Avaya DMM Data Migration Manager Tool User Guide

Business Communications Manager
Data Migration Manager
User Guide
Document Revision Number: 01.00 Document Status: Issue Issue Date: 10-11-2009
Data Migration Manager
Table of Contents
TABLE OF CONTENTS ..........................................................................................................................................................2
LIST OF FIGURES...................................................................................................................................................................4
LIST OF TABLES.....................................................................................................................................................................5
1.0 DOCUMENT INFORMATION.........................................................................................................................................6
1.1 REVISIONS ......................................................................................................................................................................... 6
1.2 ORGANIZATION..................................................................................................................................................................6
2.0 DATA MIGRATION MANAGER OVERVIEW ............................................................................................................. 7
2.1 INTRODUCTION ..................................................................................................................................................................7
2.2 WHAT IS DMM?................................................................................................................................................................7
2.3 THE DMM MIGRATION PROCEDURE ................................................................................................................................. 8
3.0 DMM REQUIREMENTS AND INSTALLATION.......................................................................................................... 9
3.1 SYSTEM REQUIREMENTS.................................................................................................................................................... 9
3.2 OBTAINING DMM..............................................................................................................................................................9
3.3 INTERIM INSTALLATION PROCEDURE DURING TRIALS ...................................................................................................... 10
4.0 PRE-DMM SYSTEM PREPARATION/EXAMINATION ...........................................................................................11
4.1 COMPATIBILITY DETERMINATION.................................................................................................................................... 11
4.2 PREPARING THE SOURCE ..................................................................................................................................................11
4.2.1 S/W Version............................................................................................................................................................. 11
4.2.2 Source System Not In Use and Off-line ...................................................................................................................11
4.2.3 Physical System Organization................................................................................................................................. 11
4.3 PREPARING THE TARGET................................................................................................................................................... 12
4.3.1 S/W Version............................................................................................................................................................. 12
4.3.2 Target System Not In Use and Off-line....................................................................................................................12
4.3.3 IP Address (where applicable)................................................................................................................................ 12
4.3.4 Keycodes..................................................................................................................................................................12
5.0 USING DMM – DETAILED WALKTHROUGH ..........................................................................................................13
5.1 STARTING DMM.............................................................................................................................................................. 13
5.2 EXTRACTING DATA FROM A SOURCE SYSTEM.................................................................................................................. 13
5.2.1 Saving the Extract Report [optional] ......................................................................................................................15
5.2.2 Saving Extracted DMM Data [optional].................................................................................................................15
5.2.3 Retrieving Saved DMM Data ..................................................................................................................................16
5.3 PREPARING TO APPLY DATA TO A TARGET SYSTEM ......................................................................................................... 18
5.3.1 The Data Preparation Wizard.................................................................................................................................19
5.3.1.1 Source and Target Hardware Configuration Considerations............................................................................................... 23
5.4 APPLY DATA TO TARGET ..................................................................................................................................................26
6.0 USING DMM – 5 STEP QUICKSTART......................................................................................................................... 28
7.0 DMM EXCEPTIONS OR LIMITATIONS..................................................................................................................... 29
7.1 BCM 4.0 (200/400) TO BCM 5.0 (450 CHASSIS).............................................................................................................. 29
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7.1.1 IP Sets Must be Re-registered to DNs on the Target............................................................................................... 29
7.1.2 Line Numbers on CTM8/GATM8/8x16 MBMs Will Change...................................................................................29
7.1.3 Some Programming Migration May Fail if “Hardware-Less” DNs are Referenced..............................................29
7.1.4 Call Forward All Calls Programming Not Migrated.............................................................................................. 29
7.1.5 Doorphone Programming Not Migrated................................................................................................................. 29
7.1.6 Internal CAP Assignment Not Migrated.................................................................................................................. 29
7.1.7 MBMs may Stop Functioning on Source After Extract............................................................................................30
7.1.8 Voice Mail Messages Not Migrated if Keycode(s) Not Present ..............................................................................30
7.1.9 Default VM Password on the Source May Change ................................................................................................. 30
7.1.10 Log Management and Backup Schedule Not Migrated .........................................................................................30
7.1.11 VM Mailbox Passwords on Target Set to Default ................................................................................................. 30
7.1.12 Only Mailbox Prompts and Recorded Name Migrated .........................................................................................30
7.1.13 Call Centre Agent Passwords on Target Set to Default ........................................................................................30
7.1.14 Fax Custom Cover Page Not Migrated ................................................................................................................. 30
7.1.15 Contact Center Reporting Server Password Not Migrated ................................................................................... 30
7.1.16 IVR Configuration and Applications Not Migrated...............................................................................................31
7.1.17 Starting CCR Feature Code Can Not Be 900........................................................................................................ 31
7.1.18 Obsolete Data Services Configuration Data Not Migrated...................................................................................31
7.1.19 All User Account Passwords on Target Reset to System Default (PlsChgMe!) ....................................................31
8.0 DMM SUPPORT ...............................................................................................................................................................32
8.1 THE DMM FORUM...........................................................................................................................................................32
8.2 REPORTING A PROBLEM................................................................................................................................................... 32
9.0 GLOSSARY .......................................................................................................................................................................34
APPENDIX A - SYSTEM REQUIREMENTS AND COMPATIBILITY.......................................................................... 35
A.1 MINIMUM SOFTWARE VERSIONS ....................................................................................................................................35
A.2 BCM 4.0 TO BCM 5.0 HARDWARE CONFIGURATION COMPATIBILITY ........................................................................... 35
A.3 BCM 4.0 TO BCM 5.0 CAPACITY COMPATIBILITY .........................................................................................................36
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List of Figures
Figure 1 - Depiction of a DMM Extract from a BCM 400 source .......................................................................................8
Figure 2 - The DMM Data Preparation Windows ................................................................................................................8
Figure 3 - Depiction of a DMM Apply to a BCM 450 (4 MBM) target...............................................................................8
Figure 4 - The BCM Application Launcher - DMM ...........................................................................................................9
Figure 5 - DMM installation folder ....................................................................................................................................10
Figure 6 - Example H/W Configuration on a BCM 4.0......................................................................................................11
Figure 7 - DMM Keycode Conflict Report ........................................................................................................................12
Figure 8 - DMM Home Window ........................................................................................................................................13
Figure 9 - DMM Select System Type.................................................................................................................................13
Figure 10 - DMM Select Component Data to Extract .....................................................................................................13
Figure 11 - DMM Specify source Location.....................................................................................................................14
Figure 12 - DMM Extraction Process 1...........................................................................................................................14
Figure 13 - DMM Extraction Process 2...........................................................................................................................14
Figure 14 - DMM Extraction Completion Report............................................................................................................15
Figure 15 - DMM Save Extraction Report.......................................................................................................................15
Figure 16 - DMM Home Window ...................................................................................................................................15
Figure 17 - DMM Save Extracted Data ...........................................................................................................................16
Figure 18 - DMM Extracted Data Saved .........................................................................................................................16
Figure 19 - DMM File Open............................................................................................................................................16
Figure 20 - DMM Replace Current Data? .......................................................................................................................17
Figure 21 - DMM Load Data Location Request..............................................................................................................17
Figure 22 - DMM Browse to Data Location....................................................................................................................17
Figure 23 - DMM Load Data Location............................................................................................................................17
Figure 24 - DMM Prompt to Save Existing Data ............................................................................................................18
Figure 25 - DMM Load Data Result Summary ...............................................................................................................18
Figure 26 - DMM Home Window ...................................................................................................................................18
Figure 27 - Starting the Data Preparation Wizard............................................................................................................19
Figure 28 - Data Preparation Wizard Status ....................................................................................................................19
Figure 29 - Data Preparation Wizard Select target BCM ................................................................................................ 19
Figure 30 - Data Preparation Wizard Select Device Type...............................................................................................20
Figure 31 - Data Preparation Wizard target BCM Type Selection Report ......................................................................20
Figure 32 - Data Preparation Wizard target BCM Valid .................................................................................................20
Figure 33 - Data Preparation Wizard Configure target MBMs .......................................................................................21
Figure 34 - Data Preparation Wizard Configure target MBMs Fields with N/A.............................................................21
Figure 35 - Data Preparation Wizard Configure target MBMs Fields with New DIPs ...................................................22
Figure 36 - Data Preparation Wizard Configure target MBMs Fields with Added MBM ..............................................22
Figure 37 - Data Preparation Wizard Configure target MBMs Report ...........................................................................23
Figure 38 - Data Preparation Wizard Select Default Mailbox Password.........................................................................23
Figure 39 - Data Preparation Wizard Configure Default Mailbox Password ..................................................................24
Figure 40 - Data Preparation Wizard Configure Changed Mailbox Password ................................................................24
Figure 41 - Data Preparation Wizard Configure Mailbox Password Report....................................................................24
Figure 42 - Data Preparation Wizard All data Prepared ..................................................................................................25
Figure 43 - DMM Home Window ...................................................................................................................................26
Figure 44 - Select the source of Data to Apply................................................................................................................26
Figure 45 - Enter Address of target to Apply To............................................................................................................. 26
Figure 46 - IP/Lan Conflict Warning...............................................................................................................................27
Figure 47 - Apply in Progress..........................................................................................................................................27
Figure 48 - Apply Completion Report .............................................................................................................................27
Figure 49 - The DMM Forum..........................................................................................................................................32
Figure 50 - DMM Customer Report (CR) Template .......................................................................................................32
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List of Tables
Table 1 - User Guide Revisions............................................................................................................................................. 6
Table 2 - DMM Migration Paths Currently Supported..........................................................................................................7
Table 3 - Glossary of Terms ................................................................................................................................................34
Table 4 - BCM 4.0 source System Minimum S/W+ Patch Version Requirements.............................................................35
Table 5 - BCM 5.0 target System Minimum S/W+ Patch Version Requirements ..............................................................35
Table 6 - BCM 4.0 to BCM 5.0 Hardware Configuration Considerations ..........................................................................35
Table 7 - BCM 4.0 to BCM 5.0 Capacity Considerations...................................................................................................36
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1.0 Document Information
1.1 Revisions
Table 1 - User Guide Revisions
Issue Change Summary Author(s) Date
Issue
1.0
Draft
00.03
Issue released post iPor review. Karl Blomquist 10-11-2009
Draft released for iPor review. Karl Blomquist 06-11-2009
1.2 Organization
This document is a User Guide for the Nortel SMB Data Migration Manager (DMM) tool.
This document includes:
- An overview of DMM (Section 2)
- A description of the requirements and how to run DMM (Section 3)
- A list of pre-DMM source and target system examinations and/or adjustments (Section 4)
- A detailed illustrated DMM use guide – step by step (Section 5)
- A Quickstart DMM guide – 1 page, 5 steps (Section 6)
- A detailed list of DMM exceptions and/or limitations per system type (Section 7)
- A guide to getting DMM support (Section 8)
- A glossary of terms (Section 9)
- A detailed set of per system type requirements and compatibility details (Appendix A)
Many sections in the document are preceded by “summary points”. For example,
Obtained from target BCM’s Application Launcher
These points serve as “refresher” cues or highlights regarding what information the section presents in detail.
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2.0 Data Migration Manager Overview
2.1 Introduction
Quickstart? See Section 6.0
If the reader is already familiar with installing and using the Data Migration Manager (DMM) then you may prefer to skip to Section 6.0 for the Quickstart guide to using DMM. If you have not used DMM before, it is highly recommended that you review this guide in its entirety before you attempt to use DMM.
2.2 What Is DMM?
Time saving tool to migrate, configuration and user data from one system type to another system type for which there is no traditional upgrade
The Business Communications Manager (BCM) Data Migration Manager is a standalone desktop tool developed to facilitate the best-effort migration of system OA&M, configuration, and end-user data between Nortel SMB platforms. The tool’s primary objective is to handle telephony and unified messaging migration thus eliminating repetitive, error prone, and time consuming manual configuration setup. In some situations not all system data can be automatically migrated using DMM, so the installer may have certain manual steps to perform after using the tool.
To summarize, the DMM tool is used to extract data from one Nortel SMB platform source (e.g., a BCM 4.0) and then convert that data to equivalent data that can be applied to another Nortel SMB platform target (e.g., BCM
5.0).
The table below lists the current Nortel SMB product to BCM migration paths that DMM supports as of December 2009.
Table 2 - DMM Migration Paths Currently Supported
Nortel SMB Platform source
BCM 200/400/1000 chassis
Release 4.0
Future revisions of the DMM tool are planned to support additional source and target combinations (e.g., Norstar to BCM).
Nortel SMB BCM target
BCM 450 (2 or 4 MBM chassis)
Release 5.0
Additional Information
Initial release of the DMM tool.
Because of the platform differences the data from BCM 4.0 needs
to be extracted and converted before it is compatible and can be applied to the BCM 5.0 platform.
Across these platforms the use of DMM can save the BCM 450 5.0
installer many hours (in some cases 10+) over the course of the entire 4.0 to 5.0 h/w and s/w upgrade process.
The Unified Messaging keycode is required on both the source and
the target platforms to perform Voice Mail message migration extract and apply process.
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2.3 The DMM Migration Procedure
1. Extract Data from source
2. Prepare Data
3. Apply to target
As illustrated below, the DMM Migration procedure has three major steps. In addition, to the data migration procedure, the physical setup of the new target system with cabling, terminals, licensing and network setup is required. DMM system migration is intended as an off-line maintenance activity.
Extract data from the source platform.
1.
1
Figure 1 - Depiction of a DMM Extract from a BCM 400 source
Prepare the Extracted Data
2.
2
Figure 2 - The DMM Data Preparation Windows
Apply the Data to a target BCM platform
3.
3
Figure 3 - Depiction of a DMM Apply to a BCM 450 (4 MBM) target
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3.0 DMM Requirements and Installation
3.1 System Requirements
Windows PC
175MB disk space for local install
100 MB disk space for each extract/apply data set
The DMM application can be run on a Microsoft Windows XP SP2, Microsoft Windows Vista, and Microsoft Windows 7 desktop platform and requires at least 175MB of disk space to install.
Consideration should also be given to additional disk space for saving extracted data from source platforms (an additional 100MB of free disk space per source platform is recommended).
The desktop PC that is used to run the DMM tool must have network LAN access to the source device to perform a data extraction. Similarly, network access to the target device must be available to perform an apply operation. To avoid networking issues, if the source device IP address is reused for the target device, then disconnect the source device from the network prior to performing the apply operation (another approach is to use the OAM port connection on the target device to avoid LAN address contention).
3.2 Obtaining DMM
Obtained through target BCM’s Application Launcher
DMM is accessible through the target BCM’s Application launcher which automatically checks for updated versions of the DMM application from the hosting server. The DMM will get installed on your desktop PC and can either be invoked from the Application Launcher screen or from a desktop shortcut. .
Figure 4 - The BCM Application Launcher - DMM
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3.3 Interim Installation procedure during trials
Unzip or execute the self-extracting file onto Windows PC – DMM.bat is starting point
DMM may be released as a single .zip file or as a self-extracting .exe file.
Unzip or execute the self-extracting file to a location of your choice on the Windows PC.
Unzipping/extracting the DMM tool creates a folder that looks similar to:
Figure 5 - DMM installation folder
Optionally a shortcut can be created to the DMM tool startup “DMM.bat” in the root of the folder that you unzipped/extracted the DMM tool. “DMM.bat” is the starting point for the DMM tool.
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4.0 Pre-DMM System Preparation/Examination
Before using the DMM tool both the source and target systems must be verified to have a suitable version and configuration for DMM compatibility.
4.1 Compatibility Determination
Check source to target Compatibility (e.g., no FEM) – Appendix A.
Although DMM supports a given source platform, there may be certain configuration aspects of that source platform that will render DMM incapable of accurate data extraction.
For a detailed list of unsupported system configurations, see Appendix A – System Compatibility. Determine if there are any unsupported aspects of the intended source system before attempting to use DMM.
4.2 Preparing the Source
4.2.1 S/W Version
Up to date s/w version on source – Appendix A.
The source system must be updated to a minimum DMM supported software version and/or smart update (SU).
For a detailed list of supported source system software versions see Appendix A – System Compatibility. Determine if the intended source system meets the software version requirements. If not, apply the required software updates before using DMM.
4.2.2 Source System Not In Use and Off-line
Ensure source not currently in use
Although extracting data from the source system is not a destructive operation, the source system should not be a live or in-use system during the extract process. A backup of the source system will be performed before the extract begins and a restore operation will be performed upon the completion of the extract. Because of these operations services to end-users of the source system will be interrupted for a period of time.
4.2.3 Physical System Organization
Determine physical configuration of source (e.g., MBM locations, split?)
Note the source system’s physical device (MBMs, cards) locations in its main chassis and on any optional expansion chassis.
Figure 6 - Example H/W Configuration on a BCM 4.0
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