The Most Important Aspect of a Notes Migration

Aug. 21st 2013


There are some aspects of a Lotus Notes Migration to Exchange that are more important than others, but they probably aren’t what you would expect.

Over the past five years of doing these mail migrations I’ve found that the most successful migrations come down to three common factors:
1) Good Analysis
2) Extensive Planning
3) Appropriate Expectations

That may seem like a given but sadly it’s far from it.

Good Analysis gives you a true understanding of what your source data is. This lets you plan how long your migrations will take, how many migration machines you need to setup and what kinds of data your actually migrating. In the end, understanding what you have will better prepare you for supporting what you migrate.

Planning seems like it should be easy enough from the start of a migration project. You only need some servers, and the software right? We all wish it were that easy. The reality is that yes, you need the servers and software, but you need to plan for:
• Migration space and expansion for growth on your Exchange server.
• You need to plan for when you need to be done with your migration and how many people per day you need to migrate.
• You need to know how much data you need to migrate per person.
• What kind of data you need to migrate. Do you need only calendar, mail, both?
• How are users going to connect to their new Exchange mailbox? OWA? Outlook Clients?
• How are you going to support your users after they are migrated? What kind of call volume can your support desk handle?
• Can you migrate during the day or will that impact your production servers too much? This is a limiting factor on how quickly you can migrate.
• Do you need coexistence?

These are just some examples of the common things to put a plan in place for. These are just the tip of the questions you need to ask and investigate before you start your migration. A rich plan will make your migration go much more smoothly.

And finally, setting appropriate expectations is probably the most important of all. Migrations are a translation from one system to another not a copy and paste. Knowing the limitations of a migration will help to control the support calls after the migration.

Starting with those three basic migration concepts will get you far in the start of your migration.

Author: Dave Cook, LeadThem Security  Notes Architect





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