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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

SharePoint Targets

The SharePoint Targets node allows you to navigate all available SharePoint sites and view any existing Lists and Libraries. The sites that you see here depend on your SharePoint configuration (see SharePoint tab ).

An addition to displaying your existing sites and content, Migrator for Notes to SharePoint will also indicate any planned future sites and content that you have entered into the tool. The planned sites are displayed with a green plus icon.

Based on the Migration Plan you set up, a preview of the planned SharePoint sites is displayed under the SharePoint Targets node. These planned sites may have been manually added using the Add Sub-Site action (see Add sub-site ), may have been added while specifying the Migration Targets tab for a particular database, or may have been assigned automatically based on database classes (see Auto Target tab ).

Both planned and existing sites and subsites are displayed. The sites that are planned and do not actually exist are displayed with a green plus sign icon. Each planned site has a detailed set of Plan a new SharePoint subsite that may be edited by selecting the Properties action.

Go to site

This action will launch the selected SharePoint Site.

Add sub-site

To add a planned site, select the parent site node in the tree and select the Add Sub-Site action. The Plan a new SharePoint subsite dialog box will appear. Fill the options out and select OK to save. Your planned site will show up in the tree with the green plus sign icon.

Plan a new SharePoint subsite

Table 46. SharePoint subsite
Property	Description
Parent Site	Base Site Url from selected tree node
Relative Url	Relative Url for new site/subsite.
New Site Url	The name of the new site will be displayed in this field
Title	Title of the new site.
Site Description:	Description of the new site.
Site Template:	SharePoint template to be used during the creation of the new site.
Inherit Top Link Bar	If checked, the new site will have the same top link bar as the parent site
Inherit Parent Permissions	If checked, the new site will have the same permissions as the parent site
Add to QuickLaunch	If checked, the parent's "Sites" QuickLaunch group will have a link to the newly provisioned site added.
Enable Site TreeView	If checked, the new site will have a the TreeView control enabled in the left side navigation pane. NOTE: This option can be enabled/disabled manually in SharePoint after a site is created by altering the Site Actions > Site Settings > Tree View setting.
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.

Provision planned sites

To perform the actual site provisioning of sites and subsites, select the site node that you want to start from and select the Provision Planned Sites action. Upon selecting the action to provision the site, the Subsite Provisioning Task dialog box is displayed.

This dialog box gives you the details of the sites that will be provisioned and the options that you chose for the sites. You have the option to provision the planned child subsites by checking the Provision all Child Subsites check box.

You also have the option to run this action in the background as a task. To do this, select the Run task in background check box. Once the provisioning process begins, status information is displayed in the progress bar. You can also view the detailed status of the provisioning job by viewing the corresponding task record in the Tasks view. Open the task to view the results of the process as well as any errors or warnings. For more information, see Task history.

If deselected, this action will run in the foreground with the task properties dialog box displaying progress, status and logs.

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