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Migrator for Notes to SharePoint 6.16 - 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

Data Fields tab

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Data Fields tab

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From the Data Fields tab, click Load from SharePoint List. This will automatically create Field definitions for all the writable fields found in the SharePoint List you selected. Similarly, the Load From Source Fields button will automatically create Field definitions for all the columns in your Source data definition.
NOTE: If you select Managed Metadata as target type, ensure you add the terms to the termset bound to the column, or you set Adding Missing Terms to Term Store to True so the content in source field can be migrated to the target column.

You can also add (or modify) fields one at a time by clicking Add (or selecting an item in the list on the left of the page) and then editing the properties in the dialog box on the right of the page.

When Document is selected as the Target Type for the Doc field, you can decide how the buttons in Notes will be rendered as in the target document by the Button Style option:

Text: Buttons will be rendered as texts.
IconOrButton: Buttons will be rendered as not-clickable icons, or buttons (for PDF document only).

Advanced tab

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Advanced tab

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Define a view. From the Advanced tab, click New. The Edit a SharePoint view dialog box allows you to define the SharePoint view. Only Standard SharePoint views can be defined. Migrator for Notes to SharePoint does not create other view types like datasheets or calendar views. This editor has all the same view definition properties as the view editor in SharePoint except it does not contain any mobile settings.
The “Filter” tab is where you define a filter. This is optional. Select the radio button Show items only when the following is true to define your filter. Select the field and its criteria for the filter. By selecting the Show more columns link, you can add additional criteria to your filter.
All fields have None and Count
Integer, Currency and Number fields also have Average, Maximum, Minimum, Sum, Standard Deviation, and Variance
DateTime fields have Average, Maximum, and Minimum

You can import a Notes view.

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Select the view - Select the Notes view that you wish to migrate to SharePoint. The name of the SharePoint view defaults to the Notes view name. If the Notes view is the default for that database, the Make this the default view check box is checked. If the view already exists in the Migrator for Notes to SharePoint target definition Views list, then another check box appears in red, asking you if you wish to overwrite the view. The Next button is disabled until you either change this view’s name or you check the overwrite box.
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View columns - You can decide to manually map a Notes existing column, define a new data column (which will be added to your migration job), or specify a formula for a new computed column in SharePoint. For each column in the Notes view, an entry appears in the column list. The Notes view column is labeled “(Untitled x)” if it has no title. Below the column name is a description of the view’s details: sorting (ascending/descending), categorized, hidden or response-only. Each column has the following migration options:

When you click Next, some validation will occur: a migrated column must have a name, new Calculated fields must have a formula, field names cannot be duplicated, and new fields cannot duplicate those in the target definition. Next to the formula box for new fields there is an Edit button which will launch the Formula Editor. In the Formula Editor, you can edit your formula with built-in code fragments, or create custom formulas.

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Grouping, Sorting and Totals - The SharePoint settings default to the options based on the Notes view settings, as follows:
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View Selection Formula - recreate your selection formula in the SharePoint filter editor by first selecting the Show items only when the following is true radio button. Select the field and its criteria for the filter. By selecting the Show more columns link, you can add additional criteria to your filter.
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View Migration Complete- launch the completed view in the view editor to fine-tune details not available in the wizard. Your view definition has been created and added to the migration job. The migration job needs to be saved for the view definition to be saved.
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Select the Migrate attachment icons as image files check box to allow the original attachment icons in Notes to appear in SharePoint.

This feature only writes new SharePoint folders; it will not update existing ones with the same name.

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Select the Migrate document fields to custom properties check box to migrate any document properties in the PDF to SharePoint. This is selected by default.

The Views list contain all the views that will be created in the SharePoint target, similar to fields, during the provisioning part of the migration job.

The buttons at the bottom of the list are for importing view definitions from Notes, editing view definitions, creating new and deleting existing view definitions from the list.

If the If view already exists in SharePoint, overwrite its configuration check box is checked, the view definition in SharePoint will be overwritten. Otherwise a pre-existing view will not be changed.

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You are returned to the SharePoint tab.

Write new item - Do not check for duplicates and simply write a new SharePoint record for each Notes document encountered. This is the fastest option if you expect duplicates to be rare. If you are migrating QuickPlace or Domino.Doc versions, each version of a document will be created as a new SharePoint record.
Replace existing item - If a duplicate record is encountered, delete the prior SharePoint version and then migrate the document again.
Create new version (if modified) - If a duplicate record is encountered and the Notes document has been modified since it was previously migrated, the new document will be created as a new version of the old document. If the SharePoint list or library does not support versioning, then the document will be migrated as a separate record. Use this option to create corresponding versions of a SharePoint record for each version of the document in QuickPlace or Domino.Doc when you are migrating multiple versions. If you are migrating to a list that is already created, enable SharePoint version control.
Skip item - If a duplicate record is encountered, then ignore the Notes document.
Update existing item (mapped fields) - If a duplicate record is encountered, update the mapped fields of the item.
NOTE: To update the document content, your field mapping must include BodyHtml, BodyAttachments, BodyEmbeddedObjects, and BodyImages.
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If you want to save a new or modified Target Data Definition, click Save in the Target Data Definition area. Enter a new file name that reflects the change. (For example, if you have changed the Document page size to A4, a good name would be WordA4.pmtrg.). Then click Save.

SQL Server

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SQL Server

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.

To create SQL Server data targets

The Target Data Definition dialog box opens.

List Definition tab

Data Fields tab

List Definition tab

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List Definition tab

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if you want to generate a new table that does not exist in the SQL database described on the SQL Server tab, select Create Tables. The new table will be based on the Data Fields in your Target Data Definition. The Add Table Fields checkbox is automatically selected as you select Create Tables.
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select the Migrate attachment icons as image files check box to allow the original attachment icons in Notes to appear in SharePoint.
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