the setting in the cc:Mail Post Office document as well
as the field in the Domino domain entry to be Broadcaster.
2. Directory synchronization can be scheduled using the cc:Mail calllist or
Domino Connection documents. Directory synchronization is, for the
most part, a one-time operation. Once the directory is brought over, it is
maintained through ADE.
In our example, we had the MTA perform a one-time call to the cc:Mail
Router.
Note To perform the initial directory synchronization, you could also
use the cc:Mail Router to make an express call into the MTA.
3. To initiate the directory synchronization, there is a series of commands
you need to type at the Domino server console. First, type:
tell ccmta request po_name (in our case: ILIChub)

The cc:Mail MTA will create a request for synchronization (from


ILIChub in our example).
Chapter 3: Operating the cc:Mail MTA 39

4. When the directory conversion displays a message indicating that it has


finished processing, initiate a call to the cc:Mail post office to send the
request by typing:
tell ccmta call poname=po_name (in our case: ILIChub)

5. The cc:Mail Router receives the synchronization message and creates an


ADE (Automatic Directory Exchange) which is then sent back to the
cc:Mail MTA.
Note Depending on how long it takes to build the ADE messages, the
ADE may not get sent back to the cc:Mail MTA in the current
connection. If this occurs, just initiate another call between Domino and
cc:Mail.
Domino will receive the ADE message as it would any normal messages.
6. To process the message you previously received from cc:Mail, type:
tell ccmta applyade

The Domino server applies the ADE messages, which creates a Person
document in the Domino Directory for each cc:Mail user.
This is what the synchronization process looks like:

Note The applyade is scheduled to run automatically. The setting can


be found in the Directory Conversion Configuration section of the MTA
tab in the Server document. By default, it is set to every 10 minutes.
Tip If the cc:Mail MTA indicates that it failed to apply some of the
users, you can investigate what users were affected and what the
problem was by looking in the Domino log on the cc:Mail MTA.
7. To make sure all of the users have completely synchronized into the
Domino Directory, open the People view from the People & Groups tab.
All of the cc:Mail users will be listed among the Domino users.

40 Moving from cc:Mail to Lotus Domino R5

The mail tab on a Person document for a cc:Mail user will look like this:

8. During the first synchronization, post offices that arent directly


connected to the Domino server will also synchronize into the Domino
Directory. A Server (Post Office) document is created for each post
office. To check that this occurred correctly, look at the All Server
Documents view in the Server section of the Configuration tab. It should
look like this:

Chapter 3: Operating the cc:Mail MTA 41

Populating the cc:Mail directory


To enable cc:Mail users to send mail to Domino users, we must populate the
cc:Mail directory with the entries for the Domino users.
An express call from cc:Mail to Domino is used when this process is initiated
from cc:Mail. Here we will discuss the process when it is initiated from
Domino.
1. From the Domino server console, type the following command:
tell ccmta sync po_name (in our case: ILIChub)

This command generates an ADE message that includes the names of all
the Notes users listed in the Directory. This message is stored in the
CCMAIL.BOX database file.
2. The synchronization message must be sent to cc:Mail, which can be done
by typing the following:
tell ccmta call poname=po_name (in our case: ILIChub)

The synchronization message is pushed to the cc:Mail Router, and the


cc:Mail Router applies the ADE update to ILIChub.
Note If the directly connected post office is using an ~ADE-Mailbox,
the synchronization message will not be applied until the ~ADE-Mailbox
is next scheduled to run.
The synchronization process may take several hours if you have a large
Domino Directory or cc:Mail directory. Its not just the updating of people
documents, but also the Directory may require reindexing.

Bulletin board coexistence


There is a difference between the coexistence of bulletin boards and the
migration of bulletin boards. For coexistence, you enable messages to flow
from cc:Mail bulletin boards to Domino discussion databases and vice versa.
The migration of bulletin boards involves moving the messages out of the
bulletin boards and into a discussion database.
For bulletin board messages to flow between cc:Mail and Domino, some
configuration changes are required on both sides.

42 Moving from cc:Mail to Lotus Domino R5

cc:Mail MTA server configuration


Follow these steps to set up bulletin board propagation.
1. Open the cc:Mail MTA Server document in edit mode.
2. In the cc:Mail Message Transfer Agent (cc:Mail MTA) section, under
General, specify the option called Message Conversion and Directory
Conversion and Bulletin Board Conversion in the Services available
field. It looks like this:

3. In the Bulletin Board Conversion Configuration section, you may also


want to set the log level and polling time. In our example, it looked like
this:

Important Once configured, bulletin board messages flow from cc:Mail


to Domino as regular bulletin board messages. This means that the
cc:Mail Router needs to exchange both mail messages and bulletin board
messages by using EXCH/MBD. However, messages posted in the MTA
Bulletin Board Exchange database that need to be sent from Domino to
cc:Mail depend on the polling frequency defined in the cc:Mail MTA
Server document. Bulletin board deletions that flow from Domino to
cc:Mail also depend on this polling time. If you have heavy bulletin
board message traffic from Domino to cc:Mail, you may want to reduce
the polling time interval. The default is 10 minutes.

Chapter 3: Operating the cc:Mail MTA 43

4. Open the cc:Mail Post Office Server document of the post office your
cc:Mail MTA connects to in edit mode.
5. In the Propagation section, enable Mail-In databases from Notes to
cc:Mail and enable Bulletin Boards from cc:Mail to Notes, as shown in
the following figure:

cc:Mail post office configuration


Follow these steps to configure the cc:Mail post offices:
1. Using cc:Mail Admin, open the post office that your cc:Mail MTA
connects to.
2. Choose the bulletin boards you wish to propagate to the cc:Mail MTA
Bulletin Board Exchange discussion database and add the Domino
domain post office entry to its propagation lists. This is shown in the
following figure:

44 Moving from cc:Mail to Lotus Domino R5

3. Verify that bulletin board title propagation is set to yes.

4. Make sure the Domino domain post office entry is configured to send
and receive bulletin boards. To do so, enable the B flag on the send and
receive side of the propagation settings this is done by default with a
broadcaster-to-broadcaster relationship.
5. Run a directory synchronization between cc:Mail and the cc:Mail MTA
server. This can be done from either the cc:Mail Router or through a
directory synchronization request from the cc:Mail MTA to cc:Mail.
Important Any time you wish to exchange a new bulletin board title
between cc:Mail and Domino, you will need to perform the steps listed
above.

Performing the bulletin board synchronization


Follow these steps to perform the bulletin board synchronization:
1. On the cc:Mail MTA Domino server, type the following command:
tell ccmta applyade

This clears out any ADEs that may be waiting to be applied.


2. From the cc:Mail Router, make an express call, with the following
syntax:
ntrouter Domino_domain_name post_office_path modem/none exch/bs

This command will create a special ADE message that will be sent to the
cc:Mail MTA.
3. From the cc:Mail MTA, type the following command:
tell ccmta applyade

Chapter 3: Operating the cc:Mail MTA 45

This applies the bulletin board titles to the Domino Directory. The
bulletin board titles can be found in the Mail-In Databases and
Resources view of the People and Groups tab, as shown in the following
figure:

Note All the bulletin boards start with a # (the pound sign) and they
all refer to CCMTABBX.NSF as their database. A template for this
database was added when the cc:Mail MTA was installed.
4. The last command that needs to be typed at the cc:Mail MTA console is:
tell ccmta applybbx

This applies the bulletin board messages to the database.

Tip If the bulletin board messages do not get added to the database,
make sure that all the bulletin board titles exist as categories in the
cc:Mail Bulletin Board Exchange database. If this is not the case, go
through the steps outlined in this chapter one more time.

46 Moving from cc:Mail to Lotus Domino R5

Public mailing list titles


Public mailing lists as a whole are not brought into Domino, only the titles
are synchronized into the Domino Directory. This enables Domino users to
send messages to the groups of people that make up the public mailing lists.
They appear as groups in the Domino Directory, and they can be identified
in the group list by a leading #.

Propagating public mailing list titles into Domino


To propagate public mailing list titles into Domino, follow these steps:
1. From a Notes workstation, open the Domino Directory. Open the cc:Mail
Post Office Server document in edit mode.
2. Enable the field called Mailing Lists (to Notes Groups) under
Propagation cc:Mail to Notes to propagate mailing-list titles to Notes.
This is shown in the following figure:

3. Save and close the document.


4. In the cc:Mail post office directory, you have to ensure that title
propagation is set on for the public mailing list you wish Domino users
to have access to.
After you have completed this procedure, you must resynchronize the target
Domino Directory with the cc:Mail post office directory.

Propagating Notes group names to cc:Mail


Each Notes group name propagated to cc:Mail appears as a mailing-list title
in the cc:Mail post office.
To convert the group name to a mailing-list title, the cc:Mail MTA adds a #
(the pound sign) to the beginning of the group name. The cc:Mail MTA can
only support Mail-only and Multi-purpose groups.
Tip The cc:Mail MTA will truncate any group names that exceed 29
characters.

Chapter 3: Operating the cc:Mail MTA 47

If you do not want to propagate all of the group titles into the cc:Mail post
office directory, you can make a small configuration change.
1. Open the Domino Administration client.
2. Select the group you do not want propagated.
3. Change the Foreign directory sync allowed field from Yes to No. This
can be found on the Administration tab.
Once you have selected the groups that you wish to propagate, follow these
steps:
1. Open the Domino Administration client.
2. Open the cc:Mail Post Office document in edit mode.
3. Enable the field called Groups (to cc:Mail Mailing Lists) under
Propagation Notes to cc:Mail. This is shown in the following figure:

4. Save and close the document.


5. You must resynchronize the Domino Directory with the cc:Mail post
office directory.

Summary
This chapter described aspects relating to the operation of the cc:Mail MTA.
First, we covered how to initiate the connection between cc:Mail and
Domino using either the cc:Mail MTA or the cc:Mail Router.
Then we documented how to synchronize the two directories by populating
the Domino Directory with cc:Mail user names and then populating the
cc:Mail directory with Domino user names.
Finally, we provided details on bulletin board coexistence, and how you can
synchronize public mailing list titles into the Domino Directory.

48 Moving from cc:Mail to Lotus Domino R5

Chapter 4
Migrating from cc:Mail to Domino R5 using
Domino Upgrade Services
This chapter discusses one of the migration tools provided by Lotus Domino
R5. We will cover the administrator-based Domino Upgrade Services (DUS).
The migration tools based on the Domino Administrator client enable you
to import cc:Mail users and groups from a selected server-based post office,
register them as Notes users, and migrate the contents of their cc:Mail
mailboxes to Lotus Domino R5 mail files. The tools also convert
Organizer 2.x Group Scheduling files (.OR2 files) to Lotus Notes data.
The following topics are covered in this chapter:

Understanding the Domino Upgrade Services (DUS)

Supported cc:Mail versions

What gets migrated from cc:Mail to Domino?

Notes equivalents for migrated Organizer information

Hardware and software requirements

Preparing to migrate cc:Mail users

Installing the Domino Administrator client with the migration tools

Migrating users from cc:Mail to Lotus Domino

Checking the logs and verifying that the migration was successful

Understanding the Domino Upgrade Services (DUS)


Lotus Domino R5 provides two sets of tools for migrating users from cc:Mail
to Domino: The administrator-based migration tools, which can be selected
as an option when installing the Domino Administrator client, and the end
user Upgrade Wizard, which installs as an option of the Notes client.
The administrator-based tools are also referred to as Domino Upgrade
Services (DUS). The following describes the Domino Upgrade Services.
Using the cc:Mail to Notes migration tool in the Domino Administrator, you
can import cc:Mail users and groups from a selected post office and register
them as Notes users. The migration process:
49

Imports local users, groups and passwords from the post office (users in
the directory whose locations are designated as L or R ) and creates
entries for them in the Domino Directory.

Creates a Notes ID and mail file for imported users

Migrates the contents of mailboxes from the cc:Mail post office server

Converts Organizer 2.x for cc:Mail Group Scheduling files (.OR2 files)
into Notes group scheduling format (.NSF)

The cc:Mail to Notes migration tool supports migrating users who are
currently using the cc:Mail Release 6.3x client. After the migration completes,
the cc:Mail 6.3x client accesses a mail file on the Domino server, rather than a
mailbox on the cc:Mail post office.

Supported cc:Mail versions


There are two versions of the cc:Mail LAN post office database in use. They
are commonly referred to as DB6 and DB8. The cc:Mail to Notes migration
tool lets you migrate data from either database version. Upgrading from
either version of the cc:Mail post office extracts information from the
following:
cc:Mail post office directory The directory contains public post office
information, including the post office name and directory entries, public
mailing lists, and bulletin boards.
Message file The message store file keeps one copy of each message for
all users in the post office. To save disk space, messages addressed to
multiple users are stored just once in this file.
Post office user files The user files contain all private mailbox
information, such as private mailing lists and folders. These files contain
no messages, just pointers to the mail directory and message files.
Organizer 2.x group scheduling files (.OR2 files) For cc:Mail users who
use Lotus Organizer 2.x, the OR2 files contain calendaring and scheduling
information.
Note Since the migration tools work exactly the same with cc:Mail DB6 and
DB8 databases, we decided to use only DB8-based cc:Mail post offices when
we wrote this redbook.

What gets migrated from cc:Mail to Domino?


The cc:Mail to Notes migration tool converts information in a cc:Mail post
office to Notes/Domino, including mailboxes, messages, bulletin boards,
and private and public directories, as shown in the following table.
50 Moving from cc:Mail to Lotus Domino R5

Items in cc:Mail

Migrated to ... / not migrated ...

Archives

Not migrated*

Bulletin boards

Discussion databases

Bulletin board messages on mobile


post offices

Not migrated

Clipboard folder

Not migrated

Folders and subfolders

Folders and subfolders**

Message date

Message date

Message priority

Message priority ***

Messages and attachments in


migrated folders

Messages and attachments ****

Mobile sessions log

Not migrated

Password

Password

Post office directory

Domino Directory

Private mailing lists

Group documents in Personal Address Book +

Public mailing list

Group document in Domino Directory

Read and unread marks

Not migrated ++

Return receipts

Return receipts

Rules

Not migrated

Sender and recipient information

Sender and recipient information

Trash folder

Not migrated

Undeliverable mail reports

Not migrated

*Archives are not migrated by the migration tool in the Domino Administrator, but
after you migrate users, they can run an Upgrade Wizard at their workstations to
migrate their message archives.
**For cc:Mail Release 8 clients, the migration converts nested folders and the
messages they contain.
***The migration tool preserves the message status in cc:Mail messages marked as
Urgent (an exclamation mark appears next to the message in the Notes Inbox or
folder). However, Notes does not assign a special status to migrated cc:Mail
messages that were marked Low priority.
****During migration, rich text attributes such as color, font style, font size,
underlining, boldface, bullets, embedded objects, and doclinks are not preserved.
+Private mailing lists are automatically sent to users in a Notes message attachment.
Users then run an Upgrade Wizard at their workstations to migrate these lists to
their Notes Personal Address Books. The Upgrade Wizard also migrates private
addresses that cc:Mail Release 2.x and 6.x clients maintain locally in the file
PRIVDIR.INI. The Upgrade Wizard does not support migrating private addresses
for cc:Mail Release 8.x clients.
++All migrated messages are marked unread.
Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 51

Notes equivalents for migrated Organizer information


The following table shows the Notes equivalents for migrated Organizer
information.
Organizer record type

Equivalent Notes entry

Comments

Address

Business card in Personal


Address Book

Mailed to user

Alarm

Alarm*

Anniversary

Calendar anniversary

Calendar appointment

Calendar appointment

Call

To Do task

Categories

Category

Migrates first category


listed only

Cost Code

Not migrated

Group Scheduling meeting Calendar appointment


Included section

Not migrated

Link

Not migrated

Notepad page

Personal Journal

Mailed to user

Preference options

Not migrated

Planner event

Calendar event

Repeating entry

Repeating entry**

Rooms and resources

Not migrated

Pending meeting notices***

Not migrated

To Do tasks

To Do tasks

User preferences and


passwords

Not migrated

*An alarm is migrated only if the resulting Notes record type also supports alarms.
**Repeating items migrated to the Notes Calendar use the Notes Release 4.5 repeat
structure, not the R5.0 repeat structure. Repeating entries migrated to the Notes To
Do view appear as individual entries and no longer are designated as Repeating or
include the repeating entry symbol.
***Meeting invitations are migrated only if a user has responded to them. Users need
to process any pending meeting notices they want migrated.

52 Moving from cc:Mail to Lotus Domino R5

Hardware and software requirements


The hardware requirements for the machines on which you are planning to
run the Domino Administrator client and the Notes client are the same as for
any Windows 95/98 or Windows NT workstation.
For the machine you are planning to use to perform the actual migration,
you might consider adding extra memory for performance reasons as well as
an additional hard disk drive with fast I/O to hold large mail files and get
better throughput. The Domino migration tools are I/O intensive.
Keep in mind that in Domino R5, the Notes client is only available for the
following operating systems:

Microsoft Windows 95 or Windows 98

Windows NT

MacIntosh PowerPC systems.

We were running the Domino Administrator client on a Netfinity 3000


system with the following software:

Microsoft Windows NT 4.0 with Service Pack 4

Lotus Domino server R5.0.1a for Windows NT

Lotus Domino Administrator client R5.0.1a for Windows NT

The Lotus Notes client was running on a Netfinity 3000 with the following
software:

Microsoft Windows NT with Service Pack 4

Lotus Notes client R5.0.1a for Windows NT

Note We recommend that you use a dedicated machine to run the Domino
Administrator client to perform the migration. This way, the migration
process will not affect the regular Domino operation nor will it affect mail
and database servers.

Preparing to migrate cc:Mail users


The following tasks need to be completed before the migration process can
be started:

General administrative tasks

Notes and Domino preparation tasks

cc:Mail preparation tasks

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 53

General administrative tasks


Perform the following general administrative tasks:

Determine the order in which to migrate post offices. This should be


your migration schedule.

Decide which types of cc:Mail data to migrate. Migrating certain types of


data, such as bulletin boards, may require additional planning and
preparation.

Verify that you have purchased the appropriate Notes client license for
each cc:Mail user you are migrating.

Estimate the amount of disk space required to migrate cc:Mail


mailboxes. There is no formula for calculating exactly how much disk
space a mailbox will require after it is converted to a Notes mail file.
However, you can estimate the size of a converted mailbox by running a
test migration, and comparing the size of a cc:Mail mailbox with the size
of the resulting Notes mail file.
You can use the cc:Mail command MSGMGR to determine the size of
mailboxes in a post office. For example, to check the size for user Susi
Switch in our post office ILICPO1 with password PASSWORD in the
directory M:\CCDATA, we used the following command:
MSGMGR /N ILICPO1 /P PASSWORD /D M:\CCDATA /U"Susi Switch"

Decide how your cc:Mail gateways will map to Domino domains for
routing mail to external mail systems

Notes and Domino preparation tasks


Perform the following Notes/Domino preparation tasks:

On your administrative workstation, install the Notes Release 5 Domino


Administrator client, and the optional cc:Mail Administrative migration
tool. You must perform a custom installation to install the migration
tools component. If the administrative client is already installed, just
rerun the installation and choose custom installation in order to be able
to select the cc:Mail administrative migration tools.

From the administrative workstation, map a drive to the location of the


cc:Mail post office from which you are migrating users. If the post office
is inactive, you can also copy all the PO data to a local drive on your
migration machine. This will improve the migration performance.

54 Moving from cc:Mail to Lotus Domino R5

Back up Domino information. Before you start the migration, we


recommend that you back up the following Domino data:
NAMES.NSF
DESKTOP.DSK
NOTES.INI
*.ID files

From the administrative workstation, log in to Notes using a Notes ID


with Create New Database rights on the mail server. You can verify
these rights by checking the Security section in the Server document
of the Domino server.

Verify that you have access to the certifier IDs and passwords for the
Domino organizations and organizational units where you are
registering users.

Verify that you have Editor, Designer, or Manager access rights to the
Domino Directory on the Registration Server.

(Optional) Set registration preferences.

(Optional) Create a Notes group to which you can add migrated users.

On the administrative workstation, close all applications, except for


Notes, and close any Notes databases.

If you anticipate migrating additional messages for users after


registration, during the registration process, change the access rights that
mail file owners have to their mail files from the default level of
Manager to Designer or Editor.

cc:Mail preparation tasks


Perform the following cc:Mail preparation tasks:

Clean up the cc:Mail message store. Instruct users to archive or delete


mail that they no longer need.
Prepare the cc:Mail directory for migration. First you should check for
any inactive accounts (those once created but never used or belonging
to users who left the company). You can generate a report of cc:Mail
account usage with the admin program DIRSTAT. Remove any inactive
accounts from the post office directory to avoid migrating them to
Domino. We used the following command to get an account usage
status report for our post office ILICPO1:
DIRSTAT ILICPO1 PASSWORD M:\CCDATA /DL /LU

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 55

Check for any names with invalid characters in the cc:Mail directory.
Notes only supports letters (including National Language Support
characters), numbers, ampersand, apostrophe, hyphen, period, space
and underscore for registered user names. A cc:Mail name may contain
characters that are not valid in Notes. Trying to register cc:Mail users
with invalid names results in processing errors.

Familiarize yourself with how the migration tool parses cc:Mail name
formats. Certain name formats and characters may not be converted
correctly during migration. To ensure that all migrated users are created
with appropriate Notes names, it may be necessary to edit certain names
either before or after migration.

Understanding how the migration tool parses cc:Mail name formats


Unlike Notes names, which are made up of First name, Last name, and
Middle initial components, the cc:Mail directory stores names as a single
character string, including commas and spaces. The name format used
depends on the conventions established within the organization. For
example, the same user could be listed in the cc:Mail directory as either
Susan Salani or Salani, Susan.
In generating a Notes name from an imported cc:Mail name, the migration
tool first determines the format of the name, and then parses the name into
Notes name components. The Middle initial field in the Person document
accommodates a maximum of two characters; longer names are truncated.
The following table shows how the migration tool generates Notes names
from common cc:Mail name formats:
Format of cc:Mail name

Resulting Notes name component

Description

Example

Components

Example

Single name

ssalani

Last name
First name
Middle initial

ssalani
<blank>
<blank>

First Last

Susan Salani

First Last1 Last2

Craig Van
Horn

First1 First2 Last

Jo Anne
Lordan

Last name
First name
Middle initial
Last name
First name
Middle initial
Last name
First name
Middle initial

Salani
Susan
<blank>
Van Horn
Craig
<blank>
Anne Lordan
Jo
<blank>
continued

56 Moving from cc:Mail to Lotus Domino R5

Description

Example

First Middle Last

Cheryl Lynn Last name


Lordan
First name
Middle initial
Judy J.
Last name
Kaplan
First name
Middle initial
Jo Anne B.
Last name
Lordan
First name
Middle initial
Craig R.
Last name
Van Horn
First name
Middle initial
Salani,
Last name
Susan
First name
Middle initial
Van Horn,
Last name
Craig
First name
Middle initial
Malone,
Last name
Derek Kevin First name
Middle initial
Rutherford, Last name
Robin R.
First name
Middle initial
Van Horn,
Last name
Jo Ann B.
First name
Middle initial

First Middle initial Last

First1 First2 Middle


initial Last
First Middle initial Last1
Last2
Last, First

Last1 Last2, First

Last, First Middle

Last, First Middle initial

Last1 Last2, First1 First2


Middle initial

Components

Example
Lynn Lordan
Cheryl
<blank>
Kaplan
Judy
J.
Lordan
Jo Anne
B.
Van Horn
Craig
R.
Salani
Susan
<blank>
Van Horn
Craig
<blank>
Malone
Derek
K.
Rutherford
Robin
R.
Van Horn
Jo Ann
B.

Make sure all users being migrated have passwords assigned. If the
cc:Mail password is blank, null, or zero-length, the migration of the user
will fail. If you have a cc:Mail user with this type of password, change it
to a non-blank password in cc:Mail. Also be aware that if a cc:Mail user
has never logged on or changed his or her password initially, the
migration tool will fail.
Tip In cc:Mail, the administrator can also change the password for
some or all users (batch mode) of a post office by using the cc:Mail
Import/Export programs.
Note The cc:Mail migration tool does not support the selection in the
Migration Options box to Generate Random Passwords for users who
do not have passwords assigned.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 57

Take the post office offline to make it inaccessible to users. You could do
that by changing the directory name or revoking the users access rights
to the existing directory.
Note Do not shut down the post office. If you shut down the post office,
the migration tool will fail, because it cannot access it using the Mail
Engine API (MEAPI).

Send any in-transit cc:Mail messages. Post office mail queues are not
migrated. Clear all Post Office Message Queues and Router Express calls
with Send Only.

Back up the cc:Mail post office being migrated. This backup preserves
the state the post office was in before you run the maintenance utilities.
Having a backup lets you safely restore the post office if there are any
problems during the migration. It is recommended that you back up the
entire post office directory.

Verify the integrity of the post offices you are about to migrate by
running regular maintenance. See the Lotus cc:Mail Administrators Guide
for more information about using the cc:Mail maintenance tools.

(Optional) Delete unnecessary messages in the cc:Mail Message Log,


Trash, and so forth, using the admin program MSGMGR. After deleting
messages, run RECLAIM to recover disk space from these deleted
messages.

Create a second backup of the post office that preserves the state the post
office was in after you ran the maintenance utilities.

Installing the Domino Administrator client with the migration tools


This section describes how to install the Domino Administrator client
including the migration tools for cc:Mail.
By default, the migration tools are not installed with the Domino
Administrator; you must select the Migration Tools component during
installation. If you did not install either the Domino Administrator or the
migration tools when you first installed the Notes client, run the installation
again.
1. From the Domino R5.0.1 CD, select the client subdirectory.

58 Moving from cc:Mail to Lotus Domino R5

2. To begin the installation, select Setup.

The Lotus Notes Installation dialog box appears.

3. Click Next to continue.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 59

4. The licencing agreement appears. Please read it.

5. If you accept the terms and conditions, click Yes.


6. Enter your Name and Company name into the two fields in the
following window.

7. Click Next.
60 Moving from cc:Mail to Lotus Domino R5

8. The following screen lets you specify the hard disks and directories
where you want to install the Lotus program and data files. We decided
to install them to drive D: into the directories shown in the following
window (default directories).

9. Click Next to continue.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 61

In the next window, you can choose which clients and/or features you
want to install.

10. Select Domino Administrator and click on Customize.

62 Moving from cc:Mail to Lotus Domino R5

The following window is displayed.

11. From the list of components to install, check Migration Tools and click
the Change button. The following window is displayed:

12. You will see that all of the migration tools are selected by default. Since
this section of the redbook describes how to migrate cc:Mail users with
the administrator-based tools, we made sure that cc:Mail Admin
Migration Tools was selected and all the other ones were unchecked.
Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 63

13. To proceed, click Continue.


The following window shows you the default folder where the
installation program is going to add the program icons for Lotus Notes.

14. You can leave the defaults or change the name of the Program Folder.
Click Next to continue.

64 Moving from cc:Mail to Lotus Domino R5

The installation program starts copying files to your computer. The


copying progress is shown in the following window.

15. After all the files have been successfully copied to the computer, the
Lotus Product Registration window appears.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 65

16. You can fill out the registration form now if you wish, or leave the
registration by clicking on Exit. We decided to register later and selected
Exit. The following window appears telling you that you have successfully finished the Lotus Notes installation.

This ends the installation of the Domino Administrator client.

Migrating users from cc:Mail to Lotus Domino


This section describes the migration process using the Domino
Administrator we just installed in the previous section. In our environment
we are going to migrate users from the ILICHUB cc:Mail post office to the
MIGSRV1/ILICDOM Lotus Domino server.
The following steps are necessary to perform the migration:

Importing users and groups from a cc:Mail post office directory

Migrating Public Mailing Lists (Groups) from cc:Mail to Domino

Migrating Organizer Information

Registering imported users and completing the cc:Mail migration

66 Moving from cc:Mail to Lotus Domino R5

Importing users and groups from a cc:Mail post office directory


The cc:Mail post office directory contains information for all cc:Mail users
who have mailboxes in that post office. Notes uses the information extracted
from the post office directory to configure migrated users for registration.
To import the cc:Mail post office directory, you must:

Connect to the cc:Mail post office

Import users and groups

Connecting to the Domino server


Follow these steps to select the Domino server to which you want to migrate
the cc:Mail users.
1. Start the Domino server you want to use as a migration server. We used
our Domino server MIGSRV1/ILICDOM.
2. Start the Lotus Domino Administrator client.
3. After you enter the Notes Administrators password, the following
screen appears:

4. When the Domino Administrator client is started for the first time, it
always connects to the local machine, which might not be a Domino
server, for example, when an administrator works from a Notes client.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 67

The name of the server you are currently connected to is shown under
the administration tabs. The previous picture shows that we are
connected to the local machine. You can select the server you want to
connect to by either clicking on the Domain icon in the bookmark bar or
by choosing File - Open Server as shown in the following picture:

5. The following window lets you choose or specify the Domino server to
which you want to first connect and then migrate the cc:Mail users.
We selected MIGSRV1/ILICDOM as our migration server.

6. Click OK to continue.
The Domino administrator will connect to the server specified in the
previous picture.

68 Moving from cc:Mail to Lotus Domino R5

Selecting the Registration Server


Follow these steps to select the Registration Server for registering cc:Mail
users as Notes users:
1. From the main administration window, select the People & Groups tab if
it is not yet active. The following window is displayed showing the
currently registered Notes users on server MIGSRV1/ILICDOM.

2. Click the People button and select Register. The following window
appears asking you for the certifier password. Since you are going to
register the cc:Mail users you want to migrate first, you need to have the
Domino certifier ID and the password available.

3. Enter the password for your certifier ID and click OK to continue.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 69

The Register Person New Entry dialog box is displayed.

4. Check the name of the Domino server displayed next to the Registration
Server button. If you want to change the Domino server where you want
to register your cc:Mail users, click the Registration Server button and
select the server you want. In our scenario, we used server
MIGSRV1/ILICDOM as the registration server, as shown in the previous
picture.

70 Moving from cc:Mail to Lotus Domino R5

Selecting the cc:Mail users for migration


Follow these steps to select the cc:Mail users you want to migrate:
1. On the Register Person dialog box, click the Migrate people button. The
following screen appears:

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 71

2. From the People and Groups Migration dialog box, open the Foreign
directory source list. You will get a list of foreign mail system directories
as shown in the following window:

3. Select cc:Mail Users from the Foreign directory source list. The cc:Mail
Post Office Information dialog box is displayed:

72 Moving from cc:Mail to Lotus Domino R5

4. Complete the following information in the cc:Mail Post Office


Information dialog box as shown in the previous picture:
Post Office Name Enter the name of the cc:Mail post office you
want to connect to in order to import users from the cc:Mail directory.
Post Office Path The drive letter and directory path that point to
the cc:Mail post office. The post office can be installed on any
machine, as long as you have access to it either locally (for example,
C:\CCDATA) or through a mapped drive (for example,
M:\CCDATA). In our environment, the post office was installed on
an NT server box which was not the same as the Domino migration
server. We mapped the entire drive C: from that server as logical
drive M: to our migration machine. This way, we had access to all
post offices which we had installed on that hard disk on the NT server
box.
Post Office Password
5. Click OK to continue. The post office name, path and password are
verified and an error message will be displayed if any value is found to
be incorrect.
The following screen appears showing the contents of the cc:Mail post
office directory in the Available people/groups window.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 73

The initial window will show both cc:Mail users and cc:Mail groups.
There are two check boxes available above the Available people/groups
window:
Show only groups
Show only people
These two check boxes enable you to display either groups and no users,
or just all the users and no groups. We are displaying both, groups and
people, as shown in the previous picture.
6. You are now ready to select users from the Available users/groups
window in order to migrate them to Domino.
Note We will discuss how to migrate groups later in this chapter in the
section titled Migrating Public Mailing Lists (Groups) from cc:Mail to
Domino.
7. Select the users you want to migrate and click the Add button. We
decided to migrate two cc:Mail users at this time, Henry Migrate and
Susi Switch. The following screen is displayed:

74 Moving from cc:Mail to Lotus Domino R5

Specifying conversion settings


Follow these steps to specify settings relating to the directory upgrade:
1. Click the Advanced button to open a dialog box that lets you specify
additional settings for migrating people from cc:Mail.
The following window appears showing the Conversion Settings:

These settings apply to all the users you migrate during this session. By
default, all of the options, except Convert bulletin boards to Notes
discussion database are enabled. The settings are divided into three
sections:
Conversion Settings, Gateway Settings, Other Settings.
There are five directory upgrade settings as described in the following:
Mail private mailing lists/R8 address books as Notes attachments:
Select this option to migrate private mailing lists contained in users
cc:Mail mailboxes. During the migration, each users private mailing
list is converted to a Notes Personal Group and placed within a
temporary Personal Address Book (PAB). The cc:Mail to Notes
migration tool automatically mails this PAB to the user. Users can run
the cc:Mail to Notes upgrade wizard at their workstation to copy
information from the temporary PAB to the PAB on their workstation.
Caution Do not select this option if you are migrating cc:Mail Release
6.3 users. The cc:Mail 6.3 client for Domino cannot correctly process
migrated private mailing lists and users will be unable to access the mail
file on the Domino server.
Convert Organizer .OR2 scheduling files to Notes:
Select this option to convert Organizer data (OR2 files) for the selected
cc:Mail users to Notes Calendaring and Scheduling information.
Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 75

Converting Organizer data requires you to connect network drives to


the directories where the selected cc:Mail users store their Organizer
data.
Note We will discuss how to convert Organizer files later in this
chapter in the section titled Migrating Organizer information.
Convert alias entries:
Select this option to retain cc:Mail aliases for migrated users. Aliases
for entries in the cc:Mail directory are added as entries in the User
name field of the migrated users Notes Person document.
Convert bulletin boards to Notes discussion database:
Select this option to convert bulletin boards in the specified cc:Mail
post office to a Notes discussion database. All of the bulletin boards in
a given post office are migrated to a single Notes discussion database
on the mail server, called cc:Mail Migrated Bulletin Boards
(CCNOTBB.NSF). Each migrated bulletin board becomes a category
within the database.
Important Converting bulletin boards requires a considerable amount
of time and slows the process of migration. The good news is that
bulletin boards have to be migrated only once for each post office. If you
enable bulletin board conversion for multiple users or all users of a
selected cc:Mail post office, the conversion process is repeated for each
of the selected users. This way, your migration can take a long time,
especially if there are many bulletin boards or they are large in size.
We recommend that you enable this option for one user you migrate so
that the bulletin boards are converted only once. After that, do not
enable this option when you migrate the remaining users.
Retain cc:Mail MTA routing information for deferred mailbox
migration:
You would check this option if the registration and mailbox migration
of cc:Mail users is not done at the same time. In this case, the Domino
Upgrade tools will maintain the existing cc:Mail information
(forwarding address) in the Person document of a migrated cc:Mail
user until the mailbox migration is completed.
2. Select the Conversion Settings as appropriate. We selected the settings
for our scenario as shown in the previous screen.

76 Moving from cc:Mail to Lotus Domino R5

Specifying gateway settings


Follow these steps to specify gateway settings:
1. Click on Gateway Settings to continue. The following screen appears:

2. If you have a cc:Mail post office which has a gateway installed routing
mail to an external mail system, the gateway settings enable you to map
that gateway to a Domino domain which will be used to route messages
to the same external mail system.
In our scenario, we had an SMTP gateway installed in cc:Mail. Our
Domino domain will have an SMTP MTA installed, so we mapped the
cc:Mail gateway post office SMTPGATE to the Domino domain
ILICDOM.
Note The migration tool will automatically overwrite the names of
cc:Mail gateways in the senders address of a message, and replace them
with the name of a corresponding Domino domain. This will enable your
new Notes users to reply correctly to migrated messages originally
coming from external mail systems into cc:Mail. The reply will be routed
to the external mail system by way of the Domino gateway you mapped
in the previous window.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 77

Specifying other settings


Follow these steps to specify settings relating to the mailbox upgrade.
1. Click on Other settings to continue. The following screen appears:

2. On this screen, you can choose to upgrade to cc:Mail R6.3x Client for
Domino, select a Post office for routing mail to Notes and set the Error
Threshold for this migration session.
The settings we chose for our scenario are shown in the previous figure.
Note The settings in the previous figure are quite important, so we are
going to explain them a little further. There are three settings available:
Upgrading to cc:Mail R6.3x Client for Domino:
Select this option to automatically configure internal cc:Mail
information that lets users access mail files on a Domino server with
the cc:Mail Release 6.3x client.
This process will add/modify two files in the CCDATA directory:
NOTES.USR and CCNOTES.CFG.
Do not select this option when importing users who are currently
running a version of cc:Mail other than Release 6.3x, or who will use
the Notes mail client after migration. To migrate users to the cc:Mail
Release 6.3x client, the mail template R63MAIL.NTF must be
available in the data directory of the users mail servers. This template
is available on the Domino R5 server.
When preparing to register Release 6.3x users, select R63MAIL.NTF
as the mail template. If you do not provide the correct mail template
for Release 6.3x users, they cannot access their mail files (other mail
templates might work correctly, but are not supported using this
client).
78 Moving from cc:Mail to Lotus Domino R5

Post office for routing mail to Notes:


In networks where the cc:Mail MTA connects cc:Mail and Notes, you
can configure the migration tool to enable automatic forwarding from
a cc:Mail post office to Notes. Having messages automatically
forwarded eliminates the need to migrate additional messages later.
When you specify the post office for routing mail to Notes, the cc:Mail
post office directory retains an entry for each migrated user.
However, the migration tool updates information in a users cc:Mail
directory listing, as follows:
Changes the location code to lowercase r to indicate that the user
is now remote to this post office
Adds the name of the Notes mail domain where mail will be
forwarded to the address field
After the migration tool changes a users location information, they
can no longer use a cc:Mail client to retrieve messages from their
cc:Mail mailbox.
Error Threshold
You can specify the number of errors to tolerate when migrating
messages from mailboxes in the cc:Mail post office to Notes mail files.
By default, the migration tool tolerates an unlimited number of errors,
and completes the migration regardless of the error count.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 79

3. Click on Done to return to the People and Groups Migration window.

Specifying migration options


Now we are going to set the migration options. These options determine
how the migration tool creates a user in Notes from information imported
from cc:Mail. In our scenario, we selected Allow addition of empty groups to
Notes, Convert mail and Add administrator to mail file access control list as
shown in the previous picture.
There are seven migration options as described in the following:

Generate random passwords for users with no passwords:


The Domino migration tool for cc:Mail does not support the option
Generate random passwords. To successfully migrate a users cc:Mail
mailbox, you must provide a cc:Mail password for the user. Use the
cc:Mail administration tool to create passwords for users before
migration
Tip Make sure that every user has logged on to his or her cc:Mail
account at least once if you try to migrate a mailbox which is new and
nobody has ever logged on to it, the process will fail with a message
You must provide a password for this user.

80 Moving from cc:Mail to Lotus Domino R5

Overwrite existing passwords with random passwords:


Not supported for cc:Mail leave unchecked.

Add cc:Mail name to Notes Person document (required for cc:Mail


MTA):
The User name field of a Person document in Notes lists one or more full
names. The first name in this field is the primary Notes name. In
addition to this primary name, the User name field can contain
secondary entries, which serve as aliases for the user and can be used in
addressing mail. The migration tool imports the cc:Mail user name for
use as secondary Notes name.

Allow addition of empty groups to Notes:


Groups selected for import are considered empty if they do not contain
any members who can be registered in Notes. By default, the migration
tool does not import empty groups. Check this option if you want the
migration tool to import empty groups you might want to add users
into the empty groups after the migration.

Add administrator to mail file access control list:


During the migration process, the administrator ID you are using is
temporarily added to the ACL of each mail file with Manager access.
After you successfully migrated users, this administrator name is
removed from the ACLs of the mail files and is replaced with the name
of the mail file owner. As a result, you cannot open the users mail file
after the initial migration. You are also not able to migrate additional
mail to it.
When the Add administrator to mail file access control list option is
selected, the administrator name will not be removed from the users
mail files after the migration process is completed.
Caution Make sure you dont forget to remove the administrator name
from the users mail files after you are done with the migration. New
Notes users might not like the idea to have some administrators name in
their mail file ACL, having Manager access!

Convert mail:
Domino Upgrade Services provides you with the option to convert
existing cc:Mail mail files into Notes mail files. By default, this option is
enabled. If you choose to convert mail, during the registration process,
the migration tool automatically converts cc:Mail mail files to Notes mail
files.
If you disable the option Convert mail, the migration tool will only
register your cc:Mail users in Notes and create their mail files. No mail
will be migrated from cc:Mail to Notes.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 81

Convert mail ONLY (Notes user and mail file must already exist):
The Domino migration tool for cc:Mail provides you with the option to
convert mail only. Select this option if you want to migrate cc:Mail users
who are already registered in Notes, or if you want to migrate additional
mail file contents for users you have migrated before. By default, this
option is not selected.

Importing the selected cc:Mail users


Now that all the Advanced options and Migration settings have been set, we
are ready to import our selected users into the registration queue.
1. On the People and Groups Migration window, click the Migrate button
to start the import process. The following window appears, showing that
the two users we had selected for migration were successfully queued
for Registration.

2. Click OK to close the window and to continue.

82 Moving from cc:Mail to Lotus Domino R5

3. Click Done to close the People and Groups Migration window. The
following screen appears:

4. Since we have checked the Advanced button shown in the top left corner
of the Register Person window, all the Register Options Icons (Basics,
Mail, ID Info, Groups and Other) are displayed. From this window, you
are able to make any changes you want in the Basics, Mail, ID Info,
Groups and Other settings groups.
Note We are not going to discuss the Notes registration settings in
detail here, since they are exactly the same as when you are setting up
new users in Notes. For more information about setting up users in
Notes, refer to the yellow book Administering the Domino System.
Keep in mind that the Registration server and/or the mail server can be
any Domino server in your organization. These servers can be running
on any platform supported by Lotus Domino.
5. You are now ready to register users in the Registration queue with
Status Ready for registration and migrate their mail files from cc:Mail
to Domino. If you get any error messages in the Registration Status field,
check the Notes log for possible errors and correct them first before
attempting to migrate the users.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 83

Tip Users remain in the Registration queue until registered or specifically removed. You can save users in the queue for later registration. All
the settings are preserved.
Before we register the users, let us first look at how you migrate public
mailing lists.

Migrating Public Mailing Lists (Groups) from cc:Mail to Domino


Important The term Group is not known in the cc:Mail system. The
equivalent for a group is a public mailing list in cc:Mail. So whenever we use
the term Group in this redbook, we are actually talking about a cc:Mail
public mailing list. You will also find the term Groups being used in the
user interface of the cc:Mail Migration tools just substitute it with public
mailing lists.
With the Domino migration tool, you can migrate cc:Mail public mailing lists
and their members from cc:Mail to Domino. The migration tool supports the
migration of Local users, which are members of a public mailing list in that
same directory. When you select a public mailing list (Group) for migration,
the Local users in this list are always selected for migration, too.
The migration tool will search the Domino Directory to determine whether
the name of any selected group duplicates the name of an existing Notes
group. If the group name you selected for migration appears to be unique,
the migration tool will create a Notes group according to the settings chosen
in the Group Migration Options window. If the migration tool finds that the
group name selected already exists in the Domino Directory, the Existing
Group Migration Options window will appear, allowing you to specify how
to process the duplicate group.
The following guides you through the additional steps neccessary when you
have groups in your cc:Mail directory and you decide to use them for the
migration process.

84 Moving from cc:Mail to Lotus Domino R5

1. Go to the section titled Importing users and groups from a cc:Mail post
office directory earlier in this chapter and perform the steps from the
beginning of that section through step 5 in the section titled Selecting
cc:Mail users for migration. You should see the People and Groups
dialog box, as shown in the following picture:

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 85

2. Click on Show only groups. The following screen appears, showing


cc:Mail groups only in the Available people/groups window:

86 Moving from cc:Mail to Lotus Domino R5

3. Select the group(s) you would like to migrate and click Add to continue
(you can also click Add All to select all groups for migration). In our
scenario, we selected the group Development. The Group Migration
Options window appears, as shown in the following picture:

4. The Group Migration Options dialog box lets you specify how the
migration tool handles groups and its members. Lets describe those
options in more detail:
The first check box determines if you are going to create a new Notes
group or if you want to migrate the users in the public mailing list to
an existing Notes group. Since there was no existing Development
group in the Domino Directory in our scenario, the Group Migration
Options dialog box displayed the option Create a new Notes group
with the following settings.
The name of the cc:Mail public mailing list we selected was put into
the Notes Group Name field by default.
The Group type field lets you specify what type of Notes group will
be created. The following four types of Notes groups can be selected:
Mail only; Access Control List; Multi-purpose; Deny list only.
By default, the migration tool creates Multi-purpose groups. This field
cannot be changed if the group is an existing Notes group. For
information about these different kind of groups, refer to the yellow
book Administering the Domino System.
The field Description displays an optional description of the
imported public mailing list, which the migration tool adds to the
Description field of the Notes group document it creates.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 87

The option Add nested groups contained in this group and their
members enables the migration tool to migrate users contained in a
group, or a number of groups, within a group which was selected for
migration.
Important At the time this redbook was written, we found no method of
creating a nested group (public mailing list) within the cc:Mail Directory.
There is a feature called Bankshot Routing available in cc:Mail, which
implies some sort of public mailing lists within public mailing lists. We
discussed scenarios using Bankshot Routing, but we came to the
conclusion that using this method has no impact on migration at all.
The last option, Use above settings for all currently selected or
nested groups (dont prompt again), lets you specify if you want to
use the same settings for each group you selected for migration.
Caution We recommend that you dont use this option when you are
planning to migrate public mailing lists to a combination of existing and
new Notes groups. After you set this option, the migration tool does not
display the Group Migration Options window again as it continues
processing groups. This way, you cannot specify how to create or add
members to those groups.
As a result, the migration tool will create any new Notes group using
their original cc:Mail mailing list name, which may lead to the creation
of duplicate Notes groups.

88 Moving from cc:Mail to Lotus Domino R5

5. Click OK to continue.

6. The People and Groups Migration window is displayed, as shown


in the previous picture. Note that our cc:Mail public mailing list
Development as well as the two local cc:Mail users (Henry and Susi)
within that group have been added to the People/Groups to migrate
window.
Tip When the cc:Mail public mailing list you select for migration
contains local cc:Mail users that are already in the People/Groups to
migrate window, these users will not be added again. These existing
users could be coming from other public mailing lists added previously,
or they were added as single users. Adding the public mailing list
Development in our scenario only added a group Development to
the People/Groups to migrate list, while our two users were not added
again, since they were already there.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 89

This concludes explaining the steps neccessary to add cc:Mail Public Mailing
Lists to the People/Groups to migrate window.
Go to step 7 in the section called Selecting cc:Mail users for migration
earlier in this chapter to continue the migration process.

Migrating Organizer information


Before we continue registering the users, let us have a look at how Lotus
Organizer data are converted into Notes data using Domino Upgrade
Services. When migrating mailboxes for cc:Mail users, you have the option to
also convert their Lotus Organizer 2.x Group Scheduling information (OR2
files) into Notes data.
Organizer information is migrated to locations in the Notes mail file,
Personal Journal database, and Personal Address Book. Some Organizer data
is not migrated; the migration tool only reproduces the Organizer views and
documents that have appropriate equivalents in Notes.
The cc:Mail to Notes migration tool migrates data from Organizer 2.x for
cc:Mail for Windows only; it does not migrate data for stand-alone OR2 files,
Notes Calendaring and Scheduling versions of OR2 files, or the Organizer
PIM version (all other .ORx files).
An end-user migration tool for moving Organizer OR2 stand-alone and
Organizer PIM data to Notes is available as an optional installation
component of the Notes Release 5 client.
Changes made to the users cc:Mail directory entry
After you migrate a cc:Mail users Organizer information, the cc:Mail to
Notes migration tool modifies Organizer information in the Comments field
of the users cc:Mail directory entry. The tool will change the following
information:

The 02 keyword, which identifies the Organizer Calendar Path, to 92

The 04 keyword, which identifies the Organizer Agent Name, to 94

These changes enable you to perform subsequent migrations to convert a


users remaining Organizer information, while preventing other Organizer
users from viewing migrated users free-time schedules or sending
scheduling messages to these users Organizer Agents. The migration tool
interprets the modified Comments information and correctly migrates
additional Organizer data. The following picture shows you a snapshot of
our cc:Mail directory. Note the comment field in Henry Migrates entry. It
shows that his Organizer files were converted to Notes data and that the 02
and 04 keywords have been changed to 92 and 94, respectively.

90 Moving from cc:Mail to Lotus Domino R5

Preparing to migrate Organizer information


Before you start to migrate Organizer data for the cc:Mail users being moved
to Notes, perform the following tasks first:

Map network drives to directories where users Organizer data (.OR2


files) are stored from the workstation performing the migration.

Disconnect Organizer users from the directory where the Organizer data
files (*.OR2) reside.

Verify that you have full access rights to the file server directories
containing the OR2 files and at least Read access to Organizer OR2 files
to be migrated.

Verify that you have Editor or higher access to the Notes mail files that
will contain the migrated Organizer information.

Turn off all Organizer scheduling agents.

Verify that you have sufficient disk space to migrate the Organizer
information. There must be 2MB of free disk space on the target Domino
server for each 1MB of OR2 file you migrate.

Instruct Organizer users to perform the following preparation tasks that


will assist in a faster migration:
Record the names of any included section, because included sections
are not migrated. By knowing the names of any included sections,
users can create links between the migrated documents in Notes.
Process pending meeting notices, because the migration tool does not
migrate meeting invitations that have not been acted upon.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 91

Delete data that do not need to be migrated.


Archive and compact data to be migrated to reduce the size of the
OR2 files.

Compact Organizer data files to be migrated, using the Organizer


administration program. Refer to the Organizer 2.x Administrators Guide
for information about how to compact files.

Performing the Organizer migration


The following guides you through the additional steps neccessary when you
have cc:Mail users who are using the Lotus Organizer GS and you decide to
convert their OR2 files into Notes data.
1. Go to Importing users and groups from a cc:Mail post office directory
earlier in this chapter and perform the steps from the beginning of that
section through step 1 in the section titled Specifying conversion
settings. You should see the Conversion Settings dialog box, as shown
in the following picture:

2. Select Convert Organizer .OR2 scheduling files to Notes. We checked


this function in addition to the ones we had selected in step 2 in the
Specifying conversion settings section as shown in the previous
picture.
3. Finish the Gateway Settings and the Other Settings according to
your environment, as described in sections Specifying gateway
settings and Specifying other settings earlier in this chapter.

92 Moving from cc:Mail to Lotus Domino R5

4. Click Done. You will be returned to the People and Groups Migration
dialog box, as shown in the following picture:

5. You will notice that there is only one user in the People/Groups to
migrate box this time. We selected Henry Migrate for this migration
session, as he was one of the Lotus Organizer users in our scenario.
6. Click Migrate to continue. You will be presented with an information
window, as shown in the following picture:

7. This window appeared because we selected the Convert Organizer


.OR2 scheduling files to Notes function, and this text reminds you that
you need access to the OR2 files from your workstation.
Organizer OR2 files are typically stored separately from a users cc:Mail
mailbox. To enable the migration tool to correctly locate the OR2 files
and migrate Organizer information, you need to map drives on the
administrative workstation to the Organizer data directories.
Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 93

Note Although the migration tool can only migrate OR2 files for
Windows versions of Organizer for cc:Mail, OR2 files can be migrated
from any location that the administrative workstation is connected to,
regardless of the operating system.
8. Click Yes to continue. The following window appears, indicating that the
people you had selected for migration were successfully queued for
registration.

9. Click OK to close the message window, then click Done.


10. You have now completed the additional steps necessary for Domino
Upgrade Services to convert Lotus Organizer OR2 files into Notes data.
Go to the following section to continue the migration process.

Registering imported users and completing the cc:Mail migration


After you successfully imported users into the registration queue, you are
ready to register them and complete the migration. Depending on the
options you select, the registration process:

Creates a Notes Person document and Notes ID file for each


migrated user

Creates a Notes mail file

Migrates messages and other data from the cc:Mail mailbox

Converts Lotus Organizer OR2 files into Lotus Notes data

94 Moving from cc:Mail to Lotus Domino R5

Lets get started with the registration process for the users listed in the
Registration queue. You should still see the Register Person dialog box as
shown in the following picture:

1. Check the registration information for each name that appears in the
Registration queue and make sure that it is correct. If required, you can
still change the registration settings for individual users or for all users
in the queue by changing the registration defaults.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 95

2. Click on Options. The Advanced Person Registration Options window


appears as shown in the following picture:

3. This window allows you to set advanced options, which will apply
during this migration process. These options determine how Notes
processes information when registering users. In our scenario, we did
not select any of the advanced options, as shown in the previous picture.
Note There are six Advanced Person Registration Options available as
described in the following table:
Option

Purpose

Do not continue on
registration errors

Stops registration if you have multiple users selected


and the registration encounters an error. The default is
to continue on registration errors.

Keep successfully
registered people in
the queue

Keeps successfully registered users in the queue. The


default is to remove successfully registered users from
the queue.

Try to register queued Tries to register queued users, even if their registration
people with error
status contains errors. For example, if you choose this
status
option, a user whose password is insufficiently
complex will be registered. The default is not to
register queued users who show an error status.
Allow registration of Allows registration of users who were previously
previously registered registered in Notes. The default is not to register
people
previously registered Notes users.
Dont prompt for a
duplicate person

Takes one of these actions:


1. Skips the user registration for both short name and
full name single matches.
2. Overwrites the existing user if the single match
found is on the full name. Short name uniqueness is
then required.
The default is to prompt for duplicate users.
continued

96 Moving from cc:Mail to Lotus Domino R5

Option

Purpose

Dont prompt for a


duplicate mail file

Takes one of these actions:


1. Skips the user registration.
2. Generates a unique mail file name by appending a
number beginning with 1, then 2, etc., to a non-unique
mail file name until a unique name is found.
3. Replaces the existing mail file - option does not
apply when the mail file is being created in the
background via the Administration Process, or if the
current ID does not have delete access to the mail file
being replaced.
The default is to prompt for a duplicate mail file.

4. Select the Advanced Person Registration Option you want to apply for
this registration and click OK to continue. You will get back to the
Register Person window as shown in the following figure:

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 97

5. You can register and migrate users individually by selecting them and
clicking Register. To register and migrate all the users in the Registration
queue, just click Register All. We selected Register All, because we only
had two users to migrate in our Registration queue.
The migration tool will register the two cc:Mail users with Domino and
migrate all the messages from their cc:Mail mailboxes to Domino mail
files.
Important One additional step will be neccessary when you have users
with Organizer files in the registration queue and you selected to convert
these files to Notes.
Notes requires you to authenticate a process before it runs. Since the
Organizer migration is a separate process, before you can complete an
Organizer migration and register users, you must supply a Notes
password as shown in the next picture.
The migration tool prompts you for the password when it is ready to
register the first cc:Mail user for whom you selected the option Convert
Organizer .OR2 scheduling files to Notes.

Enter the password for the administrator ID you are using for the
migration and click OK. The migration process will continue.
You are prompted for the password only once during the session.
The following window appears showing that the migration was
successful:

6. Click OK to close the message window.


7. Now you will see the Register Person - New Entry window with empty
fields. You will also notice that the two users from the Registration
queue window are gone. Click the Done button to close the window.

98 Moving from cc:Mail to Lotus Domino R5

Checking the logs and verifying that the migration was successful
After a migration completes, perform the following tasks to verify that the
migration was successful:

Search the Miscellaneous Events view of the Notes log for migration
messages and possible errors that occurred during the registration
and the migration process.

Check the contents of the Domino directory and the Notes mail files.

Verify that bulletin boards have been migrated properly.

Test the access to mail and mail transfer for migrated users.

After you determine that the migration was successful, you are ready to
prepare end users to migrate locally-stored messaging data and other
cc:Mail data that DUS did not process, using the Upgrade Wizard.

Checking the Notes log file


Lets open our Notes log file and have a look at the Miscellaneous Events
view.
1. Start the Domino Administrator client and select Files - Notes Log Miscellaneous Events. The following picture shows our log file after we
successfully migrated two cc:Mail users to Domino:

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 99

Important Make sure that you open the Notes log file in your \NOTES\DATA
directory on the workstation on which you are performing the migration (File Open Server - Local). This is the log file where you can find the migration
messages. Dont look at the Domino log file in \DOMINO\DATA it does
not contain any migration-related messages.

Looking at the Domino Directory


Next, lets have a look at the Domino Directory to find out how our migrated
cc:Mail users got registered. The following window shows the People view
from our Domino Directory on server MIGSRV1/ILICDOM:

You can see that both users we migrated from cc:Mail were added to the
Domino Directory on our server MIGSRV1/ILICDOM.

100 Moving from cc:Mail to Lotus Domino R5

The Domino migration tool has also changed the location code in the cc:Mail
directory for the two users it migrated to Domino as shown in the following
picture:

You can see that the location code has changed from L to r, indicating
that these two users are no longer local to this post office. Any mail sent to
their cc:Mail address will be automatically forwarded by the Domino cc:Mail
MTA to the address in the Address field.
Tip Be aware that the location code of those users you migrated changed to
r in the cc:Mail directory. Therefore, they can no longer log on to this post
office as local users.
All the messages of migrated cc:Mail users are still in their cc:Mail mail file.
If you change their location code from r to L, those users can still look at
their cc:Mail messages. But remember that you will need to change the
location code back to r for those users, so that their mail will be forwarded
to Domino.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 101

Since we had chosen to also migrate groups (which are actually public
mailing lists in cc:Mail), lets see how they got migrated to Domino. From the
Domino Directory, open the Groups view. The following window appears:

As you can see in the previous picture, the Domino migration tool has
created a group entry in the Domino Directory called Development. This
entry was migrated from the public mailing list Development in the
cc:Mail directory (for reference, have a look at the picture showing the
cc:Mail directory earlier in this section).

102 Moving from cc:Mail to Lotus Domino R5

The members of the public mailing list in cc:Mail are also migrated and put
into the group Development, as shown in the following picture:

Checking the migrated Notes mail files


Now that you have made sure that your users have been successfully
registered in Domino and that their mail files have been migrated, check the
contents of the Domino mail file for at least one of the newly migrated Notes
users.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 103

The following window shows a snapshot of Susi Switchs Notes mailbox,


who is one of the two users we migrated:

Tip Remember that you can only open a users mail file when your
administrator name is in the Access Control List (ACL) with proper rights.
We achieved that by selecting Add administrator to mail file access control
list in the Migration Options. See the section titled Specifying migration
options earlier in this chapter. Remember to remove your administrator
name from the users mail files before they start using their Notes clients and
access their Notes mail.
When you check the contents of Susi Switchs mail file shown in the previous
picture, you can see that the Domino migration tools have migrated the
following from the cc:Mail mailbox:

Messages and attachments in migrated folders (all migrated messages


are set to a status of unread)

Return receipts

Folders and subfolders (also known as nested folders)

You can also see the memo titled cc:Mail Migrated Private Mailing List is
attached at the bottom of the list. This memo was sent by the migration
tools and has the users temporary Personal Address Book attached.

104 Moving from cc:Mail to Lotus Domino R5

For reference, lets have a look at a snapshot of Susi Switchs mailbox in


cc:Mail just before we migrated it to Domino:

Verifying that bulletin boards have been migrated properly


One of the Advanced Settings for migrating cc:Mail post offices is to convert
cc:Mail bulletin boards. All of the bulletin boards in a selected cc:Mail post
office are then converted to a single Notes discussion database on the
Domino server.
The database created has the title cc:Mail Migrated Bulletin Boards and
has the filename CCNOTBB.NSF. Each migrated bulletin board becomes a
category within this database.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 105

Since we decided to convert bulletin boards from the cc:Mail post office in
our test scenario, lets now have a look at that discussion database.
1. Start the Domino Administrator client.
2. Open the server you used for migration, then click on the Files tab. The
following window appears:

3. From the list of files, double-click on the database cc:Mail Migrated


Bulletin Boards (last one on the list in the previous window) to open the
discussion database. It should contain one category for each bulletin
board you migrated from your cc:Mail post office.

106 Moving from cc:Mail to Lotus Domino R5

The following window shows the discussion database which was created
from the two bulletin boards we migrated from cc:Mail in our scenario,
sorted by Category:

Checking the converted Organizer files


One of the cc:Mail Advanced Upgrade settings was Convert Organizer
.OR2 scheduling files to Notes. Since we checked that option and therefore
migrated the contents of Henry Migrates Organizer file (OR2), let us now
have a look at the results.
Organizer meeting information
Scheduled meetings in a users calendar section are converted to personal
appointments in the users Notes calendar. Status information, and
information about the meeting chair and attendees are migrated to the
Detailed description field of the Appointment document.
The information migrated to this field depends on whether the user is the
meeting chair or a meeting attendee. For a meeting chair, the complete list of
attendees is migrated. For an attendee, the description contains the name of
the Chair only; the list of other attendees is not migrated. Other meeting
information is not migrated.

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 107

The following picture shows a snapshot of a weekly view in Henry Migrates


Organizer:

And here is the result in Henrys Notes calendar:

108 Moving from cc:Mail to Lotus Domino R5

Organizer calls
Entries in the Organizer Calls sections are migrated to tasks in the Notes
Personal To Do view. The cc:Mail to Notes migration tool preserves the
major data items of a call, placing them in equivalent fields of the task entry,
or in the Details field. Call fields that do not have appropriate equivalents in
Notes may not be migrated.
We have put one entry into the Calls section in Henrys Organizer as shown
in the following picture:

Calls are migrated into tasks in the Notes Personal To Do view. The
following picture shows how Henrys Organizer call looks in his Notes
Personal To Do view:

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 109

To Do section
All the entries in a To Do section in Organizer are converted into a Notes To
Do list. If the user has more than one To Do section in his Organizer, the
migration tool combines them into a single Notes To Do list.
Here is an entry from Henrys To Do section in his Organizer:

And the next picture shows that entry in his Notes To Do list:

110 Moving from cc:Mail to Lotus Domino R5

Organizer Address and Notepad sections


Organizer Address and Notepad sections are migrated to the Personal
Address Book (PAB) and Personal Journal databases, respectively, on a
users Notes workstation. Multiple Address sections are migrated to a single
PAB. Similarly, multiple Notepad sections are migrated to a single Personal
Journal.
The administrative workstation running the migration tool cannot write
directly to a users Notes client. To provide users with the information
migrated from Organizer, the migration tool places a message in the Notes
Inbox, to which the Personal Address Book and Personal Journal containing
the migrated Organizer information are attached. The message explains that
the migrated Organizer information is attached and provides instructions for
detaching the files, and adding the information to the existing Personal
Address Book and Personal Journal databases.
The following picture shows Henry Migrates Notes Inbox. Notice the two
entries at the bottom; these two messages were sent by the Upgrade Services.
The first message has a PAB with the Organizer Address section attached
(file name OR2ADDR.NSF), the second one has a Personal Journal database
with the Organizer Notepad section attached (file name NOTEPADS.NSF).

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 111

The following window shows the contents of the Organizer Address section
message:

This snapshot shows the contents of the Organizer Notepad section message:

As described in both messages, we detached the two PABs from the


messages in Henrys Notes Inbox and saved them in his Notes data directory
(C:\LOTUS\NOTES\DATA).

112 Moving from cc:Mail to Lotus Domino R5

We then opened the PAB with the OR2 Addresses, and added all the
information to Henry Migrates own Personal Address Book. The following
picture shows a snapshot of the Contacts view in Henrys PAB:

The following picture shows how this entry looks in the Address section of
the Organizer:

Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 113

In the next step, we opened the Personal Journal database with the OR2
Notepads, and added all the information to Henry Migrates own Personal
Journal database. The following picture shows a snapshot of the Contacts
view in Henrys PAB:

The following picture shows how this entry looks in the Notepad section of
the Organizer:

This concludes the verification of the converted Organizer data.

114 Moving from cc:Mail to Lotus Domino R5

Migrating private mailing lists


When you migrate a users mailbox and you choose to also migrate the
users private mailing list, the migration tool will convert the cc:Mail private
mailing list and place it into a temporary Personal Address Book (PAB).
The Domino migration tool will automatically mail this PAB to the user as
an attachment.
Users can then run the cc:Mail to Notes Upgrade Wizard at their workstation
to copy the data from the temporary PAB to the PAB on their workstation.
This process is explained in detail in the chapter titled Migrating personal
cc:Mail data using the Upgrade Wizard later in this book.

Testing mail access and mail transfer for the migrated users
As a final test, make sure that the users you migrated are able to access the
Domino server, the Domino Directory and their corresponding mail files.
The best way to do that is to install a Notes client and set it up with the ID
file of one of the migrated users. After you have set up the client, make sure
that all the Notes client functions are working without any problems.
It is also advisable to send some mail to that new user and check if it is
routed properly and finally ends up in that users mailbox.
This completes the process of migrating from cc:Mail to Lotus Domino R5
using Domino Upgrade Services.

Summary
In this chapter, we first gave an overview of the Domino Upgrade Services
(DUS) to get an understanding of the functionality these services provide.
Then we listed the supported cc:Mail versions and pointed out what is
migrated from cc:Mail to Domino, and which data are not migrated.
Next, we explained the preparatory steps that need to be done to get the
cc:Mail users ready for migration. This includes general administrative tasks,
Notes and Domino preparation tasks as well as cc:Mail preparation tasks.
Then we showed you how to install the Domino Administrator client with
the migration tools.
Following that, we documented how to migrate users from cc:Mail to Lotus
Domino using the Domino Upgrade Services. We also covered how to
migrate cc:Mail public mailing lists as well as Lotus Domino Organizer files.
Finally, we checked the Notes log files and the migrated data to make sure
that the migration was successful.
Chapter 4: Migrating from cc:Mail to Domino R5 using Domino Upgrade Services 115

116 Moving from cc:Mail to Lotus Domino R5

Chapter 5
Migrating personal cc:Mail data using the Upgrade Wizard
In this chapter, we are going to discuss another one of the migration tools
provided in Lotus Domino R5. We will cover the end-user based Upgrade
Wizard for cc:Mail.
After you have successfully completed migrating your users from cc:Mail to
Lotus Domino and have moved the contents of their mailboxes to a Domino
mail server, users can then complete the migration by converting their
personal mail data to Lotus Notes.
Users migrate personal mail data, such as private addresses, mailing lists,
and message archives, by running an Upgrade Wizard. They launch the
wizard from an upgrade message in the Inbox of their Notes mail file.
The administrator needs to send this upgrade message to the end user from
within the Domino Administrator program.
The Upgrade Wizard can be installed as part of each users Notes client or in
a shared network directory.
The following topics are covered in this chapter:

What is migrated by the Upgrade Wizard for cc:Mail

Installing the Notes client and the Upgrade Wizard

Setting up the Notes client

Sending users an upgrade notification message

Running the Upgrade Wizard

Checking if the migration was successful

What is migrated by the Upgrade Wizard


The Upgrade Wizard allows users to migrate their personal mail data from
any local or mapped drive location. The Upgrade Wizard converts archived
messages from cc:Mail into messages in a Notes mail file archive. Private
addresses and private mailing lists are migrated into a Notes Personal
Address Book (NAMES.NSF) on the users workstation.

117

The following table shows how personal information from cc:Mail is


converted to Notes information:
Mail data from cc:Mail

Converts to these Notes equivalents

Archives (.CCA files)

Folder in mail file archive database

Attachments

Attachments

Message priorities

Message priorities

Messages

Messages*

Hierarchical folder views

Mobile post offices**

Not migrated

Private mailing lists

Group document in PAB

Private addresses

Contact in PAB

Read/unread marks***

Read/unread status

Return receipts

Return receipts

Trash folder

Not migrated

*Rich-text formatting is not preserved in messages migrated from cc:Mail.


International characters in the message body are successfully converted during
migration.
**The Upgrade Wizard can only migrate the archived messages of a cc:Mail mobile
user. Users cannot migrate the contents of an entire mailbox from a mobile cc:Mail
post office on their workstation. Mobile cc:Mail users who want to migrate messages
must archive the messages in cc:Mail before running the Upgrade Wizard.
***cc:Mail archives can contain only messages that have been read, and therefore the
Upgrade Wizard assigns the status of Read to all migrated archived messages.

Installing the Notes client and the Upgrade Wizard


This section describes how to install the Lotus Notes client including the
Upgrade Wizard for cc:Mail. The Upgrade Wizard runs on a workstation
with Windows 9x or Windows NT 4.0.
You need to install a Notes R5.x client on that workstation. The wizard will
migrate data from any cc:Mail client, R2.x, R6.x and R8.x.
You can install the wizard program files either in a shared network location
or locally, as part of the Notes client installation. We chose to install the
Upgrade Wizard locally in our scenario.
The Upgrade Wizard is not installed by default with the Lotus Notes client.
You must select the Upgrade Wizard component during the installation. If
you did not select the cc:Mail Upgrade Wizard when you first installed the
Notes client, you will need to run the installation again.
118 Moving from cc:Mail to Lotus Domino R5

1. From the Domino R5.0.1a CD, select the client subdirectory.

2. Double-click on Setup to start the installation. The Lotus Notes


Installation window appears.

Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 119

3. Click Next to continue. You are presented with the Licensing Agreement
form, as shown in the following picture:

4. Read the Licensing information, and if you agree with it, click Yes to
continue.
5. The next window asks for your name and your companys name.

6. Enter the information according to your environment. For our


installation, we entered Susi Switch and IBM in the two fields.

120 Moving from cc:Mail to Lotus Domino R5

7. Click Next to continue with the installation. You are prompted to select
the installation directories.

8. Accept the default directories or change them to the ones where you
want the Notes client installed. We left the defaults to install Notes to the
c: drive.
9. Click Next. The following screen is displayed.

Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 121

10. You can select which Lotus Notes client you want to install. Click the
Notes Client button, then click on Customize.
Important Dont forget to click the Customize button. If you miss this
step, you will not be able to select any migration components for
installation, and the Upgrade Wizard will not be installed by default.
11. The Components selection window displays, as shown in the following
picture:

12. Check the Migration Tools box in the Components window.


13. Click Change in order to select the specific migration tool you want to
install. The Select Sub-components window appears:

122 Moving from cc:Mail to Lotus Domino R5

14. By default, all the migration tools are checked. Make sure you uncheck
those tools you dont need, and leave the tool you need checked. For our
scenario, we deselected all tools except the cc:Mail Client Migration
Tools as shown in the previous picture.
15. Click Continue to close the Select Sub-Components window.
16. Click Next. The Program Folders window is displayed.

17. You can choose a program folder where you want the installation
program to copy the Notes program icons. We left the defaults for our
installation.
18. Click Next to continue.
19. You are presented with a window showing you the progress of the files
being copied to your workstation:

Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 123

20. When all the program files are installed, you are prompted with a
registration window. Register your copy of the program or cancel from
this window. The window appearing next indicates that you have
successfully installed the Lotus Notes client.

21. Now you are ready to set up the Notes environment for one of the new
users you just migrated.

Setting up the Notes client


In this section, we are going to set up the Notes client for Susi Switch and
connect the client to the Domino server. Follow these steps:
1. From the Windows Start Menu, open the Lotus Applications program
group and select Lotus Notes. The Lotus Notes Client Configuration
window appears:

124 Moving from cc:Mail to Lotus Domino R5

2. Click Next to continue.

3. Within this window, you can specify if you want to connect to a Domino
server or if this client will be stand-alone. We left the default to connect
to a Domino server.
4. Click Next to continue. The Connection-Type selection window appears:

5. Select the type of connection you wish for this client according to your
environment. We decided to set up a connection to our server via LAN
only.

Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 125

6. To continue, click Next.

7. Enter the name of the server you want to connect to. We entered
MIGSRV1/ILICDOM in our scenario.
8. Click Next to continue.

9. This window lets you specify how you want to be identified as a user of
the Domino server you want to connect to. You can specify the name of a
Notes user ID file (which the administrator made available to you), or
you can use your name as identification. In our scenario, we chose to be
identified by name and entered Susi Switch in the User name field, as
shown in the previous picture.
Tip Make sure that your Domino server can be accessed from the client
machine you are setting up through the protocol you are running (TCP/IP,
NETBIOS, etc) in your environment. For example, if you use TCP/IP and
you are unable to ping your Domino server, the client setup will fail.
126 Moving from cc:Mail to Lotus Domino R5

10. Click Next to continue with the setup process.

11. You will see a window with a message telling you that your connection
to a Domain server over a LAN is set up.
Tip Keep in mind that there has been no connection made to the server
at this point. This message only tells you that all the necessary
parameters are set to connect to a server.
12. To continue, click Next. You are presented with a series of windows
letting you specify how to set up the following:
Internet Mail Accounts
Internet News Servers
Internet Directory Servers
Internet Connection types (Proxy, etc)
13. Provide the setup program with the information needed to set up these
connections according to your environment. We decided not to set up
any Internet connections for our scenario.

Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 127

14. Click Next to continue from each window until you get to the
Congratulations window as shown in the following picture:

15. This window indicates that all the neccessary steps to set up your Notes
client are completed. Click Finish to continue. Now your client will
connect to the Domino server for the first time and try to find the user
name you entered during setup as shown in the upper window in
the following picture. If the lookup in the Domino Directories was
successful, you will be prompted to enter a password, as shown in
the lower section of the following picture.

16. Enter the proper password for the Notes user for whom you are setting
up the Notes client. We entered the password for Susi Switch.
17. Click OK to continue. You will see a window with a message that states
that the Notes setup is complete.
128 Moving from cc:Mail to Lotus Domino R5

18. Click OK to continue. The Lotus Notes Welcome screen appears as


shown in the following picture:

19. We decided to make the database Workspace our current home page.
When we open Susi Switchs Notes client, the following window is
displayed:

This concludes the section on setting up the Notes client. You are now ready
to send an upgrade notification message to your users. This is done from the
Notes administrator program.
Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 129

Sending users an upgrade notification message


Migrated cc:Mail users run an Upgrade Wizard from their Notes client to
migrate personal mail information from cc:Mail to Notes mail archives and
Personal Address Books.
Users run the wizard by clicking a button in the body of a Notes mail
message you send from the Domino Administrator. The upgrade notification
message you send contains information about the following:

The type of mail system users are migrating from

The location of the wizard program files

Other information needed to migrate personal mail data

Before sending the upgrade notification, install the Upgrade Wizard locally
on each migrated users workstation as part of the Notes client, or on a
network directory that the users have access to. If required, refer to the
previous section where we described how to install the Upgrade Wizard
locally on Susi Switchs workstation.
Now lets send an upgrade notification message to our Notes users.
1. Start the Domino Administrator program.
2. From the server pane, select the Domino server where you registered the
migrated users. We selected our server MIGSRV1/ILICDOM. The
following window is displayed:

130 Moving from cc:Mail to Lotus Domino R5

3. In the task pane, click the People & Groups tab, right-click the name of
the servers Domino Directory, and select Open Directory. The following
window appears:

4. Now we need to check if the administrator has the proper rights in the
Access Control List (ACL) of the Domino Directory in order to perform
the upcoming steps.
From the Notes menu, select File - Database - Access Control. You are
presented with the Access Control List dialog box as shown in the
following picture:

Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 131

5. From the Basics pane of the Access Control List window, select the
administrator ID you are using.
6. From the Roles box, select UserModifier or NetModifier (or make sure
they are checked).
Note If you are using a local copy of the Domino Directory, select the
Advanced pane and check Enforce a consistent Access Control List
across all replicas of this database.
7.

Click OK to continue.

8. You are returned to the window showing the open Domino Directory.
Expand the Server view and select Mail Users. The following window
appears showing you all the Notes mail users in your Domino domain:

9. As you can see from the previous picture, we have two Domino servers
in our Domino domain, with server MIGSRV1 hosting our two migrated
users.

132 Moving from cc:Mail to Lotus Domino R5

10. At the top of the Results pane, click the Send Upgrade Notifications
button. The Upgrade Message form appears, as shown in the following
picture:

11. Click Address on the action bar. You are presented with a window
displaying users, groups and other entries from the Domino Directory
you selected (we chose ILICDOMs Address Book):

12. Select the users you want to send the upgrade message to and click on
the To button. You will see the users and groups receiving the Upgrade
Notification in the Recipients box.
Tip If you added users to a Migration group when you registered
them, address the message to the group name.
Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 133

13. Click OK to close the Select Addresses window. You are returned to the
Upgrade Message window:

14. In the Administrator Setup section, select Send out cc:Mail/MS


Mail/MS Exchange convert local information notices.
15. In the Mail Conversion Utility Path section, enter the path to the network
copy of the Upgrade Wizard, if your users are not running a local copy
of the wizard. Since we installed the Upgrade Wizard locally when we
installed Susi Switchs Notes client, we left this field blank.
16. In the Mail Conversion Options section, click on the arrow and select
cc:Mail as the mail system users are migrating from.
17. Now we are going to enter some gateway mapping information as
follows:
We entered SMTPGATE in the Convert the following cc:Mail POs
from field, because we had a SMTP gateway with that PO name in
cc:Mail.
We typed ILICDOM in the To the following Notes Domains:
field, because we ran an SMTP MTA in our Domino domain.
The Upgrade Wizard will replace occurrences of cc:Mail gateway names
in the addresses of migrated messages and in migrated personal
addresses with the specified Domino domain names.

134 Moving from cc:Mail to Lotus Domino R5

For example, lets assume Susi Switch has an address micky@


disney.com@SMTPGATE in her cc:Mail Personal Mailing List. The
Upgrade Wizard will change that address to micky@disney.com@
ILICDOM. So when Susi as a Notes user sends something to this
Internet address, the SMTP MTA in Domino will pick it up and deliver it
to the Internet. The same scenario enables her to reply to messages she
saved in cc:Mail, using her Notes client.
18. The Additional Information section displays the text that will be
included in the upgrade notification that users receive. Administrators
can edit this text to include additional information about the migration.
We decided to simply use the default text provided with the message
form.
19. The Upgrade Form is now completed, and you are ready to send it to
your end users. Take another look at our completed form, which is
shown in the previous picture.
20. When you are ready, click the Send button on the action bar to send the
upgrade message to each user you specified.
21. You might want to check the Domino server console to see if your
upgrade messages were actually delivered to your Notes clients.
22. Lets have a look at Susi Switchs Inbox to see if the message arrived, and
how it looks. The following picture shows a snapshot of the open
upgrade notification message in Susis Inbox:

This completes the steps required to create and send an Upgrade


Notification message to users.

Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 135

Running the Upgrade Wizard


Users can launch the Upgrade Wizard by opening the Upgrade Notification
message received after migration and by clicking a button in the message
body. The Upgrade Wizard must have been installed either locally, as part
of the users Notes client, or on a shared network directory. Upgrade
Notification messages must have been sent to users Notes mail files after
migrating their mailboxes using the upgrade tools that are provided by the
Domino Administrator. We have now finished all the preparation work, as
described in the earlier sections of this chapter.
After a user launches the Upgrade Wizard, it automatically checks for a
Notes installation on the users workstation. If a Notes program directory is
not found, the wizard fails to load.
The Upgrade Wizard obtains information about the Notes environment from
the active NOTES.INI file in the Notes data directory and from the Upgrade
Notification message. For users migrating from cc:Mail Release 2.x and
Release 6.x, the Upgrade Wizard also obtains information from PRIVDIR.INI
on the users workstation.
Note Users must run the Upgrade Wizard from a Notes client that is either
installed on the same computer as the cc:Mail data they want to migrate, or
at least has access to this data.

136 Moving from cc:Mail to Lotus Domino R5

Starting the Upgrade Wizard


Now lets go to Susi Switchs workstation and finally run the Migration
Wizard. The following steps guide you through the process of running the
Migration Wizard:
1. Start the Notes client on your Notes workstation and open the mail file
of a user you have migrated from cc:Mail to Notes. We have started Susi
Switchs workstation and opened her mail file as shown in the following
picture:

2. In the open mailbox, you will see a list of all the migrated cc:Mail mail
messages. The second-last message was created by the Domino Upgrade
Services and has a copy of the users temporary Personal Address Book
attached (CCPMLIST.NS4). The last message you see in the list is the
Upgrade Notification message, which was created and sent by the
Domino administrator.

Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 137

3. Double-click on the Upgrade Notification message. The message opens,


and you can see the contents of the message, as shown in the following
picture:

4. Read the Upgrade Message and click on the Convert Local Data to
Notes button to start the Upgrade Wizard.
Note The last sentence in the Upgrade Message reads Press the button
below to convert your cc:Mail DB6 local information to Notes. You can
ignore the DB6 part of the sentence, as this upgrade message is the same
no matter what DB-version of cc:Mail you are going to migrate.

138 Moving from cc:Mail to Lotus Domino R5

The Notes Upgrade Services - cc:Mail to Notes part window is


displayed:

When the Upgrade Wizard started, it obtained the information it needs


to run successfully from the following sources:
1. Information obtained from the Upgrade Notification message:
The type of mail system being migrated (cc:Mail, Microsoft Mail, or
Microsoft Exchange)
The name of the users Notes mail server
Mapping between cc:Mail post office gateways and Domino
domains (cc:Mail users only)
A message ID; for the cc:Mail to Notes Upgrade Wizard, the
message ID is used to find the message in the users mail file so
that it can read gateway mapping information for processing
archives and private addresses.
2. Information obtained from the NOTES.INI file, found in the Notes
data directory on the users workstation (if not found there, first the
program directory will be searched, then the system path):

Personal Address Book (first entry in NAMES=)


Location of the Notes data directory (value of Directory=)
Notes mail file name (value of MailFile=)
User credentials (for example, password; value of
KeyFileName=)

Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 139

Selecting your user name


Follow these steps to select the cc:Mail user to be migrated.
1. Click Next to continue with the Lotus Notes Upgrade Services. The
following window appears, letting you select your cc:Mail user name
from a list:

2. Click the down arrow and select your cc:Mail user name, if it is not
already displayed. In our scenario, we selected Susi Switch.

Selecting an upgrade method


Follow these steps to select an upgrade method:
1. Click Next to Continue. The following window is displayed, giving you
two choices on how you want the upgrade done:

140 Moving from cc:Mail to Lotus Domino R5

2. The Upgrade Wizard lets a user migrate up to three types of personal


data, as shown in the following list:
Private mailing lists
Private addresses
Archives
When a user runs the Upgrade Wizard using the default Express
method, it processes all the available messaging data using the default
settings. When a Custom upgrade is selected, users can independently
migrate each of the available data types.
For example, during a Custom upgrade, a user migrating from cc:Mail
can independently select private addresses, private mailing lists, and
archives. The Upgrade Wizard reports an error if it cannot locate or
convert any of the data types.
3. We chose the Custom upgrade method for our scenario.

Selecting upgrade options


Follow these steps to choose the personal information items you want to
migrate to Notes.
1. Click Next to continue. The Upgrade Options dialog box appears:

2. Users you migrated to Notes may want to retain personal address book
information from cc:Mail after they switch to Notes. The Upgrade
Wizard lets users migrate personal address book information to a Notes
Personal Address Book (PAB).
Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 141

There are two types of personal address book entries users can migrate:
Personal addresses for users not listed in the public address book; for
example, Internet e-mail addresses
Personal mailing lists for distributing e-mail to multiple addresses at
one time
3. When migrating personal address book information, the Upgrade
Wizard converts private addresses to Contact entries in the PAB.
Note Users migrating from the cc:Mail Release 8.x client cannot migrate
private addresses. The reason is that in cc:Mail R2.x and R6.x, private
addresses are stored in the file PRIVDIR.INI on the users workstation,
and private lists are stored with the users mailbox on the server. The
cc:Mail R8.x client does not use PRIVDIR.INI, so the Upgrade Wizard
cannot migrate personal addresses for R8.x users.
4. Personal mailing lists are converted to multi-purpose groups in the PAB.
5. The Upgrade Wizard copies information from message attachments and
data files to the PAB on the users Notes client.
6. When migrating cc:Mail personal address book information, the
Upgrade Wizard extracts some personal address book information from
a message attachment and some from a data file on the users
workstation.
7. The Upgrade Wizard obtains a users private mailing lists, which are
stored with the users cc:Mail mailbox, from a PAB attachment in the
users Notes mail file.
Note To update a users Notes Personal Address Book with
information migrated from the cc:Mail users private mailing lists, the
Upgrade Wizard copies personal address book information from a
temporary Public Address Book sent to the user in an upgrade message.
The Upgrade Wizard detaches the temporary PAB (CCPMLIST.NS4)
from the upgrade notification message and copies the data from this
database to the users regular Personal Address book (NAMES.NSF).
Important At the time of writing this redbook, we used the Upgrade
Wizard within the Lotus Notes R5.0.1a client. During our tests, we found
that this version of the Upgrade Wizard will not copy the data from the
temporary PAB to the users standard PAB. We found that the
temporary PAB coming from the Domino Upgrade Services contained
all the migrated data from the users cc:Mail private mailing lists.
There are plans to fix this issue with the Upgrade Wizard in a future
release.

142 Moving from cc:Mail to Lotus Domino R5

Tip If you are going to perform a migration using the Upgarde Wizard
with the Notes R5.0.1a client, and if you run into the same problem as
explained in the preceding Important section, you can use the following
workaround for the problem:
Tip Open the temporary PAB (CCPMLIST.NS4) from your
NOTES\DATA directory. Select all the entries within the Contacts
view (remember entries from the cc:Mail users Private Mailing
List become Contacts in Notes), and copy them to the clipboard.
Close the temporary PAB and open your own Personal Address Book.
Make sure you are in the Contacts view, and paste the entries from the
clipboard into this view. This way you (the end user) have manually
done what the Upgrade Wizard will be able to do in a future release.
We performed exactly those same steps to bring the Contacts entries
from the temporary PAB into Susi Switchs PAB, as you will see later in
this chapter.
Because we were migrating users from cc:Mail R8.x, we unchecked
Private Addresses in the Upgrade Options dialog box as shown in the
previous picture. The Upgrade Wizard will not migrate Private
Addresses for cc:Mail R8.x for reasons we already explained earlier in
this step.

Selecting archive conversion options


Follow these steps to specify archive conversion options:
1. Click on Next to Continue. The Archive Conversion Options window
appears, as shown in the following picture:

Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 143

2. The options in this window let you specify what archive files you want
to convert and in what location you want the Notes archive database to
be stored. The cc:Mail Archives box lets you choose one of the following:
Migrate all archive files specified in WMAIL.INI
Select archive files to migrate
If you select Migrate all archive files specified in WMAIL.INI, the
Upgrade Wizard will migrate all .CCA files in the location specified in
the [cc:Archives] section of WMAIL.INI. If you choose Select archive
files to migrate, you can click Select Files and select archive files from
a location in the file system.
Note The cc:Mail Release 8.x client does not store information in the file
WMAIL.INI. As a result, when users of the Release 8.x client perform an
Express upgrade, the Upgrade Wizard does not migrate any archive
files. To migrate archives, cc:Mail Release 8.x clients must use the
Custom migration option and specify the location of archive files to
migrate.
3. Because we were using a cc:Mail Release 8.x client, we had previously
selected Custom select items to convert to Notes as the Upgrade
method and Select archive files to migrate, which enabled us to
specify the location of the cc:Mail archive files ourselfes.
4. Click on Select Files to continue. The Select Archive Files window
appears, as shown in the following picture:

144 Moving from cc:Mail to Lotus Domino R5

5. Browse through your file system and select the archive files you want to
be converted to Notes archive databases. In our scenario, we selected
one cc:Mail archive file (SAV0830.CCA), which was located on the C:
drive in CCMAIL\CLIENT\SUSI SWITCH.
6. Click Add to add the files you chose to the Selected files box, then click
Done to close this window. You are returned to the Archive Conversion
Options screen, as shown in the following picture:

The Notes Archives box lets you select the following:


The Notes mail file template to be used in creating the Notes archive
database
The directory in which to create the resulting Notes mail archive
database
7. The mail template specified in the Template name field will be used
by the Upgrade Wizard in order to create a Notes archive database. By
default, this is the template specified by the DefaultMailTemplate
variable in the users NOTES.INI file. This variable should not be
changed in most instances.
8. In the Folder field, you can specify where the Upgrade Wizard will
store the resulting Notes archive database. By default, the Upgrade
Wizard migrates all archives into a single Notes mail file database. By
default, the database is created in the MAIL subdirectory of the users
Notes data directory, as specified in NOTES.INI.
9. This location could also be a mapped drive pointing to a users home
directory somewhere on a LAN resource.
Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 145

10. Specify what archive files you want to convert and in what location you
want the Notes archive database to be stored. Leave the default name
MAIL50.NTF in the Template name field, unless you have a reason to
change it.
11. We chose to leave the defaults for the fields in the Notes Archives box.

Performing the upgrade


Follow these steps to finally perform the upgrade to Notes.
1. Click Next to continue. The Begin Upgrade window is displayed, as
shown in the following picture:

2. Click the Finish button to start the upgrade process. You are presented
with a window where you must enter the Notes users password, so that
the Upgrade Wizard is able to create the archive database. We entered
Susi Switchs password because we are using her Notes ID for this
migration.

146 Moving from cc:Mail to Lotus Domino R5

3. Enter the proper password and click OK to continue. The Upgrade in


progress window appears.

4. You can watch the upgrade progress by looking at the contents of the
window, as shown in the previous picture.
5. When the Upgrade Wizard has finished processing the data you had
selected, you are presented with the following window:

The previous picture shows us that the Upgrade Wizard has completed
converting our cc:Mail mailing lists and cc:Mail archives. It is now time
to verify the results of the migration and check the logs for any possible
errors.

Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 147

Checking if the migration was successful


If the Upgrade Wizard encounters errors while processing archive files or
directory information, it skips to the next record and continues. Failures are
logged, and after the wizard finishes processing all of the information, it
displays a status message reporting the number of messages processed.
Users may find that the message count of the migrated archive is lower than
the message count in the original archive. If there were multiple copies of
one message in the original archive, or in different archives, only one copy of
the message is migrated.
After the Upgrade Wizard finishes converting data from cc:Mail into Notes
data, users should complete the following tasks:

Check the Miscellaneous Events in the Notes log (LOG.NSF) to find out
whether there were any problems that might require further attention.

Verify that all messages in the source archive migrated successfully to


the Notes mail archive.

Remove the obsolete cc:Mail files from the users workstation. Before
users delete any data, it is recommended that they back up their old mail
files.

Every Notes user who performed a migration of his or her cc:Mail personal
address book and/or cc:Mail archive files using the Upgrade Wizard would
typically check the logs for errors and verify that all the data have arrived in
Notes and are complete.
The following steps will show you how we made these checks for Susi
Switch, the Notes user for whom we migrated the cc:Mail data:
1. Start the Notes client.
2. Select File - Database - Open from the menu bar.
3. Double-click on the log file for the user (LOG.NSF). The log file is
opened.
4. Select the Miscellaneous Events view.

148 Moving from cc:Mail to Lotus Domino R5

5. Look for the document with the date and time when the migration
process was performed. You should see log entries related to the
migration you performed as displayed in the following picture:

6. The log shown in the previous picture represents Susi Switchs log, and
we can see that the Upgrade Wizard successfully processed Susis
cc:Mail Private Address lists as well as her cc:Mail archives.
7. Now that we know, according to the log file, that the data have been
migrated successfully, lets have a look at the contents in Notes.
8. Open the users Public Address Book (PAB) in Notes and select the
Group view. You should see the groups the user had in cc:Mail
displayed in the view, as shown in the following picture:

Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 149

9. The previous picture shows that Susi had one private mailing list in
cc:Mail, which got migrated over to Notes as a group.
In order to verify the contents of the migrated groups, double-click on a
group entry. This is the contents of Susis group Team:

The following picture shows how this private mailing list looked in
cc:Mail:

150 Moving from cc:Mail to Lotus Domino R5

10. Open the Contacts view in the users Personal Address book. You should
see all the contacts which were manually transferred from the temporary
PAB using copy and paste. We described the reason for this manual
process earlier in this chapter. The following picture show the three
contacts as they appear in Susi Switchs PAB:

11. For reference, the following picture shows how these three entries
looked in Susi Switchs personal address book in cc:Mail:

Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 151

12. Now lets have a look at how the cc:Mail archives have been converted
into a Lotus Notes archive database.
As described earlier in this chapter, the Upgarde Wizard will migrate all
cc:Mail archives selected into a single Notes mail file database. This
database is stored into the MAIL subdirectory in the users Notes data
directory.
The Notes archive database derives an eight-character name from the
Notes name of the migrated user, to which a prefix A_ is added. So the
name of Susi Switchs Notes archive file should be A_SSWITC.NSF.
13. To open the Notes archive database, select File - Database - Open from
the menu bar on the Notes client desktop.
14. Double-click on the MAIL subdirectory to open it. You should see an
archive database that looks similar to this:

152 Moving from cc:Mail to Lotus Domino R5

15. In our scenario, we double-clicked on a_sswitc (cc:Mail Migrated


Archive) in order to open the database with Susi Switchs migrated
cc:Mail archive files. The following window appeared:

This window displays the contents of the Notes archive mail file, which
was converted over from an archive file created in cc:Mail.
This concludes the steps neccessary to look at the migrated users log file,
mailing list data and archive files in order to verify that the migration was
successful.

Chapter 5: Migrating personal cc:Mail data using the Upgrade Wizard 153

Summary
In this chapter, we first gave an overview of the user-based Upgrade Wizard
tool and its functions.
Then we described which cc:Mail data are migrated by the Upgrade Wizard
and which data are not migrated.
Next, we explained the steps required to install the Notes client, including
the Upgrade Wizard.
We documented how the Notes client is set up, as well as the steps
neccessary for the administrator to send an upgrade notification message to
end users.
Then we showed you how to run the Upgrade Wizard in order to migrate
local data from cc:Mail to Lotus Notes.
Finally, we looked at the end users log file and the converted data in Lotus
Notes to find out if the migration was successful.

154 Moving from cc:Mail to Lotus Domino R5

Chapter 6
Migrating Organizer data with the user migration tool
This chapter discusses the migration of stand-alone Organizer data.
Stand-alone Organizer users are defined as people who use Organizer
but do not connect in any way to other Organizer users.
The following topics are covered:

An overview of the migration process

Configuring the general settings

Migrating Organizer data

Summary

An overview of the migration process


The migration tool for stand-alone Organizer is provided as part of the
Notes R5 client. It is an end-user based migration tool.
A copy of the migration database is located on the Domino server where the
administrator configures the general settings. The database is then
distributed to the users. In their own time, users can enter their personal
Organizer details and migrate the required information to Lotus Notes.
The following information can be migrated from Organizer to Notes:
Organizer

Lotus Notes

Calendar

Users mail database, as appointments

To Do

Users mail database, as tasks

Address

Personal Address book

Calls

Users mail database, as tasks

Planner

Users mail database, as events

Notepad

Personal Journal database

Anniversaries

Users mail database, as anniversaries

155

Configuring the general settings


A number of general settings need to be configured by the administrator.
Once these are set, users will be able to use the database to migrate their
local Organizer files.
To configure the settings, follow these steps:
1. From your Lotus Notes client, open the database called cs2notes50.nsf.
This database is installed as part of the Notes client install.
2. From the main view, select Lotus Organizer.

3. Choose Settings from the navigator. If no settings document exists, a


new Settings for Organizer Migration document will appear. Edit this
document if it already exists.

156 Moving from cc:Mail to Lotus Domino R5

The Organizer migration document looks like this:

4. The first setting in this document is Users Organizer directory. Enter the
path where the user has Organizer installed.
Tip Think of this path as if you were sitting at the users desk.
5. Selecting the check box for Repeat Anniversaries will add any repeating
anniversaries from Organizer to the users Notes calendar. You can also
specify how long to repeat these anniversaries.
6. In the section, Do you have a Group Scheduling installation of
Organizer?, select one of the four options provided.
Note The No (PIM only) option is the same as stand-alone Organizer.
7. In the section, Where your copy of Organizer is installed, click
Workstation if the user is running Organizer from his or her own
machine. If the Organizer client is installed on a file server, click Server.

Chapter 6: Migrating Organizer data with the user migration tool 157

If you click Server, the document will change to display the following:

The button that is provided will install the required API files into the
correct directory on the server. To ensure that the files have been
installed correctly, check the status bar at the bottom of your Notes
client.
Note For this to work, the administrator will require write access to the
Organizer directory on the server.
8. The last setting in the migration document lets you specify who can
modify this document. We recommend that the administrators group
be added to this list.
Note Everybody in this list has edit access to the document.

Migrating Organizer data


The Organizer migration tool is an end-user based tool. This means that
users wishing to migrate their Organizer data will need to enter information
relating to their Organizer setup.
Once the users have access to the Calendar and Schedule Migration database
located on the Domino server, they can migrate their personal Organizer
information.

158 Moving from cc:Mail to Lotus Domino R5

Follow these steps to migrate your Organizer data:


1. Open the Calendar and Schedule Migration database (cs2notes50.nsf).
The following screen is displayed:

2. Click on Lotus Organizer. The following screen is displayed:

3. Select Click Here to Create or Modify Migration Document. This


displays the user migration document.

Chapter 6: Migrating Organizer data with the user migration tool 159

Define Source section


In the first step, you need to provide your personal Organizer information.
The Define Source section of the migration document looks like this:

1. Select what version of Organizer you are using. Organizer 2.1 is selected
by default.
2. In the Organizer directory field, select the path to the Organizer
executable files. If you are running from a node install of Organizer, you
need to enter the path to the local information.
3. To select the Organizer filename, use the Browse button if required.
4. The Organizer Login Name is only required if you have group
scheduling installed. In this case, add your name as it is known in
cc:Mail.

Click the Button to Export section


Once the correct user information has been entered, it is time to export the
information out of the Organizer file.
1. Click the Export Organizer File button, as shown in the following figure:

2. A dialog box is displayed that lets you choose what sections of


Organizer you want to migrate. By default, all options are selected. Click
OK to continue.

160 Moving from cc:Mail to Lotus Domino R5

When the export is completed, the following screen is presented:

3. Click OK to proceed to the next step.

Define Destination section


In this stage of the process, you need to define the destination of the
information you have just exported. The following figure shows the Define
Destination section where you specify that information:

1. Click the Find my mail file button to complete the Mail File information
field. The relevant information is retrieved from the NOTES.INI file.

Chapter 6: Migrating Organizer data with the user migration tool 161

You may want to click the Verify mail button to open the mail file. This
enables you to confirm that this is indeed your mail file. The following
message is displayed before the mail file is opened.

2. Click OK. Once the mail file has opened successfully, close it to return to
the migration document.
3. By default, the second field in the document titled Your Local Name and
Address Book is automatically filled in. Click the Verify NAB button to
ensure that the correct Personal Address Book is being used. The
following message is displayed:

4. The last field in the Define Destination section asks you to enter the
name of your Personal Journal. You can leave this blank since a personal
journal will be created if it is required. For the tool to create the personal
journal, it requires access to the journal.ntf file.
Note When using the Notes R5 client, the personal journal database is
not created.

162 Moving from cc:Mail to Lotus Domino R5

Click the Import Button


With all of the information correctly added, it is now time for the user to
click the Begin Import button. This adds the information that was exported
from Organizer into Lotus Notes.
You can check the status of the import process in the status bar.
When the import is completed, the following message appears:

Reopen this document to see statistics section


Now that the process is complete, you can view the statistics of what has
been migrated. To do this, first close the current migration document and
then reopen the same document.
You can find the migration statistics at the end of the document. It looks like
this:

Chapter 6: Migrating Organizer data with the user migration tool 163

Summary
This chapter described the steps involved in migrating stand-alone
Organizer data using the end-user based migration tool provided with the
Notes R5 client.
First, we gave an overview of the migration process. We listed the Organizer
data that is migrated by the tool, and how it appears in Notes.
Then, we covered the general settings that need to be configured by the
administrator, before showing the steps that the users need to perform to
migrate their Organizer data.

164 Moving from cc:Mail to Lotus Domino R5

Special notices
This publication is intended to help cc:Mail and Lotus Domino
administrators migrate users and data from cc:Mail and Organizer to Lotus
Domino R5. The information in this publication is not intended as the
specification of any programming interfaces that are provided by Lotus
Domino. See the publications section of the announcement for Lotus Domino
and related products for more information about what publications are
considered to be product documentation.
References in this publication to IBM products, programs, or services do not
imply that IBM intends to make these available in all countries in which IBM
operates. Any reference to an IBM product, program, or service is not
intended to state or imply that only IBMs product, program, or service may
be used. Any functionally equivalent program that does not infringe any of
IBMs intellectual property rights may be used instead of the IBM product,
program, or service.
Information in this book was developed in conjunction with use of the
equipment specified, and is limited in application to those specific hardware
and software products and levels.
IBM may have patents or pending patent applications covering subject
matter in this document. The furnishing of this document does not give you
any license to these patents. You can send license inquiries, in writing, to the
IBM Director of Licensing, IBM Corporation, North Castle Drive, Armonk,
NY 10504-1785.
Licensees of this program who wish to have information about it for the
purpose of enabling: (i) the exchange of information between independently
created programs and other programs (including this one) and (ii) the
mutual use of the information which has been exchanged, should contact
IBM Corporation, Dept. 600A, Mail Drop 1329, Somers, NY 10589 USA.
Such information may be available, subject to appropriate terms and
conditions, including in some cases, payment of a fee.
The information contained in this document has not been submitted to any
formal IBM test and is distributed AS IS. The information about non-IBM
(vendor) products in this manual has been supplied by the vendor and
IBM assumes no responsibility for its accuracy or completeness. The use of
this information or the implementation of any of these techniques is a
customer responsibility and depends on the customers ability to evaluate
Special notices 165

and integrate them into the customers operational environment. While each
item may have been reviewed by IBM for accuracy in a specific situation,
there is no guarantee that the same or similar results will be obtained
elsewhere. Customers attempting to adapt these techniques to their own
environments do so at their own risk.
Any pointers in this publication to external Web sites are provided for
convenience only and do not in any manner serve as an endorsement of
these Web sites.
Any performance data contained in this document was determined in a
controlled environment, and therefore the results that may be obtained in
other operating environments may vary significantly. Users of this document
should verify the applicable data for their specific environment.
This document contains examples of data and reports used in daily business
operations. To illustrate them as completely as possible, the examples
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used by an actual business enterprise is entirely coincidental.
Reference to PTF numbers that have not been released through the normal
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process.
The following terms are trademarks of the International Business Machines
Corporation in the United States and/or other countries:
AIX
AS/400
BookManager
BookMaster
DB2
DB2 Universal Database
IBM
MQSeries

NetView
Network Station
OS/2
OS/400
OS/390
VisualAge
Visual Beans
VisualGen

The following are trademarks of Lotus Development Corporation in the


United States and/or other countries:
1-2-3
Approach
cc:Mail
DataLens
Freelance
InterNotes
166 Moving from cc:Mail to Lotus Domino R5

LotusScript
Lotus SmartSuite
Notes HiTest
Notes ViP
Notes Mail
NotesPump

InterNotes Web Publisher


Lotus
Lotus Domino
Lotus Notes Reporter
Lotus Notes
Video Notes
Word Pro

Organizer
NotesSQL
Notes/FX
Phone Notes
Phone Notes Mobile Mail
SmartIcons

The following terms are trademarks of other companies:


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countries.
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licensed exclusively through X/Open Company Limited.
SET and the SET logo are trademarks owned by SET Secure Electronic
Transaction LLC.
Other company, product or service names may be the trademarks or service
marks of others.

Special notices 167

168 Book Title

Related publications
The publications listed in this section are considered particularly suitable for
a more detailed discussion of the topics covered in this redbook.

International Technical Support Organization Publications


For information on ordering these ITSO publications see How To Get ITSO
Redbooks.

 A Roadmap for Deploying Domino in the Organization, IBM form number


SG24-5617, Lotus part number CT6P8NA

 The Next Step in Messaging: Upgrade Case Studies for Lotus cc:Mail to Lotus
Domino and Lotus Notes, IBM form number SG24-5100, Lotus part
number 12992

 The Three Steps to Super.Human.Software: Compare, Coexist, Migrate. From


Microsoft Exchange to Lotus Domino. Part One: Comparison, IBM form
number SG24-5614, Lotus part number CT7QTNA

 The Three Steps to Super.Human.Software: Compare, Coexist, Migrate. From


Microsoft Exchange to Lotus Domino. Part Two: Coexistence and Migration,
IBM form number SG24-5615, Lotus part number CT7QWNA

 Eight Steps to a Successful Messaging Migration:A Planning Guide for


Migrating to Lotus Notes and Domino, IBM form number SG24-5335, Lotus
part number CT6HINA

 The Next Generation in Messaging: Moving from Microsoft Mail to Lotus


Notes and Domino, IBM form number SG24-5152, Lotus part number
CT7SBNA

 The Next Generation in Messaging: Moving from Novell GroupWise to Lotus


Notes and Domino, IBM form number SG24-5321, Lotus part number
CT7NNNA

 Lotus Domino R5.0 Enterprise Integration: Architecture and Products, IBM


form number SG24-5593, Lotus part number CT6QUNA

169

 Lotus Solutions for the Enterprise, Volume 1. Lotus Notes: An Enterprise


Application Platform, IBM form number SG24-4837, Lotus part number
12968

 Lotus Solutions for the Enterprise, Volume 2. Using DB2 in a Domino


Environment, IBM form number SG24-4918, Lotus part number
CT69BNA

 Lotus Solutions for the Enterprise, Volume 3. Using the IBM CICS Gateway
for Lotus Notes, IBM form number SG24-4512

 Lotus Solutions for the Enterprise, Volume 4. Lotus Notes and the MQSeries
Enterprise Integrator, IBM form number SG24-2217, Lotus part number
12996

 Lotus Solutions for the Enterprise, Volume 5. NotesPump, the Enterprise Data
Mover, IBM form number SG24-5255, Lotus part number CT69DNA

 Lotus Domino R5.0: A Developers Handbook, IBM form number SG24-5331,


Lotus part number CT6HPIE

 Lotus Notes and Domino R5.0 Security Infrastructure Revealed, IBM form
number SG24-5341, Lotus part number CT6TPNA

 Enterprise-Wide Security Architecture and Solutions, IBM form number


SG24-4579

 Understanding LDAP, IBM form number SG24-4986


 LotusScript for Visual Basic Programmers, IBM form number SG24-4856,
Lotus part number 12498

 Secrets to Running Lotus Notes: The Decisions No One Tells You How to
Make, IBM form number SG24-4875, Lotus part number AA0424

 Deploying Domino in an S/390 Environment, IBM form number SG24-2182,


Lotus part number 12957

 Developing Web Applications Using Lotus Notes Designer for Domino 4.6,
IBM form number SG24-2183, Lotus part number 12974

 High Availability and Scalability with Domino Clustering and Partitioning on


Windows NT, IBM form number SG24-5141, Lotus part number
CT6XMIE

 From Client/Server to Network Computing, A Migration to Domino, IBM


form number SG24-5087, Lotus part number CT699NA

 Lotus Domino Integration Guide for IBM Netfinity and IBM PC Servers, IBM
form number SG24-2102

170 Moving from cc:Mail to Lotus Domino R5

 Lotus Domino Release 4.6 on IBM RS/6000: Installation, Customization and


Administration, IBM form number SG24-4694, Lotus part number 12969

 High Availability and Scalability with Domino Clustering and Partitioning on


AIX, IBM form number SG24-5163, Lotus part number CT7J0NA

 AS/400 Electronic-Mail Capabilities, IBM form number SG24-4703


 Mail Integration for Lotus Notes 4.5 on the IBM Integrated PC Server for
AS/400, IBM form number SG24-4977

 Using Lotus Notes on the IBM Integrated PC Server for AS/400, IBM form
number SG24-4779

 Lotus Domino for AS/400: Installation, Customization and Administration,


IBM form number SG24-5181, Lotus part number AA0964

 Lotus Domino for S/390 Release 4.6: Installation, Customization &


Administration, IBM form number SG24-2083, Lotus part number
AA0963

 Lotus Domino for S/390 Performance Tuning and Capacity Planning, IBM
form number SG24-5149, Lotus part number CT6XNIE

 Porting C Applications to Lotus Domino on S/390, IBM form number


SG24-2092, Lotus part number AB1720

 Enterprise Integration with Domino for S/390, IBM form number SG24-5150
 Managing Domino/Notes with Tivoli Manager for Domino, Enterprise Edition,
Version 1.5, IBM form number SG24-2104

 Measuring Lotus Notes Response Times with Tivolis ARM Agents, IBM form
number SG24-4787, Lotus part number CT6UKIE

 Implementing LAN Server for MVS in a Lotus Notes Environment, IBM form
number SG24-4741 (soft copy only)

 Using ADSM to Back Up Lotus Notes, IBM form number SG24-4534


 NetFinity V5.0 Database Support, IBM form number SG24-4808
 Lotus Approach to DB2, IBM form number SG24-4685

Related publications 171

Redbooks on CD-ROMs
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SK2T-8039

Tivoli Redbooks Collection

SK2T-8044

Application Development Redbooks Collection

SK2T-8037

RS/6000 Redbooks Collection (BkMgr)

SK2T-8040

RS/6000 Redbooks Collection (PDF Format)

SK2T-8043

AS/400 Redbooks Collection

SK2T-2849

Transaction Processing and Data Management Redbooks Collection

SK2T-8038

Networking and Systems Management Redbooks Collection

SK2T-6022

System/390 Redbooks Collection

SK2T-2177

Netfinity Hardware and Software Redbooks Collection

SK2T-8046

IBM Enterprise Storage and Systems Management Solutions

SK3T-3694

172 Moving from cc:Mail to Lotus Domino R5

How to get ITSO redbooks


This section explains how both customers and IBM employees can find out about ITSO
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175

176

Index
A
Adding the MTA as a server task, 38
ADE propagation changes, 31
ADE relationships, 4
Admin utility, 4
Administration tools, 4
Administrator access to the
mail file, 81
Administrator-based migration
tool, 49
Advanced MTA design, 11
Aliases, 6, 32
Archives, 51, 117, 143, 144
Automatic Directory Exchange, 4
Automatic restart of the MTA, 26

B
Backing up data, 39, 58, 148
Bad message queue, 29
Basic cc:Mail concepts, 1
Broadcaster, 19
Bulletin boards, 42, 76, 105

Configuration Assistant, 10
Configuring the Domino server, 11
Configuring the MTA, 21
Connection document, 32
Conversion types, 17
Creating a calllist entry, 38
Custom installation, 54

D
DB6 post office, 3, 30, 50
DB8 post office, 3, 30, 50
Designer access, 7
Directory conversion, 17
Directory entry, 5
Disk space, 54
Division propagation type, 19
Domino Administrator client, 58
Domino domain name, 7
Domino Upgrade Services, 49
Downloading the cc:Mail MTA, 8
Duplicate group names, 84

Enterprise propagation types, 19

Call password, 19
Calling the post office, 20
calllists, 5
cc:Mail basics, 1
cc:Mail MTA configuration, 21
cc:Mail MTA, installation, 7, 8
cc:Mail MTA, operation, 37
cc:Mail Post Office Server
document, 18, 29
cc:Mail Release 6.3, 75, 78
cc:Mail Router, 4, 16
cc:Mail subnet, 19
CCPOMS, 3
Checking the Domino log, 40
Checking the logs, 99, 100, 148
CLANDATA, 3
Cleaning up the directories, 39
Comments field, 90

F
File-sharing, 2
Foreign cc:Mail Domain document,
34

G
Gateways, 6

H
Hub post office, 8, 18

I
Inactive accounts, 55
Included sections, 91
Installing the Administrator client, 58

Installing the cc:Mail MTA, 7, 8


Installing the Notes client, 124
Installing the Upgrade Wizard, 118
Invalid names, 56

L
load ccmta, 37
Location types, 5, 79, 101

M
Mail file, administrator access, 81
Mailing-list titles, 31
Meeting invitations, 52
Message conversion, 17
Message size limit, 27
Message store, 3
Migrated data, 50, 52
Migrating bulletin boards, 105
Migrating Organizer data, 90, 155
Migrating personal cc:Mail data, 117
Migrating private mailing lists, 115
Migrating public mailing
lists, 84, 102
Migrating users, 66
Migration tools, 49, 58, 155
MLANDATA, 3
Mobile users, 118
MSGMGR, 54
MTA calling Router, 33
MTA Server form, 15, 24
MTATBLS.NSF, 7, 10
Multi-domain Notes backbone, 27
Multiple Connection documents, 33
Multiple Router sessions, 5

N
Nested folders, 51
Nested groups, 88
Network drive, 16
Notes backbone, 27
Notes group names, 31
Notes Named Network, 19

177

Operating the cc:Mail MTA, 37


Organizer, 6, 32, 90, 155
Organizer calls, 109

tell ccmta q, 38
Testing mail transfer, 115
To Do section, 110
Types of Notes groups, 87

P
Passwords, 57, 80
Pending mail messages, 7
Pending meeting notices, 91
Performance, 53, 54
Personal address book
information, 141
Polling time interval, 43
Port 21, 16
Port CC0, 16, 38
Post office mail queues, 58
Post office structure, 2
Pre-installation tasks for MTA, 7
Preparation tasks, 53, 55
Private mailing lists,
51, 75, 115, 117, 142
PRIVDIR.INI, 51
Propagating Notes groups, 47
Propagating public mailing lists, 47
Propagation types, 19
Protocols, 16
Public Address Book, 13
Public Mailing Lists, 23, 47, 84

U
Upgrade notification message, 130
Upgrade Wizard, 51, 117
Using the Configuration
Assistant, 10

V
Verification tasks, 99, 148
VIM applications, 6

W
Work path, 16
Workaround, 143

R
Registration Server, 69
Release 8.x client, 142, 144
Repeating items, 52
Restart timer field, 25
Router utility, 4
Routing tasks field, 24
Running the Upgrade Wizard, 136

S
Scheduled meetings, 107
Selecting the MTA server, 14
Setting up the Notes client, 124
Short name, 28
Single-copy message store, 3
Stand-alone Organizer, 155
Starting the MTA, 37
Stopping the MTA, 38
Subnet, 19
Synchronizing the directories, 39

178 Moving from cc:Mail to Lotus Domino R5

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Copyright IBM Corp. 1999

179

180

xii Lotus Domino Release 5.0: A Developers Handbook

SG24-5649-00
Part No. CT6Q9NA

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Printed in the U.S.A.

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Marion Hawker, Harry Blumenstock, Kevin OConnell

International Technical Support Organization


SG24-5649-00
SG24-5649-00

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SG24-5649-00