Welcome to the Binary Tree Webinar…
Migrating to the Cloud:Which Approach is Right for You?
Vadim Gringolts, CTO, Binary Tree June 24, 2010
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Welcome to the Binary Tree Webinar…
Migrating to the Cloud:Which Approach is Right for You?
Vadim Gringolts, CTO, Binary Tree June 24, 2010
Who is Binary Tree?The leading provider of cross-platform migration & coexistence software• Migrated over 4,000 customers and more than
15,000,000 users• Authorized ISV for Microsoft Enterprise Notes Migration
(ENM)• Focused exclusively on successfully completed
migration initiatives
Authorized ISV for Microsoft Enterprise Notes Migration
(ENM) Methodology
A Proven Migration Methodology
A Comprehensive Best Practices Approach to Coexistence & Migration
This is an overview of a best practices methodology for reducing costs, effort, and business disruptions
when transitioning from Lotus Notes and Domino to the Microsoft platform or to Microsoft Online. Prior to migration, carefully PLAN and PREPARE your move from a Lotus platform to the Microsoft platform.
PLAN &PREPARE
ANALYZE : Applications
ANALYZE : EmailAnalyze the Lotus mail and application environment and define a plan that ensures coexistence and a successful migration.
Fully inspect and review your Notes and Domino messaging environment to properly prepare a successful approach to coexistence and migration.
Discover in detail how your Notes applications are used and how they work so that you can effectively estimate and plan the efforts to migrate them.
COEXIST : Email
COEXIST : Applications
Establish robust coexistence between the Lotus and Microsoft environments to enable users of each platform to interoperate.
Enable Notes and Outlook users to interoperate seamlessly by allowing them to exchange email and calendar invites with full transparency, high fidelity, availability, and performance.
Enable Notes/Domino applications that send Notes specific elements, such as custom forms and buttons, to continue to function properly for Outlook/Exchange users.
MIGRATE : Email
MIGRATE : Applications
Migrating mail data and applications is the most critical, phase, the end result being your new Microsoft production system.
Proper planning, detailed testing, and synchronized execution are all critical for the successful migration of Notes messaging users and environments to Outlook and Exchange.
Proper planning, detailed testing, and synchronized execution are all critical for the successful migration of Notes and QuickPlace applications to SharePoint, C#, .NET, and SQL Server.
After the migration, clean up, consolidate, and RETIRE the DOMINO environment.
After the migration, LAUNCH and manage the new MICROSOFT Exchange and SharePoint platform.
LAUNCH& RETIRE
The Most Robust Migration Software Available
CMT Inspector Express
• Pre-sales analysis of messaging and application environment (mailboxes, servers, replicas, application design)
• Free to Microsoft and trained partners
Analyze and Streamline
CMT Inspector Enterprise
• Detailed analysis of the messaging and application environment (design matching, design and data analysis, detailed reporting)
• Help manage user surveys and analysis communications
Tools to analyze, coexist, and migrate Notes messaging and apps to Microsoft Online
Migrate
CMT for SharePoint
• Migrate Lotus Notes applications to Microsoft SharePoint, InfoPath, WebParts
• Migrate content and design
• Preserve site and application security and data fidelity
CMT for Exchange (CMT Universal)
• Migrate messaging and directory information to Exchange
• Comprehensive migration includes attachments, rules and encrypted items
• Centralized migration management tools
Coexist
CMT for Coexistence
• Allows all email enabled applications to function properly without any change!
• Maintains data and calendar workflow fidelity with users across both systems
• Prevents incorrect processing of updates to recurring meetings
• Resolves user names with “friendly names” to reduce confusion and security concerns
• Natively Supports Exchange 2010
What is a “Microsoft Cloud”? BPOS – Business Productivity Office Suite
• BPOS-D: dedicated hosted platform• Intended for large enterprises (20,000 + users)
• Deployed specifically for each customer
• BPOS-S: multi-tenant hosted platform• Intended for small and medium organizations (under
20,000 users)
• Targeted to scale to large enterprise needs
• Deployed automatically for each customer
• Which alternative is right for you?• Cost
• Flexibility
• Talk to your Microsoft Representative or Partner
Binary Tree History with BPOS-D• Contracted by Microsoft for the first migration of a
Domino customer to hosted Exchange: Ingersoll Rand in early 2008
• Performed several other Domino to BPOS-D migrations using on-premises migration approach (Coke CCE, Blockbuster, Pitney Bowes, Manpower, etc)
• Assisted Microsoft in creation of VENOM (Velocity Notes Migration): hosted migration infrastructure.
• Used exclusively by Microsoft for transition of Domino customers into BPOS-D (GSK, McDonald’s, AON, Baxter, Novartis, Royal Mail Group, Chrysler, etc)
• Over 500,000 users migrated from Lotus Domino to BPOS-D
Binary Tree History with BPOS-S
• Approached by Microsoft for creation of migration process from Domino to BPOS-S.
• Created Weekend Express: hosted migration infrastructure for rapid transition from Domino to BPOS-S.
• Adopted Weekend Express to become universal hosted migration infrastructure for rapid and gradual transition from Domino to BPOS-S.
• Recommended exclusively by Microsoft for transition of Domino customers into BPOS-S (Kellwood, Godiva, Harte Hanks, JWT, Richemont, etc).
• Over 25,000 users migrated.
Transition Best Practices: What customers have come to expect from Binary Tree
• High level of functionality (migration and coexistence)
• Performance
• Scalability
• Flexibility
• Management and Operation
What is Workflow?
• The flow or amount of work to and from an office, department, or employee (Dictionary.com)
• The foundation of organizational productivity
• Workflow interruption will adversely impact organizational productivity and doom a migration project to failure
Protect the Workflow of Your Users
CMT for Coexistence AND CMT for Exchange protect the user workflow between Domino and Exchange
Pre-Project
Assessment
Detailed Assessme
nt
Coexistence
Messaging
Migration
Application
Migration
Protect the Workflow of Your UsersPrevent interruptions in collaboration with CMT for Coexistence & CMT for Exchange
• Ensuring Messaging Workflow, including doc & database links
• Ensuring Calendar Workflow even for complex recurring meetings
• Ensuring Application Workflow by enabling Outlook users to see and act on email-enabled Lotus Notes workflow applications
• Ensuring Directory Workflow with directory synchronization
• Ensuring Availability Workflow with calendar free/busy lookups
Pre-Project
Assessment
Detailed Assessme
nt
Coexistence
Messaging
Migration
Application
Migration
What is Currently Possible with BPOS-SCMT for Coexistence can Help
Coexistence
What Will be Possible with BPOS-SCMT for Coexistence can Help
Coexistence
Understanding the Components of MigrationSupport for Exchange 2010/2007/2003
Migration Workstation
CMT for Exchange Migration Infrastructure
Migration Workstation
Domino 6x/7x/8x
Exchange 2010/2007
Pre-Project
Assessment
Detailed Assessme
nt
Coexistence
Messaging
Migration
Application
Migration
Understanding the Components of MigrationSupport for Exchange 2010/2007/2003
• Migration Workstation: a basic unit of Migration Infrastructure
• Read, Translate, Write• Windows XP, Windows 2003• Support for Windows 7 upcoming• Lotus Notes Client 7.0.3 (recommended) or 8.x• Microsoft Outlook 2007 (recommended) or 2003
• Read Access to Source Domino Environment• Write Access to Target Exchange Environment• Best: Read and Write over High Speed LAN• Alternative 1: Read over WAN, Write over LAN• Alternative 2: Read over LAN, Write over WAN• Alternative 3: Read over WAN, Write over WAN
Pre-Project
Assessment
Detailed Assessme
nt
Coexistence
Messaging
Migration
Application
Migration
Why CMT for Exchange?Consider the differentiators
• Outstanding Data Fidelity• Transparent Mail fidelity (Rich Text, composite HTML, Images &
more)• Excellent calendar fidelity:
• Repeating calendar events with simple and complex patterns (including custom)
• Enhanced transitional calendar workflow• Domino Room, Resource, and On-line Meeting Place
information• Contact and personal group fidelity (attachments and
comments)• Task Migration fidelity (task ownership)
• Excellent Throughput• Effective application performance• High-throughput parallel migration topology• Migration workload distribution to meet enterprise
requirements
Pre-Project
Assessment
Detailed Assessme
nt
Coexistence
Messaging
Migration
Application
Migration
Why CMT for Exchange?Consider the differentiators
• Management, Customization, Extensibility• Global Directory Management (NAB and AD) – Transition of
users and groups• Rooms and Resource Content Migration from Domino
Resource Reservation Databases• Management of the entire migration from a single,
customizable interface• Use of standard and custom pre-migration and post-
migration tasks• Advanced data filtering, and much more• Integration with mobile and archive migration solutions
• Direct Migration from Domino to Exchange 2010• Backward Compatibility for Migrations to Exchange 2007/2003• Flexibility to Migrate to Exchange BPOS-D, BPOS-S, and On-
premises
Pre-Project
Assessment
Detailed Assessme
nt
Coexistence
Messaging
Migration
Application
Migration
More about Calendar WorkflowIt’s not just part of coexistence
• Transitional Calendar Workflow: Ability to schedule, re-schedule, update, cancel meetings across dissimilar platforms regardless of chairperson and invitee migration status
• Significant Calendar Workflow is accomplished by CMT for Coexistence and CMT for Exchange separately, but even greater Calendar Workflow is achieved when CMT for Coexistence and CMT for Exchange are used together
• Examples:• Notes chair schedules a meeting with some Notes and Exchange
invitees, then chairperson and some invitees migrate to Exchange... …Subsequent re-schedules, updates, and cancellations work
• Exchange chair schedules a meeting with some Notes and Exchange invitees, then some invitees migrate to Exchange... …Subsequent re-schedules, updates, and cancellations work
Pre-Project
Assessment
Detailed Assessme
nt
Coexistence
Messaging
Migration
Application
Migration
Understanding Migration ScalabilityAutomated Workload Distribution (AWD)
CMT for Exchange Migration Infrastructure
Exchange 2010/2007
Migration Workstation
Migration Workstation
Migration
Server
Domino 6x/7x/8x
Migration Farm
Migration Workstation
Pre-Project
Assessment
Detailed Assessme
nt
Coexistence
Messaging
Migration
Application
Migration
Improving Migration Throughputby Bringing Source Data Closer to Migration Farms
CMT for Exchange Migration Infrastructure
Exchange 2010/2007
Pre-Project
Assessment
Detailed Assessme
nt
Coexistence
Messaging
Migration
Application
Migration
Migration Workstation
Migration Workstation
Migration
Server
Domino 6x/7x/8x
Migration Farm
Migration Workstation
Notes Replication
Notes Replication
CMT for Exchange ImplementationHigh-level Process Overview
• Understand Migration Requirements and Expectation
• Architect Migration Infrastructure and Topology• Architect Global Directory Management
(Domino/AD)• Define and Design End-user Communications• Define User Scheduling and Tracking Process• Install CMT for Exchange Components• Execute Migration Pilot• Establish and Enable Production Support• Execute Production Migration
Pre-Project
Assessment
Detailed Assessme
nt
Coexistence
Messaging
Migration
Application
Migration
What about end-user run migrations?Benefits and shortcomings of a self-service model
• CMT for Exchange supports Server and End-user migration• Every end-user machine becomes a migration workstation
• Good: no need to build migration infrastructure• Bad: inconsistent hardware, network bandwidth, OS, application
software
• Every end-user becomes a migration administrator• Good: no need to allocate resources• Bad: inconsistent expertise, insufficient authority, greater need for
support
• Every end-user schedules own migration• Good: no need for centralized scheduling and coordination• Bad: no centralized reporting, progress monitoring
• Preferred approach – Centralized Server Migration• Local archives can be consolidated on a central File Server or
Domino Server and migrated in a centralized mode
Pre-Project
Assessment
Detailed Assessme
nt
Coexistence
Messaging
Migration
Application
Migration
Domino Infrastructure
Standard On-Premises Migration Approach
Data
• Requires hardware procurement• Requires migration software
procurement• Requires migration software
installation and configuration• Requires migration expertise
Running migration software
Data
(WAN
)
Microsoft OnlineOn-premises
On-premises Migration Farm
(LAN)
Domino Infrastructure
Microsoft Hosted Migration Approach (BPOS-D)
Data
• Does not require hardware procurement• Does not require software procurement• Does not requires migration software
installation and configuration• Does not require migration expertise
Running migration software (Partner-Managed)
Data
(LAN
)
Microsoft OnlineOn-premises
MS Data Center Hosted Migration Farm
(WAN)
Notes
Rep
licat
ion
3rd party Hosted Migration Approach (BPOS-S)
• No hardware to procure• No migration software to procure• No migration software installation
and configuration• No migration expertise requirement
Microsoft Online
Data
(Hig
h Sp
eed
WAN
)
On-premises
3rd Party Hosted Migration Farm
Temporary Domino Servers3rd party Hosted/Secured
Domino Infrastructure
Two Approaches for Migrating to BPOS-S
Domino Servers
Domino Servers Migration Workstationswith Binary Tree Software
Data
Customer’s Premises
Customer’s Premises
The Traditional On-Premises Migration Approach
The Remotely-Hosted Migration Approach
Implement migration hardware and software at the customer’s site and run the migration there
No hardware or software to setup, data is replicated to an authorized data center and then migrated
Notes Replication
Migration
Migration
Migration Workstationswith Binary Tree Software
Migration Data Center(Binary Tree or Authorized Partner)
Migration to BPOS-S Considerations
• On-premises migration approach may appear to give customers a greater sense of control and ownership, but requires a potentially significant investment in migration hardware, software, and personnel
• Remotely hosted migration approach still gives customer some control, but virtually eliminates customer’s investment in migration hardware, software, and personnel
• Both on-premises and hosted migration approaches may be suitable for a gradual migration
• Hosted migration approach is the only way to achieve a rapid migration
On Friday, You’re on Lotus Notes…
…On Monday, You’reon Microsoft Online!
Migration As A ServiceRemotely Hosted Migration by Binary Tree
includingWeekend Express™
Weekend Express™
Remotely Hosted Migration to BPOS-S
Customer’s Email DataOn Domino Servers
The Binary Tree Data CenterCertified to SAS-70 Type II and PCI
Compliance
BPOS-S
Online User Training Online User Training
Client’s Internet Security Measures
plus Weekend Express Firewalls128-bit Encrypted VPN
+ VLAN Security +
Firewalls
10GB Fiber to BPOS + Redundant Routers &
moreStaging/Replication Servers + Migration Control & Processing
WorkstationsLotus Audit
Notes Replication
Migration
Client’s Internet Connection
Online Training Portal
Pre-Project
Assessment
Detailed Assessme
nt
Coexistence
Messaging
Migration
Application
Migration
The migration includes: Relax and leave the migrating to us…
• No hardware to buy, install or configure
• No software to buy, install or learn• No on-site consultants needed• No expertise on migration needed• Includes Outlook online user training
High level overview of the migration process
Components of Remotely Hosted Migration
• May be complemented by coexistence setup for Messaging, Calendar and Application Workflow protection
• Audit Domino Environment• Using Remotely Installed CMT Inspector Express• Obtain necessary information on Domino Directory and Mail
Servers• Identify any Show Stoppers
• Replicate Domino Mail Files to Binary Tree Data Center• Each Customer has Own and Secure Staging Area• Replication is Performed over Time to Ensure Completion
• On Mutually Agreed Upon Schedule Migrate Mail Data to BPOS
• Each Customer has Own and Secure Migration Infrastructure• User Mailboxes are Provisioned prior to Migration• Migration is Executed by Binary Tree Personnel• On-going Status Provided to Customer
Pre-Project
Assessment
Detailed Assessme
nt
Coexistence
Messaging
Migration
Application
Migration
Details of Weekend Express
• Rapidly Executed Remotely Hosted Migration• Includes a limited set of data (Essential)
• 90 days of email• 1 Year of past calendar entries• All future calendar entries• All contacts• All tasks• On-going Status Provided to Customer
• May be extended by migration of additional data (Supplemental)
• May be complemented by coexistence setup for Application Workflow protection
Pre-Project
Assessment
Detailed Assessme
nt
Coexistence
Messaging
Migration
Application
Migration
Replicating Data to be migrated
Customers Domino EnvironmentSecure Lotus Notes
Replication
• Dedicated Domino servers are created in the Weekend Express datacenter and cross – certified (trust established) with the customer’s environment
• Selective replication is performed to only replicate 90 Days of email, 1 year past calendar entries, all future calendar entries, all contacts, all tasks
• Full replication may be down for supplemental data migration
• Depending on throughput, replication process begins 5 to 10 days prior to the cut over weekend
• This is a one way replication only
• No updates are made to the customer’s mail files or servers
Weekend Express Datacenter
Dedicated Domino Servers for staging data that will be migrated
Remotely Hosted (Weekend Express) Architecture
Logical View (Component Architecture)Client Network- Source of Data- Client initiated Push
Replication- Secure and Client
Controlled- Client Standards
PreservedXpress Replication Servers- 64-bit Platforms- Firewalled/Hardened- Notes Port-Level Encryption
1
2 X Rep Domino Servers
Migration Workstations
Migration Control Center
1Client 1Networ
k
234
Migration Control Center- Windows 2003 Server - Or XP Workstation- Site level Dashboard
/Control- Job Dispatcher
Bandwidth to MSO- 10 GB/S Transport- Redundant Enterprise
Routers- 2 Super PoP Centers- Diversified Links over Multiple
Carriers
3
4
5
E-Mail Cloud- Reduced Management- 24/7/365 Operations- Security & Redundancy- No Hardware Required
Migration Workstations - Windows XP SP2- Poll for jobs from dispatcher- Report results back to
dispatcher
5
6
ESX Servers- On-demand Migration
Workstations- Snapshot Recovery- SAN Attached
740 TB SAN- On-demand disk spindles - Attached to Source Rep
Servers- Attached to ESX
Virtualization
8
VLAN 1
X Rep Domino Servers
Migration Workstations
Migration Control Center
1Client XNetwor
k
2345
VLAN X
Notes ReplicationMigration
6
6
Data Center Credentials
Connectivity:• Multiple Tier 1 Gigabit Ethernet Connections• 10 GB/Sec Fiber Connectivity to Ashburn, VA• Diverse Fiber Conduits for Physical Redundancy• Redundant Cisco Routers and Carrier Class
Juniper Firewalls
Environment:• N+1 Redundant Liebert Environmental Control
Systems• FM-200 Gas Fire Suppression Systems• Raised Flooring controls Air Flow and Steady
Temperatures
We uphold our security measures to rigorous standards. Proximity card entry, camera-recorded server room access, and a perimeter security system all protect our main and data center facilities. These security components ensure only our certified Server Engineers have direct access to the data center and individual servers. This restricted access ensures maximum security when maintaining, upgrading, and troubleshooting servers right in the racks.
Certifications: • SAS-70 Type II Compliance, PCI Compliance
Our data center facility has the following:Physical Security:• Restricted Key card Access to Data center• Video Surveillance Fully Monitors Access
Points• Monitored by 24x7x365 On-site Server
EngineersInternet Security:• 128-bit AES encrypted VPN sessions• Juniper enterprise-class firewalls• VLAN security segments data center into unitsPower:• Parallel Redundant Liebert UPS System• N+1 Redundant Diesel Backup Power
Generation
30,000 Users 2,500 Users21,500 Users19,000 Users
118,000 Users7,000 Users
On Friday, You’re on Lotus Notes…
…On Monday, You’reon Microsoft Online!
…has also lead to Hosted Migrations for BPOS-S
3,700 Users
Binary Tree Experience with Migrations for BPOS-D
40,000 Users 100,000 Users
How about a Transition POC or Pilot?
• Some customers want to “kick the tires”• See Coexistence and Migration technology in action
• Migrate an advanced group of users to BPOS
• Implementing POC• Significant investment in hardware, software, expertise
• Running Migration Pilot• Significant investment in hardware, software, expertise
• AutoPilot from Binary Tree:• A low cost alternative to building POC or Pilot infrastructure
AutoPilot your Transition POCRun a migration and coexistence pilot/POC project from
Notes/Domino to Exchange or BPOS without any special hardware or software!
On-Premises
Lotus Notes/Domino
Customer’s On-Premises Environment
CMT AutoPilotReady to Engage
Binary Tree’s CMT AutoPilot Cloud-Based Migration and Coexistence Environment
Migration Farm
CMT AutoPilotEngaged!
AutoPilot your Transition POCRun a migration and coexistence pilot/POC project from
Notes/Domino to Exchange or BPOS without any special hardware or software!
On-Premises
Lotus Notes/Domino
Binary Tree’s CMT AutoPilot Cloud-Based Migration and Coexistence Environment
Customer’s On-Premises Environment
Migration Farm
Optional: Use customer’s data
• Complete administration experience
• Complete end user experience (Lotus & Outlook)
• Controlled & isolated migration & Coexistence environment
• Active for as long as needed
Questions and Answers
Vadim Gringolts, CTO, Binary Tree April 22, 2010
For More Information, Contact Us
Sales: [email protected]
• In North AmericaCarl Baumann, Worldwide Director of SalesOffice: +1-215-550-6561 [email protected]
• In Europe, Middle East & AfricaKurt van den Eynden, Director of Sales, EuropeOffice: +44 (0) 20 7692 [email protected]
Partners: [email protected]
• For Regional Systems IntegratorsAnita Brooks-Jackson, Microsoft Channel Manager, US SalesOffice: +1-630-466-3895 [email protected]
• Global Systems IntegratorsTraci Blowers, Director of Alliances and Business DevelopmentMobile: +1-716-864-7046 [email protected]
Thank You for Attending!
Vadim Gringolts, CTO, Binary Tree June 24, 2010
The only option for migration success