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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 5 Migrating Application Designs . Partner Training Webcast Series. Migration Basics with the NMSP Designer Client

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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 5 Migrating Application Designs

  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 • Even More Advanced Content Migration Jobs (Product demos using NMSP 6.1 beta)

  3. Today’s Agenda Migrating Application Designs • Overview of design migration capabilities (and limitations) • Migrating Notes schema to custom lists • Advanced SharePoint column provisioning • Migrating Notes forms to InfoPath list forms • Migrating Notes forms to InfoPath form libraries • Migrating Notes views to SharePoint views • Migrating Notes schema to Content Types

  4. Where the tools can help with Design Migration • Migrating Notes Schema • Provision Lists with similar schema to Notes application • Generate Content Types based on Notes Forms • Migrating Notes Forms • Generate InfoPath Document Forms (for XML Form Libraries) • Generate InfoPath List Forms • Migrating Notes Views • Generate SharePoint Views from Notes Views • And (of course) content, security, etc…

  5. Where the tools do not help (yet) • Building SharePoint Designer (ASPX) forms • But Quest web parts can help! • Migrating workflow logic and code • Agents • Button code • Form events • Migrating application navigation • Outlines • Navigators • Frame sets • Web design elements

  6. Provisioning SharePoint Columns • Column settings can be defined in Target Data Definition • Name, Type, Multi-value • Read-Only columns • Required columns • Data Validation formulas • Add column to All Views • Add column to All Content Types • Is Title Column • Auto-populate terms and choices • Most columns can be provisioned at migration time • New lists or new columns in existing lists • Existing columns will NOT be upgraded • Managed Metadata columns must be provisioned manually

  7. Populating Target Column definitions • One at a time • Copy from Source • Uses Schema of Source Data Definition • Quick way to clone your Notes schema in SharePoint • Rename / reconfigure column settings as desired • Data definition remembers column mappings • Load from existing SharePoint List • Helpful when list schema has already been developed • Add additional columns as needed • Optional: Specify default mappings

  8. Migrating Notes Forms to InfoPath Forms

  9. Generating InfoPath List Forms • For SharePoint 2010 only • Form Services required • Migrate List schema first • NMSP migration job required • SharePoint generates starter InfoPath form template • Data schema is bound to your SharePoint list • Save form template to disk • Use NMSP Form Migration Wizard • Adds Notes design to starter form • Utilizes mappings in your migration job • Publish new InfoPath form to List

  10. Notes form migration wizard • Specify source Notes form • May be prompted to resolve computed subforms • Specify elements to be migrated • Read mode vs. edit mode • Notes vs. web • Elements with hide-when logic • Option to create sections around certain elements • Useful for implementing conditional logic in InfoPath • Specify default control sizes • Specify column mappings

  11. Form migration artifacts • Generated InfoPath form template • Customize in design mode as needed • Publish to SharePoint from InfoPath Designer • InfoPath form with developer markup (optional) • Preview in “fill” mode • Shows all hidden text • Hover over icons for developer information • Migration report (optional) • Shows all migrated and non-migrated elements • Use a checklist for developer to complete the form • Debugging information folder (optional) • Log file and intermediate files for Quest support

  12. Generating InfoPath Document Forms • For use in SharePoint Form Libraries • SharePoint 2007 or SharePoint 2010 • Use NMSP Form Migration Wizard to create InfoPath form template from scratch • Existing library or migration job not needed • Target form services or InfoPath client • Specify more complex schema and field mappings • InfoPath Designer publishes form template to SharePoint • New or existing Form Library • Content Types • Optional: Import form template into content migration job • InfoPath XML document generation to be discussed in session 7!

  13. Migrating Notes Views to SharePoint Views

  14. Migrating Notes Views to SharePoint Views • Define new views in Target Data Definition • Also access from Tools menu • View migration wizard reproduces Notes Views as closely as possible • Side-by-side mapping of View elements • Provision views at the start of migration job • Newly defined columns provisioned first • Re-provision views as needed

  15. Side-by-side mapping of View elements • Column mapping • Matches existing columns • Recommends new columns • Formula editor for creating Calculated columns • Adds columns to target data definition • Grouping and Sorting • Preserves Notes definition as closely as possible • Warning! SharePoint views only allow 2 levels of grouping • Totals • Most (but not all) Notes totaling options supported in SharePoint • Filtering • Manual translation of selection formula required

  16. Provisioning Content Types • Define new content type in migration console (Database properties or Technical Class) • Start from a Notes form • Start from an existing migration job • Start from an existing SharePoint List • Add / modify column definitions as needed • Set Content type title, group and parent content type • Provision Content Types at site level • On demand or as part of “Migrate to SharePoint” action • Provisions or reuses existing Site Columns as appropriate • Adding content types to Lists • Specify in migration jobs (Discussed in session 3)

  17. Related Resources on Declarative Development • Webcast recording: Migrating Notes Applications to SharePoint with Fewer Development Resources • Ira Fuchs– SharePoint Technical Strategist, Microsoft • Steve Walch – Sr. Product Manager, Quest Software • http://www.quest.com/webcast-ondemand/-migrating-notes-applications-to-sharepoint-with-fewer-development-res816018.aspx • Book: Enterprise Application Development in SP 2010 • Creating Enterprise Class Applications in SharePoint without Code • www.ihfpublishing.com • 30% discount coupon code: QUESTDISC

  18. 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

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

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