DocAve 6 Quickr Migrator

Transcription

1 DcAve 6 Quickr Migratr User Guide Service Pack 7 Issued May

2 Table f Cntents What s New in this Guide... 5 Abut Quickr Migratr... 6 Cmplementary Prducts... 6 Submitting Dcumentatin Feedback t AvePint... 7 Befre Yu Begin... 8 AvePint s Testing Plicy and Envirnment Supprt... 8 Supprted Sftware Envirnments... 8 Supprted Hardware... 8 Supprted Backup and Recvery... 8 Cnfiguratins... 9 Agents... 9 Required Permissins... 9 Required Permissins fr the Surce... 9 Required Permissins fr the Destinatin: Migratin t SharePint On-Premises Required Permissins fr the Destinatin: Migratin t SharePint Online Lcal System Permissins Frms Based Authenticatin Permissins Migratin Speed Cnsideratins Health Analyzer Getting Started Launching DcAve Quickr Migratin Navigating DcAve Abut Online Migratins Online Migratin Overview Pre-migratin Cnfiguratins Cnfiguring Migratin Databases Cnfiguring Quickr Cnnectins Managing Quickr Cnnectins Creating and Editing Quickr Cnnectins

3 Cnfiguring Filter Plicies Creating and Editing Filter Plicies Cnfiguring Mapping Settings User Mapping Grup Mapping Permissin Mapping Cnfiguring Dynamic Rules Managing Dynamic Rules Creating and Editing Dynamic Rules Setting Up a Quickr Migratin Prfile Migratin Optins Mapping Optins Advanced Optins Managing Sub-prfiles Editing an Existing Sub-prfile Deleting an Existing Sub-prfile Dwnlading an Existing Sub-prfile Uplading a Cnfigured Sub-prfile Perfrming a Quickr Migratin Select the Surce and Destinatin Ndes Creating Cntainers Cnfiguring the Run Nw Interface Cnfiguring the Save As New Plan Interface Cnfiguring the Add Schedule Interface Quickr Migratin fr SharePint Online Supprted and Unsupprted Elements in Quickr Migratr Managing Plans Quickr Migratr Tl Accessing Quickr Migratin Ht Key Mde Hme Page Migratin Database Cnfigure Cnnectin

4 Prfile Settings Online Migratin Plan Manager Page Appendix A: Quickr Migratin Database Infrmatin Jb Detail Jb Ntificatin Jb Statistic Jb Lgs Appendix B: Quickr Migratr Custmizatin Supprt Table Appendix C: Quickr Migratr Cnfiguratin File QuickrMigratinWrker.xml Appendix D: Cnflict Reslutin Cntainer Level Cnflict Reslutin Cntent Level Cnflict Reslutin Ntices and Cpyright Infrmatin

5 What s New in this Guide Supprted migrating Quickr data t SharePint Supprted Discussin Bard in Mapping Optins > List Mapping. Added infrmatin abut maximum length f SharePint 2016/SharePint Online flder names and file names. Added infrmatin abut deleting illegal character mappings fr characters that are nt illegal in SharePint Updated Supprted and Unsupprted Elements in Quickr Migratr. 5

6 Abut Quickr Migratr DcAve Quickr Migratr prvides an efficient and cst-effective slutin fr the transfer f places, rms, flders, and pages frm Quickr t Micrsft SharePint 2010, SharePint 2013, SharePint 2016, and SharePint Online. DcAve allws SharePint administratrs t easily autmate the prcess f cnslidating multiple Quickr cntent surces int SharePint, therefre, maximizing return n investment in legacy cntent residing in Quickr. Quickr Migratr allws rganizatins t: Streamline the data transfer easily frm Quickr t SharePint Preserve and map all assciated metadata and security settings f Quickr 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 Quickr 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 Quickr 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. 6

7 Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Yu can Submit Yur Feedback n ur website. 7

8 Befre Yu Begin Refer t the sectins fr system and farm requirements that must be in place prir t installing and using DcAve Quickr Migratr. AvePint s Testing Plicy and Envirnment Supprt Supprted Sftware Envirnments AvePint is cmmitted t testing against all majr versins and service packs f SharePint as well as the latest versins f Windws Server and SQL Server, as Micrsft annunces supprt and cmpatibility. *Nte: AvePint des nt recmmend r supprt installing DcAve n client perating systems. Supprted Hardware AvePint is cmmitted t maintaining a hardware agnstic platfrm t ensure that DcAve perates n cmmn Windws file sharing and virtualizatin platfrms. T ensure that DcAve is hardware agnstic, AvePint tests hardware that is intended t supprt SharePint and DcAve infrastructure, strage targets, and hardware-based backup and recvery slutins, as supprted by AvePint s partnerships. AvePint directly integrates with the fllwing platfrms: any Net Share, IBM Strwize Family, FTP, Amazn S3, AT&T Synaptic, Drpbx, Bx, Caring Strage, Del DX Strage, EMC Centra, HDS Hitachi Cntent Platfrm, Rackspace Clud Files, TSM, Netwrk File System, and Windws Azure Strage. All ther hardware platfrms that supprt UNC addressable strage devices are supprted. *Nte: Due t changes in the IBM Tivli Strage Manager API, DcAve 6 Service Pack 6 and later versins require that TSM Client versin is installed n the Cntrl Service and Media Service servers. *Nte: Mst f the hardware partnerships referenced in this guide are intended t make use f advanced functinality (such as snapsht mirrring, BLOB snapshts, indexing, lng-term strage, WORM strage, etc.), and are nt indicatins that any changes t the prduct are required fr basic supprt. In mst cases, hardware can be supprted with n change t the prduct. Supprted Backup and Recvery DcAve supprts BLOB backup strage accrding t the list f hardware platfrms abve. BLOB snapsht functinally, hwever, is currently nly supprted n OEM versins and NetApp hardware. DcAve supprts SQL cntent and Applicatin database backups via the SharePint Vlume Shadw Cpy Service (VSS) n all Windws and SQL server platfrms listed abve. DcAve als supprts 8

9 snapsht-based SharePint VSS n all hardware listed abve where the hardware partner has certified supprt with Micrsft. DcAve supprts applicatin and cnfiguratin server backups fr all the supprted sftware envirnments listed abve. DcAve 6 SP5 supprts VM backup via Hyper-V/VMWare fr the fllwing perating systems: Windws Server 2008 R2, Windws Server 2012, Windws Server 2012 R2, and Micrsft Hyper V Server 2012 R2. Cnfiguratins In rder t use DcAve Quickr Migratr, the DcAve 6 platfrm must be installed and cnfigured prperly n yur farm. DcAve Quickr 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 Quickr 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, its system resurce needs are very lw. 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 Quickr Migratr prperly, ensure that the fllwing permissins are met. Required Permissins fr the Surce Befre using DcAve Quickr Migratr, ensure the DcAve Agent accunt in the surce has the fllwing permissins: 1. Lcal System Permissins: If there are n strict limitatins within yur rganizatin n the permissins that can be applied, add the surce DcAve Agent Accunt t the lcal Administratrs grup. Otherwise, ensure the surce Agent accunt has the fllwing permissins: Full Cntrl permissin t the Ltus Ntes installatin directry. Full Cntrl permissin t the Quickr installatin directry. 9

10 The permissins listed in Lcal System Permissins, which are autmatically cnfigured by DcAve during installatin. 2. Quickr Permissins: The permissins must be manually cnfigured prir t using DcAve 6 Ltus Ntes Migratr; it is nt autmatically cnfigured. Have the Manager rle fr all lcatins Quickr will be migrated. 3. 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 Migratin Database. Member has a Server Rle f dbcreatr t SQL Server. Required Permissins fr the Destinatin: Migratin t SharePint On- Premises Befre using Quickr Migratr fr SharePint n-premises, ensure that the destinatin Agent accunt has the fllwing permissins: 1. Lcal System Permissins: The permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. 2. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Quickr Migratr; they are nt autmatically cnfigured. Member f the Farm Administratrs grup Full Cntrl t all znes f all Web applicatins via User Plicy fr Web applicatins Managed Metadata Service Term Stre Administratr Other permissins required Managed Metadata Service Full Cntrl Managed Metadata Service Administratr 3. SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Quickr 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 Member has a Server Rle f dbcreatr t SQL Server 10

11 *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. Required Permissins fr the Destinatin: Migratin t SharePint Online Befre using Quickr 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 a 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, ne f the Web frnt-end servers f the farm where the registered site cllectins reside, r a 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 T register SharePint Online site cllectins in Cntrl Panel > Registered SharePint Sites > Manual Input Mde, the user 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 The user that is used t register the SharePint Online site cllectins in Cntrl Panel > Registered SharePint Sites > Scan Mde must have the fllwing permissins: The user rle f SharePint administratr Managed Metadata Service Term Stre Administratr 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. 11

12 Managed Metadata Service Term Stre Administratr Full Cntrl Administratr The user that is used t register SharePint n-premises site cllectins in Cntrl Panel > Registered SharePint Sites > Scan Mde must have the fllwing permissins: Full Cntrl permissin t all znes f all Web applicatins via User Plicy fr Web Applicatins. 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. User is a member f the Site Cllectin Administratr grup. Managed Metadata Service Term Stre Administratr Full Cntrl Administratr Lcal System Permissins The fllwing Lcal System Permissins are autmatically cnfigured during DcAve 6 installatin: User is a member f the fllwing lcal grups: IIS WPG (fr IIS 6.0) r IIS IUSRS (fr IIS 7.0) Perfrmance Mnitr Users DcAve Users (the grup is created by DcAve autmatically; it has the fllwing permissins): Full Cntrl t the Registry f HKEY_LOCAL_MACHINE\SOFTWARE\AvePint\DcAve6 Full Cntrl t the Registry f HKEY_LOCAL_MACHINE\System\CurrentCntrlSet\Services\eventlg Full Cntrl t the Cmmunicatin Certificate Permissin f Lg n as a batch jb (it can be fund within Cntrl Panel > Administrative Tls > Lcal Security Plicy > Security Settings > Lcal Plicies > User Rights Assignment) Full Cntrl t DcAve Agent installatin directry 12

13 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 with the 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 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 estimate hw lng yur migratin plans will take, in rder t better infrm stakehlder, the fllwing key factrs shuld be taken int cnsideratin prir t running yur migratin plans. Netwrk bandwidth between the Quickr and 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 A single 1 GB file will migrate far quicker than a millin files that have a sum f 1 GB. 13

14 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 Quickr Migratin. *Nte: Only the users in the DcAve Administratrs grup can use Health Analyzer. *Nte: When creating Health Analyzer prfiles, DcAve Quickr Migratin recmmends creating tw different prfiles t scan the surce Agent and the destinatin Agent separately. After selecting Quickr 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 Installatin Guide. 14

15 Getting Started Refer t the sectins belw fr imprtant infrmatin n getting started with DcAve Quickr Migratin. Launching DcAve Quickr Migratin T launch Quickr Migratin and access its functinality, fllw the instructins belw: 1. 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. 2. Click Migratin t view all f the Migratin mdules. 3. Click Quickr Migratin t launch that mdule. *Nte: If desired, access the License Details infrmatin fr Migratr prducts frm the Migratin landing page. Figure 1: DcAve Quickr Migratin launch windw. 15

16 Navigating DcAve DcAve mimics the lk and feel f many Windws prducts, making fr an intuitive and familiar wrking envirnment. While there are many windws, pp-up displays, and messages within DcAve prducts, they share similar features and are navigated in the same ways. Belw is a sample windw in DcAve. It features a familiar, dynamic ribbn, and a searchable, cntent list view. Figure 2: Navigating DcAve. 1. Ribbn Tabs Allws users t navigate t the DcAve Welcme page and within the active DcAve mdules. 2. Ribbn Panes Allws users t access the functinality f the active DcAve mdule. 3. Manage clumns ( ) Allws users t manage which clumns are displayed in the list. Click the manage clumns ( ) buttn, and then select the checkbxes next t the clumn names in the drp-dwn list. 4. Hide the clumn ( ) Allws users t hide the selected clumn. 16

17 5. Filter the clumn ( ) Allws users t filter the infrmatin in the List View. Click the filter the clumn ( ) buttn next t the clumn and then select the checkbx next t the clumn name. 6. Search Allws users t search the List View pane fr a keywrd r phrase. Yu can select Search all pages r Search current page t define the search scpe. *Nte: The search functin is nt case sensitive. 7. Management Pane Displays the actinable cntent f the DcAve mdule. 17

18 Abut Online Migratins An Online Migratin jb migrates cntent, cnfiguratins, securities, and metadata frm a surce Quickr envirnment t a destinatin SharePint envirnment when a netwrk between the surce and destinatin is available. 18

19 Online Migratin Overview T perfrm Online Migratin jbs, the fllwing steps must be perfrmed in this rder. Click the link t navigate t the crrespnding sectin. 1. Pre-migratin Cnfiguratins Cnfiguring Migratin Databases Cnfiguring Quickr Cnnectins Cnfiguring Filter Plicies (Optinal) Cnfiguring Mapping Settings (Optinal) Cnfiguring Dynamic Rules (Optinal) 2. Setting Up a Quickr Migratin Prfile a. Migratin Optins b. Mapping Optins c. Advanced Optins d. Managing Sub-prfiles 3. Perfrming a Quickr Migratin a. Select the Surce and Destinatin Ndes Creating Cntainers b. Select ne f the fllwing methds t perfrm an nline migratin Cnfiguring the Run Nw Interface Cnfiguring the Save As New Plan Interface 19

20 Pre-migratin Cnfiguratins Cnfigure the fllwing settings befre perfrming Quickr migratin. Click the link t navigate t the crrespnding sectin. Cnfiguring Migratin Databases Cnfiguring Quickr Cnnectins Cnfiguring Filter Plicies (Optinal) Cnfiguring Mapping Settings (Optinal) Cnfiguring Dynamic Rules (Optinal) Cnfiguring Migratin Databases In rder t use Quickr Migratr, yu must cnfigure a dedicated migratin database t stre links and detailed jb infrmatin in SQL fr every farm that will be using Quickr Migratin. Fr detailed infrmatin n the Migratin database schema, refer t Appendix A: Quickr 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 windw appears. 2. Select the farm r My Registered Sites that will be using Quickr Migratin. Each farm r My Registered Sites using Quickr Migratin requires the fllwing steps. 3. Click Cnfigure in the Manage grup. The Cnfigure windw appears. 4. Cnfigure the fllwing settings fr the database that will stre migratin jb data: a. Cnfigure Migratin Database Enter a new Database Server and a Database Name fr the migratin database. b. 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 click New Managed Accunt Prfile t create a new ne in Cntrl 20

21 Panel. Then, click Validatin Test t validate the accunt. Fr mre infrmatin abut creating managed accunt prfile, 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 migratin database cllapses, the data stred in the migratin database will be transferred t this standby database. Alternatively, yu can cnfigure a migratin database in the Advanced settings by entering a cnnectin string instead f cnfiguring the settings in Step 4. a. Click Advanced; the Cnnectin String sectin appears. b. Select the Edit cnnectin string directly checkbx t activate this feature. c. Enter the cnnectin string accrding t the example listed in the left pane. Fr mre infrmatin abut hw t cnfigure the cnnectin string, refer t the CnnectinString prperty in SQL Server Bks Online r SQL Server Tutrials by navigating t Start > Micrsft SQL Server > Dcumentatin and Tutrials. d. Click Validatin Test t test the cnnectin. 5. Click Save t finish and save the cnfiguratin, r click Cancel t return t the Migratin Database windw 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 windw. The detailed cnfiguratins are displayed in the View Details windw. Cnfiguring Quickr Cnnectins T use Quickr Migratr, yu must first cnfigure the Quickr Migratin cnnectin s that the DcAve Agents can cnnect t the Quickr Servers. In the Hme tab, click Cnfigure Cnnectin n the ribbn. The Quickr Cnnectin windw appears. Managing Quickr Cnnectins The Quickr Cnnectin interface displays any Quickr cnnectins that yu have previusly created. 21

22 In this interface, yu can change the number f Quickr cnnectins displayed per page and the rder in which they are displayed. T change the number f Quickr cnnectins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the Quickr cnnectins, click n a clumn heading such as Name, Agent, Ntes.INI File Path, and Last Mdified Time. Perfrm the fllwing actins in the Quickr Cnnectin windw: Create Click Create n the ribbn t create a new Quickr cnnectin. Fr details, refer t Creating and Editing Quickr Cnnectins. View Details Select a Quickr cnnectin and click View Details n the ribbn. The cnfigured settings fr this Quickr cnnectin are displayed in the View Details windw. Here yu can als click Edit n the ribbn t g t the Edit Quickr Cnnectin windw where yu can make changes t this Quickr cnnectin. Edit Select a Quickr cnnectin and click Edit n the ribbn t change the cnfiguratins fr this Quickr cnnectins. Fr details, refer t Creating and Editing Quickr Cnnectins. Delete Select ne r mre Quickr cnnectins 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 Quickr cnnectins, r click Cancel t return t the Quickr Cnnectin windw withut deleting the selected Quickr cnnectins. Creating and Editing Quickr Cnnectins T create a new Quickr cnnectin, click Create n the ribbn. T mdify a Quickr cnnectin, select the Quickr cnnectin, and then click Edit n the ribbn. In the Create a New Quickr Cnnectin r Edit the Quickr Cnnectin interface, cnfigure the fllwing settings. 1. Name and Descriptin Enter a name fr the Quickr cnnectin. Then enter an ptinal descriptin fr this Quickr cnnectin fr future reference. 2. Cnnectin Cnfigure the fllwing settings t cnnect the Quickr Server t the surce DcAve Agent. a. Agent Select a DcAve Agent installed in Quickr envirnment frm the drp-dwn list. b. NOTES.INI cnfiguratin file path NOTES.INI file can be fund in the Quickr 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 full path where NOTES.INI file is lcated. c. User ID file Click here link which is in the sentence belw NOTES.INI cnfiguratin file path t lad the user ID file, then select ne frm the drp-dwn list. d. Passwrd Enter the passwrd f the user that yu have selected in User ID file. 22

23 e. Quickr Versin Select the versin f yur Quickr frm the drp-dwn list. Click the Validatin Test buttn t check the passwrd. 3. Click Save t save the cnfiguratins and return t the Quickr Cnnectin windw, r click Cancel t return t the Quickr Cnnectin windw withut saving any changes. Cnfiguring Filter Plicies Filter Plicy allws yu t set up filter rules s that yu can cntrl what pages within Quickr appear, and yu can target cntent mre precisely. By setting up and saving filter plicies, yu can apply the same filter plicies t different Quickr 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 windw displays any filter plicies that yu have cnfigured. In this windw, 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. Perfrm the fllwing actins in the Filter Plicy windw: Create Click Create n the ribbn t create a new filter plicy. Fr details, refer t Creating and Editing Filter Plicies. View Select a filter plicy and click View n the ribbn t view detailed settings f a selected filter plicy. Edit Select a filter plicy and click Edit n the ribbn t change the cnfiguratins fr this filter plicy. Fr details, refer t Creating and Editing Filter Plicies. Delete Select ne r mre filter plicies 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 filter plicies, r click Cancel t return t the Filter Plicy windw withut deleting the selected filter plicies. Creating and Editing Filter Plicies T create a new filter plicy, click Create n the ribbn. T mdify a filter plicy, select the filter plicy, and then click Edit n the ribbn. In the Create a New Filter Plicy r Edit Filter Plicy windw, cnfigure the fllwing settings: 1. Name Enter a Name fr this filter plicy. 2. Descriptin Enter an ptinal Descriptin fr future reference. 23

24 3. Filter Rule A filter rule allws yu t filter pages that yu want t migrate by setting up a set f filter criteria. Fllw the steps belw t set up yur wn filter rules. a. Click Add a Filter Level Grup t create a Time Range filter level. The default rule is Created Time and yu can select Mdified Time frm the drp-dwn list. b. In the Cnditin clumn, time cnditin can be selected frm Befre, After, Within, and Older Than. Set up Time Zne and the exact time in the Value clumn. c. Click the delete ( ) buttn t delete ne r mre selected filter rules. d. Yu can change the lgical relatinship between filter rules. There are tw types f lgic: And and Or. By default, the lgic is set t And. And The cntent which meets all the filter rules will be filtered t be included. Or The cntent which meets any ne f the filter rules will be filtered t be included. Basic Filter Cnditins View the lgical relatinship f the filter rules in this area. 4. Click Save t save the cnfiguratins and return t the Filter Plicy windw, r click Cancel t return t the Filter Plicy windw withut saving any changes. Cnfiguring Mapping Settings Befre perfrming a Quickr migratin jb, yu may want t define User Mapping, Grup Mapping, Permissin Mapping, and Dynamic Mapping. Refer t the fllwing sectins t decide whether t cnfigure the mapping settings, and learn hw t cnfigure the mapping settings. User Mapping User mapping maps an existing surce nde user 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 detailed instructins 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 in the fllwing frmat: username/rgname username/rgname/rgname username/rgname/rgname/rgname The rganizatin in Quickr can be multilevel and here the rgname yu enter can als be multilevel. 24

25 Grup Mapping Use grup mapping t map an existing surce grup name t a SharePint grup. During the migratin, Migratr will replace the surce grup name with yur specified grup name in the destinatin nde. T access Grup Mapping, click 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 detailed instructin n setting up grup 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. *Nte: If a user mapping and a permissin mapping are used simultaneusly, the permissin f the destinatin user is the merged result f the mapped user s permissin and the mapped permissin. Managing Permissin Mappings 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 windw, all permissin mappings that yu have created are displayed. In this windw, 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. 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, refer t Cnfiguring and Editing Permissin Mappings. View Details Select a permissin mapping and click View Details n the ribbn. The cnfigured settings fr this permissin mapping are displayed in the View Details windw. Here yu can als click Edit n the ribbn t g t the Edit windw where yu can make changes t this permissin mapping. Edit Select a permissin mapping and click Edit n the ribbn t change the cnfiguratin f this permissin mapping. Fr details, refer t Cnfiguring and Editing Permissin Mappings. Delete Select ne r mre permissin mappings and click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. 25

26 Click OK t delete the selected permissin mappings, r click Cancel t return t the Permissin Mapping windw withut deleting the selected permissin mappings. Cnfiguring and Editing Permissin Mappings T create a new permissin mapping, click Create n the ribbn. T edit a permissin mapping, select the permissin mapping and then click Edit n the ribbn. In the Create r Edit windw, 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. 2. Permissin Mapping Set up the mapping f Quickr permissins t SharePint permissins. Chse a 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 levels that meets yur requirements, yu can custmize ne by selecting New SharePint Permissin Level frm the drp-dwn list. 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 permissin level, viewing details f a level, editing a level, r deleting a level. T access Manage SharePint Permissin Level, click Prfile Settings n the ribbn n 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 windw displays all permissin levels that yu have created. In this windw, 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. 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, refer t Creating and Editing SharePint Permissin Levels. View Details Select a SharePint permissin level and click View Details n the ribbn. The cnfigured settings f a custmized permissin level r the default settings f a default SharePint permissin level are displayed in the View Details windw. Edit Select a SharePint permissin level and click Edit n the ribbn t change the cnfiguratins fr this SharePint permissin level. Fr details, 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. 26

27 Delete Select ne r mre SharePint permissin levels 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 permissin levels, r click Cancel t return t the Manage SharePint Permissin Level windw withut deleting the selected permissin levels. Creating and Editing SharePint Permissin Levels T create a new SharePint permissin level, click Create n the ribbn. T mdify a custmized SharePint permissin level, select the permissin level, and then click Edit n the ribbn. In the Create a New SharePint Permissin Level r Edit the SharePint Permissin Level windw, 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 Save t save the cnfiguratin and return t the Manage SharePint Permissin Level windw, r click Cancel t return t the Manage SharePint Permissin Level windw withut saving any change. Cnfiguring Dynamic Rules Dynamic rule maps the Quickr 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 Mapping, click Prfile Settings n the ribbn f Hme tab. In the Prfile Settings tab, click Dynamic Rule n the ribbn. The Dynamic Rule interface appears. In the Dynamic Rule windw, yu will see a list f previusly cnfigured dynamic rules. In this windw, 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. Yu may perfrm the fllwing actins t a Dynamic Rule: Create Click Create n the ribbn t create a dynamic rule. Fr details, refer t Creating and Editing Dynamic Rules. 27

28 View Details Select a dynamic rule and click View Details n the ribbn. The cnfigured settings fr this dynamic rule are displayed in the View Details windw. Here yu can als click Edit n the ribbn t g t the Edit the Dynamic Rule windw where yu can make changes t this dynamic rule. Edit Select a dynamic rule and click Edit n the ribbn t change the cnfiguratin f this dynamic rule. Fr details, refer t Creating and Editing Dynamic Rules. Delete Select ne r mre dynamic rules 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 dynamic rule, r click Cancel t return t the Dynamic Rule windw 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 dynamic rule, select the dynamic rule and then click Edit n the ribbn. In the Create a New Dynamic Rule windw r Edit the Dynamic Rule windw, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Name fr the dynamic rule that yu are abut t create r edit. Then enter an ptinal Descriptin. 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 mappings. Click Brwse, and then navigate t the DLL file yu want t use. Select the specified DLL file and then click Open. *Nte: AvePint prvides a sample cde fr the DLL file. Click the Dwnlad the Sample Cde link in the left descriptin t dwnlad the sample cde. 3. Click Save t save the cnfiguratin and return t the Dynamic Rule windw. Click Cancel t return t the Dynamic Rule windw withut saving any cnfiguratin r changes. 28

29 Setting Up a Quickr Migratin Prfile The migratin prfile allws yu t define numerus settings fr the migratin jbs, including Migratin Optins, Filter Optins, Mapping Optins, and Advanced Optins. While it is theretically pssible t run an nline migratin jb using the default migratin prfile 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. Fllw the instructins belw t create a migratin prfile. 1. On the Hme tab, click Prfile Settings in the Prfile grup. The Prfile Settings tab appears. 2. In the Prfile/Sub-prfile grup, click New. 3. Enter a prfile name in the pp-up windw and click Save. 4. Select the Migratin Optins frm the left-hand pane. Select a Migratin Optins sub-prfile frm the drp-dwn list. Fr details abut this sectin, refer t Migratin Optins. 5. Select the Filter Optins frm the left-hand pane. Select a filter plicy frm the drp-dwn list r 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. 6. Select the Mapping Optins frm the left-hand pane. Select a Mapping Optins sub-prfile frm the drp-dwn list. Fr details abut this sectin, refer t Mapping Optins. 7. Select the Advanced Optins frm the left hand pane. Cnfigure the Dynamic Rule, the Character Length Settings, and the Illegal Character Replacement Settings. Fr details abut this sectin, refer t Advanced Optins. 8. Click Save t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace the existing main prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Click Discard Changes t clear all the mdificatins having been made t the current main prfile. Migratin Optins Migratin Optins allw yu t cnfigure which cntent settings and security settings can be migrated. Set up a Migratin Optins sub-prfile by the fllwing steps. 1. On the Hme tab, click Prfile Settings in the Prfile grup. The Prfile Settings tab appears. 2. Click Migratin Optins n the left-hand pane. 3. In the Sub-prfile grup, click Edit Sub-prfile t make the Migratin Optins field active. 4. In the Prfile/Sub-prfile grup, click New. 5. Enter a sub-prfile name in the pp-up windw and click Save. 6. Click the Cntent tab t cnfigure the fllwing cntent migratin settings: 29

30 Managed Path When chsing a Web applicatin, site cllectin, r site as the destinatin nde, a site cllectin, site, and/r child site will be created autmatically during the migratin jb. Yu can define the managed path, the site template, and the site language fr the created site cllectin/site/child site. Custmize a managed path Enter a custmized managed path in the text bx. Sites is prvided as default. Site template Select a site template frm the drp-dwn list. By default, Team Site is selected. Site language Select a site language frm the drp-dwn list. English is selected by default. *Nte: If the selected site language des nt exist in the destinatin, the site cllectin r site cannt be created successfully, and the surce place and rm cannt be migrated t the destinatin. Navigatin Optins Chse navigatin design ptins fr destinatin sites that are generated frm a Quickr place r rm. Display the site n the tp link bar f the parent site when creating a site Display the site n the Quick Launch f the parent site when creating a site Inherit tp link bar f the parent site when creating a site Rt Page Optin Enter the name f the library r list that the surce rt pages are migrated t. Rt is prvided as the default name. *Nte: The library r list template is determined by what yu select in Default List Template. Image Optins Nrmally the embedded images in the surce Quickr pages are added as attachments f items, which are generated frm the pages. T extract the embedded images frm the items and cllect them in a picture library in SharePint, select the Extract embedded images frm Quickr int Picture Library checkbx. Quickr Picture Library is prvided as the default name f the picture library where yu wish the embedded images t be migrated. Yu can als custmize the name by entering a picture library name in the text bx. Attachment Migratin Optins Allws yu t cllect the attachments that are nrmally migrated as attachments f the items generated frm Quickr pages t a separated dcument library in SharePint. Select the Migrate attachments t separated Dcument Library checkbx. Quickr Attachment Library is prvided as the default name f the dcument library where yu wish the attachments t be migrated. Yu can als custmize the name by entering a dcument library name in the text bx. Flder Structure Management Chse whether t cllapse the flder structure f the migrated cntent. Cllapse all the flder structure Migrates all f the pages f the nested flders t a same library r list by breaking the surce flder structure. Select the Add a 30

31 clumn t keep the surce path checkbx t keep the surce path f pages and enter the clumn name in the text bx. By default, DcAve Surce Path is prvided. *Nte: If yu migrate mre than 2000 items at ne time t a destinatin, SharePint perfrmance might be affected. *Nte: If yu have cnfigured a list mapping fr the surce tp-level flder, the library r list template is determined by the list mapping. If n list mapping is cnfigured fr the surce tp-level flder, the library r list template is determined by what yu selected in Default List Template. Index Migratin Optins Chse whether t migrate the surce index t a Links list in the destinatin. Select the Migrate the surce index t a Links list checkbx and enter a list name in the text bx. By default, Index is prvided. Default List Template Select a default list template frm the drp-dwn list. This list template will be used as the template f the lists that are generated frm the surce tp-level flders. 7. Click the Security tab t cnfigure Permissin Inheritance, which allws yu t chse whether the site generated frm the surce place r rm will inherit its parent site permissin. 8. Click Save t save the sub-prfile. Alternatively, click Save As and enter a sub-prfile name t save it as anther sub-prfile. Select Save and replace the existing sub-prfile t replace the riginal sub-prfile. Otherwise, the sub-prfile is saved withut remving the riginal subprfile. Click Discard Changes t clear all mdificatins having been made t the current subprfile. Mapping Optins Mapping Optins allw yu t cnfigure list mapping, cntent type mapping, and security mapping. Set up a Mapping Optins sub-prfile by the fllwing steps. 1. On the Hme tab, click Prfile Settings in the Prfile grup. The Prfile Settings tab appears. 2. Click Mapping Optins n the left-hand pane. 3. In the Sub-prfile grup, click Edit Sub-prfile t make the Mapping Optins field active. 4. In the Prfile/Sub-prfile grup, click New. 5. Enter a sub-prfile name in the pp-up windw and click Save. 6. Click the List Mapping tab and cnfigure the fllwing settings t map Quickr flders t SharePint lists. A default list mapping is prvided t map the surce Library flder t the destinatin Library with the template f Dcument Library. a. Click Add a List Mapping and then a mapping entry appears fr yu t cnfigure relevant rules. 31

32 b. In the text bx under the Quickr Place/Rm Name clumn, enter the name f the Quickr place r rm where the Quickr flder yu wish t map resides. *Nte: Yu can leave the Quickr Place/Rm Name as blank. The list mapping will take effect n all flders that have the same flder name within the selected surce ndes. c. In the text bx under the Quickr Flder Name clumn, enter the name f the Quickr flder that yu wish t map. d. In the text bx under the SharePint List Name clumn, enter the name f the SharePint list that yu wish the Quickr flder t be mapped t. If the entered list name des nt exist in the destinatin, a new list with the entered name will be created autmatically during the migratin. If yu enter an existing list, make sure the list template yu select in step e 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 and a suffix (_1) is added at the end f the list name. e. Select r enter a template fr yur specified SharePint list frm the SharePint List Template drp-dwn list. Custm List, Dcument Library, Wiki Page Library, and Discussin Bard are prvided. *Nte: Discussin Bard is nly supprted when the language f the destinatin site cllectin is English. f. Repeat the steps abve t add mre mappings. g. T delete ne r mre list mappings, select them and then click Delete the Selected List Mapping(s). Yu can als click the delete ( ) buttn t remve a list mapping. *Nte: The surce flder Calendar, Tasks, Index, and Rt are nt supprted fr List Mapping. 7. Cnfigure the Cntent Type Mapping. Yu can chse t cnfigure cntent type and 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 it manually. Chse Use the cntent type mapping generated by Migratr Tl t autmatically apply the cntent type mapping that yu cnfigured in the DcAve Migratr Tl during the migratin. *Nte: If yu chse this ptin, make sure that yu have generated the cntent type mapping by the DcAve Migratr Tl; therwise, the metadata f the surce pages will nt be migrated t the destinatin. T cnfigure the cntent type mapping in this page, select the Manually cnfigure the cntent type mapping ptin and the Rule tab appears. Cnfigure the fllwing settings t set up a rule: Cntent Type Mapping This is used t map a Quickr frm t a SharePint cntent type. Enter the name f a Quickr frm in the Quickr Frm clumn, and 32

33 enter the name f a SharePint cntent type in the SharePint Cntent Type clumn. Nte the fllwing: If the SharePint cntent type des nt exist in the destinatin, a new cntent type with the entered name will be created autmatically during the migratin. If yu enter an existing cntent type in SharePint, by default, the cntent type will be updated. If yu d nt wish t update this cntent type, yu need t disable Update Cntent Type in a cnfiguratin file. On the destinatin DcAve Agent server, navigate t \AvePint\DcAve6\Agent\data\Migratr\QuickrSettings\Cnfigurati nfile t pen QuickrMigratinWrker.xml with Ntepad and change the value f <CntentTypeCnfig UpdateCntentType= True > t False. Clumn Mapping Allws yu t specify the SharePint clumn name and SharePint clumn type fr the mapped Quickr field. Click Add a Clumn Mapping. Enter the name f a Quickr field in the Quickr Field Name clumn, and enter the name f a SharePint clumn in the SharePint Clumn Name clumn. 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 clumn mappings, select the mappings and then click Delete the Selected Clumn Mapping(s). Yu can als click the delete ( ) buttn t remve a clumn mapping. *Nte: If yu select Managed Metadata, it requires yu t specify the term set path, and chse whether t allw multiple values in this clumn. Fr example, in the Term Set Path text bx, System is the grup name; ; is the separatr; Keywrds stands fr the term set. 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. Click the plus ( ) buttn beside the Rule 1 tab t add mre rules. 8. Click the Security Mapping tab t chse user mapping, grup mapping, permissin mapping, and cnfigure AD grup mapping. User Mapping Select a 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 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. 33

34 AD Grup Mapping Allws yu t map the Quickr 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 Quickr grup in the clumn f Quickr 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 AD grup mappings, select the mappings and then click Delete the Selected AD Grup Mapping. Yu can als click the delete ( ) buttn t remve an AD grup mapping. Permissin Mapping Select a 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 Cnfiguring and Editing Permissin Mappings. *Nte: If yu d nt cnfigure r select any permissin mapping, the default permissin mapping will be applied during the migratin. 9. Click Save t save the sub-prfile. Alternatively, click Save As and enter a sub-prfile name t save it as anther sub-prfile. Select Save and replace the existing sub-prfile t replace the riginal sub-prfile. Otherwise, the new sub-prfile is saved withut remving the riginal subprfile. Click Discard Changes t clear all mdificatins having been made t the current subprfile. Advanced Optins Advanced Optins allw yu t cnfigure Dynamic Rule, Character Length Settings and Illegal Character Replacement Settings. T set up Advanced Optins, cmplete the fllwing steps: 1. On the Hme tab, click Prfile Settings in the Prfile grup. The Prfile Settings tab appears. 2. Click Advanced Optins n the left-hand pane. Yu can cnfigure the fllwing settings: Dynamic Rule Maps the surce Quickr field names and the crrespnding values t SharePint clumn names and clumn values. Select a dynamic rule frm the drpdwn list r click New Dynamic Rule t create a new ne. Fr details n creating a dynamic rule, refer t Creating and Editing Dynamic Rules. Character Length Settings This is used t set character length limitatins fr flder name, file name, and SharePint URL. Maximum Length f the flder name The default value is 60 and yu can define the value between 1 and 260. Nte that nly the SharePint 2016 r SharePint Online flder name length can be between 129 and 260 characters. 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. 34 Maximum Length f the file name The default value is 80 and yu can define the value between 1 and 260. Nte that nly the SharePint 2016 r SharePint Online file name length can be between 129 and 260 characters.

35 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. Maximum Length f the SharePint URL The default value is 255 and yu can define the value between 1 and 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 until 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 until 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 until 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 underscre (_). Click the Grup Level, Flder Level, r File Level tab. T mdify an illegal character mapping, duble-click an underscre in the Replace with clumn behind an illegal character and change it t a new character. T add an illegal character mapping, click Add an Illegal Character. Then, enter the illegal character in the Illegal character in SharePint clumn and enter the crrespnding valid character in the Replace with clumn. Click Add an Illegal Character again and anther illegal character mapping can be created. T delete ne r mre illegal character mappings, select the mappings and click Delete the Selected Illegal Character(s). Yu can als remve an illegal character mapping by clicking the delete ( Nte the fllwing: ) buttn. In SharePint 2016, ~, &, {, and } are nt flder level illegal characters; ~, &, *, :, {, }, and are nt file level illegal characters any mre. Yu can delete mappings f these characters, but nte that the deletin may result in errrs n migratin jbs if the prfile is applied t jbs whse destinatin is SharePint 2010, SharePint 2013, r SharePint Online. If yu want t delete mappings fr default illegal characters, yu must disable the <IsEnableIllegalCharReplacement Flag="true"/> nde in the MigratinCmmnCnfiguratin.xml cnfiguratin file. The file is lcated in the \AvePint\DcAve6\Agent\data\Migratr\MigratinCmmnMigratr 35

36 Managing Sub-prfiles Refer the infrmatin belw t manage an existing sub-prfile. Editing an Existing Sub-prfile T edit an existing sub-prfile, cmplete the fllwing steps: directry n the destinatin DcAve Agent server. Otherwise, the deleted default illegal character will still be replaced with an underscre (_). 1. Select an existing sub-prfile frm the Sub-Prfile drp-dwn list. 2. Click Edit Sub-prfile in the Sub-prfile grup. 3. Click Save in the Prfile/Sub-prfile grup t save the sub-prfile settings. Alternatively, click Save As and enter a sub-prfile name t save it as anther sub-prfile. Select Save and replace the existing sub-prfile t replace the riginal sub-prfile. Deleting an Existing Sub-prfile T delete an existing sub-prfile, cmplete the fllwing steps: 1. Select an existing sub-prfile frm the Sub-Prfile drp-dwn list. 2. Click Delete in the Prfile/Sub-prfile grup t delete the sub-prfile, r click Delete next t the sub-prfile name in the drp-dwn list. *Nte: The default sub-prfile and the sub-prfile used in the main prfile cannt be deleted. Dwnlading an Existing Sub-prfile T dwnlad an existing sub-prfile, cmplete the fllwing steps: 1. In the Prfile Settings tab, click Migratin Optins r Mapping Optins n the left-hand panel. 2. Click Edit Sub-prfile in the Sub-prfile grup t make the Migratin Optins r Mapping Optins field active. 3. Click Dwnlad in the Sub-prfile grup t save the sub-prfile t the lcal disk. Uplading a Cnfigured Sub-prfile T uplad a cnfigured sub-prfile, cmplete the fllwing steps: 1. In the Prfile Settings interface, click Migratin Optins r Mapping Optins n the left panel. 2. Click Edit Sub-prfile in the Sub-prfile grup t make the Migratin Optins r Mapping Optins field active Click Uplad in the Sub-prfile grup.

37 4. Select a cnfigured 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 Uplads the sub-prfile and adds a suffix in the sub-prfile name, fr example, subprfile_1. Overwrite current prfile Replaces the existing sub-prfile. The Default Mappings and Default Migratin Optins sub-prfiles cannt be verwritten. 37

38 Perfrming a Quickr Migratin A Quickr Migratin migrates cntents, securities, and cnfiguratins frm Quickr t the SharePint envirnment. T start a Quickr migratin jb, click Online Migratin n the ribbn. T perfrm a Quickr 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 windw appears. Cnfigure the fllwing settings. a. Agent Select the DcAve Agent installed in Quickr envirnment frm the drp-dwn list. b. Cnnectin Select the Quickr cnnectin. c. Quickr Server Select the surce Quickr server frm the drp-dwn list. d. 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. e. Select the nde that stres data yu wish t migrate. If wrking in a large envirnment, enter the name f the nde (fr example, place and rm) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search fr the ndes that have names displayed in the currently expanded tree. The ndes that are nt displayed in the expanded tree cannt be searched. f. Select the surce nde by selecting the crrespnding checkbx. 2. In the Destinatin pane, click the farm name r My Registered Sites t expand the data tree. *Nte: Make sure that yu have cnfigured the migratin database; therwise, the destinatin farm will be unavailable. Fr details n cnfiguring a migratin database, refer t Cnfiguring Migratin Databases. T select the destinatin nde: a. Find the destinatin nde that yu wish t migrate the surce data t. 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: 38 i. Rule Select the rule fr this search. The table belw lists the supprted rules fr each nde that is supprted fr Advanced Search.

39 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 SharePint Online (My Registered Sites) Sites Site: Name Site: URL Lists List/Library: Name List/Library: URL 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 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 r site by entering the specified name and click Create Cntainer. Fr details n creating cntainers, refer t Creating Cntainers. 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 windw appears. Fr mre infrmatin n hw t cnfigure the Run Nw windw, 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 Quickr Migratin can be a Web applicatin, site cllectin, r site. 39

40 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: Creating a Site Cllectin Cnfigure these settings in the Create Cntainer windw: 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 ( the user is valid, r click the brwse ( page. ) buttn t check whether ) buttn t select peple and grups in a new 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 windw. Creating a Site Cnfigure these settings in the Create Cntainer windw: 40 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.

41 Click OK t create the new site, r click Cancel t clse the Create Cntainer windw. Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the fllwing settings t perfrm a migratin immediately: 1. Cnflict Reslutin Specify the cnflict reslutin when the item name in the Quickr cnflicts with an existing item in the SharePint. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check the lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f the cntent level cnflict reslutin ptinal. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. 2. Prfile Selectin Cnfigure the related migratin ptins, filter ptins, mapping ptins and advanced ptins fr the migratin jb. Select a prfile frm the drp-dwn list. Quickr Migratin prvides yu a default main prfile named Default Prfile. 3. Migratin Actin Chse ne f the fllwing migratin actin: Attach A site fr the surce place will be created underneath the selected destinatin nde, and a site fr the surce rm will be created underneath the site fr the place. Merge The cntent f the surce place will be added t the selected destinatin nde, and a site fr the surce rm will be created underneath the destinatin nde. 4. 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. 5. Migratin Database Use the migratin database t stre links within the surce data. Yu can als chse ne f the fllwing ptins: Stre jb data in the migratin database Select this checkbx t stre detailed jb infrmatin in the fllwing tables within the migratin database: DcAve6.QuickrM.JbDetail, DcAve6.QuickrM.JbNtificatin, and DcAve6.QuickrM.JbStatistics. Fr mre infrmatin abut the tables, refer t Appendix A: Quickr Migratin Database Infrmatin. Stre lg infrmatin in the migratin database Select this checkbx t stre lg infrmatin in the DcAve6.QuickrM.JbLgs table within the migratin database. Fr mre infrmatin abut the table, refer t Appendix A: Quickr Migratin Database Infrmatin. Check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details, Agent Name and Status are displayed. 6. 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. 41

42 7. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Quickr 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. 8. Click OK t run the jb immediately r click Cancel t return t the Hme page f Online Migratin. Cnfiguring the Save As New Plan Interface In the Save As New Plan interface, cnfigure the fllwing settings t build up a migratin plan: 1. Plan Name Enter a name fr the plan that yu are abut t create. Then enter an ptinal Descriptin. 2. Prfile Selectin Cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a prfile frm the drp-dwn list t apply the migratin settings t the migratin jb. Quickr Migratin prvides yu a default main prfile named Default Prfile. 3. Migratin Actin Chse ne f the fllwing migratin actin: Attach A site fr the surce place will be created underneath the selected destinatin nde, and a site fr the surce rm will be created underneath the site fr the place. Merge The cntent f the surce place will be added t the selected destinatin nde, and a site fr the surce rm will be created underneath the destinatin nde. 4. 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. 5. 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 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. 6. Schedule Settings (This sectin nly appears when yu chse Cnfigure the schedule myself) 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 schedule by clicking the delete ( ) buttn behind a crrespnding schedule. 42

43 7. 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. 8. 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. 9. Migratin Database Use the migratin database t stre link data. Yu can als chse ne f the fllwing ptins: Stre jb data in the migratin database Select this checkbx t stre detailed jb infrmatin in the fllwing tables within the migratin database: DcAve6.QuickrM.JbDetail, DcAve6.QuickrM.JbNtificatin, and DcAve6.QuickrM.JbStatistics. Fr mre infrmatin abut the tables, refer t Appendix A: Quickr Migratin Database Infrmatin. Stre lg infrmatin in the migratin database Select this checkbx t stre lg infrmatin in the DcAve6.QuickrM.JbLgs table within the migratin database. Fr mre infrmatin abut the table, refer t Appendix A: Quickr Migratin Database Infrmatin. Check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details, Agent Name and Status are displayed. 10. 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. Then the Run Nw windw 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 (Add and Mdify) 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 Quickr 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 cnflict 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 43

44 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 Quickr 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. 11. 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 mdified cntent (Add and Mdify) and the failed cntent f the surce nde since the last migratin jb. 2. Cnflict Reslutin Allws yu t specify the cnflict reslutin fr handling when the item name in Quickr 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 fr cnflicts, 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. 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: 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 ccurrence(s) 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. 44

45 6. Click Save t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any changes. 45

46 Quickr Migratin fr SharePint Online Yu can use Quickr Migratin t migrate Quickr bjects t SharePint Online. T perfrm this functin prperly, yu must cnfigure yur SharePint sites in Cntrl Panel. Fr mre detailed infrmatin n cnfiguring SharePint sites, refer t the Registered SharePint Sites sectin in the DcAve 6 Cntrl Panel Reference Guide. Befre using Quickr Migratin fr SharePint Online, make sure yu have purchased the crrespnding Quickr 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 Quickr Migratin fr SharePint Online licenses are available. Fr details n hw t manage migratin prfiles r perfrm a Quickr Online Migratin jb, refer t Abut Online Migratins. *Nte: Quickr 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 Quickr Migratin t SharePint Online. This ptin replaces nn-existent destinatin users with a placehlder accunt in the destinatin Active Directry. *Nte: Yu can use a DcAve Agent that cannt cnnect t the internet t run a Quickr 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. 46

47 Supprted and Unsupprted Elements in Quickr Migratr The fllwing table lists the current supprted and unsupprted elements fr Quickr Migratr. DcAve Quickr Migratr des nt supprt the elements that are nt listed in the table belw. Surce Element Destinatin Object Supprt Status Nte Place Site Cllectin Supprted Site Rm Site Supprted List N/A Unsupprted (Quickr 8.5) Flder Custm List Supprted Dcument Library Wiki Page Library Discussin Bard Flder Blg Place Site Cllectin Supprted Site Blg Entry Item Supprted Wiki Place Site Cllectin Supprted Site Wiki Page Item Supprted Page Item Supprted Draft Page Item Supprted Wrkflw N/A Unsupprted Page Revisin Item Supprted Page Versin N/A Unsupprted Discussin Bard is nly supprted when the language f the destinatin site cllectin is English. (Quickr 8.5) Calendar Item in Calendar Supprted Task Item in Task Supprted Bullet\Numbered List N/A Supprted Table N/A Supprted Image N/A Partially Supprted Fr the image that is upladed thrugh the External Image methd, the cntent f the image are nt displayed in the destinatin. Emticn N/A Supprted 47

48 Surce Element Destinatin Object Supprt Status Nte Attachment N/A Supprted Hyperlink N/A Supprted Custmize Frms Cntent Type Partially Supprted The Sample Frm is supprted. The page that uses the Micrsft Office Custm Frm can be migrated t the destinatin, but sme redundant files are als migrated t the destinatin. The page uses the Imprted HTML Custm Frm can be migrated t the destinatin, but files within the page cannt be migrated t the destinatin. Field-Plain Text/Rich Clumn Supprted Text/Legacy Rich Text Field-Text Area Clumn Supprted Field-Pp-up List Clumn Partially Supprted Only the ptin selected in the surce is supprted. The deselected ptins are unsupprted fr migratin. Field- Clumn Supprted Date/Time/Name Pp-up Field-Calendar Date- Clumn Supprted Time Field-Task Clumn Supprted Field-Ntificatin N/A Unsupprted Indicatr Field-Nn-Editable N/A Unsupprted Rich Text Field-Cntent Authr N/A Unsupprted Field-Creatin Date N/A Unsupprted Field-Last Cntent N/A Unsupprted Editr Field-Last Mdified N/A Unsupprted Date Field-Cntent Size N/A Unsupprted Field-Serial Number N/A Unsupprted 48

49 49

50 Managing Plans The Plan Manager allws users t view, edit, delete, test run, and run plans. After launching the migratin mdule, click the Plan Manager tab next t the Hme tab. In the Plan Manager interface, all plans that yu have 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. 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. *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. 50

51 Quickr Migratr Tl Quickr Migratr Tl resides in \AvePint\DcAve6\Agent\bin\MigratrTl.exe. This tl is used t scan the surce bjects and generate the Scan Analysis Reprt t help determine whether there will be any ptential risks in the migratin jb. Yu can als use this tl t generate the cntent type and user mappings fr the selected places, which will be used t migrate the surce cntent and security. Refer t the DcAve 6 Supplementary Tls User Guide fr instructins n using this tl. 51

52 Accessing Quickr 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 using nly the 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 Q t enter the Quickr Migratin interface. T access Ht Key mde, in Quickr 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 Quickr Migratin Hme Page. Operatin Interface Ht Key Quickr Migratin Hme Page H Quickr Migratin 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 Quickr 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 Prfile Settings Cnfigure Cnnectin Migratin Database Jb Mnitr Functinality Name and Ht Key O PS CF MD J 52

53 Migratin Database Functinality Name and Ht Key Cnfigure C Save S Cancel C View Details V Cnfigure C Save S Cancel C Clse X Clse X Cnfigure Cnnectin Functinality Name and Ht Key Create N Save S Cancel C View Details V Edit E Clse X Edit E Save S Cancel C Delete D Clse X Prfile Settings Functinality Name and Ht Key Filter Plicy F Create N Save S Cancel C View V Edit E Cancel C Edit E Save S Cancel C Delete D Clse X Mappings M User Mapping U Grup G Mapping Permissin P Create N Mapping View Details V Edit E Delete D Manage SharePint M 53

54 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 Permissin Level Clse X Online Migratin Functinality Name and Ht Key New Plan N Select Surce SS OK O Cancel C Create Cntainer CC OK O Cancel C Save As New Plan A Save S Save SA Save and Run SR Nw Cancel C Run Nw R OK O Cancel C Change Surce SS OK O Cancel C Plan Manager Page T access the Plan Manager page by using ht keys, in the Quickr 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. 54

55 Functinality Name and Ht Key View Details V Surce & Destinatin SD Settings SE Edit E Clse X Edit E Surce & SD Destinatin Settings SE Save SA Save SA Save As A Save SR and Run Nw Cancel X Test Run TR OK O Cancel C Run Nw R OK O Cancel C Clse X Edit E Surce & SD Create CC OK O Destinatin Cntainer Cancel C Save SA Save SA Save As A Save SR and Run Nw Cancel X Settings SE Save SA Save SA Save As A Save SR and Run Nw Cancel X Prfile Settings P Delete D Test Run TR OK O Cancel C Run Nw R OK O Cancel C 55

56 Appendix A: Quickr Migratin Database Infrmatin Refer t the fllwing tables fr the detailed jb infrmatin stred in the migratin database. In Jb Detail, yu can view the 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. In Jb Lgs, yu can view the ID f the jb that the lg belngs t, the time that the lg was written, the detailed lg infrmatin, and the lg level. 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 Quickr migratin is QM. Fr example, QM , it indicates a Quickr migratin jb ID. SequenceId SurceObjectId SurceObjectParentID TargetObjectId TargetObjectParentID 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 The value is blank. 56

57 Clumn Name Descriptin Value SurceFullUrl It is the full URL f the surce The value is the full URL f the bject. surce bject. Use the value t find TargetFullURL SurceObjectTitle TargetObjectTitle SurceObjectType TargetObjectType SurceObjectSizeBytes TargetObjectSizeBytes 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. the surce bject. The value is the full URL f the target bject. Use the full URL t find the target bject. If the surce bject is nt migrated t the target, the clumn value is blank. The value is the title f the surce bject. The value is the title f the target bject. The value represents the type f the surce bject, which is different accrding t the surce yu selected. 999 Quickr Place 998 Quickr Rm 997 Quickr Page 996 Quickr Attachment 995 Quickr Flder 1001 Quickr Grup 1002 Quickr User The value represents the type f the target bject Web Applicatin 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. 57

58 Clumn Name Descriptin Value SurceObjectOwner It is the wner f the surce bject. The value represents the user wh creates the surce bject. 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 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. 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 58

59 Clumn Name Descriptin Value TruncatedPlicy It is the truncated plicy that is applied t the surce bject. 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. The value represents the truncated plicy that is applied t the surce bject. Clumn Name Descriptin Value SequenceId It is the ID f the sequence fr each jb. Nne N truncated plicy. Truncated The bject name is truncated. Renamed The bject name is renamed. MveUp The bject is mved up t the higher level. The value is the new name f the bject in the target after truncating r renaming. The value represents the status f using custm metadata. 0 Nt Used 1 Used The default value 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 Quickr migratin is QM. 59

60 Clumn Name Descriptin Value Fr example, QM , it indicates a Quickr migratin jb ID. 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 prefix fr Quickr Migratin is QM. Fr example, QM , it indicates a Quickr 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. 60

61 Clumn Name Descriptin Value 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 Quickr is 10. TargetAgentType It is the target Agent type. The value represents the target Agent type. 5 SharePint 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. 61

62 Clumn Name Descriptin Value 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 CntainerCnflictReslutin CntentCnflictResltuin MigratedBytes FailedBytes SkipedBytes FilteredBytes MigratedSiteCllectinCunt MigratedSiteCunt MigratedListCunt MigratedFlderCunt MigratedItemCunt FailedSiteCllectinCunt FailedSiteCunt It is the cntainer cnflict reslutin. 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. 1 Incremental Migratin The value represents the reslutin f cntainer cnflict. 0 Skip 5 Merge The value represents the reslutin f cntent cnflict. 0 Skip 2 Append 3 Overwrite 62

63 Clumn Name Descriptin Value FailedListCunt It is the number f the lists that are failed t be migrated. FailedFlderCunt It is the number f the flders that are failed t be migrated. FailedItemCunt It is the number f the items that are failed t be migrated. SkippedSiteCllectinCunt It is the number f the skipped site cllectins. SkippedSiteCunt It is the number f the skipped sites. SkippedListCunt It is the number f the skipped lists. SkippedFlderCunt It is the number f the skipped flders. SkippedItemCunt It is the number f the skipped items. FilteredOutSiteCllectinCunt It is the number f site cllectins that are filtered ut. FilteredOutSiteCunt It is the number f sites that are filtered ut. FilteredOutListCunt It is the number f lists that are filtered ut. FilteredOutFlderCunt It is the number f flders that are filtered ut. FilteredOutItemCunt It is the number f items that are filtered ut. 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. 63

64 Jb Lgs View the infrmatin f the jb lgs in the table belw. Clumn Name Descriptin Value JbId It is the ID f the jb that the lg belngs t. The prefix f the jb ID facilitates the distinctin f different migratins. The jb ID prefix fr Quickr migratin is QM. Fr example, QM , it indicates a Quickr migratin jb Time Message It is the time when the lg is written t the table. It displays the detailed infrmatin f the lg. ID. The value represents the time when the lg was written t the table. The value is the detailed lg infrmatin. Fr each piece f lg, there is a mark Surce r Destinatin. Surce The lg is f the actins f the surce DcAve Agent. Destinatin The lg is f the actins f the destinatin DcAve Agent. LgLevel It is the level f the lg. The value represents the level f the lg. INFO Infrmatin WARN Warning ERROR Errr DEBUG Debug 64

65 Appendix B: Quickr Migratr Custmizatin Supprt Table The fllwing table shws what kinds f surce nde are supprted t be migrated t the crrespnding destinatin ndes means the migratin is supprted. Migrate T Web Applicatin Site Cllectin Site List Flder Nte What t select when migrating What t Migrate Place Place Web Applicatin The surce place is migrated t a site cllectin f the selected Web applicatin. Place Site Cllectin The surce place is migrated t a site f the selected site cllectin. Place Site The surce place is migrated t a child site f the selected site. Place Web Applicatin 65

66 Migrate T What t Migrate Web Applicatin Site Cllectin Site List Flder Nte What t select when migrating Place Site Cllectin Place Site 66

67 Migrate T Web Site Site List Flder Nte What t select when migrating Applicatin Cllectin What t Migrate Rm Rm Web Applicatin Rm Web Applicatin The surce rm s place is migrated t a site cllectin f the selected Web applicatin. The surce rm is migrated t a site f the site cllectin named by the surce place. Rm Site Cllectin The surce rm s place is migrated t a site f the selected site cllectin. The surce rm is migrated t a child site f the site cllectin named by the surce place. Rm Site The surce rm s place is migrated t a child site f the selected site. The surce rm is migrated t a child site f the child site named by the surce place. Rm Site Cllectin 67

68 Migrate T What t Migrate Web Applicatin Site Cllectin Site List Flder Nte What t select when migrating Rm Site 68