Migration Guide
Microsoft® Exchange Server
E-mail Server with Integrated Groupware
Version 4.0

Microsoft Corporation

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Contents

Before You Begin
Microsoft Exchange Server Documentation
About This Guide
System Requirements
Servers
Clients
Document Conventions
Chapter 1    Creating a Migration Strategy
Planning Overview
Creating a Migration Team
Choosing When to Move Users
Establishing and Maintaining Connections
Converting Messaging Applications
Using MAPI Service Providers
Maintaining External Addresses
Establishing Naming Conventions
Handling Migrated Messages
Maintaining Directories
Moving Scheduling Information
Maintaining Distribution Lists
Moving Distribution Lists
Setting Up a Forwarding Scheme
Converting Distribution Lists to Public Folders
Maintaining Duplicate Distribution Lists
Disabling Distribution Lists
Updating Distribution Lists
Routing External Messages
Moving Remote Users
Creating a Contingency Plan
Testing Your Plan
Testing Directory Maintenance
Chapter 2    Using the Migration Wizard
Importing Migration Files
Replacing Custom Recipients with Mailboxes
Limitations of Migrating Custom Recipients to Mailboxes
Replacing Custom Recipients with Mailboxes Manually
Deleting Custom Recipients While Preserving Directory Information
Deleting Custom Recipients and the Directory Information
Chapter 3    Directory Import and Export
Establishing or Changing Naming Conventions
Display Names
Aliases, Directory Names, and Windows NT Account Names
Given Names and Surnames
Creating or Changing E-Mail Addresses
Creating the Primary Address
Replacing the Primary Address
Creating Secondary Addresses
Changing or Removing Secondary Addresses
Creating or Changing Distribution Lists
Creating Distribution Lists
Changing Distribution Lists
Maintaining Directories
Importing Custom Recipients
Exporting Directory Information
Converting Network Accounts to Mailboxes
Removing Migrate Addresses
Chapter 4    Migrating from Microsoft Mail for PC Networks
Scenarios
One Postoffice
Few Postoffices Migrating to One Site
Multiple Postoffices or Mail Systems Migrating to Multiple Sites
Issues to resolve
Using Microsoft Exchange Clients with the Microsoft Mail (PC) Information Service
Using the Microsoft Mail (PC) Information Service
Upgrading to Microsoft Exchange and the MS Mail Information Service
Schedule+ Coexistence with the MS Mail Information Service
Hardware Requirements for Clients
Phased Migration Options
Migrating a Partial Postoffice
Migrating an Entire Postoffice
Gateway Passthrough Support
Migrating to the Internet Mail Connector
Migrating from an X.400 Gateway to an X.400 Connector
Coexistence with the AT&T® Gateway and the Internet Mail Connector
Groups and Distribution Lists
File Format API Applications
Custom Commands, Menus, and Message Types
Custom Menus
Custom Commands
Custom Message Types
Electronic Forms Designer (EFD) 1.0 Forms
Form Browser
MEFLIB.DLL and EFD on Windows NT
APPEXEC.DLL/APPXEC32.DLL
Remote Users and Offices
Template Information
Mail Message Files
Personal Address Books and Lists
Shared and Group Folders to Public Folders
Private Folders
MS-DOS Client Messages
Schedule+ Messages and Calendars
Coexistence During Migration
Connectivity
Directory Synchronization
Schedule+
Migration Tools
One-Step Migration
Two-Step Migration
Creating the User List
Modifying the User List
Migrating Mailboxes
Terms
Chapter 5    Migrating from Microsoft Mail for AppleTalk Networks
Preparing for Migration
Migrating Custom Forms
Migrating Groups
Migrating Mailboxes
Specifying Options in a Control File
Selecting Default Options on the User Interface
Migrating MS-DOS Clients
Importing the Migration Files
Performing a Multiphase Migration
Connecting Sites
Supporting the Native Gateway During Migration
Converting Gateway Recipients
Chapter 6    Migrating From Lotus cc:Mail
Migration Options
One-Step Migration
Two-Step Migration
Migrating Archived Messages
Changing Naming Conventions
Migrating Long Mailbox Names
Mailbox Names Longer Than 64 Characters
Mailbox Names Longer Than 57 Characters
Creating Windows NT Accounts
Matching Windows NT Accounts
Migrating Lotus Organizer Information
Migrating Rules
Migrating Bulletin Board Messages
Migrating Public Mailing Lists to Distribution Lists
Migrating Mobile Users
Lotus cc:Mail Mobile for Windows
Lotus cc:Mail Mobile for MS-DOS
Lotus cc:Mail Mobile for Apple Macintosh
Maintaining Coexistence
Chapter 7    Migrating from IBM PROFS and OfficeVision/VM
Microsoft Exchange Server Host Migration ToolsSupport and Services
Attachmate Corporation
Digital Systems Integration Enterprise Messaging Services
Icom Solutions Ltd.
Microsoft Consulting Services
SysTEAMus Corporation
Migration Options
Multiphased Migration
Choosing an Approach to Multiphase Migration
Scheduling Application Coexistence
Connecting IBM PROFS to Microsoft Exchange Server
Keeping Directories Up-to-Date
Retaining Existing External Addresses
Extracting Information from IBM PROFS
How the Source Extractor Works
Single-instance Storage
Command-Line Programs in the Source Extractor
Document Migration
Preparing to Migrate Data
MIGRATOR
MIGXFER
NOTIFY
Installing the IBM PROFS Source Extractor
Customizing Executable Files After Installation
Maintaining Directories During a Multiphase Migration
Extracting Custom Recipients from PROFS
Moving the Custom Recipient File to the Microsoft Exchange Server
Creating Mailboxes
Migrating Data
Troubleshooting the Source Extractor
Insufficient Memory
Errors During Data Migration
Account Missing From the MIGRATOR STATUS File
Can’t Migrate Only PAB
Importing Migration Files
Source Extractor Programs
Creating Custom Recipient Data
Creating Mailbox Creation Data
Extracting Notes Data
Chapter 8    Migrating from Verimation MEMO
Microsoft Exchange Server Host Migration ToolsSupport and Services
Attachmate Corporation
Digital Systems Integration Enterprise Messaging Services
Icom Solutions Ltd.
Microsoft Consulting Services
SysTEAMus Corporation
Introduction
Installing the Memo Source Extractor
Prepare for Installation
Unload the MEMO Source Extractor
Run the MEMO Source Extractor Set-Up Job
Create the Error Message File
Update the Sample JCL Jobs
Modify the MEMO User Profiles
Customize the Error Messages
Transfer Formatted Messages
Test the Installation
Performing the Migration
Choose Single-Phase Or Multi-Phase Migration
Run the UserList Function MIGGENU
Run the Migrate Users Function MIGMIGU
Connecting MEMO to Microsoft Exchange Server
Sending Messages from MEMO to Microsoft Exchange Server
Sending Messages from Microsoft Exchange Server to MEMO
Troubleshooting the MEMO Source Extractor
UserList Error Messages
Migrate Users Error Messages
UserList and Migrate Users Error Messages
MEMO Glossary
Chapter 9    Migrating from Digital ALL-IN-1
Microsoft Exchange Server Host Migration ToolsSupport and Services
Attachmate Corporation
Digital Systems Integration Enterprise Messaging Services
Icom Solutions Ltd.
Microsoft Consulting Services
SysTEAMus Corporation
Before Migrating
Theory of Operation
International Issues
Converting System Distribution Lists
Converting Information for Migration
Nickname Lists
Personal Data
WPS-PLUS, DX and Mass-11Ô Documents
Preventing Server Overload
Extracting Information from Digital ALL-IN-1
Prerequisites
Installing the Extractor
Guidelines for Using the Source Extractor
Limiting Batch Size
Reprocessing Users
Running Multiple Instances of the Source Extractor
Migrating Systems Without DECnet™ and Message Router
Creating Migration Files
Extracting Information
Post-Migration Tasks
Appendix A    Configuring Scheduling Resource Accounts 
Appendix B    Creating a Source Extractor 
Designing Your Source Extractor
Choosing the Addressing Conventions
Choosing Information to Extract
Configuring Command-Line Options
Configuring Special Features
Formatting the Migration Files
Formatting the Packing List File
Formatting the Primary Files
Directory Information
PAB Entries and Personal Distribution Lists
Messages and Public Folders
Formatting the Secondary Files
Free Documents
Schedule Data
Editing Migration Files
Troubleshooting Errors
Troubleshooting the Primary Files
Troubleshooting the Secondary Files
Appendix C    Command-Line Options for the Migration Wizard
Appendix D    Schema Properties and Attributes
Mailbox
Custom Recipient
Distribution-List
Public Folder

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