Migrator for Notes to SharePoint 7.4 - User Guide

General rules for running tasks

When running any task, the user has the option to run the task in the background. If the user does not choose this option, the task will run in the foreground. The Task Management dialog box will be displayed.

You can view your task process and, if the task is a sequence, the progress of all the sub tasks.

Click the Cancel button to stop the task. If there is a recoverable error the task will pause and wait for you to cancel or resume. If you click Hide, the dialog will close but the task will keep running in the background. You can go to the Task History View to open it again.

If the user chooses to run the task in the background, you can view the task and its status in the Task History View. You can open the Task Management dialog box for the task by selecting it in the view and double clicking.

Link Analyzer/Updater/Finalizer

The Tools node contains the Link Analyzer/Updater/Finalizer child node which allows you to manage your Link Tracking database.

The Link Tracking Service (LTS) component ensures that Notes DocLinks continue to work before, during and after the migration process, regardless of the order of document migration. The service maintains a record of every document that is ever migrated and guarantees that users clicking on an intra-document link will always be able to find the current location of the document. Users can view a Link Tracking information page first, or simply be redirected to the desired page in Notes or SharePoint.

As each document is migrated to SharePoint, its new location is tracked in a SQL Server database called the LTS database. This database is created when you first install Migrator for Notes to SharePoint Services.

When migrating Notes rich text fields that contain DocLinks to other Notes documents, these DocLinks are converted to URL links to a Link Tracking service that knows how to resolve them. If a SharePoint user clicks on a link to a document that has not been migrated yet, they will be redirected to the appropriate document in the Notes client. If the user clicks on that same link after the document is migrated, they will be redirected to the new copy of the document in SharePoint (which might be a list item, a document library file, or even an InfoPath form).

NOTE: If you do not want to connect your production SharePoint environment to our Link Tracking database, you can use the client side Link Tracking where Link Tracking is performed by the Migrator for Notes to SharePoint Console or Designer rather than by the Migrator for Notes to SharePoint Service. You will need to configure Link Tracking using the Link Tracking tab of the Global Options dialog box of the Migrator for Notes to SharePoint client.

Documents can be added to the Link Tracking Service whether the migration is accomplished through the Import Service or by using Migrator for Notes to SharePoint products in “local” mode (running the tool directly on the SharePoint server).

If, after your migrations, you move your SharePoint site to another server or location, you can update the links in the LTS database using the Link Tracking Finalizer/Updater. If you have relocated the LTS redirector page, the Link Tracking Finalizer/Updater can also update all documents that have links to the LTS redirector page in order to look for that page in the new location. If you would like to remove the Link Tracking Service completely after the migration is done, the Link Tracking Finalizer/Updater can finalize the links to allow for its removal

The Link Tracking database can be configured and managed on the SharePoint server as a Migrator for Notes to SharePoint Service or in the client using this node of the Console. From this node, you can configure Migrator for Notes to SharePoint to use the client rather than the server to manage the Link Tracking database.

NOTE: To configure Migrator for Notes to SharePoint to use the SharePoint server for Link Tracking management, see the Configuring the Link Tracking Service section of the Migrator for Notes to SharePoint Installation Guide. If the SharePoint server is used, it will need the ability to connect and update the Migrator for Notes to SharePoint Link Tracking database.

Overview tab

From the Overview tab, the status of the client managed Link Tracking is indicated. If the client managed Link Tracking has not been turned on, it will be indicated. To configure client managed Link Tracking, click the Change Settings link. This will open the Link Tracking tab of the Advanced configuration options dialog box. From this dialog box, you can enable client side link tracking as well as configure it.

The “Link Tracking Database Settings” section shows the Server, Database and Authentication method currently in effect.

There are two links:

The Lower section of this tab is for describing and accessing the Link Tracking Update and Finalization features. Access to these features is enabled once the Link Tracking database is successfully configured and you have turned on the “Enable Link Updater / Finalizer operations directly from the Migration Console” option on the Link Tracking tab of the Advanced Options dialog box.

Once enabled, click on the Analyze, Update or Finalize links to access the following tabs:

Analyze tab

The Analyze process inspects some or all of the SharePoint documents referenced in the Link Tracking Database and reports their status.

This tool allows you to select the set of documents that you want to analyze.

Once you have made your selection, click Analyze. The analysis job will run. The status of the job will be indicated at the bottom of the tab. The results can be viewed from the Analyzer Results tab.

NOTE: Data can be copied out of the Analyzer Results tab by selecting a Cell, Row or the whole table (upper Left box in the grid) and using Ctrl-C. It can be pasted into a file or into Excel for analysis.