DocAve 6 Migrator. User Guide. Service Pack 2, Cumulative Update 2. Revision E Issued June DocAve 6: Migrator

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1 DcAve 6 Migratr User Guide Service Pack 2, Cumulative Update 2 Revisin E Issued June

2 Table f Cntents Abut Migratr... 8 Cmplementary Prducts... 8 Submitting Dcumentatin Feedback t AvePint... 9 Befre Yu Begin Cnfiguratins Agents Required Permissins File System Migratr SharePint Migratr Ltus Ntes Migratr erm Migratr Livelink Migratr Exchange Public Flder Migratr Lcal System Permissins Getting Started Launching DcAve Migratr Abut Online Migratin Settings Creating Cntainers Creating a Site Cllectin Creating a Site Creating a List/Library Abut Exprt Lcatins (Offline Jbs Only) Managing Exprt Lcatin Creating and Editing Exprt Lcatins Exprt Mde Imprt Mde Cnfiguring Migratin Databases File System Migratins Pre-Migratin Cnfiguratins

3 Managing File System Cnnectins Creating and Editing File System Cnnectins Cnfiguring a File System Migratin Filter Plicies Mapping Settings Setting Up File System Migratin Prfiles Perfrming a File System Migratin Metadata Excel File SharePint Online Migratins Cnfiguring SharePint Online Migratin Prfiles Perfrming a SharePint Online Migratin SharePint Offline Migratins Cnfiguring a SharePint 2007 t 2010 Offline Migratin Cnfiguring Strage Plicies Setting Up an Exprt Prfile Setting Up an Imprt Prfile Editing a Metadata File Editing the XML File Perfrming a SharePint 2007 t 2010 Offline Migratin Exprt Imprt Supprted and Unsupprted Elements fr SharePint Migratin Ltus Ntes Online Migratins Pre-migratin Cnfiguratins Managing Ltus Ntes Cnnectins Creating and Editing Ltus Ntes Cnnectins Cnfiguring Ltus Ntes Online Migratin Filter Plicies Mapping Settings Setting Up Ltus Ntes Online Migratin Prfiles Perfrming a Ltus Ntes Online Migratin Ltus Ntes Offline Migratins

4 Cnfiguring a Ltus Ntes Offline Migratin Setting Up an Exprt Prfile Setting Up an Imprt Prfile Perfrming a Ltus Ntes Offline Migratin Exprt Imprt Supprted and Unsupprted Elements in Ltus Ntes Migratr Supprted and Unsupprted Ltus Ntes Dcument Elements erm Online Migratins Cnfiguring erm Online Migratin Filter Plicies Mapping Settings Setting Up erm Online Migratin Prfiles Perfrming an erm Online Migratin Cnflict Reslutin erm Offline Migratins Cnfiguring an erm Offline Migratin Setting Up an Exprt Prfile Setting Up an Imprt Prfile Perfrming an erm Offline Migratin Exprt Imprt erm Migratin Clumn Type Mapping Table Supprted and Unsupprted Elements fr erm Migratr Livelink Online Migratins Pre-migratin Cnfiguratins Managing Livelink Cnnectins Cnfiguring Livelink Cnnectins Cnfiguring Livelink Online Migratin Filter Plicies Mapping Settings Setting Up Livelink Online Migratin Prfiles

5 Perfrming a Livelink Online Migratin Livelink Offline Migratins Cnfiguring a Livelink Offline Migratin Setting Up an Exprt Prfile Setting Up an Imprt Prfile Perfrming a Livelink Offline Migratin Exprt Imprt Supprted and Unsupprted Elements fr Livelink Migratr Exchange Public Flder Migratins Pre-migratin Cnfiguratins Managing Exchange Public Flder Cnnectins Cnfiguring Exchange Public Flder Cnnectins Cnfiguring Exchange Public Flder Migratin Filter Plicies Mapping Settings Setting Up Exchange Public Flder Migratin Prfiles Perfrming an Exchange Public Flder Migratin Supprted List/Library fr Different Exchange Flder Types Managing Sub-prfiles Editing an Existing Sub-prfile Deleting an Existing Sub-prfile Uplading a Previusly-cnfigured Sub-prfile Dwnlading an Existing Sub-prfile Managing Plans Migratr Tls Accessing Migratins Ht Key Mde File System Migratin Hme Page Plan Manager SharePint Migratin Hme Page

6 SharePint Online Migratin Create Prfile Migratin Database Plan Manager Page Exchange Public Flder Migratin Hme Page Plan Manager Page Ltus Ntes Migratin Hme Page Plan Manager Page erm Migratr Hme Page Plan Manager Page Livelink Migratin Hme Page Migratin Database Cnfigure Cnnectin Livelink Migratin Create Prfile Plan Manager Page Appendix A: Migratin Database fr File System Migratr, SharePint Migratr, Livelink Migratr and Exchange Public Flder Migratr Jb Detail Jb Ntificatin Jb Statistic Object Type Livelink Exchange Public Flder Appendix B: Custmizatin Supprt Tables Ltus Ntes Migratr Custmizatin Supprt Table Livelink Migratr Cnfiguratin File erm Migratr Custmizatin Table

7 Exchange Public Flder Migratr Custmizatin Supprt Table Appendix C: Advanced Settings in Cnfiguratin Files File System Migratr Cnfiguratin Files FileMigratinCnfiguratin.xml erm Migratr Cnfiguratin Files ermmigratincnfiguratin.xml Exchange Public Flder Migratin Cnfiguratin File SharePint Migratr Cnfiguratin Files Surce Cnfiguratin File Destinatin Cnfiguratin File Appendix D: Cnflict Reslutin Cntainer Level Cnflict Reslutin Cntent Level Cnflict Reslutin

8 Abut Migratr Demand fr migratin t Micrsft SharePint 2010 and SharePint 2013 cntinues t grw as the platfrm rapidly becmes the standard fr rganizatins seeking a centralized knwledge repsitry and cllabrative wrkspace. Minimize the time and effrt required t transfer enterprise-wide cntent t SharePint by utilizing DcAve's seamless, fully mapped transfer f cntent frm mre than 14 legacy systems t SharePint 2010 and SharePint SharePint migratin prjects are usually defined by business disruptin and end-user cnfusin. With DcAve, this is n lnger the case. Enable SharePint administratrs t easily autmate the prcess f cnslidating multiple cntent surces int SharePint Maximize return n investment fr cntent residing in legacy repsitries Granularly migrate cntent dwn t individual SharePint items in real-time, r thrugh dynamic scheduling Retain all assciated metadata and permissins thrughut the migratin prcess Organizatins can further minimize business disruptin and time-t-value by leveraging AvePint Partner Services (APPS) t perfrm detailed data analysis, cntent and applicatin migratins, and pstmigratin verificatins. As with all AvePint sftware, ur SharePint Migratin tls leverage nly fully supprted Micrsft methdlgies and APIs. Cmplementary Prducts Many prducts and prduct suites n the DcAve 6 platfrm wrk in cnjunctin with ne anther. The fllwing prducts are recmmended fr use with DcAve Migratr: DcAve Cntent Manager fr SharePint fr restructuring r mving SharePint cntent. DcAve Reprt Center fr SharePint t examine pain pints in the SharePint infrastructure and reprt n SharePint user behavir and changes. DcAve Data Prtectin fr setting backup and recvery pints prir t adjusting SharePint gvernance plicies in this prduct. DcAve Replicatr t perfrm live r event-driven, as well as scheduled r ffline replicatin. Synchrnizatin and management f all cntent, cnfiguratins, and securities is perfrmed with full fidelity. 8

9 Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Yu can Submit Yur Feedback n ur website. 9

10 Befre Yu Begin Refer t the sectins fr system and farm requirements that must be in place prir t installing and using DcAve Migratr. *Ntes: Refer t the DcAve 6 Installatin Guide fr infrmatin abut the surce versins and systems that are supprted by DcAve Migratr. Cnfiguratins In rder t use DcAve Migratr, the DcAve 6 platfrm must be installed and cnfigured prperly n yur farm. DcAve Migratr will nt functin withut DcAve 6 present n the farm. Agents DcAve Agents are respnsible fr running DcAve jbs and interacting with the SharePint bject mdel. DcAve Agents enable DcAve Manager t cmmunicate with the respective servers, allwing fr DcAve Migratr cmmands t functin prperly. *Nte: The use f system resurces n a server increases when the installed agent is perfrming actins. This may affect server perfrmance. Hwever, if the agent installed n a server is nt being used, the use f system resurces is very lw and, therefre, the effect n server perfrmance is negligible. Fr instructins n installing the DcAve Platfrm, DcAve Manager, and DcAve Agents, see the DcAve 6 Installatin Guide. Required Permissins File System Migratr T install and use DcAve File System Migratr prperly, ensure that the agent accunt has the fllwing permissins Lcal System Permissins: The permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. *Nte: Operatins f files n the file system require lcal administratin permissin. Therefre, yu must make sure that the Agent accunt is in the lcal Administratrs grup. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 File System Migratr; they are nt autmatically cnfigured. 10

11 User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full cntrl t all znes f all Web applicatins via User Plicy fr Web applicatins. Managed Metadata Service Term Stre Administratr Other permissins required 3. Managed Metadata Service Full Cntrl Managed Metadata Service Administratr SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 File System Migratr; they are nt autmatically cnfigured. Member has a Database Rle f db_wner fr all f the databases related t SharePint, including Cntent Databases, SharePint Cnfiguratin Database, and Central Admin Database. Creatr and Security Admin permissin t SQL Server. SharePint Migratr T install and use SharePint Migratr prperly, ensure that the Agent accunt f the SharePint 2007 envirnment has the fllwing permissins Lcal System Permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 SharePint Migratr; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Search Service: Full Cntrl Persnalizatin Services Permissin: All f the granular permissins f the default Shared Service Prvider Plicy fr Web applicatin: Full Read SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 SharePint Migratr; they are nt autmatically cnfigured. Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, and Central Admin Database Creatr and Security Admin permissin t SQL Server 11

12 SharePint 2010 Envirnment T install and use SharePint Migratr prperly, ensure that the Agent accunt f the SharePint 2010 envirnment has the fllwing permissins Lcal System Permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 SharePint Migratr; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full cntrl t all znes f all Web applicatins via User Plicy fr Web applicatins. User Prfile Service Applicatin permissins: Use Persnal Features Create Persnal Site Use Scial Features Managed Metadata Service: Term Stre Administratr Business Data Cnnectivity Service: Full Cntrl Search Service: Full Cntrl SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 SharePint Migratr; they are nt autmatically cnfigured. Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, and Central Admin Database. Creatr and Security Admin permissin t SQL Server *Nte: If yu migrate cntents t a Web applicatin, make sure that the Agent accunt is db_wner f each cntent database f the Web applicatin. SharePint 2013 Envirnment T install and use SharePint Migratr prperly, ensure that the Agent accunt f the SharePint 2013 envirnment has the fllwing permissins: Lcal System Permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins.

13 2. 3. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 SharePint Migratr; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full cntrl t all znes f all Web applicatins via User Plicy fr Web applicatins. User Prfile Service Applicatin permissins: Use Persnal Features Create Persnal Site Use Scial Features Managed Metadata Service: Term Stre Administratr Business Data Cnnectivity Service: Full Cntrl Search Service: Full Cntrl SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 SharePint Migratr; they are nt autmatically cnfigured. Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, and Central Admin Database. Creatr and Security Admin permissin t SQL Server *Nte: If yu migrate cntents t a Web applicatin, make sure that the Agent accunt is db_wner f each cntent database f the Web applicatin. Ltus Ntes Migratr T install and use DcAve Ltus Ntes Migratr prperly, ensure that the Agent accunt has the fllwing permissins Lcal System Permissins: The permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Ltus Ntes Migratr; they are nt autmatically cnfigured. Member f the Farm Administratrs grup Full cntrl t all znes f all Web applicatins via User Plicy fr Web applicatins Managed Metadata Service Term Stre Administratr 13

14 Other permissins required: 3. Managed Metadata Service Full Cntrl Managed Metadata Service Administratr SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Ltus Ntes Migratr; they are nt autmatically cnfigured. Member has a Database Rle f db_wner fr all f the databases related t SharePint, including Cntent Databases, SharePint Cnfiguratin Database, and Central Admin Database. erm Migratr T install and use DcAve erm Migratr prperly, ensure that the agent accunt has the fllwing permissins Lcal System Permissins: The permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. *Nte: Operatins f files n the file server that is cnnected by the UNC path require the Read permissin at least. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 erm Migratr; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full cntrl t all Web applicatins via User Plicy fr Web applicatins Managed Metadata Service Term Stre Administratr Managed Metadata Administratr with Full Cntrl Permissin SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 erm Migratr; they are nt autmatically cnfigured. Member has a Database Rle f db_wner fr all f the databases related t SharePint, including Cntent Databases, SharePint Cnfiguratin Database, and Central Admin Database. dbcreatr and securityadmin Server Rles t SQL server 14

15 Livelink Migratr T install and use DcAve Livelink Migratr prperly, ensure that the agent accunt has the fllwing permissins Lcal System Permissins: The permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Livelink Migratr; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full cntrl t all znes f all Web applicatins via User Plicy fr Web applicatins User Prfile Service Applicatin permissins: Use Persnal Features Create Persnal Site Use Scial Features Managed Metadata Service Term Stre Administratr Other permissins required Managed Metadata Service Full Cntrl Managed Metadata Service Administratr SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Livelink Migratr; they are nt autmatically cnfigured. Member has a Database Rle f db_wner fr all f the databases related t SharePint, including Cntent Databases, SharePint Cnfiguratin Database, and Central Admin Database. Exchange Public Flder Migratr T install and use DcAve Exchange Public Flder Migratr prperly, ensure that the Agent accunt has the fllwing permissins. 1. Lcal System Permissins: The permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. 15

16 2. 3. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Exchange Public Flder Migratr; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full Cntrl t all znes f all Web applicatins via User Plicy fr Web applicatins Managed Metadata Service Term Stre Administratr Managed Metadata Service Administratr with Full Cntrl Permissin SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Exchange Public Flder Migratr; they are nt autmatically cnfigured. Member has a Database Rle f db_wner fr all f the databases related t SharePint, including Cntent Databases, SharePint Cnfiguratin Database, and Central Admin Database. Member has the Server Rles f dbcreatr and securityadmin t SQL server. Lcal System Permissins The fllwing Lcal System Permissins are autmatically cnfigured during DcAve 6 installatin: User is a member f the fllwing lcal grups: IIS WPG (fr IIS 6.0) r IIS IUSRS (fr IIS 7.0) Perfrmance Mnitr Users DcAve Users (the grup is created by DcAve autmatically; it has the fllwing permissins): Full cntrl t the Registry f HKEY_LOCAL_MACHINE\SOFTWARE\AvePint\DcAve6 Full cntrl t the Registry f HKEY_LOCAL_MACHINE\System\CurrentCntrlSet\Services\eventlg Full Cntrl t the Cmmunicatin Certificate Permissin f Lg n as a batch jb (it can be fund within Cntrl Panel > Administrative Tls > Lcal Security Plicy > Security Settings > Lcal Plicies > User Rights Assignment) Full Cntrl Permissin fr DcAve Agent installatin directry 16

17 Getting Started Refer t the sectins belw fr imprtant infrmatin n getting started with Central Admin. Launching DcAve Migratr T launch Central Admin and access its functinality, fllw the instructins belw: Lg int DcAve. If yu are already in the sftware, click the DcAve tab. The DcAve tab displays all prduct suites n the left side f the windw. Click Migratin t view all f the Migratin mdules. Click File System Migratin/SharePint Migratin/Ltus Ntes Migratin/eRm Migratin/Livelink Migratin/Exchange Public Flder Migratin t launch the pertinent mdule. Figure 1: DcAve mdule launch windw. 17

18 Abut Online Migratin Settings An Online Migratin jb migrates cntent, cnfiguratins, securities, and users frm a surce envirnment t a destinatin SharePint envirnment when a netwrk between the surce and destinatin is available. While it is theretically pssible t run an Online Migratin jb withut cnfiguring the settings described in the sectins belw, it is strngly recmmended that yu cnfigure these settings in rder t ensure apprpriate cntent management during migratin. See the sectins belw fr instructins n cnfiguring Online Migratin Settings fr different types f migratrs. 18

19 Creating Cntainers Cntainers are created in the destinatin prir t a migratin in rder t stre the migrated cntent. The cntainer can be a site cllectin, site, list, library, r flder, depending upn the migratin type selected. DcAve allws yu t create cntainers in SharePint withut leaving the DcAve interface, allwing yu t perfrm migratin tasks withut having t use SharePint t create all f the necessary cntainers in the destinatin. The fllwing is a supprted list f cntainer types that can be created n specific Migratr. Cntainer Type Site Cllectin Site List/Library Flder Migratr SharePint Migratin Livelink Migratin Ltus Ntes Migratin erm Migratin SharePint Migratin Exchange Public Flder Migratin Livelink Migratin Ltus Ntes Migratin erm Migratin File System Migratin SharePint Migratin Exchange Public Flder Migratin Livelink Migratin Ltus Ntes Migratin erm Migratin File System Migratin SharePint Migratin Livelink Migratin Ltus Ntes Migratin erm Migratin T create a cntainer, in the Destinatin pane, enter the name f a new cntainer in the available field, and then click Create Cntainer. The Create Cntainer interface will pp up. Depending n the cntainer type yu are creating, cnfigure the settings fr each type f cntainer as such: *Nte: When creating a flder, n settings need t be cnfigured, and clicking Create Cntainer at flder level will create a flder immediately. 19

20 Creating a Site Cllectin Cnfigure these settings in the Create Site Cllectin page: Title and Descriptin Enter the Title f the new site cllectin and a Descriptin fr future references. Template Selectin Select the desired language frm the Select a language drp-dwn list. Then select a site template fr this new site cllectin. Click n a tab t access the templates listed in that categry, r click n the Custm tab and select Select Template Later t nt chse a template upn creatin. Primary Site Cllectin Administratr Enter the Username f the primary administratr fr this site cllectin. Then click t check whether the user is valid, r click t select peple and grups in a new page. Secndary Site Cllectin Administratr Enter the Username f the secndary administratr fr this site cllectin. Quta Template Select the strage quta template t apply t this site cllectin. Cntent Database Select the Cntent Database fr this site cllectin Click OK t create the new site cllectin, r click Cancel t clse the Create Cntainer interface. Creating a Site Cnfigure these settings in the Create Site page: Title and Descriptin Enter the Title f the new site and a Descriptin fr future references. Template Selectin Select the desired language frm the Select a language drp-dwn list. Then select a site template fr this new site. Click n a tab t access the templates listed in that categry. Permissins Select Use unique permissins t allw a unique set f users access t this new site. Select Use same permissins as parent site t allw the same users wh can access the parent site access t this new site. Click OK t create the new site, r click Cancel t clse the Create Cntainer interface. Creating a List/Library Cnfigure these settings in the Create List page: Object Type Chse whether yu wish t create a List r Library. Categry Select the categry fr the new list r library. Dcument Template (fr Library nly) Fr a new library, select a dcument template frm the drp-dwn list t determine the default fr all new files created in this dcument library. 20

21 Click OK t create the new list r library, r click Cancel t clse the Create Cntainer interface. Abut Exprt Lcatins (Offline Jbs Only) The Exprt Lcatin feature is a mandatry step fr exprting r imprting data in an ffline erm Migratr, Ltus Ntes Migratr, r Livelink Migratr jb. There are tw exprt lcatin mdes: Exprt Mde and Imprt Mde. Exprt Mde is used t set up an exprt lcatin where yu will stre ffline migratin data, while Imprt Mde migrates exprted data t the destinatin farm. T access Exprt Lcatin settings, fllw the steps belw. 1. Click Exprt r Imprt in the Plan Management grup n the ribbn t enter Exprt mde r Imprt mde. 2. Click Exprt Lcatin in the Settings grup n the ribbn; the Exprt Lcatin interface appears. Managing Exprt Lcatin In bth Exprt Mde and Imprt Mde in the Exprt Lcatin interface, all previusly-created exprt lcatins are displayed in the main display pane. In this interface, yu can change the number f exprt lcatins displayed per page and the rder in which they are displayed. T change the number f exprt lcatins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the exprt lcatins fr Exprt Mde, click n a clumn heading such as Exprt Lcatin Name, Agent, and Last Mdified Time. T srt the exprt lcatin fr Imprt Mde, click n a clumn heading such as Imprt Lcatin Name, Farm, and Last Mdified Time. Custmize hw these exprt lcatins displayed in a number f different ways: Search Allws yu t filter Exprt Lcatins displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Exprt Lcatin viewing pane, enter the keywrd fr the Exprt Lcatins yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the Exprt Lcatins in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the Exprt Lcatins in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click f the clumn yu want t hide, the clumn is hidden. 21

22 This allws yu t filter Agent. Click f the clumn f Agent, and then check the checkbx next t the Agent name t have that Agent shwn. Perfrm the fllwing actins in the Exprt Lcatin interface: Create Click Create n the ribbn t create a new exprt lcatin. Fr details n creating a new exprt lcatin, see Creating and Editing Exprt Lcatins. View Details Click View Details n the ribbn and yu will see the previusly cnfigured settings fr this exprt lcatin. Here yu can als click Edit n the ribbn t make changes t the exprt lcatin s settings. Yu will be brught t the Edit Exprt Lcatin page where yu can change the settings f this exprt lcatin. Edit Click Edit n the ribbn t change the cnfiguratins fr this exprt lcatin. Fr details n editing cnfiguratins fr an exprt lcatin, refer t Creating and Editing Exprt Lcatins. Delete Click Delete n the ribbn. A cnfirmatin windw will pp up and ask whether yu are sure that yu want t prceed with the deletin. Click OK t delete the selected exprt lcatins, r click Cancel t return t the Exprt Lcatin interface withut deleting the selected exprt lcatins. Creating and Editing Exprt Lcatins T create a new exprt lcatin, click Create n the ribbn. T mdify a previusly-cnfigured exprt lcatin, select the exprt lcatin, and then click Edit n the ribbn. Exprt Mde In the Create Exprt Lcatin fr Exprt Mde r Edit Exprt Lcatin fr Exprt Mde interface, cnfigure the fllwing settings: Name and Descriptin Enter a Name fr the exprt lcatin that yu are abut t create. Then enter an ptinal Descriptin fr future reference. Agent and Path Cnfigure the fllwing settings t specify an exprt lcatin t stre the ffline migratin data. Agent Select yur desired DcAve Agent installed in the surce envirnment fr this exprt lcatin that yu are abut t create frm the drp-dwn list. UNC Path Enter a Universal Naming Cnventin (UNC) path as the lcatin where the exprted data will be stred in the UNC path text bx. Fr example, \\admin-pc\c$\data r \\admin-pc\shared flder Username and Passwrd Enter the username and passwrd that are available t the UNC path in the crrespnding text bxes. Then click Validatin Test and DcAve will test the path t make sure they are valid. Click OK t cmplete the cnfiguratin f the exprt lcatin fr Exprt Mde. 22

23 Imprt Mde In the Create Exprt Lcatin fr Imprt Mde r Edit Exprt Lcatin fr Imprt Mde interface, cnfigure the fllwing settings: Name and Descriptin Enter a Name fr the exprt lcatin that yu are abut t create. Then enter an ptinal descriptin fr future reference. Farm and Path Cnfigure the fllwing settings t designate the exprt lcatin where t retrieve the exprted data and specify a farm where yu wish the exprted data t be migrated t. Farm Select yur desired destinatin farm which the exprted data will be imprted t frm the Farm drp-dwn list. UNC Path Enter the UNC path which has been cnfigured in Exprt Lcatin fr Exprt Mde and has stred the exprted data t get the data. Username and Passwrd Enter the username and passwrd that are available t the UNC path in the crrespnding text bxes. Then click Validatin Test and DcAve will test the path t make sure they are valid. Click OK t cmplete the cnfiguratin f the exprt lcatin fr Imprt Mde. 23

24 Cnfiguring Migratin Databases In rder t use erm Migratr, Livelink Migratr r Ltus Ntes Migratr, yu must cnfigure a dedicated migratin database t stre links and detailed jb infrmatin in SQL fr every farm that will be using these migratrs. Cnfiguring a migratin database is nt mandatry fr File System /Exchange Public Flder/SharePint Migratrs unless yu want t stre detailed jb infrmatin such as the status and type f the jb, the user wh run the jb, the start and end time f the jb, plan infrmatin, agent infrmatin, etc. Nte that the versin f SQL Server required t create a migratin database must be SQL Server 2005 SP1 r higher. 1. On the Hme tab, in the Settings grup, click Migratin Database. The Migratin Database page appears. 2. Select the farm that will be using at least ne f these migratrs (erm, Livelink r Ltus Ntes). Each farm using migratrs (erm, Livelink r Ltus Ntes) requires the fllwing steps. 3. Click Cnfigure in the Edit clumn. The Cnfigure page appears. 4. Cnfigure the fllwing settings fr the database that will stre migratin jb data: Cnfigure Migratin Database Specify a migratin database. Enter a new Database Server and a Database Name in the crrespnding fields. Authenticatin Select the authenticatin mde fr the migratin database. If yu select SQL authenticatin, the necessary infrmatin must be specified in the Accunt and Passwrd fields. Yu can als validate the SQL database accunt by clicking Validatin Test. Failver Database Server Specify a failver database server. In the event that the specified migratin database cllapses, the data stred in the Migratin database can be transferred t this standby database. Alternatively, yu can specify a Migratin Database in the Advanced settings by entering a cnnectin string instead f cnfiguring the settings in Step 3. Click Advanced; the Cnnectin String sectin appears. Check the Edit Cnnectin String directly checkbx t activate this feature, and then enter the cnnectin string accrding t the example listed in the left pane. Fr mre infrmatin abut hw t cnfigure the cnnectin string, refer t Micrsft SQL Server Help Dcument. 5. Click OK t finish and save the cnfiguratin, r click Cancel t return t the Migratin Database page withut saving any cnfiguratins. 24

25 File System Migratins Refer t the sectins belw t use File System Migratr. Pre-Migratin Cnfiguratins T use File System Migratr, first cnfigure the cnnectin s that the DcAve Agents can cnnect t the file system servers, which allws the File System Migratr t functin. Frm the Migratr Hme tab, click Cnfigure Cnnectin n the ribbn. The File System Cnnectin interface appears. Managing File System Cnnectins A file system cnnectin cnnects a DcAve Agent t yur file system server. In rder t wrk prperly, the DcAve Agent must be installed n the file system server that cntains the cntents yu wish t migrate t SharePint. Created cnnectins are displayed n the surce pane, shwing the cntents fr the file system migratin jb. The File System Cnnectin interface displays any file system cnnectins that yu have previusly created. In this interface, yu can change the number f file system cnnectins displayed per page and the rder in which they are displayed. T change the number f file system cnnectins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the file system cnnectins, click n a clumn heading such as Name, Agent and Last Mdified Time. Yu can custmize hw these cnnectins are displayed in a number f different ways: Search Allws yu t filter the file system cnnectins by the keywrd yu enter. The keywrd must be cntained in a clumn value. At the tp f the File System Cnnectin viewing pane, enter the keywrd fr the file system cnnectins yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the cnnectins in all f the pages whse names and descriptins cntain the keywrds will be displayed, while Search current page means that nly the cnnectins in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click f the clumn yu want t hide, the clumn is hidden. This allws yu t filter the Agent. Click n the Agent clumn, and then check the checkbx next t the Agent name t have that Agent shwn. 25

26 Perfrm the fllwing actins in the File System Cnnectin interface: Create Click Create n the ribbn t create a new file system cnnectin. Fr details n creating a new file system cnnectin, see Creating and Editing File System Cnnectins. View Details Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this file system cnnectin. Here yu can als click Edit n the ribbn t make changes t the file system cnnectin s settings. Yu will be brught t the Edit File System Cnnectin page where yu can change the settings f this file system cnnectin. Edit Click Edit n the ribbn t change the cnfiguratins fr this file system cnnectin. Fr details n editing cnfiguratins fr a file system cnnectin, see Creating and Editing File System Cnnectins. Delete Click Delete n the ribbn. A cnfirmatin windw appears. Click OK t delete the selected file system cnnectins, r click Cancel t return t the file system cnnectin interface withut deleting the selected file system cnnectins. Creating and Editing File System Cnnectins T create a new file system cnnectin, click Create n the ribbn. T mdify a previusly-cnfigured file system cnnectin, select the file system cnnectin, and then click Edit n the ribbn. In the Create File System Cnnectin r Edit File System Cnnectin interface, cnfigure the fllwing settings: File System Cnnectin Name Enter a Name fr the file system cnnectin. Then enter an ptinal Descriptin fr this file system cnnectin fr future reference. Cnnectin Cnfigure the fllwing settings t cnnect the file system server t the DcAve Agent. Agent Select an Agent where yu wish the file system server t cnnect frm the drp-dwn menu. UNC path Enter the UNC Path in the fllwing frmat: \\admin-pc\c$\data r \\admin-pc\shared flder Username and Passwrd Enter a Username and crrespnding Passwrd fr accessing the file system server. Click Validatin Test t verify whether the cnnectin is available. Click OK t save the cnfiguratins and return t the File System Cnnectin interface, r click Cancel t return t the File System Cnnectin interface withut saving any changes. 26

27 Cnfiguring a File System Migratin Filter Plicies The Filter Plicy allws yu t set up filter rules s that yu can cntrl what bjects are t be migrated t the SharePint destinatin, allwing yu t target cntent mre precisely. By setting up and saving filter plicies, yu can apply the same filter plicy t different file system migratin plans withut having t recreate them each time. T access the Filter Plicy interface, click Create Prfile n the Migratr Hme tab. On the Create Prfile page, click Filter Plicy n the ribbn. Managing Filter Plicies The Filter Plicy interface displays any filter plicies that yu have previusly created in the main display pane. In this interface, yu can change the number f filter plicies displayed per page and the rder in which they are displayed. T change the number f filter plicies displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the filter plicies, click n a clumn heading such as Filter Plicy Name, and Descriptin. Custmize hw these filter plicies are displayed in a number f different ways: Search Allws yu t filter previusly-created filter plicies displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the filter plicies viewing pane, enter the keywrd fr the filter plicies yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the filter plicies in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the filter plicies in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click f the clumn yu want t hide, the clumn is hidden. Perfrm the fllwing actins in the Filter Plicy interface: Create Click Create n the ribbn t create a new filter plicy. Fr detailed n creating a new filter plicy, see Creating Filter Plicies. Edit Click Edit n the ribbn t change the cnfiguratins fr the selected filter plicy. Fr details n editing cnfiguratins fr filter plicies, see Creating Filter Plicies. 27

28 Delete Click Delete n the ribbn. A cnfirmatin windw will pp up and ask whether yu are sure that yu want t prceed with the deletin. Click OK t delete the selected filter plicies, r click Cancel t return t the filter plicy interface withut deleting the selected filter plicies. Creating Filter Plicies T create a new filter plicy, click Create n the ribbn. T mdify a previusly-cnfigured filter plicy, select the filter plicy, and then click Edit n the ribbn. In the Create Filter Plicy r Edit Filter Plicy interface, cnfigure the fllwing settings: Name Enter the name fr the filter plicy that yu are creating, r rename the selected filter plicy that yu are editing. Descriptin (ptinal) Enter a descriptin fr this filter plicy. Filter Rule A filter rule allws yu t filter the files r flders that yu want t migrate by setting up a set f filter criteria. Fllw the steps belw t set up yur wn filter rules: a. Click Add a Filter Level Grup t add a filter rule, and then the filter rule cnfiguratin field appears. Yu can chse Flder r File as the bject that the rule will functin n. b. Click Add a Criterin, and then a basic criterin cnfiguratin rw appears. Name is the default rule, and Cntains is the default cnditin. Click Name t change the rule frm the drp-dwn menu, and then specify the crrespnding cnditin and value. Fr mre detailed rule settings fr each level yu can chse, see the table listed at the end f this sectin. c. Enter the Value accrding t the specific filter rule and filter cnditin. d. Repeat steps a, b, and c, r step b and step c, t add mre filter rules. There are tw lgic settings: And and Or. By default, the lgic is set t be And. It can be changed t Or by clicking And. And The cntent that meets all the criteria will be filtered t be included. Or The cntent that meets any ne f the criteria will be filtered t be included. Click OK t save the cnfiguratins and return t the Filter Plicy interface, r click Cancel t return t the Filter Plicy interface withut saving any changes. Fr mre detailed infrmatin abut Filter Plicies, refer t Examples f File System Migratin Filter Plicies. 28

29 Examples f File System Migratin Filter Plicies The fllwing table prvides the detailed infrmatin n the cmpnents and usages f File System Migratr filter plicies. *Nte: All f the text bxes are nt case sensitive, and d nt supprt wildcards. Filter Rule Cnditin Value Example Level Flder Name Cntains abc The flder whse name cntains abc is included. Fr example: abcdef,r abc Des Nt Cntain abc The flder whse name des nt cntain abc is included. Fr example: 123, r bc. Equals type The flder whse name is type is included. Des Nt Equal type The flder whse name is nt type is included. Created Time Mdified Time Befre :00 at Central Time (US & Canada) After :00 at Central Time (US & Canada) The flder that was created befre :00 at Central Time (US & Canada) is included. The flder that was created after :00 at Central Time (US & Canada) is included. Within Day(s)/Week(s)/Mnth(s) 3 Days The flder which was created within 3 days is included. Older Than Day(s)/Week(s)/Mnth(s) Befre :00 at Central Time (US & Canada) After :00 at Central Time (US & Canada) 3 Days The flder whse created time was lder than 3 days is included. The flder that was last mdified befre :00 at Central Time (US & Canada) is included. The flder that was last mdified after :00 at Central Time (US & Canada) is included. 29

30 Filter Level Rule Cnditin Value Example Last Accessed Time Within 3 Days The flder that was last mdified within 3 days is included. Older Than 3 Days The flder whse last mdified time was lder than 3 days is included. Befre :00 at Central Time (US & Canada) After :00 at Central Time (US & Canada) The flder that was last accessed befre :00 at Central Time (US & Canada) is included. The flder that was last accessed after :00 at Central Time (US & Canada) is included. Within Day(s)/Week(s)/Mnth(s) 3 Days The flder that was last accessed within 3 days is included. Older Than Day(s)/Week(s)/Mnth(s) File Name Cntains (wildcards are unsupprted) Des Nt Cntain (wildcards are unsupprted) 3 Days The flder whse last accessed time was lder than 3 days is included. abc abc The file whse name cntains abc is included. Fr example: abcdef.dcx, r abc.xlsx. The file whse name des nt cntain abc is included. Fr example: 123.png, r bc.dcx. Equals type The file whse name is type is included. Des Nt Equal type The file whse name is nt type is included. Type Cntains dc The file whse extensin name cntains the dc is included. Fr example: abc.dc, r abcd.dcx Des Nt Cntain dcx The file whse extensin name des nt cntain the dc is included. Fr example: abc.gif, r abcd.dc 30

31 Filter Level Rule Cnditin Value Example Equals dcx The file whse extensin name is dcx is included. Fr example: abc.dcx Des Nt Equal dcx The file whse extensin name is nt dcx is included. Fr example: abc.dc Size >= KB/MB/GB 10 KB The file whse size is nt smaller than 10 KB is included. Fr example: a file whse size is 15KB. <= KB/MB/GB 10 KB The file whse size is nt larger than 10 KB is included. Fr example: a file whse size is 5 KB. Metadata: Text Metadata: Number Manually enter the Metadata Name. Using this cnditin if yu want t filter the file accrding t its metadata value. This cnditin supprts all the metadata types except Number, Yes/N, Data and Time types. Manually enter the Metadata Name. This cnditin nly supprts the Number metadata type. Cntains apple The file that has this specified metadata and the specified metadata value cntains apple, is included. Des Nt Cntain apple The file that has this specified metadata and the specified metadata value des nt cntain apple, is included. Equals apple The file that has this specified metadata and the specified metadata value is apple, is included. Des Nt Equal apple The file that has this specified metadata and the specified metadata value is nt apple, is included. >= 10 The file that has the specified metadata, and this specified metadata value is larger than 10 r equals t 10 is included. <= 10 The file that has the specified metadata, and this specified metadata 31

32 Filter Level 32 Rule Cnditin Value Example Metadata: Yes/N Metadata: Date and Time Created Time Manually enter the Metadata Name. This cnditin nly supprts the Yes/N metadata type. Manually enter the Metadata Name. This cnditin nly supprts the Date and Time metadata type. value is smaller than 10 r equals t 10 is included. = 10 The file that has the specified metadata, and this specified metadata value equals t 10 is included. Is Exactly Yes The file that has the specified metadata, and this specified metadata value is exactly Yes is included. Befre :00 at Pacific Time (US & Canada) After :00 at Pacific Time (US & Canada) Within Day(s)/Week(s)/M nth(s) Older Than Day(s)/Week(s)/M nth(s)/year(s) Befre :00 at Central Time (US & Canada) After :00 at Central Time The file that has the specific metadata, and this specific metadata value is befre :00 at Pacific Time (US & Canada) is included. The file that has the specific metadata, and this specific metadata value is after :00 at Pacific Time (US & Canada) is included. 3 Weeks The file that has the specific metadata, and this specific metadata value is within 3 Weeks is included. 3 Weeks The file that has the specific metadata, and this specific metadata value is lder than 3 Weeks is included. The file that was created befre :00 at Central Time (US & Canada) is included. The file that was created after :00 at Central Time (US &

33 Filter Level Rule Cnditin Value Example Mdified Time Last Accessed Time PDF: Applicatin (US & Canada) Canada) is included. Within 3 Days The file that was created within 3 days is included. Older Than 3 Days The file whse created time was lder than 3 days is included. Befre The file that was last 06:00 at mdified befre Central Time :00 at Central (US & Canada) Time (US & Canada) is After :00 at Central Time (US & Canada) included. The file that was last mdified after :00 at Central Time (US & Canada) is included. Within 3 Days The file that was last mdified within 3 days is included. Older Than 3 Days The file whse last mdified time was lder than 3 days is included. Befre :00 at Central Time (US & Canada) After :00 at Central Time (US & Canada) The file that was last accessed befre :00 at Central Time (US & Canada) is included. The file that was last accessed after :00 at Central Time (US & Canada) is included. Within 3 Days The file that was last accessed within 3 days is included. Older Than 3 Days The file whse last accessed time was lder than 3 days is included. Cntains abc The PDF whse Applicatin prperty value cntains abc is included. Des Nt Cntain abc The PDF whse Applicatin prperty 33

34 Filter Level 34 Rule Cnditin Value Example PDF: Authr PDF: Date Created PDF: Date Mdified value des nt cntain abc is included. Equals abc The PDF whse Applicatin prperty value equals t be abc is included. Des Nt Equal abc The PDF whse Applicatin prperty value des nt equal abc is included. Cntains AvePint The PDF whse authr cntains AvePint is included. Fr example: AvePint.cm Des Nt Cntain AvePint The PDF whse authr des nt cntain AvePint is included. Fr example: DcAve Equals AvePint The PDF whse authr equals t be AvePint is included. Des Nt Equal AvePint The PDF whse authr des nt equal t Befre :00 at Central Time (US & Canada) After :00 at Central Time (US & Canada) AvePint is included. The PDF that was created befre :00 at Central Time (US & Canada) is included. The PDF that was created after :00 at Central Time (US & Canada) is included. Within 3 Days The PDF that was created within 3 days is included. Older Than 3 Days The PDF whse created time was lder than 3 days is included. Befre :00 at Central Time (US & Canada) The PDF that was last mdified befre :00 at Central Time (US & Canada) is

35 Filter Level Rule Cnditin Value Example PDF: Keywrds After :00 at Central Time (US & Canada) included. The PDF that was last mdified after :00 at Central Time (US & Canada) is included. Within 3 Days The PDF that was last mdified within 3 days is included. Older Than 3 Days The PDF whse last mdified time was lder than 3 days is included. Cntains AvePint The PDF whse keywrds cntain AvePint is included. Des Nt Cntain AvePint The PDF whse keywrds d nt cntain AvePint is included. Equals AvePint The PDF whse keywrd equals t be AvePint is included. Des Nt Equal AvePint The PDF whse keywrd des nt equal t be AvePint is included. PDF: PDF Prducer Cntains Adbe The PDF whse prducer cntains Adbe is included. Fr example: the PDF whse prducer is Adbe Library is filtered t be included. Des Nt Cntain Adbe The PDF whse prducer des nt cntain Adbe is included. Fr example: the PDF whse prducer is HT is filtered t be included. Equals Adbe The PDF whse prducer equals t be Adbe is included. Des Nt Equal Adbe The PDF whse prducer des nt equal t be Adbe is included. PDF: PDF >= 3.5 The PDF whse versin 35

36 Filter Level Rule Cnditin Value Example Versin PDF: PDF Web View PDF: Subject is larger than 3.5 r equals t be 3.5 is included. <= 3.5 The PDF whse versin is smaller than 3.5 r equals t be 3.5 is included. = 3.5 The PDF whse versin equals t be 3.5 is included. Is Exactly (Yes/N) Yes The PDF whse web view is exactly Yes is included. Cntains Migratin The PDF whse subject cntains Migratin is included. Des Nt Cntain Migratin The PDF whse subject des nt cntain Migratin is included. Equals Migratin The PDF whse subject equals t be Migratin is included. Des Nt Equal Migratin The PDF whse subject des nt equal t be Migratin is included. PDF: Title Cntains Migratin The PDF whse title cntains Migratin is included. Des Nt Cntain Migratin The PDF whse title des nt cntain Migratin is included. Equals Migratin The PDF whse title equals t be Migratin is included. Des Nt Equal Migratin The PDF whse title des nt equal t be Migratin is included. 36

37 Mapping Settings Befre perfrming a file system migratin jb, yu may want t define ptinal Dmain Mapping, User Mapping, Grup Mapping, Permissin Mapping, and Dynamic Mapping settings. Default mapping settings are prvided in the event that yu d nt want t custmize the mappings. Refer t the fllwing sectins t decide whether t cnfigure the mapping settings, and learn hw t cnfigure the mapping settings. Dmain Mapping If there are users with the same name but with different dmains in the surce and destinatin respectively, yu can map a surce dmain name t a SharePint dmain name in the destinatin by using dmain mapping. During migratin, Migratr will change the surce dmain name t yur specified dmain name in the destinatin nde. Fr example, the surce user summer\user1 can be mapped t SharePint dmain user may\user1 thrugh dmain mapping T access Dmain Mapping, click Create Prfile n the ribbn f Hme tab. The Create Prfile tab appears. Click Mappings n the ribbn, and then select Dmain Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new dmain mapping rule. Fr specific instructins n setting up dmain mapping, refer t the Cntrl Panel Reference Guide. User Mapping User mapping enables yu t map an existing surce nde username t an existing SharePint user name in the destinatin. During migratin, Migratr will replace the surce username with the specified username in the destinatin nde T access Dmain Mapping, click Create Prfile n the ribbn f Hme tab. The Create Prfile tab appears. Click Mappings n the ribbn, and then select User Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new user mapping rule. *Nte: If yu cnfigure the user mapping t map the user f Mdified by t a destinatin SharePint user, make sure that yu enter the user s display name in the text bx f Surce Username clumn. Fr specific instructins n setting up user mapping, refer t the Cntrl Panel Reference Guide. 37

38 Grup Mapping Use grup mapping t map an existing surce grup name t a SharePint grup. During the migratin, Migratr will replace the surce grup name with yur specified grup name in the destinatin nde T access Grup Mapping, click Create Prfile n the ribbn f Hme tab. The Create Prfile tab appears. Click Mappings n the ribbn, and then select Grup Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new grup mapping rule. Fr specific instructins n setting up user mapping, refer t the Cntrl Panel Reference Guide. Permissin Mapping Permissin mapping allws yu t map permissins in the surce t SharePint permissins in the destinatin. During the migratin, Migratr will replace the surce permissin with yur specified permissin name in the destinatin nde. File System Migratin prvides yu a Default Permissin Mapping rule t migrate the file system permissins t the SharePint permissins, which is cntained as default permissin mapping rule in the default main prfile, when running a quick mde jb T access Permissin Mapping, click Create Prfile n the ribbn f Hme tab. The Create Prfile tab appears. Click Mappings n the ribbn, and then select Permissin Mapping frm the drp-dwn menu. The Permissin Mapping interface appears. The Permissin Mapping interface displays all previusly-cnfigured permissin mappings. In this interface, yu can change the number f permissin mappings displayed per page and the rder in which they are displayed. T change the number f permissin mappings displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the permissin mappings, click n a clumn heading such as Permissin Mapping Name, and Descriptin. Custmize hw these permissin mappings are displayed in a number f different ways: Search Allws yu t filter permissin mappings displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Permissin Mapping viewing pane, enter the keywrd fr the permissin mappings yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the permissin mappings in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the permissin mappings in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. 38

39 This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Yu may perfrm the fllwing actins t a permissin mapping: Create Click Create n the ribbn t create a new permissin mapping rule. Fr detailed n creating a new permissin mapping, see Creating and Editing Permissin Mappings. View Details Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this permissin mapping. Here yu can als click Edit n the ribbn t make changes t the permissin mapping s settings. Yu will be brught t the Edit Permissin Mapping page where yu can change this permissin mapping. Edit Click Edit n the ribbn t change the cnfiguratin f this permissin mapping. Fr details n editing permissin mapping, seecreating and Editing Permissin Mappings. Delete Click Delete n the ribbn. A cnfirmatin windw pps up and asks if yu are sure yu want t prceed with the deletin. Click OK t delete the selected permissin mappings, r click Cancel t return t the Permissin Mapping interface withut deleting the selected permissin mappings. Creating and Editing Permissin Mappings T create a new permissin mapping, click Create n the ribbn. T edit a previusly-cnfigured permissin mapping, select the permissin mapping and then click Edit n the ribbn. In the Create r Edit Permissin Mapping interface, cnfigure the fllwing settings: Permissin Mapping Name Enter a Permissin Mapping Name fr the permissin mapping that yu are abut t create r edit. Then enter an ptinal Descriptin fr this permissin mapping fr future reference. Permissin Mapping Allws yu t set up the mapping f file system permissins t SharePint permissins. It prvides yu tw mdes f the permissin mapping. The Permissin Entry Mde enables yu t cnfigure the mappings f five file system permissin levels t SharePint Permissin Levels. The Details f the Permissin Entry Mde enables yu t cnfigure the detailed permissin mappings frm file system t SharePint Permissin Levels. T map the file system permissin t SharePint, yu can chse the default SharePint Permissin Levels, r previusly-created SharePint Permissin Levels, r yu can directly create a new SharePint Permissin Level by clicking New SharePint Permissin Level frm the drp-dwn menu. Fr mre infrmatin n creating a new SharePint Permissin Level, refer t Creating SharePint Permissin Levels sectin belw. Click OK t save the cnfiguratins and return t the Permissin Mapping interface, r click Cancel t return t Permissin Mapping interface withut saving any changes. 39

40 Managing SharePint Permissin Levels Yu can manage SharePint permissin levels by creating a new SharePint permissin level, viewing details f a previusly-cnfigured SharePint permissin level, editing a previusly-cnfigured SharePint permissin level, r deleting a previusly-cnfigured SharePint permissin level. T access Manage SharePint Permissin Level interface, click Create Prfile n the Hme tab > Mappings > Permissin Mapping > Manage SharePint Permissin Level. The Manage SharePint Permissin Level interface appears, and yu will see a list f prvided r previusly-cnfigured SharePint permissin levels. In this interface, yu can change the number f SharePint Permissin Levels displayed per page and the rder in which they are displayed. T change the number f SharePint Permissin Levels displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the SharePint Permissin Levels, click n a clumn heading such as SharePint Permissin Level Name, and Descriptin. Custmize hw these SharePint permissin levels are displayed in a number f different ways: Search Allws yu t filter SharePint Permissin Levels displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the SharePint Permissin Level viewing pane, enter the keywrd fr the SharePint Permissin Levels yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the SharePint Permissin Levels in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the SharePint Permissin Levels in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Perfrm the fllwing actins in the Manage SharePint Permissin Level page. Create Click Create n the ribbn t create a new SharePint Permissin Level. Fr detailed instructins n creating a new SharePint Permissin Level, see Creating SharePint Permissin Levels. View Details Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this SharePint Permissin Level. Here yu can als click Edit n the ribbn t make changes t the SharePint Permissin Level s settings. Yu will be brught t the Edit SharePint Permissin Level page where yu can change its settings. Edit Click Edit n the ribbn t change the cnfiguratins fr this SharePint Permissin Level. Nte that the pre-defined SharePint Permissin levels including Cntribute, Design, Full 40

41 Cntrl, Read, and View Only, are nt editable. Fr details n editing cnfiguratins fr a SharePint Permissin Level, see Creating SharePint Permissin Levels. Delete Click Delete n the ribbn. A cnfirmatin windw will pp up and ask whether yu are sure that yu want t prceed with the deletin. Click OK t delete the selected SharePint Permissin Levels, r click Cancel t return t the Manage SharePint Permissin Level interface withut deleting the selected SharePint Permissin Levels. Nte that the pre-defined SharePint Permissin levels including Cntribute, Design, Full Cntrl, Read, and View Only cannt be deleted. Creating SharePint Permissin Levels T create a new SharePint permissin level, click Create n the ribbn. T mdify a previuslycnfigured custmized SharePint permissin level, select the SharePint Permissin Level, and then click Edit n the ribbn. In the Create SharePint Permissin Level r Edit SharePint Permissin Level interface, cnfigure the fllwing settings: Name and Descriptin Enter a Name fr this permissin level that yu are abut t create r edit. Then enter an ptinal Descriptin fr future references. Permissins Chse which permissins t include in this permissin level. Yu can select specified permissins f List Permissins, Site Permissins, and Persnal Permissins by checking the checkbx befre a specified permissin. Check the Select All checkbx t select r clear all permissins. Click OK t save the cnfiguratins and return t the Manage SharePint Permissin Level interface, r click Cancel t return t the Manage SharePint Permissin Level interface withut saving any changes. Dynamic Mapping Dynamic mapping allws yu t cnfigure yur wn mapping rules by using JavaScript. Once yu have cnfigured a Dynamic Mapping in a prfile, the Prperty Mapping functin is disabled. T access Dynamic Mapping, click Create Prfile n the ribbn f Hme tab, and then Create Prfile tab appears. Click Mappings n the ribbn, and then select Dynamic Mapping frm the drp-dwn menu. The Dynamic Mapping interface appears. In the Dynamic Mapping interface, yu will see a list f previusly-cnfigured dynamic mapping rules. In this interface, yu can change the number f dynamic mappings displayed per page and the rder in which they are displayed. T change the number f dynamic mappings displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the dynamic mappings, click n a clumn heading such as Dynamic Mapping Name, and Descriptin. 41

42 Custmize hw these dynamic mappings are displayed in a number f different ways: Search Allws yu t filter dynamic mappings displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Dynamic Mapping viewing pane, enter the keywrd fr the dynamic mappings yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the dynamic mappings in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the dynamic mappings in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Yu may perfrm the fllwing actins t a Dynamic Mapping: Create Click Create n the ribbn t create a dynamic mapping rule. Fr detailed n creating a new dynamic mapping, see Cnfiguring Dynamic Mapping. View Details Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this dynamic mapping. Here yu can als click Edit n the ribbn t make changes t the dynamic mapping s settings. Yu will be brught t the Edit dynamic mapping page where yu can change this dynamic mapping. Edit Click Edit n the ribbn t change the cnfiguratin f this dynamic mapping. Fr details n editing dynamic mapping, see Cnfiguring Dynamic Mapping. Delete Click Delete n the ribbn. A cnfirmatin windw pps up and asks if yu are sure yu want t prceed with the deletin. Click OK t delete the selected dynamic mappings, r click Cancel t return t the dynamic mapping withut deleting the selected dynamic mappings. Cnfiguring Dynamic Mapping T create a new dynamic mapping, click Create n the ribbn. T edit a previusly-cnfigured dynamic mapping, select the dynamic mapping and then click Edit n the ribbn. In the Create Dynamic Mapping interface r Edit Dynamic Mapping interface, cnfigure the fllwing settings: Name and Descriptin Enter a Dynamic Mapping Name fr the dynamic mapping that yu are abut t create r edit. Then enter an ptinal descriptin fr this dynamic mapping fr future reference. Dynamic Mapping Rule Cnfigure yur wn mapping rule in the text bx by using JavaScript. Refer t the example yu are prvided in the text bx, and define yur wn dynamic mapping 42

43 rules as yu wish. Click Test t check whether the specific grammar f JavaScript is crrect r nt. Click OK t save the cnfiguratin and return t the Dynamic Mapping interface. Click Cancel t return t the Dynamic Mapping interface withut saving any cnfiguratin r changes. 43

44 Setting Up File System Migratin Prfiles The File System Migratin prfile is required in rder t perfrm a migratin jb; it allws yu t specify and define numerus settings fr the Migratin jbs including Migratin Optins, Filter Optins, Mapping Optins, and Advanced Optins. File System Migratr prvides yu a default main prfile with the basic and recmmended settings cnfigured. Fllw the instructins belw t create an Online Migratin Prfile. 1. Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile tab appears. 2. Frm the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. 3. Enter a prfile name in the pp-up windw and click OK. 4. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins Sub-Prfile frm the drp-dwn menu. Fr details abut this sectin, refer t Migratin Optins. 5. Select the Filter Optins frm the left-hand pane and select a previusly-cnfigured Filter Plicy frm the drp-dwn menu. Or click New Filter Plicy frm the drp-dwn menu t create a new filter plicy. Fr details n creating a filter plicy, refer t Creating Filter Plicies. 6. Select the Mapping Optins frm the left-hand pane. Select a previusly-cnfigured Mapping Optins Sub-Prfile frm the drp-dwn menu. Fr details abut this sectin, refer t Mapping Optins. 7. Select the Advanced Optins frm the left-hand pane and cnfigure the Character Length Settings and the Illegal Character Replacement Settings. Fr details abut this sectin, refer t Advanced Optins. 8. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace existing prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Migratin Optins Migratin Optins allw yu t cnfigure what securities can be migrated and t chse whether t keep the surce flder structure. Set up a Migratin Optins Sub-Prfile by the fllwing steps. 1. Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile tab appears. 2. Click Migratin Optins n the left-hand pane, and frm the Create Prfile tab, under the Subprfile Management grup, click Edit Sub-prfile t make the Migratin Optins field active. 3. Frm the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. 4. Enter a sub-prfile name in the pp-up windw and click OK. 44

45 5. Cnfigure the fllwing settings: Flder Structure Management Allws yu t chse whether r nt t cllapse flder structure f the migrated cntent. Cllapse all the flder structure Migrate all the files within the surce structured flders t the same destinatin lcatin by breaking the structures. Uncheck the Create tpe level flder n destinatin checkbx as it is selected by default, and then check the Cllapse all the flder structure checkbx. Yu can chse whether r nt t recrd the surce path f the flder r file by adding a clumn in the destinatin. Check the Add a clumn t keep the surce path checkbx, and use the default prvided clumn name DcAve Surce Path r rename a new clumn name. Nte that if yu migrate mre than 2000 items at ne time t a destinatin, SharePint perfrmance might be affected. Create tp level flder n destinatin Checking this ptin allws yu t create the tp level flders f file system surce in SharePint after migratin. By default the Create tp level flder n destinatin checkbx is checked. Befre yu check the Create tp level flder n destinatin checkbx, yu must uncheck the Cllapse all the flder structure checkbx at first. If yu leave bth f the tw ptins unchecked, the surce cntent will be migrated t SharePint withut the tp level flders, but preserving the surce flder structure under the tp level flder. Security Optins Allws yu t chse whether r nt t migrate the security and inheritance f the flder and file frm file system t SharePint. The security ptins are affected by the selectin f the Flder Structure Management. Nte that if yu have selected Cllapse all the flder structure, the Migrate the security and inheritance fr the flder checkbx will be grayed ut. Because if yu have merged the flder structure, it is n use t migrate the security and inheritance fr the flder. 6. Click Save t save the sub-prfile. Alternatively, click Save as and enter a sub-prfile name t save it as anther prfile. Select Save and replace existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Mapping Optins Mapping Optins allw yu t set up the Prperty Mapping, the Cntent Type Mapping, the Security Mapping, and the Dynamic Mapping Rule in a centralized interface. The Default Mapping sub-prfile cntains Prperty Mapping and Permissin Mapping default cnfiguratins. Set up a Mapping Optins Sub-Prfile by the fllwing steps. 1. Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile tab appears. 2. Click Mapping Optins n the left-hand pane, and frm the Create Prfile tab, under the Subprfile Management grup, click Edit Sub-prfile t make the Mapping Optins field active. 45

46 3. Frm the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. 4. Enter a sub-prfile name in the pp-up windw and click OK. 5. Cnfigure the Prperty Mapping, which allws yu t mdify file system mapping prperties t SharePint metadata. The default mappings are recmmended. *Nte: If yu want t cnfigure the metadata file yurself and generate the Excel file, yu must make sure that the prperty mapping rules have been prperly cnfigured in the selected prfile, because the clumn in the generated Excel file will be migrated t SharePint as metadata. If there are n apprpriate prperty mapping rules cnfigured fr the specified file system prperty, the clumn cannt be created in the Excel file. Hwever, if yu use existing metadata file when yu run the migratin jb, the prperty mapping will run accrding t the existing Excel file regardless f Prperty Mapping settings. At the tp f the Prperty Mapping viewing pane, enter the keywrds fr the prperty mappings yu wish t display. Click t nly display the prperty mapping rws which cntain the keywrds yu designate. Nte that the search functin is nt case sensitive. Specify the prperty mapping rw, and click the text bx in SharePint Prperty clumn. Clear the text bx, and then enter the name fr the SharePint Prperty as yu wish. Click t lad the drp-dwn menu, and specify the apprpriate clumn type fr the crrespnding prperty mapping. If the clumn type des nt match, the value will fail t be mapped. *Nte: The Lkup clumn type requires yu t cnfigure the clumn settings. Yu are required t enter the list/library name which yu want t get infrmatin frm, and then enter a name fr this Lkup clumn that yu are creating. Thus, yu will be able t get the infrmatin frm the list/library thrugh this Lkup clumn. Yu can specify whether t allw multiple values, and designate the separatr. The Managed Metadata clumn type requires yu t specify the term set path, and chse whether t allw multiple values in this clumn. Fllw the example in the Term Set Path text bx: System stands fr the grup name; ; is the separatr; Keywrds refers t the Term Set name. 6. Cnfigure the Cntent Type Mapping, which allws yu t match the cntent types f flders r files in the surce t SharePint cntent types. File Level Click Add a Custm Metadata t designate a specific cntent type fr the file. Enter the wildcard character and extensin name (such as *.txt, *dcx, *.*, and s n; the character is nt case sensitive) int the text bx, and then select a prper cntent type frm the drp-dwn menu f Cntent Type clumn, r enter a cntent type that has existed in SharePint. Yu are able t delete previusly-created metadata mappings thrugh clicking Delete the Selected Custm Metadata(s). The cntent types yu can select frm the drp-dwn menu include Dcument, Frm, Wiki Page, Picture, Office Data Cnnectin File, Universal Data Cnnectin File, and Reprt. Flder Level Click Add a Custm Metadata t designate a specific cntent type fr the flder. Enter the keywrds f the flders name int the text bx (such as *tem and tem*), and then select a prper cntent type frm the drp-dwn menu f Cntent Type clumn, r enter a cntent type that has existed in SharePint. Yu are able t delete previusly-created metadata mappings thrugh clicking Delete the Selected Custm Metadata(s). The Cntent Types yu can select frm the drp-dwn menu 46

47 include Dcument, Frm, Wiki Page, Picture, Office Data Cnnectin File, Universal Data Cnnectin File, and Reprt. Make sure that in Library Settings > Advanced Settings, the Allw Management f Cntent Type value is set t be Yes, and that yur specified SharePint cntent type exists in the library. 7. Cnfigure the Security Mapping, which allws yu t specify the User Mapping, Dmain Mapping, Grup Mapping, and Permissin Mapping f File System t SharePint. User Mapping (Optinal) Allws yu t replace existing user name in the file system with the existing r default username in SharePint metadata fields. Select a previusly created user mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected user mapping by clicking View. If yu want t create a new user mapping rule, click New User Mapping in the drp-dwn menu, and then yu are brught t User Mapping Create page. Fr specific instructins n setting up user mapping, refer t the Cntrl Panel Reference Guide. Dmain Mapping (Optinal) Allws yu t replace existing dmain name in file system with anther dmain name in SharePint metadata fields. Select a previusly-created dmain mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected dmain mapping by clicking View. If yu want t create a new dmain mapping rule, click New Dmain Mapping in the drp-dwn menu, and then yu are brught t the Dmain Mapping Create page. Fr specific instructins n setting up dmain mapping, refer t the Cntrl Panel Reference Guide. Grup Mapping (Optinal) Allws yu t replace grups in file system t the existing grups in SharePint metadata field. Select a previusly-created grup mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected grup mapping by clicking View. If yu want t create a new grup mapping rule, click New Grup Mapping in the drp-dwn menu, and then yu are brught t the Grup Mapping Create page. Fr specific instructins n setting up grup mapping, refer t the Cntrl Panel Reference Guide. Permissin Mapping (Required) Allws yu t map the file system permissins t the SharePint permissins. A default permissin mapping rule is prvided with the name f Default Permissin Mapping. Select a previusly-created permissin mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected permissin mapping by clicking View. If yu want t create a new permissin mapping rule, click New Permissin Mapping in the drp-dwn menu, and then yu are brught t the Permissin Mapping Create page. Fr specific instructins n setting up permissin mapping, refer t Creating and Editing Permissin Mappings. 8. Cnfigure the Dynamic Mapping, which allws yu t custmize yur wn mapping rule by using JavaScript. Select a previusly-created dynamic mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected dynamic mapping by clicking View. If yu want t create a new dynamic mapping rule, click New Dynamic Mapping in the drp-dwn menu, and then yu are brught t the Dynamic Mapping Create page. Fr specific instructins n setting up dynamic mapping, refer t Cnfiguring Dynamic Mapping. 47

48 9. Click Save t save the sub-prfile. Alternatively, click Save as and enter a sub-prfile name t save it as anther prfile. Select Save and replace existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Advanced Optins Cnfigure the Advanced Optins t set the character length settings and the illegal character replacement settings. Set up Advanced Optins by perfrming the fllwing steps. Character Length Settings Cnfigure character length limitatins fr SharePint URL, filename, and flder name. In SharePint, the maximum length f SharePint URL is 260 characters, and the maximum length f file name and flder name is 128 characters. Maximum Length f the flder name The default value is 60, and the scale yu can set is frm 1 t 128. Maximum Length f the file name The default value is 80, and the scale yu can set is frm 1 t 128. If the character length f the file name cnsisting f the file name, the perid (.), and extensin name (the character length f the file dc=6+1+3=10) exceeds the limitatin yu set, the extra characters at end f the file name are pruned. Maximum Length f the SharePint URL The default value is 255, and the scale yu can set is frm 1 t 260.The length f the SharePint URL is calculated frm the first character f the managed path, that is /. When the flder r file s URL exceeds the limitatin, the flder r file will mve t upper level flders until the URL character length des nt exceed the limitatin. *Nte: If yu uncheck the checkbx next t a setting, then that setting is cnsidered uncnfigured. In that case, nce a file name, flder name, r SharePint URL exceeds the maximum length that SharePint supprts, the file r flder will fail t be migrated t the destinatin. Illegal Character Replacement Settings Mdify r add illegal character mappings t map the illegal characters cntained in the file/flder names t the prper characters in SharePint. By default, illegal characters including ~ " # % & * : < >? \ / { }, are replaced with a _.These replacement settings cannt be deleted, but can be mdified. T mdify an illegal character mapping character, duble-click _ in the Replace with clumn and enter a new valid character. T add an illegal character mapping, click Add an Illegal Character. Then enter the illegal character in the Illegal character in SharePint clumn and the valid character in the Replace with clumn. T delete ne r mre previusly-cnfigured illegal character mappings, select the Illegal characters in SharePint check bx, select the mappings, and then click Delete the Selected Illegal Character(s). Yu can als remve a previusly-cnfigured illegal character mapping by clicking the delete buttn ( ). 48

49 Perfrming a File System Migratin A File System Migratin migrates cntents, cnfiguratins, and securities frm a file system server t the SharePint envirnment. T start a File System Migratin jb, click Online Migratin n the ribbn, and then yu are brught t the Create a New Plan interface. T perfrm a File System Migratin jb, fllw the instructins belw: 1. In the Surce pane, click the file system server name t expand the data tree. a. Find the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name f the nde (fr example, flder and file) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes that are nt displayed in the expanded tree cannt be searched. b. Select the surce nde by checking the crrespnding checkbx. Within each flder level, there is a nde named Items. The prmpt next t Items displays hw many files are cntained in the Items nde. Yu can click the Items nde and the Item Brwser page interface appears. Select the files that yu wish t migrate by checking crrespnding checkbxes and click OK. 2. In the Destinatin pane, click the farm name t expand the data tree. a. Find the nde t which yu wish t migrate the surce data. If wrking with a large envirnment, enter the keywrd f the nde int the Input Keywrd text bx t search by the desired site URL, site title r library title. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes that are nt displayed in the expanded tree cannt be searched. b. Select the destinatin nde by checking crrespnding checkbx. Yu can als create a new cntainer t be the destinatin nde withut leaving the current page. Fr details n creating a cntainer in SharePint, refer t Creating Cntainers. 3. Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw interface appears. Cnfigure the fllwing settings Cnflict Reslutin A cnflict ccurs when an item name in file system is identical t an existing item in SharePint. At the Cntainer level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t Check lwer bjects, and cnfigure the cntent level cnflict reslutin. Skip prvides the cnfiguratin f the cntent level cnflict reslutin ptinal. Refer t the list belw fr a mre detailed view abut the Cnflict Reslutin. Cnflicting Levels Cntainer Level Cnflict Reslutin Check lwer bject Cntent level Cnflict Reslutin Reslutins Merge (T check lwer bject is required) Skip (T check lwer bject is ptinal) Overwrite Skip 49

50 Cnflicting Levels Reslutins Append New versin Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin Prfile Selectin Allws yu t cnfigure the related migratin ptins and mappings fr the migratin jb. Select a previusly-created migratin prfile frm the drp-dwn menu. File system Migratin prvides a default main prfile named Default Prfile. Migratin Database Chse whether t specify a migratin database t stre detailed jb infrmatin in SQL Server fr each farm. Fr the detailed infrmatin abut cnfiguring a Migratin Database, refer t Cnfiguring Migratin Databases. Click Save As New Plan, and yu are brught t the Save As New Plan interface. Cnfigure the fllwing settings t build up a migratin plan. Plan Name Enter a name in the text bx fr the plan yu are abut t create. It is ptinal t enter the descriptin fr the plan. Prfile Selectin Allws yu t cnfigure the related migratin ptins and mappings fr the migratin jb. Select a previusly-created main prfile frm the drp-dwn menu. File system Migratin prvides yu a default main prfile named Default Prfile. Click New Prfile t create a new prfile, and then yu are brught t the Create Prfile interface. Fr the detailed instructins t cnfigure the main prfile, see Setting Up File System Migratin Prfiles. Surce File Management Allws yu t deal with the file system cntent upn the migratin jb cmpletin. Cpy t the destinatin Allws yu t cpy the cntent frm the surce t the destinatin. After the jb is finished, the cntent can be accessed frm bth file system and SharePint. Mve t the destinatin Allws yu t mve the cntent frm the surce t the destinatin. After the jb is finished, the cntent in the surce has been deleted, and yu can nly access the cntent frm SharePint. Mve t anther lcatin nce the jb is cmpleted Allws yu t mve the cntent t anther lcatin nce the jb is cmplete, and deletes the cntent frm the surce. Yu must enter the UNC path, Username and Passwrd t cnnect t the specific lcatin where yu want t stre the cntent nce the jb is finished. T check the validatin f yur path, click Validatin Test. *Nte: the Username must fllw the frmat f dmain\user. If a flder with the same name already exists in the specified lcatin, the cntents in the surce flder will be merged t the destinatin flder f the same name. If a file with the same name already exists in the specified lcatin, the file will nt be mved t the specified lcatin; it stays in the riginal surce path. 50

51 Metadata Surce Specify the metadata that will be migrated with the cntent t the destinatin. Yu may chse t use the file system metadata, cnfigure yur wn metadata file yurself, r use the existing metadata file. Use the metadata f the file system Allws yu t use the surce file system metadata infrmatin with n need t cnfigure the metadata. Cnfigure the metadata file myself Allws yu t generate a metadata Excel file t custmize yur wn metadata. If yu check the Cnfigure metadata file myself checkbx, yu are required t generate Excel at first befre yu run the migratin jb. Refer t Custmized Metadata File fr mre detailed instructins n cnfiguring the metadata file. Use the existing metadata file Allws yu t use the frmer created metadata files that exist in the surce. If yu check the Use the existing metadata file checkbx, make sure that the metadata files exist in the surce befre yu perfrm the file system migratin jb. Refer t Existing Metadata File fr mre detailed instructins n using the existing metadata file. Custmized Metadata File This sectin is nly available when the Cnfigure the metadata file myself checkbx is checked. Since yu have this ptin selected, after the cnfiguratins f this plan, yu are required t generate Excel befre running the migratin jb. Refer t Metadata Excel File fr mre detailed infrmatin. Generate nly ne metadata file Allws yu t generate nly ne metadata file in the surce. This metadata file is stred in the tp level flder r the fremst selected flder in the surce tree. Create a new versin f the migrated file in the destinatin File Versin and New File Name clumn will be autmatically added in the metadata file. If yu select the Cllapse all the flder structure ptin r Custmize the flder structure f the migrated file in the destinatin ptin there may be files sharing the same name in the same path. Selecting this ptin allws yu t specify the different versins fr these files under the new file name. *Nte: This ptin ffers a specific slutin: if yu want t migrate the files in the different names t SharePint as the different versins under a specific file name, select this ptin, and then custmize yur wn metadata in the generated Excel. Custmize the flder structure f the migrated file in the destinatin The Custm Flder clumn will be autmatically added in the metadata file. Once this clumn is created, the flder structure f the cntents in the surce will be cllapsed. Yu can custmize the file path in the Custm Flder clumn. The flder structure in the destinatin will be migrated accrding t the Custm Flder clumn. *Nte: If yu d nt check Generate nly ne metadata file checkbx, the metadata files will be generated in each selected flder f the surce, and the custmized clumns will be added t each metadata file. 51

52 Rename the migrated cntent in the destinatin Allws yu t rename the cntent t be migrated in the generated Excel. This ptin will autmatically add the New File Name clumn in the metadata files. *Nte: If yu select Generate nly ne metadata file and Rename the migrated cntent in the destinatin at the same time, yu can generate nly ne metadata file in the surce with an added clumn named New File Name. Add a new clumn t the metadata file Allws yu t autmatically add the custmized clumn in the metadata file. Thrugh cnfiguring the clumn value in the metadata file, yu are able t create yur desired clumn fr the surce cntent in SharePint. a. Click Add a clumn, and then the cnfiguratin field appears. b. Enter a clumn name in the Clumn name clumn, and select a cntent type frm the drp-dwn menu f cntent type clumn. *Nte: Repeat step a and step b t add mre clumns. If yu want t delete a previusly-created clumn, check the checkbx ahead f the clumn name and then click Delete the Selected Clumn(s). Existing Metadata File This selectin is nly available nly when the Use the existing metadata file checkbx is checked. Yu must make sure that the Excel file has been placed in the surce, and the clumns yu want t use have been added in the Excel file. Refer t Metadata Excel File fr a mre detailed instructin. Use nly ne metadata file Allws yu t use nly ne existing metadata file fr the migrated cntent. Create a new versin f the migrated file in the destinatin Make sure File Versin and New File Name clumns have been added in the metadata file. Yu may have selected the Cllapse all the flder structure r Custmize the flder structure f the migrated file in the destinatin ptin and the Custm Flder clumn is created. If there are multiple files sharing the same name in the same path, selecting this ptin will allw yu t create different versins fr these files under the new file. *Nte: this ptin can realize a specific functinality: if yu want t migrate the files in different names t SharePint as the different versins under a specific file name, select this ptin, and then custmize yur wn metadata in the existing metadata file. 52 Custmize the flder structure f the migrated file in the destinatin Make sure the Custm Flder clumn has been added in the Existing metadata file. Once this clumn is created, and the flder structure f the cntents in the surce will be cllapsed. Yu can custmize the file path in the Custm Flder clumn. The flder structure in the destinatin will be migrated accrding t the Custm Flder clumn. Rename the migrated cntent in the destinatin Make sure the New File Name clumn has been added t the existing metadata file.

53 Schedule Selectin In the schedule cnfiguratin area, chse ne f the fllwing: N Schedule Select this ptin t apply the rules f this plan, and then yu must run the jb manually. Cnfigure the schedule myself Select this t cnfigure the specific time yu want t cllect the data f this prfile. The Schedule Settings area appears when yu select this ptin. Yu can custmize the schedule with the fllwing ptins: Click Add Schedule, and then the Add Schedule interface appears. Fllw the instructins belw t cnfigure the schedule settings. Optins Select a type f migratin fr this schedule. Full migratin Allws yu t migrate with all cntents frm the surce t the destinatin accrding t the settings f the prfile. Incremental migratin Allws yu t migrate the newly created r updated cntents in the surce nde since the last migratin jb. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item names in file system cnflicts with an existing item in SharePint. Fr the Cntainer level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check the lwer bjects, and cnfigure the cntent level cnflict reslutin. Skip prvides the cnfiguratin f the cntent level cnflict reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Schedule Settings Specify the frequency t run this recurring schedule. Enter an integer int the text bx, and select Minute(s), Hur(s), Day(s), Week(s), Mnth(s) frm the drp-dwn menu. Range f Recurrence Specify when t start the jb, and the schedule ending. Start Time Select the date and time fr applying the rules f this prfile and cllecting the data. Nte that the start time cannt be earlier than the current time. Schedule ending Designate when t stp the scheduled jb. Select N end date fr the setting f this prfile t be applied repeatedly until yu stp it manually. Select End after ccurrences t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. 53

54 Click OK n the ribbn t save the schedule setting cnfiguratins. Click Cancel n the ribbn t return t the Plan setting interface withut saving any changes. Repeat the cnfiguratins abve t create mre schedules. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Allws yu t specify a migratin database t stre detailed jb infrmatin in SQL Server fr each farm. Fr detailed infrmatin abut the Migratin Database, refer t the Cnfiguring Migratin Databases. Click Save t save the plan yu have cnfigured, and then yu are brught t the Plan Manager interface. Fr detailed infrmatin, refer t Managing Plans. Click Save and run nw t save the plan yu have cnfigured, and then yu are brught t the Run Nw interface. Refer t the sectins belw fr detailed instructins: Optins Specify the type f this migratin jb t be Full migratin r Incremental migratin. Full migratin Allws yu t migrate with all cntents frm the surce t the destinatin accrding t the settings f the prfile. Incremental migratin Allws yu t migrate the newly created r updated cntents in the surce nde since the last migratin jb. Cnflict Reslutin Allws yu t specify the cnflict reslutin fr this jb, if there is already an item with the same name existing in SharePint destinatin. Fr the Cntainer level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check the lwer bjects, and cnfigure the cntent level cnflict reslutin. Skip prvides the cnfiguratin f the cntent level cnflict reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Click OK t run the jb immediately, Click Cancel t g t the Plan Manager interface where the recently saved plan has been listed in the table. If yu have selected Cnfigure the metadata file myself, yu are required t generate the Excel file befre yu run the migratin jb. Click Save and Generate Excel t save the plan, and then the Generate Excel interface pps up requiring yu t select the generatin type fr this metadata file. 1. Full generatin Allws yu t generate the metadata files fr all the cntents in the surce accrding t yur cnfiguratin. 54

55 2. Incremental generatin Allws yu t generate a new sheet in the metadata files fr the newly added r mdified cntent since the last migratin jb. *Nte: If there is n last migratin jb t cmpare, the Incremental generatin will run as a Full generatin. Metadata Excel File File System Migratin allws yu t migrate cntent with custmized metadata by using an Excel file. This Excel file must be generated at first r already be placed in the surce file system befre running the migratin jb. The clumns will be migrated as the prperty f the items t the destinatin SharePint. Read the table and the intrductin belw fr mre usage infrmatin. Type Clumn_Name:= Type Example f Cntent Frmat Single line f text Clumn_name:=Text Randm Character String, less than 255 characters Multiple lines f text Clumn_name:=Nte Randm Character String Chice_Checkbxes (allw Clumn_name:=CheckBxChice Randm Character String multiple:) Chice_Drp-Dwn Menu Clumn_name:=DrpDwnChice Randm Character String Chice_Radi Buttns Clumn_name:=RadiChice Randm Character String Number Clumn_name:=Number 10 Date and Time_Data Only Clumn_name:=DateOnly 12/30/2012 Date and Time_Data & Clumn_name:=DateAndTime 12/30/2012 5:34:27 AM Time Yes/N Clumn_name:=Blean Yes Persn r Grup Clumn_name:=User Dmain\User Managed Metadata Clumn_name:=Taxnmy(System;Key 11;22;33 wrds;true;;) Lkup Clumn_name:=Lkup(shared Refer t the nte belw dcument;title;false) Currency Clumn_name:= CurrencyNumber $100.00; 100 Hyperlink r Picture Clumn_name:= URL Single line f text Allws randm character string less than 255 characters. If yu d nt fllw the crrespnding clumn type frmat t custmize the specific clumn, the clumn values yu have added in the metadata file will be migrated t SharePint in the single line f text. Multiple lines f text Allws randm character string. Chice_Checkbxes (allw multiple :) Allws yu t specify multiple values in the clumn cell and these values will be migrated t destinatin SharePint as Chices. The frmat is aaa;#bbb;#ccc. 55

56 Chice_Drp-Dwn Menu/Chice_Radi Buttns Allws yu t specify multiple values in the clumn cell. These specified values will be migrated t destinatin SharePint as Chices. The frmat is aaa;bbb;ccc. Number The clumn value can be any number larger than 1 r equal t 1, such as 1.1 r 11. Date and Time_Date Only/Date and Time_Date & Time Make sure the value is in the same frmat as that in SharePint. The values in Date and Time_Data & Time clumn, and Date and Time_Data Only clumn, will be autmatically cnverted int the crrespnding time, accrding t the time zne that the SharePint Server is using. Yes/N If yu enter yes/true r any character as the clumn value int this clumn, after the migratin jb, in the destinatin SharePint the value in the file/flder s Yes/N clumn is Yes. If yu enter n/false int the clumn r yu d nt enter any character int the clumn, in the destinatin SharePint the value in the file/flder s Yes/N clumn is N. Nte that this clumn is nt case-sensitive. Persn r Grup Allws yu t assign SharePint users, SharePint grups, and dmain grups fr the file/flder when migrated t SharePint destinatin. Yu can enter the multiple values, such as summer\user1;#summer\user2;#summer\user3. Managed Metadata The field type is taxnmy which represents fixed character strings. Yu are allwed t specify fur values, respectively the grup name, term name, whether t allw multiple values, and the separatr yu want t use. If there is already a clumn with the same name but in a different type existing in the destinatin, the assignment fr this clumn will be invalid; and if there is n clumn with the same name in the destinatin, a Managed Metadata clumn will be created. Yu can enter nested terms in this clumn such as a<b<c<d, make sure the multiple terms are separated by the separatr yu set up. Lkup The field type is lkup which represents fixed character strings. Yu are allwed t specify tw values. First ne is the name f the list r library where it gets infrmatin frm. The secnd ne is the name f clumn which it pints t. Nte that the list r library must exist, the crrespnding values f this clumn it pints t must exist, and the secnd value is casesensitive. Currency The value can be any number r the number with the currency unit, such as 100, r $100. *Nte: In the generated metadata file, if yu delete the entire FullPath clumn r clear the values f the specific files in the FullPath clumn, the specific files will nt be migrated t the destinatin. In the fllwing situatins, the metadata will nt be migrated t the destinatin: If the clumn value des nt match with the clumn type, the clumn value will nt be migrated t destinatin. If there were a clumn in the destinatin with the same name but in different types, the clumn will nt be created. If there is n value in an entire clumn, this clumn will nt be created in the destinatin. 56

57 SharePint Online Migratins Refer t the sectins belw t use SharePint Migratr. Cnfiguring SharePint Online Migratin Prfiles The Online Migratin Prfile allws yu t specify and define numerus settings fr the migratin jbs including Surce Cmpnent Optins, Mapping Optins, and Advanced Optins. Fllw the instructins belw t create an nline migratin prfile. 1. Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Crete Prfile tab appears. 2. Frm the Create Prfile tab, in the Optins grup, ensure Online Prfile is highlighted. 3. Frm the Create Prfile tab, under the Prfile Management grup, click New. 4. Enter a prfile name in the pp-up windw and click OK. 5. Select the Surce Cmpnent Optins frm the left-hand pane and cnfigure the fllwing settings in this sectin. Filter Plicy Allws yu t select specific bject r data within each SharePint level (Web applicatin dwn t item level). The default filter plicy is set t be nne. Yu may select a previusly-created filter plicy frm the drp-dwn menu. Or click New Filter Plicy t create a new filter plicy. Fr mre detailed infrmatin abut the filter plicy, refer t the DcAve 6 Cntrl Panel Reference Guide. Alerts Allws yu t migrate the alerts f different levels in the surce t the destinatin SharePint envirnment by checking the Migrate alert f the list, library, flder, item and dcument level checkbx. Wrkflw Check the Include wrkflw definitin t migrate the definitin f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. Check the Include wrkflw instance t migrate the state, histry and tasks f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. 6. Select the Mapping Optins frm the left-hand pane and cnfigure the fllwing mappings. Clumn Mapping Allws yu t replace surce clumns with destinatin clumns. Accrding t clumn type, the surce clumn and the destinatin clumn can be the same r different. The clumn can als be changed t Managed Metadata r Lkup. The default clumn mapping is set t be nne. Yu may select a previusly-created clumn mapping frm the drp-dwn menu, r click New Clumn Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a clumn mapping, see the DcAve 6 Cntrl Panel Reference Guide. *Nte: If yu chse t change a clumn t lkup clumn, make sure that the lkup clumn can nly be assciated with the list r list clumn that exists in the destinatin. 57

58 Cntent Type Mapping Allws yu t replace surce cntent types with destinatin cntent types accrding t the cnditin that yu set up. The default cntent type mapping is set t be nne. Yu may select a previusly-created cntent type mapping frm the drp-dwn menu, r click New Cntent Type Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a cntent type mapping, see the DcAve 6 Cntrl Panel Reference Guide. Template Mapping Allws yu t replace site templates and list templates. By inputting r selecting Template ID, the surce template is changed t the destinatin template. The default template mapping is set t be nne. Yu may select a previuslycreated template mapping frm the drp-dwn menu, r click New Template Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a template mapping, see the DcAve 6 Cntrl Panel Reference Guide. User Mapping Allws yu t replace existing surce nde username with existing destinatin nde username r a default username in destinatin. The default user mapping is set t be nne. Yu may select a previusly-created user mapping frm the drp-dwn menu, r click New User Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a user mapping, see the DcAve 6 Cntrl Panel Reference Guide. Dmain Mapping Allws yu t map a dmain name in the surce t a dmain name in the destinatin. The default dmain mapping is set t be nne. Yu may select a previusly-created dmain mapping frm the drp-dwn menu, r click New Dmain Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a dmain mapping, see the DcAve 6 Cntrl Panel Reference Guide. 7. Select the Advanced Optins frm the left-hand pane and cnfigure the fllwing settings. Change Site Lk and Feel Chse whether t change r preserve the feel and lk f the SharePint sites in the destinatin. Nrmally, the manual input site r site cllectin is used as the destinatin nde. Change existing SharePint sites t use the new user experience Allws yu t use the destinatin lk and feel fr the migrated site cllectins r sites. Administratrs f the destinatin site can cntrl the user experience fr end users *Nte: If yu chse this ptin, the prperty f the surce site must be migrated t the destinatin. Make sure that in the surce tree the Prperty checkbx behind the surce site is checked. Preserve custmized pages, but update template and applicatin pages t use the new UI It will preserve the cntent f the custmized pages and use the destinatin template and applicatin pages after the migratin. Reset all custmized pages t their riginal templates It will wipe ut the custmized pages and delete mdificatins frm custmized pages and cannt be undne. 58

59 Preserve the lk and feel f existing SharePint sites, and allw end users t update their sites' user experience Allws yu t preserve the surce lk and feel fr the migrated site cllectins and sites after the migratin. The end user can still update the lk and feel f the SharePint sites in the surce t that f the SharePint sites in the destinatin, but it is irreversible. *Nte: This functin is nly available fr SharePint 2007 t 2010 Migratin and SharePint 2010 t 2013 Migratin. Flder Structure Management Allws yu t chse whether r nt t cllapse flder structure f the surce SharePint flder cntent. If yu check the Cllapse flder structure checkbx, all levels f the flder structure f the surce cntent will be cllapsed. All files within the flders will be migrated t the library and merged t the same path in the destinatin. With this ptin selected, yu can further chse t add a clumn t display the surce path f the files in the destinatin. Check the Add clumn t keep surce path checkbx. DcAve Surce Path is prvided as the default name f the clumn and yu can als custmize the name by entering a clumn name in the text bx. Character Length Settings This is used t set character length limitatins fr SharePint URL, flder name, and file name. Maximum length f the SharePint URL The default value is 255 and yu can define the value frm 1 t 260. The length f the SharePint URL is calculated frm the first character f the managed path, that is /. When the flder r file s URL exceeds the limitatin, the migratin results are as fllws: a. If the flder URL exceeds the limitatin, the flder name will be pruned accrding t the value which is set in Maximum length f the flder name first. If the flder URL still exceeds the limitatin, the flder and its cntent will be migrated t the rt flder f the destinatin list. If there is a file whse URL exceeds the limitatin within a flder, the file name will be pruned accrding t the value which is set in Maximum length f the file name first. If the file URL still exceeds the limitatin, it will be migrated t the rt flder f the destinatin list. b. If the file URL exceeds the limitatin, the file name will be pruned accrding t the value which is set in Maximum length f the file name first. If the file URL still exceeds the limitatin, it will be migrated t the rt flder f the destinatin list. Maximum length f the flder name The default value is 128 and yu can define the value frm 1 t 128. If the flder name exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a flder is named abcdef in the surce and the value that yu set here is 5. The flder will be named abcde after the migratin. Maximum length f the file name The default value is 128 and yu can define the value frm 1 t 128. If the file name, including the file extensin, exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a file is named abcdef.txt in the surce and the value that yu set here is 5. The 59

60 file will be named a_0.txt after the migratin. _0 is used t mark that the file name is pruned. 8. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Perfrming a SharePint Online Migratin An nline SharePint Migratin jb migrates cntent, securities, and cnfiguratins frm the surce t the destinatin SharePint envirnment. *Nte: Integratin with Real-time Strage Manager and Scheduled Strage Manager is supprted. Yu can migrate cntent externalized by DcAve Strage Optimizatin prducts s that the migrated cntents r stubs within SharePint are accessible n matter where the real cntent is stred. Fllw the instructins belw t perfrm an nline migratin jb. 1. Frm the Hme tab, in the Plan Management grup, click Online Migratin. 2. In the Surce pane, click the farm name t expand the data tree. a. Select the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the site URL int the Input Keywrd text bx t search fr the desired site cllectin. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. b. Select the surce nde by checking the crrespnding checkbx. *Nte: Tw kinds f farms can be laded in the surce: SharePint 2007 farms and SharePint 2010 farms. The light blue icn represents the SharePint 2007 farm. The yellw icn represents the SharePint 2010 farm. c. Check the crrespnding Security and/r Prperty checkbx behind a surce nde t migrate the security and/r prperty f the surce nde t the destinatin nde. They are checked by default. 3. In the Destinatin pane, click the farm name t expand the data tree. a. Find the nde which yu wish t migrate the surce data t. If wrking with a large envirnment, enter the keywrd f the nde (fr example, site URL, site title, r site/list/item name) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. b. Select the destinatin nde by clicking crrespnding radi buttn. Yu can als create a new site cllectin, site, list r flder by entering the specified name and click Create Cntainer. Fr details n creating cntainers, refer t Creating Cntainers. 60

61 *Nte: Tw kinds f farms can be laded in the destinatin: SharePint 2010 farms and SharePint 2013 farms. The yellw icn represents the SharePint 2010 farm. The deep blue icn represents the SharePint 2013 farm. Yu cannt select the surce ndes and the destinatin nde bth in SharePint 2010 farms. 4. In the Actin and Preview pane, chse Attach t migrate the surce nde as a child underneath the chsen destinatin nde r chse Merge t add the cntent, security, and cnfiguratin f the surce t the selected destinatin nde. The table belw shws when Attach and/r Merge are available t chse. *Nte: M represents Merge; A represents Attach; X represents Unsupprted. Destinatin Web Site Tp-level Site List Flder Surce Applicatin Cllectin Site Web Applicatin M X X X X X Site Cllectin A M X X X X Tp-level Site X A M/A M/A X X Site X A M/A M/A X X List X X A A M X Flder X X X X A M/A T see what the data tree f the destinatin nde will lk like after the jb is executed, click Preview. Only the SharePint bjects dwn t the site level can be previewed in the destinatin tree. 5. Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw interface appears. Cnfigure the fllwing settings. Optins Chse the migratin type fr this migratin jb. Full migratin Migrate all f cntents frm the surce nde t the destinatin nde. Incremental migratin Only migrate the mdified cntent (add and mdify) t the destinatin based n cntent r time. a. If yu chse t migrate the mdified cntent based n cntent, make sure that yu have run a full migratin and click the Incremental migratin radi buttn nly. b. If yu chse t migrate the mdified cntent based n time, check the Migrate changes within checkbx t specify the time range, and nly the changes within the specified time range will be migrated. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in the surce SharePint envirnment cnflicts with an existing item in the destinatin SharePint envirnment. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge required yu t check the lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f the cntent level 61

62 cnflict reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Prfile Selectin Allws yu t cnfigure the related surce cmpnent ptins, mapping ptins, and advanced ptins fr the migratin jb. Select a previuslycnfigured prfile frm the drp-dwn list. SharePint Migratin prvides yu a default prfile named Default Prfile. Agent Grup Select a surce Agent grup and a destinatin Agent grup fr this migratin plan frm the drp-dwn list. Fr details n creating an Agent grup, refer t the DcAve 6 Cntrl Panel Reference Guide. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Allws yu t check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Jb Reprt Select the level f the Jb Reprt. Simplified creates a summary f cntent migrated t the destinatin SharePint envirnment. Detailed creates a full list f all bjects migrated t the destinatin SharePint envirnment at the cst f perfrmance. Click OK t run the jb immediately r click Cancel t return t the Hme page f Online Migratin. 6. Click Save As New Plan, and then the Save As New Plan tab appears. Cnfigure the fllwing settings t build up a migratin plan. Plan Name Enter a name fr the plan that yu are abut t create. Then enter an ptinal Descriptin fr future references. Prfile Selectin Allws yu t cnfigure the related surce cmpnent ptins, mapping ptins, and advanced ptins fr the nline migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list t apply the migratin settings t the migratin jb. SharePint Migratin prvides yu a default prfile named Default Prfile. Schedule Selectin Select ne type f schedule t run the plan. N schedule Select this ptin t run the plan manually. Cnfigure the schedule myself Select this ptin and the Schedule Settings sectin appears under Schedule Selectin. Click Add Schedule and the Add Schedule interface pps up. Cnfigure the fllwing settings. Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t migrate all cntents frm the surce nde t the destinatin nde accrding t the prfile. Chse Incremental migratin t nly migrate the mdified cntent (add 62

63 and mdify) t the destinatin based n cntent r time. If yu chse t migrate the mdified cntent based n cntent, make sure that yu have run a full migratin and click the Incremental migratin radi buttn nly. If yu chse t migrate the mdified cntent based n time, check the Migrate changes within checkbx t specify the time range, and nly the changes within the specified time range will be migrated. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in the surce SharePint envirnment cnflicts with an existing item in the destinatin SharePint envirnment. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure cntent level cnflict reslutin. Skip prvides the cnfiguratin f the Cntent Level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. Click OK t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. Click Calendar View t preview the previusly-cnfigured schedule in a calendar. Yu can delete a previusly-cnfigured schedule by clicking behind a crrespnding schedule. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. 63

64 Assciated Plan Grup Select assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Allws yu t check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Click Save t select Save t save the plan yu have cnfigured. T save the plan and execute it right away, click Save t select Save and Run Nw t save the plan yu have cnfigured, Then the Run Nw interface pps up t allw yu t cnfigure the fllwing settings. Optins Chse the migratin type fr this migratin jb. Full migratin Migrate all f the surce cntent t the destinatin. Incremental migratin Only migrate the mdified cntent (add and mdify) t the destinatin based n cntent r time. If yu chse t migrate the mdified cntent based n cntent, make sure that yu have run a full migratin and click the Incremental migratin radi buttn nly. If yu chse t migrate the mdified cntent based n time, check the Migrate changes within checkbx t specify the time range, and nly the changes within the specified time range will be migrated. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in the surce SharePint envirnment cnflicts with an existing item in the destinatin SharePint envirnment. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure cntent level cnflict reslutin. Skip prvides the cnfiguratin f the Cntent Level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Jb Reprt Select the level f the Jb Reprt. Simplified creates a summary f cntent migrated t the destinatin SharePint envirnment. Detailed creates a full list f all bjects migrated t the destinatin SharePint envirnment at the cst f perfrmance. Click OK t run the nline migratin jb. 64

65 SharePint Offline Migratins Cnfiguring a SharePint 2007 t 2010 Offline Migratin Cnfiguring Strage Plicies In rder t perfrm a SharePint 2007 t 2010 ffline migratin jb, yu must set up a Strage Plicy t chse a physical device t stre the exprted data. T access Strage Plicy, frm the Hme tab, click Strage Plicy in the Settings grup. Then yu will be brught t the Strage Cnfiguratin interface f Cntrl Panel. Fr specific instructins n setting up a strage plicy, refer t the DcAve 6 Cntrl Panel Reference Guide. Setting Up an Exprt Prfile Create an Exprt Prfile fr SharePint Migratr ffline jbs t cnfigure the surce cmpnent ptins Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile tab appears. In Optins grup, click Exprt Prfile. In the Prfile Management grup, click New. Enter a prfile name in the pp-up windw and click OK. Click Surce Cmpnent Optins n the left-hand pane. Filter Plicy Allws yu t select specific bject r data within each SharePint level (Web applicatin dwn t item level). The default filter plicy is set t be nne. Yu may select a previusly-created filter plicy frm the drp-dwn menu. Or click New Filter Plicy t create a new filter plicy. Fr mre detailed infrmatin abut the filter plicy, refer t the DcAve 6 Cntrl Panel Reference Guide. Generate Metadata File Allws yu t generate Excel files with metadata fr each list. Yu can mdify the metadata file t add, edit, r delete the metadata f items in batch based n yur specified needs. The item and its metadata file can als be deleted. Check the Generate metadata file checkbx and the Destinatin sectin appears. Enter a Universal Naming Cnventin (UNC) path as the lcatin where the metadata file will be stred in the UNC path text bx. Fr example, \\admin-pc\c$\data r \\admin- PC\shared flder. Then enter the username and passwrd that are available t the UNC path in the crrespnding text bxes. Click Validatin Test and DcAve will test the path t make sure they are valid. Fr details n mdifying the metadata file, refer t Editing a Metadata File. 65

66 Setting Up an Imprt Prfile Create an Imprt Prfile fr SharePint Migratr ffline jbs t cnfigure surce cmpnent ptins, mapping ptins and advanced ptins Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile tab appears. In Optins grup, click Imprt Prfile. In the Prfile Management grup, click New. Enter a prfile name in the pp-up windw and click OK. Select the Surce Cmpnent Optins frm the left-hand pane. Alerts Allws yu t migrate the surce SharePint 2007 alters f different levels t the destinatin SharePint 2010 envirnment by checking the Migrate alert f the list, library, flder, item and dcument level checkbx. Wrkflw Check the Include wrkflw definitin t migrate the definitin f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. Check the Include wrkflw instance t als migrate the state, histry and tasks f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. Select the Mapping Optins frm the left-hand pane and cnfigure the fllwing mappings. Clumn Mapping Allws yu t replace surce clumns with destinatin clumns. Use clumn mapping Accrding t clumn type, the surce clumn and the destinatin clumn can be the same r different. The clumn can als be changed t Managed Metadata r Lkup. The default clumn mapping is set t be nne. Yu may select a previusly-created clumn mapping frm the drpdwn menu, r click New Clumn Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a clumn mapping, see the DcAve 6 Cntrl Panel Reference Guide. Use existing metadata file Allws yu t apply an existing metadata file which has been editing. Cntent Type Mapping Allws yu t replace surce cntent types with destinatin cntent types accrding t the cnditin that yu set up. The default cntent type mapping is set t be nne. Yu may select a previusly-created cntent type mapping frm the drp-dwn menu, r click New Cntent Type Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a cntent type mapping, see the DcAve 6 Cntrl Panel Reference Guide. Template Mapping Allws yu t replace site templates and list templates. By inputting r selecting Template ID, the surce template is changed t the destinatin template. The default template mapping is set t be nne. Yu may select a previuslycreated template mapping frm the drp-dwn menu, r click New Template Mapping 66

67 frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a template mapping, see the DcAve 6 Cntrl Panel Reference Guide. User Mapping Allws yu t replace existing surce nde username with existing destinatin nde username r a default username in destinatin. The default user mapping is set t be nne. Yu may select a previusly-created user mapping frm the drp-dwn menu, r click New User Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a user mapping, see the DcAve 6 Cntrl Panel Reference Guide. Dmain Mapping Allws yu t map a dmain name in the surce t a dmain name in the destinatin. The default dmain mapping is set t be nne. Yu may select a previusly-created dmain mapping frm the drp-dwn menu, r click New Dmain Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a dmain mapping, see the DcAve 6 Cntrl Panel Reference Guide. 7. Select the Advanced Optins frm the left-hand pane and cnfigure the fllwing settings. Change Site Lk and Feel Allws yu t change r preserve the lk and feel f the destinatin sites after migrating SharePint 2007 sites r site cllectins t SharePint 2010 sites r site cllectins. Nrmally, the manual input site r site cllectin is used as the destinatin nde. If yu chse Change existing SharePint sites t use the new user experience, the lk and feel if the existing destinatin sites will be changed and replaced by that f the surce sites after cmpleting the migratin jb and administratrs f the destinatin can cntrl the user experience fr end users. With this ptin chsen, ne f the fllwing ptins needs t be selected. * Nte: If yu chse this ptin, the prperty f the surce site must be migrated t the destinatin. Make sure that in the surce tree the Prperty checkbx behind the surce site is checked. a. Preserve custmized pages, but update template and applicatin pages t use the new UI (User Interface). b. Reset all custmized pages t their riginal templates. This ptin will delete mdificatins frm custmized pages and cannt be undne by checking the crrespnding checkbx. If yu chse Preserve the lk and feel f existing SharePint sites, and allw end users t update their sites' user experience, the lk and feel f the existing destinatin sites will be kept after cmpleting the migratin jb and the end users are allwed t update their sites user experience in the destinatin. Flder Structure Management Allws yu t chse whether r nt t cllapse flder structure f the surce SharePint 2007 flder cntent. If yu check the Cllapse flder structure checkbx, all levels f the flder structure f the surce cntent will be cllapsed. All files within the flders will be migrated t the library and merged t the same path in the destinatin. With this ptin selected, yu can further chse t add a clumn t display the surce path f the files in the destinatin. Check the Add clumn t keep surce path checkbx. DcAve Surce Path is prvided as the default 67

68 name f the clumn, and yu can als custmize the name by entering a clumn name in the text bx. Character Length Settings This is used t set character length limitatins fr SharePint URL, flder name, and file name. Maximum length f the SharePint URL The default value is 255 and yu can define the value frm 1 t 260. The length f the SharePint URL is calculated frm the first character f the managed path, that is /. When the flder r file s URL exceeds the limitatin, the migratin results are as fllws: If the flder URL exceeds the limitatin, the flder name will be pruned accrding t the value which is set in Maximum length f the flder name first. If the flder URL still exceeds the limitatin, the flder and its cntent will be migrated t the rt flder f the destinatin list. If there is a file whse URL exceeds the limitatin within a flder, the file name will be pruned accrding t the value which is set in Maximum length f the file name first. If the file URL still exceeds the limitatin, it will be migrated t the rt flder f the destinatin list. If the file URL exceeds the limitatin, the file name will be pruned accrding t the value which is set in Maximum length f the file name first. If the file URL still exceeds the limitatin, it will be migrated t the rt flder f the destinatin list. Maximum length f the flder name The default value is 128 and yu can define the value frm 1 t 128. If the flder name exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a flder migrated frm SharePint 2007 is named abcdef in the surce and the value that yu set here is 5. The flder will be named abcde after the migratin. Maximum length f the file name The default value is 128 and yu can define the value frm 1 t 128. If the file name, including the file extensin, exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a file is named abcdef.txt in the surce and the value that yu set here is 5. The file will be named a_0.txt after the migratin. _0 is used t mark that the file name is pruned. Editing a Metadata File Yu can edit the metadata file t add, edit, r delete metadata file in batch. Fllw the steps belw t edit the metadata file In the UNC path where the metadata file is stred, each list generates an Excel file. Open the Excel file named by a list path. Clumns, items and their crrespnding clumn values f a list are displayed in the Excel file. Yu can add, edit, and delete the metadata file in the Excel file. Add the metadata. Add a clumn, specify its clumn type and set a value fr the item in the Excel file. 68

69 Fr example, add a new clumn next t the existing clumn n the first rw, enter Cmments: = Multiple lines f text and set the value f an item as It needs t be updated. Here Cmments is the clumn name; Multiple lines f text is the clumn type; It needs t be updated is the crrespnding value fr the item. After the imprt jb, the clumn Cmments and the value will be added as new metadata fr the item. Edit the metadata. Edit the clumn name, clumn type f an item and mdify the crrespnding value in the Excel file. Fr example, in the Excel file, the clumn name, clumn type f an item is Name: = File and the crrespnding value is Dcument A. Yu can mdify the item name by mdifying the value Dcument A t Dcument B. After the imprt jb, the item name will be displayed as Dcument B in the destinatin. Delete the metadata. Delete the clumn name, clumn type f an item and the crrespnding value in the Excel file. Editing the XML File Fr example, in the Excel file, the clumn name, clumn type f an item is Title: = Single line f text and the crrespnding value is Custm List. If yu d nt wish this clumn Title and the value fr this item t be assciated with the item in the destinatin after being imprted, delete the clumn name, clumn type and the crrespnding value frm the cells. Yu can chse t migrate the related terms f the surce nde, all f the terms f the site cllectin where the surce nde resides, r n terms f the surce nde by cnfiguring the XML file f a prfile. T edit the XML file, cmplete the fllwing steps: 1. In the Create Prfile tab, click Dwnlad Prfile t dwnlad the XML file f a prfile. 2. Open the XML file with Ntepad. 3. Find the <ExtendNde i:nil= true > nde. 4. Insert the fllwing nde under it: <NewFlags SPMBackupMMSOptin= />. If yu set the 1 value fr this nde, the terms that are related t selected surce nde will be migrated during the migratin jb. This is the default lgic befre editing the XML file. If yu set the 2 value fr this nde, all f the terms f the site cllectin where the selected surce nde resides will be migrated during the migratin jb. If yu set the -1 value fr this nde, n terms will be migrated during the migratin jb. 5. Save changes t this file and clse it. 6. Uplad this mdified XML file by clicking Uplad Prfile n the ribbn. 7. Click Save and select the Save As ptin in the drp-dwn menu. The Save As pp-up windw appears. 8. Enter a new name fr the mdified prfile, and then click OK. 69

70 Perfrming a SharePint 2007 t 2010 Offline Migratin SharePint Migratr allws yu t migrate the SharePint 2007 data t an ffline destinatin by exprting yur desired surce SharePint 2007 data t a physical device, and then imprt the exprted data t the specified SharePint 2010 nde. *Nte: SharePint Offline Migratin des nt supprt SharePint 2013 in DcAve 6 Service Pack 2. Exprt The fllwing instructins describe hw t exprt data t the Strage Plicy in rder t perfrm an ffline migratin jb. 1. Frm the Hme tab, in the Plan Management grup, click Exprt. 2. In the Surce pane, click the farm name t expand the data tree. a. Find the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the keywrd f the nde (fr example, site URL, site title, r site/list/item name) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. b. Select the surce nde by checking the crrespnding checkbx. c. Check the crrespnding Security and/r Prperty checkbx behind a surce nde t migrate the security and/r prperty f the surce nde t the destinatin nde 3. In the Destinatin pane, select a previusly-cnfigured strage plicy frm the drp-dwn list r click New Strage Plicy t create a new ne. Fr details n creating a strage plicy, refer t Cnfiguring Strage Plicies. 4. Click Run Nw t perfrm an exprt jb immediately, and then the Run Nw interface appears. Cnfigure the fllwing settings. Optins Chse the migratin mde fr this migratin jb. Full migratin Exprt all cntents frm the surce nde t the Strage Plicy. Incremental migratin Only exprt the mdified cntent (add and mdify) t the Strage Plicy based n cntent r time. a. If yu chse t migrate the mdified cntent based n cntent, make sure that yu have run a full migratin and click the Incremental migratin radi buttn nly. b. If yu chse t migrate the mdified cntent based n time, check the Migrate changes within checkbx t specify the time range, and nly the changes within the specified time range will be exprted. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. 70

71 Prfile Selectin Allws yu t cnfigure the surce cmpnent ptins fr the exprt jb. Select a previusly-cnfigured prfile frm the drp-dwn list. SharePint Migratin prvides yu a default prfile named Default Prfile. Agent Grup Select a surce Agent grup fr this ffline migratin plan frm the drp-dwn list. Fr details n creating an Agent grup, refer t the DcAve 6 Cntrl Panel Reference Guide. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Jb Reprt Select the level f the Jb Reprt. Simplified creates a summary f cntent migrated t the destinatin SharePint envirnment. Detailed creates a full list f all bjects migrated t the destinatin SharePint envirnment at the cst f perfrmance. 5. Click OK t run the jb immediately r click Cancel t return t the Hme page f Exprt. 6. Click Save As New Plan, and then the Save As New Plan tab appears. Cnfigure the fllwing settings t build up a migratin plan. Plan Name Enter a name fr the plan that yu are abut t create. Then enter an ptinal Descriptin fr future references. Prfile Selectin Allws yu t cnfigure surce cmpnent ptins fr the exprt jb. Select a previusly-cnfigured prfile frm the drp-dwn list. SharePint Migratin prvides yu a default prfile named Default Prfile. Agent Grup Select a surce Agent grup fr this ffline migratin plan frm the drp-dwn list. Fr details regarding creating an Agent grup, refer t the DcAve 6 Cntrl Panel Reference Guide. Schedule Selectin Select ne type f schedule t run the plan. N schedule Select this ptin t run the plan manually. Cnfigure the schedule myself Select this ptin and the Schedule Settings sectin appears under Schedule Selectin. Click Add Schedule and the Add Schedule interface pps up. Cnfigure the fllwing settings. Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t exprt all cntents frm the surce nde t the Strage Plicy accrding t the prfile. Chse Incremental migratin t nly migrate the mdified cntent (add and mdify) t the destinatin based n cntent r time. If yu chse t exprt the mdified cntent based n cntent, make sure that yu have run a full migratin and click the Incremental migratin radi buttn nly. If yu chse t exprt the mdified cntent based n time, check the Migrate changes within checkbx t specify the time range, and nly the changes within the specified time range 71

72 will be migrated. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drpdwn list. Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. Click OK t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. Click Calendar View t preview the previusly-cnfigured schedule in a calendar. Yu can delete a previusly-cnfigured schedule by clicking behind a crrespnding schedule. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. 7. Click Save t select Save t save the plan. T save the plan and execute it right away, click Save t select Save and Run, Then the Run Nw interface pps up t allw yu t cnfigure the fllwing settings. Optins Chse the migratin mde fr this migratin jb. Full migratin Exprt all cntents frm the surce nde t the Strage Plicy. Incremental migratin Only exprt the mdified cntent (add and mdify) t the Strage Plicy based n cntent r time. If yu chse t exprt the mdified cntent based n cntent, make sure that yu have run a full migratin and click the Incremental migratin radi buttn nly. If yu chse t migrate the mdified cntent based n time, check the Migrate changes 72

73 Imprt within checkbx t specify the time range, and nly the changes within the specified time range will be migrated. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Jb Reprt Select the level f the Jb Reprt. Simplified creates a summary f cntent migrated t the destinatin SharePint envirnment. Detailed creates a full list f all bjects migrated t the destinatin SharePint envirnment at the cst f perfrmance. Click OK t run the exprt migratin jb. The fllwing instructins describe hw t imprt the exprted data t the destinatin SharePint 2010 nde. 1. Frm the Hme tab, in the Plan Management grup, click Imprt. 2. In the Surce pane, fllw the steps belw t select the surce nde whse data yu wish t imprt. a. On the Brwse tab, click the farm frm which yu have exprted the data. b. Target the specified lcatin where the exprted data are stred by selecting the flder named by Jb ID. c. Click View Details t switch t the Details tab, and then select yur desired nde that yu want t imprt by checking the crrespnding checkbx. If the exprted data that yu select is in an incremental migratin jb, the Shw histrical data checkbx appears abve the farm name. This ptin shws the incremental data as well as the exprted data f the latest full migratin jb fr the same plan n the tree. With the Shw histrical data checkbx selected, yu can select the desired data t imprt by checking the crrespnding checkbx. The full migratin data and the incremental migratin data is distinguished by the jb start time displayed at the end f the nde, and the earlier ne is that f the latest full migratin data. d. Check the crrespnding Security and/r Prperty checkbx f a surce nde t migrate the security and/r prperty f the surce nde t the destinatin nde. e. T quickly search the exprted data yu wish t imprt, click the Plan Filter, Jb Filter r Time range tab t further specify the rules fr yur desired exprted data. Then click Filter, and the exprted data that meet the criteria will be filtered. Repeat the steps abve t select the surce nde. 3. In the Destinatin pane, click the farm name t expand the data tree. a. Find the nde which yu wish t imprt the exprted data t. If wrking with a large envirnment, enter the keywrd f the nde int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. 73

74 b. Select the destinatin nde by clicking the crrespnding radi buttn. Yu can als create a new site cllectin, site, list r flder by entering the specified name and click Create Cntainer. Fr details n creating cntainers, refer t Creating Cntainers. 4. In the Actin and Preview pane, chse Attach t migrate the surce nde as a child underneath the chsen destinatin nde r chse Merge t add the cntent, security, and cnfiguratin f the surce t the selected destinatin nde. The table belw shws when Attach and/r Merge are available t chse. *Nte: M represents Merge; A represents Attach; X represents Unsupprted. Destinatin Web Site Tp-level Site List Flder Surce Applicatin Cllectin Site Web Applicatin M X X X X X Site Cllectin A M X X X X Tp-level Site X A M/A M/A X X Site X A M/A M/A X X List X X A A M X Flder X X X X A M/A T see what the data tree f the destinatin nde will be lk like after the jb is executed, click Preview. Only the SharePint bjects dwn t the site level can be previewed in the destinatin tree. 5. Click Run Nw t perfrm an imprt jb immediately, and then the Run Nw interface appears. Cnfigure the fllwing settings. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in SharePint 2007 cnflicts with an existing item in SharePint Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure cntent level cnflict reslutin. Skip prvides the cnfiguratin f the Cntent Level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Prfile Selectin Allws yu t cnfigure the related surce cmpnent ptins, mapping ptins, and advanced ptins fr the nline migratin jb.select a previusly-cnfigured prfile frm the drp-dwn list. SharePint Migratin prvides yu a default prfile named Default Prfile. Agent Grup Select a destinatin Agent grup fr this migratin plan frm the drpdwn list. Fr details n creating an Agent grup, refer t the DcAve 6 Cntrl Panel Reference Guide. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Jb Reprt Select the level f the Jb Reprt. Simplified creates a summary f cntent migrated t the destinatin SharePint envirnment. Detailed creates a full list f all bjects migrated t the destinatin SharePint envirnment at the cst f perfrmance. 74

75 Click OK t run the jb immediately r click Cancel t return t the Hme page f Imprt. 6. Click Save As New Plan, and then the Save As New Plan tab appears. Cnfigure the fllwing settings t build up an imprt plan. Plan Name Enter a name fr the plan that yu are abut t create. Then enter an ptinal Descriptin fr future references. Prfile Selectin Allws yu t cnfigure the related surce cmpnent ptins, mapping ptins, and advanced ptins fr the nline migratin jb.select a previusly-cnfigured prfile frm the drp-dwn list t apply the migratin settings t the migratin jb. SharePint Migratin prvides yu a default prfile named Default Prfile. Agent Grup Select a destinatin Agent grup fr this migratin plan frm the drpdwn list. Fr details regarding creating an Agent grup, refer t the DcAve 6 Cntrl Panel Reference Guide. Schedule Selectin Select ne type f schedule t run the plan. N schedule Select this ptin t run the plan manually. Cnfigure the schedule myself Select this ptin and the Schedule Settings sectin appears under Schedule Selectin. Click Add Schedule and the Add Schedule interface pps up. Cnfigure the fllwing settings. Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t migrate all cntents frm the surce nde t the destinatin nde accrding t the prfile. Chse Incremental migratin t nly migrate the mdified cntent (add and mdify) t the destinatin based n cntent r time. If yu chse t migrate the mdified cntent based n cntent, make sure that yu have run a full migratin and click the Incremental migratin radi buttn nly. If yu chse t migrate the mdified cntent based n time, check the Migrate changes within checkbx t specify the time range, and nly the changes within the specified time range will be migrated. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in SharePint 2007 cnflicts with an existing item in SharePint Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure cntent level cnflict reslutin. Skip prvides the cnfiguratin f the Cntent Level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. 75

76 Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. Click OK t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. Click Calendar View t preview the previusly-cnfigured schedule in a calendar. Yu can delete a previusly-cnfigured schedule by clicking behind a crrespnding schedule. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. 7. Click Save t select Save t save the plan. T save the plan and execute it right away, click Save t select Save and Run Nw, Then the Run Nw interface pps up t allw yu t cnfigure the fllwing settings. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in SharePint 2007 cnflicts with an existing item in SharePint Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure cntent level cnflict reslutin. Skip prvides the cnfiguratin f the Cntent Level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Jb Reprt Select the level f the Jb Reprt. Simplified creates a summary f cntent migrated t the destinatin SharePint envirnment. Detailed creates a full list f all bjects migrated t the destinatin SharePint envirnment at the cst f perfrmance. Click OK t run the imprt migratin jb. 76

77 Supprted and Unsupprted Elements fr SharePint Migratin The fllwing table lists the currently supprted and unsupprted elements in SharePint Migratin. Cmpnent SharePint 2007 t 2010 Migratin SharePint 2007 t 2013 Migratin SharePint 2010 t 2013 Migratin Site Cllectin Supprted Supprted Supprted Site Supprted Supprted Supprted List Supprted Supprted Supprted Flder Supprted Supprted Supprted Item Supprted Supprted Supprted Web Part List View Supprted Supprted Supprted Business Data Unsupprted Unsupprted Unsupprted Cntent Rllup Supprted Supprted Supprted Media and Cntent N/A N/A Supprted Dashbard Unsupprted Supprted N/A Filter Unsupprted Unsupprted Supprted Scial Cllabratin N/A N/A Supprted Miscellaneus Supprted Supprted N/A Outlk Web Access Supprted Supprted Supprted Search Supprted Supprted Supprted Site Directry Unsupprted Supprted N/A Clumn Supprted Supprted Supprted Site Cllectin Administratin Recycle Bin N/A N/A Supprted Site Cllectin N/A N/A Supprted Features Site Hierarchy N/A N/A Supprted Site Cllectin N/A N/A Supprted Navigatin Site Cllectin Audit N/A N/A Supprted Settings Audit Lg Reprts N/A N/A Supprted Prtal Site N/A N/A Supprted Cnnectin Site Cllectin N/A N/A Supprted Plicies Strage Metrics N/A N/A Supprted Site Cllectin N/A N/A Supprted Cache Prfiles Site Cllectin N/A N/A Supprted Object Cache Site Cllectin Output Cache N/A N/A Supprted Knwn Issue 77

78 Cmpnent SharePint 2007 t 2010 Migratin Cntent Type Site Administratin Galleries 78 SharePint 2007 t 2013 Migratin SharePint 2010 t 2013 Migratin N/A N/A Supprted Publishing Variatins N/A N/A Supprted Variatin Labels N/A N/A Supprted Variatin Lgs N/A N/A Supprted Suggested Cntent N/A N/A Supprted Brwser Lcatins SharePint Designer N/A N/A Supprted Settings Help Settings N/A N/A Supprted Reginal Settings Supprted Supprted Unsupprted Site Usage Reprts Unsupprted Unsupprted N/A RSS Supprted Supprted Supprted Search Visibility Supprted Supprted N/A Site Features Supprted Supprted N/A Related Links Scpe Unsupprted Unsupprted Unsupprted Settings Site Libraries and Supprted Supprted Supprted Lists User Alerts Supprted Supprted Supprted Sites and Supprted Supprted Supprted Wrkspaces Delete This Site Supprted Supprted N/A Site Output Cache Supprted Supprted Supprted Cntent and Supprted Supprted Supprted Structure Cntent and Supprted Supprted Supprted Structure Lgs Search and Offline N/A N/A Supprted Availability Term Stre N/A N/A Supprted Management Searchable Clumns N/A N/A Supprted Site Cntent Supprted Supprted Supprted Types\Default Site Cntent Supprted Supprted Supprted Types\Custm Site Cntent Supprted Supprted Supprted Types\Existing Grup Site Cntent Types\New grup Site Clumns\Default Supprted Supprted Supprted Supprted Supprted Supprted Knwn Issue

79 Cmpnent SharePint 2007 t 2010 Migratin Site Clumns\Existing Grup Site Clumns\New Lk and Feel SharePint 2007 t 2013 Migratin SharePint 2010 t 2013 Migratin Supprted Supprted Supprted Supprted Supprted Supprted Grup Site Templates Unsupprted Unsupprted N/A List Templates Unsupprted Unsupprted Supprted Web Parts Unsupprted Unsupprted Supprted Wrkflws Supprted Unsupprted Supprted Master Pages and Page Layuts Unsupprted Unsupprted Supprted Master Unsupprted Unsupprted Unsupprted page\default Master Unsupprted Unsupprted Unsupprted page\custm Master Unsupprted Unsupprted Unsupprted page\inheritance Master page\spd Unsupprted Unsupprted Unsupprted Edit Title, Descriptin, Supprted Supprted Supprted and Icn Navigatin Supprted Supprted Supprted Navigatin Supprted Supprted Supprted Inheritance Tp Link Bar & Supprted Supprted Supprted Quick Launch Page Layuts and Supprted Supprted Supprted Site Templates Welcme Page Supprted Supprted Supprted Tree View Supprted Supprted Supprted Site Theme\Default Unsupprted Unsupprted Unsupprted Site Theme\Custm Unsupprted Unsupprted Unsupprted Save site as Unsupprted Unsupprted N/A Template Reset t Site Supprted Supprted N/A Definitin Searchable Clumns Supprted Supprted N/A List Prperty General Settings Supprted Supprted Supprted Permissins and Supprted Supprted Supprted Management Cmmunicatins Supprted Supprted Supprted Clumn Settings Supprted Supprted Supprted Cntent Types Supprted Supprted Supprted Knwn Issue 79

80 Cmpnent SharePint 2007 t 2010 Migratin SharePint Service Wrkflw SharePint 2007 t 2013 Migratin SharePint 2010 t 2013 Migratin Views Supprted Supprted Supprted Alerts Supprted Supprted Supprted Check Out Supprted Supprted Supprted Incming Supprted Supprted N/A Setting Infrmatin Rights Management Supprted Supprted Supprted Metadata Service N/A N/A Supprted User Prfile Service N/A N/A Supprted Search Service N/A N/A Supprted SharePint Built-in Wrkflw SharePint Designer Wrkflw Supprted Supprted Supprted Supprted Supprted Supprted Nintex Wrkflw Supprted Supprted Supprted Knwn Issue 80

81 Ltus Ntes Online Migratins Refer t the sectins belw t use Ltus Ntes Migratr. Pre-migratin Cnfiguratins T use Ltus Ntes Migratr, yu must first cnfigure the Ltus Ntes cnnectin s that the DcAve Agents can cnnect t the Ltus Dmin Servers. In the Hme tab, click Cnfigure Cnnectin n the ribbn. The Ltus Ntes Cnnectin interface appears. Managing Ltus Ntes Cnnectins The Ltus Ntes Cnnectin interface displays any Ltus Ntes cnnectins that yu have previusly created. In this interface, yu can change the number f Ltus Ntes cnnectins displayed per page and the rder in which they are displayed. T change the number f Ltus Ntes cnnectins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the Ltus Ntes cnnectins, click n a clumn heading such as Name, Agent, Ntes.INI File Path, and Last Mdified Time. Yu can custmize hw these cnnectins are displayed in a number f different ways: Search Allws yu t filter Ltus Ntes cnnectins displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the Ltus Ntes cnnectin yu wish displayed. Yu can select Search all pages r Search current page t define the search scpe. Select all pages means that the cnnectins in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the cnnectins in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click f the clumn yu want t hide, the clumn is hidden. This allws yu t filter Agent. Click f the clumn f Agent, and then check the checkbx next t the Agent name t have that Agent shwn. Perfrm the fllwing actins in the Ltus Ntes Cnnectin interface: Create Click Create n the ribbn t create a new Ltus Ntes cnnectin. Fr details n creating a new Ltus Ntes cnnectin, see Creating and Editing Ltus Ntes Cnnectins. 81

82 View Details Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this Ltus Ntes cnnectin. Here yu can als click Edit n the ribbn t make changes t the Ltus Ntes cnnectin s settings. Yu will be brught t the Edit Ltus Ntes Cnnectin interface where yu can change this Ltus Ntes cnnectin. Edit Click Edit n the ribbn t change the cnfiguratins fr this Ltus Ntes cnnectin. Fr details n editing cnfiguratins fr a Ltus Ntes cnnectin, see Creating and Editing Ltus Ntes Cnnectins. Delete Click Delete n the ribbn. A cnfirmatin windw will pp up and ask if yu are sure yu want t prceed with the deletin. Click OK t delete the selected Ltus Ntes cnnectins, r click Cancel t return t the Ltus Ntes Cnnectin interface withut deleting the selected Ltus Ntes cnnectins. Creating and Editing Ltus Ntes Cnnectins T create a new Ltus Ntes cnnectin, click Create n the ribbn. T mdify a previusly-cnfigured Ltus Ntes cnnectin, select the Ltus Ntes cnnectin, and then click Edit n the ribbn. In the Create Ltus Ntes Cnnectin r Edit Ltus Ntes Cnnectin interface, cnfigure the fllwing settings: 1. Ltus Ntes Cnnectin Name Enter a Name fr the Ltus Ntes cnnectin. Then enter an ptinal Descriptin fr this Ltus Ntes cnnectin fr future references. 2. Cnnectin Cnfigure the fllwing settings t cnnect the Ltus Ntes Dmin Server t the surce DcAve Agent. Agent Select yur desired DcAve Agent installed in Ltus Ntes envirnment frm the drp-dwn list. Ntes.INI file path Ntes.INI file can be fund in the Ltus Ntes server. The default path C:\Prgram Files\ltus\ntes\ntes.ini is entered autmatically. Yu can als enter the path by yurself, but make sure that the path yu enter is the abslute path where Ntes.INI file lcates. User ID file Click here hyperlink which is in the sentence belw Ntes.INI file path t lad the user ID file, then select ne frm the drp-dwn list. Passwrd Enter the passwrd f the user that yu have selected in User ID file. Click the Validatin Test buttn t check the passwrd. 3. Click OK t save the cnfiguratins and return t the Ltus Ntes Cnnectin interface, r click Cancel t return t the Ltus Ntes Cnnectin interface withut saving any changes. 82

83 Cnfiguring Ltus Ntes Online Migratin Filter Plicies Filter Plicy allws yu t set up filter rules s that yu can cntrl what dcuments within Ltus Ntes databases appear, then yu can target cntent mre precisely. By setting up and saving filter plicies, yu can apply the same filter plicies t different Ltus Ntes migratin plans withut having t recreate them each time. T access Filter Plicy, click Create Prfile n the ribbn in the Hme tab. On the Create Prfile page, click Filter Plicy n the ribbn. Managing Filter Plicies The Filter Plicy interface displays any Filter plicies that yu have previusly cnfigured. In this interface, yu can change the number f filter plicies displayed per page and the rder in which they are displayed. T change the number f filter plicies displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the filter plicies, click n a clumn heading such as Filter Plicy Name, and Descriptin. Yu can custmize hw these filter plicies are displayed in a number f different ways: Search Allws yu t filter the filter plicies displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the filter plicy yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the filter plicies in all f the pages whse name and descriptins cntain the keywrds will be displayed; while Search current page means that nly the filter plicies in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Perfrm the fllwing actins in the Filter Plicy interface: Create Click Create n the ribbn t create a new filter plicy. Fr details n creating a new filter plicy, see Creating Filter Plicies. Edit Click Edit n the ribbn t change the cnfiguratins fr this filter plicy. Fr details n editing cnfiguratins fr a filter plicy, see Creating Filter Plicies. Delete Click Delete n the ribbn. A cnfirmatin windw will pp up and ask whether yu are sure that yu want t prceed with the deletin. Click OK t delete the selected filter 83

84 84 plicies, r click Cancel t return t the Filter Plicy interface withut deleting the selected filter plicies. Creating Filter Plicies T create a new filter plicy, click Create n the ribbn. T mdify a previusly-cnfigured filter plicy, select the filter plicy, and then click Edit n the ribbn. In the Create Filter Plicy r Edit Filter Plicy interface, cnfigure the fllwing settings: Name Enter a Name fr this filter plicy. Descriptin Enter an ptinal Descriptin fr future references. Filter Rule A filer rule allws yu t filter cntents that yu want t migrate by setting up a set f filter criteria. Fllw the steps belw t set up yur wn filter rules. a. Click Add a Filter Level Grup t add a filter rule, and then the filter rule cnfiguratin field appears. Yu can chse Time Range r Attachment as the filter rule. If yu chse Time Range, Ltus Ntes dcuments are filtered t be included accrding t the created time r mdified time. Click Add a Criterin and then a basic criterin cnfiguratin rw appears. Yu can select Created Time r Mdified Time frm the drp-dwn menu. In the clumn f Cnditin, time cnditin can be selected frm Befre, After, Within, and Older Than. Set up Time Zne and the exact time in the clumn f Value. If yu chse Attachment, the attachments within Ltus Ntes dcuments are filtered t be included accrding t the size f attachments. Click Add a Criterin and then a basic criterin cnfiguratin rw appears. In the Cnditin clumn, yu can select > = r < =, and then enter yur desired value in the Value clumn and chse the unit frm KB, MB, and GB. b. Click t delete the specified criterin r filter level. Yu can change the lgical relatinship between the criterins. Repeat step a t add mre filter rules. There are tw lgics currently. And and Or. By default, the lgic is set t And. It can be changed t Or by clicking And. And The cntent which meets all the criterins will be filtered t be included. Or The cntent which meets any ne f the criterins will be filtered t be included. Basic Filter Cnditins View the lgical relatinship f the filter rules in this area. Fr example, if the lgical relatinship is ((1 And 2) Or 3) in the Basic Filter Cnditin area, the cntent which meet bth the filter rule 1 and filter rule 2, r meet the filter rule 3 will be filtered t be included. Click OK t save the cnfiguratins and return t the Filter Plicy interface, r click Cancel t return t the Filter Plicy interface withut saving any changes.

85 Mapping Settings Befre perfrming a Ltus Ntes migratin jb, yu may want t define ptinal User Mapping, Grup Mapping, and Permissin Mapping. Refer t the fllwing sectins t decide whether t cnfigure the mapping settings, and learn hw t cnfigure the mapping settings. User Mapping Use user mapping if yu wish t map an existing surce nde username t SharePint user in the destinatin. During migratin, Migratr will replace the surce username with yur specified username in the destinatin. T access User Mapping, click Create Prfile n the ribbn in the Hme tab. Then in the Create Prfile interface, click Mappings and select User Mapping n the ribbn. The Cntrl Panel appears. Fr specific instructin n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Make sure that the surce username that yu input in the clumn f Surce Username is ne f the fllwing frmats; therwise the user mapping will fail. username/rgname username/rgname/rgname username/rgname/rgname/rgname The rganizatin in Ltus Ntes can be multilevel and here the rgname yu enter can als be multilevel. Grup Mapping Use grup mapping if yu wish t map an existing surce grup name a SharePint grup. During the migratin, Migratr will replace the surce grup name with yur specified grup name in the destinatin nde. T access Grup Mapping, click Create Prfile n the ribbn in the Hme tab. Then in the Create Prfile interface, click Mappings and select Grup Mapping n the ribbn. The Cntrl Panel appears. Fr specific instructin n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Permissin Mapping Permissin mapping allws yu t map permissins in the surce t SharePint permissins in the destinatin. During the migratin, Migratr will replace the surce permissin with SharePint permissin levels f Default Permissin Mapping r yur specified permissin levels in the destinatin nde. 85

86 T access Permissin Mapping, click Create Prfile n the ribbn in the Hme tab. Then in the Create Prfile interface, click Mappings and select Permissin Mapping n the ribbn. In the Permissin Mapping interface, any permissin mappings that yu have previusly created are displayed in the main display pane. Managing Permissin Mapping In this interface, yu can change the number f permissin mappings displayed per page and the rder in which they are displayed. T change the number f permissin mappings displayed per page, select the desired number frm the Shw rws drp-dwn list in the lwer right-hand crner. T srt the permissin mappings, click n a clumn heading such as Name and Descriptin. Yu can custmize hw these permissin mappings are displayed in a number f different ways: Search Allws yu t filter the SharePint Permissin Level displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the SharePint Permissin Level yu wish displayed. Yu can select Search all pages r Search current page t define the search scpe. Select all pages means that the permissin mappings in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the permissin mappings in the current page whse name and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Perfrm ne f the fllwing actins n a selected permissin mapping: Create Click Create n the ribbn t create a new Permissin Mapping. Fr details n creating a new Permissin Mapping, see Cnfiguring Permissin Mapping. View Details Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this permissin mapping. Here yu can als click Edit n the ribbn t make changes t the permissin mapping s settings. Yu will be brught t the Edit Permissin Mapping page where yu can change this permissin mapping. Edit Click Edit n the ribbn t change the cnfiguratin f this permissin mapping. Fr details n editing permissin mapping, see Cnfiguring Permissin Mapping. Delete Click Delete n the ribbn. A cnfirmatin windw will pp up and ask if yu are sure yu want t prceed with the deletin. Click OK t delete the selected permissin mappings, r click Cancel t return t the Permissin Mapping withut deleting the selected permissin mappings. 86

87 Cnfiguring Permissin Mapping T create a new permissin mapping, click Create n the ribbn. T edit a previusly-cnfigured permissin mapping, select the permissin mapping and then click Edit n the ribbn. In the Create r Edit Permissin Mapping interface, cnfigure the fllwing settings: Permissin Mapping Name Enter a Name fr the permissin mapping that yu are abut t create r edit. Then enter an ptinal Descriptin fr this permissin mapping fr future reference. Permissin Mapping Set up the mapping f Ltus Ntes permissins t SharePint permissins. Chse ne previusly-cnfigured SharePint permissin level frm the SharePint Permissin Level drp-dwn list. We d nt recmmend changing the default permissin mapping. If there is n SharePint permissin level meets yur requirements, yu can use the custmized SharePint permissin level by clicking New SharePint Permissin Level frm the drp-dwn list t create a new ne. Fr details n creating a new SharePint permissin level, refer t Managing SharePint Permissin Level. Managing SharePint Permissin Level Yu can manage SharePint Permissin Levels by creating a new SharePint Permissin Level, viewing details f a previusly-cnfigured SharePint Permissin Level, editing a previusly-cnfigured SharePint Permissin Level, r deleting a previusly-cnfigured SharePint Permissin Level. T access Manage SharePint Permissin Level, click Create Prfile n the ribbn in the Hme tab. Then in the Create Prfile interface, click Mappings and select Permissin Mapping n the ribbn. In the Permissin Mapping interface, click Manage SharePint Permissin Level n the ribbn. The Manage SharePint Permissin Level interface displays any permissin levels that yu have previusly created. In this interface, yu can change the number f SharePint Permissin Levels displayed per page and the rder in which they are displayed. T change the number f SharePint Permissin Levels displayed per page, select the desired number frm the Shw rws drp-dwn list in the lwer right-hand crner. T srt the SharePint Permissin Levels, click n a clumn heading such as Name and Descriptin. Yu can custmize hw these SharePint Permissin Levels are displayed in a number f different ways: Search Search allws yu t filter the SharePint Permissin Level displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the SharePint Permissin Level yu wish displayed. Yu can select fr search t Search all pages r Search current page. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, then check the checkbx next t the clumn name t have that clumn shwn in the list. 87

88 This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Perfrm the fllwing actins in the Manage SharePint Permissin Level page. Create Click Create n the ribbn t create a new SharePint Permissin Level, fr details n creating a new SharePint Permissin Level, seecreating SharePint Permissin Levels. View Details Click View Details n the ribbn and yu will see the previusly-cnfigured settings f a custmized permissin level r the default setting f a default SharePint Permissin Level. Edit Click Edit n the ribbn t change the cnfiguratins fr this SharePint Permissin Level. Fr details n editing cnfiguratins fr a SharePint Permissin Level, refer t Creating SharePint Permissin Levels. *Nte: Default SharePint Permissin Levels are displayed as default, including Cntribute, Design, Full Cntrl, Read, and View Only. They are nt editable. Delete Click Delete n the ribbn. A cnfirmatin windw will pp up and ask whether yu are sure that yu want t prceed with the deletin. Click OK t delete the selected SharePint Permissin Levels, r click Cancel t return t the Manage SharePint Permissin Level interface withut deleting the selected SharePint permissin levels. Creating SharePint Permissin Levels T create a new SharePint Permissin Level, click Create n the ribbn. T mdify a previuslycnfigured custmized SharePint Permissin Level, select the SharePint Permissin Level, and then click Edit n the ribbn. In the Create SharePint Permissin Level r Edit SharePint Permissin Level interface, cnfigure the fllwing settings: Name and Descriptin Enter a Name fr this permissin level that yu are abut t create r edit. Then enter an ptinal Descriptin fr future references. Permissins Chse which permissins t include in this permissin level. Yu can select specified permissins f List Permissins, Site Permissins, and Persnal Permissins by checking the checkbx befre a specified permissin. Check the Select All checkbx t select r clear all permissins. Click OK t save the cnfiguratin and return t the Manage SharePint Permissin Level interface, r click Cancel t return t the Manage SharePint Permissin Level interface withut saving any change. Setting Up Ltus Ntes Online Migratin Prfiles The Online Migratin Prfile allws yu t specify and define numerus settings fr the migratin jbs including Migratin Optins, Filter Optins, Mapping Optins, and Advanced Optins. Fllw the instructins belw t create an Online Migratin Prfile Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile tab appears.

89 On the Create Prfile tab, in the Plan Mde grup, ensure Online Mde is highlighted. Frm the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. Enter a prfile name in the pp-up windw and click OK. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins Sub-Prfile frm the drp-dwn list. Fr details abut this sectin, refer t Migratin Optins. Select the Filter Optins frm the left-hand pane and select a previusly-cnfigured Filter Plicy frm the drp-dwn list. Or click New Filter Plicy frm the drp-dwn list t create a new filter plicy. Fr details n creating a filter plicy, refer t Creating Filter Plicies. Select the Mapping Optins frm the left-hand pane. Select a previusly-cnfigured Mapping Optins Sub-Prfile frm the drp-dwn list. Fr details abut this sectin, refer t Mapping Optins. Select the Advanced Optins frm the left-hand pane and cnfigure the Character Length Settings and the Illegal Character Replacement Settings. Fr details abut this sectin, refer t Advanced Optins. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace existing prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Migratin Optins Migratin ptins allw yu t cnfigure which cntent settings and security settings can be migrated. Set up a Migratin Optins Sub-Prfile by the fllwing steps Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile tab appears. Frm the Create Prfile tab, in the Plan Mde grup, ensure Online Mde is highlighted. Click Migratin Optins n the left-hand pane, and frm the Create Prfile tab, under the Subprfile Management grup, click Edit Sub-prfile t make the Migratin Optins field active. Frm the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. Enter a sub-prfile name in the pp-up windw and click OK. Click the Cntent tab t cnfigure cmmn settings fr this Migratin Optins. Yu can cnfigure the fllwing settings: Dcument Frmat Optin This is used t specify the dcument type that the Ntes dcument will be cnverted t after the migratin. Check the Cnvert Ntes Dcuments t checkbx and select ne kind f dcument frmat frm the drp-dwn list. There are six types which yu can chse t cnvert the Ntes dcument t: dcx, dc, InfPath, pdf, aspx, and html. If yu chse a library as the destinatin nde, the cnverted dcument will be generated in the library as a file. If yu chse a list as the destinatin nde, the cnverted dcument will be added as an attachment f the item which is generated frm the Ntes dcument. 89

90 If d nt select the Cnvert Ntes Dcuments t checkbx, the Ntes dcument will generate an item nly after the migratin. *Nte: DcAve supprts cnverting Ltus Ntes dcuments t Micrsft Office InfPath. Yu need cnfigure Ntes-InfPath Template and Mapping Generatin by Migratr Tl. If yu select InfPath, make sure that yu have generated the InfPath mapping by Migratr Tl. Categry Optin This is used t classify the items generated frm Ntes dcuments in a list by putting these items int flders named by specified fields. Check the Migrate dcuments int flders created frm categry field(s) checkbx. Yu can chse Specify all categry field(s) t migrate dcuments int flders which are named by categry fields f dcuments in Ltus Ntes, r chse Specify categry field(s) myself and enter the categry fields t migrate dcuments int flders which are named by categry fields custmized by yurself. Nte that yu can enter multiple categry fields separated with ;. Item Number Limitatin Allws yu t limit the number f items in a list r library in SharePint by checking the Create multiple lists/libraries during migratin when the number f list/library items exceeds checkbx. The default number is Yu can change the number t decide hw many items a list r library can cntain by entering a number by yurself. If yu specify a limit, additinal lists r libraries are created when the number f items in a list r library exceeds yur specified number. 1, 2, 3 will be added as a suffix f additinal lists r libraries name. Image Optin Nrmally if yu select a list as the destinatin, embedded images in Ltus Ntes dcuments are added as attachments f items which are generated frm Ntes dcuments. If yu select a dcument library as the destinatin, embedded images in Ltus Ntes dcuments are migrated t the dcument library, alng with the items which are generated frm Ntes dcuments. T extract the embedded images frm the list r dcument library and cllect them in a picture library in SharePint, check the Extract embedded images int Picture Library checkbx. Ltus Ntes Picture Library is prvided as the default name f the picture library where yu wish the embedded images t be migrated. Yu can als custmize the name by entering a picture library name in the text bx. Attachment Migratin Optin Allws yu t cllect the attachments which are nrmally migrated as attachments f the items generated frm Ltus Ntes dcuments t a separated dcument library in SharePint. Check the Migrate attachment t a separated Dcument Library checkbx. Ltus Ntes Attachment Library is prvided as the default name f the dcument library where yu wish the attachments t be migrated. Yu can als custmize the name by entering a dcument library name in the text bx. Flder Creatin Optin (Only fr migrating t dcument library) This is used t classify the items generated frm Ntes dcuments in a dcument library by putting these items int flders generated by DcAve. Flders are named by the subject. Check the Create flder fr the migrated dcuments in destinatin checkbx and the dcument, respnse, and respnse t respnse with the same subject will be migrated int the flder. With this ptin checked, yu can further check Migrate reply 90

91 dcuments int sub-flder f main tpic checkbx t migrate respnse and respnse t respnse f Ntes dcuments int the sub-flder f the flder named by the subject. Dcument Set Optin (Only fr migrating t dcument library) This ptin allws yu t migrate Ltus Ntes dcuments t SharePint dcument sets. Select the Migrate Ltus Ntes dcuments t SharePint Dcument Set checkbx and the prperty and security f the surce data are kept during the migratin. The attachments within the Ltus Ntes dcuments are migrated t the dcument set within the dcument library and yu can manage the prperty and security in destinatin. Default List Template This is used t specify a default list template which will be used as the destinatin list template when yu chse a site cllectin r a site as the destinatin nde. Select a list template frm the Default list template drp-dwn list. Custm List, Dcument Library, Discussin Bard, Cntacts, Calendar and Wiki Page Library are prvided Click the Security tab t cnfigure list permissin inheritance and item permissin inheritance. List Permissin Inheritance Allws yu t chse whether a list which is migrated frm Ltus Ntes database will inherit its parent site permissin in the destinatin. Chse D nt inherit parent site permissin fr a list t nt inherit permissins f its parent site r chse Inherit parent site permissin fr a list t inherit permissins f its parent site. Item Permissin Inheritance Allws yu t chse whether an item which is migrated frm Ltus Ntes dcument will inherit its parent list permissin in the destinatin. Chse Inherit parent list permissin fr an item t inherit permissins f its parent list r chse Keep surce inheritance relatinship fr an item t keep the permissin inheritance relatinship in Ltus Ntes. Click Save t save the sub-prfile. Alternatively, click Save as and enter a sub-prfile name t save it as anther prfile. Select Save and replace existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Mapping Optins Mapping ptins allw yu t cnfigure list mapping, cntent type mapping, and security mapping. Set up a Mapping Optins Sub-Prfile by the fllwing steps Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile interface appears. Frm the Create Prfile tab, in the Plan Mde grup, ensure Online Mde is highlighted. Click Mapping Optins n the left-hand panel, and frm the Create Prfile tab, under the Subprfile Management grup, click Edit Sub-prfile t make the Mapping Optins field active. Frm the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. Enter a sub-prfile name in the pp-up windw and click OK. 91

92 6. 7. Click the List Mapping tab and cnfigure the fllwing settings t map the Ltus Ntes database t the specified list. a. Click Add a List Mapping and then a mapping entry appears fr yu t cnfigure relevant rules. b. Duble-click the text bx under the Ltus Ntes Database Name clumn and enter the name f the Ltus Ntes database that yu wish t map in the text bx. c. Duble-click the text bx under the SharePint List Name clumn and enter the name f the SharePint list which yu wish the Ltus Ntes database t be mapped t in the text bx. If the specified list des nt exist in the destinatin, a new list with the specified name will be created autmatically during the migratin. If yu enter an existing list, make sure the list template yu select in step d is the same as that f the existing ne; therwise the migratin jb will fail. d. Select a template fr yur specified SharePint list frm the SharePint List Template drp-dwn list. Custm List, Dcument Library, Discussin Bard, Cntacts, Calendar, and Wiki Page Library are prvided. e. Repeat the steps abve t add mre mappings. f. T delete ne r mre previusly-cnfigured list mappings, select them and then click t remve a previusly- Delete the Selected List Mapping(s). Yu can als click cnfigured list mapping. Cnfigure the Cntent Type Mapping. Yu can chse t cnfigure cntent type mapping, specify an item title, and cnfigure clumn mapping. Click Cntent Type Mapping n the tab t use the cntent type mapping that is created by the Migratr Tl r t cnfigure the cntent type mapping manually. Chse Use the cntent type mapping generated by the Migratr Tl t autmatically apply the cntent type mapping that yu previusly-created with the Migratr Tl during the migratin. *Nte: If yu chse t use the cntent type mapping generated by the Migratr Tl but have never cnfigured the mapping using the tl, the default cntent type mapping will be autmatically generated fr use during the migratin. T cnfigure the cntent type mapping in this page by yurself, check the Manually cnfigure the cntent type mapping ptin and the Rule appears. Cnfigure the fllwing settings t set up a rule: Cntent Type Mapping This is used t map the Ltus Ntes frm t the specified SharePint cntent type. Enter the name f a Ltus Ntes frm in the clumn f Ltus Ntes Frm and the name f a specified SharePint cntent type n the clumn f SharePint Cntent Type. If the SharePint cntent type des nt exist in the destinatin, a new cntent type with the specified name will be created autmatically during the migratin. If yu enter an existing cntent type in SharePint, yu need t enable Update Cntent Type in cnfiguratin file. On the destinatin DcAve Agent server, navigate t \AvePint\DcAve6\Agent\data\Migratr t pen 92

93 SP2010.LtusNtesMigratin.Wrker.xml with Ntepad and change the value f <CntentTypeCnfig UpdateCntetnType= False > t True. Specified Title Chse t specify a field name f a Ltus Ntes dcument as the title f an item in SharePint by checking the Please specify a title checkbx and enter the value in the text bx. Clumn Mapping Allws yu t specify the SharePint clumn name and SharePint clumn type fr the mapped Ltus Ntes field. Click Add a Clumn Mapping t create a clumn mapping. Enter the name f a Ltus Ntes field in the clumn f Ltus Ntes Field Name and the name f a specified SharePint clumn name in the clumn f SharePint Clumn Name. Then select a SharePint clumn type fr this clumn frm the SharePint Clumn Type drp-dwn list. Repeat the steps by clicking Add a clumn mapping t add mre clumn mappings. T delete ne r mre previusly-cnfigured clumn mappings, select the mappings and then click Delete the Selected Clumn Mapping(s). Yu can als click t remve a previusly-cnfigured clumn mapping. *Nte: If yu select Managed Metadata, it requires yu t specify the term set path, and chse whether t allw multiple values in this clumn. Fr example, in the Term Set Path text bx, System is the grup name; ; is the separatr; Keywrds stands fr the term set. Check the Allw multiple values checkbx t define multiple values fr the clumn. Yu can custmize which separatr will be used t separate multiple values in the text bx. ; is prvided as default. Click beside the Rule 1 tab t add mre rules. 8. Cnfigure the Security Mapping. Click Security Mapping n the tab t chse user mapping, grup mapping, permissin mapping, and cnfigure AD grup mapping. User Mapping Select a previusly-cnfigured user mapping frm the drp-dwn list r click New User Mapping in the drp-dwn list t create a new ne. Fr details n creating a user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Grup Mapping Select a previusly-cnfigured grup mapping frm the drp-dwn list r click New Grup Mapping in the drp-dwn list t map a surce grup t a SharePint grup. Fr details n creating a grup mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. AD Grup Mapping Allws yu t map the Ltus Ntes grup t a specified AD grup which exists in the dmain f the SharePint envirnment. Click Add an AD Grup Mapping, then enter the name f the Ltus Ntes grup in the clumn f Ltus Ntes Grup Name and the name f the AD grup in the clumn f AD Grup Name. Repeat the steps by clicking AD Grup Mapping t add mre AD Grup Mappings. T delete a ne r mre previusly-cnfigured AD grup mappings, select the mappings and then click Delete the Selected AD Grup Mapping. Yu can als click t remve a previusly-cnfigured AD grup mapping. 93

94 Permissin Mapping Select a previusly-cnfigured permissin mapping frm the drp-dwn list r click New Permissin Mapping t create a new ne. Fr details n creating a permissin mapping, refer t Permissin Mapping. Nte that if yu d nt cnfigure r select any permissin mapping, the default permissin mapping will be applied during the migratin. 9. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Advanced Optins Advanced ptins allw yu t cnfigure character length settings and illegal character replacement settings. Set up Advanced Optins by the fllwing steps Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile interface appears. Frm the Create Prfile tab, in the Plan Mde grup, ensure Online Mde is highlighted. Click Advanced Optins n the left-hand pane, and then the Advanced Optins page appears. Yu can cnfigure the fllwing settings: Character Length Settings This is used t set character length limitatins fr flder name, file name, and SharePint URL. Maximum Length f the flder name The default value is 60 and yu can define the value frm 1 t 128. If the flder name exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a flder migrated frm a database is named abcdef in the surce and the value that yu set here is 5. The flder will be named abcde after the migratin. Maximum Length f the file name The default value is 80 and yu can define the value frm 1 t 128. If the file name, including the file extensin, exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a file is named abcdef.txt in the surce and the value that yu set here is 5. The file will be named a.txt after the migratin. Maxim Length f the SharePint URL The default value is 255 and yu can define the value frm 1 t 260. The length f the SharePint URL is calculated frm the first character f the managed path, that is /. When the flder r file s URL exceeds the limitatin, the migratin results are as fllws: If the flder URL exceeds the limitatin, the flder and its cntent will be migrated t its previus level flder till the flder URL des nt exceed the limitatin. If there is a file whse URL exceeds the limitatin within a flder, it will be migrated t its previus level flder till the file URL des nt exceed the limitatin. If the file URL exceeds the limitatin, the file will be migrated t its previus level flder till the file URL d nt exceeds the limitatin. 94

95 Illegal Character Replacement Settings This is used t replace illegal SharePint characters with valid characters. Yu can mdify and add the illegal character mappings fr grup level, flder level, and file level t the specified characters in SharePint. By default, all illegal characters are replaced with an underline (_).Click Grup Level, Flder Level, r File Level n the tab t enter int each page. T mdify an illegal character mapping, duble-click _ in the clumn f Replace with behind an illegal character and change _ with yur specified character. T add an illegal character mapping, click Add an Illegal Character and then enter yur specified illegal character in the clumn f Illegal character in SharePint and the crrespnding valid character in the clumn f Replace with. Click Add an Illegal Character again and anther illegal character mapping can be created. T delete ne r mre previusly-cnfigured illegal character mappings, select the mappings and click Delete the Selected Illegal Character(s). Yu can als remve a previusly-cnfigured illegal character mapping by clicking. Perfrming a Ltus Ntes Online Migratin An nline Ltus Ntes Migratin migrates cntents, securities, and cnfiguratins frm Ltus Ntes t the SharePint envirnment. T start a Ltus Ntes nline migratin jb, click Online Migratin n the ribbn. T perfrm a Ltus Ntes nline migratin jb, fllw the instructins belw: 1. Click Select Surce in the Surce pane r in the Actins grup n the ribbn t select the surce. The Select Surce interface appears. Cnfigure the fllwing settings. a. Agent Select yur desired DcAve Agent installed in Ltus Ntes envirnment frm the drp-dwn list. b. Cnnectin Select the Ltus Ntes cnnectin that is previusly cnfigured. c. Dmin Server Select the Dmin server f Ltus Ntes. If yu select Lcal, Lcal Cnfiguratin sectin appears. d. Lcal Cnfiguratin Enter the server name and address bk name f the Dmin Server t get user infrmatin. e. System Database Check the Shw system database checkbx t make all databases displayed in the surce tree, including the system database. f. Filter Optin Chse what yu want t display in the surce tree. By default, Database r view is selected and databases r views f a database in Ltus Ntes will be available fr selectin in the surce tree. If yu want t filter a dcument, respnse r respnse t respnse as the surce nde, select Dcument by Ntes Frmula and enter a frmula in the text bx belw Define a frmula t filter the dcuments. Make 95

96 sure that the frmula yu enter is in the frmat, fr example, Categries=, readers= Frm= & Categries=! Frm=., &, and! are supprted in the criteria rule. stands fr r. & stands fr and.! stands fr nt. g. Click OK t cmplete cnfiguratin f selecting surce. T change the surce, click Change Surce in the surce pane r in the Actins grup n the ribbn. Then repeat the steps described abve. h. Select the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name f the nde (fr example, database, view and item) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. i. Select the surce nde by checking the crrespnding checkbx. *Nte: Fr detailed infrmatin abut what kinds f surce cntents are supprted and unsupprted in the migratin, refer t Supprted and Unsupprted Elements in Ltus Ntes Migratr and Supprted and Unsupprted Ltus Ntes Dcument Elements. 2. In the Destinatin pane, click the farm name t expand the data tree. *Nte: Make sure that yu have cnfigured the migratin database; therwise the destinatin farm is unavailable. Fr details n cnfiguring a migratin database, refer t Cnfiguring Migratin Databases. a. Find the nde which yu wish t migrate the surce data t. If wrking with a large envirnment, enter the keywrd f the nde (fr example, site URL, site title, r site/list/item name) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. b. Select the destinatin nde by clicking crrespnding radi buttn. Yu can als create a new site cllectin, site, list r flder by entering the specified name and click Create Cntainer. Fr details n creating cntainers, refer t Creating Cntainers. 3. Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw interface appears. Cnfigure the fllwing settings. a. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in the Ltus Ntes cnflicts with an existing item in the SharePint. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge required yu t check the lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f the cntent level cnflict reslutin ptinal. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. b. Prfile Selectin Allws yu t cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list. Ltus Ntes Migratin prvides yu a default main prfile named Default Prfile. 96

97 c. Migratin Database Allws yu t check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Ensure that the database is available; therwise the migratin jb will fail. d. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Click OK t run the jb immediately r click Cancel t return t the Hme page f Online Migratin. 4. Click Save As New Plan, and then the Save As New Plan tab appears. Cnfigure the fllwing settings t build up a migratin plan. Plan Name Enter a name fr the plan that yu are abut t create. Then enter an ptinal Descriptin fr future references. Prfile Selectin Allws yu t cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list t apply the migratin settings t the migratin jb. Ltus Ntes Migratin prvides yu a default main prfile named Default Prfile. Schedule Selectin Select ne type f schedule t run the plan. N schedule Select this ptin t run the plan manually. Cnfigure the schedule myself Select this ptin and the Schedule Settings sectin appears under Schedule Selectin. *Nte: If any f the Dmin Admin, Ltus Ntes, Dmin Designer, and AvePint Migratr Tl is being used while the jb is running, the jb may fail. Make sure nne f them is being used while the jb is running. Click Add Schedule and the Add Schedule interface pps up. Cnfigure the fllwing settings. Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t migrate all cntents frm the surce nde t the destinatin nde accrding t the prfile. Chse Incremental migratin t nly migrate the mdified cntent (Add and Mdify) f the surce nde since the last migratin jb. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure cntent level cnflict reslutin. Skip prvides the cnfiguratin f the Cntent Level reslutin ptinal. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. 97

98 Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. Click OK t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. Click Calendar View t preview the previusly cnfigured schedule in a calendar. Yu can delete a previusly-cnfigured schedule by clicking behind a crrespnding schedule. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide when a certain triggering event ccurs. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Allws yu t check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Ensure that the database is available; therwise the migratin jb will fail. Click Save t select Save t save the plan. T save the plan and execute it right away, click Save t select Save and Run Nw. Then the Run Nw interface pps up t allw yu t cnfigure the fllwing settings. Optins Select a type f migratin fr this migratin jb. Full migratin Chse this ptin t migrate all cntents frm the surce nde t the destinatin nde accrding t the prfile. Incremental migratin Chse this ptin t nly migrate the mdified cntent (Add and Mdify) f the surce nde since the last migratin jb. 98

99 Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. 5. Click OK t run the nline migratin jb. 99

100 Ltus Ntes Offline Migratins Refer t the sectins belw t use Ltus Ntes Migratr. Cnfiguring a Ltus Ntes Offline Migratin Setting Up an Exprt Prfile Create an Exprt Prfile t cnfigure Ltus Ntes Migratr filter ptins and mapping ptins Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile tab appears. In Plan Mde grup, click Exprt Mde. In the Prfile/Sub-prfile Management grup, click New. Enter a prfile name in the pp-up windw and click OK. Click Filter Optins n the left-hand pane. Select a previusly-cnfigured filter plicy frm the drp-dwn list r click New Filter Plicy t create a filter plicy. Fr details n creating a filter plicy, refer t the DcAve 6 Cntrl Panel Reference Guide. Select the Mapping Optins. Fr details abut this sectin, refer t Mapping Optins. It may differ in the type f mappings. Click Save beside Main Prfile name t save the cnfiguratin f the main prfile, r click Cancel t g back t the default Create Prfile page withut saving any change. Setting Up an Imprt Prfile Create an Imprt Prfile t cnfigure Ltus Ntes Migratr migratin ptins, mapping ptins, and ther custmized settings Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile tab appears. In Plan Mde grup, click Exprt Mde. In the Prfile/Sub-prfile Management grup, click New. Enter a prfile name in the pp-up windw and click OK. Click Migratin Optins n the left-hand pane. Fr details n cnfiguring a sub-prfile f Migratin Optins, refer t Migratin Optins. Select Mapping Optins. Fr details abut this sectin, refer t Mapping Optins. Click Advanced Optins n the left-hand pane, and then the Advanced Optins page appears. Fr details n cnfiguring Advanced Optins, refer t Advanced Optins. 100

101 8. Click Save beside Main Prfile name t save the cnfiguratin f the main prfile, r click Cancel t g back t the default Create Prfile page withut saving any change. Perfrming a Ltus Ntes Offline Migratin An ffline Ltus Ntes Migratin migrate cntent frm an ffline surce t an ffline destinatin. The prcess includes setting up an exprt lcatin fr exprt mde, exprting the data t the exprt lcatin, setting up an exprt lcatin fr imprt mde, and then imprting the data t the destinatin lcatin. Exprt The fllwing instructins describe hw t exprt data t the exprt lcatin in rder t perfrm an ffline migratin jb Frm the Hme tab, in the Plan Management grup, click Exprt. Click Select Surce in the Surce pane r in the Actins grup n the ribbn t select the surce data. The Select Surce interface pps up. Cnfigure the fllwing settings. a. Agent Select yur desired DcAve Agent installed in Ltus Ntes envirnment frm the drp-dwn list. b. Cnnectin Select the Ltus Ntes cnnectin that is previusly cnfigured. c. Dmin Server Select the Dmin server f Ltus Ntes. If yu select Lcal, Lcal Cnfiguratin sectin appears. d. Lcal Cnfiguratin Enter the server name and address bk name f the Dmin server t get user infrmatin. e. System Database Check the Shw system database checkbx t make all database displayed in the surce tree, including the system database. f. Filter Optin Chse what yu want t display in the surce tree. By default, Database r view is selected and databases r views f a database in Ltus Ntes will be available fr selectin in the surce tree. If yu want t filter a dcument as the surce nde, select Dcument by Ntes Frmula and enter a frmula in the text bx belw Define a frmula t filter the dcuments. Make sure that the frmula yu enter is in the frmat, fr example, Categries=, readers= Frm= & Categries=! Frm=., &, and! are supprted in the criteria rule. stands fr r. & stands fr and.! stands fr nt. g. Click OK t cmplete cnfiguratin f selecting surce. T change the surce, click Change Surce in the surce pane r in the Actins grup n the ribbn. Then repeat the steps described abve. h. Select the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name f the nde (fr example, database, view r item) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt 101

102 displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. i. Select the surce nde by checking the crrespnding checkbx. *Nte: Fr detailed infrmatin abut what kinds f surce cntents are supprted and unsupprted in the migratin, refer t Supprted and Unsupprted Elements in Ltus Ntes Migratr and Supprted and Unsupprted Ltus Ntes Dcument Elements In the Destinatin pane, select a previusly-cnfigured exprt lcatin frm the drp-dwn list r click New Exprt Lcatin t create a new ne. Fr details n creating an exprt lcatin fr exprt mde, refer t Abut Exprt Lcatins (Offline Jbs Only). Click Save As New Plan, and then the Save As New Plan tab appears. Cnfigure the fllwing settings t build up a migratin plan. Plan Name Enter a name fr the plan that yu are abut t create. Then enter an ptinal Descriptin fr future references. Prfile Selectin Allws yu t cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list t apply the migratin settings t the migratin jb. Ltus Ntes Migratin prvides yu a default main prfile named Default Prfile. Schedule Selectin Select ne type f schedule t run the plan. N schedule Select this ptin t run the plan manually. Cnfigure the schedule myself Select this ptin and the Schedule Settings sectin appears under Schedule Selectin. *Nte: If any f the Dmin Admin, Ltus Ntes, Dmin Designer, and AvePint Migratr Tl is being used while the jb is running, the jb may fail. Make sure nne f them is being used while the jb is running. Click Add Schedule and the Add Schedule interface pps up. Cnfigure the fllwing settings. Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t migrate all cntents frm the surce nde t the exprt lcatin accrding t the prfile. Chse Incremental migratin t nly exprt the mdified cntent (Add and Mdify) f the surce nde since the last migratin jb. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. 102

103 Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. Click OK t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. Click Calendar View t preview the previusly-cnfigured schedule in a calendar. Yu can delete a previusly-cnfigured schedule by clicking behind a crrespnding schedule. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide Click Save t select Save t save the plan. T save the plan and execute it right away, click Save t select Save and Run Nw. Then the Run Nw interface pps up t allw yu t chse Optins. Full migratin Chse this ptin t exprt all cntents frm the surce nde t the exprt lcatin accrding t the prfile. Incremental migratin Chse this ptin t nly exprt the mdified cntent (Add and Mdify) f the surce nde since the last migratin jb. Click OK t run the exprt jb. 103

104 Imprt The fllwing instructins describe hw t imprt data frm the exprt lcatin t SharePint in rder t perfrm an ffline migratin jb Frm the Hme tab, in the Plan Management grup, click Imprt. In the Surce pane, n the Brwse tab, click the farm that yu have cnfigured in Exprt Lcatin fr Imprt Mde and the Imprt Mde Exprt Lcatin is laded. Click the exprt lcatin t lad the Ltus Ntes Exprted Data flder in the UNC path. Then select the exprted data which is named by the plan name. T see details f the exprted data in the surce tree, click the Details tab. *Nte: If yu cannt find the data yu wish t imprt in the surce, click Exprt Lcatin t specify the lcatin where yu have stred the data. In the Destinatin pane, click the farm name t expand the data tree. a. Find the nde which yu wish t imprt the exprted data t. If wrking with a large envirnment, enter the keywrd f the nde int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. b. Select the destinatin nde by clicking the crrespnding radi buttn. Yu can als create a new site cllectin, site, list r flder by entering the specified name and click Create Cntainer. Fr details n creating cntainers, refer t Creating Cntainers. Click Save As New Plan, and then the Save As New Plan tab appears. Cnfigure the fllwing settings. Plan Name Enter a name fr the plan that yu are abut t create. Then enter an ptinal Descriptin fr future references. Prfile Selectin Allws yu t cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list t apply the migratin settings t the migratin jb. Ltus Ntes Migratin prvides yu a default main prfile named Default Prfile. Schedule Selectin Select ne type f schedule t run the plan. N schedule Select this ptin t run the plan manually. Cnfigure the schedule myself Select this ptin t cnfigure the schedule. The Schedule Settings sectin appears under Schedule Selectin. *Nte: If any f the Dmin Admin, Ltus Ntes, Dmin Designer, and AvePint Migratr Tl is being used while the jb is running, the jb may fail. Make sure nne f them is being used while the jb is running. Click Add Schedule and the Add Schedule interface pps up. Cnfigure the fllwing settings. 104

105 Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t imprt all cntents frm the exprt lcatin t the destinatin nde accrding t the prfile. Chse Incremental migratin t nly imprt the mdified cntent (Add and Mdify) frm the exprt lcatin since the last migratin jb. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check Check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. Click OK t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. Click Calendar View t preview the previusly-cnfigured schedule in a calendar. Yu can delete a previusly-cnfigured schedule by clicking behind a crrespnding schedule. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grup(s) r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Allws yu t check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click 105

106 Details. The Agent Name and Status are displayed. Ensure that the database is available; therwise the migratin jb will fail Click Save t select Save t save the plan. T save the plan and execute it right away, click Save t select Save and Run Nw. Then the Run Nw interface pps up t allw yu t cnfigure the fllwing settings. Optins Select a type f migratin fr the imprt jb. Full migratin Chse this ptin t imprt all cntents frm the exprt lcatin t the destinatin nde accrding t the prfile. Incremental migratin Chse this ptin t nly imprt the mdified cntent (Add and Mdify) frm the exprt lcatin since the last migratin jb. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. Click OK t run the imprt jb. 106

107 Supprted and Unsupprted Elements in Ltus Ntes Migratr The fllwing table lists the current supprted and unsupprted elements fr Ltus Ntes Migratr. Database in Ltus Ntes Frm in Ltus Ntes Supprted Site Template in SharePint Supprted List in SharePint Database Library Database Unsupprted Unsupprted Librarian Design Synpsis Synpsis Unsupprted Unsupprted Discussin-Ntes&Web Main Tpic Team Site Custm List Respnse Respnse t Respnse Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Dc Library-Ntes&Web Dcument Team Site Custm List Respnse Dcument Library Respnse t Respnse Discussin Bard Cntacts Calendar Wiki Page Library DOLS Restre Template DOLS Resurce Unsupprted Unsupprted Database Dmin Web Access Redirect Server Unsupprted Unsupprted UI Applicatin Dmin Web Access Mem Team Site Custm List Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Extended Mail Mem Team Site Custm List Junk mail Rules Statinery Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library intes Web Access Mem Team Site Custm List Rules Dcument Library Statinery Discussin Bard Cntacts Calendar Wiki Page Library 107

108 Database in Ltus Ntes Frm in Ltus Ntes Supprted Site Template in SharePint Ltus SmartSuite Library Dcument Team Site Custm List Ltus SmartSuite Dcument Supprted List in SharePint Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Mail Mem Team Site Custm List Junk mail Dcument Library Rules Discussin Bard Statinery Cntacts Calendar Wiki Page Library Micrsft Office Library Dcument Team Site Custm List MS Office Dcument Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Persnal Address Bk Cntacts Team Site Cntacts Cntacts by Categry Unsupprted Unsupprted Grups Birthday & Anniversaries Accunt Certificates Cnnectins Internatinal MIME Lcatins Persnal Jurnal Jurnal Entry Team Site Custm List Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library TeamRm Team member Unsupprted Unsupprted Subteam Event Newsletter prfile Dcument Team Site Custm List Respnse Dcument Library Respnse t Respnse Discussin Bard Individual status Cntacts reprt Annuncement Calendar 108

109 Database in Ltus Ntes Frm in Ltus Ntes Supprted Site Template in SharePint Team status Supprted List in SharePint Wiki Page Library 109

110 Supprted and Unsupprted Ltus Ntes Dcument Elements The fllwing table lists the current supprted and unsupprted Ltus Ntes Dcument elements. Ntes Dcument Elements Supprt Status Limitatin Page Break Supprted Hrizntal Rule Supprted Sectin Supprted Table Supprted Picture Supprted Attachment Supprted Link Htspt Supprted Text Pp-up Supprted Script element and cde event are unsupprted. Buttn Unsupprted Actin Htspt Unsupprted OLE Object/Active X Supprted Supprt Micrsft Office Wrd/Excel/PwerPint Object Unsupprted Frmula Pp-up Unsupprted Java Script/Visual Basic Script Unsupprted Ntes Script Unsupprted Java Applet Unsupprted Bkmark Unsupprted Embedded View/Embedded Unsupprted Outline/Embedded DatePicker HTML Cntrl Check Bx Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. HTML Cntrl Text Bx Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. HTML Cntrl Radi Bx Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. HTML Cntrl Cmb Bx Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. 110

111 Ntes Dcument Elements Supprt Status Limitatin HTML Cntrl List Bx Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. Dcument Link/View Supprted Link/Database Link Anchr Link Unsupprted Cmputed Text Supprted Tabbed Table Supprted List Supprted 111

112 erm Online Migratins erm Migratr allws yu t easily autmate the prcess f cnslidating multiple erm cntent surces nt SharePint and maintain cnsistent service levels befre and after migratin. Using erm Online Migratin can migrate the cntent frm the surce t the destinatin directly within ne jb. Fllw the steps belw t use erm Online Migratin. Cnfiguring erm Online Migratin Filter Plicies Filter plicy allws yu t set up filter rules s that yu can cntrl which files in the erm will be migrated. By setting up and saving filter plicies, yu can apply the same filter plicy t different erm migratin plans withut having t recreate them each time. Managing Filter Plicies In the Filter Plicy interface, all the previusly-created filter plicies are displayed. In this interface, yu can change the number f filter plicies displayed per page and the rder in which they are displayed. T change the number f filter plicies displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the filter plicies, click n a clumn heading such as Filter Plicy Name, and Descriptin. Yu can search the desired filter plicy and define which filter plicy infrmatin is displayed in the Filter Plicy interface in the fllwing way: 112 Search Allws yu t filter the previusly-created filter plicies displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the filter plicies viewing pane, enter the keywrd fr the filter plicies yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the Filter Plicies in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the filter plicies in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click f the clumn yu want t hide, the clumn is hidden. Perfrm the fllwing actins in the Filter Plicy interface: Create Click Create in the Manage grup t create a new filter plicy. Fr detailed n creating a new filter plicy, see Creating Filter Plicies.

113 Edit Click Edit in the Manage grup t change the cnfiguratins fr the selected filter plicy. Fr details n editing cnfiguratins fr filter plicies, see Creating Filter Plicies. Delete Click Delete in the Manage grup. A cnfirmatin windw will pp up and ask whether yu are sure that yu want t prceed with the deletin. Click OK t delete the selected filter plicies, r click Cancel t return t the Filter Plicy interface withut deleting the selected filter plicies. Creating Filter Plicies T create a new filter plicy, click Create n the ribbn. T mdify a previusly-cnfigured filter plicy, select the filter plicy, and then click Edit n the ribbn. In the Create Filter Plicy r Edit Filter Plicy interface, cnfigure the fllwing settings: Name Enter the name fr the filter plicy that yu are creating, r rename the selected filter plicy that yu are editing. Descriptin (ptinal) Enter a descriptin fr this filter plicy. Filter Rule A filter rule allws yu t filter the files that yu want t migrate by setting up a set f filter criteria. Fllw the steps belw t set up yur wn filter rules: a. Click Add a Filter Level Grup t add a filter rule. The File filter rule cnfiguratin field appears. b. Click Add a Criterin t add a filter criterin. The default filter rule is Name and default filter cnditin is Cntains. Click Name and Cntains respectively t change a filter rule and a filter cnditin frm the crrespnding drp-dwn list. c. Enter a value in in the Value clumn accrding t the specified filter rule and filter cnditin. d. Repeat the steps abve t add mre filter rules. There are tw lgic settings: And and Or. By default, the lgic is set t And. It can be changed t Or by clicking And. And The cntent which meets all the criteria will be filtered t be included. Or The cntent which meets any ne f the criteria will be filtered t be included. Click OK t save the cnfiguratins and return t the Filter Plicy interface, r click Cancel t return t the Filter Plicy interface withut saving any changes. Examples f erm Migratr Filter Plicies The table belw lists the examples f erm filter rules that are used t filter the desired cntent t migrate. *Nte: If yu select Equals fr Cnditin, it des nt supprt case sensitive. 113

114 Filter Level Rule Cnditins Value Result File Name Cntains test The file whse name cntains test will be searched ut. Fr example, training test will be searched. Des Nt Cntain Versin Only latest [] versin(s) test The item whse name des nt cntain test will be searched. Fr example, training test will be searched. Equals test The file whse name is test will be searched. Des Nt Equal test The file whse name is nt test will be searched. 2 The file s last 3 versins will be searched. Fr example, a dcument has the fllwing versins: 1, 2, 3, and then versin 1 and 2 will be searched. *Nte: After migratin, the versin is bigger than the riginal ne, which is 1, 2 and 3. Size >= 1MB The file whse size is nt smaller than 1MB will be searched. Fr example, a 2MB file will be searched. <= 1MB The file whse size is nt bigger than 1MB will be searched. Fr example, a 500KB file will be searched. Mdified Time Created Time Befre :15:50 After :15:50 The file which is mdified befre 12:15:50 08/06/2012 will be searched. The file which is mdified after 12:15:50 08/06/2012 will be searched. Within 5 Days The file which is mdified in last 5 days will be searched ut. Older Than 5 Days The file which is mdified 5 days ag will be searched ut. Befre :15:50 The file which is created befre 12:15:50 08/06/2012 will be searched ut. 114

115 Filter Level Rule Cnditins Value Result After :15:50 The file which is created after 12:15:50 08/06/2012 will be searched. Within 5 Days The file which is created in last 5 days will be searched. Older Than 5 Days The file which is created 5 days ag will be searched. Type Cntains dc The file whse extensin name cntains the dc is searched. Fr example: abc.dc, r abcd.dcx Des Nt Cntain dcx The file whse extensin name des nt cntain the dc is searched. Fr example: abc.gif, r abcd.dc Equals dcx The file whse extensin name is dcx is searched. Fr example: abc.dcx Des Nt Equal dcx The file whse extensin name is nt dcx is searched. Fr example: abc.dc Mapping Settings Befre perfrming a migratin jb, yu may want t define ptinal Dmain Mapping, User Mapping and Grup Mapping. Refer t the fllwing sectins t decide whether t cnfigure the mapping settings, and learn hw t cnfigure the mapping settings. Dmain Mapping If there are users with the same name but with different dmains respectively in the surce and destinatin, yu can map a surce dmain name t a SharePint dmain name in the destinatin by using dmain mapping. During migratin, Migratr will change the surce dmain name t yur specified dmain name in the destinatin nde. Therefre, the surce user summer\user1 can be mapped t SharePint dmain user may\user1 thrugh dmain mapping. T access Dmain Mapping, click Create Prfile n the ribbn f Hme tab, and then Create Prfile tab appears. Click Mappings n the ribbn, and then select Dmain Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new Dmain Mapping rule. Fr specific instructins n setting up dmain mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. 115

116 User Mapping Use User Mapping if yu wish t map an existing surce nde username t an existing SharePint user name in the destinatin. During migratin, Migratr will replace the surce username with yur specified username in the destinatin nde. T access User Mapping, click Create Prfile n the ribbn f Hme tab, and then Create Prfile tab appears. Click Mappings n the ribbn, and then select User Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new User Mapping rule. Fr specific instructins n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Grup Mapping Use Grup Mapping if yu wish t map an existing surce grup name a SharePint grup. During the migratin, Migratr will replace the surce grup name with yur specified grup name in the destinatin nde. T access Grup Mapping, click Create Prfile n the ribbn f Hme tab, and then Create Prfile tab appears. Click Mappings n the ribbn, and then select Grup Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new Grup Mapping rule. Fr specific instructins n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Setting Up erm Online Migratin Prfiles The Online erm Migratr Prfile allws yu t define numerus settings including Migratin Optins, Filter Optins, Mapping Optins and Advanced Optins. Fllw the instructins belw t create an erm Online Migratin Prfile On the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile page appears where yu can cnfigure the prfile settings. On the Create Prfile tab, in the Plan Mde grup, ensure Online Mde is highlighted. On the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. Enter a prfile name in the pp-up windw and click OK. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins Sub-Prfile frm the drp-dwn menu. Fr details abut this sectin, refer t Migratin Optins. Select the Filter Optins frm the left-hand pane and select a previusly-cnfigured filter plicy frm the drp-dwn menu. Or click New Filter Plicy frm the drp-dwn menu t create a new filter plicy. Fr details n creating a filter plicy, refer t Creating Filter Plicies. 116

117 After cnfiguring the filter ptins, select Mapping Optins frm the left-hand pane. Select a previusly-cnfigured Mapping Optins Sub-Prfile frm the drp-dwn menu. Fr mre details abut this sectin, refer t Mapping Optins. Select the Advanced Optins frm the left-hand pane and cnfigure the Character Length Settings and the Illegal Character Replacement Settings. Fr details abut this sectin, refer t Advanced Optins. Click Save next t Main Prfile textbx t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace existing prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Migratin Optins Migratin ptins allw yu t define hw the erm cntent and security are migrated t SharePint. Fllw the steps belw t set up a sub-prfile fr erm migratin ptins On the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile page appears where yu can cnfigure the prfile settings. On the Create Prfile tab, in the Plan Mde grup, ensure Online Mde is highlighted. Click Migratin Optins n the left-hand panel, and frm the Create Prfile tab, under the Subprfile Management grup, click Edit Sub-prfile t make the Migratin Optins field active. Frm the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. Enter a prfile name in the pp-up windw and click OK. Click the Cntent tab. Cnfigure the fllwing settings: Owner Clumn Check the Migrate wner clumn checkbx t chse hw the erm wner clumn is migrated. Migrate the erm wner clumn either t the SharePint persn/grup clumn r the single line f text clumn by clicking the crrespnding radi buttn. As persn r grup clumn A persn r grup clumn will be created at the destinatin fr migrating the erm wner clumn. The user r the grup under the surce erm wner clumn will be migrated t the crrespnding user r grup under the persn r grup clumn. As single line f text clumn A single line f text clumn will be created at the destinatin fr migrating the erm wner clumn. The user r the grup under the surce erm wner clumn will be migrated t the crrespnding character string indicating the user r grup under the single line f text clumn. Cmment Check the Migrate cmment checkbx t chse hw the erm cmment is migrated. Migrate the erm cmment either t the SharePint discussin tpic r the enhanced rich text. If yu select As discussin tpic, a list f the Discussin Bard type will be autmatically created at the destinatin fr migrating the cmments. The cmment will be migrated t the subject f the Discussin Bard list and the crrespnding reply f the erm cmment is als migrated t the 117

118 crrespnding reply f the subject. The newly created Discussin Bard list will be named as list/flder/item name: Discussin. *Nte: If the list has cmments in it and the items under this list als have cmments in them, the items cmments will be migrated alng with the list. All f the items cmments will be migrated t the subjects in the newly created Discussin Bard list whse name is Listname: Discussin. Suppse that yu chse t restre a list named Training wh has cmments in it, with this ptin selected, after migratin, a Discussin Bard list named Training: Discussin is created and the cmment will be the subject f this Discussin Bard list. If yu select As enhanced rich text, a clumn f the enhanced rich text type will be created and the cmments will be migrated t the values f the created clumns. *Nte: The list s cmment is nt supprted t migrate as enhanced rich text, refer t ermmigratincnfiguratin.xml t migrate the list s cmment when As enhanced rich text is selected. Vte Check the Migrate vte as survey checkbx t migrate the erm vte. A Survey list will be autmatically created at the destinatin and the questins are als migrated t the SharePint survey. If nt checked, the added erm vtes will nt be migrated. Flder Settings Check the Create cntent type fr the flders t migrate flder s descriptins t cnfigure the settings fr migrating erm flder s descriptins. Enter the Cntent Type name and the Clumn name in the crrespnding textbx. The crrespnding cntent type will be created fr migrating the erm flders and the descriptin f the flder will be migrated as values f the created clumn. *Nte: When the descriptin f Event is migrated t SharePint, the text frmat f the descriptin may be different, and the pictures cntained in the descriptin are nt supprted t be migrated. Managed Path If the destinatin nde is a Web applicatin, the crrespnding site cllectins will be created under this Web applicatin fr migrating the surce rms. Cnfigure the fllwing settings: Custmize path Enter the managed path yu want t use fr the site cllectin. Site template Select a site template fr the site cllectin frm the drp-dwn list. Yu are als allwed t enter a template name in the textbx. Custmized site templates are supprted. *Nte: If the template yu entered cannt be fund while migrating, by default the Team Site template will be used. Site language Select the language frm the drp-dwn list that yu want the site cllectin t use. Ensure that the selected language pack is installed in SharePint. 118

119 *Nte: By default, a tp link bar and quick launch fr the migrated site will be autmatically added t its crrespnding parent site after migratin. Link Settings Link Settings allw yu t define hw the erm links are migrated. The migratin jb can nly migrate the link under the Rm. That is, nly when the selected surce nde is Rm, the links under the Rm can be migrated. Fr each link, if DcAve discvers that nly ne f the tw linked bjects is cntained in the current migratin scpe, the migratin jb will nt migrate this link. Link Type Settings Chse hw the erm link types are migrated by clicking the crrespnding radi buttn. Cntent Type(Link t dcument) migrates the erm links t the destinatin as the crrespnding items and the cntent type f these items are Link t dcument. Clumn migrates the erm links t the destinatin as the crrespnding clumns; a clumn name must be defined in the Back Link Settings field if yu select this ptin. *Nte: The link type settings wrk nly when the surce nde where the links lcate can be migrated t library in the destinatin. Back Link Settings By default, if yu select t migrate erm links t clumns, Links will be the clumn name. Enter a clumn name in the textbx if yu want t change the default clumn name. Advanced Settings Click Advanced t cnfigure the advanced settings fr migrating erm cntent accrding t the infrmatin belw: Inbx Mail Page Allws t migrate erm Inbx Mail Page t SharePint dcument library by checking the Cvert inbx int dcument library checkbx. Yu can als select the Migrate mail page attachment as.eml attachment checkbx, and then the files in the surce erm Inbx Mail Page will be migrated t the destinatin as the attachments in the frmat f.eml. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. *Nte: The erm sub-flder r the attachment s ntificatins will be migrated t the crrespnding URLs instead f SharePint alerts. Gruping View Chse whether t migrate the surce database s gruping view. If selected, a gruping view f the surce database will als be migrated t the destinatin. That is t say a gruping view will be created fr the destinatin s database. If d nt select this ptin, the gruping view f the database will nt be migrated. Flder Structure Management Chse a methd t handle the flder structure while migrating erm flders t SharePint. If yu chse t cllapse all the flder structure, after migratin, all levels f the flder structure f the surce cntent will be cllapsed. All files within the flders will be migrated t the library. N sub-flder exists in the destinatin. If yu want t track the riginal flder 119

120 structure, yu can check the Add a clumn t keep the surce path ptin t add a clumn fr the migrated items. The value f the clumn will be the surce path f the crrespnding item. *Nte: If the selected surce nde will be migrated t a site in the destinatin, the tp level flder in the surce will be migrated t a list in the destinatin that is autmatically created with the same name f the tp-level flder and all the items in the sub flders will be migrated t this list. If yu chse t create tp level flder n destinatin, a tp level flder will be generated at the destinatin, and the surce flder including all f the sub flders under it alng with the flder structure will be migrated as a whle t this tp-level flder. Thus the flder structure will be kept after migratin. 7. Click the Security tab, cnfigure the fllwing settings: User Chse whether t migrate erm users. If selected, all f the active Rm users will be migrated t the destinatin site. The user will be added t the crrespnding migrated SharePint grup depending n surce grup that the user belngs t. If the surce user des nt belng t any grup, after migratin, the user will be added t ne f the built-in grup accrding t the base rle grup mapping cnfigured in the Mapping Optins. By default the deactivated erm users will nt be migrated unless yu select the Migrate deactivated user. After migratin, the deactivated users will be migrated t the SharePint site withut any permissin. *Nte: If an erm user is deleted, but the user still has sme permissin fr an erm list, this kind f user will als be migrated t the destinatin. Security Chse whether t migrate the user s security. If selected, the security will be migrated accrding t mappings cnfigured in the Mapping Optins. erm Rle Chse whether t migrate the erm rles t the SharePint grups. If selected, the crrespnding SharePint grup will be created with the same name f erm rle at the destinatin after migratin. The permissin that the migrated grups will have is based n the cnfigured erm rle permissin mapping in the Mapping Optins. 8. Click Save in the Prfile/Sub-prfile grup t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace existing main prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Mapping Optins Mapping ptins allw yu t cnfigure the list mapping and the security mapping t migrate erm lists and securities. Fllw the steps belw t set up a sub-prfile fr erm mapping ptins On the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile page appears where yu can cnfigure the prfile settings.

121 On the Create Prfile tab, in the Plan Mde grup, ensure Online Mde is highlighted. Click Migratin Optins n the left-hand panel, and frm the Create Prfile tab, under the Subprfile Management grup, click Edit Sub-prfile t make the Migratin Optins field active. Frm the Create Prfile tab, under the Prfile/Sub-prfile grup, click New. Enter a prfile name in the pp-up windw and click OK. Click the List Mapping tab. Cnfigure the fllwing settings: a. List Mapping Cnfigure the list mapping settings when yu want t change the erm list name after migratin. Click Add a List Mapping, enter the surce erm list name in the erm List Name text bx, and then enter a new destinatin SharePint list name (which will be created autmatically in the destinatin) in the SharePint List Name text bx. T add mre list mappings, click Add a List Mapping again. T delete the list mappings, check the checkbxes and then click Delete the Selected List Mapping(s). b. List Template Mapping Cnfigure a list template mapping rule fr the erm migratin. By default, the surce erm list using different list templates will be mapped t the destinatin SharePint list using the crrespnding matched list template. View the table f the matched list templates belw, fr example, if the surce list is using the Database list template in erm, then, after migratin, the migrated list will use the Custm List template in SharePint. erm List Template Database Dcument Link Nte Calendar Discussin Prject Plan SharePint List Template Custm List Dcument Library Links Annuncements Calendar Discussin Bard Prject Tasks When yu want t change the default settings, select an erm template frm the erm Template drp-dwn list, and the crrespnding matched SharePint list template is autmatically selected and displayed in the SharePint list template drpdwn list. Yu are als allwed t enter a list template ID/name in the SharePint List Template text bx t specify the list template that the crrespnding erm list will be mapped t. *Nte: The erm Discussin list is nt supprted fr list template mapping. c. List Clumn Mapping Fr the list template mapping in the current rule, click Add a Clumn Mapping t add a custmized clumn mapping. Click the erm Clumn Name text bx t enter an erm clumn name that yu want t map, and then click the crrespnding SharePint Clumn Name textbx t enter a SharePint clumn name and select a SharePint clumn template frm the SharePint Clumn Type drp-dwn 121

122 list that the specified erm clumn will be mapped t. Refer t erm Migratin Clumn Type Mapping Table fr mre infrmatin. *Nte: If yu select t migrate an erm clumn t a Managed Metadata type clumn. The Managed Metadata windw appears. Enter the term stre path in the prvided text bx t specify an existing term stre. By default Allw multiple values is checked t separate character string int different clumns. If yu d nt check the Migrate string separated with ; int clumns checkbx t enter a character in the ; textbx t separate the character string, ; will be used t separate the character string by default. Yu can manage the created list mapping rules in the fllwing ways: Click t add anther list mapping after cmplete cnfiguring the current mapping. Click and all the created list mapping rules are displayed in the drp-dwn menu. Click n the rule name t view the settings f the selected list mapping rule. Click next t rule name t delete the crrespnding list mapping rule. 7. Click the Security Mapping tab, cnfigure the fllwing settings: User Mapping Select a previusly-created user mapping frm the drp-dwn list, r select New User Mapping t create a new ne. Fr mre infrmatin abut creating a user mapping, refer t DcAve 6 Cntrl Panel Reference Guide. Dmain Mapping Select a previusly-created dmain mapping frm the drp-dwn list, r select New Dmain Mapping t create a new ne. Fr mre infrmatin abut creating a dmain mapping, refer t DcAve 6 Cntrl Panel Reference Guide. Grup Mapping Select a previusly-created grup mapping frm the drp-dwn list, r select New Grup Mapping t create a new ne. Fr mre infrmatin abut creating a grup mapping, refer t DcAve 6 Cntrl Panel Reference Guide. Built-in Grup Name Mapping By default, the built-in erm grups will be migrated t the crrespnding SharePint built-in grups shwn as the table belw. erm Rle Crdinatrs Participants Observers SharePint Grup Owners Members Visitrs Duble-click the SharePint grup name t enter a grup name that the crrespnding erm grup will be mapped t. If the entered grup des nt exist at the destinatin, a new grup with the specified name will be created fr mapping the crrespnding erm built-in grup t. erm Rle Mapping By default, the erm base rles will be migrated t the crrespnding SharePint permissin levels shwn as the table belw. 122

123 erm Rle Crdinatr Participant Observer SharePint Permissin Level Full Cntrl Cntribute Read Yu can change erm rle mapping by duble-clicking the SharePint permissin level yu want t change and select the permissin level frm the drp-dwn list that the crrespnding erm rle will be migrated t, r click New SharePint Permissin Level t create a new permissin level. Fr mre details abut creating a new SharePint permissin level, refer t Creating a SharePint Permissin Level. Click Add an erm Rle t add mre erm rle mappings, r click Delete the Selected Rle Mapping t delete the selected rle mapping. *Nte: The default rle mappings cannt be deleted. If the Migrate erm rles as SharePint grup checkbx is selected in the Migratin Optins sub-prfile yu select. The erm built-in grup will be migrated t the crrespnding SharePint grups accrding t the built-in grup mapping and the permissin will be migrated accrding t the cnfigured rle mapping. As the tw tables displayed abve, after migratin, the erm built-in grup Crdinatrs will be migrated t SharePint grup Owners with the full cntrl permissin. If the Migrate erm rles as SharePint grup checkbx is nt selected in the Migratin Optins sub-prfile yu select. The erm rles will be migrated t the crrespnding SharePint Permissin Levels accrding t the erm rle mapping and the grups in the crrespnding erm rle will have the mapped permissin after migratin. In the situatin that yu d nt add an erm rle mapping fr the custmized erm rle, the custmized erm rle will be migrated accrding t its base rle s permissin mapping. Take the fllwing erm rle mapping table as example. erm Rle Crdinatr Participant Observer Test 1 SharePint Permissin Level Full Cntrl Cntribute Read Design After migratin, the erm rle Crdinatr will be migrated t the Full Cntrl permissin, Participant will be migrated t the Cntribute permissin, the Observer will be migrated t the Read permissin, the custmized rle Test 1 whse base rle is Crdinatr will be migrated t the Design and Full Cntrl permissins. 123

124 Advanced Optins Advanced ptins allw yu t cnfigure character length settings and illegal character replacement settings. Set up Advanced Optins by the fllwing steps Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile interface appears. Frm the Create Prfile tab, in the Plan Mde grup, ensure Online Mde is highlighted. Click Advanced Optins n the left-hand pane, and then the Advanced Optins page appears. Yu can cnfigure the fllwing settings: Character Length Settings This is used t set character length limitatins fr flder name, file name, and SharePint URL. Maximum length f the flder name The default value is 60 and yu can define the value frm 1 t 128. If the flder name exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a flder migrated frm a database is named abcdef in the surce and the value that yu set here is 5. The flder will be named abcde after the migratin. Maximum length f the file name The default value is 80 and yu can define the value frm 1 t 128. If the file name, including the file extensin, exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a file is named abcdef.txt in the surce and the value that yu set here is 5. The file will be named a.txt after the migratin. Maxim length f the SharePint URL The default value is 255 and yu can define the value frm 1 t 260. The length f the SharePint URL is calculated frm the first character f the managed path, that is /. When the flder r file s URL exceeds the limitatin, the migratin results are as fllws: If the flder URL exceeds the limitatin, the flder and its cntent will be migrated t its previus level flder till the flder URL des nt exceed the limitatin. If there is a file whse URL exceeds the limitatin within a flder, it will be migrated t its previus level flder till the file URL des nt exceed the limitatin. Illegal Character Replacement Settings This is used t replace illegal SharePint characters with valid characters. Yu can mdify and add illegal character mapping fr Grup/Rle Level, Flder level, and File level t the specified characters in SharePint. By default, all illegal characters are replaced with an underline (_).Click Grup/Rle Level, Flder Level, r File Level n the tab t enter int each page. T mdify an illegal character mapping, duble-click_ in the clumn f Replace with behind an illegal character and change _ with yur specified character. T add an illegal character mapping, click Add an Illegal Character and then enter yur specified illegal character in the clumn f Illegal character in SharePint and the crrespnding valid character in the clumn f Replace 124

125 with. Click Add an Illegal Character again and anther illegal character mapping can be created. T delete ne r mre previusly-cnfigured illegal character mappings, select the mappings and click Delete the Selected Illegal Character(s). Yu can als remve a previusly-cnfigured illegal character mapping by clicking. *Nte: The default illegal character mappings cannt be deleted. Managing SharePint Permissin Levels Yu are allwed t add any desired SharePint Permissin Level fr migrating the crrespnding erm rle in the Manage SharePint Permissin Level interface. All f the previusly-created permissin levels are displayed here including the default permissin levels: Full Cntrl, Read, View Only, Cntribute and Design, which cannt be edited r deleted. In this interface, yu can change the number f SharePint Permissin Levels displayed per page and the rder in which they are displayed. T change the number f SharePint Permissin Levels displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt SharePint Permissin Levels, click n a clumn heading such as Name, and Descriptin. Yu can search the desired permissin level and define which SharePint Permissin Levels infrmatin is displayed in the Manage SharePint Permissin Level interface in the fllwing way: Search Allws yu t filter the previusly-created SharePint Permissin Levels displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the SharePint Permissin Levels viewing pane, enter the keywrd fr the SharePint Permissin Level yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the permissin levels in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the SharePint Permissin Levels in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click f the clumn yu want t hide, the clumn is hidden. Perfrm the fllwing actins in the Manage SharePint Permissin Level interface: Create Yu can create a new permissin level by clicking Create in the Manage grup. Fr mre details abut creating a SharePint Permissin Level, refer t Creating a SharePint Permissin Level. View Details Select ne existing permissin level that yu want t view detailed infrmatin f and then click View Details in the Manage grup. The detailed infrmatin abut the 125

126 selected permissin level is displayed in the pp-up windw. Yu are als allwed t edit this permissin level by clicking Edit in the Manage grup under the View Details tab. Edit Select ne existing permissin level that yu want t edit and then click Edit in the Manage grup. The Edit Permissin Level interface appears. Fr mre infrmatin abut editing permissin level, refer t Creating a SharePint Permissin Level. *Nte: The default SharePint permissin levels cannt be edited. Delete Select ne r mre existing permissin levels that yu want t delete and then click Delete in the Manage grup. *Nte: The default SharePint Permissin Levels cannt be deleted. Creating a SharePint Permissin Level After clicking Create in the Manage grup, the Create SharePint Permissin Level interface appears. Refer t the steps belw t create a permissin level: Name and Descriptin Enter a name and an ptinal descriptin fr the SharePint Permissin Level yu are abut t create, which is used t lcate the permissin level while cnfiguring the erm rle mapping. *Nte: If the permissin level yu are abut t create already exists in SharePint, the newly created permissin level will nt replace the existing ne. Permissins Select the permissins yu want t add t this permissin level by clicking the crrespnding checkbxes in this field. Check the Select All checkbx t add all f the permissins int this permissin level. Click OK in the Cmmit grup t save yur changes r click Cancel t return t the Manage SharePint Permissin Level page withut saving any cnfiguratins. 126

127 Perfrming an erm Online Migratin An nline erm Migratr jb migrates the selected erm cntent t SharePint keeping the surce erm intact by cnfiguring varius migratin settings. Fllw the steps blw t run an nline erm migratin jb: On the Hme tab, ensure the erm Migratin is selected in the Mdule grup. Click Online Migratin in the Plan Management grup. In the Surce pane, click the agent name t expand the erm data tree frm the cmmunity level dwn t the item level. a. Find the erm data that yu want t migrate. Enter the name f cmmunity, facility, erm, flder r the item int the Input Keywrd text bx t search the desired cntent as the surce. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. b. Select the surce nde by checking the crrespnding checkbx. With each flder level, there is a nde named Items t display hw many bjects (including the files and items) are cntained in the Items nde. Yu can click the Items nde and the Item Brwser interface appears. Select the files/items that yu wish t migrate by checking crrespnding checkbxes and click OK. *Nte: Fr surce cntents that are supprted and unsupprted in the migratin, refer t Supprted and Unsupprted Elements fr erm Migratr. In the Destinatin pane, click the farm name t expand the SharePint data tree. a. Find the destinatin lcatin where the selected surce data will be migrated. If wrking with a large envirnment, enter the site cllectin URL int the Input Keywrd textbx t search fr the desired site cllectin. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. b. Select the destinatin nde by clicking the crrespnding radi buttn. Yu can als create a new site cllectin, site, list r flder by entering the specified name and click Create Cntainer. Fr details n creating cntainers, refer t Creating Cntainers. *Nte: The erm migratin des nt integrate with DcAve Strage Optimizatin. Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw interface appears. Cnfigure the fllwing settings. Cnflict Reslutin Allws yu t specify a cnflict reslutin t handle the cnflicts ccurred when migrating erm cntent t the destinatin. Fr mre infrmatin abut cnflict reslutin, refer t Cnflict Reslutin. 127

128 Prfile Selectin Allws yu t cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list. erm migratin prvides yu a default main prfile named Default Prfile (default). Migratin Database Allws yu t check whether the migratin database that yu previusly-cnfigured is available by clicking Test. After the testing is cmpleted, click Details agent name and Status are displayed. Ntificatin Allws yu t designate DcAve users t receive ntificatin cntaining reprts when a certain triggering event ccurs. Select a previuslycnfigured ntificatin prfile frm the drp-dwn list, r click New Ntificatin Prfile in the drp-dwn list t create a new ne. Fr details n creating a ntificatin prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. Click OK t run the jb immediately r click Cancel t return t the Hme page f Online Migratin. 6. Click Save As New Plan in the Cmmit grup. The Save As New Plan interface appears. Plan Name Enter a name fr the plan and add an ptinal descriptin fr the plan. Prfile Selectin Allws yu t cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list r click New Prfile t cnfigure a new ne. Fr mre details abut creating an nline prfile, refer t Setting Up erm Online Migratin Prfiles. erm migratin prvides yu a default main prfile named Default Prfile (default). Schedule Selectin Chse whether t run the plan n schedule by clicking the crrespnding radi buttn. N Schedule The plan will nt run until yu manually start it. Cnfigure the schedule myself Cnfigure a custmized schedule, and run the plan by schedule. Schedule Settings The Schedule Settings field appears after clicking Cnfigure the schedule myself. Click Add Schedule t add a custmized schedule and cnfigure the fllwing settings in the pp-up windw: a. Optins Chse a migratin mde fr this plan. Full Migratin migrates all the specified erm cntent t SharePint while the Incremental Migratin nly migrates the updates since the last migratin. b. Cnflict Reslutin Select a cnflict reslutin fr the cntainer level and the cntent level separately t hand the cnflicts ccurred during migratin. Fr mre infrmatin abut this, refer t Cnflict Reslutin. c. Schedule Settings Specify the running frequency fr this plan by entering an integer in the textbx. 128

129 d. Range f Recurrence Specify the start time and end time fr this plan in the prvided field. e. Click OK t save the schedule. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Allws yu t check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Ensure that the database is available; therwise the migratin jb will fail. 7. Click Save t save this plan r click Save and Run Nw t run the plan immediately. Yu are allwed t manage the saved plans in Plan Manager, refer t Managing Plans fr mre infrmatin. The Run Nw windw pps up after clicking Save and Run Nw. Cnfigure the fllwing settings: Optins Chse a migratin mde fr this plan. Full migratin migrates all the specified erm cntent t SharePint while the incremental migratin nly migrates the updates since the last migratin. Cnflict Reslutin Select a cnflict reslutin fr the cntainer level and the cntent level separately t hand the cnflicts ccurred during migratin. Fr mre infrmatin abut this, refer t Cnflict Reslutin. Cnflict Reslutin Cnflicts ccur while migrating the selected erm cntent t the specified destinatin in the event that there is a same named item in the destinatin. Refer t the infrmatin belw t handle the Cntainer and Cntent levels cnflicts. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Cntainer Level A cntainer cnflict ccurs in the event that the name f the surce erm cntainer that yu want t migrate is the same as that f a destinatin cntainer. Tw cnflict reslutins are available: Merge and Skip. Merge adds the cntent in the surce cntainer t the cnflict destinatin cntainer. If yu select Merge, the cnflict reslutin fr the cntent level must be defined t handle the cntent cnflicts. Skip ignres the cnflicting cntainers and takes n actin n the surce and destinatin. If yu select Skip, the Check lwer bjects checkbx is checked by default, which means that the lwer cntainers under the specified cntainer will als be checked, if cnflicts ccur, the lwer cntainers will als be ignred during migratin. The cntent in the lwer cntainers will be migrated accrding t the cnfigured cntent cnflict reslutin. 129

130 Cntent Level A cntent level cnflict ccurs in the event that the ID f the surce erm item that yu want t migrate is the same as that f a destinatin item. Three cnflict reslutins are available: Overwrite, Skip and Append. Overwrite replaces the destinatin item by the surce same named item. Skip ignres the cnflicting items and takes n actin n them. Append adds the surce item t the destinatin with a _ and an integer added in the item name. 130

131 erm Offline Migratins erm Offline Migratin can exprt surce cntent t an strage and then imprt the exprted data frm the strage t the destinatin. Therefre, using these tw jbs migrates the surce cntent t the destinatin. Refer t the sectins belw t use erm Offline Migratin. Cnfiguring an erm Offline Migratin The crrespnding erm exprt prfile and imprt prfile must be in place prir t running an ffline erm migratin jb. The sectin belw instructs the steps t set up an exprt prfile and an imprt prfile. Setting Up an Exprt Prfile An erm exprt prfile cntains settings f Migratin Optins and Filter Optins that are used t imprt the selected erm cntent t the specified exprt lcatin. T create an erm exprt prfile, refer t the instructins belw: On the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile page appears where yu can cnfigure the prfile settings. On the Create Prfile tab, in the Plan Mde grup, ensure Exprt Mde is highlighted. On the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. Enter a prfile name in the pp-up windw and click OK. Select the Migratin Optins. Fr details abut this sectin, refer t Migratin Optins. *Nte: The Managed Path setting is nt supprted fr the exprt mde. After selecting the migratin ptins, select the Filter Optins. In the Filter Plicy field, select a previusly-created filter plicy frm the drp-dwn list. If there is n existing filter plicy, select New Filter Plicy t create a new ne. Fr detailed infrmatin abut creating a filter plicy, refer t Creating Filter Plicies. Click Save next t the Main Prfile textbx t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace existing main prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Setting Up an Imprt Prfile An erm imprt prfile cntains settings f Migratin Optins, Mapping Optins and Advanced Settings that are used t imprt the erm cntent frm an exprt lcatin int SharePint. 131

132 T create an erm imprt prfile, refer t the instructins belw: On the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile page appears where yu can cnfigure the prfile settings. On the Create Prfile tab, in the Plan Mde grup, ensure Imprt Mde is highlighted. On the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. Enter a prfile name in the pp-up windw and click OK. Select the Migratin Optins. Fr details abut this sectin, refer t Migratin Optins. Select Mapping Optins. Fr mre details abut this sectin, refer t Mapping Optins. Cnfigure the Advanced Optins. Fr mre details abut this sectin, refer t Advanced Optins. Click Save next t the Main Prfile textbx t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace existing main prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Perfrming an erm Offline Migratin erm Migratr allws yu t migrate the erm data frm an ffline surce t an ffline destinatin by exprting the erm data that yu want t migrate t an exprt lcatin, then imprt the exprted erm data t frm the exprt lcatin t the destinatin. An exprt lcatin must be cnfigured befre running an ffline erm Migratr jb. Fr mre details abut creating an exprt lcatin, refer t Abut Exprt Lcatins (Offline Jbs Only). Exprt Fllw the steps blw t exprt the erm data t an exprt lcatin in rder t perfrm the ffline erm migratin jb: On the Hme tab, ensure the erm Migratin is selected in the Mdule grup. Click Exprt in the Plan Management grup. In the Surce pane, click the agent name t expand the erm data tree. a. Find the erm data that yu want t migrate. Enter the name f cmmunity, facility, erm, flder r the item int the Input Keywrd text bx t search the desired cntent as the surce. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. b. Select the surce nde by checking the crrespnding checkbx. With each flder level, there is a nde named Items t display hw many bjects (including the files and items) are cntained in the Items nde. Yu can click the Items nde and the Item Brwser 132

133 interface appears. Select the files/items that yu wish t migrate by checking crrespnding checkbxes and click OK. *Nte: Fr what kinds f surce cntents are supprted and unsupprted in the migratin, refer t Supprted and Unsupprted Elements fr erm Migratr In the Destinatin pane, select a previusly-created exprt lcatin t stre the exprted data, r click New Exprt Lcatin t create a new ne. Fr mre details abut this, refer t Abut Exprt Lcatins (Offline Jbs Only). Click Save As New Plan in the Cmmit grup. The Save As New Plan interface appears. Plan Name Enter a name fr the pan and add an ptinal descriptin fr the plan. Prfile Selectin Allws yu t cnfigure the related migratin ptins and filter ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drpdwn list r click New Prfile t cnfigure a new ne. Fr mre details abut creating an nline prfile, refer t Setting Up an Exprt Prfile. erm migratin prvides yu a default main prfile named Default Prfile (default). Schedule Selectin Chse whether t run the plan n schedule by clicking the crrespnding radi buttn. N Schedule The plan will nt run until yu manually start it. Cnfigure the schedule myself Cnfigure a custmized schedule, and run the plan by schedule. Schedule Settings The Schedule Settings field appears after clicking Cnfigure the schedule myself. Click Add Schedule t add a custmized schedule and cnfigure the fllwing settings in the pp-up windw: a. Optins Chse a migratin mde fr this plan. Full Migratin migrates all the specified erm cntent t the specified exprt lcatin while the Incremental Migratin nly migrates the updates since the last migratin jb. b. Schedule Settings Specify the running frequency fr this plan by entering an integer in the textbx. c. Range f Recurrence Specify the start time and end time fr this plan in the prvided field. d. Click OK t save the schedule. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. 6. Click Save t save this plan r click Save and Run Nw t run the plan immediately. 133

134 7. The Run Nw windw pps up after clicking Save and Run Nw. Cnfigure the fllwing settings: Optins Chse a migratin mde fr this plan. Full migratin migrates all the specified erm cntent t the specified exprt lcatin while the Incremental migratin nly migrates the updates since the last migratin. erm Migratr cntains a Jb Mnitr buttn where users can view the status f the running jbs as well as the detailed jb infrmatin. This is useful fr mnitring jbs r trubleshting fr errrs. Refer t the DcAve 6 Jb Mnitr Reference Guide fr mre infrmatin. Imprt Fllw the steps blw t imprt the erm data t a SharePint destinatin lcatin in rder t perfrm the ffline erm migratin jb: On the Hme tab, ensure the erm Migratin is selected in the Mdule grup. Click Imprt in the Plan Management grup. In the Surce pane, click the farm name t expand the exprt lcatin. Select the backed up data yu want t imprt. Click the Details tab t view the cntent f the backup data. In the Destinatin pane, click n the farm name t expand the data tree. a. Find the destinatin lcatin where the selected backup data will be imprted. If wrking with a large envirnment, enter the site cllectin URL int the Input Keywrd textbx t search fr the desired site cllectin. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. b. Select the destinatin nde by clicking the crrespnding radi buttn. Yu can als create a new site cllectin, site, list r flder by entering the specified name and click Create Cntainer. Fr details n creating cntainers, refer t Creating Cntainers. Click Save As New Plan in the Cmmit grup. The Save As New Plan interface appears. Plan Name Enter a name fr the pan and add an ptinal descriptin fr the plan. Prfile Selectin Allws yu t cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list r click New Prfile t cnfigure a new ne. Fr mre details abut creating an nline prfile, refer t Setting Up an Imprt Prfile. erm migratin prvides yu a default main prfile named Default Prfile (default). Schedule Selectin Chse whether t run the plan n schedule by clicking the crrespnding radi buttn. N Schedule The plan will nt run until yu manually start it. Cnfigure the schedule myself Cnfigure a custmized schedule, and run the plan by schedule.

135 Schedule Settings The Schedule Settings field appears after clicking Cnfigure the schedule myself. Click Add Schedule t add a custmized schedule and cnfigure the fllwing settings in the pp-up windw: a. Optins Chse a migratin mde fr this plan. Full migratin migrates all the specified erm cntent t SharePint while the Incremental migratin nly migrates the updates since the last migratin. b. Cnflict Reslutin Select a cnflict reslutin fr the cntainer level and the cntent level separately t hand the cnflicts ccurred during migratin. Fr mre infrmatin abut this, refer t Cnflict Reslutin. c. Schedule Settings Specify the running frequency fr this plan by entering an integer in the textbx. d. Range f Recurrence Specify the start time and end time fr this plan in the prvided field. e. Click OK t save the schedule. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Allws yu t check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Ensure that the database is available; therwise the migratin jb will fail. 6. Click Save t save this plan r click Save and Run Nwt run the plan immediately. The Run Nw windw pps up after clicking Save and Run Nw. Cnfigure the fllwing settings: Optins Chse a migratin mde fr this plan. Full migratin migrates all the specified erm cntent t SharePint while the incremental migratin nly migrates the updates since the last migratin. Cnflict Reslutin Select a cnflict reslutin fr the cntainer level and the cntent level separately t hand the cnflicts ccurred during migratin. Fr mre infrmatin abut this, refer t Cnflict Reslutin. erm Migratr cntains a Jb Mnitr buttn where users can view the status f the running jbs as well as the detailed jb infrmatin. This is useful fr mnitring jbs r trubleshting fr errrs. Refer t the DcAve 6 Jb Mnitr Reference Guide fr mre infrmatin. 135

136 erm Migratin Clumn Type Mapping Table The table belw lists the supprted mappings between erm clumn types and SharePint clumn types. erm Field s Data Type Plain text Frmatted text Date Number Autnumber Yes/N Traffic light Chice list Chice list (Allw multiple chices) Member list Apprval Cmment area Attachment bx Change lg SharePint Clumn Type Single line f text Multiple lines f text Date and Time _ Date & Time Number Number Yes/N Chice Chice Chice Persn r Grup Persn r Grup Cmment area is migrated t the SharePint Discussin list. Fr the migratin f Attachment bx field in the erm Database, refer t the infrmatin belw: The cntents in the Attachment bx are migrated accrding t their cntent types. The lists in the Attachment bx are migrated as SharePint lists. The flders and files are migrated int the erm Attachment Flders, and links t the flders and files will be added in their parent list t keep track f the flders and files. Multiple lines f text *Nte: The Traffic Light field will be migrated t the Chice clumn in SharePint, but the erm Migratin des nt supprt t migrate the icns in the Traffic Light field. *Nte: erm Migratin supprts t migrate the Autnumber field type t the Number clumn, but this clumn is Read Only after migratin. 136

137 Supprted and Unsupprted Elements fr erm Migratr The table belw lists the supprted status f each erm surce element and what the crrespnding surce element can be migrated t if it is supprted. Surce Destinatin Status Hme Flder Dcument Library Supprted Security and Prperty Mapping Settings Supprted Calendar Calendar Supprted The Vte in the List Survey Supprted The Versin in the List N/A Unsupprted Attachment Manual Input Picture in List N/A Unsupprted Dashbard N/A Unsupprted The Reply in the Title Discussin Reply Only Supprted Recycle N/A Unsupprted Database Custmer List Supprted Site Template Team Site Supprted Blank Site Supprted Dcument Wrkspace Supprted Basic Meeting Wrkspace Supprted Blank Meeting Wrkspace Supprted Decisin Meeting Wrkspace Supprted Scial Meeting Wrkspace Supprted *Nte: The view f the erm database is nt supprted t migrate. The Migratin jb can migrate the cntent f Issues (apprval prcess), RFP Prcess (apprval prcess), and T&E Prcessing (apprval prcess) t SharePint but the wrkflw status cannt be kept. The Database Steps are migrated t the Chice clumn in SharePint, and the migratin jb des nt supprt t migrate attachments cntained in the Database Steps. Yu can nly change the Steps in the Chice clumn f the custm list manually. 137

138 Livelink Online Migratins Livelink migratr prtects yur investment thrugh lssless migratin f Livelink cntent and prvides yu with simplified migratin management thrugh an intuitive administratin cnsle. Using Livelink Online Migratin can migrate the cntent frm the surce t the destinatin directly within ne jb Refer t the sectins belw t use Livelink Online Migratin. Pre-migratin Cnfiguratins T use Livelink Migratr, yu must first cnfigure the Livelink cnnectin s that DcAve Agents can cnnect t the Livelink server. In the Hme tab, click Cnfigure Cnnectin n the ribbn, and then the Livelink Cnnectin interface appears. Managing Livelink Cnnectins The Livelink Cnnectin interface displays any Livelink cnnectins that yu have previusly created. In this interface, yu can change the number f Livelink cnnectins displayed per page and the rder in which they are displayed. T change the number f Livelink cnnectins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the Livelink cnnectins, click n a clumn heading such as Name, Agent and Last Mdified Time. Custmize hw these cnnectins are displayed in a number f different ways: Search Allws yu t filter Livelink cnnectins displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Livelink cnnectin viewing pane, enter the keywrd fr the Livelink cnnectins yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the cnnectins in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the cnnectins in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click f the clumn yu want t hide, the clumn is hidden. This allws yu t filter Agent. Click f the clumn f Agent, and then check the checkbx next t the Agent name t have that Agent shwn. Perfrm the fllwing actins in the Livelink Cnnectin interface: Create Click Create n the ribbn t create a new Livelink cnnectin. Fr details n creating a new Livelink cnnectin, see Cnfiguring Livelink Cnnectins. 138

139 View Details Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this Livelink cnnectin. Here yu can als click Edit n the ribbn t make changes t the Livelink cnnectin s settings. Yu will be brught t the Edit Livelink Cnnectin page where yu can change the settings f this Livelink cnnectin. Edit Click Edit n the ribbn t change the cnfiguratins fr this Livelink cnnectin. Fr details n editing cnfiguratins fr a Livelink cnnectin, see Cnfiguring Livelink Cnnectins. Delete Click Delete n the ribbn. A cnfirmatin windw will pp up and ask whether yu are sure that yu want t prceed with the deletin. Click OK t delete the selected Livelink cnnectins, r click Cancel t return t the Livelink Cnnectin interface withut deleting the selected Livelink cnnectins. Cnfiguring Livelink Cnnectins T create a new Livelink cnnectin, click Create n the ribbn. T mdify a previusly-cnfigured Livelink cnnectin, select the Livelink cnnectin, and then click Edit n the ribbn. 1. In the Livelink Cnnectin r Edit Livelink Cnnectin interface, cnfigure the fllwing settings: Livelink Cnnectin Name Enter a Name fr the Livelink cnnectin. Then enter an ptinal Descriptin fr the Livelink cnnectin fr further reference. Agent Select a Surce DcAve Agent frm the drp-dwn menu that will be used t cnnect t the Livelink server. HTTP Tunneling HTTP tunneling is a methd t cnnect t Livelink. Accrding t yur cnfiguratins f Livelink, select whether t use Http tunneling fr the cmmunicatin with Livelink. Check the Use Http tunneling checkbx t use it. Livelink Server Settings Cnfigure the fllwing settings depending n yur selectin in the HTTP Tunneling field. If the Use HTTP tunneling checkbx selected, cnfigure the fllwing settings: Prxy Optin Select t use Prxy server r Web server t access t Livelink. Web server If yu select Web Server as the Prxy Optin, then specify the hstname r IP address f the Web server. Prxy Server If yu select Prxy Server as the Prxy Optin, then specify the hstname r IP address f the Prxy Server. Prt Enter the prt number f the Livelink server t get the cnnectin with Livelink server. By default, the prt number is 80. Livelink CGI URL Enter a Livelink CGI URL which yu cnfigured in the Livelink server. Livelink username Enter a username f the Livelink user fr accessing the Livelink server. Theretically, the user s privilege is equals t r higher than Public Access enabled, it is strngly recmmended specifying a user with the System administratin rights privilege. 139

140 Livelink passwrd Enter the crrespnding passwrd f the specified Livelink user. Livelink dmain Enter the name f the Livelink dmain where the Livelink user is. If the specified Livelink user is in the Livelink system dmain, yu need t leave this ptin blank. HTTP username Enter the HTTP username t set up access t the web server. HTTP passwrd Enter the HTTP passwrd t set up access t the web server. Withut the Use Http Tunneling checkbx selected, cnfigure the fllwing settings: Livelink server Enter the hstname r IP address f the Livelink server. Prt Specify the prt. The prt is cnfigured in Livelink server, and it is used t cnnect t Livelink server. By default, the prt number is Livelink username Enter a username f the Livelink user fr accessing the Livelink server. Theretically, the user s privilege is equals t r higher than Public Access enabled, it is strngly recmmended specifying a user with the System administratin rights privilege. Livelink passwrd Enter the crrespnding passwrd f the specified Livelink user. Livelink dmain Enter the name f the Livelink dmain where the Livelink user is. If the specified Livelink user is in the Livelink system dmain, yu need t leave this ptin blank. Livelink Database Cnnectin Select whether t cnfigure the Livelink Database Cnnectin. Check the Livelink Database Cnnectin if yu want t cnfigure the cnnectin. T view the detailed Livelink database infrmatin, yu can navigate t Livelink Administratin > Database Administratin > Maintain Current Database, and then enter the apprpriate infrmatin. *Nte: Livelink stres all data in the Livelink Database, but DcAve Livelink Migratr can lad mst f the data by using the API (Applicatin Prgramming Interface). If yu d nt cnfigure the Livelink database cnnectin, the fllwing cntent cannt be migrated. Best Bets Value/ Best Bets Expiry Pll Results Click Validatin Test t verify the cnnectin and the cnfiguratins. 4. Click OK t save the cnfiguratins and return t the Livelink Cnnectin interface, r click Cancel t return t the Livelink Cnnectin interface withut saving any changes. 140

141 Cnfiguring Livelink Online Migratin Filter Plicies Filter Plicy allws yu t set up filter rules s that yu can cntrl what bjects and data in Livelink will be migrated. By setting up and saving filter plicies, yu can apply the same filter plicy t different plans withut having t recreate them each time. T access the Filter Plicy interface, click Create Prfile n the Hme tab. On the Create Prfile page, click Filter Plicy n the ribbn. Managing Filter Plicies The Filter Plicy interface displays any filter plicies that yu have previusly created. In this interface, yu can change the number f filter plicies displayed per page and the rder in which they are displayed. T change the number f filter plicies displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the filter plicies, click n a clumn heading such as Filter Plicy Name, and Descriptin. Custmize hw these filter plicies are displayed in a number f different ways: Search Allws yu t filter the previusly-created filter plicies displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the filter plicies viewing pane, enter the keywrd fr the filter plicies yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the filter plicies in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the cnnectins in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click f the clumn yu want t hide, the clumn is hidden. Perfrm the fllwing actins in the Filter Plicy interface: Create Click Create n the ribbn t create a new filter plicy. Fr detailed n creating a new filter plicy, see Creating Filter Plicies. Edit Click Edit n the ribbn t change the cnfiguratins fr the selected filter plicy. Fr details n editing cnfiguratins fr filter plicies, see Creating Filter Plicies. Delete Click Delete n the ribbn. A cnfirmatin windw will pp up and ask whether yu are sure that yu want t prceed with the deletin. Click OK t delete the selected filter plicies, r click Cancel t return t the Filter Plicy interface withut deleting the selected filter plicies. 141

142 Creating Filter Plicies T create a new filter plicy, click Create n the ribbn. T mdify a previusly-cnfigured filter plicy, select the filter plicy, and then click Edit n the ribbn. In the Create Filter Plicy r Edit Filter Plicy interface, cnfigure the fllwing settings: Name Enter the name fr the filter plicy that yu are creating, r rename the selected filter plicy that yu are editing. Descriptin (ptinal) Enter a descriptin fr this filter plicy. Filter Rule A filter rule allws yu t filter the items, lists and versins that yu want t migrate by setting up a set f filter criteria. Fllw the steps belw t set up yur wn filter rules: a. Click Add a Filter Level Grup t add a filter rule, and then the filter rule cnfiguratin field appears. Yu can chse Item, List r Versin as the bject that the rule will functin n. b. Click Add a Criterin, and then a basic criterin cnfiguratin rw appears. Fr the list and item levels, Name is the default rule, and Cntains is the default cnditin. Click Name t change the rule frm the drp-dwn menu, and then specify the crrespnding cnditin and value. Fr the versin level, Dcument Versin is the default rule, and Only Latest [] Versin(s) is the default cnditin. Click Dcument Versin t change the rule frm the drp-dwn menu, and then specify the crrespnding cnditin and value. Fr mre detailed rule settings fr each level yu can chse, see the table listed at the end f this sectin. c. Enter the Value accrding t the specific filter rule and filter cnditin. Repeat the step a, b, and c, r step b and step c t add mre filter rules. There are tw lgic settings: And and Or. By default, the lgic is set t be And. It can be changed t Or by clicking And. And The cntent which meets all the criteria will be filtered t be included. Or The cntent which meets any ne f the criteria will be filtered t be included. Click OK t save the cnfiguratins and return t the Filter Plicy interface, r click Cancel t return t the Filter Plicy interface withut saving any changes. Mapping Settings Befre perfrming a Livelink Migratin jb, yu may want t define ptinal Dmain Mapping, User Mapping, Grup Mapping, Permissin Mapping, and Dynamic Mapping settings. Refer t the fllwing sectins t decide whether t cnfigure the mapping settings, and learn hw t cnfigure the mapping settings. 142

143 Dmain Mapping If there are users with the same name but with different dmains respectively in the surce and destinatin, yu can map a surce dmain name in the destinatin by using dmain mapping. During migratin, Migratr will change the surce dmain name t yur specified dmain name in the destinatin nde. Therefre, the surce user summer\user1 can be mapped t SharePint dmain user may\user1 thrugh dmain mapping. T access Dmain Mapping, click Create Prfile n the ribbn f Hme tab, and then Create Prfile tab appears. Click Mappings n the ribbn, and then select Dmain Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new Dmain Mapping rule. Fr specific instructins n setting up dmain mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. User Mapping Use user mapping if yu wish t map an existing surce nde username t an existing SharePint user name in the destinatin. During migratin, Migratr will replace the surce username with yur specified username in the destinatin nde. T access User Mapping, click Create Prfile n the ribbn f Hme tab, and then Create Prfile tab appears. Click Mappings n the ribbn, and then select User Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new User Mapping rule. Fr specific instructins n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Grup Mapping Use grup mapping if yu wish t map an existing surce grup name t a SharePint grup. During the migratin, Migratr will replace the surce grup name with yur specified grup name in the destinatin nde. T access Grup Mapping, click Create Prfile n the ribbn f Hme tab, and then Create Prfile tab appears. Click Mappings n the ribbn, and then select Grup Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new Grup Mapping rule. Fr specific instructins n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. 143

144 Permissin Mapping Permissin mapping allws yu t map permissins in the surce t SharePint permissins. During the migratin, Migratr will replace the surce permissin name with yur specified permissin name in the destinatin nde. Livelink Migratin prvides yu a Default Permissin Mapping rule t migrate the Livelink permissins t the SharePint Permissins, which is cntained as default permissin mapping rule in the default main prfile, when running a Livelink Migratin jb. T access Permissin Mapping, click Create Prfile n the ribbn f Hme tab, and then Create Prfile tab appears. Click Mappings n the ribbn, and then select Permissin Mapping frm the drp-dwn menu. The Permissin Mapping interface appears. Managing Permissin Mappings: In the Permissin Mapping interface, yu will see a list f previusly-cnfigured permissin mappings. In this interface, yu can change the number f permissin mappings displayed per page and the rder in which they are displayed. T change the number f permissin mappings displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the permissin mappings, click n a clumn heading such as Permissin Mapping Name, and Descriptin. Custmize hw these permissin mappings are displayed in a number f different ways: 144 Search Allws yu t filter permissin mappings displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the permissin mapping viewing pane, enter the keywrd fr the permissin mappings yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the permissin mappings in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the permissin mappings in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Perfrm ne f the fllwing actins n a selected permissin mapping: Create Click Create n the ribbn t create a new permissin mapping rule. Fr detailed n creating a new permissin mapping, see Cnfiguring Permissin Mapping. View Details Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this permissin mapping. Here yu can als click Edit n the ribbn t make changes t the permissin mapping s settings. Yu will be brught t the Edit Permissin Mapping page where yu can change this permissin mapping. Edit Click Edit n the ribbn t change the cnfiguratin f this permissin mapping. Fr details n editing permissin mapping, see Cnfiguring Permissin Mapping.

145 Delete Click Delete n the ribbn. A cnfirmatin windw pps up and asks if yu are sure yu want t prceed with the deletin. Click OK t delete the selected permissin mappings, r click Cancel t return t the Permissin Mapping withut deleting the selected permissin mappings. Cnfiguring Permissin Mapping T create a new permissin mapping, click Create n the ribbn. T edit a previusly-cnfigured permissin mapping, select the permissin mapping and then click Edit n the ribbn. In the Create Permissin Mapping r Edit Permissin Mapping interface, cnfigure the fllwing settings: Name and Descriptin Enter a Permissin Mapping Name fr the permissin mapping that yu are abut t create r edit. Then enter an ptinal Descriptin fr this permissin mapping fr future reference. Permissin Mapping Set up the mapping f Livelink permissins t SharePint permissins fr different levels. The Livelink privilege will be migrated t be the crrespnding SharePint Permissin Level. Cnfigure the fllwing settings t set up mappings fr different levels. Click the Wrkspace Level tab. Cnfigure the mapping frm the Livelink user s privileges t SharePint Permissin Levels, and cnfigure t add the Livelink users wh have the same privileges t SharePint grups as well. a. Add a Wrkspace Level Mapping Click Add a Wrkspace Level Mapping. Duble-click the textbx, and then a drp-dwn menu appears. Yu can manage the value f the textbxes by selecting the crrespnding Livelink privilege/sharepint grup/sharepint Permissin Level. Click New Livelink Privilege/New SharePint Grup/New SharePint Permissin Level t create a new Livelink privilege/sharepint grup/sharepint Permissin Level, then the Manage Livelink Privilege/Manage SharePint Grup/Manage SharePint Permissin Level tab appears. Fr mre infrmatin n creating a new Livelink privilege, SharePint grup and a new SharePint Permissin Level, refer t Managing Livelink Privilege sectin, Managing SharePint Grup sectin and Managing SharePint Permissin Level belw. b. Edit a Wrkspace Level Mapping The SharePint grups and SharePint Permissin Levels in a Wrkspace level mapping are editable. Duble-click the textbx, and then a drp-dwn menu appears. Yu can change the value f the textbx by selecting the crrespnding SharePint grup/sharepint Permissin Level frm the drp-dwn menu. Click New SharePint Grup/New SharePint Permissin Level t create a new SharePint grup/sharepint Permissin Level, then the Manage SharePint Grup/Manage SharePint Permissin Level tab appears. Fr mre infrmatin n creating a new Livelink privilege, SharePint grup and a new SharePint Permissin Level, refer t Managing SharePint Grup belw. c. Delete a Wrkspace Level Mapping Click Delete the Selected Mapping(s) t delete ne r mre Wrkspace level mappings. The default mappings cannt be 145

146 deleted, but the SharePint grups and SharePint Permissin Levels in the default mappings are editable. *Nte: The Livelink user will have the mapped SharePint permissins and the SharePint grup s permissins after the migratin. Click the List Level tab and cnfigure the mapping frm the Livelink list permissins t SharePint list permissins. Yu can nly edit the list level permissin mappings. Duble-click the SharePint permissin textbx, and then a drp-dwn menu appears. Yu can select a SharePint Permissin Level frm the drp-dwn menu. Click New SharePint Grup/New SharePint Permissin Level t create a new SharePint Permissin Level, then the Manage SharePint Permissin Level tab appears. Fr mre infrmatin n creating a new SharePint Permissin Level, refer t Managing SharePint Permissin Level belw. Click the Flder Level tab and cnfigure the mapping frm the Livelink flder permissins t SharePint flder permissins. Yu can nly edit the flder level permissin mappings. Duble-click the SharePint permissin textbx, and then a drpdwn menu appears. Yu can select a SharePint Permissin Level frm the drp-dwn menu. Click New SharePint Grup/New SharePint Permissin Level t create a new SharePint Permissin Level, then the Manage SharePint Permissin Level tab appears. Fr mre infrmatin n creating a new SharePint Permissin Level, refer t Managing SharePint Permissin Level sectin belw. Click the File/Item Level tab and cnfigure the mapping frm the Livelink file/item permissins t SharePint file/item permissins. Yu can nly edit the file/item level permissin mappings. Duble-click the SharePint permissin textbx, and then a drpdwn menu appears. Yu can select a SharePint Permissin Level frm the drp-dwn menu. Click New SharePint Grup/New SharePint Permissin Level t create a new SharePint Permissin Level, then the Manage SharePint Permissin Level tab appears. Fr mre infrmatin n creating a new SharePint Permissin Level, refer t Managing SharePint Permissin Level sectin belw. Managing Livelink Privilege Yu can manage Livelink privilege by creating a new Livelink privilege, viewing details f a previuslycnfigured Livelink privilege, editing a previusly-cnfigured Livelink privilege, r deleting a previuslycnfigured Livelink privilege. T access Manage Livelink Privilege interface, click Create Prfile n the Hme tab > Mappings > Permissin Mapping > Manage Livelink Privilege. The Manage Livelink Privilege interface appears, and yu will see a list f prvided r previusly cnfigured Livelink privileges. In this interface, yu can change the number f Livelink privileges displayed per page and the rder in which they are displayed. T change the number f Livelink privileges displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the Livelink privileges, click n a clumn heading such as Name and Descriptin. 146

147 Custmize hw these Livelink privileges are displayed in a number f different ways: Search Search allws yu t filter the privileges displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the privileges yu wish displayed. Yu can select fr search t Search all pages r Search current page. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Perfrm the fllwing actins in the Manage Livelink Privilege interface. Create Click Create n the ribbn t create a new Livelink privilege. Fr detailed n creating a new Livelink privilege, see Cnfiguring Livelink Privilege. View Details Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this Livelink privilege. Here yu can als click Edit n the ribbn t make changes t the Livelink privilege s settings. Yu will be brught t the Edit Livelink Privilege page where yu can change this Livelink privilege. Edit Click Edit n the ribbn t change the cnfiguratin f this Livelink privilege. Fr details n editing Livelink privilege, see Creating Livelink Privileges. Delete Click Delete n the ribbn. A cnfirmatin windw pps up and asks if yu are sure yu want t prceed with the deletin. Click OK t delete the selected Livelink privileges, r click Cancel t return t the Livelink Privilege page withut deleting the selected Livelink privileges. Creating Livelink Privileges T create a new Livelink privilege, click Create n the ribbn. T mdify a previusly-cnfigured Livelink privilege, select the Livelink privilege, and then click Edit n the ribbn. In the Create Livelink Privilege r Edit Livelink Privilege interface, cnfigure the fllwing settings: Name and Descriptin Enter a Name fr this Livelink privilege that yu are abut t create r edit. Then enter an ptinal Descriptin fr future references. Permissins Chse which privileges t include in this Livelink privilege. Check the Select All checkbx t select r clear all privileges. Click OK t save all f the cnfiguratins and return t the Manage Livelink Privilege interface. Or click Cancel t return the Manage Livelink Privilege interface withut saving any cnfiguratins. Managing SharePint Grup Yu can manage SharePint grups by creating a new SharePint grup, viewing details f a previuslycnfigured SharePint grup, editing a previusly-cnfigured SharePint grup, r deleting a previuslycnfigured SharePint grup. 147

148 T access Manage SharePint Grup, click Hme tab > Mappings > Permissin Mapping > Manage SharePint Grup. The Manage SharePint Grup interface appears, and yu will see a list f previusly-cnfigured SharePint grups. In this interface, yu can change the number f SharePint grups displayed per page and the rder in which they are displayed. T change the number f SharePint grups displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the SharePint grups, click n a clumn heading such as Name and Descriptin. Custmize hw these SharePint grups are displayed in a number f different ways: Search Search allws yu t filter the grups displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the SharePint grup yu wish displayed. Yu can select fr search t Search all pages r Search current page. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Perfrm the fllwing actins in the Manage SharePint Grup interface. Create Click Create n the ribbn t create a new SharePint grup. Fr detailed n creating a new SharePint grup, see Creating SharePint Grups. View Details Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this SharePint grup. Here yu can als click Edit n the ribbn t make changes t the SharePint grup s settings. Yu will be brught t the Edit SharePint Grup page where yu can change this SharePint grup. Edit Click Edit n the ribbn t change the cnfiguratin f this SharePint grup. Fr details n editing SharePint grup, see Creating SharePint Grups. Delete Click Delete n the ribbn. A cnfirmatin windw pps up and asks if yu are sure yu want t prceed with the deletin. Click OK t delete the selected SharePint Grups, r click Cancel t return t the SharePint Grup page withut deleting the selected SharePint grups. Creating SharePint Grups T create a new SharePint grup, click Create n the ribbn. T mdify a previusly-cnfigured SharePint grup, select the SharePint grup, and then click Edit n the ribbn. In the Create SharePint Grup r Edit SharePint Grup interface, cnfigure the fllwing settings: Name and Descriptin Enter a Name fr this grup that yu are abut t create r edit. Then enter an ptinal Descriptin fr future references. 148

149 SharePint Grup Specify the SharePint grup wner, and chse whether t add the site title t be a part f the grup name. Fr example, if the site title is A and the grup name yu specified is B, the created SharePint Grup name is A B. Managing SharePint Permissin Level Yu can manage SharePint Permissin Levels by creating a new SharePint Permissin Level, viewing details f a previusly-cnfigured SharePint Permissin Level, editing a previusly-cnfigured SharePint Permissin Level, r deleting a previusly-cnfigured SharePint Permissin Level. T access Manage SharePint Permissin Level, click Hme tab > Mappings > Permissin Mapping > Manage SharePint Permissin Level. The Manage SharePint Permissin Level interface appears, and yu will see a list f previusly-cnfigured SharePint Permissin Level. In this interface, yu can change the number f SharePint Permissin Levels displayed per page and the rder in which they are displayed. T change the number f SharePint Permissin Levels displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the SharePint Permissin Levels, click n a clumn heading such as Name and Descriptin. Custmize hw these SharePint Permissin Levels are displayed in a number f different ways: Search Search allws yu t filter the SharePint Permissin Levels displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the SharePint Permissin Level yu wish displayed. Yu can select fr search t Search all pages r Search current page. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Perfrm the fllwing actins in the Manage SharePint Permissin Level interface. Create Click Create n the ribbn t create a new SharePint Permissin Level. Fr detailed n creating a new SharePint Permissin Level, see Creating SharePint Permissin Levels. View Details Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this SharePint Permissin Level. Here yu can als click Edit n the ribbn t make changes t the SharePint Permissin Level s settings. Yu will be brught t the Edit SharePint Permissin Level page where yu can change this SharePint Permissin Level. Edit Click Edit n the ribbn t change the cnfiguratin f this SharePint Permissin Level. Fr details n editing SharePint Permissin Level, see Creating SharePint Permissin Levels. Delete Click Delete n the ribbn. A cnfirmatin windw pps up and asks if yu are sure yu want t prceed with the deletin. Click OK t delete the selected SharePint Permissin Levels, r click Cancel t return t the SharePint Permissin Level page withut deleting the selected SharePint Permissin Levels. 149

150 Creating SharePint Permissin Levels T create a new SharePint Permissin Level, click Create n the ribbn. T mdify a previuslycnfigured custmized SharePint Permissin Level, select the SharePint Permissin Level, and then click Edit n the ribbn. In the Create SharePint Permissin Level r Edit SharePint Permissin Level interface, cnfigure the fllwing settings: Name and Descriptin Enter a Name fr this SharePint Permissin Level that yu are abut t create r edit. Then enter an ptinal Descriptin fr future references. Permissins Chse which permissins t include in this SharePint Permissin Level. Yu can select specified permissins f List Permissins, Site Permissins, and Persnal Permissins by checking the checkbx befre a specified permissin. Check the Select All checkbx t select r clear all permissins. Click OK t save the created SharePint Permissin Level, click Cancel t return t the Manage SharePint Permissin Level page. Dynamic Mapping Dynamic mapping allws yu t cnfigure yur wn mapping rules by using JavaScript, which is designed fr the creativeness f the prfessinals with expertise f JavaScript. T access Dynamic Mapping, click Create Prfile n the ribbn f Hme tab, and then Create Prfile tab appears. Click Mappings n the ribbn, and then select Dynamic Mapping frm the drp-dwn menu. The Dynamic Mapping interface appears. Managing Dynamic Mappings In the Dynamic Mapping interface, yu will see a list f previusly-cnfigured dynamic mapping rules. In this interface, yu can change the number f dynamic mappings displayed per page and the rder in which they are displayed. T change the number f dynamic mappings displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the dynamic mappings, click n a clumn heading such as Dynamic Mapping Name, and Descriptin. Custmize hw these dynamic mappings are displayed in a number f different ways: Search Allws yu t filter dynamic mappings displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Dynamic Mapping viewing pane, enter the keywrd fr the dynamic mappings yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the dynamic mappings in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the dynamic mappings in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. 150

151 Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Yu may perfrm the fllwing actins t a dynamic mapping: Create Click Create n the ribbn t create a dynamic mapping rule. Fr detailed n creating a new dynamic mapping, see Cnfiguring Dynamic Mapping. View Details Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this dynamic mapping. Here yu can als click Edit n the ribbn t make changes t the dynamic mapping s settings. Yu will be brught t the Edit dynamic mapping page where yu can change this dynamic mapping. Edit Click Edit n the ribbn t change the cnfiguratin f this dynamic mapping. Fr details n editing dynamic mapping, see Cnfiguring Dynamic Mapping. Delete Click Delete n the ribbn. A cnfirmatin windw pps up and asks if yu are sure yu want t prceed with the deletin. Click OK t delete the selected dynamic mappings, r click Cancel t return t the dynamic mapping withut deleting the selected dynamic mappings. Cnfiguring Dynamic Mapping T create a new dynamic mapping, click Create n the ribbn. T edit a previusly-cnfigured dynamic mapping, select the dynamic mapping and then click Edit n the ribbn. In the Create Dynamic Mapping r Edit Dynamic Mapping interface, cnfigure the fllwing settings: Name and Descriptin Enter a Dynamic Mapping Name fr the dynamic mapping that yu are abut t create r edit. Then enter an ptinal Descriptin fr this dynamic mapping fr future reference. Dynamic Mapping Rule Cnfigure yur wn mapping rule in the text bx by using JavaScript. Refer t the example yu are prvided in the text bx, and define yur wn dynamic mapping rules as yu wish. Click Test t check whether the specific grammar f JavaScript is crrect r nt. Click OK t save the cnfiguratin and return t the Dynamic Mapping interface. Click Cancel t return t the Dynamic Mapping interface withut saving any cnfiguratin r changes. Setting Up Livelink Online Migratin Prfiles The Online Migratin Prfile allws yu t specify and define numerus settings fr the Migratin jbs including Migratin Optins, Filter Optins, Mapping Optins, and Advanced Optins. Fllw the instructins belw t create an Online Migratin Prfile. 151

152 1. Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile tab appears. 2. On the Create Prfile tab, in the Plan Mde grup, ensure Online Mde is highlighted. 3. Click Migratin Optins n the left-hand panel, and frm the Create Prfile tab, under the Subprfile Management grup, click Edit Sub-prfile t make the Migratin Optins field active. 4. Frm the Create Prfile tab, under the Prfile/Sub-prfile grup, click New. 5. Enter a prfile name in the pp-up windw and click OK. 6. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins Sub-Prfile frm the drp-dwn menu. Fr details abut this sectin, refer t Migratin Optins. 7. Select the Filter Optins frm the left-hand pane. It allws yu t select specific bjects t be migrated frm the Livelink t SharePint. Filter Plicy The default filter plicy is set t be nne. Yu may select a previuslycreated filter plicy frm the drp-dwn menu. Or Click New Filter Plicy t create a new Filter Plicy. Fr mre detailed infrmatin abut the Filter Plicy, refer t Filter Plicies. Object Type Filter Optin Specify the Livelink bject type yu wish t be migrated t SharePint. Migrate the bject f all the types Allws yu t migrate all supprted types f Livelink bjects t SharePint. Specify the type(s) fr the bject yu wish t migrate Allws yu t migrate the specified types f Livelink bjects t SharePint. Click Add an Object Type t enter an bject type ID and then yu can select t include r exclude this bject type in a migratin jb by checking r unchecking the crrespnding checkbx. 8. Select the Mapping Optins frm the left-hand pane. Select a previusly-cnfigured Mapping Optins Sub-Prfile frm the drp-dwn menu. Fr details abut this sectin, refer t Mapping Optins. 9. Select the Advanced Optins frm the left-hand pane and cnfigure the Character Length Settings and the Illegal Character Replacement Settings. Fr details abut this sectin, refer t Advanced Optins. 10. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace existing prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Migratin Optins Migratin Optins allws yu t migrate the cntent and the security t SharePint. Set up a Migratin Optins Sub-Prfile by the fllwing steps. 1. Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile tab appears. 152

153 2. On the Create Prfile tab, in the Plan Mde grup, ensure Online Mde is highlighted. 3. Click Migratin Optins n the left-hand pane, and frm the Create Prfile tab, under the Subprfile Management grup, click Edit Sub-prfile t make the Migratin Optins field active. 4. Frm the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. 5. Enter a sub-prfile name in the pp-up windw and click OK. 6. Click the Cntent tab t cnfigure the fllwing Cntent settings. Flder Settings Select this ptin t create a cntent type fr string the migrated flder s prperties. The cntent type will be created and added t the crrespnding library in SharePint after the migratin jb, and then the migrated flder will use this cntent type. Yu can custmize the cntent type name by entering a name in the Cntent type name text bx. Livelink Flder is prvided as a default cntent type name. Rt File Optin Select this ptin t migrate the rt files that are under the wrkspace and prject t a specified SharePint dcument library. If yu select this ptin, yu can custmize the library name by entering a name in the Dcument library name text bx. Hme Dcuments is prvided as a default dcument library name. Categries Optin Select this ptin t migrate the Livelink categry infrmatin t SharePint. Migrate Categries as Cntent Type If yu select this ptin, after the migratin jb, the categry lists will be created in SharePint, and the cntent type that stres the categry infrmatin will be added in these categry lists. Meanwhile, a clumn named Categries will be created in the destinatin list r library, the categry links displayed in this clumn will designate t the categry lists, yu can directly view the categry infrmatin by clicking the categry links. Migrate Categries as Clumn If yu select this ptin, clumns will be created in the crrespnding SharePint list r library fr displaying the Livelink categry infrmatin after the migratin jb. *Nte: The Livelink list level bject cannt migrate the categry infrmatin t SharePint if yu select Migrate Categries as Clumn. Flder Structure Management Allws yu t chse whether r nt t cllapse flder structure f the migrated cntent. If yu d nt cnfigure this ptin, nly the cntent f the Livelink tp-level flder can be migrated t destinatin, the tp-level flder will nt be migrated t SharePint after the migratin jb. Cllapse flder structure Migrate all the files within the Livelink structured flders t the same lcatin by breaking the structures. Yu can chse t display the surce path f the flder r file by adding a clumn in the destinatin by checking the Add a clumn t keep the surce path checkbx; yu can custmize the clumn name, the default name is DcAve Surce Path. Create tp level flder n destinatin Allws yu t keep the entire flder structure after the migratin by checking the Create tp level flder n destinatin checkbx. 153

154 Cmpund Dcuments Optin Select this ptin t migrate the surce Livelink cmpund dcuments as SharePint dcument sets. Attribute Optin Select this ptin t migrate the Livelink additinal attribute t SharePint, clumns will be created in the crrespnding SharePint list r library fr displaying the additinal attribute infrmatin after the migratin jb. Link Optin Select this ptin t create links in the migrated flders r lists t keep cnsistent with the surce structure. Clicking the links will take yu t the crrespnding lists r libraries that stre the real Livelink cntent. Managed Path If the destinatin nde is a Web applicatin, the crrespnding site cllectins will be created under this Web applicatin fr migrating the Livelink bjects. The value entered in the Custmized path textbx and the site template selected frm the Site template drp-dwn list will be managed path and the site template fr the newly-created site cllectin. Yu are allwed t enter the site template ID in the site template textbx t specify a site template. Yu can als select a language fr this newly-created site cllectin frm the Site language drp-dwn list. Navigatin Optins Specify whether r nt t add the newly created site name t the parent tp link bar, parent quick launch, r t inherit the parent site tp link bar. By default, all the three checkbx are selected. 7. Click the Security tab t cnfigure the fllwing Security settings. Migrate User Select this ptin t migrate the Livelink users t SharePint. Security When yu chse t migrate the Livelink user, yu can further select whether t migrate the surce Livelink security t SharePint by checking the Migrate security checkbx. 8. Click Save t save the sub-prfile. Alternatively, click Save as and enter a sub-prfile name t save it as anther prfile. Select Save and replace existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Mapping Optins Mapping Optins allw yu t set up the List Mapping, the Security Mapping, and the Dynamic Mapping Rule in a centralized interface. Fllw the instructins belw t set up a Mapping Optins Sub-Prfile. 1. Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile tab appears. 2. On the Create Prfile tab, in the Plan Mde grup, ensure Online Mde is highlighted. 3. Click Mapping Optins n the left-pane, and frm the Create Prfile tab, under the Sub-prfile Management grup, click Edit Sub-prfile t make the Mapping Optins field active. 4. Frm the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. 5. Enter a sub-prfile name in the pp-up windw and click OK. 6. Click the List Mapping tab t cnfigure the list mapping frm Livelink t SharePint. Cnfigure the fllwing settings t set up a List Mapping. 154

155 List Mapping Allws yu t List Name Mapping, List Template Mapping, and List Clumn Mapping. List Name Mapping Click Add a List Name Mapping t add a list name mapping. Duble-click the Livelink Name textbx and the crrespnding SharePint List Name textbx t enter a Livelink list name and a SharePint list name separately. Click Delete the Selected List Name Mapping(s) t delete ne r mre selected mappings. If the SharePint list name des nt exist in SharePint, the list will be created in SharePint after the migratin jb. List Template Mapping Cnfigure a list template mapping rule fr the Livelink migratin. Select a Livelink Template frm the Livelink Template drp-dwn list and frm the SharePint List Template drp-dwn list, r enter a SharePint list template name r list template ID that the selected Livelink list template will be mapped t. It is recmmended t use the default template mappings because sme errrs may ccur r sme data may be lst during the migratin if yu change the default Template mappings. By default, the Livelink Template will be migrated t the crrespnding SharePint List Template shwn as the table belw. Livelink Template SharePint List Template Appearance Dcument Library Channel Annuncement Cmpund Dcument Dcument Library Discussin Discussin Bard Flder Dcument Library Task List Prject Tasks List Clumn Mapping Click Add a Clumn Mapping t add a clumn mapping fr migrating Livelink clumns. Duble-click the Livelink Clumn Name textbx and the crrespnding SharePint Clumn Name textbx t enter a Livelink clumn name and a SharePint clumn name separately, and duble-click the crrespnding SharePint Clumn Type textbx, then select a SharePint cntent type frm the drp-dwn list. Click Delete the Selected Mapping(s) t delete ne r mre selected mappings. If the SharePint clumn name des nt exist in SharePint, the clumn will be created in SharePint after the migratin jb. *Nte: If yu select t migrate a Livelink clumn t a Managed Metadata type clumn. The Managed Metadata windw appears. Enter the term stre path in the prvided text bx t specify an existing term stre. By default Allw multiple term values is checked t separate character string int different clumns. If yu d nt check the Allw multiple values separated by ; int clumns checkbx t enter a character in the ; textbx t separate the character string, ; will be used t separate the character string by default. Yu can manage the created List Template Mapping and List Clumn Mapping in the fllwing ways: 155

156 Click t add anther list mapping after cmplete cnfiguring the current mapping. Click and all the created list mapping rule are displayed in the drp-dwn menu. Click n the rule name t view the settings f the selected list mapping rule. Click next t rule name t delete the crrespnding list mapping rule. 7. Click the Security Mapping tab t cnfigure the security mapping frm the Livelink user, dmain, grup and permissins t the SharePint user, dmain, grup and permissins. Cnfigure the fllwing settings t set up a Security Mapping. User Mapping (Optinal) Allws yu t replace existing user name in Livelink with the existing r default username in SharePint metadata fields. Select a previusly-created User Mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected user mapping by clicking View. If yu want t create a new user mapping rule, click New User Mapping in the drp-dwn menu, and then yu are brught t User Mapping Create page. Fr specific instructins n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Dmain Mapping (Optinal) Allws yu t replace existing dmain name in Livelink with anther dmain name in SharePint metadata fields. Select a previusly-created Dmain Mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected dmain mapping by clicking View. If yu want t create a new dmain mapping rule, click New Dmain Mapping in the drp-dwn menu, and then yu are brught t the Dmain Mapping Create page. Fr specific instructins n setting up dmain mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Grup Mapping (Optinal) Allws yu t replace grups in Livelink t the existing grups in SharePint metadata field. Select a previusly-created Grup Mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected grup mapping by clicking View. If yu want t create a new grup mapping rule, click New Grup Mapping in the drp-dwn menu, and then yu are brught t the Grup Mapping Create page. Fr specific instructins n setting up grup mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Permissin Mapping (Required) Allws yu t map the Livelink permissins t the SharePint permissins. A default permissin mapping rule is prvided with the name f Default Permissin Mapping. Select a previusly-created Permissin Mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected permissin mapping by clicking View. If yu want t create a new permissin mapping rule, click New Permissin Mapping in the drp-dwn menu, and then yu are brught t the Permissin Mapping Create page. Fr specific instructins n setting up Permissin Mapping, refer t Cnfiguring Permissin Mapping. 8. Click the Dynamic Mapping Rule tab t cnfigure the Dynamic Mapping rule. Dynamic mapping allws yu t custmize yur wn mapping rule by using JavaScript. Select a previusly-created Dynamic Mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected dynamic mapping by clicking View. If yu want t create a new 156

157 dynamic mapping rule, click New Dynamic Mapping in the drp-dwn menu, and then yu are brught t the Dynamic Mapping Create page. Fr specific instructins n setting up Dynamic Mapping, refer t Cnfiguring Dynamic Mapping. 9. Click Save t save the sub-prfile. Alternatively, click Save as and enter a sub-prfile name t save it as anther prfile. Select Save and replace existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Advanced Optins Advanced ptins allw yu t cnfigure character length settings and illegal character replacement settings. Set up Advanced Optins by the fllwing steps Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile interface appears. Frm the Create Prfile tab, in the Plan Mde grup, ensure Online Mde is highlighted. Click Advanced Optins n the left-hand pane, and then the Advanced Optins page appears. Yu can cnfigure the fllwing settings: Character Length Settings This is used t set character length limitatins fr flder name, file name, and SharePint URL. Maximum Length f the flder name The default value is 60 and yu can define the value frm 1 t 128. If the flder name exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a flder migrated frm Livelink is named abcdef in the surce and the value that yu set here is 5. The flder will be named abcde after the migratin. Maximum Length f the file name The default value is 80 and yu can define the value frm 1 t 128. If the file name, including the file extensin, exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a file is named abcdef.txt in the surce and the value that yu set here is 5. The file will be named a.txt after the migratin. Maxim Length f the SharePint URL The default value is 255 and yu can define the value frm 1 t 260. The length f the SharePint URL is calculated frm the first character f the managed path, that is /. When the flder r file s URL exceeds the limitatin, the migratin results are as fllws: a. If the flder URL exceeds the limitatin, the flder and its cntent will be migrated t its previus level flder till the flder URL des nt exceed the limitatin. If there is a file whse URL exceeds the limitatin within a flder, it will be migrated t its previus level flder till the file URL des nt exceed the limitatin. b. If the file URL exceeds the limitatin, the file will be migrated t its previus level flder till the file URL d nt exceeds the limitatin. Illegal Character Replacement Settings This is used t replace illegal SharePint characters with valid characters. Yu can mdify and add illegal character mapping fr Grup Level, Flder level, and File level t the specified characters in SharePint. By 157

158 default, all illegal characters are replaced with an underline (_).Click Grup Level, Flder Level, r File Level n the tab t enter int each page. T mdify an illegal character mapping, duble-click_ in the clumn f Replace with behind an illegal character and change _ with yur specified character. T add an illegal character mapping, click Add an Illegal Character and then enter yur specified illegal character in the clumn f Illegal character in SharePint and the crrespnding valid character in the clumn f Replace with. Click Add an Illegal Character again and anther illegal character mapping can be created. T delete ne r mre previusly-cnfigured an illegal character mapping, select the mappings and click Delete the Selected Illegal Character(s). Yu can als remve a previusly-cnfigured illegal character mapping by clicking. Perfrming a Livelink Online Migratin An nline Livelink Migratin migrates cntents, securities, and cnfiguratin frm Livelink Server t SharePint envirnment. T start the Livelink Online Migratin, click Online Migratin n the ribbn, and then yu are brught t the Create a New Plan interface. Fllw the steps blew t perfrm an nline Livelink migratin jb: 1. In the Surce pane, click the Livelink Cnnectin name t expand the data tree. a. Find the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name if the nde (fr example, wrkspace, flder, and item) int the Input Keywrd text bx t search fr the destinatin nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. b. Select the surce nde by checking the crrespnding checkbx r radi buttn. *Nte: Fr what kinds f surce cntents are supprted and unsupprted in the migratin, refer t Supprted and Unsupprted Elements fr Livelink Migratr. 2. In the Destinatin pane, click the farm name t expand the data tree. Select the nde which yu wish t migrate the surce data t. If wrking with a large envirnment, enter the keywrd f the nde int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. 158

159 Select the destinatin nde by selecting crrespnding radi buttn. Yu can als create a new cntainer t be the destinatin nde withut leaving the current page. Fr details n creating a cntainer in SharePint, refer t Creating Cntainers. 3. Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw interface appears. Cnfigure the fllwing settings Optin Specify the type f this migratin jb t be Full migratin r Incremental migratin. Full migratin Migrate all surce data t the destinatin. Incremental migratin Cmpare cntent frm the last migratin jb and then migrates nly the data that has changed. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item names in Livelink cnflicts with an existing item in SharePint. Fr the Cntainer level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check the lwer bjects, and cnfigure the cntent level cnflict reslutin. Skip prvides the cnfiguratin f the cntent level cnflict reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin Prfile Selectin Allws yu t cnfigure the related migratin ptins and mappings fr the migratin jb. Select a previusly-created main prfile frm the drp-dwn menu. Livelink Migratin prvides yu a default main prfile named Default Prfile. Migratin Database This ptin allws yu t specify migratin database t stre detailed jb infrmatin in SQL Server fr each farm. Click Test t check whether the previusly-cnfigured migratin database is available. After the testing is cmpleted, click Details, Agent Name and Status are displayed. Fr the detailed infrmatin abut the Migratin Database, refer t Cnfiguring Migratin Databases. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Prject Migratin Selectin Allws yu t chse t migrate the Livelink prject as site r as a site cllectin t SharePint. 4. Click Save As New Plan, and then yu are brught t the Save As New Plan interface. Cnfigure the fllwing settings t build up a migratin plan. Plan Name Enter a name in the text bx fr the plan yu are abut t create. It is ptinal t enter the descriptin fr the plan. Prfile Selectin Allws yu t cnfigure the related migratin ptins and mappings fr the migratin jb. Select a previusly-created main prfile frm the drp-dwn menu. Livelink Migratin prvides yu a default main prfile named Default Prfile. Click New Prfile t create a new prfile, and then yu are brught t the Create Prfile interface. Fr the detailed instructins t cnfigure the main prfile, see Setting Up Livelink Online Migratin Prfiles. Prject Migratin Selectin Allws yu t select whether t migrate the Livelink prject as a site r as a site cllectin t SharePint. 159

160 Schedule Selectin In the schedule cnfiguratin area, chse ne f the fllwings: N Schedule Select this ptin t apply the rules f this plan, and then yu must run the jb manually. Cnfigure the schedule myself Select this t cnfigure the specific time yu want t cllect the data f this prfile. The Schedule Settings area appears when yu select this ptin. Yu can custmize the schedule with the fllwing ptins: Click Add Schedule, and then the Add Schedule interface appears. Fllw the instructins belw t cnfigure the schedule settings. Optins Select a type f migratin fr this schedule. a. Full migratin Migrate all surce data t the destinatin. b. Incremental migratin Cmpare cntent frm the last migratin jb and then migrates nly the data that has changed. Cnflict Reslutin This is used t select a reslutin when the item name in the surce nde cnflicts with an existing item in the destinatin nde. Select Merge r Skip frm the Cntainer level cnflict reslutin drp-dwn list. If yu select Merge, the Check lwer bjects checkbx is checked as mandatry and yu need t select Overwrite, Skip r Append frm the Cntent level cnflict reslutin drp-dwn list. If yu select Skip, the Check lwer bjects checkbx is ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Schedule Settings Specify the frequency t run this recurring schedule. Enter an integer int the text bx, and select Minute(s), Hur(s), Day(s), Week(s), Mnth(s) frm the drp-dwn menu. Range f Recurrence Specify when t start the jb, and the schedule ending. a. Start Time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. b. N end date Select this ptin t repeat running the plan until being stpped manually. c. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. d. End by Set up the time t end the recurrence f plans. 160

161 5. Click OK n the ribbn t save the schedule setting cnfiguratins. Click Cancel n the ribbn t return t the plan setting interface withut saving any changes. Repeat the cnfiguratins abve t create mre schedules. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grup r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Allws yu t check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Ensure that the database is available; therwise the migratin jb will fail. 5. Click Save t select Save t save the plan. T save the plan and execute it right away, click Save t select Save and Run Nw. Then the Run Nw interface pps up t allw yu t cnfigure the fllwing settings. Optins Select a type f migratin fr this schedule. Full migratin Chse this ptin t migrate all cntents frm the surce nde t the destinatin nde. Incremental migratin Chse this ptin t migrate the new created r updated cntent in the surce nde since the last migratin jb. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in Livelink cnflicts with an existing item in the SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. 6. Click OK t run the nline migratin jb. 161

162 Livelink Offline Migratins Livelink Offline Migratin can exprt surce cntent t a strage and then imprt the exprted data frm the strage t the destinatin. Therefre, using these tw jbs migrates the surce cntent t the destinatin. Refer t the sectins belw t use Livelink Offline Migratin. Cnfiguring a Livelink Offline Migratin The crrespnding Livelink exprt prfile and imprt prfile must be in place prir t running an ffline Livelink Migratr jb. The sectin belw instructs the steps t set up an exprt prfile and an imprt prfile. Setting Up an Exprt Prfile An Exprt Livelink migratin prfile allws yu t define numerus settings including Migratin Optins and Filter Optins. Fllw the instructins belw t create an Exprt Livelink migratin prfile. 1. Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Crete Prfile tab appears. 2. On the Create Prfile tab, in the Plan Mde grup, ensure Exprt Mde is highlighted. 3. Click Migratin Optins n the left-hand pane, and frm the Create Prfile tab, under the Subprfile Management grup, click Edit Sub-prfile t make the Migratin Optins field active. 4. Frm the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. 5. Enter a prfile name in the pp-up windw and click OK. 6. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins Sub-Prfile frm the drp-dwn menu. The ptins may be different frm the ptins in Online Migratin prfile, but yu can refer t Migratin Optins sectin fr all the detailed infrmatin. 7. Select the Filter Optins frm the left-hand pane. It allws yu t select specific bjects t be migrated frm the Livelink t SharePint. Filter Plicy The default filter plicy is set t be nne. Yu may select a previuslycreated filter plicy frm the drp-dwn menu. Or Click New Filter Plicy t create a new Filter Plicy. Fr mre detailed infrmatin abut the Filter Plicy, refer t Filter Plicies. Object Type Filter Optin Specify the Livelink bject type yu wish t be migrated t SharePint. Migrate the bject f all the types Allws yu t migrate all types f Livelink bjects t SharePint. 162

163 Specify the types fr the bjects yu wish t migrate Allws yu t migrate the specified types f Livelink bjects t SharePint. Click Add an Object Type t enter an bject type and then yu can select t include r exclude this bject type in a migratin jb by checking r unchecking the crrespnding checkbx. 8. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace existing prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Setting Up an Imprt Prfile An Imprt Livelink migratin prfile allws yu t define numerus settings including Migratin Optins, Mapping Optins and Advanced Optins. Fllw the instructins belw t create an Imprt Livelink migratin prfile. 1. Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Crete Prfile tab appears. 2. On the Create Prfile tab, in the Plan Mde grup, ensure Imprt Mde is highlighted. 3. Click Migratin Optins n the left-hand pane, and frm the Create Prfile tab, under the Subprfile Management grup, click Edit Sub-prfile t make the Migratin Optins field active. 4. Frm the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. 5. Enter a sub-prfile name in the pp-up windw and click OK. 6. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins Sub-Prfile frm the drp-dwn menu. The ptins may be different frm the ptins in Online Migratin prfile, but yu can refer t Migratin Optins sectin fr all the detailed infrmatin. 7. Select the Mapping Optins frm the left-hand pane. Select a previusly-cnfigured Mapping Optins Sub-Prfile frm the drp-dwn menu. Refer t Mapping Optins sectin fr all the detailed infrmatin. 8. Select the Advanced Optins frm the left-hand pane and cnfigure the Character Length Settings and the Illegal Character Replacement Settings. Fr details abut this sectin, refer t Advanced Optins. 9. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace existing prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. 163

164 Perfrming a Livelink Offline Migratin Livelink Migratr allws yu t migrate the Livelink cntent t SharePint by exprting yur desired surce Livelink cntent t a physical device, and then imprt the exprted cntent t SharePint. Exprt T exprt the Livelink data t an exprt lcatin, click Exprt n the ribbn, and then yu are brught t the Create a New Plan interface. Fllw the steps blew t perfrm the ffline Livelink migratin jb: 1. In the Surce pane, click the Livelink Server name t expand the data tree. a. Find the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name if the nde (fr example, wrkspace, flder, and item) int the Input Keywrd text bx t search fr the destinatin nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. b. Select the surce nde by checking the crrespnding checkbx r radi buttn. *Nte: Fr what kinds f surce cntents are supprted and unsupprted in the migratin, refer t Supprted and Unsupprted Elements fr Livelink Migratr. 2. In the Destinatin pane, select a previusly-cnfigured exprt lcatin frm the drp-dwn list t stre the Livelink data r click New Exprt Lcatin t create a new ne. Fr details n creating an exprt lcatin fr exprt mde, refer t the Abut Exprt Lcatins (Offline Jbs Only) sectin f this guide. 3. Click Save As New Plan, and then yu are brught t the Save As New Plan interface. Cnfigure the fllwing plan settings t build up a migratin plan. Plan Name Enter a name in the text bx fr the plan yu are abut t create. It is ptinal t enter the descriptin fr the plan Prfile Selectin Allws yu t cnfigure the related migratin ptins and mappings fr the migratin jb. Select a previusly-created main prfile frm the drp-dwn menu. Livelink Migratin prvides yu a default main prfile named Default Prfile. Click New Prfile t create a new prfile, and then yu are brught t the Create Prfile interface. Fr the detailed instructins t cnfigure the main prfile, see Setting Up an Exprt Prfile. Schedule Selectin In the schedule cnfiguratin area, chse ne f the fllwings: N Schedule Select this ptin t apply the rules f this plan, and then yu must run the jb manually. Cnfigure the schedule myself Select this t cnfigure the specific time yu want t cllect the data f this prfile. The Schedule Settings area appears when yu select this ptin. Yu can custmize the schedule with the fllwing ptins: 164

165 Click Add Schedule, and then the Add Schedule interface appears. Fllw the instructins belw t cnfigure the schedule settings. Optins Select a type f migratin fr this schedule. Full migratin Chse this ptin t migrate all cntent frm the surce nde t the destinatin nde. Incremental migratin Chse this ptin t migrate the new created r updated cntent in the surce nde since the last migratin jb. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Schedule Settings Specify the frequency t run this recurring schedule. Enter an integer int the text bx, and select Minute(s), Hur(s), Day(s), Week(s), Mnth(s) frm the drp-dwn menu. Range f Recurrence Specify when t start the jb, and the schedule ending. a. Start Time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. b. N end date Select this ptin t repeat running the plan until being stpped manually. c. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. d. End by Set up the time t end the recurrence f plans. Click OK n the ribbn t save the schedule setting cnfiguratins. Click Cancel n the ribbn t return t the plan setting interface withut saving any changes. Repeat the cnfiguratins abve t create mre schedules. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grup r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. 165

166 4. Click Save t select Save t save the plan. T save the plan and execute it right away, click Save t select Save and Run Nw. Then the Run Nw interface pps up t allw yu t chse Optins. Full migratin Migrate all surce data t the destinatin. Incremental migratin Cmpare cntent frm the last migratin jb and then migrates nly the data that has changed. 5. Click OK t run the exprt jb. Imprt T imprt the exprted Livelink data t SharePint, click Imprt n the ribbn, and then yu are brught t the Create a New Plan interface. Fllw the steps blew t perfrm the ffline Livelink migratin jb: 1. In the Surce pane, n the Brwse tab, click the farm that yu have cnfigured in Exprt Lcatin fr Imprt Mde and the Imprt Mde Exprt Lcatin is laded. Click the exprt lcatin t lad the Livelink Exprted Data flder in the UNC path. Then select the exprted data which is named by the plan name. T see details f the exprted data in the surce tree, click the Details tab. 2. In the Destinatin pane, click the farm name t expand the data tree. a. Find the nde which yu wish t imprt the exprted data t. If wrking with a large envirnment, enter the keywrd f the nde int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. b. Select the destinatin nde by clicking the crrespnding radi buttn. Yu can als create a new cntainer t be the destinatin nde withut leaving the current page. Fr details n creating a new cntainer, refer t Creating Cntainers. 3. Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw interface appears. Cnfigure the fllwing settings: Optin Specify the type f this migratin jb t be Full migratin r Incremental migratin. Full migratin Chse this ptin t migrate all cntents frm the surce nde t the destinatin nde. Incremental migratin Chse this ptin t migrate the new created r updated cntent in the surce nde since the last migratin jb. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr Cntainer Level, the 166

167 cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Prfile Selectin Allws yu t cnfigure the related migratin ptins and mappings fr the migratin jb. Select a previusly-created main prfile frm the drp-dwn menu. Livelink Migratin prvides yu a default main prfile named Default Prfile. Migratin Database Allws yu t check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Ensure that the database is available; therwise the migratin jb will fail. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Prject Migratin Selectin Allws yu t select whether t migrate the Livelink prject as a site r as a site cllectin t SharePint. 4. Click Save As New Plan, and then yu are brught t the Save As New Plan interface. Cnfigure the fllwing settings t build up a migratin plan. Plan Name Enter a name in the text bx fr the plan yu are abut t create. It is ptinal t enter the descriptin fr the plan. Prfile Selectin Allws yu t cnfigure the related migratin ptins and mappings fr the migratin jb. Select a previusly-created main prfile frm the drp-dwn menu. Livelink Migratin prvides yu a default main prfile named Default Prfile. Click New Prfile t create a new prfile, and then yu are brught t the Create Prfile interface. Fr the detailed instructins t cnfigure the main prfile, see Setting Up an Imprt Prfile. Prject Migratin Selectin Allws yu t select whether t migrate the Livelink prject as a site r as a site cllectin t SharePint. Schedule Selectin In the schedule cnfiguratin area, chse ne f the fllwings: N Schedule Select this ptin t apply the rules f this plan, and then yu must run the jb manually. Cnfigure the schedule myself Select this t cnfigure the specific time yu want t cllect the data f this prfile. The Schedule Settings area appears when yu select this ptin. Yu can custmize the schedule with the fllwing ptins: Click Add Schedule, and then the Add Schedule interface appears. Fllw the instructins belw t cnfigure the schedule settings. Optins Select a type f migratin fr this schedule. Full migratin Chse this ptin t migrate all cntents frm the surce nde t the destinatin nde. 167

168 Incremental migratin Chse this ptin t migrate the new created r updated cntent in the surce nde since the last migratin jb. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Schedule Settings Specify the frequency t run this recurring schedule. Enter an integer int the text bx, and select Minutes, Hurs, Days, Weeks, Mnths frm the drp-dwn menu. Range f Recurrence Specify when t start the jb, and the schedule ending. a. Start Time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. b. N end date Select this ptin t repeat running the plan until being stpped manually. c. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. d. End by Set up the time t end the recurrence f plans. Click OK n the ribbn t save the schedule setting cnfiguratins. Click Cancel n the ribbn t return t the plan setting interface withut saving any changes. Repeat the cnfiguratins abve t create mre schedules. Ntificatin Select the Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grup r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database This ptin allws yu t specify migratin database t stre detailed jb infrmatin in SQL Server fr each farm. Click Test t check whether the previusly-cnfigured migratin database is available. After the testing is cmpleted, click Details, Agent Name and Status are displayed. Fr the detailed infrmatin abut the Migratin Database, refer t Cnfiguring Migratin Databases. 168

169 5. Click Run Nw. Then the Run Nw interface pps up t allw yu t cnfigure the fllwing settings. Optins Select a type f migratin fr this schedule. a. Full migratin Chse this ptin t migrate all cntents frm the surce nde t the destinatin nde. b. Incremental migratin Chse this ptin t migrate the new created r updated cntent in the surce nde since the last migratin jb. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr Cntainer Level, the cnflict reslutins prvided aremerge and Skip. Merge requires yu t check Check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. 6. Click OK t run the imprt jb. 169

170 Supprted and Unsupprted Elements fr Livelink Migratr The fllwing table lists the current supprted and unsupprted elements fr Livelink Migratr. Surce Data Type Destinatin Nde in SharePint Supprt Status Enterprise Wrkspace Site Cllectin Supprted My Wrkspace Site Cllectin Supprted My Site Unsupprted Prject Site Cllectin Supprted (Prject Template Site Unsupprted) Channel Annuncements Supprted Discussin Discussin Bard Supprted Pll Survey Supprted Task List Prject Tasks Supprted Task Grup Flder inside a Prject Tasks List Supprted Task Task Supprted Milestne Cntent Type f Prject Task List Supprted Cmpund Dcument Dcument Library Supprted Flder Supprted Appearance Dcument Library Supprted Flder Appearance Wrkspace Flder Flder Supprted Flder Dcument Library Supprted Flder URL Link t Dcument Supprted Shrt Cut Link t Dcument Supprted Text Dcument File in Dcument Library Supprted Dcument (Versin) File in Dcument Library Supprted XML DTD File in Dcument Library Supprted Categry Custm List Supprted Categry Versin Cntent Type f Custm List Supprted Cllectin N/A Unsupprted Custm View N/A Unsupprted Live Reprt N/A Unsupprted Prspectr N/A Unsupprted Wrkflw Map N/A Unsupprted Wrkflw Status N/A Unsupprted My Hme N/A Unsupprted Other Data Type N/A Unsupprted 170

171 Exchange Public Flder Migratins Exchange Public Flder Migratr prtects yur investment thrugh lssless migratin f Exchange public flder cntent and prvides yu with simplified migratin management thrugh an intuitive administratin cnsle. Refer t the sectins belw t use Exchange Public Flder Migratr. Pre-migratin Cnfiguratins T use Exchange Public Flder Migratr, yu must cnfigure the Exchange public flder cnnectin s that DcAve Agent is able t cnnect t the Exchange server. In the Hme tab, click Cnfigure Cnnectin n the ribbn, and then the Exchange Public Flder Cnnectin interface appears. Managing Exchange Public Flder Cnnectins It allws yu t cnfigure multiple cnnectins fr the DcAve Agent and the Exchange server. The Exchange Public Flder Cnnectin interface displays any Exchange public flder cnnectins that yu have previusly created. In this interface, yu can change the number f Exchange public flder cnnectins displayed per page and the rder in which they are displayed. T change the number f Exchange public flder cnnectins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer righthand crner. T srt the Exchange public cnnectins, click n a clumn heading such as Name, and Agent. Custmize hw these cnnectins are displayed in a number f different ways: Search Allws yu t filter Exchange public flder cnnectins t be displayed by the keywrd entered in the Input Keywrd text bx (the keywrd is nt case sensitive). The keywrd must be cntained in a clumn value. Yu can select Search all pages r Search current page t define the search scpe. Select Search all pages t search the keywrd amng all pages, the cnnectins whse name r Agent cntains the keywrds will be displayed. Select Search current page t search the keywrd thrugh the current page, the cnnectins whse name r Agent cntains the keywrds will be displayed. T cancel the search results, yu can click the icn beside the text bx t refresh and display all cnnectins. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the appeared icn, and then the clumn is hidden. Filter the cnnectins, which are related t the specified Agents, t be displayed. Hver ver the cursr n the Agent clumn and click, then check the checkbx next t the Agent name. Click Ok t display the cnnectins which are related t the selected Agents. T cancel the filter results, click and click Clear Filter. 171

172 Perfrm the fllwing actins in the Exchange Public Cnnectin interface: Create Create a new Exchange public flder cnnectin. Fr details f creating an Exchange public flder cnnectin, see Cnfiguring Exchange Public Flder Cnnectins. View Details View details abut a selected Exchange public flder cnnectin. Edit Edit a previusly-cnfigured Exchange public flder cnnectin. Fr details f editing an Exchange public flder cnnectin, see Cnfiguring Exchange Public Flder Cnnectins. Delete Delete the selected Exchange public flder cnnectins. When the Exchange public flder cnnectin is using fr a migratin plan, then this cnnectin cannt be deleted. Cnfiguring Exchange Public Flder Cnnectins In the Exchange Pubic Flder Cnnectin interface, click Create t create a new cnnectin r click Edit t mdify a selected ne. Cnfiguring the fllwing settings n the pp-up windw: Exchange Public Flder Cnnectin Name Enter a name in the Name text bx fr the Exchange public flder Cnnectin. Then enter an ptinal descriptin in the Descriptin text bx fr future reference. Cnnectin Enter the required infrmatin t make the specified surce Agent be able t cnnect t the Exchange server. Agent The Agents displayed are the nes whse Agent type cntains Exchange Public Flder Migratin fr Exchange Public Flder Agent. Frm the drp-dwn list, select an Agent that is able t access the Exchange server frm the drp-dwn list. Fr mre infrmatin f Agent type cnfiguratin, refer t the DcAve 6 Cntrl Panel Reference Guide. Access methd Select the access methd accrding t the Exchange server. Select WebDAV if using Exchange 2000/2003/2007 server. Select Web Services if using Exchange 2007/2010 server. Fr Exchange 2007 server, bth WebDAV and Web Services are applicable. Exchange URL Enter the URL f the Exchange public flder that the Agent cnnects t. An example is shwn in the Exchange URL text bx. Username and Passwrd Enter the username and the passwrd fr accessing Exchange public flder. An example is shwn in the Username text bx. It is recmmended t specify an administratr f the Exchange server here in rder t have the required permissin t lad all data, perfrm the peratins n the data. Click Validatin Test t verify the cnnectin and the cnfiguratins. After the verificatin cmpletes, click OK t save the settings and return t the Exchange Pubic Flder Cnnectin interface. 172

173 Cnfiguring Exchange Public Flder Migratin Filter Plicies Filter Plicy allws yu t set up filter rules s that yu can cntrl what bjects are t be migrated t the SharePint destinatin, and yu can target cntent mre precisely. By setting up and saving filter plicies, yu can apply the same filter plicies t different plans withut having t recreate them each time. T access the Filter Plicy interface, click Create Prfile n the Hme tab. On the Create Prfile page, click Filter Plicy n the ribbn. Managing Filter Plicies The Filter Plicy interface displays any filter plicies that yu have previusly created in the main display pane. In this interface, yu can change the number f filter plicies displayed per page and the rder in which they are displayed. T change the number f filter plicies displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the filter plicies, click the clumn heading such as Filter Plicy Name, and Descriptin. Custmize hw these filter plicies are displayed in a number f different ways: Search Allws yu t filter the filter plicies t be displayed by the keywrd entered in the Input Keywrd text bx (the keywrd is nt case sensitive). The keywrd must be cntained in a clumn value. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the filter plicies in all f the pages whse name r descriptin cntains the keywrds will be displayed; while Search current page means that nly the filter plicies in the current page whse name r descriptin cntains the keywrds will be displayed. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the icn, and then check the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the appeared icn, and then the clumn is hidden. Perfrm the fllwing actins in the Filter Plicy interface: Create Click Create n the ribbn t create a new filter plicy. Fr details f creating a new filter plicy, see Creating Filer Plicies. Edit Click Edit n the ribbn t change the cnfiguratins fr the selected filter plicy. Fr details f editing cnfiguratins fr filter plicies, see Creating Filer Plicies. Delete Click Delete n the ribbn. A cnfirmatin windw will pp up and ask whether yu are sure that yu want t prceed with the deletin. Click OK t delete the selected filter plicy, r click Cancel t return t the Filter Plicy interface withut deleting the selected filter plicy. 173

174 Creating Filer Plicies T create a new filter plicy, fllw the instructins belw: Click Filter Plicy frm the Settings grup n the Prfile Manager tab. The Filter Plicy page appears. Click Create frm the Manage grup. The Create page appears. Enter the name fr the filter plicy in the Name text bx and enter an ptinal descriptin fr further reference in the Descriptin text bx. In the Filter Rules area, five clumns are arranged displaying the filter rules infrmatin. Click Add a Filter Level Grup t add a filter level grup, which is used t add the desired criterins in ne grup fr a specific bject level. Since the Exchange Message bject is the nly ne n which can set up the filter level grup and it has cntained all the data type in the public flder, it is selected by default. Click Add a Criterin and a new rw cntaining the criterin appears. Name is the default rule and Cntains is the default cnditin. Click Name t change the rule frm the drp-dwn list and then specify the crrespnding cnditin and value. Fr the Name and Message Class rule, the available cnditins are Cntains, Des Nt Cntain, Equals, and Des Nt Equal. Cntains When the item s name/message class cntains the value yu set, it will be filtered and included in the filter results. Des Nt Cntain When the item s name/message class des nt cntain the value yu set, it will be filtered and included in the filter results. Equals When the item s name/message class equals the value yu set, it will be filtered and included in the filter results. Des Nt Equal When the item s name/message class des nt equal the value yu set, it will be filtered and included in the filter results. Fr the Created Time/Mdified Time/Received Time/Start Time/Due Time rule, the available cnditins are Befre, After, Within, and Older Than. Befre When the item s time is befre the time value yu set, it will be filtered and included in the filter results. After When the item s time is after the time value yu set, it will be filtered and included in the filter results. Within When the item s time is within the time range yu set, it will be filtered and included in the filter results. Older Than When the item s time is lder than the time value yu set, it will be filtered and included in the filter results. 174

175 If yu have mre than ne criterin, click the rder t adjust the criteria s rder. If yu have mre than ne criterin, adjust the lgic relatin accrding t yur requirements. By default, the lgic relatin between each criterin is And. Yu can click the current lgic relatin (And r Or) t change it. 9. And When multiple criteria are used, nly the data that meets all f the criteria is included in the filter results. Or When multiple criteria are used, the data that matches at least ne f the criteria is included in the filter results. After the filter plicy settings cmplete, click OK t save the settings and return t the Filter Plicy page. Mapping Settings Befre perfrming an Exchange public flder migratin jb, yu may want t define ptinal Dmain Mapping, User Mapping, Grup Mapping, and Permissin Mapping settings. Refer t the fllwing sectins t decide whether t cnfigure the mapping settings, and learn hw t cnfigure the mapping settings. Dmain Mapping If there are users with the same name but with different dmains respectively in the surce and destinatin, yu can map a surce dmain name t a SharePint dmain name in the destinatin by using dmain mapping. During migratin, Migratr will change the surce dmain name t yur specified dmain name in the destinatin nde. Therefre, the surce user summer\user1 can be mapped t SharePint dmain user may\user1 thrugh dmain mapping. T access Dmain Mapping, click Create Prfile n the ribbn f the Hme tab, and then the Create Prfile tab appears. Click Mappings n the ribbn, and then select Dmain Mapping frm the drpdwn menu. The Dmain Mapping interface appears. Click Create n the ribbn t create a new dmain mapping rule. Fr specific instructins n setting up dmain mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. User Mapping Use user mapping if yu wish t map an existing surce nde username t an existing SharePint user name in the destinatin. During migratin, Migratr will replace the surce username with yur specified username in the destinatin nde. T access User Mapping, click Create Prfile n the ribbn f the Hme tab, and then the Create Prfile tab appears. Click Mappings n the ribbn, and then select User Mapping frm the drp-dwn menu. The User Mapping interface appears. Click Create n the ribbn t create a new user mapping rule. 175

176 Fr specific instructin n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Grup Mapping Use grup mapping if yu wish t map an existing surce grup name. During the migratin, Migratr will replace the surce grup name with yur specified grup name in the destinatin nde. T access Dmain Mapping, click Create Prfile n the ribbn f Hme tab, and then Create Prfile tab appears. Click Mappings n the ribbn, and then select Grup Mapping frm the drp-dwn menu. The Grup Mapping interface appears. Click Create n the ribbn t create a new grup mapping rule. Fr specific instructins n setting up grup mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Permissin Mapping Permissin mapping allws yu t map an existing surce permissin name t SharePint permissins in the destinatin. During the migratin, Migratr will replace the surce permissin name with yur specified permissin name in the destinatin nde. Exchange Public Flder Migratr prvides yu a Default Permissin Mapping t migrate the public flder permissins t the SharePint permissins, which is cntained as default permissin mapping rule in the default main prfile. T access Permissin Mapping, click Create Prfile n the ribbn f Hme tab, and then Create Prfile tab appears. Click Mappings n the ribbn, and then select Permissin Mapping frm the drp-dwn menu. The Permissin Mapping interface appears. Managing Permissin Mappings In the Permissin Mapping interface, yu will see a list f previusly cnfigured permissin mappings. In this interface, yu can change the number f permissin mappings displayed per page and the rder in which they are displayed. T change the number f permissin mappings displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the permissin mappings, click a clumn heading such as Name, and Descriptin. Custmize hw these permissin mappings are displayed in a number f different ways: Search Allws yu t filter permissin mappings t be displayed by the keywrd entered in the Input Keywrd text bx (the keywrd is nt case sensitive). Bth the value f the Name and Descriptin clumns can be searched by the keywrd. Select Search all pages t search the keywrd amng all pages. Select Search current page t search the keywrd thrugh the current page. T cancel the search results, yu can click the icn beside the text bx t refresh the area and all permissin mappings are displayed. 176

177 Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the appeared icn, and then the clumn is hidden. The Name clumn is nt allwed t be hidden. Perfrm the fllwing actins t a permissin mapping: Create Create a new permissin mapping. Fr details f creating a permissin mapping, see the Cnfiguring Permissin Mappings sectin f this guide. View Details View details abut a selected permissin mapping. Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this permissin mapping. Here yu can als click Edit n the ribbn t make changes t the permissin mapping s settings. Yu will be brught t the Edit Permissin Mapping page where yu can change this permissin mapping. Edit Edit a previusly-cnfigured permissin mapping. The Default Permissin Mapping is nt allwed fr editing. Fr details f editing a permissin mapping, see Cnfiguring Permissin Mappings. Delete Delete the selected permissin mappings. Click Delete n the ribbn. A cnfirmatin windw pps up and asks if yu are sure yu want t prceed with the deletin. Click OK t delete the selected permissin mappings, r click Cancel t return t the Permissin Mapping page withut deleting the selected permissin mappings. The Default Permissin Mapping is nt allwed fr deleting. Cnfiguring Permissin Mappings T create a new permissin mapping, click Create n the ribbn. T edit a previusly-cnfigured permissin mapping, select the permissin mapping and then click Edit n the ribbn. In the Create/ Edit Permissin Mapping interface, cnfigure the fllwing settings: Permissin Mapping Name Enter a name fr the permissin mapping. Then enter an ptinal descriptin fr the permissin mapping fr future reference. Permissin Mapping Set up the mapping f Exchange permissins t SharePint permissin levels. By default, the Exchange permissin has set up a SharePint permissin level. Yu can mdify it and select a desired SharePint permissin level frm the SharePint Permissin Level drp-dwn list. Yu can als create a new SharePint permissin level by clicking New SharePint Permissin Level at the tp f the drp-dwn list. Fr mre infrmatin f creating a new SharePint permissin level, editing an existing ne, viewing details f an existing ne, refer t Managing SharePint Permissin Levels. 177

178 Managing SharePint Permissin Levels Yu can manage SharePint permissin levels by creating a new SharePint permissin level, viewing details f a previusly-cnfigured SharePint permissin level, editing a previusly-cnfigured SharePint permissin level, r deleting a previusly-cnfigured SharePint permissin level. T access Manage SharePint Permissin Level interface, click Create Prfile n the Hme tab > Mappings > Permissin Mapping > Manage SharePint Permissin Level. The Manage SharePint Permissin Level interface appears, and yu will see a list f prvided r previusly-cnfigured SharePint permissin level. In this interface, yu can change the number f SharePint permissin levels displayed per page and the rder in which they are displayed. T change the number f SharePint permissin levels displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the SharePint permissin levels, click n a clumn heading such as Name, and Descriptin. Custmize hw these SharePint permissin levels are displayed in a number f different ways: Search Allws yu t filter SharePint permissin level t be displayed by the keywrd entered in the Input Keywrd text bx (the keywrd is nt case sensitive). The keywrd must be cntained in a clumn value. Select Search all pages t search the keywrd amng all pages. Select Search current page t search the keywrd thrugh the current page. T cancel the search results, yu can click the icn beside the text bx t refresh the area and display all permissin levels. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the appeared icn, and then the clumn is hidden. Perfrm the fllwing actins in the Manage SharePint Permissin Level page: Create Click Create n the ribbn t create a new SharePint permissin level. Fr detailed instructins n creating a new SharePint permissin level, see Creating SharePint Permissin Levels. View Details Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this SharePint permissin level. Here yu can als click Edit n the ribbn t make changes t the SharePint permissin level s settings. Yu will be brught t the Edit SharePint Permissin Level page where yu can change its settings. Edit Click Edit n the ribbn t change the cnfiguratins fr this SharePint permissin level. Nte that the default SharePint permissin levels prvided, including Cntribute, Design, Full Cntrl, Read, View Only, PFM Delete All Items, PFM Edit All Items, PFM Create Subflders, PFM Create Items, PFM Read Items, PFM Delete Own Items, PFM Edit Own Items, and PFM Flder Owner, are nt editable. Fr details n editing cnfiguratins fr a SharePint permissin level, see Creating SharePint Permissin Levels. 178

179 Delete Click Delete n the ribbn. A cnfirmatin windw will pp up and ask whether yu are sure that yu want t prceed with the deletin. Click OK t delete the selected SharePint permissin levels, r click Cancel t return t the Manage SharePint Permissin Level interface withut deleting the selected SharePint permissin levels. Nte that the default SharePint permissin levels prvided, including Cntribute, Design, Full Cntrl, Read, View Only, PFM Delete All Items, PFM Edit All Items, PFM Create Subflders, PFM Create Items, PFM Read Items, PFM Delete Own Items, PFM Edit Own Items, and PFM Flder Owner, cannt be deleted. Creating SharePint Permissin Levels T create a new SharePint permissin level, click Create n the ribbn. T mdify a previuslycnfigured custmized SharePint permissin level, select the SharePint Permissin Level, and then click Edit n the ribbn. When creating r editing the SharePint permissin level, cnfigure the fllwing settings: Name and Descriptin Enter a name fr this permissin level and an ptinal descriptin fr future reference. Permissins Chse which permissins t be included in this permissin level. Yu can select permissins frm List Permissins and Persnal Permissins by checking the checkbx next t the permissin name. Check the Select All checkbx t select r clear all permissins. The permissins listed in Site Permissins cannt be edited, and the View Pages and Open permissins in Site Permissin will be selected by default when yu select permissin frm List Permissin r Persnal Permissins. Click OK t save the cnfiguratins, r click Cancel t cancel any changes. Setting Up Exchange Public Flder Migratin Prfiles The Migratin Prfile allws yu t specify and define numerus settings fr the migratin jbs including Migratin Optins, Filter Optins, Mapping Optins, and Advanced Optins. Fllw the instructins belw t create a Migratin Prfile. 1. Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Crete Prfile tab appears. 2. Frm the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. 3. Enter a prfile name in the pp-up windw and click OK. 4. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins Sub-Prfile frm the drp-dwn menu r enter a name and click Create a New Prfile t create a new sub-prfile. Fr details abut this sectin, refer t Migratin Optins. 5. Select the Filter Optins frm the left-hand pane and select a previusly-cnfigured filter plicy frm the drp-dwn menu. Or click New Filter Plicy frm the drp-dwn menu t create a new filter plicy. Fr details n creating a filter plicy, refer t Creating Filer Plicies. 179

180 6. Select the Mapping Optins frm the left-hand pane. Select a previusly-cnfigured Mapping Optins Sub-Prfile frm the drp-dwn menu r enter a name and click Create a New Prfile t create a new sub-prfile. Fr details abut this sectin, refer t Mapping Optins. 7. Select the Advanced Optins frm the left-hand pane and cnfigure the Character Length Settings and the Illegal Character Replacement Settings. Fr details abut this sectin, refer t Advanced Optins. 8. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace the existing main prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Migratin Optins Cnfigure the settings in Migratin Optins t specify hw t migrate the cntent and the security t SharePint. Set up a sub-prfile f Migratin Optins by the fllwing steps Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile tab appears. Click Migratin Optins n the left-hand pane, and frm the Create Prfile tab, under the Subprfile Management grup, click Edit Sub-prfile t make the Migratin Optins field active. Frm the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. Enter a sub-prfile name in the pp-up windw and click OK. Click the Cntent tab t cnfigure the fllwing settings. Flder Migratin Optins Chse a methd t migrate the surce flders.. Migrate rt flder as list Select this ptin, and when selecting site nde as the destinatin, the selected surce flder and the flders (the rt flders f the selected surce flder) under it will be migrated t respective lists. After the migratin, lists having the same name as the selected surce flder and the rt flders will be created in the destinatin. Each rt flder and the data in it is migrated t respective lists. Fr example, Flder A is the selected surce rt flder and under Flder A, there are tw flders, Flder B and Flder C (Flder B and Flder C are rt flders f Flder A). When selecting Migrate rt flder as list and selecting site nde as the destinatin, the migratin results are as belw: A list named Flder A will be created and the data (except Flder B, Flder C, and the data within these tw flders) which is cntained in surce Flder A will be migrated t the Flder A list. Tw lists named Flder B and Flder C are created and the data which is cntained in surce Flder B and Flder C will keep the data structure and will be migrated t respective lists. 180

181 Use flder full path as list name Select this ptin, and when the destinatin nde is site level, the selected surce data in each flder level will be migrated t respective lists named by the flder full path. Fr example, yu have selected Flder A as the surce cntent. Flder A is the sub flder f public flder and it cntains Flder B. In Flder B, an Item C is included. After the migratin, tw lists named Public Flders>Flder A and Public Flders>Flder A>Flder B are created, and the Item C is included in the Public Flders>Flder A>Flder B list. If either f these tw ptins is nt selected, when selecting site ndes as the destinatin, the selected surce flder will be migrated t a newly created list named by the surce flder name and keep the riginal data structure. Flder Structure Management When selecting the list nde as the destinatin, if using Create tp level flder n destinatin t perfrm the migratin, the migratin results are: A tp level flder having the same name as the surce flder is created in the destinatin list and the surce cntent yu selected is migrated t this flder. Withut selecting this ptin, the nly difference is that the tp level flder will nt be created. If yu select a site nde as the destinatin, n matter whether yu select this ptin r nt, a tp level flder having the same name as the surce flder is created in the destinatin list, and the surce cntent yu selected is migrated t this flder. Cnversatin Optin When migrating s, if the destinatin list is discussin bard list, select whether t use the Migrate cnversatin as discussin threads ptin. If yu select this ptin, the s whse PR_CONVERSATION_INDEX prperty has the same value will be migrated t a discussin having the same subject as these s. The bdy f the s which replied the riginal will be as the reply item fr the discussin. If yu d nt select this ptin, each will be migrated t be an individual discussin using the subject as the discussin subject and using the e- mail bdy as the discussin bdy. If the destinatin list is nt discussin bard list, the Migrate cnversatin as discussin threads ptin will nt take effect. Surce Cntent Deletin If yu want t delete the surce cntent which has been migrated successfully after the migratin, select Delete surce cntent upn the jb cmpletin. Only the data will be deleted, and the flder structure will nt be deleted. *Nte: T perfrm the deletin peratin, make sure the user yu specified in the Exchange public flder cnnectin has the sufficient permissin. 181

182 Cntent Type Optin When selecting Use pre-defined SharePint cntent type, the default cntent type in the destinatin bject will be used. If yu d nt select this ptin, the cntent type mapping cnfigured in Mapping Optins will take effect. Outlk Hme Page URL Select whether t set/remve the value f the Hme Page prperty f the surce flder When selecting Set Outlk hme page URL t perfrm the migratin, the destinatin list URL will be set as the value f the Hme Page prperty f the surce flder. When yu pen the specific flder, yu will be redirected t the SharePint list URL. When selecting Remve Outlk hme page URL t perfrm the migratin, the Hme Page prperty f the surce flder will be set blank. Click the Security tab next t the Cntent tab and cnfigure the Security settings. Inherit the flder permissin frm its parent flder permissin if yu want the migrated flder t inherit frm the surce parent flder permissin, select this checkbx. Inherit the flder permissin frm the destinatin list If yu want the migrated flder t inherit frm the destinatin list permissin, select this checkbx. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace the existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Mapping Optins Cnfigure settings in Mapping Optins t set the SharePint Cntent Type, Prperty Mapping, Cntent Type Mapping, Flder Mapping, and Security Mapping. Fr different access methds, WebDAV (selected by default) and Web Services, yu must set the mapping settings individually. Set up a sub-prfile fr Mapping Optins by the fllwing steps Frm the Hme tab, in the Prfile Manager grup, click Create Prfile. The Create Prfile tab appears. Click Mapping Optins n the left-hand pane, and frm the Create Prfile tab, under the Subprfile Management grup, click Edit Sub-prfile t make the Mapping Optins field active. Frm the Create Prfile tab, under the Prfile/Sub-prfile Management grup, click New. Enter a sub-prfile name in the pp-up windw and click OK. Select an Exchange Prperty Type frm the drp-dwn menu. Cnfigure the fllwing settings by referring t crrespnding sectins: SharePint Cntent Type, Prperty Mapping, Cntent Type Mapping, Flder Mapping, and Security Mapping. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace the existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile 182

183 SharePint Cntent Type In the SharePint Cntent Type settings, yu can create cntent types based n the SharePint build-in cntent types, and the cntent types created are used t perfrm the cntent type mapping. By default, a list f new cntent types is pre-cnfigured. In the list, fr example, the ExchangeDcument cntent type is created based n the Dcument cntent type, s the Dcument cntent type is the parent cntent type f the ExchangeDcument cntent type. View the new cntent types and their parent cntent types as shwn belw. Cntent Type Name ExchangeDcument ExchangeAnnuncement ExchangeMessage ExchangeCntact ExchangeEvent ExchangeTask ExchangeNte ExchangeActivity ExchangeDiscussinReply Base Cntent Type Dcument Annuncement Item Cntact Event Task Item Item Message Fr the list, yu can perfrm the fllwing actins. Add a cntent type Click Add a Cntent Type t add a cntent type. A new rw appears at the bttm f the table. Enter the cntent type name, and then specify the based SharePint cntent type frm the drp-dwn list. Mdify the existing mapping Duble-click the name in the Cntent Type Name list t mdify the name, and duble-click the name in the Base Name list t select a new build-in cntent type. Delete the selected mappings Click Delete the Selected Cntent Type(s) t delete a selected cntent type. Edit a cntent type Click Edit the Selected Cntent Type t edit an existing cntent type. T edit a cntent type, cmplete the fllwing steps: Select a cntent type and click Edit the Selected Cntent Type. A Cntent Type pp-up windw appears. On the pp-up windw, the clumns included in the selected cntent type and the clumn types are shwn in the table. Yu can add a new clumn and specify the clumn type r edit an existing ne. Add a clumn and specify the clumn type Click Add a Prperty Mapping t add a new clumn and specify the clumn type. A new rw appears at the bttm f the table. Enter the clumn name, and then specify the clumn type frm the drp-dwn list. 183

184 Edit an existing clumn Duble click the clumn name in the SharePint Clumn Display Name list t change the clumn name and duble-click the clumn type in Clumn Type list t change the clumn type. Fr sme clumns, they are nt allwed fr editing. When using the managed metadata clumn, specify the term set path, whether t allw multiple values, and the character t separate the multiple values in the clumn. The default character is ; 4. Click OK t save the cntent type settings and return t the SharePint Cntent Type tab. Prperty Mapping Setting up the prperty mapping fr Exchange prperty is used fr cntent type mapping. When cnfiguring the cntent type mapping, the Exchange prperty s display name, which is set in the prperty mapping, is able t be selected and the value in it is able t be mapped t the destinatin clumn. By default, a prperty mapping table is pre-cnfigured. In the table, fr example, if the prperty tag is urn:schemas:cntacts:givenname in the Exchange Prperty Tag list and the display name is IPM.Cntact.FirstName in the Display Name list, then, when cnfiguring the cntent type mapping, yu can select the IPM.Cntact.FirstName Exchange prperty. Fr the table, yu can perfrm the fllwing actins, Add a prperty mapping Click Add a Prperty Mapping t add a prperty mapping. A new rw appears at the bttm f the table. Enter the display name in the Display Name clumn and enter the prperty tag in the Exchange Prperty Tag clumn. Mdify the existing mapping Duble-click the name in the Display Name clumn t set the new name, and duble-click the name in the Exchange Prperty Tag clumn t set the prperty tag. Delete the selected mappings Click Delete the Selected Mapping(s) t delete a selected prperty mapping. When selecting Web Services access methd, yu can custmize the prperty mapping. Fllw the steps belw t custmize the prperty mapping Select the Custmized Prperty Settings checkbx. Click Add a Prperty Mapping. Enter the display name f the clumn in the Display Name list. Enter the Exchange prperty infrmatin in the GUID, ID, Type, and Prperty Tag clumn. Repeat steps frm 2 t 4 t add anther custmized prperty mapping. Cntent Type Mapping Depending n the SharePint list template, yu can set the cntent type mapping fr each message class. By default, the cntent mapping settings are pre-cnfigured. In the table, fr example, if the surce data is using the IPM.Pst message class and the destinatin SharePint list is using the Dcument Library template, then, the data migrated t the destinatin list will use the 184

185 ExchangeDcument cntent type. View the cntent mapping settings in the predefined table as shwn belw. Exchange Message Class SharePint Cntent Type SharePint List Template IPM.Pst ExchangeDcument Dcument Library IPM.Nte ExchangeDcument Dcument Library IPM.Nte ExchangeMessage Generic List IPM.Nte ExchangeAnnuncement Annuncements IPM.Pst ExchangeAnnuncement Annuncements IPM.Dcument ExchangeAnnuncement Annuncements IPM.Pst ExchangeMessage Generic List IPM.Dcument ExchangeDcument Dcument Library IPM.Dcument ExchangeMessage Generic List IPM.Appintment ExchangeEvent Events IPM.Cntact ExchangeCntact Cntacts IPM.Task ExchangeTask Tasks IPM.Activity ExchangeActivity Generic List IPM.StickyNte ExchangeNte Generic List IPM.Pst ExchangeDiscussinReply Discussin Bard IPM.Nte ExchangeDiscussinReply Discussin Bard IPM.Dcument ExchangeDiscussinReply Discussin Bard IPN.Activity ExchangeDcument Dcument Library Fr the table, yu can perfrm the fllwing actins, Add a cntent type mapping Click Add a Cntent Type Mapping t add a cntent type mapping. A new rw appears at the bttm f the table. Select the message class frm the drp-dwn list, and then specify the SharePint cntent type and the SharePint list template frm the drp-dwn list. Mdify the existing mapping Duble-click the message in the Exchange Message Class clumn t select a new message class, duble-click the cntent type in the SharePint Cntent Type list t select a new cntent type, and then duble-click the list template in the SharePint Template List t select a new list template. Delete selected mappings Click Delete Selected Mapping(s) t delete a selected cntent type mapping. Edit a cntent type mapping Click Edit a Cntent Type Mapping t edit an existing cntent type mapping. Fllw the instructins belw t edit a cntent type mapping Select a cntent type mapping and click Edit a Cntent Type Mapping. A Cntent Type Mapping Settings pp-up windw appears. On the pp-up windw, the clumn mapping frm the Exchange clumn name (cntained in the Exchange message class) t the SharePint clumn display name (cntained in the SharePint cntent type) is shwn. 185

186 Select the checkbx f a specific clumn mapping and then click Edit the Selected Exchange Clumn Name. In the Exchange Clumn Name sectin, yu can select an Exchange prperty r define Marc. Select an Exchange prperty Select a clumn name frm the drp-dwn list. Define Macr Specify a cmbinatin f prperties. The prperty name and the descriptin will be mapped t the SharePint clumn. a. Click Add and Define Macr. b. Select a prperty frm the drp-dwn list, fr example, Cc. c. Enter the descriptin in the Cnditin clumn, fr example, Jack. d. The macr result is refreshed, fr example, [Cc]Jack. e. Repeat steps frm a t c t add the desired prperties, fr example, [Cc]Jack[Authr]Tm. f. Click OK t finish the settings. g. The macr will be mapped t the SharePint clumn. The value f the SharePint clumn will be, fr example, [Cc]Jack[Authr]Tm. Click OK t save the clumn mapping settings and return t the Cntent Type Mapping Settings page. The new clumn mapping is refreshed accrding t yur settings. Click OK n the Cntent Type Mapping Settings page and return t the Cntent Type Mapping tab. Flder Mapping When selecting site level as the destinatin, yu can set the flder mapping fr each type f Exchange flder. By default, a flder mapping table is pre-cnfigured. In the table, fr example, if the surce flder type is urn:cntent-classes:flder, and the destinatin SharePint list is using the Dcument Library template, then a list using the Dcument Library template will be created t cntain the surce data. Duble-click the list template name t change the list template. Security Mapping Specify the user mapping, dmain mapping, grup mapping, and permissin mapping. User Mapping In the drp-dwn list, select a previusly-cnfigured user mapping r click New User Mapping t create a user mapping. Fr details n creating a user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Grup Mapping In the drp-dwn list, select a previusly-cnfigured grup mapping r click New Grup Mapping t create a grup mapping. Fr details n creating a grup mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. 186

187 Dmain Mapping In the drp-dwn list, select a previusly-cnfigured dmain mapping r click New Dmain Mapping t create a dmain mapping. Fr details n creating a dmain mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Permissin Mapping In the drp-dwn list, select a previusly-cnfigured permissin mapping r click New Permissin Mapping t create a permissin mapping. Fr details n creating a permissin mapping, refer t Permissin Mapping. Nte that if yu have nt cnfigured r selected any permissin mapping, the default permissin mapping will be applied during the migratin. If yu select t use the mapping settings t migrate the surce user and the related permissin, besides the mapping settings abve, yu must als cnfigure the PublicFlderMigratinCnfiguratin.xml file. Refer t Exchange Public Flder Migratin Cnfiguratin File fr mre details. Advanced Optins Cnfigure the settings in Advanced Optins t set the character length settings and the illegal character replacement settings. The cnfiguratin settings are saved t the current main-prfile. Character Length Settings Cnfigure character length limitatins fr SharePint URL, filename, and flder name. In SharePint, the maximum length f SharePint URL is 260 characters, and the maximum length f file name and flder name is 128 characters. Maximum Length f the flder name The default value is 60, and the scale yu can set is frm 1 t 128. If the flder name exceeds the limitatin yu set, the extra characters, which are in the end f the flder name, will be pruned. Fr example, yu set 10 as the maximum length f the flder name, and then a flder named AaaaaBbbbbCccccDdddd will be pruned t AaaaaBbbbb after the migratin. Maximum Length f the file name The default value is 80, and the scale yu can set is frm 1 t 128. If the ttal number f characters f the file name and extensin name exceed the limitatin yu set, the extra characters, which are in the end f the file name, will be pruned. Fr example, yu set 6 as the maximum length, and then a file named dc will be pruned t 12.dc after the migratin. Maximum Length f the SharePint URL The default value is 255, and the scale yu can set is frm 1 t 260.The length f the SharePint URL is calculated frm the first character f the managed path, that is /. When the flder r file s URL exceeds the limitatin, the migratin results are: If the flder URL exceeds the limitatin, the flder and its cntent will be migrated under the rt flder f the destinatin list. Fr example, yu select Flder A in the surce fr migratin. The Flder A cntains Flder B and Flder C. The Flder B cntains Flder D and File E. When migrating, the URL f Flder D exceeds the maximum length f the SharePint URL yu set, then, Flder D and its cntent will be migrated t the same level as Flder A, which is in the tp level f the library. 187

188 If the file URL exceeds the limitatin, the file will be migrated under the rt flder f the destinatin list. Fr example, yu select Flder A in the surce fr migratin. The Flder A cntains Flder B and Flder C. The Flder B cntains Flder D and File E. When migrating, the URL f File E exceeds the maximum length f the SharePint URL yu set, then, File E will be migrated t the rt flder f the library. Illegal Character Replacement Settings Replace the characters (existing in the file name and flder name in Exchange Public Flder) which are illegal in SharePint with the valid characters in SharePint. By default, all illegal characters are replaced with a _. Click Flder Level r File Level t cnfigure the settings fr flder name r file name. T mdify an illegal character mapping, duble-click _ in the Replace with clumn and enter a new valid character. T add an illegal character mapping, click Add an Illegal Character. Then enter the illegal character in the Illegal character in SharePint clumn and the valid character in the Replace with clumn. T delete ne r mre previusly-cnfigured illegal character mapping, select the Illegal characters in SharePint check bx, all custmized mappings are selected, uncheck the mappings that yu d nt want t delete, and then click Delete the Selected Illegal Character(s). Nte that the default cnfigured mappings cannt be selected and deleted. Perfrming an Exchange Public Flder Migratin An Exchange public flder migratin migrates cntents, cnfiguratins, and securities frm the Exchange server t the SharePint envirnment. T start an Exchange public flder migratin jb, click Online Migratin n the ribbn in the Hme tab. T perfrm an Exchange public flder migratin jb, fllw the instructins belw: In the Surce pane, click Select Surce. The Select Surce pp-up windw appears. On the Select Surce pp-up, select the desired Agent frm the Agent drp-dwn list. The cnnectins relied n this Agent will be laded, and select the desired ne frm the Cnnectin drp-dwn list. Click OK and return t the Surce pane. The cnnectin name is displayed n the Surce pane. If yu want t change the current cnnectin, click Change Surce t select anther cnnectin. Click the cnnectin name t lad the surce data and then expand the data tree t find the data t be migrated. a. Find the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name f the flder nde int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. 188

189 b. Select the surce nde by checking the crrespnding checkbx. Within each flder level, there is a nde named Items t display hw many bjects (including the files and items) are cntained in the Items nde. Yu can click the Items nde and the Item Brwser interface appears. Select the files/items that yu wish t migrate by checking crrespnding checkbxes and click OK. *Nte: Fr detailed infrmatin abut what kinds f lists and libraries are supprted fr different Exchange flders in the migratin, refer t Supprted List/Library fr Different Exchange Flder Types. 5. In the destinatin pane, click the farm name and expand the data tree t select the destinatin site r list. a. Find the nde which yu wish t migrate the surce data t. If wrking with a large envirnment, enter the keywrd f the nde int the Input Keywrd text bx t search fr the desired site cllectin. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. b. Select the destinatin nde by checking crrespnding checkbx. Yu can als create a new cntainer t be the destinatin nde withut leaving the current page. Fr details n creating a cntainer in SharePint, refer t Creating Cntainers. Fr each surce flder nde, if yu select the site nde in the destinatin, the newly created list/library will use the template that yu cnfigured in Flder Mapping; if yu select the list/library nde in the destinatin, nly the list/library using the particular template is supprted. Fr mre infrmatin f the supprted template, refer t Supprted List/Library fr Different Exchange Flder Types in the appendix. *Nte: The libraries created r used by DcAve Cnnectr r the libraries that applied DcAve Strage Manager rules cannt be selected as the destinatin nde fr the Exchange Public Flder Migratin, therwise, the migratin jb will fail. 6. Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw interface appears. Cnflict Reslutin If the Exchange public flder bject name/id in the surce nde is the same as an existing bject in the destinatin nde, it is cnsidered a cnflict. Cntainer level cnflict reslutin Set the cnflict reslutin n list and flder level. There are tw reslutins: Skip ignres the surce cntainer that has the same name as the destinatin ne. Fr the cntent in the surce cntainer, if yu d nt select the Check lwer bjects checkbx, the cntent will be als ignred. If yu select the Check lwer bjects checkbx, cntinue t cnfigure Cntent level cnflict reslutin. Merge cmbines the cnfiguratin f the surce and destinatin cntainer. Fr the cntent in the surce cntainer, cntinue t cnfigure Cntent level cnflict reslutin. 189

190 Cntent level cnflict reslutin Set the cnflict reslutin f the item/dcument level. There are tw reslutins. Skip ignres the surce item/dcument that has the same Exchange ID as the destinatin item/dcument. Overwrite cpies the surce item/dcument t the destinatin by verwriting the destinatin item/dcument with same Exchange ID. Fr mre infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Prfile Selectin Specify the main prfile cnfigured by Prfile Manager. Migratin Database Chse whether r nt t use the specified migratin database t stre the jb data. If yu have nt set up a migratin database, yu can click the Migratin Database link t create a new ne. 7. Click Save As New Plan, and then yu are brught t the Save As New Plan interface. Cnfigure the fllwing settings t build up a migratin plan. Plan Name Enter the plan name and the ptinal descriptin fr future reference. Prfile Selectin Select a previusly-created main prfile frm the drp-dwn menu. Schedule Selectin Specify the schedule t start the migratin jb. N schedule Select this ptin t run the plan manually. Cnfigure the schedule myself Select this ptin and the Schedule Settings sectin appears under Schedule Selectin. Click Add Schedule and the Add Schedule interface pps up. Cnfigure the fllwing settings and then click OK t save the cnfiguratin f schedule. Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t migrate all cntents frm the surce nde t the destinatin nde. Chse Incremental migratin t migrate the changed cntent in the surce nde since the last migratin jb. Cnflict Reslutin If the Exchange public flder bject name/id in the surce nde is the same as an existing bject in the destinatin nde, it is cnsidered a cnflict. Cntainer level cnflict reslutin Set the cnflict reslutin n list and flder level. There are tw reslutins: Skip ignres the surce cntainer that has the same name as d nt select the Check lwer bjects checkbx, the cntent will be als ignred. If yu select the Check lwer bjects checkbx, cntinue t cnfigure Cntent level cnflict reslutin. Merge cmbines the cnfiguratin f the surce and destinatin cntainer. Fr the cntent in the surce cntainer, cntinue t cnfigure Cntent level cnflict reslutin. 190

191 Cntent level cnflict reslutin Set the cnflict reslutin f the item/dcument level. There are tw reslutins. Skip ignres the surce item/dcument that has the same Exchange ID as the destinatin item/dcument. Overwrite cpies the surce item/dcument t the destinatin by verwriting the destinatin item/dcument with same Exchange ID. Fr mre infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and the Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. Schedule ending Designate when t stp the scheduled jb. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. Click OK n the ribbn t save the schedule setting cnfiguratins. Click Cancel n the ribbn t return t the Plan setting interface withut saving any changes. Repeat the cnfiguratins abve t create mre schedules. Click Calendar View t preview the cnfigured schedule in a calendar. Yu can delete a cnfigured schedule by clicking next t the schedule. Ntificatin Select a previusly-cnfigured ntificatin prfile frm the drp-dwn list, r click New Ntificatin Prfile in the drp-dwn list t create a new ne. Fr details n creating a ntificatin prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. 191

192 Migratin Database Allws yu t specify migratin database t stre detailed jb infrmatin in SQL Server fr each farm. Fr the detailed infrmatin abut the migratin database, refer t Cnfiguring Migratin Databases. Click Save t save the plan yu have cnfigured, and then yu are brught t the Plan Manager interface. Fr the detailed infrmatin, refer t Managing Plans. Click Save and run nw t save the plan yu have cnfigured, and then yu are brught t the Run Nw interface. Refer t the sectins belw fr detailed instructins: Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t migrate all cntents frm the surce nde t the destinatin nde. Chse Incremental migratin t migrate the changed cntent in the surce nde since the last migratin jb. Cnflict Reslutin If the Exchange public flder bject name/id in the surce nde is the same as an existing bject in the destinatin nde, it is cnsidered a cnflict. Cntainer level cnflict reslutin Set the cnflict reslutin n list and flder level. There are tw reslutins: Skip ignres the surce cntainer that has the same name as the destinatin ne. Fr the cntent in the surce cntainer, if yu d nt select the Check lwer bjects checkbx, the cntent will be als ignred. If yu select the Check lwer bjects checkbx, cntinue t cnfigure the Cntent level cnflict reslutin. Merge cmbines the cnfiguratin f the surce and destinatin cntainer. Fr the cntent in the surce cntainer, cntinue t cnfigure Cntent level cnflict reslutin. Cntent level cnflict reslutin Set the cnflict reslutin f the item/dcument level. There are tw reslutins. Skip ignres the surce item/dcument that has the same Exchange ID as the destinatin item/dcument. Overwrite cpies the surce item/dcument t the destinatin by verwriting the destinatin item/dcument with same Exchange ID. Fr mre infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. 8. Click OK t run the jb immediately, Click Cancel t g t the Plan Manager interface where the recently saved plan has been listed in the table. 192

193 Supprted List/Library fr Different Exchange Flder Types When selecting the surce flder nde, if yu select the site nde in the destinatin, the newly created list/library will use the template that yu cnfigured in Flder Mapping. When selecting the surce flder nde, if yu select the list/library nde in the destinatin, nly the list/library using the particular template is supprted. If the destinatin list/library nde yu selected is nt cmpatible, there will be a message at the bttm. Accrding t the Exchange Prperty Type yu selected, each flder type can be supprted by the specific list/library templates. Refer t the table belw t view details. Exchange Prperty Type Exchange Flder Type Supprted List/Library WebDAV urn:cntent-classes:flder Dcument Library Discussin Bard Generic List Annuncements urn:cntent-classes:mailflder Dcument Library Discussin Bard Generic List Annuncements urn:cntent-classes:calendarflder Event urn:cntent-classes:cntactflder Cntacts urn:cntent-classes:taskflder Tasks urn:cntent-classes:jurnalflder Generic List Dcument Library urn:cntent-classes:nteflder Generic List Web Services IPF Dcument Library Discussin Bard Generic List Annuncements IPF.Nte Dcument Library Discussin Bard Generic List Annuncements IPF.Appintment Event IPF.Cntact Cntacts IPF.Task Tasks IPF.Jurnal Generic List Dcument Library IPF.StickyNte IPF.Nte.InfPathFrm Generic List Dcument Library Discussin Bard Generic List 193

194 Exchange Prperty Type Exchange Flder Type Supprted List/Library Annuncements If the surce flder nde cntains different types f flders, then the flder (whse type is different frm the surce flder) will be migrated t the newly created list/library. The newly created list/library will be named by the flder s full path, and in the newly created list/library, a new item/dcument will be created cntaining the link infrmatin t access the lcatin f the migrated surce flder in the destinatin. 194

195 Managing Sub-prfiles Refer the infrmatin belw t manage an existing sub-prfile. Editing an Existing Sub-prfile Select an existing sub-prfile frm the Sub-Prfile drp-dwn list. Click Edit Sub-prfile in the Sub-prfile Management grup t edit the sub-prfile settings. Click Save in the Sub-prfile Management grup t save the sub-prfile settings. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace the existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Deleting an Existing Sub-prfile Select an existing sub-prfile frm the Sub-Prfile drp-dwn list. Click Delete in the Prfile/Sub-prfile Management grup t delete the sub-prfile, r directly click Delete next t the sub-prfile name in the drp-dwn list. Nte that the default sub-prfile and the sub-prfile used in the main prfile cannt be deleted. Uplading a Previusly-cnfigured Sub-prfile In the Create Prfile interface, click Migratin Optins r Mapping Optins n the left panel. Click Edit Sub-prfile t make the Migratin Optins field active. Click Uplad in the Sub-prfile Management grup. Select a previusly-created sub-prfile and click Open t uplad it. If a sub-prfile having the same name exists in DcAve, yu have tw ptins: Uplad as a new prfile Uplad the sub-prfile and name the upladed sub-prfile by adding a suffix, fr example, subprfile_1. Overwrite current prfile Replace the existing sub-prfile. The Default Mappings subprfile and the Default Migratin Optins prfile sub-prfile cannt be verwritten. Dwnlading an Existing Sub-prfile In the Create Prfile interface, click Migratin Optins r Mapping Optins n the left-hand panel. Select an existing sub-prfile and click Edit Sub-prfile in the Sub-prfile Management grup. Click Dwnlad in the Sub-prfile Management grup t save the sub-prfile t the lcal disk. 195

196 Managing Plans Fr the migratin plans created by different mdules, yu can use Plan Manager t manage them. After launching the migratin mdule, click Plan Manager next t the Hme tab. In the Plan Manager interface, any plans that yu have previusly created are displayed in the main display pane. In this interface, yu can change the number f plans displayed per page. T change the number f plans displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the plans, click the clumn heading such as Plan Name, and Plan ID. Custmize hw these plans are displayed in a number f different ways: Search Allws yu t filter the plans t be displayed by the keywrd entered in the Input Keywrd text bx (the keywrd is nt case sensitive). The keywrd must be cntained in a clumn value. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the plans in all f the pages whse clumn cntains the keywrds will be displayed; while Search current page means that nly the plans in the current page whse clumn cntains the keywrds will be displayed. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the appeared icn, and then the clumn is hidden. Perfrm the fllwing actins in the Plan Manager interface: View Details Select a plan and click View Details. The surce nde and the destinatin nde are displayed n the data tree. Yu can als click Settings n the ribbn t view the migratin settings f this plan. When yu want t change the ndes yu selected r want t mdify the migratin settings, click Edit n the ribbn. Edit Select a plan and click Edit n the ribbn t change the cnfiguratins fr the selected plan. Yu can change the ndes yu selected and mdify the migratin settings. Besides, yu can click Create Prfile r Create Cntainer t perfrming the crrespnding actins. Delete Select the plans that yu want t delete and click Delete n the ribbn. A cnfirmatin windw will pp up and ask whether yu are sure that yu want t prceed with the deletin. Click OK t delete the selected plans, r click Cancel t return t the Plan Manager interface withut deleting the selected plans. Test Run Click Test Run t perfrm a test run jb that simulates the real migratin jb. By viewing the jb reprt f the test run, yu can find whether the surce cntents can be migrated t the destinatin successfully, and then adjust the plans r ptimize the settings. Run Click Run t perfrm the migratin jb. 196

197 Generate Excel When selecting a file system migratin plan, yu can click Generate Excel t generate the Excel file t custmize yur wn metadata file. Fr details f using the generated Excel file, refer t Metadata Excel File. 197

198 Migratr Tls Sme tls are prvided with the Migratr mdule. Refer t the DcAve 6 Supplementary Tls User Guide fr instructins n using these tls. File System Migratr Tl This tl is used t test the cnnectin t the Net Share path, explre the file infrmatin f permissins and prperties, run a test migratin jb t scan the surce data, and cnfigure the dmain mapping, grup mapping, and user mapping which can be used during File System migratin. Exchange Public Flder Migratr Tl This tl is used t scan surce cntents selected fr migratin and generate the custmized reprt t view the desired infrmatin. Ltus Ntes Migratr Tl This tl is used t test the Net Share path, cnfigure the Ltus Ntes cnnectin, the cntent type mapping, the user mapping, and the InfPath mapping, analyze the database, and generate the reprt. erm Migratr Tl This tl is used t scan the surce cntents selected fr migratin and generate the reprt t view the infrmatin f the scanned cntents. Besides, yu can cnfigure the dmain mapping, user mapping, and grup mapping, which can be used during erm migratin. Livelink Tl This tl is used t scan the surce cntents selected fr migratin and view the infrmatin f the scanned cntents. Besides, yu can cnfigure the dmain mapping and user mapping, which can be used during Livelink migratin. 198

199 Accessing Migratins Ht Key Mde In rder t wrk faster and imprve yur prductivity, DcAve supprts Ht Key mde fr yu t perfrm crrespnding actins quickly by nly using keybard. T access Ht Key mde, in DcAve interface, use the key cmbinatins f Ctrl +Alt + Z n the keybard, and then press 1 t direct t the prducts pane, T access the Migratin prducts, press M. The fllwing is a list f ht keys fr the tp level. Using the ht key listed belw t access t the crrespnding prduct interface. Fr example, cntinue pressing F, yu will be brught t the File System Migratin Interface. SharePint Migratin File System Migratin Ltus Ntes Migratin erm Migratin Livelink Migratin Exchange Public Flder Migratin Functinality Name and Ht Key SM F N E L P File System Migratin T access Ht Key mde, in the File System Migratin interface, use the key cmbinatins f Ctrl +Alt + Z n the keybard. The fllwing is a list f ht keys fr the tp level, each time yu want t g back t the tp level after accessing the interface f lwer level, press Ctrl+Alt+Z n the keybard. Fr example, cntinue pressing H, yu are brught t the Hme tab. Operatin Interface Ht Key Hme H Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 Accunt Infrmatin 9 Help and Abut 0 199

200 Hme Page T access the Hme page by using ht keys, in the File System Migratin interface, use key cmbinatin f Ctrl + Alt + Z t access the Ht Key mde, and then press H n the keybard t enter the Hme page. The fllwing is a list f ht keys fr functinalities n the ribbn f the Hme page. Fr example, cntinue pressing O, yu are brught yu the Online Migratin. File System Migratin Online Migratin Create Prfile Cnfigure Cnnectin Migratin Database Jb Mnitr Functinality Name and Ht Key F O CP CF MD J File System Online Migratin Functinality Name and Ht Key Online Migratin O Create Cntainer CC OK O Cancel C Create Prfile CP Cnfigure Cnnectin CF Migratin Database MD Jb Mnitr J Save As New A Save S Save SA Plan Save and Run Nw SR Cancel C Run Nw R Create Prfile Functinality Name and Ht Key Filter Plicy F Create N OK O Back B Edit E OK O Back B Delete D Clse X Mappings M Dmain Mapping DO User Mapping U Grup Mapping G Permissin Mapping P 200

201 Functinality Name and Ht Key Dynamic Mapping DY Set as Default DF Edit Sub-prfile ES Uplad U Dwnlad DL New N Delete DE Save S Save S Save as A Cancel C Clse X Cnfigure Cnnectin Functinality Name and Ht Key Create N OK O Cancel C View Details V Edit E OK O Cancel C Clse X Edit E OK O Cancel C Delete D Clse X Migratin Database Functinality Name and Ht Key Cnfigure C OK O Cancel C Clse X Plan Manager T access the Plan Manager page by using ht keys, in the Ltus Ntes Migratin interface, use key cmbinatins f Ctrl + Alt + Z t access the Ht Key mde, and then press P n the keybard t enter the Plan Manager page. Fr example, cntinue pressing V, yu are brught t the View Details interface. Functinality Name and Ht Key View Details V Surce & Destinatin SD Settings SE Edit E 201

202 Functinality Name and Ht Key Clse X Edit E Surce SD Destinatin Settings SE Save SA Save SA Save As A Save SR and Run Nw Cancel C Clse X Edit E Surce & SD Create CC OK O Destinatin Cntainer Cancel C Save SA Save SA Save As A Save SR and Run Nw Cancel C Settings SE Save SA Save SA Save As A Save SR and Run Nw Cancel C Delete D Test Run TR OK O Cancel C Run Nw R OK O Cancel C Generate Excel G 202

203 SharePint Migratin In rder t wrk faster and imprve yur prductivity, DcAve supprts Ht Key mde fr yu t perfrm crrespnding actins quickly by nly using keybard. T access Ht Key mde, in the SharePint Migratin interface, use the key cmbinatins f Ctrl +Alt + Z n the keybard. The fllwing is a list f ht keys fr the tp level, each time yu want t g back t the tp level after accessing the interface f lwer level, press Ctrl+Alt+Z n the keybard. Fr example, cntinue pressing H, yu are brught t the Hme tab. Operatin Interface Ht Key Hme H Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 Hme Page SharePint Migratin Online Migratin Exprt Imprt New Plan Create Cntainer Preview Create Prfile Migratin Database Strage Plicy Jb Mnitr Functinality Name and Ht Key SM O EX I N CC P CP MD SP J SharePint Online Migratin Online Migratin New Plan Preview Create Prfile O N P CP Functinality Name and Ht Key 203

204 Functinality Name and Ht Key Migratin Database MD Strage Plicy SP Jb Mnitr J Save As New Plan A Save S Save S Save and Run Nw R Cancel C Run Nw R Create Prfile Functinality Name and Ht Key Online Prfile OP Exprt Prfile EP Imprt Prfile IP Uplad Prfile UP Dwnlad Prfile LP Set as Default F New N Delete D Save S Save S Save as A Cancel C Clse X Migratin Database Functinality Name and Ht Key Cnfigure C OK C Cancel X Clse X Plan Manager Page T access the Plan Manager page by using ht keys, in the SharePint Migratin interface, use key cmbinatins f Ctrl+Alt+Z t access the Ht Key mde, and then press P n the keybard t enter the Hme page. The fllwing is a list f ht keys fr the functinalities n the ribbn f the Plan Manager page. Fr example, cntinue pressing V, yu are brught t the View Details interface. 204

205 Functinality Name and Ht Key View Details V Surce &Destinatin D Settings T Edit E Clse X Edit E Create Cntainer R Save S Save S Save As A Save and Run Nw R Cancel C Delete D Test Run T Run Nw R Exchange Public Flder Migratin T access Ht Key mde, in the Exchange Public Flder Migratin interface, use the key cmbinatins f Ctrl +Alt + Z n the keybard. The fllwing is a list f ht keys fr the tp level, each time yu want t g back t the tp level after accessing the interface f lwer level, press Ctrl+Alt+Z n the keybard. Fr example, cntinue pressing H, yu are brught t the Hme tab. Operatin Interface Ht Key Hme H Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 User 9 Help and Abut infrmatin 0 Hme Page T access the Hme tab by using ht keys, in the Exchange Public Flder Migratin interface, use key cmbinatins f Ctrl+Alt+Z t access the Ht Key mde, and then press H n the keybard t enter the Backup tab. The fllwing is a list f ht keys fr the functinalities n the ribbn f the Hme tab. Fr example, cntinue pressing O, yu are brught t the Online Migratin. 205

206 Exchange Public Flder Migratin Online Migratin Create Prfile Cnfigure Cnnectin Migratin Database Jb Mnitr Functinality Name and Ht Key F O CP CF MD J Online Migratin Online Migratin New Plan Select Surce Create Prfile Cnfigure Cnnectin Migratin Database Jb Mnitr Save As New Plan Run Nw Functinality Name and Ht Key O N SS CP CF MD J A R Create Prfile Functinality Name and Ht Key Filter Plicy F Create N OK O Back B Edit E OK O Back B Delete D Clse X Mappings M Dmain Mapping D User Mapping U Grup Mapping G Permissin Mapping P Set as Default SD Edit Sub-prfile ES Uplad UP Dwnlad DL New N Delete D Save S Save S Save as A Cancel C Clse X 206

207 Cnfigure Cnnectin Functinality Name and Ht Key Create N OK O Cancel C View Details V Edit E OK O Cancel C Clse X Edit E OK O Cancel C Delete D Clse X Migratin Database Functinality Name and Ht Key Cnfigure C OK O Cancel C Clse X Plan Manager Page T access the Plan Manager page by using ht keys, in the Exchange Public Flder Migratin interface, use key cmbinatins f Ctrl+Alt+Z t access the Ht Key mde, and then press P n the keybard t enter the Plan Manager page. The fllwing is a list f ht keys fr the functinalities n the ribbn f the Plan Manager page. Fr example, cntinue pressing V, yu are brught t the View Details interface. Functinality Name and Ht Key View Details V SD Surce&Destinatin SE Settings Edit E Save S Save and Run Nw R Save S Save As A Cancel C Clse X Edit E SD Surce&Destinatin SE Settings P Create Prfile Save SA Save and Run Nw SR Save S Save As A 207

208 Functinality Name and Ht Key Cancel C Delete D Test Run TR OK O Cancel C Run Nw R OK O Cancel C Generate Excel G Ltus Ntes Migratin T access Ht Key mde, in Ltus Ntes Migratin interface, use the key cmbinatins f Ctrl + Alt + Z n the keybard. The fllwing is a list f ht keys fr the tp level, each time yu want t g back t the tp level after accessing the interface f lwer level, press Ctrl + Alt +Z n the keybard. Fr example, cntinue pressing H, yu are brught t Ltus Ntes Migratin Hme Page. Operatin Interface Ht Key Ltus Ntes Migratin Hme Page H Ltus Ntes Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 Accunt Infrmatin 9 Help and Abut 0 Hme Page T access the Hme page by using ht keys, in the Ltus Ntes Migratin interface, use key cmbinatin f Ctrl + Alt + Z t access the Ht Key mde, and then press H n the keybard t enter the Hme page. The fllwing is a list f ht keys fr functinalities n the ribbn f the Hme page. Fr example, cntinue pressing O, yu are brught yu the Online Migratin. Online Migratin Exprt Imprt Create Prfile Functinality Name and Ht Key O E I CP 208

209 Cnfigure Cnnectin Migratin Database Jb Mnitr Functinality Name and Ht Key CF MD J Migratin Database Functinality Name and Ht Key Cnfigure C OK C Cancel X Clse X Cnfigure Cnnectin Functinality Name and Ht Key Create N OK O Cancel C View Details V Edit E Clse X Edit E OK O Cancel C Delete D Clse X Create Prfile Functinality Name and Ht Key Online Mde O Exprt Mde EX Imprt Mde I Filter Plicy F Create N OK O Back B Edit E OK O Back B Delete D Clse X Mappings M User Mapping U Grup Mapping G Permissin P Create N Mapping View Details V Edit E Delete D Manage M 209

210 Functinality Name and Ht Key Set as Default DF Edit Sub-prfile ES New N Delete DE Save S Save S Save As A Cancel C Clse X SharePint Permissin Level Clse X Online Migratin Functinality Name and Ht Key New Plan N Select Surce SS OK O Cancel C Create Cntainer CC OK O Cancel C Save As New Plan A Save S Save SA Save and Run SR Nw Cancel C Run Nw R OK O Cancel C Change Surce SS OK O Cancel C Exprt Functinality Name and Ht Key Select Surce SS Exprt SL Exprt Mde P Create N OK O Lcatin Cancel C View V Edit E Details Clse X Edit E OK O Cancel C Delete D Clse X Save As New A Save S Save SA 210

211 Plan New Plan N Functinality Name and Ht Key Save and Run Nw SR Imprt Exprt Lcatin Save As New Plan New Plan Functinality Name and Ht Key SL Imprt Mde I Create N OK O Cancel C View V Edit E Details Clse X Edit E OK O Cancel C Delete D Clse X A Save S Save SA Save and SR Run Nw N Plan Manager Page T access the Plan Manager page by using ht keys, in the Ltus Ntes Migratin interface, use key cmbinatins f Ctrl + Alt + Z t access the Ht Key mde, and then press P n the keybard t enter the Plan Manager page. Fr example, cntinue pressing V, yu are brught t the View Details interface. Functinality Name and Ht Key View Details V Surce & Destinatin SD Settings SE Edit E Clse X Edit E Surce & SD Destinatin Settings SE Save SA Save SA Save As A Save SR and Run Nw Cancel X Edit E Surce & SD Create CC OK O Destinatin Cntainer Cancel C 211

212 Functinality Name and Ht Key Save SA Save SA Save As A Save SR and Run Nw Cancel X Settings SE Save SA Save SA Save As A Save SR and Run Nw Cancel X Delete D Test Run TR OK O Cancel C Run Nw R OK O Cancel C erm Migratr T access Ht Key mde, in the erm Migratin interface, use the key cmbinatins f Ctrl +Alt + Z n the keybard. The fllwing is a list f ht keys fr the tp level, each time yu want t g back t the tp level after accessing the interface f lwer level, press Ctrl+Alt+Z n the keybard. Fr example, cntinue pressing H, yu are brught t the Hme tab. Operatin Interface Ht Key erm Migratr Hme Page H erm Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 Accunt Infrmatin 9 Help and Abut 0 Hme Page T access the Hme tab by using ht keys, in the erm Migratin interface, use key cmbinatins f Ctrl+Alt+Z t access the Ht Key mde, and then press H n the keybard t enter the Hme tab. The fllwing is a list f ht keys fr the functinalities n the ribbn f the Hme tab. 212

213 Fr example, cntinue pressing O, yu are brught t the Online Migratin. Functinality Name and Ht Key erm Migratin F Online Migratin O Exprt E Imprt I New Plan N Create Prfile CP Migratin Database MD Cnfigure C OK O Cancel C Clse X Jb Mnitr J Create Prfile Page On the Hme tab, cntinue pressing CP, yu are brught t the Create Prfile page. The fllwing is a list f ht keys fr the functinalities n the ribbn f the Create Prfile tab. Functinality Name and Ht Key Online Mde O Exprt Mde Ex Imprt Mde I Filter Plicy F Create N Edit E Delete D Clse X Mappings M Dmain Mapping DO User Mapping U Grup Mapping G Set as Default DF Edit Sub-prfile ES Uplad U Dwnlad DL New N Delete DE Save S Save S Save As A Cancel C Clse X 213

214 Plan Manager Page T access the Plan Manager tab by using ht keys, in the erm Migratin interface, use key cmbinatins f Ctrl+Alt+Z t access the Ht Key mde, and then press P n the keybard t enter the Plan Manager tab. The fllwing is a list f ht keys fr the functinalities n the ribbn f the Plan Manager tab. Fr example, cntinue pressing O, yu are brught t the Online Migratin. Functinality Name and Ht Key View Details V Surce & Destinatin SD Settings SE Edit E Clse X Edit E Surce SD Destinatin Settings SE Save SA Save SA Clse Edit E Surce & Destinatin Delete D Test Run TR OK O Cancel C Run Nw R OK O Cancel C Livelink Migratin SD Save As Save and Run Nw A SR Cancel X X Create CC OK O Cntainer Cancel C Save SA Save SA Save As A Save SR and Run Nw Settings SE Save SA Save SA Save As A Save and Run Nw SR In rder t wrk faster and imprve yur prductivity, DcAve supprts Ht Key mde fr yu t perfrm crrespnding actins quickly by nly using keybard. 214

215 T access Ht Key mde, in the Livelink Migratin interface, use the key cmbinatins f Ctrl +Alt + Z n the keybard. The fllwing is a list f ht keys fr the tp level, each time yu want t g back t the tp level after accessing the interface f lwer level, press Ctrl+Alt+Z n the keybard. Fr example, cntinue pressing H, yu are brught t the Hme tab. Operatin Interface Ht Key Hme H Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 Hme Page Functinality Livelink Migratin Online Migratin Exprt Imprt New Plan Create Cntainer Create Prfile Cnfigure Cnnectin Migratin Database Strage Cnfiguratin Exprt Lcatin Jb Mnitr Ht Key F O E I N CC CP CF MD SC SL J Migratin Database Functinality Name and Ht Key Cnfigure C OK C Cancel X Clse X 215

216 Cnfigure Cnnectin Functinality Name and Ht Key Create N OK O Cancel C View Details V Edit E Clse X Edit E OK O Cancel C Delete D Clse X Livelink Migratin Functinality Name and Ht Key Online Migratin O New Plan N Create Cntainer CC Create Prfile CP Cnfigure Cnnectin CF Migratin Database MD Strage Cnfiguratin SC Exprt Lcatin SL Jb Mnitr J Save As New Plan A Save S Save S Save and Run Nw R Cancel C Run Nw R Create Prfile Functinality Name and Ht Key Online Mde O Exprt Mde EX Imprt Mde I Uplad Prfile U Dwnlad Prfile DL Set as Default DF New N Delete DE Save S Save S Save as A Cancel C Clse X 216

217 Plan Manager Page T access the Plan Manager page by using ht keys, in the Livelink Migratin interface, use key cmbinatins f Ctrl+Alt+Z t access the Ht Key mde, and then press P n the keybard t enter the Hme page. The fllwing is a list f ht keys fr the functinalities n the ribbn f the Plan Manager page. Fr example, cntinue pressing V, yu are brught t the View Details interface. Functinality Name and Ht Key View Details V Surce &Destinatin D Settings T Edit E Clse X Edit E Create Cntainer R Save S Save S Save As A Save and Run Nw R Cancel C Delete D Test Run T Run Nw R 217

218 Appendix A: Migratin Database fr File System Migratr, SharePint Migratr, Livelink Migratr and Exchange Public Flder Migratr Refer t the fllwing tables t view the detailed jb infrmatin stred in the migratin database. In Jb Detail, yu can view the jb details f each migrated surce bject, the surce/destinatin bject ID, the URL f the surce/destinatin bject, the size f the surce bject, the wner f the surce/destinatin bject, the migratin start time, the end time, and s n. In Jb Ntificatin, yu can view the status f the migratin jb and view the cmment related t the migratin jb. In Jb Statistic, yu can view the statistical infrmatin f the migratin jb, such as, the jb ID, the plan ID, the surce/destinatin start time, the surce/destinatin end time, the surce/destinatin Agent name, the number f migrated/failed/skipped items/flders/lists, and s n. Jb Detail View the infrmatin f the jb details in the table belw. Clumn Name Descriptin Value JbId It is the ID f the jb. The prefix f the jb ID facilitates the distinctin f different migratins. FM It means the jb ID is fr File System migratin. MD It means the jb ID is fr SharePint migratin. LL It means the jb ID is fr Livelink migratin. EPF It means the jb ID is fr Exchange Public Flder migratin. Fr example, FM , it indicates a File System migratin jb ID. SequenceId It is the sequence ID f each migrated surce bject. The value represents the sequence f each migrated surce bject. Fr example, 1, it indicates that this surce bject is the first migrated bject. 218

219 Clumn Name Descriptin Value SurceObjectId It is the ID f the surce bject. The value is the ID f the surce bject. Fr File System migratin, the clumn value is blank. SurceObjectParentID It is designed fr DcAve The value is blank. TargetObjectId TargetObjectParentID SurceFullUrl TargetFullURL SurceObjectTitle TargetObjectTitle SurceObjectType TargetObjectType 6.2. It is the ID f the target bject. It is designed fr DcAve 6.2. It is the full URL f the surce bject. It is the full URL f the target bject. It is the title f the surce bject. It is the title f the target bject. It is the type f the surce bject. It is the type f the target bject. The value is the GUID f each target bject level frm site cllectin level t item level. Fr example, 08e90aee-c8d8-474b c1250a32b94d is the GUID f the target list. Fr Web applicatin level, the value displayed is The value is blank. The value is the full URL f the surce bject. Use the value t find the surce bject. The value is the full URL f the target bject. Use the full URL t find the target bject. If the surce bject is nt migrated t the target, the clumn value is blank. The value is the title f the surce bject. The value is the title f the target bject. The value represents the type f the surce bject, which is different accrding t the surce yu selected. Refer t Object Type fr mre infrmatin. The value represents the type f the target bject Web Applicatin Site Cllectin Site Library List Flder Dcument 219

220 Clumn Name Descriptin Value Item Attachment SurceObjectSizeBytes TargetObjectSizeBytes SurceObjectOwner TargetObjectOwner SurceObjectVersin TargetObjectVersin Operatin It is the size f the surce bject. The unit is byte. It is the size f the target bject. The unit is byte. It is the wner f the surce bject. It is the wner f the target bject. It is the versin f the surce bject. It is the versin f the target bject. It is the peratin perfrmed fr each surce bject during migratin. Fr the item and list in Livelink migratin, the value is always 50. Fr ther migratins, the value is the real size f the surce bject. The value is the size f the target bject. In Livelink migratin, the value represents the wner f the surce bject. In ther migratins, the value represents the user wh creates the surce bject. In Livelink migratin, the value represents the wner f the surce bject. In ther migratins, the value represents the user wh creates the surce bject. The value represents the versin infrmatin f the surce bject. Fr Exchange Public Flder migratin and File System migratin, the clumn value is blank. The value represents the versin infrmatin f the target bject. Fr Exchange Public Flder migratin, the clumn value is blank. The value represents the peratin perfrmed when migrating the surce bject t the target. 0 Nne 1 Skipped 2 New Created 3 Overwritten 4 Appended 5 Filtered 6 Cllapsed 7 Merge 220

221 Clumn Name Descriptin Value Status It is the migratin status f the surce bject. The value represents the status f the jb. 0 Starting StartTime EndTime MetadataTransExceptin MetadataTransMessages FilteredOutPlicy TruncatedPlicy TruncatedOrRenamedAs CustmMetadata It is the time when the backup starts. It is the time when the restre cmpletes. It is designed fr DcAve 6.2. It is designed fr DcAve 6.2. It is the status f using filter plicy. It is the truncated plicy that is applied t the surce bject. It is the new name f the bject in the target. It is the status f using custm metadata. 1 Successful 2 Backup Failed 3 Restre Failed 4 Filtered Out 5 Skipped The value represents the time when the backup starts. The value represents the time when the restre cmpletes. The value represents the status f using filter plicy. 0 Nt Used 1 Used The value represents the truncated plicy that is applied t the surce bject. Nne N truncated plicy. Truncated The bject name is truncated. Renamed The bject name is renamed. MveUp The bject is mved up t the higher level. The value is the new name f the bject in the target after truncating r renaming. The value represents the status f using custm metadata. 0 Nt Used 221

222 Clumn Name Descriptin Value 1 Used MetadataMapping Message It is the statues f using JavaScript Mapping. It displays the migratin message f the surce bject. This clumn is nly used by SharePint Migratr. Fr ther migratrs, the default value is false. The value represents the status f using JavaScript Mapping. 0 Nt Used 1 Used The value is the migratin message f the surce bject. Jb Ntificatin View the infrmatin f the jb ntificatins in the table belw. Clumn Name Descriptin Value SequenceId It is the ID f the sequence fr each jb. The value represents the sequence f each jb. Fr example, 1, it indicates that this jb is the first migratin jb. JbId It is the ID f the jb. The prefix f the jb ID facilitates the distinctin f different migratins. FM It means the jb ID is fr File System migratin. DM It means the jb ID is fr SharePint migratin. LL It means the jb ID is fr Livelink migratin. EPF It means the jb ID is fr Exchange Public Flder migratin. Fr example, FM , it indicates a File System migratin jb ID. 222

223 Clumn Name Descriptin Value Status It is the status f the jb. The value represents the status f the jb. 0 In Prgress 2 Finished 3 Failed 4 Stpped 7 Finished With Exceptin Message It displays the jb cmment. The value displayed is the same as the cmment in Statistics f Jb Details. Jb Statistic View the infrmatin f the jb statistics in the table belw. Clumn Name Descriptin Value JbId It is the ID f the jb. The prefix f the jb ID facilitates the distinctin f different migratins. FM It means the jb ID is fr File System migratin. DM It means the jb ID is fr SharePint migratin. LL It means the jb ID is fr Livelink migratin. PF It means the jb ID is fr Exchange Public Flder migratin. Fr example, FM , it indicates a File System migratin jb ID. PlanId It is the ID f the plan. The value is the plan ID, fr example, PLAN

224 Clumn Name Descriptin Value PlanName It is the name f the plan. The value is the plan name. If yu run a jb withut saving it as a plan, the value is Instance Plan. PlanGrupId It is the ID f the plan grup. The value is the ID f the plan grup that yu set fr the plan. PlanGrupName It is the name f the plan grup. The value is the name f the plan grup that yu set fr the plan. SurceAgentType It is the surce Agent type. The value represents the surce Agent type. 1 File System 2 Livelink 3 Exchange Public Flder, 4 SharePint SharePint SharePint 2013 TargetAgentType It is the target Agent type. The value represents the target Agent type. 4 SharePint SharePint SharePint 2013 SurceAgentName It is the surce Agent name. The value is the surce Agent name. TargetAgentName It is the target Agent name. The value is the target Agent name. Status It is the status f the jb. The value represents the status f the jb. 0 In Prgress 2 Finished 3 Failed 4 Stpped 7 Finished With Exceptin Run Type It is the type f the jb. The value represents the type f the jb. 0 Run 1 Test Run 224

225 Clumn Name Descriptin Value SurceStartTime It is the time when the backup starts. The value represents the time when the backup starts. SurceFinishTime It is the time when the backup cmpletes. The value represents the time when the backup cmpletes. TargetStartTime It is the time when the restre starts. The value represents the time when the restre starts. TargetFinishTime It is the time when the restre cmpletes. The value represents the time when the restre cmpletes. Descriptin It is the descriptin f the jb. The value is the descriptin f the jb. UserName It is the DcAve user wh runs the jb. The value is the username wh runs the jb. JbOptin It is the ptin f the jb. Fr SharePint migratin, the value represents the ptin f the jb. 0 Merge 1 Attach Fr ther migratins, the value is 0. JbType It is the type f the jb. The value represents the type f the jb. 0 Full Migratin CntainerCnflictReslutin It is the cntainer cnflict reslutin. 1 Incremental Migratin The value represents the reslutin f cntainer cnflict. 0 Skip 1 Nt Overwrite 2 Append 3 Overwrite 4 Replace 5 Merge 6 Overwrite By Last Mdified Time 7 Append With Suffix 8 Append A New Versin 225

226 Clumn Name Descriptin Value CntentCnflictReslutin It is the cntent cnflict reslutin. The value represents the reslutin f cntent cnflict. 0 Skip MigratedBytes FailedBytes SkipedBytes FilteredBytes MigratedSiteCllectinCunt MigratedSiteCunt MigratedListCunt MigratedFlderCunt MigratedItemCunt FailedSiteCllectinCunt FailedSiteCunt FailedListCunt FailedFlderCunt It is the size f the migrated data. The unit is byte. It is the size f the data that are failed t be migrated. The unit is byte. It is the size f the skipped data. The unit is byte. It is the size f the data that is filtered ut. The unit is byte. It is the number f migrated site cllectins. It is the number f the migrated sites. It is the number f the migrated lists. It is the number f migrated flders. It is the number f migrated items. It is the number f site cllectins that are failed t be migrated. It is the number f the sites that are failed t be migrated. It is the number f the lists that are failed t be migrated. It is the number f the flders that are failed t be migrated. 1 Nt Overwrite 2 Append 3 Overwrite 4 Replace 5 Merge 6 Overwrite By Last Mdified Time 7 Append With Suffix 8 Append A New Versin 226

227 Clumn Name Descriptin Value FailedItemCunt It is the number f the items that are failed t be migrated. SkippedSiteCllectinCunt It is the number f the skipped site cllectins. SkippedSiteCunt It is the number f the skipped sites. SkippedListCunt It is the number f the skipped lists. SkippedFlderCunt It is the number f the skipped flders. SkippedItemCunt It is the number f the skipped items. FilteredOutSiteCllectinCunt It is the number f site cllectins that are filtered ut. FilteredOutSiteCunt It is the number f sites that are filtered ut. FilteredOutListCunt It is the number f lists that are filtered ut. FilteredOutFlderCunt It is the number f flders that are filtered ut. FilteredOutItemCunt It is the number f items that are filtered ut. Object Type Livelink View the infrmatin f the bject type f Livelink in the table belw. Object Type Value FlderSubType 0 ShrtCutSubType 1 GeneratinSubType 2 TpicSubType 130 CategrySubType 131 ReplySubType 134 CmpundDcumentSubType 136 CmpundReleaseSubType 138 CmpundRevisinSubType 139 URLSubType 140 WrkspaceSubType 141 MyWrkspaceSubType 142 DcumentSubType 144 DmainWrkspaceSubType

228 Object Type Value PrjectSubType 202 TaskListSubType 204 TaskGrupSubType 205 TaskSubType 206 ChannelSubType 207 NewsSubType 208 TaskMilestneSubType 212 DiscussinSubType 215 PllSubType 218 XMLDTDSubType 335 AppearanceSubType 480 AppearanceWrkspaceFlderSubType 483 PrjectTemplateSubType 543 CADDcument 736 FlderSubType 751 CntainerSubType 557 WrkflwMapSubType 128 CustmViewSubType 146 WrkflwStatusSubType 190 CllectinSubType 298 LiveReprtSubType 299 PrspectrSubType 384 Prspectr_Snapsht 387 Exchange Public Flder View the infrmatin f the bject type f Exchange Public Flder in the table belw. Object Type Value Flder 106 Item 108 Attachment

229 Appendix B: Custmizatin Supprt Tables Ltus Ntes Migratr Custmizatin Supprt Table The fllwing table shws what kinds f surce nde are supprted t be migrated t the crrespnding destinatin ndes means the migratin is supprted. Migrate T Site Site List Flder Nte What t select when migrating Cllectin What t Migrate Database Database t Site Cllectin: 229

230 Migrate T What t Migrate Site Cllectin Site List Flder Nte What t select when migrating Database t site: Database t List Database t Flder 230

231 Migrate T What t Migrate Site Cllectin Site List Flder Nte What t select when migrating View View t Site Cllectin 231

232 Migrate T What t Migrate Site Cllectin Site List Flder Nte What t select when migrating View t Site: View t List: 232

233 Migrate T What t Migrate Site Cllectin Site List Flder Nte What t select when migrating View t Flder: 233

234 Migrate T What t Migrate Ntes Dcument Site Cllectin Site List Flder Nte What t select when migrating Dcument t List: 234

235 Migrate T What t Migrate Site Cllectin Site List Flder Nte What t select when migrating Dcument t Flder: 235

236 Livelink Migratr Cnfiguratin File DcAve Livelink Migratr has a cnfiguratin file named LivelinkMigratinCnfiguratin.xml allwing yu t custmize sme Livelink settings by mdifying the elements in the cnfiguratin file. This file resides in \AvePint\DcAve6\Agent\data\Migratr\LivelinkMigratr by default. Refer t the table belw fr the functins f each element in LivelinkMigratinCnfiguratin.xml. Nde <SleepTime Value="0" /> <EstimateSizePrgress Flag="false" EstimateValue="5G" /> <MigratePllResultsTList Flag="true" ListName="Pll Results" /> <GetCategryInfFrmDatabase Flag="false" /> 236 Functin Descriptin This nde is used t specify the respnse time fr the Livelink Server, then the jb prgress will stp wrking in an apprpriate time t avid the Liverlink Server being dwn. The default value is 0. This nde is used t specify whether r nt t calculate the size f the items that will be migrated befre starting the migratin jb. False Calculate the size f the items that will be migrated befre starting the migratin jb. false is the default value. True The size f the items that will be migrated will nt be calculated befre running the migratin jb. If this is set t true, yu need t specify a value fr EstimateValue. This is used when yu knw the apprximate size f the items that will be migrated, and then yu can directly specify an estimated size. This can save the time f calculating the item size. This nde is used t specify whether r nt t create the annuncement list in SharePint fr the Pll results. False The annuncement list fr the Pll results will nt be created in SharePint after the migratin jb. True The annuncement list will be created fr the Pll results after the migratin jb. If this is set t true, yu can change the ListName value t custmize the annuncement list name. true is the default value. This nde is used t specify whether t get the categry infrmatin frm Livelink Database. False Get the infrmatin using API. false is the default value. True Get the infrmatin frm Livelink Database. Nt that if this is set t true, yu

237 Nde <MigrateDcumentVersinCategries Flag="false" /> <BackupUsersGrupsWithutPermissin Flag="false" /> <LivelinkIDClumn AddTDefaultView="false" AddTAllCntentTypes="false" /> <CategryAttributeFilters Flag="false"> <CategryAttributeFilter Name="CategryName1"> <Attribute Name="AttributeName" /> </CategryAttributeFilter> <CategryAttributeFilter Name="CategryName2"> Functin Descriptin must cnfigure the Livelink Database Cnnectin in DcAve. This nde is used t specify whether r nt t migrate the categry infrmatin f the Livelink dcument histry versin. False The current dcument versin s categry infrmatin will nt be migrated t SharePint. false is the default value. True The categry infrmatin f the dcument s current and histry versins will be migrated t SharePint. This nde is used t specify whether r nt t migrate all Livelink users r grups t SharePint after the migratin jb. False The wrkspace wn users r grups will be migrated t SharePint. false is the default value. True All the Livelink users r grups will nt be migrated t SharePint. This nde is used t specify whether r nt t add the Livelink ID clumn in the default view, and als used t specify whether r nt t add the Livelink ID clumn in all the cntent types. Value fr AddTDefaultView: The default value is false. False The Livelink ID clumn will nt be added in the default view. True The Livelink ID clumn will be added in the default view. Value fr AddTAllCntentTypes: The default value is false. False The Livelink ID clumn will nt added t all the SharePint cntent types that are used by lists. True The Livelink ID clumn will be added t all the SharePint cntent types that are used by lists. This nde is used t specify whether r nt t filter ut the categry attributes that will nt be migrated t SharePint after the migratin jb. False All f the Livelink categry attributes will be migrated t SharePint after the migratin jb. false is the default value. 237

238 Nde Functin Descriptin <Attribute Name="AttributeName" /> True Yu can specify the attributes that will nt be migrated t SharePint. If this is set t true, then change the CategryAttributeFilter Name value t specify a categry name, and change the Attribute Name value t specify the attribute name. <ClumnFilter Flag="false"> This nde is used t specify whether r nt t filter <Clumn Name="Audit" /> ut the clumns that will nt be migrated t <Clumn Name="References" /> SharePint after the migratin jb. False All f the Livelink clumns will be migrated t SharePint after the migratin jb. false is the default value. True Yu can specify the clumns that will nt be migrated t SharePint. If this is set t true, then change the Clumn Name value t specify the clumn name. Nte that nly the cmmn clumns and the additinal attributes can be filtered ut. The cmmn clumns include the fllwings: Descriptin Audit References Nickname Best Bets Value Best Bets Expiry Owned By < CpyParentRleAssignments Flag="false" /> This nde is used t specify whether r nt t cpy parent permissins after the migratin jb. False The SharePint site, list r item will be remved all the permissins inherited frm the parent, they nly have the surce permissins after the migratin jb. false is the default value. True The SharePint site, list r item will reserve the parent s permissins, they will have the parent s permissins and the surce permissins after the migratin jb. 238

239 erm Migratr Custmizatin Table The fllwing is the custmizatin table f Vault. A means the crrespnding erm bject is supprted t migrate the crrespnding SharePint bject level. Destinatin level Web Applicatin Site Cllectin Site List Nte What t select in the surce What t migrate Cmmunity Facility Rm 239

240 Destinatin level Web Applicatin Site Cllectin Site List Nte What t select in the surce What t migrate List/Flder 240

241 Exchange Public Flder Migratr Custmizatin Supprt Table means the migratin is Supprted at this level and a blank area means the migratin is Nt Supprted at this level. Destinatin Level Site List/Library What t Migrate Level Level Public Flders Nte What t Select in the Surce When Migrating Flder Item 241

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