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Quest Notes Migrator for SharePoint. Steve Walch, Senior Product Manager. Blog: . November, 2011. Partner Training Webcast Series - Session 5 Migrating Application Designs . Partner Training Webcast Series. Migration Basics with the NMSP Designer Client

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Quest notes migrator for sharepoint
Quest Notes Migrator for SharePoint

Steve Walch, Senior Product Manager


November, 2011

Partner Training Webcast Series - Session 5

Migrating Application Designs

Partner training webcast series
Partner Training Webcast Series

  • Migration Basics with the NMSP Designer Client

  • Analysis and Automation with the NMSP Migration Console

  • Advanced Content Migration Jobs

  • Tool Deployment, Domino.Doc and QuickPlace / QuickR migrations

  • Migrating Application Designs

  • Tips and Tricks for Managing Large Migration Projects

  • Even More Advanced Content Migration Jobs

    (Product demos using NMSP 6.1 beta)

Today s agenda
Today’s Agenda

Migrating Application Designs

  • Overview of design migration capabilities (and limitations)

  • Migrating Notes schema to custom lists

  • Advanced SharePoint column provisioning

  • Migrating Notes forms to InfoPath list forms

  • Migrating Notes forms to InfoPath form libraries

  • Migrating Notes views to SharePoint views

  • Migrating Notes schema to Content Types

Where the tools can help with design migration
Where the tools can help with Design Migration

  • Migrating Notes Schema

    • Provision Lists with similar schema to Notes application

    • Generate Content Types based on Notes Forms

  • Migrating Notes Forms

    • Generate InfoPath Document Forms (for XML Form Libraries)

    • Generate InfoPath List Forms

  • Migrating Notes Views

    • Generate SharePoint Views from Notes Views

  • And (of course) content, security, etc…

Where the tools do not help yet
Where the tools do not help (yet)

  • Building SharePoint Designer (ASPX) forms

    • But Quest web parts can help!

  • Migrating workflow logic and code

    • Agents

    • Button code

    • Form events

  • Migrating application navigation

    • Outlines

    • Navigators

    • Frame sets

  • Web design elements

Provisioning sharepoint columns
Provisioning SharePoint Columns

  • Column settings can be defined in Target Data Definition

    • Name, Type, Multi-value

    • Read-Only columns

    • Required columns

    • Data Validation formulas

    • Add column to All Views

    • Add column to All Content Types

    • Is Title Column

    • Auto-populate terms and choices

  • Most columns can be provisioned at migration time

    • New lists or new columns in existing lists

    • Existing columns will NOT be upgraded

    • Managed Metadata columns must be provisioned manually

Populating target column definitions
Populating Target Column definitions

  • One at a time

  • Copy from Source

    • Uses Schema of Source Data Definition

    • Quick way to clone your Notes schema in SharePoint

    • Rename / reconfigure column settings as desired

    • Data definition remembers column mappings

  • Load from existing SharePoint List

    • Helpful when list schema has already been developed

    • Add additional columns as needed

    • Optional: Specify default mappings

Generating infopath list forms
Generating InfoPath List Forms

  • For SharePoint 2010 only

    • Form Services required

  • Migrate List schema first

    • NMSP migration job required

  • SharePoint generates starter InfoPath form template

    • Data schema is bound to your SharePoint list

    • Save form template to disk

  • Use NMSP Form Migration Wizard

    • Adds Notes design to starter form

    • Utilizes mappings in your migration job

  • Publish new InfoPath form to List

Notes form migration wizard
Notes form migration wizard

  • Specify source Notes form

    • May be prompted to resolve computed subforms

  • Specify elements to be migrated

    • Read mode vs. edit mode

    • Notes vs. web

    • Elements with hide-when logic

  • Option to create sections around certain elements

    • Useful for implementing conditional logic in InfoPath

  • Specify default control sizes

  • Specify column mappings

Form migration artifacts
Form migration artifacts

  • Generated InfoPath form template

    • Customize in design mode as needed

    • Publish to SharePoint from InfoPath Designer

  • InfoPath form with developer markup (optional)

    • Preview in “fill” mode

    • Shows all hidden text

    • Hover over icons for developer information

  • Migration report (optional)

    • Shows all migrated and non-migrated elements

    • Use a checklist for developer to complete the form

  • Debugging information folder (optional)

    • Log file and intermediate files for Quest support

Generating infopath document forms
Generating InfoPath Document Forms

  • For use in SharePoint Form Libraries

    • SharePoint 2007 or SharePoint 2010

  • Use NMSP Form Migration Wizard to create InfoPath form template from scratch

    • Existing library or migration job not needed

    • Target form services or InfoPath client

    • Specify more complex schema and field mappings

  • InfoPath Designer publishes form template to SharePoint

    • New or existing Form Library

    • Content Types

  • Optional: Import form template into content migration job

    • InfoPath XML document generation to be discussed in session 7!

Migrating notes views to sharepoint views1
Migrating Notes Views to SharePoint Views

  • Define new views in Target Data Definition

    • Also access from Tools menu

  • View migration wizard reproduces Notes Views as closely as possible

    • Side-by-side mapping of View elements

  • Provision views at the start of migration job

    • Newly defined columns provisioned first

  • Re-provision views as needed

Side by side mapping of view elements
Side-by-side mapping of View elements

  • Column mapping

    • Matches existing columns

    • Recommends new columns

    • Formula editor for creating Calculated columns

    • Adds columns to target data definition

  • Grouping and Sorting

    • Preserves Notes definition as closely as possible

    • Warning! SharePoint views only allow 2 levels of grouping

  • Totals

    • Most (but not all) Notes totaling options supported in SharePoint

  • Filtering

    • Manual translation of selection formula required

Provisioning content types
Provisioning Content Types

  • Define new content type in migration console (Database properties or Technical Class)

    • Start from a Notes form

    • Start from an existing migration job

    • Start from an existing SharePoint List

    • Add / modify column definitions as needed

    • Set Content type title, group and parent content type

  • Provision Content Types at site level

    • On demand or as part of “Migrate to SharePoint” action

    • Provisions or reuses existing Site Columns as appropriate

  • Adding content types to Lists

    • Specify in migration jobs (Discussed in session 3)

Related resources on declarative development
Related Resources on Declarative Development

  • Webcast recording: Migrating Notes Applications to SharePoint with Fewer Development Resources

    • Ira Fuchs– SharePoint Technical Strategist, Microsoft

    • Steve Walch – Sr. Product Manager, Quest Software


  • Book: Enterprise Application Development in SP 2010

    • Creating Enterprise Class Applications in SharePoint without Code


    • 30% discount coupon code: QUESTDISC

Notes migrator for sharepoint 6 1 beta program
Notes Migrator for SharePoint 6.1 Beta Program

  • Beta in progress now!

  • Go to

  • Sign in with your Quest Community ID

    • Or register to create a new one

    • Use corporate email (No gmail or hotmail accounts)

  • Press the “Ask To Join This Group” button

  • Once approved, log in and download

    • Reviewers Guide

    • Product Installer

  • Expected release: January 2012

Steve’s blog: