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Microsoft Exchange 2000 and Lotus Domino Coexistence and Migration

Archived content. No warranty is made as to technical accuracy. Content may contain URLs that were valid when originally published, but now link to sites or pages that no longer exist.
Published: April 1, 2002

By John Westworth and Randy Treit

Exchange Core Documentation
Produced by Exchange User Education

Technical Reviewer: Brandon Hoff
Project Editor: Susan Bradley
Designer: Kristie Smith

On This Page

Microsoft Exchange 2000 and Lotus Domino Coexistence and Migration
Part 1: Deploying Exchange 2000 in a Lotus Domino Environment
Understanding Coexistence Between Exchange 2000 and Lotus Domino
Configuring Exchange 2000 in a Lotus Domino Environment
Part 2: Migrating from Lotus Domino to Exchange 2000 Server
Understanding Migration from Lotus Domino to Exchange 2000
How to Migrate from Lotus Domino to Exchange 2000
Additional Resources

Microsoft Exchange 2000 and Lotus Domino Coexistence and Migration

For the latest information, see http://www.microsoft.com/exchange

This technical article describes how to deploy Microsoft® Exchange 2000 Server in a Lotus Domino and Lotus Notes Release 5 or later messaging environment and how to migrate from a Lotus Domino messaging environment to an Exchange 2000 messaging environment using some of the tools included with Exchange 2000.

Before proceeding with the deployment steps covered in this article, you must have a thorough understanding of basic Lotus Domino, Exchange 2000, and Microsoft® Windows® 2000 Server deployment and administration concepts. If you are unfamiliar with concepts such as Lotus Domino domains, Lotus Domino certifier IDs, named networks, Windows® 2000 Active Directory® directory service, Exchange connectors, and so on, you must familiarize yourself with these concepts prior to implementing the steps in this article. See "Additional Resources" later in this article for more information.

This paper is divided into two sections:

  • Part 1: Deploying Exchange 2000 in a Lotus Domino Environment

  • Part 2: Migrating from Lotus Domino to Exchange 2000

The first section of this paper explains how to introduce Exchange 2000 into an existing Lotus Domino messaging environment so that both messaging systems can coexist and interact with one another. After implementing the steps in this section, users whose mailboxes reside on a server running Exchange 2000 can send messages, check schedule information (free and busy information), and perform other messaging tasks with users whose mailboxes reside on a server running Lotus Domino.

Note: Lotus Domino is the messaging server to which the messaging client, Lotus Notes, connects; just as Exchange 2000 is the messaging server to which the messaging client, Microsoft Outlook®, connects. In the context of this paper, the phrases "Lotus Domino user" or "Lotus Notes user" refer to a user using the Lotus Notes messaging client to connect to the Lotus Domino messaging server.

The second section of this paper explains how to migrate users from Lotus Domino Release 5 (R5) after coexistence with Exchange 2000 is established in the Lotus Domino environment. While Lotus Domino Release 4.6 is also supported, the specific steps may be different if you are using R4.6. This paper assumes you are using Lotus Domino R5.

Part 1: Deploying Exchange 2000 in a Lotus Domino Environment

This section explains how to deploy Exchange 2000 in an existing Lotus Domino messaging environment. In order to implement all of the functionality described in this section, you must install Exchange 2000 Service Pack 1 (SP1) or later. Some functionality, such as scheduling information, is not available in Exchange 2000 versions before SP1. After reading this section, you will understand how to deploy Exchange 2000 in your Lotus Domino environment, and thus enable users of both messaging systems to interact with each other as if they are members of the same messaging system.

This section is divided into two subsections:

  • Understanding Coexistence Between Exchange 2000 and Lotus Domino

  • Configuring Exchange 2000 in a Lotus Domino Environment

The first subsection provides the background information you need to deploy Exchange 2000 in your existing Lotus Domino messaging environment. The second subsection provides the actual deployment steps.

Understanding Coexistence Between Exchange 2000 and Lotus Domino

When you deploy Exchange 2000 in your existing Lotus Domino environment, you enable users of both messaging systems to interact with each other as if they are members of the same messaging system. Coexistence consists of the following three actions:

  • Directory synchronization

  • Message conversion between Lotus Domino and Exchange formats

  • Calendar synchronization

Exchange Connector for Lotus Notes synchronizes directories and converts messages between the coexisting systems. This connector is designed to facilitate coexistence between Exchange 2000 and Lotus Domino messaging environments.

Exchange Calendar Connector performs calendar synchronization. Calendar synchronization enables Exchange 2000 and Lotus Domino users to access each other's schedule information. Calendar Connector interacts with Exchange Connector for Lotus Notes to keep schedule information between both messaging systems current.

Information on using Exchange Connector for Lotus Notes and Calendar Connector to facilitate coexistence can be found later in this section in the subsection titled "Configuring Exchange 2000 in a Lotus Domino Environment."

This section covers the following topics:

  • Directory synchronization

  • Message conversion

  • Calendar synchronization

Directory Synchronization

Lotus Domino and Exchange 2000 use different directory services to store information such as users, groups, resources, and so on. Exchange 2000 uses Active Directory, while Lotus Domino uses its own directory service. In order to function as a single environment, Exchange 2000 data is replicated to the Lotus Domino directory, and Lotus Domino data is replicated to Active Directory. After the directories are synchronized, each directory service contains a complete copy of the directory data (users, groups, and so on) for the combined messaging organization.

Directory synchronization consists of two separate, sequential processes:

  • Synchronizing recipients from Active Directory to Lotus Domino

  • Synchronizing recipients from Lotus Domino to Active Directory

The process is bi-directional during scheduled directory synchronization.

The following figure depicts the connections between Exchange 2000, Active Directory, and Lotus Domino. Messages, calendar information, and user attributes are updated in both directories.

Cc750304.ex2kl01(en-us,TechNet.10).gif

Figure 1: Directory synchronization between Lotus Domino and Exchange 2000

Note that in the above illustration, Exchange 2000 relies on Active Directory to maintain all directory information.

Synchronizing Directory Entries from Lotus Domino to Active Directory

When synchronizing directory entries from Lotus Domino to Active Directory, Exchange Connector for Lotus Notes polls the directory on the server running Lotus Domino and updates Active Directory with any changes, such as new contacts.

Synchronizing Directory Entries from Active Directory to Lotus Domino

When synchronizing directory entries from Exchange 2000 to Lotus Domino, Exchange Connector for Lotus Notes polls Active Directory and creates an export message that contains the transactions necessary to update existing contacts or create new contacts in the Lotus Domino directory.

Choosing the Recipients to Synchronize to Active Directory

Exchange Connector for Lotus Notes lets you specify the container in Active Directory to which to synchronize Lotus Domino recipients. During synchronization, existing Lotus Domino recipients are created as user accounts in Active Directory. You can create the following types of user accounts in Active Directory:

  • Disabled Windows user accounts

  • New Windows user accounts

  • Windows contacts

Choosing the Recipients to Synchronize to Lotus Domino

Exchange Connector for Lotus Notes lets you filter addresses that you synchronize from Exchange 2000 to Lotus Domino. You can use the address filters to:

  • Define containers that hold subsets of Exchange 2000 users and select only the appropriate containers to synchronize to Lotus Domino. For example, you might synchronize your existing Lotus Domino users to a specific container in Active Directory. You then choose not to synchronize the Active Directory container that holds the Lotus Domino users, because they already exist in the Lotus Domino directory.

  • Choose whether to synchronize contacts (such as Internet users) to Lotus Domino.

  • Choose whether to synchronize groups (distribution lists) to Lotus Domino.

Mapping Attributes

The directory synchronization component of Exchange Connector for Lotus Notes synchronizes a subset of the many attributes supported by Active Directory and Lotus Domino directories. The default schema for each directory is defined in schema definition files. These files contain mapping rules that define how attributes in one schema correspond to attributes in another schema. Some attributes correspond in simple attribute-to-attribute pairs; for example, when the Lotus Domino directory is synchronized with Active Directory, the Exchange 2000 attribute "company" is assigned the value of the Lotus Domino directory attribute "company."

Synchronizing Groups

Exchange Connector for Lotus Notes supports propagation of the names of groups (distribution lists) to Exchange 2000 and Lotus Domino. However, the tool does not synchronize group membership. The target system (either Exchange 2000 or Lotus Domino) automatically expands the group for message delivery to the members of the distribution list.

Groups can contain members from both systems, but the members appear in the other mail system (Lotus Domino or Exchange) as contacts. For example, in an Active Directory group, members of the group that are Lotus Domino users appear as contacts.

Synchronizing Resources

Lotus Domino has a class of directory objects called Resource, which is used for conference rooms, equipment, and other shared resources. In Active Directory, Lotus Domino resources are synchronized as contacts.

Scheduling Directory Synchronization

Using Exchange Connector for Lotus Notes, you can enable automatic, scheduled directory synchronization between Exchange 2000 and Lotus Domino. You can also begin directory synchronization on demand.

Message Conversion

In addition to synchronizing the directories, Exchange Connector for Lotus Notes converts messages sent between Exchange and Lotus Domino into a format that is understood by the receiving system. There is some difference in functionality between users of both systems. For example, certain features of a Lotus Domino message, such as expiration date, are lost when the message is converted to the Exchange format.

Exchange 2000 and Lotus Domino support several types of messages, including meeting requests, tasks, task requests, and e-mail. Exchange Connector for Lotus Notes supports the transmission and mapping of different message types between Exchange 2000 and Lotus Domino. Messages that cannot be mapped to a corresponding message type in the target domain are converted to e-mail messages.

Figure 2 shows the process for sending messages from Exchange 2000 to Lotus Domino.

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Figure 2: Sending messages from Exchange 2000 to Lotus Domino

The process for message conversion between Exchange 2000 and Lotus Domino can be divided into three steps:

  1. Exchange 2000 determines that the recipient is a Lotus Domino user (based on the user's target address) and sends the message to the message transfer agent (MTA).

  2. The MTA delivers the message to the MTS-OUT directory, from which the LSMEXOUT process retrieves it, converts the address from an X.400-based address to a Lotus Domino address, and then delivers it to the READYOUT directory.

  3. The LSMEXNTS process then converts the message to Lotus Domino format, and delivers it for routing to the MAIL.BOX file on the server running Lotus Domino.

Figure 3 shows the process for sending messages from Lotus Domino to Exchange 2000.

Cc750304.ex2kl03(en-us,TechNet.10).gif

Figure 3: Sending Messages from Lotus Domino to Exchange 2000

The process for message conversion between Lotus Domino and Exchange 2000 can also be broken down into three steps:

  1. Lotus Domino identifies a message targeted to Exchange 2000 users and then deposits it into the exchange.box file.

  2. Exchange Connector for Lotus Notes picks up the message from the exchange.box file, converts the message to Exchange 2000 format using the LSNTSMEX process, and then delivers it to the READYIN folder on the server running Exchange 2000.

  3. The LSMEXIN process takes the message, converts the address from a Lotus Domino-based address to an X.400-based address, and deposits it into the MTS-IN folder. The store process then processes the message from the MTS-IN folder and places it in the SMTP services MTS-OUT folder, from which it is then routed.

Message Type Conversion

Exchange Connector for Lotus Notes converts messages from Exchange 2000 message types to corresponding message types in Lotus Domino. For example, meeting requests in Exchange 2000 are viewed as appointments by a Lotus Domino user. Accompanying functions, such as message delivery notification, also appear.

Exchange Connector for Lotus Notes also converts message types from Lotus Domino to corresponding message types in Exchange 2000, including e-mail messages and appointments.

Exchange Connector for Lotus Notes does not process scheduling (free and busy) information when creating meeting requests or appointments. Instead, Calendar Connector synchronizes scheduling data. This is discussed in "Calendar Synchronization" later in this section.

The following table shows how different message types are converted between Exchange 2000 and Lotus Domino.

Table 1 Message Conversion Between Lotus Domino and Exchange 2000

Exchange 2000 Feature

Lotus Domino Feature

Lotus Domino to Exchange 2000

Exchange 2000 to Lotus Domino

E-mail messages

Messages

Yes

Yes

E-mail delivered receipt

E-mail delivered receipt

Yes

Yes

E-mail read receipt

E-mail read receipt

Yes

Yes

Non-delivery report

Non-delivery report

Yes

Yes

Importance

Importance

Yes

Yes

Voting buttons

No feature

No

No

Embedded OLE object

Embedded OLE object

Yes

Yes

In place file attachment

In place file attachment

Yes

Yes

Message expiry
date

Message expiry date

No

No

No feature

Reply By

No

No

Web URL

Web URL

Yes

Yes

No feature

URL hotspot

No

No

Meeting requests

Appointments

Yes

Yes

Meeting accepted

Meeting accepted

Yes

Yes

Meeting declined

Meeting declined

Yes

Yes

Meeting tentatively accepted

Meeting accepted

Appear as accepted

Appear as accepted

Meeting request read

Meeting request Read

Yes

Yes

Meeting request delivery

Meeting request delivery

Yes

Yes

Meeting updates

Meeting updates

Appear as new meeting requests containing the word "Updated" in the subject line

Appear as new meeting requests containing the word "Updated" in the subject line

Meeting
cancellation

Meeting cancellation

Yes

Yes

Task requests

Tasks

Task requests appear as e-mail messages or Tasks

Appear as e-mail messages

All day meeting requests

No feature

No

Appear as meetings with start and end times as 12:00 AM

No feature

Phone messages

Appear as e-mail messages

No

Other messages

Other messages

Default to e-mail messages

Default to e-mail messages

Note: Exchange Connector for Lotus Notes does not support signed and encrypted messages.

E-mail Messages

E-mail messages that originate in either Exchange or Lotus Domino are converted to the appropriate format of the target messaging system. Exchange Connector for Lotus Notes also tracks message delivery by using delivery confirmation reports, read receipts, and non-delivery reports.

Objects embedded in messages sent by the Exchange 2000 client (Microsoft Outlook®) to the Lotus Domino client (Lotus Notes) are converted to attachments. Embedded objects always appear as attachments to the primary message, regardless of where they appear in the original thread.

Table 2 shows which Lotus Notes e-mail message features convert correctly to Microsoft Outlook and which do not.

Table 2 E-mail message conversion between Lotus Notes and Microsoft Outlook

Lotus Notes

Microsoft Outlook

Size

Converts correctly

Color

Converts correctly

Bold

Converts correctly

Underline

Converts correctly

Italic

Converts correctly

Strikethrough

Converts correctly

Tables

Converts correctly in WordMail but formatting is lost.
Does not convert correctly in Outlook

Embedded OLE objects, including graphics

Converts correctly and can be edited

Double strikethrough

Ignored

Superscript

Ignored

Subscript

Ignored

Shadow

Ignored

Outline

Converts to italic

Emboss

Ignored

Engrave

Ignored

Small caps

Ignored

All caps

Ignored

Drop caps

Ignored

Hidden

Ignored, text is visible

Underline other than single

Ignored

Bitmaps not embedded as OLE objects

Not migrated, formatting is lost

Bullets

Ignored

Meeting Requests and Appointments

Exchange Connector for Lotus Notes synchronizes Exchange meeting requests and Lotus Domino appointments. Updated meeting requests are identified as Updated in their subject lines. Because of a limitation of the Lotus Domino Application Programming Interface (API) gateway, meeting requests sent from Exchange 2000 users to Lotus Domino users are not automatically updated in Lotus Domino and must be manually updated by the user.

All Day Meeting Requests

All day meeting requests generated in Exchange 2000 appear with a start and end time of 12:00 AM.

Phone Messages

Lotus Notes phone messages appear as e-mail messages in Exchange 2000.

Calendar Synchronization

Calendar Connector (available with Exchange 2000 SP1 and later) provides Exchange 2000 and Lotus Domino users with almost real-time access to free and busy status information. Calendar Connector uses Exchange Connector for Lotus Notes, which must be installed on either the same server as Calendar Connector or on a different server running Exchange 2000 within the same administrative group.

Note: Lotus Domino can only query free and busy information for users contained in the NAMES.NSF file. This is a hard-coded limitation of the product. Free and busy information for address books other than NAMES.NSF is not available.

Calendar Synchronization from Lotus Domino to Exchange 2000

This section explains how Calendar Connector enables Exchange 2000 users to view the free and busy information for Lotus Domino users. Free and busy information from Lotus Domino is synchronized to Exchange 2000 using Calendar Connector.

Free and busy information is stored in an Exchange 2000 administrative group's SCHEDULE+ FREE BUSY public folder. The following process explains what happens when an Exchange 2000 user queries the calendar information for a Lotus Domino user:

  1. When an Exchange user queries a Lotus Domino users free and busy information, Calendar Connector intercepts the request.

  2. Calendar Connector checks for current free and busy information for the Lotus Domino user in the SCHEDULE+ FREE BUSY public folder replica on the server on which Calendar Connector is installed. If the information has been updated within a pre-configured number of minutes (see the section "Step 5: Configure Calendar Connector" later in this document), Calendar Connector simply returns the information to the user requesting it. If the information in the public folder is not updated within the time allotted, Calendar Connector requests updated free and busy information using API calls to the server running Lotus Domino. The Lotus Domino API is installed with the Lotus Notes client on the server running Exchange.

  3. The API calls are routed to Schedule Manager for Lotus Domino.

  4. Schedule Manager locates the calendar information for local users in the BUSYTIME.NSF database. For users on downstream servers running Lotus Domino, Schedule Manager passes the request to the Lotus Notes Calendar Connector task, which then locates the user's calendar information.

    Note: The Lotus Notes Calendar Connector task is the Lotus Domino component that handles scheduling. Do not confuse this with the Calendar Connector component. The Lotus Notes Calendar Connector task runs on the server running Lotus Domino.

  5. Schedule Manager returns the free and busy information to the Lotus Domino API. On the server running Exchange, Calendar Connector receives the Domino user's free and busy information and translates it to an Exchange format. Calendar Connector then adds the free and busy information to the SCHEDULE+ FREE BUSY public folder and sends the updated information to the Exchange 2000 user who requested it.

    Tip Lotus Domino users should permit other users to access the free and busy schedule information in their calendar profiles. If Lotus Domino users do not permit access, Exchange users do not receive a warning that the Lotus Domino users' schedule information may not be current. Instructions on how Lotus Domino users can permit access to their free and busy information are provided later in this article in the section "Task 4: Edit Individual Calendar Profiles."

The following figure shows the internal process of free and busy information synchronization between Lotus Domino and Exchange 2000. In this figure, an Exchange 2000 user is querying for the free and busy information of a Lotus Domino user.

Cc750304.ex2kl04(en-us,TechNet.10).gif

Figure 4: Free and busy information synchronization from Exchange 2000 to Lotus Domino

You can set the following options on Calendar Connector:

  • The number of days of free and busy information to request from the other system's calendars

  • The maximum number of minutes that the Lotus Domino system's free and busy information is stored in Exchange 2000 before querying the server running Lotus Domino for updated free and busy information

  • The maximum number of seconds Calendar Connector waits for responses from Lotus Domino.

If Calendar Connector does not receive a response in the time you specify, it returns the information currently stored in the SCHEDULE+ FREE BUSY public folder on the server running Exchange to the Exchange client.

Calendar Synchronization from Exchange 2000 to Lotus Domino

Here the query is reversed and free and busy information from Exchange 2000 is synchronized to Lotus Domino using Calendar Connector. The following process explains what happens when a Lotus Domino user queries the calendar information for an Exchange 2000 user:

  1. When a Lotus Domino user queries an Exchange users free and busy information, the request is sent to the Lotus Domino Calendar Connector task.

  2. The Lotus Domino Calendar Connector task sends the request to the Lotus Domino add-in task, called Exchange Calendar Connector add-in (Excalcon.exe). Because all Exchange users belong to a foreign domain, all requests for Exchange free and busy information are routed to Excalcon.exe.

  3. Excalcon.exe delivers the request from Lotus Domino to Exchange through Calendar Connector.

  4. Calendar Connector processes the request and queries the Exchange SCHEDULE+ FREE BUSY public folder for the requested information.

  5. The Calendar Connector response is delivered to Excalcon.exe on the server running Lotus Domino. Excalcon.exe translates the data into Lotus Domino format and delivers the free and busy information to Schedule Manager.

  6. Schedule Manager sends the Exchange user's free and busy information to the Lotus Domino user who requested it.

    Note: Lotus Notes users must be added to Active Directory as custom recipients (through directory synchronization) so that Exchange 2000 has the correct address information.

Querying Groups

You can query free and busy information for a group created in Exchange 2000 that contains Lotus Domino users. However, you cannot query free and busy information for groups that are stored on Lotus Domino. In other words, an Exchange 2000 user cannot query a Lotus Domino group for free and busy information, regardless of the server on which the group's members reside.

Calendar Connector and Administrative Groups

Calendar Connector always stores free and busy information in an Exchange administrative group's SCHEDULE+ FREE BUSY public folder. If there are multiple administrative groups on a server running Exchange 2000, each administrative group has its own SCHEDULE+ FREE BUSY public folder. In this case, free and busy information for Exchange users may be stored in a different public folder than free and busy information for Lotus Domino users whose information is replicated to Exchange 2000.

When storing free and busy information for Lotus Domino users, Calendar Connector always uses the administrative group in which Exchange Connector for Lotus Notes is installed. The user's free and busy information is stored in the public folder associated with this administrative group because the Exchange Connector for Lotus Notes is used to import these users into Active Directory.

If the SCHEDULE+ FREE BUSY public folder used by Calendar Connector is replicated to a public folder store in a different administrative group, then you must install another instance of Calendar Connector in that administrative group. If you do not do this, Calendar Connector does not intercept queries made to that replica.

If you already have an instance of Calendar Connector installed on one administrative group that imports users from Lotus Domino to Active Directory, and you want to install another Calendar Connector on a different administrative group, you must refer the newly installed Calendar Connector to the original instance of Calendar Connector.

Calendar Connector always checks the SCHEDULE+ FREE BUSY public folder on the server running Exchange on which the connector is installed. You must ensure that the administrative group's SCHEDULE+ FREE BUSY public folder is configured to replicate to the server running Calendar Connector. For information on configuring a local replica for the SCHEDULE+ FREE BUSY public folder, see the section "Configuring Calendar Connector" later in Part 1 of this article.

Supported Calendar Synchronization Implementations

This article discusses a standard implementation of calendar synchronization in Part 2. Other implementations are also possible.

Exchange supports the following implementation scenarios:

  • A single Calendar Connector with a single connnection to a Lotus Domino domain

  • A single Calendar Connector, in a single routing group, with separate connections to each Lotus Domino domain

  • Multiple administrative groups, each with their own Calendar Connector, connected to the same Lotus Domino domain

  • A single Calendar Connector that queries users on an upstream domain

Exchange does not support the following implementation scenarios:

  • Multiple Calendar Connectors within a single administrative group connected to any Lotus Domino domain

  • Free and busy switching or querying from one co-existence partner to another using Exchange as a backbone

  • Lotus Domino as a backbone between two Exchange systems

Configuring Exchange 2000 in a Lotus Domino Environment

This section provides step-by-step instructions on configuring Exchange 2000 in a Lotus Domino environment. To meet the minimum requirement, you must first deploy a simple Windows 2000 environment with at least one domain controller and one server running Exchange 2000. While your actual Windows and Exchange deployment may be more complex, the following configuration information assumes that you have configured a single Windows 2000 domain controller and a single server running Exchange 2000. Using the instructions that follow in the section "Configuring Exchange Connector for Lotus Notes," you add a second server running Exchange 2000 with Exchange Connector for Lotus Notes installed. The following figure shows the minimum Windows 2000 and Exchange 2000 configuration that you should deploy prior to configuring coexistence with Lotus Domino.

Figure 5: Basic Windows 2000 and Exchange 2000 environment

Figure 5: Basic Windows 2000 and Exchange 2000 environment

Note: In theory, you need only a single server running Exchange 2000 in order to use Exchange Connector for Lotus Notes. However, running Exchange Connector for Lotus Notes on a server running Exchange that includes mailboxes is not recommended. Therefore, you should have at least one server running Exchange 2000 that includes your Exchange 2000 mailboxes and a separate server running Exchange 2000 that includes Exchange Connector for Lotus Notes.

To simplify the discussion of how to configure Exchange 2000 to co-exist with your Lotus Domino environment, this section assumes that you have a single server running Lotus Domino. However, the information provided here can be applied to larger or more complex Lotus Domino deployments. In larger deployments, the server running Lotus Domino that you configure here acts as the bridgehead for other servers running Lotus Domino and other Lotus Domino domains.

This section covers the following topics:

  • Configuring Exchange Connector for Lotus Notes

  • Configuring Calendar Connector

By the end of this section, you will understand how to implement an Exchange 2000 environment that coexists with your Lotus Domino messaging system. This implementation enables Exchange 2000 and Lotus Domino users to interact with each other as if they are part of the same messaging environment.

Configuring Exchange Connector for Lotus Notes

Exchange Connector for Lotus Notes performs two tasks: It synchronizes data between Active Directory and the Lotus Domino directory, and it handles message routing and conversion between Exchange and Lotus Domino. This section explains how to configure Exchange Connector for Lotus Notes. By the end of this section, you will understand how to synchronize Active Directory and the Lotus Domino directory, and how to enable users on both messaging systems to access each other in the address books and send messages to each other.

You must complete the following steps in order to configure Exchange Connector for Lotus Notes:

  1. Ensure prerequisites are met

  2. Prepare the Lotus Domino environment

  3. Install Exchange 2000 with Exchange Connector for Lotus Notes

  4. Prepare the Exchange 2000 environment

  5. Configure Exchange Connector for Lotus Notes

  6. Test directory synchronization

Step 1: Ensure Prerequisites Are Met

During Exchange 2000 Setup, you install Exchange Connector for Lotus Notes on a new server running Exchange 2000. Before proceeding, ensure that the server on which you install Exchange 2000 meets the following recommended prerequisites:

  • Is running Windows 2000 Server SP1 or later (SP2 recommended)

  • Has network connectivity to the server running Lotus Domino

  • Can resolve the name of the server running Lotus Domino

  • Is not running Lotus Domino software

In addition, ensure that the server running Lotus Domino meets the following recommended prerequisites:

  • Is running Lotus Domino R4.6 or later

  • Is not configured as the inbound SMTP mail gateway to the Internet

Important: If a server running Lotus Domino is configured as the inbound SMTP mail gateway for your organization, the addresses for SMTP messages sent to Exchange users from the Internet will be corrupted. This is because all messages sent to Exchange through Exchange Connector for Lotus Notes are appended with the Lotus Domino domain name. To avoid this problem, configure Exchange, not Lotus Domino, as the inbound SMTP mail gateway for messages inbound from the Internet. For more information on this issue, see the following Knowledge Base article:

255160 - XFOR: SMTP Messages from Lotus Notes SMTPMTA to Exchange 2000 Append @NotesDomain to the Sender's Address

Step 2: Prepare the Lotus Domino Environment

Before configuring Exchange Connector for Lotus Notes, the following tasks must be performed on the server running Lotus Domino:

  • Create a Lotus Notes user ID for Exchange Connector for Lotus Notes.

  • Create the Lotus Domino databases for routing mail to Exchange.

  • Prevent the new user ID from being synchronized to Active Directory.

  • Grant Depositor access to the server mailbox.

  • Grant Editor access to the Lotus Domino directory.

  • Grant Reader access to other Lotus Domino databases.

  • Identify Exchange as a foreign domain.

Create a Lotus Notes User ID for Exchange Connector for Lotus Notes

In order to transfer messages and synchronize directories between Lotus Domino and Exchange 2000, Exchange Connector for Lotus Notes must have its own Lotus Domino user ID.

To create a Lotus Notes R5 user ID

  1. On a computer with Lotus Domino Administrator installed, start Lotus Domino Administrator and log on as a user who has Lotus Domino Administrator permissions.

  2. On the menu bar, click People, point to People, and then click Register.

  3. In the Enter Password text box, type the password for the Lotus Domino certifier ID you will use to register this user ID, and then click OK.

  4. In the Register Person – New Entry dialog box:

    1. Select the Advanced check box.

    2. In the First name text box, type Exchange.

    3. In the Last name text box, type Connector.

      Note: You can use an alternate name if you want.

  5. Leave the Password text box blank. Using a blank password allows Exchange Connector for Lotus Notes to run unattended when accessing its databases on the server running Lotus Domino.

  6. In the left pane, click ID Info.

  7. In the ID Info dialog box:

    1. Clear the In Domino directory check box. This is necessary because the password of this user ID is set to blank.

    2. Select the In file check box. This creates an ID file (filename.id) that Exchange Connector for Lotus Notes uses to connect to Lotus Domino.

    3. Click Set ID File, and then type the path and filename for the new ID file. For example: D:\lotus\notes\exchconn. You use this file later to configure Lotus Notes on the Exchange server that runs Exchange Connector for Lotus Notes. You may want to copy this file to a file share or floppy disk for easy access later.

  8. Click Save.

    Cc750304.ex2kl06(en-us,TechNet.10).gif

    Figure 6: Configuring ID Info
  9. In the left pane, click Mail, and then from the Mail system drop-down list, select None.

  10. Click Add person, and then click Register.

  11. After the user is registered, click Done.

A user ID for Exchange Connector for Lotus Notes is now registered in the Lotus Domino directory and will be used later by the connector. Remember the location of the user ID file, as you must copy it later to the server running Exchange 2000 with Exchange Connector for Lotus Notes installed.

Create the Lotus Domino Databases for Routing Mail to Exchange

Lotus Domino requires the two following mailbox databases in order to route messages to Exchange 2000:

  • Connector mailbox

  • Connector mailbox for bad mail

The connector mailbox stores mail being routed from Lotus Domino to Exchange. Later, when you create the foreign domain document and configure Exchange Connector for Lotus Notes, you specify the name of the connector mailbox. All mail routed from Lotus Domino to Exchange 2000 is then sent to the connector mailbox, from which it is retrieved by Exchange Connector for Lotus Notes.

The connector mailbox for bad mail stores any mail that failed to transfer to Exchange 2000.

In the next two procedures, you create the connector mailbox and the connector mailbox for bad mail.

Note: If the user ID for Exchange Connector for Lotus Notes has Lotus Domino permissions to create new databases (configured on the Security tab of the Lotus Domino server's Server document), these two databases are created automatically when you configure Exchange Connector for Lotus Notes. By default, Lotus Domino gives this permission to everyone, but most Lotus Domino administrators restrict this permission to privileged users. It is recommended that you create these databases manually.

To create the connector mailbox

  1. On a computer with Lotus Domino Administrator installed, start Lotus Domino Administrator and log on as a user who has Lotus Domino Administrator permissions.

  2. Click File, and then click Open Server.

  3. In the Select a server to administer dialog box, in the Server text box, type the name of your Lotus Domino Server, including the certifier information. For example, server1-domino/certifier1. Click OK.

  4. Select the Files tab.

  5. Click File, point to database, and then click New.

  6. In the New Database dialog box:

    1. From the Server drop-down list, select the server running Lotus Domino.

    2. In the Title text box, type a name for the new database. For example, type Exchange Connector Database.

    3. In the File Name text box, type a name for the new database. For example, type exchange.box. You specify this name later when you configure the foreign domain document and Exchange Connector for Lotus Notes.

    4. Click the Template Server option, then from the Server drop-down list, select the server running Lotus Domino, and then click OK.

    5. Select the Show advanced templates check box.

    6. From the scroll box, below the Template Server option, select Mail Router Mailbox (R5), and then click OK.

  7. The new mailbox is created. Close the About Mail Router Mailbox message: Click File, and then click Close.

  8. Click File, point to Database, click Access Control, and then click Add.

  9. In the Person, server, or group text box, click the browse icon.

  10. Select the user ID for Exchange Connector for Lotus Notes, click Add, and then click OK.

  11. From the Access drop-down list, select Manager, select the Delete documents check box, and then click OK.

    Cc750304.ex2kl07(en-us,TechNet.10).gif

    Figure 7: Creating the connector mailbox

To create the connector mailbox for bad mail

The easiest way to create the connector mailbox for bad mail is to simply copy the connector database.

  1. On a computer with Lotus Domino Administrator installed, start Lotus Domino Administrator and log on as a user who has Lotus Domino administrator permissions.

  2. Click File, and then click Open Server.

  3. In the Select a server to administer dialog box, in the Server text box, type the name of your server running Lotus Domino, including the certifier information. For example, server1-domino/certifier1. Click OK.

  4. Open the connector database:

    1. Select the Files tab.

    2. Click File, point to database, and then click Open.

    3. From the Server drop-down list, select the server running Lotus Domino.

    4. In the Filename text box, type the name of your connector database, for example exchange.box.

    5. Click Open.

  5. Click File, point to Database, and then click New Copy.

  6. In the Copy Database dialog box:

    1. From the Server drop-down list, select the server running Lotus Domino.

    2. The Title text box should show the name you entered for your connector database, for example Exchange Connector Database. Add for bad mail to the name. For example, the full name now says Exchange Connector Database for bad mail.

    3. In the File Name text box, change the extension of the existing file name to .bad. For example, if the existing file name is exchange.box change the file name to exchange.bad.

    4. Select Database design only and make sure the Access Control List check box is selected. Click OK.

      Cc750304.ex2kl08(en-us,TechNet.10).gif

      Figure 8: Creating the connector mailbox for bad mail

The connector mailbox for bad mail is created.

Prevent the New User ID From Being Synchronized to Active Directory

You may not want the new Lotus Domino user ID for Exchange Connector for Lotus Notes to appear in the Exchange address list after you synchronize with Lotus Domino.

To hide the new user ID from Exchange users or downstream Lotus Domino domains

  1. On a computer with Lotus Domino Administrator installed, start Lotus Domino Administrator and log on as a user who has Lotus Domino Administrator permissions.

  2. Click the People and Groups tab.

  3. In the left pane, click People.

  4. In the right pane, select the user ID you created for Exchange Connector for Lotus Notes. For example, Connector, Exchange.

  5. Click Edit Person.

  6. On the Administration tab, in the Foreign directory sync allowed text box, type No.

  7. Click Save and Close.

Grant Depositor Access to the Server Mailbox

In most Lotus Domino environments, new user IDs are automatically granted Depositor access to the server mailbox. This is the level of access required by Exchange Connector for Lotus Notes. You must ensure that the user ID you created has Depositor access. Exchange Connector for Lotus Notes uses the server mailbox (mail.box by default) to deposit mail from Exchange 2000 users bound for Lotus Domino mailboxes.

To grant Exchange Connector for Lotus Notes Depositor access

  1. On a computer with Lotus Domino Administrator installed, start Lotus Domino Administrator and log on as a user who has Lotus Domino Administrator permissions.

  2. Open the mailbox of the server running Lotus Domino: Click File, point to Database, and then click Open.

  3. From the Server drop-down box, select the server running Lotus Domino.

  4. In the Filename text box, type mail.box, and then click Open. Mail.box is the default name of the mailbox file on a server running Lotus Domino. If your server running Lotus Domino uses a mailbox with a different file name, use that name instead.

  5. Click File, point to Database, click Access Control, and then click Add.

  6. In the Person, server, or group text box, click the browse icon.

  7. Select the user ID for Exchange Connector for Lotus Notes, click Add, and then click OK.

  8. From the Access drop-down list, select Depositor, and then click OK.

    Cc750304.ex2kl09(en-us,TechNet.10).gif

    Figure 9: Granting Depositor access

Grant Editor Access to the Lotus Domino Directory

In order to update the Lotus Domino directory, Exchange Connector for Lotus Notes requires Editor level access to the Lotus Domino target server's directory.

To grant Exchange Connector for Lotus Notes Editor access to the Lotus Domino directory

  1. On a computer with Lotus Domino Administrator installed, start Lotus Domino Administrator and log on as a user who has Lotus Domino Administrator permissions.

  2. On the People and Groups tab, select the directory for the Lotus Domino domain.

  3. Click File, point to Database, click Access Control, and then click Add.

  4. In the Person, server, or group text box, click the browse icon.

  5. Select the user ID for Exchange Connector for Lotus Notes, click Add, and then click OK.

  6. From the Access drop-down list, select Editor.

  7. Ensure that the Delete documents check box is selected, and then click OK.

Grant Reader Access to Other Lotus Domino Databases

Lotus Domino allows users to create links between documents called DocLinks. Exchange Connector for Lotus Notes converts these links to one of three formats:

  • Object Linking and Embedding (OLE) document link

  • Rich Text Format (RTF) attachment

  • URL shortcut

Note: Database links & view links are not supported. Exchange users receive an error message if database or view links are sent to them from Lotus Domino users.

We discuss configuring the specific format later (see the section "Step 5: Configure Exchange Connector for Lotus Notes" in the second half of Part 1), but decide now which format you want to use. If you choose to convert links to RTF attachments, Exchange Connector for Lotus Notes requires Reader access to the document associated with the link. Otherwise, it cannot generate and send the linked file as an RTF attachment. Thus, the connector's Lotus Domino user ID must be given Reader access in the access control list (ACL) to every database that may be linked or that contains a document to which a Lotus Domino user may link.

One option is to update the access control list on each database.

To grant Reader access on a specific database

  1. On a computer with Lotus Domino Administrator installed, start Lotus Domino Administrator and log on as a user who has Lotus Domino Administrator permissions.

  2. Click File, point to Database, and then click Open.

  3. In the Server drop-down box, select the server running Lotus Domino.

  4. Browse to the database to which you want to grant Reader access, and then click Open.

  5. Click File, point to Database, and then click Access Control.

  6. Click Add.

  7. In the Person, server, or group text box, click the browse icon.

  8. Select the user ID for Exchange Connector for Lotus Notes, click Add, and then click OK.

  9. From the Access drop-down list, select Reader, and then click OK.

Perform this procedure on each database that will contain document links.

Alternatively, you can add the user ID for Exchange Connector for Lotus Notes to a group in the Lotus Domino directory that has Reader access to the necessary databases.

Identify Exchange as a Foreign Domain

In order for messages to be routed correctly from Lotus Domino to Exchange 2000, the Exchange organization must be identified to Lotus Domino as a foreign domain.

To identify the Exchange organization as a foreign domain

  1. On a computer with Lotus Domino Administrator installed, start Lotus Domino Administrator and log on as a user who has Lotus Domino Administrator permissions.

  2. On the menu bar, click View, point to Server, and then click Domains.

  3. Click Add Domain.

  4. In the Domain dialog box, on the Basics tab:

    1. From the Domain type drop-down list, select Foreign Domain.

    2. In the Foreign domain name text box, type a name that represents the Exchange organization to Lotus Domino. For example, type Exchange. Exchange Recipient Update Service uses this name later.

  5. On the Mail Information tab:

    1. In the Gateway server name text box, type the name of the Lotus Domino server to which Exchange Connector for Lotus Notes will be connecting (the Lotus Domino bridgehead server). You must type the full name, including the certifier information. For example: server1-domino/certifier1

    2. In the Gateway mail file name text box, type the name of the mail file you created previously (see the earlier section "Create the Lotus Domino Databases for Routing Mail to Exchange"). For example, type exchange.box. Exchange.box (or whatever you named the file) is the database that Exchange Connector for Lotus Notes uses to retrieve mail from the server running Lotus Domino that is directed to Exchange 2000 mailboxes. You specify this same mailbox later when you configure Exchange Connector for Lotus Notes.

  6. Click Save and Close.

Your Lotus Domino environment is now configured to start working with Exchange Connector for Lotus Notes.

Step 3: Install Exchange 2000 Server with Exchange Connector for Lotus Notes

After you configure your Lotus Domino environment, you install Exchange 2000 on a new server. As part of this installation, you install Exchange Connector for Lotus Notes. It is assumed that you already have an existing Windows 2000 network, including an Exchange organization and Active Directory deployment.

You must have the following permissions to install Exchange 2000:

  • Exchange Administrator You must have administrator permissions to install Exchange 2000 on the server.

  • Local Administrator You must be a member of the Administrators group on the server on which you install Exchange 2000.

To Install Exchange 2000 with Exchange Connector for Lotus Notes

  1. Insert the Exchange 2000 CD into the CD-ROM drive of a computer running Windows® 2000 Server SP2 or later.

  2. Open a command prompt and type cd e :\setup\i386 where e is the drive letter for the CD-ROM drive.

  3. Type setup.exe and press ENTER.

  4. On the Microsoft Exchange 2000 Installation Wizard Welcome page, click Next.

  5. On the End-User License Agreement page, if you agree, select I agree, and then click Next.

  6. On the Product Identification page, enter your CD key and then click Next.

  7. On the Component Selection page, in the Action drop-down menu next to Exchange 2000, select Custom.

  8. From the Microsoft Exchange Connector for Lotus Notes drop-down menu, select Install, and then click Next.

    Cc750304.ex2kl10(en-us,TechNet.10).gif

    Figure 10: Installing Exchange Connector for Lotus Notes
  9. On the Per Seat Licensing Agreement page, if you agree, select I agree that I have read and agree to be bound by the license agreements for this product, and then click Next.

  10. On the Component Summary page, make sure Exchange Connector for Lotus Notes is selected to install, and then click Next.

  11. After installation completes, you should upgrade to Exchange 2000 SP1 or SP2. SP2 is recommended. You can download Exchange 2000 SP2 from the Exchange Web site at http://go.microsoft.com/fwlink/?LinkId=7465. You must have Exchange 2000 SP1 or later installed in order to install Calendar Connector.

Step 4: Prepare the Exchange 2000 Environment

After you configure the Lotus Domino environment and install Exchange 2000 with Exchange Connector for Lotus Notes, but before you can configure Exchange Connector for Lotus Notes, you must complete the following tasks on the server running Exchange 2000 with Exchange Connector for Lotus Notes installed:

  • Install Lotus Notes client software.

  • Enable Lotus Domino proxy addresses.

Install and Configure Lotus Notes Client Software

All access to Lotus Domino from Exchange 2000 is accomplished through standard Lotus Domino APIs. The advantage is that Exchange interacts with Lotus Domino using Lotus-supported technology. In order to use Lotus Domino APIs, the Lotus Notes client software (R4.6 or later) must be installed on the server running Exchange 2000 with Exchange Connector for Lotus Notes installed.

Note: When deciding which version of the client to install, consider the information in the following Knowledge Base article:

316035 - XFOR: Lotus Notes Client Versions That Are Tested with the Exchange Notes Connector

To install Lotus Notes R5 on a server running Exchange 2000

  1. Insert the Lotus Domino R5 CD into the CD-ROM drive of the server running Exchange 2000.

  2. Open a command prompt and type cd e: \clients\w32intel where e is the drive letter for the CD-ROM drive.

  3. Type setup.exe, and then press ENTER.

  4. On the Lotus Notes Installation Wizard Welcome page, click Next.

  5. On the License Agreement page, read the agreement. If you agree, click Yes.

  6. On the Name and Company page, fill out your name and the name of your company, and then click Next.

  7. On the Installation Folders page, choose the installation path to the folder where lotus Path will be installed, and then click Next. Note the location because later you must have it to supply the location of the notes.ini file.

  8. On the next page select Domino Administrator, and then click Next. This installs the Lotus Domino Administrator tool, as well as the Lotus Notes client software.

  9. On the Program Folder page, click Next.

  10. After the Lotus Notes installation is complete, click Finish.

    Note: Ensure that you have a Lotus Notes client access license for your server running Exchange 2000.

After you install Lotus Notes on the server running Exchange 2000, copy the user ID file you created earlier to the e:\lotus\notes directory (this is the default installation location for version R5), where e is the drive letter with Lotus Notes R5 installed. After you copy the file, configure the Lotus Notes client for the user ID you created for Exchange Connector for Lotus Notes.

To Configure the Lotus Notes Client

  1. Start Lotus Notes: Click Start, point to Programs, point to Lotus Applications, and then click Lotus Notes. Because this is the first time you are running Lotus Notes, Lotus Notes Client Configuration Wizard starts.

  2. On the Setting Up Connections page, click Next.

  3. On the Do You Want to Connect to a Domino Server page, select I want to connect to a Domino server, and then click Next.

  4. On the How Do You Want to Connect to a Domino Server page, select Set up a connection to a local area network (LAN), and then click Next.

  5. On the Domino Server Name page, in the Domino server name text box, type the name of the server running Lotus Domino that will act as a bridgehead between Exchange 2000 and Lotus Domino, and then click Next. This should be the server you configured earlier.

  6. On the Who Are You page, select My Notes User ID has been supplied to me in a file, and then type the path to the Exchange Connector for Lotus Notes user ID file in the File name text box. This is the file you created in the earlier section, "Create a Lotus Notes User ID for Exchange Connector for Lotus Notes."

    Cc750304.ex2kl11(en-us,TechNet.10).gif

    Figure 11: Specifying the path to the User ID file
  7. When asked if you want the user ID file copied to your data directory, click Yes.

  8. On the Connecting to a Domino Server over a LAN page, click Next.

  9. On the Set Up an Internet Mail Account page, click Next.

  10. On the Connect to a News Server page, click Next.

  11. On the Connect to an Internet Directory Server page, click Next.

  12. On the Connect through a Proxy Server page, select I do not connect to the Internet through a proxy server, and then click Next.

  13. On the Internet Connection Type page, select Connect over local network (or cable modem), and then click Next.

  14. On the Congratulations page, click Finish.

  15. Quit Lotus Notes.

Lotus Notes is now configured on your server running Exchange 2000 so that Exchange Connector for Lotus Notes can use it to connect to the server running Lotus Domino.

Enable Lotus Domino Proxy Addresses

By default, the Lotus Notes e-mail address format that is used for Exchange 2000 users is based on the user's display name and the name of the Exchange organization. Because Exchange organization names sometimes contain characters that are not valid for an e-mail address type, you can modify the rule used to represent Exchange e-mail addresses in Lotus Domino. This address rule uses a set of symbols to determine how Exchange addresses appear in the Lotus Domino organization.

The resulting addresses must be unique within the address space. If the rule does not create a unique address, Lotus Domino e-mail address generator modifies the address to ensure that it is unique.

The default format for Lotus Note's addresses assigned to Exchange users is:

&d/organization@domain name

Here is what the various portions of this address signify:

  • &d = the Lotus Notes display name (typically the full name) of the user.

  • Organization = the name of the user's Exchange organization.

  • domain name = the Lotus Domino foreign domain name that represents the Exchange organization. This is the name you specified in the earlier section "Identify Exchange as a Foreign Domain."

To enable and customize Lotus Notes proxy addresses

  1. Start Exchange System Manager: On the Start menu, point to Programs, point to Microsoft Exchange, and then click System Manager.

  2. Expand Recipients, and then click Recipient Policies.

  3. In the details pane, right-click Default Policy, and then click Properties. You can also create a new recipient policy.

  4. On the policy's E-Mail Addresses (Policy) tab, select the NOTES: check box (this enables the address), and then click Edit.

    Caution: After directory synchronization occurs, the connector creates secondary proxy addresses for Lotus Domino recipients. These addresses, which do not display bold formatting on the E-Mail Addresses tab, are used as unique identifiers for Lotus Domino recipients. Do not delete these secondary proxy addresses. In general, you should only delete addresses that you create manually.

  5. In the Address text box, modify the address format. Use the symbols in the following table to represent various values in the format string.

    Table 3 Proxy address configuration symbols

    To substitute

    Use this symbol

    Notes

    • The user's alias

    • &M or &m

    • Typically the mailbox name.

    • The user's initials

    • &I or &i

    • Typically the user's middle initial.

    • An e-mail address based on the user's display name

    • &D or &d

    • Blanks and initials between the given name and surname are ignored. If there is a comma in the display name, the portion of the string to the left of the comma is interpreted as the surname; the portion to the right of the comma is interpreted as the given name.

    • The user's given name

    • &G or &g

    • Typically the user's first name.

    • The user's surname

    • &S or &s

    • Typically the user's last name.

    • An ampersand (&)

    • &&

    • To use an ampersand, you must precede it with another ampersand.

  6. For example, you set the address format to &d@Exchange. A user whose display name is Karen Berge receives a Lotus Notes address of: Karen Berge@Exchange.

    Note: For additional symbols that can be used, see the following Knowledge Base article:

    285136 How to Customize the SMTP E-mail Address Generators Through Recipient Policies

    While this Knowledge Base article specifically covers SMTP addresses, the same rules apply to all address formats.

  7. After you configure the address formula, click OK.

  8. On the Default Policy Properties tab, click OK.

  9. You are asked if you want to update all corresponding recipient e-mail addresses to match the new addresses. To run Recipient Update Service immediately, click Yes. To update the addresses the next time Recipient Update Service runs, click No. Non-Exchange addresses are always updated, even if you made manual changes to specific addresses.

  10. Wait for Recipient Update Service to populate the Exchange address lists. The time required varies depending on the update interval set on the service.

Step 5: Configure Exchange Connector for Lotus Notes

Exchange Connector for Lotus Notes is configured using the Exchange System Manager snap-in. The location of the connector depends on whether you have enabled viewing for routing or administrative groups in System Manager. The following figure shows the location of the connector when viewing for both routing and administrative groups is enabled:

Cc750304.ex2kl12(en-us,TechNet.10).gif

Figure 12: Location of Exchange Connector for Lotus Notes in System Manager

To Configure Exchange Connector for Lotus Notes

  1. In Exchange System Manager, right-click Connector for Lotus Notes, and then click Properties.

  2. On the General tab:

    1. In the Notes Server text box, type the full name of your server running Lotus Domino, including the certifier information. For example:

         server1-domino/certifier1
      
    2. Next to the Notes INI file location text box, click Modify. In the Notes INI file location text box, type the path to your notes.ini file (including the file name). Typically, this is the path where you installed the Lotus Notes client (for example, d:\lotus\notes\notes.ini). You should search for notes.ini on your hard drive to ensure that you have the correct path. In the Password and Confirm password text boxes, enter the password for the Exchange Connector for Lotus Notes user ID for the server running Lotus Domino. Click OK.

    3. In the Connector mailbox text box, type the name of the gateway mailbox you configured earlier on your server running Lotus Domino (see the earlier section "Create the Lotus Domino Databases for Routing Mail to Exchange"). For example, exchange.box. If you specified a different name for the gateway mail file on the server running Lotus Domino, type that name now. If you type a name here other than the one you specified when you configured the server running Lotus Domino, you must reconfigure the gateway mail file name option in the foreign domain document on the server running Lotus Domino.

    4. In the Polling interval text box, type the interval (in seconds) that Exchange Connector for Lotus Notes uses to check for new messages delivered to Exchange. The default is 15 seconds.

    5. In the Notes Server language drop-down list, select the language of the server running Lotus Domino. Exchange uses this information for certain actions, such as determining which language non-delivery report to use for a failed message.

    6. In the Convert Notes DocLinks to drop-down list, select one of the following formats for Exchange Connector for Lotus Notes to use to convert Lotus Notes document links:

      • OLE document link This is represented by an icon in the Exchange message. When the user clicks on the icon, Lotus Notes is started and the document link works as it should. (Lotus Notes must be installed on the client computer.)

      • RTF attachment (default) The document is converted to an RTF attachment. Because this attachment is a copy of the data from the actual notes document, users cannot edit the document.

      • URL shortcut The document link is converted to a URL. When you click the URL, the default Web browser tries to access the computer running Lotus Notes to which the link points. (The user still requires a Lotus Notes name, password, and license to access the document, unless anonymous authentication is allowed.)

      Cc750304.ex2kl13(en-us,TechNet.10).gif

      Figure 13: Connector for Lotus Notes (CT-EXCH2) Properties General tab settings
  3. On the Import Container tab:

    1. To select the Active Directory container (group or organizational unit) to which Lotus Domino users are imported, click Modify. It is recommended that you create a special organizational unit for all your Lotus Domino users and select that organizational unit here.

    2. On the Choose a container tab, browse to the container to which you want to import Lotus Domino users. Select the container, and then click OK.

      Note: You may receive an error that reads The machine account must be granted permission to create and modify recipients in the selected import container. Continue? If so, click Yes. This is necessary for directory synchronization from Lotus Domino to Exchange 2000 to work. When you click Yes, you add the computer account with the permissions required to manipulate objects in the selected container.

      Figure 14: Selecting the Active Directory container to which to import Lotus Domino users

      Figure 14: Selecting the Active Directory container to which to import Lotus Domino users
    3. In the When replicating a mailbox whose primary Windows account does not exist in the domain drop-down list, select one of the following options for Active Directory to use when new users are imported:

      • Create a disabled Windows user account

      • Create a new Windows user account

      • Create a Windows contact

      This setting only applies to new users. If you change this setting later, it does not affect Lotus Domino users who are already replicated to Active Directory. If you are not sure which option to select, select Create a disabled Windows user account or Create a Windows contact. Select Create a new Windows user account only if Lotus Domino users are logging on to the Windows domain.

      Cc750304.ex2kl15(en-us,TechNet.10).gif

      Figure 15: Selecting the account option
  4. On the Export Containers tab:

    1. To select which groups or organizational units are exported from Active Directory to the Lotus Domino directory, click Add.

    2. In the Choose a container tab, browse to the group that you want to export to the Lotus Domino directory, select it, and then click OK.

      Note: You may receive an error that reads The machine account must be granted permission to create and modify recipients in the selected import container. Continue? If so, click Yes. This is necessary for directory synchronization from Lotus Domino to Exchange 2000 to work. When you click Yes, you add the computer account with the permissions required to manipulate objects in the selected container.

    3. Repeat the previous two steps for each group you want to export. Nested organizational units are not selected for export if you select the parent organizational unit. You must select each organizational unit individually.

      Figure 16: Selecting an organizational unit to export

      Figure 16: Selecting an organizational unit to export
  5. On the Address Space tab:

    1. Click Add to add the address space for Lotus Domino.

    2. On the Add Address Space tab, select NOTES, and then click OK.

    3. On the Lotus Notes Address Space Properties tab, in the User Name text box, type * to allow all users to connect to Lotus Domino using Exchange Connector for Lotus Notes. In the Domain text box, type the name of the Lotus Domino domain to which the connector will connect, and then click OK.

      Cc750304.ex2kl17(en-us,TechNet.10).gif

      Figure 17: Configuring the NOTES address space
  6. On the Dirsync Options tab:

    1. From the Exchange-Notes directory update schedule drop-down list, select the schedule for directory synchronization. Directory synchronization requires Exchange Connector for Lotus Notes, which can slow message traffic throughput during synchronization. Do not schedule synchronization during peak traffic hours. If your directory information changes infrequently, schedule synchronization for once a day. If your directory information changes frequently, schedule synchronization for two or more times a day.

    2. Click Customize to schedule synchronization for a period other than those provided by default on the drop-down list.

      Cc750304.ex2kl18(en-us,TechNet.10).gif

      Figure 18: Selecting a synchronization schedule
    3. If you want to customize how Exchange Connector for Lotus Notes interacts with the Lotus Domino directory, click Address Book Settings. Generally, you configure address book settings only if you choose not to use the default Lotus Domino directory file name (NAMES.NSF), or you want to specify different address books for other Lotus Domino domains. For more information on configuring the Lotus Domino directory, see the topic "Specify Notes Address Books to be Synchronized" in Exchange 2000 Help.

  7. On the Advanced tab:

    1. In the Notes letterhead text box, specify the Lotus Notes letterhead name you want to append to the top of messages sent from Exchange 2000 users to Lotus Domino users. The letterhead name you specify must match the letterhead name defined in the Lotus Notes mail database to which messages are sent. If the names do not match, no letterhead is used.

    2. In the Notes router mailbox text box, enter the name of the server mailbox on the Lotus Domino bridgehead server to which Exchange Connector for Lotus Notes connects. Only change this setting if you are using a mailbox other than the default mailbox specified on the server running Lotus Domino. The default mailbox is mail.box.

    3. From the Delivery order drop-down list, select the order in which messages are to be delivered from Exchange 2000 to Lotus Domino. This order specification controls the sequence in which Exchange messages are placed in the MTS-OUT queue by the Exchange message transfer agent (MTA), and hence the sequence in which messages are delivered to the server running Lotus Domino. The options are:

      • Priority High priority messages, such as urgent messages, are delivered to the outbound queue first. This is the default setting.

      • FIFO Messages are delivered to the outbound queue on a first in, first out (FIFO) basis.

      • Size Smaller messages are delivered to the outbound queue before larger messages.

    4. To automatically compact database files, from the Notes database maintenance schedule drop-down list, select a schedule for Exchange Connector for Lotus Notes. Compacting database files keeps them from becoming too large and fragmented.

    5. To configure a custom schedule for automatic compacting, click Customize.

    6. To add a list of downstream Lotus Domino domains to which users can send messages, under Routable domains, click Add.

    7. On the Add Routable Domain tab, in the Domain text box, type the name of a Lotus Domino domain to which Exchange Connector for Lotus Notes does not connect directly, and then click OK. Repeat for each downstream domain.

    8. If you want to limit the size of messages that Exchange Connector for Lotus Notes accepts from Lotus Domino users, under Message size, select Maximum (KB). Type a value (in kilobytes), and then click OK.

      Cc750304.ex2kl19(en-us,TechNet.10).gif

      Figure 19: Configuring the Advanced tab options

Step 6: Test Directory Synchronization

After you configure Exchange Connector for Lotus Notes, you can synchronize directories between Lotus Domino and Exchange 2000 (Active Directory). After the directories are synchronized, both Lotus Domino and Exchange 2000 users can access each other in the Exchange address book or Lotus Domino directory, and send messages to each other as if they belong to the same messaging environment.

Now you should start directory synchronization manually and verify that Exchange Connector for Lotus Notes is configured correctly and that the directories synchronize.

To Start Directory Synchronization Manually

  1. Start Exchange Connector for Lotus Notes:

    1. Open the Services MMC snap-in: Click Start, point to Programs, point to Administrative Tools, and then click Services.

    2. In the details pane, right-click Microsoft Exchange Connector for Lotus Notes, and then click Start. This also starts the Microsoft Exchange Connectivity Controller service.

    3. The default startup type for Exchange Connector for Lotus Notes is manual. You should change the startup type to Automatic: Right-click Microsoft Exchange Connector for Lotus Notes, and then click Properties. On the Startup type drop-down list, select Automatic, and then click OK. The next time the server starts, the Microsoft Exchange Connector for Lotus Notes service starts automatically.

  2. In Exchange System Manager, right-click Connector for Lotus Notes, and then click Properties.

  3. On the Dirsync Options tab:

    1. Under Exchange to Notes directory synchronization, click Immediate full reload. You receive a pop-up message that directory synchronization has begun. This process synchronizes directory objects from Active Directory to the Lotus Domino directory.

    2. Under Notes to Exchange directory synchronization, click Immediate full reload. Again, you receive a pop-up message that directory synchronization has begun. This process synchronizes directory objects from the Lotus Domino directory to Active Directory.

Allow a few minutes for synchronization to finish. Then check Active Directory to verify whether the Lotus Domino users and objects are added. Also, check the Lotus Domino directory to ensure that Exchange 2000 users and objects are added there. If the directories are not updated, an error occurred. Here are some general troubleshooting tips:

  • Verify that there is connectivity between the server running Exchange with Exchange Connector for Lotus Notes and the bridgehead server running Lotus Domino. To do this, you can quit the Exchange Connector for Lotus Notes service and then start the Lotus Notes client application. Verify that you can access the mailbox for the user ID used by Exchange Connector for Lotus Notes.

    Note: As a best practice, never run the Lotus Notes client on the server running Exchange 2000 at the same time that Exchange Connector for Lotus Notes is running.

  • Verify the configuration of both the server running Lotus Domino and the server running Exchange. Verify that you configured everything correctly in the previous configuration steps. Specifically, check all server, domain, and file names and verify that they are correct on both Lotus Domino and Exchange. Most synchronization problems are the result of misconfiguration.

  • Check Event Viewer on the server running Exchange for any errors in the application log. These may help you to determine at what point the problem occurred. Also check the logs and console on the server running Lotus Domino for any errors.

If your synchronization is successful and you can access the foreign objects in the Lotus Domino and Exchange directories, congratulations! You now have basic coexistence between Exchange 2000 and Lotus Domino. Users on both servers can start interacting as if they are members of the same messaging environment. The next step is to enable users on both servers to access each other's free and busy information.

Configuring Calendar Connector

Calendar Connector enables Lotus Domino and Exchange users to access each other's free and busy information when scheduling meetings. This section explains how to configure Calendar Connector so that users using either Exchange or Lotus Domino can access each other's free and busy information. Before you proceed with the configuration steps specified here, ensure that both Exchange and Lotus Domino users can send messages to each other and access each other in their respective address books.

The following steps are required to configure Calendar Connector:

  1. Ensure prerequisites are met.

  2. Install Calendar Connector.

  3. Add a local replica for the SCHEDULE+ FREE BUSY public folder.

  4. Prepare the Lotus Domino environment.

  5. Configure Calendar Connector.

Step 1: Ensure Prerequisites Are Met

Before you install and configure Calendar Connector, you must ensure that you have the necessary permissions and are running the required software.

You install Calendar Connector on an existing server running Exchange. Before proceeding, ensure that the server on which you install Calendar Connector meets the following recommended prerequisites:

  • The server is running Exchange 2000 Server SP1 or later (SP2 recommended).

  • The server is part of the same routing group as the server running Exchange Connector for Lotus Notes. The simplest option is to install Calendar Connector on the server running Exchange Connector for Lotus Notes.

  • The server is running Lotus Notes R4.6 or later. For information on installing Lotus Notes, see the earlier section "Install and Configure Lotus Notes Client Software."

    Note: Ensure that you have a Lotus Notes client access license for the server on which you install Calendar Connector.

In addition, the server running Lotus Domino to which Calendar Connector connects must meet the following prerequisites:

  • The operating system must be either Windows® NT® 4.0 or Windows 2000.

  • The name of the server running Lotus Domino must be the same as the name of the server running Windows.

  • The server must be Intel-based.

Step 2: Install Calendar Connector

You install Calendar Connector on the server running Exchange 2000 that belongs to the same administrative group as the server running Exchange Connector for Lotus Notes. Ensure that the server meets the requirements outlined in the previous section.

Calendar Connector is a separate tool provided on the Exchange 2000 SP1 or later CD. It is recommended that you install the version provided with SP2 or later.

Permissions

You must have the following permissions in order to install and administer Calendar Connector:

  • Schema Administrator Calendar Connector extends the Active Directory schema with new classes and attributes required by Calendar Connector.

  • Exchange Administrator These permissions are required to install Calendar Connector on the server running Exchange.

  • Local Administrator You must be a member of the Administrators group on the computer on which you install Calendar Connector.

To Install Calendar Connector

  1. Insert the Exchange 2000 SP1 or later CD into the CD-ROM drive of the server running Exchange 2000 SP1 or later.

  2. Open a command prompt and type cd e: \calcon\i386 where e is the drive letter for the CD-ROM drive.

  3. Type setup.exe, and then press ENTER.

  4. On the Microsoft Exchange 2000 Installation Wizard Welcome page, click Next.

  5. On the Select Components page, select Full installation including required Schema updates, and then click Next.

  6. After setup completes, click OK.

Calendar Connector is now installed on the server running Exchange in the \Exchsrvr\BIN\CalCon folder (for example d:\program files\Exchsrvr\BIN\CalCon).

Step 3: Add a Local Replica for the SCHEDULE+ FREE BUSY public folder

Schedule information for users in an Exchange 2000 messaging environment is stored in a special public folder called SCHEDULE+ FREE BUSY. This folder is configured for each administrative group in the Exchange organization. Calendar Connector uses the SCHEDULE+ FREE BUSY public folder to read and write the schedule information for Lotus Domino users so that Exchange 2000 users can access that information.

Cc750304.ex2kl20(en-us,TechNet.10).gif

Figure 20: The SCHEDULE+ FREE BUSY public folder

Calendar Connector always looks for this folder on the local Exchange 2000 server on which it is installed. Therefore, you need to make sure that the Exchange 2000 server holds a local replica of the SCHEDULE+ FREE BUSY public folder.

To Add a Local Replica of the SCHEDULE+ FREE BUSY public folder

  1. In Exchange System Manager, expand Administrative Groups, expand the administrative group that contains the server running Exchange with Calendar Connector, and then expand Folders.

  2. If you do not see the SCHEDULE+ FREE BUSY public folder, right-click Public Folders, and then click View System Folders.

  3. Expand Public Folders, expand SCHEDULE+ FREE BUSY, right-click on the administrative group which contains the Exchange server running Calendar Connector, and the click Properties.

  4. On the Replication tab, click Add.

  5. On the Select a Public Store page, select the server running Exchange 2000 with Calendar Connector, and then click OK.

  6. On the Public folder replication interval drop-down list, select Always Run. This causes replication to occur whenever there is a change in free and busy information. Click OK.

    Cc750304.ex2kl21(en-us,TechNet.10).gif

    Figure 21: Configuring free and busy information replication

The server running Exchange 2000 server with Calendar Connector now stores a local replica of SCHEDULE+ FREE BUSY public folder that Calendar Connector can use.

Step 4: Prepare the Lotus Domino Environment

Before configuring Calendar Connector, the following tasks must be performed on the server running Lotus Domino:

  1. Create a Lotus Domino user ID for Calendar Connector.

    Note: This step is not required if you install Calendar Connector on the server running Exchange Connector for Lotus Notes—because you can use the user ID you created earlier.

  2. Install the Calendar Connector add-in for Lotus Domino.

  3. Update the foreign domain document for Exchange.

  4. Edit individual calendar profiles.

Task 1: Create a Lotus Domino User ID for Calendar Connector

For simplicity, it is recommended that you install and configure Calendar Connector on the server already running Exchange Connector for Lotus Notes. Installing Calendar Connector on a different server is primarily useful in high-traffic situations in which you want to offload some of the processing work from the server running Exchange Connector for Lotus Notes.

Note: If you install Calendar Connector on a different server from the server running Exchange Connector for Lotus Notes, you must add a new Lotus Domino user ID for Calendar Connector on the bridgehead server running Lotus Domino. For information on adding a user ID, see the earlier section "Create a Lotus Notes User ID for Exchange Connector for Lotus Notes."

Task 2: Install the Calendar Connector Add-in for Lotus Domino

To allow Lotus Notes users to query for an Exchange user's free and busy information, a special task called the Calendar Connector add-in (Excalcon.exe) must run on the server running Lotus Domino. When you install Calendar Connector, excalcon.exe is installed in the \Exchsrvr\BIN\CalCon directory.

Note: The Lotus Calendar Connector add-in must run on a Windows NT 4.0 or Windows 2000 Intel-based computer. If you are using Lotus Domino on an Alpha-based or UNIX server, you must use a different, Intel-based server running Lotus Domino with Windows NT 4.0 or Windows 2000 in order to connect to Exchange.

To install the Calendar Connector Add-in on the server running Lotus Domino

  1. Copy excalcon.exe from the \Exchsrvr\BIN\CalCon directory on the server running Exchange 2000 to the Lotus Domino installation directory on the server running Lotus Domino. By default, the installation directory on the server running Domino R5 is e :\lotus\domino, where e is the drive letter on which Lotus Domino is installed.

  2. On a computer with Lotus Domino Administrator installed, start Lotus Domino Administrator and log on as a user who has Lotus Domino administrator permissions.

  3. Switch to the server console: Click the Server tab, click the Status tab, and then click Console.

  4. At the console, type load excalcon <exchange-server-name> <mail-file-name> , where exchange-server-name is the name of the server running Exchange 2000 with Calendar Connector installed, and mail-file-name is the name of the gateway mail file you configured earlier. For example, if your Exchange server name is ct-exch2 and you used the name exchange.box for the gateway file name, you type:

    load excalcon ct-exch2 exchange.box
    
  5. Press ENTER.

  6. To verify that the Calendar Connector add-in loaded correctly, type show tasks at the console, and then ensure that there is an entry for Exchange Cal Conn. Using the previous example, it should look something like this:

    Exchange Cal Conn    Not Connected to ct-exch2 for exchange.box. 
     Stats=0 0/0 0
    

    The Stats information can be understood according to the following syntax: Stats=<a> <b/c> <d>, where:

    • < a > = the total number of calendar requests made from Lotus Domino to Exchange.

    • < b/c > = the average number of invitees over the average response time, in seconds, per Exchange calendar request made from Lotus Domino.

    • < d > = the maximum response time, in seconds, for all calendar requests.

The Calendar Connector add-in is now loaded. By default, the Calendar Connector add-in must be started manually each time the server running Lotus Domino restarts. You can automate startup of the Calendar Connector add-in by updating the notes.ini file on the server running Lotus Domino.

To automate startup of the Calendar Connector add-in

  1. On the server running Lotus Domino, open the notes.ini file in a text editor, such as Notepad.

  2. Find the line in the file that starts with ServerTasks= and add ,excalcon <exchange-server-name> <mail-file-name> to the end of this line, where exchange-server-name is the name of the server running Exchange 2000 and mail-file-name is the name of the gateway mail file you configured earlier. For example, the original line in the file may look like this:

    ServerTasks=Router,Replica,Update,Amgr,AdminP,CalConn,Event,Sched,Stats,HTTP,DIIOP,IMAP,PO
     P3,NNTP,maps
    

    After you add the parameter for starting the Calendar Connector add-in, the line may look like this:

    ServerTasks=Router,Replica,Update,Amgr,AdminP,CalConn,Event,Sched,Stats,HTTP,DIIOP,IMAP,PO
     P3,NNTP,maps,excalcon ct-exch2 exchange.box
    
  3. Save the modified version of notes.ini.

Task 3: Update the Foreign Domain Document for Exchange

Earlier you configured Exchange as a foreign domain on the server running Lotus Domino and specified a file as the gateway file, for example exchange.box. You must update the foreign domain information with the name of the server running Lotus Domino with the Calendar Connector add-in and specify the name of the gateway file as the Calendar system.

To Update the Foreign Document for Exchange

  1. On a computer with Lotus Domino Administrator installed, start Lotus Domino Administrator and log on as a user who has Lotus Domino Administrator permissions.

  2. On the menu bar, click View, point to Server, and then click Domains.

  3. Expand Foreign Domain, select your Exchange domain, and then click Edit Domain.

  4. On the Calendar Information tab:

    1. In the Calendar server name text box, type the name of the Lotus Domino server on which you installed the Calendar Connector add-in. You must type the full name, including the certifier information. For example:

         server1-domino/certifier1
      
    2. In the Calendar system text box, type the name of the gateway mail file you configured earlier, for example exchange.box.

      Cc750304.ex2kl22(en-us,TechNet.10).gif

      Figure 22: Updating calendar information for the Exchange foreign domain
    3. Click Save and Close.

The Exchange foreign domain document on the server running Lotus Domino is updated with the calendar information.

Task 4: Edit Individual Calendar Profiles

Individual Lotus Notes users can configure a list of users that has access to their free and busy (or Free Time) information. In order for Calendar Connector to work, this list must be configured to either allow everyone access or to allow the user ID for Calendar Connector access.

If your Lotus Notes users want to allow Exchange users access to their free and busy information, they may need to edit their calendar profiles.

To Edit an Individual Calendar Profile

  1. Open the Lotus Notes client software.

  2. Click Calendar.

  3. On the menu bar, click Actions, point to Tools, and then click Preferences.

  4. On the Free Time tab, if the Allow only these people view my Free Time information text box is not empty, add the name of the Calendar Connector user ID to the list of users or groups. If the text box is empty, no further action is needed. The Calendar Connector user ID can access the user's free and busy information.

    Note: This list is exclusive, so if it is not blank and does not contain the Calendar Connector's user name, Exchange users cannot view Lotus Notes users' free and busy information.

  5. Click OK.

    Cc750304.ex2kl23(en-us,TechNet.10).gif

    Figure 23: Allowing Exchange users to access Lotus Domino users' restricted free and busy information

Step 5: Configure Calendar Connector

As with Exchange Connector for Lotus Notes, Calendar Connector is configured using the Exchange System Manager snap-in. The location of the connector is the same as for Exchange Connector for Lotus Notes.

Cc750304.ex2kl24(en-us,TechNet.10).gif

Figure 24: Location of Calendar Connector in System Manager

To Configure Calendar Connector

  1. In Exchange System Manager, right-click Calendar Connector, and then click Properties.

  2. On the General tab:

    1. Next to the Connector used to import users into Active Directory text box, click Modify.

    2. On the Select Exchange Notes or Groupwise Connector tab, select the Exchange Connector for Lotus Notes that is used to connect to the bridgehead server running Lotus Domino, and then click OK.

    3. In the Number of days of free/busy information to request from foreign calendars text box, enter the number of days that users are able to see free and busy information for users on the foreign messaging server. Free and busy information beyond the number of days specified is not retrieved by Calendar Connector and appears as free, even if meetings are scheduled during this time.

    4. In the Maximum age in minutes of foreign free/busy data in Exchange that can be used without querying the foreign calendar text box, enter the number of minutes of free and busy information that the Calendar Connector can accept. If the free and busy information is beyond the specified number of minutes, Calendar Connector requests updated data. If the free and busy information is within the specified number of minutes, Calendar Connector uses the current free and busy information.

    5. In the Maximum number of seconds to wait for response from foreign calendars text box, enter the number of seconds that Calendar Connector will wait for a response for an individual user's free and busy information. Set this to a low number, as each recipient on a meeting request is handled in turn, and a long response interval can cause the mail client to stop responding as it proceeds down the list of recipients.

    Cc750304.ex2kl25(en-us,TechNet.10).gif

    Figure 25: Setting the General tab Calendar Connector options
  3. On the Calendar Connections tab:

    1. Click New.

    2. On the Calendar Type tab, select Lotus Notes, and then click OK.

    3. On the Notes Calendar Connection tab, in the NT Server Hosting the Notes Server text box, type the Windows name of the bridgehead server running Lotus Domino. Do not include the certifier information. For example, if your full Lotus Domino server name is listed as server1-domino/certifier1, you type server1-domino.

    4. Click Modify.

    5. On the Notes INI File and Password tab, in the Notes.INI file location text box, type the path to the notes.ini file on the server running Exchange 2000 with the connector, or click Browse to browse to the file. For example, type d:\lotus\notes\notes.ini. In the Password and Confirm password text boxes, enter the password (if any) for the Lotus Domino user ID used by Exchange Connector for Lotus Notes. Click OK.

      Cc750304.ex2kl26(en-us,TechNet.10).gif

      Figure 26: Configuring the Calendar Connection to Lotus Domino
  4. On the Schedule tab, select Always. This specifies that Calendar Connector will create a free and busy record for Lotus Domino recipients in the Exchange public folder. This happens every fifteen minutes for new recipients. Alternatively, select Selected times to specify a custom time for the connector to create new records in the server's public folder. Click OK.

  5. Start the Calendar Connector service:

    1. Open the Services MMC snap-in: Click Start, point to Programs, point to Administrative Tools, and then click Services.

    2. In the details pane, right-click Microsoft Exchange Calendar Connector, and then click Start.

    3. The default startup type for Calendar Connector is manual. You should change the startup type to Automatic: Right-click Microsoft Exchange Calendar Connector, and then click Properties. On the Startup type drop-down list, select Automatic, and then click OK. The next time the server starts, the Calendar Connector service starts automatically.

      Cc750304.ex2kl27(en-us,TechNet.10).gif

      Figure 27: Setting the Calendar Connector Schedule

Both Lotus Domino and Exchange 2000 users can now access each other's free and busy information.

You now understand how to achieve coexistence between Exchange 2000 and Lotus Domino.

Part 2: Migrating from Lotus Domino to Exchange 2000 Server

Part 1 of this article explains how to configure Exchange 2000 to coexist with an existing Lotus Domino messaging environment. Part 2 explains how to migrate users from a Lotus Domino messaging environment to an Exchange 2000 messaging environment. You must complete all coexistence steps before proceeding to the migration steps explained here. This section covers the following topics:

  • Understanding Migration from Lotus Domino to Exchange 2000

  • Migrating from Lotus Domino to Exchange 2000

The first topic gives you the necessary background information to migrate successfully from an existing Lotus Domino messaging environment to an Exchange 2000 messaging environment. The second topic leads you through the actual migration steps.

Understanding Migration from Lotus Domino to Exchange 2000

Migration is the process of moving from an existing messaging system, in this case, Lotus Domino, to a different messaging system, in this case, Microsoft Exchange 2000. The actual migration consists of making a copy of your existing Lotus Domino mailboxes, messages, and other data, and importing that information into Exchange 2000.

Exchange 2000 supports migration from Lotus Domino R4.6 and R5. You can easily move users, messages, and calendar information from Lotus Domino to Exchange 2000. This data is migrated using Exchange Server Migration Wizard.

This section covers the following topics:

  • Understanding Exchange Server Migration Wizard

  • Disk Space Considerations

  • Migration Options

Understanding Exchange Server Migration Wizard

Exchange Server Migration Wizard consists of two components:

  • The source extractor

  • The file importer

The Source Extractor

The source extractor copies directory information, messages, calendar information, and collaboration data from Lotus Domino and saves the data in a file using a format that Exchange Server Migration Wizard can import. There are two important things to understand about the source extractor:

  • Intermediate file formats

  • Item conversion

Intermediate File Formats

Migration Wizard uses intermediate file format files when performing a migration from Lotus Domino to Exchange 2000. When the source extractor extracts data from the Lotus Domino system, it writes the extracted data to an intermediate file format file. There is a direct correlation between the extracted data and the intermediate file format file. Every byte is preserved. The source extractor writes a one gigabyte mailbox extracted from a server running Lotus Domino to a one gigabyte intermediate file format file.

There are three types of intermediate file format files, which can be identified by their file extension:

  • Packing List (.pkl) The .pkl file is an inventory (packing list) of all the other intermediate file format files. Exchange Migration Wizard uses this information about the different intermediate file format files during the migration.

  • Primary (.pri) There is one .pri file for each user, and one .pri file for the directory information for all users. If you are migrating five users, six .pri files are created: one for each user and one for the directory information for all users. The directory.pri file is a list of the users and their properties (display name, alias, addressing, and so on). The other .pri files contain the user's e-mail messages and are named in numbered sequence, such as 00000001.pri, 00000002.pri.

  • Secondary (.sec) The .sec files are used to hold large amounts of data, such as the body of a message or message attachments. The .pri files contain pointers to data in the .sec file. For example, a user's .pri file contains message properties, such as To, From, Cc, Subject, Date, and Time. The .pri file also contains a pointer that specifies: to retrieve the body for this message, look in this .sec file beginning at this specific byte. Message data in excess of 256 bytes goes to the .sec file, and a pointer to this data takes its place in the .pri file (some parts of messages, such as the body, are always put in the .sec file, even if they do not exceed 256 bytes).

IFF files are comma-separated-variable (CSV) files that can be viewed in any text editor, such as Notepad, or in a spreadsheet program, such as Microsoft Excel. Because IFF files are stored as plain text files, they are not secure. You should secure these files, for example by storing them on an NT file system (NTFS) disk partition.

Message Conversion

When the source extractor migrates data, it converts Lotus Domino messages and other items to Exchange 2000 formats. The following table shows how certain Lotus Domino items are converted during migration to Exchange 2000.

Table 4 Lotus Domino item conversion

Lotus Domino Item

Converted to Exchange 2000

Task request

Converts as a text-based read note

Phone message

Converts as a text-based read note

Routing slip

Converts as a text-based read note

Calendar data

Converts as a Schedule+ Free Busy public folder attachment

The next table shows how Lotus Notes message formatting is converted during the migration process.

Table 5 Lotus Notes message formatting conversion

Lotus Notes Formatting

Converted to Microsoft Outlook

Size

Converts correctly

Color

Converts correctly

Bold

Converts correctly

Underline

Converts correctly

Italic

Converts correctly

Strikethrough

Converts correctly

Tables

Converts correctly in WordMail (formatting lost);
does not convert correctly in Outlook.

Embedded OLE objects, including graphics

Converts correctly, can be edited

Double strikethrough

Does not convert

Superscript

Does not convert

Subscript

Does not convert

Shadow

Does not convert

Outline

Converts to italic

Emboss

Does not convert

Engrave

Does not convert

Small caps

Does not convert

All caps

Does not convert

Drop caps

Does not convert

Hidden

Does not convert; text is visible

Underline other than single

Does not convert

Bitmaps not embedded as OLE objects

Not converted; formatting lost

Bullets

Does not convert

The next table shows how Lotus Notes folders convert to Exchange 2000 folders.

Table 6 Lotus Notes folder conversion

Lotus Domino Folder

Exchange 2000 Folder

Inbox

Converts correctly

SubFolder

Converts correctly

ToDo

Converts to ToDo items; converts to Outlook Tasks only if items appear in the Notes Calendar View

Drafts

Converts to Drafts

The File Importer

The migration file importer imports Lotus Domino directory, calendar, and collaboration information from the IFF files into Exchange 2000.

Disk Space Considerations

When migrating from Lotus Domino to Exchange 2000, consider the following disk space issues:

  • The size of the IFF files created by the migration tool is at least the size of the mailboxes you migrate. Consider this when allocating disk space.

  • The number of log files on the server running Exchange to which the data is migrated also increases. If the size of the partition holding the log files is insufficient for the amount of data being imported, you must either:

    • Backup the storage group after each pass of Migration Wizard to purge the transaction log files.

    • Move the transaction log files to a partition with sufficient disk space. For information on moving transaction logs, see the following Knowledge Base article:

      239944 - XADM: How to Move the Transaction or System Logs to Another Location

    • Enable circular logging for the duration of the migration.

Migration Options

Performing a large-scale migration is a significant undertaking and requires considerable planning, time, and careful execution. These broader topics are outside the scope of this paper, which focuses on the basic steps of the actual migration process. Before undertaking an actual migration to Exchange 2000, ensure that you have a thoroughly considered plan in place. For a good introduction to large-scale migration issues, see the technical article "Fabrikam Worldwide: A Novell GroupWise–to–Microsoft Exchange 2000 Server Migration Case Study" at http://www.microsoft.com/technet/prodtechnol/exchange/2000/library/e2kngwcm.mspx. While this article focuses on migrating from Novell Groupwise to Exchange 2000, many of the practices and guidelines discussed are directly applicable to a large-scale Lotus Domino migration.

In general, there are two basic approaches to migrating users from Lotus Domino to Exchange 2000:

  • Single-phase migration

  • Multiphase migration

Single-Phase Migration

During a single-phase migration, you move all the users on your Lotus Domino messaging system to your Exchange 2000 messaging system at one time. Single-phase migration might be a good choice if your organization is small.

During a single-phase migration, you might use Migration Wizard only once for your entire organization. The wizard first extracts data from the existing system and creates a migration file. The wizard then imports the migration file into Exchange 2000. After the data is imported, users can access e-mail, calendar information, and public folders from their Exchange 2000 mailboxes by using Microsoft Outlook or another Exchange e-mail client.

Multiphase Migration

During a multiphase migration, you move groups of users to your Exchange 2000 messaging system at different times. After you begin the multiphase migration process, your existing Lotus Domino system coexists with your Exchange 2000 system until the migration is complete.

During multiphase migration, you must have Exchange Connector for Lotus Notes installed and configured between your Exchange 2000 system and Lotus Notes system to enable users on both systems to communicate with each other during the migration process.

Multiphase migration might be a good choice if you:

  • Cannot move all departments or groups to Exchange 2000 at the same time

  • Have a large number of users in your organization

  • Want to test the migration process on a group of experienced "pilot" users first

How to Migrate from Lotus Domino to Exchange 2000

This section explains how to migrate a group of users from Lotus Domino to Exchange 2000 in a single step. The guidelines in this section are recommended for most migrations, and consist of extracting data from the server running Lotus Domino and immediately importing it into Exchange 2000. However, in some cases you might need to edit the extracted data (for example to change the default directory name) before importing the data into Exchange 2000. This is an advanced topic and is outside the scope of this paper. For an introduction to two-step migration, see the following Knowledge Base article:

262201 - XADM: How to Set Up the Migration Wizard

Performing a Lotus Domino to Exchange 2000 migration consists of the following steps:

  1. Grant access to users' mailboxes.

  2. Migrate data from Lotus Domino to Exchange 2000.

  3. Migrate calendar information.

  4. Migrate distribution groups.

Step 1: Grant Access to Users' Mailboxes

In order to migrate data from Lotus Domino to Exchange 2000, Migration Wizard requires access to the mailbox for each user who is migrated. By default, only the owner of the mailbox has access. Everyone else, including Lotus Domino administrators, is denied access. There are two ways for the user ID used by Migration Wizard to gain access to users' mailboxes:

  • Have users grant access to their mailboxes using Lotus Notes.

  • Create a link from the local database to the Lotus Domino database.

Have Users Grant Access to Their Mailboxes Using Lotus Notes

The most direct way to gain access to a user's mailbox is for the user to simply grant it. All users should give access to the user ID used by Exchange Connector for Lotus Notes. Each user who migrates to Exchange should first perform the following procedure.

To grant access to a user mailbox using the Lotus Notes client

  1. Start Lotus Notes: Click Start, point to Programs, point to Lotus Applications, and then click Lotus Notes.

  2. To open the mailbox, click Mail.

  3. On the menu bar, click File, point to Database, and then click Access Control.

    Cc750304.ex2kl28(en-us,TechNet.10).gif

    Figure 28: Opening Access Control in Lotus Notes
  4. In the Access Control List dialog box, click Add.

  5. In the Add User dialog box, click the browse icon.

  6. In the Names dialog box, select the user to which you want to grant access (for example the user ID for Exchange Connector for Lotus Notes), click Add, and then click OK.

  7. From the User type drop-down list, select Person.

  8. From the Access drop-down list, select Reader, and then click OK.

    Cc750304.ex2kl29(en-us,TechNet.10).gif

    Figure 29: Granting Reader access to Exchange Connector for Lotus Notes

The specified user ID now has access to the user's mailbox and can be used by Migration Wizard to migrate the user's mailbox to Exchange 2000.

Create a Link from the Local Database to the Lotus Domino Database

The second way to gain access to a user's mailbox is to establish a link to the Lotus Domino database from the local database, and then update the access control list on the user's mailbox through the link.

To grant access to user mailbox by creating a link from the local database

  1. On a computer with Lotus Domino Administrator installed, start Lotus Domino Administrator and log on as a user who has Lotus Domino Administrator permissions.

  2. On the menu bar, click File, and then click Open Server.

  3. From the Server drop-down list, select Local, and then click OK.

  4. On the Files tab, in the right pane, expand Tools, expand Folder, and then click New Link.

    Figure 30: Creating a new link

    Figure 30: Creating a new link
  5. In the Create New Link dialog box:

    1. In the Link name text box, type Migration.

    2. Next to Link to a, select the Folder option.

    3. In the Path and filename to that folder or database text box, type the path to the Lotus Domino mail database on the server running Lotus Domino. For example, to connect to the default mail database on a server named server-domino1 with Lotus Domino installed on drive D, type:

         \\server-domino1\d$\lotus\domino\mail
      
    4. In the Who should be able to access this link list box, click the browse icon, and then add the Lotus Domino Administrator account. Click OK.

      Cc750304.ex2kl31(en-us,TechNet.10).gif

      Figure 31: Configuring the link to the Lotus Domino database
  6. Press F9 to refresh the list of folders. You can now see the Migration folder you created in the left pane. Click Migration. You can now see a list of users' mailboxes in the right pane.

  7. Press Ctrl-A to select all the users at once.

  8. In the right pane, right-click the list of users, point to Access Control, and then click Manage.

  9. In the Multi ACL Management dialog box, click Add.

  10. In the Add User dialog box, click the browse icon.

  11. In the Names dialog box, select the user to whom you want to grant access (for example the user ID for Exchange Connector for Lotus Notes), click Add, and then click OK.

  12. From the User type drop-down list, select Person.

  13. From the Access drop-down list, select Reader, and then click OK. The user ID you specified now has access to the selected users' mailboxes.

    Cc750304.ex2kl32(en-us,TechNet.10).gif

    Figure 32: Granting Reader access to Exchange Connector for Lotus Notes on multiple user mailboxes
  14. For security reasons, delete the folder link after you update the access control lists on the users' mailboxes: Right-click the Migration folder, and then click Delete.

Step 2: Migrate Data from Lotus Domino to Exchange 2000

The second step in performing migration from Lotus Domino to Exchange 2000 is to migrate the users and mailboxes from the server running Lotus Domino to the server running Exchange. You do this by running Migration Wizard on a server running Exchange 2000 with the Lotus Notes client (for example the server you configured in Part 1 of this paper to run Exchange Connector for Lotus Notes).

Before you start, ensure that the installation path for the Lotus Notes client on the server running Exchange 2000 is in the system path. Migration Wizard stops responding if the Lotus Notes installation path is not in the Windows system path.

To add the Lotus Notes installation path to the Windows 2000 system path

  1. On the server running Exchange 2000 on which you will run Migration Wizard, click Start, point to Settings, and then click Control Panel.

  2. Double-click System.

  3. On the Advanced tab, click Environment Variables.

  4. In the System variables list, select Path, and then click Edit.

  5. On the Edit System Variable page, in the Variable Value text box, add a semi-colon (;) to the end of the existing path, and then type the path to the folder where Lotus Notes is installed. For example, type ;d:\lotus\notes. Click OK.

    Cc750304.ex2kl33(en-us,TechNet.10).gif

    Figure 33: Adding Lotus Notes to the system path

To migrate users and mailboxes from Lotus Domino to Exchange

  1. On the server running Exchange 2000 with Exchange Connector for Lotus Notes, quit the Exchange Connector for Lotus Notes service. This is necessary to prevent directory synchronization from deleting Lotus Domino mailboxes before you verify that migration is successful.

    1. Click Start, point to Programs, point to Administrative Tools, and then click Services.

    2. In the details pane, right-click Microsoft Exchange Connector for Lotus Notes, and then click Stop.

  2. Start Migration Wizard: Click Start, point to Programs, point to Microsoft Exchange, and then click Migration Wizard.

    Note: It is assumed that you are using the server running Exchange that you configured in Part 1 of this paper. This is because this server is already configured to access Lotus Domino. For example, it is running the Lotus Notes client and has an existing user ID for accessing the server running Lotus Domino.

  3. On the Exchange Server Migration Wizard Welcome page, click Next.

  4. On the Migration page, select Migrate from Lotus Notes, and then click Next.

    Cc750304.ex2kl34(en-us,TechNet.10).gif

    Figure 34: Specifying the migration type
  5. On the Lotus Notes Migration page, click Next.

  6. On the Migration Procedure page:

    1. Under Select the migration method, select One step migration (recommended).

    2. In the Path to migration files text box, type the path to which the migration files are temporarily copied. Ensure the hard disk has sufficient space to copy the mailboxes for all the users you migrate (see the previous section "Disk Space Considerations"). Click Next.

    Cc750304.ex2kl35(en-us,TechNet.10).gif

    Figure 35: Selecting the migration procedure
  7. On the Migration Destination page, select Migrate to a computer running Exchange Server. The Server drop-down list should now show the name of the server running Exchange 2000. From the Information store drop-down list, select the information store to which to migrate the Lotus Domino data, and then click Next.

    Cc750304.ex2kl36(en-us,TechNet.10).gif

    Figure 36: Selecting the migration destination
  8. On the Access Information page:

    1. In the Notes.ini file text box, type the path to the notes.ini file on the local hard disk. Typically, this is e:\lotus\notes\notes.ini, where e is the drive letter for your hard disk on which Lotus Notes is installed.

    2. In the User.ID file text box, type the name of the user ID file Exchange Migration Wizard uses to access the server running Lotus Domino. The user ID you specify must have access to each user's Lotus Domino mailbox. It is recommended that you use the user ID already used by Exchange Connector for Lotus Notes.

    3. In the Password text box, type a password (if there is one) for the Lotus Domino user ID used by Exchange Connector for Lotus Notes. Click Next.

      Cc750304.ex2kl37(en-us,TechNet.10).gif

      Figure 37: Specifying the access information
  9. On the Hierarchical Name page, select the name of the server running Lotus Domino (with certifier information) from which you will migrate users. This information is populated from the notes.ini file that you specified during the previous step. Click Next.

    Cc750304.ex2kl38(en-us,TechNet.10).gif

    Figure 38: Selecting the server running Lotus Domino from which to migrate users
  10. On the Migration Information page, you should accept the defaults. If you don't want to accept the defaults, you can change the following options:

    1. The Information to create mailboxes check box. When selected, this creates a new mailbox for users migrated from Lotus Domino to Exchange.

    2. The Personal e-mail messages check box. When selected, this migrates the user's mail stored on the server running Lotus Domino to Exchange. You can either select All to migrate all the user's mail, or Dated from to specify a date range of messages to migrate.

    3. The Schedule information check box. When selected, this migrates the user's schedule information to Exchange. You can either select All to migrate all the user's schedule information, or Dated from to specify a date range of schedule information to migrate.

      Note: Any meeting requests in users' Inboxes that have not been accepted are migrated as text messages. Users must manually add these meetings to their calendars. Before you complete the migration, ensure that users accept any outstanding meeting requests.

    4. Under Specify how to convert Notes DocLinks, select the format that Migration Wizard uses to convert Lotus Notes document links:

      • OLE document link This format is represented by an icon in the Exchange message. When the user clicks the icon, Lotus Notes is started and the document link works as usual, provided the ID file that is being used has access to the document (Lotus Notes must be installed on the client).

      • RTF attachment (default) The document is converted to an RTF attachment. Because this attachment is a copy of the data from the actual Lotus Notes document, users are not able to edit the document.

      • URL shortcut This format converts the link to a URL. Clicking the URL starts the default Web browser, which tries to access the server running Lotus Notes to which the link points. (The user still requires a Lotus Notes name, password, and license to access the document, unless anonymous authentication is allowed.) Click Next.

      Cc750304.ex2kl39(en-us,TechNet.10).gif

      Figure 39: Specifying the migration information
  11. On the Account Migration page, select the Lotus Domino users you want to migrate to Exchange 2000. The user ID used by Migration Wizard must have access to the mailbox of each user you select. You can press Select All to select all users, or hold down the Ctrl key and select users individually. Click Next.

    Cc750304.ex2kl40(en-us,TechNet.10).gif

    Figure 40: Selecting the users to migrate to Exchange 2000
  12. On the Container for New Windows Accounts page, select the Active Directory container to which users will be migrated. Migration Wizard creates a new Active Directory account for each user in the specified container. Click Options.

    Cc750304.ex2kl41(en-us,TechNet.10).gif

    Figure 41: Selecting the container to which to migrate accounts
  13. On the Account Options page, select Generate random password, and then select the User must change password at next logon check box. This generates a random strong password for each user, which is stored in the Accounts.Password file in the \Exchsrvr\Bin directory on the server running Exchange 2000. Alternatively, you can select other advanced options on this page, such as whether to create disabled user accounts that point to actual accounts in a different domain. For the purposes of this article, it is assumed that you are not selecting these other options. Click OK, and then click Next.

    Cc750304.ex2kl42(en-us,TechNet.10).gif

    Figure 42: Setting the account password options for the new user accounts
  14. On the Windows Account Creation and Association page, you see a list of all the user accounts that will be created. In some instances, these are new accounts, but they may also be updates to existing accounts. For example, when you configured coexistence with Lotus Domino, you may have decided to create disabled Windows accounts for each Lotus Domino user. These disabled accounts show up for each corresponding user migrating from Lotus Domino. Lotus Domino users are matched with Exchange accounts based on their e-mail addresses.

    Verify that the accounts are matched correctly. If they are not, you can find the correct account using the Find Existing Account option. You can also choose to create a new account, using the Create New Account option. After you finalize the account list, click Next.

    Cc750304.ex2kl43(en-us,TechNet.10).gif

    Figure 43: Matching Lotus Domino accounts to new or existing Windows accounts

    Note: This figure shows an example of Lotus Domino users who had disabled Windows accounts resulting from Exchange 2000 and Lotus Domino coexistence. When these users are migrated, the disabled accounts are matched to the users' e-mail addressses, and then the users' Lotus Domino messaging data is imported to the disabled users' mailboxes. You must enable disabled user accounts after migration occurs to enable users to log on to the Windows domain.

  15. Migration Wizard extracts the data from the server running Lotus Domino and then imports it into Exchange and Active Directory. Migration can take a long time, depending on the number of users and messages that are migrated, speed of the server, network latency, and other such factors. Once migration finishes, on the Migration Progress page, click Finish. The Migration Process page displays information about the current migration. Click Finish to continue.

After migration is complete, review the Application Log for a log of the migration progress.

To check the Application Event Log for migration information

  1. On the server running Exchange 2000 that performed the migration, click Start, point to Programs, point to Administrative Tools, and then click Event Viewer.

  2. Click Application Log.

  3. Look for events log messages whose source is MSExchangeMig. Double-click the message to view it. Then use the up and down arrows to scroll through the message.

Lotus Domino users now have Windows accounts and their messaging data is migrated to Exchange 2000.

Step 3: Migrate Calendar Information

The Migration Wizard source extractor migrates calendar information by generating a Schedule+ Free Busy public folder import file for each user. This file contains the user's schedule information. The user receives this file as an attachment to a new message in her Inbox. The user must manually import her schedule data.

Cc750304.ex2kl44(en-us,TechNet.10).gif

Figure 44: The Migrated Calendar Information e-mail sent to users after migration

Here is the text of the message that users receive, which includes instructions for manually importing their free and busy information:

The attached file is a copy of your migrated calendar information. If you imported your 
calendar automatically when you first logged on, you do not need to continue. Verify that 
your calendar information was imported correctly, and then delete this message.
If you migrated calendar information to a personal folder file (.pst) or were not prompted 
to import your calendar information automatically, you can import it now by performing the 
following steps depending on your client platform.
Microsoft Outlook for Windows 95, 98, NT, and Windows 2000
1.      In Microsoft Outlook, from the File menu, choose 'Save Attachments'.
2.      Type the location and file name for the attached file, and then choose 'Save'.
3.      From the File menu, choose 'Import and Export'.
4.      Choose 'Import from another program or file', and then choose 'Next'.
5.      If the file attachment is a .cal file, choose 'Schedule+ 1.0'. If the file 
attachment is an .scd file, choose 'Schedule+ 7.0'. If the file attachment is an .sc2 file, 
choose 'Schedule Plus Interchange'.
6.      Type the path and file name of the file you want to import. Under Options, select 
'Do not import duplicate items' to ensure that any previously imported items will not be 
duplicated.
7.      Type the password for the calendar file, and then choose OK.
8.      Choose Finish to complete the calendar migration.
Microsoft Outlook Calendar for Windows for Workgroups Version 3.11 and Windows Version 3.1
If you migrated calendar information to the Microsoft Exchange Server information store, 
your calendar is automatically migrated and you do not need to continue. Verify that your 
calendar information was imported correctly, and then delete this message.
If you migrated calendar information to a personal folder file (.pst) or your calendar 
information was not imported correctly, you can import it now by performing the following 
steps depending on your client platform.
1.      On the calendar message, from the File menu, choose 'Save As'.
2.      Choose 'Attachments', type the location and file name, and then choose OK.
3.      If the file you need to import is already a Schedule Plus Interchange .sc2 file, go 
to step 9.  If the file you need to import is a Schedule+ 1.0 .cal file, or a Schedule+ 7.0 
.scd file, start Microsoft Outlook Calendar by selecting the 'Show Calendar' toolbar button 
in Microsoft Outlook, or running Microsoft Outlook Calendar from the group where it is 
installed.
4.      From the main Microsoft Outlook Calendar menu, choose 'File', and then choose 
'Open'. Then choose 'Archive or Project Schedule'.
5.      Select the file to be opened by typing the path and file name that you specified in 
step 2, and then choose OK.
6.      In this new Microsoft Outlook Calendar window, select 'File', and then choose 
'Export'. Then choose 'Outlook Calendar Interchange'.
7.      Select a location and file name for the export file (.sc2), and then choose OK.
8.      Close the Outlook Calendar window.
9.      From the main Microsoft Outlook Calendar menu, select 'File' and 'Import'. Then 
choose 'Outlook Calendar Interchange'.
10.     Select the file to be imported by typing the path to the .sc2 file, and then choose 
OK. The calendar data from the .sc2 file will be imported to your Microsoft Outlook 
Calendar.

Step 4: Migrate Distribution Groups

Migration Wizard does not migrate distribution groups (formerly called distribution lists) to Exchange 2000. During migration, when distribution groups and addresses may be changing, you must ensure correct routing to distribution group members. This section outlines some general strategies for migrating distribution groups to Exchange 2000. Here are a few options:

  • Re-create groups and synchronize directories.

  • Establish a forwarding scheme.

  • Convert distribution groups to public folders.

  • Maintain duplicate distribution groups on both systems.

  • Disable distribution groups until migration is complete.

Re-create Groups and Synchronize Directories

You can manually re-create your Lotus Domino distribution groups on your server running Exchange 2000 during coexistence (before migration). When directory synchronization occurs, both Exchange and Lotus Domino users can use the new distribution groups on the server running Exchange.

The advantages of this method are:

  • When Lotus Domino users migrate to Exchange, their contact information updates automatically in the Exchange 2000 distribution groups with the same rules and exceptions.

  • When the migration process is complete, Exchange 2000 recognizes the complete distribution group.

The disadvantage of this method is that it increases network traffic. Before migration, the membership of the distribution group consists of users on the server running Lotus Domino, so mail sent to the list is transferred to Exchange 2000 through Exchange Connector for Lotus Notes, expanded, and then delivered back to the other system.

Set Up a Forwarding Scheme

Instead of maintaining distribution groups during migration, you can leave your existing distribution groups and mailboxes alone until after migration is finished. Once migration completes, you can re-create the Lotus Domino distribution groups on Exchange 2000, and configure the server running Lotus Domino to forward all mail to the new Exchange 2000 mailboxes.

The advantages of this method are:

  • Maintenance is not required during migration.

  • Problems related to the gateway pass-through, replies to sent mail, and personal address books are avoided.

The disadvantages of this method are:

  • Distribution groups must be re-created after migration is complete.

  • Messages sent from Exchange 2000 to distribution groups that contain Exchange 2000-enabled objects cross the connection twice.

  • Messages are forwarded individually, leading to multiple copies of messages in Exchange 2000.

Convert Distribution Groups to Public Folders

You can use public folders to replace distribution groups so that users can view a history of recent messages in the public folder.

The advantages of this method are:

  • New users see a history of recent mail.

  • The transition to public folders is part of migration.

The disadvantages of this method are:

  • Rules and permissions maintenance in Outlook must be performed manually; changes are not recorded automatically.

  • Mail sent to the public folder from the server running Lotus Domino crosses the gateway twice to reach Lotus Domino users.

To move users from distribution groups to public folders

  1. Create new public folders that correspond to distribution groups on your server running Lotus Domino.

  2. Add a rule on each public folder to forward all new items to all Lotus Domino members of the distribution group who have mailboxes that are not migrated to Exchange 2000.

  3. Give migrated users who were in the Lotus Domino distribution group permissions to access the corresponding public folders.

  4. After the public folder is available on the server running Lotus Domino, remove the corresponding distribution group.

Maintain Duplicate Distribution Groups on Both Systems

To minimize network traffic, you can maintain copies of distribution groups on both the server running Lotus Domino and Exchange 2000. To avoid duplicate names in the address lists, distribution groups are excluded from directory synchronization between the two systems. Only the Exchange 2000 distribution groups appear in the Exchange address list, and only the Lotus Domino groups appear in the Lotus Domino directory. This method works well if you use an automated process to modify distribution groups.

The advantages of this method are:

  • Users and contacts are updated automatically in the Exchange 2000 distribution groups with the same rules and exceptions as the users and contacts in the Lotus Domino distribution groups.

  • When migration is complete, Exchange 2000 recognizes the complete distribution group.

  • Exchange 2000 sends mail to the distribution group so that only one copy of a message is delivered to each messaging system.

Additional Resources

The following resources have additional information to help you to set up and configure Exchange 2000 and Lotus Domino coexistence and migration.

Technical Papers and Web Sites

Microsoft Knowledge Base Articles

There are many Microsoft Knowledge Base articles available on Exchange 2000 and Lotus Domino or Lotus Notes. Here are some that may be useful for additional information or troubleshooting. While some of these are specifically directed at Exchange 5.5, in many cases the information is still valid for Exchange 2000.

  • 198677 - XFOR: Troubleshooting Common Exchange Notes Connector Problems

  • 255160 - XFOR: SMTP Messages from Lotus Notes SMTPMTA to Exchange 2000 Append @NotesDomain to the Sender's Address

  • 316035 - XFOR: Lotus Notes Client Versions That Are Tested with the Exchange Notes Connector

  • 285136 - XADM: How to Customize the SMTP E-mail Address Generators Through Recipient Policies

  • 239944 - XADM: How to Move the Transaction or System Logs to Another Location

  • 288967 - XFOR: DocLinks That Point to Lotus Notes Domino R5 UNIX Hosts May Not Be Converted to Rich Text Format

  • 222893 - XFOR: Troubleshooting Calendar Connector for Lotus Notes

  • 298414 - XFOR: Exchange 2000 Notes Connector Mail Flow

  • 247524 - XFOR: How to Determine Which Files to Modify for Directory Synchronization with Lotus Notes

  • 245223 - XFOR: Filter Rules for Lotus Notes and Exchange Server Directory Synchronization

  • 180517 - XFOR: Customizing Directory Synchronization Between Exchange and Notes

  • 199960 - XADM: XFOR: T-shooting Notes/SNADS/PROFS/GW Connectors Using MS Admin Tools

  • 245837 - XFOR: Incomplete Directory Synchronization from Lotus Notes to Exchange Server

  • 303986 - XFOR: Exchange Notes Connector Does Not Send HTM

  • 187276 - XFOR: How the Notes Proxy Generator Works

  • 188815 - Notes Connector Error Msg: Unable to Find Path to Server

  • 193535 - XFOR: Notes Directory or Mapping Rule Changes Ineffective

  • 194191 - XFOR: Notes SMTP Addresses Are Truncated upon Reply

  • 300615 - XFOR: How to Change the Exchange Domain Name in Lotus Notes

  • 251955 - XFOR: Exchange Notes Connector May Append the From Line

  • 316035 - XFOR: Lotus Notes Client Versions That Are Tested with the Exchange Notes Connector

To search for Knowledge Base articles related to Exchange 2000 and Lotus Domino coexistence or migration

  1. In your browser, go to http://search.support.microsoft.com/.

  2. In the Search (KB) drop-down box, select Exchange 2000 Server.

  3. In For solutions containing (optional), type your keywords. For instance, type lotus migration.

  4. Click Search now.

For more information: http://www.microsoft.com/exchange/

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