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Migrator for Notes to SharePoint 7.2 - User Guide

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Migrator for Notes to SharePoint

Overview of Migrator for Notes to SharePoint Migrator for Notes to SharePoint features and functions

Migrator for Notes to SharePoint Console

Overview Console configuration using the setup wizard Advanced configuration options

General tab Notes tab Discovery tab Analysis tab Console tab SharePoint tab SQL Server tab Folder tab User Mapping tab Group Mapping tab Link Tracking tab Publish Status tab Notification tab

Database discovery QuickPlace/Quickr discovery Domino.Doc discovery Discover directory entries Import database records Notes databases

Database actions View Copy to custom view Export list Assign properties Analyze databases Recompute database details Apply class rules Migrate to SharePoint Recover Link Tracking Data Generate InfoPath form template

Template for form library Template for list form

Generate third-party form template Go to Notes database Import default Notes views Open database design Open local design copy Create technical class Export database records Export data analysis details Extract database users Delete Custom views Properties

General Tab Classification tab Database Access tab Usage Analysis tab Data Analysis tab Script Analysis tab Design Analysis tab Complexity tab Migration Effort tab Migration Status tab Migration Targets tab

Content Type tab Site Columns tab

Migration Jobs Migration History

Applications Classification Rules

Classification actions New class Export classes Import classes Export list Assign properties Generate InfoPath form template Go to Reference Notes database Prioritizing a class Creating a new class Editing a class Deleting a class

Classification Rule Properties

General tab Rules tab Class Template tab Auto Triage tab Assign Effort tab Auto Target tab

Site creation options

Migration Jobs tab Content Types tab

Content Type tab Site Columns tab

SharePoint Targets

Go to site Add sub-site Provision planned sites Databases targeting this site

Scheduled tasks

Creating a scheduled task Editing a scheduled task Running a scheduled task Viewing scheduled task history Deleting a scheduled task

Standard and advanced reports Custom reports

Importing tasks General rules for running tasks

Link Analyzer/Updater/Finalizer

Overview tab Analyze tab Update Links tab Link Finalization tab Log tab

Migrator for Notes to SharePoint Designer

Introduction Creating a new job

Selecting data sources

Creating/Editing source data definitions

Creating/Editing data targets

SharePoint SQL Server Folder

Mapping data Setting up user mapping and security mapping Saving the job

Customizing global options Normalizing multi-valued items to multiple documents

Restrictions for normalization

Generating links to SQL records Generating XML documents Generating InfoPath forms (pre version 5.2) Generating InfoPath forms (post version 5.2) Generating raw HTML and XML Generating read-only HTML Generating ASPX pages using document columns Generating web part pages using PageName Generating documents from Lotus Notes

Using this feature

Direct folder migration

Extracting information from Domino.Doc Binders

Migrating to SharePoint publishing pages

Running migration jobs Migrating failed items Migration job logging Managing migration jobs

Appendix: Reference information

Notes connection string reference

Parameters

Command line options Connecting the Console to alternate Repository database Notes source data definition file format QuickPlace/Quickr source data definition file format Domino.Doc data definition file format Target data definition file format Job definition file format Results View data columns Migrator for Notes to SharePoint reporting data tables

DbReportTable TasksReportTable DbTasksReportTable DbUserAclsReportTable DbUserActivityReportTable DbJobReportTable DbDesignElementReportTable DbDesignElementDifferencesReportTable DbAnalysisByAuthorReportTable DbAnalysisByFormsReportTable

Import classes

This action imports classes from an XML file.

To restores the default classification rules, delete all the classification rules then reimport from the DefaultTechnicalClasses.xml file that can be found in the All Users data directory.

Export list

Exports the result set in the center pane to either a tab delimited (.txt) file or a comma delimited (.cvs) file.

Assign properties

This action allows you to quickly set some of the more common properties for the databases that are classified under the selected classification rules.

Table 37. Assign properties
Property	Description
Target Site	This allows you to define the Target Site in Migration Targets tab of the selected databases’ properties.
Map Notes Users to Domain Users	Enable or disable the Map Notes Users to Domain Users option of the Migration Targets tab of the classified databases for the highlighted classes. If enabled, this will cause any Notes users listed in the source database's Access Control List to be added to the target SharePoint list or library. The Notes user names are mapped to Site Collection identities based on the rules configured in the tool's User Mapping options and those Users are granted access to the target SharePoint site.
Map Notes Groups to Domain Groups	Enable or disable the Map Notes Groups to Domain Groups option of the Migration Targets tab of the classified databases for the highlighted classes. If enabled, this will cause any Notes groups listed in the source database's Access Control List to be added to the target SharePoint site. The Notes group names are added to the Site Collection as external groups and are granted access to the target SharePoint list or library. Each group name must correspond to an actual Domain group.
Expand Notes Roles to SharePoint Groups	Enable or disable the Expand Notes Roles to SharePoint Groups option of the Migration Targets tab of the classified databases for the highlighted classes. If enabled, it causes a new SharePoint Site Collection Group to be created for each Role defined in the Notes database ACL.
Expand Notes Groups to SharePoint Groups	Enable or disable the Expand Notes Groups to SharePoint Groups option of the Migration Targets tab of the classified databases for the highlighted classes. If enabled, it allows you to take what was once a Domino Directory group (scoped to the entire Notes Domain) and convert it to a SharePoint group (scoped to just one Site Collection). As part of this conversion, the tool will query the Domino Directory for any groups listed in the ACL, extract all its members (expanding any sub-groups as needed), and add those members to the new SharePoint group.
Use Existing Security Groups	Enable or disable the Add to existing SharePoint groups option of the Migration Targets tab of the classified databases for the highlighted classes. If enabled, Migrator for Notes to SharePoint will provision security by adding people to one of the predefined SharePoint groups rather than setting permission on the site members.
Migration Jobs	This allows you to set various properties in the classified databases’ Migration Jobs for the highlighted classes.

Generate InfoPath form template

This action allows you to migrate your Notes Forms to InfoPath Form Templates. For details, see the database action, Generate InfoPath form template .

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