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Migrator for Notes to SharePoint 7.0.1 - 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 Appendix: Reference information

Saving the job

To save the job
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Click Save Job.
Validation issues can occur. A Validation Issues dialog box may appear showing the severity of the issue, the issue message, and its context. You cannot run jobs if issues are marked Critical. To edit the job, click Cancel.
If you have only errors and warnings, you can save the job. Click OK, then Save.

Customizing global options

To change the default Migrator for Notes to SharePoint options, click the Options button at the bottom of the tool or open the System Menu (at the top left corner). The Options dialog box that is displayed includes several tabs of options you can change.You can also apply different sets of settings (saved options files) for different migration jobs by selecting Options > Load Options. For more information, see Advanced configuration options.

If you are using the Migrator for Notes to SharePoint Console, the Options button is not available. You can get to the Global Options by selecting the Global Settings link in the Advanced tab of the Job Designer. All of these options can also be edited using the Advanced Configuration Options dialog box of the Console.For more information, see Advanced configuration options.

Normalizing multi-valued items to multiple documents

Notes forms implement detail records (the things that relational developers would have set up a one-many-relationship for) using multi-valued data fields arranged to look like a table, as shown below. Users would then fill in as many entries as needed, making sure that the values from each multi-valued item lined up properly.

Migrator for Notes to SharePoint can extract the multi-valued items as separate records. To do this, set the Multi-Value disposition option for the columns that you expect to contain arrays to "Normalize". This will cause Migrator for Notes to SharePoint to generate multiple SharePoint items for the values in the columns designated for Normalization.

If you also wanted "header" records you could first migrate those using a separate migration job. You could use lookup fields or some other mechanism to relate the "header" and "detail" columns. For example, Customer ID in the Contacts list could be set up as a lookup field that references the Customers list (where Customer Name and Category are also stored).

Finally, you may encounter Notes forms that list out each item in separate rows, instead of using multi-valued items. Migrator for Notes to SharePoint can handle that case as well, but you will need to do a little work with formulas to generate multi-valued items with Normalize on. For example, you could define a source data definition column with the formula "Product_1: Product_2: Product_3: Product_4" to generate a "Products" array.

Figure 9. Defining source data definition column
 
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NOTE: Documents generated in this manner will not be added to the Link Tracking database, so you cannot link to them.

Restrictions for normalization

The "Normalize" value is only added to the Multi-Value disposition option for columns if the following is true:

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The migration target is SharePoint (not SQL Server)
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The target is a custom list (not a document library, discussion, or calendar)
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The target SharePoint field is one of the types that we support for Normalization (for example, Text). This option is not available for the following field types:
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Note
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WebPartProperty and PageName
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Attachments
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DocumentSet
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File, FileName and Folder
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InfoPathDocument, WordDocument and PdfDocument
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The target field (SharePoint) is only for the primary list (that is, "AppliesTo" must be set to "PrimaryOnly" or "ContentTypes")
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The source field (Notes) is multi-valued (that is, it must be set to use the "Multi" option)
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