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Migrator for Notes to SharePoint 6.14 - User Guide

Table of Contents

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 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

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

Standard and advanced reports Custom reports

Importing tasks General rules for running tasks

Link Analyzer/Updater/Finalizer

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

Migrator for Notes to SharePoint Designer

Introduction Creating a new job

Selecting data sources

Creating/Editing source data definitions

Creating/Editing data targets

SharePoint SQL Server Folder

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

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

Auto Triage tab

Databases that qualify to be members of the given class can have their migration status information 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.

Table 40. Auto Triage tab
Property	Description
Automatically set Database Owner	Indicates that if a database is assigned this class, it will automatically be assigned the given database owner. To automatically assign a database owner, select the check box and select the database owner in the dropdown list box.
Automatically set Business Owner	Indicates that if a database is assigned this class, it will automatically be assigned the given business owner. To automatically assign a business owner, select the check box and select the business owner in the dropdown list box.
Automatically set Analysis Priority	Indicates that if a database is assigned this class, it will automatically be assigned the given analysis priority number. To automatically assign analysis priority, select the check box and enter the priority number in the field to the right and select the user responsible for the analysis in the Assign to dropdown list box.
Automatically set Migration Priority	Indicates that if a database is assigned this class, it will automatically be assigned the given migration priority number. To automatically assign migration priority, select the check box and enter the priority number in the field to the right and select the user responsible for the migration in the Assign to dropdown list box.
Automatically assign Design Complexity	Indicates that if a database is assigned this class, it will automatically be assigned the given design complexity number. To automatically assign complexity, select the check box and enter the complexity number in the field to the right. This is a number between 1 and 5, 5 being the most complex
Automatically set Disposition	Indicates that if a database is assigned this class, its disposition will automatically be set to the disposition that is selected in the disposition dropdown list box. To automatically assign disposition, select the check box and select the desired disposition from the dropdown list box to the right. The disposition indicates what you want to do with the database in the migration process (for example, 'Migrate to standard SharePoint targets' or 'End-of-life').

Assign Effort tab

Databases that qualify to be members of the given class can have their migration effort 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.

Table 41. Assign Effort Tab
Property	Description
Automatically assign effort estimates	If checked, the effort estimates in the below fields will be assigned to the databases of this class.
Estimates do not include effort tracked in template or similar database	If checked, the numbers entered below should not reflect the analysis, development and testing effort that is expected for the original database template (the reference database on the Class Template tab).
Analysis work	Enter a number that represents the analysis work effort.
Development of new targets	Enter a number that represents the development of new targets effort.
Development of new migration jobs	Enter a number that represents the development and content migration effort.
Provisioning and content migration	Enter a number that represents the provisioning and content migration effort
Testing and verification	Enter a number that represents the testing and verification effort.
Totals	Estimated total

Auto Target tab

Databases that qualify to be members of the given class can have their migration targets 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.

Table 42. Auto Target Tab
Property	Description
Enable automatic Target Identification for databases of this class	If checked, enter the migration target in the Base Site Url field.
Create new site for each database	If checked, select the Option button to the right in order to define the site creation options.
Assign targets for every child application	If checked, Migrator for Notes to SharePoint assigns a target to all children without generating a subsite.
Create new subsite for every child application	If checked, select the Options button to the right in order to define the subsite creation options. Note that this only applies to databases that have been identified as part of an application hierarchy using the Discover QuickPlace/Quickr Organization or Discover Domino.Doc Organization processes.
Provision Navigation Links (QuickPlace/Quickr only)	Check this if you would like to recreate the QuickPlace/Quickr room menu in the SharePoint QuickLaunch during migration. You can choose to append to the existing QuickLaunch menu at the top or bottom of the menu or to completely replace the menu. The Replace list option will delete the current QuickLaunch menu and replace it with the QuickPlace/Quickr room menu being migrated. The At the top of the list and At the bottom of the list options will delete and then add the links that contain the same names as those in the migration. This will prevent duplicate menu items.


	NOTE: While QuickPlace/Quickr rooms can have several levels of menu items in the navigation hierarchy, SharePoint can only have two levels. During provisioning of the navigation hierarchy, all levels that are lower than the second level will be flattened to the second level in SharePoint.

Site creation options

Table 43. Site creation options
Property	Description
Parent Site	Base Site Url from previous dialog box
Relative Url	Relative Url for new site/subsite. You can use the variables listed at the bottom of the dialog box to create a dynamic url. For example, if you use “{7}” in this field it will be substituted with the actual Application Name for each database you are assigning targets to. For more information, see Variable substitution rules.
New Site Url	The name of the new site will be displayed in this field taking into account the variables used in the Relative Url field.
Title	Title of the new site. You can use the variables listed at the bottom of the dialog box to create a title. For example, if you use “{0}” in this field it will be substituted with the actual Database Title for each database you are assigning targets to. For more information, see Variable substitution rules.
Site Description	Description of the new site.You can use the variables listed at the bottom of the dialog box to create a description. For example, if you use “{4}” in this field it will be substituted with the actual Technical Class for each database you are assigning targets to. For more information, see Variable substitution rules.
Site Template	SharePoint template to be used during the creation of the new site.
Inherit Parent Toolbar	If checked the new site will have the same toolbar as the parent site.
Inherit Parent Permissions	If checked the new site will have the same permissions as the parent site.
Additional Administrators	This button opens the Additional Administrators dialog box. Add users that you want defined as Administrators of the new SharePoint site. If none are added, only the user who runs the migration job will be defined as an administrator. At the bottom of the dialog box is a list of variables that can be used in any of the above text boxes. These are valid substitutions that will be used during site creation to dynamically create urls and site names.

Variable substitution rules

When SharePoint site or subsite Urls are built using this substitution, it is possible that the source text of the substitution may not conform to the restrictions required of a SharePoint site Url. If the Url does not conform to SharePoint site Url naming restrictions, then the site will not provision completely and the migration cannot succeed. To avoid this, Migrator for Notes to SharePoint modifies the site Urls to conform to the SharePoint site Url naming limitations. When a SharePoint Site Url is computed by Migrator for Notes to SharePoint, it will be modified according to the following rules in order to produce a legal site Url:

•

The following illegal characters are converted to the ‘_’ character: \+?#&*|~/%:<>”

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The following illegal whitespace characters are converted to normal spaces: Tab VTab Return Newline

•

Leading/trailing whitespaces are eliminated

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Embedded blocks of whitespace are compressed to a single space

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Embedded/trailing blocks of repeated underscore characters are compressed to a single underscore

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Leading dots and underscores are eliminated

•

%20 is converted to space character

•

Sequences of 2 or more periods are eliminated

•

Trailing periods are eliminated


	NOTE: The site name does not get altered, only the Url to the site.

For information on the replacement for the illegal characters in documents and folder names as well as SharePoint page titles, see “Configure Character Replacement List” on page 14.

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