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• Migrator for Notes to SharePoint 6.16
• Migrator for Notes to SharePoint 6.16 - User Guide

Migrator for Notes to SharePoint 6.16 - 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 Advanced Options tab Permission Mapping tab Group Assignment tab

Content Types

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

Reports

Standard and advanced reports Custom reports

Task history

Importing tasks General rules for running tasks

Link Analyzer/Updater/Finalizer

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

License

Migrator for Notes to SharePoint Designer

Introduction Creating a new job

Selecting data sources

Creating/Editing source data definitions Definition tab Record Selection tab/Document Selection tab Data Fields tab Preview Data Query tab

Creating/Editing data targets

SharePoint List Definition tab Data Fields tab Advanced tab SQL Server List Definition tab Data Fields tab Folder Folder Definition tab Data Fields tab

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

Migration jobs

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

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Normalizing multi-valued items to multiple documents

Migrator for Notes to SharePoint Designer > Normalizing multi-valued items to multiple documents

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Normalizing multi-valued items to multiple documents

Notes forms implement detail records (the things that relational developers would have set up a one-many-relationship for) using multi-valued data fields arranged to look like a table, as shown below. Users would then fill in as many entries as needed, making sure that the values from each multi-valued item lined up properly.

Migrator for Notes to SharePoint can extract the multi-valued items as separate records. To do this, set the Multi-Value disposition option for the columns that you expect to contain arrays to "Normalize". This will cause Migrator for Notes to SharePoint to generate multiple SharePoint items for the values in the columns designated for Normalization.

If you also wanted "header" records you could first migrate those using a separate migration job. You could use lookup fields or some other mechanism to relate the "header" and "detail" columns. For example, Customer ID in the Contacts list could be set up as a lookup field that references the Customers list (where Customer Name and Category are also stored).

Finally, you may encounter Notes forms that list out each item in separate rows, instead of using multi-valued items. Migrator for Notes to SharePoint can handle that case as well, but you will need to do a little work with formulas to generate multi-valued items with Normalize on. For example, you could define a source data definition column with the formula "Product_1: Product_2: Product_3: Product_4" to generate a "Products" array.

Figure 9. Defining source data definition column

 

NOTE: Documents generated in this manner will not be added to the Link Tracking database, so you cannot link to them.

Restrictions for normalization

Migrator for Notes to SharePoint Designer > Normalizing multi-valued items to multiple documents > Restrictions for normalization

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Restrictions for normalization

The "Normalize" value is only added to the Multi-Value disposition option for columns if the following is true:

•	The migration target is SharePoint (not SQL Server)

•	The target is a custom list (not a document library, discussion, or calendar)

•	The target SharePoint field is one of the types that we support for Normalization (for example, Text). This option is not available for the following field types:

▪

Note

▪	WebPartProperty and PageName

▪	Attachments

▪	DocumentSet

▪	File, FileName and Folder

▪	InfoPathDocument, WordDocument and PdfDocument

•	The target field (SharePoint) is only for the primary list (that is, "AppliesTo" must be set to "PrimaryOnly" or "ContentTypes")

•	The source field (Notes) is multi-valued (that is, it must be set to use the "Multi" option)

Generating links to SQL records

Migrator for Notes to SharePoint Designer > Generating links to SQL records

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Generating links to SQL records

This section of the Advanced tab is for a SQL Server data target definition. If all the images and attachments are going to be stored in a separate table, you can control how the migrated rich text field refers to them by using this option. Here you can specify how links to images, attachments and even other documents should be formatted in the migrated rich text. This feature is optional, and only makes sense if you have designed a web application to display the images and attachment files in response to a web request.

Generating XML documents

Migrator for Notes to SharePoint Designer > Generating XML documents

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Generating XML documents

Migrator for Notes to SharePoint Document Generation feature allows you to generate XML documents and ASPX pages from Notes documents. This is accomplished by substituting elements in a "template" XML document that you provide with values derived from each Notes document being migrated. All the powerful data extraction capabilities of Migrator for Notes to SharePoint will be available here, including rich-text, attachments, dynamic @formulas for data conversion, multi-valued item handling, author name and access control mapping, versioning, and much more. The resulting generated XML documents can be saved into SharePoint as Document Library files, Form Library documents, List Item fields or Web Part Pages.

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