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Quest Notes Migrator for SharePoint

Partner Training Webcast Series - Session 1


Migration Basics with the NMSP Designer Client
Steve Walch, Senior Product Manager
Blog: http://notes2sharepoint.org
November, 2011

2011 Quest Software, Inc. All rights reserved.

Partner Training Webcast Series


1. Migration Basics with the NMSP Designer Client
2. Analysis and Automation with the NMSP
Migration Console
3. Advanced Content Migration Jobs
4. Tool Deployment, Domino.Doc and QuickPlace /
QuickR migrations
5. Migrating Application Designs
6. Tips and Tricks for Managing Large Migration
Projects
(Product demos using NMSP 6.1 beta)
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2011 Quest Software, Inc. All rights reserved.

Todays Agenda
Migration Basics with the NMSP Designer Client
Notes Migrator for SharePoint overview
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
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2011 Quest Software, Inc. All rights reserved.

Product Overview

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2011 Quest Software, Inc. All rights reserved.

Three Clients

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2011 Quest Software, Inc. All rights reserved.

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
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2011 Quest Software, Inc. All rights reserved.

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

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2011 Quest Software, Inc. All rights reserved.

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


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2011 Quest Software, Inc. All rights reserved.

Migrate via Quest Import Service (all versions)


Migration Workstation

QuickR server

NMSP
Clients

Domino server

Notes R5+ DLLs

Domino server

WCF Web
Service

Front-End

Admin

Services:

Services
(Optional):

NMSP Info.asmx
Config pages

NMSP

Config pages

QuestLinkTracking.aspx

Import
Service

Front End Servers

Central Admin
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2011 Quest Software, Inc. All rights reserved.

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


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Rich Text Document in Notes

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2011 Quest Software, Inc. All rights reserved.

Migrate to Custom Lists

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2011 Quest Software, Inc. All rights reserved.

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


2011 Quest Software, Inc. All rights reserved.

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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


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Link Tracking Service


BB

AA

http://host...

LT

Link

DB

Redirector

http://domino...

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2011 Quest Software, Inc. All rights reserved.

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
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2011 Quest Software, Inc. All rights reserved.

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

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2011 Quest Software, Inc. All rights reserved.

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


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2011 Quest Software, Inc. All rights reserved.

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

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2011 Quest Software, Inc. All rights reserved.

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

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2011 Quest Software, Inc. All rights reserved.

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

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Generate SharePoint Pages

Basic Pages

Wiki Pages

Web Part Pages

Publishing Pages

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Render with Form

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2011 Quest Software, Inc. All rights reserved.

Notes Migrator for SharePoint 6.1 Beta Program


Beta in progress now!
Go to http://
communities.quest.com/groups/notes-migration-product-b
eta-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


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2011 Quest Software, Inc. All rights reserved.

Steves blog: http://notes2sharepoint.org


Product: http://quest.com/notes-migrator-for-sharepoint/

2011 Quest Software, Inc. All rights reserved.