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Smart Directory Sync 4.3.0.1 Installation Guide

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SMART Directory Sync 4.3.0.1 Installation Guide September 2015 Table of Contents Section 1. Introduction ..................................................................................................................3 1.1 Purpose ............................................................................................................................................... 3 1.2 Audience ............................................................................................................................................. 3 Section 2. Installing Directory Sync ................................................................................................4 2.1 Installing on a Binary Tree Windows Server ......................................................................................... 4 2.2 Installing on a Binary Tree Domino Server......................................................................................... 10 Section 3.Upgrading Directory Sync ............................................................................................. 18 3.1 Upgrading Directory Sync.................................................................................................................. 18 Section 4.Modifying, Repairing and Uninstalling Directory Sync ................................................... 22 Appendix A: Configuring Directory Sync in a Non-English Active Directory Environment ............... 23 About Binary Tree ....................................................................................................................... 24 SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 2 Section 1. Introduction 1.1 Purpose The purpose of this document is to provide information on how to install Binary Tree’s SMART Directory Sync application to perform object synchronizations between source and target directories in Active Directory and Domino. 1.2 Audience If using SMART Directory Sync between Domino and Active Directory, this document assumes the reader has experience using a Notes Client and basic Domino Administration skills, as well as Active Directory and Exchange administration skills. If Domino/Notes, Active Directory, or Exchange Administration topics mentioned in this document are not understood, please reference the product(s) System Administration documentation. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 3 Section 2. Installing Directory Sync 2.1 Installing on a Binary Tree Windows Server 1. Download the install executable file from the FTP site and save it on the Binary Tree Windows Server. After you have finished downloading, the Desktop icon will appear. 2. Double-click the executable to begin installing Directory Sync. 3. The Install Wizard appears. The wizard displays a list of prerequisites needed on your computer. Click Install to download and install the prerequisites. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 4 4. The Welcome screen appears. Click Next to continue. 5. The License Agreement screen appears. To accept the terms of the license agreement and continue with the install, click Yes. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 5 6. The Installation Options screen appears. Review the options and click Next to continue. 7. The Recommended Components screen appears. The wizard determines the suitable components and displays the available components when installing on a Binary Tree Windows Server. Select the components to install and click Next to continue. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 6 8. The Installation Directory screen appears. Click Browse to choose a different install location. Click Next to continue. 9. The Database Server Login screen appears. Enter the SQL Database Server location and credential information. Click Next to continue. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 7 10. The Database Server Login screen continues to appear. Enter the SQL Database Server location for the logging database and credential information. Click Next to continue. 11. If you selected to connect using Windows Authentication on the previous screen, a screen to enter domain username and password appears. Enter the domain user in DOMAIN\username format and the password. Click Next to continue. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 8 12. The Ready to Install screen appears. Click Install to begin the installation. 13. When the installation completes, the InstallShield Wizard Complete message appears. Click Finish to close the wizard. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 9 o The Start Menu is updated and SMART Directory Sync icon is added to the desktop. Start Menu: Desktop icon: 2.2 Installing on a Binary Tree Domino Server 1. Download the install executable file from the FTP site and save it on the Binary Tree Domino Server. After you have finished downloading, the Desktop icon will appear. 2. Double-click the executable to begin installing Directory Sync. 3. The Install Wizard appears. The wizard displays a list of prerequisites needed on your computer. Click Install to download and install the prerequisites. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 10 4. The Welcome screen appears. Click Next to continue. 5. The License Agreement screen appears. To accept the terms of the license agreement and continue with the install, click Yes. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 11 6. The Installation Options screen appears. Review the options and click Next to continue. 7. The Recommended Components screen appears. The wizard determines the suitable components and displays the available components when installing on a Binary Tree Domino Server. Select the components to install and click Next to continue. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 12 8. The Verify Domino Program Directory Path screen appears. Click Browse to choose a different install location. Click Next to continue. 9. The Verify Notes.ini File screen appears. Because the Domino server can be partitioned, ensure the correct Notes.ini location is selected or click Browse to choose a different location. Click Next to continue. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 13 10. The Database Server Login screen appears. Enter the SQL Database Server location and credential information. Click Next to continue. 11. The Database Server Login screen continues to appear. Enter the SQL Database Server location for the logging database and credential information. Click Next to continue. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 14 12. If you selected to connect using Windows Authentication on the previous screen, a screen to enter domain username and password appears. Enter the domain user in DOMAIN\username format and the password. Click Next to continue. 13. The Ready to Install screen appears. Click Install to begin the installation. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 15 14. The Edit notes.ini screen appears and lists the modifications needed to the notes.ini file. Choose to modify the notes.ini file, save the required changes to notes.ini.alt file to be performed later, or to not make any changes to the notes.ini file. Click Next to continue. 15. The Edit notes.ini dialog will appear if you selected to modify the notes.ini file. You must restart the Domino server for the changes to take effect. Click OK to continue. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 16 16. When the installation completes, the InstallShield Wizard Complete message appears. Click Finish to close the wizard. o The Start Menu is updated and SMART Directory Sync icon is added to the desktop. Start Menu: Desktop icon: SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 17 Section 3.Upgrading Directory Sync 3.1 Upgrading Directory Sync Directory Sync can be upgraded to a new version without uninstalling the existing version. The install wizard will detect the necessary changes and manage the upgrade. If you are using SMART Directory Sync in a Domino and Active Directory implementation, you must upgrade both the Binary Tree Windows and Domino servers. If upgrading from SMART Directory Sync 4.2.x.x to the 4.3 release, a complete sync (both a Push to SQL and a Pull from SQL) must have been completed prior to the upgrade. If this cannot be done prior to the upgrade, then after the upgrade the profiles must be reset. A direct upgrade from versions prior to 4.2 to 4.3 is not recommended. It is recommended to first upgrade SMART Directory Sync to 4.2 and then the upgrade to 4.3 can be processed. A full sync would need to be done prior to the upgrade to 4.3 as per above. If upgrading from version 4.2, truncating the log or reducing the log size as much as possible before upgrading is recommended. This will reduce the amount of time needed to rebuild the log table index during the upgrade process. 1. Download the install executable file of the new version from the FTP site and save it on the server. 2. Run the executable file. 3. An install wizard confirmation message appears. Click Yes to continue with the upgrade. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 18 4. The wizard screen appears. Click Next to continue. 5. The Database Server Login screen appears. The wizard detects the server location and credential information of the existing Directory Sync database. Click Next to continue. Note that if you choose to install to a database other than the existing database, previous changes made to the views will be lost. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 19 6. The Database Server Login screen continues to appear. The wizard detects the server location and credential information of the existing Directory Sync logging database. Click Next to continue. 7. The Ready to Install screen appears. Click Install to begin the installation. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 20 8. The Files in Use screen appears. Choose to automatically close and attempt to restart the applications or to not close the applications. A reboot will be required if you choose to not close the applications. Click OK to continue. 9. When the upgrade is complete, the Update Complete message appears. Click Finish to close the wizard. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 21 Section 4.Modifying, Repairing and Uninstalling Directory Sync Directory Sync can be modified, repaired, or uninstalled from the Programs and Features upgraded to a new version without uninstalling the existing version. The install wizard will detect the necessary changes and manage the upgrade. 1. Open Programs and Features by clicking the Windows Start button, clicking Control Panel, and clicking Programs and Features. 2. Select Binary Tree SMART Directory Sync from the list of programs and click Change. 3. The wizard screen appears displaying the following options. Select one of the following options and click Next: 4. o Modify – use the Modify option to add and subtract components of Directory Sync. This is useful if you wish to add or remove the SMART Directory Sync Console. o Repair – use the Repair option if Directory Sync needs to be repaired due to corruption. o Remove – use the Remove option to uninstall Directory Sync. You can also uninstall by clicking Uninstall on the Programs and Features page. Proceed through the wizard until finished. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 22 Appendix A: Configuring Directory Sync in a NonEnglish Active Directory Environment Directory Sync refers to several system groups by their English names, which will not function properly when deploying in environments where non-English Active Directory is deployed. To resolve this, the mapping of these systems group names can be configured to accommodate non-English language deployments. There are five new .config file values, representing the five system groups used by Directory Sync: All Users, All Groups, All Rooms, Default Global Address List, and Deleted Objects. To localize a value, edit BinaryTree. Dirsync.Exchange.exe.config on the Exchange Coexistence server and add the colored text below (the existing configuration is shown below in black), replacing the value with the equivalent value in the appropriate language. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 23 About Binary Tree Binary Tree is a singularly focused global provider of migration software and solutions for Lotus Notes, Microsoft Exchange, Active Directory, and Windows Server environments. Since 1993, Binary Tree has enabled more than 6,000 customers to migrate more than 30 million email users, and facilitated some of the most complex migrations on the planet. Its software solutions are available for migrating from Exchange 2003/2007/2010/2013 and Lotus Notes to onpremises and online versions of Microsoft Exchange, as well as migrations of Active Directory and Windows Server environments. Binary Tree is a Microsoft Gold Partner, an IBM Advanced Business Partner, and is one of Microsoft’s preferred vendors for migrating to Microsoft Office 365. The Company is headquartered outside of New York City with offices in London, Paris, Stockholm and Sydney. For more information, visit us at www.binarytree.com. Binary Tree Social Media Resources © Copyright 2015, Binary Tree, Inc. All rights reserved. Binary Tree, the Binary Tree logo, the SMART Migration graphics, and any references to SMART Migration and Binary Tree’s soft ware products, are trademarks of Binary Tree, Inc. All other trademarks are the trademarks or registered trademarks of their respective rights holders. SMART DIRECTORY SYNC 4.3.0.1 INSTALLATION GUIDE 24