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8/3/2019 2011-08-10 - Mexico Integration Admin Handout - DRAFT
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2011 Mexico user account and mailbox migration
Handout for local administrators - DRAFT -
Tasklist - preliminary tasks................................................................................................................................................................ 3
Make sure that the new DKXM user accounts can access applications in the NA domain ............. ....3Create migration table .........................................................................................................................3Verify migration table ..........................................................................................................................4
Make migration hand-out.................................................................................................................... 4Translate migration hand-out to Spanish (optional) .............................................................................4Migration schedule planning ...............................................................................................................4Destine migration-target-dates for normal user migration ...................................................................5Destine migration-target-dates for special user migration............................................................................................................................................................ 5Inform users per mail about migration (optional) .................................................................................5
Tasks at main migration................................................................................................................................................................ 5Overview - day by day migration .............................................................................................................6Tasklist - day by day migration................................................................................................................................................................ 7
Send out the invitation for migration to the users ................................................................................7Send remember-mail: remember user for daytime migration .............................................................8Delete PST-passwords, if necessary ..................................................................................................8Record the user configuration .............................................................................................................8
Record Network Printers ...............................................................................................................10Record the Outlook Signature (optional) .......................................................................................10Record the Outlook PST-files information .....................................................................................11
Move the Outlook data files (PST-files) to the transfer directory .......................................................11Change the domain membership of the client PCs to FS01 ..............................................................13
Deactivation of local security settings ............................................................................................13Deactivate HIPS ............................................................................................................................13Take the PC out of the NA domain...................................................................................................................................................... 14Rename the client to the name standard from FVWS ...................................................................14Join the PC to the FS01 domain ...................................................................................................16Login with a FS01 account to verify the domain join ......................................................................16
(Software deinstallation from the local PC) ......................................................................................16Shutdown the PC ..............................................................................................................................16Additionally operations for different user types ..................................................................................17
VPN user .......................................................................................................................................17VIP user .........................................................................................................................................17Users with several clients ..............................................................................................................18Team PCs ......................................................................................................................................18
Configure the user profile for the new environment ..........................................................................18The user logs on with his new account.......................................................................................... 18Configure the Outlook profile for the new environment.................................................................. 18Configure Outlook for the Livelink Mail Archive .............................................................................20Initialize the Blackberry device for Blackberry users ......................................................................21Change Connection Definition for VPN users ................................................................................22Reconfigure the printer connections ..............................................................................................22Run tests for verifying...................................................................................................................................................... 22
Transfer of the users profile data.......................................................................................................................................................... 28Configure the Outlook Signature .......................................................................................................28Hide and disable the old NA user account........................................................................................ 29
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Make a feedback for every user in the migration table ......................................................................29Possible migration issues.............................................................................................................................................................. 30
New Account..................................................................................................................................... 30Password Problems ..........................................................................................................................30Permissions Problems:..................................................................................................................... 30
Network problem ...............................................................................................................................30Informational......................................................................................................................................... 31
Information about Roaming Profiles for the users .............................................................................31Information about changes at the logon script................................................................................... 31Logon with an account from Germany ..............................................................................................32
In this hand-out are described the tasks for the local administrators at migration.
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Tasklist - preliminary tasks
task / - subtask who info
Create DKXM user accounts User Management done
Move existing DKXM user to MX OU
Add email addresses to DKXM users I-SBU CW26
Add DKXM user to groups in FS01 I-SBU CW26, done
Make sure that the new DKXM user accounts can accessapplications in the NA domain
SISTEMAS
Create migration table I-SBU
- Export user-information in the NA- and FS01 domain
- Create Excel table
Verify migration table SISTEMAS
Make migration hand-out I-SBU
Translate migration hand-out to Spanish (optional) SISTEMAS from German
Migration schedule planning- Destine migration-target-dates for normal user migration
- Destine migration-target-dates for special user migration
Inform users per mail about migration (optional) one mail for allusers
Make sure that the new DKXM user accounts can accessapplications in the NA domain
Because fresh new users are created in the FS01 domain, this users have no rights for applications inthe NA domain (they have no group memberships).
If its possible, convert the existing groups to domain local groups, than you can add members fromthe FS01 domain to the converted groups.
Create migration tableThis is an example:
Targetdate user type status comment mail
01.06.11 Wichtig, Willi VIP-user migrated no problems [email protected]
02.06.11 Benzzo, Mercedes user migrateduser needs full access onCuarto_Seoul [email protected].
02.06.11 Diesolos, Pablo NB-user migrated OK [email protected]
03.06.11 Cuarto Kairo room planned [email protected]
03.06.11Sosa Scirocco,Salvador
VPN-user planned user is in house for a meeting [email protected]
The migration table should store on a file share or Sharepoint where everyone participating atmigration can access it.
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Verify migration table
The migration table will created by I-SBU about one month before migration.
Because the migration table is build from an AD-export it can be, that old mailboxes from not deletedusers are planned for migration. User Management VWFSMX will mark all abandoned mailboxes inthe migration table so they will not be migrated. After migration User Management VWFSMX can orderTSM to delete these mailboxes.
The type of user (normal-, VIP-, VPN-, notebook-user) cannot exactly extracted from AD group-memberships. So the user management VWFSMX will take a look at this column.
The grouping of users is very important, because there are problems with Outlook delegationsbetween migrated and non-migrated users. The initial grouping is derived from the department, butwhich department works with each other isnt stored in the AD. So this is another task on verifying themigration table for the order of the department migration.
About 10 users will migrate per day. The exact number can be defined after test imports.
Make migration hand-out
The migration hand-out describes the changes in the view of users.
Points are:
changes at the login account (DKX) and the new password
changes of the email-address
use of the Outlook-Cache by migration
changes at the address book
use of the email archive
The hand-out is sent by mail to the user some days before migration by VWFSM. Its not necessary foreveryone to have a printed version.
The creation process is a hand in hand process with I-SBU, I-SBS and VWFSM.
Translate migration hand-out to Spanish (optional)
If not all colleagues can read Spanish it may be useful to translate the hand-out to Spanish. VWFSM
will take care of this.
Migration schedule planning
The migration schedule planning is a one time work for initial planning the migration schedule for allaccounts / mailboxes and its also a continuous process beside the main migration. A process formanaging appointments has to be implemented.
After the pilot migration should be clear if the line capacity or the support capacity defines themaximum number of users for daily migration.
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Destine migration-target-dates for normal user migration
Normal user migrations are users, which do not need an invitation for the migration date. Theseaccounts are:
normal users
user accounts for resource mailboxes
The migration dates are predetermined.
When the user is out of office at the predetermined date (seen by the out of office mail from Outlook),the migration date should rescheduled.
My suggestion: send 20 to 25 invitations emails one week before target date, because of holidays orother reasons normally only 15 to 20 users will migrated.
Information:The invitation to the users VW Bank will be send by T-SystemsThe migration plan will be inform by VWFS MX.
Destine migration-target-dates for special user migration
Special user migrations are users, which do need an invitation for the migration date. These accountsare normally:
notebook user (field worker), because its helpful, when the user is in the office at migration
VPN user (teleworker), because the line can be heavily loaded after migration (OL cache)
VIP user
In most migrations the migration dates are predetermined, but the user can made changes.
VIP userThis is also a special migration process, but some VIP user wants often self-determine the datebecause of the induction time for the new environment.
Inform users per mail about migration (optional)
In this mail, all users were informed about the beginning migration. This mail is normally send outabout two weeks before the first user migration.In this mail you inform about:
why this migration is needed
what new functions the users have after migration what limitations exists at migration
Tasks at main migration
At migration day you have a group of users to migrate and a group of supporters for support atmigration. Ideally, the user come to office shifted. So the supporters take all the users by hand at thefirst logon to the new environment and no one has to wait.
The user and mailbox is migrated by I-SBU in the night (in Mexico). Next morning some changes are
needed at the PC.
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Overview - day by day migration
Before
Migration
Record the user
configuration
User
Informusers per mail about
migration
SISTEMAS
Just after
Migration
In the night
In the evening
(suggested )
Migrate the user mailboxes
to Braunschweig Exchange
Servers
I-SBU
Change the domain
membership of the client
PCs to FS 01
T-Systems
Archive the PST files to the
LiveLink archive
I-SBU
Copy the user PST -files to
the transfer directory
T-Systems
As soon as possible
(in the next days )
In the
morning
User logs on with his new
account
User
Configure the user profile
for the newenvironment
T-Systems
Move the computer object
into the target OU
I-SBU
Configure the old user
account in the NAdomain
T-Systems
Activate Blackberry for
Blackberry users
HuD
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Tasklist - day by day migration
task / - subtask who info
Inform users per mail about migration SISTEMAS ~ weekly with user handout
Send remember-mail: remember user for daytime migration dailyDelete PST-passwords, if necassary user for archiving
Record the user configuration user (with help from T-Systems)
- make hardcopies of the network printers ask the user, if all printers needed
- make hardcopies of Outlook configuration PST-paths, signatures
Move the Outlook data files (PST-files) to the transfer directory maximum 500MB
Change the domain membership of the client PCs to FS01 T-Systems
- deactivation of local security settings avoid conflicts with GPOs
- deactivate HIPS avoid GPO blocking
- take the PC out of the NA domain config, reboot, login local
- rename the client to the name standard from FVWS config, reboot, login local
- join the PC to the FS01 domain config, reboot
- login with a FS01 account to verify the domain join login in FS01 to check the computer migration(Software deinstallation from the local PC) Its not clear at this time, if this step is needed.
Shutdown the PC ensures GPO execution next day
Move the computer object into the target OU I-SBU
Migrate the user mailboxes to BS Exchange Servers
- delete the GAL contact object of the user
- unhide the DKXM user object
- run the preperation script
- move the mailbox to Exchange Server BS (30 MB mailbox)
- check the move-logs
- send success mail to SISTEMAS
Activate Blackberry for Blackberry users HuD perhaps, the mailbox is needed forconfiguration
Configure the user profile for the new environment T-Systems
- the user logs on with his new account user
- configure Outlook for the new environment T-Systems connection, signatues, rules, etc.
- configure Outlook for the Livelink Mail Archive (not needed at Citrix connections)
- initialize the Blackberry device for Blackberry users
- change Connection Definition for VPN users
- reconfigure the printer connections (the user knows his printers)
- run tests for verifying OL in Spanish, start important applications
Transfer of the users profile data C:\Documents and Settings\OLD-USERNAME\Mis documentosConfigure the Outlook Signature
Configure the old user account in the NA domain T-Systems - Hide the old user account in the NA domain Check before, if the GAL-Sync has created an
contact
- Deactivate the old user account in the NA domain Otherwise, the user could log on on notmigrated PCs.
Make a feedback for every user in the migration table
Archive the PST files to the LiveLink archive I-SBU (500MB PST)
- configure the import
- importing the PST
- checking and troubleshooting
Send out the invitation for migration to the users
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You can send the handout together with the email invitations, but highlight the presence of anattachment. Perhaps remind user that its normally not necessary to have a printed version of thehandout. The new account information (username and password) is normally send out by theremember mail.
TSM will include in the invitation the handout users.
Send remember-mail: remember user for daytime migration
Because the logon-account name is new, its a good idea to remember the user to logon next day withhis new account. Because the DKXM-account is in the fist time not so easy to remember, the usershould print or write down the new account name (but not write down the password).
For security reason you should send out one individual mail for each user.
Also warn users from print out the remember mail.
The VPN users will be scheduling his invitation in the VW Bank building.
Delete PST-passwords, if necessary
The archive server cannot import PST files with passwords set.
The user has to delete the password, because he has only it.
It would be nice to notify users that they must remove the password to PSTs.
Record the user configuration
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For easy reconfiguration, a small protocol of user settings can be helpful; perhaps some simplehardcopies.
Network printers
Outlook signature
Outlook PST-files
Because the information is stored in the local registry, you can only record the settings with the loggedin user.
If the user should record the configuration, make a user-guidance. At least the PST-file configurationshould be saved.
Store the hardcopies on a easy accessible path, perhaps D:\Config .
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Its not possible to log in with an NA account to a FS01 PC. So its not possible to see theconfiguration after migration.
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Record Network Printers
Hardcopy with Keyboard-combination Alt-Prn, than open Word and press the Keyboard-combination Ctrl-V.
Record the Outlook Signature (optional)
Open the Windows Explorer and enter the path C:\Documents and Settings\User-ID`\Datos de
programa\Microsoft :
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Than copy the Signatures folder to the backup directory.If you transfer the whole user profile as a part of the migration, this step is not necessary.
Record the Outlook PST-files information
The names and path information are needed later for moving the PST-files to the transfer directory.
Open the Archivos de datos de Outlook window and record for each PST-file the path information ina text file:
Move the Outlook data files (PST-files) to the transfer directory
The PST-files of the user which should imported in the LiveLink archive has to be moved to theappropriate transfer directory of the user.
1. Find the PST-files for archiving:
use the recorded user configuration
search on all volumes for *.PST, than use the latest file for each PST
2. Now you can move the PST-files to the to the appropriate transfer directory of the user.
The path to the transfer directory is: \\10.42.168.19\fsmx_PST$
The associated groups are:FS01\MX-FS-PST-Transfer-FW-G (for Admin accounts in the FS01 domain)NA\MX-FS-PST-Transfer-FW-G (for Admin accounts in the NA domain)
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Connection to the PST-share with an admin account:
(When you are logged in with your FS01 admin account, you should not asked for ausername/password.)
Please move the PST-files carefully into the correct destination directory. If the PST-file is in the wrongdirectory, the mails and other items are imported in to the wrong mailbox.
The maximum archiving data per user is 500MB. If the user has more data, burn it on CD/DVD/BD.
If the user has one big archive with more than 500MB, he has to split the archives:
In this example, the old archive is archived into the mailbox and the very old archive is burned to CD.
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Change the domain membership of the client PCs to FS01
TSM will change the domain membership during migration of the PC.
Source Domain: na.vwgDestination Domain: fs01.vwf.vwfs-ad
The Group FS01\MX-ADM-Client-S-Gis added to the local group Administrators on each client by aGroup Policy. In the situation, where you cannot logon to the local PC with your FS01 admin accountafter migration you can try to correct the problem with the command gpupdate /force .
In addition, the GPO (Group Policy Object, a part of the AD) removes the local administrator from theadministrators group. Also all NA-groups are deleted.
Without further doing, the user gets a new profile at next logon.
Deactivation of local security settings
To avoid conflicts with GPOs in the FS01 domain, the local security settings (local policies) have to bedeleted.
Deactivate HIPS
In our tests, the HIPS blocked domain GPO settings. So the deactivation of the HIPS is necessary.
For deactivating, set the start type of the service McAfee Host Intrusion Prevention Service todisabled.
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Take the PC out of the NA domain
The System Properties are opened with: Control Panel > System
(please use the domain name and account name from the correct source domain)
Rename the client to the name standard from FVWS
The name standard for clients in Puebla, Mexico is: FSMXPUnnnnn .
(1 Character)
A Advanced Printer
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C Client
L Laptop
M Monitor
O Office communication devices
B Thin Clients
R Remote (Home Office Worker)
W Workgroup0-9 Standalone
I Network Gear
K Copy Machines
F Fax
G SAN- or SAN-attached storage component (X)
P Printer
(shortened list)
nnnnn = (sequential) hexadecimal number
Example: FSMXPUC00001 for the first Client you added to the FS01 domain.
Now the computer needs a restart
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Join the PC to the FS01 domain
(please use your admin-Account in FS01, this account must be member of MX-ADM-AddComputerToDomain-S-G)
(please excuse the use of German hardcopies)
(This two part process is needed because you havent one account with both rights: the right to deletethe computer account from the old domain and the right to add a computer to a domain.)
Login with a FS01 account to verify the domain join
If the login is successful, the domain join was successful, too.
(Software deinstallation from the local PC)
The following Software should remove from all Clients, because its not used in the VWFSenvironment:
The list is not defined at this time. A test migration is needed. This list will be checked with I-SB*, TSMand the CISOs.
Its not clear at this time, if this step is needed.
Shutdown the PC
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Additionally operations for different user types
VPN user
Also its theoretically possible to migrate PCs over the VPN, its the easiest way that the user comes in
house for migration.
VIP userThe only difference in migration is the level of special notice you do at migration (for exampleremember to synchronize Outlook by phone).
Sometimes its difficult to say no to some special wishes:
Copy of the Internet Favourites
Right Click on the Windows Start field > Explore > Favourites > Copy.Make a backup directory and insert the favourites (for example d:\backup).After migration, copy the favourites back (to the fresh new user directory).
Desktop Settings
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You can do the same as with copying the Internet Favourites but with the desktop folder.
Please remember that VWFS uses roaming profiles, so the data is copied over the network every timethe user logs on or off the PC. Please move out big files to the users home directory (H:) and place a
shortcut on the desktop.
Users with several clientsAll clients belong to a user should change the domain membership when the user is migrated.
Team PCsThis is a pool of PCs with a group of users working on them (perhaps a call center). Every user canlog on to every PC.In this case, migrate all PCs and users together. If this is not possible, make two stages.
One possible migration plan:
first change the domain of all PCs of a stage
than migrate the user of a stage when they come; because of roaming user profiles, you needto make the adjustments only once per user
Configure the user profile for the new environment
The user logs on with his new account
Configure the Outlook profile for the new environment
Manual configuration of the Outlook-Profile
o use the Cached-Mode of Exchange
o you can take this server for configuring:fsdebsxcas.fs01.vwf.vwfs-ad
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Additional configuration:
add connections to other mailboxes
show the user how to add an Outlook signature
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Reconfiguration access to other users or to a team mailbox:
(The hardcopies are made in the NA domain.)
Info:Dont include PST-Files in the Outlook-Profile. The archived PST-Files should be accessible at thenext day(s) with the archive folder accessible directly in the mailbox.
Configure Outlook for the Livelink Mail Archive
Please go to Herramientas > Opciones > Otros > Opciones avanzadas > Formulariospersonalizados > Administrar formularios and then copy the two Open Text Forms from the
Organization Forms FSDE to the Formularios personales .
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Initialize the Blackberry device for Blackberry usersFor Blackberry users, the Blackberry device has to configure for the new mailbox.Another manual exists for the doing (Settings BlackBerry_english.doc).
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Change Connection Definition for VPN users
Reconfigure the printer connections
Run tests for verifying
At a standard PC, after the user has logged in (next morning), there are some tests to do for checkingthe migration.
Test the Outlook connection to Exchange (if the user can log on to hismailbox)
Because of the integrated authentication, there is no need for input the logon information. So when
you get this box, something is fishy:
In this case, I-SBU should analyze the problem.
Information to First Level Support UHD T-Systems:For further connection troubleshooting (for example slow response) you can get the Outlookconnection status by pressing the Key Ctrl and a right click on the Outlook icon at the windows info
bar:
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Verify, that the Outlook folders are in the correct language
If the Outlook folders are in the wrong language, you should correct it:
The command is: outlook /resetfoldernames :
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If this doesnt work, manual handwork is needed.
Test the standard dive letters for access to the network:
Drive Letter Description
H: User home
P: Application_Data
Q: Transfer_Data
R: Backups
S: Areas (departments)
T: Projects
W: Share_Data (group data)
This looks OK:
If there is a connection problem, the network drive isnt assigned by login:
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Test, if the correct GPOs are used
Use the command: gpresult > gpresult.txtIn the resulting text file, look for two things:
GPOsThere must be 7 GPOs in the List:
FS01-ClientServer-RestrictedAccountsFS01-ClientServer-EnforcedSettingsMX-Client-DesktopMX-Client-MachineFS01-Client-MachineFS01-Client-InternetExplorerDefault Domain Policy-OLD
AD-SiteThe correct AD-Site is: MXPU
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Additionally, in the pilot migration, it was useful to look on the DNS Suffix Search List (because theHIPS sometimes blocks the execution):
If the Directiva de grupo local is listed, the deactivation of local security settings was not successful.
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Test the important network applications of the user
Located in Germany:
SAP
T24
VOKUS
PHAROS
BERTHA
CMIS
CARAT
Located in VW Mexiko: Avaya
Documentum
Intranet
Print Server in VWM
Print Server in VW Bank
Reuters
See the application list documents.
Tests in the old file server
RVS
PLD
INTRANET
**** external treasury servers
Ask the user, if he needs help on new or changed functions
The changes are described in the user handout, but sometimes a user doesnt understand something.
Possible questions about:
how to use the new archive-function in Outlook
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Transfer of the users profile data
The users profile data has to be transferred from the old account to the new account. You have twochoices:
You can move the data in the evening before migration to the temporary destination. And thenmove the data back after the first logon of the user. (You can move back the data as thelogged in user or anl administrator.)
You can directly copy the data to the destination folder after migration (logged in as anadministrator) and then delete the original data.(Dont move the data at this moment because the old rights remain and the new user cannotaccess the old files.)
Source: C:\Documents and Settings\OLD-USERNAME\Mis documentos
Suggested temporary destination: D:\Backup\USERNAME
Destination: C:\Documents and Settings\NEW-USERNAME\Mis documentos(The destination folder is created by the first login of the user.)
If the user has files stored on the desktop, you can use the same procedure with the folderC:\Documents and Settings\OLD-USERNAME\Escritorio .
Configure the Outlook Signature
After transferring the users profile data the signatures should be listed in Outlook. You only have tochoose the signature in the list of signatures:
(You must logged in as the user, for this operation.)
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Hide and disable the old NA user account
At this moment, the old user account is no longer used, so for security reasons the deactivation of theold account is needed.
Because the address book Sync between VWAG and VWFS, a new contact object is created for thenew FS01 user in the VWG forest. To avoid double entries for each user in the Outlook address book,the old NA user account should be disabled.The Sync needed some days; in this time, the user is not shown up in the NA address book.
Make a feedback for every user in the migration table
Make simply an OK or your comment:
Example user migration table
Targetdate user type status comment mail
01.06.11 Wichtig, Willi VIP-user migrated no problems willi.wichtig@vwfs.
02.06.11 Benzzo, Mercedes user migrateduser needs full access onCuarto_Seoul [email protected].
02.06.11 Diesolos, Pablo NB-user migrated OK [email protected]
03.06.11 Cuarto Kairo room planned [email protected].
03.06.11Sosa Scirocco,Salvador VPN-user planned user is in house for a meeting [email protected].
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Possible migration issues
The communication between I-SBU and T-Systems user support is by mail and phone directly to theengineers doing the migration. Please remember the time shift between Mexico and Germany when
waiting for an answer.
New AccountThe user has not written down his new account information and he cannot login.
One way to minimize the problem is to send out the account information table (without passwords) toall members of the daily migration in the remember mail. So the user can ask a colleague for his newaccount name.If the user is the first in the morning in the office, he has to call for help.
Password ProblemsDepending on your password distribution process, issues are to be expected.
User Management will provide a list of all DKXM accounts; password will be a standard password.User Management will send the DKXM account to the final users.
Permissions Problems:Because new User Accounts are used, in applications with AD integrations (often Intranet applicationslike Sharepoint) permissions problems can happen.
Network problemAnother way for troubleshooting initial network drive letters assignment problems is at the commandline.First open the path \\fs01\NETLOGON in the Explorer > one click on any file at will > type in the first
keys of the filename (mexico.bat) > right click > Edit > search for the drive letter with problems > markthe appropriate command > open the CMD > copy the command
In addition try to PING the destination:
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(This is an example how to get the information, your server names differs.)
Informational
Information about Roaming Profiles for the users
VWFS uses Roaming Profiles. To configure Roaming Profiles you have to enter the network path forthe user. The normal path is \\HOMESERVER\USERS\DKXMxxx\system.nt\profile.
The profile paths are preconfigured for the users.
In the time a user gets a new PC (VWFS standard, without a data partition D:), than it should be thebest to copy the user data from the old PC to the users home drive H:.
Information about changes at the logon script
In the NA domain is only one logon-script for all the VWFS users (vwfs.bat).
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In the FS01 domain has every user has its own logon script (initial all are the same).
At the end of the user logon script is started the script POST_MAP.BAT which does the following:
hard- and software-inventory
installation of DameWare Remote Control client DeviceLocker (control of the USB-ports) update
miscellaneous checks and configurations
Logon with an account from Germany