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Migrator for Notes to SharePoint 7.4 - 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

Migration Jobs tab

Databases that qualify to be members of the given class can have their migration jobs automatically set using the information defined in this tab. To do this, you must run the Apply class rules action for the databases once this tab is filled out.

Enable automatic Migration Job Assignment for databases of this class

If this is checked, assign which migration jobs will be used and any permissions

ACL Entry Mapping and SharePoint Group Provisioning

Allows you to map ACLs to SharePoint site members and permissions at the site level as well as generate SharePoint Groups from Notes Roles and Groups.

Content Migration Jobs

Allows you to add the migration jobs that you want each database of this class to use. The migration jobs that are defined for this class appear in the Content Migration Jobs list. To create a new job for this class, click New. To import an existing job definition, click Import. To edit an existing job, select the job from the list and click Edit. To delete an existing job, select a job from the list and click Delete. To export the job definition in order to re-use it for other classification rules or database migrations, select the job from the list and click Export. This will export the job to a pmjob file.

To update the target list name for a migration job, select the job from the list and click Target. The ‘Select a target list’ dialog box will appear. When entering the target list, variable substitution can be used, as shown by the helper box in the dialog box. For more information, see Variable substitution rules.

Click Select... to launch the Migrator for Notes to SharePoint's SharePoint List browser and select the desired List. The Select... button is only enabled if in the Auto Target tab, Enable Automatic Target Identification is checked, the base site URL is not empty, and the two “Create new...” check boxes are not checked. If the Select... button is disabled, you can still type in a list name.

For detailed information on defining a migration job using the Job Designer, see Migrator for Notes to SharePoint Designer .

Content Types tab

This tab allows you to define and provision SharePoint Content Types for a SharePoint Site.

You can add Content Type definitions to be provisioned in many ways.

New: Define from scratch a Content Type.
Import: Allows you to add a Content Type definition from a previously exported Content Type definition file.
From Notes Form: Create a Content Type definition based on a Notes Form.
From Migration Jobs: Allows you to take the fields in the target data definition of a migration job and use them in a Content Type definition.
From Existing List: Allows you to take a SharePoint List and turn it into a Content Type definition.
From Existing Content Types: Create a Content Type definition based on an existing Content Type.

To edit a Content Type definition, select it in the list and click Edit.

To delete a Content Type definition, select it in the list and click Delete.

To provision the list of Content Types shown in the tab, click Provision.

Content Type tab

Specify the SharePoint site where you would like this Content Type to be created.

Name

Name of Content Type

Description

Enter a long description of Content Type. This is optional.

Content Type Group

Enter the Group that this Content Type should be associated with. Use the Select button to choose from the Content Type Groups already defined in the target site. If the Content Type Group you enter does not exist in the target site during provisioning, the Content Type Group will be created in the site.

Parent Content Type:

Enter the Parent Content Type for this Content Type. Use the Select button to choose from the Parent Content Types already defined in the target site. The Parent Content Type you enter must already exist in the target site during provisioning.

Associated Forms

Select a Notes Form that is associated to this Content Type.

Current Status

: The status of the Content Type automatically updates to indicate the current state.

Site Columns tab

This tab allows you to define the columns for the Content Type. Any site columns that do not already exist in the target site will be created during the provisioning of the Content Type. Then the new or existing site columns will be added to the target content type.

If a Content Type column already exists with the same name and has the same properties, Migrator for Notes to SharePoint will use it rather than creating a new one.

If a Content Type column already exists with the same name and has minor differences in properties, Migrator for Notes to SharePoint will use it and a warning will be issued.

If a Content Type column already exists with the same name but the Type is different, an exception will be issued.

If a Content Type column does not exist, but a Site column with the same name, type and properties already exists, Migrator for Notes to SharePoint will add it to the Content Type definition.

If the column has Is Title Field set to true, the current Title column will be renamed in the Content Type definition.

If a Site column already exists on the target site that has the same name but the Type is different, Migrator for Notes to SharePoint will create a new Site column and add it to the Content Type definition.

Otherwise a new Site column will be created and it will be added to the Content Type definition as well.

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