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Lotus Notes To SharePoint Migration Using QUEST Migration Tool-2




Demonstration of LN2SP Migration :

The below example demonstrates the following notes elements are successfully needs to migrated into SharePoint.Document items and display column values 
  • Document items and display column values
  • Attachments
  • Embedded images
  • Embedded OLE objects
  • Rich text
  • DocLinks
  • Multi-valued items
  • Dynamically computed values
  • Lookup Values
  • People Picker
  • Date/Time Formula



About Quest:



  •   Quest Notes Migrator for SharePoint (NMSP) can be used easily. You just have to define fields that will be used from Lotus Notes, those from the SharePoint site (local or remote as we can use Web Service connection), map Lotus Notes fields with SharePoint fields and that’s all.
  • Quest Notes Migrator for SharePoint is able to preserve data like creation date or security settings (it preserves equivalent of authors and readers fields and Lotus Notes roles).
  •   You are able to create SharePoint list based on Lotus Notes fields with this tool. Furthermore, you can also easily modify data during migration by using formulas (with Formula language) on fields, or map Lotus Notes users to SharePoint users easily
  •   Quest Notes Migrator for SharePoint is in fact a pack of tools: NMSP Designer, NMSP Console and NMSP Web Service. Jobs creation is done with the Designer.
  • Console is used to analyze and have an overview of applications in Lotus Notes but also to manage, organize and schedule jobs execution.
  • Each tool can be installed without installing complete pack. Installation of these components through wizard is quite simple and some steps are really useful.
  • Web Service is used when it is not possible to use NMSP Designer on the SharePoint server.

Quest Technique


  • Quest LN to SharePoint Migrator includes a powerful facility for reading local Notes db. And remote Domino db.
  • This software's data query engine extracts document items, view column values, attachments, embedded images, embedded OLE objects, rich text, DocLinks, multi-valued items, unread marks and dynamically computed field’s values from Lotus Notes and writes the results to SharePoint Lists.
  • Notes Migrator for SharePoint products supports all standard List Types (such as Document Library, Discussion, and Events) as well as rich text and attachments.

Ways to Migrate Notes to SharePoint

When migrating from Lotus Notes to SharePoint there are many different paths you can take. It’s important that you get this process right, as any errors in migration can be highly disruptive and costly to your business.

The below ways we have to follow,

1. Lists Migration

Lists are similar to tables in a relational database. A list is a flat collection of data records (called items in SharePoint) with a fixed set of data fields (called columns). Each data column has a fixed name and type.

 Lists can have one or more binary attachments and may have one or more views, which allow users to select and sort the items in various ways.

 These include discussion databases, task lists, calendars, contact lists and more. While the interfaces are known to differ slightly, the basic functionality remains much the same.

2. Document Libraries Migration

Libraries have a lot in common with lists, but there are a couple of notable points of variation. For example, in libraries, documents are binary files with certain associated data properties. With this in mind, binary file attachments must be extracted and placed in the library during a Notes database migration.

3. Pages Migration

SharePoint actually allows you to create several types of content pages, including basic pages, wiki pages, web part pages, and publishing pages.
These page types give a slightly different editing experience for content authors and a slightly different viewing experience for end users,

  • HTML pages
  • Basic pages
  • Wiki pages
  • Web part pages
  • Publishing pages


4. Microsoft Word Conversion

The integration between Microsoft Office and SharePoint libraries is very good and can enable you to build a variety of powerful applications and users can open documents from libraries, edit them and seamlessly save them back again.
If a version control, check-in/check-out, or approval process or workflow has been enabled for the library, it will all work automatically.
 When migrating Notes documents to the Microsoft Word format, you should be able to migrate to simple unadorned documents or to custom Word templates. You should also be able migrate Notes data items to Word document properties.

5. PDF Conversion
PDF is another popular choice for migrating rich text Notes documents. Businesses that have a particularly high amount of Notes databases with rich text documents often discover that PDF is the perfect migration format.
 While not as closely integrated with SharePoint as Microsoft Office, the experience for the user still isn’t a bad one.


An organization that has a large number of Notes databases with rich text documents may find that PDF is an ideal target format for many of them.

How to Migrate the Application Using Quest?
List Migration: 

Lotus notes forms are migrated to SharePoint List using Quest tool and the steps are explained here,

Step1: Select the Lotus Notes Database from server or Local Computer,



Step2:

After Click the Select Tab, below popup window will open and here can select the Notes DB based on the location, if it is in the Local Machine expand the local section or if it is in server select the server section, or select the button and enter the server path.


Step3: Enter the Notes DB Name in this Textbook



In this source data definition section, user can select the notes data record selection based on 

  • Form, View/Folder.
  • Records selecting based on Full text search 
  • Formula language(This section specially used for to migrate the particular notes record so user can use this formula type)

DATA Fields Tab
  • The data fields tab is very important for migration, here only user should decide the notes (Source) fields migrate to SharePoint (Target). 
  • And in this section user can select the notes fields from sample items or data base items using data query option.
  • User needs a new column can add the new notes column here.
  • And user can change the column type in this section.
  • After the record selection tab preview tab is there, here can check the selected field’s value.
  • Preview tab we can filter the view and can view the records in rich text and plain text mode.

We have three important sections are available:
  1. Column type- In this section we can decide the column type like, item, rich text, number, embedded object, attachment, render etc. 
  2. option Type-in this section Alias name, option and main type Return type here can change the return type like 
    • string,
    • date,
    • Binary
    • html string
    • User

Preview tab:


SharePoint Target selection:
Step: 1
Target data migration:
  • Under the target data migration section click the create button below tab sections are available,
  • List  definition 
  • Data Fields
  • Advanced

List Definition: 
Under the List Definition section List Template is available here can change the list type
  • Other List
  • Calendar
  • Documents
  • Discussion Board

Target Data Fields
Here user should decide the SharePoint field names, we have three methods to create SharePoint fields
  • Load From SharePoint List-some case application is already created in SharePoint and fields are avaible in SharePoint so user can use those fields to map here, if u click the load from SharePoint list available fields create in the left section
  • Load from source fields-some cases if you want reuse the notes fields’ user click the button source fields are will populate here.
  • Add-Some case user want to create a new field in SharePoint can use this.
And if created or load the target fields in the left section, user can change the field behavior as mentioned here,
    • Target Type
    • Mandatory Fields
    • Lookup
    • Default value mention 
    • Add to views
    • Auto map section
Advanced Tab:
MAP Data:
This section is main for migration, here we have to map the fields Lotus notes to SharePoint.
Here, auto map button is available and this section will do the mapping from notes to SharePoint.
User not satisfy to those auto map concept manually can do the mapping ,for that purpose add button available and map the fields user expectation.

Advanced:

Advanced tab consists of following section,
  • User Mapping
  • Security Mapping
  • Doc Links

User Mapping:
User mapping is a very important chapter while migrating lotus notes application to. SharePoint.
Before you can configure the User Mapping in NMSP, you have to generate a user
Mapping file. You can choose to generate the user Mapping file manually or use the new
NMSP UserMappingUtility

How to configure User Mapping:



To configure the User / Group Mapping in quest, start the quest tool and open the
"Advanced Configuration Options" and go to the Tab "User Mapping".


    • Threat input as login name:
      This option will use the Notes Username and use it as login name for SharePoint
    • Domino Directory lookup:
      Notes Migrator will look up the User / Group Name in the Domino Directory and
      pass the lookup value as login credentials to SharePoint
    • Notes Database lookup:
      Notes Migrator will lookup User / Group values in a Notes database (like "Names.nsf") and pass the lookup value as login credentials to SharePoint
    • ADSI/LDAP lookup:
      Notes Migrator will run am ADSI/LDAP query against your LDAP directory. You can specify which values should be lookup up in your LDAP directory and where.

Configure User/Group Mapping in quest 
The "Text File" option is easy to configure and easy to use. Select XML as format for the mapping file 


To configure the Group mapping function, you have to go to the "Group Mapping" tab in quest tool and do the same configuration as for the User Mapping.


Test User / Group Mapping 
You can test if the User/Group mapping is working by clicking on the Link "Test User Mapping" / "Test Group Mapping" as shown on the screenshots above. 
We will focus on testing of User Mapping in this scenario. 


After clicking on the "Test User Mapping" link, a new window will open where you can enter a Lotus Notes Username for testing. 
By clicking on "Lookup", quest will look up the name "" in the User Mapping XML file and display the lookup result. 
Validate User / Group Name in SharePoint: 
You can validate the User / Group name in SharePoint by clicking on "Validate in SharePoint". 
A new window will open and you can select some settings for the validation in SharePoint. 
You can choose the SharePoint environment / site where you want to validate the User / Group name. 







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2 comments:

  1. cool... do we have world with Lotus Notes still alive? I thought its all gone days...

    ReplyDelete