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Notes Migrator for SharePoint

Migrate from Lotus Notes to SharePoint and Office 365 with No Data Loss

It can be expensive and taxing to maintain Notes applications while the rest of your environment switches to Microsoft technologies. That's why, when it comes to migrating Notes to SharePoint and Office 365, Dell is here to help.

Notes Migrator for SharePoint migrates Lotus Notes, QuickPlace/Quickr and Domino.Doc applications to SharePoint 2007/2010/2013, SharePoint Online and hosted SharePoint, with high data fidelity, minimal downtime and fewer development resources than you thought possible. Notes Migrator helps you reduce the risks of data loss and a failed project with a detailed pre-migration analysis. You’ll stay in command of the transition with an intuitive project management console, while your complex applications migrate quickly and seamlessly, reducing costs and your stress level.

Just Released: Version 6.2 includes support for SharePoint 2013, the ability to zip attachments while migrating, direct folder level migration, improved handling of forms and a more robust discovery process. See release notes for more detail.

Features

  • Scan & plan—Notes Migrator helps you discover Notes, QuickPlace/Quickr or Domino.Doc databases, classify them, and analyze their design and data complexity. You’ll be able to quickly determine which applications are unused and don’t need to be migrated, as well as identify those that will need development resources. The data collected during the analysis will also help you manage and automate the project.
  • Rules-based automation—Using the data collected during analysis, you can assign new target locations and migration jobs using a customizable rules-based engine. You can use predefined rules for standard Notes applications or define your own rules for custom applications. You can also automate hundreds of individual migration jobs, reusing design work where appropriate, to finish the migration faster and reduce the chance of error.
  • Easy provisioning—You can provision new SharePoint sites, sub-sites, lists and libraries automatically based on your source infrastructure, reducing IT burden. For example, you can quickly reproduce the schema of your custom Notes applications in SharePoint lists and libraries. You can reuse the custom SharePoint site and list templates you have already developed internally, or provision new targets for your migrated content from scratch.
  • Extreme data fidelity— Notes Migrator migrates Notes rich text and complex application data with no loss in fidelity, ensuring a smooth transition experience for users. It preserves all essential data, including keyword fields, multi-valued items, nested tables, embedded objects, document metadata and security attributes. It also maintains document links and HTTP links between documents throughout the migration by redirecting users to the current location of each document, whether it is still on Notes or has already been migrated to SharePoint.
  • Dynamic document destinations—You can choose from a variety of migration options for applications, beyond just lists and libraries, in order to best achieve business objectives:
    • Migrate to SharePoint wiki pages, basic pages and content publishing pages when users need an intuitive, page-oriented experience.
    • To archive content in a practical format, migrate to Microsoft Word, PDF or HTML documents.
    • For applications requiring custom form layouts, migrate your Notes documents to InfoPath XML documents, Web Part pages or custom Microsoft Word templates.
  • Complex app accelerator— Notes Migrator accurately determines migration requirements by detecting which Notes forms are being used as content types and which applications include complex data features. Now you can:
    • Migrate Notes schemas to custom lists or content types.
    • Minimize the need for costly development resources by using native SharePoint features to migrate complex application content, including approval status, versioning and in-process workflow state.
    • Move Notes form designs to InfoPath form libraries or InfoPath list forms, and Notes views to SharePoint views.
    • Simplify complex migrations by migrating Notes data to SQL Server tables.

Sys Reqs

NMSP Client:

  • At least 1 GB of RAM is recommended for running migration jobs and doing small analysis projects. For large analysis projects or bulk migrations involving over hundreds of databases, we recommend at least 4 GB of RAM.
  • Windows Identity Foundation is required on the NMSP Client for the Office 365 Authentication environment type. Windows Identity Foundation is not supported on Windows XP.

Notes data extraction:

  • Windows XP, Windows 2003, Windows Vista, Windows 7 or Windows 2008
  • Lotus Notes 5.04 client or higher (may connect to remote Notes 3.0 or higher servers on any platform). Conversion of native embedded images requires Notes 6.x or higher.
  • .NET Framework 3.5 and 4.0 installed

SharePoint data load using native web services:

  • Any SharePoint 2010 or 2013 server with web services enabled

SharePoint data load using Import Service:

  • Windows 2003, Windows 7 or Windows 2008
  • Windows SharePoint Services 3.0, Office SharePoint Server 2007, SharePoint 2010 or SharePoint 2013
  • .NET Framework 3.5
  • Administrator access on the SharePoint server, database and site collection

NMSP Console

  • Notes Migrator for SharePoint Console is a MMC Snap-in so Microsoft Management Console (MMC) 3.0 is required to run the Console. This is part of Vista and is now included in recent Windows Service packs, but if need it you can download it here: http://support.microsoft.com/?kbid=907265.

Note: On Windows XP or Windows 2003, it is a Microsoft best practice to run MMCPerf.exe before installing NMSP or other managed MMC snap-ins. After installing MMC 3.0, the MMCPerf.exe tool can be found in the Windows System32 folder. Running this tool can improve the performance of MMC and will prevent certain errors launching the NMSP Migration Console.

  • The Notes Migrator for SharePoint Console requires that the free Microsoft Report Viewer 2008 be installed in order to display and export reports. If this component is not installed, the Discovery, Analysis and Migration reporting options will be not enabled. The Report Viewer may be downloaded from: http://www.microsoft.com/downloads/details.aspx?familyid=6AE0AA19-3E6C-474C-9D57-05B2347456B1&displaylang=en
  • For creating custom report templates (RDLC files), you need a third-party report designer. Microsoft's Visual Studio Report Designer is currently the only report designer supported as the RDLC editor. The Express versions are not supported however. For more information about this report designer and how to build reports using it, please refer to http://msdn.microsoft.com/en-us/library/ms157166.aspx
  • The NMSP Console uses a local Notes database as its Repository in order to store data that is gathered through analysis and user input. The Setup Wizard that is run after the Console is installed will create this database for you.
  • For large discovery and analysis projects involving hundreds of databases, we strongly recommend more memory than the minimum described above. Having 4 GB or more of RAM available is desirable for this type of project.

Link Tracking Service
The Link Tracking Service uses a SQL Server 2005 or 2008 database to keep track of documents that have been migrated to SharePoint and intra-document references. If you choose to install the Link Tracking Service you will be prompted to create a new database or upgrade an existing one during the install process. If you plan to migrate Notes documents to multiple front-end SharePoint servers, you may wish to direct each Link Tracking instance to the same shared database so intra-document links will work correctly in as many cases as possible.
If this is your first Notes Migrator for SharePoint Services installation, you should create a new database on the SQL Server instance of your choice. This will require that the account used to run the installation program has sufficient rights to create new databases. After the database is created, SQL Server administrators can adjust the security settings of the database to control who can write to it (anyone migrating documents, as well as the Central Administration service account) and who can read it (anyone who might want to traverse an intra-document link).

Import Service
The Import Service is deployed as a stand-alone IIS web site and thus needs to be configured with a unique port number and/or host header on your server. While it is possible to carefully arrange host headers such that the Import Service and various SharePoint sites can coexist on the same machine with the same port number, it is more common to simply assign a unique port number to the Import Service. In either event, it will be important that anyone using remote Notes Migrator for SharePoint or the Desktop clients have access to the Import Service and is not blocked by any firewall software. The Import Service is a Windows Communication Foundation (WCF) and thus allows a variety of transport protocols and security options. In particular you can decide to leverage SSL or use session level encryption.

Note: This list shows only the most basic requirements; it is meant to define the supported versions of the source and target systems, as well as summarize the nature of the required environment. Additional requirements must be satisfied for an actual installation and configuration; these are fully documented in the product installation guide.

Videos

Screenshots

Migration Console

Migration Console

The migration console allows you to look across many Notes databases across many servers and manage the entire migration process.

Pre-Migration Analysis

Pre-Migration Analysis

The Notes Migrator for SharePoint free analysis tool shows Notes design, data and usage details.

Auto Classification System

Auto Classification System

The Notes Migrator classification system is a rules-based engine that you can use to automatically classify the databases in your environment.

Design Analysis and Template Comparison

Design Analysis and Template Comparison

Notes Migrator for SharePoint provides a high-level summary of the design details and enables you to drill down into all the specifics if needed.

Reports and Charts

Reports and Charts

Notes Migrator contains a variety of useful reports and charts and provides a wizard to create your own.

Simplify Your QuickPlace Migration

Simplify Your QuickPlace Migration

The migration console allows you to migrate multiple QuickPlace databases at one time, automatically map rooms and sub-rooms to the appropriate SharePoint target, and provision SharePoint sites, sub-sites and members.

Docs

Support Docs, Notes and Guides

Release Notes and User Guides back to top