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Lotus Notes to Office 365 Migration: Moving Notes Mail to Exchange Online

A Lotus Notes to Office 365 migration moves each user’s Notes mail file, calendar, contacts and to-dos, plus shared mail-in databases, from HCL Domino into Exchange Online mailboxes in Microsoft 365. Microsoft provides an assessment tool for sizing the move, but not a built-in way to migrate the data itself, so the migration runs through third-party migration tooling, with a period of coexistence so Notes and Outlook users can keep working together. Domino applications are a separate workstream.

This article covers the mail and calendar side of the move: what migrates, how a phased Notes migration to Exchange works, how to size it and the mistakes that cause trouble. It is part of our HCL Domino consulting and support resources. If you are still deciding whether to leave Domino at all, start with the Domino migration playbook for CIOs.

What Moves From Notes to Exchange Online

Mail is the easy part. The planning effort goes into the items that do not map one to one:

Notes / Domino itemExchange Online equivalentWhat to watch
Mail files (NSF)User mailboxesFolder structure, read status and very large mail files
Calendar entries and meetingsMailbox calendarsRecurring meetings and exceptions, and meetings organized by users who migrate in different waves
Rooms and resourcesRoom and equipment mailboxesBooking rules and delegates must be rebuilt
Personal address booksMailbox contactsOften stored locally on the user’s workstation
Domino Directory groupsDistribution lists or Microsoft 365 groupsNested groups and groups used for application security
Mail-in databasesShared mailboxesOwnership and who needs access
Local and server archivesOnline archive mailboxes or retention policiesLocal archives are easy to miss in discovery
Notes-encrypted messagesReadable mail only after decryptionMessages encrypted with a user’s Notes ID must be decrypted, or they stay unreadable
DoclinksLinks to migrated content or a retained Domino serverLinks to applications break if the application is retired
Domino applicationsNot handled by mail migration toolsPlan them separately

Exchange Online or Exchange Server?

Most Notes migrations to Exchange now target Exchange Online in Microsoft 365. Some regulated organizations still move to on premises Exchange Server. The migration method is similar; the differences are mainly in infrastructure and licensing.

FactorExchange Online (Microsoft 365)Exchange Server (on premises)
InfrastructureHosted by MicrosoftYour servers and data center
IdentityMicrosoft Entra ID, usually synchronized from Active DirectoryActive Directory
LicensingPer user subscriptionServer and client access licenses
Common reason to chooseCloud first mandate, Teams and Microsoft 365 adoptionData residency or isolated network requirements

How a Phased Notes Migration Works

  1. Assessment. Inventory users, mail file sizes, mail-in databases, archives, groups and encryption use. Microsoft’s Online Notes Inspector (MONTI) can report mail database sizes and document counts by type and by age, which is the starting point for sizing.
  2. Identity and directory. Map Domino Directory users and groups to Active Directory or Entra ID accounts, and decide how the two directories stay synchronized during the project.
  3. Coexistence design. Plan mail routing between Domino and Exchange, free/busy lookups across both systems, and directory synchronization so users can find each other wherever their mailbox lives.
  4. Pilot. Migrate a representative group, including users with large mail files, delegates and heavy calendar use. Measure the real migration throughput.
  5. Migration waves. Move users in groups that work closely together, so calendars and delegate access break as little as possible.
  6. Decommission and retention. Switch final mail routing, keep Domino available for applications and archives that still need it, and retire servers only after retention requirements are met.

Coexistence: Keeping Notes and Outlook Users Working Together

Unless every mailbox moves in one weekend, part of the organization is on Notes while the rest is on Outlook. Coexistence covers three things:

  • Mail routing. Mail addressed to any user reaches them, whichever system holds their mailbox.
  • Free/busy. Users can see availability and book meetings across both systems.
  • Directory. Both address books list everyone, including users who have already moved.

Coexistence is also what lets Domino applications keep running after mail has moved. Applications that send notifications or route approvals by mail need to keep reaching migrated users.

Sizing the Migration: A Worked Example

Migration time is driven by data volume and the throughput your tooling achieves in your environment. The figures below are illustrative; use the throughput measured in your own pilot.

InputValue
Users2,000
Average mail file size3 GB
Total mail data2,000 × 3 GB = 6,000 GB
Throughput measured in pilot (example)50 GB per hour
Bulk migration time6,000 GB ÷ 50 GB/h = 120 hours
Recent mail moved at cutover (last 30 days, about 5%)300 GB ÷ 50 GB/h = 6 hours

That is why most projects pre-stage older mail in the weeks before each wave and move only the recent delta at cutover. Users switch to Outlook with their full history while the cutover window stays short.

Common Mistakes in Lotus Notes Migrations

  • Forgetting encrypted mail. Messages encrypted with Notes IDs need the users’ IDs to decrypt; plan this before the user’s Notes ID is retired.
  • Missing local archives and address books. Data stored on workstations does not appear in a server inventory.
  • Ignoring mail-in databases. Shared inboxes for teams and applications must move to shared mailboxes with the right access.
  • Splitting close collaborators across waves. Executives and their assistants, and teams that share calendars, should move together.
  • Treating applications as an afterthought. Workflow applications that send mail or rely on Domino groups can break when mail moves.
  • Skipping retention planning. Legal hold and retention requirements apply to migrated and archived mail.

What Happens to Domino Applications?

Moving Lotus Domino to Office 365 for mail does not move your Notes applications. They can stay on a smaller, modernized Domino environment, be rebuilt on other platforms, or be retired. Our article on migrating complex Notes applications explains how to classify and plan them, and the enterprise Microsoft 365 migration checklist covers the wider Microsoft 365 rollout.

Planning a Lotus Notes to Microsoft 365 migration?

RockTeam has delivered Domino migration projects on and off the platform for decades, including coexistence and application strategy. RockTeam is an official HCL Business Partner. Start with a no cost assessment.

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Lotus Notes to Office 365 Migration FAQs

Microsoft provides the Online Notes Inspector (MONTI) to assess and size Notes mail data, but the migration itself is performed with third-party migration tools.

Yes. A coexistence setup routes mail between Domino and Exchange, shares free/busy information and keeps both directories in sync until the last users move.

It depends on data volume, the number of waves and the throughput measured in your pilot. Pre-staging older mail keeps each cutover window short, while the overall project typically runs over several waves.

Messages encrypted with a user’s Notes ID must be decrypted, using that ID, before or during migration. Otherwise they remain unreadable in Exchange.

No. Many organizations move mail to Microsoft 365 first and keep applications on Domino, then rebuild, replace or retire them on their own schedule.