Migrator for Notes to SharePoint 6.16 - User Guide

Migrator for Notes to SharePoint Designer

•	Introduction

•	Creating a new job

•	Customizing global options

•	Normalizing multi-valued items to multiple documents

•	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

•	Direct folder migration

•	Migrating to SharePoint publishing pages

Introduction

Introduction

The Migrator for Notes to SharePoint Designer allows you to manage complete Job Definitions, set tool options, and execute migration jobs.

NOTE: Certain functions will be disabled if you are running on a computer that does not have Notes installed or if you did not select the Notes Support option during installation. See the “Installation Requirements” section of the Migrator for Notes to SharePoint Installation Guide for more details.

It includes the following tabs:

Table 53. Designer tabs

Tab	Description
Notes®/ QuickPlace®/Quickr® Domino.Doc® Data Source	The data source tab is where you select the Lotus Notes® databases, QuickPlace sites, Quickr sites, or Domino.Doc libraries you want to migrate data from. It is also where you select (or create) Data Source Definition files that describe the details of how data should be selected from these data sources and how it should be converted. A different set of options will appear depending on whether you are running Migrator for Notes to SharePoint in Notes, QuickPlace, Quickr, or Domino.Doc mode. To change modes, select the desired mode from the Type dropdown in the upper right hand corner of the tab. For more information, see Selecting data sources
SharePoint® Data Target	The "SharePoint" tab is where you select the SharePoint List that will be used as the destination of data to be migrated. It is also where you select (or create) a Data Target Definition file that describes how data should be written to this list.
SQL Server® Data Target	This is where you select the target SQL Server database and tables that will be the destination of migrated data. It is also where you select (or create) a Data Target Definition file that describes how data should be written to this database. NOTE: This data target becomes available when you select Enable migration directly to SQL Server tables check box in the SQL Server tab from Migrator for Notes to SharePoint Options dialog box. For more information, see SQL Server tab
Folder Data Target	The Folder tab allows you to migrate the data to a target folder. The following document types are supported for migration: • Microsoft Word (.docx) • PDF and PDF/A • Mail Messages (.msg) • HTML pages (.html)
Map Data	The "Map Data" tab is where you describe how the Notes fields in your Data Source Definition map to the SharePoint fields in your Data Target Definition. In most cases, the "Auto Map" function will do the mappings for you, but you can also override the defaults. Other general options that affect the migration process are available on this tab
Advanced Job Options	The "Advanced" tab contains additional settings for controlling user mapping, security mapping and DocLink conversion functions

Creating a new job

Creating a new job

To create a new job, you must complete the following:

•	Selecting data sources

•	Creating/Editing data targets

•	Mapping data

•	Setting up user mapping and security mapping

•	Saving the job

NOTE: To load an existing job 1 Click Load Job. 2 Select a transfer job. 3 Click Open.

Selecting data sources

Selecting data sources

To manage your data source

1	Select the data source value in the Type dropdown.

2	Select a Connection String. Select the database that will be used as the source of data. You can do this by:

▪	using drag-and-drop. Select a Notes database (NSF file) in Windows Explorer and drag it onto the Migrator for Notes to SharePoint user interface.

▪	using Migrator for Notes to SharePoint's Notes database browser. Click Select and select the desired local or server database.

To be sure this is the database to which you want to connect, click Go To Database to open the database that you have selected. If you wish to type in this connection string directly, See “Notes connection string reference” on page 129. If you have typed in your own connection string or have loaded it from an existing Job Definition, you may need to click the Test button to force this connection to occur.

A title for the Notes database or Quickr/QuickPlace/Domino server (depending on the type selected) is automatically entered.

The Template used field is automatically entered. It shows the name of the Notes design template that was originally used as the basis for creating that particular Notes application. This is a key piece of information that Migrator for Notes to SharePoint uses to recognize what type of Notes application it is. For example if the Template used is "StdR6WebDocLib", the Migrator for Notes to SharePoint knows it is a standard Notes version 6 Document Library and can deduce the forms, views, items available.

3	Create a source data definition. For more information, see Creating/Editing source data definitions

4	From the Source Records section, configure the following:

▪	Max Records - allows you to limit the number of Notes records to be migrated to a predetermined number. If you are running Migrator for Notes to SharePoint with a trial license, your migrations will be automatically limited to 10 records

▪	Skip - allows you to skip a number of Notes records before starting migration. When used in conjunction with the "Max Records" option, you can migrate data in distinct chunks.

▪

Delete Source Documents when migrated - causes Notes documents to be deleted upon successful migration of that document. This option is primarily useful in scenarios where you want documents to be migrated as they are added to the database (for example a mail-in database). This option may be disabled depending on how your tool Options are set.

This option may cause data loss. Be sure that your Job Definition extracts all the data you will ever want out of the Notes documents.

This option is only available when you select a Notes from the Type dropdown.