1. The 4 Steps You Must Know Before Migrating Email Platforms Presented by: Jeff Tujetsch, VP of IBM Domino Development Denny Russell, Senior Product Specialist, IBM Domino

2. Agenda Introduction –Presenters –What You’ll Learn –Migration Landscape The 4 A’s: –Appraise a Vendor –Assess your Data –Analyze your Data –Adapt your Data Q&A

3. Presenters Jeff Tujetsch VP of IBM Domino Development 31 years of experience in Information Technology Certified instructor and taught many Domino administration and development classes Expert in email management and compliance, architecture, LotusScript/Lotus Notes Formula Language, application design and security. Denny Russell Senior Product Specialist, IBM Domino 17 Years of IT experience Administrator for the Lotus Notes/Domino environment (including Traveler, Sametime, Quickr and Blackberry Enterprise Server for Lotus Notes) at Sherpa Software

4. What You’ll Learn… What criteria to evaluate when selecting migration partner or tool? How to gather analytics on amount and type of data in your organization? What data should be part of migration and what should be deleted without impacting legal? How to prepare data when migrating?

5. Migration – What is it? The process of moving from the use of one messaging platform to another Why a challenge? –Information overload Why you should care? –Time and money

6. Appraise a Vendor Goals Define benchmarks for what you want to achieve –Main goals of the migration –Completion timeframe –What is their role? –Ongoing support

7. Appraise a Vendor Reputation How well known are they in the industry? Do they have customers that would recommend them?

8. Appraise a Vendor Experience Do they have customers that resemble your environment? Have they migrated companies into your new messaging solution?

9. Appraise a Vendor Summary Set Goals Reputation Experience

10. Assess the Data Types What types of data do you have? –Mail –Server archives –Local archives –Journals

11. Assess the Data Data Ingestion What can be ingested by the new messaging solution and how? –Mail (mail, calendars, tasks, etc.) –Archives (.pst) –Journals

12. Assess the Data Data Encryption How are messages encrypted and can they be decrypted? –Mail/archives using public/private keys –Mail/archives using secret encryption keys –Journals using public/private keys

13. Assess the Data Legal Requirements What is the legal obligation to your data? –Federal regulations –Industry regulations –Your legal team

14. Assess the Data Backups What do you do with backup tapes? –How many do you have –How to restore if needed –When to scratch

15. Assess the Data Summary - Do your homework Know what types of data you have Know what types you can keep Make sure that all necessary groups are involved Don’t join the “ready, shoot, aim” club

16. Analyze the Data Location Where does the data reside? –Mail servers –File shares/drives –Personal computers –Backup tapes –On Premises or in the Cloud

17. Analyze the Data Data Types What data types should be migrated? –Mail files –Archives –Journals –Other data stores

18. Analyze the Data Data Volume How much data is there to migrate? –Per year/server/user –Can your new system handle all of it?

19. Analyze the Data Summary - Be Prepared Make the right decisions Map your business requirements Don’t migrate data that isn’t required –Extends the duration of the migration process –Takes up valuable storage space –Adds to Costs and Time

20. Adapt the Data Verification Verify the data –DAOS Attender

21. Adapt the Data Consolidation Consolidate the archives –Into the mail file –Into a single archive –Server-based and local –Consolidation Attender

22. Adapt the Data Data Decryption Decrypt the data –Manual process –Must be done via the UI –Must have the keys –Decryption Attender

23. Adapt the Data Data Exporting Export the data –Export to.pst –Export to.eml –EML Attender

24. Adapt the Data Summary – Final Decisions Verify all single-instanced attachments Consolidation of archived messages Decrypt all messages Export to other systems

25. Summary No Data Left Behind Appraise a vendor Assess your data Analyze your data Adapt your data

26. IBM Domino Services Implementation Training Consulting Customization E-Discovery Migration Decryption Email System Implementation Learn More

27. Attender Utilities ® for IBM Domino Discovery Attender Mail Attender Compliance Attender Electronic Search and Discovery Email Archiving, Management and Compliance Real-time Email Interception and Inspection w w w. s h e r p a s o f t w a r e. c o m

28. Thank you for watching! Feel free to call or email us with any questions: 412-206-0005 (direct) 1-800-255-5155 (toll free) information@sherpasoftware.com information@sherpasoftware.com Monday through Friday, 8:30 AM – 5:00 PM EST