Supplemental - Version 1.1, Dated June 2, 2009 Contents Purpose ......................................................................................................................................................... 4 Current Lotus Domino Environment ............................................................................................................. 5 Sample Outbound Message Flow ............................................................................................................. 5 Sample Inbound Message Flow ................................................................................................................ 6 Create Exchange 2007 Environment ............................................................................................................. 7 Create Mailbox-enabled Users With Forwarding set to username@domain.com .................................. 9 How to populate ................................................................................................................................... 9 Set Smart Host entry pointing from Exchange 2007 to Lotus Domino ....................................................... 10 Set Smart Host entry pointing to from Lotus Domino to Exchange 2007 .................................................. 12 Test e-mail flow from Lotus Domino AUser to Exchange 2007 BUser (via Domino smart host) ................ 15 Test e-mail flow from Exchange 2007 AUser to Domino BUser (via Exchange 2007 smart host) Reply to Domino AUser ............................................................................................................................................. 18 Test e-mail flow from Internet to Lotus Domino to Exchange 2007 (via smart host) ................................ 20 Receive Message in Exchange 2007/Outlook from Domino Smart Hosting ........................................ 22 In Outlook, reply to Internet message .................................................................................................... 23 Receive Message in GroupWise/GroupWise Client ................................................................................ 24 Set primary MX record to point to Exchange 2007 .................................................................................... 25 Summary ..................................................................................................................................................... 26
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P a g e | 4 Copyright 2009 Quest Software Inc. All Rights Reserved Purpose The Quest Notes Migrator for Exchange User Guide makes reference to creating Sub-Domains (Step 5: Create a Temporary Subdomain for the Migration) to allow SMTP e-mail routing for the duration of a co- existence migration. This can be done but does add complexity to the setup. Another method is when the same domain space is being used from Domino to Exchange (@domain.com as an example), the Domino/Exchange 2007 smart host settings can be used to assist in mail routing.
This document will attempt to give high-level detail on what a current Domino SMTP e-mail routing would look like. It will then go on to show what it takes to introduce the Microsoft Exchange 2007 environment. Once the Microsoft Exchange 2007 environment is introduced, this documentation will go over creating Smart Host entries so that Exchange 2007 can e-mail Domino server and Domino Server can e-mail Exchange Server 2007 internally so that a co-existence migration (e-mail route-ability) can take place. It will also go over a typical flow of steps such that each activity can be implemented in order. This document also includes testing activities to be sure the actions are performed correctly to ensure routing is indeed working. Note: This document encompasses a very simple one Domino Server, one Exchange 2007 server scenario. Where environments are more complex, the end-user may need to perform additional due- diligence to ensure that SMTP routing between the Domino and Exchange 2007 and Internet environments is sound. Note: Free/Busy is not possible with only SMTP e-mail routing between Domino Server and Exchange 2007 server. If Free/Busy is a business requirement (as it is not a Quest product requirement), then please review the Microsoft documentation for the Microsoft Transporter Suite for Lotus Domino found at the following link titled Microsoft Transporter Suite for Lotus Domino: http://www.microsoft.com/downloads/details.aspx?familyid=72A947D9-E75F-4EAE-B153- E0B4A16442D9&displaylang=en
Note: This document does not discuss the Microsoft Transporter Suite for Lotus Domino. It shows only how to perform SMTP e-mail routing between the Domino and Exchange 2007 Servers for e-mail co- existence only (with no Free/Busy). Note: Please also see Quest solution SOL52033 titled Video Guide: Notes Migrator for Exchange at the following link for details on activities, checklists and scenarios: https://support.quest.com/SUPPORT/index?page=solution&id=SOL52033 This document is provided as is with no warranties. This document does not cover every possible scenario nor take (end-user) specific environmental variables into consideration. It is provided to give example of a simple structure. If the end-user environment falls out of the scope of what this document can provide and the end user requires further assistance with the environmental setup, engaging Professional Services via your Quest Account Manager is highly recommended (and may be necessary) to ensure a successful and timely migration.
P a g e | 5 Copyright 2009 Quest Software Inc. All Rights Reserved Current Lotus Domino Environment For the purpose of this demonstration, a simple one Lotus Domino Server will be used. The following example environment will be used to show current e-mail flow from the internal Lotus Domino Server users to external (Internet) users (and vice-versa). This is a typical environment that should already be existing. Sample Outbound Message Flow Internet Domino Server AUser@domain.com External MX domain.com FROM:Auser@domain.com Figure 1 - E-Mail flow from Domino user to the Internet For this example, Domino AUser sends an e-mail to an external e-mail user in a foreign e-mail system. - Domino AUser creates an e-mail message and clicks send - The Lotus Domino Server processes the e-mail message and determines it needs to be delivered outside of the Domino system to the Internet - The External User receives the Domino AUsers message. - If the External User replies to the message, the reply to address will be Auser@domain.com
P a g e | 6 Copyright 2009 Quest Software Inc. All Rights Reserved Sample Inbound Message Flow Internet Domino Server AUser@domain.com External MX domain.com TO:Auser@domain.com Figure 2 - E-Mail flow from the Internet to GroupWise User For this example, the External User sends (or replies with) an e-mail message to Auser@domain.com. - External User creates/replies to a message to AUser@domain.com - Message destination is determined using Internet DNS and directed to the Domino Server - Lotus Domino Server receives e-mail message and delivers to Domino Auser
P a g e | 7 Copyright 2009 Quest Software Inc. All Rights Reserved Create Exchange 2007 Environment Internet Domino Server MX domain.com AUser@domain.com Email Policy - @domain.com Exchange 2007 Server External Figure 3 - Create new Exchange 2007 Environment For this action, create a new Exchange 2007 installation. Notes: - Installing and configuring Microsoft Exchange 2007 is beyond the scope of this document. For more information on installing Microsoft Exchange 2007, please see the following Microsoft documentation titled How to Perform a Typical Installation Using Exchange Server 2007 Setup found at the following link: http://technet.microsoft.com/en-us/library/bb123694(EXCHG.80).aspx - For more information on post installation tasks for Microsoft Exchange 2007, please see the following Microsoft article titled Post-Installation Tasks found at the following link: http://technet.microsoft.com/en-us/library/bb124397(EXCHG.80).aspx - Once installation and configuration is complete on the Microsoft Exchange 2007 Server, be sure to set the accepted domain for the primary domain space of domain.com. For more information on setting the accepting domain for e-mail, please see the following Microsoft document titled How to Configure Authoritative Domains for the Exchange Organization found at the following link: http://technet.microsoft.com/en-us/library/bb124907(EXCHG.80).aspx
P a g e | 8 Copyright 2009 Quest Software Inc. All Rights Reserved The end goal is to have the Exchange 2007 Server setup such that e-mail can be sent to a mailbox- enabled user (that receives for the @domain.com address space). There are a few more items to setup to make this scenario work correctly, but to test if Exchange 2007 is set up correctly at this point (to receive e-mail for @domain.com), telnet can be used to connect to and send e-mail to Exchange 2007 as noted in the following Microsoft TechNet Article titled How to Use Telnet to Test SMTP Communication found at the following link: http://technet.microsoft.com/en-us/library/aa995718(EXCHG.65).aspx As an example, create an Exchange 2007 Mailbox-enabled user (i.e. administrator@domain.com) and attempt to send e-mail to it to verify that inbound e-mail messages are accepted for the @domain.com domain space. - Example of the accepted domain.com from the Exchange Management Console | Organization Configuration | Hub Transport | Accepted Domains dialog:
Figure 4 - Accepted 'domain.com' Domain
P a g e | 9 Copyright 2009 Quest Software Inc. All Rights Reserved Create Mailbox-enabled Users With Forwarding set to username@domain.com Internet Domino Server AUser@domain.com Email Policies - @domain.com AUser@domain.com Exchange 2007 Server External MX domain.com BUser@domain.com Buser@domain.com
Figure 5 - Create Mailbox-Enabled Users with forwarding For this step, there needs to be a method to pre-populate users in Active Directory (and to mailbox- enable and set forwarding too). These pre-populated objects will serve a few purposes: - Populating the Exchange 2007 Global Address List (GAL) so that when the first user is cut-over (migrated) to Exchange 2007, they can open the GAL and see all the same users they did when housed in Lotus Domino - Forwarding objects in Exchange 2007 for when Smart Hosts is used to forward e-mail to Lotus Domino. Objects are needed for future steps where e-mail is received in Exchange 2007 but is forwarded to Lotus Domino using the Exchange 2007 Smart Host (later described in section Set Smart Host entry pointing to Domino). For the Exchange 2007 Smart Host to work there needs to be an Exchange 2007 object (contact, mail-enabled or mailbox-enabled) that has the Active Directory targetAddress (forwarding) value set. Without this object, Exchange 2007 will not accept the e-mail (at all) and will deliver an NDR to the original sender. How to populate One method is to use the Microsoft Transporter Suite (see Microsoft Transporter Suite User Guide for more details), another method is to manually create the Active Directory (AD) objects. Once users are populated, the users need to be Exchange Mailbox-enabled. Methods to do this can be via Quest Notes Migrator for Exchange (see User Guide for more details) or manually. Once Active Directory objects are mailbox-enabled, forwarding needs to be set to username@domain.com (which can also be accomplished using Quest Notes Migrator for Exchange (see User Guide for more details) or manually). These forwarding objects will be used at a later time to send e-mail to Lotus Domino via the Smart Host setting (described in section Set Smart Host entry pointing to Lotus Domino later in this document).
P a g e | 10 Copyright 2009 Quest Software Inc. All Rights Reserved Set Smart Host entry pointing from Exchange 2007 to Lotus Domino At this point, if e-mail is sent to Exchange 2007 Mailbox-enabled objects (with forwarding set), the e- mail will not be delivered. This is due to that Exchange 2007 is Authoritative for the @domain.com domain space and will not route e-mail it accepts as authoritative. To remedy this, the Exchange 2007 Smart Host option will be utilized to send shared address space e-mail to another e-mail system. Internet Domino Server Auser@domain.com Email Policies - @domain.com AUser@domain.com Exchange 2007 Server External MX domain.com SmartHost=Domino Server BUser@domain.com Buser@domain.com Figure 6 - Set Exchange 2007 Smart Host pointing to Domino Server To set up Exchange Server 2007 to deliver messages to an alternate messaging system, please see the following Microsoft article titled How to Configure Exchange 2007 to Route Messages for a Shared Address Space found at the following link: http://technet.microsoft.com/en-us/library/bb676395(EXCHG.80).aspx The way of thinking of how the smart host within Exchange 2007 works is (for this example): - E-mail message is received in Exchange 2007 (say for AUser@domain.com) - Exchange 2007 determines that it is the authoritative messaging server for @domain.com and finds an AD object to deliver the e-mail to (i.e. Auser@domain.com) - When Exchange 2007 attempts to deliver the e-mail message to Auser@domain.com, it determines that forwarding is set (via the AD targetAddress attribute) on the object which means that Auser@domain.com does not hold e-mail (even if it is a mailbox) and the message needs to be forwarded to the targetAddress value. - Seeing as though the targetAddress value (AUser@domain.com) is the authoritative domain, the Exchange 2007 server would normally fail the message and send an NDR back to the sender.
P a g e | 11 Copyright 2009 Quest Software Inc. All Rights Reserved - But due to the fact that a Smart Host value is set, Exchange 2007 determines that it cannot process the message internally and delivers the message to the Smart Host e-mail system (which in this case is the Lotus Domino Server). - The Lotus Domino Server receives the message and determines that it is the authoritative messaging server for AUser@domain.com and delivers the e-mail message to the Domino AUser. - Example of the new Smart Host Send Connector from the Exchange Management Console | Organization Configuration | Hub Transport | Send Connectors dialog:
Figure 7 - Smart Host Settings where '10.4.66.32' is the Domino Server IP Address
P a g e | 12 Copyright 2009 Quest Software Inc. All Rights Reserved Set Smart Host entry pointing to from Lotus Domino to Exchange 2007 In the previous section Set Smart Host entry pointing from Exchange to Lotus Domino, Exchange was configured to send mail to the Domino Server in the event that 1) it receives authoritative messages for @domain.com and 2) the receiving mailbox has a targetAddress attribute value set to the same authoritative @domain.com domain. In this section the same will be accomplished, but in the reverse order where if in Lotus Domino 1) receives an authoritative messages for @domain.com and 2) the receiving mailbox has a forwarding value set (meaning not to store the email) to the same authoritative @domain.com domain it will then send the message to Exchange 2007 via a smart host entry. Internet Domino Server MX domain.com SmartHost=Domino Server Exchange 2007 Server External Buser@domain.com SmartHost=Exchange Server Buser@domain.com Auser@domain.com Auser@domain.com Figure 8 - Set Domino Smart Host pointing to Exchange 2007 Server
P a g e | 13 Copyright 2009 Quest Software Inc. All Rights Reserved To set up Domino to deliver messages to an alternate messaging system, please see the following Domino article titled Setting up a smart host found at the following link: http://www- 12.lotus.com/ldd/doc/domino_notes/6.5.1/help65_admin.nsf/f4b82fbb75e942a6852566ac0037f284/12 4a7258c3ec3ee785256dff004b1d1a?OpenDocument
Figure 9 Local Internet domain smart host: set to the Exchange 2007 server FQDN name (cs-mig1-ex2k7-1.domain.com) The way of thinking of how the smart host within Domino works is (for this example): - E-mail message is received in Lotus Domino (say for AUser@domain.com) - Lotus Domino determines that it is the authoritative messaging server for @domain.com and finds an Notes User object to deliver the e-mail to (i.e. Auser@domain.com) - When Lotus Domino attempts to deliver the e-mail message to Auser@domain.com, it determines that Forwarding address: is set and Mail System: is set to Other Internet Mail on the object which means that Auser@domain.com does not hold e-mail (even if it is a mailbox) and the message needs to be forwarded to the Forwarding address: value.
P a g e | 14 Copyright 2009 Quest Software Inc. All Rights Reserved The following is the Lotus Domino Server log file showing: - Inbound message being received from the Internet (sending server cs-novell65-01.gw.cs- targetdomain.net ) destined for AUser@domain.com - Forwarding set on the Auser@domain.com to forward to Auser@domain.com with Mail System: set to Other Internet Mail for Auser - Smart host value will be used (in this case the fully qualified domain name (FQDN) of the Exchange 2007 server CS-MIG1-EX2K7-1. DOMAIN.COM) - Message delivered to Exchange 2007 server
05/29/2009 02:25:42 PM Recipient in local Internet Domain uses Other Internet Mail system, forwarding to Smart Host
05/29/2009 02:25:43 PM Router: Transferring mail to domain CS-MIG1-EX2K7-1.DOMAIN.COM (host CS-MIG1-EX2K7-1. DOMAIN.COM [10.4.66.241]) via SMTP 05/29/2009 02:25:43 PM Router: Transferred 1 messages to CS-MIG1-EX2K7-1. DOMAIN.COM (host CS-MIG1-EX2K7-1. DOMAIN.COM) via SMTP 05/29/2009 02:25:47 PM Router: Message 005FBCDD transferred to CS-MIG1-EX2K7-1. DOMAIN.COM for AUser@ domain.com via SMTP 05/29/2009 02:25:52 PM Admin Process: Searching Administration Requests database
P a g e | 15 Copyright 2009 Quest Software Inc. All Rights Reserved Test e-mail flow from Lotus Domino AUser to Exchange 2007 BUser (via Domino smart host) At this point, both the Domino Smart Host and Exchange 2007 smart host settings are configured and point to the opposite messaging systems. In the section titled Create Mailbox-enabled Users With Forwarding set to username@domain.com, two mailbox enabled accounts were created in Exchange 2007 with forwarding set to username@domain.com. Any mail sent to these accounts would traverse over the Smart Host value to the Domino server. At this point we want to validate that the smart host settings will work both ways (from Domino to Exchange 2007 and from Exchange 2007 to Domino). To do this we need to change (or flip) the forwarding options of one of the example accounts. For this example, the Domino BUser will be set to forward to BUser@domain.com:
Figure 10 - BUser 'Forwarding address:' option set
P a g e | 16 Copyright 2009 Quest Software Inc. All Rights Reserved and the Exchange BUsers forwarding will be removed as shown in Figure 11 below: Internet Domino Server MX domain.com SmartHost=Domino Server Exchange 2007 Server External Buser@domain.com SmartHost=Exchange Server Auser@domain.com Auser@domain.com Buser@domain.com
Figure 11 - Set Domino Auser to forward, remove Exchange AUser's forwarding - For the first step to test if the smart host value is set and working correctly, log into Domino AUser and create a new mail message addressed to Domino BUser and send the message:
Figure 12 - Notes AUser sending mail to Notes BUser
P a g e | 17 Copyright 2009 Quest Software Inc. All Rights Reserved As seen in the Domino logs, Lotus Domino spots that the object has forwarding set and will deliver the message to Exchange 2007 via the Smart Host setting:
06/01/2009 11:39:55 AM Recipient in local Internet Domain uses Other Internet Mail system, forwarding to Smart Host
06/01/2009 11:39:56 AM Router: Transferring mail to domain CS-MIG1-EX2K7-1.DOMAIN.COM (host CS-MIG1-EX2K7- 1.DOMAIN.COM [10.4.66.241]) via SMTP 06/01/2009 11:39:56 AM Begin CD to MIME Conversion(Process: Router (00000A04:00000006), Database: C:\Lotus\Domino\Data\mail.box, Note: 00000A2A) 06/01/2009 11:39:58 AM End CD to MIME Conversion(Process: Router (00000A04:00000006), Database: C:\Lotus\Domino\Data\mail.box, Note: 00000A2A) 06/01/2009 11:39:58 AM Router: Transferred 1 messages to CS-MIG1-EX2K7-1.DOMAIN.COM (host CS-MIG1-EX2K7- 1.DOMAIN.COM) via SMTP
06/01/2009 10:40:00 AM Router: Message 0049EC96 transferred to CS-MIG1-EX2K7-1.DOMAIN.COM for BUser@domain.com via SMTP
and is delivered to Exchange BUser:
Figure 13 - Notes AUser message received by Exchange BUser via Smart Host
P a g e | 18 Copyright 2009 Quest Software Inc. All Rights Reserved Test e-mail flow from Exchange 2007 AUser to Domino BUser (via Exchange 2007 smart host) Reply to Domino AUser To test reply-ability, we can take the Outlook message received in Exchange 2007 BUser and reply to it. As shown in Figure 11, if Exchange BUser sends mail to Exchange AUser, Exchange AUser has forwarding set to AUser@domain.com which will make use of the Exchange 2007 Smart Host and deliver mail to Domino where there is an AUser mailbox that houses email.
P a g e | 19 Copyright 2009 Quest Software Inc. All Rights Reserved For this example, reply to the AUser email as shown in Figure 13:
Figure 14 - Reply to Notes AUser from Exchange BUser and check Domino AUser to see if it has been received which it has:
Figure 15 - AUser receiving email from Exchange BUser via the Exchange 2007 smart host *This completes the Lotus Domino to Exchange 2007 and Exchange 2007 to Lotus Domino email routing using a single domain space via the Smart Host setting.
P a g e | 20 Copyright 2009 Quest Software Inc. All Rights Reserved Test e-mail flow from Internet to Lotus Domino to Exchange 2007 (via smart host) At this point the MX Record for @domain.com still points to Lotus Domino. Exchange 2007 is as well set up to receive e-mail for that domain space. It is time to test e-mail flow from the Internet to Lotus Domino to Exchange 2007 @domain.com domain space. Internet Domino Server MX domain.com SmartHost=Domino Server Exchange 2007 Server External Buser@domain.com SmartHost=Exchange Server Auser@domain.com Auser@domain.com Buser@domain.com
Figure 16 - Environment setup for Internet email sent to Lotus BUser For this demonstration, forwarding will be set on Lotus BUser and removed from Exchange 2007 mailbox BUser (the same scenario as Figure 11 above).
P a g e | 21 Copyright 2009 Quest Software Inc. All Rights Reserved A third messaging server (GroupWise Server) user Admin will send a message (using the GroupWise Client) to Notes BUser using the following domain value BUser@domain.com:
Figure 17 - Sending e-mail from GroupWise Admin to Lotus BUser via the @domain.com e-mail address
P a g e | 22 Copyright 2009 Quest Software Inc. All Rights Reserved Receive Message in Exchange 2007/Outlook from Domino Smart Hosting For this demonstration, Microsoft Outlook 2007 will be used to receive e-mail for Exchange 2007 BUser. As can be seen, the e-mail is addressed FROM:Admin@gw.targetdomain.net:
Figure 18 - Exchange BUser receiving e-mail from GroupWise Admin via Internet mail
P a g e | 23 Copyright 2009 Quest Software Inc. All Rights Reserved In Outlook, reply to Internet message For this demonstration, Microsoft Outlook 2007 will be used to reply to the e-mail sent from admin@gw.cs-targetdomain.net. As can be seen, the TO: field is populated with admin@gw.cs- targetdomain.net:
Figure 19 - Replying to Internet email
P a g e | 24 Copyright 2009 Quest Software Inc. All Rights Reserved Receive Message in GroupWise/GroupWise Client When this message is received in Admins GroupWise Client, the address of the sending user is FROM:BUser@domain.com as shown below:
Figure 20 - Receiving e-mail from Exchange BUser@domain.com Note: This is very important for e-mail reply-ability. If the reply address is not correct, e-mail will not be delivered correctly to the desired user. If this test does not succeed, please review the environment and do not continue until this test can be performed successfully.
P a g e | 25 Copyright 2009 Quest Software Inc. All Rights Reserved Set primary MX record to point to Exchange 2007 Internet Domino Server MX domain.com SmartHost=Domino Server Exchange 2007 Server External Buser@domain.com SmartHost=Exchange Server Auser@domain.com Auser@domain.com Buser@domain.com
Figure 21 - Point MX Records to Exchange 2007 This step is the cutover! At this point, the environment is set up such that Exchange 2007 can forward messages to the Lotus Domino Server and the Lotus Domino Server can receive them (via the Exchange 2007 Smart Host). Also Lotus Domino Server can e-mail Exchange 2007 via the Lotus Domino Smart Host setting. With this said, the next item is to flip or point the external DNS MX record from the current Lotus Domino Server to the Exchange 2007 Server (for Internet e-mail coming inbound to @domain.com). Note: Once this is complete, the Lotus Domino server will receive *NO* inbound e-mail other than the e- mails delivered from Exchange 2007 via the Smart Host setting. Both Exchange 2007 and Lotus Domino server will continue to route e-mail outbound (to the Internet) as normal. Sent e-mail from both e-mail systems will be FROM:UserName@domain.com which is desired.
P a g e | 26 Copyright 2009 Quest Software Inc. All Rights Reserved Summary The Quest Notes Migrator for Exchange User Guide makes reference to creating Sub-Domains to allow SMTP e-mail routing for the duration of a co-existence migration. It lacks in details on how to achieve the setup and how the routing flow will look like but also the fact that the use of Smart Hosts is simpler and easy to configure. Besides mentioning using certain Quest Products to automate certain actions, all activities done within this document can be accomplished without using any Quest Products (using native tools instead). This is stressed as installing Quest Notes Migrator for Exchange does not make the environment work. Special steps and considerations need to be taken in the said environment to be sure that when it comes time to use Quest Notes Migrator for Exchange to automate and then migrate mailboxes, the environment will be ready and the migration will flow as desired (and in a timely fashion). Given this, scoping the environment, taking inventory, then setting up and testing the actions made are very important pre-migration activities that need to be accomplished prior to any attempt at migrations and co-existence. This hope is that this document can be used as a reference and a guide to show how one simple environment is set up such that it can be utilized as example for customer environments and assisting in pre-migration setup to ensure that a co-existence migration will work as desired. Note: Please also see Quest solution SOL52033 titled Video Guide: Notes Migrator for Exchange at the following link for details on activities, checklists and scenarios: https://support.quest.com/SUPPORT/index?page=solution&id=SOL52033
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