Lotus Notes to SharePoint Blog

Blog about Dell's Notes Migrator to SharePoint tool and other things related to Lotus Notes migration projects

Category Archives: Training

Introducing Notes Migrator for SharePoint 6.2

This release will be downloadable from the web site in a couple days. 

The biggest feature by far is full SharePoint 2013 support.  Everything you could do in SharePoint 2010 you can now do in SharePoint 2013 and the new version of Office 365.  Its that simple!

The other features from our release notes are:

  • Zip attachments while migrating
  • Support for Pass-through HTML
  • Special handling of documents containing just one attachment
  • Full folder migration (example: Domino.Doc binders)
  • Support for multiple Notes passwords
  • Improved lookup field support (add missing choices)
  • Improved support for migrating to Claims-based environments
  • Render with form improvements (computed subforms, etc.)
  • Discovery process is more robust

Some of these features will be more self-explanatory than others.  I will be posting detailed walkthroughs of a lot of these features here in coming days.  You can also check out the “what’s new” section of the user guide or watch my recorded “update” training here: http://communities.quest.com/docs/DOC-14812

Notes Migrator for SharePoint Partner Training Webinar Series – Recordings now available!

My seven week Partner Training webcast series is now complete!  This is the most in-depth training for Notes Migrator for SharePoint delivered to-date and includes coverage of new 6.1 features as well as most existing features.  The 12 hours of riveting content have been recorded in HD and it is all free for you to watch now.  Use the links below to download recordings and slides or link to the You Tube versions.   
Session 1:  Migration Basics with the NMSP Designer Client
[view recording]

  • NMSP 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

Session 2: Analysis and Automation with the NMSP Migration Console
[view recording]

  • 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

Session 3: Advanced Content Migration Jobs
[view recording]

  • Overriding Document Metadata
  • Working with Lookups and Managed Metadata
  • Migrating images/attachments to alternate Libraries
  • Dealing with multi-valued items
  • Normalizing multi-valued items to multiple documents
  • Working with Content Types
  • Dealing with Response documents
  • Generating Microsoft Word and PDF documents
  • Setting links to parent documents

 Session 4: Tool Deployment, Domino.Doc and QuickPlace/QuickR migrations
[view recording]

  • Understanding tool deployment options
  • Migrating via SharePoint 2010 Web Services
  • Migrating via the NMSP Import Service
  • Installing and configuring the Import Service
  • QuickPlace/QuickR migration jobs
  • Automated QuickPlace/QuickR migrations
  • Domino.Doc migration jobs
  • Automated Domino.Doc migrations

 Session 5: Migrating Application Designs 
[view recording]

  • Overview of design migration capabilities (and limitations)
  • Migrating Notes schema to custom lists
  • Migrating Notes schema to Content Types
  • Advanced SharePoint column provisioning
  • Migrating Notes forms to InfoPath list forms
  • Migrating Notes forms to InfoPath form libraries
  • Migrating Notes views to SharePoint views

Session 6: Tips and Tricks for Managing Large Migration Projects
[view recording]

  • Design analysis revisited
  • Capturing copies of application designs during analysis
  • Blending tool and manual analysis
  • Rethinking application complexity
  • Triaging value of applications
  • Working with business owners
  • Managing the migration process
  • Managing doc links
  • Using Intermediate files
  • Migrating with the NMSPCMD.EXE command line 

Session 7: Even More Advanced Content Migration Jobs
[view recording]

  • Working with Document Sets
  • Migrating to Wiki and Basic Pages
  • Migrating to Web Part Pages
  • Migrating to Publishing Pages
  • Migrating to InfoPath Form Libraries
  • Introduction to SQL Server Migrations

Webcast recording on Migrating Notes Applications to SharePoint with Fewer Development Resources

Last week I recorded a webcast with SharePoint Technical Strategist Ira Fuchs from Microsoft.  We talked about fully leveraging the awesome “declarative development” capabilities in SharePoint and InfoPath for rebuilding complex Notes applications.  

75% of the presentation was about the concepts in Ira’s book for “Creating Enterprise Class Applications in SharePoint without Code”.  The rest was me trying to add the Notes migration perspective.  I thought the combination was very good and we had some good Q&A.

The webcast recording is here: http://www.quest.com/webcast-ondemand/-migrating-notes-applications-to-sharepoint-with-fewer-development-res816018.aspx

PS:  If you want to get a copy of Ira’s book for yourself, go to www.ihfpublishing.com and use coupon code “QUESTDISC” for a 30% discount.

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Lists, Libraries and Pages

There are three basic ways to store content in SharePoint: lists, libraries, and pages. Each of these has a number of interesting variations, but it is important to understand the differences between these three fundamental types so you can best decide what you want to migrate to. Each type is described briefly here; subsequent posts will explain in detail how to migrate content to each from Lotus Notes applications.

Lists

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. For example, a customer list may have a Text column called “Customer Name,” a Date column called “First Purchase Date,” and potentially dozens of other columns. One particularly interesting column type is Rich Text (also known as a “Note” “Body” column); this is where one would typically store large amounts of rich text. Lists can also 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.

All of this should sound pretty familiar to Notes customers, because a list is actually the closest thing in SharePoint to a Notes database. The biggest difference is that SharePoint lists are highly structured with a fixed schema (like a relational database), whereas Notes databases can be very unstructured, with every document having a different set of data items.

Libraries

Libraries are collections of binary files, such as images, Word documents, or audio clips. While lists and libraries are very similar internally, the metaphor is very different: in a list, the document may contain several binary file attachments; in a library, the binary file is the document. The emphasis in libraries is the document management functionality, including versioning and check-in/check-out. As with lists, libraries can have many additional data columns defined for capturing additional information about each document.

In the Notes world, the closest thing to a SharePoint library is a Domino.Doc file cabinet. (Domino.Doc was a popular document management system built on top of Notes.) Many organizations also built custom Notes applications that attempt to implement document management functionality. Any time you see a Notes application where the file attachment is “the document,” consider migrating it to a SharePoint library. It is also common for Notes “team site” applications to have a document library section as part of the overall application.

Pages

Pages are the building blocks of all SharePoint sites. These are the web pages you actually see in the web browser every time you click on a link to view a site, open a document, enter some information, or do just about anything else. Most people do not realize that the same pages that make up the sites themselves can also be used as data documents. SharePoint actually allows you to create several types of content pages, including basic pages, wiki pages, web part pages, and publishing pages. SharePoint Online Dedicated includes several nice publishing site templates that are designed to manage the authoring, approval and display of rich text web pages.

While content pages have no exact equivalent in the Notes world, they can be a great way to migrate certain types of Notes applications. Any time you see a Notes application in which the main intent was to publish a library of rich text pages to a large number of users, consider migrating it to a SharePoint page library or a publishing site. This includes the many Notes applications that implemented public web or extranet sites.

Advice for teaching yourself Notes Migrator for SharePoint

Of course, the entire product is documented in our extensive user manual.  Since not everyone is inclined read such a manual end-to-end, and not everyone is able to take our official partner training courses, I am often asked to suggest other ways to learn how to get started with Notes Migrator for SharePoint and how to accomplish specific tasks.

First and foremost, install the product.  You can get a free evaluation version here or join the 6.0 beta program here.

To learn the basics of using Notes Migrator for SharePoint:

For a drill-down into advanced subjects, as needed: