2.1. User Guide. Quest Migrator FOR SAMETIME

Transcription

1 Quest Migrator FOR SAMETIME 2.1 User Guide

2 2013 Quest Software, Inc. ALL RIGHTS RESERVED. This guide contains proprietary information 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. If you have any questions regarding your potential use of this material, contact: Quest Software World Headquarters LEGAL Dept 5 Polaris Way Aliso Viejo, CA USA legal@quest.com Refer to our Web site for regional and international office information. TRADEMARKS Quest, Quest Software, the Quest Software logo, and Spotlight are trademarks and registered trademarks of Quest Software, Inc. For a complete list of Quest Software's trademarks, please see All other trademarks and registered trademarks used in this guide are property of their respective owners. Disclaimer The information in this document is provided in connection with Quest products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of Quest products. EXCEPT AS SET FORTH IN QUEST'S TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, QUEST ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL QUEST BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF QUEST HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Quest makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. Quest does not make any commitment to update the information contained in this document. Third Party Contributions Migrator for Sametime 2.1 contains some third party components (listed below). Copies of their licenses may be found on our website at COMPONENT LICENSE OR ACKNOWLEDGEMENT Zlib zlib Quest Migrator for Sametime User Guide Updated - September 2013 Software Version Documentation ID 263

3 CONTENTS CHAPTER 1 INTRODUCING QUEST MIGRATOR FOR SAMETIME ABOUT THIS GUIDE ABOUT MIGRATOR FOR SAMETIME KEY COMPONENTS AND FEATURES CHAPTER 2 MANAGING QUEST MIGRATOR FOR SAMETIME HOW DO I MIGRATE SAMETIME USERS TO OCS/LYNC SERVER?..10 CREATING A MIGRATION PROJECT EDITING A MIGRATION PROJECT OPENING A MIGRATION PROJECT REMOVING A MIGRATION PROJECT DELETING A MIGRATION PROJECT VIEWING YOUR MIGRATION PROJECT MANAGING CUSTOM GROUPS MANAGING TASKS MAPPING SAMETIME USERS TO ACTIVE DIRECTORY MANUALLY MAPPING USERS TO ACTIVE DIRECTORY DELETING USER MAPPING CONFIGURING OCS/LYNC SERVER SETTINGS PERFORMING A PRE-MIGRATION ASSESSMENT/MIGRATION...22 CANCELLING A TASK CLONING A TASK BROWSING TASK RESULTS VIEWING MORE DETAILS ON TASK RESULTS HIDING SUCCESSFUL RESULTS BROWSING TASK RESULT HISTORY VIEWING PROPERTIES iii

4 Quest Migrator for Sametime CHAPTER 3 CONFIGURING GLOBAL SETTINGS MANAGING DEFAULT TASK SETTINGS CONFIGURING THE EXECUTION SCHEDULE MANAGING NOTIFICATION SETTINGS MANAGING WINDOWS CREDENTIAL SETTINGS MANAGING DATABASE SETTINGS CHAPTER 4 USING WEB REPORTS UNDERSTANDING WEB REPORTS TYPES OF REPORTS VIEWING AND INTERACTING WITH REPORTS CREATING AND MODIFYING REPORTS EDITING REPORTS CHANGING GROUPING OPTIONS SETTING SECURITY CONFIGURING THE REPORT SUBSCRIPTION SERVICE IMPORTING AND EXPORTING SUBSCRIPTIONS CHAPTER 5 TROUBLESHOOTING ABOUT PROGRAM LOGGING INSTALLATION ISSUES DATABASE ISSUES MIGRATION ISSUES OPERATING SYSTEM ISSUES WEB REPORTS ISSUES GLOSSARY INDEX ABOUT QUEST SOFTWARE CONTACTING QUEST SOFTWARE CONTACTING QUEST SUPPORT iv

5 1 Introducing Quest Migrator for Sametime About This Guide About Migrator for Sametime

6 Quest Migrator for Sametime About This Guide This document has been prepared to assist you in becoming familiar with the Quest Migrator for Sametime. The User Guide contains the information required to launch and use Migrator for Sametime. It is intended for network administrators, consultants, analysts, and any other IT professionals using the product. About Migrator for Sametime IBM Lotus Sametime is used by Lotus Notes customers who require full collaboration from the Notes messaging platform. Migrator for Sametime is an application designed to move users from a Notes Sametime environment to Microsoft Office Communications Server (OCS) 2007 or OCS 2007 R2, or Microsoft Lync Server 2010 or The following Notes Sametime products are supported: IBM Lotus Domino 6.5, 7.x, 8.0, or IBM Lotus Sametime 6.5, 7.5, 8.0, 8.0.2, or IBM Lotus Notes 6.5, 7.0, 8.0, or Microsoft offers OCS/Lync Server to support unified communication throughout its technology. If you are migrating from Sametime to OCS/Lync Server, you can use Migrator for Sametime to offer a more direct transition where functionality will not be lost when transitioning to a new platform. Migrator for Sametime allows administrators to have complete control over the entire migration, and have up-to-the-minute status on the migration progress. When you migrate a Sametime user to OCS/Lync Server, you can also migrate a user s buddy list. This lets you retain the users contacts. The user and the buddy list will be enabled in OCS/Lync Server, so the user can communicate with their contacts via Microsoft Office Communicator/Lync Client. 6

7 Introducing Quest Migrator for Sametime Key Components and Features Migrator for Sametime contains the following components and features: COMPONENT Management Console Web Reports PowerShell Snap-in DESCRIPTION The Management Console gives the overall picture of your Sametime users and servers. It contains the following features: Discovery process initially discovers and displays the Sametime users in the Management Console. Task process lets you create a migration project, group users, map users, enable users in OCS/Lync Server, and assess/migrate buddy lists from Sametime to OCS/Lync Server. Web Reports provides administrators with a tool to report on usage and trends. Web Reports contain the following features: Custom Reports provide the ability to create your own web reports based on existing datasources. Subscriptions provide the ability to generate specific reports on a regular schedule. Bar graphs and charts provide the ability to display data in bar graphs, and charts. Export functionality provides the ability to export data to such formats as Microsoft Excel, text, XML, Web Reports HTML, or MHTML. PowerShell provides cmdlets that allow you to perform the same functions as in the Management Console. For more information on PowerShell cmdlets, see the Migrator for Sametime PowerShell Administrator Guide. 7

8 Quest Migrator for Sametime To open the Migrator for Sametime Select Start Program Files Quest Software Migrator for Sametime Migrator for Sametime. 8

9 2 Managing Quest Migrator for Sametime How Do I Migrate Sametime Users to OCS/Lync Server? Creating a Migration Project Managing Custom Groups Managing Tasks Mapping Sametime Users to Active Directory Configuring OCS/Lync Server Settings Performing a Pre-Migration Assessment/Migration Browsing Task Results Viewing Properties

10 Quest Migrator for Sametime How Do I Migrate Sametime Users to OCS/Lync Server? Before you begin any migration project, consider: If you are migrating a large number of users (for example, more than 10,000), you should use the full version of SQL, not the Express Edition, and install the database on its own computer. Document the current infrastructure and identify the assets (people, servers, departments) to be migrated to capture the scale and complexity of the current operating environment. Determine the schedule for migration and the order in which the users get migrated. Performing pre-migration assessments to ensure that the process runs smoothly. Decide on which SIP address format to use. For more information, see Configuring OCS/Lync Server Settings on page 19. After you install and configure Migrator for Sametime, you can start migrating Sametime users to OCS/Lync Server in these steps: 1. Create a migration project. See Creating a Migration Project on page Create a custom group. See Managing Custom Groups on page Map Sametime users to match a specified attribute of a Domino user to a specified attribute of the Active Directory user. See Mapping Sametime Users to Active Directory on page Enable the users in OCS/Lync Server. See Configuring OCS/Lync Server Settings on page

11 Managing Quest Migrator for Sametime 5. Perform a pre-migration assessment to check for errors or failures before you do a full migration. See Performing a Pre-Migration Assessment/Migration on page Migrate the users to OCS/Lync Server. See Performing a Pre-Migration Assessment/Migration on page View a status report in Web Reports. For more information, See Understanding Web Reports on page 36. Creating a Migration Project To create a migration project Before you start, you should identify your Domino source credentials, your target Active Directory forest, and your source Domino servers. 1. Start Migrator for Sametime, and from the Actions pane, select New Migration Project. 2. Enter a name for your migration project. 3. Enter the Active Directory forest where OCS/Lync Server is installed, and click Next. 4. Enter or browse for the Lotus Notes ID account with privileges to access the Domino servers. You cannot use more than one Lotus Notes ID account per project. 5. Enter your Lotus Notes password for the specified Notes ID file, and click Next. 6. Click Add to add Domino servers hosting users to be migrated. 7. Specify your Domino servers by doing one of the following: Enter the name of the Domino server and the name of the Notes Storage Format (.NSF) file used by the Lotus Notes database (such as names.nsf). OR Browse to find the local copy of the Domino directory database (for example, C:\Program Files\lotus\notes\data\names.nsf). 8. Click OK. 9. Click Verify Servers. Repeat for each Domino servers with users you want to migrate. To delete a Domino server, click. Click Next. 11

12 Quest Migrator for Sametime 10. Review your project settings and click Finish. Clicking Finish will also verify your Domino server names. You should allow discovery of all your users to complete before proceeding. Editing a Migration Project To edit a migration project 1. From the treeview, select the migration project you want to edit. 2. From the Actions Pane, select Edit Migration Project. 3. Make the changes, and click Finish. The changes will not take place until you force discovery. Opening a Migration Project To open an existing migration project 1. Start Migrator for Sametime, and from the Actions pane, select Open Migration Project. 2. Select an existing project and click OK. The project is loaded in the treeview. Removing a Migration Project When you remove a migration project, you are just removing it from the treeview. The project is not completely deleted. To view a project in the treeview again, open the migration project. To remove a migration project 1. From the treeview, select the migration project you want to remove. 2. From the Actions pane, select Remove Project. 12

13 Managing Quest Migrator for Sametime Deleting a Migration Project When you delete a migration project, the users are completely deleted so you cannot perform any tasks or run Web Reports against them. Deleting a migration project will also delete any test result history and Web Report data that you may have collected against these users. To delete a migration project 1. From the treeview, select a migration project you want to delete. 2. From the Actions pane, select Delete. Viewing your Migration Project Once you have created a migration project, click the name of your project in the treeview to see the following three tabs in the center pane: TAB General Task Results Discovery Status DESCRIPTION Gives a list of your Sametime servers and lets you create custom groups in your project. You can map and migrate users from the server or from users within your custom group. For more information on mapping and migrating users, See Mapping Sametime Users to Active Directory on page 16. and Performing a Pre-Migration Assessment/Migration on page 22. Lists the name of the target on which the task is being performed, type of task, status of the task, and the time the task was last run. Lets you view any errors that occur during discovery. Note: This tab only appears if you click the project name. It does not appear if you select a user. 13

14 Quest Migrator for Sametime Managing Custom Groups Custom groups allow you to create arbitrary groups of users to simplify task management. For example, you can a create a custom group of users once and use that custom group as the target for multiple tasks. If you change the custom group, the tasks will automatically target the new group of selected users. We recommend grouping your users to better manage all tasks. Custom groups will appear under the Custom Groups node in the treeview. Since custom groups are used as task targets, they are shared between all users of the console. Create custom groups by using one of the following methods: Creating Static Custom Groups Creating Dynamic Custom Groups Creating Static Custom Groups A static custom group is a group of arbitrary users. To create a static custom group 1. Right-click the Custom Groups node in the treeview and select Create Static Custom Group. 2. In the New Static Custom Group dialog, double-click the server name to see the list of users associated with that server. 3. Select the users you want part of the custom group. 4. Enter a name for the custom group, and click OK. Creating Dynamic Custom Groups A dynamic custom group is a group of users that meet a set of criteria based on properties of the users. To create a dynamic custom group 1. Right-click the Custom Groups node in the treeview and select Create Dynamic Custom Group. 2. In the New Dynamic Custom Group dialog, enter a name for the group. 3. Click Add to insert criteria for the selected users. 14

15 Managing Quest Migrator for Sametime You can base your search criteria on the following fields: Name Distinguished Name Mail Server Instant Messaging Server Department Location Company Organization OCS/Lync SIP Address Mapped Active Directory User Migration Status (includes Mapping:Not Mapped, Mapping:Success, Mappping:Error, OCS Configuration:Error, OCS Configuration:Success, Assessment:Error, Assessment:Success, Migration:Error, and Migration:Success) Using one of the following conditions: equals does not equal contains does not contain starts with ends with 4. Click OK. Property criteria are cumulative only users that match all of the selected criteria will be part of the group. For example, you can create a custom group for users who may have had errors during mapping or assessment tasks. To do this: 1. Create a dynamic custom group and name the group "Unmapped users". 2. In the Type to Search for box, select Sametime users. 3. Click Add. 4. In the Field box, select Migration Status. 5. In the Condition box, select Contains. 6. In the Value box, enter Not mapped. Editing Custom Groups To edit a custom group Right-click your custom group name under the Custom Groups node in the treeview and select Edit Custom Groups. 15

16 Quest Migrator for Sametime Deleting Custom Groups To delete a custom group Right-click your custom group name under the Custom Groups node in the treeview and select Delete. Managing Tasks You can perform the following tasks using Sametime for Migrator: Mapping Sametime Users to Active Directory Configuring OCS/Lync Server Settings Performing a Pre-Migration Assessment/Migration Cancelling a Task Cloning a Task The time required to complete a task depends on the number of users targeted by the task. Allow more time in your migration plan if you have a large number of users to migrate. Mapping Sametime Users to Active Directory You must map the Sametime users to Active Directory (AD) users before you begin the migration. User mapping will match a specified attribute of a Domino user to a specified attribute of the AD user. Before mapping, ensure the following: To map users you have read/write access to Active Directory the user already exists in Active Directory you have determined the matching attributes in Domino and Active Directory 1. From the treeview, right-click the name of the server or custom group, and select Map Sametime Users to Active Directory. 2. In the Mapping Task wizard, enter a name for the mapping task. If you want to change the server or custom group, click Change to select a new target. 3. Click Next. 16

17 Managing Quest Migrator for Sametime 4. Review the task execution schedule, task credentials, and notification settings in the Task Settings wizard page, and click Next. You normally configure the task to run only once. For information about other options, see Configuring Global Settings on page In the Domain Selection page, select one or more domain(s) to search in your Active Directory forest. Use the Up and Down buttons to set the order in which you want the domains searched. 6. Click Next. 7. In the Mapping page, select to map users either by looking up Domino attributes or by using a Notes Migrator for Exchange database. IF YOU SELECT MAPPING USERS BY Looking up Domino attributes Using a Notes Migrator for Exchange database THEN Select a Domino attribute. The matching Active Directory attribute will automatically populate. Note: The value is only automatically populated for our suggested values. If you want to add another value to this list, then you must manually set the second drop-down. Enter the name of the SQL Server used for Notes Migrator for Exchange. Note: The database used for Notes Migrator for Exchange must accept remote connections, and the account running the mapping task must have at least read access to the database. Migrator for Sametime supports Notes Migrator for Exchange versions 4.0 and 4.4. Notes Migrator for Exchange migrates user accounts, users' , calendars, tasks, and personal address books to the users' new mailboxes on the Exchange/Exchange Online server. If you have previously migrated users to an Exchange organization in your target Active Directory forest, the data collected during the migration can be reused to map users. For more information on Notes Migrator for Exchange, see 8. Click Next. 9. If a mapping already exists, select either to keep the existing mapping and skip the user or overwrite the existing mapping. 10. Click Next. 17

18 Quest Migrator for Sametime 11. Review your mapping summary, and click Finish. The database is populated with a list of Domino User names mapped to Fully Qualified Active Directory names. Editing your Mapping Task To edit your mapping task 1. In the Tasks node in the treeview, right-click the name of your mapping task and select Edit. 2. Make your desired changes, and click Finish. 3. Right-click your Mapping Task and select Run Now. Deleting your Mapping Task To delete your mapping task 1. In the Tasks node in the treeview, right-click the name of your mapping task and select Delete. 2. Click Yes if you are sure you want to delete the task. Manually Mapping Users to Active Directory During the mapping process, a Lotus Notes user may not map correctly to Active Directory. If this occurs, resolve the error, then manually map that user to Active Directory. You can manually map one user at a time only. To manually map users to Active Directory 1. Select the Mapping task to determine which user has an error during the mapping process. 2. Select the domain to view the list of users in the General tab of the center pane. 3. Right-click the user with the error, and select Manually Map User to Active Directory. 4. Click the Browse button next to the Active Directory User box. 5. From the drop-down list, select an Active Directory Domain. 6. Select the custom group or server to see the list of users. 7. Select the Active Directory user and click OK. 8. At the Active Directory User Selection dialog, click OK. 18

19 Managing Quest Migrator for Sametime Deleting User Mapping You can delete user mapping if you do not wish that user to be part of the mapping or migration. To delete user mapping 1. Select the custom group or server to see the list of users. 2. Right-click the user(s) whose mapping you want deleted, and select Delete user mapping. Configuring OCS/Lync Server Settings Once users are mapped, you must configure OCS/Lync Server settings for the users. The OCS/Lync Configuration task allows the user to access OCS/Lync Server, and enables your users into a specific OCS/Lync Server pool. In a mixed OCS/Lync Server environment, you cannot configure a user in an OCS pool if the user is already enabled in a Lync pool. Similarly, you cannot configure a user in a Lync pool if the user is already enabled in an OCS pool. In these cases, use Lync Management Console or Lync Management Shell to move that user to the target pool. You must have read/write access to Active Directory. Before enabling users in OCS/Lync Server, determine the OCS/Lync Server options you want to enable. We recommend grouping the users, and running the OCS/Lync Server configuration task against that custom group. To enable users in OCS/Lync Server 1. Select the set of users to enable. You have three options: a) From the treeview, right-click the Domino server. This selects all users in the server. b) From the treeview, right-click a custom group. This selects only users who belong to the group. c) From the treeview, click the Domino Server. In the General tab, select one user or use Ctrl+click to select several users. Right-click on one of the selected users. 2. Select Configure OCS/Lync Settings for Users. If you selected individual users, you must specify a Custom Group name before proceeding. This group is added to the treeview. 3. Enter a task name and click Next. 19

20 Quest Migrator for Sametime 4. Review the task execution schedule, task credentials, and notification settings in the Task Settings page, and click Next. You normally configure the task to run only once. For information about other options, see Configuring Global Settings on page In the Lync Support Options page, check Use Remote PowerShell to connect to Lync Server if you are migrating users to Microsoft Lync Server. Enter the Lync Server Pool FQDN in the text box in the Lync Global Configuration area. You can click Test to verify the value you entered. 6. In the OCS Options page, select the domain or forest where your OCS/Lync Server is installed. If Active Directory forest contains more than one OCS/Lync Server installation with each OCS/Lync Server having its own pool and SIP address, you must create separate OCS/Lync Configuration tasks for each OCS/Lync Server pool you have installed. 7. Select an OCS/Lync Server pool to contain the migrated users. 8. Select one of the following SIP domains to be used to migrate users: the user s address the User Principal Name (UPN) (or system user name) the format <firstname>.<lastname>@domain name the format <samaccountname>@domain name We recommend determining which SIP domain to use at the beginning of the migration process. If you decide to change the SIP domain after you have migrated, you will have to configure users in OCS/Lync Server again, then migrate all buddy lists again. 9. Click Next. 10. In the User Settings page, check settings and select Enable or Disable for your users. Available settings depend on whether you are migrating to OCS or Lync Server. Available for migration to OCS and Lync Server: Enable Users (Enhanced Presence) - shows the availability of users to communicate and have control over their presence information Available for migration to OCS only: Public IM Connectivity - allows users to communicate with one or more of the public IM service providers Archive internal IM conversations - allows users to archive IM conversations of internal users Enterprise Voice - allows users to communicate with each other through Voice over IP (VoIP) 20

21 Managing Quest Migrator for Sametime Federation - allows users to provide presence information with external users Remote user access - allows users to enable remote access to communicate with other users Archive federated IM conversations - allows users to archive federated IM conversations with external users To log on to OCS/Lync Server, Enable Users (Enhanced Presence) must be selected. 11. Click Next. 12. If a user is already enabled in OCS/Lync Server, you can choose to leave the user s existing sign-in address unchanged, or overwrite it with the SIP address generated using the method specified in the OCS/Lync Options page. 13. Click Next. 14. Review user properties and click Finish. Editing your OCS/Lync Configuration Task To edit your OCS/Lync Server Configuration task 1. In the treeview, right-click the name of your OCS/Lync Configuration task and select Edit. 2. Make your desired changes, and click Finish. 3. Right-click your OCS/Lync Configuration Task and select Run Now. Deleting your OCS/Lync Configuration Task To delete your OCS/Lync Configuration task 1. In the treeview, right-click the name of your OCS/Lync Configuration task and select Delete. 2. Click Yes if you are sure you want to delete this task. 21

22 Quest Migrator for Sametime Performing a Pre-Migration Assessment/Migration The pre-migration assessment checks for existing users and their properties in Notes and Active Directory (AD), and alerts administrators of errors or failures that may have occurred during this assessment. You can re-run the pre-migration assessment multiple times. If errors and failures are found, fix these issues, then select Migrate Users to OCS/Lync to perform the full migration. We recommend performing a pre-migration assessment each time before you perform a full migration. Once you have mapped your Sametime users to AD and enabled them in OCS/Lync Server, you can begin the migration. To perform a pre-migration assessment/migration 1. From the treeview, right-click the name of your Domino server or a custom group, and select Assess/Migrate Sametime Buddy List. 2. Enter a name for the migration task. If you want to change the server or the custom group, click Change to select a new target. 3. Click Next. 4. Review the task execution schedule, task credentials, and notification settings in the task Settings page, and click Next. You normally configure the task to run only once. For information about other options, see Configuring Global Settings on page In the Sametime Server page, enter the name of the Sametime server to include in the assessment/migration. This searches the buddy list for the selected users and identifies any users with potential migration issues. Click Next. 6. In the Lync Support Options page, check Use Remote PowerShell to connect to Lync Server if you are migrating users to Microsoft Lync Server. Enter the Lync Server Pool FQDN in the text box in the Lync Global Configuration area. You can click Test to verify the value you entered. 7. In the Migration/Assessment page, select one of the following migration options: 22

23 Managing Quest Migrator for Sametime Pre-migration assessment - performs an assessment to alert users of issues that may arise that can prevent a proper migration. No changes are made to the Sametime or OCS/Lync Server environment. If you select this option, proceed to the next step. Migrate user contacts to OCS/Lync - migrates users from Sametime to OCS/Lync Server per the task settings. If no migration errors occur, each selected user is migrated to OCS/Lync Server. If you select this option, select one of the following methods to migrate user contacts: Windows Management Instrumentation (WMI) - not available for migrations to Lync Server Performs the migration using Windows Management Instrumentation (WMI) classes. This option must be run as a user in the target forest. Direct database access to the OCS back-end is not required. Migrations may take longer using this method. If you use this method, you must add a registry key to the OCS. To get the registry key, go to Direct Database Connection to the OCS/Lync Database Injects user contacts directly to the OCS/Lync Server Back-End database. This option gives offers the fastest performance for migrating contacts into the database, but requires direct access to the OCS/Lync Server back-end database. Use the Microsoft SQL Surface Area Configuration tool to enable remote connections and the SQL Browser service on the OCS/Lync Server Back-End server. If you are hosting OCS 2007, OCS 2007 R2, or Lync Server on Microsoft Windows Server 2008, then configure the Windows Server 2008 Firewall to allow remote connections. For more information, see Generate xml files for use with the dbimpexp support tool Generates xml files in the directory specified. This option creates files which can be used in conjunction with the Dbimpexp support tool. Choose this method if you want to inject contacts into the database at a later time or if the database is inaccessible (for example, OCS Online). See the OCS documentation on using the Dbimpexp tool. 8. Click Next. 23

24 Quest Migrator for Sametime 9. In the Nested groups page, select to either flatten or merge nested groups. IF YOU HAVE CHOSEN TO Flatten nested groups THEN Nested groups become top-level groups. Because OCS/Lync Server does not allow nested groups, the hierarchy of contact groups will be converted to a flat list of top-level groups in OCS/Lync Server. So if you have a nested group in Sametime, such as the following example: Then, once flattened, OCS/Lync Server would display this list in the following way: The top-level group names will be generated by combining the sub group names, separated by '::'. 24

25 Managing Quest Migrator for Sametime IF YOU HAVE CHOSEN TO Merge Nested Groups THEN All users in the nested group are merged under top-level groups. So if you have a nested group in Sametime, such as the following example: Then, once merged, OCS/Lync Server would display this list in the following way: 10. Click Next. 11. Contact names in Office Communications Server are limited to 60 characters. If you have contact group names that exceed 60 characters, you can select to either not migrate the buddy list (an error is returned), or truncate the contact names and continue with the pre-assessment (a warning is returned). Click Next. If you choose to merge the nested groups, the contact group names can exceed 60 characters. 12. In the External Contacts page, you can either select to migrate all external contacts, specify which contacts to migrate by including or excluding certain domains, or choose not to migrate any external contacts. Click Next. Some external contacts may not be accessible if they are not supported by OCS/Lync Server. 13. In the Contact Options page, specify the maximum number of contacts that will be migrated, then specify what action to take if the contact list exceeds that number. 25

26 Quest Migrator for Sametime OCS limits the size of the contact list to 200. In Lync Server, the limit is 250. However, some Sametime users may have lists that exceed this number. IF YOU SELECT Return an error and do not migrate user contacts Return a warning and migrate the maximum number of contacts THEN If you are performing a pre-migration assessment, an error will be returned. If you are performing a full migration, an error will be returned. No contacts are migrated. If you are performing a pre-migration assessment, a warning will be returned as users are migrated. If you are performing a full migration, the maximum number of contacts specified will be migrated. For example, if you have a contact list of 300 users, and if you have specified to migrate 250 users, only the first 250 users will be migrated. The remaining 50 are not Select the check box if you would like to delete your OCS/Lync Server contacts before migrating your Sametime contacts. By default, all OCS/Lync Server contacts are preserved. 15. Click Next. 16. Click Finish. Once your users have been mapped, enabled in OCS/Lync Server, assessed, and migrated, you can view them by double-clicking the server name in the treeview. The list of users, along with their properties, appears in the General tab. Once migrated, we recommend the following: Maintain both systems and allow them to interoperate while continuing to update and synchronize the new system with changed information from the old system. Monitor that the assets are successfully operating for a period of time in the new environment, and make any additional configuration changes to make that environment permanent. Decommission old assets as required. Depending on the size of the organization, this process can be repeated as many times as required, for each department or group of users determined in the Planning phase.

27 Managing Quest Migrator for Sametime Cancelling a Task Cancelling a task lets you stop a task while in progress. To cancel a task 1. From the Task Results pane, right-click a task name. 2. Click Cancel Task. The Properties pane at the bottom of the Task Results pane shows the task has been cancelled by the user. Cloning a Task A cloned task lets you create a new task based on an existing one, thus eliminating the need to create a new task from the beginning. To clone a task Expand the Tasks node in the Management Console treeview, right-click the task that you want to clone, and select Clone. When you click Clone, the Edit wizard appears with the information in all pages identical to those in the original task, except for the task name (the task names appears as Copy of <name of original task>). You can change the name of the task and make other changes. within the task. When you finish editing the cloned task, then new task will appear in the treeview. Browsing Task Results The Task Results tab lists all the users, task name, and status of the task. If you want more information about a task on a particular user, click a user to view the following details in the Properties pane: Summary of the task which includes: Name of the task. Actual value with action performed, container name and server name. Task start time and completion time. Number of errors, warnings, tasks not completed, or task completed successfully. List of users who have errors, warnings, incomplete task results, and successful task results. Colored icons adjacent to a user name or tasks in the Tasks Results window indicate the following status: 27

28 Quest Migrator for Sametime Green icon: Task has completed successfully Red icon: Error was detected Yellow icon: Warning was detected Grey icon: An unknown error occurred No icon: No tasks are currently running Viewing More Details on Task Results You can click a task to get detailed results, such as number of errors or warnings, start and end time. You can view details about warnings, errors, or incomplete task results on a user in any task. If the task is not successful, the details will give you a summary of the warning or error, possible reasons why the task is not successful, and possible solutions to help remedy the problem. To view more information Select a user, the click the Details button. Hiding Successful Results You can hide the tasks with successful results or hide general information (like start/end time, number of errors/warnings) to focus on the tasks with errors or warnings. To hide successful results 1. From the Test Results tab, select a task to see more details. 2. Select the Hide successful results check box. The selection is applied to all task results in your organization. Browsing Task Result History You can view the results of task created in the last 365 days, by default, or set to view the results from tasks created from as far back as you would like. The task results are then purged from the database after the specified number of days. Task results are purged upon the next task execution after midnight (UTC). If you try to delete task results that have already been purged, but the task is still visible in the Task Results tab, you will receive an error message that the results have been purged. 28

29 Managing Quest Migrator for Sametime To set the task results history 1. From the treeview, select Global Settings Database Settings. 2. In the Task Results History data retention (days) box, enter the number of days. To view the task results history From the Task Results tab, click the Results drop-down arrow to pick a date of which task results you would like to view. You can also use the left and right arrows to pick a date. Viewing Properties Once you have created a migration project, you can view each user s properties. You can use these properties to create dynamic custom groups to simplify task management. You can view the user s properties only one server at a time. For more information on custom groups, see Managing Custom Groups on page 14. Each user will have the following properties: Name Distinguished Name Mail Server Instant Messaging Server Department Location Company Organization OCS/Lync Server SIP Name Mapped AD User Migration Status To view properties From the treeview, click a server whose user s properties you want to view. The General tab shows the list of users and their properties. 29

30 Quest Migrator for Sametime 30

31 3 Configuring Global Settings Managing Default Task Settings Configuring the Execution Schedule Managing Notification Settings Managing Windows Credential Settings Managing Database Settings

32 Quest Migrator for Sametime Managing Default Task Settings The default task settings are the initial settings used when creating a new task. If you want to use the same settings or notification group for all of your tasks, configure these settings first. To save time, configure the global settings before configuring your tasks. To manage default task settings Expand the Global Settings node in the Management Console treeview and select Default Task Settings. You can now configure and make the changes you want to the Execution Schedule, Notification Settings and Alternate Credentials Settings. Configuring the Execution Schedule Use the Execution schedule panel to set up the frequency and the time frames during which you want the tasks to run. The following options are available in the Execution Schedule panel: OPTION Run once Run every (minutes) Use execution window Run every day at DESCRIPTION Select this to run the tasks immediately, and on demand. This option is normally used. Select this to enter the time interval in minutes after which the next task starts. Note: If a task is scheduled to run every ten minutes (for example 12:00), but a task iteration takes 15 minutes, the task will skip the next iteration (that is, 12:10), and the next iteration does not run until the next scheduled time (that is 12:20). Select this check box to only run within a specific time window. You must specify a Start time and End time for the Execution Schedule. Select this to schedule the task to run once daily at this specific time. 32

33 Configuring Global Settings Managing Notification Settings Configure notification settings to alert users of a task failure. You can reuse notification users across groups. To better manage who receives notifications, you can send notifications to groups only, not individual users. The members of the group are based on the users added in the Recipients box of the Notifications dialog. You can specify the following parameters: if you would like the s in HTML or Text format the level of severity on which you want to receive messages. For example, you can be notified on errors only. an arbitrary command line executable to run To save time, configure the global settings before configuring your tasks. To configure notifications Expand the Global Settings node in the Management Console treeview and select Notifications. Managing Windows Credential Settings By default, user credentials are specified when initially installing the Migration services used for task execution. You can override the initial credentials for a specific task by specifying and configuring alternate credentials. You can add, edit, and delete credentials used to run tasks under different credentials than those specified in the Migrator for Sametime Task Management service. The credentials are stored encrypted in the database. To save time, configure the global settings before configuring your tasks. To manage alternate credentials Expand the Global Settings node in the Management Console treeview and select Alternate Credentials. 33

34 Quest Migrator for Sametime Managing Database Settings Database retention controls the length of time analysis task results are kept in the database before being purged. You can set the database settings for weekly or hourly retention rates. The task result data is aggregated into hourly and daily historical data. This data is used for Web Reports. To save time, configure the global settings before configuring your tasks. To configure database settings Expand the Global Settings node in the Management Console treeview and select Database Settings. 34

35 4 Using Web Reports Understanding Web Reports Types of Reports Viewing and Interacting with Reports Creating and Modifying Reports Editing Reports Changing Grouping Options Setting Security Configuring the Report Subscription Service Importing and Exporting Subscriptions

36 Quest Migrator for Sametime Understanding Web Reports Quest Migrator for Sametime has a separate web-based reporting component called Quest Migrator for Sametime Web Reports. Quest Migrator for Sametime Web Reports provides a collection of reports called Preconfigured Reports. Preconfigured Reports allow report consumers to view data across multiple subsections of your organization. You can change relevant report parameters immediately using Quick Filters. The following features are included in Quest Migrator for Sametime reports: A Web Report wizard that lets you quickly and easily configure and generate reports based on any data available in your Quest Web Reports database. It provides report parts that you can add to, and arrange onto individual reports. Predefined role-based security settings. A subscription service that lets you deliver reports through , web sites, file shares, or FTP. Tooltips for hovering over column headings or over graphs items to reveal detailed information. Other tasks you can perform include: Group, insert, append, remove, and sort fields on reports. Quick Filters allow you to change relevant report parameters quickly and easily to better focus your report. Display report data in bar graphs, line graphs, and pie charts. Export reports in Microsoft Excel, text (as comma-separated values or tab-separated values), XML, Word files, HTML, or MHTML. For more information on Web Reports, see the Online Help in the Web Reports component of each Diagnostic Pack. Types of Reports Quest Migrator for Sametime Web Reports hosts two types of reports: Custom Reports and Preconfigured Reports. Custom Reports You can create custom reports using the Web Report Wizard. The Web Report Wizard lets you build your own reports based on existing data sources. You can select fields, filters, format, grouping, and sorting options. Custom reports can be edited, depending on your security clearance within Quest Web Reports. 36

37 Using Web Reports Preconfigured Reports Quest Migrator for Sametime Reports provides a collection of dynamic, preconfigured reports. These reports allow you to view data across multiple subsections of your organization. You can change relevant report parameters immediately using Quick Filters. Quest Migrator for Sametime Reports also provides you with the ability to create Build My Own reports, which allow you to create customized reports based on any data available in your Quest Migrator for Sametime Reports database. Migrator for Sametime contains the following preconfigured web reports: WEB REPORT Migration at a Glance Migration Project Status DESCRIPTION Displays the overall status of your migration once the migration is complete. You can see the following statuses in the report: Total number of users Number of users not started Number of users mapped Number of users enabled in OCS/Lync Number of users assessed Number of users fully migrated Number of users with errors When you click the name of the project in the report table, you are taken to the Migration Project Status report to get more details on your assessment or migration. Displays the overall status of the migration project and all errors for each user. You can see the following statuses in the report: Total number of users Number of users not started Number of users mapped Number of users enabled in OCS/Lync Number of users assessed Number of users fully migrated Number of users with errors The following filters are available for this report: Display Options Migration Project If a user has errors, click the name of the user in the report table to go to the Migration Errors report. You will get more details on the errors associated with that user during migration. 37

38 Quest Migrator for Sametime WEB REPORT Users per Server Buddy List Assessment Migration Errors DESCRIPTION Displays the Domino servers in your environment and the number of users on each server. The following filters are available for this report: Display Options Migration Project Server Displays the users in your organization and their Sametime contacts. This allows administrators to quickly discover which users may have problems when migrating to OCS/Lync Server. You can see the following statuses in the report: Total number of users Number of users with contacts above threshold Number of users with contacts below threshold Number of users not yet assessed Number of users with nested groups The following filters are available for this report: Display Options Number of Contacts Threshold Migration Project Server Displays the Domino users in your environment and all migration errors for each user. The following filters are available for this report: Migration Project Server User Viewing and Interacting with Reports You can perform the following functions: Browsing Reports Using File Menu Commands Configuring Report Parts Viewing Report Information 38

39 Using Web Reports Browsing Reports You can browse reports Using the Command Buttons Using the Treeview Using the File-Based Model Using the Command Buttons The following table describes the command buttons located at the top of the Quest Web Reports home page. Note that different buttons are displayed depending on your location within Web Reports. ICON FUNCTION Returns you to the Quest Web Reports home page. Lets you go up one level in the report structure. Accesses the file menu, which includes the following options: New Custom Report, New Folder, Save, Save As, Save Report Settings, Export, Subscriptions, and Set Filter Defaults. Opens the Web Report Wizard so you can edit a custom report. Available only in the Subscriptions Wizard. Accesses the Subscriptions menu, which includes Export Selected Subscriptions, Import Subscriptions, and Configure Subscriptions. Opens the Printer dialog to allow you to print the report that you are viewing. Shows you a preview of the printed report. 39

40 Quest Migrator for Sametime ICON FUNCTION Closes the preview window. Shows Help for the reporting component or information about the Quest Migrator for Sametime product. Using the Treeview Quest Migrator for Sametime Web Reports uses a treeview as its main navigational tool. The treeview contains folders that expand to reveal subfolders and reports. When you select a folder from the treeview, the contents of the folder are displayed in the right pane in a file-based format. You can also select a report directly from the treeview. Folders indicate a grouping of report information, and may contain subfolders or reports. When you select a report, the contents are displayed in the right pane. Using the File-Based Model Quest Migrator for Sametime Web Reports uses a file-based model to display the available reports. When you select a folder from the treeview, the contents of the folder are displayed in the right pane in a file-based format. The following table describes the interface elements of the file-based format: ELEMENT Folder icon Report icon Name column Last Modified column Author column DESCRIPTION Reveals the subfolders and files contained within the folder. Displays the report in the right pane. Displays the title of the report. The title is also a hyperlink that you can click to display the report in the right pane. Displays the datestamp of the last time the report was modified. Displays the name of the report author. 40

41 Using Web Reports ELEMENT Report Description n reports, n folders (at bottom of page) Edit button DESCRIPTION Displays a description of the report, if applicable. Indicates the number of reports and subfolders in the current folder. Displays the Edit menu. For more information, see Using the Edit Button on page 49. Using File Menu Commands The command items that appear on the File menu are available depending on where you are within Web Reports. If you click File, the menu items shown here are displayed. The options on the File menu are: OPTION New Custom Report New Folder Save Save As DESCRIPTION Opens the Web Report Wizard to let you create the new report. Opens the New Folder dialog. When you name the new folder, the application places the folder as a subfolder of the currently selected folder. If you want to add a folder to the main navigation tree, the Home node should be selected before you create the new folder. Saves the changes, such as new sorting criteria, that you have made to an existing report. Saves the changes you have made to an existing report, but gives you the option to change the name or location of the report. 41

42 Quest Migrator for Sametime OPTION Save Report Settings Send To Export Subscriptions Administrative Options DESCRIPTION Lets you save the current report settings, including filters, and create a shortcut for the selected report. <Host product writers may want to add a relevant example of a filter setting.> Lets you create an message to which you can attach report data in several forms. Lets you export the report content into one of these formats: Microsoft Excel Text (as comma separated values) Text (as tab separated values) XML Word File HTML MHTML Opens the Subscriptions Page. Lets you change Server configuration and manage custom report definitions. Configuring Report Parts Parts are standard report components containing text-based information and graphs that you can include in certain customizable reports. You can select the parts you want to include in a report, and the order in which they appear on the report. To configure Report Parts Select the My Reports node from the treeview, and click Configure Parts. This opens the Configure Parts dialog. 2. Select the report parts you want to add to the report in the Part Library pane and click Add. When you select a report part, the definition of that part appears below the Part Library pane. The parts you add are displayed in the Configured Part pane. You can also re-order the parts in the Configured Parts pane by selecting a part and clicking the Up or Down button. 3. Select a part in the Configured Parts pane and click Configure to configure the settings for each individual part. This opens the Configure Settings for Part dialog. If you select the Show Part Header option, all parts will be separated by a blue header line containing the Part name and description.

43 Using Web Reports 4. Enter the appropriate settings for the part and click OK. 5. Click OK to generate your report. To remove Report Parts 1. Select the My Reports node from the treeview, and click Configure Parts. This opens the Configure Parts dialog. 2. Select the report part you want to remove from the report in the Part Library pane and click Remove. 3. Click OK to generate your report. Viewing Report Information At the lower-right of each report, an Information button lets you view the report options and notes for the selected report. Report Options include default filters and sort keys, as well as any quick filters and sort keys you selected using the Quick Filter options. Notes include descriptions of the fields in the report, as well as any field descriptions that exist in the data source for the report. 43

44 Quest Migrator for Sametime Creating and Modifying Reports You can perform the following functions: Creating Custom Reports Selecting a Data Source Selecting Fields Filtering Custom Reports Grouping Reports Sorting Reports Formatting Reports Describing Reports Previewing Reports Editing Reports Using the Edit Button Using Quick Filters Changing Grouping Options Creating Custom Reports To access the Web Report Wizard Select File New Custom Report. OR Right-click in the treeview and select New Custom Report. You are taken to the Web Report Wizard home page. From this page, you can determine the information that you want to include on your custom report. You do not have to follow the Web Report Wizard steps in order. If you know which screens you need to use, click the appropriate page tab on the left side of the Web Report Wizard to go to the appropriate page. Selecting a Data Source To access the Datasource page of the Web Report Wizard Click Next on the Welcome page of the Web Report Wizard. When you select a data source, the description of the data source is displayed under the Available Data Sources list. 44

45 Using Web Reports Selecting Fields To access the Fields page of the Web Report Wizard Click Next on the Datasource page of the Web Report Wizard. To select fields for your custom report 1. Select the fields you want to include from the Available Fields list. 2. Click the appropriate arrow button to move the fields to the Selected Fields list. 3. Click Next to proceed to the Filter page. OR Select the page you want to use from the list on the left side of the page. OR Click Finish to create the custom report. Filtering Custom Reports To access the Filter page of the Web Report Wizard Click Next on the Fields page of the Web Report Wizard. To select filter criteria for your custom report 1. Select a field from the list. By default, this field is <none>. 2. Select a parameter from the drop-down list under Criteria. Parameters are displayed in the list based on the field that you select. 3. Select an operator from the drop-down list. 4. Click the search icon and select a value from the list, or enter a value. 5. Click Add New Filter to define additional filters. 6. Indicate the appropriate predicate using the list. 7. Repeat steps 1 through 6 as applicable. When evaluating a filter that contains multiple entries, the entries are evaluated in order, through the logical operators. That is, the results of the first entry are logically evaluated with the second entry. The results are then logically evaluated with the third entry, and so on. The order of the entries must be correct to achieve the desired result. 45

46 Quest Migrator for Sametime To remove filter criteria from your custom report 1. Select the check box beside the filter you want to remove. 2. Click Remove Filters. Grouping Reports To access the Group page of the Web Report Wizard Click Next on the Filter page of the Web Report Wizard. To select grouping options for your custom report 1. Select the fields you want to use for grouping from the Available Fields list. 2. Click the appropriate direction button to move the fields to the Grouped Fields list. Sorting Reports To access the Sort page of the Web Report Wizard Click Next on the Group page of the Web Report Wizard. To sort your custom report 1. Select the field you want to use as your sort key from the list. 2. Select the sort order from the list. 3. Click Add New Sort Key to define additional sort keys. 4. Repeat steps 1 through 3 as applicable. To remove sorting from your custom report 1. Select the check box beside the sort key you want to remove. 2. Click Remove Sort Keys. Formatting Reports To access the Format page of the Web Report Wizard Click Next on the Sort page of the Web Report Wizard. To format your custom report 1. Select the appropriate Display Format. 2. Enter the number or percentage of top records you want to include in the report in the Show Top Records box. 46

47 Using Web Reports For example, if you specify a number, you will get exactly that number of records. If you specify a percentage, you will get that percentage of the total number of records. The default is 100 percent. 3. Click Advanced Summary Calculations to include summary information on your report. For more information about Advanced Summary Calculations, see Using Advanced Summary Calculations. 4. Select Paginated to paginate the report. Paginated reports display faster than non-paginated reports. 5. Select the Date/Time Display. 6. Select the Show quick filter bar if you want to display quick filters at the bottom of the custom report. Using Advanced Summary Calculations The Advanced Summary Calculations option lets you select appropriate summaries for your report. Quest Web Reports only lets you select summary calculations that are appropriate to the field type that you select. For example, you cannot select Total for a date field type, nor can you select Average for an alpha-numeric field type. To set Advanced Summary Calculations 1. Click Advanced Summary Calculations on the Format page of the Web Reports Wizard. 2. Select the appropriate summary calculation check boxes. Select the appropriate summary calculation options for your report by clicking the check box on the graph. Quest Migrator for Sametime Web Reports only lets you select summary calculations that pertain to the field type that you select. 3. Click OK. To view a detailed report, select the Show detail records check box. Otherwise, the result is a summary report. 47

48 Quest Migrator for Sametime Describing Reports To access the Description page of the Web Report Wizard Click Next on the Format page of the Web Report Wizard. To enter a description for your custom report Enter a description in the box. Previewing Reports To access the Preview page of the Web Report Wizard Click Next on the Description page of the Web Report Wizard. You can preview the way your report looks at any time during the creation of the report. Preview information changes depending on the criteria and formatting you select for your report. Editing Reports You can edit reports in the following ways: Using the quick filter bar at the bottom of the report Using the Edit menu Using the Edit button Using the column headers on the reports The following table describes the extent of editing for each type: TYPE Quick Filter Bar Edit Menu Edit Button Column Header DESCRIPTION Lets you change filter options and regenerate the report. For more information, see Using Quick Filters. Opens the Web Report Wizard to allow you to customize or modify an existing report. Lets you copy the report to a different destination folder, move the report to a different location, rename or delete the report, or edit the report description. See Using the Edit Button. Lets you add or remove fields in the report, and change group and sort options. For more information, see Changing Grouping Options. 48

49 Using Web Reports Using the Edit Button There is an Edit button at the right side of each folder and report in the file-based model. The commands available on the Edit button differ depending on whether the Edit button is accessed from a folder or a report. For folders, the following commands are available: COMMAND Copy To Move To Rename Delete Edit Description DESCRIPTION Opens a dialog for you to define the destination of the copied folder. Opens a dialog for you to define the destination of the moved folder. After the report is moved to the new location, the original is deleted. Opens a dialog for you to rename the selected folder. Prompts you to verify that you want to delete the folder. Opens a dialog for you to edit the description of the folder. For reports, the following commands are available: COMMAND Copy To Move To Rename Delete Modify Report DESCRIPTION Opens a dialog for you to define the destination of the copied report. Opens a dialog for you to define the destination of the moved report. After the report is moved to the new location, the original is deleted. Opens a dialog for you to rename the selected report. Prompts you to verify that you want to delete the report. Opens the Web Report Wizard to allow you to make any changes to the selected report, and save your custom report. 49

50 Quest Migrator for Sametime Using Quick Filters Each report may have a Quick Filter bar at the bottom of the page. This bar does not scroll with the report; it remains at the bottom of the displayed web page. To use Quick Filters 1. Select a field from the list. 2. Select a parameter from the following list: PARAMETER AVAILABLE IN DESCRIPTION = All The field value equals the criteria value. <> All The field value is not equal to the criteria value. > All The field value is greater than the criteria value. < All The field value is less than the criteria value. <= All The field value is less than or equal to the criteria value. >= All The field value is greater than or equal to the criteria value. like All The field value is like the criteria value. is NULL All There is no value for the criteria field. is not NULL All There is any value except NULL for the criteria value. between All The field value falls between the two criteria that you define. 50

51 Using Web Reports PARAMETER AVAILABLE IN DESCRIPTION is in All The field value is in the criteria that you define. Note: When using the is in operator, you can multi-select in the Select a Value dialog by holding down the CTRL key and clicking the items you want. The selected items will appear in the edit box as a list separated by semi-colons. not in All The field value is not in the criteria that you define. last Date, DateTime This operator lets you select a time interval in the form nn uu, where nn is a number and uu is a unit of time. (For example, Last 5 Weeks, Last 3 days, and so on). The time interval is based on the current time. most recent Date, DateTime This operator queries the database for the most recent entry for the specified field and then uses that value to find all records with a matching value. The value depends on the content of the database and is independent of the current time. "Most recent" could potentially mean a time long past, and will remain unchanged until the database is changed. today Date, DateTime Today = from 12:00 AM to the current time. yesterday Date, DateTime Yesterday = from 12:00 AM to 11:59 PM yesterday. this week Date, DateTime Start = Sunday of current week, End = today. last week Date, DateTime Start = Sunday of previous week, End = Saturday of previous week. this month Date, DateTime Start = 1st day of current month, End = today. last month Date, DateTime Start = 1st day of previous month, End = last day of previous month. 51

52 Quest Migrator for Sametime PARAMETER AVAILABLE IN DESCRIPTION this quarter Date, DateTime Start = 1st day of current quarter, End = today. last quarter Date, DateTime Start = 1st of previous quarter, End = last day of previous quarter. Note: Quarters start January 1, April 1, July 1, and October 1. this year Date, DateTime This operator selects records with dates from January 1 of the current year to the current date. last year Date, DateTime This operator selects records with dates from January 1 to December 31 of the last year. weekdays Date, DateTime Filters weekdays only, Monday-Friday. weekends Date, DateTime Filters Saturday and Sunday. contains Description The field value contains the specified criteria. does not contain Description The field value does not contain the specified criteria. starts with Description The field value starts with the specified criteria. ends with Description The field value ends with the specified criteria. does not start with Description The field value does not start with the specified criteria. does not end with Description The field value does not end with the specified criteria. When using the DateTime filters, time is based on UTC, not local time. 3. Define the filter criteria; or define both criteria if you have selected Between as your report parameter. 4. Click. 52

53 Using Web Reports Changing Grouping Options After the report is generated, you can change the grouping options for the report. Each column header provides the facility to change grouping options. To display the grouping options, click the column header. The options that are displayed depend on the current settings. Initially, the same options are displayed regardless of which column header you select. After you change the grouping options, the list changes to reflect your current settings. The following table describes all the grouping options: OPTION Group By Ungroup Insert Field Append Field Remove Field Sort Ascending Sort Descending Remove Sorting DESCRIPTION Groups the report by the selected field. Removes the grouping of the report by the selected field. Adds a new field to the left of the selected field. When you select this option, a scrolling list appears for you to select the new field. Adds a new field to the right of the selected field. When you select this option, a scrolling list appears for you to select the new field. Removes the selected field from the report. Sorts the field in ascending order. Sorts the fields in descending order. Removes the sorting that you have indicated from the report. Grouping changes you make to the sorting options for column headers are automatically reflected in the Report Information dialog. 53

54 Quest Migrator for Sametime Setting Security Quest Web Reports includes a flexible solution for report security which lets you assign certain permissions to users, and enable different views of the reporting tree depending on user needs and security requirements. Quest Web Reports supports two types of security: Role-based Security which is inherent in Web Reports. File-System Based Security which requires NTFS manipulation of your network. Role-based Security Role-based security provides an initial layer of security for your reports. Three local security groups, each with preconfigured permissions, are created when Quest Web Reports is installed. Quest Migrator for Sametime Web Reports provides the following three local security groups in a role-based security scheme: Web Report Administrators Web Report Authors Web Report Users The effect of role-based security is uniform for all reports. All three security groups have access to the report site, and all reports therein; however, the roles (Administrator, Author, User) provide different permissions that can restrict the ways reports can be manipulated. The default membership to these security groups places administrators in the Web Report Administrator role, and all others in both the Web Report Authors and Web Report Users roles. To customize the memberships for your implementation, you can add or remove users from the default groups. Administrators can specify which users belong to which roles by modifying their membership in these local security groups. The role-based security scheme is easier to manage than the file-system permissions security scheme, as the changes to these security groups immediately affect all reports. This table shows the actions associated with each role: ACTION USER AUTHOR ADMIN Accessing the site Exporting reports Saving report settings in My Reports folder Saving report settings in any folder Creating Custom Reports 54

55 Using Web Reports ACTION USER AUTHOR ADMIN Saving Custom Reports in My Reports folder Saving Custom Reports in any folder Creating new folders in My Reports folder Creating new folders in any folder Copy folders or report within My Reports folder Copy folders or reports to and within My Reports folder Copy folders or reports to and within any folder Move folders or reports with My Reports folder Move folders or reports from any folder to My Reports folder Move folder to and within any folder Rename folders or reports in My Reports folder Rename folders or report in any folder Delete folders or reports in My Reports folder Delete folders or reports in any folder Edit folder descriptions in My Reports folder Edit folder descriptions in any folder Enable subscriptions for reports in My Reports folder Enable subscriptions for reports in any folder Set Filter Defaults File-System Based Security In addition to the Web Report security roles, you can enable an additional level of security using a file permissions-based scheme. At a minimum, the role-based security scheme allows all roles to view all reports. Alternately, a permission-based scheme can restrict the reports to be available to some users. Explicit permissions are applied on a per-group or per-user basis, and assigned to individual files, folders, and reports. You can configure the settings so that different groups, such as executive management, the help desk, and Exchange administrators can see different report nodes and reports. System administrators can create more sophisticated security schemes by modifying the file permissions for reports and folders in the file system on the web server. Report files and folders normally reside in c:\inetpub\wwwroot\migratorforsametime\reports. By restricting the reports that are available to all users, you can protect sensitive analytical data from users that do not require that information. 55

56 Quest Migrator for Sametime Users connecting through a web browser can only see report files and folders for which they have read access permissions, and folders for which they have list permissions in the file system. Security Scenarios Permission-based security provides more detailed control than role-based security, but it requires some action on an administrator s part. Quest Migrator for Sametime does not provide the functionality to manipulate the permissions on files and folders. Use native Microsoft tools to create the appropriate Windows NT File System (NTFS) security changes. Refer to Microsoft Windows native tools procedures for detailed information about implementing NTFS security scenarios. For information about determining an appropriate security scheme for your implementation, contact Quest Support. The following table provides some security implementations that you may want to consider: IMPLEMENTATION Restricting access to out-of-the-box report folders Restricting access to newly-created report folders Restricting access to individual out-of-the-box reports DETAILS Using native Microsoft Windows tools, remove the Web Reports Administrators, Authors, and Users roles from the folder you want to restrict. Create new security groups and add the appropriate members to those groups. Add your newly-created security groups and their access rights to the report folder you want to restrict. Using native Microsoft Windows tools, remove the Web Reports Administrators, Authors, and Users roles from the folder you want to restrict. Create new security groups and add the appropriate members to those groups. Add your newly-created security groups and their access rights to the report folder you want to restrict. Using native Microsoft Windows tools, remove the Web Reports Administrators, Authors, and Users roles from the report you want to restrict. Create new security groups and add the appropriate members to those groups. Add your newly-created security groups and their access rights to the report you want to restrict. 56

57 Using Web Reports IMPLEMENTATION Restricting access to individual Custom Reports DETAILS Using native Microsoft Windows tools, remove the Web Reports Administrators, Authors, and Users roles from the report you want to restrict. Create new security groups and add the appropriate members to those groups. Add your newly-created security groups and their access rights to the report you want to restrict. Configuring the Report Subscription Service The Quest Migrator for Sametime Web Reports subscription service generates specific reports on a regular schedule. You can use the Subscription Wizard to set up and schedule the report subscription service. To access the Subscriptions page In the folder view, select File Subscriptions. This opens the Subscriptions page. From this page you can Click Add to access the Subscription Wizard. Click Modify to modify an existing subscription. Click Remove to delete a subscription from your subscription list. Click Run Now to run a subscription earlier than its scheduled time. Click Refresh to refresh the list of displayed subscriptions. The Show subscriptions for all users check box is available only to administrators. To access the Configuration dialog using the Subscriptions Configure Subscriptions menu item, you must have administrator privileges and be the administrator of the computer where Web Reports is installed. The Subscription Wizard Welcome Page To access the Subscription Wizard 1. On the Subscriptions page, click Add. This opens the Subscription Wizard Welcome page. From this page, you can configure the report subscription service. 2. Click Next to access the Schedule page. 57

58 Quest Migrator for Sametime Scheduling the Subscription Service You can schedule the interval, start date, and exact time you want the subscription to run. Subscriptions can be run on the following intervals: Now, Once Only, Daily, Weekly, Monthly, and Quarterly. If you select Daily, you have the option to specify whether you want the subscription to run every day, weekdays, or every specified number of days. If you select Weekly, you can specify the days of the week you want the subscription to run, and the number of weeks apart. If you select Monthly, you can specify which months, and which date during the month. To schedule the subscription 1. Select the interval. 2. Enter the time of day you want the subscription to run in the Start Time box. 3. Enter the date you want the subscription to start in the Start Date box and click Next. Sending the Subscription You can specify the method for sending the subscription on the Action page of the Subscription Wizard. Reports can be sent by , or copied to a file location, an FTP site, or a web site. To send a subscription by 1. Select in the Send to box. 2. Select the format in the Format box. You can specify Inline HTML, HTTP Link, MHTML Attachment, Excel Attachment, Word Attachment, CSV Attachment, CSV Inline, TSV Attachment, TSV Inline, or XML Attachment. 3. Enter the recipient's address in the To: line. You may also specify other recipients in the CC: and BCC: lines. 4. Enter a subject for the Subject line and click Next. When sending a subscription by , the SMTP From address cannot contain spaces. To send a subscription to a file location 1. Select File Location in the Send to box. 2. Select the format in the Format box. You can specify HTML, MHTML, Excel, Word, CSV, TSV, or XML. 58

59 Using Web Reports 3. Enter the UNC File Path for the file location. You may also choose to overwrite old copies of reports or include the date and time in the filename of generated reports. 4. Click Next. To send a subscription to an FTP site 1. Select FTP Site in the Send to box. 2. Specify the format in the Format box. You can specify HTML, MHTML, Excel, Word, CSV, TSV, or XML. 3. Enter the name of the FTP server, user name, password, and directory. The default FTP user name is "anonymous." You must re-enter the password to confirm it. You may also choose to overwrite old copies of reports or include the date and time in the filename of generated reports. 4. Click Next. FTP passwords are neither stored nor transmitted securely. Valuable passwords should not be used for this purpose. To send a subscription to a web site 1. Select Web Site in the Send to box. 2. Specify the format in the Format box. You can specify HTML, MHTML, Excel, Word, CSV, TSV, or XML. 3. Enter the URL for the web site. You may also choose to overwrite old copies of reports or include the date and time in the filename of generated reports. 4. Click Next. In order to send subscriptions to file locations, FTP, and web sites, you must have write privileges for these directories/virtual directories. This setting has to be set manually, as write privileges are not granted by default. Selecting Reports for the Subscription You can select specific reports from the list of available reports to include in the subscription. To select reports to be included in the subscription 1. Click Add to view the list of reports. 59

60 Quest Migrator for Sametime 2. Select a report from the list of reports and click Next. If the report has filters applied to it, you will be taken to the Filter page of the Web Report Wizard so you can modify the filter settings. 3. Click Finish, then click Next. Selecting a User Account The reports in your subscription are generated under a specific user account. To select a user account for the subscription Enter the user name, password, and domain for the user account you want to use and click Next. Displaying Subscriptions You can specify a display name for the subscription. To give the subscription a display name Enter a display name for the subscription in the Display Name box and click Finish. This name is displayed in your list of current subscriptions. Importing and Exporting Subscriptions You can import or export existing subscriptions. You must have administrative rights on the IIS server to import a subscription. To import a subscription 1. Select File Subscriptions. This opens the Subscriptions page. 2. Select Subscriptions Import Subscriptions. 3. Enter the file name of the subscription you want to import. OR Browse to the file you want to import. 4. Enter a user name and password to use when generating the subscription. 5. Enter the domain name for that user name and click OK. 60

61 Using Web Reports Once you have configured a subscription, you can export it to a file. To export a subscription 1. Select File Subscriptions. This opens the Subscriptions page. 2. Select Subscriptions Export Selected Subscriptions. You will be prompted to save the file. 3. Click Save. This opens the Save As dialog. Enter a name for the subscription and browse to where you want to save the file, or accept the default. Click Save. 61

62 Quest Migrator for Sametime 62

63 5 Troubleshooting About Program Logging Installation Issues Database Issues Migration Issues Operating System Issues Web Reports Issues

64 Quest Migrator for Sametime About Program Logging Quest Migrator for Sametime documents its program activities and outcomes in log files, which you may review to fine-tune program performance options and diagnose and resolve possible issues. The logs are captured in several separate log files, each recording data for a different type or phase of program activities. Migrator for Sametime also provides a batch file that collects the multiple log files into a single centralized logfiles.cab file, which resides in:...\migrator for Sametime\ManagementConsole\Binaries\Utilities\logfiles.cab To collect the MFS log files into the logfiles.cab file: Run collectlogfiles.bat (in the same Utilities folder cited above). The log level (volume of detail logged) is configurable for each of the several component log files. The default log level for all logs is Warning, but for much more detail you can change the log level to Verbose. The log levels are set and can be changed by parameters in configuration files (in the MFS installation folder), as noted below: In Mmc.exe.config: Log Level Parameter and Default: SpotlightOnMessageSwitch=Warning In SametimeToOCS.DiagnosticServices.DiscoveryProviderHost.exe.config: Log Level Parameter and Default: SpotlightOnMessageSwitch=Warning In SpotlightDiagnosticTest.exe.config: Log Level Parameter and Default: SpotlightOnMessageSwitch=Warning In SametimeToOCS.PowerShell.PowerShellSnapin.dll.config: Log Level Parameter and Default: TraceSourceLevel=7 Note that the log level parameter value here is numeric: 1: All 0: None 1: Critical 3: System.Diagnostics.TraceEventType.Critical and System.Diagnostics.TraceEventType.Error 7: Warning (default) 15: Information 31: Verbose 64

65 Troubleshooting Installation Issues What should I do if I am missing certain prerequisites? Mandatory prerequisites must be installed before Migrator for Sametime can be installed. Either exit from the installer and install the prerequisites, or deselect the component for which the prerequisite is required. Optional prerequisites are only necessary for certain functionality to work. An error message will be displayed whenever you encounter functionality that is disabled because a prerequisite is not installed. Why do my prerequisites check for.net 3.5 fail even though I have.net 3.5 installed? Ensure that you have.net 3.5 installed. You can download Service Pack 1 from Microsoft, or you can use Windows Update to ensure your computer is up-to-date. I have double-checked that all my prerequisites are correctly installed, but the installer still does not detect them. What do I do? You can choose to bypass the prerequisite check by running the installer with the IGNOREPREREQUISITES=1 command line argument. Database Issues What should I do if my database fails during a task? If your database fails while you are performing any task, close the Management Console, restart your Migration services, and rerun the tasks. I am trying to use SQL Server 2005 or 2008 Express, but I get an error message that it cannot connect to the database. Why? If you are using SQL Server 2005 or 2008 Express, you must enter the database instance name along with the server name. For example DATABASE_SERVER_NAME\SQLEXPRESS. I am trying to use SQL Server 2005 or 2008 Express which is installed on a remote machine, but I get an error message that it cannot connect to the database. Why? By default, remote connections are disabled for SQL 2005 or 2008 Express. To enable remote connection, use the SQL Server Configuration Manager to enable TCP/IP for the database instance. 65

66 Quest Migrator for Sametime I need to move my database. What do I do? 1. Stop the Migration Services. 2. Move the database to the new location. 3. From the Registry Editor, go to HKEY_LOCAL_MACHINE SOFTWARE Quest Software Spotlight Management Framework Migration Services. 4. Double-click DatabaseConnectionString. 5. In the Edit String dialog, enter the new location of your database in the Data Source field. 6. Click OK. 7. Locate and open the Web Reports.udl file. The file is located where you have Web Reports installed. Once open, the Data Link Properties dialog opens. 8. Select or enter the new location of your database, and click OK. 9. Restart the Migration Services. Migration Issues I am migrating users to OCS and receiving an error that it could not connect to the RTC database. What should I do? Use the Microsoft SQL Surface Area Configuration tool to enable remote connections and the SQL Browser service. If you are hosting OCS 2007, OCS 2007 R2, or Lync Server on Microsoft Windows Server 2008, then configure the Windows Server 2008 Firewall to allow remote connections. For more information, see I am migrating buddy lists using WMI and receive errors. What should I do? Ensure that your Office Communications Server services are running properly. Also, you may need to add the DisableBSTRValidation registry entry added on the OCS Front end server as well as the local computer as detailed in the following KB article: I don t have any OCS/OCS R2 pools in my environment, but when I try to migrate users to the Lync environment, I get the following error: Failed to enable Lync user using Lync Management Shell. One or more errors occurred while running PowerShell cmdlet Set-CsUser: Cannot modify a legacy user using the cmdlet. 66

67 Troubleshooting Ensure that the user is not enabled in a legacy OCS pool. If the user is enabled in the legacy pool, use Lync Management Shell or Lync Control Panel to move the user to a Lync pool. This can happen if Quest Migrator for Sametime version 1.x has been used to migrate users in a Lync Server environment. This version of Quest Migrator for Sametime did not support Lync Server. To resolve this problem, open Lync Management Console, locate the user, and execute the "Remove from Lync" action, or run the Disable-CsUser cmdlet for the user in Lync Management Shell. This will enable you to configure and migrate the user to Lync Server, using Quest Migrator for Sametime version 2.0. Why does my migration fail when I use the PowerGUI? The problem may be with case sensitivity (e.g., the Domino server property is case sensitive). Mismatched server names can cause migration failure. Operating System Issues What if I am using Windows Vista or Windows 2008 and my tasks are still not running properly? If you have Migrator for Sametime installed Windows Vista or Windows 2008 computers, you must turn off the User Account Control (UAC). Tasks will not run properly if the UAC is still on. Web Reports Issues Microsoft ASP.NET Configuration Issues Migrator for Sametime Web Reports require that Microsoft.Net Framework 3.5 be installed on the server on which the web-based reports are hosted. If you have problems accessing Migrator for Sametime Web Reports, you can check the following settings that affect ASP Active Server Page (ASP) configuration. To check if Active Server Pages are enabled (Windows Server 2003) 1. Open the IIS Manager snap-in and select Web Service Extensions. 2. Verify that the Active Server Pages setting is set to Allowed. 3. Restart the IIS service. 4. Check if you can access the Migrator for Sametime Web Reports. For Windows Server 2008, IIS 7.0 is required. Also the Web Server (IIS) role must be installed and certain role services must be enabled. 67

68 Quest Migrator for Sametime IIS Role Services on Windows Server 2008 To install Migrator for Sametime Reports on Windows Server 2008, you must install IIS (Internet Information Services) 7.0. The Web Server (IIS) role must be installed on Windows Server 2008 and the following IIS role services must be enabled. IIS WEB SERVER (IIS) ROLE SERVICES Common HTTP Features Application Development Security SERVICES THAT MUST BE ENABLED Static Content Default Document ASP.NET ASP Server Side Includes Windows Authentication You can install the Web Services (IIS) role using the Add Roles Wizard. To modify an existing Web Server (IIS) role, you can access the Server Manager and select Server Roles Web Server (IIS) Role Services. Installing IIS After Service Pack Can Break ASP If you install Internet Information Services (IIS) after a Windows Server 2003 Service Pack has been installed, IIS may fail to serve Active Service Pages (ASP). For example, you might see one of the following error messages: Service Unavailable HTTP error Page cannot be displayed This problem is caused by there being a mix of IIS files installed, both Windows Server 2003 release files and Windows Server 2003 Service Pack files (either SP1 or SP2). To identify the problem, check the version number properties for the Asp.dll file. If the version is , the file is the release version but should be the service pack version. The solution for this issue is to reinstall the Windows Server 2003 Service Pack. Similar issues can arise with Windows 2000 Server and Windows XP. In both cases, the solution is to reinstall the service pack after IIS has been installed. 68

69 Troubleshooting Repairing IIS Mappings for ASP.NET In some Microsoft environments, you can encounter a configuration issue with Microsoft.NET which results in Migrator for Sametime being unable to report information. The error indicates that Microsoft.NET Framework version 3.5 must be installed on the IIS server that hosts Migrator for Sametime Web Reports, and that Microsoft ASP.NET must be enabled on the virtual directory that contains Migrator for Sametime Web Reports. If you are sure that the Microsoft.NET Framework version 3.5 is installed and that ASP.NET is enabled, you may need to repair the IIS mappings for ASP.NET. The following procedure is based on the Microsoft Knowledge Base article Use the following procedure to configure Microsoft ASP.NET. To repair configuration mappings for ASP.NET 1. Run the Aspnet_regiis.exe utility: a) Click Start and select Run. b) Type cmd and click OK. c) Navigate to the.net Framework directory. (%windir%\microsoft.net\framework\version\) In this path, the version represents the.net Framework directory version that is installed on the server. Replace the version placeholder in the example with the actual version number. For example, at the command prompt, type the following: CD /D "%windir%\microsoft.net\framework\v " d) Type the following command: aspnet_regiis.exe -i e) Click OK. 2. Restart the IIS Service: a) Click Start and select Run. b) Type iisreset and click OK. If Repairing the IIS Mappings for ASP.NET Fails If you follow the procedure to repair the IIS mappings and you still see the error, the cause might be that the Network Service is not granted the correct permission to write to the IIS metabase. 69

70 Quest Migrator for Sametime To grant permissions to the Network Service to write to the IIS metabase 1. Click Start and select Run. 2. In the Open text box, type cmd and click OK. 3. Navigate to the.net Framework directory. (%windir%\microsoft.net\framework\version\) In this path, the version represents the.net Framework directory version that is installed on the server. Replace the placeholder in the example with an actual version number. For example, at the command prompt, type the following: CD /D "%windir%\microsoft.net\framework\v " 4. Type the following command: aspnet_regiis.exe -ga "nt authority\network service" The "-ga" option grants the specified user or group access to the IIS metabase and other directories that are used by ASP.NET. Running Reports on 64-Bit Operating Systems on Windows Server 2003 Migrator for Sametime Web Reports can be installed on 64-bit operating systems, but IIS must be reconfigured to allow Migrator for Sametime Web Reports to operate correctly. On 64-bit operating systems, you must reconfigure IIS to run in 32-bit mode. For instructions on how to configure IIS to run either the 32-bit version of ASP.NET 3.5, see the Microsoft Knowledgebase Article ( This procedure can cause application compatibility issues with other web applications installed on the same IIS Web Server so it is recommended that Migrator for Sametime Web Reports be run only on servers without other web applications. Reconfiguring IIS to run in 32-bit mode can cause compatibility issues with other web applications that are installed on the same server. Particularly, reconfiguring IIS to run in 32-bit mode can cause compatibility issues with SQL Server 2005 Web Services. Quest does not recommend installing Migrator for Sametime web reports on 64-bit operating systems. 70