Introduction to Hosted Migrations and Weekend Express Services

It is now 2011 and, in only one year, Binary Tree hassuccessfully migrated 15 companies and approximately 50,000 seats globally to BPOS Standard. That’s over 25 Terabytes of migrated content …and we are just getting started. In 2011, we’ll be expanding our services and adding new capabilities. Also, we’re well into perfecting our migration processes for Microsoft Office 365 Cloud Services. As Microsoft's preferred vendor for migration solutions, we’re closely integrated and can provide our customers unparalleled services and options.

What is a Hosted Migration?  A hosted migration is a remotely hosted Migration-as-a-Service (MaaS), which means you don’t need special migration software, hardware, or expertise. Quite literally, we can take you from a Lotus Notes and Domino environment to an Outlook andMicrosoft Exchange Online environment without any special migration hardware, software, or expertise. In summary, this is a larger phased migration project spanning weeks.

What is Weekend Express? A Weekend Express migration is a remotely hosted Migration-as-a-Service (MaaS), which means you don’t need special migration software, hardware, or expertise. Quite literally, we can take you from operating Lotus Notes and Domino on Friday to being on Outlook and Microsoft Exchange Online on Monday morning. From on-premises toSoftware as a Service (SaaS) in one weekend! In summary this is a smaller, big bang migration project spanning a weekend or two.

At a high level, these are the two types of hosted migration services
Binary Tree currently offers. Now for some insight into our methodologies …let’s dig in and cover the basics.

How do we get your email, calendar, and contact data from your environment to the Microsoft Cloud?

Let me begin by giving you a brief Top 10 List of standard activities that are conducted to accomplish this goal. I will also provide a quick summary for each. The diagram below will provide a good overview and reference piece as I step through the list.


The Remotely-Hosted Migration Approach

  1. Complete Customer Survey: This is a simple survey where the customer will provide critical information needed to establish the project’s technical requirements. 

  2. Establish Remote Connectivity with Customer’s Environment: The customer generally provides 2 workstations for remote access purposes along with the means to connect securely to their network resources, such as using VPN and the like.  

  3. Establish Trust between Customer’s Environment and Binarytree: The customer and Binary Tree will trade Domino safe IDs to conduct the necessary administration to implement this trust between the systems. 

  4. Deploy CMT for Coexistence Services in Customer’s Environment: Before any migration operations can commence at least 1 mail routing gateway between the BPOS and customer environments must be implemented to ensure the best end-user experience possible in terms of calendar fidelity, application workflow and identity remediation. 

  5. Establish Selective Replication Between Customer’s Environment and Binary Tree: After the coexistence infrastructure is in place and validated establishing replication connectivity over port 1352 from the customer’s environment to Binary Tree is paramount. Once the customer has opened the proper firewall ports for all source mail and application servers, along with the workstations being used for remote connectivity then installation can begin. Next, by installing and configuring our Customer Module database we will be able to complete the setup of selective replication.  

  6. Customer Schedules Migration Activities: Using the Customer Module database the customer simply groups users and mail-in databases based on the scheduled date of the migration. This is accomplished through an easy import from an MS Excel spreadsheet. 

  7. Validate Accounts and Replication Between Customer’s Environment and Binary Tree: Once replication has completed a regular comparison report is run to ensure proper synchronization between the two databases, source and destination. 

  8. Complete Migration of Replicated Data from Binary Tree to Microsoft BPOS Based on Customer’s Schedule: On the scheduled date and when all pre-migration tasks are complete, the BPOS account is enabled, Notes routing is modified and the data migration of designated email, calendar, to dos, contacts, journal entries, mail-in and resource/reservations databases begins. The data is migrated using the Binary Tree migration engine from our data center to the MS BPOS cloud. 

  9. Complete Post Migration Activities: Upon completion of the data migration portion of the event several post migrations activities are completed, such as sending a welcome message that includes the temporary password and login name. 

  10. Finalize and Report on Project: After all the activities are complete a final status is reported to a designated group of project members requiring this information.

Next time, I’ll dig deeper into the specific components that make a hosted migration work. Stay tuned for regular updates, tips, tricks, and just my general thoughts on hosted migrations to BPOS Standard. I look forward to your comments.

- Richard