Migrator for Notes to SharePoint 6.16 - User Guide

Preview Data Query tab

Preview Data Query tab

9	From the Preview Data Query tab, select Test to execute the Command against live data. Any results from executing the command will be displayed in the Results dialog box.

NOTE: Binary data columns (images and attachments) and MIME columns will not be shown in the preview dialog box. Multi-valued items will always be displayed as concatenated strings. To see the details of large data items, click the item's cell and the full contents will be displayed in a dialog box.

▪	The Max Records option allows you to limit the number of Notes records to be viewed to a predetermined number.

▪	The Skip option allows you to skip the first ‘x’ number of Notes records. When used in conjunction with the "Max Records" option, you can view distinct chunks of data.

For custom fields that you have added, you can perform the following tasks by right-clicking on the column title.

▪	Remove This Field: Removes the custom field from the Source Data Definition.

▪	Go to Definition: Opens the Definition tab containing the custom field properties.

Creating/Editing data targets

Creating/Editing data targets

You can create the following data targets:

•	SharePoint

•	SQL Server

•

Folder

SharePoint

SharePoint

The "SharePoint" tab is where you select the SharePoint List that will be used as the destination for 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.

To create SharePoint data targets

1	Select the Site URL to which you will be migrating data. Navigate the SharePoint Virtual Servers, Sites, and Sub-Sites (Web Pages). Select the desired list.

 

NOTE: If you are using the Console, the target on the Migration Targets tab overrides this target in the migration job definition.

 

NOTE: If you have previously selected a Source Data Definition that typically maps to a particular SharePoint List Type, that List Type will be displayed in the Show Lists of Type field and the tree view will only display Lists of that particular type. If you want to see all types of Lists, select "<All>" in the Show Lists of Type field.

To be sure this is the correct list, you can open the SharePoint List that you have selected by clicking the Go To button. Once you have selected the desired list, click OK.

NOTE: Migrator for Notes to SharePoint is now capable of local or remote SharePoint servers. To control the mode of operation, click Options and go to the “SharePoint” tab. For details on how to configure your type of SharePoint connectivity, see Customizing Global Options. If your installation is configured to access remote SharePoint servers, the list of available sites contains information about each site's level of connectivity. You can add additional sites to the list by clicking the Sites button.

Migrator for Notes to SharePoint displays the Site URL and List Name that describe the List location. (If you prefer, you can type in the Site URL and List values instead of using the SharePoint server browser.)

Migrator for Notes to SharePoint will connect to the SharePoint server and display the List Template used in the List you selected. (If you have typed in your own Site URL and List values or have loaded them from an existing Job Definition, you may need to click Test to force this connection to occur.)

If the list does not yet exist and you want the Migrator for Notes to SharePoint migration process to create the list, you can enter {} substitution variables in the List Name field which will be used to generate the target list name. If you type ‘{‘the valid variable substitution list will appear. You can use the arrow-down key to select an entry, or click an entry with the mouse. If you type any other key, the list will disappear so you can resume typing into the field.

 

NOTE: This feature is only available when using the Migrator for Notes to SharePoint Console.

Migrator for Notes to SharePoint displays the Template used to show what type of List it is. For example, if the Template used is "Discussion Board" Migrator for Notes to SharePoint knows it is a standard SharePoint Discussion List and can deduce the fields available within and other pertinent information.

The details about what fields, are available in a particular type of List are stored in the Target Data Definition. For each List you want to migrate, you need to load (or create) a corresponding Target Data Definition.

Migrator for Notes to SharePoint contains predefined Target Data Definitions for most of the standard List Types that ship with SharePoint (Discussion, Document Library, Events). As soon as you select a List that is based on a recognized List Type, Migrator for Notes to SharePoint will ask you if you want to automatically load the corresponding Target Data Definition.

Sometimes the SharePoint List you wish to migrate has been customized or is not based on a recognized List Type. If you know what the List Type is, you can click the Target Data Definition Load button to select the appropriate Target Data Definition manually.

NOTE: If you want to generate a new SharePoint list that does not exist in the location described on the SharePoint tab, select Create SharePoint List. The new List will be based on the List Template identified in your Target Data Definition. This will allow you provision entire SharePoint lists and document libraries as part of your migration job. If you want any fields identified in your Target Data Definition but not in the destination List to be added to the list, select Add or upgrade List Fields. This will allow you to upgrade the schema SharePoint lists and document libraries as part of your migration job. If you want Migrator for Notes to SharePoint to automatically add provisioned lists or document libraries in to the Quick Launch area in the target SharePoint site, select When creating List, Add to Quick Launch. If you want Migrator for Notes to SharePoint to enable versioning to the SharePoint list, select When creating List, enable versioning. If you want to remove any items previously displayed in the destination list, select Delete Current List Items. This option may be disabled depending on how your tool Options are set. This option can cause data loss. Be sure that you really want to remove all existing documents from the list.

2	From the Target Data Definition section, select Create.

NOTE: To load an existing Target Data Definition, select Load, and select a target data definition. NOTE: To edit the currently loaded Target Data Definition, select Edit.

The Target Data Definition dialog box opens.

List Definition tab

Data Fields tab

Advanced tab

List Definition tab

List Definition tab

3	From the List Definition tab, enter a name and description for the target data definition.

4	Select a list type and template.

NOTE: Template is optional. The template specified here will be used when provisioning new lists. You may specify standard or custom templates from the target site collection

5

To allow provisioning of Content Types in the target list, select the Allow management of Content Types check box. Click the Add button to enter the Content Types that should be added to the target list. Associate a Notes Form to the Content Type in order to automatically assign the Content Type to all migrated records that are associated with the Form.