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Quest Notes Migrator for SharePoint

Quest Notes Migrator for SharePoint. Steve Walch, Senior Product Manager. Blog: http://notes2sharepoint.org . November, 2011. Partner Training Webcast Series - Session 1 Migration Basics with the NMSP Designer Client. Partner Training Webcast Series.

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Quest Notes Migrator for SharePoint

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  1. Quest Notes Migrator for SharePoint Steve Walch, Senior Product Manager Blog: http://notes2sharepoint.org November, 2011 Partner Training Webcast Series - Session 1 Migration Basics with the NMSP Designer Client

  2. Partner Training Webcast Series • Migration Basics with the NMSP Designer Client • Analysis and Automation with the NMSP Migration Console • Advanced Content Migration Jobs • Tool Deployment, Domino.Doc and QuickPlace / QuickR migrations • Migrating Application Designs • Tips and Tricks for Managing Large Migration Projects (Product demos using NMSP 6.1 beta)

  3. Today’s Agenda Migration Basics with the NMSP Designer Client • Notes Migrator for SharePointoverview • Migrating standard template databases • Migrating custom database content • Managing document links • Mapping security permissions • User/group mapping options • Transforming data with formulas • Migrating to Wiki pages • Rendering and archiving documents

  4. Product Overview

  5. Three Clients

  6. Three NMSP Clients • Designer Client • One migration job (one database to one list) • Provision lists/libraries, plus permissions • Jobs and logs in file system • Migration Console • Many databases, Many jobs per database • Discovery, Analysis, Classification • Provision sites, plus permissions • Bulk Migration, Rules-based Automation • Jobs and logs in Repository Database • NMSPCMD.EXE • Command Line Scripting

  7. Options for Connecting to SharePoint • Use SharePoint 2010 Web Services • No server installation required • Supports Claims Based Authentication / Forms Based Authentication • Supports Office 365 • Supports Office 365 Dedicated Plans • Use Quest Import Service • Installs on SharePoint Front-End servers • Supports SharePoint 2007 and 2010 • Better performance • Much better performance for large attachments • Better Link Tracking experience for users

  8. Migrate via SP 2010 web services (6.0) Migration Workstation NMSP Clients Notes R5+ DLLs QuickR server Domino server Domino server MS Web Services SandBox Safe Link Redirector (Optional): ► QuestLinkTracking.aspx Front End Servers

  9. Migrate via Quest Import Service (all versions) Migration Workstation NMSP Clients Notes R5+ DLLs QuickR server Domino server Domino server NMSP Import Service • Admin • Services • (Optional): • ► Config pages • Front-End • Services: • ► NMSP Info.asmx • ► Config pages • ► QuestLinkTracking.aspx WCF Web Service Front End Servers Central Admin

  10. Migrating Standard Notes Databases • All data items can map to SharePoint • High fidelity Rich Text migration • Mapping Images, Attachments, Objects • Mapping Document Metadata • Permission mapping • Access Control Lists • Document Readers/Authors fields • Preserving DocLinks and URL links • Predefined data definitions for standard templates • Doc Library, Discussion, Calendar, Tasks, Team Room, Contacts

  11. Rich Text Document in Notes

  12. Migrate to Custom Lists

  13. Advanced Security Mapping Notes Access Control List (ACL) Site Collection Member (Domain Group) Site Collection Member (Domain User) Site/List/Library Permission Levels OR Add Members to Site Security Groups SharePoint Group Document Creator/Modifier Notes Document Reader/Author Fields Document Permission Levels

  14. Users, Groups, and all that • Notes names need to be translated into accounts that SharePoint will recognize • Created By / Modified By names • ACL entries and reader/author names • Migrating Notes names to User data columns • User name mapping configuration • Options -> User Mapping tab (or configure in Import Service) • Group name mapping configuration • Options -> Group Mapping tab (or configure in Import Service) • Expanding Notes Groups to SharePoint Groups • Options -> Notes options tab -> Group Resolution Server • Optional: Map Notes names “as is” to text columns

  15. Link Tracking Service A B http://host... • LT • DB • Link • Redirector A A B B C C http://domino...

  16. Migrating Custom Notes Application Content • Source Data Definition • How to query data from Notes, etc. • Includes data transformation options • Target Data Definition • How to write data to SharePoint, etc. • Includes provisioning options • Data Mappings • Connect source fields to target columns • Other mapping options • Advanced Options • Security / User mapping • Link Handling

  17. Querying Data from Notes Database • Source Data Definition allows selection of records • Source Data Definition defines extracted columns • Use Notes formulas to transform data • Ensuring consistent data types • Special constructs for Rich Text • Special constructs for embedded images, attachments, objects

  18. Defining how data gets written to SharePoint • Define Custom List/Library Schema • Text, Number, Date, Boolean columns • Rich Text, URL columns • User columns, Calculated columns • Choice, Lookup, Managed Metadata* columns * Managed Metadata columns must be manually provisioned • Copy New Schema from Notes Application • Or Load Schema from Existing Lists • NMSP can provision lists using your custom templates • Advanced: Use Content Types

  19. Mapping Notes Content to SharePoint Content • Map any Notes field to any SharePoint column • Certain target column options can influence mappings • Example: AddMissingValues for Choice columns • When mapping multi-valued Notes items • Choice, Managed Metadata, Lookup, User can be multi-valued • Other column types must merge to single value • @Implode(fieldname,”, “) • @Implode(fieldname,@Newline) • Or normalize to multiple List Items

  20. More Content Mapping Options • Dynamically assigning Folders • Controlling generated File Names • Duplicate document handling (incremental migration) • Coming in session 3: • Working with Document Sets • Working with Managed Metadata • Migrating images/attachments to alternate Libraries • Migrating to Microsoft Word documents • Migrating to PDF files • Migrating to InfoPath Form libraries • Migrating to Web Part pages • Migrating to Publishing pages • Setting links to parent documents

  21. Choice of SharePoint Targets • Custom Lists • Discussion Lists, Calendar Lists, etc. • Document Libraries • Pages • Wiki page, Basic page, Web Part page, Publishing page • Generated Documents • Word documents • PDF documents • MIME documents • InfoPath XML Documents

  22. Generate SharePoint Pages Basic Pages Wiki Pages Web Part Pages Publishing Pages

  23. Render with Form

  24. Notes Migrator for SharePoint 6.1 Beta Program • Beta in progress now! • Go to http://communities.quest.com/groups/notes-migration-product-beta-group • Sign in with your Quest Community ID • Or register to create a new one • Use corporate email (No gmail or hotmail accounts) • Press the “Ask To Join This Group” button • Once approved, log in and download • Reviewers Guide • Product Installer • Expected release: January 2012

  25. Steve’s blog: http://notes2sharepoint.org Product: http://quest.com/notes-migrator-for-sharepoint/

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