©2011 Quest Software, Inc. All rights reserved. Steve Walch, Senior Product Manager Blog: November, 2011 Partner Training Webcast Series - Session 1 Migration Basics with the NMSP Designer Client Quest Notes Migrator for SharePoint

1 ©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)

2 ©2011 Quest Software, Inc. All rights reserved. Today’s 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

3 ©2011 Quest Software, Inc. All rights reserved. Product Overview

4 ©2011 Quest Software, Inc. All rights reserved. Three Clients

5 ©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

6 ©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

7 ©2011 Quest Software, Inc. All rights reserved. Migrate via SP 2010 web services (6.0) Migration Workstation Notes R5+ DLLs QuickR server Domino server NMSP Clients NMSP Clients Front End Servers MS Web Services SandBox Safe Link Redirector (Optional): ► QuestLinkTracking.aspx SandBox Safe Link Redirector (Optional): ► QuestLinkTracking.aspx

8 ©2011 Quest Software, Inc. All rights reserved. Migrate via Quest Import Service (all versions) Migration Workstation Notes R5+ DLLs QuickR server Domino server NMSP Clients NMSP Clients Front End Servers NMSP Import Service NMSP Import Service Central Admin Front-End Services: ► NMSP Info.asmx ► Config pages ► QuestLinkTracking.aspx Front-End Services: ► NMSP Info.asmx ► Config pages ► QuestLinkTracking.aspx WCF Web Service Admin Services (Optional): ► Config pages Admin Services (Optional): ► Config pages

9 ©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

10 ©2011 Quest Software, Inc. All rights reserved. Rich Text Document in Notes

11 ©2011 Quest Software, Inc. All rights reserved. Migrate to Custom Lists

12 ©2011 Quest Software, Inc. All rights reserved. Advanced Security Mapping Site Collection Member (Domain User) Site/List/Library Permission Levels Site Collection Member (Domain Group) SharePoint Group Document Permission Levels Notes Access Control List (ACL) Notes Document Reader/Author Fields Document Creator/Modifier OR Add Members to Site Security Groups

13 ©2011 Quest Software, Inc. All rights reserved. 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

14 ©2011 Quest Software, Inc. All rights reserved. Link Tracking Service A BC A B A B LT DB Link Redirector C

15 ©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

16 ©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

17 ©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

18 ©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 “) –Or normalize to multiple List Items

19 ©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

20 ©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

21 ©2011 Quest Software, Inc. All rights reserved. Generate SharePoint Pages Basic Pages Wiki Pages Web Part Pages Publishing Pages

22 ©2011 Quest Software, Inc. All rights reserved. Render with Form

23 ©2011 Quest Software, Inc. All rights reserved. Notes Migrator for SharePoint 6.1 Beta Program Beta in progress now! Go to migration-product-beta-grouphttp://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 (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

©2011 Quest Software, Inc. All rights reserved. Steve’s blog: Product: