Quest Notes Migrator for SharePoint

1. Quest Notes Migrator for SharePoint Steve Walch, Senior Product Manager Blog: http://notes2sharepoint.org November, 2011 Partner Training Webcast Series - Session 2 Analysis and Automation with the NMSP Migration Console

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. Breaking News… Redmond Magazine Readers Choice Awards Best SharePoint Product or Service "Quest Notes Migrator for SharePoint takes the first title in this new and highly competitive category."

4. Today’s Agenda Analysis and Automation with the Migration Console • First time Configuration Wizard • Database discovery • Usage analysis, data analysis • Introduction to design analysis and application complexity • Classifying and consolidating applications • Utilizing console views and reports • Exporting data for external reporting • Importing data into the repository • Provisioning SharePoint sites • Running migration jobs from the console • Automated provisioning and migration

5. Three NMSP Clients (again) • 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

6. Notes Application Pre-Migration Analysis • Database Discovery

7. Database Discovery • Setup one or more discovery locations • Domino server (or specific folder) • Local Notes directory (or specific folder) • Database Catalog / Domain Catalog • Scan populates repository with databases / templates • Runs at the end of the First Time Setup Wizard • Run manually at any time • Automatically classifies databases during discovery • Applies Technical Classification and Business Classification rules

8. Automatic Classification System

9. Classifying and consolidating applications • Technical Classification Rules • Groups databases based on common design/structure • Rules predefined for standard Notes templates • Rules may be customized for custom application types • Business Classification Rules • Groups databases based on user defined criteria • Classes assigned automatically based on template, file name, folder, design elements, last used date, etc. • Classes may also be assigned manually • Classes group databases for viewing/reporting • Classes also drive automation

10. Notes Application Pre-Migration Analysis • Usage and Data Analysis Details

11. Usage analysis • Exclude users who should not count • Servers, Agent signers, IT staff, Consultants • Usage information from database headers • Last Used Date • Active Users, Excluded Users • Activity Summaries (Reads, Writes, Uses) • Recording Activity • Aggregates data across all database replicas • Last Used All Replicas • Active Users All Replicas, Excluded Users All Replicas • Usage information from data scan • Last Doc Accessed, Last Doc Modified, Last Doc Created

12. Data analysis • Data Tally • Just counts documents • Data documents, Data document size, Profile documents • Document Scan • Reads items from document’s summary buffer • Docs with attachments, responses, security • Rich Text Scan • Opens documents and downloads CD records • Docs with images, doc links • Details by Form Used, by Author • Blocked and oversized attachments breakdowns

13. Notes Application Pre-Migration Analysis • Design Analysis and Template Comparison

14. Design analysis and application complexity • Scan Design Elements • Summarize design element counts by type • Create local Design Copies for off-line manual analysis • Compare design elements with template / reference db • Percent match • Difference details • Best Fit class template detection • Compare design of each db with predetermined set of class templates • Report on which class is the closest match • Simple Complexity Calculations • Design Element Index, Quest Design Index, Data Complexity Index • Both algorithms based on design element counts, not scanning code • Intended to be superseded by manual analysis when appropriate

15. Other types of Discovery • QuickPlace/Quickr application hierarchy • Sites / rooms / sub-rooms • Domino.Docapplication hierarchy • Libraries / cabinets • Domino Directory discovery • Finds mail-in databases

16. Utilizing console views and reports • Standard views by server, by class, etc. • Customize columns and sorting only (175 possible columns) • Custom views may be added • Customize columns, sorting, and database selection • Standard reports show predefined information • Custom reports may be added • Customize database selection • Report layout may be copied from standard report • Report layout may be edited using Visual Studio Report Designer • Reports may be throttled to prevent memory errors

17. Exporting data for external reporting • Export List from Database Views • Generates CSV file • Exports all columns configured for view • Exports all rows in view • Easy to load into Excel, etc., for manipulation and custom reporting • Export Database Records • Generates XML file • Exports all database details, including multi-level properties • Exports only currently selected databases • May be loaded into Excel, etc., for manipulation and custom reporting • Reports may be saved as Excel or PDF format

18. Managing the migration process • Triaging applications • Assigning responsibilities and priorities • Assigning migration effort estimates • Develop and preview your migration plan • Centrally control job execution and results • Track outstanding migration tasks

19. Running migration jobs from the console • Migration Jobs tab in Database Properties • Add one or many migration jobs • Job editor similar to Designer Client • Run jobs individually or in batches • Migrate to SharePoint function allows running all jobs for multiple databases in Database Views • Database’s Target Site overrides site in individual jobs • Running jobs use Migration Console’s Task Framework • Jobs and logs stored in repository database • View historic logs in Task History or Database History

20. Provisioning SharePoint sites • Define a new Site Definition in Migration Console • Define new sites under existing Site Collections • Use standard or custom site templates • Define navigation and security settings • Site Nodes show current and “planned” sites together • Database’s Target Site may be current or “planned” site • Overrides sites specified in individual jobs • Database ACL may be migrated to site permissions • Provision sites individually or in batches • Migrate to SharePoint function allows provisioning sites and running migration jobs in one big batch

21. Automation via Class Rules • Automating the Triage process • Automating Complexity and Effort estimation • Automating Target / Job assignments • Variable Site/Sub-Site names • Variable List/Library names • Detecting exceptions • Customizing jobs • Bulk Migrations

22. Examples • Document Libraries • Typical mapping to SharePoint Lists • Variable library names • Map security to library • Team Rooms • Typical mapping to SharePoint Team Sites • Variable site names • Map security to site

23. Importing data into the repository • Certain database properties may be imported into repository from CSV file • Manual class assignments from external tools • Manual complexity analysis from external tools • Manual triage information from external tools • May also be used to add list of databases to repository • Replaces server discovery • Follow up with full analysis

24. Other tools in Migration Console • Extract Database Users • Find all user/group names for a set of Notes databases • Populate SharePoint names for each Notes name • Export/Merge XML file for User/Group mapping process • Recompute Database Details • Recalculate certain Database details without accessing database • Usage analysis, Classification, “Best Fit” class detection, Complexity • Link Analyzer / Updater / Finalizer • Keep Link Tracking Service working when you change host names, etc. • Permanently replace dynamic links with direct links

25. 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

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