DocAve 6 Lotus Notes Migrator

Transcription

1 DcAve 6 Ltus Ntes Migratr User Guide Service Pack 8 Issued Nvember

2 Table f Cntents What s New in this Guide... 5 Abut Ltus Ntes 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 Ltus Ntes Migratin Navigating DcAve Pre-migratin Cnfiguratins Cnfiguring Migratin Databases Cnfiguring Ltus Ntes Cnnectins Managing Ltus Ntes Cnnectins Creating and Editing Ltus Ntes Cnnectins Cnfiguring Filter Plicies Creating and Editing Filter Plicies

3 Cnfiguring Mapping Settings User Mapping Grup Mapping Permissin Mapping SharePint Permissin Levels Cnfiguring Dynamic Rules Managing Dynamic Rules Creating and Editing Dynamic Rules Cnfiguring Staging Lcatins (Offline Jbs Only) Managing Staging Lcatin Creating and Editing Staging Lcatins Abut Online Migratins Online Migratin Overview Setting Up a Ltus Ntes Online Migratin Prfile Migratin Optins Mapping Optins Advanced Optins Perfrming a Ltus Ntes Online Migratin Select the Surce and Destinatin Ndes Cnfiguring the Run Nw Interface Cnfiguring the Save As New Plan Interface Ltus Ntes Migratin fr SharePint Online Abut Offline Migratins Offline Migratin Overview Cnfiguring Ltus Nte Offline Migratin Prfiles Setting Up an Exprt Prfile Setting Up an Imprt Prfile Perfrming a Ltus Ntes Offline Migratin Exprting Data Imprting Data Supprted and Unsupprted Elements in Ltus Ntes Migratr Supprted and Unsupprted Ltus Ntes Dcument Elements

4 Supprted and Unsupprted Ltus Ntes Views and Fields Managing Sub-prfiles Editing an Existing Sub-prfile Deleting an Existing Sub-prfile Dwnlading an Existing Sub-prfile Uplading a Cnfigured Sub-prfile Managing Plans Ltus Ntes Migratr Tl Accessing Ltus Ntes Migratin Ht Key Mde Hme Page Migratin Database Cnfigure Cnnectin Prfile Settings Online Migratin Exprt Imprt Plan Manager Page Appendix A: Ltus Ntes Migratin Database Infrmatin Jb Detail Jb Ntificatin Jb Statistic Jb Lgs Appendix B: Ltus Ntes Custmizatin Supprt Table Appendix C: Ltus Ntes Migratr Cnfiguratin File LtusNtesMigratinWrker.xml Appendix D: Cnflict Reslutin Cntainer Level Cnflict Reslutin Cntent Level Cnflict Reslutin Ntices and Cpyright Infrmatin

5 What s New in this Guide Updated infrmatin abut the Create Flders by Field Values feature in Migratin Optins. 5

6 Abut Ltus Ntes Migratr DcAve Ltus Ntes Migratr lets SharePint administratrs easily autmate the prcess f cnslidating legacy Ltus Ntes implementatins int Micrsft SharePint 2013, SharePint 2010, SharePint 2016, and SharePint Online with minimal impact n end-users. Ltus Ntes Migratr allws rganizatins t: Streamline the data transfer easily frm Ltus Ntes t SharePint Preserve and map all assciated metadata and security settings f Ltus Ntes cntent during the migratin Plan migratin jbs accrding t business needs with granular r bulk cntent migratin and custmizable jb scheduling T ensure a cmplete and successful migratin, DcAve's Pre-Migratin Scanner prvides a detailed analysis f the migratin befre it is perfrmed. The DcAve Pre-Migratin Scanner will detect and ntify yu f any illegal characters, user permissins, user names, user dmains, and ther legacy elements that must be mapped in rder t migrate successfully int SharePint. Organizatins can further minimize business disruptin and time-t-value by leveraging AvePint Partner Services (APPS) t perfrm detailed data analysis, cntent and applicatin migratins, and pstmigratin verificatins. As with all AvePint sftware, ur SharePint Migratin tls leverage nly fully supprted Micrsft methdlgies and APIs. Cmplementary Prducts Many prducts and prduct suites n the DcAve 6 platfrm wrk in cnjunctin with ne anther. The fllwing prducts are recmmended fr use with DcAve Ltus Ntes Migratr: DcAve Cntent Manager fr SharePint fr restructuring r mving SharePint cntent. DcAve Reprt Center fr SharePint t examine pain pints in the SharePint infrastructure and reprt n SharePint user behavir and changes. DcAve Data Prtectin fr setting backup and recvery pints prir t adjusting SharePint gvernance plicies in this prduct. DcAve Replicatr t perfrm live r event-driven, as well as scheduled r ffline replicatin. Synchrnizatin and management f all cntent, cnfiguratins, and securities is perfrmed with full fidelity. 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 Ltus Ntes 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, FTP, Amazn S3, AT&T Synaptic, Bx, Caring Strage, Cleversafe, DELL DX Strage, Drpbx, EMC Atms, EMC Centera, Ggle Drive, HDS Hitachi Cntent Platfrm, IBM Spectrum Scale Object, IBM Strwize Family, Micrsft Azure Strage, NetApp Data ONTAP, NFS, OneDrive, Rackspace Clud Files, and TSM. All ther hardware platfrms that supprt UNC addressable strage devices are supprted. *Nte: AvePint has ended the test and develpment fr Caring Strage and DELL DX Strage in DcAve since DcAve 6 SP7 CU1, as the prviders f these tw platfrms have stpped the platfrm maintenance. *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 functin, 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 r later 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 Ltus Ntes Migratr, the DcAve 6 platfrm must be installed and cnfigured prperly n yur farm. DcAve Ltus Ntes Migratr will nt functin withut DcAve 6 present n the farm. T review a list f migratin surce versins and systems supprted by DcAve Migratr, refer t Appendix C Migratin Surce Envirnment in the DcAve 6 Installatin Guide. Agents DcAve Agents are respnsible fr running DcAve jbs and interacting with the SharePint bject mdel. DcAve Agents enable DcAve Manager t cmmunicate with the respective servers, allwing fr DcAve Ltus Ntes Migratr cmmands t functin prperly. *Nte: The use f system resurces n a server increases when the installed agent is perfrming actins. This may affect server perfrmance. Hwever, if the agent installed n a server is nt being used, the use f system resurces is very lw and, therefre, the effect n server perfrmance is negligible. Fr instructins n installing the DcAve Platfrm, DcAve Manager, and DcAve Agents, see the DcAve 6 Installatin Guide. Required Permissins T install and use DcAve Ltus Ntes Migratr prperly, ensure that the fllwing permissins are met. Required Permissins fr the Surce Befre using Ltus Ntes 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. 9

10 The permissins listed in Lcal System Permissins, which are autmatically cnfigured by DcAve during installatin. 2. Ltus Ntes Permissin: The permissin must be manually cnfigured prir t using DcAve 6 Ltus Ntes Migratr; it is nt autmatically cnfigured. Manager access t all Ltus Ntes databases that 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 Ltus Ntes 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 Ltus Ntes Migratr; they are nt autmatically cnfigured. Member f the Farm Administratrs grup: Full Cntrl t all znes f all Web applicatins via User Plicy fr Web applicatins Managed Metadata Service Term Stre Administratr 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 Ltus Ntes Migratr; they are nt autmatically cnfigured. Member has a Database Rle f db_wner fr all f the databases related t SharePint, including Cntent Databases, SharePint Cnfiguratin Database, and Central Admin Database. Member has a Database Rle f db_wner fr Migratin Database. 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 Ltus Ntes Migratr fr SharePint Online, ensure that the fllwing permissins are met: Lcal System Permissins fr Agent Accunt Fr the registered SharePint Online site cllectins, the Agent accunt is n the Agent machine that will run migratin jbs. This machine must have netwrk cnnectin r have cnfigured Agent Prxy Settings. Fr mre infrmatin abut Agent Prxy Settings, refer t the DcAve 6 Cntrl Panel Reference Guide. Fr the registered SharePint n-premises site cllectins, the Agent accunt is n the Agent machine that will run migratin jbs. This machine must be the Central Administratin server r ne f the Web frnt-end servers f the farm where the registered site cllectins reside, r the machine that can cmmunicate with the Central Administratin server r ne f the Web frnt-end servers. The Agent accunt must have prper Lcal System permissins. These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. Required Permissins fr the User Used t Register SharePint Online Site Cllectins The user that is used t register SharePint Online site cllectins in Cntrl Panel > Registered SharePint Sites > Manual Input Mde must have the fllwing permissins t each site cllectin: 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 wh has a Database Rle f db_wner fr the FBA database. Add the Agent accunt in the cnnectinstrings nde in this Web applicatin s web.cnfig file t make the Agent accunt have the permissin t the FBA database. Fr details, refer t the instructins belw: i. Navigate t Start > Administrative Tls > Server Manager > Rles > Web Server (IIS) > Internet Infrmatin Services (IIS) Manager, find the desired Web applicatin in the Sites list. ii. Right-click the Web applicatin and select Explre. iii. A windw appears 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 stakehlders, the fllwing are sme key factrs that shuld be taken int cnsideratin prir t running yur migratin plans. Netwrk bandwidth between the Ltus Ntes 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 Ltus Ntes Migratin. *Nte: Only the users in the DcAve Administratrs grup can use Health Analyzer. *Nte: AvePint recmmends that yu create tw different Health Analyzer prfiles t scan the surce Agent and the destinatin Agent separately. After selecting Ltus Ntes Migratin as the mdule, all f the scan rules are selected by default, including the rules fr the surce envirnment and the rules fr the destinatin envirnment. When the Health Analyzer jb is finished, yu can view the Health Analyzer results. If the scan rule is fr the destinatin envirnment, but it is applied n the surce envirnment, ignre the errr r warning, and vice versa. Fr mre infrmatin abut Health Analyzer, refer t the DcAve 6 Installatin Guide. 14

15 Getting Started Refer t the sectins belw fr imprtant infrmatin n getting started with DcAve Ltus Ntes Migratin. Launching DcAve Ltus Ntes Migratin T launch Ltus Ntes Migratin and access its functinality, fllw the instructins belw: 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 Ltus Ntes Migratin t launch the mdule. *Nte: If desired, access the License Details infrmatin fr Migratr prducts frm the Migratin landing page. Figure 1: DcAve Ltus Ntes Migratin launch windw. 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 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 Pre-migratin Cnfiguratins Cnfigure the fllwing settings befre perfrming Ltus Ntes migratin. Click the link t jump t the crrespnding sectin. Cnfiguring Migratin Databases Cnfiguring Ltus Ntes Cnnectins Cnfiguring Filter Plicies (Optinal) Cnfiguring Mapping Settings (Optinal) Cnfiguring Dynamic Rules (Optinal) Cnfiguring Staging Lcatins (Offline Jbs Only) Cnfiguring Migratin Databases In rder t use Ltus Ntes Migratin, yu must cnfigure a dedicated migratin database t stre links and detailed jb infrmatin in SQL fr every farm and My Registered Sites that will be using Ltus Ntes Migratin. Fr detailed infrmatin n the Migratin database schema, refer t Appendix A: Ltus Ntes Migratin Database Infrmatin. *Nte: The versin f SQL Server required t create a migratin database must be SQL Server 2005 SP1 r higher. 1. On the Hme tab, in the Settings grup, click Migratin Database. The Migratin Database windw appears. 2. Select the farm r My Registered Sites that will be using Ltus Ntes Migratin. 3. Click Cnfigure in the Manage grup. The Cnfigure windw appears. 4. Cnfigure the fllwing settings fr the database that will stre migratin jb data: a. Cnfigure Migratin Database Enter a Database Server and a Database Name fr the migratin database. b. Authenticatin Select the authenticatin mde fr the migratin database. 18 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

19 Panel. Then, click Validatin Test t validate the accunt. Fr mre infrmatin abut creating managed accunt prfiles, 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 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 the accunt must have a database rle f db_wner fr the newly created/existing migratin database. c. Failver Database Server (ptinal) Chse a failver database server. In the event that the migratin database cllapses, the data stred in the migratin database can 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, and then enter the cnnectin string accrding t the example listed in the left pane. c. Click Validatin Test t validate the cnnectin string. Fr mre infrmatin abut hw t cnfigure the cnnectin string, refer t the CnnectinString prperty in SQL Server Bks Online r SQL Server Tutrials by navigating t Start > Micrsft SQL Server (with the versin yu are using) > Dcumentatin and Tutrials. 5. Click 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 Ltus Ntes Cnnectins T use Ltus Ntes Migratin, yu must first cnfigure the Ltus Ntes cnnectin s that the DcAve Agents can cnnect t the Ltus Dmin Servers. In the Hme tab, click Cnfigure Cnnectin n the ribbn. The Ltus Ntes Cnnectin windw appears. Managing Ltus Ntes Cnnectins The Ltus Ntes Cnnectin windw displays all f the Ltus Ntes cnnectins that yu have created. 19

20 In this interface, yu can change the number f Ltus Ntes cnnectins displayed per page and the rder in which they are displayed. T change the number f Ltus Ntes cnnectins displayed per page, select the desired number frm the Shw rws drp-dwn list in the lwer right-hand crner. T srt the Ltus Ntes cnnectins, click n a clumn heading such as Name, Agent, Ntes.INI File Path, and Last Mdified Time. Perfrm the fllwing actins in the Ltus Ntes Cnnectin windw: Create Click Create n the ribbn t create a new Ltus Ntes cnnectin. Fr details, refer t Creating and Editing Ltus Ntes Cnnectins. View Details Select a Ltus Ntes cnnectin and click View Details n the ribbn. The cnfigured settings fr this Ltus Ntes cnnectin are displayed in the View Details windw. Here yu can als click Edit n the ribbn t g t the Edit the Ltus Ntes Cnnectin windw where yu can make changes t this Ltus Ntes cnnectin. c Edit Select a Ltus Ntes cnnectin and click Edit n the ribbn t change the cnfiguratins fr this Ltus Ntes cnnectin. Fr details, refer t Creating and Editing Ltus Ntes Cnnectins. Delete Select ne r mre Ltus Ntes 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 Ltus Ntes cnnectins, r click Cancel t return t the Ltus Ntes Cnnectin windw withut deleting the selected Ltus Ntes cnnectins. Creating and Editing Ltus Ntes Cnnectins T create a new Ltus Ntes cnnectin, click Create n the ribbn. T mdify a Ltus Ntes cnnectin, select the Ltus Ntes cnnectin, and then click Edit n the ribbn. In the Create a New Ltus Ntes Cnnectin r Edit the Ltus Ntes Cnnectin interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Name fr the Ltus Ntes cnnectin. Then enter an ptinal Descriptin fr this Ltus Ntes cnnectin fr future references. 2. Cnnectin Cnfigure the fllwing settings t cnnect the Ltus Ntes Dmin Server t the surce DcAve Agent. Agent Select yur desired DcAve Agent installed in Ltus Ntes envirnment frm the drp-dwn list. NOTES.INI file path Ntes.INI files can be fund in the Ltus Ntes server. A default path is entered autmatically. Yu can als enter the path by yurself, but make sure that the path yu enter is the abslute path where Ntes.INI file lcates. User ID file Click here t lad the user ID file, then select ne frm the drp-dwn list. Passwrd Enter the passwrd f the user that yu have selected in User ID file. Click Validatin Test t check the passwrd. 20

21 3. Click Save t save the cnfiguratins and return t the Ltus Ntes Cnnectin windw, r click Cancel t return t the Ltus Ntes Cnnectin windw withut saving any changes. Cnfiguring Filter Plicies Use Filter Plicy t set up filter rules that help yu can cntrl which dcuments within the Ltus Ntes databases appear, s yu can target cntent mre precisely. By setting up and saving filter plicies, yu can apply the same filter plicies t different Ltus Ntes migratin plans withut having t recreate them each time. T access Filter Plicy, click Prfile Settings n the ribbn n the Hme tab. In 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 list 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. 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 interface, cnfigure the fllwing settings: 1. Name Enter a Name fr this filter plicy. 2. Descriptin Enter an ptinal Descriptin. 3. Filter Rule Filters cntent that yu want t migrate by setting up a set f filter criteria. Fllw the steps belw t set up yur wn filter rules. a. Select Time Range r Attachment as the filter criteria. 21

22 If yu chse Time Range, Ltus Ntes dcuments are filtered accrding t the created time r mdified time. If yu chse Attachment, the attachments within Ltus Ntes dcuments are filtered accrding t the size r type f attachments. b. Click Add a Filter Level Grup t add a filter rule. The filter rule cnfiguratin field appears. Fr Time Range Select Created Time r Mdified Time frm the drp-dwn list. In the Cnditin clumn, select Befre, After, Within, r Older Than. Set up Time Zne and the exact time in the Value clumn. Fr Attachment In the Rule clumn, select Size r Type frm the drp-dwn list. Size In the Cnditin clumn, select > = r < =, enter yur desired value in the Value clumn, and then chse KB, MB, r GB. Type In the Cnditin clumn, select Cntains, Des Nt Cntain, Equals, r Des Nt Equal, and then select r enter a file type in the Value clumn. c. Click the delete ( ) buttn t delete a criterin r filter level. Yu can change the lgical relatinship between the criterins. d. Repeat step a and b t add mre filter rules. The lgic ptins And and Or are selectable. By default, the lgic is set t And. Change the lgic t Or by selecting it frm the drp-dwn list. And The cntent that meets all f the criterins will be filtered t be included. Or The cntent that meets any ne f the criterins will be filtered t be included. 4. Basic Filter Cnditin View the lgical relatinship f the filter rules in this area. Fr example, if the lgical relatinship is ((1 And 2) Or 3) in the Basic Filter Cnditin area, the cntent that meets bth filter rule 1 and filter rule 2, r that meets the filter rule 3, will be included. 5. 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 Ltus Ntes migratin jb, yu can define ptinal User Mapping, Grup Mapping, and Permissin Mapping. Refer t the fllwing sectins t learn hw t cnfigure the mapping settings. 22

23 User Mapping User mapping maps an existing surce nde username t SharePint user in the destinatin. During migratin, Migratr will replace the surce username with yur specified username in the destinatin. T access User Mapping, click Prfile Settings n the ribbn in the Hme tab. Then in the Prfile Settings interface, click Mappings and select User Mapping n the ribbn. The Cntrl Panel appears. Fr detailed instructins n setting up user mappings, refer t the DcAve 6 Cntrl Panel Reference Guide. Make sure that the surce username that yu enter in the Surce Username clumn is in ne f the fllwing frmats: username/rgname username/rgname/rgname username/rgname/rgname/rgname The rganizatin in Ltus Ntes can be multilevel and here the rgname yu enter can als be multilevel. Grup Mapping Use grup mapping 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 instructins n setting up grup mappings, 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 cmbined, the permissin f the destinatin user is the merged result f the mapped user s permissin and the mapped permissin. Fr example, there is User A wh has the permissin f Read in the surce Ltus Ntes and User B wh has the permissin f Design in the destinatin SharePint. In User Mapping, yu map User A t User B. In Permissin Mapping, yu map Read t Cntribute. After the migratin jb is finished, the permissin f User B is Design + Cntribute. 23

24 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, any permissin mappings that yu have created are displayed in the main display pane. Managing Permissin Mappings 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 the fllwing actins in the Permissin Mapping windw: Create Click Create n the ribbn t create a new permissin mapping. Fr details, refer t Creating 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 Creating 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. Click OK t delete the selected permissin mappings, r click Cancel t return t the Permissin Mapping windw withut deleting the selected permissin mappings. Creating and Editing Permissin Mappings T create a new permissin mapping, click Create n the ribbn. T edit a 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 Ltus Ntes permissins t SharePint permissin levels. Chse ne SharePint permissin level frm the SharePint Permissin Level drpdwn list. We d nt recmmend changing the default permissin mapping. If there is n SharePint permissin level that meets yur requirements, yu can click New SharePint Permissin Level frm the drp-dwn list t create a new ne. Fr details n creating a new SharePint permissin level, refer t Creating and Editing SharePint Permissin Levels. 24

25 SharePint Permissin Levels Yu can manage SharePint permissin levels by creating a new level, viewing the details f a level, editing a level, r deleting a level. T access Manage SharePint Permissin Level, click Prfile Settings n the ribbn in the Hme tab. Then in the Prfile Settings interface, click Mappings and select Permissin Mapping n the ribbn. In the Permissin Mapping windw, click Manage SharePint Permissin Level n the ribbn. The Manage SharePint Permissin Level windw displays any 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 setting f a default 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 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. 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 SharePint permissin level, select the 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. 25

26 2. Permissins Chse which permissins t include in this permissin level. Yu can select permissins frm the List, Site, and Persnal Permissins levels by selecting the checkbxes befre permissins. 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 rules map the Ltus Ntes field names and the crrespnding values t SharePint clumn names and clumn values using the DLL files, which are custmized in C#. Managing Dynamic Rules T access Dynamic Rule, click Prfile Settings n the ribbn f Hme tab. In the Prfile Settings tab, click Dynamic Rule n the ribbn. In the Dynamic Rule windw, yu will see a list f 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 list 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 in the Dynamic Rule windw: Create Click Create n the ribbn t create a dynamic rule. Fr details, refer t Creating and Editing Dynamic Rules. 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 change 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 rule, and then click Edit n the ribbn. 26

27 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 Click Brwse, and then navigate t the DLL file yu want t use. Select the 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. Cnfiguring Staging Lcatins (Offline Jbs Only) The Staging Lcatin feature is a mandatry requirement f ffline Ltus Ntes migratin jbs. There are tw staging lcatin mdes: Exprt Mde and Imprt Mde. Exprt Mde is used t set up an exprt lcatin where yu will stre ffline migratin data. Imprt Mde migrates exprted data t the destinatin farm. T access Staging Lcatin settings, cmplete the fllwing steps: 1. Click Exprt r Imprt in the Plan grup n the ribbn t access exprt mde r imprt mde. 2. Click Staging Lcatin in the Settings grup n the ribbn; the Staging Lcatin windw appears. Managing Staging Lcatin In bth Exprt Mde and Imprt Mde in the Staging Lcatin windw, all cnfigured staging lcatins are displayed in the main display pane. In this interface, yu can change the number f stage lcatins displayed per page and the rder in which they are displayed. T change the number f staging lcatins displayed per page, select the desired number frm the Shw rws drp-dwn list in the lwer right-hand crner. T srt exprt lcatins, click n a clumn heading such as Exprt Lcatin Name, Agent, and Last Mdified Time. T srt imprt lcatins, click n a clumn heading such as Imprt Lcatin Name, Farm, and Last Mdified Time. Perfrm the fllwing actins in the Staging Lcatin windw: Create Click Create n the ribbn t create a new staging lcatin. Fr details, refer t Creating and Editing Staging Lcatins. View Details Select a staging lcatin and click View Details n the ribbn. The cnfigured settings fr this staging lcatin are displayed in the View Details windw. 27

28 Here yu can als click Edit n the ribbn t g t the Edit Exprt Lcatin windw t where yu can make changes t the settings f this staging lcatin. Edit Select a staging lcatin and click Edit n the ribbn t change the cnfiguratins fr this staging lcatin. Fr details, refer t Creating and Editing Staging Lcatins. Delete Select ne r mre staging lcatins 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 staging lcatins, r click Cancel t return t the Staging Lcatin windw withut deleting the selected staging lcatins. Creating and Editing Staging Lcatins T create a new staging lcatin, click Create n the ribbn. T mdify a staging lcatin, select the staging lcatin, and then click Edit n the ribbn. Exprt Mde In the Create a New Exprt Lcatin r Edit Exprt Lcatin windw, cnfigure the fllwing settings: 1. Name and Descriptin Enter a name fr the exprt lcatin that yu are abut t create. Then enter an ptinal descriptin. 2. Agent and Path Cnfigure the fllwing settings fr an exprt lcatin t stre the ffline migratin data. Agent Select the DcAve Agent installed in the surce envirnment fr the exprt lcatin that yu are abut t create. UNC path Enter a Universal Naming Cnventin (UNC) path as the lcatin where the exprted data will be stred in the UNC path text bx. Fr example, \\admin- PC\c$\data r \\admin-pc\shared flder. Managed Accunt Prfile Select a managed accunt prfile frm the drp-dwn list t set up access t the UNC path, r click New Managed Accunt Prfile t create a new ne. Fr details, refer t the DcAve 6 Cntrl Panel Reference Guide, and then click Validatin Test t validate the accunt. 3. Click Save t cmplete the cnfiguratin f the exprt lcatin fr Exprt Mde. Imprt Mde In the Create a New Imprt Lcatin r Edit Imprt Lcatin windw, cnfigure the fllwing settings: 1. Name and Descriptin Enter a name fr the imprt lcatin that yu are abut t create. Then enter an ptinal descriptin. 2. Farm and Path Cnfigure the fllwing settings t designate the imprt lcatin where t retrieve the exprted data and select a farm where yu wish the exprted data t be migrated t. Farm Select yur desired destinatin farm that the exprted data will be imprted t frm the Farm drp-dwn list. 28

29 UNC path Enter the UNC path which has been cnfigured in an exprt lcatin and has stred the exprted data t get the data. Managed Accunt Prfile Select a managed accunt prfile frm the drp-dwn list t set up access t the UNC path, r click New Managed Accunt Prfile t create a new ne. Fr details, refer t the DcAve 6 Cntrl Panel Reference Guide. Then, click Validatin Test t validate the accunt. 3. Click Save t cmplete the cnfiguratin f the imprt lcatin. 29

30 Abut Online Migratins An Online Migratin jb migrates cntent, cnfiguratins, securities, and metadata frm a surce Ltus Ntes envirnment t a destinatin SharePint envirnment when a netwrk cnnectin between the surce and destinatin is available. Online Migratin Overview T perfrm Online Migratin jbs, the fllwing steps must be perfrmed in this rder. Click the link t jump t the crrespnding sectin. 1. Pre-migratin Cnfiguratins Cnfiguring Migratin Databases Cnfiguring Ltus Ntes Cnnectins Cnfiguring Filter Plicies (Optinal) Cnfiguring Mapping Settings (Optinal) Cnfiguring Dynamic Rules (Optinal) 2. Setting Up a Ltus Ntes Online Migratin Prfile a. Migratin Optins b. Mapping Optins c. Advanced Optins 3. Perfrming a Ltus Ntes Online 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 Setting Up a Ltus Ntes Online Migratin Prfile While it is theretically pssible t run an nline migratin jb withut cnfiguring the settings described in the sectins belw, it is strngly recmmended that yu cnfigure these settings in rder t ensure apprpriate cntent management during migratin. 30

31 The nline migratin prfile allws yu t define numerus settings fr the migratin jbs, including: Migratin Optins, Filter Optins, Mapping Optins, and Advanced Optins. Fllw the instructins belw t create an nline migratin prfile. 1. On the Hme tab, click Prfile Settings. The Prfile Settings tab appears. 2. On the Prfile Settings tab, select Online Mde in the Plan Mde grup. 3. In the Prfile/Sub-prfile grup, click New. 4. Enter a prfile name in the pp-up windw and click Save. 5. 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. 6. 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. 7. 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. 8. 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. 9. Click Save t save the prfile r click Save As and enter a prfile name t save it as new prfile. Select Save and replace the existing main prfile t replace the riginal 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 Manager grup. The Prfile Settings tab appears. 2. On the Prfile Settings tab, select Online Mde in the Plan Mde grup. 3. Click Migratin Optins n the left-hand pane. 4. In the Sub-prfile grup, click Edit Sub-prfile t make the Migratin Optins field active. 5. In the Prfile/Sub-prfile grup, click New. 6. Enter a sub-prfile name in the pp-up windw and click Save. 7. Click the Cntent tab t cnfigure the fllwing cntent migratin settings: Dcument Frmat Optin Defines the dcument type that the Ltus Ntes dcument will be cnverted t after the migratin. Select the Cnvert Ltus Ntes dcuments t checkbx and select a dcument frmat frm the drp-dwn list. Yu can chse ne f the fllwing types t cnvert the Ltus Ntes dcument t: dcx, dc, InfPath, pdf, aspx, html, and msg. If yu chse a library as the destinatin nde, the cnverted dcument will be generated in the library as a file. If yu chse a list as the destinatin 31

32 32 nde, the cnverted dcument will be added as an attachment f the item that is generated frm the Ltus Ntes dcument. If yu deselect the Cnvert Ltus Ntes dcuments t checkbx, the Ltus Ntes dcument will generate an item nly after the migratin. Nte the fllwing: DcAve supprts cnverting Ltus Ntes dcuments t Micrsft Office InfPath. Yu need t cnfigure Generate InfPath Mapping and Publish InfPath Template in the DcAve Migratr Tl. If yu select InfPath, make sure that yu have generated the InfPath mapping and published the InfPath template via the DcAve Migratr Tl. If yu select InfPath and the destinatin nde is in SharePint Online, this feature will nt take effect and Ltus Ntes dcuments will be migrated as items. If yu select msg, make sure Micrsft Outlk has been installed in the destinatin envirnment. Create Flders by Field Values Classifies items generated frm Ltus Ntes dcuments in a list by putting these items int flders named by specific field values. Select the Migrate Ltus Ntes dcuments int flders named by field values checkbx. Then, yu can enter a field name r enter the names f multiple single-value fields by separating them with semiclns. If yu enter a field name and the surce field values cntain any separatr, enter the separatr in the text bx, and chse the flder structure, Nested r Parallel. By default, the separatr \ is prvided. Fr example, the field values is A\B and yu entered \ as the separatr. If yu chse t create nested flders, a flder B is created under flder A. If yu chse t create parallel flders, a flder A and flder B are created in the same level. If yu enter the names f multiple single-value fields, nested flders will be created in the destinatin, and the flder structure fllws the rder f field names. Fr example, if yu enter a;b, a flder a will be created and it will cntain a sub-flder b, where a and b are the values f the single-value fields. Item Number Limitatin Limits the number f items in a SharePint list r library. Select the Create multiple lists/libraries during migratin when the number f list/library items exceeds checkbx. The default number is Yu can change the number t decide hw many items a list r library can cntain. If yu select this ptin, additinal lists r libraries are created when the number f items in a list r library exceeds the limit. A numerical suffix (1, 2, 3 ) will be added t additinal lists r libraries name. Image Optin Nrmally if yu select a list as the destinatin, embedded images in Ltus Ntes dcuments are added as attachments t the items that are generated frm Ntes dcuments. If yu select a dcument library as the destinatin, embedded images in Ltus Ntes dcuments are migrated t the dcument library, alng with the items that are generated frm Ltus Ntes dcuments. T extract the embedded images frm

33 the list r dcument library and t cllect them in a SharePint picture library, select the Extract embedded images int Picture Library checkbx. Ltus Ntes Picture Library is prvided as the default name f the picture library. Yu can custmize this name. Link Tracking Optin Select this ptin t prevent brken links. Links are brken when the surce DcLinks are migrated t the destinatin, but the bjects that the DcLink pints t are nt migrated t the destinatin. When yu select the Redirect t the Ltus Ntes Link Tracking Page fr the DcLinks pinting t a migrated bject checkbx, the DcLinks that pint t the migrated bjects are directed t the Link Tracking Page, which will redirect t the bjects in SharePint. If this ptin is deselected, the DcLinks that pint t a successfully migrated bject are directed t the destinatin bject URLs in SharePint. When the DcLinks pint t bjects that are nt migrated t the destinatin, regardless f which ptin is selected, the viewer is directed t the Link Tracking Page. *Nte: T select this ptin, make sure that yu have deplyed the SP2010LtusNtesLinkTracking.wsp, SP2013LtusNtesLinkTracking.wsp, r SP2016LtusNtesLinkTracking.wsp slutin in Cntrl Panel > Slutin Manager. *Nte: This feature des nt take effect when the destinatin nde is in SharePint Online. View Migratin Optin Select the Migrate view checkbx t migrate Ltus Ntes views t SharePint views. The view mappings cnfigured in the DcAve Migratr Tl will take effect during the migratin. Fr mre infrmatin abut hw t cnfigure view mappings, refer t the DcAve 6 Supplementary Tls User Guide. If enabled, chse ne f the fllwing cnflict reslutin methds, which determines hw DcAve handles naming cnflicts between the surce and destinatin views: Skip The surce view will be skipped and the destinatin view will be kept. Append The surce view will be migrated t the destinatin by adding a suffix (1, 2,, increasing in numerical value) at the end f the view name. Ltus Ntes Attachment Migratin Optin Places Ltus Ntes dcument attachments in a separated SharePint dcument library. Select the Migrate attachment t separated Dcument Library checkbx. Ltus Ntes Attachment Library is prvided as the default name f the destinatin dcument library. Yu can als custmize the name by entering a dcument library name in the text bx. *Nte: This ptin nly takes effect when the destinatin nde is a Custm List, Discussin Bard, Cntacts, Calendar, r Wiki Page Library. Flder Creatin Optin (Only fr migrating t a dcument library r a flder within a dcument library) Classifies items generated frm Ltus Ntes dcuments in a dcument library by putting items int flders generated by DcAve. Flders are named by the surce subject. Select the Create flder fr the migrated Ltus Ntes dcuments in destinatin checkbx; the dcument, respnse, and respnse t respnse with the same subject will be migrated int the flder. With this ptin selected, yu can als 33

34 select the Migrate reply dcuments int sub-flder f main tpic checkbx t migrate respnses and respnse t respnses int the sub-flders. Dcument Set Optin (Only fr migrating t dcument library r flder) Migrates Ltus Ntes dcuments t SharePint dcument sets. Select the Migrate Ltus Ntes dcuments t SharePint Dcument Set checkbx; the prperty and security f the surce data are kept during the migratin. The attachments within the Ltus Ntes dcuments are migrated t the dcument set within the dcument library, and yu can manage the prperty and security in destinatin. Default List Template Allws users t chse a default list template that will be used as the destinatin list template when yu chse a site cllectin r a site as the destinatin nde. Select a list template frm the Default list template drp-dwn list. *Nte: The list that yu saved as template in SharePint can be used as the default list template. Enter the list template name in the text bx. 8. Click the Security tab t cnfigure the fllwing security settings. User and Grup Select Migrate user and grup t migrate the surce Ltus Ntes users and grups t SharePint. Security When the Migrate user and grup checkbx is selected in the sectin abve, yu can als chse t migrate the security f the surce users and grups. List Permissin Inheritance (this sectin is nly available when the Migrate security checkbx is selected in the sectin abve) Chse whether a list that is migrated frm Ltus Ntes database will inherit its parent site s permissins in the destinatin. Chse D nt inherit parent site permissin fr a list t nt inherit permissins f its parent site r chse Inherit parent site permissin fr a list t inherit permissins f its parent site. Item Permissin Inheritance (this sectin is nly available when the Migrate security checkbx is selected in the sectin abve) Chse whether an item that is migrated frm Ltus Ntes dcument will inherit its parent list permissin in the destinatin. Chse Inherit parent list permissin fr an item t inherit permissins f its parent list r chse Keep surce inheritance relatinship fr an item t keep the permissin inheritance relatinship in Ltus Ntes. 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 sub-prfile is saved withut remving the riginal 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. On the Prfile Settings tab, select Online Mde in the Plan Mde grup. 34

35 3. Click Mapping Optins frm the left-hand pane. 4. In the Sub-prfile grup, click Edit Sub-prfile t make the Mapping Optins field active. 5. In the Prfile/Sub-prfile grup, click New. 6. Enter a sub-prfile name in the pp-up windw and click Save. 7. Click the List Mapping tab and cnfigure the fllwing settings t map Ltus Ntes databases t SharePint lists. a. Click Add a List Mapping; a mapping entry appears fr yu t cnfigure relevant rules. b. In the text bx under the Ltus Ntes Database Name clumn, enter the name f the Ltus Ntes database that yu wish t map. c. In the text bx under the SharePint List Name clumn, enter the name f the SharePint list that yu wish the Ltus Ntes database t be mapped t. If the entered list name des nt exist in the destinatin, a new list with the entered name will be autmatically created during the migratin. If yu enter an existing list, make sure the list template yu select in step d is the same as that f the existing ne; therwise a new list with the selected list template will be created in the destinatin during the migratin. A suffix (_1) is added at the end f the list name. d. Select a template fr the entered SharePint list frm the SharePint List Template drp-dwn list. Custm List, Dcument Library, Discussin Bard, Cntacts, Calendar, and Wiki Page Library are prvided. Yu can als enter a SharePint list template name r list template ID. *Nte: The list that yu saved as template in SharePint is supprted t be used as the list template. e. Repeat the steps abve t add mre mappings. f. 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. 8. Click the Cntent Type Mapping tab; yu can chse t use the cntent type mapping that is created by the DcAve Migratr Tl r chse t cnfigure the cntent type mapping 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 t use the cntent type mapping generated by the DcAve Migratr Tl but have never cnfigured the mapping using the tl, the default cntent type mapping will be autmatically generated fr use during the migratin. T cnfigure the cntent type mapping in this page by yurself, select the Manually cnfigure the cntent type mapping ptin and the Rule tab appears. 35

36 *Nte: If yu cnfigured cntent type mapping and clumn mapping here, Ltus Ntes Migratin nly migrate frms and fields in the mappings and exist in the surce. Cnfigure the fllwing settings t set up a rule: Cntent Type Mapping Maps a Ltus Ntes frm t a SharePint cntent type. Enter the name f a Ltus Ntes frm in the Ltus Ntes Frm clumn, and enter the name f a SharePint cntent type in the SharePint Cntent Type clumn. Nte the fllwing: If a frm has the alias set in the surce, yu must enter the alias f the frm. 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 SharePint cntent type, yu need t enable Update Cntent Type in a cnfiguratin file. On the destinatin DcAve Agent server, navigate t \AvePint\DcAve6\Agent\data\Migratr\LtusNtesSettings\Cnfigu ratinfile t pen LtusNtesMigratinWrker.xml with Ntepad, and then change the value f <CntentTypeCnfig UpdateCntentType= False > t True. Specified Title Specify a surce field whse value will be used as the title f an item in SharePint. Select the Please specify a title checkbx and enter a field name in the text bx. Clumn Mapping Specify the SharePint clumn name and SharePint clumn type fr the mapped Ltus Ntes field. Click Add a Clumn Mapping t create a clumn mapping. Enter the name f a Ltus Ntes field in the Ltus Ntes Field Name clumn, and enter the name f a SharePint clumn name 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 enter a 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. 36

37 *Nte: If yu select Lkup, yu must cnfigure the Clumn Settings in the pp-up windw. Enter the name f the list/library yu want t search, and then enter a name fr this Lkup clumn that yu are creating. Thus, yu will be able t get the infrmatin frm the list/library thrugh this Lkup clumn. Yu can chse whether t allw multiple values, and designate the separatr. Click the plus ( ) buttn beside the Rule 1 tab t add mre rules. 9. Click the Security Mapping tab t select 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 create a new ne. Fr details n creating a grup mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. AD Grup Mapping Maps a Ltus Ntes grup t an AD grup that exists in the dmain f the SharePint envirnment. Click Add an AD Grup Mapping, then enter the name f a Ltus Ntes grup in the Ltus Ntes Grup Name clumn, and enter the name f an AD grup in the AD Grup Name clumn. Repeat the steps by clicking Add an AD Grup Mapping t add mre AD Grup Mappings. T delete ne r mre AD grup mappings, select the mappings and then click Delete the Selected AD Grup Mapping(s). 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 Creating 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. 10. 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. Advanced Optins Advanced Optins allw yu t cnfigure the Dynamic Rule, the Character Length Settings, and the Illegal Character Replacement Settings. Set up Advanced Optins by the fllwing steps. 1. On the Hme tab, click Prfile Settings in the Prfile grup. The Prfile Settings tab appears. 2. On the Prfile Settings tab, select Online Mde in the Plan Mde grup. 37

38 3. Click Advanced Optins n the left-hand pane. Yu can cnfigure the fllwing settings: Dynamic Rule Maps the surce Ltus Ntes field names and crrespnding values t SharePint clumn names and clumn values. Select a dynamic rule r click New Dynamic Rule t create a new ne. Character Length Settings 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. 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. 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 des nt exceed the limitatin. Illegal Character Replacement Settings Replaces 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 the underscre in the Replace with clumn behind an illegal character and change _ with anther character. 38

39 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 directry n the destinatin DcAve Agent server. Otherwise, the deleted default illegal character will still be replaced with an underscre (_). Perfrming a Ltus Ntes Online Migratin An nline Ltus Ntes Migratin jb migrates cntent, securities, and cnfiguratins frm Ltus Ntes t the SharePint envirnment. T start a Ltus Ntes nline migratin jb, click Online Migratin n the ribbn. T perfrm a Ltus Ntes nline migratin jb, fllw the instructins belw. Select the Surce and Destinatin Ndes Cmplete the fllwing steps t select the surce nde and destinatin nde n the trees: 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 a DcAve Agent installed in Ltus Ntes envirnment frm the drpdwn list. b. Cnnectin Select a Ltus Ntes cnnectin. c. Dmin Server Select the Dmin Server f Ltus Ntes. If yu select Lcal, Lcal Cnfiguratin sectin appears. 39

40 d. Lcal Cnfiguratin Enter the server name and address bk name f the Dmin Server t get user infrmatin. e. System Database Select the Shw system database checkbx t make all databases displayed in the surce tree, including the system database. f. Filter Optin Chse what yu want t display under the database nde n the surce tree. By default, View is selected and views f a Ltus Ntes database will be available fr selectin n the surce tree. If yu want t filter a dcument, respnse, r respnse t respnse as the surce nde, select Dcument by Ntes Frmula and enter a frmula in the text bx belw Define a frmula t filter the dcuments. Make sure that the frmula yu enter is in the frmat as the example belw shws: Fr example, Categries=, readers= Frm= & Categries=! Frm=. *Nte:, &, and! are supprted in the criteria rule. stands fr r. & stands fr and.! stands fr nt. g. Click OK t cmplete cnfiguratin f selecting surce. On the surce tree, yu can als filter the bjects that can be displayed under a database nde. Right-click a database and click Filter. In the Filter windw, select the Enable filter fr the current database checkbx. Then, chse ne f the fllwing ptins: View Views f the current database will be displayed under the database nde. Dcuments by Ltus Ntes frmula Define a Ltus Ntes frmula t filter the dcuments. The dcuments filtered by the frmula will be displayed under the database nde. Enter a frmula in the text bx. Make sure that the frmula is in the frmat as the example belw shws: Fr example, Categries=, readers= Frm= & Categries=! Frm=. *Nte:, &, and! are supprted in the criteria rule. stands fr r. & stands fr and.! stands fr nt. Click OK t cmplete the cnfiguratins and clse the Filter windw. T change the surce, click Change Surce in the surce pane r in the Actins grup n the ribbn. Then repeat the steps described abve. h. Select the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name f the nde (fr example, database, view, and item) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes that are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. 40

41 i. Select the surce nde by selecting the crrespnding checkbx. *Nte: Fr detailed infrmatin abut what kinds f surce data are supprted and unsupprted in the migratin, refer t Supprted and Unsupprted Elements in Ltus Ntes Migratr, Supprted and Unsupprted Ltus Ntes Dcument Elements, and Supprted and Unsupprted Ltus Ntes Views and Fields. 2. In the Destinatin pane, click a farm name r My Registered Sites t expand the data tree. T select the destinatin nde: *Nte: Make sure that yu have cnfigured the migratin database; therwise the destinatin farm r the SharePint Online site will be unavailable. Fr details n cnfiguring a migratin database, refer t Cnfiguring Migratin Databases. a. Find the nde which yu wish t migrate the surce data t. If wrking with a large envirnment, enter the keywrd f the nde (fr example, site URL, site title, r site/list/flder name) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes that are nt displayed in the expanded tree cannt be searched. b. T narrw dwn the search criteria and display fewer ndes n the tree, right-click the specified nde and select Advanced Search. In the Advanced Search interface, click Add a Criterin and cnfigure the fllwing settings: i. Rule Select the rule fr this search. The table belw lists the supprted rules fr each nde that is supprted fr Advanced Search. Envirnment Nde Rule SharePint On- Farm Level Web Applicatin: URL Premises Web Applicatin Level Site Cllectin: Name Site Cllectin: URL Sites Site: Name Site: URL Lists List/Library: Name List/Library: URL Flders Flder: Name Flder: URL SharePint Online (My Registered Sites) Sites Site: Name Site: URL Lists List/Library: Name List/Library: URL Flders Flder: Name Flder: URL ii. Cnditin Select the cnditin fr the rule frm the drp-dwn list. iii. Value Enter the value fr the rule in the text bx. 41

42 T add mre criteria, click Add a Criterin, and repeat the steps abve. Yu can change the lgical relatinships between the criteria by clicking the And r Or. By default, the lgical relatinship is set t And. And means that the child ndes that meet all f the criteria will be included in the result. Or means that the child ndes that meet any criterin will be included in the result. The Basic Filter Cnditin area displays the lgic relatinships f filter criteria. Click Search t start searching the child ndes. c. Select the destinatin nde by clicking crrespnding radi buttn. Yu can als create a new site cllectin, site, list r flder by entering the specified name and click Create Cntainer. Fr details n creating cntainers, refer t Creating Cntainers. *Nte: When creating a library r list, the list that yu saved as template in SharePint can be laded in the Categry drp-dwn list. Yu can select it as the template t create a library r list. Only the list template with the type f Custm List, Dcument Library, Discussin Bard, Cntacts, Calendar, and Wiki Page Library can be laded. 3. There are tw methds t saving and/r running this jb: Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw 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 Ltus Ntes Migratin can be a site cllectin, site, list, library, r flder. DcAve allws yu t create SharePint cntainers 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, navigate t the Destinatin pane and enter the name f a new cntainer in the available field, then click Create Cntainer. The Create Cntainer interface will appear. Depending n the cntainer type yu are creating, cnfigure the settings fr each type f cntainer as such: *Nte: When creating a flder, n settings need t be cnfigured. Clicking Create Cntainer at flder level will create a flder immediately. Creating a Site Cllectin Cnfigure these settings in the Create Cntainer windw: 42 Title and Descriptin Enter the Title f the new site cllectin and a Descriptin fr future references.

43 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. *Nte: Ltus Ntes Migratr nly supprts creating SharePint n-premises site cllectins. Creating a Site Cnfigure these settings in the Create Cntainer windw: 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 Chse Yes if yu want a link t this site t appear in the Quick Launch and tp link bar f the parent site. Navigatin Inheritance Chse Yes t use the tp link bar frm the parent site. Click OK t create the new site, r click Cancel t clse the Create Cntainer windw. Creating a List/Library Cnfigure these settings in the Create Cntainer windw: Object Type Chse t create a List r Library. Categry Select the categry fr the new list r library. Navigatin Chse Yes if yu want t display the library/list n the Quick Launch. If yu select Library as the bject type and select Dcument Library as the categry, cnfigure the fllwing settings: 43

44 Dcument Template (fr Library nly) Fr a new library, select a dcument template frm the drp-dwn list t determine the default template fr all new files created in this dcument library. Dcument Versin Histry (fr Dcument Library, Frm Library) Chse Yes t create a versin each time yu edit a file in this library. Click OK t create the new list r library, r click Cancel t clse the Create Cntainer interface. Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the fllwing settings t perfrm a migratin jb immediately: 1. Cnflict Reslutin Select a cnflict reslutin methd fr handling item name cnflicts. 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 Select a prfile that cntains the cnfigured migratin ptins, mapping ptins, and advanced ptins fr the migratin jb. The migratin settings f the prfile will be applied t the migratin jb. Ltus Ntes Migratin prvides yu a default main prfile named Default Prfile. 3. 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. 4. 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.LtusNtesM.JbDetail, DcAve6.LtusNtesM.JbNtificatin, and DcAve6.LtusNtesM.JbStatistics. Fr mre infrmatin abut the tables, refer t Appendix A: Ltus Ntes Migratin Database Infrmatin. Stre lg infrmatin in the migratin database Select this checkbx t stre lg infrmatin in the DcAve6.LtusNtesM.JbLgs table within the migratin database. Fr mre infrmatin abut the table, refer t Appendix A: Ltus Ntes Migratin Database Infrmatin. Check whether the cnfigured migratin database is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Ensure that the database is available; therwise the migratin jb will fail. 5. 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. 44

45 6. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t be migrated and yu select the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. 7. 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 create a new migratin plan. 1. Plan Name Enter a name fr the plan that yu are abut t create. Then enter an ptinal Descriptin fr future references. 2. Prfile Selectin Select a prfile that cntains the cnfigured migratin ptins, mapping ptins, and advanced ptins fr the migratin jb. The migratin settings f the prfile will be applied t the migratin jb. Ltus Ntes Migratin prvides yu a default main prfile named Default Prfile. 3. 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. 4. Schedule Selectin Select ne type f schedule t run the plan. N schedule Select this ptin t run the plan manually. Cnfigure the schedule myself Select this ptin and the Schedule Settings sectin appears under Schedule Selectin. *Nte: If the Dmin Admin, Ltus Ntes, Dmin Designer, r DcAve Migratr Tl is being used while the jb is running, the jb may fail. Ensure that nne are being used while the jb is running. 5. Schedule Settings Click Add Schedule t create a new schedule. Fr details abut cnfiguring a schedule, refer t Cnfiguring the Add Schedule Interface. T preview a cnfigured schedule, select the schedule and click Calendar View t view it in a calendar. Yu can delete a schedule by clicking the delete ( ) buttn behind a crrespnding schedule. *Nte: This sectin nly appears when yu chse Cnfigure the schedule myself. 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. 7. Assciated Plan Grup Select an assciated plan grup r create a new plan grup in the Assciated plan grup(s) drp-dwn list 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. 45

46 46 8. 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.LtusNtesM.JbDetail, DcAve6.LtusNtesM.JbNtificatin, and DcAve6.LtusNtesM.JbStatistics. Fr mre infrmatin abut the tables, refer t Appendix A: Ltus Ntes Migratin Database Infrmatin. Stre lg infrmatin in the migratin database Select this checkbx t stre lg infrmatin in the DcAve6.LtusNtesM.JbLgs table within the migratin database. Fr mre infrmatin abut the table, refer t Appendix A: Ltus Ntes Migratin Database Infrmatin. Check whether the cnfigured migratin database is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Ensure that the database is available; therwise the migratin jb will fail. 9. When finished cnfiguring the plan, select ne f the fllwing ptins: Click Save t save the plan yu have cnfigured. The Plan Manager interface appears. Fr mre infrmatin, refer t Managing Plans. Click the triangle next t Save, then select Save and Run Nw t save the plan and execute it right nw. The Run Nw windw appears. Cnfigure the fllwing settings: Optins Select a type f migratin fr this migratin jb. Full migratin Chse this ptin t migrate all cntent frm the surce nde t the destinatin nde accrding t the prfile. Incremental migratin Chse this ptin t nly migrate the surce nde cntent that has been mdified since the last migratin jb and the cntent that failed t be migrated in the last migratin jb. Cnflict Reslutin Select a cnflict reslutin t handle the situatin when the item name in Ltus Ntes cnflicts with an existing item name in SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. If yu select Incremental migratin in Optins and d nt select Skip as Cntent Level cnflict reslutin, yu can als chse whether t Remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t be migrated and yu have selected the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. 10. Click OK t run the nline migratin jb.

47 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 cntent frm the surce nde t the destinatin nde accrding t the prfile. Chse Incremental migratin t nly migrate the surce nde cntent that has been mdified (Add and Mdify) since the last migratin jb and the cntent that failed t be migrated in the last migratin jb. 2. Cnflict Reslutin Select a cnflict reslutin t handle the situatin when the item name in Ltus Ntes cnflicts with an existing item name in SharePint. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure cntent level cnflict reslutin. Skip prvides the cnfiguratin f the Cntent Level reslutin ptinal. If yu select Incremental migratin in Optins and d nt select Skip as Cntent Level cnflict reslutin, yu can als chse whether t Remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. 3. Schedule Settings Define 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 Set when t start and end the running recurring schedule. Start time Set up the time t start the plan. The Time Zne can be changed under Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after the ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. 5. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t be migrated and yu have selected the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. 6. Click Save t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. Ltus Ntes Migratin fr SharePint Online Yu can use Ltus Ntes Migratin t migrate Ltus Ntes bjects t SharePint Online. T perfrm this functin prperly, yu must cnfigure yur SharePint sites in Cntrl Panel. Fr mre detailed 47

48 infrmatin abut this cnfiguratin, refer t the Registered SharePint Sites sectin in the DcAve 6 Cntrl Panel Reference Guide. Befre using Ltus Ntes Migratin fr SharePint Online, make sure yu have purchased the crrespnding Ltus Ntes t SharePint Online Migratin licenses. Yu can navigate t DcAve 6 Manager > Cntrl Panel > License Manager, then click Migratin tab t view whether r nt the crrespnding Ltus Ntes t SharePint Online Migratin licenses are available. Fr details n hw t manage migratin prfiles, r perfrm a Ltus Ntes Online Migratin jb, refer t Abut Online Migratins. *Nte: Ltus Ntes Migratin t SharePint Online des nt supprt the Create Cntainer functin at the site cllectin level in a SharePint Online destinatin nde. *Nte: In User Mapping, the Add a placehlder accunt t keep metadata even if the user n lnger exists ptin is nt supprted fr use with Ltus Ntes Migratin t SharePint Online. This ptin replaces nn-existent destinatin users with a placehlder accunt in the destinatin Active Directry. *Nte: Yu can use the DcAve Agent that cannt cnnect t the internet t run a Ltus Ntes Migratin jb using SharePint Online ndes. T d s, yu must cnfigure the Agent Prxy Settings in Cntrl Panel. Fr mre infrmatin, refer t the DcAve 6 Cntrl Panel Reference Guide. 48

49 Abut Offline Migratins Ltus Ntes ffline migratin exprts the surce data t an exprt lcatin first, and then imprts the exprted data t the SharePint destinatin. The crrespnding Ltus Ntes exprt prfile and imprt prfile must be in place prir t running an ffline migratin. Offline Migratin Overview 1. Pre-migratin Cnfiguratins Cnfiguring Migratin Databases Cnfiguring Ltus Ntes Cnnectins Cnfiguring Staging Lcatins (Offline Jbs Only) Cnfiguring Filter Plicies (Optinal) Cnfiguring Mapping Settings (Optinal) Cnfiguring Dynamic Rules (Optinal) 2. Cnfiguring Ltus Nte Offline Migratin Prfiles a. Setting Up an Exprt Prfile b. Setting Up an Imprt Prfile 3. Perfrming a Ltus Ntes Offline Migratin a. Exprting Data i. Selecting the Surce and Destinatin Ndes ii. Cnfiguring the Save As New Plan Interface b. Imprting Data i. Selecting the Surce and Destinatin Ndes Creating Cntainers ii. Cnfiguring the Save As New Plan Interface Cnfiguring Ltus Nte Offline Migratin Prfiles The ffline migratin prfiles allws yu t cnfigure numerus settings fr the ffline migratin jbs. Offline migratin prfiles cnsist f exprt prfile and imprt prfile. Fllw the instructins belw t create an exprt prfile and imprt prfile. 49

50 Setting Up an Exprt Prfile Create an exprt prfile t cnfigure Migratin Optins, Filter Optins, and Mapping Optins. 1. On the Hme tab, click Prfile Settings. The Prfile Settings tab appears. 2. In Plan Mde grup, click Exprt Mde. 3. In the Prfile/Sub-prfile grup, click New. 4. Enter a prfile name in the pp-up windw and click Save. 5. Click Migratin Optins n the left-hand pane. Fr detailed infrmatin abut the fllwing settings: Create Flders by Field Values, View Migratin Optin, User and Grup, and Security, refer t Migratin Optins. 6. Click Filter Optins n the left-hand pane. Select a filter plicy frm the drp-dwn list r click New Filter Plicy t create a filter plicy. Fr details n creating a filter plicy, refer t Creating and Editing Filter Plicies. 7. Select Mapping Optins n the left-hand pane. Fr detailed infrmatin abut Cntent Type Mapping, refer t Mapping Optins. 8. Click Save beside main prfile name t save the cnfiguratin f the main prfile, r click Discard Changes t g back t the default Prfile Settings page withut saving any change. Setting Up an Imprt Prfile Create an imprt prfile t cnfigure Migratin Optins, Mapping Optins, and Advanced Optins. 1. On the Hme tab, click Prfile Settings. The Prfile Settings tab appears. 2. In the Plan Mde grup, click Imprt Mde. 3. In the Prfile/Sub-prfile grup, click New. 4. Enter a prfile name in the pp-up windw and click Save. 5. Click Migratin Optins n the left-hand pane. Fr details n cnfiguring a sub-prfile f Migratin Optins, refer t Migratin Optins. 6. Select Mapping Optins. Fr details abut this sectin, refer t Mapping Optins. 7. Click Advanced Optins n the left-hand pane. Fr details n cnfiguring Advanced Optins, refer t Advanced Optins. 8. Click Save beside main prfile name t save the cnfiguratin f the main prfile, r click Discard Changes t g back t the default Prfile Settings page withut saving any change. 50

51 Perfrming a Ltus Ntes Offline Migratin An ffline Ltus Ntes Migratin migrates cntent frm an ffline surce t an ffline destinatin. The prcess includes setting up an exprt lcatin, exprting the data t the exprt lcatin, setting up an imprt lcatin, and then imprting the data t the destinatin lcatin. Exprting Data The fllwing instructins describe hw t exprt data t the exprt lcatin in rder t perfrm an ffline migratin jb. Selecting the Surce and Destinatin Ndes Cmplete the fllwing steps t select the surce nde and destinatin nde n the trees: 1. On the Hme tab, in the Plan grup, click Exprt. 2. Click Select Surce in the Surce pane r in the Actins grup n the ribbn t select the surce data. The Select Surce interface appears. Cnfigure the fllwing settings. a. Agent Select yur desired DcAve Agent installed in Ltus Ntes envirnment frm the drp-dwn list. b. Cnnectin Select the Ltus Ntes cnnectin that is previusly cnfigured. c. Dmin Server Select the Dmin server f Ltus Ntes. If yu select Lcal, Lcal Cnfiguratin sectin appears. d. Lcal Cnfiguratin Enter the server name and address bk name f the Dmin server t get user infrmatin. e. System Database Select the Shw system database checkbx t make all database displayed in the surce tree, including the system database. f. Filter Optin Chse what yu want t display in the surce tree. By default, Database r view is selected, and databases r views f a database in Ltus Ntes will be available fr selectin in the surce tree. If yu want t filter a dcument as the surce nde, select Dcument by Ntes Frmula and enter a frmula in the text bx belw Define a frmula t filter the dcuments. Make sure that the frmula yu enter is in the frmat as the example belw shws: Fr example, Categries=, readers= Frm= & Categries=! Frm=. *Nte:, &, and! are supprted in the criteria rule. stands fr r. & stands fr and.! stands fr nt. g. Click OK t cmplete cnfiguratin f selecting surce. T change the surce, click Change Surce in the surce pane r in the Actins grup n the ribbn. Then repeat the steps described abve. 51

52 h. Select the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name f the nde (fr example, database, view r item) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes that are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. i. Select the surce nde by selecting the crrespnding checkbx. *Nte: Fr detailed infrmatin abut what kinds f surce data is supprted and unsupprted in the migratin, refer t Supprted and Unsupprted Elements in Ltus Ntes Migratr, Supprted and Unsupprted Ltus Ntes Dcument Elements, and Supprted and Unsupprted Ltus Ntes Views and Fields. 3. In the Destinatin pane, select an exprt lcatin frm the drp-dwn list r click New Exprt Lcatin t create a new ne. Fr details n creating an exprt lcatin fr exprt mde, refer t Cnfiguring Staging Lcatins (Offline Jbs Only). 4. Click Save As New Plan t save the settings as a new plan. T cnfigure the Save As New Plan interface, refer t Cnfiguring the Save As New Plan Interface. Cnfiguring the Save As New Plan Interface In the Save As New Plan interface, cnfigure the fllwing settings t build a migratin plan: 1. Plan Name Enter a name fr the plan that yu are abut t create. Then enter an ptinal descriptin fr future references. 2. Prfile Selectin Select a prfile that cntains the cnfigured migratin ptins, mapping ptins, and filter ptins fr the migratin jb. The migratin settings f the prfile will be applied t the migratin jb. Ltus Ntes Migratin prvides yu a default main prfile named Default Prfile. 3. 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 DcAve 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. 4. Schedule Settings Click Add Schedule t create a new schedule. Fr details abut cnfiguring a schedule, refer t Cnfiguring the Add Schedule Interface. T preview a cnfigured schedule, select the schedule and click Calendar View t view it in a calendar. Yu can delete a schedule by clicking the delete ( ) buttn behind a crrespnding schedule. *Nte: This sectin nly appears when yu chse Cnfigure the schedule myself. 52

53 5. 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. 6. Assciated Plan Grup Select an assciated plan grup r create a new plan grup in the Assciated plan grup(s) drp-dwn list t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. 7. When finished cnfiguring the plan, select ne f the fllwing ptins: Click Save t save the plan yu have cnfigured. The Plan Manager interface appears. Fr mre infrmatin, refer t Managing Plans. Click the triangle next t Save, then select Save and Run Nw t save the plan and execute it right nw. The Run Nw windw appears. Cnfigure the fllwing settings. 8. Click OK t run the exprt jb. Optins Select a type f migratin fr this migratin jb. Full migratin Chse this ptin t exprt all cntent frm the surce nde t the exprt lcatin accrding t the prfile. Incremental migratin Chse this ptin t nly exprt the surce nde cntent that has been mdified (Add and Mdify) f since the last migratin jb and the cntent that failed t be migrated in the last migratin jb. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t migrate and yu select the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Cnfiguring the Add Schedule Interface In the Add Schedule interface, cnfigure the fllwing settings t add a schedule: 1. Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t migrate all cntent frm the surce nde t the exprt lcatin accrding t the prfile. Chse Incremental migratin t nly exprt the surce nde cntent that has been mdified (Add and Mdify) since the last migratin jb and the cntent that failed t be migrated in the last migratin jb. 2. Schedule Settings Define 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. 3. Range f Recurrence Set when t start and end the running recurring schedule. 53

54 Start time Set up the time t start the plan. The Time Zne can be changed under Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after the ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. 4. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t migrate and yu select the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. 5. Click Save t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. Imprting Data The fllwing instructins describe hw t imprt data frm the imprt lcatin t SharePint in rder t perfrm an ffline migratin jb: Selecting the Surce and Destinatin Ndes Cmplete the fllwing steps t select the surce nde and destinatin nde n the trees: 1. On the Hme tab, in the Plan grup, click Imprt. 2. In the Surce pane, navigate t the Brwse tab and click the farm that yu have cnfigured in Staging Lcatin fr Imprt Mde. The imprt lcatin is laded. Click the imprt lcatin t lad the Ltus Ntes Exprted Data flder in the UNC path. Then select the exprted data that is named by the plan name. T see details f the exprted data in the surce tree, click the Details tab. *Nte: If yu cannt find the data yu wish t imprt in the surce, click Imprt Lcatin t specify the lcatin where yu have stred the data. 3. In the Destinatin pane, click the farm name t expand the data tree. Select the destinatin nde: a. Lcate the nde that exprted data will be imprted t. If wrking with a large envirnment, enter the keywrd f the nde int the Input Keywrd text bx t search fr the desired nde. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes that are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. b. T narrw dwn the search criteria and display fewer ndes n the tree, right-click the specified nde and select Advanced Search. In the Advanced Search interface, click Add a Criterin and cnfigure the fllwing settings: 54

55 i. Rule Select the rule fr this search. The table belw lists the supprted rules fr each nde that is supprted fr Advanced Search. Nde Web Applicatin Level Sites Lists Flders Sites Lists Flders Rule Site Cllectin: Name Site Cllectin: URL Site: Name Site: URL List/Library: Name List/Library: URL Flder: Name Flder: URL Site: Name Site: URL List/Library: Name List/Library: URL Flder: Name Flder: 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 the steps abve. Yu can change the lgical relatinships between the criteria by clicking And r Or. By default, the lgical relatinship is set t And. And means that the child ndes that meet all f the criteria will be included in the result. Or means that the child ndes that meet any criterin will be included in the result. The Basic Filter Cnditin area displays the lgic relatinships f filter criteria. Click Search t start searching the child ndes. c. Select the destinatin nde by clicking the crrespnding radi buttn. Yu can als create a new site cllectin, site, list r flder by entering the specified name and click Create Cntainer. Fr details n creating cntainers, refer t Creating Cntainers. 4. Click Save As New Plan t save yur settings as a new plan. T cnfigure the settings f the Save As New Plan interface, refer t Cnfiguring the Save As New Plan Interface. Creating Cntainers Cntainers are created in the destinatin prir t a migratin in rder t stre the migrated cntent. The destinatin cntainer in Ltus Ntes Migratin can be a site cllectin, site, list, library, r flder. DcAve allws yu t create SharePint cntainers 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. 55

56 T create a cntainer, navigate t the Destinatin pane, and enter the name f a new cntainer in the available field, then click Create Cntainer. The Create Cntainer interface will appear. Depending n the cntainer type yu are creating, cnfigure the settings fr each type f cntainer as such: *Nte: When creating a flder, n settings need t be cnfigured. Clicking Create Cntainer at flder level will create a flder immediately. 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. *Nte: Ltus Ntes Migratr nly supprts creating SharePint n-premises site cllectins. Creating a Site Cnfigure these settings in the Create Cntainer windw: 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 Chse Yes if yu want a link t this site t appear in the Quick Launch and tp link bar f the parent site. Navigatin Inheritance Chse Yes t use the tp link bar frm the parent site. 56

57 Click OK t create the new site, r click Cancel t clse the Create Cntainer windw. Creating a List/Library Cnfigure these settings in the Create Cntainer windw: Object Type Chse t create a List r Library. Categry Select the categry fr the new list r library. Navigatin Chse Yes if yu want t display the library/list n the Quick Launch. If yu select Library as the bject type and select Dcument Library as the categry, cnfigure the fllwing settings: Dcument Template (fr Library nly) Fr a new library, select a dcument template frm the drp-dwn list t determine the default template fr all new files created in this dcument library. Dcument Versin Histry (fr Dcument Library, Frm Library) Chse Yes t create a versin each time yu edit a file in this library. Click OK t create the new list r library, r click Cancel t clse the Create Cntainer interface. Cnfiguring the Save As New Plan Interface In the Save As New Plan interface, cnfigure the fllwing settings t build up a migratin plan: 1. Plan Name Enter a name fr the plan that yu are abut t create. Then enter an ptinal Descriptin fr future reference. 2. Prfile Selectin Select a prfile that cntains the cnfigured migratin ptins, mapping ptins, and advanced ptins fr the migratin jb. The migratin settings f the prfile will be applied t the migratin jb. Ltus Ntes Migratin prvides yu a default main prfile named Default Prfile. 3. 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. 4. Schedule Selectin Select ne type f schedule t run the plan. N schedule Select this ptin t run the plan manually. Cnfigure the schedule myself Select this ptin t cnfigure the schedule. The Schedule Settings sectin appears under Schedule Selectin. 5. Schedule Settings Click Add Schedule t create a new schedule. Fr details abut cnfiguring a schedule, refer t Cnfiguring the Add Schedule Interface. T preview a cnfigured schedule, select the schedule and click Calendar View t view it in a calendar. Yu can delete a schedule by clicking the delete ( ) buttn behind a crrespnding schedule. *Nte: This sectin nly appears when yu chse Cnfigure the schedule myself. 57

58 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. 7. Assciated Plan Grup Select an assciated plan grup r create a new plan grup in the Assciated plan grup(s) drp-dwn list 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. 8. 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.LtusNtesM.JbDetail, DcAve6.LtusNtesM.JbNtificatin, and DcAve6.LtusNtesM.JbStatistics. Fr mre infrmatin abut the tables, refer t Appendix A: Ltus Ntes Migratin Database Infrmatin. Stre lg infrmatin in the migratin database Select this checkbx t stre lg infrmatin in the DcAve6.LtusNtesM.JbLgs table within the migratin database. Fr mre infrmatin abut the table, refer t Appendix A: Ltus Ntes Migratin Database Infrmatin. Check whether the cnfigured migratin database is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Ensure that the database is available; therwise the migratin jb will fail. 9. When finished cnfiguring the plan, select ne f the fllwing ptins: Click Save t save the plan yu have cnfigured. The Plan Manager interface appears. Fr mre infrmatin, refer t Managing Plans. Click the triangle next t Save, then select Save and Run Nw t save the plan and execute it right away. The Run Nw windw appears. Cnfigure the fllwing settings. Optins Select a type f migratin fr the imprt jb. Full migratin Chse this ptin t imprt all cntent frm the exprt lcatin t the destinatin nde accrding t the prfile. Incremental migratin Chse this ptin t nly imprt the exprt lcatin cntent that has been mdified (Add and Mdify) since the last migratin jb and the cntent that failed t migrate in the last migratin jb. Cnflict Reslutin Select a cnflict reslutin t handle the situatin when the item name in Ltus Ntes cnflicts with an existing item name in SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. 58

59 10. Click OK t run the imprt jb. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t migrate and yu select the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Cnfiguring the Add Schedule Interface In the Add Schedule interface, cnfigure the fllwing settings t add a schedule: 1. Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t imprt all cntent frm the exprt lcatin t the destinatin nde accrding t the prfile. Chse Incremental migratin t nly imprt the mdified cntent (Add and Mdify) frm the exprt lcatin since the last migratin jb. 2. Cnflict Reslutin Select a cnflict reslutin t handle the situatin when the item name in Ltus Ntes cnflicts with an existing item name in SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check Check lwer bjects fr cnflicts, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. 3. Schedule Settings Define 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 Set when t start and end the running recurring schedule. Start time Set up the time t start the plan. The Time Zne can be changed under Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after the ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. 5. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t 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. 6. Click OK t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. 59

60 Supprted and Unsupprted Elements in Ltus Ntes Migratr The fllwing table lists the current supprted and unsupprted elements fr Ltus Ntes Migratr. DcAve Ltus Ntes Migratr des nt supprt the elements that are nt listed in the table belw. Database in Ltus Ntes Frm in Ltus Ntes Supprted List in SharePint Database Library Database Unsupprted Librarian Design Synpsis Synpsis Unsupprted Discussin-Ntes&Web Main Tpic Custm List 60 Respnse Respnse t Respnse Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Dc Library-Ntes&Web Dcument Custm List Respnse Respnse t Respnse Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library DOLS Resurce Template DOLS Resurce Unsupprted Database Dmin Web Access Redirect Server Unsupprted UI Applicatin Dmin Web Access Mem Custm List Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Extended Mail Mem Custm List Junk mail Rules Statinery Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library intes Web Access Mem Custm List Rules Statinery Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library

61 Database in Ltus Ntes Frm in Ltus Ntes Supprted List in SharePint Ltus SmartSuite Library Dcument Custm List Ltus SmartSuite Dcument Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Mail Mem Custm List Junk mail Rules Statinery Reply T D Calendar Entry Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Micrsft Office Library Dcument Custm List MS Office Dcument Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Persnal Address Bk Cntacts Cntacts Cntacts by Categry Unsupprted Grups Birthday & Anniversaries Accunt Certificates Cnnectins Internatinal MIME Lcatins Persnal Jurnal Jurnal Entry Custm List Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library TeamRm Team member Unsupprted Subteam Event Newsletter prfile Dcument Custm List Respnse Respnse t Respnse Individual status reprt Annuncement Team status Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library News Articles N/A Unsupprted 61

62 Database in Ltus Ntes Frm in Ltus Ntes Supprted List in SharePint Ntebk Ntebk Entry Custm List Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Dmin Blg N/A Unsupprted RSS Feed Generatr RSS Feed Definitin Custm List Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Dmin Directry Dmin Directry Custm List Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library ID Vault N/A Unsupprted IBM Web Access (intes) Redirect AutLgin CssDWALgin DWALginFrm Custm List Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Catalg File System Custm List Dcument Cntent Dcument Library Discussin Bard Main Cntacts Calendar Wiki Page Library 62

63 Supprted and Unsupprted Ltus Ntes Dcument Elements The fllwing table lists the current supprted and unsupprted Ltus Ntes Dcument elements. DcAve Ltus Ntes Migratr des nt supprt the Ltus Ntes Dcument elements that are nt listed in the table belw. Ntes Dcument Elements Supprt Status Nte Page Break Supprted Hrizntal Rule Supprted Sectin Supprted Table Supprted Picture Supprted Attachment Supprted Link Htspt Supprted Text Pp-up Partially Supprted Script element and cde event are unsupprted. Buttn Unsupprted Actin Htspt Unsupprted OLE Object/Active X Supprted Supprt Micrsft Office Wrd/Excel/PwerPint Object Unsupprted Frmula Pp-up Unsupprted Java Script/Visual Basic Script Unsupprted Ntes Script Unsupprted Java Applet Unsupprted Bkmark Unsupprted Embedded View/Embedded Unsupprted Outline/Embedded DatePicker/Embedded Navigatr/Embedded Flder Pane Applets Unsupprted Calendar Unsupprted Inbx Unsupprted HTML Cntrl Check Bx Partially Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. HTML Cntrl Text Bx Partially Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. 63

64 Ntes Dcument Elements Supprt Status Nte HTML Cntrl Radi Bx Partially Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. HTML Cntrl Cmb Bx Partially Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. HTML Cntrl List Bx Partially Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. Dcument Link/View Supprted Link/Database Link Dcument Link/View Supprted Link/Database Link in pictures Anchr Link Unsupprted Cmputed Text Unsupprted Tabbed Table Supprted List Supprted Bullets Supprted 64

65 Supprted and Unsupprted Ltus Ntes Views and Fields The fllwing table lists the current supprted and unsupprted Ltus Ntes views and fields. *Nte: T migrate Ltus Ntes views, yu must select the Migrate view checkbx in the migratin prfile > Migratin Optins > View Migratin Optin, and cnfigure view mappings in DcAve Migratr Tl > Ltus Ntes Migratin. Fr mre infrmatin abut hw t cnfigure view mappings, refer t the DcAve 6 Supplementary Tls User Guide. DcAve Ltus Ntes Migratr des nt supprt the Ltus Ntes views and fields that are nt listed in the table belw. View/Field Name View-All Dcuments View-By Authr View-By Categry View-By Alternate Name View-Review Status Custm View Field-Text/Rich Text/Rich Text Lite Field-Date/Time Field-Number Field-Dialg list/field-checkbx/field-radi buttn/field-listbx/field-cmbbx Field-Authr Field-Names Field-Readers Field-Passwrd Field-Frmula Field-Time zne Field-Clr Field-MIME Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprted Supprt Status 65

66 Managing Sub-prfiles Refer t the infrmatin belw t manage an existing sub-prfile. Editing an Existing Sub-prfile Cmplete the fllwing steps t edit an existing sub-prfile: 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. Otherwise, it is saved withut remving the riginal sub-prfile. Deleting an Existing Sub-prfile Cmplete the fllwing steps t delete an existing sub-prfile: 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 directly click Delete next t the sub-prfile name in the drp-dwn list. Nte that the default sub-prfile and the sub-prfile used in the main prfile cannt be deleted. Dwnlading an Existing Sub-prfile Cmplete the fllwing steps t dwnlad an existing sub-prfile: 1. In the Prfile Settings interface, click Migratin Optins r Mapping Optins n the left-hand panel. 2. Select an existing sub-prfile and click Edit Sub-prfile in the Sub-prfile grup. 3. Click Dwnlad in the Sub-prfile grup t save the sub-prfile t the lcal disk. Uplading a Cnfigured Sub-prfile Cmplete the fllwing steps t dwnlad a cnfigured sub-prfile: 1. In the Prfile Settings interface, click Migratin Optins r Mapping Optins n the left panel. 2. Click Edit Sub-prfile t make the Migratin Optins field active. 3. Click Uplad in the Sub-prfile grup. 66

67 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 Uplad the sub-prfile and name the upladed sub-prfile by adding a suffix, fr example, subprfile_1. Overwrite current prfile Replace the existing sub-prfile. The Default Mappings subprfile and the Default Migratin Optins prfile sub-prfile cannt be verwritten. 67

68 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, any 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 list 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. If 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 cntent 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. 68

69 Ltus Ntes Migratr Tl Ltus Ntes Migratr Tl resides in \AvePint\DcAve6\Agent\bin\MigratrTl.exe. This tl is used t analyze and scan the surce bjects, generate analysis reprts and scan reprts, cnfigure user mapping/cntent type mapping/infpath mapping/view mapping. The analysis and scan results can be used t assist befre perfrming a migratin jb. Refer t the DcAve 6 Supplementary Tls User Guide fr instructins n using this tl. 69

70 Accessing Ltus Ntes Migratin Ht Key Mde In rder t wrk faster and imprve yur prductivity, DcAve supprts Ht Key mde fr yu t perfrm crrespnding actins quickly by nly using keybard. T access Ht Key mde, in DcAve interface, use the key cmbinatins f Ctrl +Alt + Z n the keybard, and then press 1 t direct t the prducts pane, T access the Migratin prducts, press M. Then, press N t enter the Ltus Ntes Migratin interface. T access Ht Key mde, in Ltus Ntes Migratin interface, use the key cmbinatins f Ctrl + Alt + Z n the keybard. The fllwing is a list f ht keys fr the tp level, each time yu want t g back t the tp level after accessing the interface f lwer level, press Ctrl + Alt +Z n the keybard. Fr example, cntinue pressing H, yu are brught t Ltus Ntes Migratin Hme Page. Operatin Interface Ht Key Ltus Ntes Migratin Hme Page H Ltus Ntes Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 Health Analyzer 6 Accunt Infrmatin 9 Help and Abut 0 Hme Page T access the Hme page by using ht keys, in the Ltus Ntes Migratin interface, use key cmbinatin f Ctrl + Alt + Z t access the Ht Key mde, and then press H n the keybard t enter the Hme page. The fllwing is a list f ht keys fr functinalities n the ribbn f the Hme page. Fr example, cntinue pressing O, yu are brught t the Online Migratin. Online Migratin Exprt Imprt Prfile Settings Cnfigure Cnnectin Functinality Name and Ht Key O EX I PS CF 70

71 Migratin Database Jb Mnitr Functinality Name and Ht Key MD J 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 Online Mde O Exprt Mde EX Imprt Mde I 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 Mapping G 71

72 Functinality Name and Ht Key Permissin P Create N Mapping View Details V Edit E Delete D Manage M SharePint Permissin Level Clse X 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 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 72

73 Exprt Select Surce Staging Lcatin Save As New Plan New Plan Functinality Name and Ht Key SS SL Exprt Mde P Create N Save S Cancel C View V Edit E Details Clse X Edit E Save S Cancel C Delete D Clse X A Save S Save SA Save and SR Run Nw N Imprt Staging Lcatin Save As New Plan New Plan Functinality Name and Ht Key SL Imprt I Create N Save S Mde Cancel C View V Edit E Details Clse X Edit E Save S Cancel C Delete D Clse X A Save S Save SA Save and SR Run Nw N 73

74 Plan Manager Page T access the Plan Manager page by using ht keys, in the Ltus Ntes Migratin interface, use key cmbinatins f Ctrl + Alt + Z t access the Ht Key mde, and then press P n the keybard t enter the Plan Manager page. Fr example, cntinue pressing V, yu are brught t the View Details interface. Functinality Name and Ht Key View Details V Surce & Destinatin SD Settings SE Edit E Clse X Edit E Surce & SD Destinatin Settings SE Save SA Save SA Save As A Save SR and Run Nw Cancel X 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 74

75 Functinality Name and Ht Key Test Run TR OK O Cancel C Run Nw R OK O Cancel C 75

76 Appendix A: Ltus Ntes Migratin Database Infrmatin Refer t the fllwing tables t view the detailed jb and lg infrmatin stred in the migratin database. In Jb Detail, yu can view the jb details f each migrated surce bject, the surce/destinatin bject ID, the URL f the surce/destinatin bject, the size f the surce bject, the wner f the surce/destinatin bject, the migratin start time, the end time, and s n. In Jb Ntificatin, yu can view the status f the migratin jb and view the cmment related t the migratin jb. In Jb Statistic, yu can view the statistical infrmatin f the migratin jb, such as, the jb ID, the plan ID, the surce/destinatin start time, the surce/destinatin end time, the surce/destinatin Agent name, the number f migrated/failed/skipped items/flders/lists, and s n. In Jb Lgs, yu can view the ID f the jb that the lg belngs t, the time 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 Ltus Ntes migratin is LM. Fr example, LM , it indicates a Ltus Ntes migratin jb ID. SequenceId SurceObjectId SurceObjectParentID TargetObjectId 76 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

77 Clumn Name Descriptin Value TargetObjectParentID SurceFullUrl TargetFullURL SurceObjectTitle TargetObjectTitle SurceObjectType TargetObjectType SurceObjectSizeBytes TargetObjectSizeBytes It is the full URL f the surce bject. It is the full URL f the target bject. It is the title f the surce bject. It is the title f the target bject. It is the type f the surce bject. It is the type f the target bject. 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 value is blank. The value is the full URL f the surce bject. Use the value t find the surce bject. The value is the full URL f the target bject. Use the full URL t find the target bject. If the surce bject is nt migrated t the target, the clumn value is blank. The value is the title f the surce bject. The value is the title f the target bject. The value represents the type f the surce bject. 901 Ltus Ntes Database 902 Ltus Ntes Dcument 903 Ltus Ntes Attachment 1001 Ltus Ntes Grup 1002 Ltus Ntes User The value represents the type f the target bject Site Cllectin Site Library List Flder Dcument Item Attachment The value is the real size f the surce bject. The value is the size f the target bject. 77

78 Clumn Name Descriptin Value SurceObjectOwner It is the wner f the surce bject. The value represents the user wh created the surce bject. TargetObjectOwner It is the wner f the target bject. The value represents the user wh created the destinatin 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 78

79 Clumn Name Descriptin Value TruncatedPlicy It is the truncated plicy that is applied t the surce bject. The value represents the truncated plicy that is applied t the surce bject. Nne N truncated plicy. TruncatedOrRenamedAs CustmMetadata It is the new name f the bject in the target. It is the status f using custm metadata. MetadataMapping It is the statues f using C- Based Object Oriented Language (C# Language) Mapping. Message Jb Ntificatin It displays the migratin message f the surce bject. View the infrmatin f the jb ntificatins in the table belw. Clumn Name Descriptin Value SequenceId It is the ID f the sequence fr each jb. Truncated The bject name is truncated. Renamed The bject name is renamed. MveUp The bject is mved up t the higher level. The value is the new name f the bject in the target after truncating r renaming. The value represents the status f using custm metadata. There is n custm metadata in Ltus Ntes. The value here is false. The value represents the status f using C-Based Object Oriented Language (C# Language) Mapping. 0 Nt Used 1 Used The value is the migratin message f the surce bject. The value represents the sequence f each jb. Fr example, 1, it indicates that this jb is the first migratin jb. JbId It is the ID f the jb. The prefix f the jb ID facilitates the distinctin f different migratins. The jb ID prefix fr Ltus Ntes migratin is LM. 79

80 Clumn Name Descriptin Value Fr example, LM , it indicates a Ltus Ntes 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 fr Ltus Ntes Migratin is LM. Fr example, LM , it indicates a Ltus Ntes migratin jb ID. PlanId It is the ID f the plan. The value is the plan ID, fr example, PLAN PlanName It is the name f the plan. The value is the plan name. If yu run a jb withut saving it as a plan, the value is Instance Plan. PlanGrupId It is the ID f the plan grup. The value is the ID f the plan grup that yu set fr the plan. 80

81 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 Ltus Ntes is 8. 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. 81

82 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 82

83 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 and excluded frm the result. FilteredOutSiteCunt It is the number f sites that are filtered and excluded frm the result. FilteredOutListCunt It is the number f lists that are filtered and excluded frm the result. FilteredOutFlderCunt It is the number f flders that are filtered and excluded frm the result. FilteredOutItemCunt It is the number f items that are filtered and excluded frm the result. ExceptinSiteCllectinCunt It is the number f site cllectins that are migrated with exceptin. ExceptinSiteCunt It is the number f sites that are migrated with exceptin. ExceptinListCunt It is the number f lists that are migrated with exceptin. ExceptinFlderCunt It is the number f flders that are migrated with exceptin. ExceptinItemCunt It is the number f items that are migrated with exceptin. 83

84 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 Ltus Ntes migratin is LM. Fr example, LM , it indicates a Ltus Ntes Time Message It is the time when the lg is written t the table. It displays the detailed infrmatin f the lg. migratin jb ID. The value represents the time when the lg is 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 fr the actin f the surce DcAve Agent. Destinatin The lg is fr the actin 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 84

85 Appendix B: Ltus Ntes Custmizatin Supprt Table The fllwing table shws what kinds f surce nde are supprted t be migrated t the crrespnding destinatin ndes means the migratin is supprted. What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating Database Database t Site Cllectin 85

86 What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating Database t site 86

87 What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating Database t List 87

88 What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating Database t Flder 88

89 What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating View View t Site Cllectin 89

90 What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating View t Site 90

91 What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating View t List 91

92 What t Migrate Migrate T Site Cllectin Site List Flder Nte What t select when migrating View t Flder 92