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Migrator for Notes to SharePoint 7.2 - 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 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

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

Appendix: Reference information

Notes connection string reference

Parameters

Command line options Connecting the Console to alternate Repository database Notes source data definition file format QuickPlace/Quickr source data definition file format Domino.Doc data definition file format Target data definition file format Job definition file format Results View data columns Migrator for Notes to SharePoint reporting data tables

DbReportTable TasksReportTable DbTasksReportTable DbUserAclsReportTable DbUserActivityReportTable DbJobReportTable DbDesignElementReportTable DbDesignElementDifferencesReportTable DbAnalysisByAuthorReportTable DbAnalysisByFormsReportTable

QuickPlace/Quickr source data definition file format

Migrator for Notes to SharePoint QuickPlace/Quickr mode stores Source Data Definitions as simple XML files (with a default extension of .QPSRC). You can edit these files using XML editors and even plain text editors. In addition, you can easily distribute them to other users.

By default, Data Definitions live in the DataDefinitions sub directory of your Migrator for Notes to SharePoint program directory, but you can change this location if you want to. See Customizing global options for more details.

Here is an example of a Source Data Definition file:

<?xml version="1.0" encoding="utf-8"?>

<SourceDefinition xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" Type="QuickPlace" Name="QP Pages" Description="Standard QP Pages" Templates="MeetingRoom" ListTypes="Custom List; Generic List">

<QuerySpec xsi:type="QuickplaceQuerySpec">

<IncludePages>true</IncludePages>

<IncludeFiles>true</IncludeFiles>

<IncludeLinks>true</IncludeLinks>

<ExcludeForms />

<Column ColumnType="Item" Value="c_ProjectName" Alias="ProjectName" ReturnType="String" />

<Column ColumnType="Formula" Value="@Uppercase(c_Serialnumber)" Alias="SerialNumber" ReturnType="String" />

</SourceDefinition>

Domino.Doc data definition file format

Migrator for Notes to SharePoint Domino.Doc mode stores Source Data Definitions as simple XML files (with a default extension of .DDSRC). You can edit these files using XML editors and even plain text editors. In addition, you can easily distribute them to other users.

By default, Data Definitions live in the DataDefinitions sub directory of your Migrator for Notes to SharePoint program directory, but you can change this location if you want to. See Customizing global options for more details.

Here is an example of a Source Data Definition file:

<?xml version="1.0" encoding="utf-8"?>

<SourceDefinition xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" Type="DominoDoc" Name="Default Cabinet" Description="Standard Domino.Doc File Cabinet" Templates="DominoDocFileCabinet" ListTypes="Document Library">

<QuerySpec xsi:type="DomdocQuerySpec" BinderId="" SelectionFormula="">

<IncludeMajorVersions>true</IncludeMajorVersions>

<IncludeCurrentVersions>false</IncludeCurrentVersions>

<Column ColumnType="Item" Value="Business_Unit" ReturnType="String" />

<Column ColumnType="Item" Value="Marketing_Manager" ReturnType="String" />

</SourceDefinition>

Target data definition file format

Migrator for Notes to SharePoint stores Target Data Definitions as simple XML files (with a default extension of .PMTRG). You can edit these files using XML editors and even plain text editors. In addition, you can easily distribute them to other users.

By default, Data Definitions live in the DataDefinitions sub directory of your Migrator for Notes to SharePoint program directory, but you can change this location if you want to. See Customizing global options for more details.

Here is an example of a Target Data Definition file:

<?xml version="1.0" encoding="utf-8"?>

<SharePointTargetDefinition xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" Name="Discussion" Description="Standard SharePoint Discussion" Templates="Discussion Board; General Discussion">

<IsDocLib>false</IsDocLib>

<IsDiscussion>true</IsDiscussion>

<AllowAttachments>true</AllowAttachments>

<Field Name="Title" Type="Text" NotesItems="Subject; Title" />

<Field Name="Body" Type="Note" NotesItems="Buddhism; Body Text; Body” />

<Field Name=”Attachments1” Telephotographic” NotesItems=”BodyAttachments; Attachment; Attachments" />

<Field Name="Attachments2" Type="Attachments" NotesItems="BodyImages" />

<Field Name="Attachments3" Type="Attachments" NotesItems="BodyEmbeddedObjects" />

</SharePointTargetDefinition>

Job definition file format

Migrator for Notes to SharePoint stores Job Definitions as simple XML files (with a default extension of .PMJOB .QPJOB or .DDJOB). You can edit these files using XML editors and even plain text editors. In addition, you can easily distribute them to other users.

By default, Job definitions live in the Data Definitions sub directory of your Migrator for Notes to SharePoint program directory, but you can change this location if you want to. See Customizing global options for more details.

Here is an example of a Job Definition file. Notice that Job Definitions contain complete Source Data Definitions and Target Data Definitions:

<?xml version="1.0" encoding="utf-8"?>

<TransferJob xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" Name="" Description="" Version="4.0.0.0">

<QuerySource xsi:type="NotesQuerySource">

<ConnectionString>server='local'; database='OnDemandTechNotes.nsf'; zone=utc</ConnectionString>

<SourceDefinition Name="Document Library" Description="Standard Notes Document Library" Templates="StdR6WebDocLib; StdR50WebDocLib" ListTypes="Document Library">

<QuerySpec xsi:type="NotesQuerySpec">

<Column ColumnType="Item" Value="Categories" Alias="Category" ReturnType="String" Option="Multi" />

<Column ColumnType="Item" Value="Date" ReturnType="Date" />

<Column ColumnType="Item" Value="DocType" ReturnType="String" />

<Column ColumnType="Item" Value="ExpireDate" ReturnType="Date" />

<Column ColumnType="Item" Value="From" ReturnType="String" />

<Column ColumnType="Item" Value="MainID" ReturnType="String" />

<Column ColumnType="Item" Value="ReviewerList" ReturnType="String" Option="Multi" />

<Column ColumnType="Item" Value="ReviewerLog" ReturnType="String" />

<Column ColumnType="Item" Value="ReviewTime" ReturnType="Number" />

<Column ColumnType="Item" Value="ReviewType" ReturnType="String" />

<Column ColumnType="Item" Value="Status" Alias="StatusCode" ReturnType="Number" />

<Column ColumnType="Formula" Value="@If(Status=1;'Submitted';Status=2;'In Review';Status=3;'Approved';'')" Alias="Status" ReturnType="String" />

<Column ColumnType="Item" Value="Subject" ReturnType="String" />

<Column ColumnType="Item" Value="Body" Alias="BodyText" ReturnType="String" />

<Column ColumnType="RichText" Value="Body" Alias="BodyHtml" Option="Html" />

<Column ColumnType="RichText" Value="Body" Alias="BodyMime" Option="Mime" />

<Column ColumnType="Attachment" Value="Body" Alias="BodyAttachments" Option="Multi" />

<Column ColumnType="Image" Value="Body" Alias="BodyImages" Option="Multi" />

</SourceDefinition>

<SharePointConnection>

<Site>http://bunting</Site>

<List>Tech Notes</List>

</SharePointConnection>

<SharePointTargetDefinition Name="Samples 101" Description="Definition for Samples 101" Templates="Custom List">

<IsDocLib>false</IsDocLib>

<IsDiscussion>false</IsDiscussion>

<IsEvents>false</IsEvents>

<AllowAttachments>true</AllowAttachments>

<Field Name="Title" Type="Text" NotesItems="Title;Subject" />

<Field Name="Category" Type="Text" NotesItems="Category" />

<Field Name="Body" Type="Note" NotesItems="BodyHtml" />

<Field Name="DocType" Type="Text" NotesItems="DocType" />

<Field Name="Attachments1" Type="Attachments" NotesItems="BodyAttachments" />

<Field Name="Attachments2" Type="Attachments" NotesItems="BodyImages" />

</SharePointTargetDefinition>

<AutoCreateList>true</AutoCreateList>

<AddListToQuickLaunch>true</AddListToQuickLaunch>

<AutoCreateFields>true</AutoCreateFields>

<PreserveIdentities>true</PreserveIdentities>

<QueryOptions xsi:type="NotesRuntimeQueryOptions">

<DeleteMigratedDocuments>false</DeleteMigratedDocuments>

<ExtractRecurrencePatterns>false</ExtractRecurrencePatterns>

<ExtractDocSecurity>false</ExtractDocSecurity>

</QueryOptions>

<UserMappingOptions>

<MappingFailureSubstitution>CurrentIdentity</MappingFailureSubstitution>

</UserMappingOptions>

<LinkConversionOptions />

<SecurityMapping Enabled="false">

<AccessLevelMappings>

<AccessLevelMapping NotesAccessLevel="Reader" SharePointPermissionLevel="Read" />

<AccessLevelMapping NotesAccessLevel="Author" SharePointPermissionLevel="Read" />

<AccessLevelMapping NotesAccessLevel="Editor" SharePointPermissionLevel="Contribute" />

<AccessLevelMapping NotesAccessLevel="Designer" SharePointPermissionLevel="Design" />

<AccessLevelMapping NotesAccessLevel="Manager" SharePointPermissionLevel="Full Control" />

<AccessLevelMapping NotesAccessLevel="Can Create" SharePointPermissionLevel="" />

<AccessLevelMapping NotesAccessLevel="Can Delete" SharePointPermissionLevel="" />

</AccessLevelMappings>

<MapACLUsers>false</MapACLUsers>

<MapACLGroups>false</MapACLGroups>

<MapACLRoles />

</SecurityMapping>

<Mapping Destination="Title" SourceValue="Subject" />

<Mapping Destination="Body" SourceValue="BodyHtml" />

<Mapping Destination="Category" SourceValue="Category" />

<Mapping Destination="DocType" SourceValue="DocType" />

<Mapping Destination="Attachments2" SourceValue="BodyImages" />

<Mapping Destination="Attachments1" SourceValue="BodyAttachments" />

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