Migrator for Notes to SharePoint 6.16 - User Guide

Overview

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:

•	manage complete Job Definitions

•	set tool options

•	execute migration jobs

•	select one or more databases from the database results view

•	select the Migrate to SharePoint action to run the databases’ migration jobs

The functionality offered by the console includes:

Pre-migration assessment

•	Discover Notes Databases across all servers in all locations

•	Classify Applications according to Technical or Business attributes

•	Analyze Application Usage to identify unused applications

•	Analyze Design Complexity and deviations from standard templates

•	Analyze Data Complexity and identify content migration needs

•	Scan Notes Database scripts

Migration project management

•	Collect additional Business Analysis and Technical Analysis details

•	Track outstanding migration tasks

•	Triage what to migrate and when (Use rules-based engine and/or override manually)

•	Develop time & cost estimates (Use rules-based engine and/or override manually)

•	Design custom views, filters, and interactive reports

•	Use open data repository and optional data exports

Migration target planning

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

•	Assign target SharePoint sites, lists and libraries (Use rules-based engine and/or override manually)

•	Assign content migration jobs (Use rules-based engine and/or override manually)

•	Preview your migration plan in the context of your existing SharePoint infrastructure

•	Centrally manage migration plan, job execution, and results

Provisioning and content migration

•	Provision SharePoint Sites, Sub-sites and Member lists

•	Provision Lists, Document Libraries and InfoPath Form Libraries

•	Perform high-fidelity Content Migration (rich text, embedded elements, special Notes constructs)

•	Ensure that DocLinks continue working throughout migration process

•	Set Site/List/Item permissions to reflect Notes security settings

•	Ensure that SharePoint Workflows or SharePoint Event Receivers are disabled/removed before you begin a migration.

•	Complete all workflow processes before migrating Notes documents. There should not be any workflows in an “open” or “in process” state.

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:

 

Table 1. Contents of MMC

Pane	Description
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: • Notes Databases • Applications (databases arranged according to special application hierarchies, such as QuickPlace/Quickr site/rooms and Domino.Doc libraries/cabinets) • Classification Rules • SharePoint Targets • Reports • Task History • Tools
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: • creating a custom view. For more information, see Custom views • showing or hiding items in the menu bar • selecting and sorting columns • adding and removing columns NOTE: To see the entire list of available columns organized by category, see Results View data columns.
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

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.

To configure the Console using the wizard

1	Right-click Migrator for Notes to SharePoint in the Console tree, and select Setup Wizard.

The introductory screen of the wizard reminds you that all of the settings defined in the wizard can also be changed in the Global Options dialog box. For more information, see Advanced configuration options

2	Click Next.

3	Enter your Notes ID and password. If you are using an .INI file other than the default, select Browse to locate the file. Click Next.

NOTE: To support Notes IDs that require more than one password, enter the passwords starting with a vertical bar character, with a vertical bar character separating each password and ending with a vertical bar character. For example: |password1|password2|password3|

4	Create a new repository database or select an existing one. Click Next.

If you are creating a new repository:

a	Select the server where you want to create the repository database.

b	Enter the name of the file and Database file.

c	Click Create Repository Database.

d	Click Next.

NOTE: The Migrator for Notes to SharePoint Console uses a Notes database as its Repository in order to store data that is gathered through analysis and user input. Before using the Migrator for Notes to SharePoint Console, this database must be created using the QuestlRepository.ntf template that has been installed in your Notes data directory. Create the Repository database before running the Notes Database Discovery process.

If you have already created a repository database:

a	Select the server name and database path.

b	Click Next.

NOTE: Currently, only a local database is supported for the Repository.

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.

6	Define the Notes servers that you want scanned in the Discovery process. Add all of the servers that contain databases that you want analyzed for migration.

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.

8	Select the type of connection you will be using to migrate to SharePoint, and 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 2010, 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.

9	Select to use Windows authentication, or enter your SharePoint credentials to connect to SharePoint. Click Next.

10	Select a SharePoint site that you are migrating to, or add a new one. Click Next.

11	To save your changes, click Finish.

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

Advanced configuration options

To change the default Migrator for Notes to SharePoint options

1	Select the Migrator for Notes to SharePoint root node in the Console Tree.

2	Select Action | Advanced Configuration Options.

-OR-

Select Advanced Configuration Options in the Action Pane.

The Migrator for Notes to SharePoint Options - Default dialog box opens.

NOTE: The required subset of these options can also be defined by going through the Setup Wizard. The Wizard can be run by selecting Setup Wizard from the same Action menu item. For more information, see Console configuration using the setup wizard 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.

The dialog box contains the following tabs:

▪	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

3	Make your changes, and click Save as Default.

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.

To save your settings as an options file:

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

2	Enter a name for the options file.

3

Click OK.

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.

To apply a saved options file:

1	Select the Migrator for Notes to SharePoint root node in the Console Tree.

2	Select Action | Apply Saved Options....

-OR-

Select Apply Saved Options in the Action Pane.

The Apply Saved Options dialog box opens.

3	Select an options file from the drop down list.

4

Click OK.

General tab

General tab

Table 2. General tab

Item	Description
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. CAUTION: This may cause data loss.
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: • click a cell to enter new character. • double click a cell to edit the character. • leave the field Replace With blank to simply remove the corresponding illegal character. • click the first cell in a row and then click Remove to remove a mapping. 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. • Critical - Displays general information entries plus critical entries. • Warning - Displays same information as Critical plus warning entries. • Informational - Displays same information as Warning plus informational entries. • VerboseTrace - Displays all log entries. NOTE: You should avoid VerboseTrace unless you really need it as this can slow down large migration jobs.