DocAve 6 Lotus Notes Migrator

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1 DcAve 6 Ltus Ntes Migratr User Guide Service Pack 4 Revisin A Issued May

2 Table f Cntents Table f Cntents... 2 Abut Ltus Ntes Migratr... 5 Cmplementary Prducts... 5 Submitting Dcumentatin Feedback t AvePint... 6 Befre Yu Begin... 7 Cnfiguratins... 7 Agents... 7 Required Permissins... 7 Ltus Ntes Migratr fr SharePint On-Premises... 7 Ltus Ntes Migratr fr SharePint Online... 8 Lcal System Permissins... 9 Frms Based Authenticatin Permissins Migratin Speed Cnsideratins Health Analyzer Getting Started Launching DcAve Ltus Ntes Migratin Pre-migratin Cnfiguratins Cnfiguring Migratin Databases Cnfiguring Ltus Ntes Cnnectins Managing Ltus Ntes Cnnectins Creating and Editing Ltus Ntes Cnnectins Cnfiguring Filter Plicies Creating and Editing Filter Plicies Cnfiguring Mapping Settings User Mapping Grup Mapping Permissin Mapping SharePint Permissin Levels Cnfiguring Dynamic Rules

3 Managing Dynamic Rules Creating and Editing Dynamic Rules Cnfiguring Staging Lcatins (Offline Jbs Only) Managing Staging Lcatin Creating and Editing Staging Lcatins Abut Online Migratins Online Migratin Overview Setting Up a Ltus Ntes Online Migratin Prfile Perfrming a Ltus Ntes Online Migratin Select the Surce and Destinatin Ndes Cnfiguring the Run Nw Interface Cnfiguring the Save As New Plan Interface Ltus Ntes Migratin fr SharePint Online Abut Offline Migratins Offline Migratin Overview Cnfiguring Ltus Nte Offline Migratin Prfiles Setting Up an Exprt Prfile Setting Up an Imprt Prfile Perfrming a Ltus Ntes Offline Migratin Exprting Data Imprting Data Supprted and Unsupprted Elements in Ltus Ntes Migratr Supprted and Unsupprted Ltus Ntes Dcument Elements Supprted and Unsupprted Ltus Ntes Views and Fields 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 Ltus Ntes Migratr Tl Accessing Ltus Ntes Migratin Ht Key Mde

4 Hme Page Migratin Database Cnfigure Cnnectin Prfile Settings Online Migratin Exprt Imprt Plan Manager Page Appendix A: Ltus Ntes Migratin Database Infrmatin Jb Detail Jb Ntificatin Jb Statistic Appendix B: Ltus Ntes Custmizatin Supprt Table Appendix C: Ltus Ntes Migratr Cnfiguratin File LtusNtesMigratinWrker.xml Appendix D: Cnflict Reslutin Cntainer Level Cnflict Reslutin Cntent Level Cnflict Reslutin Ntices and Cpyright Infrmatin

5 Abut Ltus Ntes Migratr DcAve Ltus Ntes Migratr lets SharePint administratrs easily autmate the prcess f cnslidating legacy Ltus Ntes implementatins int Micrsft SharePint 2013, SharePint 2010, and SharePint Online with minimal impact n end-users. Ltus Ntes Migratr allws rganizatins t: Streamline the data transfer easily frm Ltus Ntes t SharePint Preserve and map all assciated metadata and security settings f Ltus Ntes cntent during the migratin Plan migratin jbs accrding t business needs with granular r bulk cntent migratin and custmizable jb scheduling T ensure a cmplete and successful migratin, DcAve's Pre-Migratin Scanner prvides a detailed analysis f the migratin befre it is perfrmed. The DcAve Pre-Migratin Scanner will detect and ntify yu f any illegal characters, user permissins, user names, user dmains, and ther legacy elements that must be mapped in rder t migrate successfully int SharePint. 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 Ltus Ntes 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. 5

6 Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Yu can Submit Yur Feedback n ur website. 6

7 Befre Yu Begin Refer t the sectins fr system and farm requirements that must be in place prir t installing and using DcAve Ltus Ntes Migratr. Cnfiguratins In rder t use DcAve Ltus Ntes Migratr, the DcAve 6 platfrm must be installed and cnfigured prperly n yur farm. DcAve Ltus Ntes Migratr will nt functin withut DcAve 6 present n the farm. T review a list f migratin surce versins and systems supprted by DcAve Migratr, refer t Appendix C Migratin Surce Envirnment in the DcAve 6 Installatin Guide. 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 Ltus Ntes 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 T install and use DcAve Ltus Ntes Migratr prperly, ensure that the fllwing permissins are met. Ltus Ntes Migratr fr SharePint On-Premises Befre using Ltus Ntes Migratr fr SharePint n-premises, 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. 7

8 Member f the Farm Administratrs grup: 3. Full Cntrl t all znes f all Web applicatins via User Plicy fr Web applicatins 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 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. Member has a Database Rle f db_wner fr Migratin Database. *Nte: If frms based authenticatin (FBA) is selected as a Web applicatin s claims authenticatin type, refer t Frms Based Authenticatin Permissins t cnfigure additinal settings fr the Web applicatin. Ltus Ntes Migratr fr SharePint Online Befre using Ltus Ntes Migratr fr SharePint Online, ensure that the fllwing permissins are met: Lcal System Permissins fr Agent Accunt Fr the registered SharePint Online site cllectins, the Agent accunt is n the Agent machine that will run migratin jbs. This machine must have netwrk cnnectin r have cnfigured Agent Prxy Settings. Fr mre infrmatin abut Agent Prxy Settings, refer t the DcAve 6 Cntrl Panel Reference Guide. Fr the registered SharePint n-premises site cllectins, the Agent accunt is n the Agent machine that will run migratin jbs. This machine must be the Central Administratin server r ne f the Web frnt-end servers f the farm where the registered site cllectins reside, r the machine that can cmmunicate with the Central Administratin server r ne f the Web frnt-end servers. The Agent accunt must have prper 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. Required Permissins fr the User Used t Register SharePint Online Site Cllectins The user that is used t register SharePint Online site cllectins in Cntrl Panel > Registered SharePint Sites > Manual Input Mde must have the fllwing permissins t each site cllectin: 8

9 Full Cntrl permissin t the site cllectin Managed Metadata Service Term Stre Administratr Other permissins required Managed Metadata Service Full Cntrl Managed Metadata Service Administratr *Nte: If the site cllectins are registered in Scan Mde, make sure the user has the Glbal Administratr rle in Office 365. Required Permissins fr the User Used t Register SharePint On-Premises Site Cllectins The user that is used t register SharePint n-premises site cllectins in Cntrl Panel > Registered SharePint Sites > Manual Input Mde must have the fllwing permissins t each site cllectin: User is a member f the Site Cllectin Administratr grup. Managed Metadata Service Term Stre Administratr Other permissins required Managed Metadata Service Full Cntrl Managed Metadata Service Administratr *Nte: If the site cllectins are registered in Scan Mde, make sure the user has the Full Cntrl permissin t all znes f all Web applicatins via User Plicy fr Web Applicatins. 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) 9

10 Full Cntrl t DcAve Agent installatin directry Frms Based Authenticatin Permissins If frms based authenticatin (FBA) is selected as a Web applicatin s claims authenticatin type, ensure at least ne f the fllwing cnditins is in place: The Agent accunt must be a member wh has a Database Rle f db_wner fr the FBA database. Add the Agent accunt in the cnnectinstrings nde in this Web applicatin s web.cnfig file t make the Agent accunt have the permissin t the FBA database. Fr details, refer t the instructins belw: i. Navigate t Start > Administrative Tls > Server Manager > Rles > Web Server (IIS) > Internet Infrmatin Services (IIS) Manager, find the desired Web applicatin in the Sites list. ii. Right-click the Web applicatin and select Explre. iii. A windw pps up and yu can find the web.cnfig file in it. iv. Open the web.cnfig file with Ntepad. v. Find the cnnectinstrings nde and specify a user that has access t the database that stres FBA security infrmatin. Migratin Speed Cnsideratins Speed is a very imprtant factr when migrating cntent. T set expectatins fr hw lng yur migratin plans will take (in rder t better infrm stakehlders), the fllwing are sme key factrs that shuld be taken int cnsideratin prir t running yur migratin plans. Netwrk bandwidth between the tw SharePint envirnments SQL I/O and memry Memry n Web frnt-end servers Memry n the server hsting the DcAve Media service Number f CPUs n Web frnt-end servers Surce envirnment deplyment Number f bjects in surce Divide database and flder structures int small data sets befre running the migratin. Cnsider a granular migratin apprach. Size f bjects in surce 10

11 A single 1 GB file will migrate far quicker than a millin files that have a sum f 1 GB. Cmplexity f flders and sites Priritize cntent t be migrated int SharePint, and utilize tls t establish c-existence thrughut the curse f the migratin prject t slwly rll-ut SharePint t users as their cntent becmes available. Whether DcAve has t create site cllectins during migratin Use flders t break up large dcument libraries r data subsets t manage library size, cnsider utilizing filtering t migrate a sub-set f the data at a time. Whether securities are included in the plan (including mappings) Permissins can be cnfigured t be migrated in the migratin plans. Whether metadata is included in the plan Health Analyzer AvePint recmmends using Health Analyzer t check the prerequisites yu need t crrectly use DcAve Ltus Ntes Migratin. *Nte: Only the users in the DcAve Administratrs grup can use Health Analyzer. *Nte: When creating Health Analyzer prfiles, DcAve Ltus Ntes Migratin recmmends creating tw different prfiles t scan the surce Agent and the destinatin Agent separately. After selecting Ltus Ntes Migratin as the mdule, all f the scan rules are selected by default, including the rules fr the surce envirnment and the rules fr the destinatin envirnment. When the Health Analyzer jb is finished, yu can view the Health Analyzer results. If the scan rule is fr the destinatin envirnment, but it is applied n the surce envirnment, ignre the errr r warning, and vice versa. Fr mre infrmatin abut Health Analyzer, refer t the DcAve 6 Cntrl Panel Reference Guide. 11

12 Getting Started Refer t the sectins belw fr imprtant infrmatin n getting started with DcAve Ltus Ntes Migratin. Launching DcAve Ltus Ntes Migratin T launch Ltus Ntes Migratin 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 Ltus Ntes Migratin t launch the mdule. *Nte: If desired, access the License Details infrmatin fr Migratr prducts frm the Migratin landing page. Figure 1: DcAve Ltus Ntes Migratin launch windw. 12

13 Pre-migratin Cnfiguratins Cnfigure the fllwing settings befre perfrming Ltus Ntes migratin. Click the link t jump t the crrespnding sectin. Cnfiguring Migratin Databases Cnfiguring Ltus Ntes Cnnectins Cnfiguring Filter Plicies (Optinal) Cnfiguring Mapping Settings (Optinal) Cnfiguring Dynamic Rules (Optinal) Cnfiguring Staging Lcatins (Offline Jbs Only) Cnfiguring Migratin Databases In rder t use Ltus Ntes Migratin, yu must cnfigure a dedicated migratin database t stre links and detailed jb infrmatin in SQL fr every farm and My Registered Sites that will be using Ltus Ntes Migratin. Fr detailed infrmatin n the Migratin database schema, refer t Appendix A: Ltus Ntes Migratin Database Infrmatin. *Nte: 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 r My Registered Sites that will be using Ltus Ntes Migratin. 3. Click Cnfigure in the Manage grup. The Cnfigure page appears. 4. Cnfigure the fllwing settings fr the database that will stre migratin jb data: a. b. 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. Windws Authenticatin (recmmended) Select this mde t verify the user s identity by Windws. By default, the Specify a Windw accunt checkbx is deselected and DcAve will create a new migratin database r access the existing migratin database using the destinatin DcAve Agent accunt. T access the database server with a specified Windws accunt, select the Specify a Windws accunt checkbx and select a managed accunt prfile frm the Managed Accunt Prfile drp-dwn list, r 13

14 click New Managed Accunt Prfile t create a new managed accunt prfile in Cntrl Panel. Then, click Validatin Test t validate the accunt. Fr mre infrmatin, refer t the DcAve 6 Cntrl Panel Reference Guide. SQL authenticatin Select this mde t verify the user s identity by SQL Server. Enter the user s accunt and passwrd in the Accunt and Passwrd fields. Yu can als validate the SQL database accunt by clicking Validatin Test. *Nte: The specified accunt fr creating r accessing the migratin database must have a server rle f db_creatr fr the SQL server where yu want t create the migratin database and have a database rle f db_wner fr the newly created/existing migratin database. c. Failver Database Server (ptinal) 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. a. b. c. Click Advanced; the Cnnectin String sectin appears. Select 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. Click Validatin Test t validate the cnnectin string. Fr mre infrmatin abut hw t cnfigure the cnnectin string, refer t the CnnectinString prperty in SQL Server Bks Online r SQL Server Tutrials by navigating t Start > Micrsft SQL Server (with the versin yu are using) > Dcumentatin and Tutrials. 5. Click OK t finish and save the cnfiguratin, r click Cancel t return t the Migratin Database page withut saving any cnfiguratins. T view the cnfiguratin details f a migratin database, select the migratin database and click View Details n the ribbn in the Migratin Database page. The detailed cnfiguratins are displayed in the View Details interface. Cnfiguring Ltus Ntes Cnnectins T use Ltus Ntes Migratin, 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. 14

15 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 Filters 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. Manage clumns ( ) Manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the manage clumns ( ) buttn, and then select the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Hide the clumn. Click the hide the clumn ( ) buttn f the clumn yu want t hide, the clumn is hidden. Filter the clumn ( ) Filter Agent. Click the filter the clumn ( ) buttn f the clumn f Agent, and then select 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. 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 appears, cnfirming that 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. 15

16 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. Name and Descriptin 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. NOTES.INI file path Ntes.INI files 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 NOTES.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. 16

17 Cnfiguring 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 Prfile Settings n the ribbn in the Hme tab. On the Prfile Settings page, click Filter Plicy n the ribbn. 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 Filters 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. Manage clumns ( ) Manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the manage clumns ( ) buttn, then select the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Hide the clumn. Click the hide the clumn ( ) buttn 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 and Editing 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 and Editing Filter Plicies. Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming 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. 17

18 Creating and Editing 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: 1. Name Enter a Name fr this filter plicy. 2. Descriptin Enter an ptinal Descriptin fr future references. 3. Filter Rule Filters cntent 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. b. Select Time Range r Attachment as the filter criteria. If yu chse Time Range, Ltus Ntes dcuments are filtered accrding t the created time r mdified time. If yu chse Attachment, the attachments within Ltus Ntes dcuments are filtered accrding t the size f attachments. Click Add a Filter Level Grup t add a filter rule. The filter rule cnfiguratin field appears. Fr Time Range Select Created Time r Mdified Time frm the drp-dwn menu. In the Cnditin clumn, select Befre, After, Within, r Older Than. Set up Time Zne and the exact time in the Value clumn. Fr Attachment In the Cnditin clumn, select > = r < =, and then enter yur desired value in the Value clumn. Then chse KB, MB, r GB. c. d. Click the delete ( ) buttn t delete the specified criterin r filter level. Yu can change the lgical relatinship between the criterins. Repeat step a and b t add mre filter rules. The lgic ptins And and Or are selectable. By default, the lgic is set t And. If desired, change the lgic t Or by selecting it frm the drp-dwn list. 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 that meets bth filter rule 1 and filter rule 2, r that meets the filter rule 3, will be included. 4. 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. 18

19 Cnfiguring 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 Prfile Settings n the ribbn in the Hme tab. Then in the Prfile Settings 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 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 Prfile Settings n the ribbn in the Hme tab. Then in the Prfile Settings 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. 19

20 *Nte: If a user mapping and a permissin mapping are cmbined, the permissin f the destinatin user is the merged result f the mapped user s permissin and the mapped permissin. Fr example, there is User A wh has the permissin f Read in the surce Ltus Ntes and User B wh has the permissin f Design in the destinatin SharePint. In User Mapping, yu map User A t User B. In Permissin Mapping, yu map Read t Cntribute. After the migratin jb is finished, the permissin f User B is Design + Cntribute. T access Permissin Mapping, click Prfile Settings n the ribbn in the Hme tab. Then in the Prfile Settings 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 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 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 Filters 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. Manage clumns ( ) Manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the manage clumns ( ) buttn, and then select the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Hide the clumn. Click the hide the clumn ( ) buttn 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 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. 20

21 Edit Click Edit n the ribbn t change the cnfiguratin f this permissin mapping. Fr details n editing permissin mapping, see Creating and Editing Permissin Mappings. Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that 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. 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: 1. Name and Descriptin 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. 2. 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 Creating and Editing SharePint Permissin Levels. 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, click Prfile Settings n the ribbn in the Hme tab. Then in the Prfile Settings 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 21

22 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. Manage clumns ( ) Manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the mange clumns ( ) buttn, then select the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Hide the clumn. Click the hide the clumn ( ) buttn 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, see Creating and Editing 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 and Editing SharePint Permissin Levels. *Nte: Default SharePint Permissin Levels are displayed as default, including Cntribute, Design, Edit, Full Cntrl, Read, and View Only. They are nt editable. Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming 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 and Editing SharePint Permissin Levels T create a new SharePint Permissin Level, click Create n the ribbn. T mdify a previusly cnfigured custmized SharePint Permissin Level, select the SharePint Permissin Level, and then click Edit n the ribbn. In the Manage SharePint Permissin Level interface, cnfigure the fllwing settings: 1. 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. 2. Permissins Chse which permissins t include in this permissin level. Yu can select specified permissins f List Permissins, Site Permissins, and Persnal Permissins by selecting the checkbx befre a specified permissin. Select the Select All checkbx t select r clear all permissins. 3. 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. 22

23 Cnfiguring Dynamic Rules Dynamic rules map the Ltus Ntes field names and the crrespnding values t SharePint clumn names and clumn values using the DLL files custmized in C#. Managing Dynamic Rules T access Dynamic Rule, click Prfile Settings n the ribbn f Hme tab. In the Prfile Settings tab, click Dynamic Rule n the ribbn. In the Dynamic Rule interface, yu will see a list f previusly cnfigured dynamic rules. In this interface, yu can change the number f dynamic rules displayed per page and the rder in which they are displayed. T change the number f dynamic rules displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the dynamic rules, click n a clumn heading such as Name, Descriptin, DLL File Name, and Last Mdified Time. Custmize hw these dynamic rules are displayed in a number f different ways: Search Filters dynamic rules displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Dynamic Rule viewing pane, enter the keywrd fr the dynamic rules 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 rules in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the dynamic rules in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Manage clumns ( ) Manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the manage clumns ( ) buttn, and then select the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Hide the clumn. Click the hide the clumn ( ) buttn in the clumn title t hide the clumn. Yu may perfrm the fllwing actins t a Dynamic Rule: Create Click Create n the ribbn t create a dynamic rule. Fr detailed n creating a new dynamic rule, refer t Creating and Editing Dynamic Rules. View Details Click View Details n the ribbn and yu will see the previusly cnfigured settings fr this dynamic rule. Here yu can als click Edit n the ribbn t make changes t the dynamic rule s settings. Yu will be brught t the Edit dynamic rule page where yu can change this dynamic rule. Edit Click Edit n the ribbn t change the cnfiguratin f this dynamic rule. Fr details n editing dynamic rule, refer t Creating and Editing Dynamic Rules. 23

24 Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected dynamic rule, r click Cancel t return t the dynamic rule withut deleting the selected dynamic rules. Creating and Editing Dynamic Rules T create a new dynamic rule, click Create n the ribbn. T edit a previusly cnfigured dynamic rule, select the dynamic rule and then click Edit n the ribbn. In the Create Dynamic Rule interface r Edit Dynamic Rule interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Dynamic Rule Name fr the dynamic rule that yu are abut t create r edit. Then enter an ptinal descriptin fr this dynamic rule fr future reference. 2. Uplad a DLL File Brwse a dynamic rule f DLL file custmized in C# frm the lcal path. A DLL file enables yu t cnfigure yur wn mapping. Click Brwse, and then navigate t the DLL file yu want t use. Select the specified DLL file and then click Open. 3. Click OK t save the cnfiguratin and return t the Dynamic Rule interface. Click Cancel t return t the Dynamic Rule interface withut saving any cnfiguratin r changes. Cnfiguring Staging Lcatins (Offline Jbs Only) The Staging Lcatin feature is a mandatry step fr exprting r imprting data in an ffline Ltus Ntes Migratin. There are tw staging 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 Staging Lcatin settings, cmplete the fllwing steps: 1. Click Exprt r Imprt in the Plan grup n the ribbn t enter Exprt mde r Imprt mde. 2. Click Staging Lcatin in the Settings grup n the ribbn; the Staging Lcatin interface appears. Managing Staging Lcatin In bth Exprt Mde and Imprt Mde in the Staging Lcatin interface, all previusly created staging lcatins are displayed in the main display pane. In this interface, yu can change the number f stage lcatins displayed per page and the rder in which they are displayed. T change the number f staging lcatins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt exprt lcatins, click n a clumn heading such as Exprt Lcatin Name, Agent, and Last Mdified Time. T srt imprt lcatins, click n a clumn heading such as Imprt Lcatin Name, Farm, and Last Mdified Time. Custmize hw these staging lcatins displayed in a number f different ways: 24

25 Search Allws yu t filter staging lcatins displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the staging lcatin viewing pane, enter the keywrd fr the staging 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 staging lcatins in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the staging lcatins in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Manage clumns ( ) Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the manage the clumns buttn ( ), and then select the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) This allws yu t hide the clumn. Click the hide the clumn buttn ( ) next t the clumn yu want t hide, the clumn is hidden. Filter the clumn ( ) This allws yu t filter the Agent. Click the filter the clumn buttn ( ) f the clumn f Agent, and then select the checkbx next t the Agent name t have that Agent shwn. Perfrm the fllwing actins in the Staging Lcatin interface: Create Click Create n the ribbn t create a new staging lcatin. Fr details n creating a new staging lcatin, see Creating and Editing Staging Lcatins. View Details Click View Details n the ribbn and yu will see the previusly cnfigured settings fr this staging lcatin. Here yu can als click Edit n the ribbn t make changes t the staging lcatin s settings. Yu will be brught t the Edit Exprt Lcatin page where yu can change the settings f this staging lcatin. Edit Click Edit n the ribbn t change the cnfiguratins fr this staging lcatin. Fr details n editing cnfiguratins fr a staging lcatin, refer t Creating and Editing Staging Lcatins. Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected staging lcatins, r click Cancel t return t the Staging Lcatin interface withut deleting the selected staging lcatins. Creating and Editing Staging Lcatins T create a new staging lcatin, click Create n the ribbn. T mdify a previusly cnfigured staging lcatin, select the staging lcatin, and then click Edit n the ribbn. Exprt Mde In the Create Staging Lcatin fr Exprt Mde r Edit Staging Lcatin fr Exprt Mde interface, cnfigure the fllwing settings: 25

26 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 Managed Accunt Prfile Select a managed accunt prfile frm the drp-dwn list t set up access t the UNC path, r click New Managed Accunt Prfile t create a new ne. Fr details, refer t the DcAve 6 Cntrl Panel Reference Guide, and then click Validatin Test t validate the accunt. Click OK t cmplete the cnfiguratin f the exprt lcatin fr Exprt Mde. Imprt Mde In the Create Staging Lcatin fr Imprt Mde r Edit Staging Lcatin fr Imprt Mde interface, cnfigure the fllwing settings: Name and Descriptin Enter a name fr the imprt 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 imprt 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 Staging Lcatin fr Exprt Mde and has stred the exprted data t get the data. Managed Accunt Prfile Select a managed accunt prfile frm the drp-dwn list t set up access t the UNC path, r click New Managed Accunt Prfile t create a new ne. Fr details, refer t the DcAve 6 Cntrl Panel Reference Guide. Then, click Validatin Test t validate the accunt. Click OK t cmplete the cnfiguratin f the imprt lcatin. 26

27 Abut Online Migratins An Online Migratin jb migrates cntent, cnfiguratins, securities, and metadata frm a surce Ltus Ntes 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. Online Migratin Overview T perfrm Online Migratin jbs, the fllwing steps must be perfrmed in this rder. Click the link t jump t the crrespnding sectin Pre-migratin Cnfiguratins Cnfiguring Migratin Databases Cnfiguring Ltus Ntes Cnnectins Cnfiguring Filter Plicies (Optinal) Cnfiguring Mapping Settings (Optinal) Cnfiguring Dynamic Rules (Optinal) Setting Up a Ltus Ntes Online Migratin Prfile a. Migratin Optins b. c. Mapping Optins Advanced Optins 3. Perfrming a Ltus Ntes Online Migratin a. Select the Surce and Destinatin Ndes b. Creating Cntainers Select ne f the fllwing methds t perfrm an nline migratin Cnfiguring the Run Nw Interface Cnfiguring the Save As New Plan Interface 27

28 Setting Up a Ltus Ntes Online Migratin Prfile 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 Prfile Settings. The Prfile Settings tab appears. On the Prfile Settings tab, in the Plan Mde grup, ensure Online Mde is highlighted. Frm the Prfile Settings tab, under the Prfile/Sub-prfile 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 and Editing 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 Dynamic Rule, 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 Prfile Settings. The Prfile Settings tab appears. Frm the Prfile Settings tab, in the Plan Mde grup, ensure Online Mde is highlighted. Click Migratin Optins n the left-hand pane. In the Sub-prfile grup, click Edit Sub-prfile t make the Migratin Optins field active. Frm the Prfile Settings tab, under the Prfile/Sub-prfile 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: 28

29 Dcument Frmat Optin This is used t specify the dcument type that the Ltus Ntes dcument will be cnverted t after the migratin. Select the Cnvert Ltus Ntes dcuments t checkbx and select ne kind f dcument frmat frm the drpdwn list. There are six types which yu can chse t cnvert the Ltus 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 Ltus Ntes dcument. If d nt select the Cnvert Ltus Ntes dcuments t checkbx, the Ltus Ntes dcument will generate an item nly after the migratin. *Nte: DcAve supprts cnverting Ltus Ntes dcuments t Micrsft Office InfPath. Yu need cnfigure Generate InfPath Mapping and Publish InfPath Template by Migratr Tl. If yu select InfPath, make sure that yu have generated the InfPath mapping and published the InfPath template by Migratr Tl. Categry Optin This is used t classify the items generated frm Ltus Ntes dcuments in a list by putting these items int flders named by specified fields. Select the Migrate Ltus Ntes dcuments int flders named by categry field(s) checkbx. Yu can chse Specify all categry field(s) t migrate dcuments int flders which are named by categry field values f dcuments in Ltus Ntes, r chse Specify categry field(s) myself and enter the categry field values t migrate dcuments int flders which are named by categry field values custmized by yurself. Nte that yu can enter multiple categry field values separated with,. Item Number Limitatin Limit the number f items in a list r library in SharePint by selecting 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, select 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. Link Tracking Optin Select this ptin t prevent brken links. Brken links ccur when the surce DcLinks are migrated t the destinatin, but the bjects that the DcLink pints t are nt migrated t the destinatin. When yu select the Redirect t the Ltus Ntes Link Tracking Page fr the DcLinks pinting t a migrated bject 29

30 30 8. checkbx, the DcLinks that pint t the migrated bjects are directed t the Link Tracking Page, which will redirect t the bjects in SharePint. If this ptin is unselected, the DcLinks that pint t a successfully migrated bject are directed t the destinatin bject URLs in SharePint. When the DcLinks pint t bjects that are nt migrated t the destinatin, n matter which ptin is selected, the viewer is directed t the Link Tracking Page. *Nte: T select this ptin, make sure that yu have deplyed the SP2010LtusNtesLinkTracking Slutin r the SP2013LtusNtesLinkTracking Slutin in Cntrl Panel > Slutin Manager. Ltus Ntes Attachment Migratin Optin Places Ltus Ntes dcument attachments in a separated dcument library in SharePint. Select the Migrate attachment t a separated Dcument Library checkbx. Ltus Ntes Attachment Library is prvided as the default name f the destinatin dcument library. 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 items generated frm Ntes dcuments in a dcument library by putting these items int flders generated by DcAve. Flders are named by the surce subject. Select 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 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. *Nte: The list that yu saved as template in SharePint is supprted t be used as the default list template. Click the Security tab t cnfigure list permissin inheritance and item permissin inheritance. List Permissin Inheritance 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 Chse whether an item which is migrated frm Ltus Ntes dcument will inherit its parent list permissin in the destinatin. Chse Inherit

31 9. 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, security mapping, and dynamic mapping. Set up a Mapping Optins Sub-Prfile by the fllwing steps Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings interface appears. Frm the Prfile Settings tab, in the Plan Mde grup, ensure Online Mde is highlighted. Click Mapping Optins n the left-hand panel, and frm the Prfile Settings tab, under the Subprfile grup, click Edit Sub-prfile t make the Mapping Optins field active. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a sub-prfile name in the pp-up windw and click OK. 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. c. d. 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. 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 a new list with the selected list template will be created in the destinatin during the migratin. A suffix (_1) is added at the end f the list name. 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, r enter a specified SharePint list template name r list template ID. *Nte: The list that yu saved as template in SharePint is supprted t be used as the list template. e. Repeat the steps abve t add mre mappings. 31

32 f. T delete ne r mre previusly cnfigured list mappings, select them and then click Delete the Selected List Mapping(s). Yu can als click the delete ( ) buttn t remve a previusly cnfigured list mapping. 7. 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, select 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\LtusNtesSettings\CnfiguratinFi le t pen LtusNtesMigratinWrker.xml with Ntepad and change the value f <CntentTypeCnfig UpdateCntentType= False > t True. Specified Title Specify a surce field whse value will be used as the title f an item in SharePint. Select the Please specify a title checkbx and enter the field name in the text bx. Clumn Mapping 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 the delete ( ) buttn t remve a previusly cnfigured clumn mapping. 32

33 8. 9. *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. Select 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. *Nte: If yu select Lkup, yu must cnfigure the Clumn Settings in the pp-up windw. Enter the name f the list/library yu want t search, 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 chse whether t allw multiple values, and designate the separatr. Click the plus ( ) buttn beside the Rule 1 tab t add mre rules. 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 Maps 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 the delete ( ) buttn t remve a previusly cnfigured AD grup mapping. 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 Creating and Editing Permissin Mappings. Nte that if yu d nt cnfigure r select any permissin mapping, the default permissin mapping will be applied during the migratin. 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 the Dynamic Rule, the Character Length Settings and the Illegal Character Replacement Settings. Set up Advanced Optins by the fllwing steps. 33

34 Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings interface appears. Frm the Prfile Settings 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: Dynamic Rule Maps the surce Ltus Ntes field names and crrespnding values t SharePint clumn names and clumn values. Select a previusly created dynamic rule r click New Dynamic Rule t create a new ne. Character Length Settings 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 after /. 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. 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 34

35 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 the delete ( ) buttn. 35

36 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. Select the Surce and Destinatin Ndes 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. c. d. e. f. g. h. Cnnectin Select the Ltus Ntes cnnectin that is previusly cnfigured. Dmin Server Select the Dmin server f Ltus Ntes. If yu select Lcal, Lcal Cnfiguratin sectin appears. Lcal Cnfiguratin Enter the server name and address bk name f the Dmin Server t get user infrmatin. System Database Select the Shw system database checkbx t make all databases displayed in the surce tree, including the system database. 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 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. 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. 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. 36

37 i. Select the surce nde by selecting 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, Supprted and Unsupprted Ltus Ntes Dcument Elements, and Supprted and Unsupprted Ltus Ntes Views and Fields. 2. In the Destinatin pane, click the farm name r My Registered Sites t expand the data tree. T select the destinatin nde: *Nte: Make sure that yu have cnfigured the migratin database; therwise the destinatin farm r the SharePint Online site will be unavailable. Fr details n cnfiguring a migratin database, refer t Cnfiguring Migratin Databases. a. b. 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/flder 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. T narrw dwn the search criteria and display fewer ndes n the tree, right-click the specified nde and select Advanced Search. In the Advanced Search interface, click Add a Criterin and cnfigure the fllwing settings: i. Rule Select the rule fr this search. The table belw lists the supprted rules fr each nde that is supprted fr Advanced Search. Envirnment Nde Rule SharePint On- Farm Level Web Applicatin: URL Premises Web Applicatin Level Site Cllectin: Name Site Cllectin: URL Sites Site: Name Site: URL Lists List/Library: Name List/Library: URL Flders Flder: Name Flder: URL SharePint Online (My Registered Sites) Sites Site: Name Site: URL Lists List/Library: Name List/Library: URL Flders Flder: Name Flder: URL ii. Cnditin Select the cnditin fr the rule frm the drp-dwn list. 37

38 iii. Value Enter the value fr the rule in the text bx. T add mre criteria, click Add a Criterin, and repeat the steps abve. Yu can change the lgical relatinships between the criteria by clicking the And r Or. By default, the lgical relatinship is set t And. And means that the child ndes that meet all f the criteria will be included in the result. Or means that the child ndes that meet any criterin will be included in the result. The Basic Filter Cnditin area displays the lgic relatinships f filter criteria. Click Search t start searching the child ndes. c. 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. *Nte: When creating a library r list, the list that yu saved as template in SharePint can be laded in the Categry drp-dwn list. Yu can select it as the template t create a library r list. Only the list template with the type f Custm List, Dcument Library, Discussin Bard, Cntacts, Calendar, and Wiki Page Library can be laded. 3. There are tw methds t saving and/r running this jb: Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw interface appears. Fr mre infrmatin n hw t cnfigure the Run Nw interface, refer t Cnfiguring the Run Nw Interface. Click Save As New Plan, and then yu are brught t the Save As New Plan interface. Fr mre infrmatin n hw t cnfigure the Save As New Plan interface, refer t Cnfiguring the Save As New Plan Interface. Creating Cntainers Cntainers are created in the destinatin prir t a migratin in rder t stre the migrated cntent. The destinatin cntainer in Ltus Ntes Migratin can be a site cllectin, site, list, library, r flder. 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. 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. Creating a Site Cllectin Cnfigure these settings in the Create Site Cllectin page: 38

39 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 drpdwn 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 the check ( ) buttn t check whether the user is valid, r click the brwse ( ) buttn 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. *Nte: Ltus Ntes Migratr nly supprts creating n-premises SharePint site cllectins. 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 drpdwn 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. Navigatin Select the Yes radi buttn if yu want a link t this site t appear in the Quick Launch and tp link bar f the parent site. Navigatin Inheritance Select Yes t use the tp link bar frm the parent 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 by selecting the crrespnding radi buttn. Categry Select the categry fr the new list r library. 39

40 Navigatin Select Yes if yu want t display the library/list n the Quick Launch. If yu select Library as the bject type and select Dcument Library as the categry, cnfigure the fllwing settings: 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. Dcument Versin Histry (fr Dcument Library, Frm Library) Select Yes t create a versin each time yu edit a file in this library. Click OK t create the new list r library, r click Cancel t clse the Create Cntainer interface. Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the fllwing settings t perfrm a migratin jb immediately: Cnflict Reslutin 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. Prfile Selectin 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. Destinatin Agent Grup Select a destinatin agent grup t execute the migratin jb. An agent grup can cntain multiple agents fr lad balancing and better perfrmance. *Nte: This sectin nly appears when the destinatin nde is in SharePint n-premises. Migratin Database 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. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t be migrated and yu select the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Click OK t run the jb immediately r click Cancel t return t the Hme page f Online Migratin. 40

41 Cnfiguring the Save As New Plan Interface In the Save As New Plan interface, cnfigure the fllwing settings t create a new 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 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. Destinatin Agent Grup Select a destinatin agent grup t execute the migratin jb. An agent grup can cntain multiple agents fr lad balancing and better perfrmance. *Nte: This sectin nly appears when the destinatin nde is in SharePint n-premises. 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 the Dmin Admin, Ltus Ntes, Dmin Designer, r Migratr Tl is being used while the jb is running, the jb may fail. Ensure that nne are being used while the jb is running. Schedule Settings Click Add Schedule t create a new schedule. Fr details abut cnfiguring a schedule, refer t Cnfiguring the Add Schedule Interface. T preview a cnfigured schedule, select the schedule and click Calendar View t view it in a calendar. Yu can delete a previusly cnfigured schedule by clicking the delete ( ) buttn behind a crrespnding schedule. *Nte: This sectin nly appears when yu chse Cnfigure the schedule myself. 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 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. When finished cnfiguring the plan, select ne f the fllwing ptins: Click Save t save the plan yu have cnfigured. The Plan Manager interface appears. Fr mre infrmatin, refer t Managing Plans. 41

42 Click the triangle next t Save, then select Save and Run Nw t save the plan and execute it right nw. The Run Nw interface appears. 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 surce nde cntent that has been mdified since the last migratin jb and the cntent that failed t be migrated in the last migratin jb. Cnflict Reslutin 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. If yu select Incremental migratin in Optins and d nt select Skip as Cntent Level cnflict reslutin, yu can als chse whether t remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t be migrated and yu have selected the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. 10. Click OK t run the nline migratin jb. Cnfiguring the Add Schedule Interface In the Add Schedule interface, cnfigure the fllwing settings t add a schedule: 1. 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 surce nde cntent that has been mdified (Add and Mdify) since the last migratin jb and the cntent that failed t be migrated in the last migratin jb. 2. Cnflict Reslutin 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. If yu select Incremental migratin in Optins and d nt select Skip as Cntent Level cnflict reslutin, yu can als chse whether t remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. 3. 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. 42

43 4. 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. 5. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t be migrated and yu have selected the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. 6. Click OK t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. Ltus Ntes Migratin fr SharePint Online Yu can use Ltus Ntes Migratin t migrate Ltus Ntes bjects t SharePint Online. T perfrm this functin prperly, yu must cnfigure yur SharePint sites in Cntrl Panel. Fr mre detailed infrmatin abut this cnfiguratin, refer t the Registered SharePint Sites sectin in the DcAve 6 Cntrl Panel Reference Guide. Befre using Ltus Ntes Migratin fr SharePint Online, make sure yu have purchased the crrespnding Ltus Ntes t SharePint Online Migratin licenses. Yu can navigate t DcAve 6 Manager > Cntrl Panel > License Manager, then click Migratin tab t view whether r nt the crrespnding Ltus Ntes t SharePint Online Migratin licenses are available. Fr details n hw t manage migratin prfiles, r perfrm a Ltus Ntes Online Migratin jb, refer t Abut Online Migratins. *Nte: Ltus Ntes Migratin t SharePint Online des nt supprt the Create Cntainer functin at the site cllectin level in a SharePint Online destinatin nde. *Nte: In User Mapping, the Add a placehlder accunt t keep metadata even if the user n lnger exists ptin is nt supprted fr use with Ltus Ntes Migratin t SharePint Online. This ptin replaces nn-existent destinatin users with a placehlder accunt in the destinatin Active Directry. *Nte: Yu can use the DcAve Agent that cannt cnnect t the internet t run a Ltus Ntes Migratin jb using SharePint Online ndes. T d s, yu must cnfigure the Agent Prxy Settings in Cntrl Panel. Fr mre infrmatin, refer t the DcAve 6 Cntrl Panel Reference Guide. 43

44 Abut Offline Migratins Ltus Ntes ffline migratin exprts the surce data t an exprt lcatin first, and then imprts the exprted data t the SharePint destinatin. The crrespnding Ltus Ntes exprt prfile and imprt prfile must be in place prir t running an ffline migratin. Offline Migratin Overview Pre-migratin Cnfiguratins Cnfiguring Migratin Databases Cnfiguring Ltus Ntes Cnnectins Cnfiguring Staging Lcatins (Offline Jbs Only) Cnfiguring Filter Plicies (Optinal) Cnfiguring Mapping Settings (Optinal) Cnfiguring Dynamic Rules (Optinal) Cnfiguring Ltus Nte Offline Migratin Prfiles a. Setting Up an Exprt Prfile b. Setting Up an Imprt Prfile 3. Perfrming a Ltus Ntes Offline Migratin a. Exprting Data i. Selecting the Surce and Destinatin Ndes ii. Cnfiguring the Save As New Plan Interface b. Imprting Data i. Selecting the Surce and Destinatin Ndes Creating Cntainers ii. Cnfiguring the Save As New Plan Interface Cnfiguring Ltus Nte Offline Migratin Prfiles The Offline Migratin Prfiles allws yu cnfigure numerus settings fr the ffline migratin jbs. Offline Migratin Prfiles cnsist f Exprt Prfile and Imprt Prfile. Fllw the instructins belw t create an exprt prfile and imprt prfile. 44

45 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 Prfile Settings. The Prfile Settings tab appears. In Plan Mde grup, click Exprt Mde. In the Prfile/Sub-prfile 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 Creating and Editing Filter Plicies. 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 Prfile Settings 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 Prfile Settings. The Prfile Settings tab appears. In Plan Mde grup, click Imprt Mde. In the Prfile/Sub-prfile 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. Click Save beside Main Prfile name t save the cnfiguratin f the main prfile, r click Cancel t g back t the default Prfile Settings page withut saving any change. 45

46 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, exprting the data t the exprt lcatin, setting up an imprt lcatin, and then imprting the data t the destinatin lcatin. Exprting Data The fllwing instructins describe hw t exprt data t the exprt lcatin in rder t perfrm an ffline migratin jb. Selecting the Surce and Destinatin Ndes 1. Frm the Hme tab, in the Plan grup, click Exprt. 2. 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. 46 b. c. d. e. f. g. h. Cnnectin Select the Ltus Ntes cnnectin that is previusly cnfigured. Dmin Server Select the Dmin server f Ltus Ntes. If yu select Lcal, Lcal Cnfiguratin sectin appears. Lcal Cnfiguratin Enter the server name and address bk name f the Dmin server t get user infrmatin. System Database Select the Shw system database checkbx t make all database displayed in the surce tree, including the system database. 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. 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. 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

47 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 selecting 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, Supprted and Unsupprted Ltus Ntes Dcument Elements, and Supprted and Unsupprted Ltus Ntes Views and Fields. 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 Cnfiguring Staging Lcatins (Offline Jbs Only). Click Save As New Plan t save the settings as a new plan. T cnfigure the Save As New Plan interface, refer t Cnfiguring the Save As New Plan Interface. Cnfiguring the Save As New Plan Interface In the Save As New Plan interface, cnfigure the fllwing settings t build 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 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. Schedule Settings Click Add Schedule t create a new schedule. Fr details abut cnfiguring a schedule, refer t Cnfiguring the Add Schedule Interface. T preview a cnfigured schedule, select the schedule and click Calendar View t view it in a calendar. Yu can delete a previusly cnfigured schedule by clicking the delete ( ) buttn behind a crrespnding schedule. *Nte: This sectin nly appears when yu chse Cnfigure the schedule myself. 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. 47

48 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. When finished cnfiguring the plan, select ne f the fllwing ptins: Click Save t save the plan yu have cnfigured. The Plan Manager interface appears. Fr mre infrmatin, refer t Managing Plans. Click the triangle next t Save, then select Save and Run Nw t save the plan and execute it right nw. The Run Nw interface appears. Cnfigure the fllwing settings. Click OK t run the exprt jb. Optins Select a type f migratin fr this migratin jb. 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 surce nde cntent that has been mdified (Add and Mdify) f since the last migratin jb and the cntent that failed t be migrated in the last migratin jb. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t migrate and yu select the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Cnfiguring the Add Schedule Interface In the Add Schedule interface, cnfigure the fllwing settings t add a schedule: 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 surce nde cntent that has been mdified (Add and Mdify) since the last migratin jb and the cntent that failed t be migrated in the last migratin jb. 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. 48

49 End by Set up the time t end the recurrence f plans Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t migrate and yu select the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Click OK t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. Imprting Data The fllwing instructins describe hw t imprt data frm the imprt lcatin t SharePint in rder t perfrm an ffline migratin jb: Selecting the Surce and Destinatin Ndes 1. Frm the Hme tab, in the Plan grup, click Imprt. 2. In the Surce pane, n the Brwse tab, click the farm that yu have cnfigured in Staging Lcatin fr Imprt Mde and the imprt lcatin is laded. Click the imprt 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 Imprt Lcatin t specify the lcatin where yu have stred the data. 3. In the Destinatin pane, click the farm name t expand the data tree. Select the destinatin nde: a. Lcate the nde int which the exprted data will be imprted. 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 the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. b. T narrw dwn the search criteria and display fewer ndes n the tree, right-click the specified nde and select Advanced Search. In the Advanced Search interface, click Add a Criterin and cnfigure the fllwing settings: i. Rule Select the rule fr this search. The table belw lists the supprted rules fr each nde that is supprted fr Advanced Search. Nde Web Applicatin Level Sites Lists Site Cllectin: Name Site Cllectin: URL Site: Name Site: URL List/Library: Name Rule 49

50 Flders Sites Lists Flders Nde List/Library: URL Flder: Name Flder: URL Site: Name Site: URL List/Library: Name List/Library: URL Flder: Name Flder: URL Rule ii. Cnditin Select the cnditin fr the rule frm the drp-dwn list. iii. Value Enter the value fr the rule in the text bx. T add mre criteria, click Add a Criterin, and repeat the steps abve. Yu can change the lgical relatinships between the criteria by clicking And r Or. By default, the lgical relatinship is set t And. And means that the child ndes that meet all f the criteria will be included in the result. Or means that the child ndes that meet any criterin will be included in the result. The Basic Filter Cnditin area displays the lgic relatinships f filter criteria. Click Search t start searching the child ndes. c. 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. Click Save As New Plan t save yur settings as a new plan. T cnfigure the settings f the Save As New Plan interface, refer t Cnfiguring the Save As New Plan Interface. Creating Cntainers Cntainers are created in the destinatin prir t a migratin in rder t stre the migrated cntent. The destinatin cntainer in Ltus Ntes Migratin can be a site cllectin, site, list, library, r flder. 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. 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. 50

51 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 drpdwn 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 the check ( ) buttn t check whether the user is valid, r click the brwse ( ) buttn 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. *Nte: Ltus Ntes Migratr nly supprts creating n-premises SharePint site cllectins. 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 drpdwn 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. Navigatin Select the Yes radi buttn if yu want a link t this site t appear in the Quick Launch and tp link bar f the parent site. Navigatin Inheritance Select Yes t use the tp link bar frm the parent 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: 51

52 Object Type Chse whether yu wish t create a List r Library by selecting the crrespnding radi buttn. Categry Select the categry fr the new list r library. Navigatin Select Yes if yu want t display the library/list n the Quick Launch. If yu select Library as the bject type and select Dcument Library as the categry, cnfigure the fllwing settings: 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. Dcument Versin Histry (fr Dcument Library, Frm Library) Select Yes t create a versin each time yu edit a file in this library. Click OK t create the new list r library, r click Cancel t clse the Create Cntainer interface. Cnfiguring the Save As New Plan Interface In the Save As New Plan interface, 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 reference. Prfile Selectin 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. Destinatin Agent Grup Select a destinatin agent grup t execute the migratin jb. An agent grup can cntain multiple agents fr lad balancing and better perfrmance. *Nte: This sectin nly appears when the destinatin nde is in SharePint n-premises. 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. Schedule Settings Click Add Schedule t create a new schedule. Fr details abut cnfiguring a schedule, refer t Cnfiguring the Add Schedule Interface. T preview a cnfigured schedule, select the schedule and click Calendar View t view it in a calendar. Yu can delete a previusly cnfigured schedule by clicking the delete ( ) buttn behind a crrespnding schedule. *Nte: This sectin nly appears when yu chse Cnfigure the schedule myself. 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. 52

53 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 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. When finished cnfiguring the plan, select ne f the fllwing ptins: Click Save t save the plan yu have cnfigured. The Plan Manager interface appears. Fr mre infrmatin, refer t Managing Plans. Click the triangle next t Save, then select Save and Run Nw t save the plan and execute it right away. The Run Nw interface appears. Cnfigure the fllwing settings. 10. Click OK t run the imprt jb. 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 exprt lcatin cntent that has been mdified (Add and Mdify) since the last migratin jb and the cntent that failed t migrate in the last migratin jb. Cnflict Reslutin 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. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t migrate and yu select the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Cnfiguring the Add Schedule Interface In the Add Schedule interface, cnfigure the fllwing settings t add a schedule: 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 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 fr cnflicts, and cnfigure 53

54 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. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t migrate and yu select the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Click OK t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. 54

55 Supprted and Unsupprted Elements in Ltus Ntes Migratr The fllwing table lists the current supprted and unsupprted elements fr Ltus Ntes Migratr. DcAve Ltus Ntes Migratr des nt supprt the elements that are nt listed in the table belw. 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 Dcument Library Rules Discussin Bard Statinery Cntacts Calendar Wiki Page Library intes Web Access Mem Team Site Custm List Rules Dcument Library Statinery Discussin Bard 55

56 Database in Ltus Ntes Frm in Ltus Ntes Supprted Site Template in SharePint Supprted List in SharePint Cntacts Calendar Wiki Page Library Ltus SmartSuite Library Dcument Team Site Custm List Ltus SmartSuite Dcument 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 Respnse t Respnse Dcument Library Discussin Bard 56

57 Database in Ltus Ntes Frm in Ltus Ntes Supprted Site Template in SharePint Supprted List in SharePint Individual status Cntacts reprt Annuncement Calendar Team status Wiki Page Library News Articles N/A Unsupprted Unsupprted Ntebk Ntebk Entry Team Site Custm List Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Dmin Blg N/A Unsupprted Unsupprted RSS Feed Generatr RSS Feed Definitin Team Site Custm List Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Dmin Directry Dmin Directry Team Site Custm List Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library ID Vault N/A Unsupprted Unsupprted IBM Web Access (intes) Redirect AutLgin Team Site Custm List Dcument Library CssDWALgin Discussin Bard Cntacts DWALginFrm Calendar Wiki Page Library Catalg File System Team Site Custm List Dcument Library Dcument Cntent Discussin Bard Cntacts Main Calendar Wiki Page Library 57

58 Supprted and Unsupprted Ltus Ntes Dcument Elements The fllwing table lists the current supprted and unsupprted Ltus Ntes Dcument elements. DcAve Ltus Ntes Migratr des nt supprt the Ltus Ntes Dcument elements that are nt listed in the table belw. Ntes Dcument Elements Supprt Status Nte Page Break Supprted Hrizntal Rule Supprted Sectin Supprted Table Supprted Picture Supprted Attachment Supprted Link Htspt Supprted Text Pp-up Partially 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/Embedded Navigatr/Embedded Flder Pane Applets Unsupprted Calendar Unsupprted Inbx Unsupprted HTML Cntrl Check Bx Partially Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. HTML Cntrl Text Bx Partially Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. 58

59 HTML Cntrl Radi Bx Partially Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. HTML Cntrl Cmb Bx Partially Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. HTML Cntrl List Bx Partially Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. Dcment Link/View Supprted Link/Database Link Dcment Link/View Link/Database Link in pictures Anchr Link Cmputed Text Tabbed Table List Bullets Partially Supprted Unsupprted Supprted Supprted Supprted Supprted When adding multiple links fr different areas within ne picture, but there is verlap area fr the selected areas, the picture cannt be migrated t the destinatin. 59

60 Supprted and Unsupprted Ltus Ntes Views and Fields The fllwing table lists the current supprted and unsupprted Ltus Ntes views and fields. DcAve Ltus Ntes Migratr des nt supprt the Ltus Ntes views and fields that are nt listed in the table belw. View/Field Name View-All Dcuments View-By Authr View-By Categry View-By Alternate Name View-Review Status Custm View Field-Text/Rich Text/Rich Text Lite Field-Date/Time Field-Number Field-Dialg list/field-checkbx/field-radi buttn/field-listbx/field-cmbbx Field-Authr Field-Names Field-Readers Field-Passwrd Field-Frmula Field-Time zne Field-Clr Supprted Supprted Supprted Unsupprted Unsupprted Unsupprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprt Status 60

61 Managing Sub-prfiles Refer t 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 grup t edit the sub-prfile settings. Click Save in the Sub-prfile 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 subprfile 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 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 Prfile Settings 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 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 Prfile Settings 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 grup. Click Dwnlad in the Sub-prfile grup t save the sub-prfile t the lcal disk. 61

62 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 Filters 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. Manage clumns ( ) Manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the manage clumns ( ) buttn, and then select the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) 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 hide the clumn ( ) buttn, and then the clumn is hidden. Perfrm the fllwing actins in the Plan Manager interface: 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. 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 Prfile Settings r Create Cntainer t perfrming the crrespnding actins. Select the plans that yu want t delete and click Delete n the ribbn. A cnfirmatin windw appears, cnfirming 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. 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. 62

63 *Nte: Test Run results may differ frm the results f an actual migratin. Investigate Test Runs that display Finished with Exceptins results by reviewing the lg file. If n bvius cntent, metadata, r permissin errrs are fund, it is likely that the actual migratin will cmplete successfully. Click Run Nw t perfrm the migratin jb. 63

64 Ltus Ntes Migratr Tl Ltus Ntes Migratr Tl resides in \AvePint\DcAve6\Agent\bin\MigratrTl.exe. This tl is used t analyze and scan the surce bjects, generate analysis reprts and scan reprts, cnfigure user mapping/cntent type mapping/infpath mapping. The analysis and scan results can be used t assist befre perfrming a migratin jb. Refer t the DcAve 6 Supplementary Tls User Guide fr instructins n using this tl. 64

65 Accessing Ltus Ntes Migratin 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. Then, press N t enter the Ltus Ntes Migratin interface. 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 Health Analyzer 6 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 Prfile Settings Functinality Name and Ht Key O EX I PS 65

66 Cnfigure Cnnectin Migratin Database Jb Mnitr Functinality Name and Ht Key CF MD J Migratin Database Functinality Name and Ht Key Cnfigure C OK O Cancel C View Details V Cnfigure C OK O Cancel C Clse 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 Prfile Settings 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 66

67 Functinality Name and Ht Key Dynamic Rule DY Create N View Details V Edit E Delete D Clse X Set as Default DF Edit Sub-prfile ES Uplad U Dwnlad DL New N Delete DE Save S Save S Save As A Discard Changes DC Clse X Edit Delete Manage SharePint Permissin Level Clse E D M 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 67

68 Exprt Select Surce Staging Lcatin Save As New Plan New Plan Functinality Name and Ht Key SS SL Exprt Mde P 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 Imprt Staging 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 68

69 Functinality Name and Ht Key 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 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 69

70 Appendix A: Ltus Ntes Migratin Database Infrmatin 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. The jb ID prefix fr Ltus Ntes migratin is LM. Fr example, LM , it indicates a Ltus Ntes migratin jb ID. SequenceId SurceObjectId SurceObjectParentID TargetObjectId 70 It is the sequence ID f each migrated surce bject. It is the ID f the surce bject. It is the ID f the target 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. The value is the ID f the surce bject. The value is the ID f the parent f the surce 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

71 Clumn Name Descriptin Value TargetObjectParentID The value is blank. SurceFullUrl It is the full URL f the surce bject. The value is the full URL f the surce bject. Use the value t find TargetFullURL SurceObjectTitle TargetObjectTitle SurceObjectType TargetObjectType SurceObjectSizeBytes TargetObjectSizeBytes SurceObjectOwner 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. 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. 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. 901 Ltus Ntes Database 902 Ltus Ntes Dcument 903 Ltus Ntes Attachment 1001 Ltus Ntes Grup 1002 Ltus Ntes User The value represents the type f the target bject Site Cllectin Site Library List Flder Dcument Item Attachment The value is the real size f the surce bject. The value is the size f the target bject. The value represents the user wh creates the surce bject. 71

72 Clumn Name Descriptin Value TargetObjectOwner It is the wner f the target bject. The value represents the user wh creates the surce bject. SurceObjectVersin It is the versin f the surce bject. The value represents the versin infrmatin f the surce bject. TargetObjectVersin It is the versin f the target bject. The value represents the versin infrmatin f the target bject. Operatin It is the peratin perfrmed fr each surce bject during migratin. The value represents the peratin perfrmed when migrating the surce bject t the target. 0 Nne Status StartTime EndTime FilteredOutPlicy TruncatedPlicy It is the migratin status f the surce bject. It is the time when the backup starts. It is the time when the restre cmpletes. It is the status f using filter plicy. It is the truncated plicy that is applied t the surce bject. 1 Skipped 2 New Created 3 Overwritten 4 Appended 5 Filtered 7 Merge The value represents the status f the jb. 0 Starting 1 Successful 2 Backup Failed 3 Restre Failed 4 Filtered Out 5 Skipped 6 Exceptinal 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 72

73 Clumn Name Descriptin Value TruncatedOrRenamedAs CustmMetadata It is the new name f the bject in the target. It is the status f using custm metadata. MetadataMapping It is the statues f using C- Based Object Oriented Language (C# Language) Mapping. Message Jb Ntificatin It displays the migratin message f the surce bject. 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. 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. There is n custm metadata in Ltus Ntes. The value here is false. The value represents the status f using C-Based Object Oriented Language (C# Language) Mapping. 0 Nt Used 1 Used The value is the migratin message f the surce bject. 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. The jb ID prefix fr Ltus Ntes migratin is LM. Fr example, LM , it indicates a Ltus Ntes migratin jb ID. 73

74 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 8 Paused 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. The jb ID fr Ltus Ntes Migratin is LM. Fr example, LM , it indicates a Ltus Ntes migratin jb ID. PlanId It is the ID f the plan. The value is the plan ID, fr example, PLAN 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. The value fr Ltus Ntes is 8. TargetAgentType It is the target Agent type. The value represents the target Agent type. 74

75 Clumn Name Descriptin Value 5 SharePint SharePint SharePint Online 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 8 Paused Run Type It is the type f the jb. The value represents the type f the jb. 0 Run/Rerun 1 Test Run 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. The value is 0. JbType It is the type f the jb. The value represents the type f the jb. 0 Full Migratin 1 Incremental Migratin CntainerCnflictReslutin It is the cntainer cnflict The value represents the 75

76 Clumn Name Descriptin Value reslutin. reslutin f cntainer cnflict. 0 Skip CntentCnflictResltuin MigratedBytes FailedBytes SkipedBytes FilteredBytes MigratedSiteCllectinCunt MigratedSiteCunt MigratedListCunt MigratedFlderCunt MigratedItemCunt FailedSiteCllectinCunt FailedSiteCunt FailedListCunt FailedFlderCunt FailedItemCunt SkippedSiteCllectinCunt SkippedSiteCunt SkippedListCunt It is the cntent cnflict reslutin. 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. It is the number f the items that are failed t be migrated. It is the number f the skipped site cllectins. It is the number f the skipped sites. It is the number f the skipped 5 Merge The value represents the reslutin f cntent cnflict. 0 Skip 2 Append 3 Overwrite 76

77 Clumn Name Descriptin Value 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 and excluded frm the result. FilteredOutSiteCunt It is the number f sites that are filtered and excluded frm the result. FilteredOutListCunt It is the number f lists that are filtered and excluded frm the result. FilteredOutFlderCunt It is the number f flders that are filtered and excluded frm the result. FilteredOutItemCunt It is the number f items that are filtered and excluded frm the result. ExceptinSiteCllectinCunt It is the number f site cllectins that are migrated with exceptin. ExceptinSiteCunt It is the number f sites that are migrated with exceptin. ExceptinListCunt It is the number f lists that are migrated with exceptin. ExceptinFlderCunt It is the number f flders that are migrated with exceptin. ExceptinItemCunt It is the number f items that are migrated with exceptin. 77

78 Appendix B: Ltus Ntes 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. What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating Database Database t Site Cllectin 78

79 What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating Database t site 79

80 What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating Database t List 80

81 What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating Database t Flder 81

82 What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating View View t Site Cllectin 82

83 What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating View t Site 83

84 What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating View t List 84

85 What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating View t Flder 85

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