How the Pipeliner can assist in your Notes migration.
Flexible Source Data. You don't need to migrate everything. For Mail you could migrate the
last 3 months of all Mail, but use
Migration on Demand to catch any overflow. For Applications, you could first store little-used Apps as HTML or PDF, then migrate the remainder to SharePoint, or import Notes data into your new platform as XML. Use our
Application Migration functionality to help you plan the best approach.
Experienced Resources. What will you need? Do you have sufficient staff, experience and computing power available, or do you want to
outsource it to experienced professionals?
Flexible Execution. How do you want to perform the migration? Is it best to use a
big-bang migration, pre-migrate some data up front and afterwards, or manage a period of co-existence between different systems?
What software you use depends greatly on what your requirements are and how much you want to pay. The best approach is to evaluate suitable candidates and test them using your existing data. The Pipeliner allows you to test database migrations using a
standard Notes Client as many times as you want, making it easier to evaluate.
Once you've decided the broad outline of your move,
audit your environment to identify heavily-used, lightly-used and unused Applications, and the extent of distributed unsecured data such as local Notes Mail Archives.
Once you know the extent of your environment, consolidate it as much as possible, by
uploading local Mail Archives invisibly, or asking your users to
upload their own Archives.
Backup. Take a full backup (at least the most important parts) of your existing environment.
Define Roles. Define roles for the migration, including deliverables.
Define Timelines. Define the expected timeline and milestones for events, including scope for delays.
Identify Risks and Issues. Create Risk, Issue and Progress Registers to document migration activities.
Contingency. Add enough leeway that you have time to adapt or backout if unexpected events occur, i.e. key people are suddenly unavailable.
Users. Get Business commitment and sign-off. Train users in the new platform and provide regular updates on the migration status.
Test a subset of data to make sure you understand the timeframes, security and functionality required. The Pipeliner allows you to
migrate the same data as many times as you want.
Use the Pipeliner to
pre-migrate data that doesn't change regularly, like old Mail or Contact Information. If it does change later, it'll be migrated again, but this process means a large percentage of your workload can be performed in advance.
Perform the migration - switch Mail to your new system, migrate your Notes Applications and close access to Databases.
Use regular checkpoints and tests to ensure the main aspects are working as intended. If there are problems, decide if they're fixable or if you need to backout and restore the original environment.
Make old Notes Mail available to users via
Migration on Demand, and/or allow them to
upload additional files after the migration. Store old Notes data as HTML or PDF on the Web for reference.