Welcome to the Binary Tree Webinar…

Migrating to the Cloud:Which Approach is Right for You?

Vadim Gringolts, CTO, Binary Tree June 24, 2010

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Welcome to the Binary Tree Webinar…

Migrating to the Cloud:Which Approach is Right for You?

Vadim Gringolts, CTO, Binary Tree June 24, 2010

Who is Binary Tree?The leading provider of cross-platform migration & coexistence software• Migrated over 4,000 customers and more than

15,000,000 users• Authorized ISV for Microsoft Enterprise Notes Migration

(ENM)• Focused exclusively on successfully completed

migration initiatives

Authorized ISV for Microsoft Enterprise Notes Migration

(ENM) Methodology

A Proven Migration Methodology

A Comprehensive Best Practices Approach to Coexistence & Migration

This is an overview of a best practices methodology for reducing costs, effort, and business disruptions

when transitioning from Lotus Notes and Domino to the Microsoft platform or to Microsoft Online. Prior to migration, carefully PLAN and PREPARE your move from a Lotus platform to the Microsoft platform.

PLAN &PREPARE

ANALYZE : Applications

ANALYZE : EmailAnalyze the Lotus mail and application environment and define a plan that ensures coexistence and a successful migration.

Fully inspect and review your Notes and Domino messaging environment to properly prepare a successful approach to coexistence and migration.

Discover in detail how your Notes applications are used and how they work so that you can effectively estimate and plan the efforts to migrate them.

COEXIST : Email

COEXIST : Applications

Establish robust coexistence between the Lotus and Microsoft environments to enable users of each platform to interoperate.

Enable Notes and Outlook users to interoperate seamlessly by allowing them to exchange email and calendar invites with full transparency, high fidelity, availability, and performance.

Enable Notes/Domino applications that send Notes specific elements, such as custom forms and buttons, to continue to function properly for Outlook/Exchange users.

MIGRATE : Email

MIGRATE : Applications

Migrating mail data and applications is the most critical, phase, the end result being your new Microsoft production system.

Proper planning, detailed testing, and synchronized execution are all critical for the successful migration of Notes messaging users and environments to Outlook and Exchange.

Proper planning, detailed testing, and synchronized execution are all critical for the successful migration of Notes and QuickPlace applications to SharePoint, C#, .NET, and SQL Server.

After the migration, clean up, consolidate, and RETIRE the DOMINO environment.

After the migration, LAUNCH and manage the new MICROSOFT Exchange and SharePoint platform.

LAUNCH& RETIRE

The Most Robust Migration Software Available

CMT Inspector Express

• Pre-sales analysis of messaging and application environment (mailboxes, servers, replicas, application design)

• Free to Microsoft and trained partners

Analyze and Streamline

CMT Inspector Enterprise

• Detailed analysis of the messaging and application environment (design matching, design and data analysis, detailed reporting)

• Help manage user surveys and analysis communications

Tools to analyze, coexist, and migrate Notes messaging and apps to Microsoft Online

Migrate

CMT for SharePoint

• Migrate Lotus Notes applications to Microsoft SharePoint, InfoPath, WebParts

• Migrate content and design

• Preserve site and application security and data fidelity

CMT for Exchange (CMT Universal)

• Migrate messaging and directory information to Exchange

• Comprehensive migration includes attachments, rules and encrypted items

• Centralized migration management tools

Coexist

CMT for Coexistence

• Allows all email enabled applications to function properly without any change!

• Maintains data and calendar workflow fidelity with users across both systems

• Prevents incorrect processing of updates to recurring meetings

• Resolves user names with “friendly names” to reduce confusion and security concerns

• Natively Supports Exchange 2010

What is a “Microsoft Cloud”? BPOS – Business Productivity Office Suite

• BPOS-D: dedicated hosted platform• Intended for large enterprises (20,000 + users)

• Deployed specifically for each customer

• BPOS-S: multi-tenant hosted platform• Intended for small and medium organizations (under

20,000 users)

• Targeted to scale to large enterprise needs

• Deployed automatically for each customer

• Which alternative is right for you?• Cost

• Flexibility

• Talk to your Microsoft Representative or Partner

Binary Tree History with BPOS-D• Contracted by Microsoft for the first migration of a

Domino customer to hosted Exchange: Ingersoll Rand in early 2008

• Performed several other Domino to BPOS-D migrations using on-premises migration approach (Coke CCE, Blockbuster, Pitney Bowes, Manpower, etc)

• Assisted Microsoft in creation of VENOM (Velocity Notes Migration): hosted migration infrastructure.

• Used exclusively by Microsoft for transition of Domino customers into BPOS-D (GSK, McDonald’s, AON, Baxter, Novartis, Royal Mail Group, Chrysler, etc)

• Over 500,000 users migrated from Lotus Domino to BPOS-D

Binary Tree History with BPOS-S

• Approached by Microsoft for creation of migration process from Domino to BPOS-S.

• Created Weekend Express: hosted migration infrastructure for rapid transition from Domino to BPOS-S.

• Adopted Weekend Express to become universal hosted migration infrastructure for rapid and gradual transition from Domino to BPOS-S.

• Recommended exclusively by Microsoft for transition of Domino customers into BPOS-S (Kellwood, Godiva, Harte Hanks, JWT, Richemont, etc).

• Over 25,000 users migrated.

Transition Best Practices: What customers have come to expect from Binary Tree

• High level of functionality (migration and coexistence)

• Performance

• Scalability

• Flexibility

• Management and Operation

What is Workflow?

• The flow or amount of work to and from an office, department, or employee (Dictionary.com)

• The foundation of organizational productivity

• Workflow interruption will adversely impact organizational productivity and doom a migration project to failure

Protect the Workflow of Your Users

CMT for Coexistence AND CMT for Exchange protect the user workflow between Domino and Exchange

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Protect the Workflow of Your UsersPrevent interruptions in collaboration with CMT for Coexistence & CMT for Exchange

• Ensuring Messaging Workflow, including doc & database links

• Ensuring Calendar Workflow even for complex recurring meetings

• Ensuring Application Workflow by enabling Outlook users to see and act on email-enabled Lotus Notes workflow applications

• Ensuring Directory Workflow with directory synchronization

• Ensuring Availability Workflow with calendar free/busy lookups

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

What is Currently Possible with BPOS-SCMT for Coexistence can Help

Coexistence

What Will be Possible with BPOS-SCMT for Coexistence can Help

Coexistence

Understanding the Components of MigrationSupport for Exchange 2010/2007/2003

Migration Workstation

CMT for Exchange Migration Infrastructure

Migration Workstation

Domino 6x/7x/8x

Exchange 2010/2007

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Understanding the Components of MigrationSupport for Exchange 2010/2007/2003

• Migration Workstation: a basic unit of Migration Infrastructure

• Read, Translate, Write• Windows XP, Windows 2003• Support for Windows 7 upcoming• Lotus Notes Client 7.0.3 (recommended) or 8.x• Microsoft Outlook 2007 (recommended) or 2003

• Read Access to Source Domino Environment• Write Access to Target Exchange Environment• Best: Read and Write over High Speed LAN• Alternative 1: Read over WAN, Write over LAN• Alternative 2: Read over LAN, Write over WAN• Alternative 3: Read over WAN, Write over WAN

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Why CMT for Exchange?Consider the differentiators

• Outstanding Data Fidelity• Transparent Mail fidelity (Rich Text, composite HTML, Images &

more)• Excellent calendar fidelity:

• Repeating calendar events with simple and complex patterns (including custom)

• Enhanced transitional calendar workflow• Domino Room, Resource, and On-line Meeting Place

information• Contact and personal group fidelity (attachments and

comments)• Task Migration fidelity (task ownership)

• Excellent Throughput• Effective application performance• High-throughput parallel migration topology• Migration workload distribution to meet enterprise

requirements

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Why CMT for Exchange?Consider the differentiators

• Management, Customization, Extensibility• Global Directory Management (NAB and AD) – Transition of

users and groups• Rooms and Resource Content Migration from Domino

Resource Reservation Databases• Management of the entire migration from a single,

customizable interface• Use of standard and custom pre-migration and post-

migration tasks• Advanced data filtering, and much more• Integration with mobile and archive migration solutions

• Direct Migration from Domino to Exchange 2010• Backward Compatibility for Migrations to Exchange 2007/2003• Flexibility to Migrate to Exchange BPOS-D, BPOS-S, and On-

premises

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

More about Calendar WorkflowIt’s not just part of coexistence

• Transitional Calendar Workflow: Ability to schedule, re-schedule, update, cancel meetings across dissimilar platforms regardless of chairperson and invitee migration status

• Significant Calendar Workflow is accomplished by CMT for Coexistence and CMT for Exchange separately, but even greater Calendar Workflow is achieved when CMT for Coexistence and CMT for Exchange are used together

• Examples:• Notes chair schedules a meeting with some Notes and Exchange

invitees, then chairperson and some invitees migrate to Exchange... …Subsequent re-schedules, updates, and cancellations work

• Exchange chair schedules a meeting with some Notes and Exchange invitees, then some invitees migrate to Exchange... …Subsequent re-schedules, updates, and cancellations work

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Understanding Migration ScalabilityAutomated Workload Distribution (AWD)

CMT for Exchange Migration Infrastructure

Exchange 2010/2007

Migration Workstation

Migration Workstation

Migration

Server

Domino 6x/7x/8x

Migration Farm

Migration Workstation

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Improving Migration Throughputby Bringing Source Data Closer to Migration Farms

CMT for Exchange Migration Infrastructure

Exchange 2010/2007

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Migration Workstation

Migration Workstation

Migration

Server

Domino 6x/7x/8x

Migration Farm

Migration Workstation

Notes Replication

Notes Replication

CMT for Exchange ImplementationHigh-level Process Overview

• Understand Migration Requirements and Expectation

• Architect Migration Infrastructure and Topology• Architect Global Directory Management

(Domino/AD)• Define and Design End-user Communications• Define User Scheduling and Tracking Process• Install CMT for Exchange Components• Execute Migration Pilot• Establish and Enable Production Support• Execute Production Migration

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

What about end-user run migrations?Benefits and shortcomings of a self-service model

• CMT for Exchange supports Server and End-user migration• Every end-user machine becomes a migration workstation

• Good: no need to build migration infrastructure• Bad: inconsistent hardware, network bandwidth, OS, application

software

• Every end-user becomes a migration administrator• Good: no need to allocate resources• Bad: inconsistent expertise, insufficient authority, greater need for

support

• Every end-user schedules own migration• Good: no need for centralized scheduling and coordination• Bad: no centralized reporting, progress monitoring

• Preferred approach – Centralized Server Migration• Local archives can be consolidated on a central File Server or

Domino Server and migrated in a centralized mode

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Domino Infrastructure

Standard On-Premises Migration Approach

Data

• Requires hardware procurement• Requires migration software

procurement• Requires migration software

installation and configuration• Requires migration expertise

Running migration software

Data

(WAN

)

Microsoft OnlineOn-premises

On-premises Migration Farm

(LAN)

Domino Infrastructure

Microsoft Hosted Migration Approach (BPOS-D)

Data

• Does not require hardware procurement• Does not require software procurement• Does not requires migration software

installation and configuration• Does not require migration expertise

Running migration software (Partner-Managed)

Data

(LAN

)

Microsoft OnlineOn-premises

MS Data Center Hosted Migration Farm

(WAN)

Notes

Rep

licat

ion

3rd party Hosted Migration Approach (BPOS-S)

• No hardware to procure• No migration software to procure• No migration software installation

and configuration• No migration expertise requirement

Microsoft Online

Data

(Hig

h Sp

eed

WAN

)

On-premises

3rd Party Hosted Migration Farm

Temporary Domino Servers3rd party Hosted/Secured

Domino Infrastructure

Two Approaches for Migrating to BPOS-S

Domino Servers

Domino Servers Migration Workstationswith Binary Tree Software

Data

Customer’s Premises

Customer’s Premises

The Traditional On-Premises Migration Approach

The Remotely-Hosted Migration Approach

Implement migration hardware and software at the customer’s site and run the migration there

No hardware or software to setup, data is replicated to an authorized data center and then migrated

Notes Replication

Migration

Migration

Migration Workstationswith Binary Tree Software

Migration Data Center(Binary Tree or Authorized Partner)

Migration to BPOS-S Considerations

• On-premises migration approach may appear to give customers a greater sense of control and ownership, but requires a potentially significant investment in migration hardware, software, and personnel

• Remotely hosted migration approach still gives customer some control, but virtually eliminates customer’s investment in migration hardware, software, and personnel

• Both on-premises and hosted migration approaches may be suitable for a gradual migration

• Hosted migration approach is the only way to achieve a rapid migration

On Friday, You’re on Lotus Notes…

…On Monday, You’reon Microsoft Online!

Migration As A ServiceRemotely Hosted Migration by Binary Tree

includingWeekend Express™

Weekend Express™

Remotely Hosted Migration to BPOS-S

Customer’s Email DataOn Domino Servers

The Binary Tree Data CenterCertified to SAS-70 Type II and PCI

Compliance

BPOS-S

Online User Training Online User Training

Client’s Internet Security Measures

plus Weekend Express Firewalls128-bit Encrypted VPN

+ VLAN Security +

Firewalls

10GB Fiber to BPOS + Redundant Routers &

moreStaging/Replication Servers + Migration Control & Processing

WorkstationsLotus Audit

Notes Replication

Migration

Client’s Internet Connection

Online Training Portal

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

The migration includes: Relax and leave the migrating to us…

• No hardware to buy, install or configure

• No software to buy, install or learn• No on-site consultants needed• No expertise on migration needed• Includes Outlook online user training

High level overview of the migration process

Components of Remotely Hosted Migration

• May be complemented by coexistence setup for Messaging, Calendar and Application Workflow protection

• Audit Domino Environment• Using Remotely Installed CMT Inspector Express• Obtain necessary information on Domino Directory and Mail

Servers• Identify any Show Stoppers

• Replicate Domino Mail Files to Binary Tree Data Center• Each Customer has Own and Secure Staging Area• Replication is Performed over Time to Ensure Completion

• On Mutually Agreed Upon Schedule Migrate Mail Data to BPOS

• Each Customer has Own and Secure Migration Infrastructure• User Mailboxes are Provisioned prior to Migration• Migration is Executed by Binary Tree Personnel• On-going Status Provided to Customer

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Details of Weekend Express

• Rapidly Executed Remotely Hosted Migration• Includes a limited set of data (Essential)

• 90 days of email• 1 Year of past calendar entries• All future calendar entries• All contacts• All tasks• On-going Status Provided to Customer

• May be extended by migration of additional data (Supplemental)

• May be complemented by coexistence setup for Application Workflow protection

Pre-Project

Assessment

Detailed Assessme

nt

Coexistence

Messaging

Migration

Application

Migration

Replicating Data to be migrated

Customers Domino EnvironmentSecure Lotus Notes

Replication

• Dedicated Domino servers are created in the Weekend Express datacenter and cross – certified (trust established) with the customer’s environment

• Selective replication is performed to only replicate 90 Days of email, 1 year past calendar entries, all future calendar entries, all contacts, all tasks

• Full replication may be down for supplemental data migration

• Depending on throughput, replication process begins 5 to 10 days prior to the cut over weekend

• This is a one way replication only

• No updates are made to the customer’s mail files or servers

Weekend Express Datacenter

Dedicated Domino Servers for staging data that will be migrated

Remotely Hosted (Weekend Express) Architecture

Logical View (Component Architecture)Client Network- Source of Data- Client initiated Push

Replication- Secure and Client

Controlled- Client Standards

PreservedXpress Replication Servers- 64-bit Platforms- Firewalled/Hardened- Notes Port-Level Encryption

1

2 X Rep Domino Servers

Migration Workstations

Migration Control Center

1Client 1Networ

k

234

Migration Control Center- Windows 2003 Server - Or XP Workstation- Site level Dashboard

/Control- Job Dispatcher

Bandwidth to MSO- 10 GB/S Transport- Redundant Enterprise

Routers- 2 Super PoP Centers- Diversified Links over Multiple

Carriers

3

4

5

E-Mail Cloud- Reduced Management- 24/7/365 Operations- Security & Redundancy- No Hardware Required

Migration Workstations - Windows XP SP2- Poll for jobs from dispatcher- Report results back to

dispatcher

5

6

ESX Servers- On-demand Migration

Workstations- Snapshot Recovery- SAN Attached

740 TB SAN- On-demand disk spindles - Attached to Source Rep

Servers- Attached to ESX

Virtualization

8

VLAN 1

X Rep Domino Servers

Migration Workstations

Migration Control Center

1Client XNetwor

k

2345

VLAN X

Notes ReplicationMigration

6

6

Data Center Credentials

Connectivity:• Multiple Tier 1 Gigabit Ethernet Connections• 10 GB/Sec Fiber Connectivity to Ashburn, VA• Diverse Fiber Conduits for Physical Redundancy• Redundant Cisco Routers and Carrier Class

Juniper Firewalls

Environment:• N+1 Redundant Liebert Environmental Control

Systems• FM-200 Gas Fire Suppression Systems• Raised Flooring controls Air Flow and Steady

Temperatures

We uphold our security measures to rigorous standards. Proximity card entry, camera-recorded server room access, and a perimeter security system all protect our main and data center facilities. These security components ensure only our certified Server Engineers have direct access to the data center and individual servers. This restricted access ensures maximum security when maintaining, upgrading, and troubleshooting servers right in the racks.

Certifications: • SAS-70 Type II Compliance, PCI Compliance

Our data center facility has the following:Physical Security:• Restricted Key card Access to Data center• Video Surveillance Fully Monitors Access

Points• Monitored by 24x7x365 On-site Server

EngineersInternet Security:• 128-bit AES encrypted VPN sessions• Juniper enterprise-class firewalls• VLAN security segments data center into unitsPower:• Parallel Redundant Liebert UPS System• N+1 Redundant Diesel Backup Power

Generation

30,000 Users 2,500 Users21,500 Users19,000 Users

118,000 Users7,000 Users

On Friday, You’re on Lotus Notes…

…On Monday, You’reon Microsoft Online!

…has also lead to Hosted Migrations for BPOS-S

3,700 Users

Binary Tree Experience with Migrations for BPOS-D

40,000 Users 100,000 Users

How about a Transition POC or Pilot?

• Some customers want to “kick the tires”• See Coexistence and Migration technology in action

• Migrate an advanced group of users to BPOS

• Implementing POC• Significant investment in hardware, software, expertise

• Running Migration Pilot• Significant investment in hardware, software, expertise

• AutoPilot from Binary Tree:• A low cost alternative to building POC or Pilot infrastructure

AutoPilot your Transition POCRun a migration and coexistence pilot/POC project from

Notes/Domino to Exchange or BPOS without any special hardware or software!

On-Premises

Lotus Notes/Domino

Customer’s On-Premises Environment

CMT AutoPilotReady to Engage

Binary Tree’s CMT AutoPilot Cloud-Based Migration and Coexistence Environment

Migration Farm

CMT AutoPilotEngaged!

AutoPilot your Transition POCRun a migration and coexistence pilot/POC project from

Notes/Domino to Exchange or BPOS without any special hardware or software!

On-Premises

Lotus Notes/Domino

Binary Tree’s CMT AutoPilot Cloud-Based Migration and Coexistence Environment

Customer’s On-Premises Environment

Migration Farm

Optional: Use customer’s data

• Complete administration experience

• Complete end user experience (Lotus & Outlook)

• Controlled & isolated migration & Coexistence environment

• Active for as long as needed

Questions and Answers

Vadim Gringolts, CTO, Binary Tree April 22, 2010

For More Information, Contact Us

Sales: sales@binarytree.com

• In North AmericaCarl Baumann, Worldwide Director of SalesOffice: +1-215-550-6561 carl.baumann@binarytree.com

• In Europe, Middle East & AfricaKurt van den Eynden, Director of Sales, EuropeOffice: +44 (0) 20 7692 5661kurtv@binarytree.com

Partners: partners@binarytree.com

• For Regional Systems IntegratorsAnita Brooks-Jackson, Microsoft Channel Manager, US SalesOffice: +1-630-466-3895 anita.brooks@binarytree.com

• Global Systems IntegratorsTraci Blowers, Director of Alliances and Business DevelopmentMobile: +1-716-864-7046 traci.blowers@binarytree.com

Thank You for Attending!

Vadim Gringolts, CTO, Binary Tree June 24, 2010

The only option for migration success