Migrating Lotus Notes Data To SharePoint Using Dell Quest Migrator

Approach Overview

AutoMap approach migration helps to perform the field to field mapping migration of data from Lotus Notes to SharePoint. The data types of the fields have to be analyzed before migration, to avoid the loss of data due to truncation of multi-line fields and the loss of field options for multi choice fields.

Migration Steps – Quick overview

1. Analyze the Lotus Notes application
2. Create migration job
3. Migrate data to SharePoint

Prerequisites for Job Creation

1. Required access to the Lotus Notes database in order to read the data from the tool.
2. SharePoint Site to be available with required permissions to write the data to the site.
3. Tool has to be installed in an environment where both, the Lotus Notes application and SharePoint site, are accessible.

Source Job Configuration (Lotus Notes)

1. Select and load the source Lotus Notes Database by clicking the “Select” button. On click of “Select” button, a window will open where local and server databases will be listed out. Select the respective database and click “OK”.
   
   
   
   
2. After selecting the LN database, click on “Create” to start creating the job for the source section.
   
   
   
   
3. Definition tab will have the Lotus Notes database name. There is no need to change any data in this tab.
   
   
   
   
4. The "Record Selection" tab provides 5 different options to select the records. Select the second option “Select records based on Form Used” and pick the respective form to migrate and click “OK”.
   
   
   
   
5. In Data Fields tab, load the form fields by clicking “Select items and columns” button, as shown in the screenshot below. Select all the fields under the form name and click OK.
   
   
   
   
6. Once the fields are selected, it will get populated in Data Fields tab, as shown below.
   
   
   
   
7. In Advanced tab, we have the option to preview the existing records in the form. By clicking the “Test” button, the records from the selected list will get populated in the preview window.
   
8. The maximum number of records to preview can be restricted by providing the value in Max records text box. By default, the value is 100.
9. Quest tool provides options to skip the record count to preview a set of records by providing value in Skip text box.
10. Total number of records in the list will be displayed in Query results label, as shown below.
    
    
    

Target Job Configuration (SharePoint)

1. In SharePoint tab, load the target SharePoint site by clicking the “Select” button. If the site is already accessed using the tool, then it will get listed in the window, as shown below; else provide the site URL and click “OK”.
   
   
   
   
2. Specify the List name (if it already exists) where we need to migrate data, else specify the List name which has to be created while migration. Check the below check box, as shown in the below screenshot, in order to create the list on the fly.
   
   
   
   
3. Click on the “Create” button to configure the target section of the migration job.
   
   
   
   
4. In List Definition tab, select the List Type as “Other List” from the drop down.
   
   
   
   
5. In Data Fields tab, load the fields from the existing SharePoint list by clicking the button “Load from SharePoint List”; else if the list not available, then load the fields from the source list by clicking the button “Load from Source Fields”.
   
   
   
   
6. On clicking Load from Source Fields button, all the fields which are present in the Lotus Notes, Data Fields tab section will get loaded here.
7. The field names will be same as Lotus Notes and not user friendly in this way of field creation.
   
   
   
   
8. In Advanced tab, select the check box to migrate the attachment as icon, as shown in the below screen. If this option is not checked, then only links are migrated with the attachment name instead of the attachment icon. This check box is optional based on the requirement.
   
   
   

Data Mapping Configuration (Lotus Notes and SharePoint)

1. Click on Map Data tab and map the fields, as mentioned in the below screen. Enable the check boxes “Preserve Created/Modified identities” and “Preserve Created/Modified dates” to capture the existing created and modified date, and created and modified users from Lotus Notes.
   
   
   

User Security Settings

1. In Advanced tab, configure the Business User Name as default user for the missing users and click on Run Job to execute the job.
   
   
   
   
2. On click on Run Job, the below migration progress bar window will appear.
   
   
   
   
3. Once the task is completed, click the “Go to List” button to navigate to the Custom List. Each document in Lotus Notes will be migrated as a list item in SharePoint custom list.
   
   
4. The attachments in each record will get migrated along with the list item. The migrated Lotus Notes item is shown below.
   
   
   

Lotus Notes and SharePoint Record Comparison