IBM SmartCloud Migrations Best Methods and Practices

Transcription

1 IBM SmartCloud Migrations Best Methods and Practices IBM Collaboration Solutions Open Mic Date: 15th September 2016

2 Open Mic Team Abhishek Jain Presenter Arun Kumar Presenter Narendra Nesarikar IBM ICS Support Facilitator for Open Mics 2 2

3 Agenda What is IBM SmartCloud Deployment Model - Hybrid and Service only configuration Migration Tools Best Practices Common Pitfalls Q&A 3

4 What is IBM SmartCloud IBM SmartCloud is a full featured service, designed to meet the needs of business. Users are able to access the service directly over the internet using IBM Notes client, web browser and mobile device including support for flexible client platforms. Existing Notes and Domino customer can adopt IBM SmartCloud services seamlessly integrating their existing on-premises infrastructure. Transparent end user access to on-premises and cloud capabilities. Customer can retain their existing IBM Domino and organization identities. Users can keep their existing ID files and internet mail address. No changes required to continue accessing existing on-premises applications. 4

5 Deployment model Customer is flexible to adopt IBM SmartCloud services using Hybrid or Service only configuration. 5

6 Deployment scenario For customers who do not have any existing on-premises IBM Domino infrastructure (for either mail or applications), the IBM SmartCloud Notes service only configuration is the simplest implementation. In this model, the entire messaging service is wholly contained and does not have any requirement to interact with any external system. All administration is done via a simple web browser accessible administrative user interface. Users connect via the Internet using browser, IBM Notes client or mobile devices. 6

7 Deployment model (continued) Service only configuration Reference Architecture 7

8 Deployment scenario For those customers who have more complex integration requirements, or who might have some Domino application infrastructure but use an alternative messaging system, the IBM SmartCloud Notes hybrid configuration is likely to be the better choice. 8

9 Deployment model (continued) Reference Architecture Hybrid model 9

10 Deployment Approach 10

11 Migration Tools OPT/OTT MOM Transend Migrator for whitespace migrations 11

12 OPT/OTT Recommended for large migrations and/or complex environments. Gives flexibility and a systematic approach. 12

13 OPT - Provisioning Profiles 13

14 OTT Selective Migrations 14

15 OTT - Dashboard Agents now triggered by links, and only work on the current batch Color-coding for marginal status and OPT status Batch instead of request Dates monitored on the dashboard 15

16 MOM Mail Onboarding Manager Moves your on-premises mail data (from Domino or Exchange) to the cloud and provision new or existing SmartCloud account with Notes mail. Does not require a staging server for mail file transfer. It is a web based tool and can be run from any existing workstation. Easy and simple to setup the migration environment. Can be used for small migrations and simple environments. 16

17 MOM Dashboard 17

18 MOM Migration monitor Quality check Mail replication / conversion Mail uploading Mail provisioning Sending Welcome mail and waiting for activation 18

19 Transend Migrator Useful for a customer who is using a non-domino messaging platform like Google. This can be used to migrate the existing on-premises or cloud data to on-premise Domino server which is then uploaded to SmartCloud using other migration tools. This tool contains an easy to use interface and is designed to simplify the migration experience. Multiple instances of user migration can be run from a single Transend migrator interface. Batch migration option is also available. Migrates all the user data including , Calendar, Address book and tasks. 19

20 Transend Migrator Interface 20

21 Transend Migration monitor Displays real time status of all user mailboxes as they are migrated. 21

22 Best Practices Assessment Good knowledge of Source and Target environments is required. There are no shortcuts. Complete the migration checklist and keep it as simple as possible. Be prepared to think outside the box. Choose the deployment model carefully. Consider leveraging Policies, or 3rd Party BP apps to simplify the remediation or reconfiguration process 22

23 Best Practices - Planning Always use the best-fit tool. It is always recommended to test the migration scenario with few test user account before migrating the actual production users. A pilot can be conducted with a selection of some users based on the organization strength for the IBM SmartCloud migration. This will give an idea of the migration process and we can remove any issues encountered during the migration of pilot users. It is advisable to carry the migration of production users in batches which will help the Desktop support team to get time to handle the end user workstation issues if any. The Notes workstation and browser should be upgraded as per the system requirement of IBM SmartCloud Notes services before the migration. Do user s create local archives? 23

24 Best Practices Planning Keep track of Active and Inactive users. Take into account changes (if any) required for existing mail customizations or custom applications. Prepare the deployment plan keeping minimum user disruption in consideration. Typical approach is to proceed server-by-server and domain-by-domain (for multi-domain environments). Plan for HA in case of Hybrid setup. Who will own your MX Record? SAML eliminated the need for Connections Cloud to store a web password for user s. This can simplify onboarding and reduce help desk calls. Who will own your MX Record? 24

25 Choosing the Right Tools Mail Onboarding Manager (MOM) SMB customers, and distinct user groups migrations - Simple tools for grouping transfers - Automated to reduce points of failure - Support for big bang migration - HTTPS data transfers with no need to encrypt NSF database Self-serve tool for Administrators and Business Partners Onboard Transfer Tool (OPT/OTT) Enterprise and complex migrations - Support for managing multiple domains and 1000s of mailboxes - Complex scheduling requirements with users across multiple geographies - Multiple data transfer protocol options for speed and security (FTP and USB) Led by IBM Services or a Certified IBM Business Partner 25

26 Best Practices - Migration Scan the environment using the migration tool and fix the errors before assigning the user to a batch. Ensure good and stable network connectivity between different components. Use LLIS for large batch provisioning. Try to avoid having large databases. Automate the process as much as possible. Leverage software tools A user who has delegated access to another account must be moved before the mail file owner. 26

27 Best Practices - Migration Use an FTP client that supports both resumable transfers with SSL/TLS secured transport and also SSL session reuse. Maximize number of concurrent connections available for transfer Use LLIS for large batch provisioning. Use Premium support if feasible. Many customers underestimate the staffing requirements of cloud migration projects. Staffing Requirements include: Core Migration Team Help Desk Admin Team Securit y Security Team (User identities and MDM) Help Desk Application Teams Network Teams Corporate Communications, Marketing and HR. Early Adopte rs Execut ive Spons or Migration to Verse PMO Office Comm s & Market ing Networ k Team Legal / Compli ance 27

28 Best Practices - Migration Migrations strain support teams. Avoid the trickle to cloud strategy. Velocity projects are typically more successful. Not uncommon to migrate hundreds per day. Success is typically based on help desk enablement and communication strategy, not technology. When problems are encountered, iterate, not stop. 28

29 Most Common Pitfalls Misconfiguring firewall ports and using hard-coded IP addresses. Passthru server ID not created in same certificate hierarchy as mail routing/directory synchronization server IDs and SCN OU certifier. Typos in domain validation CNAME keys entered into DNS. Using an existing OU server certifier instead of creating a new SCN specific OU certifier with which to create virtual SCN server identities. Marking a primary domain directory with Do not use this Domino Directory for user provisioning flag. Failing to mark an extended directory catalog with Do not use this Domino Directory for user provisioning flag. Putting Passthru server(s) in the same internal domain as mail routing / directory synchronization and other internal Domino servers. Missing Social Content during planning and estimation. 29

30 Most Common Pitfalls - Remediation Do not underestimate remediation efforts: Applications Mail Templates Hygiene / DLP in the cloud Generic / Functional ID s Federated Identity Management (SAML) Network / Bandwidth If Notes clients; MMR s, Local Archives 30

31 Most Common Pitfalls Communication and Adoption Companies often fail to communicate properly with their users This drives up unnecessary help desk calls Build a marketing campaign Leverage corporate communication teams Tell Your Users what is coming and why its great! The Vision Give your user s help resources: blogs, communities, Provide Simple end user communication Consider videos and multimedia Consider cultural differences across your global teams 31

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