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Migrator for Notes to SharePoint 7.1 - User Guide

Migrator for Notes to SharePoint Migrator for Notes to SharePoint Console
Overview Console configuration using the setup wizard Advanced configuration options Database discovery QuickPlace/Quickr discovery Domino.Doc discovery Discover directory entries Import database records Notes databases Applications Classification Rules Classification Rule Properties SharePoint Targets Scheduled tasks Reports Task history Link Analyzer/Updater/Finalizer License
Migrator for Notes to SharePoint Designer Migration jobs Appendix: Reference information

Overview

The Migrator for Notes to SharePoint Console provides a higher level view of your migration process than the Migrator for Notes to SharePoint Designer. Rather than focusing on designing and running one migration job for one Notes database, the Console looks across many databases (potentially all the databases in your organization) and helps you control the entire migration process.

If you are using the Migrator for Notes to SharePoint Console, you can:

The functionality offered by the console includes:

Extract QuickPlace®/Quickr® and Domino.Doc site hierarchies

The Migrator for Notes to SharePoint Console is available as a Microsoft Management Console (MMC) 3 Snap-In. MMC is a standard interface for all dialog box management tools and can run as a stand-alone tool or inside a console that includes multiple tools.

The Console consists of three dialog box panes:

 

Console Tree
(left pane)

Allows a user to navigate to a particular set of functionality and ultimately to a set of objects to work on.

The top level tree nodes are:

Results View
(middle pane)

Contains a detailed view appropriate to the item currently selected in the Console Tree. This can be a list of child nodes, a detailed list of selected items such as database records, or a report. You can perform various actions on the items depending on what type of node is selected. You can view details about one particular node in the Property Sheet.

You can customize the results view by:

Action
(right pane)

Consists of a list of actions that can be performed to either the entire result set or the selected items in the result set. The type of actions available depends on what type of result set is displayed.

If the Action Pane is not visible, enable it by selecting View | Customize and checking the "Action Pane" option, or selecting the Show/Hide Action Pane button on the console toolbar.

Console configuration using the setup wizard

The Setup Wizard can be used to perform the initial steps required to properly configure Migrator for Notes to SharePoint Console including setting up Notes and SharePoint access and creating the Migrator for Notes to SharePoint Repository database.

The Wizard is automatically launched the first time you open the Migrator for Notes to SharePoint Console. It can also be accessed directly from the Console.

2
Click Next.
c
Click Create Repository Database.
d
Click Next.
b
Click Next.
5
If you want to select a database discovery type, select a scan type. Else, select I don’t want to discover databases at this time. Click Next.
To edit an existing server, select the server in the server listing dialog box and click Edit. To delete an existing server, select the server in the server listing dialog box and click Delete. To add a Notes server, click Add and the Define Scan Location dialog box will appear. Enter the Notes Server and Path and click OK.
7
Define the Notes users you want to exclude from your Notes database analysis. You can add your own Notes name using the Add Yourself button as well as all known servers using the Add Known Servers button. Click Next.
To migrate to a remote SharePoint server running the Quest Import Service, select “I want to migrate to SharePoint servers using the Quest Import Service”.
To migrate to a remote SharePoint 2013, 2016 or 2019 server using the SharePoint web services, select “I want to migrate to SharePoint sites using:” first, and then select “SharePoint web services (Classic Mode Authentication)” or “SharePoint web services (Forms Based Authentication)” from the dropdown list according to your actual authentication method.
To migrate to Office 365 SharePoint sites using Microsoft's Windows Identity Foundation, select “I want to migrate to SharePoint sites using:” first, and then select “SharePoint web services (Office 365 Authentication)” from the dropdown list.
If you do not want to run the Notes Database Discovery process at the time you click Finish, clear the Discover my databases now check box before you click Finish.

Advanced configuration options

2
Select Action | Advanced Configuration Options.
Select Advanced Configuration Options in the Action Pane.
The Migrator for Notes to SharePoint Options - Default dialog box opens.
NOTE: Many of the options displayed here are also found in the Designer client’s Customizing global options . As these options are stored in a single place, any changes made in one client will impact the other client.

You can also save your settings for the options as an options file so that you can apply different sets of settings for different migration jobs without changing the default Migrator for Notes to SharePoint options.

1
In the General tab, select Save as Default > Save as....
The Save as Options File dialog box opens.
3

To delete an options file, click the link Manage Options List on the dialog box, and select one or more existing options files in the list to delete. Note that the currently applied options file cannot be deleted.

2
Select Action | Apply Saved Options....
Select Apply Saved Options in the Action Pane.
The Apply Saved Options dialog box opens.
4

General tab

Table 2. General tab

Jobs Path

This is the folder where Migrator for Notes to SharePoint stores external migration job definition files. This will be the default location for importing jobs into and exporting out of the Migrator for Notes to SharePoint Console. By default, this is set to a sub-folder of your Migrator for Notes to SharePoint program folder, but you can change this to be any folder you want.

Default Definitions Path

This is the folder where Migrator for Notes to SharePoint stores all predefined Source Data Definitions and Target Data Definitions. By default, this is set to a sub-folder of your Migrator for Notes to SharePoint program folder, but you can change this to be any folder you want. For example, you may have a shared location on your network where Definitions for all the custom templates in your organization are stored.

Log File Path

This is the folder where Migrator for Notes to SharePoint stores external log files. This will be the default location for exporting log files out of the Migrator for Notes to SharePoint Console. By default, this is set to a sub-folder of your Migrator for Notes to SharePoint ProgramData folder, but you can change this to be any folder you want.

Allow Deletion of SharePoint records

Select this check box to allow Migrator for Notes to SharePoint to delete the target record when migrating the same record. This can be fine tuned at the migration job level using the If Duplicate Found option.

Configure Character Replacement List

Illegal characters are removed from documents and folder names as well as SharePoint page titles.

Clicking the link opens a dialog box where you can set mappings between the illegal characters and the characters used to replace with. You can:

leave the field Replace With blank to simply remove the corresponding illegal character.

The default replacement character is the underscore “_” which is used to replace the illegal characters not mentioned in the list.

On errors handling all tasks

These check boxes indicate how you want to handle migration errors. To prompt the user with the migration error, select the Prompt user check box. To log the error and continue with the migration, select the Log and continue check box. These two options are not mutually exclusive.

Max Log Level

This is the level of logging that you want to be recorded when running migration jobs and other tasks. There are four levels of logging to choose from.

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