Transcript Quest PowerPoint Template

Quest Notes Migrator for SharePoint
Partner Training Webcast Series - Session 4
Tool Deployment, Domino.Doc and QuickPlace / QuickR
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
7. Even More Advanced Content Migration Jobs
(Product demos using NMSP 6.1 beta)
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©2011 Quest Software, Inc. All rights reserved.
Today’s Agenda
Tool Deployment, Domino.Doc and QuickPlace /
QuickR migrations
• 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
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©2011 Quest Software, Inc. All rights reserved.
Installing the NMSP Clients
• NotesMigratorForSharePoint-Clients-6.x.x.x.msi
• Client Prerequisites
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Windows XP / Vista / 7 / 2003 / 2008
.NET Framework 3.0
Lotus Notes 5.04 client or higher (6.x preferred)
Watch out for Windows UAC issues
– Windows Vista / 7 virtualizes Program Files folders if UAC enabled
– Certain Notes client versions do not handle this well
– When possible, install Notes elsewhere (C:\Lotus\Notes)
• Additional Migration Console Prerequisites
– Microsoft Management Console (MMC) 3.0
– Microsoft Report Viewer 2005/2007 (optional)
– Visual Studio Report Designer (optional)
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©2011 Quest Software, Inc. All rights reserved.
Configuring the NMSP Clients
• Designer Client
– Options button, or Tools -> Options menu
• Migration Console
– First Time Setup Wizard
– Top “NMSP” node -> Advanced Configuration Options
• NMSP.EXE (command line)
– Set configuration using above clients
• All clients share same configuration
– <ProgramData>\Quest Software\NMSP\6.0\Options.config
– <AppData>\Roaming\Quest Software\NMSP\6.0\UserOptions.config
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©2011 Quest Software, Inc. All rights reserved.
Major Client Configuration Settings
• Notes tab
– Password, Notes.INI file, Group resolution server, HTTP link resolution
• SharePoint tab
– Connection types, Credentials, Target site collections
• General tab
– Logging level, Allow deletion of SharePoint Records
• User/Group Mapping tabs (optional for Import Service)
– Mapping sources and configuration
• Link Tracking tab (optional for Import Service)
– Link Tracking database connections
• Discovery tab (Migration Console only)
– Discovery locations, Excluded users, Preferred server order
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©2011 Quest Software, Inc. All rights reserved.
SharePoint Connection Options
• SharePoint 2010 Web Services
– Easier to deploy and start migrating
– No direct server access required
– Supports Forms/Claims Based Authentication
– Supports direct Office 365 migrations
• NMSP Import Service
– Supports SharePoint 2007 and 2010
– Can be over 5x faster in some cases
– Supports out-of-band attachment handling
– Allows server-side User/Group Mapping and Link Tracking database
• Direct Connection
– NMSP clients on SharePoint Server (SharePoint 2007, 32-bit only)
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©2011 Quest Software, Inc. All rights reserved.
Migrate via SharePoint 2010 web services
Migration Workstation
NMSP
Clients
Notes R5+ DLLs
QuickR server
Domino server
Domino server
User
Mapping
Source
Link
Tracking
Database
MS Web
Services
Front End Servers
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©2011 Quest Software, Inc. All rights reserved.
Installing the NMSP Services
• NotesMigratorForSharePoint-Services-64bit- 6.x.x.x.msi
• Prerequisites
– Windows Server 2003 / 2008
– SharePoint WSS 3.0 or MOSS 2007 or SharePoint 2010
• Installer access
– Admin access on the server, farm, site collection
– Access to SP config database
• Import Service account access
– Admin access on the server, farm, site collection
– Member of IIS_WPG (on IIS6) and WSS_WPG groups
– Access to SP config database and content databases
Detailed permissions doc
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©2011 Quest Software, Inc. All rights reserved.
Services Components
• Import Service
– Stand-alone Web App implements WCF web service
– Deployed to IIS with specified host, port, service account
– Install on one or more WFE servers
• Front-End Services solution
– Components that run at part of SharePoint Site
– Configuration Pages
– Link Redirector Page (QuestLinkTracking.aspx)
– Import Service bootstrapping page (NMSPServicesInfo.asmx)
– Install on any WFE; Deployed as farm solution automatically
• Administration Services solution (optional)
– Alternate version of Configuration Pages
– Install on any WFE; Deployed to Central Admin servers automatically
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©2011 Quest Software, Inc. All rights reserved.
Configuring the NMSP Services
• Settings maintained per Site Collection
– Use Configuration Pages in Site Collection Admin or Central Admin
– Stored in Site Collection property bag
– Clients read options via bootstrapping page (NMSPServicesInfo.asmx)
• Configure use of Import Service
– Import Service location
– Import Service service account identity
– Shared Folder for large attachments (optional)
– User/Group Mapping options (optional)
• Configure use of Link Tracking Service
– Location of Link Tracking Service
– Link Redirector Page options
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©2011 Quest Software, Inc. All rights reserved.
Migrate via Quest Import Service
Migration Workstation
QuickR server
NMSP
Clients
Domino server
Notes R5+ DLLs
Domino server
User
Mapping
Source
Link
Tracking
Database
Front-End Services:
WCF Web
Service
► NMSPServicesInfo.asmx
► Config pages
► QuestLinkTracking.aspx
Admin Services
(Optional):
► Config pages
NMSP
Import
Service
Front End Servers
Central Admin
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©2011 Quest Software, Inc. All rights reserved.
Debugging the NMSP Services
• Test Connections link on Options -> SharePoint tab
• Test links in service configuration pages
• Try these URLs from your browser
– <host>:<port>/ImportSession.svc
– <sharepoint>/_layouts/NMSPServicesInfo.asmx
– <sharepoint>/QuestLinkTracking.aspx
• If Import Service not running
– Check configuration in IIS Manager
– Restart Application Pool
– Check IIS logs
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©2011 Quest Software, Inc. All rights reserved.
Migrate via SharePoint 2010 web services (2)
Migration Workstation
QuickR server
NMSP
Clients
Domino server
Notes R5+ DLLs
Domino server
User
Mapping
Source
Link
Tracking
Database
Front-End Services:
► Config pages
► QuestLinkTracking.aspx
MS Web
Services
Front End Servers
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©2011 Quest Software, Inc. All rights reserved.
Installing the Sandbox Redirector Page
• Simplified version of Link Redirector Page
– Does not connect to Link Tracking Database
– Reduced functionality: Can only redirect to Notes
– Intended as a placeholder until links are Finalized
• Deploy as a Sandbox-safe solution
– May be deployed by any Site Administrator
– Site Administration -> Galleries -> Solutions
– Allowed on locked down environments (such as Office 365)
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©2011 Quest Software, Inc. All rights reserved.
Migrate via SharePoint 2010 web services (3)
Migration Workstation
NMSP
Clients
Notes R5+ DLLs
QuickR server
Domino server
Domino server
User
Mapping
Source
Link
Tracking
Database
MS Web
Services
SandBox Safe
Link Redirector
(Optional):
► QuestLinkTracking.aspx
Front End Servers
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©2011 Quest Software, Inc. All rights reserved.
What’s special about QuickPlace/QuickR?
• Similar to SharePoint Team Sites
• Different databases implement Places and Sub-Rooms
– End-users can easily create their own… and they often create a lot!
• Completely data driven
– All places/rooms typically use the same Notes design template
– Configuration documents describe place organization and features
• Customization may be done by end-users
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Folders and Lists
Custom Page Types (and columns)
Menus
Place specific Users (not in Domino Directory)
• Entirely web based Domino application
– Stores HTML instead of native Notes rich text
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©2011 Quest Software, Inc. All rights reserved.
Designing QuickPlace/QuickR Migration Jobs
• Specify QuickPlace / QuickR as data source
– Select from predefined list of servers
– Scope of Migration job is top level room or sub room
• Source Data Definition -> Document Selection
– Filter by Standard Type
– Filter by Published Status
– Filter by Form Used (aka Page Types)
• Source Data Definition -> Data Fields
– Most standard fields are implicitly available
– Only specify custom fields
• Predefined Source Data Definitions available
• Don’t forget to configure HTTP Link Detection!
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©2011 Quest Software, Inc. All rights reserved.
QuickPlace/QuickR Migration Jobs
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©2011 Quest Software, Inc. All rights reserved.
Discovering QuickPlaces in the Migration Console
• Database Discovery recognizes standard QuickPlace /
QuickR databases as “Unorganized”
– Does not read configuration documents
• Discover Quickplace / QuickR Organization
– Reads configuration documents to determine place/room hierarchy
– Organize databases into “Application” node hierarchy
– Special syntax for discovering one specific place
– <server>;<folder name>
• Some rooms may be remain “Unorganized”
– Possibly because of access control
– Possibly because they are truly orphaned
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©2011 Quest Software, Inc. All rights reserved.
Analyzing QuickPlaces
• Discover first (previous slide)
• Usage Analysis
– Includes place-specific users
• Data Analysis
– Excludes configuration documents
• Design Analysis
– Interprets end-user customization
– Example: Page Types instead of Domino Designer Forms
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©2011 Quest Software, Inc. All rights reserved.
Automating QuickPlace Migration with Classes
• Predefined Technical Classes
– Separate classes for “top level” place and sub-rooms
• Automatically mirror Place / Sub-room hierarchy
– Provision SharePoint sites using standard Team Site template
– Enable replacement of QuickLaunch area with QuickPlace menus
• Standard Migration jobs for each room
– Pages
– Calendar
– Tasks
– Discussion
– Welcome page -> Announcement (top level place only)
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©2011 Quest Software, Inc. All rights reserved.
Overall QuickPlace / QuickR Migration Process
• Prerequisites
– Discover QuickPlace / QuickR Organization
– Configure Link Tracking, HTTP Link Detection, User Mapping
• Edit QuickPlace / QuickR Technical Class
– Assign target site collection URL
– Customize desired site settings / migration jobs (next slide)
• Apply Class rules for top-level place
– Applications -> Place node, Including all children
• Customize desired settings for specific rooms
– Example: Customize migration job for custom form fields
• Run “Migrate to SharePoint” function
– Applications -> Place node, Including all children
– Including Site Provisioning and Navigation Provisioning
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©2011 Quest Software, Inc. All rights reserved.
NMSP Defaults you may want to change
• Site / sub-site names, URLs and site templates
• Map site-level permissions
• Navigation provisioning (menus)
• Migrate welcome page to announcements?
• Which migration jobs to run for places vs. sub-rooms?
• Migrate “orphan” documents in migration jobs?
• Change permission mappings in migration jobs?
• Migrate to pages instead of lists?
• Map additional columns, etc.
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©2011 Quest Software, Inc. All rights reserved.
What’s special about Domino.Doc?
• Similar to SharePoint Document Libraries
– Versioning, Check-in / Check-out
• Different databases implement Libraries, Cabinets, Binders
– Domino.Doc Cabinet similar to SharePoint Library
– Domino.Doc Binder similar to SharePoint Folders
• Documents are usually single file attachments
– Safe to map attachments to Doc Library
• Except when they are not!
– May contain Notes rich text or multiple attachments
– May be better to map to List Items, Document Sets, etc.
• Common Customizations
– Custom Binder Types
– Custom Folder Types
– Custom Views
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©2011 Quest Software, Inc. All rights reserved.
Designing Domino.Doc Migration Jobs
• Specify Domino.Doc as data source
– Select from predefined list of servers
– Scope of Migration job is cabinet
• Source Data Definition -> Document Selection
– Filter by Major/Minor Versions
– Filter by Published Status
– Filter by Document Type
– Filter by Binder
• Source Data Definition -> Data Fields
– Most standard fields are implicitly available
– Only specify custom fields
• Predefined Source Data Definitions available
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©2011 Quest Software, Inc. All rights reserved.
Domino.Doc Migration Jobs
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©2011 Quest Software, Inc. All rights reserved.
Discovering Domino.Doc libraries in the Console
• Database Discovery recognizes standard Domino.Doc
databases
– Does not read configuration documents
• Discover Domino.Doc Organization
– Reads configuration documents to determine library/cabinet hierarchy
– Organize databases into “Application” node hierarchy
– Special syntax for discovering one specific library or cabinet
– <server>!<database name>
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©2011 Quest Software, Inc. All rights reserved.
Automating Domino.Doc Migration with Classes
• Predefined Technical Classes
– Separate classes for Libraries and Cabinets
• Automatically mirror Library / Cabinet hierarchy
– Provision SharePoint sites for each Library (if desired)
• Standard Migration jobs for each Cabinet
– Maps attachments to standard Doc Library template
– (See earlier caveat!)
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©2011 Quest Software, Inc. All rights reserved.
Overall Domino.Doc Migration Process
• Prerequisites
– Discover Domino.Doc Organization
– Configure Link Tracking, HTTP Link Detection, User Mapping
• Edit Domino.Doc Library / Cabinet Technical Class
– Assign target site collection URL
– Customize desired site settings / migration jobs (next slide)
• Apply Class rules for top-level Library
– Applications -> Library node, Including all children
• Customize desired settings for specific Cabinets
– Example: Customize migration job for custom document types
• Run “Migrate to SharePoint” function
– Applications -> Library node, Including all children
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©2011 Quest Software, Inc. All rights reserved.
NMSP Defaults you may want to change
• Provision new site for each library?
• Map site-level permissions?
• Migrate all versions?
• Migrate unpublished documents?
• Change permission mappings in migration jobs?
• Migrate to lists instead of libraries?
• Migrate to document sets?
• Map additional columns, etc.
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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/notesmigration-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
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©2011 Quest Software, Inc. All rights reserved.
Steve’s blog: http://notes2sharepoint.org
Product: http://quest.com/notes-migrator-for-sharepoint/
©2011 Quest Software, Inc. All rights reserved.