Quest Notes Migrator for Exchange (NME) What are the most minimum permissions needed in Domino to use NME?
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1 Quest Notes Migrator for Exchange (NME) What are the most minimum permissions needed in Domino to use NME? Version 1.0, Dated July 7, 2008 Contents Purpose... 4 Domino Actions... 5 Creating the Domino Account... 5 Add the Domino Account to the ACL of all NSF files to be migrated... 7 Quest Notes Migrator for Exchange Actions Add NotesMig User to the Notes Server Configuration area Migrating Mail with Quest Notes Migrator for Exchange Set/Remove forwarding, Allow foreign directory synchronization, Visibility Summary... 21
2 Copyright Quest Software, Inc All rights reserved. NME Minimum Permissions This guide contains proprietary information, which is protected by copyright. The software described in this guide is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser's personal use without the written permission of Quest Software, Inc. Warranty The information contained in this document is subject to change without notice. Quest Software makes no warranty of any kind with respect to this information. QUEST SOFTWARE SPECIFICALLY DISCLAIMS THE IMPLIED WARRANTY OF THE MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. Quest Software shall not be liable for any direct, indirect, incidental, consequential, or other damage alleged in connection with the furnishing or use of this information. Trademarks Quest is a trademark of Quest Software, Inc. Other trademarks and registered trademarks used in this guide are property of their respective owners. Quest Software, Inc. World Headquarters 5 Polaris Way Aliso Viejo, CA USA info@quest.com U.S. and Canada: Please refer to our Web site for regional and international office information. Quest Software complies with U.S. Export Control laws. Consequently, Quest Software will not ship products to or provide support to anyone in prohibited destinations as defined by the U.S. Department of Commerce. For a copy of the current export administration regulations, please visit their website at: P a g e 2
3 Quest Support NME Minimum Permissions Quest Support is available to customers who have a trial version of a Quest product or who have purchased a commercial version and have a valid maintenance contract. Quest Support provides around the clock coverage with SupportLink, our web self-service. Visit SupportLink at From SupportLink, you can do the following: Quickly find thousands of solutions (Knowledgebase articles/documents) Download patches and upgrades. Seek help from a Support engineer. Log and update your case, and check its status. View the Global Support Guide for a detailed explanation of support programs, online services, contact information, and policy and procedures. P a g e 3
4 Purpose NME Minimum Permissions When Quest Notes Migrator for Exchange (NME) is used to migrate from Domino, the person running (NME) and the account specified within the Notes Server area of the NME product needs to have specific permissions to complete all of its migration actions. Actions include: - Migrating Mail - Send You ve been migrated messages to Notes mailboxes - Set/Remove forwarding - Set Allow foreign directory synchronization - Set user visibility Quest Notes Migrator for Exchange manages all of these activities, but uses basic Domino/Notes commands to perform these actions. Certain environments dictate that certain rights, roles and permissions cannot be granted to one user. For Quest Notes Migrator for Exchange to be able to perform all of these activities successfully, certain Domino permissions, rights and roles must be granted to a migration account. This document will use a simple one Domino Server scenario to describe (and show) how to grant the least amount of Domino permissions/rights/roles to enable a non-authoritative (or limited permission) account to perform a migration from Domino. NOTE: This document is used for informational purposes only using a very basic Domino structure. For larger, more complex environments, further investigation on the part of the end-user will be warranted. If the provided information here does not allow for the said actions to work successfully, Quest Technical Support will request that the recommended permissions/rights/roles given from the current Quest Notes Migrator for Exchange System Requirements be implemented. P a g e 4
5 Domino Actions NME Minimum Permissions Creating the Domino Account For example purposes, the user to be created will be called NotesMig User in a single Domino domain called DOMINODOMAIN. This user will be used to perform all the Domino actions. - Open Domino Administrator and expand the Domino Directories DomainName s Directory People. On the right-hand side, expand People and click Register.... In the Register Person New Entry dialog, the following is entered, clicking Register All when completed: Figure 1 - Create the NotesMig Notes Account Basics Screen P a g e 5
6 Resulting Notes User: Figure 2 - NotesMig User's Personal Document Note: For more information on creating users with Domino Administrator, please see the following IBM/Domino article titled Setting up Notes users found at the following link: _UP_NOTES_USERS.html P a g e 6
7 Add the Domino Account to the ACL of all NSF files to be migrated Because this is a new account, this account has no access to the source NSF files to be migrated. An easy way to verify this is to be true is to log into either Lotus Notes (client) or Domino Administrator as the new NotesMig User : Figure 3 - Logging in as 'NotesMig User'...and attempt to open a user to be migrated NSF file via the File Database -> Open..., Open Database dialog. For this example, an attempt to open Carl User (cuser.nsf) database on the cs-domino65-01/mig1 domino server will be made: Figure 4 - 'Open Database' dialog P a g e 7
8 When this occurs, the following IBM Domino Administrator dialog appears stating that the logged on account has not the required permissions to access: Figure 5 - Open Database not authorized dialog Logging into Domino Administrator as a person who has access to the said cuser.nsf file ( File Database -> Open... then File Database -> Access Control... ), we can indeed see that NotesMig User is not specified which is why the You are not authorized to access that database is returned: Figure 6 - Access Control List for Carl User P a g e 8
9 To remedy this lack of access, the new NotesMig User notes user will need to be added to ALL NSF files that are too be migrated. This would be a daunting task to add manually to each NSF file individually, however, this can be achieved using the Manage ACL... option under the Files tab in Domino Administrator. In the Files tab, locate the NFS files to add/modify the ACLs on (multi-select is available if needed) and (under the Database drop-down) click Manage ACL... as shown: Figure 7 - Manage ACL option for CUSER.NSF P a g e 9
10 If multiple NSF files are selected and the Manage ACL... is selected, the following dialog will appear: Figure 8 - Manager Multiple ACLs dialog...if only one is selected, the normal Access Control List to: UserName will appear: Figure 9 - Access Control List for Carl User P a g e 10
11 For either dialog, click the Add... button and select the desired user to be added. For this example, NotesMig User will be added: Figure 10 - Adding NotesMig User to Carl Users NSF ACL...for this example NotesMig User will be added as User Type: Person and Access:Manager. Note: Anything set less than Access:Manager will result in errors when Quest Notes Migrator for Exchange is run. Please see the section titled Migrating Mail with Quest Notes Migrator for Exchange for examples of these possible errors. For more information on adding domino users to ACLs of multiple NSF files, please see the following IBM/Domino article titled Manage ACL Basic Options found at the following link: ES_TAB_TOOLS_MANAGE_ACL_0210.html P a g e 11
12 Quest Notes Migrator for Exchange Actions NME Minimum Permissions Add NotesMig User to the Notes Server Configuration area Once the NotesMig User has been created and added to the Access Control List of the needed NSF files, NotesMig User will need to be added to the Notes Server Configuration area of Quest Notes Migrator for Exchange as shown here: Figure 11 - Specify NotesMig User to the NME Notes Server area Please be sure to click the Apply... button and be sure the Status area states that it Successfully saved the Notes settings before continuing. Note: If this action fails, please launch the Lotus Notes Client on the same computer (as NME) and attempt to login using the same ID file found in the same folder structure as shown in the Notes Server Configuration, User ID file (UNC path): area of Quest Notes Migrator for Exchange. This should succeed without any errors or prompts. P a g e 12
13 Migrating Mail with Quest Notes Migrator for Exchange With the Notes Server Configuration area now set with the correct user, an attempt to migrate Carl User mail sending a You ve been migrated message will be performed: Results: Figure 12 - Migrating mail and Migrated Message options Figure 13 - Migrating mail and Migrated Message results...where the 2 warning(s) noted (in the screenshot) are for the LocalDomainServers and OtherDomainServers groups which do not have a corresponding Exchange Account in the target Active Directory environment (so they can be safely ignored). P a g e 13
14 Note: If an attempt to migrate Carl User was made with Quest Notes Migrator for Exchange having NotesMig User set as the default Editor (or lower) to the said NSF files ACL, the following (possible) error(s) may be seen in the logs (as an example, other errors may be seen depending upon the content being migrated): 13:22:15 ERROR: [ ] Unable to open NSF file 'cs-domino65-01/mig1!!mail\cuser.nsf' 13:22:15 NSFDbOpen: 13:22:15 You are not authorized to perform that operation... 13:42:36 WARNING: [ ] Unable to get unread note table for user '' in database 'cs-domino65-01/mig1!!mail\cuser.nsf'; assuming all notes are read 13:42:36 NSFDbGetUnreadNoteTable: 13:42:36 You are not authorized to perform that operation... 13:42:37 WARNING: [ ] Unable to get unread note table for user 'CN=Carl User/O=MIG1' in database 'cs-domino65-01/mig1!!mail\cuser.nsf'; assuming all notes are read 13:42:37 NSFDbGetUnreadNoteTable: 13:42:37 You are not authorized to perform that operation... 13:43:15 ERROR: [ ] Unable to migrate contents of folder 'HeadlinesView' 13:43:15 NIFOpenCollection: 13:43:15 You are not authorized to perform that operation... 13:43:15 WARNING: [ ] Unable to migrate one or more mail messages. P a g e 14
15 Set/Remove forwarding, Allow foreign directory synchronization, Visibility The following actions: - Set/Remove forwarding - Set Allow foreign directory synchronization - Set user visibility...all modify the personal document of the Notes user. Giving only ACL permissions to the NSF file will not be enough to perform these actions. These actions require the ability to modify personal documents, similar to modifying the personal documents when utilizing Domino Administrator. As per the following IBM/Domino documentation, the following chart summarizes what needs to be done to allow a said user to perform certain actions (within specific environments). For more information on setting up users to perform additional administrative tasks, please see the following IBM/Domino article titled Setting up ACLs for the Administration Process found at the following link: _ACLS_TO_USE_THE_ADMINISTRATION_PROCESS.html P a g e 15
16 So the same procedure as section Add the Domino Account to the ACL of all NSF files to be migrated will be needed to add NotesMig User to the ACL of the names.nsf, admin4.nsf and certlog.nsf files (based upon this example scenario). This can be achieved using the Manage ACL... option under the Files tab in Domino Administrator. In the Files tab, locate the names.nsf, admin4.nsf and certlog.nsf files to modify the ACL on (multi-select is available if needed for the particular environment) and under the Database drop-down, click Manage ACL.... Figure 14 - Selecting the needed NSF files for ACL modification P a g e 16
17 For this example, NotesMig User is added as User type:person/access:editor to the names.nsf, admin4.nsf and certlog.nsf files as shown below: Figure 15 - Adding NotesMig User to the ACL of the needed NSF files Note: Once set, this may take time to replicate within the Notes Environment before having the ability to modify the Person Documents. Log in as NotesMig User frequently to Domino Administrator to see if the Personal Document can be manually edited prior to attempting the same action within Quest Notes Migrator for Exchange. P a g e 17
18 Results Results of Disable foreign directory synch and Set user visibility : Figure 16 NME results of visibility and foreign directory synch Figure 17 - Results of visibility and foreign directory synch P a g e 18
19 Results of Set forwarding : Figure 18 - NME results Set Mail Forwarding Figure 19 - Results of Set Forwarding P a g e 19
20 As an example, if an attempt is made to set the Allow foreign directory synchronization via the Notes administrative functions option within Quest Notes Migrator for Exchange and the Notes ID file specified does not have sufficient privileges, the following error will be seen in the Quest Notes Migrator for Exchange log file: 15:07:57 ERROR: [ ] Unable to set forwarding and/or disable foreign dirsync for user 'Carl User' 15:07:57 Person document is read-only....and if the same action is attempted via Domino Administrator, it will be noticed that there is no Edit Person button to modify the value which means the person logged into Domino Administrator has insufficient privileges to modify the Person Document: Figure 20 - Results of having and not having sufficient privileges What this means is the user being specified in the Notes Server section of Quest Notes Migrator for Exchange will require certain privileges to make these activities work. P a g e 20
21 Summary Quest Notes Migrator for Exchange manages the activities of Migrating Mail (from Notes mailboxes), sending You ve been migrated messages to Notes mailboxes, setting/removing of forwarding (within the Notes Personal Documents), setting the Allow foreign directory synchronization (within the Notes Personal Documents) and setting user visibility (within the Notes Personal Documents) using basic Domino commands. For these commands to run uninterrupted, privileges need to be given to a migration account such that they can successfully perform these actions as if the actions were being performed using Domino/Lotus Notes native tools. Failing to do so will result in errors which will prevent a successful migration from occurring. This basic example should give guidance in how to achieve a successful migration with minimum rights. For larger, more complex environments, further investigation on part of the end-user will be warranted. If the provided information here does not allow for the said actions to work successfully, Quest Technical Support will request that the recommended permissions/rights/roles given from the current System Requirements be implemented. P a g e 21
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