DcAve 6 Migratr User Guide Service Pack 3, Cumulative Update 1 Revisin H Issued August 2013 1
Table f Cntents Abut Migratr... 12 Cmplementary Prducts... 12 Submitting Dcumentatin Feedback t AvePint... 13 Befre Yu Begin... 14 Cnfiguratins... 14 Agents... 14 Required Permissins... 14 File System Migratr... 14 SharePint Migratr... 15 Ltus Ntes Migratr... 20 Quickr Migratr... 21 erm Migratr... 22 Livelink Migratr... 23 Exchange Public Flder Migratr... 24 EMC Dcumentum Migratr... 25 Lcal System Permissins... 27 Getting Started... 29 Launching DcAve Migratr... 29 Abut Online Migratin Settings... 30 Creating Cntainers... 31 Creating a Site Cllectin... 32 Creating a Site... 32 Creating a List/Library... 33 Abut Exprt Lcatins (Offline Jbs Only)... 34 Managing Exprt Lcatin... 34 Creating and Editing Exprt Lcatins... 35 Exprt Mde... 35 Imprt Mde... 36 Cnfiguring Migratin Databases... 37 2
File System Migratins... 38 Pre-migratin Cnfiguratins... 38 Managing File System Cnnectins... 38 Creating and Editing File System Cnnectins... 39 Cnfiguring a File System Migratin... 40 Abut Filter Plicies... 40 Creating Filter Plicies... 41 Abut Mapping Settings... 50 Dmain Mapping... 50 User Mapping... 50 Grup Mapping... 51 Abut Permissin Mapping... 51 Creating and Editing Permissin Mappings... 52 Abut SharePint Permissin Levels... 53 Creating SharePint Permissin Levels... 54 Abut Dynamic Rules... 55 Setting Up File System Migratin Prfiles... 56 Perfrming a File System Migratin... 61 Select the Surce and Destinatin Ndes... 61 Cnfiguring the Run Nw Interface... 62 Cnfiguring the Save As New Plan Interface... 63 Metadata Excel File... 68 SharePint Online Migratins... 71 Cnfiguring SharePint Online Migratin Prfiles... 71 Surce Cmpnent Optins... 71 Mapping Optins... 72 Advanced Optins... 73 Cnfiguring Dynamic Rules... 75 Editing the XML File... 76 Perfrming a SharePint Online Migratin... 77 Selecting the Surce and Destinatin Ndes... 77 Cnfiguring the Run Nw Interface... 79 3
Cnfiguring the Save As New Plan Interface... 80 SharePint Offline Migratins... 84 Cnfiguring SharePint Offline Migratin Prfiles... 84 Cnfiguring Strage Plicies... 84 Setting Up an Exprt Prfile... 84 Setting Up an Imprt Prfile... 85 Imprting Data Exprted frm Other Managers... 88 Editing a Metadata File... 89 Editing the SP2010GranularBackupRestre.cfg File... 90 Perfrming a SharePint Offline Migratin... 90 Exprting Data... 91 Imprting Data... 94 Supprted and Unsupprted Elements fr SharePint 2007/2010 t 2013 Migratin... 99 Supprted and Unsupprted Elements fr SharePint 2007/2010 t SharePint Online Migratin... 103 Ltus Ntes Online Migratins... 108 Pre-migratin Cnfiguratins... 108 Managing Ltus Ntes Cnnectins... 108 Creating and Editing Ltus Ntes Cnnectins... 109 Cnfiguring Ltus Ntes Online Migratin... 110 Abut Filter Plicies... 110 Creating Filter Plicies... 111 Abut Mapping Settings... 112 User Mapping... 112 Grup Mapping... 112 Abut Permissin Mappings... 112 Abut SharePint Permissin Levels... 114 Creating SharePint Permissin Levels... 115 Abut Dynamic Rules... 116 Setting Up Ltus Ntes Online Migratin Prfiles... 117 Perfrming a Ltus Ntes Online Migratin... 124 Select the Surce and Destinatin Ndes... 124 4 Cnfiguring the Run Nw Interface... 126
Cnfiguring the Save As New Plan Interface... 126 Cnfiguring the Add Schedule Interface... 128 Ltus Ntes Offline Migratins... 130 Cnfiguring a Ltus Ntes Offline Migratin... 130 Setting Up an Exprt Prfile... 130 Setting Up an Imprt Prfile... 130 Perfrming a Ltus Ntes Offline Migratin... 131 Exprt... 131 Imprt... 134 Supprted and Unsupprted Elements in Ltus Ntes Migratr... 137 Supprted and Unsupprted Ltus Ntes Dcument Elements... 140 Quickr Migratin... 142 Pre-migratin Cnfiguratins... 142 Managing Quickr Cnnectins... 142 Creating and Editing Quickr Cnnectins... 143 Cnfiguring Quickr Migratin... 144 Abut Filter Plicies... 144 Creating and Editing Filter Plicies... 145 Abut Mapping Settings... 145 User Mapping... 146 Grup Mapping... 146 Abut Permissin Mappings... 146 Managing Permissin Mappings... 147 Cnfiguring Permissin Mappings... 147 Abut SharePint Permissin Levels... 148 Creating SharePint Permissin Levels... 149 Abut Dynamic Rules... 149 Setting Up Quickr Migratin Prfiles... 151 Perfrming a Quickr Migratin... 157 Select the Surce and Destinatin Ndes... 157 Cnfiguring the Run Nw Interface... 158 Cnfiguring the Save As New Plan Interface... 159 5
Cnfiguring the Add Schedule Interface... 160 Supprted and Unsupprted Elements in Quickr Migratr... 162 erm Online Migratins... 163 Cnfiguring an erm Online Migratin... 163 Abut Filter Plicies... 163 Creating Filter Plicies... 164 Abut Mapping Settings... 166 Dmain Mapping... 166 User Mapping... 167 Grup Mapping... 167 Abut Dynamic Rules... 167 Setting Up erm Online Migratin Prfiles... 168 Perfrming an erm Online Migratin... 179 Selecting the Surce and Destinatin Ndes... 179 Cnfiguring the Run Nw Interface... 180 Cnfiguring the Save As New Plan Interface... 180 Cnflict Reslutin... 182 erm Offline Migratins... 183 Cnfiguring an erm Offline Migratin... 183 Setting Up an Exprt Prfile... 183 Setting Up an Imprt Prfile... 183 Perfrming an erm Offline Migratin... 184 Exprt... 184 Imprt... 186 erm Migratin Clumn Type Mapping Table... 189 Supprted and Unsupprted Elements fr erm Migratr... 190 Livelink Online Migratins... 192 Pre-migratin Cnfiguratins... 192 Managing Livelink Cnnectins... 192 Creating and Editing Livelink Cnnectins... 193 Cnfiguring a Livelink Online Migratin... 195 6 Abut Filter Plicies... 195
Creating and Editing Filter Plicies... 196 Abut Mapping Settings... 197 Dmain Mapping... 197 User Mapping... 198 Grup Mapping... 198 Abut Permissin Mapping... 198 Creating and Editing Permissin Mappings... 199 Abut Livelink Privilege... 201 Creating Livelink Privileges... 202 Abut SharePint Grup... 202 Creating SharePint Grups... 203 Abut SharePint Permissin Level... 204 Creating SharePint Permissin Levels... 205 Dynamic Rules... 205 Setting Up Livelink Online Migratin Prfiles... 206 Perfrming a Livelink Online Migratin... 214 Selecting the Surce and Destinatin Ndes... 214 Livelink Offline Migratins... 218 Cnfiguring a Livelink Offline Migratin... 218 Setting Up an Exprt Prfile... 218 Setting Up an Imprt Prfile... 219 Perfrming a Livelink Offline Migratin... 221 Exprting Data... 221 Imprting Data... 223 Supprted and Unsupprted Elements fr Livelink Migratr... 226 Exchange Public Flder Migratins... 228 Pre-migratin Cnfiguratins... 228 Managing Exchange Public Flder Cnnectins... 228 Cnfiguring Exchange Public Flder Cnnectins... 229 Cnfiguring Exchange Public Flder Migratin... 230 Abut Filter Plicies... 230 Creating Filer Plicies... 231 7
Abut Mapping Settings... 232 Dmain Mapping... 232 User Mapping... 232 Grup Mapping... 233 Abut Permissin Mapping... 233 Creating Permissin Mappings... 234 Abut SharePint Permissin Levels... 235 Creating SharePint Permissin Levels... 236 Abut Dynamic Rules... 236 Setting Up Exchange Public Flder Migratin Prfiles... 238 Perfrming an Exchange Public Flder Migratin... 246 Select the Surce and Destinatin Ndes... 246 Cnfiguring the Run Nw Interface... 248 Cnfiguring the Save As New Plan Interface... 249 Supprted List/Library fr Different Exchange Flder Types... 252 EMC Dcumentum Migratins... 254 Pre-migratin Cnfiguratins... 254 Managing EMC Dcumentum Cnnectins... 254 Creating and Editing EMC Dcumentum Cnnectins... 255 Cnfiguring EMC Dcumentum Online Migratin... 257 Abut Filter Plicies... 257 Creating Filter Plicies... 258 Abut Mapping Settings... 262 Dmain Mapping... 262 User Mapping... 262 Grup Mapping... 262 Abut Permissin Mapping... 263 Creating and Editing Permissin Mappings... 264 Abut EMC Dcumentum Permissins... 265 Creating EMC Dcumentum Permissins... 266 Abut SharePint Grup... 267 8 Creating SharePint Grups... 268
Abut SharePint Permissin Levels... 268 Creating SharePint Permissin Levels... 269 Abut Dynamic Rules... 270 Setting Up EMC Dcumentum Migratin Prfiles... 271 Perfrming an EMC Dcumentum Migratin... 278 Cnfiguring the Run Nw Interface... 279 Cnfiguring the Save As New Plan Interface... 282 Supprted SharePint Object Levels fr Different EMC Dcumentum Object Levels... 285 Managing Sub-prfiles... 286 Editing an Existing Sub-prfile... 286 Deleting an Existing Sub-prfile... 286 Uplading a Previusly-cnfigured Sub-prfile... 286 Dwnlading an Existing Sub-prfile... 286 Managing Plans... 287 Migratr Tls... 289 Accessing Migratins Ht Key Mde... 290 File System Migratin... 290 Hme Page... 291 Plan Manager... 292 SharePint Migratin... 294 Hme Page... 294 SharePint Online Migratin... 294 Prfile Settings... 295 Migratin Database... 295 Plan Manager Page... 295 Exchange Public Flder Migratin... 296 Hme Page... 296 Plan Manager Page... 298 Ltus Ntes Migratin... 299 Hme Page... 299 Plan Manager Page... 302 erm Migratr... 303 9
Hme Page... 304 Plan Manager Page... 305 Livelink Migratin... 306 Jb Mnitr... 306 Scheduled Jb Mnitr... 307 Plan Grup... 307 Hme Page... 308 Migratin Database... 308 Cnfigure Cnnectin... 308 Livelink Online Migratin... 309 Exprt... 309 Create Prfile... 309 Permissin Mapping... 310 Plan Manager Page... 311 EMC Dcumentum Migratin... 312 Hme Page... 312 Plan Manager Page... 314 Quickr Migratin... 315 Hme Page... 315 Plan Manager Page... 317 Appendix A: Migratin Database Infrmatin... 319 Jb Detail... 319 Jb Ntificatin... 323 Jb Statistic... 324 Object Type... 328 Livelink... 329 Exchange Public Flder... 330 Ltus Ntes... 330 Quickr... 330 EMC Dcumentum... 330 Appendix B: Custmizatin Supprt Tables... 331 Ltus Ntes Migratr Custmizatin Supprt Table... 331 10
Quickr Migratr Custmizatin Supprt Table... 341 erm Migratr Custmizatin Table... 345 Exchange Public Flder Migratr Custmizatin Supprt Table... 347 EMC Dcumentum Migratr Custmizatin Table... 349 Appendix C: Advanced Settings in Cnfiguratin Files... 351 File System Migratr Cnfiguratin Files... 351 FileMigratinCnfiguratin.xml... 351 erm Migratr Cnfiguratin Files... 351 ermmigratincnfiguratin.xml... 352 Exchange Public Flder Migratin Cnfiguratin File... 353 EMC Dcumentum Migratr Cnfiguratin Files... 355 SharePint Migratr Cnfiguratin Files... 355 Surce Cnfiguratin File... 356 Destinatin Cnfiguratin File... 356 Livelink Migratr Cnfiguratin File... 357 Ltus Ntes Migratr Cnfiguratin File... 362 SP2010LtusNtesMigratinWrker.xml... 362 Quickr Migratr Cnfiguratin File... 365 SP2010QuickrMigratinWrker.xml... 365 Appendix D: Cnflict Reslutin... 367 Cntainer Level Cnflict Reslutin... 367 Cntent Level Cnflict Reslutin... 367 Index... 369 Ntices and Cpyright Infrmatin... 378 11
Abut Migratr Demand fr migratin t Micrsft SharePint 2010 and SharePint 2013 cntinues t grw as the platfrm rapidly becmes the standard fr rganizatins seeking a centralized knwledge repsitry and cllabrative wrkspace. Minimize the time and effrt required t transfer enterprise-wide cntent t SharePint by utilizing DcAve's seamless, fully mapped transfer f cntent frm mre than 14 legacy systems t SharePint 2010 and SharePint 2013. SharePint migratin prjects are usually defined by business disruptin and end-user cnfusin. With DcAve, this is n lnger the case. Enable SharePint administratrs t easily autmate the prcess f cnslidating multiple cntent surces int SharePint Maximize return n investment fr cntent residing in legacy repsitries Granularly migrate cntent dwn t individual SharePint items in real-time, r thrugh dynamic scheduling Retain all assciated metadata and permissins thrughut the migratin prcess 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 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. 12
Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Yu can Submit Yur Feedback n ur website. 13
Befre Yu Begin Refer t the sectins fr system and farm requirements that must be in place prir t installing and using DcAve Migratr. Cnfiguratins In rder t use DcAve Migratr, the DcAve 6 platfrm must be installed and cnfigured prperly n yur farm. DcAve Migratr will nt functin withut DcAve 6 present n the farm. 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 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 File System Migratr T install and use DcAve File System Migratr prperly, ensure that the Agent accunt has the fllwing permissins. 1. 2. 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. *Nte: Operatins f files n the file system require lcal administratin permissin. Therefre, yu must make sure that the Agent accunt is in the lcal Administratrs grup. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 File System Migratr; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full cntrl t all znes f all Web applicatins via User Plicy fr Web applicatins. 14
Managed Metadata Service Term Stre Administratr Other permissins required 3. Managed Metadata Service Full Cntrl Managed Metadata Service Administratr SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 File System 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. Creatr and Security Admin permissin t SQL Server. *Nte: If a Web applicatin enables the frms based authenticatin and uses database as the methd f frms based authenticatin, ensure at least ne cnditin: The Agent accunt has a Database Rle f db_wner t this database. Specify a user in the cnnectinstring nde in this Web applicatin s web.cnfig prfile that has the access t this database. Fr details, refer t the instructins belw. SharePint Migratr 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 desired Web applicatin and select Explre. iii. Find the web.cnfig file in the pp-up windw. iv. Open the web.cnfig file with Ntepad. v. Find the cnnectinstring nde and specify a user that has access t the database that stres FBA security infrmatin. T use and install SharePint Migratr prperly, ensure that the Agent accunts in yur surce and destinatin SharePint envirnments have enugh permissin. *Nte: Fr the destinatin nde, if a Web applicatin enables the frms based authenticatin and uses database as the methd f frms based authenticatin, ensure at least ne cnditin: The Agent accunt has a Database Rle f db_wner t this database. Specify a user in the cnnectinstring nde in this Web applicatin s web.cnfig prfile that has the access t this database. Fr details, refer t the instructins belw. 15
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 desired Web applicatin and select Explre. iii. Find the web.cnfig file in the pp-up windw. iv. Open the web.cnfig file with Ntepad. v. Find the cnnectinstring nde and specify a user that has access t the database that stres FBA security infrmatin. SharePint 2007 t 2010 Migratin T install and use SharePint 2007 t 2010 Migratin prperly, ensure that the Agent accunts in yur SharePint 2007 and 2010 envirnments have the fllwing permissins: 1. 2. 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. SharePint Permissins: These permissins must be manually cnfigured prir t using SharePint 2007 t 2010 Migratin; they are nt autmatically cnfigured. SharePint 2007 Permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Read Persnalizatin Services Permissin: All f the granular permissins f the default Shared Service Prvider SharePint 2010 Permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Cntrl User Prfile Service Applicatin Permissins: Use Persnal Features Create Persnal Site Use Scial Features Full Cntrl 16
3. Managed Metadata Service: Term Stre Administratr SQL Permissins: These permissins must be manually cnfigured prir t using SharePint 2007 t 2010 Migratin; they are nt autmatically cnfigured. SharePint 2007 Permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, and Nintex Wrkflw Database SharePint 2010 Permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, Central Admin Database, and Nintex Wrkflw Database SharePint 2007 t 2013 Migratin T install and use SharePint 2007 t 2013 Migratin prperly, ensure that the Agent accunts in yur SharePint 2007 and 2013 envirnments have the fllwing permissins. 1. 2. 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. SharePint Permissins: These permissins must be manually cnfigured prir t using SharePint 2007 t 2013 Migratin; they are nt autmatically cnfigured. SharePint 2007 Permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Read Persnalizatin Services Permissin: All f the granular permissins f the default Shared Service Prvider SharePint 2013 Permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Cntrl User Prfile Service Applicatin permissins: Use Persnal Features Create Persnal Site Use Scial Features 17
3. Full Cntrl Managed Metadata Service: Term Stre Administratr SQL Permissins: These permissins must be manually cnfigured prir t using SharePint 2007 t 2013 Migratin; they are nt autmatically cnfigured. SharePint 2007 Permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, and Nintex Wrkflw Database SharePint 2013 Permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, Central Admin Database, and Nintex Wrkflw Database SharePint 2010 t 2013 Migratin T install and use SharePint 2010 t 2013 Migratin prperly, ensure that the Agent accunt f the SharePint 2010 and 2013 envirnments have the fllwing permissins. 1. 2. 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. SharePint Permissins: These permissins must be manually cnfigured prir t using SharePint 2010 t 2013 Migratin; they are nt autmatically cnfigured. SharePint 2010 Permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Read User Prfile Service Applicatin permissins: Use Persnal Features Use Scial Features Managed Metadata Service: Term Stre Administratr Business Data Cnnectivity Service: Full Cntrl Search Service: Full Cntrl SharePint 2013 Permissins: 18
3. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Cntrl User Prfile Service Applicatin permissins: Use Persnal Features Create Persnal Site Use Scial Features Full Cntrl Managed Metadata Service: Term Stre Administratr Business Data Cnnectivity Service: Full Cntrl Search Service: Full Cntrl SQL Permissins: These permissins must be manually cnfigured prir t using SharePint 2010 t 2013 Migratin; they are nt autmatically cnfigured. SharePint 2010 Permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, and Nintex Wrkflw Database SharePint 2013 Permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, Central Admin Database, and Nintex Wrkflw Database. Migratin Database fr SharePint Migratin T use migratin databases in SharePint Migratr prperly, ensure that the fllwing accunts have the fllwing permissins: If yu select t use Windws Authenticatin: Surce and Destinatin Agent Accunts: Database Rle f db_wner fr the migratin database Applicatin Pl Accunt: Server Rle f dbcreatr fr the SQL Server where the migratin database resides. If yu select t use Windws Authenticatin and select the Specify a Windws accunt checkbx, ne f the fllwing cnditins must be met: The accunts meet the requirements: Applicatin Pl Accunt: Server Rle f dbcreatr fr the SQL Server where the migratin database resides. 19
The specified Windws Accunt: Database Rle f db_wner fr the migratin database. The specified Windws Accunt: Server Rle f dbcreatr fr the SQL Server where the migratin database resides. If yu select t use SQL Authenticatin: Ltus Ntes Migratr SQL Server lgin user: Server Rle f dbcreatr fr the SQL Server where the migratin database resides. T install and use DcAve Ltus Ntes Migratr prperly, ensure that the Agent accunt has the fllwing permissins. 1. 2. 3. Lcal System Permissins: The permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Ltus Ntes Migratr; they are nt autmatically cnfigured. 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 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. *Nte: 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: 20
Quickr Migratr i. Navigate t Start > Administrative Tls > Server Manager > Rles > Web Server (IIS) > Internet Infrmatin Services (IIS) Manager, find the desired Web applicatin in the Sites list. ii. Right-click the Web applicatin and select Explre. iii. A windw pps up and yu can find the web.cnfig file in it. iv. Open the web.cnfig file with Ntepad. v. Find the cnnectinstrings nde and specify a user that has access t the database that stres FBA security infrmatin. T install and use DcAve Quickr Migratr prperly, ensure that the Agent accunt has the fllwing permissins. 1. 2. 3. 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. Other permissins: Full Cntrl t Ltus Ntes installatin path SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Quickr Migratr; they are nt autmatically cnfigured. Member f the Farm Administratrs grup Full cntrl t all znes f all Web applicatins via User Plicy fr Web applicatins Managed Metadata Service Term Stre Administratr Other permissins required Managed Metadata Service Full Cntrl Managed Metadata Service Administratr SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Quickr Migratr; they are nt autmatically cnfigured. Member has a Database Rle f db_wner fr all f the databases related t SharePint, including Cntent Databases, SharePint Cnfiguratin Database, and Central Admin Database. *Nte: 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: 21
erm Migratr The Agent accunt must be a member wh has a Database Rle f db_wner fr the FBA database. Add the Agent accunt in the cnnectinstrings nde in this Web applicatin s web.cnfig file t make the Agent accunt have the permissin t the FBA database. Fr details, refer t the instructins belw: i. Navigate t Start > Administrative Tls > Server Manager > Rles > Web Server (IIS) > Internet Infrmatin Services (IIS) Manager, find the desired Web applicatin in the Sites list. ii. Right-click the Web applicatin and select Explre. iii. A windw pps up and yu can find the web.cnfig file in it. iv. Open the web.cnfig file with Ntepad. v. Find the cnnectinstrings nde and specify a user that has access t the database that stres FBA security infrmatin. T install and use DcAve erm Migratr prperly, ensure that the Agent accunt has the fllwing permissins. 1. 2. 3. 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. *Nte: Operatins f files n the file server that is cnnected by the UNC path require the Read permissin at least. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 erm Migratr; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full cntrl t all Web applicatins via User Plicy fr Web applicatins Managed Metadata Service Term Stre Administratr Managed Metadata Administratr with Full Cntrl Permissin SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 erm Migratr; they are nt autmatically cnfigured. 22
Member has a Database Rle f db_wner fr all f the databases related t SharePint, including Cntent Databases, SharePint Cnfiguratin Database, Central Admin Database, and DcAve Migratin Database. dbcreatr and securityadmin Server Rles t SQL server If a Web applicatin enables the frms based authenticatin and uses database as the methd f frms based authenticatin, ensure at least ne cnditin: The Agent accunt has a Database Rle f db_wner t this database. Specify a use in the cnnectinstring nde in this Web applicatin s web.cnfig prfile that has the access t this 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 desired Web applicatin and select Explre. iii. Find the web.cnfig file in the pp-up windw. iv. Open the web.cnfig file with Ntepad. v. Find the cnnectinstring nde and specify a user that has access t the database that stres FBA security infrmatin. 4. Migratin Surce Permissins: These permissins must be manually cnfigured prir t using DcAve 6 erm Migratr; they are nt autmatically cnfigured. Full cntrl t erm file server Livelink Migratr T install and use DcAve Livelink Migratr prperly, ensure that the agent accunt has the fllwing permissins. 1. 2. Lcal System Permissins: The permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Livelink Migratr; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full cntrl t all znes f all Web applicatins via User Plicy fr Web applicatins User Prfile Service Applicatin permissins: 23
3. Use Persnal Features Create Persnal Site Use Scial Features Managed Metadata Service Term Stre Administratr Other permissins required Managed Metadata Service Full Cntrl Managed Metadata Service Administratr SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Livelink 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. 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: vi. 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. vii. Right-click the desired Web applicatin and select Explre. viii. Find the web.cnfig file in the pp-up windw. ix. Open the web.cnfig file with Ntepad. x. Find the cnnectinstring nde and specify a user that has access t the database that stres FBA security infrmatin. Exchange Public Flder Migratr T install and use DcAve Exchange Public Flder Migratr prperly, ensure that the Agent accunt has the fllwing permissins. 24 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. 3. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Exchange Public Flder Migratr; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full cntrl t all znes f all Web applicatins via User Plicy fr Web applicatins Managed Metadata Service Term Stre Administratr Managed Metadata Service Administratr with Full Cntrl Permissin SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 Exchange Public Flder 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 the Server Rles f dbcreatr and securityadmin t SQL server. If a Web applicatin enables the frms based authenticatin and uses database as the methd f frms based authenticatin, ensure at least ne cnditin: The Agent accunt has a Database Rle f db_wner t this database. Specify a use in the cnnectinstring nde in this Web applicatin s web.cnfig prfile that has the access t this database. Fr details, refer t the instructins belw: EMC Dcumentum Migratr 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 desired Web applicatin and select Explre. iii. Find the web.cnfig file in the pp-up windw. iv. Open the web.cnfig file with Ntepad. v. Find the cnnectinstring nde and specify a user that has access t the database that stres FBA security infrmatin in the User ID and Passwrd attributes. T install and use DcAve EMC Dcumentum Migratr prperly, ensure that the Agent accunt has the fllwing permissins. 1. Lcal System Permissins: The permissins are autmatically cnfigured by DcAve during the installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically 25
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. 3. SharePint Permissins: These permissins must be manually cnfigured prir t using DcAve 6 EMC Dcumentum Migratr; they are nt autmatically cnfigured. User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full cntrl t all znes f all Web applicatins via User Plicy fr Web applicatins Managed Metadata Service Term Stre Administratr Managed Metadata Service Administratr with Full Cntrl Permissin SQL Permissins: These permissins must be manually cnfigured prir t using DcAve 6 EMC Dcumentum 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 the Server Rles f dbcreatr and securityadmin t SQL server. If a Web applicatin enables the frms based authenticatin and uses database as the methd f frms based authenticatin, ensure at least ne cnditin: The Agent accunt has a Database Rle f db_wner t this database. Specify a use in the cnnectinstring nde in this Web applicatin s web.cnfig prfile that has the access t this 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 desired Web applicatin and select Explre. iii. Find the web.cnfig file in the pp-up windw. iv. Open the web.cnfig file with Ntepad. v. Find the cnnectinstring nde and specify a user that has access t the database that stres FBA security infrmatin. 4. Migratin Surce Permissins: These permissins must be manually cnfigured prir t using DcAve 6 erm Migratr; they are nt autmatically cnfigured. Read t EMC Dcumentum cntent 26
If the DcAve Agent is installed in the machine with the Dcumentum DFC Runtime Envirnment prgram installed, ensure the Agent accunt has the fllwing permissins: Full cntrl permissin t the installatin directry f the Dcumentum DFC Runtime Envirnment prgram. Add the Agent accunt t the lcal Administratrs grup. 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 Permissin fr DcAve Agent installatin directry Migratin Speed Cnsideratins Speed is a very imprtant factr when migrating cntent. T set expectatins fr hw lng yur migratin plans will take (in rder t better infrm stakehlders), the fllwing are sme key factrs that shuld be taken int cnsideratin prir t running yur migratin plans. Netwrk bandwidth between the tw SharePint envirnments SQL I/O and memry Memry n Web frnt-end servers Memry n the server hsting the DcAve Media service Number f CPUs n Web frnt-end servers Surce envirnment deplyment Number f bjects in surce 27
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. 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 28
Getting Started Refer t the sectins belw fr imprtant infrmatin n getting started with DcAve Migratin. Launching DcAve Migratr T launch Migratin and access its functinality, fllw the instructins belw: 1. 2. 3. Lg int DcAve. If yu are already in the sftware, click the DcAve tab. The DcAve tab displays all prduct suites n the left side f the windw. Click Migratin t view all f the Migratin mdules. Click yur desired migratin mdule t launch that mdule. *Nte: If desired, access the License Usage infrmatin fr Migratr prducts frm the Migratin landing page. Figure 1: DcAve mdule launch windw. 29
Abut Online Migratin Settings An Online Migratin jb migrates cntent, cnfiguratins, securities, and users frm a surce envirnment t a destinatin SharePint envirnment when a netwrk between the surce and destinatin is available. While it is theretically pssible t run an Online Migratin jb withut cnfiguring the settings described in the sectins belw, it is strngly recmmended that yu cnfigure these settings in rder t ensure apprpriate cntent management during migratin. See the sectins belw fr instructins n cnfiguring Online Migratin Settings fr different types f migratrs. 30
Creating Cntainers Cntainers are created in the destinatin prir t a migratin in rder t stre the migrated cntent. The cntainer can be a site cllectin, site, list, library, r flder, depending upn the migratin type selected. DcAve allws yu t create cntainers in SharePint withut leaving the DcAve interface, allwing yu t perfrm migratin tasks withut having t use SharePint t create all f the necessary cntainers in the destinatin. The fllwing is a supprted list f cntainer types that can be created n specific Migratr. Cntainer Type Site Cllectin Site List/Library Flder Migratr SharePint Migratin Livelink Migratin Ltus Ntes Migratin erm Migratin Quickr Migratin EMC Dcumentum Migratin SharePint Migratin Exchange Public Flder Migratin Livelink Migratin Ltus Ntes Migratin erm Migratin Quickr Migratin EMC Dcumentum Migratin File System Migratin SharePint Migratin Exchange Public Flder Migratin Livelink Migratin Ltus Ntes Migratin erm Migratin EMC Dcumentum Migratin File System Migratin SharePint Migratin Livelink Migratin Ltus Ntes Migratin erm Migratin EMC Dcumentum Migratin T create a cntainer, in the Destinatin pane, enter the name f a new cntainer in the available field, and then click Create Cntainer. The Create Cntainer interface will pp up. Depending n the cntainer type yu are creating, cnfigure the settings fr each type f cntainer as such: *Nte: When creating a flder, n settings need t be cnfigured, and clicking Create Cntainer at flder level will create a flder immediately. 31
Creating a Site Cllectin Cnfigure these settings in the Create Site Cllectin page: Title and Descriptin Enter the Title f the new site cllectin and a Descriptin fr future references. Template Selectin Select the desired language frm the Select a language drpdwn list. Then select a site template fr this new site cllectin. Click n a tab t access the templates listed in that categry, r click n the Custm tab and select Select Template Later t nt chse a template upn creatin. Primary Site Cllectin Administratr Enter the Username f the primary administratr fr this site cllectin. Then click t check whether the user is valid, r click t select peple and grups in a new page. Secndary Site Cllectin Administratr Enter the Username f the secndary administratr fr this site cllectin. Quta Template Select the strage quta template t apply t this site cllectin. Cntent Database Select the Cntent Database fr this site cllectin Click OK t create the new site cllectin, r click Cancel t clse the Create Cntainer interface. Creating a Site Cnfigure these settings in the Create Site page: Title and Descriptin Enter the Title f the new site and a Descriptin fr future references. Template Selectin Select the desired language frm the Select a language drpdwn list. Then select a site template fr this new site. Click n a tab t access the templates listed in that categry. Permissins Select Use unique permissins t allw a unique set f users access t this new site. Select Use same permissins as parent site t allw the same users wh can access the parent site access t this new site. Navigatin Select the Yes radi buttn if yu want a link t this site t appear in the Quick Launch and tp link bar f the parent site. Navigatin Inheritance Select Yes t use the tp link bar frm the parent site. Click OK t create the new site, r click Cancel t clse the Create Cntainer interface. 32
Creating a List/Library Cnfigure these settings in the Create List page: Object Type Chse whether yu wish t create a List r Library by selecting the crrespnding radi buttn. Categry Select the categry fr the new list r library. Navigatin Select Yes if yu want t display the library/list n the Quick Launch. Dcument Template (fr Library nly) Fr a new library, select a dcument template frm the drp-dwn list t determine the default fr all new files created in this dcument library. Dcument Versin Histry (fr Dcument Library, Frm Library) Select Yes t create a versin each time yu edit a file in this library. Picture Versin Histry (fr Picture Library nly) Select Yes t create a versin each time yu edit a file in this picture library. Data Cnnectin Versin Histry (fr Data Cnnectin Library nly) Select Yes t create a versin each time yu edit a file in this data cnnectin library. Item Versin Histry (fr Reprt Library and Asset Library) Select Yes t create a versin each time yu edit a file in this list. Click OK t create the new list r library, r click Cancel t clse the Create Cntainer interface. 33
Abut Exprt Lcatins (Offline Jbs Only) The Exprt Lcatin feature is a mandatry step fr exprting r imprting data in an ffline erm Migratr, Ltus Ntes Migratr, r Livelink Migratr jb. There are tw exprt lcatin mdes: Exprt Mde and Imprt Mde. Exprt Mde is used t set up an exprt lcatin where yu will stre ffline migratin data, while Imprt Mde migrates exprted data t the destinatin farm. T access Exprt Lcatin settings, fllw the steps belw. 1. Click Exprt r Imprt in the Plan Management grup n the ribbn t enter Exprt mde r Imprt mde. 2. Click Exprt Lcatin in the Settings grup n the ribbn; the Exprt Lcatin interface appears. Managing Exprt Lcatin In bth Exprt Mde and Imprt Mde in the Exprt Lcatin interface, all previusly-created exprt lcatins are displayed in the main display pane. In this interface, yu can change the number f exprt lcatins displayed per page and the rder in which they are displayed. T change the number f exprt lcatins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the exprt lcatins fr Exprt Mde, click n a clumn heading such as Exprt Lcatin Name, Agent, and Last Mdified Time. T srt the exprt lcatin fr Imprt Mde, click n a clumn heading such as Imprt Lcatin Name, Farm, and Last Mdified Time. Custmize hw these exprt lcatins displayed in a number f different ways: Search Allws yu t filter Exprt Lcatins displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Exprt Lcatin viewing pane, enter the keywrd fr the Exprt Lcatins yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the Exprt Lcatins in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the Exprt Lcatins in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click f the clumn yu want t hide, the clumn is hidden. This allws yu t filter Agent. Click f the clumn f Agent, and then check the checkbx next t the Agent name t have that Agent shwn. Perfrm the fllwing actins in the Exprt Lcatin interface: 34
Create Click Create n the ribbn t create a new exprt lcatin. Fr details n creating a new exprt lcatin, see Creating and Editing Exprt Lcatins. View Details Click View Details n the ribbn and yu will see the previusly cnfigured settings fr this exprt lcatin. Here yu can als click Edit n the ribbn t make changes t the exprt lcatin s settings. Yu will be brught t the Edit Exprt Lcatin page where yu can change the settings f this exprt lcatin. Edit Click Edit n the ribbn t change the cnfiguratins fr this exprt lcatin. Fr details n editing cnfiguratins fr an exprt lcatin, refer t Creating and Editing Exprt Lcatins. Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected exprt lcatins, r click Cancel t return t the Exprt Lcatin interface withut deleting the selected exprt lcatins. Creating and Editing Exprt Lcatins T create a new exprt lcatin, click Create n the ribbn. T mdify a previusly-cnfigured exprt lcatin, select the exprt lcatin, and then click Edit n the ribbn. Exprt Mde In the Create Exprt Lcatin fr Exprt Mde r Edit Exprt Lcatin fr Exprt Mde interface, cnfigure the fllwing settings: 1. 2. 3. Name and Descriptin Enter a Name fr the exprt lcatin that yu are abut t create. Then enter an ptinal Descriptin fr future reference. Agent and Path Cnfigure the fllwing settings t specify an exprt lcatin t stre the ffline migratin data. Agent Select yur desired DcAve Agent installed in the surce envirnment fr this exprt lcatin that yu are abut t create frm the drp-dwn list. UNC Path Enter a Universal Naming Cnventin (UNC) path as the lcatin where the exprted data will be stred in the UNC path text bx. Fr example, \\admin-pc\c$\data r \\admin-pc\shared flder Username and Passwrd Enter the username and passwrd that are available t the UNC path in the crrespnding text bxes. Then click Validatin Test and DcAve will test the path t make sure they are valid. Click OK t cmplete the cnfiguratin f the exprt lcatin fr Exprt Mde. 35
Imprt Mde In the Create Exprt Lcatin fr Imprt Mde r Edit Exprt Lcatin fr Imprt Mde interface, cnfigure the fllwing settings: 1. 2. 3. Name and Descriptin Enter a Name fr the exprt lcatin that yu are abut t create. Then enter an ptinal descriptin fr future reference. Farm and Path Cnfigure the fllwing settings t designate the exprt lcatin where t retrieve the exprted data and specify a farm where yu wish the exprted data t be migrated t. Farm Select yur desired destinatin farm which the exprted data will be imprted t frm the Farm drp-dwn list. UNC Path Enter the UNC path which has been cnfigured in Exprt Lcatin fr Exprt Mde and has stred the exprted data t get the data. Username and Passwrd Enter the username and passwrd that are available t the UNC path in the crrespnding text bxes. Then click Validatin Test and DcAve will test the path t make sure they are valid. Click OK t cmplete the cnfiguratin f the exprt lcatin fr Imprt Mde. 36
Cnfiguring Migratin Databases In rder t use erm Migratr, Livelink Migratr, Quickr Migratr, r Ltus Ntes Migratr, yu must cnfigure a dedicated migratin database t stre links and detailed jb infrmatin in SQL fr every farm that will be using these migratrs. Cnfiguring a migratin database is nt mandatry fr File System /Exchange Public Flder/SharePint/EMC Dcumentum Migratrs unless yu want t stre detailed jb infrmatin such as the status and type f the jb, the user wh run the jb, the start and end time f the jb, plan infrmatin, agent infrmatin, etc. Nte that the versin f SQL Server required t create a migratin database must be SQL Server 2005 SP1 r higher. 1. On the Hme tab, in the Settings grup, click Migratin Database. The Migratin Database page appears. 2. Select the farm that will be using at least ne f these migratrs (erm, Livelink, Ltus Ntes, r Quickr). Each farm using migratrs (erm, Livelink, Ltus Ntes, r Quickr) requires the fllwing steps. 3. Click Cnfigure in the Edit clumn. The Cnfigure page appears. 4. Cnfigure the fllwing settings fr the database that will stre migratin jb data: a. a. b. Cnfigure Migratin Database Specify a migratin database. Enter a new Database Server and a Database Name in the crrespnding fields. Authenticatin Select the authenticatin mde fr the migratin database. If yu select SQL authenticatin, the necessary infrmatin must be specified in the Accunt and Passwrd fields. Yu can als validate the SQL database accunt by clicking Validatin Test. Failver Database Server (ptinal) Specify a failver database server. In the event that the specified migratin database cllapses, the data stred in the Migratin database can be transferred t this standby database. Alternatively, yu can specify a Migratin Database in the Advanced settings by entering a cnnectin string instead f cnfiguring the settings in Step 3. Click Advanced; the Cnnectin String sectin appears. Check 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. Fr mre infrmatin abut hw t cnfigure the cnnectin string, refer t Micrsft SQL Server Help Dcument. 5. Click OK t finish and save the cnfiguratin, r click Cancel t return t the Migratin Database page withut saving any cnfiguratins. 37
File System Migratins Migrate the files r flders frm a Windws-based file system r netwrked file share t Micrsft SharePint 2010, SharePint 2013, r SharePint Online. Refer t the sectins belw t use File System Migratr. Pre-migratin Cnfiguratins T use File System Migratr, first cnfigure the cnnectin s that the DcAve Agents can cnnect t the file system servers, which allws the File System Migratr t functin. Frm the Migratr Hme tab, click Cnfigure Cnnectin n the ribbn. The File System Cnnectin interface appears. Managing File System Cnnectins A file system cnnectin cnnects a DcAve Agent t yur file system server. In rder t wrk prperly, the DcAve Agent must be installed n the file system server that cntains the cntents yu wish t migrate t SharePint. Created cnnectins are displayed n the surce pane, shwing the cntents fr the file system migratin jb. The File System Cnnectin interface displays any file system cnnectins that yu have previusly created. In this interface, yu can change the number f file system cnnectins displayed per page and the rder in which they are displayed. T change the number f file system cnnectins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the file system cnnectins, click n a clumn heading such as Name, Agent and Last Mdified Time. Yu can custmize hw these cnnectins are displayed in a number f different ways: Search Allws yu t filter the file system cnnectins by the keywrd yu enter. The keywrd must be cntained in a clumn value. At the tp f the File System Cnnectin viewing pane, enter the keywrd fr the file system cnnectins yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the cnnectins in all f the pages whse names and descriptins cntain the keywrds will be displayed, while Search current page means that nly the cnnectins in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click f the clumn yu want t hide, the clumn is hidden. This allws yu t filter the Agent. Click n the Agent clumn, and then check the checkbx next t the Agent name t have that Agent shwn. Perfrm the fllwing actins in the File System Cnnectin interface: 38
Click Create n the ribbn t create a new file system cnnectin. Fr details n creating a new file system cnnectin, see Creating and Editing File System Cnnectins. Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this file system cnnectin. Here yu can als click Edit n the ribbn t make changes t the file system cnnectin s settings. Yu will be brught t the Edit File System Cnnectin page where yu can change the settings f this file system cnnectin. Click Edit n the ribbn t change the cnfiguratins fr this file system cnnectin. Fr details n editing cnfiguratins fr a file system cnnectin, see Creating and Editing File System Cnnectins. Click Delete n the ribbn. A cnfirmatin windw appears. Click OK t delete the selected file system cnnectins, r click Cancel t return t the file system cnnectin interface withut deleting the selected file system cnnectins. Creating and Editing File System Cnnectins T create a new file system cnnectin, click Create n the ribbn. T mdify a previusly-cnfigured file system cnnectin, select the file system cnnectin, and then click Edit n the ribbn. In the Create File System Cnnectin r Edit File System Cnnectin interface, cnfigure the fllwing settings: File System Cnnectin Name Enter a Name fr the file system cnnectin. Then enter an ptinal Descriptin fr this file system cnnectin fr future reference. Cnnectin Cnfigure the fllwing settings t cnnect the file system server t the DcAve Agent. Agent Select an Agent where yu wish the file system server t cnnect frm the drp-dwn menu. UNC path Enter the UNC Path in the fllwing frmat: \\admin-pc\c$\data r \\admin-pc\shared flder Username and Passwrd Enter a Username and crrespnding Passwrd fr accessing the file system server. Click Validatin Test t verify whether the cnnectin is available. Click OK t save the cnfiguratins and return t the File System Cnnectin interface, r click Cancel t return t the File System Cnnectin interface withut saving any changes. 39
Cnfiguring a File System Migratin Abut Filter Plicies The Filter Plicy allws yu t set up filter rules s that yu can cntrl what bjects are t be migrated t the SharePint destinatin, allwing yu t target cntent mre precisely. By setting up and saving filter plicies, yu can apply the same filter plicy t different file system migratin plans withut having t recreate them each time. T access the Filter Plicy interface, click Prfile Settings n the Migratr Hme tab. On the Prfile Settings page, click Filter Plicy n the ribbn. The Filter Plicy interface displays any filter plicies that yu have previusly created in the main display pane. In this interface, yu can change the number f filter plicies displayed per page and the rder in which they are displayed. T change the number f filter plicies displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the filter plicies, click n a clumn heading such as Filter Plicy Name, and Descriptin. Custmize hw these filter plicies are displayed in a number f different ways: Search Allws yu t filter previusly-created filter plicies displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the filter plicies viewing pane, enter the keywrd fr the filter plicies yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the filter plicies in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the filter plicies in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click f the clumn yu want t hide, the clumn is hidden. Perfrm the fllwing actins in the Filter Plicy interface: Click Create n the ribbn t create a new filter plicy. Fr detailed n creating a new filter plicy, see Creating Filter Plicies. Click Edit n the ribbn t change the cnfiguratins fr the selected filter plicy. Fr details n editing cnfiguratins fr filter plicies, see Creating Filter Plicies. 40 Click View n the ribbn t view the cnfiguratins f the selected filter plicy. T make changes t this filter plicy, click Edit n the ribbn f the View Details f Filter Plicy interface, and then yu are brught t the Edit Filter Plicy interface t edit the
cnfiguratins f this filter plicy. Fr details n editing cnfiguratins fr filter plicy, see Creating Filter Plicies. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected filter plicies, r click Cancel t return t the filter plicy interface withut deleting the selected filter plicies. Creating Filter Plicies T create a new filter plicy, click Create n the ribbn. T mdify a previusly-cnfigured filter plicy, select the filter plicy, and then click Edit n the ribbn. In the Create Filter Plicy r Edit Filter Plicy interface, cnfigure the fllwing settings: 1. 2. 3. Name Enter the name fr the filter plicy that yu are creating, r rename the selected filter plicy that yu are editing. Descriptin (ptinal) Enter a descriptin fr this filter plicy. Filter Rule A filter rule allws yu t filter the files r flders 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 Flder r File frm the Filter Level Grup drp-dwn menu, and then click Add a Filter Level Grup t add a filter rule. A basic filter rule in the selected filter level grup is displayed in the cnfiguratin field. Name is the default rule, and Cntains is the default cnditin. b. c. d. Click Name t change the rule frm the drp-dwn menu, and then specify the crrespnding cnditin and value. Fr mre detailed rule settings fr each level yu can chse, see the table listed at the end f this sectin. Enter the Value accrding t the specific filter rule and filter cnditin. Repeat steps a, b, and c t add mre filter rules. 4. There are tw lgic settings: And and Or. By default, the lgic is set t be And. It can be changed t Or by clicking And. And The cntent that meets all the criteria will be filtered t be included. Or The cntent that meets any ne f the criteria will be filtered t be included. Click OK t save the cnfiguratins and return t the Filter Plicy interface, r click Cancel t return t the Filter Plicy interface withut saving any changes. Fr mre detailed infrmatin abut Filter Plicies, refer t Examples f File System Migratin Filter Plicies. 41
Examples f File System Migratin Filter Plicies The fllwing table prvides the detailed infrmatin n the cmpnents and usages f File System Migratr filter plicies. *Nte: All f the text bxes are nt case sensitive, and d nt supprt wildcards. Filter Rule Cnditin Value Example Level Flder Name Cntains abc The flder whse name cntains abc is included. Fr example: abcdef,r abc Des Nt Cntain abc The flder whse name des nt cntain abc is included. Fr example: 123, r bc. Equals type The flder whse name is type is included. Des Nt Equal type The flder whse name is nt type is included. Created Time Mdified Time Befre 2012-10-01 06:00 at Central Time (US & Canada) After 2012-07-31 06:00 at Central Time (US & Canada) The flder that was created befre 2012-10- 01 06:00 at Central Time (US & Canada) is included. The flder that was created after 2012-07- 31 06:00 at Central Time (US & Canada) is included. Within Day(s)/Week(s)/Mnth(s) 3 Days The flder which was created within 3 days is included. Older Than Day(s)/Week(s)/Mnth(s) Befre 2012-10-01 06:00 at Central Time (US & Canada) 3 Days The flder whse created time was lder than 3 days is included. The flder that was last mdified befre 2012-10-01 06:00 at Central Time (US & Canada) is included. After 2012-07-31 06:00 at Central Time (US & Canada) The flder that was last mdified after 2012-07- 31 06:00 at Central Time (US & Canada) is included. Within 3 Days The flder that was last 42
Filter Level Rule Cnditin Value Example Last Accessed Time mdified within 3 days is included. Older Than 3 Days The flder whse last mdified time was lder than 3 days is included. Befre 2012-10-01 06:00 at Central Time (US & Canada) After 2012-07-31 06:00 at Central Time (US & Canada) The flder that was last accessed befre 2012-10-01 06:00 at Central Time (US & Canada) is included. The flder that was last accessed after 2012-07- 31 06:00 at Central Time (US & Canada) is included. Within Day(s)/Week(s)/Mnth(s) 3 Days The flder that was last accessed within 3 days is included. Older Than Day(s)/Week(s)/Mnth(s) File Name Cntains (wildcards are unsupprted) Des Nt Cntain (wildcards are unsupprted) 3 Days The flder whse last accessed time was lder than 3 days is included. abc abc The file whse name cntains abc is included. Fr example: abcdef.dcx, r abc.xlsx. The file whse name des nt cntain abc is included. Fr example: 123.png, r bc.dcx. Equals type The file whse name is type is included. Des Nt Equal type The file whse name is nt type is included. Type Cntains dc The file whse extensin name cntains the dc is included. Fr example: abc.dc, r abcd.dcx Des Nt Cntain dcx The file whse extensin name des nt cntain the dc is included. Fr example: abc.gif, r abcd.dc Equals dcx The file whse extensin name is dcx is included. 43
Filter Level 44 Rule Cnditin Value Example Fr example: abc.dcx Des Nt Equal dcx The file whse extensin name is nt dcx is included. Fr example: abc.dc Size >= KB/MB/GB 10 KB The file whse size is nt smaller than 10 KB is included. Fr example: a file whse size is 15KB. <= KB/MB/GB 10 KB The file whse size is nt larger than 10 KB is included. Fr example: a file whse size is 5 KB. Metadata: Text Metadata: Number Manually enter the Metadata Name. Using this cnditin if yu want t filter the file accrding t its metadata value. This cnditin supprts all the metadata types except Number, Yes/N, Data and Time types. Manually enter the Metadata Name. This cnditin nly supprts the Number metadata type. Cntains apple The file that has this specified metadata and the specified metadata value cntains apple, is included. Des Nt Cntain apple The file that has this specified metadata and the specified metadata value des nt cntain apple, is included. Equals apple The file that has this specified metadata and the specified metadata value is apple, is included. Des Nt Equal apple The file that has this specified metadata and the specified metadata value is nt apple, is included. >= 10 The file that has the specified metadata, and this specified metadata value is larger than 10 r equals t 10 is included. <= 10 The file that has the specified metadata, and this specified metadata value is smaller than 10 r equals t 10 is
Filter Level Rule Cnditin Value Example Metadata: Yes/N Metadata: Date and Time Created Time Manually enter the Metadata Name. This cnditin nly supprts the Yes/N metadata type. Manually enter the Metadata Name. This cnditin nly supprts the Date and Time metadata type. included. = 10 The file that has the specified metadata, and this specified metadata value equals t 10 is included. Is Exactly Yes The file that has the specified metadata, and this specified metadata value is exactly Yes is included. Befre 2012-08-06 09:00 at Pacific Time (US & Canada) After 2012-08-06 09:00 at Pacific Time (US & Canada) Within Day(s)/Week(s)/M nth(s) Older Than Day(s)/Week(s)/M nth(s)/year(s) Befre 2012-10-01 06:00 at Central Time (US & Canada) The file that has the specific metadata, and this specific metadata value is befre 2012-08- 06 09:00 at Pacific Time (US & Canada) is included. The file that has the specific metadata, and this specific metadata value is after 2012-08-06 09:00 at Pacific Time (US & Canada) is included. 3 Weeks The file that has the specific metadata, and this specific metadata value is within 3 Weeks is included. 3 Weeks The file that has the specific metadata, and this specific metadata value is lder than 3 Weeks is included. The file that was created befre 2012-10-01 06:00 at Central Time (US & Canada) is included. After 2012-07-31 06:00 at Central Time (US & Canada) The file that was created after 2012-07-31 06:00 at Central Time (US & Canada) is included. Within 3 Days The file that was created 45
Filter Level 46 Rule Cnditin Value Example Mdified Time Last Accessed Time PDF: Applicatin within 3 days is included. Older Than 3 Days The file whse created time was lder than 3 days is included. Befre 2012-10-01 06:00 at Central Time (US & Canada) After 2012-07-31 06:00 at Central Time (US & Canada) The file that was last mdified befre 2012-10-01 06:00 at Central Time (US & Canada) is included. The file that was last mdified after 2012-07- 31 06:00 at Central Time (US & Canada) is included. Within 3 Days The file that was last mdified within 3 days is included. Older Than 3 Days The file whse last mdified time was lder than 3 days is included. Befre 2012-10-01 06:00 at Central Time (US & Canada) After 2012-07-31 06:00 at Central Time (US & Canada) The file that was last accessed befre 2012-10-01 06:00 at Central Time (US & Canada) is included. The file that was last accessed after 2012-07- 31 06:00 at Central Time (US & Canada) is included. Within 3 Days The file that was last accessed within 3 days is included. Older Than 3 Days The file whse last accessed time was lder than 3 days is included. Cntains abc The PDF whse Applicatin prperty value cntains abc is included. Des Nt Cntain abc The PDF whse Applicatin prperty value des nt cntain abc is included.
Filter Level Rule Cnditin Value Example PDF: Authr PDF: Date Created PDF: Date Mdified Equals abc The PDF whse Applicatin prperty value equals t be abc is included. Des Nt Equal abc The PDF whse Applicatin prperty value des nt equal abc is included. Cntains AvePint The PDF whse authr cntains AvePint is included. Fr example: AvePint.cm Des Nt Cntain AvePint The PDF whse authr des nt cntain AvePint is included. Fr example: DcAve Equals AvePint The PDF whse authr equals t be AvePint is included. Des Nt Equal AvePint The PDF whse authr des nt equal t Befre 2012-10-01 06:00 at Central Time (US & Canada) After 2012-07-31 06:00 at Central Time (US & Canada) AvePint is included. The PDF that was created befre 2012-10- 01 06:00 at Central Time (US & Canada) is included. The PDF that was created after 2012-07- 31 06:00 at Central Time (US & Canada) is included. Within 3 Days The PDF that was created within 3 days is included. Older Than 3 Days The PDF whse created time was lder than 3 days is included. Befre 2012-07-31 06:00 at Central Time (US & Canada) The PDF that was last mdified befre 2012-07-31 06:00 at Central Time (US & Canada) is included. After 2012-07-31 The PDF that was last 47
Filter Level 48 Rule Cnditin Value Example PDF: Keywrds PDF: PDF Prducer PDF: PDF Versin 06:00 at Central Time (US & Canada) mdified after 2012-07- 31 06:00 at Central Time (US & Canada) is included. Within 3 Days The PDF that was last mdified within 3 days is included. Older Than 3 Days The PDF whse last mdified time was lder than 3 days is included. Cntains AvePint The PDF whse keywrds cntain AvePint is included. Des Nt Cntain AvePint The PDF whse keywrds d nt cntain AvePint is included. Equals AvePint The PDF whse keywrd equals t be AvePint is included. Des Nt Equal AvePint The PDF whse keywrd des nt equal t be AvePint is included. Cntains Adbe The PDF whse prducer cntains Adbe is included. Fr example: the PDF whse prducer is Adbe Library is filtered t be included. Des Nt Cntain Adbe The PDF whse prducer des nt cntain Adbe is included. Fr example: the PDF whse prducer is HT is filtered t be included. Equals Adbe The PDF whse prducer equals t be Adbe is included. Des Nt Equal Adbe The PDF whse prducer des nt equal t be Adbe is included. >= 3.5 The PDF whse versin is larger than 3.5 r equals t be 3.5 is
Filter Level Rule Cnditin Value Example PDF: PDF Web View PDF: Subject included. <= 3.5 The PDF whse versin is smaller than 3.5 r equals t be 3.5 is included. = 3.5 The PDF whse versin equals t be 3.5 is included. Is Exactly (Yes/N) Yes The PDF whse web view is exactly Yes is included. Cntains Migratin The PDF whse subject cntains Migratin is included. Des Nt Cntain Migratin The PDF whse subject des nt cntain Migratin is included. Equals Migratin The PDF whse subject equals t be Migratin is included. Des Nt Equal Migratin The PDF whse subject des nt equal t be Migratin is included. PDF: Title Cntains Migratin The PDF whse title cntains Migratin is included. Des Nt Cntain Migratin The PDF whse title des nt cntain Migratin is included. Equals Migratin The PDF whse title equals t be Migratin is included. Des Nt Equal Migratin The PDF whse title des nt equal t be Migratin is included. 49
Abut Mapping Settings Befre perfrming a file system migratin jb, yu may want t define ptinal Dmain Mapping, User Mapping, Grup Mapping, Permissin Mapping, and Dynamic Mapping settings. Default mapping settings are prvided in the event that yu d nt want t custmize the mappings. Refer t the fllwing sectins t decide whether t cnfigure the mapping settings, and learn hw t cnfigure the mapping settings. Dmain Mapping If there are users with the same name but with different dmains in the surce and destinatin respectively, yu can map a surce dmain name t a SharePint dmain name in the destinatin by using dmain mapping. During migratin, Migratr will change the surce dmain name t yur specified dmain name in the destinatin nde. Fr example, the surce user summer\user1 can be mapped t SharePint dmain user may\user1 thrugh dmain mapping. *Nte: File System Migratin Dmain Mapping des nt wrk n Active Directry Grups in SharePint Online site cllectins. 1. 2. 3. T access Dmain Mapping, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Mappings n the ribbn, and then select Dmain Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new dmain mapping rule. Fr specific instructins n setting up dmain mapping, refer t the Cntrl Panel Reference Guide. User Mapping User mapping enables yu t map an existing surce nde username t an existing SharePint user name in the destinatin. During migratin, Migratr will replace the surce username with the specified username in the destinatin nde. 1. 2. 3. T access Dmain Mapping, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Mappings n the ribbn, and then select User Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new user mapping rule. *Nte: If yu cnfigure the user mapping t map the user f Mdified by t a destinatin SharePint user, make sure that yu enter the user s display name in the text bx f Surce Username clumn. 50
Fr specific instructins n setting up user mapping, refer t the Cntrl Panel Reference Guide. 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. 1. 2. 3. T access Grup Mapping, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Mappings n the ribbn, and then select Grup Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new grup mapping rule. Fr specific instructins n setting up user mapping, refer t the Cntrl Panel Reference Guide. Abut 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 yur specified permissin name in the destinatin nde. File System Migratin prvides yu a Default Permissin Mapping rule t migrate the file system permissins t the SharePint permissins, which is cntained as default permissin mapping rule in the default main prfile, when running a quick mde jb. *Nte: If yu have cnfigured bth user mapping and permissin mapping in the Mapping Optins prfile with Merge as the Cntainer level cnflict reslutin and New Versin as the Cntent level cnflict reslutin, the surce user s mapping permissins in SharePint will be merged with the mapped destinatin user s permissins. *Nte: If yu cnfigure the permissin mapping prfile in the Details f permissin entry mde and a user in file system has multiple detailed file system permissins mapped t SharePint, the user mapped t SharePint will nly be granted the highest SharePint permissins. Fr example, if a user has Read Attributes and Write Attributes permissins in the file system (the Read Attributes permissin in file system is mapped t the Read permissin in SharePint; the Write Attributes permissin in file system is mapped t the Cntribute permissin in SharePint), the user mapped t the SharePint destinatin will have Cntribute permissin nly. 1. 2. T access Permissin Mapping, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Mappings n the ribbn, and then select Permissin Mapping frm the drp-dwn menu. The Permissin Mapping interface appears. The Permissin Mapping interface displays all previusly-cnfigured permissin mappings. In this interface, yu can change the number f permissin mappings displayed per page and the rder in which they are displayed. T change the number f permissin mappings displayed per page, select 51
the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the permissin mappings, click n a clumn heading such as Permissin Mapping Name, and Descriptin. Custmize hw these permissin mappings are displayed in a number f different ways: Search Allws yu t filter permissin mappings displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Permissin Mapping viewing pane, enter the keywrd fr the permissin mappings yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the permissin mappings in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the permissin mappings in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Yu may perfrm the fllwing actins t a permissin mapping: Click Create n the ribbn t create a new permissin mapping rule. Fr detailed n creating a new permissin mapping, see Creating and Editing Permissin Mappings. Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this permissin mapping. Here yu can als click Edit n the ribbn t make changes t the permissin mapping s settings. Yu will be brught t the Edit Permissin Mapping page where yu can change this permissin mapping. Click Edit n the ribbn t change the cnfiguratin f this permissin mapping. Fr details n editing permissin mapping, see Creating and Editing Permissin Mappings. 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 interface withut deleting the selected permissin mappings. Creating and Editing Permissin Mappings T create a new permissin mapping, click Create n the ribbn. T edit a previusly-cnfigured permissin mapping, select the permissin mapping and then click Edit n the ribbn. In the Create r Edit Permissin Mapping interface, cnfigure the fllwing settings: 1. Permissin Mapping Name Enter a Permissin Mapping Name fr the permissin mapping that yu are abut t create r edit. Then enter an ptinal Descriptin fr this permissin mapping fr future reference. 52
2. Permissin Mapping Allws yu t set up the mapping f file system permissins t SharePint permissins. It prvides yu tw mdes f the permissin mapping. The Permissin Entry Mde enables yu t cnfigure the mappings f five file system permissin levels t SharePint Permissin Levels. The Details f the Permissin Entry Mde enables yu t cnfigure the detailed permissin mappings frm file system t SharePint Permissin Levels. T map the file system permissin t SharePint, yu can chse the default SharePint Permissin Levels, r previusly-created SharePint Permissin Levels, r yu can directly create a new SharePint Permissin Level by clicking New SharePint Permissin Level frm the drp-dwn menu. Fr mre infrmatin n creating a new SharePint Permissin Level, refer t Creating SharePint Permissin Levels sectin belw. 3. Click OK t save the cnfiguratins and return t the Permissin Mapping interface, r click Cancel t return t Permissin Mapping interface withut saving any changes. Abut SharePint Permissin Levels Yu can manage SharePint permissin levels by creating a new SharePint permissin level, viewing details f a previusly-cnfigured SharePint permissin level, editing a previusly-cnfigured SharePint permissin level, r deleting a previusly-cnfigured SharePint permissin level. T access Manage SharePint Permissin Level interface, click Prfile Settings n the Hme tab > Mappings > Permissin Mapping > Manage SharePint Permissin Level. The Manage SharePint Permissin Level interface appears, and yu will see a list f prvided r previusly-cnfigured SharePint permissin levels. In this interface, yu can change the number f SharePint Permissin Levels displayed per page and the rder in which they are displayed. T change the number f SharePint Permissin Levels displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the SharePint Permissin Levels, click n a clumn heading such as SharePint Permissin Level Name, and Descriptin. Custmize hw these SharePint permissin levels are displayed in a number f different ways: Search Allws yu t filter SharePint Permissin Levels displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the SharePint Permissin Level viewing pane, enter the keywrd fr the SharePint Permissin Levels yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the SharePint Permissin Levels in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the SharePint Permissin Levels in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. 53
This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Perfrm the fllwing actins in the Manage SharePint Permissin Level page. Click Create n the ribbn t create a new SharePint Permissin Level. Fr detailed instructins n creating a new SharePint Permissin Level, see Creating SharePint Permissin Levels. Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this SharePint Permissin Level. Here yu can als click Edit n the ribbn t make changes t the SharePint Permissin Level s settings. Yu will be brught t the Edit SharePint Permissin Level page where yu can change its settings. Click Edit n the ribbn t change the cnfiguratins fr this SharePint Permissin Level. Nte that the pre-defined SharePint Permissin levels including Cntribute, Design, Full Cntrl, Read, and View Only, are nt editable. Fr details n editing cnfiguratins fr a SharePint Permissin Level, see Creating SharePint Permissin Levels. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected SharePint Permissin Levels, r click Cancel t return t the Manage SharePint Permissin Level interface withut deleting the selected SharePint Permissin Levels. Nte that the pre-defined SharePint Permissin levels including Cntribute, Design, Full Cntrl, Read, and View Only cannt be deleted. Creating SharePint Permissin Levels T create a new SharePint permissin level, click Create n the ribbn. T mdify a previuslycnfigured custmized SharePint permissin level, select the SharePint Permissin Level, and then click Edit n the ribbn. In the Create SharePint Permissin Level r Edit SharePint Permissin Level interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Name fr this permissin level that yu are abut t create r edit. Then enter an ptinal Descriptin fr future references. 2. Permissins Chse which permissins t include in this permissin level. Yu can select specified permissins f List Permissins, Site Permissins, and Persnal Permissins by checking the checkbx befre a specified permissin. Check the Select All checkbx t select r clear all permissins. 3. Click OK t save the cnfiguratins and return t the Manage SharePint Permissin Level interface, r click Cancel t return t the Manage SharePint Permissin Level interface withut saving any changes. 54
Abut Dynamic Rules Dynamic rules map file prperties t SharePint metadata using DLL files custmized in C#. If yu have used a Dynamic Rule in a prfile and the Prperty Mapping settings yu cnfigured are cnflicting with the specified dynamic rule, the dynamic rule will take effect with the crrespnding prperty mapping settings disabled. If yu have selected the Cnfigure the metadata file myself ptin r Use existing metadata file ptin in the plan settings, the dynamic rules yu cnfigured will nt take effect. *Nte: yu must cnfigure dynamic rules t map Date Created prperty, the Date Mdified prperty, the Last Saved by prperty, r the Owner prperty frm the file system t SharePint. T create a Dynamic Rule, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Dynamic Rule n the ribbn. In the Dynamic Rule interface, yu will see a list f previusly-cnfigured dynamic rules. In this interface, yu can change the number f dynamic rules displayed per page and the rder in which they are displayed. T change the number f dynamic rules displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the dynamic rules, click n a clumn heading such as Name, Descriptin, DLL File Name, and Last Mdified Time. Custmize hw these dynamic rules are displayed in a number f different ways: Search Filters dynamic rules displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Dynamic Rule viewing pane, enter the keywrd fr the dynamic rules yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the dynamic rules in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the dynamic rules in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Filters which item in the list is displayed. Unlike Search, yu can filter whichever item yu want, rather than search based n a keywrd. Click the f the clumn yu want t filter, then select the checkbx next t the item name t have that item shwn in the list. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Yu may perfrm the fllwing actins t a Dynamic Rule: Click Create n the ribbn t create a dynamic rule. Fr detailed infrmatin n creating a new dynamic rule, see Cnfiguring a Dynamic Rule. 55
Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this dynamic rule. Here yu can als click Edit n the ribbn t make changes t the dynamic rule s settings. Yu will be brught t the Edit Dynamic Mapping page where yu can change this dynamic rule. Click Edit n the ribbn t change the cnfiguratin f this dynamic rule. Fr details n editing dynamic rule, see Cnfiguring a Dynamic Rule. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that e yu want t prceed with the deletin. Click OK t delete the selected dynamic rules, r click Cancel t return t the dynamic rule withut deleting the selected dynamic rules. Cnfiguring a Dynamic Rule T create a new dynamic rule, click Create n the ribbn. T edit a previusly-cnfigured dynamic rule, select the dynamic rule and then click Edit n the ribbn. In the Create Dynamic Rule interface r Edit Dynamic Rule interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Dynamic Rule Name fr the dynamic rule that yu are abut t create r edit. Then enter an ptinal descriptin fr this dynamic rule fr future reference. 2. Dynamic Rule Brwse a DLL file custmized in C# frm the lcal path. 3. Use the DLL file t cnfigure yur wn mapping. Click Brwse, select the specified DLL file, and then click Open. 4. Click OK t save the cnfiguratin and return t the Dynamic Rule interface. Click Cancel t return t the Dynamic Rule interface withut saving any cnfiguratin r changes. Setting Up File System Migratin Prfiles The File System Migratin prfile is required in rder t perfrm a migratin jb; it allws yu t specify and define numerus settings fr the Migratin jbs including Migratin Optins, Filter Optins, Mapping Optins, and Advanced Optins. File System Migratr prvides yu a default main prfile with the basic and recmmended settings cnfigured. Fllw the instructins belw t create an Online Migratin Prfile. 1. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. 2. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. 3. Enter a prfile name in the pp-up windw and click OK. 4. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins Sub-Prfile frm the drp-dwn menu. Fr details abut this sectin, refer t Migratin Optins. 5. Select the Filter Optins frm the left-hand pane and select a previusly-cnfigured Filter Plicy frm the drp-dwn menu. Or click New Filter Plicy frm the drp-dwn menu t create a new filter plicy. Fr details n creating a filter plicy, refer t Creating Filter Plicies. 56
6. Select the Mapping Optins frm the left-hand pane. Select a previusly-cnfigured Mapping Optins Sub-Prfile frm the drp-dwn menu. Fr details abut this sectin, refer t Mapping Optins. 7. Select the Advanced Optins frm the left-hand pane and cnfigure the Character Length Settings and the Illegal Character Replacement Settings. Fr details abut this sectin, refer t Advanced Optins. 8. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace existing prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Migratin Optins Migratin Optins allw yu t cnfigure what securities can be migrated and t chse whether t keep the surce flder structure. Set up a Migratin Optins Sub-Prfile by the fllwing steps. 1. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. 2. Click Migratin Optins n the left-hand pane, and frm the Prfile Settings tab, under the Subprfile grup, click Edit Sub-prfile t make the Migratin Optins field active. 3. Frm the Prfile Settings tab, under the Prfile/Sub-prfile Management grup, click New. 4. Enter a sub-prfile name in the pp-up windw and click OK. 5. Cnfigure Flder Structure Management, which allws yu t chse whether r nt t cllapse flder structure f the migrated cntent. Cllapse all the flder structure Migrates all the files within the surce structured flders t the same destinatin lcatin by breaking the structures. Uncheck the Create tpe level flder n destinatin checkbx as it is selected by default, and then check the Cllapse all the flder structure checkbx. Yu can chse whether r nt t recrd the surce path f the flder r file by adding a clumn in the destinatin. Check the Add a clumn t keep the surce path checkbx, and use the default prvided clumn name DcAve Surce Path r rename a new clumn name. Nte that if yu migrate mre than 2000 items at ne time t a destinatin, SharePint perfrmance might be affected. Create tp level flder n destinatin Creates the tp level flders f file system surce in SharePint after migratin. By default the Create tp level flder n destinatin checkbx is checked. Befre yu check the Create tp level flder n destinatin checkbx, yu must uncheck the Cllapse all the flder structure checkbx at first. If yu leave bth f the tw ptins unchecked, the surce cntent will be migrated t SharePint withut the tp level flders, but preserving the surce flder structure under the tp level flder. Security Optins Migrates the security and inheritance f the flder and file frm file system t SharePint. The security ptins are affected by the selectin f the Flder Structure Management. 57
Nte that if yu have selected Cllapse all the flder structure, the Migrate the security and inheritance fr the flder checkbx will be grayed ut. 6. Click Save t save the sub-prfile. Alternatively, click Save as and enter a sub-prfile name t save it as anther prfile. Select Save and replace existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Click Discard Changes t clear all the mdificatins having been made t the current prfile. Mapping Optins Mapping Optins allw yu t set up the Prperty Mapping, the Cntent Type Mapping, the Security Mapping, and the Dynamic Mapping Rule in a centralized interface. The Default Mapping sub-prfile cntains Prperty Mapping and Permissin Mapping default cnfiguratins. Set up a Mapping Optins Sub-Prfile by the fllwing steps. 1. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. 2. Click Mapping Optins n the left-hand pane, and frm the Prfile Settings tab, under the Subprfile grup, click Edit Sub-prfile t make the Mapping Optins field active. 3. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. 4. Enter a sub-prfile name in the pp-up windw and click OK. 5. Cnfigure the Prperty Mapping, which allws yu t mdify file system mapping prperties t SharePint metadata. The default mappings are recmmended. *Nte: If yu want t cnfigure the metadata file yurself and generate the Excel file, yu must make sure that the prperty mapping rules have been prperly cnfigured in the selected prfile, because the clumn in the generated Excel file will be migrated t SharePint as metadata. If there are n apprpriate prperty mapping rules cnfigured fr the specified file system prperty, the clumn cannt be created in the Excel file. Hwever, if yu use existing metadata file when yu run the migratin jb, the prperty mapping will run accrding t the existing Excel file regardless f Prperty Mapping settings. T cnfigure the prperty mapping rule, fllw the steps belw: a. b. At the tp f the Prperty Mapping viewing pane, enter the keywrds int the Search fr File System prperty text bx t display the File System Prperties that cntain the keywrds yu entered. Click t nly display the prperty mapping rws which cntain the keywrds yu designate. Nte that the search functin is nt case sensitive. In the Prperty Mapping list, specify a prperty mapping rw, and click the text bx in SharePint Prperty clumn. Clear the text bx, and then enter the name fr the SharePint Prperty as yu wish. Next, click in each rw f Clumn Type t lad the drp-dwn menu, and specify the apprpriate clumn type fr the crrespnding prperty mapping. If the clumn type des nt match, the value will fail t be mapped. 58
*Nte: The Lkup clumn type requires yu t cnfigure the clumn settings. Yu are required t enter the list/library name which yu want t get infrmatin frm, 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 specify whether t allw multiple values, and designate the separatr. The Managed Metadata clumn type requires yu t specify the term set path, and chse whether t allw multiple values in this clumn. Fllw the example in the Term Set Path text bx: System stands fr the grup name; ; is the separatr; Keywrds refers t the Term Set name. 6. Cnfigure the Cntent Type Mapping, which allws yu t match the cntent types f flders r files in the surce t SharePint cntent types. File Level Click Add a Custm Metadata t designate a specific cntent type fr the file. Enter the wildcard character and extensin name (such as *.txt, dc.*, *.*; the character is nt case sensitive) int the text bx, and then select a prper cntent type frm the drp-dwn menu f Cntent Type clumn, r enter a cntent type that has existed in SharePint. Yu are able t delete previusly-created metadata mappings thrugh clicking Delete the Selected Custm Metadata(s). The cntent types yu can select frm the drp-dwn menu include Dcument, Frm, Wiki Page, Picture, Office Data Cnnectin File, Universal Data Cnnectin File, and Reprt. Flder Level Click Add a Custm Metadata t designate a specific cntent type fr the flder. Enter the keywrds f the flders name int the text bx (such as *tem, *, and tem*), and then select a prper cntent type frm the drp-dwn menu f Cntent Type clumn, r enter a cntent type that has existed in SharePint. Yu are able t delete previusly-created metadata mappings thrugh clicking Delete the Selected Custm Metadata(s). The Cntent Types yu can select frm the drp-dwn menu are Discussin, Flder, and Summary Task. Make sure that in SharePint Library Settings > Advanced Settings, the Allw Management f Cntent Type value is set t be Yes, and that yur specified SharePint cntent type exists in the library. Otherwise, the surce cntent type will nt map. 7. Cnfigure the Security Mapping, which allws yu t specify the User Mapping, Dmain Mapping, Grup Mapping, and Permissin Mapping f File System t SharePint. User Mapping (Optinal) Replaces existing user name in the file system with the existing r default username in SharePint metadata fields. Select a previusly created user mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected user mapping by clicking View. If yu want t create a new user mapping rule, click New User Mapping in the drp-dwn menu, and then yu are brught t User Mapping Create page. Fr specific instructins n setting up user mapping, refer t the Cntrl Panel Reference Guide. Dmain Mapping (Optinal) Replaces existing dmain name in file system with anther dmain name in SharePint metadata fields. Select a previusly-created dmain mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected dmain mapping by clicking View. If yu want 59
t create a new dmain mapping rule, click New Dmain Mapping in the drp-dwn menu, and then yu are brught t the Dmain Mapping Create page. Fr specific instructins n setting up dmain mapping, refer t the Cntrl Panel Reference Guide. Grup Mapping (Optinal) Replaces grups in file system t the existing grups in SharePint metadata field. Select a previusly-created grup mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected grup mapping by clicking View. If yu want t create a new grup mapping rule, click New Grup Mapping in the drp-dwn menu, and then yu are brught t the Grup Mapping Create page. Fr specific instructins n setting up grup mapping, refer t the Cntrl Panel Reference Guide. Permissin Mapping (Required) Maps the file system permissins t the SharePint permissins. A default permissin mapping rule is prvided with the name f Default Permissin Mapping. Select a previusly-created permissin mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected permissin mapping by clicking View. If yu want t create a new permissin mapping rule, click New Permissin Mapping in the drp-dwn menu, and then yu are brught t the Permissin Mapping Create page. Fr specific instructins n setting up permissin mapping, refer t Creating and Editing Permissin Mappings. 8. Click Save t save the sub-prfile. Alternatively, click Save as and enter a sub-prfile name t save it as anther prfile. Select Save and replace existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Click Discard Changes t clear all the mdificatins having been made t the current prfile. Advanced Optins Cnfigure the Advanced Optins t set the character length settings and the illegal character replacement settings. Set up Advanced Optins by perfrming the fllwing steps. Dynamic Rule Map the surce file securities and prperties t the destinatin SharePint metadata. Select a previusly-created dynamic rule frm the drp-dwn list. Click View beside the drp-dwn list t view the detailed infrmatin f the selected dynamic rule. Or else, yu can click New Dynamic Rule frm the drp-dwn list t create a new ne. Fr mre infrmatin n Dynamic Rule, refer t Abut Dynamic Rule. Character Length Settings Cnfigure character length limitatins fr SharePint URL, filename, and flder name. In SharePint, the maximum length f SharePint URL is 260 characters, and the maximum length f file name and flder name is 128 characters. Maximum Length f the flder name The default value is 60, and the scale yu can set is frm 1 t 128. 60 Maximum Length f the file name The default value is 80, and the scale yu can set is frm 1 t 128. If the character length f the file name cnsisting f the file name, the perid (.), and extensin name (the character length f the file 123456.dc=6+1+3=10) exceeds the limitatin yu set, the extra characters at end f the file name are pruned.
Maximum Length f the SharePint URL The default value is 255, and the scale yu can set is frm 1 t 260.The length f the SharePint URL is calculated frm the first character f the managed path, that is /. When the flder r file s URL exceeds the limitatin, the flder r file will mve t upper level flders until the URL character length des nt exceed the limitatin. *Nte: If yu unselect the checkbx next t a setting, then that setting is cnsidered uncnfigured. In that case, nce a file name, flder name, r SharePint URL exceeds the maximum length that SharePint supprts, the file r flder will fail t be migrated t the destinatin. Illegal Character Replacement Settings Mdify r add illegal character mappings t map the illegal characters cntained in the file/flder names t the prper characters in SharePint. By default, illegal characters including ~ " # % & * : < >? \ / { }, are replaced with a _.These replacement settings cannt be deleted, but can be mdified. T mdify an illegal character mapping character, duble-click _ in the Replace with clumn and enter a new valid character. T add an illegal character mapping, click Add an Illegal Character. Then enter the illegal character in the Illegal character in SharePint clumn and the valid character in the Replace with clumn. T delete ne r mre previusly-cnfigured illegal character mappings, select the Illegal characters in SharePint check bx, select the mappings, and then click Delete the Selected Illegal Character(s). Yu can als remve a previusly-cnfigured illegal character mapping by clicking. Perfrming a File System Migratin A File System Migratin migrates cntents, cnfiguratins, and securities frm a file system server t the SharePint envirnment. *Nte: Make sure that yu are nt running mre than 7 jbs simultaneusly. Otherwise, sme jbs may fail. T start a File System Migratin jb, click Online Migratin n the ribbn, and then yu are brught t the Create a New Plan interface. T perfrm a File System Migratin jb, fllw the instructins belw. Select the Surce and Destinatin Ndes 1. In the Surce pane, click the file system server name t expand the data tree. Select the surce files t migrate: a. Find the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name f the nde (fr example, flder and file) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is 61
displayed in the currently expanded tree. The ndes that are nt displayed in the expanded tree cannt be searched. b. Select the surce nde by checking the crrespnding checkbx. Within each flder level, there is a nde named Items. The prmpt next t Items displays hw many files are cntained in the Items nde. Yu can click the Items nde and the Item Brwser page interface appears. Select the files that yu wish t migrate by checking crrespnding checkbxes and click OK. 2. In the Destinatin pane, click the farm name t expand the data tree. Select the destinatin nde: a. b. Find the nde t which yu wish t migrate the surce data. If wrking with a large envirnment, enter the keywrd f the nde int the Input Keywrd text bx t search by the desired site URL, site title r library title. 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. Select the destinatin nde by checking crrespnding checkbx. Yu can als create a new cntainer t be the destinatin nde withut leaving the current page. Fr details n creating a cntainer in SharePint, refer t Creating Cntainers. 3. When finished cnfiguring the jb, select ne f the fllwing ptins: Click Run Nw t perfrm a migratin jb immediately. Fr mre infrmatin n the Run Nw interface, refer t Cnfiguring the Run Nw Interface. Click Save As New Plan t cnfigure mre specific settings and then save them as a file system migratin plan, which then can be used t perfrm a file system migratin jb. Fr mre infrmatin n the Save As New Plan interface, refer t Cnfiguring the Save As New Plan Interface. Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the settings belw: 1. Cnflict Reslutin A cnflict ccurs when an item name in file system is identical t an existing item in SharePint. At the 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 the cntent level cnflict reslutin ptinal. Refer t the list belw fr a mre detailed view abut the Cnflict Reslutin. Cnflicting Levels Cntainer Level Cnflict Reslutin Check lwer bject Cntent Level Cnflict Reslutin Reslutins Merge (T check lwer bject is required) Skip (T check lwer bject is ptinal) Overwrite Skip 62
Cnflicting Levels Reslutins Append New versin 2. 3. 4. 5. Prfile Selectin Cnfigure the related migratin ptins and mappings fr the migratin jb. Select a previusly-created migratin prfile frm the drp-dwn menu. File system Migratin prvides a default main prfile named Default Prfile. Migratin Database Chse whether t specify a migratin database t stre detailed jb infrmatin in SQL Server fr each farm. Fr detailed infrmatin abut cnfiguring a Migratin Database, refer t Cnfiguring Migratin Databases. Ntificatin Select the e-mail Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t Cntrl Panel Reference Guide. Jb Status Optin Specify whether r nt t take the metadata/security exceptins int cnsideratin fr the file system migratin jb status. If nly the cntent metadata r security fails t migrate and yu select Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptin. Cnfiguring the Save As New Plan Interface In the Save As New Plan interface, cnfigure the fllwing settings t build a migratin plan. 1. 2. 3. Plan Name Enter a name in the text bx fr the plan yu are abut t create. It is ptinal t enter the descriptin fr the plan. Prfile Selectin Cnfigure the related migratin ptins and mappings fr the migratin jb. Select a previusly-created main prfile frm the drp-dwn menu. File system Migratin prvides yu a default main prfile named Default Prfile. Click New Prfile t create a new prfile. The Prfile Settings interface appears. Fr detailed instructins n cnfiguring the main prfile, see Setting Up File System Migratin Prfiles. Surce File Management Cnfigure settings fr file system cntent upn migratin jb cmpletin. Cpy t the destinatin Cpies the cntent frm the surce t the destinatin. After the jb is finished, the cntent can be accessed frm bth file system and SharePint. Mve t the destinatin Mves the cntent frm the surce t the destinatin. After the jb is finished, the cntent in the surce has been deleted, and yu can nly access the cntent frm SharePint. Mve t anther lcatin nce the jb is cmpleted Mves the cntent t anther lcatin nce the jb is cmplete, and deletes the cntent frm the surce. Yu must enter the UNC path, Username and Passwrd t cnnect t the specific lcatin where yu want t stre the cntent nce the jb is finished. T check the validatin f yur path, click Validatin Test. 63
*Nte: The Username must fllw the frmat f dmain\user, r user@avepint.cm. *Nte: If a flder with the same name already exists in the specified lcatin, the cntents in the surce flder will be merged t the destinatin flder f the same name. If a file with the same name already exists in the specified lcatin, the file will nt be mved t the specified lcatin; it stays in the riginal surce path. 4. 5. 6. 7. 8. 9. Metadata Surce Specify the metadata that will be migrated with the cntent t the destinatin. Yu may chse t use the file system metadata, cnfigure yur wn metadata file yurself, r use the existing metadata file. Use the metadata f the file system Uses the surce file system metadata infrmatin with n need t cnfigure the metadata. Cnfigure the metadata file myself Generates a metadata Excel file t custmize yur wn metadata. If yu check the Cnfigure metadata file myself checkbx, yu are required t generate Excel at first befre yu run the migratin jb. Refer t Custmized Metadata File fr mre detailed instructins n cnfiguring the metadata file. Use the existing metadata file Uses the frmer created metadata files that exist in the surce. If yu check the Use the existing metadata file checkbx, make sure that the metadata files exist in the surce befre yu perfrm the file system migratin jb. Refer t Existing Metadata File fr mre detailed instructins n using the existing metadata file. Schedule Selectin In the schedule cnfiguratin area, chse ne f the fllwing: N Schedule Select this ptin t apply the rules f this plan, and then yu must run the jb manually. Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. The Schedule Settings area appears when yu select this ptin. Click Add Schedule, and then the Add Schedule interface appears. Fr mre infrmatin n the Add Schedule interface, refer t Cnfiguring the Add Schedule Interface. Ntificatin Select the e-mail Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the Cntrl Panel Reference Guide. Migratin Database Specify a migratin database t stre detailed jb infrmatin in SQL Server fr each farm. Fr detailed infrmatin abut the Migratin Database, refer t the Cnfiguring Migratin Databases. When finished cnfiguring the plan, select ne f the fllwing ptins: Click Save, then select Save t save the plan yu have cnfigured. The Plan Manager interface appears. Fr mre infrmatin, refer t Managing Plans. 64
Click Save, then select Save and Run Nw t save the plan yu have cnfigured. The Run Nw interface appears. Cnfigure the fllwing settings: Optins Select a type f migratin fr this migratin jb. Full migratin Migrates with all cntents frm the surce t the destinatin accrding t the settings f the prfile. Incremental migratin Migrates the newly-created r updated cntents in the surce nde since the last migratin jb. *Nte: If yu select the Incremental migratin ptin, the Remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb ptin in the Cnflict Reslutin sectin will be enabled, and yu are required t decide whether r nt t remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb. Cnflict Reslutin Specify the cnflict reslutin actin that ccurs when the item names in file system cnflicts with an existing item in SharePint. Fr the Cntainer level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check the lwer bjects, and cnfigure the cntent level cnflict reslutin. Skip prvides the cnfiguratin f the cntent level cnflict reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Jb Status Optin Specify whether r nt t take the metadata/security exceptins int cnsideratin fr the file system migratin jb status. If the cntent metadata r security fails t migrate and yu select Ignre metadata/security exceptins checkbx, the migratin jb status will be finished. Otherwise, the jb status will be Finished with Exceptins. Click OK t run the file system migratin jb. Click Cancel t g back t the Plan Manager interface. Custmized Metadata File Custmized Metadata File This sectin is nly available when the Cnfigure the metadata file myself checkbx is checked. Since yu have this ptin selected, after the cnfiguratins f this plan, yu are required t generate an Excel file befre running the migratin jb. Refer t Metadata Excel File fr mre detailed infrmatin. Generate nly ne metadata file Generates nly ne metadata file in the surce. This metadata file is stred in the tp level flder r the fremst selected flder in the surce tree. Create a new versin f the migrated file in the destinatin File Versin and New File Name clumn will be autmatically added in the metadata file. If yu select the Cllapse all the flder structure ptin r Custmize the flder structure f the migrated file in the destinatin ptin there may be files 65
sharing the same name in the same path. Selecting this ptin allws yu t specify the different versins fr these files under the new file name. *Nte: This ptin ffers a specific slutin: if yu want t migrate the files in the different names t SharePint as the different versins under a specific file name, select this ptin, and then custmize yur wn metadata in the generated Excel. Custmize the flder structure f the migrated file in the destinatin The Custm Flder clumn will be autmatically added in the metadata file. Once this clumn is created, the flder structure f the cntents in the surce will be cllapsed. Yu can custmize the file path in the Custm Flder clumn. The flder structure in the destinatin will be migrated accrding t the Custm Flder clumn. *Nte: If yu d nt check Generate nly ne metadata file checkbx, the metadata files will be generated in each selected flder f the surce, and the custmized clumns will be added t each metadata file. Rename the migrated cntent in the destinatin Renames the cntent t be migrated in the generated Excel. This ptin will autmatically add the New File Name clumn in the metadata files. *Nte: If yu select Generate nly ne metadata file and Rename the migrated cntent in the destinatin at the same time, yu can generate nly ne metadata file in the surce with an added clumn named New File Name. Add a new clumn t the metadata file Autmatically adds the custmized clumn in the metadata file. Thrugh cnfiguring the clumn value in the metadata file, yu are able t create yur desired clumn fr the surce cntent in SharePint. Click Add a clumn, and then the cnfiguratin field appears. Enter a clumn name in the Clumn name clumn, and select a cntent type frm the drp-dwn menu f cntent type clumn. Repeat the actins t add mre clumns. If yu want t delete a previuslycreated clumn, check the checkbx ahead f the clumn name and then click Delete the Selected Clumn(s). Existing Metadata File Existing Metadata File This selectin is nly available nly when the Use the existing metadata file checkbx is checked. Yu must make sure that the Excel file has been placed in the surce, and the clumns yu want t use have been added in the Excel file. Refer t Metadata Excel File fr a mre detailed instructin. Use nly ne metadata file Uses nly ne existing metadata file fr the migrated cntent. 66 Create a new versin f the migrated file in the destinatin Fr this feature t functin prperly, make sure File Versin and New File Name clumns have been added in the metadata file. Yu may have selected the Cllapse all the flder structure ptin, r yu may have selected the Custmize the flder
structure f the migrated file in the destinatin ptin with the Custm Flder clumn created, which may lead t the fact that multiple files are using the same name in the same path. If there are multiple files sharing the same name in the same path, selecting this ptin will allw yu t create different versins fr these files under the new file. *Nte: this ptin can realize a specific functinality: if yu want t migrate the files in different names t SharePint as the different versins under a specific file name, select this ptin, and then custmize yur wn metadata in the existing metadata file. Custmize the flder structure f the migrated file in the destinatin Fr this feature t functin prperly, make sure the Custm Flder clumn has been added in the existing metadata file. Once this clumn is created, and the flder structure f the cntents in the surce will be cllapsed. Yu can custmize the file path in the Custm Flder clumn. The flder structure in the destinatin will be migrated accrding t the Custm Flder clumn. Rename the migrated cntent in the destinatin Fr this ptin t functin prperly, make sure the New File Name clumn has been added t the existing metadata file. Cnfiguring the Add Schedule Interface Fllw the instructins belw t cnfigure the schedule settings. 1. 2. 3. 4. Optins Select a type f migratin fr this schedule. Full migratin Migrates with all cntents frm the surce t the destinatin accrding t the settings f the prfile. Incremental migratin Migrates the newly-created r updated cntents in the surce nde since the last migratin jb. *Nte: If yu select the Incremental migratin ptin, the Remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb ptin in the Cnflict Reslutin sectin will be enabled, and yu are required t decide whether r nt t remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb. Cnflict Reslutin Specify the cnflict reslutin actin that ccurs when the item names in file system cnflicts with an existing item in SharePint. Fr the Cntainer level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check the lwer bjects, and cnfigure the cntent level cnflict reslutin. Skip prvides the cnfiguratin f the cntent level cnflict reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Schedule Settings Specify the frequency t run this recurring schedule. Enter an integer int the text bx, and select Minute(s), Hur(s), Day(s), Week(s), Mnth(s) frm the drp-dwn menu. Range f Recurrence Specify when t start the jb, and the schedule ending. 67
Start Time Select the date and time fr applying the rules f this prfile and cllecting the data. Nte that the start time cannt be earlier than the current time. Schedule ending Designate when t stp the scheduled jb. Select N end date fr the setting f this prfile t be applied repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. 5. 6. Jb Status Optin Specify whether r nt t take the metadata/security exceptins int cnsideratin fr the file system migratin jb status. If the cntent metadata r security fails t migrate and yu select Ignre metadata/security exceptins checkbx, the migratin jb status will be finished. Otherwise, the jb status will be Finished with Exceptins. Click OK n the ribbn t save the schedule setting cnfiguratins. Click Cancel n the ribbn t return t the Plan setting interface withut saving any changes. Repeat the cnfiguratins abve t create mre schedules. Metadata Excel File File System Migratin allws yu t migrate cntent with custmized metadata by using an Excel file. This Excel file must be generated at first r already be placed in the surce file system befre running the migratin jb. The clumns will be migrated as the prperty f the items t the destinatin SharePint. Read the table and the intrductin belw fr mre usage infrmatin. Type Clumn_Name:= Type Example f Cntent Frmat Single line f text Clumn_name:=Text Randm Character String, less than 255 characters Multiple lines f text Clumn_name:=Nte Randm Character String Chice_Checkbxes (allw Clumn_name:=CheckBxChice Randm Character String multiple :) Chice_Drp-Dwn Menu Clumn_name:=DrpDwnChice Randm Character String Chice_Radi Buttns Clumn_name:=RadiChice Randm Character String Number Clumn_name:=Number 10 Date and Time_Data Only Clumn_name:=DateOnly 12/30/2012 Date and Time_Data & Clumn_name:=DateAndTime 12/30/2012 5:34:27 AM Time Yes/N Clumn_name:=Blean Yes Persn r Grup Clumn_name:=User Dmain\User Managed Metadata Clumn_name:=Taxnmy(System;Key 11;22;33 wrds;true;;) Lkup Clumn_name:=Lkup(shared Refer t the nte belw dcument;title;false;;) Currency Clumn_name:= CurrencyNumber 100 Hyperlink r Picture Clumn_name:= URL http:/www.avepint.cm 68
Single line f text Allws randm character string less than 255 characters. If yu d nt fllw the crrespnding clumn type frmat t custmize the specific clumn, the clumn values yu have added in the metadata file will be migrated t SharePint in the single line f text. Multiple lines f text Allws randm character string. Chice_Checkbxes (allw multiple :) Allws yu t specify multiple values in the clumn cell and these values will be migrated t destinatin SharePint as Chices. The frmat is aaa;#bbb;#ccc. Chice_Drp-Dwn Menu/Chice_Radi Buttns Migrates the specified values in the clumn cells as Chices. The frmat is aaa. Number The clumn value can be any number larger than 1 r equal t 1, such as 1.1 r 11. Date and Time_Date Only/Date and Time_Date & Time Make sure the value is in the same frmat as that in SharePint. The values in Date and Time_Data & Time clumn, and Date and Time_Data Only clumn, will be autmatically cnverted int the crrespnding time, accrding t the time zne that the SharePint Server is using. Yes/N If yu enter yes/true r any character as the clumn value int this clumn, after the migratin jb, in the destinatin SharePint the value in the file/flder s Yes/N clumn is Yes. If yu enter n/false int the clumn r yu d nt enter any character int the clumn, in the destinatin SharePint the value in the file/flder s Yes/N clumn is N. Nte that this clumn is nt case-sensitive. Persn r Grup Allws yu t assign SharePint users, SharePint grups, and dmain grups fr the file/flder when migrated t SharePint destinatin. *Nte: If yu want t enter multiple values, please specify the clumn header in the frmat: Clumn_name:=User(true). Then, enter multiple values int the clumn cell, fr example summer\user1;#summer\user2;#summer\user3. Managed Metadata The field type is taxnmy which represents fixed character strings. Yu are allwed t specify fur values, respectively the grup name, term name, whether t allw multiple values, and the separatr yu want t use. If there is already a clumn with the same name but in a different type existing in the destinatin, the assignment fr this clumn will be invalid; and if there is n clumn with the same name in the destinatin, a Managed Metadata clumn will be created. Yu can enter nested terms in this clumn such as a<b<c<d, make sure the multiple terms are separated by the separatr yu set up. Lkup The field type is lkup which represents fixed character strings. Yu are allwed t specify tw values. First ne is the name f the list r library where it gets infrmatin frm. The secnd ne is the name f clumn which it pints t. Nte that the list r library must exist, the crrespnding values f this clumn it pints t must exist, and the secnd value is case-sensitive. Currency The value can be any number r the number with the currency unit, such as 100. 69
*Nte: In the generated metadata file, by default the Full Path clumn is the first rw. If yu delete the entire Full Path clumn r clear the values f the specific files in the Full Path clumn, the specific files will nt be migrated t the destinatin. In the fllwing situatins, the metadata will nt be migrated t the destinatin: If the clumn value des nt match with the clumn type, the clumn value will nt be migrated t destinatin. If there were a clumn in the destinatin with the same name but in different types, the clumn will nt be created. If there is n value in an entire clumn, this clumn will nt be created in the destinatin. 70
SharePint Online Migratins SharePint Online Migratins includes: SharePint 2007 t 2010 Migratin, SharePint 2007 t 2013 Migratin, SharePint 2010 t 2013 Migratin, SharePint 2007 t SharePint Online Migratin, and SharePint 2010 t SharePint Online Migratin. Refer t the sectins belw t use SharePint Migratr. Cnfiguring SharePint Online Migratin Prfiles The Online Migratin Prfile allws yu t specify and define numerus settings fr the migratin jbs including Surce Cmpnent Optins, Mapping Optins, and Advanced Optins. Fllw the instructins belw t create an nline migratin prfile. 1. Frm the Hme tab, in the Prfile grup, click Prfile Settings. The Prfile Settings tab appears. 2. Frm the Prfile Settings tab, in the Optins grup, ensure Online Prfile is highlighted. 3. Frm the Prfile Settings tab, under the Prfile Management grup, click New. 4. Enter a prfile name in the pp-up windw and click OK. 5. Select the Surce Cmpnent Optins frm the left-hand pane and cnfigure the settings described in the fllwing sectin. Surce Cmpnent Optins Cnfigure the Surce Cmpnent Optins: 1. 2. 3. Filter Plicy Select specific bject r data within each SharePint level (Web applicatin dwn t item level). The default filter plicy is set t be nne. Yu may select a previusly-created filter plicy frm the drp-dwn menu. Or click New Filter Plicy t create a new filter plicy. Fr mre detailed infrmatin abut the filter plicy, refer t the DcAve 6 Cntrl Panel Reference Guide. Alerts Migrate the alerts f different levels in the surce t the destinatin SharePint envirnment by selecting the Migrate alert f the list, library, flder, item and dcument level checkbx. Wrkflw Select the Include wrkflw definitin checkbx t migrate the definitin f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. Select the Include wrkflw instance checkbx t migrate the state, histry, and tasks f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. The fllwing checkbxes are selectable nly if yu select the Include wrkflw instance checkbx: Include cmpleted wrkflws Migrates the state, histry, and tasks f cmpleted wrkflws fr the selected cntent frm the surce nde t the destinatin nde. Include running wrkflws Migrates the state, histry, and tasks f running wrkflws fr the selected cntent frm the surce nde t the destinatin nde. This checkbx is ptinal. If yu select this checkbx, the fllwing radi buttns are available: 71
Cancel the running wrkflws after migratin jbs Cancels the running wrkflws fr the selected surce cntent in the destinatin after the migratin jbs. By default, this radi buttn is selected. Restart the canceled wrkflws after migratin jbs Cancels the running wrkflws fr the selected surce cntent in the destinatin after the migratin jbs. And then restarts the canceled wrkflws. *Nte: If yu select the SharePint Online farm as the destinatin and select t migrate bth the wrkflw definitin and wrkflw instance, nly the wrkflw definitin is migrated t the destinatin SharePint Online farm. 4. 5. Empty Lists Migrate the surce empty lists and libraries that have n items in SharePint t the destinatin SharePint envirnment by selecting the Include empty lists and libraries checkbx. By default, this checkbx is selected. *Nte: If yu uncheck this checkbx, the empty lists and libraries will nt be migrated t the destinatin even if they meet the rules defined in the selected filter plicy f the prfile. When finished, select the Mapping Optins frm the left-hand pane and cnfigure the mappings described in the fllwing sectin. Mapping Optins Cnfigure the Mapping Optins: 72 1. 2. 3. 4. Clumn Mapping Replaces surce clumns with destinatin clumns. Accrding t the clumn type, the surce clumn and the destinatin clumn can be the same r different. The clumn can als be changed t Managed Metadata r Lkup. The default clumn mapping is set t be nne. Yu may select a previusly-created clumn mapping frm the drp-dwn menu, r click New Clumn Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a clumn mapping, see the DcAve 6 Cntrl Panel Reference Guide. *Nte: If yu chse t change a clumn t a lkup clumn, make sure that the lkup clumn can nly be assciated with the list r list clumn that exists in the destinatin. Cntent Type Mapping Replaces surce cntent types with destinatin cntent types accrding t the cnditin that yu set up. The default cntent type mapping is set t be nne. Yu may select a previusly-created cntent type mapping frm the drp-dwn menu, r click New Cntent Type Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a cntent type mapping, see the DcAve 6 Cntrl Panel Reference Guide. Template Mapping Replaces site templates and list templates. By inputting r selecting Template ID, the surce template is changed t the destinatin template. The default template mapping is set t be nne. Yu may select a previusly-created template mapping frm the drp-dwn menu, r click New Template Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a template mapping, see the DcAve 6 Cntrl Panel Reference Guide. User Mapping Replaces an existing surce nde username with an existing destinatin nde username r a default username in destinatin. The default user mapping is set t be nne. Yu
5. 6. 7. 8. may select a previusly-created user mapping frm the drp-dwn menu, r click New User Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a user mapping, see the DcAve 6 Cntrl Panel Reference Guide. Dmain Mapping Maps a dmain name in the surce t a dmain name in the destinatin. The default dmain mapping is set t be nne. Yu may select a previusly-created dmain mapping frm the drp-dwn menu, r click New Dmain Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a dmain mapping, see the DcAve 6 Cntrl Panel Reference Guide. Language Mapping Displays the destinatin nde in a different language frm the surce nde after the plan has been executed. The default language mapping is set t be nne. Yu may select a previusly-created language mapping frm the drp-dwn menu, r click New Language Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a language mapping, see the DcAve 6 Cntrl Panel Reference Guide. List Name Mapping Maps the lists in the surce t the specified lists in the destinatin, r changes the list name t anther ne. Cnditins cnfigured in the list name mapping are ptinal. The default list name mapping is set t be nne. Yu may select a previusly-created list name mapping frm the drp-dwn menu, r click New List Name Mapping frm the drpdwn menu t create a new ne. Fr infrmatin n creating a list name mapping, see the DcAve 6 Cntrl Panel Reference Guide. By default, DcAve maps the SharePint 2007/2010 Shared Dcuments and Dcuments libraries t the SharePint 2013 Dcuments library with the Shared Dcuments in the URL. T disable this default mapping, refer t Editing the XML File. When finished, select the Advanced Optins frm the left-hand pane and cnfigure the settings described in the fllwing sectin. *Nte: If the authenticatin f the surce and destinatin are different, make sure that yu have cnfigured the user mapping r dmain mapping t ensure that the surce users are available in the destinatin. Advanced Optins Cnfigure the Advanced Optins: 1. 2. Preserve the Null Clumn Values Chse whether r nt t preserve the null value f item clumns in the surce. Sme values f the newly-created clumns may be null fr previus items, and this ptin allws yu t chse whether t replace the null value with the default value in the destinatin. If yu select the Yes radi buttn, the null values f item clumns (such as newlycreated clumns) are preserved. By default, the Yes radi buttn is selected. If yu select the N radi buttn, the null values f item clumns (such as newly-created clumns) are replaced with default values in the destinatin nde. Change Site Lk and Feel Chse whether t change r preserve the lk and feel f the SharePint sites in the destinatin. Nrmally, the manually input site r site cllectin is used as the destinatin nde. 73
Change existing SharePint sites t use the new user experience Uses the destinatin lk and feel fr the migrated site cllectins r sites. Administratrs f the destinatin site can cntrl the user experience fr end users. *Nte: If yu chse this ptin, the prperty f the surce site must be migrated t the destinatin in SharePint 2007 t 2010 Migratin jbs. Make sure that in the surce tree the Prperty checkbx behind the surce site is selected. Preserve custmized pages, but update template and applicatin pages t use the new UI Preserves the cntent f the custmized pages and uses the destinatin template and applicatin pages after the migratin. Reset all custmized pages t their riginal templates Deletes all custmized pages and deletes mdificatins frm custmized pages. This cannt be undne. Preserve the lk and feel f existing SharePint sites, and allw end users t update their sites' user experience Preserves the surce lk and feel fr the migrated site cllectins and sites after the migratin. The end user can still update the lk and feel f the SharePint sites in the surce t that f the SharePint sites in the destinatin, but it is irreversible. *Nte: This functin is nly available fr SharePint 2007 t 2010 Migratin and SharePint 2010 t 2013 Migratin. 3. 4. Flder Structure Management Chse whether r nt t cllapse the flder structure f the surce SharePint cntent. If yu select the Cllapse flder structure checkbx, all levels f the flder structure f the surce cntent will be cllapsed. All files within the flders will be migrated t the library and merged t the same path in the destinatin. With this ptin selected, yu can further chse t add a clumn t display the surce path f the files in the destinatin. Select the Add clumn t keep surce path checkbx. DcAve Surce Path is prvided as the default name f the clumn and yu can als custmize the name by entering a clumn name in the text bx. Character Length Settings This is used t set character length limitatins fr SharePint URL, flder name, and file name. Maximum length f the SharePint URL The default value is 255 and yu can define the value frm 1 t 260. The length f the SharePint URL is calculated frm the first character f the managed path, that is /. 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 name will be pruned accrding t the value which is set in Maximum length f the flder name first. If the flder URL still exceeds the limitatin, the flder and its cntent will be migrated t the rt flder f the destinatin list. If there is a file whse URL exceeds the limitatin within a flder, the file name will be pruned accrding t the value which is set in Maximum length f the file name first. If the file URL still exceeds the limitatin, it will be migrated t the rt flder f the destinatin list. 74
5. 6. If the file URL exceeds the limitatin, the file name will be pruned accrding t the value which is set in Maximum length f the file name first. If the file URL still exceeds the limitatin, it will be migrated t the rt flder f the destinatin list. Maximum length f the flder name The default value is 128 and yu can define the value frm 1 t 128. If the flder name exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a flder 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 128 and yu can define the value frm 1 t 128. If the file name, including the file extensin, exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a file is named abcdef.txt in the surce and the value that yu set here is 5. The file will be named a_0.txt after the migratin. _0 is used t mark that the file name is pruned. Dynamic Rule Allws yu t cnfigure yur wn mappings and filter plicies using C #. The default dynamic rule is set t be nne. Yu may select a previusly-created dynamic rule frm the drp-dwn menu, r click New Dynamic Rule frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a new dynamic rule, see the Cnfiguring Dynamic Rules sectin f this guide. When finished cnfiguring all ptins, click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Cnfiguring Dynamic Rules The Dynamic Rule allws yu t specify and define yur wn mappings (clumn mappings and cntent type mappings) and filter plicies by using DLL files custmized in C#. Fllw the instructins belw t create a dynamic rule. 1. Frm the Hme tab, in the Prfile grup, click Prfile Settings. The Prfile Settings tab appears. 2. Frm the Prfile Settings tab, in the Settings grup, click Dynamic Rule n the ribbn. The Dynamic Rule windw pps up. 3. Frm the Dynamic Rule windw, in the Manage grup, click Create. 4. Cnfigure the settings belw: Name and Descriptin Chse a name fr the dynamic rule that yu are abut t create. Then enter an ptinal Descriptin fr future references. Uplad a DLL File Uplad a custmized DLL file fr this dynamic rule. *Nte: Yu can dwnlad a prvided sample cde fr reference hw t custmize the DLL file by clicking Dwnlad the Sample Cde. Fr mre infrmatin n cnfiguring the DLL file, see the cntent in the dwnladed file. Yu can specify and define the fllwing settings by uplading DLL files: clumn mappings, cntent type mappings, and filter plicies. 1. Clumn Mapping 75
Maps the surce clumns and their values t the desired clumns and values in the destinatin. Or maps the surce clumn values t null in the destinatin. Specifies the clumns that will nt be migrated t the destinatin after the migratin jb. Creates new clumns that d nt exist in the surce. Maps the values f the surce clumns whse ther clumn values meet the specified rule t the desired values in the destinatin. 2. Cntent Type Mapping 3. Filter Plicy Maps the surce cntent type t the destinatin cntent type. Filters the items/dcuments whse clumns are the specified type by the clumn values. Filters the items/dcuments that are in the specified cntent type. Filters the items/dcuments that meet multiple specified filter rules. Editing the XML File By editing the XML file, yu can chse whether r nt t migrate the term sets and terms that are related t the selected nde in the migratin jb, and disable the default list name mapping. Term Sets and Terms Migratin Fr a SharePint Online jb, yu can chse whether r nt t migrate the term sets and terms by cnfiguring the XML file f the prfile used in a migratin jb. T edit the XML file, cmplete the fllwing steps: 1. In the Prfile Settings tab, click Dwnlad Prfile t dwnlad the XML file f a prfile. 2. Open the XML file with Ntepad. 3. Find the <ExtendNde i:nil= true > nde. 4. Insert the fllwing nde under it: <NewFlags SPMBackupMMSOptin=" " />. If yu set the 0 value fr this nde, the term sets that are related t the selected surce site/ list/flder/item and all f the terms in these term sets will be migrated during the migratin jb. This is the default lgic befre editing the XML file. If yu set the 1 value fr this nde, nly the terms that are related t the selected surce site/list/flder/item will be migrated during the migratin jb. If yu set the 2 value fr this nde, all f the terms f the Managed Metadata Service that is related t the site cllectin where the selected surce nde resides will be migrated during the migratin jb. 76 If yu set the -1 value fr this nde, n terms will be migrated during the migratin jb.
5. Save changes t this file and clse it. 6. Uplad this mdified XML file by clicking Uplad Prfile n the ribbn. 7. Click Save t save changes. Disable the Default List Name Mapping T disable the default mapping fr SharePint 2007/2010 t 2013 Migratin, cnfigure the XML file as the instructins belw: 1. 2. Add the parameter isladbuildinlisttitlemapping="false" t the end f the <NewFlags SPMBackupMMSOptin= /> nde. The surce SharePint 2007/2010 Shared Dcuments library will be migrated t the destinatin as fllws: Fr the 2010 experience site cllectin: The surce Shared Dcuments library will be migrated t Shared Dcuments library with the Shared Dcument in the URL; the surce Dcuments library will be migrated t Dcuments library in the destinatin with the Dcuments in the URL. Fr the 2013 experience site cllectin: The surce Shared Dcuments library will be migrated t Shared Dcuments library with the Shared Dcuments_1 in the URL; the Dcuments library will be migrated t Dcuments library with Shared Dcuments in the URL. Perfrming a SharePint Online Migratin An nline SharePint Migratin jb migrates cntent, securities, and cnfiguratins frm the surce t the destinatin SharePint envirnment. *Nte: Integratin with Real-time Strage Manager and Scheduled Strage Manager is supprted. Yu can migrate cntent externalized by DcAve Strage Optimizatin prducts s that the migrated cntents r stubs within SharePint are accessible n matter where the real cntent is stred. Fllw the instructins belw t perfrm an nline migratin jb. *Nte: Make sure that DcAve Manager and the surce Agents, and the Surce Agents and the destinatin Agents are cmmunicating with ne anther. Selecting the Surce and Destinatin Ndes SharePint Migratin includes: SharePint 2007 t 2010 Migratin, SharePint 2007 t 2013 Migratin, SharePint 2010 t 2013 Migratin, SharePint 2007 t SharePint Online Migratin, and SharePint 2010 t SharePint Online Migratin. 1. 2. Frm the Hme tab, in the Plan grup, click Online Migratin. In the Surce pane, click the farm name t expand the data tree. 77
a. b. Select the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the site URL int the Input Keywrd text bx t search fr the desired site cllectin. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be searched. When entering the keywrd, the search result will be displayed with a little time. Select the surce nde by selecting the crrespnding checkbx. *Nte: Tw kinds f farms can be laded in the surce: SharePint 2007 farms and SharePint 2010 farms. The light blue icn represents the SharePint 2007 farm. The yellw icn represents the SharePint 2010 farm. c. Select the crrespnding Security and/r Prperty checkbx behind a surce nde t migrate the security and/r prperty f the surce nde t the destinatin nde. They are selected by default. 3. In the Destinatin pane, click the farm name t expand the data tree. *Nte: Three kinds f farms can be laded in the destinatin: SharePint 2010 farms, SharePint 2013 farms, and SharePint Online farms. T perfrm the migratin t SharePint Online farms prperly, yu must cnfigure yur SharePint sites in Cntrl Panel. Fr mre detailed infrmatin abut this cnfiguratin, see the DcAve 6 Cntrl Panel Reference Guide. Migratin t SharePint Online nly supprts the Create Cntainer functin fr site and list level in a SharePint Online destinatin nde. a. b. Fr SharePint Online site cllectins, the publishing feature must be activated at the destinatin. If publishing is nt activated, errrs may result (such as page duplicatin r inability t pen pages). 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/item name) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be searched. When entering the keywrd, the search result will be displayed with a little time. Select the destinatin nde by selecting 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. In the Actin and Preview pane, chse Attach t migrate the surce nde as a child underneath the chsen destinatin nde r chse Merge t add the cntent, security, and cnfiguratin f the surce t the selected destinatin nde. The table belw shws when Attach and/r Merge are available. 78
*Nte: M represents Merge; A represents Attach; X represents Unsupprted. Destinatin Web Applicatin Site Tp-level Site List Flder Cllectin Site Web Applicatin M X X X X X Site Cllectin A M X X X X Surce Tp-level Site X A M/A M/A X X Site X A M/A M/A X X List X X A A M X Flder X X X X A M/A T see what the data tree f the destinatin nde will lk like after the jb is executed, click Preview. Only the SharePint bjects dwn t the site level can be previewed in the destinatin tree. 5. When finished cnfiguring the jb, select ne f the fllwing ptins: Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw interface appears. Fr mre infrmatin, see the Cnfiguring the Run Nw Interface sectin f this guide. Click Save As New Plan t save the settings as a new plan, and then the Save As New Plan interface appears. Fr mre infrmatin, see the Cnfiguring the Save As New Plan Interface sectin f this guide. Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the settings belw: 1. 2. Optins Chse the migratin type fr this migratin jb. Full migratin Migrates all cntents frm the surce nde t the destinatin nde. Incremental migratin Only migrates the mdified cntent (add and mdify) t the destinatin based n time. Specify the time range in the Incremental Type field, and nly the changes within the specified time range will be migrated. 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. Cnflict Reslutin Specify the cnflict reslutin when the item name in the surce SharePint envirnment cnflicts with an existing item name in the destinatin SharePint envirnment. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge required yu t check the lwer bjects fr cnflicts, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f the cntent level cnflict reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. 79
3. 4. 5. 6. 7. 8. Prfile Selectin Cnfigure the related surce cmpnent ptins, mapping ptins, and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drpdwn list. SharePint Migratin prvides yu a default prfile named Default Prfile. Agent Grup Select a surce Agent grup and a destinatin Agent grup fr this migratin plan frm the drp-dwn list. Fr details n creating an Agent grup, refer t the DcAve 6 Cntrl Panel Reference Guide. Ntificatin Designate DcAve users t receive e-mail ntificatins cntaining reprts. Select a previusly-cnfigured ntificatin prfile frm the drp-dwn list, r click New Ntificatin Prfile frm the drp-dwn list t create a new ne. Fr mre infrmatin n wrking with ntificatin prfiles, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Chse whether t use specified migratin database t stre the jb data in SQL Server fr each farm. Fr detailed infrmatin n cnfiguring a Migratin Database, refer t the Cnfiguring Migratin Databases sectin f this guide. *Nte: The migratin database is nt supprted in the migratin jb that selects the SharePint Online farm as the destinatin, and this Migratin Database field will be hidden. Jb Reprt Select the level f the Jb Reprt. Simplified creates a summary f the cntent migrated t the destinatin SharePint envirnment. Detailed creates a full list f all bjects migrated t the destinatin SharePint envirnment at the cst f perfrmance. 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: 1. 2. 3. 4. Plan Name Enter a name fr the plan that yu are abut t create. Then enter an ptinal Descriptin fr future references. Prfile Selectin Cnfigure the related surce cmpnent ptins, mapping ptins, and advanced ptins fr the nline migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list t apply the migratin settings t the migratin jb. SharePint Migratin prvides yu a default prfile named Default Prfile. Agent Grup Select a surce Agent grup and a destinatin Agent grup fr this migratin plan frm the drp-dwn list. Fr details n creating an Agent grup, refer t the DcAve 6 Cntrl Panel Reference Guide. 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 the Schedule Selectin sectin. Click Add Schedule and the Add Schedule interface appears. Fr mre infrmatin, see the Cnfiguring the Add Schedule Interface sectin f this guide. 80
5. 6. 7. Ntificatin Designate DcAve users t receive e-mail ntificatins cntaining reprts. Select a previusly-cnfigured ntificatin prfile frm the drp-dwn list, r click New Ntificatin Prfile frm the drp-dwn list t create a new ne. Fr mre infrmatin n wrking with ntificatin prfiles, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Chse whether t use specified migratin database t stre the jb data in SQL Server fr each farm. Fr detailed infrmatin n cnfiguring a Migratin Database, refer t the Cnfiguring Migratin Databases sectin f this guide. *Nte: The Migratin Database field is hidden when cnfiguring jbs with a SharePint Online farm as the destinatin. 8. When finished cnfiguring the plan, select ne f the fllwing ptins: Click Save t select Save t save the plan yu have cnfigured. T save the plan and execute it right away. Click Save t select Save and Run Nw t save the plan yu have cnfigured, then the Run Nw interface appears. Fr detailed infrmatin n the Run Nw interface, refer t the Cnfiguring the Run Nw Interface sectin f this guide. Cnfiguring the Add Schedule Interface Click Add Schedule and the Add Schedule interface appears. Cnfigure the fllwing settings: 1. 2. Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t migrate all cntents frm the surce nde t the destinatin nde accrding t the prfile. Chse Incremental migratin t nly migrate the mdified cntent (add and mdify) t the destinatin based n cntent r time. If yu chse t migrate the mdified cntent based n cntent, make sure that yu have run a full migratin jb and select the Incremental migratin radi buttn nly. If yu chse t migrate the mdified cntent based n time, select the Migrate changes within checkbx t specify the time range, and nly the changes within the specified time range will be migrated. 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. Cnflict Reslutin Specify the cnflict reslutin when the item name in the surce SharePint envirnment cnflicts with an existing item name in the destinatin SharePint envirnment. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects fr cnflicts, and cnfigure cntent level cnflict reslutin. Skip prvides the cnfiguratin f the Cntent Level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. 81
3. 4. Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Range f Recurrence Specify when t start and end the running recurring schedule. a. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. b. c. d. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. 5. 6. 7. *Nte: Optins b, c and d abve are radi buttns. Yu can nly select ne f these methds t finish this schedule. Click OK t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any changes. Click Calendar View t preview the previusly-cnfigured schedule in a calendar. Yu can delete a previusly-cnfigured schedule by clicking Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the settings belw: behind a crrespnding schedule. 1. 2. Optins Chse the migratin type fr this migratin jb. Full migratin Migrates all cntents frm the surce nde t the destinatin nde. Incremental migratin Only migrate the mdified cntent (add and mdify) t the destinatin based n cntent r time. If yu chse t migrate the mdified cntent based n cntent, make sure that yu have run a full migratin jb and select the Incremental migratin radi buttn nly. If yu chse t migrate the mdified cntent based n time, select the Migrate changes within checkbx t specify the time range, and nly the changes within the specified time range will be migrated. 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. Cnflict Reslutin Specify the cnflict reslutin when the item name in the surce SharePint envirnment cnflicts with an existing item name in the destinatin SharePint envirnment. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge required yu t check the lwer bjects fr cnflicts, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f the cntent level cnflict reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. 82
3. 4. Jb Reprt Select the level f the Jb Reprt. Simplified creates a summary f the cntent migrated t the destinatin SharePint envirnment. Detailed creates a full list f all the bjects migrated t the destinatin SharePint envirnment at the cst f perfrmance. Click OK t run the migratin jb immediately r click Cancel t return t the Save As New Plan interface withut saving any changes. 83
SharePint Offline Migratins Refer t the sectins belw t use SharePint Offline Migratr. Cnfiguring SharePint Offline Migratin Prfiles T use Exprt Prfile r Imprt Prfile, yu must cnfigure strage plicies first. Fr infrmatin n cnfiguring strage plicies, see the Cnfiguring Strage Plicies sectin f this guide. Cnfiguring Strage Plicies In rder t perfrm a SharePint ffline migratin jb, yu must set up a Strage Plicy t chse a physical device t stre the exprted data. T access Strage Plicy, frm the Hme tab, click Strage Plicy in the Settings grup. Then yu will be brught t the Strage Cnfiguratin interface f Cntrl Panel. Fr specific instructins n setting up a strage plicy, refer t the DcAve 6 Cntrl Panel Reference Guide. Setting Up an Exprt Prfile Create an Exprt Prfile fr SharePint Migratr ffline jbs t cnfigure the surce cmpnent ptins. 1. 2. 3. 4. 5. Frm the Hme tab, in the Prfile grup, click Prfile Settings. The Prfile Settings tab appears. In Optins grup, click Exprt Prfile. In the Prfile Management grup, click New. Enter a prfile name in the pp-up windw and click OK. Click Surce Cmpnent Optins n the left-hand pane. a. Filter Plicy Select specific bject r data within each SharePint level (Web applicatin dwn t item level). The default filter plicy is set t be nne. Yu may select a previusly-created filter plicy frm the drp-dwn menu. Or click New Filter Plicy t create a new filter plicy. Fr mre detailed infrmatin abut the filter plicy, refer t the DcAve 6 Cntrl Panel Reference Guide. b. Generate Metadata File Generates Excel files with metadata fr each list. Yu can mdify the metadata file t add, edit, r delete the metadata f items in batch based n yur specified needs. The item and its metadata file can als be deleted. Check the Generate metadata file checkbx and the Destinatin sectin appears. Enter a Universal Naming Cnventin (UNC) path as the lcatin where the metadata file will be stred in the UNC path text bx. Fr example, \\admin-pc\c$\data r \\admin- PC\shared flder. Then enter the username and passwrd that are available t the UNC 84
path in the crrespnding text bxes. Click Validatin Test and DcAve will test the path t make sure they are valid. Fr details n mdifying the metadata file, refer t the Editing a Metadata File sectin f this guide. c. Empty Lists Migrate the surce empty lists and libraries that have n items in SharePint t the destinatin SharePint envirnment by selecting the Include empty lists and libraries checkbx. By default, this checkbx is selected. *Nte: If yu uncheck this checkbx, the empty lists and libraries will nt be migrated t the destinatin even if they meet the rules defined in the selected filter plicy f the prfile. Setting Up an Imprt Prfile Create an Imprt Prfile fr SharePint Migratr ffline jbs t cnfigure surce cmpnent ptins, mapping ptins and advanced ptins. 1. 2. 3. 4. 5. Frm the Hme tab, in the Prfile grup, click Prfile Settings. The Prfile Settings tab appears. In Optins grup, click Imprt Prfile. In the Prfile Management grup, click New. Enter a prfile name in the pp-up windw and click OK. Select the Surce Cmpnent Optins frm the left-hand pane. Alerts Migrate the surce SharePint 2007/2010 alters f different levels t the destinatin SharePint 2010/2013 envirnment by selecting the Migrate alert f the list, library, flder, item and dcument level checkbx. Wrkflw Select the Include wrkflw definitin checkbx t migrate the definitin f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. Select the Include wrkflw instance checkbx t als migrate the state, histry and tasks f existing wrkflws fr the selected cntent frm the surce nde t the destinatin nde. The fllwing checkbxes are selectable nly if yu select this checkbx: Include cmpleted wrkflws Migrates the state, histry, and tasks f cmpleted wrkflws fr the selected cntent frm the surce nde t the destinatin nde. Include running wrkflws Migrates the state, histry, and tasks f running wrkflws fr the selected cntent frm the surce nde t the destinatin nde. This checkbx is ptinal. If yu select this checkbx, the fllwing radi buttns are available: Cancel the running wrkflws after migratin jbs Cancels the running wrkflws fr the selected surce cntent in the destinatin after the migratin jbs. By default, this radi buttn is selected. 85
Restart the canceled wrkflws after migratin jbs Cancels the running wrkflws fr the selected surce cntent in the destinatin after the migratin jbs. And then restarts the canceled wrkflws. 6. Select the Mapping Optins frm the left-hand pane and cnfigure the fllwing mappings. Clumn Mapping Replaces surce clumns with destinatin clumns. Use clumn mapping Accrding t the clumn type, the surce clumn and the destinatin clumn can be the same r different. The clumn can als be changed t Managed Metadata r Lkup. The default clumn mapping is set t be nne. Yu may select a previusly-created clumn mapping frm the drpdwn menu, r click New Clumn Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a clumn mapping, see the DcAve 6 Cntrl Panel Reference Guide. Use existing metadata file Apply an existing metadata file which has been editing. Cntent Type Mapping Replaces surce cntent types with destinatin cntent types accrding t the cnditin that yu set up. The default cntent type mapping is set t be nne. Yu may select a previusly-created cntent type mapping frm the drpdwn menu, r click New Cntent Type Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a cntent type mapping, see the DcAve 6 Cntrl Panel Reference Guide. Template Mapping Replaces site templates and list templates. By inputting r selecting Template ID, the surce template is changed t the destinatin template. The default template mapping is set t be nne. Yu may select a previusly-created template mapping frm the drp-dwn menu, r click New Template Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a template mapping, see the DcAve 6 Cntrl Panel Reference Guide. User Mapping Replaces existing surce nde username with existing destinatin nde username r a default username in the destinatin. The default user mapping is set t be nne. Yu may select a previusly-created user mapping frm the drp-dwn menu, r click New User Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a user mapping, see the DcAve 6 Cntrl Panel Reference Guide. Dmain Mapping Maps a dmain name in the surce t a dmain name in the destinatin. The default dmain mapping is set t be nne. Yu may select a previuslycreated dmain mapping frm the drp-dwn menu, r click New Dmain Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a dmain mapping, see the DcAve 6 Cntrl Panel Reference Guide. Language Mapping Displays the destinatin nde in a different language frm the surce nde after the plan has been executed. The default language mapping is set t be nne. Yu may select a previusly-created language mapping frm the drp-dwn menu, r click New Language Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a language mapping, see the DcAve 6 Cntrl Panel Reference Guide. 86
List Name Mapping Maps the lists in the surce t the specified lists in the destinatin, r changes the list name t anther ne. Cnditins cnfigured in the list name mapping are ptinal. The default list name mapping is set t be nne. Yu may select a previusly-created list name mapping frm the drp-dwn menu, r click New List Name Mapping frm the drp-dwn menu t create a new ne. Fr infrmatin n creating a list name mapping, see the DcAve 6 Cntrl Panel Reference Guide. *Nte: If the authenticatin f the surce and destinatin are different, make sure that yu have cnfigured the user mapping r dmain mapping t ensure the surce users are available in the destinatin. 7. Select the Advanced Optins frm the left-hand pane and cnfigure the fllwing settings. Preserve the Null Clumn Values Chse whether r nt t preserve the null value f item clumns in the surce. Sme values f the newly-created clumns may be null fr previus items, and this ptin allws yu t chse whether t replace the null value with the default value in the destinatin. If yu select the Yes radi buttn, the null values f item clumns (such as newly-created clumns) are preserved. By default, the Yes radi buttn is selected. If yu select the N radi buttn, the null values f item clumns (such as newly-created clumns) are replaced with default values in the destinatin nde. Change Site Lk and Feel Change r preserve the lk and feel f the destinatin sites after migrating SharePint 2007/2010 sites r site cllectins t SharePint 2010/2013 sites r site cllectins. Nrmally, the manually input site r site cllectin is used as the destinatin nde. If yu chse Change existing SharePint sites t use the new user experience, the lk and feel f the existing destinatin sites will be changed and replaced by that f the surce sites after cmpleting the migratin jb and administratrs f the destinatin site can cntrl the user experience fr end users. With this ptin chsen, ne f the fllwing ptins needs t be selected. * Nte: If yu chse this ptin, the prperty f the surce site must be migrated t the destinatin in SharePint 2007 t 2010 Offline Migratin jbs. Make sure that in the surce tree the Prperty checkbx behind the surce site is selected. Preserve custmized pages, but update template and applicatin pages t use the new UI (User Interface). Reset all custmized pages t their riginal templates. This ptin will delete mdificatins frm custmized pages and cannt be undne. If yu chse Preserve the lk and feel f existing SharePint sites, and allw end users t update their sites' user experience, the lk and feel f the 87
existing destinatin sites will be kept after cmpleting the migratin jb and the end users are allwed t update their sites user experience in the destinatin. Flder Structure Management Chse whether r nt t cllapse the flder structure f the surce SharePint 2007/2010 cntent. If yu select the Cllapse flder structure checkbx, all levels f the flder structure f the surce cntent will be cllapsed. All files within the flders will be migrated t the library and merged t the same path in the destinatin. With this ptin selected, yu can further chse t add a clumn t display the surce path f the files in the destinatin. Select the Add clumn t keep surce path checkbx. DcAve Surce Path is prvided as the default name f the clumn, and yu can als custmize the name by entering a clumn name in the text bx. Character Length Settings This is used t set character length limitatins fr SharePint URL, flder name, and file name. Maximum length f the SharePint URL The default value is 255 and yu can define the value frm 1 t 260. The length f the SharePint URL is calculated frm the first character f the managed path, that is /. 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 name will be pruned accrding t the value which is set in Maximum length f the flder name first. If the flder URL still exceeds the limitatin, the flder and its cntent will be migrated t the rt flder f the destinatin list. If there is a file whse URL exceeds the limitatin within a flder, the file name will be pruned accrding t the value which is set in Maximum length f the file name first. If the file URL still exceeds the limitatin, it will be migrated t the rt flder f the destinatin list. If the file URL exceeds the limitatin, the file name will be pruned accrding t the value which is set in Maximum length f the file name first. If the file URL still exceeds the limitatin, it will be migrated t the rt flder f the destinatin list. Maximum length f the flder name The default value is 128 and yu can define the value frm 1 t 128. If the flder name exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a flder migrated frm SharePint 2007 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 128 and yu can define the value frm 1 t 128. If the file name, including the file extensin, exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a file is named abcdef.txt in the surce and the value that yu set here is 5. The file will be named a_0.txt after the migratin. _0 is used t mark that the file name is pruned. Imprting Data Exprted frm Other Managers SharePint Migratr allws yu t imprt data that is exprted frm ther DcAve 6 Managers. 88
If yu have run an exprt jb using the current Manager, the flder named data_granular will be generated in the specified lcatin f the crrespnding strage plicy. Yu must mve the desired exprted data f ther DcAve 6 Managers t the data_granular flder in farm level. If yu run an exprt jb using the current Manager fr the first time, create a new strage plicy t stre the desired exprted data f ther DcAve 6 Managers. In the specified lcatin f the strage plicy, create a flder named data_granular. And then mve the desired exprted data f ther DcAve 6 Managers t the newly-created data_granular flder in farm level. Mve the data_granular flder f ther DcAve 6 Managers exprt jbs t the specified lcatin f the strage plicy. After imprting the exprted data f ther DcAve 6 Managers t the current Manager, yu can cnfigure and run an imprt jb. Fr detailed infrmatin, see the DcAve 6 Cntrl Panel Reference Guide. Editing a Metadata File Yu can add, edit, r delete the metadata file, r perfrm these actins n metadata files in batch. Fllw the steps belw t edit the metadata file. 1. 2. In the UNC path where the metadata file is stred, each list generates an Excel file. Open the Excel file named by a list path. Clumns, items and their crrespnding clumn values f a list are displayed in the Excel file. Yu can add, edit, and delete the metadata file in the Excel file. Add the metadata. Add a clumn, specify its clumn type and set a value fr the item in the Excel file. Fr example, add a new clumn next t the existing clumn n the first rw, enter Cmments: = Multiple lines f text and set the value f an item as It needs t be updated. Here Cmments is the clumn name; Multiple lines f text is the clumn type; It needs t be updated is the crrespnding value fr the item. After the imprt jb, the clumn Cmments and the value will be added as new metadata fr the item. Edit the metadata. Edit the clumn name, clumn type f an item and mdify the crrespnding value in the Excel file. Fr example, in the Excel file, the clumn name, clumn type f an item is Name: = File and the crrespnding value is Dcument A. Yu can mdify the item name by mdifying the value Dcument A t Dcument B. After the imprt jb, the item name will be displayed as Dcument B in the destinatin. Delete the metadata. Delete the clumn name, clumn type f an item and the crrespnding value in the Excel file. 89
Fr example, in the Excel file, the clumn name, clumn type f an item is Title: = Single line f text and the crrespnding value is Custm List. If yu d nt wish this clumn Title and the value fr this item t be assciated with the item in the destinatin after being imprted, delete the clumn name, clumn type and the crrespnding value frm the cells. Editing the SP2010GranularBackupRestre.cfg File Fr the SharePint 2007/2010 Exprt jb, yu can chse whether r nt t migrate the term sets and terms by cnfiguring the SP2010GranularBackupRestre.cfg file. T edit the file, cmplete the fllwing steps: 1. Navigate t the \AvePint\DcAve6\Agent\data\SP2010\Item directry, and find the SP2010GranularBackupRestre.cfg file. 2. Open the CFG file with Ntepad. 3. Find the <itembackup excludeorphanedsites="true" backupdcumenttag="false" backupdcumentcmment="false" backupsearchscpe="false" skipglbaltermgrup="false" backupsodata="backupstubsandcntent"/> nde. 4. Insert the fllwing parameter t the end f it: SPMBackupMMSOptin=" ". If yu set the 0 value fr this nde, the term sets that are related t the selected surce site/ list/flder/item and all f the terms in these term sets will be migrated during the migratin jb. This is the default lgic befre editing the XML file. If yu set the 1 value fr this nde, nly the terms that are related t the selected surce site/list/flder/item will be migrated during the migratin jb. If yu set the 2 value fr this nde, all f the terms f the Managed Metadata Service that is related t the site cllectin where the selected surce nde resides will be migrated during the migratin jb. If yu set the -1 value fr this nde, n terms will be migrated during the migratin jb. 5. Save changes t this file and clse it. Perfrming a SharePint Offline Migratin SharePint Migratr allws yu t migrate the SharePint 2007/2010 data t an ffline destinatin by exprting yur desired surce SharePint 2007/2010 data t a physical device, and then imprt the exprted data t the specified SharePint 2010/2013 nde. 90
Exprting Data The fllwing instructins describe hw t exprt data t the Strage Plicy in rder t perfrm an ffline migratin jb. 1. Frm the Hme tab, in the Plan grup, click Exprt. 2. In the Surce pane, click the farm name t expand the data tree. a. b. c. Find the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the keywrd f the nde (fr example, site URL, site title, r site/list/item name) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be searched. When entering the keywrd, the search result will be displayed with a little time. Select the surce nde by selecting the crrespnding checkbx. Select the crrespnding Security and/r Prperty checkbx behind a surce nde t migrate the security and/r prperty f the surce nde t the destinatin nde. 3. In the Destinatin pane, select a previusly-cnfigured strage plicy frm the drp-dwn list r click New Strage Plicy t create a new ne. Fr details n creating a strage plicy, refer t Cnfiguring Strage Plicies. 4. When finished selecting the ndes, select ne f the fllwing ptins: Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw interface appears. Fr mre infrmatin, see the Cnfiguring the Run Nw Interface sectin f this guide. Click Save As New Plan t save the settings as a new plan, and then the Save As New Plan interface appears. Fr mre infrmatin, see the Cnfiguring the Save As New Plan Interface sectin f this guide. Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the settings belw: 1. Optins Chse the migratin mde fr this migratin jb. Full migratin Exprts all cntents frm the surce nde t the Strage Plicy. Incremental migratin Only exprts the mdified cntent (add and mdify) t the Strage Plicy based n time. T migrate the mdified cntent based n time, specify the time range in the Incremental Type field, and nly the changes within the specified time range will be exprted. 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. 91
2. Prfile Selectin Cnfigure the surce cmpnent ptins fr the exprt jb. Select a previusly-cnfigured prfile frm the drp-dwn list. SharePint Migratin prvides yu a default prfile named Default Prfile. 3. Agent Grup Select a surce Agent grup fr this ffline migratin plan frm the drp-dwn list. Fr details n creating an Agent grup, refer t the DcAve 6 Cntrl Panel Reference Guide. 4. Ntificatin Designate DcAve users t receive e-mail ntificatins cntaining reprts. Select a previusly-cnfigured ntificatin prfile frm the drp-dwn list, r click New Ntificatin Prfile frm the drp-dwn list t create a new ne. Fr mre infrmatin n wrking with ntificatin prfiles, refer t the DcAve 6 Cntrl Panel Reference Guide. 5. Jb Reprt Select the level f the Jb Reprt. Simplified creates a summary f the cntent migrated t the destinatin SharePint envirnment. Detailed creates a full list f all the bjects migrated t the destinatin SharePint envirnment at the cst f perfrmance. 6. Click OK t run the jb immediately r click Cancel t return t the Hme page f Exprt. Cnfiguring the Save As New Plan Interface In the Save As New Plan interface, cnfigure the fllwing settings: 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 Cnfigure surce cmpnent ptins fr the exprt jb. Select a previuslycnfigured prfile frm the drp-dwn list. SharePint Migratin prvides yu a default prfile named Default Prfile. 3. Agent Grup Select a surce Agent grup fr this ffline migratin plan frm the drp-dwn list. Fr details regarding creating an Agent grup, refer t the DcAve 6 Cntrl Panel Reference Guide. 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 the Schedule Selectin sectin. Fr mre infrmatin, see the Cnfiguring the Add Schedule Interface sectin f this guide. 5. Ntificatin Designate DcAve users t receive e-mail ntificatins cntaining reprts. Select a previusly-cnfigured ntificatin prfile frm the drp-dwn list, r click New Ntificatin Prfile frm the drp-dwn list t create a new ne. Fr mre infrmatin n wrking with ntificatin prfiles, refer t the DcAve 6 Cntrl Panel Reference Guide. 6. Assciated Plan Grup Select assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. 7. When finished cnfiguring the plan, select ne f the fllwing ptins: 92
Click Save and then select Save t save the plan. Click Save and then select Save and Run Nw t save the plan and execute it right away. And the Run Nw interface appears. Fr detailed infrmatin n cnfiguring the Run Nw interface, refer t the Cnfiguring the Run Nw Interface sectin f this guide. Cnfiguring the Add Schedule Interface Click Add Schedule and the Add Schedule interface appears. Cnfigure the fllwing settings: 1. Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t exprt all cntents frm the surce nde t the Strage Plicy accrding t the prfile. Chse Incremental migratin t nly exprt the mdified cntent (add and mdify) t the Strage Plicy based n cntent r time. If yu chse t exprt the mdified cntent based n cntent, make sure that yu have run a full migratin jb and select the Incremental migratin radi buttn nly. If yu chse t exprt the mdified cntent based n time, select the Migrate changes within checkbx t specify the time range, and nly the changes within the specified time range will be migrated. 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. 2. Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. 3. Range f Recurrence Specify when t start and end the running recurring schedule. a. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. b. c. d. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. *Nte: Optins b, c, and d abve are radi buttns. Yu can nly select ne f these methds t finish this schedule. 4. Click OK t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. 5. Click Calendar View t preview the previusly-cnfigured schedule in a calendar. 6. Yu can delete a previusly-cnfigured schedule by clicking behind a crrespnding schedule. 93
Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the settings belw: 1. 2. 3. Optins Chse the migratin mde fr this migratin jb. Full migratin Exprts all cntents frm the surce nde t the Strage Plicy. Incremental migratin Only exprts the mdified cntent (add and mdify) t the Strage Plicy based n cntent r time. If yu chse t exprt the mdified cntent based n cntent, make sure that yu have run a full migratin jb and select the Incremental migratin radi buttn nly. If yu chse t exprt the mdified cntent based n time, select the Migrate changes within checkbx t specify the time range, and nly the changes within the specified time range will be migrated. 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. Jb Reprt Select the level f the Jb Reprt. Simplified creates a summary f the cntent migrated t the destinatin SharePint envirnment. Detailed creates a full list f all the bjects migrated t the destinatin SharePint envirnment at the cst f perfrmance. Click OK t run the exprt migratin jb, 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 the exprted data t the destinatin SharePint 2010/2013 nde. 1. Frm the Hme tab, in the Plan grup, click Imprt. 2. In the Surce pane, fllw the steps belw t select the surce nde whse data yu wish t imprt. a. b. c. On the Brwse tab, click the farm frm which yu have exprted the data. Target the specified lcatin where the exprted data are stred by selecting the flder named by Jb ID. Click View Details t switch t the Details tab, and then select yur desired nde that yu want t imprt by selecting the crrespnding checkbx. If the exprted data that yu select is in an incremental migratin jb, the Shw histrical data checkbx appears abve the farm name. This ptin shws the incremental data as well as the exprted data f the latest full migratin jb fr the same plan n the tree. With the Shw histrical data checkbx selected, yu can select the desired data t imprt by selecting the crrespnding checkbx. The full migratin data and the incremental migratin data is distinguished by the jb start time displayed at the end f the nde, and the earlier ne is that f the latest full migratin data. 94
d. e. Select the crrespnding Security and/r Prperty checkbx f a surce nde t migrate the security and/r prperty f the surce nde t the destinatin nde. T quickly search the exprted data yu wish t imprt, click the Plan Filter, Jb Filter r Time Range tab t further specify the rules fr yur desired exprted data. Then click Filter, and the exprted data that meet the criteria will be filtered. Click Reset t reset the filter rules. 3. In the Destinatin pane, click the farm name t expand the data tree. a. b. Find the nde which yu wish t imprt the exprted data 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 ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be searched. When entering the keywrd, the search result will be displayed with a little time. Select the destinatin nde by selecting 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. In the Actin and Preview pane, chse Attach t migrate the surce nde as a child underneath the chsen destinatin nde r chse Merge t add the cntent, security, and cnfiguratin f the surce t the selected destinatin nde. The table belw shws when Attach and/r Merge are available t chse. M: Merge A: Attach X: Unsupprted. Destinatin Surce Web Applicatin Site Cllectin Tp-level Site Site List Flder Web Applicatin M X X X X X Site Cllectin A M X X X X Tp-level Site X A M/A M/A X X Site X A M/A M/A X X List X X A A M X Flder X X X X A M/A T see what the data tree f the destinatin nde will be lk like after the jb is executed, click Preview. Only the SharePint bjects dwn t the site level can be previewed in the destinatin tree. 5. When finished cnfiguring the jb, select ne f the fllwing ptins: 95
Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw interface appears. Fr mre infrmatin, see the Cnfiguring the Run Nw Interface sectin f this guide. Click Save As New Plan t save the settings as a new plan, and then the Save As New Plan interface appears. Fr mre infrmatin, see the Cnfiguring the Save As New Plan Interface sectin f this guide. Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the settings belw: 1. Cnflict Reslutin Specify the cnflict reslutin when the item name in SharePint 2007/2010 cnflicts with an existing item name in SharePint 2010/2013. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects fr cnflicts, and cnfigure cntent level cnflict reslutin. Skip prvides the cnfiguratin f the Cntent Level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. 2. Prfile Selectin Cnfigure the related surce cmpnent ptins, mapping ptins, and advanced ptins fr the imprt jb. Select a previusly-cnfigured prfile frm the drp-dwn list. SharePint Migratin prvides yu a default prfile named Default Prfile. 3. Agent Grup Select a destinatin Agent grup fr this migratin plan frm the drp-dwn list. Fr details n creating an Agent grup, refer t the DcAve 6 Cntrl Panel Reference Guide. 4. Ntificatin Designate DcAve users t receive e-mail ntificatins cntaining reprts. Select a previusly-cnfigured ntificatin prfile frm the drp-dwn list, r click New Ntificatin Prfile frm the drp-dwn list t create a new ne. Fr mre infrmatin n wrking with ntificatin prfiles, refer t the DcAve 6 Cntrl Panel Reference Guide. 5. Jb Reprt Select the level f the Jb Reprt. Simplified creates a summary f the cntent migrated t the destinatin SharePint envirnment. Detailed creates a full list f all the bjects migrated t the destinatin SharePint envirnment at the cst f perfrmance. 6. Click OK t run the jb immediately r click Cancel t return t the Hme page f Imprt. Cnfiguring the Save As New Plan Interface In the Save As New Plan interface, cnfigure the fllwing settings: 1. 2. 3. 4. Plan Name Enter a name fr the plan that yu are abut t create. Then enter an ptinal Descriptin fr future references. Prfile Selectin Cnfigure the related surce cmpnent ptins, mapping ptins, and advanced ptins fr the imprt jb.select a previusly-cnfigured prfile frm the drp-dwn list t apply the migratin settings t the migratin jb. SharePint Migratin prvides yu a default prfile named Default Prfile. Agent Grup Select a destinatin Agent grup fr this migratin plan frm the drp-dwn list. Fr details regarding creating an Agent grup, refer t the DcAve 6 Cntrl Panel Reference Guide. Schedule Selectin Select ne type f schedule t run the plan. 96
N schedule Select this ptin t run the plan manually. Cnfigure the schedule myself Select this ptin and the Schedule Settings sectin appears under the Schedule Selectin sectin. Fr mre infrmatin, see the Cnfiguring the Add Schedule Interface sectin f this guide. 5. 6. 7. Ntificatin Designate DcAve users t receive e-mail ntificatins cntaining reprts. Select a previusly-cnfigured ntificatin prfile frm the drp-dwn list, r click New Ntificatin Prfile frm the drp-dwn list t create a new ne. Fr mre infrmatin n wrking with ntificatin prfiles, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. When finished cnfiguring the plan, select ne f the fllwing ptins: Click Save and then select Save t save the plan. Click Save and then select Save and Run Nw t save the plan and execute it right away. And the Run Nw interface appears. Fr detailed infrmatin n cnfiguring the Run Nw interface, refer t the Cnfiguring the Run Nw Interface sectin f this guide. Cnfiguring the Add Schedule Interface Click Add Schedule and the Add Schedule interface pps up. Cnfigure the fllwing settings. 1. 2. 3. Cnflict Reslutin Specify the cnflict reslutin when the item name in SharePint 2007/2010 cnflicts with an existing item name in SharePint 2010/2013. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects fr cnflicts, and cnfigure cntent level cnflict reslutin. Skip prvides the cnfiguratin f the Cntent Level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Range f Recurrence Specify when t start and end the running recurring schedule. a. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. b. c. d. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. 97
*Nte: Optins b, c, and d abve are radi buttns. Yu can nly select ne f these methds t finish this schedule. 4. 5. 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. Click Calendar View t preview the previusly-cnfigured schedule in a calendar. Yu can delete a previusly-cnfigured schedule by clicking behind a crrespnding schedule. Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the settings belw: 1. 2. 3. Cnflict Reslutin Specify the cnflict reslutin when the item name in SharePint 2007/2010 cnflicts with an existing item name in SharePint 2010/2013. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects fr cnflicts, and cnfigure cntent level cnflict reslutin. Skip prvides the cnfiguratin f the Cntent Level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Jb Reprt Select the level f the Jb Reprt. Simplified creates a summary f the cntent migrated t the destinatin SharePint envirnment. Detailed creates a full list f all the bjects migrated t the destinatin SharePint envirnment at the cst f perfrmance. Click OK t run the imprt migratin jb, r click Cancel t return t the Save As New Plan interface withut saving any change. 98
Supprted and Unsupprted Elements fr SharePint 2007/2010 t 2013 Migratin By default, DcAve SharePint 2007/2010 t 2013 Migratin des nt supprt the elements that are nt listed in the table belw. Cmpnent SharePint 2007 t 2010 Migratin SharePint 2007 t 2013 Migratin SharePint 2010 t 2013 Migratin Site Cllectin Supprted Supprted Supprted Site Supprted Supprted Supprted List Supprted Supprted Supprted Flder Supprted Supprted Supprted Item Supprted Supprted Supprted Web Part List View Supprted Supprted Supprted Business Data Unsupprted Unsupprted Unsupprted Cntent Rllup Supprted Supprted Supprted Media and N/A N/A Supprted Cntent Dashbard Supprted Supprted N/A Filter Unsupprted Unsupprted Supprted Scial N/A N/A Supprted Cllabratin Miscellaneus Supprted Supprted N/A Outlk Web Supprted Supprted Supprted Access Search Supprted Supprted Supprted Site Directry Supprted Supprted N/A Clumn Supprted Supprted Supprted Site Cllectin Recycle Bin Unsupprted Unsupprted Unsupprted Administratin Site Cllectin Supprted Supprted Supprted Features Site Hierarchy Supprted Supprted Supprted Site Cllectin N/A N/A Supprted Navigatin Site Cllectin Supprted Supprted Supprted Audit Settings Audit Lg Unsupprted Unsupprted Supprted Reprts Prtal Site Supprted Supprted Supprted Cnnectin Site Cllectin Supprted Unsupprted Supprted Plicies Strage Metrics N/A N/A Supprted Site Cllectin Cache Prfiles Supprted Supprted Supprted 99
Cmpnent SharePint 2007 t 2010 Migratin SharePint 2007 t 2013 Migratin SharePint 2010 t 2013 Migratin Site Cllectin Supprted Supprted Supprted Object Cache Site Cllectin Supprted Supprted Supprted Output Cache Cntent Type N/A N/A Supprted Publishing Variatins Supprted Supprted Supprted Variatin Labels Supprted Supprted Supprted Variatin Lgs Supprted Unsupprted Supprted Suggested N/A N/A Supprted Cntent Brwser Lcatins SharePint N/A N/A Supprted Designer Settings Help Settings N/A N/A Supprted Site Reginal Settings Supprted Supprted Supprted Administratin Site Usage Unsupprted Unsupprted N/A Reprts RSS Supprted Supprted Supprted Search Visibility Supprted Supprted N/A Site Features Supprted Supprted Supprted Related Links Unsupprted Unsupprted Unsupprted Scpe Settings Site Libraries and Supprted Supprted Supprted Lists User Alerts Supprted Supprted Supprted Sites and Supprted Supprted Supprted Wrkspaces Delete This Site Supprted Supprted Supprted Site Output Supprted Supprted Supprted Cache Cntent and Supprted Supprted Supprted Structure Cntent and Supprted Supprted Supprted Structure Lgs Search and N/A N/A Supprted Offline Availability Term Stre N/A N/A Supprted Management Searchable N/A N/A Supprted Clumns Galleries Site Cntent Types\Default Supprted Supprted Supprted 100
Cmpnent SharePint 2007 t 2010 Migratin SharePint 2007 t 2013 Migratin SharePint 2010 t 2013 Migratin Site Cntent Supprted Supprted Supprted Types\Custm Site Cntent Supprted Supprted Supprted Types\Existing Grup Site Cntent Supprted Supprted Supprted Types\New grup Site Supprted Supprted Supprted Clumns\Default Site Supprted Supprted Supprted Clumns\Existing Grup Site Supprted Supprted Supprted Clumns\New Grup Site Templates Unsupprted Unsupprted N/A List Templates Unsupprted Unsupprted Supprted Web Parts Unsupprted Unsupprted Supprted Wrkflws Unsupprted Unsupprted Supprted Master Pages Supprted Unsupprted Supprted and Page Layuts Lk and Feel Master Unsupprted Unsupprted Unsupprted page\default Master Unsupprted Unsupprted Unsupprted page\custm Master Unsupprted Unsupprted Unsupprted page\inheritance Master Unsupprted Unsupprted Unsupprted page\spd Edit Title, Supprted Supprted Supprted Descriptin, and Icn Navigatin Supprted Supprted Supprted Navigatin Supprted Supprted Supprted Inheritance Tp Link Bar & Supprted Supprted Supprted Quick Launch Page Layuts Supprted Supprted Supprted and Site Templates Welcme Page Supprted Supprted Supprted Tree View Supprted Supprted Supprted Site Unsupprted Unsupprted Unsupprted 101
Cmpnent SharePint 2007 t 2010 Migratin SharePint 2007 t 2013 Migratin SharePint 2010 t 2013 Migratin Theme\Default Site Unsupprted Unsupprted Unsupprted Theme\Custm Save site as Unsupprted Unsupprted Unsupprted Template Reset t Site Supprted Supprted Supprted Definitin Searchable Supprted Supprted N/A Clumns List Prperty General Settings Supprted Supprted Supprted Permissins and Supprted Supprted Supprted Management Cmmunicatins Supprted Supprted Supprted Clumn Settings Supprted Supprted Supprted Cntent Types Supprted Supprted Supprted Views Supprted Supprted Supprted Alerts Supprted Supprted Supprted Check Out Supprted Supprted Supprted Incming E-mail Supprted Supprted Supprted Setting Infrmatin Supprted Supprted Supprted Rights Management SharePint Metadata N/A N/A Supprted Service Service User Prfile N/A N/A Supprted Service Search Service N/A N/A Supprted Wrkflw SharePint Builtin Supprted Supprted Supprted Wrkflw SharePint Supprted Supprted Supprted Designer Wrkflw Nintex Wrkflw Supprted Supprted Supprted *Nte: If yu select the SharePint 2010 site cllectin that is the Cntent Type hub as the surce, and select the SharePint 2013 site cllectin that is the Cntent Type hub as the destinatin t run the migratin jb, the surce published cntent types remain the published status but are nt subscribed successfully. If desired, republish the cntent types manually in the destinatin. 102
Supprted and Unsupprted Elements fr SharePint 2007/2010 t SharePint Online Migratin By default, DcAve SharePint 2007/2010 t SharePint Online Migratin des nt supprt the elements that are nt listed in the table belw. *Nte: Only the wrkflw definitins are supprted fr SharePint Online. Cmpnent SharePint 2007 t SharePint Online(13 experience) Migratin SharePint 2007 t SharePint Online(10 experience) Migratin SharePint 2010 t SharePint Online(13 experience) Migratin SharePint 2010 t SharePint Online (10 experience) Migratin Site Cllectin Supprted Supprted Supprted Supprted Site Supprted Supprted Supprted Supprted List Supprted Supprted Supprted Supprted Flder Supprted Supprted Supprted Supprted Item Supprted Supprted Supprted Supprted Web Part Lists and Supprted Supprted Supprted Supprted Libraries Business Data Unsupprted Unsupprted Supprted Supprted Cntent Rllup Supprted Supprted Supprted Supprted Media and N/A N/A Supprted Supprted Cntent Dashbard Supprted Supprted N/A N/A Scial N/A N/A Supprted Supprted Cllabratin Default (Active publishing feature) Supprted Supprted N/A N/A Filter Unsupprted Unsupprted N/A N/A Miscellaneus Supprted Supprted N/A N/A Outlk Web Supprted Supprted N/A N/A Access Search Supprted Supprted Supprted Supprted Site Directry Supprted Supprted N/A N/A Frms N/A N/A Supprted Supprted Clumn Supprted Supprted Supprted Supprted Site Cllectin Administratin Recycle Bin Unsupprted Unsupprted Supprted Supprted Site Cllectin Supprted Supprted Supprted Supprted Features Site Hierarchy Supprted Supprted Supprted Supprted Site Cllectin Navigatin N/A N/A Supprted Supprted 103
Site Administratin Cmpnent SharePint 2007 t SharePint Online(13 experience) Migratin SharePint 2007 t SharePint Online(10 experience) Migratin SharePint 2010 t SharePint Online(13 experience) Migratin SharePint 2010 t SharePint Online (10 experience) Migratin Site Cllectin Supprted Supprted Unsupprted Unsupprted Audit Settings Audit Lg Unsupprted Unsupprted Unsupprted Unsupprted Reprts Prtal Site Supprted Supprted Supprted Supprted Cnnectin Site Cllectin Unsupprted Unsupprted Supprted Supprted Plicies Strage Metrics N/A N/A Unsupprted Unsupprted Site Cllectin Supprted Supprted Unsupprted Unsupprted Cache Prfiles Site Cllectin Supprted Supprted Unsupprted Unsupprted Object Cache Site Cllectin Supprted Supprted Supprted Supprted Output Cache Cntent Type N/A N/A Supprted Supprted Publishing Variatins Supprted Supprted Supprted Unsupprted Variatin Labels Supprted Supprted Supprted Unsupprted Variatin Lgs Unsupprted Unsupprted Supprted Unsupprted Suggested Cntent Brwser Lcatins N/A N/A Supprted Supprted SharePint N/A N/A Supprted Supprted Designer Settings Help Settings N/A N/A Supprted Supprted Reginal Settings Supprted Supprted Supprted Supprted Site Usage Unsupprted Unsupprted N/A N/A Reprts RSS Supprted Supprted Supprted Supprted Search Visibility Supprted Supprted N/A N/A Site Features Supprted Supprted Supprted Supprted Related Links Unsupprted Supprted Unsupprted Unsupprted Scpe Settings Site Libraries and Supprted Supprted Supprted Supprted Lists User Alerts Supprted Supprted Supprted Supprted Sites and Supprted Supprted Supprted Supprted Wrkspaces Delete This Site Supprted Supprted N/A N/A 104
Galleries Lk and Feel Cmpnent SharePint 2007 t SharePint Online(13 experience) Migratin SharePint 2007 t SharePint Online(10 experience) Migratin SharePint 2010 t SharePint Online(13 experience) Migratin SharePint 2010 t SharePint Online (10 experience) Migratin Site Output Supprted Supprted Supprted Supprted Cache Cntent and Supprted Supprted Supprted Supprted Structure Cntent and Unsupprted Unsupprted Supprted Supprted Structure Lgs Search and N/A N/A Supprted Supprted Offline Availability Term Stre N/A N/A Supprted Supprted Management Searchable Clumns N/A N/A Unsupprted Unsupprted Site Cntent Supprted Supprted Supprted Supprted Types\Default Site Cntent Supprted Supprted Supprted Supprted Types\Custm Site Cntent Supprted Supprted Supprted Supprted Types\Existing Grup Site Cntent Supprted Supprted Supprted Supprted Types\New grup Site Supprted Supprted Supprted Supprted Clumns\Default Site Supprted Supprted Supprted Supprted Clumns\Existing Grup Site Supprted Supprted Supprted Supprted Clumns\New Grup Site Templates Unsupprted Unsupprted Supprted Supprted List Templates Unsupprted Unsupprted Unsupprted Unsupprted Web Parts Unsupprted Unsupprted Unsupprted Unsupprted Wrkflws Unsupprted Unsupprted N/A N/A Master Pages and Page Layuts Unsupprted Unsupprted Supprted Supprted Master Unsupprted Unsupprted Unsupprted Supprted page\default Master Unsupprted Unsupprted Unsupprted Supprted 105
106 Cmpnent page\custm Master page\inheritance Master page\spd Edit Title, Descriptin, and Icn SharePint 2007 t SharePint Online(13 experience) Migratin SharePint 2007 t SharePint Online(10 experience) Migratin SharePint 2010 t SharePint Online(13 experience) Migratin SharePint 2010 t SharePint Online (10 experience) Migratin Unsupprted Unsupprted Unsupprted Supprted Unsupprted Unsupprted Unsupprted Supprted Supprted Supprted Supprted Supprted Navigatin Supprted Supprted Supprted Supprted Navigatin Supprted Supprted Supprted Supprted Inheritance Tp Link Bar & Supprted Supprted Supprted Supprted Quick Launch Page Layuts and Site Templates Supprted Supprted Supprted Supprted Welcme Page Supprted Supprted Supprted Supprted Tree View Supprted Supprted Supprted Supprted Site Unsupprted Unsupprted Unsupprted Unsupprted Theme\Default Site Unsupprted Unsupprted Unsupprted Unsupprted Theme\Custm Save site as Unsupprted Unsupprted N/A N/A Template Reset t Site N/A N/A N/A N/A Definitin Searchable Unsupprted Unsupprted N/A N/A Clumns List Prperty General Settings Supprted Supprted Supprted Supprted Permissins and Supprted Supprted Supprted Supprted Management Cmmunicatins Supprted Supprted Supprted Supprted Clumn Settings Supprted Supprted Supprted Supprted Cntent Types Supprted Supprted Supprted Supprted Views Supprted Supprted Supprted Supprted Alerts Supprted Supprted Supprted Supprted Check Out Supprted Supprted Supprted Supprted Incming E-mail Unsupprted Unsupprted N/A N/A Setting Infrmatin Rights Unsupprted Unsupprted N/A N/A
SharePint Service Wrkflw Cmpnent SharePint 2007 t SharePint Online(13 experience) Migratin SharePint 2007 t SharePint Online(10 experience) Migratin SharePint 2010 t SharePint Online(13 experience) Migratin SharePint 2010 t SharePint Online (10 experience) Migratin Management Metadata N/A N/A Supprted Supprted Service User Prfile N/A N/A Supprted Supprted Service Search Service N/A N/A N/A N/A SharePint Builtin Supprted Supprted Supprted Supprted Wrkflw SharePint Supprted Supprted Supprted Supprted Designer Wrkflw Nintex Wrkflw Unsupprted Unsupprted Unsupprted Unsupprted 107
Ltus Ntes Online Migratins Migrate databases, dcuments, and views frm Ltus Ntes v6.5.5 r abve t Micrsft SharePint 2010 and SharePint 2013. Refer t the sectins belw t use Ltus Ntes Migratr. Pre-migratin Cnfiguratins T use Ltus Ntes Migratr, yu must first cnfigure the Ltus Ntes cnnectin s that the DcAve Agents can cnnect t the Ltus Dmin Servers. In the Hme tab, click Cnfigure Cnnectin n the ribbn. The Ltus Ntes Cnnectin interface appears. Managing Ltus Ntes Cnnectins The Ltus Ntes Cnnectin interface displays any Ltus Ntes cnnectins that yu have previusly created. In this interface, yu can change the number f Ltus Ntes cnnectins displayed per page and the rder in which they are displayed. T change the number f Ltus Ntes cnnectins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the Ltus Ntes cnnectins, click n a clumn heading such as Name, Agent, Ntes.INI File Path, and Last Mdified Time. Yu can custmize hw these cnnectins are displayed in a number f different ways: Search Filters Ltus Ntes cnnectins displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the Ltus Ntes cnnectin yu wish displayed. Yu can select Search all pages r Search current page t define the search scpe. Select all pages means that the cnnectins in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the cnnectins in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click f the clumn yu want t hide, the clumn is hidden. This allws yu t filter Agent. Click f the clumn f Agent, and then check the checkbx next t the Agent name t have that Agent shwn. 108
Perfrm the fllwing actins in the Ltus Ntes Cnnectin interface: Create Click Create n the ribbn t create a new Ltus Ntes cnnectin. Fr details n creating a new Ltus Ntes cnnectin, see Creating and Editing Ltus Ntes Cnnectins. View Details Click View Details n the ribbn and yu will see the previuslycnfigured settings fr this Ltus Ntes cnnectin. Here yu can als click Edit n the ribbn t make changes t the Ltus Ntes cnnectin s settings. Yu will be brught t the Edit Ltus Ntes Cnnectin interface where yu can change this Ltus Ntes cnnectin. Edit Click Edit n the ribbn t change the cnfiguratins fr this Ltus Ntes cnnectin. Fr details n editing cnfiguratins fr a Ltus Ntes cnnectin, see Creating and Editing Ltus Ntes Cnnectins. Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected Ltus Ntes cnnectins, r click Cancel t return t the Ltus Ntes Cnnectin interface withut deleting the selected Ltus Ntes cnnectins. Creating and Editing Ltus Ntes Cnnectins T create a new Ltus Ntes cnnectin, click Create n the ribbn. T mdify a previusly-cnfigured Ltus Ntes cnnectin, select the Ltus Ntes cnnectin, and then click Edit n the ribbn. In the Create Ltus Ntes Cnnectin r Edit Ltus Ntes Cnnectin interface, cnfigure the fllwing settings: 1. Ltus Ntes Cnnectin Name Enter a Name fr the Ltus Ntes cnnectin. Then enter an ptinal Descriptin fr this Ltus Ntes cnnectin fr future references. 2. Cnnectin Cnfigure the fllwing settings t cnnect the Ltus Ntes Dmin Server t the surce DcAve Agent. Agent Select yur desired DcAve Agent installed in Ltus Ntes envirnment frm the drp-dwn list. NOTES.INI file path Ntes.INI files can be fund in the Ltus Ntes server. The default path C:\Prgram Files\ltus\ntes\ntes.ini is entered autmatically. Yu can als enter the path by yurself, but make sure that the path yu enter is the abslute path where Ntes.INI file lcates. User ID file Click here hyperlink which is in the sentence belw NOTES.INI file path t lad the user ID file, then select ne frm the drp-dwn list. Passwrd Enter the passwrd f the user that yu have selected in User ID file. Click the Validatin Test buttn t check the passwrd. 3. Click OK t save the cnfiguratins and return t the Ltus Ntes Cnnectin interface, r click Cancel t return t the Ltus Ntes Cnnectin interface withut saving any changes. 109
Cnfiguring Ltus Ntes Online Migratin Abut Filter Plicies Filter Plicy allws yu t set up filter rules s that yu can cntrl what dcuments within Ltus Ntes databases appear, then yu can target cntent mre precisely. By setting up and saving filter plicies, yu can apply the same filter plicies t different Ltus Ntes migratin plans withut having t recreate them each time. T access Filter Plicy, click Prfile Settings n the ribbn in the Hme tab. On the Prfile Settings page, click Filter Plicy n the ribbn. The Filter Plicy interface displays any Filter plicies that yu have previusly cnfigured. In this interface, yu can change the number f filter plicies displayed per page and the rder in which they are displayed. T change the number f filter plicies displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the filter plicies, click n a clumn heading such as Filter Plicy Name, and Descriptin. Yu can custmize hw these filter plicies are displayed in a number f different ways: Search Filters the filter plicies displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the filter plicy yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the filter plicies in all f the pages whse name and descriptins cntain the keywrds will be displayed; while Search current page means that nly the filter plicies in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Perfrm the fllwing actins in the Filter Plicy interface: Create Click Create n the ribbn t create a new filter plicy. Fr details n creating a new filter plicy, see Creating Filter Plicies. Edit Click Edit n the ribbn t change the cnfiguratins fr this filter plicy. Fr details n editing cnfiguratins fr a filter plicy, see Creating Filter Plicies. Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected filter plicies, r click Cancel t return t the Filter Plicy interface withut deleting the selected filter plicies. 110
Creating Filter Plicies T create a new filter plicy, click Create n the ribbn. T mdify a previusly-cnfigured filter plicy, select the filter plicy, and then click Edit n the ribbn. In the Create Filter Plicy r Edit Filter Plicy interface, cnfigure the fllwing settings: 1. Name Enter a Name fr this filter plicy. 2. Descriptin Enter an ptinal Descriptin fr future references. 3. Filter Rule Filters cntent that yu want t migrate by setting up a set f filter criteria. Fllw the steps belw t set up yur wn filter rules. a. b. Select Time Range r Attachment as the filter criteria. If yu chse Time Range, Ltus Ntes dcuments are filtered accrding t the created time r mdified time. If yu chse Attachment, the attachments within Ltus Ntes dcuments are filtered accrding t the size f attachments. Click Add a Filter Level Grup t add a filter rule. The filter rule cnfiguratin field appears. Fr Time Range Select Created Time r Mdified Time frm the drp-dwn menu. In the Cnditin clumn, select Befre, After, Within, r Older Than. Set up Time Zne and the exact time in the Value clumn. Fr Attachment In the Cnditin clumn, select > = r < =, and then enter yur desired value in the Value clumn. Then chse KB, MB, r GB. c. d. Click t delete the specified criterin r filter level. Yu can change the lgical relatinship between the criterins. Repeat step a and b t add mre filter rules. The lgic ptins And and Or are selectable. By default, the lgic is set t And. If desired, change the lgic t Or by selecting it frm the drp-dwn list. And The cntent which meets all the criterins will be filtered t be included. Or The cntent which meets any ne f the criterins will be filtered t be included. Basic Filter Cnditins View the lgical relatinship f the filter rules in this area. Fr example, if the lgical relatinship is ((1 And 2) Or 3) in the Basic Filter Cnditin area, the cntent that meets bth filter rule 1 and filter rule 2, r that meets the filter rule 3, will be included. 4. Click OK t save the cnfiguratins and return t the Filter Plicy interface, r click Cancel t return t the Filter Plicy interface withut saving any changes. 111
Abut Mapping Settings Befre perfrming a Ltus Ntes migratin jb, yu may want t define ptinal User Mapping, Grup Mapping, and Permissin Mapping. Refer t the fllwing sectins t decide whether t cnfigure the mapping settings, and learn hw t cnfigure the mapping settings. User Mapping Use user mapping if yu wish t map an existing surce nde username t SharePint user in the destinatin. During migratin, Migratr will replace the surce username with yur specified username in the destinatin. T access User Mapping, click Prfile Settings n the ribbn in the Hme tab. Then in the Prfile Settings interface, click Mappings and select User Mapping n the ribbn. The Cntrl Panel appears. Fr specific instructin n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Make sure that the surce username that yu input in the clumn f Surce Username is ne f the fllwing frmats; therwise the user mapping will fail. username/rgname username/rgname/rgname username/rgname/rgname/rgname The rganizatin in Ltus Ntes can be multilevel and here the rgname yu enter can als be multilevel. Grup Mapping Use grup mapping if yu wish t map an existing surce grup name a SharePint grup. During the migratin, Migratr will replace the surce grup name with yur specified grup name in the destinatin nde. T access Grup Mapping, click Prfile Settings n the ribbn in the Hme tab. Then in the Prfile Settings interface, click Mappings and select Grup Mapping n the ribbn. The Cntrl Panel appears. Fr specific instructin n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Abut Permissin Mappings 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. 112
*Nte: If a user mapping and a permissin mapping are cmbined, the permissin f the destinatin user is the merged result f the mapped user s permissin and the mapped permissin. Fr example, there is User A wh has the permissin f Read in the surce Ltus Ntes and User B wh has the permissin f Design in the destinatin SharePint. In User Mapping, yu map User A t User B. In Permissin Mapping, yu map Read t Cntribute. After the migratin jb is finished, the permissin f User B is Design + Cntribute. T access Permissin Mapping, click Prfile Settings n the ribbn in the Hme tab. Then in the Prfile Settings interface, click Mappings and select Permissin Mapping n the ribbn. In the Permissin Mapping interface, any permissin mappings that yu have previusly created are displayed in the main display pane. Managing Permissin Mappings In this interface, yu can change the number f permissin mappings displayed per page and the rder in which they are displayed. T change the number f permissin mappings displayed per page, select the desired number frm the Shw rws drp-dwn list in the lwer right-hand crner. T srt the permissin mappings, click n a clumn heading such as Name and Descriptin. Yu can custmize hw these permissin mappings are displayed in a number f different ways: Search Filters the SharePint Permissin Level displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the SharePint Permissin Level yu wish displayed. Yu can select Search all pages r Search current page t define the search scpe. Select all pages means that the permissin mappings in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the permissin mappings in the current page whse name and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Perfrm ne f the fllwing actins n a selected permissin mapping: Create Click Create n the ribbn t create a new Permissin Mapping. Fr details n creating a new Permissin Mapping, see Cnfiguring Permissin Mappings. View Details Click View Details n the ribbn and yu will see the previuslycnfigured settings fr this permissin mapping. Here yu can als click Edit n the ribbn t make changes t the permissin mapping s settings. Yu will be brught t the Edit Permissin Mapping page where yu can change this permissin mapping. Edit Click Edit n the ribbn t change the cnfiguratin f this permissin mapping. Fr details n editing permissin mapping, see Cnfiguring Permissin Mappings. 113
Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected permissin mappings, r click Cancel t return t the Permissin Mapping withut deleting the selected permissin mappings. Cnfiguring Permissin Mappings T create a new permissin mapping, click Create n the ribbn. T edit a previusly-cnfigured permissin mapping, select the permissin mapping and then click Edit n the ribbn. In the Create r Edit Permissin Mapping interface, cnfigure the fllwing settings: 1. Permissin Mapping Name Enter a Name fr the permissin mapping that yu are abut t create r edit. Then enter an ptinal Descriptin fr this permissin mapping fr future reference. 2. Permissin Mapping Set up the mapping f Ltus Ntes permissins t SharePint permissins. Chse ne previusly-cnfigured SharePint permissin level frm the SharePint Permissin Level drp-dwn list. We d nt recmmend changing the default permissin mapping. If there is n SharePint permissin level meets yur requirements, yu can use the custmized SharePint permissin level by clicking New SharePint Permissin Level frm the drp-dwn list t create a new ne. Fr details n creating a new SharePint permissin level, refer t Abut SharePint Permissin Level. Abut SharePint Permissin Levels Yu can manage SharePint Permissin Levels by creating a new SharePint Permissin Level, viewing details f a previusly-cnfigured SharePint Permissin Level, editing a previusly-cnfigured SharePint Permissin Level, r deleting a previusly-cnfigured SharePint Permissin Level. T access Manage SharePint Permissin Level, click Prfile Settings n the ribbn in the Hme tab. Then in the Prfile Settings interface, click Mappings and select Permissin Mapping n the ribbn. In the Permissin Mapping interface, click Manage SharePint Permissin Level n the ribbn. The Manage SharePint Permissin Level interface displays any permissin levels that yu have previusly created. In this interface, yu can change the number f SharePint Permissin Levels displayed per page and the rder in which they are displayed. T change the number f SharePint Permissin Levels displayed per page, select the desired number frm the Shw rws drp-dwn list in the lwer right-hand crner. T srt the SharePint Permissin Levels, click n a clumn heading such as Name and Descriptin. Yu can custmize hw these SharePint Permissin Levels are displayed in a number f different ways: Search Search allws yu t filter the SharePint Permissin Level displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the SharePint Permissin Level yu wish displayed. Yu can select fr search t Search all pages r Search current page. Nte that the search functin is nt case sensitive. 114
Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Perfrm the fllwing actins in the Manage SharePint Permissin Level page. Create Click Create n the ribbn t create a new SharePint Permissin Level, fr details n creating a new SharePint Permissin Level, see Creating SharePint Permissin Levels. View Details Click View Details n the ribbn and yu will see the previuslycnfigured settings f a custmized permissin level r the default setting f a default SharePint Permissin Level. Edit Click Edit n the ribbn t change the cnfiguratins fr this SharePint Permissin Level. Fr details n editing cnfiguratins fr a SharePint Permissin Level, refer t Creating SharePint Permissin Levels. *Nte: Default SharePint Permissin Levels are displayed as default, including Cntribute, Design, Full Cntrl, Read, and View Only. They are nt editable. Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected SharePint Permissin Levels, r click Cancel t return t the Manage SharePint Permissin Level interface withut deleting the selected SharePint permissin levels. Creating SharePint Permissin Levels T create a new SharePint Permissin Level, click Create n the ribbn. T mdify a previuslycnfigured custmized SharePint Permissin Level, select the SharePint Permissin Level, and then click Edit n the ribbn. In the Create SharePint Permissin Level r Edit SharePint Permissin Level interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Name fr this permissin level that yu are abut t create r edit. Then enter an ptinal Descriptin fr future references. 2. Permissins Chse which permissins t include in this permissin level. Yu can select specified permissins f List Permissins, Site Permissins, and Persnal Permissins by checking the checkbx befre a specified permissin. Check the Select All checkbx t select r clear all permissins. 3. Click OK t save the cnfiguratin and return t the Manage SharePint Permissin Level interface, r click Cancel t return t the Manage SharePint Permissin Level interface withut saving any change. 115
Abut Dynamic Rules Dynamic rules map the Ltus Ntes field names and the crrespnding values t SharePint clumn names and clumn values using the DLL files custmized in C#. T access Dynamic Rule, click Prfile Settings n the ribbn f Hme tab. In the Prfile Settings tab, click Dynamic Rule n the ribbn. In the Dynamic Rule interface, yu will see a list f previusly-cnfigured dynamic rules. In this interface, yu can change the number f dynamic rules displayed per page and the rder in which they are displayed. T change the number f dynamic rules displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the dynamic rules, click n a clumn heading such as Name, Descriptin, DLL File Name, and Last Mdified Time. Custmize hw these dynamic rules are displayed in a number f different ways: Search Filters dynamic rules displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Dynamic Rule viewing pane, enter the keywrd fr the dynamic rules yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the dynamic rules in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the dynamic rules in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Yu may perfrm the fllwing actins t a Dynamic Rule: Create Click Create n the ribbn t create a dynamic rule. Fr detailed n creating a new dynamic rule, see Cnfiguring a Dynamic Rule. View Details Click View Details n the ribbn and yu will see the previuslycnfigured settings fr this dynamic rule. Here yu can als click Edit n the ribbn t make changes t the dynamic rule s settings. Yu will be brught t the Edit dynamic rule page where yu can change this dynamic rule. Edit Click Edit n the ribbn t change the cnfiguratin f this dynamic rule. Fr details n editing dynamic rule, see Cnfiguring a Dynamic Rule. Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected dynamic rule, r click Cancel t return t the dynamic rule withut deleting the selected dynamic rules. 116
Cnfiguring a Dynamic Rule T create a new dynamic rule, click Create n the ribbn. T edit a previusly-cnfigured dynamic rule, select the dynamic rule and then click Edit n the ribbn. In the Create Dynamic Rule interface r Edit Dynamic Rule interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Dynamic Rule Name fr the dynamic rule that yu are abut t create r edit. Then enter an ptinal descriptin fr this dynamic rule fr future reference. 2. Uplad a DLL File Brwse a dynamic rule f DLL file custmized in C# frm the lcal path. A DLL file enables yu t cnfigure yur wn mapping. Click Brwse, and then navigate t the DLL file yu want t use. Select the specified DLL file and then click Open. 3. Click OK t save the cnfiguratin and return t the Dynamic Rule interface. Click Cancel t return t the Dynamic Rule interface withut saving any cnfiguratin r changes. Setting Up Ltus Ntes Online Migratin Prfiles The Online Migratin Prfile allws yu t specify and define numerus settings fr the migratin jbs including Migratin Optins, Filter Optins, Mapping Optins, and Advanced Optins. Fllw the instructins belw t create an Online Migratin Prfile. 1. 2. 3. 4. 5. 6. 7. 8. 9. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. On the Prfile Settings tab, in the Plan Mde grup, ensure Online Mde is highlighted. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a prfile name in the pp-up windw and click OK. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins Sub-Prfile frm the drp-dwn list. Fr details abut this sectin, refer t Migratin Optins. Select the Filter Optins frm the left-hand pane and select a previusly-cnfigured Filter Plicy frm the drp-dwn list. Or click New Filter Plicy frm the drp-dwn list t create a new filter plicy. Fr details n creating a filter plicy, refer t Creating Filter Plicies. Select the Mapping Optins frm the left-hand pane. Select a previusly-cnfigured Mapping Optins Sub-Prfile frm the drp-dwn list. Fr details abut this sectin, refer t Mapping Optins. Select the Advanced Optins frm the left-hand pane and cnfigure the Dynamic Rule, the Character Length Settings and the Illegal Character Replacement Settings. Fr details abut this sectin, refer t Advanced Optins. Click Save t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace existing prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. 117
Migratin Optins Migratin ptins allw yu t cnfigure which cntent settings and security settings can be migrated. Set up a Migratin Optins Sub-Prfile by the fllwing steps. 1. 2. 3. 4. 5. 6. 7. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. Frm the Prfile Settings tab, in the Plan Mde grup, ensure Online Mde is highlighted. Click Migratin Optins n the left-hand pane. In the Sub-prfile grup, click Edit Sub-prfile t make the Migratin Optins field active. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a sub-prfile name in the pp-up windw and click OK. Click the Cntent tab t cnfigure cmmn settings fr this Migratin Optins. Yu can cnfigure the fllwing settings: Dcument Frmat Optin This is used t specify the dcument type that the Ltus Ntes dcument will be cnverted t after the migratin. Check the Cnvert Ltus Ntes dcuments t checkbx and select ne kind f dcument frmat frm the drpdwn list. There are six types which yu can chse t cnvert the Ltus Ntes dcument t: dcx, dc, InfPath, pdf, aspx, and html. If yu chse a library as the destinatin nde, the cnverted dcument will be generated in the library as a file. If yu chse a list as the destinatin nde, the cnverted dcument will be added as an attachment f the item which is generated frm the Ltus Ntes dcument. If d nt select the Cnvert Ltus Ntes dcuments t checkbx, the Ltus Ntes dcument will generate an item nly after the migratin. *Nte: DcAve supprts cnverting Ltus Ntes dcuments t Micrsft Office InfPath. Yu need cnfigure Ntes-InfPath Template and Mapping Generatin by Migratr Tl. If yu select InfPath, make sure that yu have generated the InfPath mapping and publish the InfPath template by Migratr Tl. Categry Optin This is used t classify the items generated frm Ltus Ntes dcuments in a list by putting these items int flders named by specified fields. Check the Migrate Ltus Ntes dcuments int flders named by categry field(s) checkbx. Yu can chse Specify all categry field(s) t migrate dcuments int flders which are named by categry fields f dcuments in Ltus Ntes, r chse Specify categry field(s) myself and enter the categry fields t migrate dcuments int flders which are named by categry fields custmized by yurself. Nte that yu can enter multiple categry fields separated with ;. Item Number Limitatin Limit the number f items in a list r library in SharePint by checking the Create multiple lists/libraries during migratin when the number f list/library items exceeds checkbx. The default number is 5000. Yu can change the number t decide hw many items a list r library can cntain by entering a number by yurself. If yu specify a limit, additinal lists r libraries are created when the number 118
f items in a list r library exceeds yur specified number. 1, 2, 3 will be added as a suffix f additinal lists r libraries name. Image Optin Nrmally if yu select a list as the destinatin, embedded images in Ltus Ntes dcuments are added as attachments f items which are generated frm Ntes dcuments. If yu select a dcument library as the destinatin, embedded images in Ltus Ntes dcuments are migrated t the dcument library, alng with the items which are generated frm Ntes dcuments. T extract the embedded images frm the list r dcument library and cllect them in a picture library in SharePint, check the Extract embedded images int Picture Library checkbx. Ltus Ntes Picture Library is prvided as the default name f the picture library where yu wish the embedded images t be migrated. Yu can als custmize the name by entering a picture library name in the text bx. Link Tracking Optin Select this ptin t prevent brken links. Brken links ccur when the surce DcLinks are migrated t the destinatin, but the bjects that the DcLink pints t are nt migrated t the destinatin. When yu select the Redirect t the Ltus Ntes Link Tracking Page fr the DcLinks pinting t a migrated bject checkbx, the DcLinks that pint t the migrated bjects are directed t the Link Tracking Page, which will redirect t the bjects in SharePint. If this ptin is unselected, the DcLinks that pint t a successfully-migrated bject are directed t the destinatin bject URLs in SharePint. When the DcLinks pint t bjects that are nt migrated t the destinatin, n matter which ptin is selected, the viewer is directed t the Link Tracking Page. *Nte: T select this ptin, make sure that yu have deplyed the LtusNtesLinkTracking Slutin in Cntrl Panel > Slutin Manager. Ltus Ntes Attachment Migratin Optin Places Ltus Ntes dcument attachments in a separated dcument library in SharePint. Check the Migrate attachment t a separated Dcument Library checkbx. Ltus Ntes Attachment Library is prvided as the default name f the destinatin dcument library. Yu can als custmize the name by entering a dcument library name in the text bx. Flder Creatin Optin (Only fr migrating t dcument library) This is used t classify items generated frm Ntes dcuments in a dcument library by putting these items int flders generated by DcAve. Flders are named by the surce subject. Check the Create flder fr the migrated dcuments in destinatin checkbx and the dcument, respnse, and respnse t respnse with the same subject will be migrated int the flder. With this ptin checked, yu can further check Migrate reply dcuments int sub-flder f main tpic checkbx t migrate respnse and respnse t respnse f Ntes dcuments int the sub-flder f the flder named by the subject. Dcument Set Optin (Only fr migrating t dcument library) This ptin allws yu t migrate Ltus Ntes dcuments t SharePint dcument sets. Select the Migrate Ltus Ntes dcuments t SharePint Dcument Set checkbx and the prperty and security f the surce data are kept during the migratin. The attachments within the Ltus Ntes dcuments are migrated t the dcument set within the dcument library and yu can manage the prperty and security in destinatin. 119
8. 9. Default List Template This is used t specify a default list template which will be used as the destinatin list template when yu chse a site cllectin r a site as the destinatin nde. Select a list template frm the Default list template drp-dwn list. Custm List, Dcument Library, Discussin Bard, Cntacts, Calendar and Wiki Page Library are prvided. *Nte: The list that yu saved as template in SharePint is supprted t be used as the default list template. Click the Security tab t cnfigure list permissin inheritance and item permissin inheritance. List Permissin Inheritance Chse whether a list which is migrated frm Ltus Ntes database will inherit its parent site permissin in the destinatin. Chse D nt inherit parent site permissin fr a list t nt inherit permissins f its parent site r chse Inherit parent site permissin fr a list t inherit permissins f its parent site. Item Permissin Inheritance Chse whether an item which is migrated frm Ltus Ntes dcument will inherit its parent list permissin in the destinatin. Chse Inherit parent list permissin fr an item t inherit permissins f its parent list r chse Keep surce inheritance relatinship fr an item t keep the permissin inheritance relatinship in Ltus Ntes. Click Save t save the sub-prfile. Alternatively, click Save As and enter a sub-prfile name t save it as anther prfile. Select Save and replace existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Mapping Optins Mapping ptins allw yu t cnfigure list mapping, cntent type mapping, security mapping, and dynamic mapping. Set up a Mapping Optins Sub-Prfile by the fllwing steps. 1. 2. 3. 4. 5. 6. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings interface appears. Frm the Prfile Settings tab, in the Plan Mde grup, ensure Online Mde is highlighted. Click Mapping Optins n the left-hand panel, and frm the Prfile Settings tab, under the Subprfile grup, click Edit Sub-prfile t make the Mapping Optins field active. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a sub-prfile name in the pp-up windw and click OK. Click the List Mapping tab and cnfigure the fllwing settings t map the Ltus Ntes database t the specified list. a. Click Add a List Mapping and then a mapping entry appears fr yu t cnfigure relevant rules. 120 b. c. Duble-click the text bx under the Ltus Ntes Database Name clumn and enter the name f the Ltus Ntes database that yu wish t map in the text bx. Duble-click the text bx under the SharePint List Name clumn and enter the name f the SharePint list which yu wish the Ltus Ntes database t be mapped t in the
text bx. If the specified list des nt exist in the destinatin, a new list with the specified name will be created autmatically during the migratin. If yu enter an existing list, make sure the list template yu select in step d is the same as that f the existing ne; therwise the migratin jb will fail. d. Select a template fr yur specified SharePint list frm the SharePint List Template drp-dwn list. Custm List, Dcument Library, Discussin Bard, Cntacts, Calendar, and Wiki Page Library are prvided, r enter a specified SharePint list template name r list template ID. *Nte: The list that yu saved as template in SharePint is supprted t be used as the list template. e. f. Repeat the steps abve t add mre mappings. T delete ne r mre previusly-cnfigured list mappings, select them and then click Delete the Selected List Mapping(s). Yu can als click t remve a previuslycnfigured list mapping. 7. Cnfigure the Cntent Type Mapping. Yu can chse t cnfigure cntent type mapping, specify an item title, and cnfigure clumn mapping. Click Cntent Type Mapping n the tab t use the cntent type mapping that is created by the Migratr Tl r t cnfigure the cntent type mapping manually. Chse Use the cntent type mapping generated by the Migratr Tl t autmatically apply the cntent type mapping that yu previusly-created with the Migratr Tl during the migratin. *Nte: If yu chse t use the cntent type mapping generated by the Migratr Tl but have never cnfigured the mapping using the tl, the default cntent type mapping will be autmatically generated fr use during the migratin. T cnfigure the cntent type mapping in this page by yurself, check the Manually cnfigure the cntent type mapping ptin and the Rule appears. Cnfigure the fllwing settings t set up a rule: Cntent Type Mapping This is used t map the Ltus Ntes frm t the specified SharePint cntent type. Enter the name f a Ltus Ntes frm in the clumn f Ltus Ntes Frm and the name f a specified SharePint cntent type n the clumn f SharePint Cntent Type. If the SharePint cntent type des nt exist in the destinatin, a new cntent type with the specified name will be created autmatically during the migratin. If yu enter an existing cntent type in SharePint, yu need t enable Update Cntent Type in cnfiguratin file. On the destinatin DcAve Agent server, navigate t \AvePint\DcAve6\Agent\data\SP2010\LtusNtesMigratin t pen SP2010LtusNtesMigratinWrker.xml with Ntepad and change the value f <CntentTypeCnfig UpdateCntentType= False > t True. 121
Specified Title Specify a field name f a Ltus Ntes dcument as the title f an item in SharePint by checking the Please specify a title checkbx and enter the value in the text bx. Clumn Mapping Specify the SharePint clumn name and SharePint clumn type fr the mapped Ltus Ntes field. Click Add a Clumn Mapping t create a clumn mapping. Enter the name f a Ltus Ntes field in the clumn f Ltus Ntes Field Name and the name f a specified SharePint clumn name in the clumn f SharePint Clumn Name. Then select a SharePint clumn type fr this clumn frm the SharePint Clumn Type drp-dwn list. Repeat the steps by clicking Add a clumn mapping t add mre clumn mappings. T delete ne r mre previusly-cnfigured clumn mappings, select the mappings and then click Delete the Selected Clumn Mapping(s). Yu can als click t remve a previusly-cnfigured clumn mapping. *Nte: If yu select Managed Metadata, it requires yu t specify the term set path, and chse whether t allw multiple values in this clumn. Fr example, in the Term Set Path text bx, System is the grup name; ; is the separatr; Keywrds stands fr the term set. Check the Allw multiple values checkbx t define multiple values fr the clumn. Yu can custmize which separatr will be used t separate multiple values in the text bx. ; is prvided as default. Click beside the Rule 1 tab t add mre rules. 8. Cnfigure the Security Mapping. Click Security Mapping n the tab t chse user mapping, grup mapping, permissin mapping, and cnfigure AD grup mapping. User Mapping Select a previusly-cnfigured user mapping frm the drp-dwn list r click New User Mapping in the drp-dwn list t create a new ne. Fr details n creating a user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Grup Mapping Select a previusly-cnfigured grup mapping frm the drp-dwn list r click New Grup Mapping in the drp-dwn list t map a surce grup t a SharePint grup. Fr details n creating a grup mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. AD Grup Mapping Maps the Ltus Ntes grup t a specified AD grup which exists in the dmain f the SharePint envirnment. Click Add an AD Grup Mapping, then enter the name f the Ltus Ntes grup in the clumn f Ltus Ntes Grup Name and the name f the AD grup in the clumn f AD Grup Name. Repeat the steps by clicking AD Grup Mapping t add mre AD Grup Mappings. T delete a ne r mre previusly-cnfigured AD grup mappings, select the mappings and then click Delete the Selected AD Grup Mapping. Yu can als click t remve a previuslycnfigured AD grup mapping. Permissin Mapping Select a previusly-cnfigured permissin mapping frm the drp-dwn list r click New Permissin Mapping t create a new ne. Fr details n creating a permissin mapping, refer t Cnfiguring Permissin Mappings. Nte that if 122
9. yu d nt cnfigure r select any permissin mapping, the default permissin mapping will be applied during the migratin. Click Save t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Advanced Optins Advanced ptins allw yu t cnfigure the Dynamic Rule, the Character Length Settings and the Illegal Character Replacement Settings. Set up Advanced Optins by the fllwing steps. 1. 2. 3. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings interface appears. Frm the Prfile Settings tab, in the Plan Mde grup, ensure Online Mde is highlighted. Click Advanced Optins n the left-hand pane, and then the Advanced Optins page appears. Yu can cnfigure the fllwing settings: Dynamic Rule Maps the surce Ltus Ntes field names and crrespnding values t SharePint clumn names and clumn values. Select a previusly-created dynamic rule r click New Dynamic Rule t create a new ne. Character Length Settings This is used t set character length limitatins fr flder name, file name, and SharePint URL. Maximum Length f the flder name The default value is 60 and yu can define the value frm 1 t 128. If the flder name exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a flder migrated frm a database is named abcdef in the surce and the value that yu set here is 5. The flder will be named abcde after the migratin. Maximum Length f the file name The default value is 80 and yu can define the value frm 1 t 128. If the file name, including the file extensin, exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a file is named abcdef.txt in the surce and the value that yu set here is 5. The file will be named a.txt after the migratin. Maxim Length f the SharePint URL The default value is 255 and yu can define the value frm 1 t 260. The length f the SharePint URL is calculated frm the first character f the managed path, that is /. When the flder r file s URL exceeds the limitatin, the migratin results are as fllws: If the flder URL exceeds the limitatin, the flder and its cntent will be migrated t its previus level flder till the flder URL des nt exceed the limitatin. If there is a file whse URL exceeds the limitatin within a flder, it will be migrated t its previus level flder till the file URL des nt exceed the limitatin. If the file URL exceeds the limitatin, the file will be migrated t its previus level flder till the file URL d nt exceeds the limitatin. 123
Illegal Character Replacement Settings This is used t replace illegal SharePint characters with valid characters. Yu can mdify and add the illegal character mappings fr grup level, flder level, and file level t the specified characters in SharePint. By default, all illegal characters are replaced with an underline (_).Click Grup Level, Flder Level, r File Level n the tab t enter int each page. T mdify an illegal character mapping, duble-click _ in the clumn f Replace with behind an illegal character and change _ with yur specified character. T add an illegal character mapping, click Add an Illegal Character and then enter yur specified illegal character in the clumn f Illegal character in SharePint and the crrespnding valid character in the clumn f Replace with. Click Add an Illegal Character again and anther illegal character mapping can be created. T delete ne r mre previusly-cnfigured illegal character mappings, select the mappings and click Delete the Selected Illegal Character(s). Yu can als remve a previusly-cnfigured illegal character mapping by clicking. Perfrming a Ltus Ntes Online Migratin An nline Ltus Ntes Migratin migrates cntents, securities, and cnfiguratins frm Ltus Ntes t the SharePint envirnment. T start a Ltus Ntes nline migratin jb, click Online Migratin n the ribbn. T perfrm a Ltus Ntes nline migratin jb, fllw the instructins belw. Select the Surce and Destinatin Ndes 1. Click Select Surce in the Surce pane r in the Actins grup n the ribbn t select the surce. The Select Surce interface appears. Cnfigure the fllwing settings. a. Agent Select yur desired DcAve Agent installed in Ltus Ntes envirnment frm the drp-dwn list. b. c. d. e. f. Cnnectin Select the Ltus Ntes cnnectin that is previusly cnfigured. Dmin Server Select the Dmin server f Ltus Ntes. If yu select Lcal, Lcal Cnfiguratin sectin appears. Lcal Cnfiguratin Enter the server name and address bk name f the Dmin Server t get user infrmatin. System Database Check the Shw system database checkbx t make all databases displayed in the surce tree, including the system database. Filter Optin Chse what yu want t display in the surce tree. By default, Database r view is selected and databases r views f a database in Ltus Ntes will be 124
available fr selectin in the surce tree. If yu want t filter a dcument, respnse r respnse t respnse as the surce nde, select Dcument by Ntes Frmula and enter a frmula in the text bx belw Define a frmula t filter the dcuments. Make sure that the frmula yu enter is in the frmat, fr example, Categries=, readers= Frm= & Categries=! Frm=., &, and! are supprted in the criteria rule. stands fr r. & stands fr and.! stands fr nt. g. h. i. Click OK t cmplete cnfiguratin f selecting surce. T change the surce, click Change Surce in the surce pane r in the Actins grup n the ribbn. Then repeat the steps described abve. Select the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name f the nde (fr example, database, view and item) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. Select the surce nde by checking the crrespnding checkbx. *Nte: Fr detailed infrmatin abut what kinds f surce cntents are supprted and unsupprted in the migratin, refer t Supprted and Unsupprted Elements in Ltus Ntes Migratr and Supprted and Unsupprted Ltus Ntes Dcument Elements. 2. In the Destinatin pane, click the farm name t expand the data tree. T select the destinatin nde: *Nte: Make sure that yu have cnfigured the migratin database; therwise the destinatin farm is unavailable. Fr details n cnfiguring a migratin database, refer t Cnfiguring Migratin Databases. a. b. Find the nde which yu wish t migrate the surce data t. If wrking with a large envirnment, enter the keywrd f the nde (fr example, site URL, site title, r site/list/flder name) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. 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. 125
3. There are tw methds t saving and/r running this jb: Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw interface appears. Fr mre infrmatin n hw t cnfigure the Run Nw interface, refer t Cnfiguring the Run Nw Interface. Click Save As New Plan, and then yu are brught t the Save As New Plan interface. Fr mre infrmatin n hw t cnfigure the Save As New Plan interface, refer t Cnfiguring the Save As New Plan Interface. Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the fllwing settings t perfrm a migratin jb immediately: 1. 2. 3. 4. 5. 6. Cnflict Reslutin Specify the cnflict reslutin when the item name in the Ltus Ntes cnflicts with an existing item in the SharePint. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge required yu t check the lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f the cntent level cnflict reslutin ptinal. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. Prfile Selectin Cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list. Ltus Ntes Migratin prvides yu a default main prfile named Default Prfile. Migratin Database Check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Ensure that the database is available; therwise the migratin jb will fail. Ntificatin Select the e-mail ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t be migrated and yu select the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Click OK t run the jb immediately r click Cancel t return t the Hme page f Online Migratin. 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 Cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list t apply the migratin settings t the migratin jb. Ltus Ntes Migratin prvides yu a default main prfile named Default Prfile. 126
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 the Dmin Admin, Ltus Ntes, Dmin Designer, r Migratr Tl is being used while the jb is running, the jb may fail. Ensure that nne are being used while the jb is running. 4. Schedule Settings (this sectin nly appears when yu chse Cnfigure the schedule myself) Click Add Schedule t create a new schedule. Fr details abut cnfiguring a schedule, refer t Cnfiguring the Add Schedule Interface. T preview a cnfigured schedule, select the schedule and click Calendar View t view it in a calendar. Yu can delete a previuslycnfigured schedule by clicking behind a crrespnding schedule. 5. Ntificatin Select the e-mail ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide when a certain triggering event ccurs. 6. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. 7. Migratin Database Check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Ensure that the database is available; therwise the migratin jb will fail. 8. When finished cnfiguring the plan, select ne f the fllwing ptins: Click Save t save the plan yu have cnfigured. The Plan Manager interface appears. Fr mre infrmatin, refer t Managing Plans. Click the triangle next t Save, then select Save and Run Nw t save the plan and execute it right nw. The Run Nw interface appears. Cnfigure the fllwing settings: Optins Select a type f migratin fr this migratin jb. Full migratin Chse this ptin t migrate all cntents frm the surce nde t the destinatin nde accrding t the prfile. Incremental migratin Chse this ptin t nly migrate the surce nde cntent that has been mdified since the last migratin jb and the cntent that failed t be migrated in the last migratin jb. Cnflict Reslutin Specify the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. If yu select Incremental migratin in Optins and d nt select Skip as Cntent Level 127
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. 9. Click OK t run the nline migratin jb. Cnfiguring the Add Schedule Interface In the Add Schedule interface, cnfigure the fllwing settings t add a schedule: 1. Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t migrate all cntents frm the surce nde t the destinatin nde accrding t the prfile. Chse Incremental migratin t nly migrate the surce nde cntent that has been mdified (Add and Mdify) since the last migratin jb and the cntent that failed t be migrated in the last migratin jb. 2. Cnflict Reslutin Specify the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure cntent level cnflict reslutin. Skip prvides the cnfiguratin f the Cntent Level reslutin ptinal. If yu select Incremental migratin in Optins and d nt select Skip as Cntent Level cnflict reslutin, yu can als chse whether t remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. 3. Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. 4. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. 5. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t be migrated and yu have selected the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. 128
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. 129
Ltus Ntes Offline Migratins Refer t the sectins belw t use Ltus Ntes Migratr. Cnfiguring a Ltus Ntes Offline Migratin Setting Up an Exprt Prfile Create an Exprt Prfile t cnfigure Ltus Ntes Migratr filter ptins and mapping ptins. 1. 2. 3. 4. 5. 6. 4. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. In Plan Mde grup, click Exprt Mde. In the Prfile/Sub-prfile grup, click New. Enter a prfile name in the pp-up windw and click OK. Click Filter Optins n the left-hand pane. Select a previusly-cnfigured filter plicy frm the drp-dwn list r click New Filter Plicy t create a filter plicy. Fr details n creating a filter plicy, refer t the DcAve 6 Cntrl Panel Reference Guide. Select the Mapping Optins. Fr details abut this sectin, refer t Mapping Optins. It may differ in the type f mappings. Click Save beside Main Prfile name t save the cnfiguratin f the main prfile, r click Cancel t g back t the default Prfile Settings page withut saving any change. Setting Up an Imprt Prfile Create an Imprt Prfile t cnfigure Ltus Ntes Migratr migratin ptins, mapping ptins, and ther custmized settings. 1. 2. 3. 4. 5. 6. 7. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. In Plan Mde grup, click Exprt Mde. In the Prfile/Sub-prfile grup, click New. Enter a prfile name in the pp-up windw and click OK. Click Migratin Optins n the left-hand pane. Fr details n cnfiguring a sub-prfile f Migratin Optins, refer t Migratin Optins. Select Mapping Optins. Fr details abut this sectin, refer t Mapping Optins. Click Advanced Optins n the left-hand pane, and then the Advanced Optins page appears. Fr details n cnfiguring Advanced Optins, refer t Advanced Optins. 130
5. Click Save beside Main Prfile name t save the cnfiguratin f the main prfile, r click Cancel t g back t the default Prfile Settings page withut saving any change. Perfrming a Ltus Ntes Offline Migratin An ffline Ltus Ntes Migratin migrate cntent frm an ffline surce t an ffline destinatin. The prcess includes setting up an exprt lcatin fr exprt mde, exprting the data t the exprt lcatin, setting up an exprt lcatin fr imprt mde, and then imprting the data t the destinatin lcatin. Exprt The fllwing instructins describe hw t exprt data t the exprt lcatin in rder t perfrm an ffline migratin jb. 1. 2. Frm the Hme tab, in the Plan grup, click Exprt. Click Select Surce in the Surce pane r in the Actins grup n the ribbn t select the surce data. The Select Surce interface pps up. Cnfigure the fllwing settings. a. Agent Select yur desired DcAve Agent installed in Ltus Ntes envirnment frm the drp-dwn list. b. c. d. e. f. g. h. Cnnectin Select the Ltus Ntes cnnectin that is previusly cnfigured. Dmin Server Select the Dmin server f Ltus Ntes. If yu select Lcal, Lcal Cnfiguratin sectin appears. Lcal Cnfiguratin Enter the server name and address bk name f the Dmin server t get user infrmatin. System Database Check the Shw system database checkbx t make all database displayed in the surce tree, including the system database. Filter Optin Chse what yu want t display in the surce tree. By default, Database r view is selected and databases r views f a database in Ltus Ntes will be available fr selectin in the surce tree. If yu want t filter a dcument as the surce nde, select Dcument by Ntes Frmula and enter a frmula in the text bx belw Define a frmula t filter the dcuments. Make sure that the frmula yu enter is in the frmat, fr example, Categries=, readers= Frm= & Categries=! Frm=., &, and! are supprted in the criteria rule. stands fr r. & stands fr and.! stands fr nt. Click OK t cmplete cnfiguratin f selecting surce. T change the surce, click Change Surce in the surce pane r in the Actins grup n the ribbn. Then repeat the steps described abve. Select the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name f the nde (fr example, database, view r item) int the Input 131
Keywrd text bx t search fr the desired nde. Yu can nly search ut the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search ut. When entering the keywrd, the search result will be displayed with a little time. i. Select the surce nde by checking the crrespnding checkbx. 3. 4. *Nte: Fr detailed infrmatin abut what kinds f surce cntents are supprted and unsupprted in the migratin, refer t Supprted and Unsupprted Elements in Ltus Ntes Migratr and Supprted and Unsupprted Ltus Ntes Dcument Elements. In the Destinatin pane, select a previusly-cnfigured exprt lcatin frm the drp-dwn list r click New Exprt Lcatin t create a new ne. Fr details n creating an exprt lcatin fr exprt mde, refer t Abut Exprt Lcatins (Offline Jbs Only). Click Save As New Plan t save the settings as a new plan. T cnfigure the Save As New Plan interface, refer t Cnfiguring the Save As New Plan Interface. Cnfiguring the Save As New Plan Interface In the Save As New Plan interface, cnfigure the fllwing settings t build a migratin plan: 1. 2. 3. 4. 5. Plan Name Enter a name fr the plan that yu are abut t create. Then enter an ptinal Descriptin fr future references. Prfile Selectin Cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list t apply the migratin settings t the migratin jb. Ltus Ntes Migratin prvides yu a default main prfile named Default Prfile. Schedule Selectin Select ne type f schedule t run the plan. N schedule Select this ptin t run the plan manually. Cnfigure the schedule myself Select this ptin and the Schedule Settings sectin appears under Schedule Selectin. *Nte: If any f the Dmin Admin, Ltus Ntes, Dmin Designer, and AvePint Migratr Tl is being used while the jb is running, the jb may fail. Make sure nne f them is being used while the jb is running. Schedule Settings (This sectin nly appears when yu chse Cnfigure the schedule myself) Click Add Schedule t create a new schedule. Fr details abut cnfiguring a schedule, refer t Cnfiguring the Add Schedule Interface. T preview a cnfigured schedule, select the schedule and click Calendar View t view it in a calendar. Yu can delete a previusly-cnfigured schedule by clicking behind a crrespnding schedule. Ntificatin Select the e-mail Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. 132
6. 7. 8. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. When finished cnfiguring the plan, select ne f the fllwing ptins: Click Save t save the plan yu have cnfigured. The Plan Manager interface appears. Fr mre infrmatin, refer t Managing Plans. Click the triangle next t Save, then select Save and Run Nw t save the plan and execute it right nw. The Run Nw interface appears. Cnfigure the fllwing settings. Click OK t run the exprt jb. Optins Select a type f migratin fr this migratin jb. Full migratin Chse this ptin t exprt all cntents frm the surce nde t the exprt lcatin accrding t the prfile. Incremental migratin Chse this ptin t nly exprt the surce nde cntent that has been mdified (Add and Mdify) f since the last migratin jb and the cntent that failed t be migrated in the last migratin jb. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t migrate and yu select the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Cnfiguring the Add Schedule Interface In the Add Schedule interface, cnfigure the fllwing settings t add a schedule: 1. 2. 3. Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t migrate all cntents frm the surce nde t the exprt lcatin accrding t the prfile. Chse Incremental migratin t nly exprt the surce nde cntent that has been mdified (Add and Mdify) since the last migratin jb and the cntent that failed t be migrated in the last migratin jb. Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. 133
End by Set up the time t end the recurrence f plans. 4. 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. Click OK t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. Imprt The fllwing instructins describe hw t imprt data frm the exprt lcatin t SharePint in rder t perfrm an ffline migratin jb. 1. 2. 3. Frm the Hme tab, in the Plan grup, click Imprt. In the Surce pane, n the Brwse tab, click the farm that yu have cnfigured in Exprt Lcatin fr Imprt Mde and the Imprt Mde Exprt Lcatin is laded. Click the exprt lcatin t lad the Ltus Ntes Exprted Data flder in the UNC path. Then select the exprted data which is named by the plan name. T see details f the exprted data in the surce tree, click the Details tab. *Nte: If yu cannt find the data yu wish t imprt in the surce, click Exprt Lcatin t specify the lcatin where yu have stred the data. In the Destinatin pane, click the farm name t expand the data tree. Select the destinatin nde: a. Lcate the nde int which the exprted data will be imprted. If wrking with a large envirnment, enter the keywrd f the nde int the Input Keywrd text bx t search fr the desired nde. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. b. 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. Cnfiguring the Save As New Plan Interface In the Save As New Plan interface, cnfigure the fllwing settings t build up a migratin plan: 134 1. 2. Plan Name Enter a name fr the plan that yu are abut t create. Then enter an ptinal Descriptin fr future references. Prfile Selectin Cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list t
apply the migratin settings t the migratin jb. Ltus Ntes Migratin prvides yu a default main prfile named Default Prfile. 3. 4. 5. 6. 7. 8. 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. *Nte: If any f the Dmin Admin, Ltus Ntes, Dmin Designer, and Migratr Tl is being used while the jb is running, the jb may fail. Make sure nne f them is being used while the jb is running. Schedule Settings (This sectin nly appears when yu chse Cnfigure the schedule myself) Click Add Schedule t create a new schedule. Fr details abut cnfiguring a schedule, refer t Cnfiguring the Add Schedule Interface. T preview a cnfigured schedule, select the schedule and click Calendar View t view it in a calendar. Yu can delete a previuslycnfigured schedule by clicking behind a crrespnding schedule. Ntificatin Select the e-mail ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grup(s) r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Ensure that the database is available; therwise the migratin jb will fail. When finished cnfiguring the plan, select ne f the fllwing ptins: Click Save t save the plan yu have cnfigured. The Plan Manager interface appears. Fr mre infrmatin, refer t Managing Plans. Click the triangle next t Save, then select Save and Run Nw t save the plan and execute it right away. The Run Nw interface appears. Cnfigure the fllwing settings. Optins Select a type f migratin fr the imprt jb. Full migratin Chse this ptin t imprt all cntents frm the exprt lcatin t the destinatin nde accrding t the prfile. Incremental migratin Chse this ptin t nly imprt the exprt lcatin cntent that has been mdified (Add and Mdify) since the last migratin jb and the cntent that failed t migrate in the last migratin jb. Cnflict Reslutin Specify the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t 135
9. check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t migrate and yu select the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Click OK t run the imprt jb. Cnfiguring the Add Schedule Interface In the Add Schedule interface, cnfigure the fllwing settings t add a schedule: 1. 2. 3. 4. 5. 6. Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t imprt all cntents frm the exprt lcatin t the destinatin nde accrding t the prfile. Chse Incremental migratin t nly imprt the mdified cntent (Add and Mdify) frm the exprt lcatin since the last migratin jb. Cnflict Reslutin Specify the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check Check lwer bjects fr cnflicts, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Ltus Ntes migratin jb status. If the cntent metadata r security fails t migrate and yu select the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Click OK t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. 136
Supprted and Unsupprted Elements in Ltus Ntes Migratr The fllwing table lists the current supprted and unsupprted elements fr Ltus Ntes Migratr. By default, DcAve Ltus Ntes Migratr des nt supprt the elements that are nt listed in the table belw. Database in Ltus Ntes Frm in Ltus Ntes Supprted Site Template in SharePint Supprted List in SharePint Database Library Database Unsupprted Unsupprted Librarian Design Synpsis Synpsis Unsupprted Unsupprted Discussin-Ntes&Web Main Tpic Team Site Custm List Respnse Respnse t Respnse Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Dc Library-Ntes&Web Dcument Team Site Custm List Respnse Dcument Library Respnse t Respnse Discussin Bard Cntacts Calendar Wiki Page Library DOLS Restre Template DOLS Resurce Unsupprted Unsupprted Database Dmin Web Access Redirect Server Unsupprted Unsupprted UI Applicatin Dmin Web Access Mem Team Site Custm List Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Extended Mail Mem Team Site Custm List Junk mail Dcument Library Rules Discussin Bard Statinery Cntacts Calendar Wiki Page Library intes Web Access Mem Team Site Custm List Rules Dcument Library Statinery Discussin Bard 137
Database in Ltus Ntes Frm in Ltus Ntes Supprted Site Template in SharePint Supprted List in SharePint Cntacts Calendar Wiki Page Library Ltus SmartSuite Library Dcument Team Site Custm List Ltus SmartSuite Dcument Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Mail Mem Team Site Custm List Junk mail Dcument Library Rules Discussin Bard Statinery Cntacts Calendar Wiki Page Library Micrsft Office Library Dcument Team Site Custm List MS Office Dcument Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library Persnal Address Bk Cntacts Team Site Cntacts Cntacts by Categry Unsupprted Unsupprted Grups Birthday & Anniversaries Accunt Certificates Cnnectins Internatinal MIME Lcatins Persnal Jurnal Jurnal Entry Team Site Custm List Dcument Library Discussin Bard Cntacts Calendar Wiki Page Library TeamRm Team member Unsupprted Unsupprted Subteam Event Newsletter prfile Dcument Team Site Custm List Respnse Respnse t Respnse Dcument Library Discussin Bard 138
Database in Ltus Ntes Frm in Ltus Ntes Supprted Site Template in SharePint Individual status reprt Annuncement Team status Supprted List in SharePint Cntacts Calendar Wiki Page Library 139
Supprted and Unsupprted Ltus Ntes Dcument Elements The fllwing table lists the current supprted and unsupprted Ltus Ntes Dcument elements. By default, 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 Limitatin Page Break Supprted Hrizntal Rule Supprted Sectin Supprted Table Supprted Picture Supprted Attachment Supprted Link Htspt Supprted Text Pp-up Supprted Script element and cde event are unsupprted. Buttn Unsupprted Actin Htspt Unsupprted OLE Object/Active X Supprted Supprt Micrsft Office 1995-2007 Wrd/Excel/PwerPint Email 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 HTML Cntrl Check Bx Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. HTML Cntrl Text Bx Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. HTML Cntrl Radi Bx Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. 140
HTML Cntrl Cmb Bx Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. HTML Cntrl List Bx Supprted Only keep frmat and cntent. The thers, such as relatinship, script, and event are unsupprted. Dcment Link/View Supprted Link/Database Link Anchr Link Unsupprted Cmputed Text Supprted Tabbed Table Supprted List Supprted 141
Quickr Migratin Migrate places, rms, flders, and pages frm Quickr v6.5.1 r abve t Micrsft SharePint 2010 and SharePint 2013. Refer t the sectins belw t use Quickr Migratr. Pre-migratin Cnfiguratins T use Quickr Migratr, yu must first cnfigure the Quickr Migratin cnnectin s that the DcAve Agent(s) can cnnect t the Quickr Server(s). In the Hme tab, click Cnfigure Cnnectin n the ribbn. The Quickr Cnnectin interface appears. Managing Quickr Cnnectins The Quickr Cnnectin interface displays any Quickr cnnectins that yu have previusly created. In this interface, yu can change the number f Quickr cnnectins displayed per page and the rder in which they are displayed. T change the number f Quickr cnnectins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the Quickr cnnectins, click n a clumn heading such as Name, Agent, Ntes.INI File Path, and Last Mdified Time. Yu can custmize hw these cnnectins are displayed in a number f different ways: Search Allws yu t filter Quickr cnnectins displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the Quickr cnnectin yu wish displayed. Yu can select Search all pages r Search current page t define the search scpe. Select all pages means that the cnnectins in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the cnnectins in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click f the clumn yu want t hide, the clumn is hidden. This allws yu t filter Agent. Click f the clumn f Agent, and then check the checkbx next t the Agent name t have that Agent shwn. Perfrm the fllwing actins in the Quickr Cnnectin interface: Create Click Create n the ribbn t create a new Quickr cnnectin. Fr details n creating a new Quickr cnnectin, see Creating and Editing Quickr Cnnectins. 142
View Details Click View Details n the ribbn and yu will see the previuslycnfigured settings fr this Quickr cnnectin. Here yu can als click Edit n the ribbn t make changes t the Quickr cnnectin s settings. Yu will be brught t the Edit Quickr Cnnectin interface where yu can change this Quickr cnnectin. Edit Click Edit n the ribbn t change the cnfiguratins fr this Quickr cnnectins. Fr details n editing cnfiguratins fr a Quickr cnnectin, see Creating and Editing Quickr Cnnectins. Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected Quickr cnnectins, r click Cancel t return t the Quickr Cnnectin interface withut deleting the selected Quickr cnnectins. Creating and Editing Quickr Cnnectins T create a new Quickr cnnectin, click Create in the ribbn. T mdify a previusly-cnfigured Quickr cnnectin, select the Quickr cnnectin, and then click Edit n the ribbn. In the Create Quickr Cnnectin r Edit Quickr Cnnectin interface, cnfigure the fllwing settings. 1. 2. Quickr Cnnectin Name Enter a name fr the Quickr cnnectin. Then enter an ptinal descriptin fr this Quickr cnnectin fr future references. Cnnectin Cnfigure the fllwing settings t cnnect the Quickr Server t the surce DcAve Agent. a. Agent Select yur desired DcAve Agent installed in Quickr envirnment frm the drp-dwn list. b. c. d. e. NOTES.INI cnfiguratin file path NOTES.INI file can be fund in the Quickr server. The default path C:\Prgram Files\ltus\ntes\ntes.ini is entered autmatically. Yu can als enter the path by yurself, but make sure that the path yu enter is the abslute path where NOTES.INI file lcates. User ID file Click here link which is in the sentence belw NOTES.INI cnfiguratin file path t lad the user ID file, then select ne frm the drp-dwn list. Passwrd Enter the passwrd f the user that yu have selected in User ID file. Quickr Versin Select the versin f yur Quickr frm the drp-dwn list. Click the Validatin Test buttn t check the passwrd. 3. Click OK t save the cnfiguratins and return t the Quickr Cnnectin interface, r click Cancel t return t the Quickr Cnnectin interface withut saving any changes. 143
Cnfiguring Quickr Migratin Abut Filter Plicies Filter Plicy allws yu t set up filter rules s that yu can cntrl what pages within Quickr appear, then yu can target cntent mre precisely. By setting up and saving filter plicies, yu can apply the same filter plicies t different Quickr migratin plans withut having t recreate them each time. T access Filter Plicy, click Prfile Settings n the ribbn in the Hme tab. On the Prfile Settings page, click Filter Plicy n the ribbn. The Filter Plicy interface displays any filter plicies that yu have previusly cnfigured. In this interface, yu can change the number f filter plicies displayed per page and the rder in which they are displayed. T change the number f filter plicies displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the filter plicies, click n a clumn heading such as Filter Plicy Name, and Descriptin. Yu can custmize hw these filter plicies are displayed in a number f different ways: Search Allws yu t filter the filter plicies displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the filter plicy yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the filter plicies in all f the pages whse name and descriptins cntain the keywrds will be displayed; while Search current page means that nly the filter plicies in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Perfrm the fllwing actins in the Filter Plicy interface: Create Click Create n the ribbn t create a new filter plicy. Fr details n creating a new filter plicy, see Creating and Editing Filter Plicies. View Click View n the ribbn t view detailed settings f a selected filter plicy. Edit Click Edit n the ribbn t change the cnfiguratins fr this filter plicy. Fr details n editing cnfiguratins fr a filter plicy, see Creating and Editing Filter Plicies. Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected filter plicies, r 144
click Cancel t return t the Filter Plicy interface 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 previusly-cnfigured filter plicy, select the filter plicy, and then click Edit n the ribbn. In the Create Filter Plicy r Edit Filter Plicy interface, cnfigure the fllwing settings: 1. 2. 3. Name Enter a Name fr this filter plicy. Descriptin Enter an ptinal Descriptin fr future references. Filter Rule A filter rule allws yu t filter pages that yu want t migrate by setting up a set f filter criteria. Fllw the steps belw t set up yur wn filter rules. a. Click Add a Filter Level Grup t create a Time Range filter level. The default rule is Created Time and yu can select Mdified Time frm the drp-dwn list. b. c. d. In the Cnditin clumn, time cnditin can be selected frm Befre, After, Within, and Older Than. Set up Time Zne and the exact time in the Value clumn. Click t delete the specified filter rule. Yu can change the lgical relatinship between filter rules. Repeat step a and step b t add mre filter rules. There are tw lgics currently. And and Or. By default, the lgic is set t And. If desired, change the lgic t Or by selecting it frm the drp-dwn list. And The cntent which meets all the filter rules will be filtered t be included. Or The cntent which meets any ne f the filter rules will be filtered t be included. Basic Filter Cnditins View the lgical relatinship f the filter rules in this area. 4. Click OK t save the cnfiguratins and return t the Filter Plicy interface, r click Cancel t return t the Filter Plicy interface withut saving any changes. Abut Mapping Settings Befre perfrming a Quickr migratin jb, yu may want t define ptinal User Mapping, Grup Mapping, Permissin Mapping, and Dynamic Mapping. Refer t the fllwing sectins t decide whether t cnfigure the mapping settings, and learn hw t cnfigure the mapping settings. 145
User Mapping Use user mapping if yu wish t map an existing surce nde username t SharePint user in the destinatin. During migratin, Migratr will replace the surce username with yur specified username in the destinatin. T access User Mapping, click Prfile Settings n the ribbn in the Hme tab. Then in the Prfile Settings interface, click Mappings and select User Mapping n the ribbn. The Cntrl Panel appears. Fr specific instructin n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Make sure that the surce username that yu input in the clumn f Surce Username is ne f the fllwing frmats; therwise the user mapping will fail. 146 Frmat ne: username Frmat tw: username/rgname username/rgname/rgname username/rgname/rgname/rgname The rganizatin in Quickr can be multilevel and here the rgname yu enter can als be multilevel. Grup Mapping Use grup mapping if yu wish t map an existing surce grup name a SharePint grup. During the migratin, Migratr will replace the surce grup name with yur specified grup name in the destinatin nde. T access Grup Mapping, click Prfile Settings n the ribbn in the Hme tab. Then in the Prfile Settings interface, click Mappings and select Grup Mapping n the ribbn. The Cntrl Panel appears. Fr specific instructin n setting up grup mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Abut Permissin Mappings 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. T access Permissin Mapping, click Prfile Settings n the ribbn in the Hme tab. Then in the Prfile Settings interface, click Mappings and select Permissin Mapping n the ribbn. In the Permissin
Mapping interface, any permissin mappings that yu have previusly created are displayed in the main display pane. Managing Permissin Mappings In this interface, yu can change the number f permissin mappings displayed per page and the rder in which they are displayed. T change the number f permissin mappings displayed per page, select the desired number frm the Shw rws drp-dwn list in the lwer right-hand crner. T srt the permissin mappings, click n a clumn heading such as Name and Descriptin. Yu can custmize hw these permissin mappings are displayed in a number f different ways: Search Allws yu t filter the SharePint Permissin Level displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the SharePint Permissin Level yu wish displayed. Yu can select Search all pages r Search current page t define the search scpe. Select all pages means that the permissin mappings in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the permissin mappings in the current page whse name and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Perfrm ne f the fllwing actins n a selected permissin mapping: Create Click Create n the ribbn t create a new Permissin Mapping. Fr details n creating a new Permissin Mapping, see Cnfiguring Permissin Mappings. View Details Click View Details n the ribbn and yu will see the previuslycnfigured settings fr this permissin mapping. Here yu can als click Edit n the ribbn t make changes t the permissin mapping s settings. Yu will be brught t the Edit Permissin Mapping page where yu can change this permissin mapping. Edit Click Edit n the ribbn t change the cnfiguratin f this permissin mapping. Fr details n editing permissin mapping, see Cnfiguring Permissin Mappings. Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected permissin mappings, r click Cancel t return t the Permissin Mapping withut deleting the selected permissin mappings. Cnfiguring Permissin Mappings T create a new permissin mapping, click Create n the ribbn. T edit a previusly-cnfigured permissin mapping, select the permissin mapping and then click Edit n the ribbn. 147
In the Create r Edit Permissin Mapping interface, cnfigure the fllwing settings: Permissin Mapping Name Enter a Name fr the permissin mapping that yu are abut t create r edit. Then enter an ptinal Descriptin fr this permissin mapping fr future reference. Permissin Mapping Set up the mapping f Quickr permissins t SharePint permissins. Chse a default r previusly-cnfigured SharePint permissin level frm the SharePint Permissin Level drp-dwn list. We d nt recmmend changing the default permissin mapping. If there is n SharePint permissin level meets yur requirements, yu can use the custmized SharePint permissin level by clicking New SharePint Permissin Level frm the drp-dwn list t create a new ne. Fr details n creating a new SharePint permissin level, refer t Abut SharePint Permissin Levels. Abut SharePint Permissin Levels Yu can manage SharePint Permissin Levels by creating a new SharePint Permissin Level, viewing details f a previusly-cnfigured SharePint Permissin Level, editing a previusly-cnfigured SharePint Permissin Level, r deleting a previusly-cnfigured SharePint Permissin Level. T access Manage SharePint Permissin Level, click Prfile Settings n the ribbn in the Hme tab. Then in the Prfile Settings interface, click Mappings and select Permissin Mapping n the ribbn. In the Permissin Mapping interface, click Manage SharePint Permissin Level n the ribbn. The Manage SharePint Permissin Level interface displays any permissin levels that yu have previusly created. In this interface, yu can change the number f SharePint Permissin Levels displayed per page and the rder in which they are displayed. T change the number f SharePint Permissin Levels displayed per page, select the desired number frm the Shw rws drp-dwn list in the lwer right-hand crner. T srt the SharePint Permissin Levels, click n a clumn heading such as Name and Descriptin. Yu can custmize hw these SharePint Permissin Levels are displayed in a number f different ways: Search Search allws yu t filter the SharePint Permissin Level displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the SharePint Permissin Level yu wish displayed. Yu can select fr search t Search all pages r Search current page. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Perfrm the fllwing actins in the Manage SharePint Permissin Level page. 148
Create Click Create n the ribbn t create a new SharePint Permissin Level, fr details n creating a new SharePint Permissin Level, see Creating SharePint Permissin Levels. View Details Click View Details n the ribbn and yu will see the previuslycnfigured settings f a custmized permissin level r the default setting f a default SharePint Permissin Level. Edit Click Edit n the ribbn t change the cnfiguratins fr this SharePint Permissin Level. Fr details n editing cnfiguratins fr a SharePint Permissin Level, refer t Creating SharePint Permissin Levels. *Nte: Default SharePint Permissin Levels are displayed as default, including Cntribute, Design, Full Cntrl, Read, and View Only. They are nt editable. Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected SharePint permissin levels, r click Cancel t return t the Manage SharePint Permissin Level interface withut deleting the selected SharePint permissin levels. Creating SharePint Permissin Levels T create a new SharePint Permissin Level, click Create n the ribbn. T mdify a previuslycnfigured custmized SharePint Permissin Level, select the SharePint Permissin Level, and then click Edit n the ribbn. In the Create SharePint Permissin Level r Edit SharePint Permissin Level interface, cnfigure the fllwing settings: 6. 7. 8. Name and Descriptin Enter a Name fr this permissin level that yu are abut t create r edit. Then enter an ptinal Descriptin fr future references. Permissins Chse which permissins t include in this permissin level. Yu can select specified permissins f List Permissins, Site Permissins, and Persnal Permissins by selecting the checkbx befre a specified permissin. Select the Select All checkbx t select r clear all permissins. Click OK t save the cnfiguratin and return t the Manage SharePint Permissin Level interface, r click Cancel t return t the Manage SharePint Permissin Level interface withut saving any change. Abut Dynamic Rules Dynamic rule maps the Quickr field names and the crrespnding values t SharePint clumn names and clumn values using the DLL files custmized in C#. T access Dynamic Mapping, click Prfile Settings n the ribbn f Hme tab. In the Prfile Settings tab, click Dynamic Rule n the ribbn. The Dynamic Rule interface appears. In the Dynamic Rule interface, yu will see a list f previusly-cnfigured dynamic rules. 149
In this interface, yu can change the number f dynamic rules displayed per page and the rder in which they are displayed. T change the number f dynamic rules displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the dynamic rules, click n a clumn heading such as Name, Descriptin, DLL File Name, and Last Mdified Time. Custmize hw these dynamic rules are displayed in a number f different ways: Search Filters dynamic rules displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Dynamic Rule viewing pane, enter the keywrd fr the dynamic rules yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the dynamic rules in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the dynamic rules in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click in the clumn title t hide the clumn. Yu may perfrm the fllwing actins t a Dynamic Rule: Create Click Create n the ribbn t create a dynamic rule. Fr detailed n creating a new dynamic rule, see Cnfiguring Dynamic Rules. View Details Click View Details n the ribbn and yu will see the previuslycnfigured settings fr this dynamic rule. Here yu can als click Edit n the ribbn t make changes t the dynamic rule s settings. Yu will be brught t the Edit dynamic rule page where yu can change this dynamic rule. Edit Click Edit n the ribbn t change the cnfiguratin f this dynamic rule. Fr details n editing dynamic rule, see Cnfiguring Dynamic Rules. Delete Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected dynamic rule, r click Cancel t return t the dynamic rule withut deleting the selected dynamic rules. Cnfiguring Dynamic Rules T create a new dynamic rule, click Create n the ribbn. T edit a previusly-cnfigured dynamic rule, select the dynamic rule and then click Edit n the ribbn. In the Create Dynamic Rule interface r Edit Dynamic Rule interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Dynamic Rule Name fr the dynamic rule that yu are abut t create r edit. Then enter an ptinal descriptin fr this dynamic rule fr future reference. 2. Uplad a DLL File Brwse a dynamic rule f DLL file custmized in C# frm the lcal path. A DLL file enables yu t cnfigure yur wn mappings. Click Brwse, and then navigate t the DLL file yu want t use. Select the specified DLL file and then click Open. 150
3. Click OK t save the cnfiguratin and return t the Dynamic Rule interface. Click Cancel t return t the Dynamic Rule interface withut saving any cnfiguratin r changes. Setting Up Quickr Migratin Prfiles The migratin prfile allws yu t specify and define numerus settings fr the migratin jbs, including Migratin Optins, Filter Optins, Mapping Optins, and Advanced Optins. Fllw the instructins belw t create a migratin prfile. 1. 2. 3. 4. 5. 6. 7. 8. Frm the Hme tab, in the Prfile grup, click Prfile Settings. The Prfile Settings tab appears. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a prfile name in the pp-up windw and click OK. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins sub-prfile frm the drp-dwn list. Fr details abut this sectin, refer t Migratin Optins. Select the Filter Optins frm the left-hand pane and select a previusly-cnfigured filter plicy frm the drp-dwn list. Or click New Filter Plicy frm the drp-dwn list t create a new filter plicy. Fr details n creating a filter plicy, refer t Creating and Editing Filter Plicies. Select the Mapping Optins frm the left-hand pane. Select a previusly-cnfigured Mapping Optins sub-prfile frm the drp-dwn list. Fr details abut this sectin, refer t Mapping Optins. Select the Advanced Optins frm the left hand pane and cnfigure the Dynamic Rule, the Character Length Settings, and the Illegal Character Replacement Settings. Fr details abut this sectin, refer t Advanced Optins. Click Save t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace existing main prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Click Discard Changes t clear all the mdificatins having been made t the current main prfile. Migratin Optins Migratin ptins allw yu t cnfigure which cntent settings and security settings can be migrated. Set up a Migratin Optins Sub-Prfile by the fllwing steps. 1. 2. 3. 4. 5. 6. Frm the Hme tab, in the Prfile grup, click Prfile Settings. The Prfile Settings tab appears. Click Migratin Optins n the left-hand pane. In the Sub-prfile grup, click Edit Sub-prfile t make the Migratin Optins field active. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a sub-prfile name in the pp-up windw and click OK. Click the Cntent tab t cnfigure cmmn settings fr this Migratin Optins. Yu can cnfigure the fllwing settings: 151
Managed Path When chsing a Web applicatin/site cllectin/site as the destinatin nde, a site cllectin/site/child site will be created autmatically during the migratin jb. Here yu can specify the managed path, the site template, and the site language fr the created site cllectin/site/child site. Custmize a managed path Enter a custmized managed path in the textbx. Sites is prvided as default. Site template Select a site template frm the drp-dwn list. By default, Team Site is selected. Site language Select a site language frm the drp-dwn list. English is selected by default. *Nte: If the selected site language des nt exist in the destinatin, the site cllectin r site cannt be created successfully and the surce place and rm cannt be migrated t the destinatin. Navigatin Optins Chse navigatin design ptins fr destinatin sites that are generated frm a Quickr place r rm. Display the site n the tp link bar f the parent site when creating a site Display the site n the Quick Launch f the parent site when creating a site Inherit tp link bar f the parent site when creating a site Rt Page Optin Specify the name f the library r list that the surce rt pages are migrated t. Enter yur desired library r list name in the textbx. Rt is prvided as the default name. *Nte: The library r list template is determined by what yu select in Default List Template. Image Optins Nrmally the embedded images in the surce Quickr pages are added as attachments f items which are generated frm the pages. T extract the embedded images frm the items and cllect them in a picture library in SharePint, select the Extract embedded images frm Quickr int Picture Library checkbx. Quickr Picture Library is prvided as the default name f the picture library where yu wish the embedded images t be migrated. Yu can als custmize the name by entering a picture library name in the text bx. Attachment Migratin Optins Allws yu t cllect the attachments which are nrmally migrated as attachments f the items generated frm Quickr pages t a separated dcument library in SharePint. Select the Migrate attachments t separated Dcument Library checkbx. Quickr Attachment Library is prvided as the default name f the dcument library where yu wish the attachments t be migrated. Yu can als custmize the name by entering a dcument library name in the text bx. Flder Structure Management Chse whether t cllapse the flder structure f the migrated cntent. 152
Cllapse all the flder structure Migrates all f the pages f the nested flders t a same library r list by breaking the surce flder structure. Select the Add a clumn t keep the surce path checkbx t keep the surce path f pages and specify the clumn name in the textbx. By default, DcAve Surce Path is prvided. Nte that if yu migrate mre than 2000 items at ne time t a destinatin, SharePint perfrmance might be affected. *Nte: If yu have cnfigured a list mapping fr the surce tp-level flder, the library r list template is determined by what yu defined in the list mapping. If n list mapping is cnfigured fr the surce tp-level flder, the library r list template is determined by what yu selected in Default List Template. 7. 8. Default List Template This is used t specify a default list template which will be used as the template f the lists which are generated frm the surce tp-level flders. Click the Security tab t cnfigure Permissin Inheritance which allws yu t chse whether the site generated frm the surce place r rm will inherit its parent site permissin. Click Save t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Click Discard Changes t clear all the mdificatins having been made t the current sub-prfile. Mapping Optins Mapping ptins allw yu t cnfigure list mapping, cntent type mapping, and security mapping. Set up a Mapping Optins Sub-Prfile by the fllwing steps. 1. 2. 3. 4. 5. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings interface appears. Click Mapping Optins n the left-hand panel, and frm the Prfile Settings tab, under the Sub-prfile grup, click Edit Sub-prfile t make the Mapping Optins field active. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a sub-prfile name in the pp-up windw and click OK. Click the List Mapping tab and cnfigure the fllwing settings t map the Quickr flder t the specified SharePint list. a. Click Add a List Mapping and then a mapping entry appears fr yu t cnfigure relevant rules. b. c. Duble-click the text bx under the Quickr Place/Rm Name clumn and enter the name f the Quickr place r rm where the Quickr flder yu wish t map resides. Duble-click the textbx under the Quickr Flder Name clumn and enter the name f the Quickr flder that yu wish t map in the textbx. d. Duble-click the text bx under the SharePint List Name clumn and enter the name f the SharePint list which yu wish the Quickr flder t be mapped t in the text bx. If the specified list des nt exist in the destinatin, a new list with the specified name 153
will be created autmatically during the migratin. If yu enter an existing list, make sure the list template yu select in step e is the same as that f the existing ne; therwise the list and the items within it will nt be migrated. e. f. g. Select r enter a template fr yur specified SharePint list frm the SharePint List Template drp-dwn list. Custm List, Dcument Library, and Wiki Page Library are prvided. Repeat the steps abve t add mre mappings. T delete ne r mre previusly-cnfigured list mappings, select them and then click t remve a previusly- Delete the Selected List Mapping(s). Yu can als click cnfigured list mapping. *Nte: The surce flder Calendar, Tasks, Index, and Rt are nt supprted fr List Mapping. 6. Cnfigure the Cntent Type Mapping. Yu can chse t cnfigure cntent type mapping and cnfigure clumn mapping. Click Cntent Type Mapping n the tab t use the cntent type mapping that is created by the Migratr Tl r t cnfigure the cntent type mapping manually. Chse Use the cntent type mapping generated by the Migratr Tl t autmatically apply the cntent type mapping that yu previusly-created with the Migratr Tl during the migratin. *Nte: If yu chse this ptin, make sure that yu have generated the cntent type mapping by Migratr Tl; therwise the metadata f the surce pages will nt be migrated t the destinatin. T cnfigure the cntent type mapping in this page by yurself, check the Manually cnfigure the cntent type mapping ptin and the Rule appears. Cnfigure the fllwing settings t set up a rule: 154 Cntent Type Mapping This is used t map the Quickr frm t the specified SharePint cntent type. Enter the name f a Quickr frm in the clumn f Quickr Frm and the name f a specified SharePint cntent type n the clumn f SharePint Cntent Type. If the SharePint cntent type des nt exist in the destinatin, a new cntent type with the specified name will be created autmatically during the migratin. If yu enter an existing cntent type in SharePint, by default, the cntent type will be updated. If yu d nt wish t update this cntent type, yu need t disable Update Cntent Type in cnfiguratin file. On the destinatin DcAve Agent server, navigate t \AvePint\DcAve6\Agent\data\SP2010\QuickrMigratin t pen SP2010QuickrMigratinWrker.xml with Ntepad and change the value f <CntentTypeCnfig UpdateCntentType= True > t False. Clumn Mapping Allws yu t specify the SharePint clumn name and SharePint clumn type fr the mapped Quickr field. Click Add a Clumn Mapping t create a clumn mapping. Enter the name f a Quickr field in the clumn f Quickr Field Name and the name f a specified SharePint clumn
name in the clumn f SharePint Clumn Name. Then select a SharePint clumn type fr this clumn frm the SharePint Clumn Type drp-dwn list. Repeat the steps by clicking Add a Clumn Mapping t add mre clumn mappings. T delete ne r mre previusly-cnfigured clumn mappings, select the mapping(s) and then click Delete the Selected Clumn Mapping(s). Yu can als click t remve a previusly-cnfigured clumn mapping. *Nte: If yu select Managed Metadata, it requires yu t specify the term set path, and chse whether t allw multiple values in this clumn. Fr example, in the Term Set Path text bx, System is the grup name; ; is the separatr; Keywrds stands fr the term set. Select the Allw multiple values checkbx t define multiple values fr the clumn. Yu can custmize which separatr will be used t separate multiple values in the text bx. ; is prvided as default. Click beside the Rule 1 tab t add mre rules. 7. 8. Cnfigure the Security Mapping. Click Security Mapping n the tab t chse user mapping, grup mapping, permissin mapping, and cnfigure AD grup mapping. User Mapping Select a previusly-cnfigured user mapping frm the drp-dwn list r click New User Mapping in the drp-dwn list t create a new ne. Fr details n creating a user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Grup Mapping Select a previusly-cnfigured grup mapping frm the drp-dwn list r click New Grup Mapping in the drp-dwn list t map a surce grup t a SharePint grup. Fr details n creating a grup mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. AD Grup Mapping Allws yu t map the Quickr grup t a specified AD grup which exists in the dmain f the SharePint envirnment. Click Add an AD Grup Mapping, then enter the name f the Quickr grup in the clumn f Quickr Grup Name and the name f the AD grup in the clumn f AD Grup Name. Repeat the steps by clicking AD Grup Mapping t add mre AD Grup Mappings. T delete a ne r mre previusly-cnfigured AD grup mappings, select the mappings and then click Delete the Selected AD Grup Mapping. Yu can als click t remve a previuslycnfigured AD grup mapping. Permissin Mapping Select a previusly-cnfigured permissin mapping frm the drp-dwn list r click New Permissin Mapping t create a new ne. Fr details n creating a permissin mapping, refer t Cnfiguring Permissin Mappings. Nte that if yu d nt cnfigure r select any permissin mapping, the default permissin mapping will be applied during the migratin. Click Save t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace existing sub-prfile t replace the riginal prfile. Otherwise, the new prfile is saved withut remving the riginal prfile. Click Discard Changes t clear all the mdificatins having been made t the current sub-prfile. 155
Advanced Optins Advanced ptins allw yu t cnfigure Dynamic Rule, Character Length Settings and Illegal Character Replacement Settings. Set up Advanced Optins by the fllwing steps. 1. 2. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings interface appears. Click Advanced Optins n the left-hand pane, and then the Advanced Optins page appears. Yu can cnfigure the fllwing settings: Dynamic Rule Maps the surce Quickr field names and the crrespnding values t SharePint clumn names and clumn values. Select a previusly-created dynamic rule frm the drp-dwn list r click New Dynamic Rule t create a new ne. Fr details n creating a dynamic rule, refer t Cnfiguring Dynamic Rules. Character Length Settings This is used t set character length limitatins fr flder name, file name, and SharePint URL. Maximum Length f the flder name The default value is 60 and yu can define the value frm 1 t 128. If the flder name exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a flder migrated frm a database is named abcdef in the surce and the value that yu set here is 5. The flder will be named abcde after the migratin. Maximum Length f the file name The default value is 80 and yu can define the value frm 1 t 128. If the file name, including the file extensin, exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a file is named abcdef.txt in the surce and the value that yu set here is 5. The file will be named a.txt after the migratin. Maximum Length f the SharePint URL The default value is 255 and yu can define the value frm 1 t 260. The length f the SharePint URL is calculated frm the first character f the managed path, that is /. When the flder r file s URL exceeds the limitatin, the migratin results are as fllws: If the flder URL exceeds the limitatin, the flder and its cntent will be migrated t its previus level flder till the flder URL des nt exceed the limitatin. If there is a file whse URL exceeds the limitatin within a flder, it will be migrated t its previus level flder till the file URL des nt exceed the limitatin. If the file URL exceeds the limitatin, the file will be migrated t its previus level flder till the file URL d nt exceeds the limitatin. Illegal Character Replacement Settings This is used t replace illegal SharePint characters with valid characters. Yu can mdify and add the illegal character mappings fr grup level, flder level, and file level t the specified characters in SharePint. By default, all illegal characters are replaced with an underline (_).Click Grup Level, Flder Level, r File Level n the tab t enter int each page. T mdify an illegal character mapping, duble-click _ in the clumn f Replace with behind an illegal character and change _ with yur specified character. 156
T add an illegal character mapping, click Add an Illegal Character and then enter yur specified illegal character in the clumn f Illegal character in SharePint and the crrespnding valid character in the clumn f Replace with. Click Add an Illegal Character again and anther illegal character mapping can be created. T delete ne r mre previusly-cnfigured illegal character mappings, select the mappings and click Delete the Selected Illegal Character(s). Yu can als remve a previusly-cnfigured illegal character mapping by clicking. Perfrming a Quickr Migratin A Quickr Migratin migrates cntents, securities, and cnfiguratins frm Quickr t the SharePint envirnment. T start a Quickr migratin jb, click Online Migratin n the ribbn. T perfrm a Quickr migratin jb, fllw the instructins belw. Select the Surce and Destinatin Ndes 1. Click Select Surce in the Surce pane r in the Actins grup n the ribbn t select the surce. The Select Surce interface appears. Cnfigure the fllwing settings. a. Agent Select yur desired DcAve Agent installed in Quickr envirnment frm the drp-dwn list. b. c. d. e. f. Cnnectin Select the Quickr cnnectin that is previusly cnfigured. Quickr Server Select the surce Quickr server frm the drp-dwn list. Click OK t cmplete cnfiguratin f selecting surce. T change the surce, click Change Surce in the surce pane r in the Actins grup n the ribbn. Then repeat the steps described abve. Select the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name f the nde (fr example, place and rm) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. Select the surce nde by checking the crrespnding checkbx. 2. In the Destinatin pane, click the farm name t expand the data tree. T select the destinatin nde: 157
*Nte: Make sure that yu have cnfigured the migratin database; therwise the destinatin farm is unavailable. Fr details n cnfiguring a migratin database, refer t Cnfiguring Migratin Databases. a. b. Find the nde which yu wish t migrate the surce data t. If wrking with a large envirnment, enter the keywrd f the nde (fr example, site URL, site title, r site/list name) int the Input Keywrd text bx t search fr the desired nde. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. Select the destinatin nde by clicking crrespnding radi buttn. Yu can als create a new site cllectin r site by entering the specified name and click Create Cntainer. Fr details n creating cntainers, refer t Creating Cntainers. 3. There are tw methds t saving and/r running this jb: Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw interface appears. Fr mre infrmatin n hw t cnfigure the Run Nw interface, refer t Cnfiguring the Run Nw Interface. Click Save As New Plan, and then yu are brught t the Save As New Plan interface. Fr mre infrmatin n hw t cnfigure the Save As New Plan interface, refer t Cnfiguring the Save As New Plan Interface. Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the fllwing settings t perfrm a migratin immediately: 1. 2. 3. 4. 5. 158 Cnflict Reslutin Specify the cnflict reslutin when the item name in the Quickr cnflicts with an existing item in the SharePint. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge required yu t check the lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f the cntent level cnflict reslutin ptinal. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. Prfile Selectin Cnfigure the related migratin ptins, filter ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drpdwn list. Quickr Migratin prvides yu a default main prfile named Default Prfile. Migratin Database Check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details, Agent Name and Status are displayed. Ntificatin Select the e-mail ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Quickr migratin jb status. If the cntent metadata r security fails t
migrate and yu select the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. 6. Click OK t run the jb immediately r click Cancel t return t the Hme page f Online Migratin. Cnfiguring the Save As New Plan Interface In the Save As New Plan interface, cnfigure the fllwing settings t build up a migratin plan: 1. 2. 3. 4. 5. 6. 7. 1. Plan Name Enter a name fr the plan that yu are abut t create. Then enter an ptinal Descriptin fr future references. Prfile Selectin Cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list t apply the migratin settings t the migratin jb. Quickr Migratin prvides yu a default main prfile named Default Prfile. Schedule Selectin Select ne type f schedule t run the plan. N schedule Select this ptin t run the plan manually. Cnfigure the schedule myself Select this ptin and the Schedule Settings sectin appears under Schedule Selectin. *Nte: If any f the Dmin Admin, Ltus Ntes, Dmin Designer, and Migratr Tl is being used while the jb is running, the jb may fail. Make sure nne f them is being used while the jb is running. Schedule Settings (This sectin nly appears when yu chse Cnfigure the schedule myself) Click Add Schedule t create a new schedule. Fr details abut cnfiguring a schedule, refer t Cnfiguring the Add Schedule Interface. T preview a cnfigured schedule, select the schedule and click Calendar View t view it in a calendar. Yu can delete a previusly-cnfigured schedule by clicking behind a crrespnding schedule. Ntificatin Select the e-mail ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide when a certain triggering event ccurs. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details, Agent Name and Status are displayed. 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. 159
Click the triangle next t Save, then select Save and Run Nw t save the plan and execute it right away. Then the Run Nw interface appears. Cnfigure the fllwing settings: 2. Optins Select a type f migratin fr this migratin jb. Full migratin Chse this ptin t migrate all cntents frm the surce nde t the destinatin nde accrding t the prfile. Incremental migratin Chse this ptin t nly migrate the surce nde cntent that has been mdified (Add and Mdify) since the last migratin jb and the cntent that failed t be migrated in the last migratin jb. Cnflict Reslutin Specify the cnflict reslutin when the item name in Quickr cnflicts with an existing item in SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f Cntent Level cnflict reslutin ptinal. If yu select Incremental migratin in Optins and d nt select Skip as Cntent level cnflict reslutin, yu can als chse whether t Remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. Jb Status Optin Chse whether t take the metadata/security exceptins int cnsideratin fr the Quickr migratin jb status. If the cntent metadata r security fails t migrate and yu select the Ignre metadata/security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Click OK t run the nline migratin jb. Cnfiguring the Add Schedule Interface In the Add Schedule interface, cnfigure the fllwing settings t add a schedule: 1. 2. 3. 160 Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t migrate all cntents frm the surce nde t the destinatin nde accrding t the prfile. Chse Incremental migratin t nly migrate the mdified cntent (Add and Mdify) and the failed cntent f the surce nde since the last migratin jb. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr the Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects fr cnflicts, and cnfigure cntent level cnflict reslutin. Skip prvides the cnfiguratin f the Cntent Level reslutin ptinal. If yu select Incremental migratin in Optins and d nt select Skip as Cntent level cnflict reslutin, yu can als chse whether t Remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb. Fr details abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minute(s), Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn list.
4. 5. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrence(s) that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. Click OK t save the cnfiguratin f schedule, r click Cancel t return t the Save As New Plan interface withut saving any change. 161
Supprted and Unsupprted Elements in Quickr Migratr The fllwing table lists the current supprted and unsupprted elements fr Quickr Migratr. By default, DcAve Quickr Migratr des nt supprt the elements that are nt listed in the table belw. Surce Element Destinatin Object Supprt Status Supprted Template Place Site Cllectin Supprted Site Rm Site Supprted Flder List Supprted Custm List Dcument Library Wiki Page Library Flder Blg N/A Unsupprted Wiki Site Cllectin Supprted Site Page Item Supprted Draft Page N/A Unsupprted Wrkflw N/A Unsupprted Page Revisin Item Supprted Calendar Item in Calendar Supprted Task Item in Task Supprted 162
erm Online Migratins Use erm Migratr t migrate cmmunities, facilities, erms, lists, and cntent frm EMC Dcumentum erm v7.2 r abve t Micrsft SharePint 2010/2013. Refer t the sectins belw t user erm Migratr. Cnfiguring an erm Online Migratin Abut Filter Plicies Filter plicy allws yu t set up filter rules s that yu can cntrl which files in the erm will be migrated. By setting up and saving filter plicies, yu can apply the same filter plicy t different erm migratin plans withut having t recreate them each time. T access Filter Plicy, click Prfile Settings n the ribbn in the Hme tab. On the Prfile Settings page, click Filter Plicy n the ribbn. In the Filter Plicy interface, all the previusly-created filter plicies are displayed. In this interface, yu can change the number f filter plicies displayed per page and the rder in which they are displayed. T change the number f filter plicies displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the filter plicies, click n a clumn heading such as Filter Plicy Name, and Descriptin. Yu can search the desired filter plicy and define which filter plicy infrmatin is displayed in the Filter Plicy interface in the fllwing way: Search Allws yu t filter the previusly-created filter plicies displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the filter plicies viewing pane, enter the keywrd fr the filter plicies yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the filter plicies in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the filter plicies in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click the minus ( ) f the clumn yu want t hide, the clumn is hidden. Perfrm the fllwing actins in the Filter Plicy interface: 163
Click Create in the Manage grup t create a new filter plicy. Fr detailed n creating a new filter plicy, see Creating Filter Plicies. Click Edit in the Manage grup t change the cnfiguratins fr the selected filter plicy. Fr details n editing cnfiguratins fr filter plicies, see Creating Filter Plicies. Click Delete in the Manage grup. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected filter plicies, r click Cancel t return t the Filter Plicy interface withut deleting the selected filter plicies. Creating Filter Plicies T create a new filter plicy, click Create n the ribbn. T mdify a previusly-cnfigured filter plicy, select the filter plicy, and then click Edit n the ribbn. In the Create Filter Plicy r Edit Filter Plicy interface, cnfigure the fllwing settings: 1. 2. 3. Name Enter the name fr the filter plicy that yu are creating, r rename the selected filter plicy that yu are editing. Descriptin (ptinal) Enter a descriptin fr this filter plicy. Filter Rule A filter rule allws yu t filter the files that yu want t migrate by setting up a set f filter criteria. Fllw the steps belw t set up yur wn filter rules: a. Click Add a Filter Level Grup t add a filter rule. The File filter rule cnfiguratin field appears. The default filter rule is Name and default filter cnditin is Cntains. Click Name and Cntains respectively t change a filter rule and a filter cnditin frm the crrespnding drp-dwn list. b. c. Enter a value in in the Value clumn accrding t the specified filter rule and filter cnditin. Repeat the steps abve t add mre filter rules. 164 4. There are tw lgic settings: And and Or. By default, the lgic is set t And. If desired, change the lgic t Or by selecting it frm the drp-dwn list. And The cntent which meets all the criteria will be filtered t be included. Or The cntent which meets any ne f the criteria will be filtered t be included. Click OK t save the cnfiguratins and return t the Filter Plicy interface, r click Cancel t return t the Filter Plicy interface withut saving any changes. Fr mre detailed infrmatin abut Filter Plicies, refer t Examples f erm Migratr Filter Plicies. Examples f erm Migratr Filter Plicies The table belw lists the examples f erm filter rules that are used t filter the desired cntent t migrate.
*Nte: If yu select Equals fr Cnditin, it des nt supprt case sensitive. Filter Level Rule Cnditins Value Result File Name Cntains test The file whse name cntains test will be searched ut. Fr example, training test will be searched. Des Nt Cntain Versin Only latest [] versin(s) test The item whse name des nt cntain test will be searched. Fr example, training test will be searched. Equals test The file whse name is test will be searched. Des Nt Equal test The file whse name is nt test will be searched. 2 The file s last 3 versins will be searched. Fr example, a dcument has the fllwing versins: 1, 2, 3, and then versin 1 and 2 will be searched. *Nte: After migratin, the versin is bigger than the riginal ne, which is 1, 2 and 3. Size >= 1 MB The file whse size is nt smaller than 1MB will be searched. Fr example, a 2MB file will be searched. <= 1 MB The file whse size is nt bigger than 1MB will be searched. Fr example, a 500KB file will be searched. Mdified Time Created Time Befre 2012-08- 06 12:15:50 After 2012-08- 06 12:15:50 The file which is mdified befre 12:15:50 08/06/2012 will be searched. The file which is mdified after 12:15:50 08/06/2012 will be searched. Within 5 Days The file which is mdified in last 5 days will be searched ut. Older Than 5 Days The file which is mdified 5 days ag will be searched ut. Befre 2012-08- 06 12:15:50 The file which is created befre 12:15:50 08/06/2012 will be searched ut. 165
Filter Level Rule Cnditins Value Result After 2012-08- 06 12:15:50 The file which is created after 12:15:50 08/06/2012 will be searched. Within 5 Days The file which is created in last 5 days will be searched. Older Than 5 Days The file which is created 5 days ag will be searched. Type Cntains dc The file whse extensin name cntains the dc is searched. Fr example: abc.dc, r abcd.dcx Des Nt Cntain dcx The file whse extensin name des nt cntain the dc is searched. Fr example: abc.gif, r abcd.dc Equals dcx The file whse extensin name is dcx is searched. Fr example: abc.dcx Des Nt Equal dcx The file whse extensin name is nt dcx is searched. Fr example: abc.dc Abut Mapping Settings Befre perfrming a migratin jb, yu may want t define ptinal Dmain Mapping, User Mapping and Grup Mapping. Refer t the fllwing sectins t decide whether t cnfigure the mapping settings, and learn hw t cnfigure the mapping settings. Dmain Mapping If there are users with the same name but with different dmains respectively in the surce and destinatin, yu can map a surce dmain name t a SharePint dmain name in the destinatin by using dmain mapping. During migratin, Migratr will change the surce dmain name t yur specified dmain name in the destinatin nde. Therefre, the surce user summer\user1 can be mapped t SharePint dmain user may\user1 thrugh dmain mapping. T access Dmain Mapping, click Prfile Settings n the ribbn f Hme tab, and then Prfile Settings tab appears. Click Mappings n the ribbn, and then select Dmain Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new Dmain Mapping rule. Fr specific instructins n setting up dmain mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. 166
User Mapping Use User Mapping if yu wish t map an existing surce nde username t an existing SharePint user name in the destinatin. During migratin, Migratr will replace the surce username with yur specified username in the destinatin nde. T access User Mapping, click Prfile Settings n the ribbn f Hme tab, and then Prfile Settings tab appears. Click Mappings n the ribbn, and then select User Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new User Mapping rule. Fr specific instructins n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Grup Mapping Use Grup Mapping if yu wish t map an existing surce grup name 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 f Hme tab, and then Prfile Settings tab appears. Click Mappings n the ribbn, and then select Grup Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new Grup Mapping rule. Fr specific instructins n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Abut Dynamic Rules Dynamic rules map erm fields t SharePint metadata using DLL files custmized in C#. In a migratin prfile, if dynamic rules cnflict with the cnfigured clumn mapping, dynamic rules take ver the rle f clumn mapping. T use the dynamic rule feature, click Prfile Settingsn the ribbn f Hme tab. The Prfile Settings tab appears. Click Dynamic Rule n the ribbn. In the Dynamic Rule interface, yu will see a list f previusly-cnfigured dynamic rules. In this interface, yu can change the number f dynamic rules displayed per page and the rder in which they are displayed. T change the number f dynamic rules displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the dynamic rules, click n a clumn heading such as Name, Descriptin, DLL File Name, and Last Mdified Time. Custmize hw these dynamic rules are displayed in a number f different ways: Search Filters dynamic rules displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Dynamic Rule viewing pane, 167
enter the keywrd fr the dynamic rules yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the dynamic rules in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the dynamic rules in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click the minus ( ) in the clumn title t hide the clumn. Yu may perfrm the fllwing actins t a Dynamic Rule: Click Create n the ribbn t create a dynamic rule. Fr detailed infrmatin n creating a new dynamic rule, see Cnfiguring a Dynamic Rule. Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this dynamic rule. Here yu can als click Edit n the ribbn t make changes t the dynamic rule s settings. Yu will be brught t the Edit Dynamic Mapping page where yu can change this dynamic rule. Click Edit n the ribbn t change the cnfiguratin f this dynamic rule. Fr details n editing dynamic rule, see Cnfiguring a Dynamic Rule. 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 rules, r click Cancel t return t the dynamic rule withut deleting the selected dynamic rules. Cnfiguring a Dynamic Rule T create a new dynamic rule, click Create n the ribbn. T edit a previusly-cnfigured dynamic rule, select the dynamic rule and then click Edit n the ribbn. In the Create Dynamic Rule interface r Edit Dynamic Rule interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Dynamic Rule Name fr the dynamic rule that yu are abut t create r edit. Then enter an ptinal descriptin fr this dynamic rule fr future reference. 2. Uplad a DLL File Uplad a DLL file custmized in C# frm the lcal path. This file cntains yur cnfigured mapping settings. 3. Click OK t save the cnfiguratin and return t the Dynamic Rule interface. Click Cancel t return t the Dynamic Rule interface withut saving any cnfiguratin r changes. Setting Up erm Online Migratin Prfiles The Online erm Migratr Prfile allws yu t define numerus settings including Migratin Optins, Filter Optins, Mapping Optins and Advanced Optins. Fllw the instructins belw t create an erm Online Migratin Prfile. 168
1. 2. 3. 4. 5. 6. 7. 8. 9. On the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings page appears where yu can cnfigure the prfile settings. On the Prfile Settings tab, in the Plan Mde grup, ensure Online Mde is highlighted. On the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a prfile name in the pp-up windw and click OK. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins Sub-Prfile frm the drp-dwn menu. Fr details abut this sectin, refer t Migratin Optins. Select the Filter Optins frm the left-hand pane and select a previusly-cnfigured filter plicy frm the drp-dwn menu. Or click New Filter Plicy frm the drp-dwn menu t create a new filter plicy. Fr details n creating a filter plicy, refer t Creating Filter Plicies. After cnfiguring the filter ptins, select Mapping Optins frm the left-hand pane. Select a previusly-cnfigured Mapping Optins Sub-Prfile frm the drp-dwn menu. Fr mre details abut this sectin, refer t Mapping Optins. Select the Advanced Optins frm the left-hand pane and cnfigure the Dynamic Rule, Character Length Settings and the Illegal Character Replacement Settings. Fr details abut this sectin, refer t Advanced Optins. Click Save in the Main Prfile rw t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace existing main prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Migratin Optins Migratin ptins allw yu t define hw the erm cntent and security are migrated t SharePint. Fllw the steps belw t set up a sub-prfile fr erm migratin ptins. 1. 2. 3. 4. 5. 6. On the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings page appears where yu can cnfigure the prfile settings. On the Prfile Settings tab, in the Plan Mde grup, ensure Online Mde is highlighted. Click Migratin Optins n the left-hand panel, and frm the Prfile Settings tab, under the Sub-prfile grup, click Edit Sub-prfile t make the Migratin Optins field active. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a prfile name in the pp-up windw and click OK. Click the Cntent tab. Cnfigure the fllwing settings: Managed Path If the destinatin nde is a Web applicatin, the crrespnding site cllectins will be created under this Web applicatin fr migrating the surce rms. Cnfigure the fllwing settings: Custmize path Enter the managed path yu want t use fr the site cllectin. 169
Site template Select a site template fr the site cllectin frm the drp-dwn list. Yu are als allwed t enter a template name in the textbx. Custmized site templates are supprted. *Nte: If the template yu entered cannt be fund while migrating, the jb will fail. Site language Select the language frm the drp-dwn list that yu want the site cllectin t use. Ensure that the selected language pack is installed in SharePint. *Nte: By default, a tp link bar and quick launch fr the migrated site will be autmatically added t its crrespnding parent site after migratin. Navigatin Optins Chse navigatin design ptins fr destinatin sites that are created during the migratin. Display the site n the tp link bar f the parent site when creating a site Display the site n the Quick Launch f the parent site when creating a site Inherit tp link bar f the parent site when creating a site Owner Clumn Check the Migrate wner clumn checkbx t chse hw the erm wner clumn is migrated. Migrate the erm wner clumn either t the SharePint persn/grup clumn r the single line f text clumn by clicking the crrespnding radi buttn. As persn r grup clumn A persn r grup clumn will be created at the destinatin fr migrating the erm wner clumn. The user r the grup under the surce erm wner clumn will be migrated t the crrespnding user r grup under the persn r grup clumn. As single line f text clumn A single line f text clumn will be created at the destinatin fr migrating the erm wner clumn. The user r the grup under the surce erm wner clumn will be migrated t the crrespnding character string indicating the user r grup under the single line f text clumn. Cmment Check the Migrate cmment checkbx t chse hw the erm cmment is migrated. Migrate the erm cmment either t the SharePint discussin tpic r the enhanced rich text. If yu select As discussin tpic, a list f the Discussin Bard type will be autmatically created at the destinatin fr migrating the cmments. The cmment will be migrated t the subject f the Discussin Bard list and the crrespnding reply f the erm cmment is als migrated t the crrespnding reply f the subject. The newly created Discussin Bard list will be named as list/flder/item name: Discussin. *Nte: If the list has cmments in it and the items under this list als have cmments in them, the items cmments will be migrated alng with the list. All 170
f the items cmments will be migrated t the subjects in the newly created Discussin Bard list whse name is Listname: Discussin. Suppse that yu chse t restre a list named Training wh has cmments in it, with this ptin selected, after migratin, a Discussin Bard list named Training: Discussin is created and the cmment will be the subject f this Discussin Bard list. If yu select As enhanced rich text, a clumn f the enhanced rich text type will be created and the cmments will be migrated t the values f the created clumns. *Nte: The list s cmment is nt supprted t migrate as enhanced rich text, refer t ermmigratincnfiguratin.xml t migrate the list s cmment when As enhanced rich text is selected. Vte Check the Migrate vte as survey checkbx t migrate the erm vte. A Survey list will be autmatically created at the destinatin and the questins are als migrated t the SharePint survey. If nt checked, the added erm vtes will nt be migrated. Flder Settings Check the Create cntent type fr the flders t migrate flder s descriptins t cnfigure the settings fr migrating erm flder s descriptins. Enter the Cntent type name and the Clumn name in the crrespnding textbx. The crrespnding cntent type will be created fr migrating the erm flders and the descriptin f the flder will be migrated as values f the created clumn. *Nte: When the descriptin f Event is migrated t SharePint, the text frmat f the descriptin may be different, and the pictures cntained in the descriptin are nt supprted t be migrated. Link Settings Link Settings allw yu t define hw the erm links are migrated. The migratin jb can nly migrate the link under the Rm. That is, nly when the selected surce nde is Rm, the links under the Rm can be migrated. Fr each link, if DcAve discvers that nly ne f the tw linked bjects is cntained in the current migratin scpe, the migratin jb will nt migrate this link. Link Type Settings Chse hw the erm link types are migrated by clicking the crrespnding radi buttn. Cntent Type(Link t dcument) migrates the erm links t the destinatin as the crrespnding items and the cntent type f these items are Link t dcument. Clumn migrates the erm links t the destinatin as the crrespnding clumns; a clumn name must be defined in the Back Link Settings field if yu select this ptin. *Nte: The link type settings wrk nly when the surce nde where the links lcate can be migrated t library in the destinatin. Back Link Settings By default, if yu select t migrate erm links t clumns, Links will be the clumn name. Enter a clumn name in the textbx if yu want t change the default clumn name. 171
Advanced Settings Click Advanced t cnfigure the advanced settings fr migrating erm cntent accrding t the infrmatin belw: Inbx Mail Page Allws yu t migrate erm Inbx Mail Page t SharePint dcument library by checking the Cvert inbx int dcument library checkbx. Yu can als select the Migrate mail page attachment as.eml attachment checkbx, and then the files in the surce erm Inbx Mail Page will be migrated t the destinatin as the attachments in the frmat f.eml. Ntificatin Select whether r nt t migrate the erm ntificatin settings t be SharePint alert settings. erm Migratin supprts t migrate the ntificatin settings at the tp-level flder level, subflder level, list level, attachment level, and attachment flder level. Gruping View Chse whether t migrate the surce database s gruping view. If selected, a gruping view f the surce database will als be migrated t the destinatin. That is t say a gruping view will be created fr the destinatin s database. If d nt select this ptin, the gruping view f the database will nt be migrated. Flder Structure Management Chse a methd t handle the flder structure while migrating erm flders t SharePint. If yu select Cllapse all the flder structure, after migratin, all levels f the flder structure f the surce cntent will be cllapsed. All files within the flders will be migrated t the library. N sub-flder exists in the destinatin. If yu want t track the riginal flder structure, yu can check the Add a clumn t keep the surce path ptin t add a clumn fr the migrated items. The value f the clumn will be the surce path f the crrespnding item. *Nte: If the selected surce nde will be migrated t a site in the destinatin, the tp level flder in the surce will be migrated t a list in the destinatin that is autmatically created with the same name f the tp-level flder and all the items in the sub flders will be migrated t this list. If yu select Create tp level flder n destinatin, a tp level flder will be generated at the destinatin, and the surce flder including all f the sub flders under it alng with the flder structure will be migrated as a whle t this tp-level flder. Thus the flder structure will be kept after migratin. 7. Click the Security tab, cnfigure the fllwing settings: User Chse whether t migrate erm users. If selected, all f the active Rm users will be migrated t the destinatin site. The user will be added t the crrespnding migrated SharePint grup depending n surce grup that the user belngs t. If the surce user des nt belng t any grup, after migratin, the user will be added t ne f the built-in grup accrding t the base rle grup mapping cnfigured in the Mapping Optins. 172
8. By default the deactivated erm users will nt be migrated unless yu select the Migrate deactivated user. After migratin, the deactivated users will be migrated t the SharePint site withut any permissin. *Nte: If an erm user is deleted, but the user still has sme permissin fr an erm list, this kind f user will als be migrated t the destinatin. Security Chse whether t migrate the user s security. If selected, the security will be migrated accrding t mappings cnfigured in the Mapping Optins. erm Rle Chse whether t migrate the erm rles t the SharePint grups. If selected, the crrespnding SharePint grup will be created with the same name f erm rle at the destinatin after migratin. The permissin that the migrated grups will have is based n the cnfigured erm rle permissin mapping in the Mapping Optins. Click Save in the Prfile/Sub-prfile grup t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace the existing subprfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Mapping Optins Mapping ptins allw yu t cnfigure the list mapping and the security mapping t migrate erm lists and securities. Fllw the steps belw t set up a sub-prfile fr erm mapping ptins. 1. 2. 3. 4. 5. 6. On the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings page appears where yu can cnfigure the prfile settings. On the Prfile Settings tab, in the Plan Mde grup, ensure Online Mde is highlighted. Click Mapping Optins n the left-hand panel, and frm the Prfile Settings tab, under the Sub-prfile grup, click Edit Sub-prfile t make the Mapping Optins field active. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a prfile name in the pp-up windw and click OK. Click the List Mapping tab. Cnfigure the fllwing settings: a. List Mapping Cnfigure the list mapping settings when yu want t change the erm list name after migratin. Click Add a List Mapping, enter the surce erm list name in the erm List Name text bx, and then enter a new destinatin SharePint list name (which will be created autmatically in the destinatin) in the SharePint List Name text bx. T add mre list mappings, click Add a List Mapping again. T delete the list mappings, check the checkbxes and then click Delete the Selected List Mapping(s). b. List Template Mapping Cnfigure a list template mapping rule fr the erm migratin. By default, the surce erm list using different list templates will be mapped t the destinatin SharePint list using the crrespnding matched list 173
template. View the table f the matched list templates belw, fr example, if the surce list is using the Database list template in erm, then, after migratin, the migrated list will use the Custm List template in SharePint. erm List Template Database Dcument Link Nte Calendar Discussin Prject Plan SharePint List Template Custm List Dcument Library Links Annuncements Calendar Discussin Bard Prject Tasks When yu want t change the default settings, select an erm template frm the erm Template drp-dwn list, and the crrespnding matched SharePint list template is autmatically selected and displayed in the SharePint list template drpdwn list. Yu are als allwed t enter a list template ID/name in the SharePint List Template text bx t specify the list template that the crrespnding erm list will be mapped t. *Nte: The erm Discussin list is nt supprted fr list template mapping. c. List Clumn Mapping Fr the list template mapping in the current rule, click Add a Clumn Mapping t add a custmized clumn mapping. Click the erm Clumn Name text bx t enter an erm clumn name that yu want t map, and then click the crrespnding SharePint Clumn Name textbx t enter a SharePint clumn name and select a SharePint clumn template frm the SharePint Clumn Type drp-dwn list that the specified erm clumn will be mapped t. Refer t erm Migratin Clumn Type Mapping Table fr mre infrmatin. *Nte: If yu select t migrate an erm clumn t a Managed Metadata type clumn, the Managed Metadata windw appears. Enter the term stre path in the prvided text bx t specify an existing term stre. By default Allw multiple values is checked t separate character string int different clumns. If yu d nt check the Allw multiple values separated by ; int clumns checkbx t enter a character in the ; textbx t separate the character string, ; will be used t separate the character string by default. Yu can manage the created list mapping rules in the fllwing ways: Click the plus ( ) t add anther list mapping after cmplete cnfiguring the current mapping. 174
7. Click the triangle ( ) and all the created list mapping rules are displayed in the drp-dwn menu. Click n the rule name t view the settings f the selected list mapping rule. Click the crss rule. next t rule name t delete the crrespnding list mapping Click the Security Mapping tab, cnfigure the fllwing settings: User Mapping (Optinal) Select a previusly-created user mapping frm the drpdwn list, r select New User Mapping t create a new ne. Fr mre infrmatin abut creating a user mapping, refer t DcAve 6 Cntrl Panel Reference Guide. Dmain Mapping (Optinal) Select a previusly-created dmain mapping frm the drp-dwn list, r select New Dmain Mapping t create a new ne. Fr mre infrmatin abut creating a dmain mapping, refer t DcAve 6 Cntrl Panel Reference Guide. Grup Mapping (Optinal) Select a previusly-created grup mapping frm the drpdwn list, r select New Grup Mapping t create a new ne. Fr mre infrmatin abut creating a grup mapping, refer t DcAve 6 Cntrl Panel Reference Guide. Built-in Grup Name Mapping (Required) By default, the built-in erm grups will be migrated t the crrespnding SharePint built-in grups shwn as the table belw. erm Rle Crdinatrs Participants Observers SharePint Grup Owners Members Visitrs Duble-click the SharePint grup name t enter a grup name that the crrespnding erm grup will be mapped t. If the entered grup des nt exist at the destinatin, a new grup with the specified name will be created fr mapping the crrespnding erm built-in grup t. erm Rle Mapping (Required) By default, the erm base rles will be migrated t the crrespnding SharePint permissin levels shwn as the table belw. erm Rle Crdinatr Participant Observer SharePint Permissin Level Full Cntrl Cntribute Read *Nte: If yu have cnfigured bth user mapping and erm Rle mapping in the Mapping Optins prfile, yu can merge the surce user s mapping permissins in SharePint t the permissins f the mapped destinatin user. Yu can change erm rle mapping by duble-clicking the SharePint permissin level yu want t change and select the permissin level frm the drp-dwn list that the 175
crrespnding erm rle will be migrated t, r click New SharePint Permissin Level t create a new permissin level. Fr mre details abut creating a new SharePint permissin level, refer t Creating a SharePint Permissin Level. Click Add an erm Rle t add mre erm rle mappings, r click Delete the Selected Rle Mapping(s) t delete the selected rle mapping. *Nte: The default rle mappings cannt be deleted. If the Migrate erm rle as SharePint grup checkbx is selected in the Migratin Optins sub-prfile yu select. The erm built-in grup will be migrated t the crrespnding SharePint grups accrding t the built-in grup mapping and the permissin will be migrated accrding t the cnfigured rle mapping. As the tw tables displayed abve, after migratin, the erm built-in grup Crdinatrs will be migrated t SharePint grup Owners with the full cntrl permissin. If the Migrate erm rle as SharePint grup checkbx is nt selected in the Migratin Optins sub-prfile yu select. The erm rles will be migrated t the crrespnding SharePint Permissin Levels accrding t the erm rle mapping and the grups in the crrespnding erm rle will have the mapped permissin after migratin. In the situatin that yu d nt add an erm rle mapping fr the custmized erm rle, the custmized erm rle will be migrated accrding t its base rle s permissin mapping. Take the fllwing erm rle mapping table as example. erm Rle Crdinatr Participant Observer Test 1 SharePint Permissin Level Full Cntrl Cntribute Read Design After migratin, the erm rle Crdinatr will be migrated t the Full Cntrl permissin, Participant will be migrated t the Cntribute permissin, the Observer will be migrated t the Read permissin, the custmized rle Test 1 whse base rle is Crdinatr will be migrated t the Design and Full Cntrl permissins. Advanced Optins Advanced ptins allw yu t cnfigure character length settings and illegal character replacement settings. Set up Advanced Optins by the fllwing steps. 176 1. 2. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings interface appears. Frm the Prfile Settings tab, in the Plan Mde grup, ensure Online Mde is highlighted.
3. Click Advanced Optins n the left-hand pane, and then the Advanced Optins page appears. Yu can cnfigure the fllwing settings: Dynamic Rule Map the surce erm field names and the crrespnding values t SharePint clumn names and clumn values. Select a previusly-created dynamic rule r click New Dynamic Rule t create a new ne. Character Length Settings This is used t set character length limitatins fr flder name, file name, and SharePint URL. Maximum length f the flder name The default value is 60 and yu can define the value frm 1 t 128. If the flder name exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a flder migrated frm a database is named abcdef in the surce and the value that yu set here is 5. The flder will be named abcde after the migratin. Maximum length f the file name The default value is 80 and yu can define the value frm 1 t 128. If the file name, including the file extensin, exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a file is named abcdef.txt in the surce and the value that yu set here is 5. The file will be named a.txt after the migratin. Maximum length f the SharePint URL The default value is 255 and yu can define the value frm 1 t 260. The length f the SharePint URL is calculated frm the first character f the managed path after /. When the flder r file s URL exceeds the limitatin, the migratin results are as fllws: If a flder URL exceeds the limitatin and n file is in this flder, this flder is migrated t the upper-level flder till this flder URL des nt exceed the limitatin. If the file URL in a flder exceeds the limitatin, this flder and all files in in it are migrated t the upper-level flder till the file URL des nt exceed the limitatin. Illegal Character Replacement Settings This is used t replace illegal SharePint characters with valid characters. Yu can mdify and add illegal character mapping fr Grup/Rle Level, Flder level, and File level t the specified characters in SharePint. By default, all illegal characters are replaced with an underline (_).Click Grup/Rle Level, Flder Level, r File Level n the tab t enter int each page. T mdify an illegal character mapping, duble-click _ in the clumn f Replace with behind an illegal character and change _ with yur specified character. T add an illegal character mapping, click Add an Illegal Character and then enter yur specified illegal character in the clumn f Illegal character in SharePint and the crrespnding valid character in the clumn f Replace with. Click Add an Illegal Character again and anther illegal character mapping can be created. 177
T delete ne r mre previusly-cnfigured illegal character mappings, select the mappings and click Delete the Selected Illegal Character(s). Yu can als remve a previusly-cnfigured illegal character mapping by clicking. *Nte: The default illegal character mappings cannt be deleted. Creating a SharePint Permissin Level When cnfiguring erm Rle Mapping settings, after clicking New SharePint Permissin Level, the Create a SharePint Permissin Level interface appears. Refer t the steps belw t create a permissin level: 1. 2. 3. Name and Descriptin Enter a name and an ptinal descriptin fr the SharePint Permissin Level yu are abut t create, which is used t lcate the permissin level while cnfiguring the erm rle mapping. *Nte: If the permissin level yu are abut t create already exists in SharePint, the newly created permissin level will nt replace the existing ne. Permissins Select the permissins yu want t add t this permissin level by clicking the crrespnding checkbxes in this field. Check the Select All checkbx t add all f the permissins int this permissin level. Click OK in the Cmmit grup t save yur changes r click Cancel t return t the Manage SharePint Permissin Level page withut saving any cnfiguratins. 178
Perfrming an erm Online Migratin An nline erm Migratr jb migrates the selected erm cntent t SharePint keeping the surce erm intact by cnfiguring varius migratin settings. T start an erm migratin jb, click Online Migratin n the ribbn, and then yu are brught t the Create a New Plan interface. Fllw the steps blw t run an nline erm migratin jb: Selecting the Surce and Destinatin Ndes 1. In the Surce pane, click the agent name t expand the erm data tree frm the cmmunity level dwn t the item level. a. Find the erm data that yu want t migrate. Enter the name f cmmunity, facility, erm, flder r the item int the Input Keywrd text bx t search the desired cntent as the surce. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. b. Select the surce nde by checking the crrespnding checkbx. With each flder level, there is a nde named Items t display hw many bjects (including the files and items) are cntained in the Items nde. Yu can click the Items nde and the Item Brwser interface appears. Select the files/items that yu wish t migrate by checking crrespnding checkbxes and click OK. *Nte: Fr surce cntents that are supprted and unsupprted in the migratin, refer t Supprted and Unsupprted Elements fr erm Migratr. 2. In the Destinatin pane, click the farm name t expand the SharePint data tree. a. Find the destinatin lcatin where the selected surce data will be migrated. If wrking with a large envirnment, enter the site cllectin URL int the Input Keywrd textbx t search fr the desired site cllectin. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. b. 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. 3. When finished cnfiguring the jb, select ne f the fllwing ptins: Click Run Nw t perfrm a migratin jb immediately. Fr mre infrmatin n the Run Nw interface, refer t Cnfiguring the Run Nw Interface. 179
Click Save As New Plan t cnfigure mre specific settings and then save them as a erm migratin plan, which then can be used t perfrm a file system migratin jb. Fr mre infrmatin n the Save As New Plan interface, refer t Cnfiguring the Save As New Plan. Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the settings belw: 1. 2. 3. 4. 5. 6. Cnflict Reslutin Specify a cnflict reslutin t handle the cnflicts ccurred when migrating erm cntent t the destinatin. Fr mre infrmatin abut cnflict reslutin, refer t Appendix D: Cnflict Reslutin. Prfile Selectin Cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list. erm migratin prvides yu a default main prfile named Default Prfile (default). Migratin Database Check whether the migratin database that yu previusly-cnfigured is available by clicking Test. After the testing is cmpleted, yu can click Details t view the infrmatin f all agents and the cnnected status. T use the migratin database t stre the jb data, select Als use Specified Database t stre the jb data. Ntificatin Designate DcAve users t receive e-mail ntificatin cntaining reprts when a certain triggering event ccurs. Select a previusly- cnfigured ntificatin prfile frm the drp-dwn list, r click New Ntificatin Prfile in the drp-dwn list t create a new ne. Fr details n creating a ntificatin prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. Jb Status Optin Specify whether r nt t take the metadata/security exceptins int cnsideratin fr the erm migratin jb status. If nly the cntent metadata r security fails t migrate and yu select Ignre Metadata/Security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Click OK t run the jb immediately r click Cancel t return t the Hme page f Online Migratin. Cnfiguring the Save As New Plan Interface In the Save As New Plan interface, cnfigure the fllwing settings t build a migratin plan. 1. 2. 3. Plan Name Enter a name fr the plan and add an ptinal descriptin fr the plan. Prfile Selectin Allws yu t cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drpdwn list r click New Prfile t cnfigure a new ne. erm migratin prvides yu a default main prfile named Default Prfile (default). Schedule Selectin Chse whether t run the plan n schedule by clicking the crrespnding radi buttn. N Schedule The plan will nt run until yu manually start it. 180
4. 5. 6. 7. Cnfigure the schedule myself Cnfigure a custmized schedule, and run the plan by the schedule. The Schedule Settings sectin appears after clicking Cnfigure the schedule myself. Click Add Schedule, and then the Add Schedule interface appears. Fr mre infrmatin n the Add Schedule interface, refer t Cnfiguring Schedule Settings in the Add Schedule Interface. Ntificatin Select the e-mail Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Check whether the migratin database that yu previusly-cnfigured is available by clicking Test. After the testing is cmpleted, yu can click Details t view the infrmatin f all agents and the cnnectin status. T use the migratin database t stre the jb data, select Als use Specified Database t stre the jb data. 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 yu have cnfigured. The Run Nw interface appears. Fr detailed infrmatin n the ptins in the Run Nw interface, refer t the Cnfiguring the Run Nw Interface. Cnfiguring Schedule Settings in the Add Schedule Interface Fllw the instructins belw t cnfigure the schedule settings. 1. Optins Chse a migratin mde fr this plan. Chse Full migratin t migrate all the specified erm cntent t SharePint. 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. *Nte: If yu select the Incremental migratin ptin, the Remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb ptin in the Cnflict Reslutin sectin will be enabled, and yu are required t decide whether r nt t remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb. 2. Cnflict Reslutin Select a cnflict reslutin fr the cntainer level and the cntent level separately t hand the cnflicts ccurred during migratin. Fr mre infrmatin abut this, refer t Appendix D: Cnflict Reslutin. 3. Schedule Settings Specify the running frequency fr this plan by entering an integer in the textbx. 4. Range f Recurrence Specify the start time and end time fr this plan in the prvided field. 181
5. Jb Status Optin Specify whether r nt t take the metadata/security exceptins int cnsideratin fr the file system migratin jb status. If nly the cntent metadata r security fails t migrate and yu select Ignre Metadata/Security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. 6. Click OK n the ribbn t save the schedule setting cnfiguratins. Click Cancel n the ribbn t return t the Plan setting interface withut saving any changes. Yu can repeat the cnfiguratins abve t create mre schedules. Cnflict Reslutin Cnflicts ccur while migrating the selected erm cntent t the specified destinatin in the event that there is a same named item in the destinatin. Refer t the infrmatin belw t handle the Cntainer and Cntent levels cnflicts. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Cntainer Level A cntainer cnflict ccurs in the event that the name f the surce erm cntainer that yu want t migrate is the same as that f a destinatin cntainer. Tw cnflict reslutins are available: Merge and Skip. Merge adds the cntent in the surce cntainer t the cnflict destinatin cntainer. If yu select Merge, the cnflict reslutin fr the cntent level must be defined t handle the cntent cnflicts. Skip ignres the cnflicting cntainers and takes n actin n the surce and destinatin. If yu select Skip, the Check lwer bjects fr cnflict checkbx is checked by default, which means that the lwer cntainers under the specified cntainer will als be checked, if cnflicts ccur, the lwer cntainers will als be ignred during migratin. The cntent in the lwer cntainers will be migrated accrding t the cnfigured cntent cnflict reslutin. Cntent Level A cntent level cnflict ccurs in the event that the ID f the surce erm item that yu want t migrate is the same as that f a destinatin item. Three cnflict reslutins are available: Overwrite, Skip and Append. Overwrite replaces the destinatin item by the surce same named item. Skip ignres the cnflicting items and takes n actin n them. Append adds the surce item t the destinatin with a _ and an integer added in the item name. 182
erm Offline Migratins erm Offline Migratin can exprt surce cntent t an strage and then imprt the exprted data frm the strage t the destinatin. Therefre, using these tw jbs migrates the surce cntent t the destinatin. Refer t the sectins belw t use erm Offline Migratin. Cnfiguring an erm Offline Migratin The crrespnding erm exprt prfile and imprt prfile must be in place prir t running an ffline erm migratin jb. The sectin belw instructs the steps t set up an exprt prfile and an imprt prfile. Setting Up an Exprt Prfile An erm exprt prfile cntains settings f Migratin Optins and Filter Optins that are used t imprt the selected erm cntent t the specified exprt lcatin. T create an erm exprt prfile, refer t the instructins belw: 1. 2. 3. 4. 5. 6. 7. 8. On the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings page appears where yu can cnfigure the prfile settings. On the Prfile Settings tab, in the Plan Mde grup, ensure Exprt Mde is highlighted. On the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a prfile name in the pp-up windw and click OK. Select the Migratin Optins. Fr details abut this sectin, refer t Migratin Optins. *Nte: The Managed Path setting is nt supprted fr the exprt mde. After selecting the migratin ptins, select the Filter Optins. In the Filter Plicy field, select a previusly-created filter plicy frm the drp-dwn list. If there is n existing filter plicy, select New Filter Plicy t create a new ne. Fr detailed infrmatin abut creating a filter plicy, refer t Creating Filter Plicies. Click Save next t the Main Prfile textbx t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace the existing main prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Setting Up an Imprt Prfile An erm imprt prfile cntains settings f Migratin Optins, Mapping Optins and Advanced Settings that are used t imprt the erm cntent frm an exprt lcatin int SharePint. T create an erm imprt prfile, refer t the instructins belw: 183
1. 2. 3. 4. 5. 6. 7. 8. On the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings page appears where yu can cnfigure the prfile settings. On the Prfile Settings tab, in the Plan Mde grup, ensure Imprt Mde is highlighted. On the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a prfile name in the pp-up windw and click OK. Select Migratin Optins. Fr details abut this sectin, refer t Migratin Optins. Select Mapping Optins. Fr mre details abut this sectin, refer t Mapping Optins. Cnfigure the Advanced Optins. Fr mre details abut this sectin, refer t Advanced Optins. Click Save next t the Main Prfile textbx t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace the existing main prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Perfrming an erm Offline Migratin erm Migratr allws yu t migrate the erm data frm an ffline surce t an ffline destinatin by exprting the erm data that yu want t migrate t an exprt lcatin, then imprt the exprted erm data t frm the exprt lcatin t the destinatin. An exprt lcatin must be cnfigured befre running an ffline erm Migratr jb. Fr mre details abut creating an exprt lcatin, refer t Abut Exprt Lcatins (Offline Jbs Only). Exprt Fllw the steps blw t exprt the erm data t an exprt lcatin in rder t perfrm the ffline erm migratin jb: 1. 2. 3. On the Hme tab, ensure the erm Migratin is selected in the Mdule grup. Click Exprt in the Plan grup. In the Surce pane, click the agent name t expand the erm data tree. a. Find the erm data that yu want t migrate. Enter the name f cmmunity, facility, erm, flder r the item int the Input Keywrd text bx t search the desired cntent as the surce. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. b. Select the surce nde by checking the crrespnding checkbx. With each flder level, there is a nde named Items t display hw many bjects (including the files and items) are cntained in the Items nde. Yu can click the Items nde and the Item Brwser 184
interface appears. Select the files/items that yu wish t migrate by checking crrespnding checkbxes and click OK. *Nte: Fr what kinds f surce cntents are supprted and unsupprted in the migratin, refer t Supprted and Unsupprted Elements fr erm Migratr. 4. 5. In the Destinatin pane, select a previusly-created exprt lcatin t stre the exprted data, r click New Exprt Lcatin t create a new ne. Fr mre details abut this, refer t Abut Exprt Lcatins (Offline Jbs Only). Click Save As New Plan in the Cmmit grup. The Save As New Plan interface appears. a. Plan Name Enter a name fr the pan and add an ptinal descriptin fr the plan. b. c. Prfile Selectin Cnfigure the related migratin ptins and filter ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list r click New Prfile t cnfigure a new ne. Fr mre details abut creating an nline prfile, refer t Setting Up an Exprt Prfile. erm migratin prvides yu a default main prfile named Default Prfile (default). Schedule Selectin Chse whether t run the plan n schedule by clicking the crrespnding radi buttn. N Schedule The plan will nt run until yu manually start it. Cnfigure the schedule myself Cnfigure a custmized schedule, and run the plan by schedule. The Schedule Settings field appears after clicking Cnfigure the schedule myself. Click Add Schedule t add a custmized schedule and cnfigure the fllwing settings in the pp-up windw: Optins Chse a migratin mde fr this plan. Full migratin migrates all the specified erm cntent t the specified exprt lcatin while the Incremental migratin nly migrates the updates since the last migratin jb. Cnflict Reslutin Select a cnflict reslutin fr the cntainer level and the cntent level separately t hand the cnflicts ccurred during migratin. Fr mre infrmatin abut this, refer t Appendix D: Cnflict Reslutin. Schedule Settings Specify the running frequency fr this plan by entering an integer in the textbx. Range f Recurrence Specify the start time and end time fr this plan in the prvided field. Jb Status Optin Specify whether r nt t take the metadata/security exceptins int cnsideratin fr the erm migratin jb status. If nly the cntent metadata r security fails t migrate and yu select Ignre Metadata/Security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. 185
Click OK t save the schedule. d. e. Ntificatin Select the e-mail ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. 6. Click Save t save this plan r click Save and Run Nw t run the plan immediately. The Run Nw windw pps up after clicking Save and Run Nw. Cnfigure the Optins setting and Jb Status Optin settings. Then, click OK t start the jb. erm Migratr cntains a Jb Mnitr buttn where users can view the status f the running jbs as well as the detailed jb infrmatin. This is useful fr mnitring jbs r trubleshting fr errrs. Refer t the DcAve 6 Jb Mnitr Reference Guide fr mre infrmatin. Imprt Fllw the steps blw t imprt the erm data t a SharePint destinatin lcatin in rder t perfrm the ffline erm migratin jb: 1. 2. 3. 4. On the Hme tab, ensure the erm Migratin is selected in the Mdule grup. Click Imprt in the Plan grup. In the Surce pane, click the farm name t expand the exprt lcatin. Select the backed up data yu want t imprt. Click the Details tab t view the cntent f the backup data. In the Destinatin pane, click n the farm name t expand the data tree. a. Find the destinatin lcatin where the selected backup data will be imprted. If wrking with a large envirnment, enter the site cllectin URL int the Input Keywrd textbx t search fr the desired site cllectin. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. b. 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. 5. Click Save As New Plan in the Cmmit grup. The Save As New Plan interface appears. a. Plan Name Enter a name fr the plan and add an ptinal descriptin fr the plan. 186
b. c. Prfile Selectin Allws yu t cnfigure the related migratin ptins, mapping ptins and advanced ptins fr the migratin jb. Select a previusly-cnfigured prfile frm the drp-dwn list r click New Prfile t cnfigure a new ne. Fr mre details abut creating an nline prfile, refer t Setting Up an Imprt Prfile. erm migratin prvides yu a default main prfile named Default Prfile (default). Schedule Selectin Chse whether t run the plan n schedule by clicking the crrespnding radi buttn. N Schedule The plan will nt run until yu manually start it. Cnfigure the schedule myself Cnfigure a custmized schedule, and run the plan by schedule. The Schedule Settings field appears after clicking Cnfigure the schedule myself. Click Add Schedule t add a custmized schedule and cnfigure the fllwing settings in the pp-up windw: Optins Chse a migratin mde fr this plan. Full migratin migrates all the specified erm cntent t SharePint while the Incremental migratin nly migrates the updates since the last migratin. Cnflict Reslutin Select a cnflict reslutin fr the cntainer level and the cntent level separately t hand the cnflicts ccurred during migratin. Fr mre infrmatin abut this, refer t Appendix D: Cnflict Reslutin. Schedule Settings Specify the running frequency fr this plan by entering an integer in the textbx. Range f Recurrence Specify the start time and end time fr this plan in the prvided field. Jb Status Optin Specify whether r nt t take the metadata/security exceptins int cnsideratin fr the erm migratin jb status. If nly the cntent metadata r security fails t migrate and yu select Ignre Metadata/Security exceptins checkbx, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Click OK t save the schedule. d. e. Ntificatin Select the e-mail Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. 187
Migratin Database Check whether the migratin database that yu previusly- cnfigured is available by clicking Test. After the testing is cmpleted, yu can click Details t view the infrmatin f all agents and the cnnected status. T use the migratin database t stre the jb data, select Als use Specified Database t stre the jb data. f. 6. Click Save t save this plan r click Save and Run Nw t run the plan immediately. The Run Nw windw pps up after clicking Save and Run Nw. Cnfigure Optin settings, Cnflict Reslutin settings, and Jb Status Optin settings. erm Migratr cntains a Jb Mnitr buttn where users can view the status f the running jbs as well as the detailed jb infrmatin. This is useful fr mnitring jbs r trubleshting fr errrs. Refer t the DcAve 6 Jb Mnitr Reference Guide fr mre infrmatin. 188
erm Migratin Clumn Type Mapping Table The table belw lists the supprted mappings between erm clumn types and SharePint clumn types. erm Field s Data Type Plain text Frmatted text Date Number Autnumber Yes/N Traffic light Chice list Chice list (Allw multiple chices) Member list Apprval Cmment area Attachment bx Change lg SharePint Clumn Type Single line f text Multiple lines f text Date and Time _ Date & Time Number Number Yes/N Chice Chice Chice Persn r Grup Persn r Grup Cmment area is migrated t the SharePint Discussin list. Fr the migratin f Attachment bx field in the erm Database, refer t the infrmatin belw: The cntents in the Attachment bx are migrated accrding t their cntent types. The lists in the Attachment bx are migrated as SharePint lists. The flders and files are migrated int the erm Attachment Flders, and links t the flders and files will be added in their parent list t keep track f the flders and files. Multiple lines f text *Nte: Traffic Light field will be migrated t the Chice clumn in SharePint, but the erm Migratin des nt supprt t migrate the icns in the Traffic Light field. *Nte: erm Migratin supprts t migrate the Autnumber field type t the Number clumn, but this clumn is Read Only after migratin. 189
Supprted and Unsupprted Elements fr erm Migratr The table belw lists the supprted status f each erm surce element and what the crrespnding surce element can be migrated t if it is supprted. By default, DcAve erm Migratr des nt supprt the elements that are nt listed in the list belw. Surce Destinatin Status Flder Dcument Library/Flder Supprted File/Item File/Item Supprted Security and Prperty Mapping Settings Supprted Calendar Calendar Supprted Prject Plan Prject Tasks Supprted Pll Survey Supprted Inbx Dcument library/custm List Supprted Nte Annuncements Supprted Link Links Supprted Discussin Discussin Bard Supprted The Vte in the List Survey Supprted The Versin in the List N/A Unsupprted Attachment Manual Input Picture in List N/A Unsupprted Dashbard N/A Unsupprted The Reply in the Title Discussin Reply Only Supprted Recycle N/A Unsupprted Database Custmer List Supprted Dcument Versin Dcument Versin Supprted *Nte: Since erm dcuments are nly majr versins, the surce majr versins migrate t the destinatin and they remain majr versins. Site Template Team Site Supprted Blank Site Supprted Dcument Wrkspace Supprted Basic Meeting Wrkspace Supprted Blank Meeting Wrkspace Supprted Decisin Meeting Wrkspace Supprted Scial Meeting Wrkspace Supprted 190
*Nte: The view f the erm database is nt supprted t migrate. The Migratin jb can migrate the cntent f Issues (apprval prcess), RFP Prcess (apprval prcess), and T&E Prcessing (apprval prcess) t SharePint but the wrkflw status cannt be kept. The Database Steps are migrated t the Chice clumn in SharePint, and attachments cntained in the Database Steps and entries are migrated t the erm Attachment Flders in the destinatin. Yu can nly change the Steps in the Chice clumn f the custm list manually. 191
Livelink Online Migratins Livelink Migratr prtects yur data thrugh lssless migratin f Livelink cntent and prvides yu with simplified migratin management thrugh an intuitive administratin cnsle. Using Livelink Online Migratin migrates cntent frm the surce t the destinatin directly within ne jb. Refer t the sectins belw t use Livelink Online Migratin. Pre-migratin Cnfiguratins T use Livelink Migratr, yu must first cnfigure the Livelink cnnectin s that DcAve Agents can cnnect t the Livelink server. In the Hme tab, click Cnfigure Cnnectin n the ribbn, and then the Livelink Cnnectin interface appears. Managing Livelink Cnnectins The Livelink Cnnectin interface displays any Livelink cnnectins that yu have previusly created. In this interface, yu can change the number f Livelink cnnectins displayed per page and the rder in which they are displayed. T change the number f Livelink cnnectins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the Livelink cnnectins, click n a clumn heading such as Name, Agent and Last Mdified Time. Custmize hw these cnnectins are displayed in a number f different ways: Search Filters Livelink cnnectins displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Livelink cnnectin viewing pane, enter the keywrd fr the Livelink cnnectins yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the cnnectins in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the cnnectins in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Manages which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then select the checkbx next t the clumn name t have that clumn shwn in the list. Hides the clumn. Click f the clumn yu want t hide, the clumn is hidden. Filters Agent. Click f the clumn f Agent, and then select the checkbx next t the Agent name t have that Agent shwn. Perfrm the fllwing actins in the Livelink Cnnectin interface: Click Create n the ribbn t create a new Livelink cnnectin. Fr details n creating a new Livelink cnnectin, see Creating and Editing Livelink Cnnectins. 192
Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this Livelink cnnectin. Here yu can als click Edit n the ribbn t make changes t the Livelink cnnectin s settings. Yu will be brught t the Edit Livelink Cnnectin page where yu can change the settings f this Livelink cnnectin. Click Edit n the ribbn t change the cnfiguratins fr this Livelink cnnectin. Fr details n editing cnfiguratins fr a Livelink cnnectin, see Creating and Editing Livelink Cnnectins. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected Livelink cnnectins, r click Cancel t return t the Livelink Cnnectin interface withut deleting the selected Livelink cnnectins. Creating and Editing Livelink Cnnectins T create a new Livelink cnnectin, click Create n the ribbn. T mdify a previusly-cnfigured Livelink cnnectin, select the Livelink cnnectin, and then click Edit n the ribbn. In the Create Livelink Cnnectin r Edit Livelink Cnnectin interface, cnfigure the fllwing settings: 1. Livelink Cnnectin Name Enter a Name fr the Livelink cnnectin. Then enter an ptinal Descriptin fr the Livelink cnnectin fr further reference. 2. Agent Select a Surce DcAve Agent frm the drp-dwn menu that will be used t cnnect t the Livelink server. 3. HTTP Tunneling HTTP tunneling is a methd t cnnect t Livelink. Accrding t yur cnfiguratins f Livelink, select whether t use Http tunneling fr the cmmunicatin with Livelink. Select the Use Http tunneling checkbx t use it. 4. Livelink Server Settings Cnfigure the fllwing settings depending n yur selectin in the HTTP Tunneling field. If the Use HTTP tunneling checkbx is selected, cnfigure the settings belw. If the Use HTTP tunneling checkbx is nt selected, prceed t step 4. a. b. c. d. Prxy Optin Select t use Prxy server r Web server t access t Livelink. Web server If yu select Web Server as the Prxy Optin, then specify the hstname r IP address f the Web server. Prxy Server If yu select Prxy Server as the Prxy Optin, then specify the hstname r IP address f the Prxy Server. Prt Enter the prt number f the Livelink server t get the cnnectin with Livelink server. By default, the prt number is 80. Livelink CGI URL Enter a Livelink CGI URL which yu cnfigured in the Livelink server. Livelink username Enter a username f the Livelink user fr accessing the Livelink server. Theretically, the user s privilege is equals t r higher than Public Access 193
enabled, it is strngly recmmended specifying a user with the System administratin rights privilege. e. f. g. h. Livelink passwrd Enter the crrespnding passwrd f the specified Livelink user. Livelink dmain Enter the name f the Livelink dmain where the Livelink user is. If the specified Livelink user is in the Livelink system dmain, yu need t leave this ptin blank. HTTP username Enter the HTTP username t set up access t the web server. HTTP passwrd Enter the HTTP passwrd t set up access t the web server. If the Use Http Tunneling checkbx is nt selected, cnfigure the fllwing settings: a. b. c. d. e. Livelink server Enter the hstname r IP address f the Livelink server. Prt Specify the prt. The prt is cnfigured in Livelink server, and it is used t cnnect t Livelink server. By default, the prt number is 2099. Livelink username Enter a username f the Livelink user fr accessing the Livelink server. Theretically, the user s privilege is equals t r higher than Public Access enabled, it is strngly recmmended specifying a user with the System administratin rights privilege. Livelink passwrd Enter the crrespnding passwrd f the specified Livelink user. Livelink dmain Enter the name f the Livelink dmain where the Livelink user is. If the specified Livelink user is in the Livelink system dmain, yu need t leave this ptin blank. 5. Livelink Database Cnnectin Select whether t cnfigure the Livelink Database Cnnectin. Select the Livelink Database Cnnectin checkbx if yu want t cnfigure the cnnectin. T view the detailed Livelink database infrmatin, yu can navigate t Livelink Administratin > Database Administratin > Maintain Current Database, and then enter the apprpriate infrmatin. *Nte: Livelink stres all data in the Livelink Database, but DcAve Livelink Migratr can lad mst f the data by using the API (Applicatin Prgramming Interface). If yu d nt cnfigure the Livelink database cnnectin, the fllwing cntent cannt be migrated. Best Bets Value/ Best Bets Expiry Pll Results 6. Click Validatin Test t verify the cnnectin and the cnfiguratins. 7. Click OK t save the cnfiguratins and return t the Livelink Cnnectin interface, r click Cancel t return t the Livelink Cnnectin interface withut saving any changes. 194
Cnfiguring a Livelink Online Migratin Befre yu cnfigure a Livelink Online migratin jb, yu must first cnfigure the Livelink cnnectin s that DcAve Agents can cnnect t the Livelink server. In additin, yu must cnfigure the migratin database, which stres links and detailed jb infrmatin in SQL fr every farm that will be using the Livelink migratr. Fr mre infrmatin n hw t cnfigure Livelink cnnectin, refer t Managing Livelink Cnnectins. Fr mre infrmatin n hw t cnfigure the migratin database, refer t Cnfiguring Migratin Databases. After the Livelink cnnectin and the migratin database are cnfigured, refer t the sectins belw t use Livelink Migratr. Abut Filter Plicies The Filter Plicy allws yu t set up filter rules s that yu can cntrl what bjects and data in Livelink will be migrated. By setting up and saving filter plicies, yu can apply the same filter plicy t different plans withut having t recreate them each time. T access the Filter Plicy interface, click Prfile Settings n the Hme tab. On the Prfile Settings page, click Filter Plicy n the ribbn. The Filter Plicy interface displays any filter plicies that yu have previusly created. In this interface, yu can change the number f filter plicies displayed per page and the rder in which they are displayed. T change the number f filter plicies displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the filter plicies, click n a clumn heading such as Filter Plicy Name, and Descriptin. Custmize hw these filter plicies are displayed in a number f different ways: Search Filters the previusly-created filter plicies displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the filter plicies viewing pane, enter the keywrd fr the filter plicies yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the filter plicies in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the filter plicies in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Manages which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then select the checkbx next t the clumn name t have that clumn shwn in the list. Hides the clumn. Click f the clumn yu want t hide, the clumn is hidden. Perfrm the fllwing actins in the Filter Plicy interface: 195
Click Create n the ribbn t create a new filter plicy. Fr detailed infrmatin n creating a new filter plicy, see Creating and Editing Filter Plicies. Click View n the ribbn t view additinal infrmatin n the selected filter plicy. Click Edit n the ribbn t change the cnfiguratins fr the selected filter plicy. Fr details n editing cnfiguratins fr filter plicies, see Creating and Editing Filter Plicies. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected filter plicies, r click Cancel t return t the Filter Plicy interface withut deleting the selected filter plicies. Creating and Editing Filter Plicies T create a new filter plicy, click Create n the ribbn. T mdify a previusly-cnfigured filter plicy, select the filter plicy, and then click Edit n the ribbn. In the Create Filter Plicy r Edit Filter Plicy interface, cnfigure the fllwing settings: 1. 2. 3. Name Enter the name fr the filter plicy that yu are creating, r rename the selected filter plicy that yu are editing. Descriptin (ptinal) Enter a descriptin fr this filter plicy. Filter Rule A filter rule allws yu t filter the items, lists and versins that yu want t migrate by setting up a set f filter criteria. Fllw the steps belw t set up yur wn filter rules: f. Click Add a Filter Level Grup t add a filter rule, and then the filter rule cnfiguratin field appears. Yu can chse Item, List r Versin as the bject that the rule will functin n. g. h. i. j. Fr the list and item levels, Name is the default rule, and Cntains is the default cnditin. Click Name t change the rule frm the drp-dwn menu, and then specify the crrespnding cnditin and value. Fr the versin level, Dcument Versin is the default rule, and Only Latest [] Versin(s) is the default cnditin. Click Dcument Versin t change the rule frm the drp-dwn menu, and then specify the crrespnding cnditin and value. Enter the Value accrding t the specific filter rule and filter cnditin. Repeat the step a, b, c, and d, r step b, c, and step d t add mre filter rules. There are tw lgic settings: And and Or. By default, the lgic is set t be And. If desired, change the lgic t Or by selecting it frm the drp-dwn list. And The cntent which meets all the criteria will be filtered t be included. Or The cntent which meets any ne f the criteria will be filtered t be included. 196
4. Click OK t save the cnfiguratins and return t the Filter Plicy interface, r click Cancel t return t the Filter Plicy interface withut saving any changes. Abut Mapping Settings Befre perfrming a Livelink Migratin jb, yu may want t define ptinal Dmain Mapping, User Mapping, Grup Mapping, and Permissin Mapping settings. Dmain Mapping (Optinal) Use dmain mapping if yu wish t replace a dmain name in the surce with anther dmain name in the destinatin. If yu chse t run a jb withut dmain mapping, DcAve des nt migrate the user frm the surce dmain t the destinatin dmain. User Mapping (Optinal) Use user mapping if yu wish t replace existing surce nde username with destinatin nde username r default username (if cnfigured) in the destinatin. If yu chse t run a jb withut user mapping, DcAve migrates the surce users t the destinatin, but the migrated users remain the same as thse in the surce. Grup Mapping (Optinal) Use grup mapping if yu wish t map the surce grups t the specified destinatin grups. If yu chse t run a jb withut grup mapping, DcAve migrates the surce grup t the destinatin, but the migrated grups remain the same as thse in the surce. Permissin Mapping (Optinal) Use permissin mapping if yu wish t map the surce Livelink permissins t the destinatin SharePint permissins. If yu chse t run a jb withut permissin mapping, DcAve des nt migrate the surce Livelink permissins t the destinatin. Refer t the fllwing sectins t decide whether t cnfigure the mapping settings, and learn hw t cnfigure the mapping settings. Dmain Mapping If there are users with the same name but with different dmains respectively in the surce and destinatin, yu can map a surce dmain name in the destinatin by using dmain mapping. During migratin, Migratr will change the surce dmain name t yur specified dmain name in the destinatin nde. Therefre, the surce user summer\user1 can be mapped t SharePint dmain user may\user1 thrugh dmain mapping. 1. 2. 3. T access Dmain Mapping, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Mappings n the ribbn, and then select Dmain Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new Dmain Mapping rule. Fr specific instructins n setting up dmain mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. 197
User Mapping Use user mapping if yu wish t map an existing surce nde username t an existing SharePint user name in the destinatin. During migratin, Migratr will replace the surce username with yur specified username in the destinatin nde. 1. 2. 3. T access User Mapping, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Mappings n the ribbn, and then select User Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new User Mapping rule. Fr specific instructins n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Grup Mapping Use grup mapping if yu wish t map an existing surce grup name t a SharePint grup. During the migratin, Migratr will replace the surce grup name with yur specified grup name in the destinatin nde. 1. 2. 3. T access Grup Mapping, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Mappings n the ribbn, and then select Grup Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new Grup Mapping rule. Fr specific instructins n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Abut Permissin Mapping Permissin mapping allws yu t map permissins in the surce t SharePint permissins. During the migratin, Migratr will replace the surce permissin name with yur specified permissin name in the destinatin nde. Livelink Migratin prvides yu a Default Permissin Mapping rule t migrate the Livelink permissins t the SharePint Permissins, which is cntained as default permissin mapping rule in the default main prfile, when running a Livelink Migratin jb. *Nte: If yu use the user mapping and permissin mapping tgether, yu are able t merge the surce user s mapping permissins t the destinatin user. 198 1. 2. T access Permissin Mapping, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Mappings n the ribbn, and then select Permissin Mapping frm the drp-dwn menu. The Permissin Mapping interface appears.
The Permissin Mapping interface displays all previusly-cnfigured permissin mappings. In this interface, yu can change the number f permissin mappings displayed per page and the rder in which they are displayed. T change the number f permissin mappings displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the permissin mappings, click n a clumn heading such as Permissin Mapping Name, and Descriptin. Custmize hw these permissin mappings are displayed in a number f different ways: Search Filters permissin mappings displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the permissin mapping viewing pane, enter the keywrd fr the permissin mappings yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the permissin mappings in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the permissin mappings in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Manages which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then select the checkbx next t the clumn name t have that clumn shwn in the list. Hides the clumn. Click in the clumn title t hide the clumn. Perfrm ne f the fllwing actins n a selected permissin mapping: Click Create n the ribbn t create a new permissin mapping rule. Fr detailed infrmatin n creating a new permissin mapping, see Creating and Editing Permissin Mappings. Click View Details n the ribbn t see additinal settings fr this permissin mapping. Here yu can als click Edit n the ribbn t make changes t the permissin mapping s settings. Yu will be brught t the Edit Permissin Mapping page where yu can change this permissin mapping. Click Edit n the ribbn t change the cnfiguratin f this permissin mapping. Fr details n editing permissin mapping, see Creating and Editing Permissin Mappings. 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 interface withut deleting the selected permissin mappings. Creating and Editing Permissin Mappings Refer t the abve sectin fr detailed infrmatin n hw t access the Permissin Mapping interface. T create a new permissin mapping, click Create n the ribbn; t edit a previusly-cnfigured permissin mapping, select the permissin mapping and then click Edit n the ribbn. 199
In the Create Permissin Mapping r Edit Permissin Mapping interface, cnfigure the fllwing settings: 1. 2. Name and Descriptin Enter a Permissin Mapping Name fr the permissin mapping that yu are abut t create r edit. Then enter an ptinal Descriptin fr this permissin mapping fr future reference. Permissin Mapping Set up the mapping f Livelink permissins t SharePint permissins fr different levels. The Livelink privilege will be migrated t be the crrespnding SharePint Permissin Level. Cnfigure the fllwing settings t set up mappings fr different levels. a. Click the Wrkspace Level tab. Cnfigure the mapping frm the Livelink user s privileges t SharePint Permissin Levels, and cnfigure t add the Livelink users wh have the same privileges t SharePint grups as well. Add a Wrkspace Level Mapping Click Add a Wrkspace Level Mapping. Duble-click the textbx, and then a drp-dwn menu appears. Yu can manage the value f the textbxes by selecting the crrespnding Livelink privilege/sharepint grup/sharepint Permissin Level. Click New Livelink Privilege/New SharePint Grup/New SharePint Permissin Level t create a new Livelink privilege/sharepint grup/sharepint Permissin Level, then the Manage Livelink Privilege/Manage SharePint Grup/Manage SharePint Permissin Level tab appears. Fr mre infrmatin n creating a new Livelink privilege, SharePint grup and a new SharePint Permissin Level, refer t Abut Livelink Privilege sectin, Abut SharePint Grup sectin and Abut SharePint Permissin Level sectin belw. Edit a Wrkspace Level Mapping The SharePint grups and SharePint Permissin Levels in a Wrkspace level mapping are editable. Duble-click the textbx, and then a drp-dwn menu appears. Yu can change the value f the textbx by selecting the crrespnding SharePint grup/sharepint Permissin Level frm the drp-dwn menu. Click New SharePint Grup/New SharePint Permissin Level t create a new SharePint grup/sharepint Permissin Level, then the Manage SharePint Grup/Manage SharePint Permissin Level tab appears. Fr mre infrmatin n creating a new Livelink privilege, SharePint grup and a new SharePint Permissin Level, refer t Abut SharePint Grup sectin and Abut SharePint Grup sectin belw. Delete a Wrkspace Level Mapping Click Delete the Selected Mapping(s) t delete ne r mre Wrkspace level mappings. The default mappings cannt be deleted, but the SharePint grups and SharePint Permissin Levels in the default mappings are editable. *Nte: The Livelink user will have the mapped SharePint permissins and the SharePint grup s permissins after the migratin. 200 b. Click the List Level tab and cnfigure the mapping frm the Livelink list permissins t SharePint list permissins. Yu can nly edit the list level permissin mappings. Duble-click the SharePint Permissin Level textbx, and then a drp-dwn menu appears. Yu can select a SharePint Permissin Level frm the drp-dwn menu. Click
New SharePint Permissin Level t create a new SharePint Permissin Level, then the Manage SharePint Permissin Level tab appears. Fr mre infrmatin n creating a new SharePint Permissin Level, refer t Abut SharePint Permissin Level sectin belw. c. d. Click the Flder Level tab and cnfigure the mapping frm the Livelink flder permissins t SharePint flder permissins. Yu can nly edit the flder level permissin mappings. Duble-click the SharePint Permissin Level textbx, and then a drp-dwn menu appears. Yu can select a SharePint Permissin Level frm the drpdwn menu. Click New SharePint Permissin Level t create a new SharePint Permissin Level, then the Manage SharePint Permissin Level tab appears. Fr mre infrmatin n creating a new SharePint Permissin Level, refer t Abut SharePint Permissin Level sectin belw. Click the File/Item Level tab and cnfigure the mapping frm the Livelink file/item permissins t SharePint file/item permissins. Yu can nly edit the file/item level permissin mappings. Duble-click the SharePint Permissin Level textbx, and then a drp-dwn menu appears. Yu can select a SharePint Permissin Level frm the drpdwn menu. Click New SharePint Permissin Level t create a new SharePint Permissin Level, then the Manage SharePint Permissin Level tab appears. Fr mre infrmatin n creating a new SharePint Permissin Level, refer t Abut SharePint Permissin Level sectin belw. Abut Livelink Privilege Livelink Privilege assigns a particular set f permissins t users s that users can perfrm specific actins n yur Livelink envirnment. T access the Manage Livelink Privilege interface, click Prfile Settings n the Hme tab > Mappings > Permissin Mapping > Manage Livelink Privilege. The Manage Livelink Privilege interface appears, and yu will see a list f prvided r previusly cnfigured Livelink privileges. In this interface, yu can change the number f Livelink privileges displayed per page and the rder in which they are displayed. T change the number f Livelink privileges displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the Livelink privileges, click n a clumn heading such as Name and Descriptin. Custmize hw these Livelink privileges are displayed in a number f different ways. Search Filters the privileges displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the privileges yu wish displayed. Yu can select fr search t Search all pages r Search current page. Nte that the search functin is nt case sensitive. 201
Manages which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then select the checkbx next t the clumn name t have that clumn shwn in the list. Hides the clumn. Click in the clumn title t hide the clumn. Perfrm the fllwing actins in the Manage Livelink Privilege interface. Click Create n the ribbn t create a new Livelink privilege. Fr details n creating Livelink privilege, see Creating Livelink Privileges. Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this Livelink privilege. Here yu can als click Edit n the ribbn t make changes t the Livelink privilege s settings. Yu will be brught t the Edit Livelink Privilege page where yu can change this Livelink privilege. Click Edit n the ribbn t change the cnfiguratin f this Livelink privilege. Fr details n editing Livelink privilege, see Creating Livelink Privileges. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected Livelink privileges, r click Cancel t return t the Livelink Privilege page withut deleting the selected Livelink privileges. Creating Livelink Privileges T create a new Livelink privilege, click Create n the ribbn. T mdify a previusly-cnfigured Livelink privilege, select the Livelink privilege, and then click Edit n the ribbn. In the Create Livelink Privilege r Edit Livelink Privilege interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Name fr this Livelink privilege that yu are abut t create r edit. Then enter an ptinal Descriptin fr future references. 2. Permissins Chse which privileges t include in this Livelink privilege. Click the Select All checkbx t select r clear all privileges. 3. Click OK t save all f the cnfiguratins and return t the Manage Livelink Privilege interface, r click Cancel t return the Manage Livelink Privilege interface withut saving any cnfiguratins. Abut SharePint Grup Yu can manage SharePint grups by creating a new SharePint grup, viewing details f a previuslycnfigured SharePint grup, editing a previusly-cnfigured SharePint grup, r deleting a previuslycnfigured SharePint grup. T access Manage SharePint Grup, click Hme tab > Mappings > Permissin Mapping > Manage SharePint Grup. The Manage SharePint Grup interface appears, and yu will see a list f previusly-cnfigured SharePint grups. 202
In this interface, yu can change the number f SharePint grups displayed per page and the rder in which they are displayed. T change the number f SharePint grups displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the SharePint grups, click n a clumn heading such as Name and Descriptin. Custmize hw these SharePint grups are displayed in a number f different ways: Search Filters the grups displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the SharePint grup yu wish displayed. Yu can select fr search t Search all pages r Search current page. Nte that the search functin is nt case sensitive. Manages which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, then select the checkbx next t the clumn name t have that clumn shwn in the list. Hides the clumn. Click in the clumn title t hide the clumn. Perfrm the fllwing actins in the Manage SharePint Grup interface. Click Create n the ribbn t create a new SharePint grup. Fr detailed n creating a new SharePint grup, see Creating SharePint Grups. Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this SharePint grup. Here yu can als click Edit n the ribbn t make changes t the SharePint grup s settings. Yu will be brught t the Edit SharePint Grup page where yu can change this SharePint grup. Click Edit n the ribbn t change the cnfiguratin f this SharePint grup. Fr details n editing SharePint grup, see Creating SharePint Grups. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected SharePint Grups, r click Cancel t return t the SharePint Grup page withut deleting the selected SharePint grups. Creating SharePint Grups T create a new SharePint grup, click Create n the ribbn. T mdify a previusly-cnfigured SharePint grup, select the SharePint grup, and then click Edit n the ribbn. In the Create SharePint Grup r Edit SharePint Grup interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Name fr this grup that yu are abut t create r edit. Then enter an ptinal Descriptin fr future references. 2. SharePint Grup Owner Specify the SharePint grup wner. 3. Site Title Chse whether t add the site title t be a part f the grup name. Fr example, if the site title is A and the grup name yu specified is B, the created SharePint Grup name is A B. 203
4. Click OK t save the cnfiguratins and return t the Manage SharePint Grup page, r click Cancel t return t the Manage SharePint Grup page withut saving any cnfiguratins. Abut SharePint Permissin Level Yu can manage SharePint Permissin Levels by creating a new SharePint Permissin Level, viewing details f a previusly-cnfigured SharePint Permissin Level, editing a previusly-cnfigured SharePint Permissin Level, r deleting a previusly-cnfigured SharePint Permissin Level. T access Manage SharePint Permissin Level, click Hme tab > Mappings > Permissin Mapping > Manage SharePint Permissin Level. The Manage SharePint Permissin Level interface appears, and yu will see a list f previusly-cnfigured SharePint Permissin Level. In this interface, yu can change the number f SharePint Permissin Levels displayed per page and the rder in which they are displayed. T change the number f SharePint Permissin Levels displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the SharePint Permissin Levels, click n a clumn heading such as Name and Descriptin. Custmize hw these SharePint Permissin Levels are displayed in a number f different ways: Search Filters the SharePint Permissin Levels displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, type in the keywrd fr the SharePint Permissin Level yu wish displayed. Yu can select fr search t Search all pages r Search current page. Nte that the search functin is nt case sensitive. Manages which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, then select the checkbx next t the clumn name t have that clumn shwn in the list. Hides the clumn. Click in the clumn title t hide the clumn. Perfrm the fllwing actins in the Manage SharePint Permissin Level interface. Click Create n the ribbn t create a new SharePint Permissin Level. Fr detailed n creating a new SharePint Permissin Level, see Creating SharePint Permissin Levels. Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this SharePint Permissin Level. Here yu can als click Edit n the ribbn t make changes t the SharePint Permissin Level s settings. Yu will be brught t the Edit SharePint Permissin Level page where yu can change this SharePint Permissin Level. Click Edit n the ribbn t change the cnfiguratin f this SharePint Permissin Level. Fr details n editing SharePint Permissin Level, see Creating SharePint Permissin Levels. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected SharePint Permissin Levels, 204
r click Cancel t return t the SharePint Permissin Level page withut deleting the selected SharePint Permissin Levels. Creating SharePint Permissin Levels T create a new SharePint Permissin Level, click Create n the ribbn. T mdify a previuslycnfigured custmized SharePint Permissin Level, select the SharePint Permissin Level, and then click Edit n the ribbn. In the Create SharePint Permissin Level r Edit SharePint Permissin Level interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Name fr this SharePint Permissin Level that yu are abut t create r edit. Then enter an ptinal Descriptin fr future references. 2. Permissins Chse which permissins t include in this SharePint Permissin Level. Yu can select specified permissins f List Permissins, Site Permissins, and Persnal Permissins by checking the checkbx befre a specified permissin. Check the Select All checkbx t select r clear all permissins. 3. Click OK t save the created SharePint Permissin Level, r click Cancel t return t the Manage SharePint Permissin Level page. Dynamic Rules Dynamic rules allw yu t cnfigure yur wn mapping rules using C# prgramming language. *Nte: If yur DcAve 6 SP3 platfrm has been upgraded frm a previus versin f DcAve, the dynamic rules cnfigured using JavaScript cannt be upgraded because JavaScript is nt cmpatible with C#. T access Dynamic Rule, click Prfile Settings n the ribbn f Hme tab, and then Prfile Settings tab appears. Click Dynamic Rule n the ribbn. The Dynamic Rule interface appears. In the Dynamic Rule interface, yu will see a list f previusly-cnfigured dynamic rules. In this interface, yu can change the number f dynamic rules displayed per page and the rder in which they are displayed. T change the number f dynamic rules displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the dynamic rules, click n a clumn heading such as Name and Descriptin. Custmize hw these dynamic rules are displayed in a number f different ways: Search Filters dynamic rules displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Dynamic Rule viewing pane, enter the keywrd fr the dynamic mappings yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the dynamic rules in all f the pages whse names and descriptins cntain the 205
keywrds will be displayed; while Search current page means that nly the dynamic rules in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Manages which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click, and then select the checkbx next t the clumn name t have that clumn shwn in the list. Hides the clumn. Click in the clumn title t hide the clumn. Yu may perfrm the fllwing actins t a dynamic rule: Click Create n the ribbn t create a dynamic rule. Fr detailed n creating a new dynamic rule, see Cnfiguring Dynamic Rules. Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this dynamic rule. Here yu can als click Edit n the ribbn t make changes t the dynamic rule s settings. Yu will be brught t the Edit dynamic rule page where yu can change this dynamic rule. Click Edit n the ribbn t change the cnfiguratin f this dynamic rule. Fr details n editing dynamic rule, see Cnfiguring Dynamic Rules. 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 rules, r click Cancel t return t the dynamic rule withut deleting the selected dynamic rules. Cnfiguring Dynamic Rules T create a new dynamic rule, click Create n the ribbn. T edit a previusly-cnfigured dynamic rule, select the dynamic rule and then click Edit n the ribbn. In the Create Dynamic Mapping r Edit Dynamic Mapping interface, cnfigure the fllwing settings: 1. 2. 3. Name and Descriptin Enter a Dynamic Rule Name fr the dynamic mapping that yu are abut t create r edit. Then enter an ptinal Descriptin fr this dynamic mapping fr future reference. Uplad a DLL File Click Brwse t brwse a previusly cnfigured DLL file written in C# The DLL file enables yu t cnfigure yur wn mappings. Click OK t save the cnfiguratin and return t the Dynamic Rule interface. Click Cancel t return t the Dynamic Rule interface withut saving any cnfiguratin r changes. Setting Up Livelink Online Migratin Prfiles The Online Migratin Prfile allws yu t specify and define numerus settings fr the Migratin jbs including Migratin Optins, Filter Optins, Mapping Optins, and Advanced Optins. Fllw the instructins belw t create an Online Migratin Prfile. 1. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. 206
2. On the Prfile Settings tab, in the Plan Mde grup, ensure Online Mde is highlighted. 3. Click Migratin Optins n the left-hand panel, and frm the Prfile Settings tab, under the Sub-prfile Management grup, click Edit Sub-prfile t make the Migratin Optins field active. 4. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. 5. Enter a prfile name in the pp-up windw and click OK. 6. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins Sub-Prfile frm the drp-dwn menu. Fr details abut this sectin, refer t Migratin Optins. 7. Select the Filter Optins frm the left-hand pane. It allws yu t select specific bjects t be migrated frm the Livelink t SharePint. Filter Plicy The default filter plicy is set t be nne. Yu may select a previuslycreated filter plicy frm the drp-dwn menu. Or click New Filter Plicy t create a new Filter Plicy. Click View next t the text bx t view the selected filter plicy. Fr mre detailed infrmatin abut the Filter Plicy, refer t Abut Filter Plicies. Object Type Filter Optin Specify the Livelink bject type yu wish t be migrated t SharePint. Migrate the bject f all the types Migrates all supprted Livelink bject types t SharePint. Specify the type(s) fr the bject yu wish t migrate Migrates the specified Livelink bject types t SharePint. Click Add an Object Type t enter an bject type ID and then yu can select t include r exclude this bject type in a migratin jb by checking r unchecking the crrespnding checkbx. 8. Select the Mapping Optins frm the left-hand pane. Select a previusly-cnfigured Mapping Optins Sub-Prfile frm the drp-dwn menu. Fr details abut this sectin, refer t Mapping Optins. 9. Select the Advanced Optins frm the left-hand pane and cnfigure the Character Length Settings and the Illegal Character Replacement Settings. Fr details abut this sectin, refer t Advanced Optins. 10. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace existing prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Click Discard Changes t clear all the mdificatins having been made t the current prfile. Migratin Optins Migratin Optins allws yu t migrate the cntent and the security t SharePint. Set up a Migratin Optins Sub-Prfile by the fllwing steps. 1. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. 2. On the Prfile Settings tab, in the Plan Mde grup, ensure Online Mde is highlighted. 207
3. Click Migratin Optins n the left-hand pane, and frm the Prfile Settings tab, under the Subprfile Management grup, click Edit Sub-prfile t make the Migratin Optins field active. 4. Frm the Prfile Settings tab, in the Prfile/Sub-prfile grup, click New. 5. Enter a sub-prfile name in the pp-up windw and click OK. 6. Click the Cntent tab t cnfigure the fllwing Cntent settings. e. f. Under the Site Cllectin/Site Settings heading, cnfiguring the fllwing settings: Managed Path If the destinatin nde is a Web applicatin, the crrespnding site cllectins will be created under this Web applicatin fr migrating the Livelink bjects. The value entered in the Custmized path textbx and the site template selected frm the Site template drp-dwn list will be managed path and the site template fr the newly-created site cllectin. Yu are allwed t enter the site template ID in the site template textbx t specify a site template. Yu can als select a language fr this newly-created site cllectin frm the Site language drp-dwn list. Navigatin Optins Adds the newly created site name t the parent tp link bar, parent quick launch, r t inherit the parent site tp link bar. By default, all the three checkbx are selected. Rt File Optin Migrates the rt files that are under the wrkspace and prject t a specified SharePint dcument library. If yu select this ptin, yu can custmize the library name by entering a name in the Dcument library name text bx. Hme Dcuments is prvided as a default dcument library name. Under the List/Item Settings heading, cnfigure the fllwing settings: Flder Settings Creates a cntent type fr string the migrated flder s prperties. The cntent type will be created and added t the crrespnding library in SharePint after the migratin jb, and then the migrated flder will use this cntent type. Yu can custmize the cntent type name by entering a name in the Cntent type name text bx. Livelink Flder is prvided as a default cntent type name. Flder Structure Management Cllapses flder structure f the migrated cntent. If yu d nt cnfigure this ptin, nly the cntent f the Livelink tplevel flder can be migrated t destinatin, the tp-level flder will nt be migrated t SharePint after the migratin jb. Cllapse flder structure Migrates all the files within the Livelink structured flders t the same lcatin by breaking the structures. Yu can chse t display the surce path f the flder r file by adding a clumn in the destinatin by checking the Add a clumn t keep the surce path checkbx; yu can custmize the clumn name, the default name is DcAve Surce Path. 208
Create tp level flder n destinatin Keeps the entire flder structure after the migratin by selecting the Create tp level flder n destinatin checkbx. Cmpund Dcuments Optin Migrates the surce Livelink cmpund dcuments as SharePint dcument sets. Attribute Optin Migrates the Livelink additinal attribute t SharePint, clumns will be created in the crrespnding SharePint list r library fr displaying the additinal attribute infrmatin after the migratin jb. Link Optin Creates links in the migrated flders r lists t keep cnsistent with the surce structure. Clicking the links will take yu t the crrespnding lists r libraries that stre the real Livelink cntent. 7. Click the Security tab t cnfigure the fllwing Security settings. g. h. Migrate User Migrates the Livelink users t SharePint. Security When yu chse t migrate the Livelink user, yu can further select whether t migrate the surce Livelink security t SharePint by selecting the Migrate security checkbx. 8. Click Save t save the sub-prfile. Alternatively, click Save as and enter a sub-prfile name t save it as anther prfile. Select Save and replace existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Click Discard Changes t clear all the mdificatins having been made t the current prfile. Mapping Optins Mapping Optins allw yu t set up the List Mapping, the Security Mapping, and the Dynamic Mapping Rule in a centralized interface. Fllw the instructins belw t set up a Mapping Optins Sub-Prfile. 1. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. 2. On the Prfile Settings tab, in the Plan Mde grup, ensure Online Mde is highlighted. 3. Click Mapping Optins n the left-pane, and frm the Prfile Settings tab, under the Sub-prfile Management grup, click Edit Sub-prfile t make the Mapping Optins field active. 4. Frm the Prfile Settings tab, in the Prfile/Sub-prfile grup, click New. 5. Enter a sub-prfile name in the pp-up windw and click OK. 6. Click the Categry Mapping tab t cnfigure the categry mapping frm Livelink t SharePint. Cnfigure the fllwing settings t set up a Categry Mapping. i. Categry Optin Select the Migrate Livelink Categries t the destinatin checkbx t migrate the Livelink categry infrmatin t SharePint. Migrate Livelink Categries as SharePint cntent types If yu select this ptin, after the migratin jb, the categry lists will be created in SharePint, 209
and the cntent type that stres the categry infrmatin will be added in these categry lists. Meanwhile, a clumn will be created in the destinatin list r library, the categry links displayed in this clumn will designate t the categry lists, yu can directly view the categry infrmatin by clicking the categry links. Migrate Livelink Categries as SharePint clumns If yu select this ptin, clumns will be created in the crrespnding SharePint list r library fr displaying the Livelink categry infrmatin after the migratin jb. *Nte: The Livelink list level bject cannt migrate the categry infrmatin t SharePint if yu select Migrate Categries as Clumn. j. Cntent Type Mapping Enter the name and the versin f the surce Livelink categry in the Livelink Categry text bx, the desired name f the SharePint cntent type. The entered surce Livelink categry will be migrated as a SharePint cntent type with the entered SharePint cntent type name in the destinatin. *Nte: This sectin nly appears after selecting Migrate Livelink Categries as SharePint cntent types radi buttn in the Categry Optin sectin. k. Attribute Mapping Click Add an Attribute Mapping t add an attribute mapping. Enter the name f the surce Livelink attribute in the Livelink Attribute text bx, the desired SharePint clumn name in the SharePint Clumn Name text bx, and select the SharePint clumn type frm the SharePint Clumn Type drp-dwn list. 7. Click the List Mapping tab t cnfigure the list mapping frm Livelink t SharePint. Cnfigure the fllwing settings t set up a List Mapping. l. m. List Name Mapping Click Add a List Name Mapping t add a list name mapping. Duble-click the Livelink Name textbx and the crrespnding SharePint List Name textbx t enter a Livelink list name and a SharePint list name separately. Click Delete the Selected List Name Mapping(s) t delete ne r mre selected mappings. If the SharePint list name des nt exist in SharePint, the list will be created in SharePint after the migratin jb. List Template Mapping Cnfigure a list template mapping rule fr the Livelink migratin. Select a Livelink Template frm the Livelink Template drp-dwn list and frm the SharePint List Template drp-dwn list, r enter a SharePint list template name r list template ID that the selected Livelink list template will be mapped t. It is recmmended t use the default template mappings because sme errrs may ccur r sme data may be lst during the migratin if yu change the default Template mappings. By default, the Livelink Template will be migrated t the crrespnding SharePint List Template shwn as the table belw. Livelink Template Appearance SharePint List Template Dcument Library 210
n. Livelink Template SharePint List Template Channel Annuncement Cmpund Dcument Dcument Library Discussin Discussin Bard Flder Dcument Library Task List Prject Tasks List Clumn Mapping Click Add a Clumn Mapping t add a clumn mapping fr migrating Livelink clumns. Duble-click the Livelink Clumn Name textbx and the crrespnding SharePint Clumn Name textbx t enter a Livelink clumn name and a SharePint clumn name separately, and duble-click the crrespnding SharePint Clumn Type textbx, then select a SharePint cntent type frm the drp-dwn list. Click Delete the Selected Mapping(s) t delete ne r mre selected mappings. If the SharePint clumn name des nt exist in SharePint, the clumn will be created in SharePint after the migratin jb. *Nte: If yu select t migrate a Livelink clumn t a Managed Metadata type clumn. The Managed Metadata windw appears. Enter the term stre path in the prvided text bx t specify an existing term stre. By default Allw multiple term values is checked t separate character string int different clumns. If yu d nt check the Allw multiple values separated by ; int clumns checkbx t enter a character in the ; textbx t separate the character string, ; will be used t separate the character string by default. Yu can manage the created List Template Mapping and List Clumn Mapping in the fllwing ways: Click t add anther list mapping after cmplete cnfiguring the current mapping. Click and all the created list mapping rule are displayed in the drp-dwn menu. Click n the rule name t view the settings f the selected list mapping rule. Click next t rule name t delete the crrespnding list mapping rule. 8. Click the Security Mapping tab t cnfigure the security mapping frm the Livelink user, dmain, grup and permissins t the SharePint user, dmain, grup and permissins. Cnfigure the fllwing settings t set up a Security Mapping. User Mapping (Optinal) Replaces existing user name in Livelink with the existing r default username in SharePint metadata fields. Select a previusly-created User Mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected user mapping by clicking View. If yu want t create a new user mapping rule, click New User Mapping in the drp-dwn menu, and then yu are brught t User Mapping Create page. Fr specific instructins n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. 211
Dmain Mapping (Optinal) Replaces existing dmain name in Livelink with anther dmain name in SharePint metadata fields. Select a previusly-created Dmain Mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected dmain mapping by clicking View. If yu want t create a new dmain mapping rule, click New Dmain Mapping in the drp-dwn menu, and then yu are brught t the Dmain Mapping Create page. Fr specific instructins n setting up dmain mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Grup Mapping (Optinal) Replaces grups in Livelink t the existing grups in SharePint metadata field. Select a previusly-created Grup Mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected grup mapping by clicking View. If yu want t create a new grup mapping rule, click New Grup Mapping in the drp-dwn menu, and then yu are brught t the Grup Mapping Create page. Fr specific instructins n setting up grup mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Permissin Mapping (Required) Maps the Livelink permissins t the SharePint permissins. A default permissin mapping rule is prvided with the name f Default Permissin Mapping. Select a previusly-created Permissin Mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected permissin mapping by clicking View. If yu want t create a new permissin mapping rule, click New Permissin Mapping in the drp-dwn menu, and then yu are brught t the Permissin Mapping Create page. Fr specific instructins n setting up Permissin Mapping, refer t Creating and Editing Permissin Mapping. 9. Click Save t save the sub-prfile. Alternatively, click Save as and enter a sub-prfile name t save it as anther prfile. Select Save and replace existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Click Discard Changes t clear all the mdificatins having been made t the current prfile. Advanced Optins Advanced ptins allw yu t cnfigure dynamic rule settings, character length settings, and illegal character replacement settings. Refer t the fllwing sectin t set up Advanced Optins. Dynamic Rules Dynamic rules allw yu t cnfigure yur wn mappings using C# prgramming language. Select a previusly-cnfigured dynamic rule frm the Dynamic Rule drp-dwn list. Click View t view the selected dynamic rule r click New Dynamic Rule frm the drp-dwn list t create a new dynamic rule. And then select the newly created dynamic rule frm the drp-dwn list. In the Create Dynamic Rule interface, cnfigure the fllwing settings: 1. 2. 3. 212 Name and Descriptin Enter a Dynamic Rule Name fr the dynamic rule that yu are abut t create r edit. Then enter an ptinal Descriptin fr this dynamic rule fr future reference. Uplad a DLL File Click Brwse t brwse a previusly cnfigured DLL file written in C# prgramming language. The DLL file enables yu t cnfigure yur wn mappings. Click OK t save the cnfiguratin and return t the Dynamic Rule interface. Click Cancel t return t the Dynamic Rule interface withut saving any cnfiguratin r changes.
Character Length Settings Cnfigure character length limitatins fr SharePint URL, filename, and flder name. In SharePint, the maximum length f SharePint URL is 260 characters, and the maximum length f file name and flder name is 128 characters. 1. 2. 3. Maximum Length f the flder name The default value is 60 and yu can define the value frm 1 t 128. If the flder name exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a flder migrated frm Livelink is named abcdef in the surce and the value that yu set here is 5. The flder will be named abcde after the migratin. Maximum Length f the file name The default value is 80 and yu can define the value frm 1 t 128. If the file name, including the file extensin, exceeds the limitatin, the extra characters will be pruned frm the end. Fr example, a file is named abcdef.txt in the surce and the value that yu set here is 5. The file will be named a.txt after the migratin. Maxim Length f the SharePint URL The default value is 255 and yu can define the value frm 1 t 260. The length f the SharePint URL is calculated frm the first character f the managed path, that is /. *Nte: If the flder URL exceeds the limitatin, the flder and its cntent will be migrated t its previus level flder till the flder URL des nt exceed the limitatin. If there is a file whse URL exceeds the limitatin within a flder, it will be migrated t its previus level flder till the file URL des nt exceed the limitatin. If the file URL exceeds the limitatin, the file will be migrated t its previus level flder till the file URL d nt exceeds the limitatin. Illegal Character Replacement Settings Mdify and add illegal character mapping fr Grup Level, Flder level, and File level t the specified characters in SharePint. By default, all illegal characters are replaced with an underline (_).Click Grup Level, Flder Level, r File Level n the tab t enter int each page. T mdify an illegal character mapping, duble-click_ in the clumn f Replace with behind an illegal character and change _ with yur specified character. T add an illegal character mapping, click Add an Illegal Character and then enter yur specified illegal character in the clumn f Illegal character in SharePint and the crrespnding valid character in the clumn f Replace with. Click Add an Illegal Character again and anther illegal character mapping can be created. T delete ne r mre previusly-cnfigured an illegal character mapping, select the mappings and click Delete the Selected Illegal Character(s). Yu can als remve a previusly-cnfigured illegal character mapping by clicking. 213
Perfrming a Livelink Online Migratin An nline Livelink Migratin directly migrates cntents, securities, and cnfiguratin frm Livelink Server t SharePint envirnment. An ffline migratin exprts the Livelink cntents, securities, and cnfiguratins t a strage lcatin first, and then imprts the exprted data t the SharePint frm the strage lcatin. T start the Livelink Online Migratin, click Online Migratin n the ribbn, and then yu are brught t the Create a New Plan interface. T perfrm a Livelink migratin jb, fllw the instructins belw. Selecting the Surce and Destinatin Ndes 1. In the Surce pane, click the Livelink Cnnectin name t expand the data tree. T select the surce nde: a. b. Find the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name if the nde (fr example, wrkspace, flder, and item) int the Input Keywrd text bx t search fr the destinatin nde. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. Select the surce nde by checking the crrespnding checkbx r radi buttn. *Nte: Fr what kinds f surce cntents are supprted and unsupprted in the migratin, refer t Supprted and Unsupprted Elements fr Livelink Migratr. 2. In the Destinatin pane, click the farm name t expand the data tree. T select the destinatin nde: a. b. Select the nde which yu wish t migrate the surce data 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 which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. Select the destinatin nde by selecting crrespnding radi buttn. Yu can als create a new cntainer t be the destinatin nde withut leaving the current page. Fr details n creating a cntainer in SharePint, refer t Creating Cntainers. 3. There are tw methds t saving and/r running this jb: Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw interface appears. Fr mre infrmatin n hw t cnfigure the Run Nw interface, refer t Cnfiguring the Run Nw Interface. 214
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. Cnfiguring the Save As New Plan Interface Cnfigure the fllwing settings t build up a migratin plan. 1. 2. 3. 4. 5. 6. 7. 8. Plan Name Enter a name in the text bx fr the plan yu are abut t create. It is ptinal t enter the descriptin fr the plan. Prfile Selectin Cnfigure the related migratin ptins and mappings fr the migratin jb. Select a previusly-created main prfile frm the drp-dwn menu. Livelink Migratin prvides yu a default main prfile named Default Prfile. Click New Prfile t create a new prfile, and then yu are brught t the Prfile Settings interface. Fr the detailed instructins t cnfigure the main prfile, see Setting Up Livelink Online Migratin Prfiles. Livelink Prject Migratin Optin Select whether t migrate the Livelink prject as a site r as a site cllectin t SharePint. Schedule Selectin Cnfigure the schedule settings. Fr mre infrmatin n the schedule cnfiguratins, refer t Cnfiguring Schedule Selectin. N Schedule Select this ptin t apply the rules f this plan, and then yu must run the jb manually. Cnfigure the schedule myself Select this t cnfigure the specific time yu want t cllect the data f this prfile. The Schedule Settings area appears when yu select this ptin. Click Add Schedule. The Add Schedule interface appears. Fr mre infrmatin n hw t cnfigure the settings in Add Schedule interface, refer t Cnfiguring the Add Schedule Interface. Ntificatin Select the e-mail Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grup r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Select the Als use Specified Database t stre the jb data checkbx t stre the detailed jb infrmatin in the migratin database. If this checkbx is deselected, the detailed jb infrmatin will nt be stred in the migratin database. Check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Ensure that the database is available; therwise the migratin jb will fail. Click Save t save the plan r select Save and Run Nw frm the Save drp-dwn list t save the plan and run the plan immediately. The Run Nw interface appears. Fr mre infrmatin n hw t cnfigure the Run Nw interface, refer t Cnfiguring the Run Nw Interface. Or click Cancel t return t the Livelink Migratin interface. 215
Cnfiguring the Run Nw Interface Fllw the steps belw t cnfigure the Run Nw interface. 1. 2. 3. 4. Optins Select a type f migratin fr this schedule. Full migratin Migrate all surce data t the destinatin. Incremental migratin Cmpare cntent frm the last migratin jb and then migrates nly the data that has changed and the data that is failed t be migrated in the last jb. *Nte: If yu select the Incremental migratin ptin and cnfigure the Cntent level cnflict reslutin as Overwrite r Append, the Remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb ptin in the Cnflict Reslutin sectin will be enabled, and yu are required t decide whether r nt t re-migrate the bjects whse metadata/securities failed t be migrated in the last migratin jb. Cnflict Reslutin This is used t select a reslutin when the item name in the surce nde cnflicts with an existing item in the destinatin nde. Select Merge r Skip frm the Cntainer level cnflict reslutin drp-dwn list. If yu select Merge, the Check lwer bjects checkbx is checked as mandatry and yu need t select Overwrite, Skip r Append frm the Cntent level cnflict reslutin drp-dwn list. If yu select Skip, the Check lwer bjects checkbx is ptinal. Fr mre detailed infrmatin n Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Jb Status Optin Select the Ignre metadata/security exceptins checkbx t ignre the Exceptin r Failed jb which is failed due t the metadata/security exceptins. When running an Incremental jb, the abve kind f jbs will be ignred. Click OK t run the jb immediately, r click Cancel t return t the Plan Manager interface. Cnfiguring the Add Schedule Interface Fllw the steps belw t cnfigure the Add Schedule interface. 1. 2. Schedule Settings Specify the frequency t run this recurring schedule. Enter an integer int the text bx, and select Minute(s), Hur(s), Day(s), Week(s), Mnth(s) frm the drp-dwn menu. Range f Recurrence Specify when t start the jb, and the schedule ending. Start Time Enter the time t start the plan. The Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Enter the time t end the recurrence f plans. 216
3. 4. Click OK n the ribbn t save the schedule setting cnfiguratins. Click Cancel n the ribbn t return t the plan setting interface withut saving any changes. Repeat the cnfiguratins abve t create mre schedules. Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the fllwing settings: 1. 2. 3. 4. 5. 6. Cnflict Reslutin Specify the cnflict reslutin when the item names in Livelink cnflicts with an existing item in SharePint. Fr the Cntainer level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check the lwer bjects, and cnfigure the cntent level cnflict reslutin. Skip prvides the cnfiguratin f the cntent level cnflict reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Prfile Selectin Cnfigure the related migratin ptins and mappings fr the migratin jb. Select a previusly-created main prfile frm the drp-dwn menu. Livelink Migratin prvides yu a default main prfile named Default Prfile. Migratin Database Select the Als use Specified Database t stre the jb data checkbx t stre the detailed jb infrmatin in the migratin database. If this checkbx is deselected, the detailed jb infrmatin will nt be stred in the migratin database. Click Test t check whether the previusly-cnfigured migratin database is available. After the testing is cmpleted, click Details, Agent Name and Status are displayed. Fr the detailed infrmatin abut the Migratin Database, refer t Cnfiguring Migratin Databases. Ntificatin Select the e-mail Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Livelink Prject Migratin Optin Migrates the Livelink prject as a site r as a site cllectin t SharePint. Click OK t run the plan immediately r click Cancel t return t the Online Migratin interface withut saving any cnfiguratins r changes. 217
Livelink Offline Migratins Livelink Offline Migratin exprts the Livelink cntents, securities, and cnfiguratins t a strage lcatin first, and then imprts the exprted data t the SharePint frm the strage lcatin. Refer t the sectins belw t use Livelink Offline Migratin. Cnfiguring a Livelink Offline Migratin The crrespnding Livelink exprt prfile and imprt prfile must be in place prir t running an ffline Livelink Migratr jb. The sectin belw instructs the steps t set up an exprt prfile and an imprt prfile. Setting Up an Exprt Prfile An Exprt Livelink migratin prfile allws yu t define numerus settings including Migratin Optins and Filter Optins. Fllw the instructins belw t create an Exprt Livelink migratin prfile. 1. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. 2. On the Prfile Settings tab, in the Plan Mde grup, ensure Exprt Mde is highlighted. 3. Click Migratin Optins n the left-hand pane, and frm the Prfile Settings tab, under the Subprfile Management grup, click Edit Sub-prfile t make the Migratin Optins field active. 4. Frm the Prfile Settings tab, under the Prfile/Sub-prfile Management grup, click New. 5. Enter a prfile name in the pp-up windw and click OK. 6. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins Sub-Prfile frm the drp-dwn menu. The ptins may be different frm the ptins in Online Migratin prfile, but yu can refer t Migratin Optins sectin fr all the detailed infrmatin. 7. Select the Filter Optins frm the left-hand pane. It allws yu t select specific bjects t be migrated frm the Livelink t SharePint. Filter Plicy The default filter plicy is set t be nne. Yu may select a previusly- created filter plicy frm the drp-dwn menu. Or click New Filter Plicy t create a new Filter Plicy. Click View t view the selected filter plicy. Fr mre detailed infrmatin abut the Filter Plicy, refer t Abut Filter Plicies. a. b. Object Type Filter Optin Specify the Livelink bject type yu wish t be migrated t SharePint. Migrate the bject f all the types Migrates all types f Livelink bjects t SharePint. 218
Specify the types fr the bjects yu wish t migrate Migrates the specified types f Livelink bjects t SharePint. Click Add an Object Type t enter an bject type and then yu can select t include r exclude this bject type in a migratin jb by checking r unchecking the crrespnding checkbx. 8. Select Mapping Optins frm the left-hand pane. Use Mapping Optins t cnfigure categry mappings t map the Livelink categries t SharePint cntent types r clumns. a. Categries Optin Select this ptin t migrate the Livelink categry infrmatin t SharePint. Migrate Livelink Categries as SharePint cntent types If yu select this ptin, after the migratin jb, the categry lists will be created in SharePint, and the cntent type that stres the categry infrmatin will be added in these categry lists. Meanwhile, a clumn will be created in the destinatin list r library, the categry links displayed in this clumn will designate t the categry lists, yu can directly view the categry infrmatin by clicking the categry links. Migrate Livelink Categries as SharePint clumns If yu select this ptin, clumns will be created in the crrespnding SharePint list r library fr displaying the Livelink categry infrmatin after the migratin jb. *Nte: The Livelink list level bject cannt migrate the categry infrmatin t SharePint if yu select Migrate Categries as Clumn. b. Cntent Type Mapping Enter the name and the versin f the surce Livelink categry in the Livelink Categry text bx, the desired name f the SharePint cntent type. The entered surce Livelink categry will be migrated as a SharePint cntent type with the entered SharePint cntent type name in the destinatin. *Nte: This sectin nly appears after selecting Migrate Livelink Categries as SharePint cntent types radi buttn in the Categry Optin sectin. c. Attribute Mapping Click Add an Attribute Mapping t add an attribute mapping. Enter the name f the surce Livelink attribute in the Livelink Attribute Name text bx, the desired SharePint clumn name in the SharePint Clumn Name text bx, and select the SharePint clumn type frm the SharePint Clumn Type drp-dwn list. 9. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace existing prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Click Discard Changes t clear all the mdificatins having been made t the current prfile. Setting Up an Imprt Prfile An Imprt Livelink migratin prfile allws yu t define numerus settings including Migratin Optins, Mapping Optins and Advanced Optins. Fllw the instructins belw t create an Imprt Livelink migratin prfile. 219
1. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. 2. On the Prfile Settings tab, in the Plan Mde grup, ensure Imprt Mde is highlighted. 3. Click Migratin Optins n the left-hand pane, and frm the Prfile Settings tab, under the Subprfile Management grup, click Edit Sub-prfile t make the Migratin Optins field active. 4. Frm the Prfile Settings tab, under the Prfile/Sub-prfile Management grup, click New. 5. Enter a sub-prfile name in the pp-up windw and click OK. 6. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins Sub-Prfile frm the drp-dwn menu. The ptins may be different frm the ptins in Online Migratin prfile, but yu can refer t Migratin Optins sectin fr all the detailed infrmatin. 7. Select the Mapping Optins frm the left-hand pane. Select a previusly-cnfigured Mapping Optins Sub-Prfile frm the drp-dwn menu. Refer t Mapping Optins sectin fr all the detailed infrmatin. 8. Select the Advanced Optins frm the left-hand pane and cnfigure 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. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace existing prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Click Discard Changes t clear all the mdificatins having been made t the current prfile. 220
Perfrming a Livelink Offline Migratin Livelink Migratr allws yu t migrate the Livelink cntent t SharePint by exprting the Livelink cntents, securities, and cnfiguratins t a strage lcatin first, and then imprting the exprted data t the SharePint frm the strage lcatin. Exprting Data T exprt the Livelink data t an exprt lcatin, click Exprt n the ribbn, and then yu are brught t the Create a New Plan interface. Fllw the steps blew t perfrm the ffline Livelink migratin jb: 1. In the Surce pane, click the Livelink Server name t expand the data tree. T select the surce nde: a. b. Find the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name if the nde (fr example, wrkspace, flder, and item) int the Input Keywrd text bx t search fr the destinatin nde. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. Select the surce nde by checking the crrespnding checkbx r radi buttn. *Nte: Fr infrmatin n the surce cntents that are supprted in the migratin, refer t Supprted and Unsupprted Elements fr Livelink Migratr. 2. In the Destinatin pane, select a previusly-cnfigured exprt lcatin frm the drp-dwn list t stre the Livelink data r click New Exprt Lcatin t create a new ne. Fr details n creating an exprt lcatin fr exprt mde, refer t the Abut Exprt Lcatins (Offline Jbs Only) sectin f this guide. 3. Click Save As New Plan, and then yu are brught t the Save As New Plan interface. Cnfiguring the Save As New Plan Interface Refer t this sectin t cnfigure the fllwing plan settings t build up a migratin plan. 1. 2. 3. Plan Name Enter a name in the text bx fr the plan yu are abut t create. It is ptinal t enter the descriptin fr the plan Prfile Selectin Cnfigures the related migratin ptins and mappings fr the migratin jb. Select a previusly-created main prfile frm the drp-dwn menu. Livelink Migratin prvides yu a default main prfile named Default Prfile. Click New Prfile t create a new prfile, and then yu are brught t the Prfile Settings interface. Fr the detailed instructins t cnfigure the main prfile, see Setting Up an Exprt Prfile. Schedule Selectin In the schedule cnfiguratin area, chse ne f the fllwings: 221
N Schedule Select this ptin t apply the rules f this plan, and then yu must run the jb manually. Cnfigure the schedule myself Select this t cnfigure the specific time yu want t cllect the data f this prfile. The Schedule Settings area appears when yu select this ptin. Click Add Schedule. The Add Schedule interface appears. Fr the infrmatin n hw t cnfigure the Add Schedule interface, refer t Cnfiguring the Add Schedule Interface. 4. 5. 6. Ntificatin Select the e-mail Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grup r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Click Save t save the plan. T save the plan and execute it right away, select Save and Run Nw frm the Save drp-dwn list. The Run Nw interface pps up. Fr mre infrmatin n hw t cnfigure the Run Nw interface, refer t the Cnfiguring the Run Nw Interface sectin in this user guide. Cnfiguring the Add Schedule Interface Refer t this sectin t cnfigure the Add Schedule interface. 1. 2. 3. 4. Schedule Settings Specifies the frequency t run this recurring schedule. Enter an integer int the text bx, and select Minute(s), Hur(s), Day(s), Week(s), Mnth(s) frm the drp-dwn menu. Range f Recurrence Specifies when t start the jb, and the schedule ending. Start Time Enter the time t start the plan and the Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Enter the time t end the recurrence f plans. Click OK n the ribbn t save the schedule setting cnfiguratins, r click Cancel n the ribbn t return t the plan setting interface withut saving any changes. Repeat the cnfiguratins abve t create mre schedules. Cnfiguring the Run Nw Interface The Run Nw interface pps up t allw yu t chse Optins. 222 1. Optins Select the type f migratin fr this plan. Full migratin Migrates all surce data t the destinatin.
Incremental migratin Cmpares cntent frm the last migratin jb and then migrates nly the data that has changed and the data that is failed t be migrated in the last jb. 2. 3. Jb Status Optin Selects the Ignre metadata/security exceptins checkbx t ignre the Exceptin r Failed jb which is failed due t the metadata/security exceptins. When running an Incremental jb, the abve kind f jbs will be ignred. Click OK t run the exprt jb. Imprting Data T imprt the exprted Livelink data t SharePint, click Imprt n the ribbn, and then yu are brught t the Create a New Plan interface. Fllw the steps blew t perfrm the ffline Livelink migratin jb: 1. In the Surce pane, n the Brwse tab, click the farm that yu have cnfigured in Exprt Lcatin fr Imprt Mde and the Imprt Mde Exprt Lcatin is laded. Click the exprt lcatin t lad the Livelink Exprted Data flder in the UNC path. Then select the exprted data which is named by the plan name. T see details f the exprted data in the surce tree, click the Details tab. 2. In the Destinatin pane, click the farm name t expand the data tree. T select the destinatin nde: a. b. Find the nde which yu wish t imprt the exprted data 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 which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. Select the destinatin nde by clicking the crrespnding radi buttn. Yu can als create a new cntainer t be the destinatin nde withut leaving the current page. Fr details n creating a new cntainer, refer t Creating Cntainers. 3. After selecting the surce nde and the destinatin nde, select ne f the fllwing ptins: Click Run Nw t perfrm a migratin jb immediately, and then the Run Nw interface appears. Fr mre infrmatin n hw t cnfigure the Run Nw interface, refer t Cnfiguring the Run Nw Interface. Click Save As New Plan t cnfigure mre specific settings and then save them as a Livelink migratin plan, which then can be used t perfrm a Livelink migratin jb. Fr mre infrmatin n the Save As New Plan interface, refer t Cnfiguring the Save As New Plan Interface. Cnfiguring the Run Nw Interface Fllw the steps belw t cnfigure the fllwing settings in the Run Nw interface: 223
1. 2. 3. 4. 5. 6. Cnflict Reslutin Specifies the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Prfile Selectin Cnfigures the related migratin ptins and mappings fr the migratin jb. Select a previusly-created main prfile frm the drp-dwn menu. Livelink Migratin prvides yu a default main prfile named Default Prfile. Migratin Database Select the Als use Specified Database t stre the jb data checkbx t stre the detailed jb infrmatin in the migratin database. If this checkbx is deselected, the detailed jb infrmatin will nt be stred in the migratin database. Checks whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, click Details. The Agent Name and Status are displayed. Ensure that the database is available; therwise the migratin jb will fail. Ntificatin Select the e-mail Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Livelink Prject Migratin ptin Select whether t migrate the Livelink prject as a site r as a site cllectin t SharePint. Click OK t run the jb, r click Cancel withut saving any cnfiguratins. Cnfiguring the Save As New Plan Interface Cnfigure the fllwing settings t build up a migratin plan. 1. 2. 3. 4. 224 Plan Name Enter a name in the text bx fr the plan yu are abut t create. It is ptinal t enter the descriptin fr the plan. Prfile Selectin Allws yu t cnfigure the related migratin ptins and mappings fr the migratin jb. Select a previusly-created main prfile frm the drp-dwn menu. Livelink Migratin prvides yu a default main prfile named Default Prfile. Click New Prfile t create a new prfile, and then yu are brught t the Prfile Settings interface. Fr the detailed instructins t cnfigure the main prfile, see Setting Up an Imprt Prfile. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace existing prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Click Discard Changes t clear all the mdificatins having been made t the current prfile. Prject Migratin Selectin Allws yu t select whether t migrate the Livelink prject as a site r as a site cllectin t SharePint. Schedule Selectin In the schedule cnfiguratin area, chse ne f the fllwings: N Schedule Select this ptin t apply the rules f this plan, and then yu must run the jb manually. Cnfigure the schedule myself Select this t cnfigure the specific time yu want t cllect the data f this prfile. The Schedule Settings area appears when yu select this
5. 6. 7. 8. ptin. Click Add Schedule, and then the Add Schedule interface appears. Fr mre infrmatin n hw t cnfigure the Add Schedule interface, refer t Cnfiguring the Add Schedule Interface. Ntificatin Select the e-mail Ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grup r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Select the Als use Specified Database t stre the jb data checkbx t stre the detailed jb infrmatin in the migratin database. If this checkbx is deselected, the detailed jb infrmatin will nt be stred in the migratin database. Click Test t check whether the previusly-cnfigured migratin database is available. After the testing is cmpleted, click Details, Agent Name and Status are displayed. Fr the detailed infrmatin abut the Migratin Database, refer t Cnfiguring Migratin Databases. Click Run Nw. The Run Nw interface appears. Fr mre infrmatin n hw t cnfigure the Run Nw interface, refer t the Cnfiguring the Run Nw Interface sectin in this user guide. Cnfiguring the Run Nw Interface The Run Nw interface allws yu t cnfigure the fllwing settings. 1. 2. 3. 4. Optins Select a type f migratin fr this schedule. Full migratin Migrates all cntents frm the surce nde t the destinatin nde. Incremental migratin Migrates the new created r updated cntent in the surce nde since the last migratin jb. Cnflict Reslutin Allws yu t specify the cnflict reslutin when the item name in Ltus Ntes cnflicts with an existing item in SharePint. Fr Cntainer Level, the cnflict reslutins prvided are Merge and Skip. Merge requires yu t select Check lwer bjects, and cnfigure the Cntent Level cnflict reslutin. Skip prvides the cnfiguratin f cntent level reslutin ptinal. Fr mre detailed infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Jb Status Optins Selects the Ignre metadata/security exceptins checkbx t ignre the Exceptin r Failed jb which is failed due t the metadata/security exceptins. When running an Incremental jb, the abve kind f jbs will be ignred. Click OK t run the imprt jb. 225
Supprted and Unsupprted Elements fr Livelink Migratr The fllwing table lists the current supprted and unsupprted elements fr Livelink Migratr. *Nte: By default, DcAve Livelink Migratr des nt supprt the elements that are nt listed in the table belw. Surce Data Type Destinatin Nde in SharePint Supprt Status Enterprise Wrkspace Site Cllectin Supprted My Wrkspace Site Cllectin Supprted My Site Supprted Prject Site Cllectin Supprted (Prject Template Unsupprted) Site Supprted (Prject Template 226 Sub Site Channel Annuncements Supprted Discussin Discussin Bard Supprted Pll Survey Supprted Task List Prject Tasks Supprted Task Grup Flder inside a Prject Tasks List Supprted Task Task Supprted Milestne Cntent Type f Prject Task List Supprted Cmpund Dcument Dcument Library Supprted Flder Supprted Dcument Set Supprted Appearance Dcument Library Supprted Flder Appearance Wrkspace Flder Flder Supprted Flder Dcument Library Supprted Flder URL Link t Dcument Supprted Generatin Link t Dcument Supprted Shrt Cut Link t Dcument Supprted Text Dcument File in Dcument Library Supprted Dcument (Versin) File in Dcument Library Supprted XML DTD File in Dcument Library Supprted Categry Custm List Supprted Categry Versin Cntent Type f Custm List Supprted Cllectin N/A Unsupprted Custm View N/A Unsupprted Live Reprt N/A Unsupprted Prspectr N/A Unsupprted Unsupprted) Supprted (Prject Template Unsupprted)
Surce Data Type Destinatin Nde in SharePint Supprt Status Wrkflw Map N/A Unsupprted Wrkflw Status N/A Unsupprted My Hme N/A Unsupprted Other Data Type N/A Unsupprted 227
Exchange Public Flder Migratins Exchange Public Flder Migratr prtects yur investment thrugh lssless migratin f Exchange public flder cntent and prvides yu with simplified migratin management thrugh an intuitive administratin cnsle. Refer t the sectins belw t use Exchange Public Flder Migratr. Pre-migratin Cnfiguratins T use Exchange Public Flder Migratr, yu must cnfigure the Exchange public flder cnnectin s that DcAve Agent is able t cnnect t the Exchange server. In the Hme tab, click Cnfigure Cnnectin n the ribbn, and then the Exchange Public Flder Cnnectin interface appears. Managing Exchange Public Flder Cnnectins It allws yu t cnfigure multiple cnnectins fr the DcAve Agent and the Exchange server. The Exchange Public Flder Cnnectin interface displays any Exchange public flder cnnectins that yu have previusly created. In this interface, yu can change the number f Exchange public flder cnnectins displayed per page and the rder in which they are displayed. T change the number f Exchange public flder cnnectins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer righthand crner. T srt the Exchange public cnnectins, click n a clumn heading such as Name, and Agent. Custmize hw these cnnectins are displayed in a number f different ways: Search Allws yu t filter Exchange public flder cnnectins t be displayed by the keywrd entered in the Input Keywrd text bx (the keywrd is nt case sensitive). The keywrd must be cntained in a clumn value. Yu can select Search all pages r Search current page t define the search scpe. Select Search all pages t search the keywrd amng all pages, the cnnectins whse name r Agent cntains the keywrds will be displayed. Select Search current page t search the keywrd thrugh the current page, the cnnectins whse name r Agent cntains the keywrds will be displayed. T cancel the search results, yu can click the crss ( ) beside the text bx t refresh and display all cnnectins. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the minus ( ) icn, and then the clumn is hidden. Filters the cnnectins, which are related t the specified Agents, t be displayed. Hver ver the cursr n the Agent clumn and click, then check the checkbx next 228
t the Agent name. Click OK t display the cnnectins which are related t the selected Agents. T cancel the filter results, click Clear Filter abve the table. Perfrm the fllwing actins in the Exchange Public Cnnectin interface: Click Create t create a new Exchange public flder cnnectin. Fr details f creating an Exchange public flder cnnectin, see Cnfiguring Exchange Public Flder Cnnectins. Click View Details t view details abut a selected Exchange public flder cnnectin. Click Edit t edit a previusly-cnfigured Exchange public flder cnnectin. Fr details f editing an Exchange public flder cnnectin, see Cnfiguring Exchange Public Flder Cnnectins. Click Delete t delete the selected Exchange public flder cnnectins. When the Exchange public flder cnnectin is using fr a migratin plan, then this cnnectin cannt be deleted. Cnfiguring Exchange Public Flder Cnnectins In the Exchange Pubic Flder Cnnectin interface, click Create t create a new cnnectin r click Edit t mdify a selected ne. Cnfiguring the fllwing settings n the pp-up windw: 1. 2. Exchange Public Flder Cnnectin Name Enter a name in the Name text bx fr the Exchange public flder cnnectin. Then enter an ptinal descriptin in the Descriptin text bx fr future reference. Cnnectin Enter the required infrmatin t make the specified surce Agent be able t cnnect t the Exchange server. a. Agent The Agents displayed are the nes whse Agent type cntains Exchange Public Flder Migratin-Exchange Public Flder Agent. Frm the drp-dwn list, select an Agent that is able t access the Exchange server frm the drp-dwn list. Fr mre infrmatin f Agent type cnfiguratin, refer t the DcAve 6 Cntrl Panel Reference Guide. b. c. d. Access methd Select the access methd accrding t the Exchange server. Select WebDAV if using Exchange 2000/2003/2007 server. Select Web Services if using Exchange 2007/2010/2013 server. Exchange URL Enter the URL f the Exchange public flder that the Agent cnnects t. An example is shwn in the Exchange URL text bx. Username and Passwrd Enter the username and the passwrd fr accessing Exchange public flder. An example is shwn in the Username text bx. It is recmmended t specify an administratr f the Exchange server here in rder t have the required permissin t lad all data, perfrm the peratins n the data. e. Click Validatin Test t verify the cnnectin and the cnfiguratins. 229
f. After the verificatin cmpletes, click OK t save the settings and return t the Exchange Pubic Flder Cnnectin interface. Cnfiguring Exchange Public Flder Migratin Abut Filter Plicies Filter Plicy allws yu t set up filter rules s that yu can cntrl what bjects are t be migrated t the SharePint destinatin, and yu can target cntent mre precisely. By setting up and saving filter plicies, yu can apply the same filter plicies t different plans withut having t recreate them each time. T access the Filter Plicy interface, click Prfile Settings n the Hme tab. On the Prfile Settings page, click Filter Plicy n the ribbn. The Filter Plicy interface displays any filter plicies that yu have previusly created in the main display pane. In this interface, yu can change the number f filter plicies displayed per page and the rder in which they are displayed. T change the number f filter plicies displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the filter plicies, click the clumn heading such as Filter Plicy Name, and Descriptin. Custmize hw these filter plicies are displayed in a number f different ways: Search Allws yu t filter the filter plicies t be displayed by the keywrd entered in the Input Keywrd text bx (the keywrd is nt case sensitive). The keywrd must be cntained in a clumn value. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the filter plicies in all f the pages whse name r descriptin cntains the keywrds will be displayed; while Search current page means that nly the filter plicies in the current page whse name r descriptin cntains the keywrds will be displayed. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the appeared minus ( ), and then the clumn is hidden. Perfrm the fllwing actins in the Filter Plicy interface: Click Create n the ribbn t create a new filter plicy. Fr details f creating a new filter plicy, see Creating Filer Plicies. 230 Click Edit n the ribbn t change the cnfiguratins fr the selected filter plicy. Fr details f editing cnfiguratins fr filter plicies, see Creating Filer Plicies.
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 plicy, r click Cancel t return t the Filter Plicy interface withut deleting the selected filter plicy. Creating Filer Plicies T create a new filter plicy, fllw the instructins belw: 1. 2. 3. 4. Click Filter Plicy frm the Settings grup n the Prfile Manager tab. The Filter Plicy page appears. Click Create frm the Manage grup. The Create page appears. Enter the name fr the filter plicy in the Name text bx and enter an ptinal descriptin fr further reference in the Descriptin text bx. In the Filter Rules area, click Add a Filter Level Grup t add a filter level grup, which is used t add the desired criterins in ne grup fr a specific bject level. Since the Exchange Message bject is the nly ne n which can set up the filter level grup and it has cntained all the data type in the public flder, it is selected by default. In the Rule clumn, Name is the default rule and Cntains is the default cnditin. Cnfigure the rule settings as fllws: a. Click Name t change the rule frm the drp-dwn list and then specify the crrespnding cnditin and value. Fr the Name and Message Class rule, the available cnditins are Cntains, Des Nt Cntain, Equals, and Des Nt Equal. Cntains When the item s name/message class cntains the value yu set, it will be filtered and included in the filter results. Des Nt Cntain When the item s name/message class des nt cntain the value yu set, it will be filtered and included in the filter results. Equals When the item s name/message class equals the value yu set, it will be filtered and included in the filter results. Des Nt Equal When the item s name/message class des nt equal the value yu set, it will be filtered and included in the filter results. Fr the Created Time/Mdified Time/Received Time/Start Time/Due Time rule, the available cnditins are Befre, After, Within, and Older Than. Befre When the item s time is befre the time value yu set, it will be filtered and included in the filter results. After When the item s time is after the time value yu set, it will be filtered and included in the filter results. Within When the item s time is within the time range yu set, it will be filtered and included in the filter results. 231
Older Than When the item s time is lder than the time value yu set, it will be filtered and included in the filter results. 5. If yu have mre than ne criterin, click the rder t adjust the criteria s rder. If yu have mre than ne criterin, adjust the lgic relatin accrding t yur requirements. By default, the lgic relatin between each criterin is And. Yu can click the current lgic relatin (And r Or) t change it. And When multiple criteria are used, nly the data that meets all f the criteria is included in the filter results. Or When multiple criteria are used, the data that matches at least ne f the criteria is included in the filter results. After the filter plicy settings cmplete, click OK t save the settings and return t the Filter Plicy page. Abut Mapping Settings Befre perfrming an Exchange public flder migratin jb, yu may want t define ptinal Dmain Mapping, User Mapping, Grup Mapping, and Permissin Mapping settings. Refer t the fllwing sectins t decide whether t cnfigure the mapping settings, and learn hw t cnfigure the mapping settings. Dmain Mapping If there are users with the same name but with different dmains respectively in the surce and destinatin, yu can map a surce dmain name t a SharePint dmain name in the destinatin by using dmain mapping. During migratin, Migratr will change the surce dmain name t yur specified dmain name in the destinatin nde. Therefre, the surce user summer\user1 can be mapped t SharePint dmain user may\user1 thrugh dmain mapping. T access Dmain Mapping, click Prfile Settings n the ribbn f the Hme tab, and then the Prfile Settings tab appears. Click Mappings n the ribbn, and then select Dmain Mapping frm the drpdwn menu. The Dmain Mapping interface appears. Click Create n the ribbn t create a new dmain mapping rule. Fr specific instructins n setting up dmain mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. User Mapping Use user mapping if yu wish t map an existing surce nde username t an existing SharePint user name in the destinatin. During migratin, Migratr will replace the surce username with yur specified username in the destinatin nde. T access User Mapping, click Prfile Settings n the ribbn f the Hme tab, and then the Prfile Settings tab appears. Click Mappings n the ribbn, and then select User Mapping frm the drp-dwn 232
menu. The User Mapping interface appears. Click Create n the ribbn t create a new user mapping rule. Fr specific instructin n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Grup Mapping Use grup mapping if yu wish t map an existing surce grup name. During the migratin, Migratr will replace the surce grup name with yur specified grup name in the destinatin nde. T access Dmain Mapping, click Prfile Settingsn the ribbn f Hme tab, and then Prfile tab appears. Click Mappingsn the ribbn, and then select Grup Mapping frm the drp-dwn menu. The Grup Mapping interface appears. Click Create n the ribbn t create a new grup mapping rule. Fr specific instructins n setting up grup mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Abut Permissin Mapping Permissin mapping allws yu t map an existing surce permissin name t SharePint permissins in the destinatin. Exchange Public Flder Migratr prvides yu a Default Permissin Mapping t migrate the public flder permissins t the SharePint permissins, which is cntained as default permissin mapping rule in the default main prfile. *Nte: If yu have cnfigured bth the user mapping and permissin mapping in the Mapping Optins prfile, yu can merge the surce user s mapping permissins in SharePint t the permissins f the mapped destinatin user. 1. 2. T access Permissin Mapping, click Prfile Settingsn the ribbn f Hme tab, and then Prfile Settingstab appears. Click Mappings n the ribbn, and then select Permissin Mapping frm the drp-dwn menu. The Permissin Mapping interface appears. In the Permissin Mapping interface, yu will see a list f previusly cnfigured permissin mappings. In this interface, yu can change the number f permissin mappings displayed per page and the rder in which they are displayed. T change the number f permissin mappings displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the permissin mappings, click a clumn heading such as Name, and Descriptin. Custmize hw these permissin mappings are displayed in a number f different ways: Search Allws yu t filter permissin mappings t be displayed by the keywrd entered in the Input Keywrd text bx (the keywrd is nt case sensitive). Bth the value f the Name and Descriptin clumns can be searched by the keywrd. Select 233
Search all pages t search the keywrd amng all pages. Select Search current page t search the keywrd thrugh the current page. T cancel the search results, yu can click the crss ( ) icn beside the text bx t refresh the area and all permissin mappings are displayed. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the appeared minus ( ) icn, and then the clumn is hidden. The Name clumn is nt allwed t be hidden. Perfrm the fllwing actins t a permissin mapping: Click Create t create a new permissin mapping. Fr details f creating a permissin mapping, see the Creating Permissin Mappings sectin f this guide. Click View Details t view details abut a selected permissin mapping. Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this permissin mapping. Here yu can als click Edit n the ribbn t make changes t the permissin mapping s settings. Yu will be brught t the Edit Permissin Mapping page where yu can change this permissin mapping. Click Edit t edit a previusly-cnfigured permissin mapping. The Default Permissin Mapping is nt allwed fr editing. Fr details f editing a permissin mapping, see Creating Permissin Mappings. Click Delete t delete the selected permissin mappings. 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 page withut deleting the selected permissin mappings. The Default Permissin Mapping is nt allwed fr deleting. Creating Permissin Mappings T create a new permissin mapping, click Create n the ribbn. T edit a previusly-cnfigured permissin mapping, select the permissin mapping and then click Edit n the ribbn. In the Create/ Edit Permissin Mapping interface, cnfigure the fllwing settings: 1. 2. Permissin Mapping Name Enter a name fr the permissin mapping. Then enter an ptinal descriptin fr the permissin mapping fr future reference. Permissin Mapping Set up the mapping f Exchange permissins t SharePint permissin levels. By default, the Exchange permissin has set up a SharePint permissin level. Yu can mdify it and select a desired SharePint permissin level frm the SharePint Permissin Level drp-dwn list. Yu can als create a new SharePint permissin level by clicking New SharePint Permissin Level at the tp f the drp-dwn list. 234
3. Click OK t save the cnfiguratins and return t the Permissin Mapping interface, r click Cancel t return t Permissin Mapping interface withut saving any changes. Fr mre infrmatin f creating a new SharePint permissin level, editing an existing ne, viewing details f an existing ne, refer t Abut SharePint Permissin Levels. Abut SharePint Permissin Levels Yu can manage SharePint permissin levels by creating a new SharePint permissin level, viewing details f a previusly-cnfigured SharePint permissin level, editing a previusly-cnfigured SharePint permissin level, r deleting a previusly-cnfigured SharePint permissin level. T access Manage SharePint Permissin Level interface, click Prfile Settings n the Hme tab > Mappings > Permissin Mapping > Manage SharePint Permissin Level. The Manage SharePint Permissin Level interface appears, and yu will see a list f prvided r previusly-cnfigured SharePint permissin level. In this interface, yu can change the number f SharePint permissin levels displayed per page and the rder in which they are displayed. T change the number f SharePint permissin levels displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the SharePint permissin levels, click n a clumn heading such as Name, and Descriptin. Custmize hw these SharePint permissin levels are displayed in a number f different ways: Search Allws yu t filter SharePint permissin level t be displayed by the keywrd entered in the Input Keywrd text bx (the keywrd is nt case sensitive). The keywrd must be cntained in a clumn value. Select Search all pages t search the keywrd amng all pages. Select Search current page t search the keywrd thrugh the current page. T cancel the search results, yu can click the crss ( ) beside the text bx t refresh the area and display all permissin levels. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the appeared minus ( ), and then the clumn is hidden. Perfrm the fllwing actins in the Manage SharePint Permissin Level page. Click Create n the ribbn t create a new SharePint permissin level. Fr detailed instructins n creating a new SharePint permissin level, see Creating SharePint Permissin Levels. Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this SharePint permissin level. Here yu can als click Edit n the ribbn t make changes t the SharePint permissin level s settings. Yu will be brught t the Edit SharePint Permissin Level page where yu can change its settings. 235
Click Edit n the ribbn t change the cnfiguratins fr this SharePint permissin level. Nte that the default SharePint permissin levels prvided, including Cntribute, Design, Full Cntrl, Read, View Only, PFM Delete All Items, PFM Edit All Items, PFM Create Subflders, PFM Create Items, PFM Read Items, PFM Delete Own Items, PFM Edit Own Items, and PFM Flder Owner, are nt editable. Fr details n editing cnfiguratins fr a SharePint permissin level, see Creating SharePint Permissin Levels. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected SharePint permissin levels, r click Cancel t return t the Manage SharePint Permissin Level interface withut deleting the selected SharePint permissin levels. Nte that the default SharePint permissin levels prvided, including Cntribute, Design, Full Cntrl, Read, View Only, PFM Delete All Items, PFM Edit All Items, PFM Create Subflders, PFM Create Items, PFM Read Items, PFM Delete Own Items, PFM Edit Own Items, and PFM Flder Owner, cannt be deleted. Creating SharePint Permissin Levels T create a new SharePint permissin level, click Create n the ribbn. T mdify a previuslycnfigured custmized SharePint permissin level, select the SharePint Permissin Level, and then click Edit n the ribbn. When creating r editing the SharePint permissin level, cnfigure the fllwing settings: 1. 2. 3. Name and Descriptin Enter a name fr this permissin level and an ptinal descriptin fr future reference. Permissins Chse which permissins t be included in this permissin level. Yu can select permissins frm List Permissins and Persnal Permissins by checking the checkbx next t the permissin name. Check the Select All checkbx t select r clear all permissins. The permissins listed in Site Permissins cannt be edited, and the View Pages and Open permissins in Site Permissin will be selected by default when yu select permissin frm List Permissin r Persnal Permissins. Click OK t save the cnfiguratins, r click Cancel t cancel any changes. Abut Dynamic Rules Dynamic rules map Exchange prperties t SharePint metadata using DLL files custmized in C#. In a migratin prfile, if dynamic rules cnflict with the cnfigured clumn mapping, dynamic rules take ver the rle f clumn mapping. T use the dynamic rule feature, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Dynamic Rule n the ribbn. In the Dynamic Rule interface, yu will see a list f previusly-cnfigured dynamic rules. In this interface, yu can change the number f dynamic rules displayed per page and the rder in which they are displayed. T change the number f dynamic rules displayed per page, select the desired 236
number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the dynamic rules, click n a clumn heading such as Name, Descriptin, DLL File Name, and Last Mdified Time. Custmize hw these dynamic rules are displayed in a number f different ways: Search Filters dynamic rules displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Dynamic Rule viewing pane, enter the keywrd fr the dynamic rules yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the dynamic rules in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the dynamic rules in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click the minus ( ) in the clumn title t hide the clumn. Yu may perfrm the fllwing actins t a Dynamic Rule: Click Create n the ribbn t create a dynamic rule. Fr detailed infrmatin n creating a new dynamic rule, see Cnfiguring a Dynamic Rule. Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this dynamic rule. Here yu can als click Edit n the ribbn t make changes t the dynamic rule s settings. Yu will be brught t the Edit Dynamic Mapping page where yu can change this dynamic rule. Click Edit n the ribbn t change the cnfiguratin f this dynamic rule. Fr details n editing dynamic rule, see Cnfiguring a Dynamic Rule. 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 rules, r click Cancel t return t the dynamic rule withut deleting the selected dynamic rules. Cnfiguring a Dynamic Rule T create a new dynamic rule, click Create n the ribbn. T edit a previusly-cnfigured dynamic rule, select the dynamic rule and then click Edit n the ribbn. In the Create Dynamic Rule interface r Edit Dynamic Rule interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Dynamic Rule Name fr the dynamic rule that yu are abut t create r edit. Then enter an ptinal descriptin fr this dynamic rule fr future reference. 2. Uplad a DLL File Uplad a DLL file custmized in C# frm the lcal path. This file cntains yur cnfigured mapping settings. 3. Click OK t save the cnfiguratin and return t the Dynamic Rule interface. Click Cancel t return t the Dynamic Rule interface withut saving any cnfiguratin r changes. 237
Setting Up Exchange Public Flder Migratin Prfiles The Migratin Prfile allws yu t specify and define numerus settings fr the migratin jbs including Migratin Optins, Filter Optins, Mapping Optins, and Advanced Optins. Fllw the instructins belw t create a Migratin Prfile. 1. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. 2. Frm the Prfile Settingstab, under the Prfile/Sub-prfile grup, click New. 3. Enter a prfile name in the pp-up windw and click OK. 4. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins Sub-Prfile frm the drp-dwn menu r enter a name and click Create a New Prfile t create a new sub-prfile. Fr details abut this sectin, refer t Migratin Optins. 5. Select the Filter Optins frm the left-hand pane and select a previusly-cnfigured filter plicy frm the drp-dwn menu. Or click New Filter Plicy frm the drp-dwn menu t create a new filter plicy. Fr details n creating a filter plicy, refer t Creating Filer Plicies._Creating_Filer_Plicies 6. Select the Mapping Optins frm the left-hand pane. Select a previusly-cnfigured Mapping Optins Sub-Prfile frm the drp-dwn menu r enter a name and click Create a New Prfile t create a new sub-prfile. Fr details abut this sectin, refer t Mapping Optins. 7. Select the Advanced Optins frm the left-hand pane and cnfigure the Dynamic Rule, Character Length Settings and the Illegal Character Replacement Settings. Fr details abut this sectin, refer t Advanced Optins. 8. Click Save in the Main Prfile rw t save the prfile. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace the existing main prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Migratin Optins Cnfigure the settings in Migratin Optins t specify hw t migrate the cntent and the security t SharePint. Set up a sub-prfile f Migratin Optins by the fllwing steps. 1. 2. 3. 4. 5. 238 Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. Click Migratin Optins n the left-hand pane, and frm the Prfile Settingstab, under the Subprfile grup, click Edit Sub-prfile t make the Migratin Optins field active. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a sub-prfile name in the pp-up windw and click OK. Click the Cntent tab t cnfigure the fllwing settings. The fllwing settings are ptinal. Flder Migratin Optins Chse a methd t migrate the surce flders. Migrate rt flder as list Select this ptin, and when selecting site nde as the destinatin, the selected surce flder and the flders (the rt flders f
the selected surce flder) under it will be migrated t respective lists. After the migratin, lists having the same name as the selected surce flder and the rt flders will be created in the destinatin. Each rt flder and the data in it is migrated t respective lists. Fr example, Flder A is the selected surce rt flder and under Flder A, there are tw flders, Flder B and Flder C (Flder B and Flder C are rt flders f Flder A). When selecting Migrate rt flder as list and selecting site nde as the destinatin, the migratin results are as belw: A list named Flder A will be created and the data (except Flder B, Flder C, and the data within these tw flders) which is cntained in surce Flder A will be migrated t the Flder A list. Tw lists named Flder B and Flder C are created and the data which is cntained in surce Flder B and Flder C will keep the data structure and will be migrated t respective lists. Use flder full path as list name Select this ptin, and when the destinatin nde is site level, the selected surce data in each flder level will be migrated t respective lists named by the flder full path. Fr example, yu have selected Flder A as the surce cntent. Flder A is the sub flder f public flder and it cntains Flder B. In Flder B, an Item C is included. After the migratin, tw lists named Public Flders>Flder A and Public Flders>Flder A>Flder B are created, and the Item C is included in the Public Flders>Flder A>Flder B list. If either f these tw ptins is nt selected, when selecting site ndes as the destinatin, the selected surce flder will be migrated t a newly created list named by the surce flder name and keep the riginal data structure. Flder Structure Management When selecting the list nde as the destinatin, if using Create tp level flder n destinatin t perfrm the migratin, the migratin results are: A tp level flder having the same name as the surce flder is created in the destinatin list and the surce cntent yu selected is migrated t this flder. Withut selecting this ptin, the nly difference is that the tp level flder will nt be created. If yu select a site nde as the destinatin, n matter whether yu select this ptin r nt, a tp level flder having the same name as the surce flder is created in the destinatin list, and the surce cntent yu selected is migrated t this flder. Cnversatin Optin When migrating e-mails, if the destinatin list is discussin bard list, select whether t use the Migrate cnversatin as discussin threads ptin. If yu select this ptin, the e-mails whse PR_CONVERSATION_INDEX prperty has the same value will be migrated t a discussin having the same subject as 239
6. 7. these e-mails. The bdy f the e-mails which replied the riginal e-mail will be as the reply item fr the discussin. If yu d nt select this ptin, each e-mail will be migrated t be an individual discussin using the e-mail subject as the discussin subject and using the e- mail bdy as the discussin bdy. If the destinatin list is nt discussin bard list, the Migrate cnversatin as discussin threads ptin will nt take effect. Surce Cntent Deletin If yu want t delete the surce cntent which has been migrated successfully after the migratin, select Delete surce cntent upn the jb cmpletin. Only the data will be deleted, and the flder structure will nt be deleted. *Nte: T perfrm the deletin peratin, make sure the user yu specified in the Exchange public flder cnnectin has the sufficient permissin. Cntent Type Optin When selecting Use pre-defined SharePint cntent type, the default cntent type in the destinatin bject will be used. If yu d nt select this ptin, the cntent type mapping cnfigured in Mapping Optins will take effect. Outlk Hme Page URL Select whether t set/remve the value f the Hme Page prperty f the surce flder. When selecting Set Outlk hme page URL t perfrm the migratin, the destinatin list URL will be set as the value f the Hme Page prperty f the surce flder. When yu pen the specific flder, yu will be redirected t the SharePint list URL. When selecting Remve Outlk hme page URL t perfrm the migratin, the Hme Page prperty f the surce flder will be set blank. Click the Security tab next t the Cntent tab and cnfigure the Security settings. The fllwing settings are ptinal. Inherit the flder permissin frm its parent flder if yu want the migrated flder t inherit frm the surce parent flder permissin, select this checkbx. Inherit the flder permissin frm destinatin list If yu want the migrated flder t inherit frm the destinatin list permissin, select this checkbx. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace the existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Mapping Optins Cnfigure settings in Mapping Optins t set the SharePint Cntent Type, Prperty Mapping, Cntent Type Mapping, Flder Mapping, and Security Mapping. Fr different access methds, WebDAV (selected by default) and Web Services, yu must set the mapping settings individually. Set up a sub-prfile fr Mapping Optins by the fllwing steps. 240 1. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears.
2. 3. 4. 5. 6. 7. Click Mapping Optins n the left-hand pane, and frm the Prfile Settings tab, under the Subprfile grup, click Edit Sub-prfile t make the Mapping Optins field active. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a sub-prfile name in the pp-up windw and click OK. Select an Exchange Prperty Type frm the drp-dwn menu. Cnfigure the fllwing settings by referring t crrespnding sectins: SharePint Cntent Type, Prperty Mapping, Cntent Type Mapping, Flder Mapping, and Security Mapping. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace the existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile SharePint Cntent Type In the SharePint Cntent Type settings, yu can create cntent types based n the SharePint build-in cntent types, and the cntent types created are used t perfrm the cntent type mapping. By default, a list f new cntent types is pre-cnfigured. In the list, fr example, the ExchangeDcument cntent type is created based n the Dcument cntent type, s the Dcument cntent type is the parent cntent type f the ExchangeDcument cntent type. View the new cntent types and their parent cntent types as shwn belw. Cntent Type Name ExchangeDcument ExchangeAnnuncement ExchangeMessage ExchangeCntact ExchangeEvent ExchangeTask ExchangeNte ExchangeActivity ExchangeDiscussinReply Base Cntent Type Dcument Annuncement Item Cntact Event Task Item Item Message Fr the list, yu can perfrm the fllwing actins. Click Add a Cntent Type t add a cntent type. A new rw appears at the bttm f the table. Enter the cntent type name, and then specify the based SharePint cntent type frm the drp-dwn list. Duble-click the name in the Cntent Type Name list t mdify the name, and dubleclick the name in the Base Name list t select a new build-in cntent type. Click Delete the Selected Cntent Type(s) t delete a selected cntent type. Click Edit the Selected Cntent Type t edit an existing cntent type. Fllw the instructins belw t edit a cntent type. 241
1. 2. 3. 4. Select a cntent type and click Edit the Selected Cntent Type. A Cntent Type pp-up windw appears. On the pp-up windw, the clumns included in the selected cntent type and the clumn types are shwn in the table. Yu can add a new clumn and specify the clumn type r edit an existing ne. Click Add a Prperty Mapping t add a new clumn and specify the clumn type. A new rw appears at the bttm f the table. Enter the clumn name, and then specify the clumn type frm the drp-dwn list. Duble-click the clumn name in the SharePint Clumn Display Name list t change the clumn name and duble-click the clumn type in Clumn Type list t change the clumn type. Fr sme clumns, they are nt allwed fr editing. When using the managed metadata clumn, specify the term set path, whether t allw multiple values, and the character t separate the multiple values in the clumn. The default character is ;. Click OK t save the cntent type settings and return t the SharePint Cntent Type tab. Prperty Mapping Setting up the prperty mapping fr Exchange prperty is used fr cntent type mapping. When cnfiguring the cntent type mapping, the Exchange prperty s display name, which is set in the prperty mapping, is able t be selected and the value in it is able t be mapped t the destinatin clumn. By default, a prperty mapping table is pre-cnfigured. In the table, fr example, if the prperty tag is urn:schemas:cntacts:givenname in the Exchange Prperty Tag list and the display name is IPM.Cntact.FirstName in the Display Name list, then, when cnfiguring the cntent type mapping, yu can select the IPM.Cntact.FirstName Exchange prperty. Fr the table, yu can perfrm the fllwing actins, Click Add a Prperty Mapping t add a prperty mapping. A new rw appears at the bttm f the table. Enter the display name in the Display Name clumn and enter the prperty tag in the Exchange Prperty Tag clumn. Duble-click the name in the Display Name clumn t set the new name, and dubleclick the name in the Exchange Prperty Tag clumn t set the prperty tag. Click Delete the Selected Mapping(s) t delete a selected prperty mapping. When selecting Web Services access methd, yu can custmize the prperty mapping. Fllw the steps belw t custmize the prperty mapping. 1. 2. 3. 4. 5. 242 Select the Custmized Prperty Settings checkbx. Click Add a Prperty Mapping. Enter the display name f the clumn in the Display Name list. Enter the Exchange prperty infrmatin in the GUID, ID, Type, and Prperty Tag clumn. Repeat steps frm 2 t 4 t add anther custmized prperty mapping.
Cntent Type Mapping Depending n the SharePint list template, yu can set the cntent type mapping fr each message class. By default, the cntent mapping settings are pre-cnfigured. In the table, fr example, if the surce data is using the IPM.Pst message class and the destinatin SharePint list is using the Dcument Library template, then, the data migrated t the destinatin list will use the ExchangeDcument cntent type. View the cntent mapping settings in the predefined table as shwn belw. Exchange Message Class SharePint Cntent Type SharePint List Template IPM.Pst ExchangeDcument Dcument Library IPM.Nte ExchangeDcument Dcument Library IPM.Nte ExchangeMessage Generic List IPM.Nte ExchangeAnnuncement Annuncements IPM.Pst ExchangeAnnuncement Annuncements IPM.Dcument ExchangeAnnuncement Annuncements IPM.Pst ExchangeMessage Generic List IPM.Dcument ExchangeDcument Dcument Library IPM.Dcument ExchangeMessage Generic List IPM.Appintment ExchangeEvent Events IPM.Cntact ExchangeCntact Cntacts IPM.Task ExchangeTask Tasks IPM.Activity ExchangeActivity Generic List IPM.StickyNte ExchangeNte Generic List IPM.Pst ExchangeDiscussinReply Discussin Bard IPM.Nte ExchangeDiscussinReply Discussin Bard IPM.Dcument ExchangeDiscussinReply Discussin Bard IPN.Activity ExchangeDcument Dcument Library Fr the table, yu can perfrm the fllwing actins, Click Add a Cntent Type Mapping t add a cntent type mapping. A new rw appears at the bttm f the table. Select the message class frm the drp-dwn list, and then specify the SharePint cntent type and the SharePint list template frm the drpdwn list. Duble-click the message in the Exchange Message Class clumn t select a new message class, duble-click the cntent type in the SharePint Cntent Type list t select a new cntent type, and then duble-click the list template in the SharePint List Template list t select a new list template. Click Delete Selected Mapping(s) t delete a selected cntent type mapping. Click Edit a Cntent Type Mapping t edit an existing cntent type mapping. Fllw the instructins belw t edit a cntent type mapping. 243
1. 2. 3. 4. Select a cntent type mapping and click Edit a Cntent Type Mapping. A Cntent Type Mapping Settings pp-up windw appears. On the pp-up windw, the clumn mapping frm the Exchange clumn name (cntained in the Exchange message class) t the SharePint clumn display name (cntained in the SharePint cntent type) is shwn. Select the checkbx f a specific clumn mapping and then click Edit the Selected Exchange Clumn. In the Exchange Clumn Name sectin, yu can select an Exchange prperty r define Marc. Select an Exchange prperty Select a clumn name frm the drp-dwn list. Define Macr Specify a cmbinatin f prperties. The prperty name and the descriptin will be mapped t the SharePint clumn. vi. Click Add and Define Macr. vii. Select a prperty frm the drp-dwn list, fr example, Cc. viii. Enter the descriptin in the Cnditin clumn, fr example, Jack. ix. The macr result is refreshed, fr example, [Cc]Jack. x. Repeat steps frm a t c t add the desired prperties, fr example, [Cc]Jack[Authr]Tm. xi. Click OK t finish the settings. The macr will be mapped t the SharePint clumn. The value f the SharePint clumn will be, fr example, [Cc]Jack[Authr]Tm. 5. 6. Click OK t save the clumn mapping settings and return t the Cntent Type Mapping Settings page. The new clumn mapping is refreshed accrding t yur settings. Click OK n the Cntent Type Mapping Settings page and return t the Cntent Type Mapping tab. Flder Mapping When selecting site level as the destinatin, yu can set the flder mapping fr each type f Exchange flder. By default, a flder mapping table is pre-cnfigured. In the table, fr example, if the surce flder type is urn:cntent-classes:flder, and the destinatin SharePint list is using the Dcument Library template, then a list using the Dcument Library template will be created t cntain the surce data. Duble-click the list template name t change the list template. Security Mapping Specify the user mapping, dmain mapping, grup mapping, and permissin mapping. User Mapping (Optinal) In the drp-dwn list, select a previusly-cnfigured user mapping r click New User Mapping t create a user mapping. Fr details n creating a user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. 244
Grup Mapping (Optinal) In the drp-dwn list, select a previusly-cnfigured grup mapping r click New Grup Mapping t create a grup mapping. Fr details n creating a grup mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Dmain Mapping (Optinal) In the drp-dwn list, select a previusly-cnfigured dmain mapping r click New Dmain Mapping t create a dmain mapping. Fr details n creating a dmain mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Permissin Mapping (Required) In the drp-dwn list, select a previusly-cnfigured permissin mapping r click New Permissin Mapping t create a permissin mapping. Fr details n creating a permissin mapping, refer t Abut Permissin Mapping. Nte that if yu have nt cnfigured r selected any permissin mapping, the default permissin mapping will be applied during the migratin. If yu select t use the mapping settings t migrate the surce user and the related permissin, besides the mapping settings abve, yu must als cnfigure the PublicFlderMigratinCnfiguratin.xml file. Refer t Exchange Public Flder Migratin Cnfiguratin File fr mre details. Advanced Optins Cnfigure the settings in Advanced Optins t set the character length settings and the illegal character replacement settings. The cnfiguratin settings are saved t the current main-prfile. Dynamic Rule Map the surce Exchange field names and the crrespnding values t SharePint clumn names and clumn values. Select a previusly-created dynamic rule r click New Dynamic Rule t create a new ne. Character Length Settings Cnfigure character length limitatins fr SharePint URL, filename, and flder name. In SharePint, the maximum length f SharePint URL is 260 characters, and the maximum length f file name and flder name is 128 characters. Maximum Length f the flder name The default value is 60, and the scale yu can set is frm 1 t 128. If the flder name exceeds the limitatin yu set, the extra characters, which are in the end f the flder name, will be pruned. Fr example, yu set 10 as the maximum length f the flder name, and then a flder named AaaaaBbbbbCccccDdddd will be pruned t AaaaaBbbbb after the migratin. Maximum Length f the file name The default value is 80, and the scale yu can set is frm 1 t 128. If the ttal number f characters f the file name and extensin name exceed the limitatin yu set, the extra characters, which are in the end f the file name, will be pruned. Fr example, yu set 6 as the maximum length, and then a file named 123456.dc will be pruned t 12.dc after the migratin. Maximum Length f the SharePint URL The default value is 255, and the scale yu can set is frm 1 t 260.The length f the SharePint URL is calculated frm the first character f the managed path after /. When the flder r file s URL exceeds the limitatin, the migratin results are: 245
If the flder URL exceeds the limitatin, the flder and its cntent will be migrated under the rt flder f the destinatin list. Fr example, yu select Flder A in the surce fr migratin. The Flder A cntains Flder B and Flder C. The Flder B cntains Flder D and File E. When migrating, the URL f Flder D exceeds the maximum length f the SharePint URL yu set, then, Flder D and its cntent will be migrated t the same level as Flder A, which is in the tp level f the library. If the file URL exceeds the limitatin, the file will be migrated under the rt flder f the destinatin list. Fr example, yu select Flder A in the surce fr migratin. The Flder A cntains Flder B and Flder C. The Flder B cntains Flder D and File E. When migrating, the URL f File E exceeds the maximum length f the SharePint URL yu set, then, File E will be migrated t the rt flder f the library. Illegal Character Replacement Settings Replace the characters (existing in the file name and flder name in Exchange Public Flder) which are illegal in SharePint with the valid characters in SharePint. By default, all illegal characters are replaced with a _. Click Flder Level r File Level t cnfigure the settings fr flder name r file name. T mdify an illegal character mapping, duble-click _ in the Replace with clumn and enter a new valid character. T add an illegal character mapping, click Add an Illegal Character. Then enter the illegal character in the Illegal character in SharePint clumn and the valid character in the Replace with clumn. T delete ne r mre previusly-cnfigured illegal character mapping, select the Illegal characters in SharePint check bx, all custmized mappings are selected, uncheck the mappings that yu d nt want t delete, and then click Delete the Selected Illegal Character(s). Nte that the default cnfigured mappings cannt be selected and deleted. Perfrming an Exchange Public Flder Migratin An Exchange public flder migratin migrates cntents, cnfiguratins, and securities frm the Exchange server t the SharePint envirnment. T start an Exchange public flder migratin jb, click Online Migratin n the ribbn in the Hme tab. T perfrm an Exchange public flder migratin jb, fllw the instructins belw. Select the Surce and Destinatin Ndes 1. 2. In the Surce pane, click Select Surce. The Select Surce pp-up windw appears. On the Select Surce pp-up, select the desired Agent frm the Agent drp-dwn list. The cnnectins relied n this Agent will be laded, and select the desired ne frm the Cnnectin drp-dwn list. 246
3. 4. Click OK and return t the Surce pane. The cnnectin name is displayed n the Surce pane. If yu want t change the current cnnectin, click Change Surce t select anther cnnectin. Click the cnnectin name t lad the surce data and then expand the data tree t find the data t be migrated. a. Find the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name f the flder nde int the Input Keywrd text bx t search fr the desired nde. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. b. Select the surce nde by checking the crrespnding checkbx. Within each flder level, there is a nde named Items t display hw many bjects (including the files and items) are cntained in the Items nde. Yu can click the Items nde and the Item Brwser interface appears. Select the files/items that yu wish t migrate by checking crrespnding checkbxes and click OK. *Nte: Fr detailed infrmatin abut what kinds f lists and libraries are supprted fr different Exchange flders in the migratin, refer t Supprted List/Library fr Different Exchange Flder Types. 5. In the destinatin pane, click the farm name and expand the data tree t select the destinatin site r list. 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 int the Input Keywrd text bx t search fr the desired site cllectin. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. b. Select the destinatin nde by checking crrespnding checkbx. Yu can als create a new cntainer t be the destinatin nde withut leaving the current page. Fr details n creating a cntainer in SharePint, refer t Creating Cntainers. Fr each surce flder nde, if yu select the site nde in the destinatin, the newly created list/library will use the template that yu cnfigured in Flder Mapping; if yu select the list/library nde in the destinatin, nly the list/library using the particular template is supprted. Fr mre infrmatin f the supprted template, refer t Supprted List/Library fr Different Exchange Flder Types. *Nte: The libraries created r used by DcAve Cnnectr r the libraries that applied DcAve Strage Manager rules cannt be selected as the destinatin nde fr the Exchange Public Flder Migratin, therwise, the migratin jb will fail. 6. When finished cnfiguring the jb, select ne f the fllwing ptins: 247
Click Run Nw t perfrm a migratin jb immediately. Fr mre infrmatin n the Run Nw interface, refer t Cnfiguring the Run Nw Interface. Click Save As New Plan t cnfigure mre specific settings and then save them as a file system migratin plan, which then can be used t perfrm a file system migratin jb. Fr mre infrmatin n the Save As New Plan interface, refer t Cnfiguring the Save As New Plan Interface. Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the settings belw: 1. 2. 3. 4. Cnflict Reslutin If the Exchange public flder bject name/id in the surce nde is the same as an existing bject in the destinatin nde, it is cnsidered a cnflict. Cntainer level cnflict reslutin Set the cnflict reslutin n list and flder level. There are tw reslutins: Skip ignres the surce cntainer that has the same name as the destinatin ne. Fr the cntent in the surce cntainer, if yu d nt select the Check lwer bjects fr cnflicts checkbx, the cntent will be als ignred. If yu select the Check lwer bjects fr cnflict checkbx, cntinue t cnfigure Cntent level cnflict reslutin. Merge cmbines the cnfiguratin f the surce and destinatin cntainer. Fr the cntent in the surce cntainer, cntinue t cnfigure Cntent level cnflict reslutin. Cntent level cnflict reslutin Set the cnflict reslutin f the item/dcument level. There are tw reslutins. Skip ignres the surce item/dcument that has the same Exchange ID as the destinatin item/dcument. Overwrite cpies the surce item/dcument t the destinatin by verwriting the destinatin item/dcument with same Exchange ID. Fr mre infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Prfile Selectin Specify the main prfile cnfigured by Prfile Manager. Migratin Database Chse whether r nt t use the specified migratin database t stre the jb data. If yu have nt set up a migratin database, yu can click the Migratin Database link t create a new ne. If yu have set up ne, check whether the migratin database that yu previusly-cnfigured is available by clicking Test. After the testing is cmpleted, yu can click Details t view the infrmatin f all agents and the cnnected status. T use the migratin database t stre the jb data, select Als use Specified Database t stre the jb data. Ntificatin Select the e-mail ntificatin prfile fr sending the ntificatin reprt. Fr mre infrmatin n wrking with ntificatin plicies, refer t the DcAve 6 Cntrl Panel Reference Guide. 248
5. 6. Jb Status Optin Specify whether r nt t take the metadata/security exceptins int cnsideratin fr the file system migratin jb status. If nly the cntent metadata r security fails t migrate and yu select Ignre Metadata/Security exceptins ptin, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Click OK t run the jb immediately r click Cancel t return t the Hme page f Online Migratin. Cnfiguring the Save As New Plan Interface In the Save As New Plan interface, cnfigure the fllwing settings t build a migratin plan. 1. 2. 3. 4. 5. 6. 7. Plan Name Enter the plan name and the ptinal descriptin fr future reference. Prfile Selectin Select a previusly-created main prfile frm the drp-dwn menu. Schedule Selectin Specify the schedule t start the migratin jb. 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. Click Add Schedule and the Add Schedule interface pps up. Fr mre infrmatin n the Add Schedule interface, refer t Cnfiguring Schedule Settings in the Add Schedule Interface. Ntificatin Select a previusly-cnfigured ntificatin prfile frm the drp-dwn list, r click New Ntificatin Prfile in the drp-dwn list t create a new ne. Fr details n creating a ntificatin prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Specify migratin database t stre detailed jb infrmatin in SQL Server fr each farm. If yu have nt set up a migratin database, yu can click the Migratin Database link t create a new ne. If yu have set up ne, check whether the migratin database that yu previusly-cnfigured is available by clicking Test. After the testing is cmpleted, yu can click Details t view the infrmatin f all agents and the cnnected status. T use the migratin database t stre the jb data, select Als use Specified Database t stre the jb data.fr the detailed infrmatin abut the migratin database, refer t Cnfiguring Migratin Databases. 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 yu have cnfigured. The Run Nw interface appears. Fr detailed infrmatin n the ptins in the Run Nw interface, refer t the Cnfiguring the Run Nw Interface. 249
Cnfiguring Schedule Settings in the Add Schedule Interface Fllw the instructins belw t cnfigure the schedule settings. 1. 2. 3. 250 Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t migrate all cntents frm the surce nde t the destinatin nde. Chse Incremental migratin t 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. *Nte: If yu select the Incremental migratin ptin, the Remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb ptin in the Cnflict Reslutin sectin will be enabled, and yu are required t decide whether r nt t remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb. Cnflict Reslutin If the Exchange public flder bject name/id in the surce nde is the same as an existing bject in the destinatin nde, it is cnsidered a cnflict. Cntainer level cnflict reslutin Set the cnflict reslutin n list and flder level. There are tw reslutins: Skip ignres the surce cntainer that has the same name as d nt select the Check lwer bjects fr cnflicts checkbx, the cntent will be als ignred. If yu select the Check lwer bjects fr cnflicts checkbx, cntinue t cnfigure Cntent level cnflict reslutin. Merge cmbines the cnfiguratin f the surce and destinatin cntainer. Fr the cntent in the surce cntainer, cntinue t cnfigure Cntent level cnflict reslutin. Cntent level cnflict reslutin Set the cnflict reslutin f the item/dcument level. There are tw reslutins. Skip ignres the surce item/dcument that has the same Exchange ID as the destinatin item/dcument. Overwrite cpies the surce item/dcument t the destinatin by verwriting the destinatin item/dcument with same Exchange ID. Fr mre infrmatin f Cnflict Reslutin, refer Appendix D: Cnflict Reslutin. Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minutes, Hurs, Days, Weeks r Mnths frm the drp-dwn list. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and the Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. Schedule ending Designate when t stp the scheduled jb. N end date Select this ptin t repeat running the plan until being stpped manually.
End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. 4. 5. Jb Status Optin Specify whether r nt t take the metadata/security exceptins int cnsideratin fr the file system migratin jb status. If nly the metadata/securities f the cntent failed t be migrated, and yu select Ignre metadata/security exceptins ptin, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. Click OK n the ribbn t save the schedule setting cnfiguratins. Click Cancel n the ribbn t return t the Plan setting interface withut saving any changes. Repeat the cnfiguratins abve t create mre schedules. Click Calendar View t preview the cnfigured schedule in a calendar. Yu can delete a cnfigured schedule by clicking the crss ( ) next t the schedule. 251
Supprted List/Library fr Different Exchange Flder Types When selecting the surce flder nde, if yu select the site nde in the destinatin, the newly created list/library will use the template that yu cnfigured in Flder Mapping. When selecting the surce flder nde, if yu select the list/library nde in the destinatin, nly the list/library using the particular template is supprted. If the destinatin list/library nde yu selected is nt cmpatible, there will be a message at the bttm. Accrding t the Exchange Prperty Type yu selected, each flder type can be supprted by the specific list/library templates. Refer t the table belw t view details. By default, DcAve Exchange Public Flder Migratr des nt supprt the flder types that are nt listed in the list belw. Exchange Prperty Type Exchange Flder Type Supprted List/Library WebDAV urn:cntent-classes:flder Dcument Library Discussin Bard Generic List Annuncements urn:cntent-classes:mailflder Dcument Library Discussin Bard Generic List Annuncements urn:cntent-classes:calendarflder Event urn:cntent-classes:cntactflder Cntacts urn:cntent-classes:taskflder Tasks urn:cntent-classes:jurnalflder Generic List Dcument Library urn:cntent-classes:nteflder Generic List Web Services IPF Dcument Library Discussin Bard Generic List Annuncements IPF.Nte Dcument Library Discussin Bard Generic List Annuncements IPF.Appintment Event IPF.Cntact Cntacts IPF.Task Tasks IPF.Jurnal Generic List Dcument Library IPF.StickyNte IPF.Nte.InfPathFrm Generic List Dcument Library Discussin Bard 252
Exchange Prperty Type Exchange Flder Type Supprted List/Library Generic List Annuncements If the surce flder nde cntains different types f flders, then the flder (whse type is different frm the surce flder) will be migrated t the newly created list/library. The newly created list/library will be named by the flder s full path, and in the newly created list/library, a new item/dcument will be created cntaining the link infrmatin t access the lcatin f the migrated surce flder in the destinatin. 253
EMC Dcumentum Migratins EMC Dcumentum migratr autmates the prcess f cnslidating multiple EMC Dcumentum cntent surces frm EMC Dcumentum v6.5 r abve int SharePint 2010/2013. Fllw the steps belw t use EMC Dcumentum Migratr. Pre-migratin Cnfiguratins T use EMC Dcumentum Migratr, first cnnect DcAve Agents t the EMC Dcumentum envirnment, Frm the Migratr Hme tab, click Cnfigure Cnnectin n the ribbn. The EMC Dcumentum Cnnectin interface appears. Managing EMC Dcumentum Cnnectins An EMC Dcumentum cnnectin cnnects a DcAve Agent t yur EMC Dcumentum envirnment. Created cnnectins are displayed n the Surce pane when creating a migratin jb, shwing the cntents fr the EMC Dcumentum migratin jb. The EMC Dcumentum Cnnectin interface displays all EMC Dcumentum cnnectins that yu have previusly created. In this interface, yu can change the number f EMC Dcumentum cnnectins displayed per page and the rder in which they are displayed. T change the number f EMC Dcumentum cnnectins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer righthand crner. T srt the EMC Dcumentum cnnectins, click n a clumn heading such as Name, Agent and Last Mdified Time. Custmize hw these cnnectins are displayed in a number f different ways: Search Filters the EMC Dcumentum cnnectins by the keywrd yu enter. The keywrd must be cntained in a clumn value. At the tp f the EMC Dcumentum Cnnectin viewing pane, enter the keywrd fr the EMC Dcumentum cnnectins yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the cnnectins in all f the pages whse names and descriptins cntain the keywrds will be displayed, while Search current page means that nly the cnnectins in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then select the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and click the minus ( ). The clumn is hidden. Filters the cnnectins, which are related t the specified Agents, t be displayed. Hver ver the cursr n the Agent clumn and click, then select the checkbx next 254
t the Agent name. Click OK t display the cnnectins which are related t the selected Agents. T cancel the filter results, click Clear Filter. Perfrm the fllwing actins in the EMC Dcumentum Cnnectin interface: Click Create n the ribbn t create a new EMC Dcumentum cnnectin. Fr details n creating a new EMC Dcumentum cnnectin, see Creating and Editing EMC Dcumentum Cnnectins. Click View Details n the ribbn and yu will see the previusly cnfigured settings fr this EMC Dcumentum cnnectin. Here yu can als click Edit n the ribbn t make changes t the EMC Dcumentum cnnectin s settings. Yu will be brught t the Edit EMC Dcumentum Cnnectin page where yu can change the settings f this EMC Dcumentum cnnectin. Click Edit n the ribbn t change the cnfiguratins fr this EMC Dcumentum cnnectin. Fr details n editing cnfiguratins fr an EMC Dcumentum cnnectin, see Creating and Editing EMC Dcumentum Cnnectins. Click Delete n the ribbn. A cnfirmatin windw appears. Click OK t delete the selected EMC Dcumentum cnnectins, r click Cancel t return t the EMC Dcumentum Cnnectin interface withut deleting the selected EMC Dcumentum cnnectins. Creating and Editing EMC Dcumentum Cnnectins T create a new EMC Dcumentum cnnectin, click Create n the ribbn. T mdify a previusly cnfigured EMC Dcumentum cnnectin, select the EMC Dcumentum cnnectin, and then click Edit n the ribbn. In the Create EMC Dcumentum Cnnectin r Edit EMC Dcumentum Cnnectin interface, cnfigure the fllwing settings: 1. 2. EMC Dcumentum Cnnectin Name Enter a Name fr the EMC Dcumentum cnnectin. Then enter an ptinal Descriptin fr this EMC Dcumentum cnnectin fr future reference. Cnnectin Cnfigure the fllwing settings t cnnect the specified repsitry n the EMC Dcumentum server t the DcAve Agent. Agent The Agents displayed in the drp-dwn list are the nes whse Agent type cntains EMC Dcumentum Migratin - EMC Dcumentum Agent. Frm the drpdwn list, select an Agent that is able t access the EMC Dcumentum server frm the drp-dwn list. Fr mre infrmatin f Agent type cnfiguratin, refer t the DcAve 6 Cntrl Panel Reference Guide. Lgin name Enter the user s lgin name fr accessing the specified repsitry. Passwrd Enter the passwrd fr accessing the specified repsitry. Repsitry Enter the repsitry name in the text bx. DcAve Agent will cnnect t the repsitry yu specified here. Dmain If the repsitry is running n the dmain-required mde, enter the dmain name. 255
3. 4. Click Validatin Test t verify whether the cnnectin is cnfigured crrectly. Click OK t save the cnfiguratins and return t the EMC Dcumentum Cnnectin interface, r click Cancel t return t the EMC Dcumentum Cnnectin interface withut saving any changes. 256
Cnfiguring EMC Dcumentum Online Migratin Abut Filter Plicies The Filter Plicy allws yu t set up filter rules s that yu can cntrl what bjects are migrated t the SharePint destinatin, allwing yu t target cntent mre precisely. By setting up and saving filter plicies, yu can apply the same filter plicy t different EMC Dcumentum migratin plans withut having t recreate them each time. T access the Filter Plicy interface, click Prfile Settings n the Migratr Hme tab. On the Prfile Settings page, click Filter Plicy n the ribbn. The Filter Plicy interface displays any filter plicies that yu have previusly created in the main display pane. In this interface, yu can change the number f filter plicies displayed per page and the rder in which they are displayed. T change the number f filter plicies displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the filter plicies, click n a clumn heading such as Filter Plicy Name, and Descriptin. Custmize hw these filter plicies are displayed in a number f different ways: Search Filters previusly created filter plicies displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the filter plicies viewing pane, enter the keywrd in the Input Keywrd text bx (the keywrd is nt case sensitive). Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the filter plicies in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the filter plicies in the current page whse names and descriptins cntain the keywrds will be displayed. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and click the minus ( ). The clumn is hidden. Perfrm the fllwing actins in the Filter Plicy interface: Click Create n the ribbn t create a new filter plicy. Fr detailed n creating a new filter plicy, see Creating Filter Plicies. Click Edit n the ribbn t change the cnfiguratins fr the selected filter plicy. Fr details n editing cnfiguratins fr filter plicies, see Creating Filter Plicies. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected filter plicies, r click Cancel t return t the filter plicy interface withut deleting the selected filter plicies. 257
Creating Filter Plicies T create a new filter plicy, click Create n the ribbn. T mdify a previusly cnfigured filter plicy, select the filter plicy, and then click Edit n the ribbn. In the Create Filter Plicy r Edit Filter Plicy interface, cnfigure the fllwing settings: 1. 2. 3. Name Enter the name fr the filter plicy that yu are creating, r rename the selected filter plicy that yu are editing. Descriptin (ptinal) Enter a descriptin fr this filter plicy. Filter Rule Filters the files r flders 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. Under the filter rule cnfiguratin pane, select a filter level grup frm the drp-dwn list. By default, Flder is selected. b. c. d. Click Add a Filter Level Grup. A flder/file filter level grup is created and the filter rule cnfiguratin field appears in the pane. Fr the Flder filter level, yu can select the fllwing types f rules: Name, Created Time, and Mdified Time. By default, the rule f Name is autmatically created. Yu can click Name t change anther rule frm the drp-dwn list. Fr the File filter level, yu can select the fllwing types f rules: Name, Size, Created Time, Mdified Time, Versin, and Frmat. By default, the rule f Name is autmatically created. Yu can click Name t change anther rule frm the drp-dwn list. Cnfigure the rule by setting the cnditin, the value, and the lgic (And r Or) with ther rules. By default, the lgic is set t be And If desired, change the lgic t Or by selecting it frm the drp-dwn list. And The cntent that meets all the criteria will be filtered t be included. Or The cntent that meets any ne f the criteria will be filtered t be included. Repeat steps frm a t c t add mre rules. If yu want t delete a rule, click the crss ( ) displayed at the end f the rule. 4. Click OK t save the cnfiguratins and return t the Filter Plicy interface, r click Cancel t return t the Filter Plicy interface withut saving any changes. Fr mre detailed infrmatin, refer t Examples f EMC Dcumentum Filter Plicies. Examples f EMC Dcumentum Filter Plicies The fllwing table prvides the detailed infrmatin f using EMC Dcumentum filter plicies. *Nte: All f the text bxes are nt case sensitive, and d nt supprt wildcards. 258
Filter Rule Cnditin Value Example Level Flder Name Cntains abc The flder whse name cntains abc is included. Fr example: abcdef,r abc Des Nt Cntain abc The flder whse name des nt cntain abc is included. Fr example: 123, r bc. Equals type The flder whse name is type is included. Des Nt Equal type The flder whse name is nt type is included. Created Time Mdified Time Befre 2012-10-01 06:00 at Central Time (US & Canada) After 2012-07-31 06:00 at Central Time (US & Canada) The flder that was created befre 2012-10- 01 06:00 at Central Time (US & Canada) is included. The flder that was created after 2012-07- 31 06:00 at Central Time (US & Canada) is included. Within Day(s)/Week(s)/Mnth(s) 3 Days The flder which was created within 3 days is be included. Older Than Day(s)/Week(s)/Mnth(s) Befre 2012-10-01 06:00 at Central Time (US & Canada) After 2012-07-31 06:00 at Central Time (US & Canada) 3 Days The flder whse created time was lder than 3 days is included. The flder that was last mdified befre 2012-10-01 06:00 at Central Time (US & Canada) is included. The flder that was last mdified after 2012-07- 31 06:00 at Central Time (US & Canada) is included. Within Day(s)/Week(s)/Mnth(s) 3 Days The flder that was last mdified within 3 days is included. Older Than Day(s)/Week(s)/Mnth(s) 3 Days The flder whse last mdified time was lder than 3 days is included. File Name Cntains abc The file whse name 259
Filter Level 260 Rule Cnditin Value Example cntains abc is included. Fr example: abcdef.dcx, r abc.xlsx. Des Nt Cntain abc The file whse name des nt cntain abc is included. Fr example: 123.png, r bc.dcx. Equals type The file whse name is type is included. Des Nt Equal type The file whse name is nt type is included. Size >= KB/MB/GB 10 KB The file whse size is nt smaller than 10 KB is included. Fr example: a file whse size is 15KB. <= KB/MB/GB 10 KB The file whse size is nt larger than 10 KB is included. Fr example: a file whse size is 5 KB. Created Time Mdified Time Befre 2012-10-01 06:00 at Central Time (US & Canada) After 2012-07-31 06:00 at Central Time (US & Canada) The file that was created befre 2012-10-01 06:00 at Central Time (US & Canada) is included. The file that was created after 2012-07-31 06:00 at Central Time (US & Canada) is included. Within Day(s)/Week(s)/Mnth(s) 3 Days The file that was created within 3 days is included. Older Than Day(s)/Week(s)/Mnth(s) Befre 2012-10-01 06:00 at Central Time (US & Canada) After 2012-07-31 06:00 at Central Time (US & Canada) 3 Days The file whse created time was lder than 3 days is included. The file that was last mdified befre 2012-10-01 06:00 at Central Time (US & Canada) is included. The file that was last mdified after 2012-07- 31 06:00 at Central Time (US & Canada) is included.
Filter Level Rule Cnditin Value Example Within Day(s)/Week(s)/Mnth(s) 3 Days The file that was last mdified within 3 days is included. Older Than Day(s)/Week(s)/Mnth(s) 3 Days The file whse last mdified time was lder than 3 days is included. Versin Only Latest [] Versin(s) 2 The latest 2 versins f the file are included. Frmat Des Nt Cntain ppt8 The file whse frmat name des nt cntain the ppt8 is included. Fr example: abc.gif, r abcd.dc Equals ppt8 The file whse frmat name is ppt8 is included. Fr example: abc.ppt Cntains pt The file whse frmat name cntains pt is included. Fr example: abc.ppt Des Nt Equal ppt8 The file whse frmat name is nt ppt8 is included. Fr example: abc.dc 261
Abut Mapping Settings Befre perfrming an EMC Dcumentum migratin jb, yu may want t define ptinal Dmain Mapping, User Mapping, Grup Mapping, and Permissin Mapping settings. Default mapping settings are prvided in the event that yu d nt want t custmize the mappings. Refer t the fllwing sectins t have a well understanding f the mapping settings, and be aware f when and hw t cnfigure the mapping settings. Dmain Mapping If there are users with the same name but with different dmains in the surce and destinatin respectively, yu can map a surce dmain name t a SharePint dmain name in the destinatin by using dmain mapping. During the migratin, Migratr will change the surce dmain name t yur specified dmain name in the destinatin nde. Fr example, the surce user summer\user1 can be mapped t SharePint dmain user may\user1 thrugh dmain mapping. 1. 2. 3. T access Dmain Mapping, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Mappings n the ribbn, and then select Dmain Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new dmain mapping rule. Fr specific instructins n setting up dmain mapping, refer t DcAve 6 Cntrl Panel Reference Guide. User Mapping User mapping maps an existing username t an existing SharePint username in the destinatin. During the migratin, Migratr will replace the surce username with the specified username in the destinatin nde. 1. 2. 3. T access User Mapping, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Mappings n the ribbn, and then select User Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new user mapping rule. Fr specific instructins n setting up user mapping, refer t DcAve 6 Cntrl Panel Reference Guide. Grup Mapping Grup mapping maps an existing surce grup name, including EMC Dcumentum grup r Active Directry (AD) grup, t a SharePint grup, an AD grup, r a FBA rle. During the migratin, Migratr will replace the surce grup name with yur specified grup name in the destinatin nde. 262
1. 2. 3. T access Grup Mapping, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Mappings n the ribbn, and then select Grup Mapping frm the drp-dwn menu. The Cntrl Panel Mapping Manager interface appears. Click Create n the ribbn t create a new grup mapping rule. Fr specific instructins n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Abut 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 yur specified permissin name in the destinatin nde. EMC Dcumentum Migratin prvides yu with a Default Permissin Mapping rule t migrate the EMC Dcumentum permissins t the SharePint permissins, which is cntained as the default permissin mapping rule in the default main prfile. *Nte: If yu have cnfigured bth the user mapping and permissin mapping in the Mapping Optins prfile, yu can merge the surce user s mapping permissins in SharePint t the permissins f the mapped destinatin user. 1. 2. T access Permissin Mapping, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Mappings n the ribbn, and then select Permissin Mapping frm the drp-dwn menu. The Permissin Mapping interface appears. The Permissin Mapping interface displays all previusly cnfigured permissin mappings. In this interface, yu can change the number f permissin mappings displayed per page and the rder in which they are displayed. T change the number f permissin mappings displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the permissin mappings, click n a clumn heading such as Permissin Mapping Name, and Descriptin. Custmize hw these permissin mappings are displayed in a number f different ways: Search Filters permissin mappings displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Permissin Mapping viewing pane, enter the keywrd fr the permissin mappings yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the permissin mappings in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the permissin mappings in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. 263
Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the minus ( ). The clumn is hidden. Yu may perfrm the fllwing actins t a permissin mapping: Click Create n the ribbn t create a new permissin mapping rule. Fr detailed n creating a new permissin mapping, see Creating and Editing Permissin Mappings. Click View Details n the ribbn and yu will see the previusly cnfigured settings fr this permissin mapping. Here yu can als click Edit n the ribbn t make changes t the permissin mapping s settings. Yu will be brught t the Edit Permissin Mapping page where yu can change this permissin mapping. Click Edit n the ribbn t change the cnfiguratin f this permissin mapping. Fr details n editing permissin mapping, see Creating and Editing Permissin Mappings. 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 interface withut deleting the selected permissin mappings. Creating and Editing Permissin Mappings T create a new permissin mapping, click Create n the ribbn. T edit a previusly cnfigured permissin mapping, select the permissin mapping and then click Edit n the ribbn. In the Create r Edit Permissin Mapping interface, cnfigure the fllwing settings: 1. 2. Permissin Mapping Name Enter a name fr the permissin mapping that yu are abut t create r edit. Then enter an ptinal descriptin fr this permissin mapping fr future reference. Permissin Mapping Set up the mapping f EMC Dcumentum permissins t SharePint permissins. Yu can cnfigure the permissin mappings n the fllwing levels: Repsitry Level Map the EMC Dcumentum permissins n the repsitry level t the specified SharePint grups, and then specify the permissin levels fr the SharePint grup. Yu can create a new SharePint grup by clicking New SharePint Grup frm the SharePint Grup drp-dwn menu, r yu can create a new SharePint permissin level by clicking New SharePint Permissin Level frm the SharePint Permissin Level drp-dwn menu. When yu select Add a Repsitry Mapping, yu can als create a new repsitry level permissin by clicking New EMC Dcumentum Permissin. Cabinet/Flder Level Map the EMC Dcumentum permissins n the cabinet/flder level, yu can chse the default SharePint permissin levels, r previusly created SharePint permissin levels, r yu can directly create a new SharePint permissin 264
level by clicking New SharePint Permissin Level frm the drp-dwn menu. When yu select Add a Cabinet/Flder Mapping, yu can als create a new repsitry level permissin by clicking New EMC Dcumentum Permissin. Dcument Level Map the EMC Dcumentum permissins n the dcument level, yu can chse the default SharePint permissin levels, r previusly created SharePint permissin levels, r yu can directly create a new SharePint permissin level by clicking New SharePint Permissin Level frm the drp-dwn menu. When yu select Add a Dcumentum Mapping, yu can als create a new repsitry level permissin by clicking New EMC Dcumentum Permissin. If yu want t map the surce custmized permissins t SharePint, yu can create EMC Dcumentum permissins in DcAve depending n the surce permissins. 3. Click OK t save the cnfiguratins and return t the Permissin Mapping interface, r click Cancel t return t Permissin Mapping interface withut saving any changes. Abut EMC Dcumentum Permissins Yu can manage EMC Dcumentum permissins by creating a new EMC Dcumentum permissin, viewing details f the existing EMC Dcumentum permissins, editing a previusly cnfigured EMC Dcumentum permissin, r deleting previusly cnfigured EMC Dcumentum permissins. T access Manage EMC Dcumentum Permissin interface, click Prfile Settings n the Hme tab > Mappings > Permissin Mapping > Manage EMC Dcumentum Permissin. The Manage EMC Dcumentum Permissin interface appears, and yu will see a list f prvided r previusly cnfigured EMC Dcumentum permissins. By default, the Repsitry Level is selected and the permissins n the repsitry level are displayed. Yu can change the level by clicking Repsitry Level and select anther level. In this interface, yu can change the number f EMC Dcumentum permissins displayed per page and the rder in which they are displayed. T change the number f EMC Dcumentum permissins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer righthand crner. T srt the EMC Dcumentum permissins, click n a clumn heading. Custmize hw these EMC Dcumentum permissins are displayed in a number f different ways: Search Filters EMC Dcumentum permissins displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the EMC Dcumentum permissin viewing pane, enter the keywrd fr the EMC Dcumentum permissins yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the EMC Dcumentum permissins in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the EMC Dcumentum permissins in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. 265
Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and click the minus ( ). The clumn is hidden. Perfrm the fllwing actins n the Manage EMC Dcumentum Permissin page. Repsitry/Cabinet/Flder/Dcument Level By default, the Repsitry Level is selected. Yu can manage the Dcument permissins n the repsitry level. T change t ther levels, click Repsitry Level, and then select Cabinet/Flder Level, r Dcument Level t manage the crrespnding permissins. Click Create n the ribbn t create a new EMC Dcumentum permissin. Fr detailed instructins n creating a new EMC Dcumentum permissin, see Creating EMC Dcumentum Permissins. Click View Details n the ribbn and yu will see the settings fr this EMC Dcumentum permissin. Yu will be brught t the Edit EMC Dcumentum Permissin page where yu can change its settings. Click Edit n the ribbn t change the cnfiguratins fr this EMC Dcumentum permissin. Nte that the pre-defined EMC Dcumentum permissins are nt editable. Fr details n editing cnfiguratins fr EMC Dcumentum permissin, see Creating EMC Dcumentum Permissins. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected EMC Dcumentum permissins, r click Cancel t return t the Manage EMC Dcumentum Permissin interface withut deleting the selected EMC Dcumentum permissins. Nte that the pre-defined EMC Dcumentum permissin cannt be deleted. Creating EMC Dcumentum Permissins T create a new EMC Dcumentum permissin, select the level where yu want t create the permissin and then click Create n the ribbn. T mdify a previusly cnfigured EMC Dcumentum permissin, select the EMC Dcumentum permissin, and then click Edit n the ribbn. In the Create New EMC Dcumentum Permissin r Edit EMC Dcumentum Permissin interface, cnfigure the fllwing settings: 266 1. 2. Name and Descriptin Enter a Name fr this permissin that yu are abut t create r edit. Then enter an ptinal Descriptin fr future references. Permissins Chse which permissins t be included in this permissin. Repsitry Level When creating a permissin n the repsitry level, specify the privilege, the extended privilege, and the client capability. Cabinet/Flder Level When creating a permissin n the cabinet/flder level, specify the basic permissin and the extended permissin.
Dcument Level When creating a permissin n the dcument level, specify the basic permissin and the extended permissin. Click OK t save the cnfiguratins and return t the Manage EMC Dcumentum Permissin interface, r click Cancel t return t the Manage EMC Dcumentum Permissin interface withut saving any changes. Abut SharePint Grup Yu can manage SharePint grups by creating a new SharePint grup, viewing details f a previusly cnfigured SharePint grup, editing a previusly cnfigured SharePint grup, r deleting a previusly cnfigured SharePint grup. T access Manage SharePint Grup interface, click Hme tab > Mappings > Permissin Mapping > Manage SharePint Grup. The Manage SharePint Grup interface appears, and yu will see a list f prvided r previusly cnfigured SharePint grups. In this interface, yu can change the number f SharePint grups displayed per page and the rder in which they are displayed. T change the number f SharePint grups displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the SharePint grups, click n a clumn heading. Custmize hw these SharePint grups are displayed in a number f different ways: Search Filters grups displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the grups viewing pane, enter the keywrd fr the grups yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the grups in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the grups in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and click the minus ( ). The clumn is hidden. Perfrm the fllwing actins in the Manage SharePint Grup interface. Click Create n the ribbn t create a new SharePint grup. Fr detailed n creating a new SharePint grup, see Creating SharePint Grups. Click View Details n the ribbn and yu will see the settings fr this SharePint grup. Here yu can als click Edit n the ribbn t make changes t the SharePint grup s settings. Yu will be brught t the Edit SharePint Grup interface where yu can change this SharePint grup. 267
Click Edit n the ribbn t change the cnfiguratin f this SharePint grup. Fr details n editing SharePint grup, see Creating SharePint Grups. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected SharePint grups, r click Cancel t return t the SharePint Grup page withut deleting the selected SharePint grups. Creating SharePint Grups T create a new SharePint grup, click Create n the ribbn. T mdify a previusly cnfigured SharePint grup, select the SharePint grup, and then click Edit n the ribbn. In the Create SharePint Grup r Edit SharePint Grup interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Name fr this grup that yu are abut t create r edit. Then enter an ptinal Descriptin fr future references. 2. SharePint Grup Owner Specify the SharePint grup wner. 3. Site Title - Whether t add the site title t be a part f the grup name. Fr example, if the site title is A and the grup name yu specified is B, the created SharePint grup name is A B. Abut SharePint Permissin Levels Yu can manage SharePint permissin levels by creating a new SharePint permissin level, viewing details f existing SharePint permissin levels, editing a previusly cnfigured SharePint permissin level, r deleting a previusly cnfigured SharePint permissin level. T access Manage SharePint Permissin Level interface, click Prfile Settings n the Hme tab > Mappings > Permissin Mapping > Manage SharePint Permissin Level. The Manage SharePint Permissin Level interface appears, and yu will see a list f prvided r previusly cnfigured SharePint permissin levels. In this interface, yu can change the number f SharePint permissin levels displayed per page and the rder in which they are displayed. T change the number f SharePint permissin levels displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the SharePint permissin levels, click n a clumn heading. Custmize hw these SharePint permissin levels are displayed in a number f different ways: Search Filters SharePint permissin levels displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the SharePint permissin levels viewing pane, enter the keywrd fr the SharePint permissin levels yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the SharePint permissin levels in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the SharePint permissin levels in the current 268
page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and click the minus ( ). The clumn is hidden. Perfrm the fllwing actins in the Manage SharePint Permissin Level page. Click Create n the ribbn t create a new SharePint permissin level. Fr detailed instructins n creating a new SharePint permissin level, see Creating SharePint Permissin Levels. Click View Details n the ribbn and yu will see the previusly cnfigured settings fr this SharePint permissin level. Here yu can als click Edit n the ribbn t make changes t the SharePint permissin level s settings. Yu will be brught t the Edit SharePint Permissin Level page where yu can change its settings. Click Edit n the ribbn t change the cnfiguratins fr this SharePint permissin level. Nte that the pre-defined SharePint permissin levels including Cntribute, Design, Full Cntrl, Read, and View Only, are nt editable. Fr details n editing cnfiguratins fr a SharePint permissin level, see Creating SharePint Permissin Levels. Click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected SharePint permissin levels, r click Cancel t return t the Manage SharePint Permissin Level interface withut deleting the selected SharePint permissin levels. Nte that the pre-defined SharePint permissin levels cannt be deleted. Creating SharePint Permissin Levels T create a new SharePint permissin level, click Create n the ribbn. T mdify a previusly cnfigured custmized SharePint permissin level, select the SharePint permissin level, and then click Edit n the ribbn. In the Create SharePint Permissin Level r Edit SharePint Permissin Level interface, cnfigure the fllwing settings: 1. 2. Name and Descriptin Enter a Name fr this permissin level that yu are abut t create r edit. Then enter an ptinal Descriptin fr future references. Permissins Chse which permissins t include in this permissin level. Yu can select specified permissins f list permissins, site permissins, and persnal permissins by checking the checkbxes befre a specified permissin. Check the Select All checkbx t select r clear all permissins. 269
Click OK t save the cnfiguratins and return t the Manage SharePint Permissin Level interface, r click Cancel t return t the Manage SharePint Permissin Level interface withut saving any changes. Abut Dynamic Rules Dynamic rules map EMC Dcumentum fields t SharePint metadata using DLL files custmized in C#. In a migratin prfile, if dynamic rules cnflict with the cnfigured clumn mapping, dynamic rules take ver the rle f clumn mapping. T use the dynamic rule feature, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Dynamic Rule n the ribbn. In the Dynamic Rule interface, yu will see a list f previusly-cnfigured dynamic rules. In this interface, yu can change the number f dynamic rules displayed per page and the rder in which they are displayed. T change the number f dynamic rules displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the dynamic rules, click n a clumn heading such as Name, Descriptin, DLL File Name, and Last Mdified Time. Custmize hw these dynamic rules are displayed in a number f different ways: Search Filters dynamic rules displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Dynamic Rule viewing pane, enter the keywrd fr the dynamic rules yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the dynamic rules in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the dynamic rules in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Filters which item in the list is displayed. Unlike Search, yu can filter whichever item yu want, rather than search based n a keywrd. Click the f the clumn yu want t filter, then select the checkbx next t the item name t have that item shwn in the list. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click the minus ( ) in the clumn title t hide the clumn. Yu may perfrm the fllwing actins t a Dynamic Rule: Click Create n the ribbn t create a dynamic rule. Fr detailed infrmatin n creating a new dynamic rule, see Cnfiguring a Dynamic Rule. Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this dynamic rule. Here yu can als click Edit n the ribbn t make changes t the 270
dynamic rule s settings. Yu will be brught t the Edit Dynamic Mapping page where yu can change this dynamic rule. Click Edit n the ribbn t change the cnfiguratin f this dynamic rule. Fr details n editing dynamic rule, see Cnfiguring a Dynamic Rule. 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 rules, r click Cancel t return t the dynamic rule withut deleting the selected dynamic rules. Cnfiguring a Dynamic Rule T create a new dynamic rule, click Create n the ribbn. T edit a previusly-cnfigured dynamic rule, select the dynamic rule and then click Edit n the ribbn. In the Create Dynamic Rule interface r Edit Dynamic Rule interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Dynamic Rule Name fr the dynamic rule that yu are abut t create r edit. Then enter an ptinal descriptin fr this dynamic rule fr future reference. 2. Uplad a DLL File Uplad a DLL file custmized in C# frm the lcal path. This file cntains yur cnfigured mapping settings. 3. Click OK t save the cnfiguratin and return t the Dynamic Rule interface. Click Cancel t return t the Dynamic Rule interface withut saving any cnfiguratin r changes. Setting Up EMC Dcumentum Migratin Prfiles The Migratin Prfile allws yu t specify and define numerus settings fr the migratin jbs including Migratin Optins, Filter Optins, Mapping Optins, and Advanced Optins. Fllw the instructins belw t create a Migratin Prfile. 1. 2. 3. 4. 5. 6. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a prfile name in the pp-up windw and click OK. Select the Migratin Optins frm the left-hand pane. Select a previusly-cnfigured Migratin Optins Sub-Prfile frm the drp-dwn menu r enter a name and click Create a New Prfile t create a new sub-prfile. Fr details abut this sectin, refer t Migratin Optins. Select the Filter Optins frm the left-hand pane and select a previusly-cnfigured filter plicy frm the drp-dwn menu. Or click New Filter Plicy frm the drp-dwn menu t create a new filter plicy. Fr details n creating a filter plicy, refer t Creating Filter Plicies. Select the Mapping Optins frm the left-hand pane. Select a previusly-cnfigured Mapping Optins Sub-Prfile frm the drp-dwn menu r enter a name and click Create a New Prfile t create a new sub-prfile. Fr details abut this sectin, refer t Mapping Optins. 271
7. 8. Select the Advanced Optins frm the left-hand pane and cnfigure the Dynamic Rule, Character Length Settings and the Illegal Character Replacement Settings. Fr details abut this sectin, refer t Advanced Optins. Click Save in the Main Prfile rw t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace the existing main prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Migratin Optins Cnfigure the settings in Migratin Optins t specify hw t migrate the cntent and the security t SharePint. Set up a sub-prfile f Migratin Optins by the fllwing steps. 1. 2. 3. 4. 5. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. Click Migratin Optins n the left-hand pane, and frm the Prfile Settings tab, under the Subprfile grup, click Edit Sub-prfile t make the Migratin Optins field active. Frm the Prfile Setting tab, under the Prfile/Sub-prfile grup, click New. Enter a sub-prfile name in the pp-up windw and click OK. Click the Cntent tab t cnfigure the fllwing settings. Managed Path If the destinatin nde is a Web applicatin, the site cllectins will be created under this Web applicatin when migrating the surce data. The value entered in the Custmized a managed path textbx and the site template selected frm the Site template drp-dwn list are the managed path and the site template fr the newly created site cllectin. Yu are allwed t enter the site template ID in the Site template textbx t specify a desired site template. Yu can als select a language fr this newly created site cllectin frm the Site language drp-dwn list. Navigatin Optins Chse navigatin design ptins fr destinatin newly generated sites when perfrming the migratin. Display the site n the tp link bar f the parent site when creating a site Display the site n the Quick Launch f the parent site when creating a site Inherit tp link bar f the parent site when creating a site Dcument Settings Cnfigure the settings t the dcument migratin. Migrate rt files t a dcument library When the surce nde is a cabinet nde, selecting this ptin will migrate the rt files that are under the cabinet t a specified SharePint dcument library. If yu select this ptin, custmize the library name by entering a name in the text bx. Rt Dcuments is prvided as a default dcument library name. If yu d nt select this ptin, the rt files under the cabinet will nt be migrated t the destinatin. Migrate incmpatible versin numbers Since EMC Dcument use the cncept f Branch Versin which is nt supprted in SharePint, yu can use this ptin t specify hw t migrate the surce versins. 272
Select the checkbx t migrate all surce versins. The surce versins will be changed after the migratin by using the SharePint versin frmat: surce majr versin remains the same; fr each majr versin, its minr versin and branch versin becme the destinatin minr versin. View the example belw: Surce Versin Destinatin Versin 1.0 1.0 2.0 2.0 2.1 2.1 2.1.1.0 2.2 2.1.1.2 2.3 2.5 2.5 Uncheck the checkbx t nly migrate surce majr and minr versins t destinatin and the migrated majr and minr versins remain the same. The branch versins will be skipped and recrded in the jb reprt. View the example belw: Surce Versin Destinatin Versin 1.0 1.0 2.0 2.0 2.1 2.1 2.1.1.0 Skipped 2.1.1.2 Skipped 2.5 2.5 Virtual Dcument Migratin Specify hw t deal with the surce virtual dcuments. Select Dcument Set t migrate a surce virtual dcument t a destinatin dcument set. DcAve migrates the surce virtual dcument file and each child t the destinatin dcument set, migrates desired versins (all versins, majr versins, r majr and minr versins, which is decided by the selectin f the Migrate incmpatible versin numbers ptin and yur surce data s versin situatin) f a virtual dcument t be the versins f destinatin dcument set, and migrates the crrespnding versins f each file t be the versins f destinatin file. Select Flder t migrate a surce virtual dcument t a destinatin flder. Create a first-level flder named by the virtual dcument file. Migrate desired versins f the virtual dcument int this first-level flder. Each virtual dcument versin has its wn flder under this first-level flder. Each migrated virtual dcument versin s each child and its current versin f the virtual dcument file will be migrated t their wn flder named by the virtual dcument name and the versin. 273
6. 7. Migrate the virtual dcument file and its desired versins int this firstlevel flder. Flder Structure Management When selecting the library/flder nde as the destinatin, selecting the Create a tp level fr n destinatin ptin will create the tp level flders in the destinatin after the migratin, and preserve the surce flder structure under the tp level flder. By default this checkbx is selected. If yu leave this ptin unchecked, the surce cntent will be migrated t the destinatin withut the tp level flders created, but preserving the surce flder structure under the tp level flder. If yu select a site nde as the destinatin, n matter whether yu select this ptin r nt, a tp level flder having the same name as the surce flder is nt created in the destinatin list. Click the Security tab next t the Cntent tab and cnfigure the Security settings. Migrate user Migrates the surce users t SharePint. Migrate security When yu chse t migrate the surce users, yu can further select whether t migrate the user s security t SharePint by selecting the Migrate security checkbx. Permissin Inheritance Fr the surce cntents that inherit permissins frm the parent, select the Break permissin inheritance ptin t make the migrated cntent and/r the newly created cntainers have the unique permissins, and d nt inherit parent permissins. If yu leave this checkbx unselected, the migrated cntent and/r the newly created cntainers will use the same permissins as the destinatin parent. Fr the surce cntents that d nt inherit permissins frm the parent, these cntents will have unique permissins after the migratin. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace the existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Mapping Optins Cnfigure settings in Mapping Optins t set the List Mapping, Cntent Type Mapping, and Security Mapping. Set up a sub-prfile fr Mapping Optins by the fllwing steps. 1. 2. 3. 4. 5. Frm the Hme tab, in the Prfile Manager grup, click Prfile Settings. The Prfile Settings tab appears. Click Mapping Optins n the left-hand pane, and frm the Prfile Settings tab, under the Subprfile grup, click Edit Sub-prfile t make the Mapping Optins field active. Frm the Prfile Settings tab, under the Prfile/Sub-prfile grup, click New. Enter a sub-prfile name in the pp-up windw and click OK. Cnfigure the fllwing settings by referring t crrespnding sectins: List Mapping, Cntent Type Mapping, and Security Mapping. 274
6. Click Save t save the prfile. Alternatively, click Save as and enter a prfile name t save it as anther prfile. Select Save and replace the existing sub-prfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile List Mapping Set up the list name mapping t specify a new name fr the migrated surce list. Withut list mapping, the newly created library name is the same as the name f the selected surce flder. If the specified destinatin library in the list mapping des nt exist in the destinatin, DcAve creates a new library in the destinatin. If the specified destinatin library in the list mapping exists in the destinatin, DcAve migrates the cntents frm the surce list t this existing library. This lgic takes effect when yu select a destinatin nde that is higher than the library level. T change the library name, set up the list name mapping as fllws: 1. 2. 3. 4. With List Mapping tab activated, click Add a List Name Mapping n the List Name Mapping sectin. Enter an EMC Dcumentum flder name in the EMC Dcumentum Flder Name text bx. Enter a SharePint library name in the SharePint List Name text bx. Repeat steps frm 1 t 4 t add anther list name mapping. T delete the list name mappings, select the checkbxes and then click Deleted the Selected List Name Mapping(s). Cntent Type Mapping Cnfigure the cntent type mapping, which allws yu t match the types f flders r dcuments in the surce t SharePint cntent types. Use the cntent type mapping generated by Migratr Tl Select this ptin t use the cntent type mapping settings generated by Migratr Tl. The cntent type mapping settings are in the cnfiguratin file lcated in the \AvePint\DcAve6\Agent\data\Migratr\DcumentumMigratr\TypeMappings directry. Fr details f using the MigratrTl.exe, refer t the DcAve 6 Supplementary Tls User Guide. Manually cnfigure the cntent type mapping Select this ptin t cnfigure the cntent type mapping manually as fllws. Yu can als click Uplad in the Sub-prfile grup n the ribbn t uplad the XML file generated by Migratr Tl fr further editing. After select this ptin, the cntent type mapping cnfiguratin pane appears. xii. On the Cntent Type Mapping sectin, enter the surce type name in the EMC Dcumentum Type text bx, and enter the destinatin cntent type name in the SharePint Cntent Type Name text bx. The surce type will be mapped t the destinatin cntent type after the migratin. xiii. On the Clumn Mapping sectin, cntinue t cnfigure the clumn mapping settings fr this cntent type mapping. The surce attribute will be mapped t the destinatin clumn having the specified clumn type. 275
xiv. Click Add a Clumn Mapping, cnfigure the fllwing settings: xv. Enter the surce attribute name in EMC Dcumentum Attribute Name text bx. xvi. Enter the destinatin clumn name in SharePint Clumn Name text bx. xvii. Select a clumn type frm the SharePint Clumn Type drp-dwn list. When selecting Persn r Grup clumn type, the User Name Type pp-up windw appears. Specify the type f the surce attribute, Lgin Name r Display Name. When selecting Managed Metadata clumn type, the Managed Metadata ppup windw appears. Enter the term set path in the Term Set Path text bx, specify whether t allw multiple values, and which character is used t separate the multiple values. xviii. Select whether t use this clumn mapping settings in this cntent type mapping. Select the checkbx f Migrate Clumn t use it and migrate the surce attribute, and uncheck the checkbx f Migratin Clumn t nt use it and nt migrate the surce attribute. xix. Specify whether t add this SharePint clumn t the default view by selecting/unchecking the Add t Default View checkbx. Security Mapping Specify the user mapping, dmain mapping, grup mapping, and permissin mapping. User Mapping (Optinal) Replaces existing user name in EMC Dcumentum with the existing r default username in SharePint metadata fields. Select a previusly created user mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected user mapping by clicking View. If yu want t create a new user mapping rule, click New User Mapping in the drp-dwn menu, and then yu are brught t User Mapping Create page. Fr specific instructins n setting up user mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Dmain Mapping (Optinal) Replaces existing dmain name in EMC Dcumentum with anther dmain name in SharePint metadata fields. Select a previusly-created dmain mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected dmain mapping by clicking View. If yu want t create a new dmain mapping rule, click New Dmain Mapping in the drp-dwn menu, and then yu are brught t the Dmain Mapping Create page. Fr specific instructins n setting up dmain mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Grup Mapping (Optinal) Replaces grups in EMC Dcumentum t the existing grups in SharePint metadata field. Select a previusly-created grup mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected grup mapping by clicking View. If yu want t create a new grup 276
mapping rule, click New Grup Mapping in the drp-dwn menu, and then yu are brught t the Grup Mapping Create page. Fr specific instructins n setting up grup mapping, refer t the DcAve 6 Cntrl Panel Reference Guide. Permissin Mapping (Required) Maps the EMC Dcumentum permissins t the SharePint permissins. A default permissin mapping rule is prvided with the name f Default Permissin Mapping. Select a previusly-created permissin mapping rule frm the drp-dwn menu, and yu are able t access the detailed infrmatin abut this selected permissin mapping by clicking View. If yu want t create a new permissin mapping rule, click New Permissin Mapping in the drp-dwn menu, and then yu are brught t the Permissin Mapping Create page. Fr specific instructins n setting up permissin mapping, refer t Creating and Editing Permissin Mappings. Advanced Optins Cnfigure the settings in Advanced Optins t set the dynamic rules, character length settings and the illegal character replacement settings. The cnfiguratin settings are saved t the current main-prfile. Dynamic Rule Map the surce EMC Dcumentum type names, filed types, field names and the crrespnding values t the crrespnding attributes in SharePint. Select a previusly-created dynamic rule r click New Dynamic Rule t create a new ne. Character Length Settings Cnfigure character length limitatins fr SharePint URL, filename, and flder name. In SharePint, the maximum length f SharePint URL is 260 characters, and the maximum length f file name and flder name is 128 characters. Maximum Length f the flder name The default value is 60, and the scale yu can set is frm 1 t 128. If the flder name exceeds the limitatin yu set, the extra characters, which are in the end f the flder name, will be pruned. Fr example, yu set 10 as the maximum length f the flder name, and then a flder named AaaaaBbbbbCccccDdddd will be pruned t AaaaaBbbbb after the migratin. Maximum Length f the file name The default value is 80, and the scale yu can set is frm 1 t 128. If the ttal number f characters f the file name and extensin name exceed the limitatin yu set, the extra characters, which are in the end f the file name, will be pruned. Fr example, yu set 6 as the maximum length, and then a file named 123456.dc will be pruned t 12.dc after the migratin. Maximum Length f the SharePint URL The default value is 255, and the scale yu can set is frm 1 t 260.The length f the SharePint URL is calculated frm the first character f the managed path after /. When the flder r file s URL exceeds the limitatin, the migratin results are: If there is n file in the flder whse URL exceeds the limitatin, the flder will be migrated t the upper flder till the flder URL des nt exceed the limitatin. 277
If there are files in the flder, when the file URL exceeds the limitatin, the flder and all files will be migrated t the upper flder till the file URL des nt exceed the limitatin. Illegal Character Replacement Settings Replace the characters (existing in the grup name, filename, and flder name) which are illegal in SharePint with the valid characters in SharePint. By default, all illegal characters are replaced with a _. Click Grup Level, Flder Level r File Level t cnfigure the settings fr flder name r file name. T mdify an illegal character mapping, duble-click _ in the Replace with clumn and enter a new valid character. T add an illegal character mapping, click Add an Illegal Character. Then enter the illegal character in the Illegal character in SharePint clumn and the valid character in the Replace with clumn. T delete ne r mre previusly-cnfigured illegal character mapping, select the Illegal characters in SharePint check bx, all custmized mappings are selected, uncheck the mappings that yu d nt want t delete, and then click Delete the Selected Illegal Character(s). Nte that the default cnfigured mappings cannt be selected and deleted. Perfrming an EMC Dcumentum Migratin An EMC Dcumentum migratin migrates cntents, cnfiguratins, and securities frm the EMC Dcumentum envirnment t the SharePint envirnment. T start an EMC Dcumentum migratin jb, click Online Migratin n the ribbn in the Hme tab. T perfrm an EMC Dcumentum migratin jb, fllw the instructins belw: 1. 2. 3. 4. In the Surce pane, click Select Surce. The Select Surce pp-up windw appears. On the Select Surce pp-up, select the desired Agent frm the Agent drp-dwn list. The cnnectins relied n this Agent will be laded, and select the desired ne frm the Cnnectin drp-dwn list. Click OK and return t the Surce pane. The cnnectin name is displayed n the Surce pane. If yu want t change the current cnnectin, click Change Surce t select anther cnnectin. Click the cnnectin name t lad the surce data and then expand the data tree t specify the data t be migrated. a. Find the nde whse data yu wish t migrate. If wrking with a large envirnment, enter the name f the nde int the Input Keywrd text bx t search fr the desired nde. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. b. Select the surce ndes by selecting the crrespnding checkbxes. 278
5. Underneath each nde, there is a nde named Items t display hw many bjects are cntained in the Items nde. Yu can click the Items nde and the Item Brwser interface appears. Select the bjects that yu wish t migrate by selecting crrespnding checkbxes and click OK. Click Actins n the tp right crner f the surce pane. Click Only shw selected ndes t shw the selected ndes, and click Shwn all ndes t shw all available ndes. In the destinatin pane, click the farm name and expand the data tree t specify the destinatin nde(supprted frm the web applicatin nde t the flder nde). a. Find the nde which yu wish t migrate the surce data t. If wrking with a large envirnment, enter the name f the nde int the Input Keywrd text bx t search fr the desired nde. Yu can nly search the ndes whse name is displayed in the currently expanded tree. The ndes which are nt displayed in the expanded tree cannt be search. When entering the keywrd, the search result will be displayed with a little time. b. Select the destinatin nde by selecting the crrespnding checkbx. Yu can als create a new cntainer t be the destinatin nde withut leaving the current page. Fr details n creating a cntainer in SharePint, refer t Creating Cntainers. 6. Click Actins n the tp right crner f the surce pane. Click Only shw selected nde(s) t shw the selected ndes, and click Shwn all ndes t shw all available ndes. When finished cnfiguring the jb, select ne f the fllwing ptins: Click Run Nw t perfrm a migratin jb immediately. Fr mre infrmatin n the Run Nw interface, refer t Cnfiguring the Run Nw Interface. Click Save As New Plan t cnfigure mre specific settings and then save them as a file system migratin plan, which then can be used t perfrm a file system migratin jb. Fr mre infrmatin n the Save As New Plan interface, refer t Cnfiguring the Save As New Plan Interface. Cnfiguring the Run Nw Interface In the Run Nw interface, cnfigure the settings belw: 1. Cnflict Reslutin If the bject name in the surce nde is the same as an existing bject in the destinatin nde, it is cnsidered a cnflict. Cntainer level cnflict reslutin Set the cnflict reslutin n cntainer level. There are tw reslutins: Skip ignres the surce cntainer that has the same name as the destinatin ne. Fr the cntent in the surce cntainer, if yu d nt select the Check 279
2. 3. lwer bjects fr cnflicts checkbx, the cntent will be als ignred. If yu select the Check lwer bjects fr cnflicts checkbx, cntinue t cnfigure Cntent level cnflict reslutin. Merge cmbines the cnfiguratin f the surce and destinatin cntainer. Fr the cntent in the surce cntainer, cntinue t cnfigure Cntent level cnflict reslutin. Cntent level cnflict reslutin Set the cnflict reslutin n cntent level. There are three reslutins. Skip ignres the surce dcument that has the same name as the destinatin dcument. Overwrite cpies the surce dcument t the destinatin by verwriting the destinatin dcument with same name. Append adds the surce dcument t the destinatin with a _ and an integer added in the dcument name. Fr mre infrmatin n Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. Prfile Selectin Specify the main prfile cnfigured in Abut Dynamic Rules Dynamic rules map EMC Dcumentum fields t SharePint metadata using DLL files custmized in C#. In a migratin prfile, if dynamic rules cnflict with the cnfigured clumn mapping, dynamic rules take ver the rle f clumn mapping. T use the dynamic rule feature, click Prfile Settings n the ribbn f Hme tab. The Prfile Settings tab appears. Click Dynamic Rule n the ribbn. In the Dynamic Rule interface, yu will see a list f previusly-cnfigured dynamic rules. In this interface, yu can change the number f dynamic rules displayed per page and the rder in which they are displayed. T change the number f dynamic rules displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the dynamic rules, click n a clumn heading such as Name, Descriptin, DLL File Name, and Last Mdified Time. Custmize hw these dynamic rules are displayed in a number f different ways: Search Filters dynamic rules displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the Dynamic Rule viewing pane, enter the keywrd fr the dynamic rules yu wish t display. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the dynamic rules in all f the pages whse names and descriptins cntain the keywrds will be displayed; while Search current page means that nly the dynamic rules in the current page whse names and descriptins cntain the keywrds will be displayed. Nte that the search functin is nt case sensitive. Filters which item in the list is displayed. Unlike Search, yu can filter whichever item yu want, rather than search based n a keywrd. Click the f the clumn yu 280
want t filter, then select the checkbx next t the item name t have that item shwn in the list. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. This allws yu t hide the clumn. Click the minus ( ) in the clumn title t hide the clumn. Yu may perfrm the fllwing actins t a Dynamic Rule: Click Create n the ribbn t create a dynamic rule. Fr detailed infrmatin n creating a new dynamic rule, see Cnfiguring a Dynamic Rule. Click View Details n the ribbn and yu will see the previusly-cnfigured settings fr this dynamic rule. Here yu can als click Edit n the ribbn t make changes t the dynamic rule s settings. Yu will be brught t the Edit Dynamic Mapping page where yu can change this dynamic rule. Click Edit n the ribbn t change the cnfiguratin f this dynamic rule. Fr details n editing dynamic rule, see Cnfiguring a Dynamic Rule. 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 rules, r click Cancel t return t the dynamic rule withut deleting the selected dynamic rules. Cnfiguring a Dynamic Rule T create a new dynamic rule, click Create n the ribbn. T edit a previusly-cnfigured dynamic rule, select the dynamic rule and then click Edit n the ribbn. In the Create Dynamic Rule interface r Edit Dynamic Rule interface, cnfigure the fllwing settings: 4. Name and Descriptin Enter a Dynamic Rule Name fr the dynamic rule that yu are abut t create r edit. Then enter an ptinal descriptin fr this dynamic rule fr future reference. 5. Uplad a DLL File Uplad a DLL file custmized in C# frm the lcal path. This file cntains yur cnfigured mapping settings. 6. Click OK t save the cnfiguratin and return t the Dynamic Rule interface. Click Cancel t return t the Dynamic Rule interface withut saving any cnfiguratin r changes. 4. 5. 6. Setting Up EMC Dcumentum Migratin Prfiles. Migratin Database Allws yu t check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, yu can click Details t view the infrmatin f all agents and the cnnected status. T use the migratin database t stre the jb data, select Als use Specified Database t stre the jb data. Ntificatin Select a previusly-cnfigured ntificatin prfile frm the drp-dwn list, r click New Ntificatin Prfile in the drp-dwn list t create a new ne. Fr details n creating a ntificatin prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. 281
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 build a migratin plan. 1. 2. 3. 4. 5. 6. 7. Plan Name Enter the plan name and the ptinal descriptin fr future reference. Prfile Selectin Specify the main prfile cnfigured in Setting Up EMC Dcumentum Migratin Prfiles. Schedule Selectin Specify the schedule t start the migratin jb. N schedule Select this ptin t run the plan manually. Cnfigure the schedule myself Select this ptin and the Schedule Settings sectin appears under the Schedule Selectin sectin. Click Add Schedule and the Add Schedule interface pps up. Fr mre infrmatin n the Add Schedule interface, refer t Cnfiguring Schedule Settings in the Add Schedule Interface. Ntificatin Select a previusly-cnfigured ntificatin prfile frm the drp-dwn list, r click New Ntificatin Prfile in the drp-dwn list t create a new ne. Fr details n creating a ntificatin prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. Assciated Plan Grup Select an assciated plan grups r create a new plan grup in the Assciated plan grup(s) drp-dwn list in rder t make the plan run accrding t the selected plan grup settings. Fr mre infrmatin n plan grups, refer t the DcAve 6 Cntrl Panel Reference Guide. Migratin Database Allws yu t check whether the migratin database that yu previusly cnfigured is available by clicking Test. After the testing is cmpleted, yu can click Details t view the infrmatin f all agents and the cnnected status. T use the migratin database t stre the jb data, select Als use Specified Database t stre the jb data. 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 yu have cnfigured. The Run Nw interface appears. Fr detailed infrmatin n the ptins in the Run Nw interface, refer t the Cnfiguring the Run Nw Interface. Cnfiguring Schedule Settings in the Add Schedule Interface Fllw the instructins belw t cnfigure the schedule settings. 282 1. Optins Select a type f migratin fr the custmized schedule. Chse Full migratin t migrate all cntents frm the surce nde t the destinatin nde. Chse Incremental migratin t 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.
*Nte: If yu select the Incremental migratin ptin, the Remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb ptin in the Cnflict Reslutin sectin will be enabled, and yu are required t decide whether r nt t remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb. 2. Cnflict Reslutin If the bject name/id in the surce nde is the same as an existing bject in the destinatin nde, it is cnsidered a cnflict. Cntainer level cnflict reslutin Set the cnflict reslutin n list and flder level. There are tw reslutins: Skip ignres the surce cntainer that has the same name as the destinatin ne. Fr the cntent in the surce cntainer, if yu d nt select the Check lwer bjects fr cnflicts checkbx, the cntent will be als ignred. If yu select the Check lwer bjects fr cnflicts checkbx, cntinue t cnfigure Cntent level cnflict reslutin. Merge cmbines the cnfiguratin f the surce and destinatin cntainer. Fr the cntent in the surce cntainer, cntinue t cnfigure Cntent level cnflict reslutin. Cntent level cnflict reslutin Set the cnflict reslutin f the dcument level. There are tw reslutins. Skip ignres the surce dcument that has the same name as the destinatin dcument. Overwrite cpies the surce dcument t the destinatin by verwriting the destinatin dcument with same name. Append adds the surce dcument t the destinatin with a _ and an integer added in the dcument name. Fr mre infrmatin f Cnflict Reslutin, refer t Appendix D: Cnflict Reslutin. 3. 4. 5. Schedule Settings Specify the frequency t run the recurring schedule. Enter an integer int the text bx and select Minutes, Hurs, Days, Weeks r Mnths frm the drp-dwn list. Range f Recurrence Specify when t start and end the running recurring schedule. Start time Set up the time t start the plan and the Time Zne can be changed under the Start time. Nte that the start time cannt be earlier than the current time. Schedule ending Designate when t stp the scheduled jb. N end date Select this ptin t repeat running the plan until being stpped manually. End after specified ccurrence(s) Select this ptin t stp the plan after specified ccurrences that yu cnfigure in the text bx. End by Set up the time t end the recurrence f plans. Jb Status Optin Specify whether r nt t take the metadata/security exceptins int cnsideratin fr the migratin jb status. If nly the metadata/securities f the cntent failed 283
t be migrated, and yu select Ignre Metadata/Security exceptins ptin, the migratin jb status will be Finished. Otherwise, the jb status will be Finished with Exceptins. 6. Click OK n the ribbn t save the schedule setting cnfiguratins. Click Cancel n the ribbn t return t the Plan setting interface withut saving any changes. Repeat the cnfiguratins abve t create mre schedules. Click Calendar View t preview the cnfigured schedule in a calendar. Yu can delete a cnfigured schedule by clicking next t the schedule. 284
Supprted SharePint Object Levels fr Different EMC Dcumentum Object Levels Fr different surce bject levels, yu can nly migrate them t the supprted SharePint bject levels. After yu select a surce nde, refer t the table belw fr details f which destinatin nde yu can select. By default, DcAve EMC Dcumentum Migratr des nt supprt the bjects that are nt listed in the list belw. EMC Dcumentum Object Level Cabinet Flder Dcument Virtual dcument Linked flder/dcument Supprted SharePint Object Level Web Applicatin Site Cllectin Site Site Library Flder Site Library Flder Site Library Flder Site Library Flder 285
Managing Sub-prfiles Refer the infrmatin belw t manage an existing sub-prfile. Editing an Existing Sub-prfile 1. 2. 3. Select an existing sub-prfile frm the Sub-Prfile drp-dwn list. Click Edit Sub-prfile in the Sub-prfile grup t edit the sub-prfile settings. Click Save in the Sub-prfile grup t save the sub-prfile settings. Alternatively, click Save As and enter a prfile name t save it as anther prfile. Select Save and replace the existing subprfile t replace the riginal prfile. Otherwise, it is saved withut remving the riginal prfile. Deleting an Existing Sub-prfile 1. 2. Select an existing sub-prfile frm the Sub-Prfile drp-dwn list. Click Delete in the Prfile/Sub-prfile grup t delete the sub-prfile, r directly click Delete next t the sub-prfile name in the drp-dwn list. Nte that the default sub-prfile and the sub-prfile used in the main prfile cannt be deleted. Uplading a Previusly-cnfigured Sub-prfile 1. 2. 3. 4. In the Prfile Settings interface, click Migratin Optins r Mapping Optins n the left panel. Click Edit Sub-prfile t make the Migratin Optins field active. Click Uplad in the Sub-prfile grup. Select a previusly-created sub-prfile and click Open t uplad it. If a sub-prfile having the same name exists in DcAve, yu have tw ptins: Uplad as a new prfile Uplad the sub-prfile and name the upladed sub-prfile by adding a suffix, fr example, subprfile_1. Overwrite current prfile Replace the existing sub-prfile. The Default Mappings subprfile and the Default Migratin Optins prfile sub-prfile cannt be verwritten. Dwnlading an Existing Sub-prfile 1. 2. 3. In the Prfile Settings interface, click Migratin Optins r Mapping Optins n the left-hand panel. Select an existing sub-prfile and click Edit Sub-prfile in the Sub-prfile grup. Click Dwnlad in the Sub-prfile grup t save the sub-prfile t the lcal disk. 286
Managing Plans Fr the migratin plans created by different mdules, yu can use Plan Manager t manage them. After launching the migratin mdule, click Plan Manager next t the Hme tab. In the Plan Manager interface, any plans that yu have previusly created are displayed in the main display pane. In this interface, yu can change the number f plans displayed per page. T change the number f plans displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the plans, click the clumn heading such as Plan Name, and Plan ID. Custmize hw these plans are displayed in a number f different ways: Search Filters the plans t be displayed by the keywrd entered in the Input Keywrd text bx (the keywrd is nt case sensitive). The keywrd must be cntained in a clumn value. Yu can select Search all pages r Search current page t define the search scpe. Search all pages means that the plans in all f the pages whse clumn cntains the keywrds will be displayed; while Search current page means that nly the plans in the current page whse clumn cntains the keywrds will be displayed. Yu can manage which clumns are displayed in the list s that nly infrmatin yu want t see is shwn. Click the plus ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Yu can manage which clumns are hidden in the list. Hver ver the cursr n the clumn that yu want t hide and then click the appeared minus ( ) icn, and then the clumn is hidden. Perfrm the fllwing actins in the Plan Manager interface: Select a plan and click View Details. The surce nde and the destinatin nde are displayed n the data tree. Yu can als click Settings n the ribbn t view the migratin settings f this plan. When yu want t change the ndes yu selected r want t mdify the migratin settings, click Edit n the ribbn. Select a plan and click Edit n the ribbn t change the cnfiguratins fr the selected plan. Yu can change the ndes yu selected and mdify the migratin settings. Besides, yu can click Prfile Settings r Create Cntainer t perfrming the crrespnding actins. Select the plans that yu want t delete and click Delete n the ribbn. A cnfirmatin windw appears, cnfirming that yu want t prceed with the deletin. Click OK t delete the selected plans, r click Cancel t return t the Plan Manager interface withut deleting the selected plans. Click Test Run t perfrm a test run jb that simulates the real migratin jb. By viewing the jb reprt f the test run, yu can find whether the surce cntents can be migrated t the destinatin successfully, and then adjust the plans r ptimize the settings. Click Run Nw t perfrm the migratin jb. 287
Generate Excel When selecting a file system migratin plan, yu can click Generate Excel t generate the Excel file t custmize yur wn metadata file. Fr details f using the generated Excel file, refer t Metadata Excel File. 288
Migratr Tls Sme tls are prvided with the Migratr mdule. Refer t the DcAve 6 Supplementary Tls User Guide fr instructins n using these tls. File System Migratr Tl This tl is used t test the cnnectin t the Net Share path, explre the file infrmatin f permissins and prperties, run a test migratin jb t scan the surce data, and cnfigure the dmain mapping, grup mapping, and user mapping which can be used during File System migratin. Exchange Public Flder Migratr Tl This tl is used t scan surce cntents selected fr migratin and generate the custmized reprt t view the desired infrmatin. Besides, yu can cnfigure dmain mapping, grup mapping, and user mapping, which can be used during Exchange public flder migratin. Ltus Ntes Migratr Tl This tl is used t test the Net Share path, cnfigure the Ltus Ntes cnnectin, the cntent type mapping, the user mapping, and the InfPath mapping, analyze the database, and generate the reprt. Besides, yu can use this tl t scan the surce cntents that are selected fr migratin and view detailed infrmatin in the scan reprt. erm Migratr Tl This tl is used t scan the surce cntents selected fr migratin and generate the reprt t view the infrmatin f the scanned cntents. Besides, yu can cnfigure dmain mapping, user mapping, and grup mapping, which can be used during erm migratin. Livelink Tl This tl is used t scan the surce cntents selected fr migratin and view the infrmatin f the scanned cntents. Besides, yu can cnfigure the dmain mapping and user mapping, which can be used during Livelink migratin. EMC Dcumentum Migratr Tl This tl is used t scan the surce cntents selected fr migratin and generate the reprt t view the infrmatin f the scanned cntents. Besides, yu can cnfigure dmain mapping, grup mapping, user mapping and cntent type mapping, which can be used during EMC Dcumentum migratin. Quickr Migratr Tl This tl is used t generate the cntent type mapping and the user mapping fr the selected places t migrate the surce cntent and security. 289
Accessing Migratins 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. The fllwing is a list f ht keys fr the tp level. Using the ht key listed belw t access t the crrespnding prduct interface. Fr example, cntinue pressing F, yu will be brught t the File System Migratin Interface. SharePint Migratin File System Migratin Ltus Ntes Migratin erm Migratin Livelink Migratin Exchange Public Flder Migratin Quickr Migratin EMC Dcumentum Migratin Functinality Name and Ht Key SM F N E L P Q D File System Migratin T access Ht Key mde, in the File System 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 the Hme tab. Operatin Interface Ht Key Hme H Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 Accunt Infrmatin 9 Help and Abut 0 290
Hme Page T access the Hme page by using ht keys, in the File System Migratin interface, use key cmbinatin f Ctrl + Alt + Z t access the Ht Key mde, and then press H n the keybard t enter the Hme page. The fllwing is a list f ht keys fr functinalities n the ribbn f the Hme page. Fr example, cntinue pressing O, yu are brught yu the Online Migratin. File System Migratin Online Migratin Prfile Settings Cnfigure Cnnectin Migratin Database Jb Mnitr Functinality Name and Ht Key F O CP CF MD J File System Online Migratin Functinality Name and Ht Key Online Migratin O New Plan N Create Cntainer CC OK O Cancel C Prfile Settings CP Cnfigure Cnnectin CF Migratin Database MD Jb Mnitr J Save As New A Save S Save A Plan Save and Run Nw R Cancel C Run Nw R Prfile Settings Functinality Name and Ht Key Filter Plicy F Create N OK O Back B Edit E OK O Back B Delete D Clse X Mappings M Dmain Mapping DO User Mapping U 291
Grup Mapping G Permissin Mapping P Dynamic Rule DY 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 Cnfigure Cnnectin Functinality Name and Ht Key Create N OK O Cancel C View Details V Edit E OK O Cancel C Clse X Edit E OK O Cancel C Delete D Clse X Migratin Database Functinality Name and Ht Key Cnfigure C OK O Cancel C Clse X Plan Manager 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 292
Clse X Edit E Surce SD Destinatin Settings SE Save SA Save SA Save As A Save SR and Run Nw 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 C Settings SE Save SA Save SA Save As A Save SR and Run Nw Cancel C Delete D Test Run TR OK O Cancel C Run Nw R OK O Cancel C Generate Excel G 293
SharePint Migratin 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 the SharePint 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 the Hme tab. Operatin Interface Ht Key Hme H Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 Hme Page SharePint Migratin Online Migratin Exprt Imprt New Plan Create Cntainer Preview Prfile Settings Migratin Database Strage Plicy Jb Mnitr Functinality Name and Ht Key SM O EX I N CC P CP MD SP J SharePint Online Migratin Online Migratin New Plan Preview O N P Functinality Name and Ht Key 294
Prfile Settings CP Migratin Database MD Strage Plicy SP Jb Mnitr J Save As New Plan A Save S Save S Save and Run Nw R Cancel C Run Nw R Prfile Settings Functinality Name and Ht Key Online Prfile OP Exprt Prfile EP Imprt Prfile IP Dynamic Rule DY Uplad Prfile UP Dwnlad Prfile DP Set as Default DF New N Delete DE Save S Save S Save as A Cancel C Clse X Migratin Database Functinality Name and Ht Key Cnfigure C OK O Cancel C Clse X Plan Manager Page T access the Plan Manager page by using ht keys, in the SharePint 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 Hme page. The fllwing is a list f ht keys fr the functinalities n the ribbn f the Plan Manager page. Fr example, cntinue pressing V, yu are brught t the View Details interface. 295
Functinality Name and Ht Key View Details V Surce &Destinatin SD Settings SE Edit E Test Run TR Run Nw R Clse X Edit E Create Cntainer CC Save SA Save S Save As A Save and Run Nw R Cancel C Delete D Test Run TR Run Nw R Exchange Public Flder Migratin T access Ht Key mde, in the Exchange Public Flder 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 the Hme tab. Operatin Interface Ht Key Hme H Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 User 9 Help and Abut infrmatin 0 Hme Page T access the Hme tab by using ht keys, in the Exchange Public Flder Migratin interface, use key cmbinatins f Ctrl+Alt+Z t access the Ht Key mde, and then press H n the keybard t enter the Hme tab. The fllwing is a list f ht keys fr the functinalities n the ribbn f the Hme tab. 296
Fr example, cntinue pressing O, yu are brught t the Online Migratin. Exchange Public Flder Migratin Online Migratin Prfile Settings Cnfigure Cnnectin Migratin Database Jb Mnitr Functinality Name and Ht Key H O CP CF MD J Online Migratin Online Migratin New Plan Select Surce Prfile Settings Cnfigure Cnnectin Migratin Database Jb Mnitr Save As New Plan Run Nw Functinality Name and Ht Key O N SS CP CF MD J A R Prfile Settings Functinality Name and Ht Key Filter Plicy F Create N OK O Cancel C Edit E OK O Cancel C View V Delete D Clse X Mappings M Dmain Mapping D User Mapping U Grup Mapping G Permissin Mapping P Set as Default SD Edit Sub-prfile ES Uplad UP Dwnlad DL New N Delete DE Save S Save S Save as A Discard Changes DC 297
Clse X Functinality Name and Ht Key Cnfigure Cnnectin Functinality Name and Ht Key Create N OK O Cancel C View Details V Edit E OK O Cancel C Clse X Edit E OK O Cancel C Delete D Clse X Migratin Database Functinality Name and Ht Key Cnfigure C OK O Cancel C Clse X Plan Manager Page T access the Plan Manager page by using ht keys, in the Exchange Public Flder 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. The fllwing is a list f ht keys fr the functinalities n the ribbn f 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 SD Surce&Destinatin SE Settings Edit E Save S Save and Run Nw R Save S Save As A Cancel C Clse X Edit E SD Surce&Destinatin SE Settings P Prfile Settings Save SA Save and Run Nw SR Save S Save As A 298
Functinality Name and Ht Key Cancel C Delete D Test Run TR OK O Cancel C Run Nw R OK O Cancel C Generate Excel G Ltus Ntes Migratin 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 Accunt Infrmatin 9 Help and Abut 0 Hme Page T access the Hme page by using ht keys, in the Ltus Ntes Migratin interface, use key cmbinatin f Ctrl + Alt + Z t access the Ht Key mde, and then press H n the keybard t enter the Hme page. The fllwing is a list f ht keys fr functinalities n the ribbn f the Hme page. Fr example, cntinue pressing O, yu are brught yu the Online Migratin. Online Migratin Exprt Imprt Create Prfile Functinality Name and Ht Key O EX I CP 299
Cnfigure Cnnectin Migratin Database Jb Mnitr Functinality Name and Ht Key CF MD J Migratin Database Functinality Name and Ht Key Cnfigure C OK C Cancel X Clse X Cnfigure Cnnectin Functinality Name and Ht Key Create N OK O Cancel C View Details V Edit E Clse X Edit E OK O Cancel C Delete D Clse X Create Prfile Functinality Name and Ht Key Online Mde O Exprt Mde EX Imprt Mde I Filter Plicy F Create N OK O Back B Edit E OK O Back B Delete D Clse X Mappings M User Mapping U Grup Mapping G Permissin P Create N Mapping View Details V Edit E Delete D Manage SharePint Permissin M 300
Functinality Name and Ht Key Dynamic Rule DY Create N View Details V Edit E Delete D Clse X Set as Default DF Edit Sub-prfile ES New N Delete DE Save S Save S Save As A Discard Changes DC Clse X Level Clse X Online Migratin Functinality Name and Ht Key New Plan N Select Surce SS OK O Cancel C Create Cntainer CC OK O Cancel C Save As New Plan A Save S Save SA Save and Run SR Nw Cancel C Run Nw R OK O Cancel C Change Surce SS OK O Cancel C Exprt Select Surce Exprt Lcatin Functinality Name and Ht Key SS SL Exprt Mde P Create N OK O Cancel C View V Edit E Details Clse X Edit E OK O Cancel C Delete D Clse X 301
Save As New Plan New Plan A Save S Save SA Save and Run Nw SR N Imprt Exprt Lcatin Save As New Plan New Plan Functinality Name and Ht Key SL Imprt Mde I Create N OK O Cancel C View V Edit E Details Clse X Edit E OK O Cancel C Delete D Clse X A Save S Save SA Save and SR Run Nw N Plan Manager Page T access the Plan Manager page by using ht keys, in the Ltus Ntes Migratin interface, use key cmbinatins f Ctrl + Alt + Z t access the Ht Key mde, and then press P n the keybard t enter the Plan Manager page. Fr example, cntinue pressing V, yu are brught t the View Details interface. Functinality Name and Ht Key View Details V Surce & SD Destinatin Settings SE Edit E Clse X Edit E Surce & SD Destinatin Settings SE Save SA Save SA Save As A Save SR and Run Nw Cancel X Edit E Surce & SD Create CC OK O Destinatin Cntainer Cancel C 302
Functinality Name and Ht Key Save SA Save SA Save As A Save SR and Run Nw Cancel X Settings SE Save SA Save SA Save As A Save SR and Run Nw Cancel X Delete D Test Run TR OK O Cancel C Run Nw R OK O Cancel C erm Migratr T access Ht Key mde, in the erm 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 the Hme tab. Operatin Interface erm Migratr Hme Page H erm Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 Accunt Infrmatin 9 Help and Abut 0 Ht Key 303
Hme Page T access the Hme tab by using ht keys, in the erm Migratin interface, use key cmbinatins f Ctrl+Alt+Z t access the Ht Key mde, and then press H n the keybard t enter the Hme tab. The fllwing is a list f ht keys fr the functinalities n the ribbn f the Hme tab. Fr example, cntinue pressing O, yu are brught t the Online Migratin. Functinality Name and Ht Key erm Migratin E Online Migratin O Exprt EX Imprt I New Plan N Prfile Settings CP Migratin Database MD Cnfigure C OK O Clse X Cancel C Jb Mnitr J Prfile Settings On the Hme tab, cntinue pressing CP, yu are brught t the Prfile Settings page. The fllwing is a list f ht keys fr the functinalities n the ribbn f the Prfile Settings tab. Functinality Name and Ht Key Online Mde O Exprt Mde Ex Imprt Mde I Filter Plicy F Create N Edit E View V Delete D Clse X Mappings M Dmain Mapping DO Set as Default Edit Sub-prfile Uplad Dwnlad New 304 DF ES U DL N User Mapping Grup Mapping U G
Delete DE Save S Save S Save As A Discard Changes DC Clse X Plan Manager Page T access the Plan Manager tab by using ht keys, in the erm 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 tab. The fllwing is a list f ht keys fr the functinalities n the ribbn f the Plan Manager tab. Fr example, cntinue pressing O, yu are brught t the Online Migratin. 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 Clse Edit E Surce & Destinatin SD Delete D Test Run TR OK O Cancel C Run Nw R OK O Save As Save and Run Nw A SR Cancel X X Create CC OK O Cntainer Cancel C Save SA Save SA Save As A Save SR and Run Nw Settings SE Save SA Save SA Save As A Save and Run Nw SR 305
Cancel C Livelink Migratin 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 the Livelink 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 the Hme tab. Operatin Interface Hme Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 Lgin User 9 Help & Abut 0 Ht Key H Jb Mnitr Functinality Name and Ht Key List View LV Calendar View CV Time Zne TZ View Details VD Dwnlad D Clse X Dwnlad DL OK O Cancel C Delete DE Delete D Pause P Resume RE Stp SP Start ST Date Range DR 306
Functinality Name and Ht Key Mdule M Reprt Lcatin RL OK O Back B Scheduled Jb Mnitr List View Calendar View Time Zne Enable Disable Date Range Mdule Plan Grup LV CV TZ E D R M Functinality Name and Ht Key Functinality Name and Ht Key Create N Back B Next N Finish F Cancel C View Details V Plan Viewer P Grup G Settings Edit E Cancel C Edit E Plan Viewer P Grup G Settings Add Plan(s) A Create a New Plan NP View Details V Edit E Refresh RF Add t Grup A Cancel C View Details V Edit E Remve R Refresh RF Save S Cancel C Delete D Run Nw R 307
Jb Mnitr J Functinality Name and Ht Key Hme Page Livelink Migratin Online Migratin Exprt Imprt New Plan Create Cntainer Preview Select Surce Create Prfile Cnfigure Cnnectin Migratin Database Strage Plicy Exprt Lcatin Jb Mnitr Functinality Name and Ht Key LL O EX I N CC P SS CP CF MD SP SL J Migratin Database Functinality Name and Ht Key Cnfigure C OK O Cancel C Clse X Cnfigure Cnnectin Functinality Name and Ht Key Create N OK O Cancel C View Details V Edit E Clse X Edit E OK O Cancel C Delete D Clse X 308
Livelink Online Migratin Functinality Name and Ht Key Livelink LL Online Migratin O Exprt EX Imprt I New Plan N Create Cntainer CC Preview P Select Surce SS Create Prfile CP Cnfigure Cnnectin CF Migratin Database MD Strage Plicy SP Exprt Lcatin SL Jb Mnitr J Save As New Plan A Save S Save SA Save and Run Nw SR Cancel C Run Nw R Exprt Functinality Name and Ht Key Exprt Mde EX Imprt Mde I Create N OK O Cancel C View Details V Edit E Clse X Edit E OK O Cancel C Delete D Clse X Create Prfile Functinality Name and Ht Key Online Mde O Exprt Mde EX Imprt Mde I Filter Plicy F Mappings M Dmain Mapping DO 309
Functinality Name and Ht Key User Mapping U Grup Mapping G Permissin Mapping P Dynamic Rule DY Create N OK O Cancel C View Details V Edit E Clse X Edit E OK O Cancel C Delete D Clse X Set as Default DF Edit Sub Prfile ES Uplad U Dwnlad DL New N Delete DE Save S Save S Save as A Discard Changes DC Clse X Permissin Mapping Functinality Name and Ht Key Create N OK O Cancel C View Details V Edit E Clse X Edit E OK O Cancel C Delete D Create N OK O Manage Livelink Privilege P Cancel C View V Edit E Details Clse B Edit E OK O Cancel C Delete D Clse X Create N OK O Manage SharePint Grup G Cancel C View V Edit E Details Clse X 310
Manage SharePint Permissin Level Clse L X Functinality Name and Ht Key Edit E OK O Cancel C Delete D Clse X Create N OK O Cancel C View V Edit E Details Clse X Edit E OK O Cancel C Delete D Clse X Plan Manager Page T access the Plan Manager page by using ht keys, in the Livelink 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 Hme page. The fllwing is a list f ht keys fr the functinalities n the ribbn f 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 Test Run TR Run Nw R Clse X Edit E Surce & Destinatin SD Settings SE Create Prfile P Create Cntainer CC Save SA Save SA Save As A Save and Run Nw SR Cancel X Delete D Test Run TR Run Nw R Generate Excel G 311
EMC Dcumentum Migratin T access Ht Key mde, in the EMC Dcumentum 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 the Hme tab. Operatin Interface Ht Key Hme H Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 User 9 Help and Abut infrmatin 0 Hme Page T access the Hme tab by using ht keys, in the EMC Dcumentum Migratin interface, use key cmbinatins f Ctrl+Alt+Z t access the Ht Key mde, and then press H n the keybard t enter the Hme tab. The fllwing is a list f ht keys fr the functinalities n the ribbn f the Hme tab. Fr example, cntinue pressing O, yu are brught t the Online Migratin. EMC Dcumentum Migratin Online Migratin Prfile Settings Cnfigure Cnnectin Migratin Database Jb Mnitr Functinality Name and Ht Key DM O CP CF MD J Online Migratin Online Migratin New Plan Select Surce Functinality Name and Ht Key O N SS 312
Prfile Settings Cnfigure Cnnectin Migratin Database Jb Mnitr Save As New Plan Run Nw Functinality Name and Ht Key CP CF MD J A R Prfile Settings Functinality Name and Ht Key Filter Plicy F Create N OK O Cancel B View V Edit E Cancel C Edit E OK O Cancel B Delete D Clse X Mappings M Dmain Mapping DO User Mapping U Grup Mapping G Permissin Mapping P Dynamic Rule DY Create N OK O Cancel B View V OK O Cancel B Edit E OK O Cancel B 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 Cnfigure Cnnectin Functinality Name and Ht Key 313
Functinality Name and Ht Key Create N OK O Cancel C View Details V Edit E OK O Cancel C Clse X Edit E OK O Cancel C Delete D Clse X Migratin Database Functinality Name and Ht Key Cnfigure C OK O Cancel C Clse X Plan Manager Page T access the Plan Manager page by using ht keys, in the EMC Dcumentum 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. The fllwing is a list f ht keys fr the functinalities n the ribbn f 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 Save SA Save and Run Nw SR Save SA Save As A Cancel X Test Run TR OK O Cancel C Run Nw R OK O Cancel C Clse X Edit E Surce&Destinatin SD Settings SE Prfile Settings P Save SA Save and Run Nw SR Save SA 314
Functinality Name and Ht Key Cancel X Delete D Test Run TR OK O Cancel C Run Nw R OK O Cancel C Generate Excel G Save As A Quickr Migratin T access Ht Key mde, in Quickr Migratin interface, use the key cmbinatins f Ctrl + Alt + Z n the keybard. The fllwing is a list f ht keys fr the tp level, each time yu want t g back t the tp level after accessing the interface f lwer level, press Ctrl + Alt +Z n the keybard. Fr example, cntinue pressing H, yu are brught t Quickr Migratin Hme Page. Operatin Interface Ht Key Quickr Migratin Hme Page H Quickr Migratin Plan Manager P DcAve Hme Page 1 DcAve Online Cmmunity 2 Cntrl Panel 3 Jb Mnitr 4 Plan Grup 5 Accunt Infrmatin 9 Help and Abut 0 Hme Page T access the Hme page by using ht keys, in the Quickr Migratin interface, use key cmbinatin f Ctrl + Alt + Z t access the Ht Key mde, and then press H n the keybard t enter the Hme page. The fllwing is a list f ht keys fr functinalities n the ribbn f the Hme page. Fr example, cntinue pressing O, yu are brught yu the Online Migratin. Online Migratin Create Prfile Cnfigure Cnnectin Functinality Name and Ht Key O CP CF 315
Migratin Database Jb Mnitr Functinality Name and Ht Key MD J Migratin Database Functinality Name and Ht Key Cnfigure C OK C Cancel X Clse X Cnfigure Cnnectin Functinality Name and Ht Key Create N OK O Cancel C View Details V Edit E Clse X Edit E OK O Cancel C Delete D Clse X Create Prfile Functinality Name and Ht Key Filter Plicy F Create N OK O Back B Edit E OK O Back B Delete D Clse X Mappings M User Mapping U Grup Mapping G Permissin P Create N Mapping View Details V Edit E Delete D Manage M SharePint Permissin Level Clse X Dynamic Rule DY Create N View Details V 316
Functinality Name and Ht Key Edit E Delete D Clse X Set as Default DF Edit Sub-prfile ES 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 Plan Manager Page T access the Plan Manager page by using ht keys, in the Quickr Migratin interface, use key cmbinatins f Ctrl + Alt + Z t access the Ht Key mde, and then press P n the keybard t enter the Plan Manager page. Fr example, cntinue pressing V, yu are brught t the View Details interface. Functinality Name and Ht Key View Details V Surce & SD Destinatin Settings SE Edit E Clse X Edit E Surce & Destinatin SD 317
Functinality Name and Ht Key Settings SE Save SA Save SA Save As A Save SR and Run Nw Cancel X Edit E Surce & SD Create CC OK O Destinatin Cntainer Cancel C Save SA Save SA Save As A Save SR and Run Nw Cancel X Settings SE Save SA Save SA Save As A Save SR and Run Nw Cancel X Delete D Test Run TR OK O Cancel C Run Nw R OK O Cancel C 318
Appendix A: Migratin Database Infrmatin The fllwing infrmatin cvers File System Migratr, SharePint Migratr, Livelink Migratr, erm Migratr, Exchange Public Flder Migratr, EMC Dcumentum Migratin, Ltus Ntes Migratr, and Quickr Migratr migratin databases. Refer t the fllwing tables t view the detailed jb infrmatin stred in the migratin database. In Jb Detail, yu can view the jb details f each migrated surce bject, the surce/destinatin bject ID, the URL f the surce/destinatin bject, the size f the surce bject, the wner f the surce/destinatin bject, the migratin start time, the end time, and s n. In Jb Ntificatin, yu can view the status f the migratin jb and view the cmment related t the migratin jb. In Jb Statistic, yu can view the statistical infrmatin f the migratin jb, such as, the jb ID, the plan ID, the surce/destinatin start time, the surce/destinatin end time, the surce/destinatin Agent name, the number f migrated/failed/skipped items/flders/lists, and s n. Jb Detail View the infrmatin f the jb details in the table belw. Clumn Name Descriptin Value JbId It is the ID f the jb. The prefix f the jb ID facilitates the distinctin f different migratins. FM The jb ID is fr File System migratin. MD The jb ID is fr SharePint migratin. LL The jb ID is fr Livelink migratin. PF The jb ID is fr Exchange Public Flder migratin. LM The jb ID is fr Ltus Ntes migratin. QM The jb ID is fr Quickr migratin. MC The jb ID is fr EMC Dcumentum migratin. Fr example, FM20120702184324729287, it indicates a File System migratin 319
Clumn Name Descriptin Value jb ID. SequenceId SurceObjectId SurceObjectParentID TargetObjectId TargetObjectParentID SurceFullUrl TargetFullURL SurceObjectTitle TargetObjectTitle SurceObjectType TargetObjectType 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. 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. 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- 8979-c1250a32b94d is the GUID f the target list. Fr Web applicatin level, the value displayed is 00000000-0000-0000-0000- 000000000000. 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, which is different accrding t the surce yu selected. Refer t Object Type fr mre infrmatin. The value represents the type f the target bject. 10001 Web Applicatin 10002 Site Cllectin 10003 Site 10004 Library 320
Clumn Name Descriptin Value 10005 List 10006 Flder 10007 Dcument 10008 Item 10009 Attachment SurceObjectSizeBytes TargetObjectSizeBytes SurceObjectOwner TargetObjectOwner SurceObjectVersin TargetObjectVersin Operatin It is the size f the surce bject. The unit is byte. It is the size f the target bject. The unit is byte. It is the wner f the surce bject. It is the wner f the target bject. It is the versin f the surce bject. It is the versin f the target bject. It is the peratin perfrmed fr each surce bject during migratin. Fr the item and list in Livelink migratin, the value is always 50. Fr ther migratins, the value is the real size f the surce bject. The value is the size f the target bject. In Livelink migratin, the value represents the wner f the surce bject. In ther migratins, the value represents the user wh creates the surce bject. In Livelink migratin, the value represents the wner f the surce bject. In ther migratins, the value represents the user wh creates the surce bject. The value represents the versin infrmatin f the surce bject. Fr Exchange Public Flder migratin and File System migratin, the clumn value is blank. The value represents the versin infrmatin f the target bject. Fr Exchange Public Flder migratin, the clumn value is blank. The value represents the peratin perfrmed when migrating the surce bject t the target. 0 Nne 1 Skipped 2 New Created 3 Overwritten 4 Appended 321
Clumn Name Descriptin Value 5 Filtered 6 Cllapsed 7 Merge Status StartTime EndTime FilteredOutPlicy TruncatedPlicy TruncatedOrRenamedAs CustmMetadata It is the migratin status f the surce bject. It is the time when the backup starts. It is the time when the restre cmpletes. It is the status f using filter plicy. It is the truncated plicy that is applied t the surce bject. It is the new name f the bject in the target. It is the status f using custm metadata. The value represents the status f the jb. 0 Starting 1 Successful 2 Backup Failed 3 Restre Failed 4 Filtered Out 5 Skipped 6 Exceptinal The value represents the time when the backup starts. The value represents the time when the restre cmpletes. The value represents the status f using filter plicy. 0 Nt Used 1 Used The value represents the truncated plicy that is applied t the surce bject. Nne N truncated plicy. Truncated The bject name is truncated. Renamed The bject name is renamed. MveUp The bject is mved up t the higher level. The value is the new name f the bject in the target after truncating r renaming. The value represents the status f using custm metadata. 322
Clumn Name Descriptin Value 0 Nt Used 1 Used MetadataMapping It is the statues f using C- Based Object Oriented Language (C# Language) Mapping. Message It displays the migratin message f the surce bject. This clumn is nly used by SharePint Migratr. Fr ther migratrs, the default value is false. The value represents the status f using C-Based Object Oriented Language (C# Language) Mapping. 0 Nt Used 1 Used The value is the migratin message f the surce bject. Jb Ntificatin 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. 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. FM The jb ID is fr File System migratin. DM The jb ID is fr SharePint migratin. LL The jb ID is fr Livelink migratin. PF The jb ID is fr Exchange Public Flder migratin. LM The jb ID is fr Ltus Ntes migratin. QM The jb ID is fr Quickr migratin. 323
Clumn Name Descriptin Value MC The jb ID is fr EMC Dcumentum migratin. Fr example, FM20120702184324729287, it indicates a File System 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. FM The jb ID is fr File System migratin. DM The jb ID is fr SharePint migratin. LL The jb ID is fr Livelink migratin. PF The jb ID is fr Exchange Public Flder migratin. LM The jb ID is fr 324
Clumn Name Descriptin Value Ltus Ntes Migratin. QM The jb ID is fr Quickr Migratin. MC The jb ID is fr EMC Dcumentum migratin. Fr example, FM20120702184324729287, it indicates a File System migratin jb ID. PlanId It is the ID f the plan. The value is the plan ID, fr example, PLAN20120702184321934938. PlanName It is the name f the plan. The value is the plan name. If yu run a jb withut saving it as a plan, the value is Instance Plan. PlanGrupId It is the ID f the plan grup. The value is the ID f the plan grup that yu set fr the plan. PlanGrupName It is the name f the plan grup. The value is the name f the plan grup that yu set fr the plan. SurceAgentType It is the surce Agent type. The value represents the surce Agent type. 1 File System 2 Livelink 3 Exchange Public Flder, 4 SharePint 2007 5 SharePint 2010 6 SharePint 2013 8 Ltus Ntes 9 EMC Dcumentum 10 Quickr TargetAgentType It is the target Agent type. The value represents the target Agent type. 4 SharePint 2007 5 SharePint 2010 6 SharePint 2013 SurceAgentName It is the surce Agent name. The value is the surce Agent 325
Clumn Name Descriptin Value 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 Run Type It is the type f the jb. The value represents the type f the jb. 0 Run 1 Test Run SurceStartTime It is the time when the backup starts. The value represents the time when the backup starts. SurceFinishTime It is the time when the backup cmpletes. The value represents the time when the backup cmpletes. TargetStartTime It is the time when the restre starts. The value represents the time when the restre starts. TargetFinishTime It is the time when the restre cmpletes. The value represents the time when the restre cmpletes. Descriptin It is the descriptin f the jb. The value is the descriptin f the jb. UserName It is the DcAve user wh runs the jb. The value is the username wh runs the jb. JbOptin It is the ptin f the jb. Fr SharePint migratin, the value represents the ptin f the jb. 0 Merge 1 Attach Fr ther migratins, the value is 0. JbType It is the type f the jb. The value represents the type f the jb. 0 Full Migratin 1 Incremental Migratin CntainerCnflictReslutin It is the cntainer cnflict The value represents the 326
Clumn Name Descriptin Value reslutin. reslutin f cntainer cnflict. 0 Skip CntentCnflictResltuin MigratedBytes FailedBytes SkipedBytes FilteredBytes MigratedSiteCllectinCunt 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. 1 Nt Overwrite 2 Append 3 Overwrite 4 Replace 5 Merge 6 Overwrite By Last Mdified Time 7 Append With Suffix 8 Append A New Versin The value represents the reslutin f cntent cnflict. 0 Skip 1 Nt Overwrite 2 Append 3 Overwrite 4 Replace 5 Merge 6 Overwrite By Last Mdified Time 7 Append With Suffix 8 Append A New Versin 327
Clumn Name Descriptin Value MigratedSiteCunt It is the number f the migrated sites. MigratedListCunt It is the number f the migrated lists. MigratedFlderCunt It is the number f migrated flders. MigratedItemCunt It is the number f migrated items. FailedSiteCllectinCunt It is the number f site cllectins that are failed t be migrated. FailedSiteCunt It is the number f the sites that are failed t be migrated. FailedListCunt It is the number f the lists that are failed t be migrated. FailedFlderCunt It is the number f the flders that are failed t be migrated. FailedItemCunt It is the number f the items that are failed t be migrated. SkippedSiteCllectinCunt It is the number f the skipped site cllectins. SkippedSiteCunt It is the number f the skipped sites. SkippedListCunt It is the number f the skipped lists. SkippedFlderCunt It is the number f the skipped flders. SkippedItemCunt It is the number f the skipped items. FilteredOutSiteCllectinCunt It is the number f site cllectins that are filtered ut. FilteredOutSiteCunt It is the number f sites that are filtered ut. FilteredOutListCunt It is the number f lists that are filtered ut. FilteredOutFlderCunt It is the number f flders that are filtered ut. FilteredOutItemCunt It is the number f items that are filtered ut. Object Type 328
Livelink View the infrmatin f the bject type f Livelink in the table belw. Object Type Value FlderSubType 0 ShrtCutSubType 1 GeneratinSubType 2 TpicSubType 130 CategrySubType 131 ReplySubType 134 CmpundDcumentSubType 136 CmpundReleaseSubType 138 CmpundRevisinSubType 139 URLSubType 140 WrkspaceSubType 141 MyWrkspaceSubType 142 DcumentSubType 144 DmainWrkspaceSubType 180 PrjectSubType 202 TaskListSubType 204 TaskGrupSubType 205 TaskSubType 206 ChannelSubType 207 NewsSubType 208 TaskMilestneSubType 212 DiscussinSubType 215 PllSubType 218 XMLDTDSubType 335 AppearanceSubType 480 AppearanceWrkspaceFlderSubType 483 PrjectTemplateSubType 543 CADDcument 736 EMailFlderSubType 751 EMailCntainerSubType 557 WrkflwMapSubType 128 CustmViewSubType 146 WrkflwStatusSubType 190 CllectinSubType 298 LiveReprtSubType 299 PrspectrSubType 384 EmailFile 749 Prspectr_Snapsht 387 329
Exchange Public Flder View the infrmatin f the bject type f Exchange Public Flder in the table belw. Object Type Value Flder 106 Item 108 Attachment 109 Ltus Ntes Object Type Value Ltus Ntes Database 901 Ltus Ntes Dcument 902 Ltus Ntes Attachment 903 Quickr Object Type Value Quickr Place 999 Quickr Rm 998 Quickr Page 997 Quickr Attachment 996 Quickr Flder 995 EMC Dcumentum View the infrmatin f the bject type f EMC Dcumentum in the table belw. Object Type Value Cabinet 801 Flder 802 Dcument 803 Virtual Dcument 804 Snapsht 805 Virtual Dcument Versin 806 330
Appendix B: Custmizatin Supprt Tables Ltus Ntes Migratr Custmizatin Supprt Table The fllwing table shws what kinds f surce nde are supprted t be migrated t the crrespnding destinatin ndes means the migratin is supprted. What t Migrate Migrate T Site Cllecti n Site List Flde r Nte What t select when migrating Database Database t Site Cllectin 331
What t Migrate Migrate T Site Cllecti n Site List Flde r Nte What t select when migrating Database t site 332
What t Migrate Migrate T Site Cllecti n Site List Flde r Nte What t select when migrating Database t List 333
What t Migrate Migrate T Site Cllecti n Site List Flde r Nte What t select when migrating Database t Flder 334
What t Migrate Migrate T Site Cllecti n Site List Flde r Nte What t select when migrating View View t Site Cllectin 335
What t Migrate Migrate T Site Cllecti n Site List Flde r Nte What t select when migrating View t Site 336
What t Migrate Migrate T Site Cllecti n Site List Flde r Nte What t select when migrating View t List 337
What t Migrate Migrate T Site Cllecti n Site List Flde r Nte What t select when migrating View t Flder 338
What t Migrate Migrate T Site Cllecti n Site List Flde r Nte What t select when migrating Ntes Dcument Dcument t List 339
What t Migrate Migrate T Site Cllecti n Site List Flde r Nte What t select when migrating Dcument t Flder 340
Quickr Migratr Custmizatin Supprt Table The fllwing table shws what kinds f surce nde are supprted t be migrated t the crrespnding destinatin ndes means the migratin is supprted. Migrate T Web Applicatin Site Cllectin Site List Flder Nte What t select when migrating What t Migrate Place Place Web Applicatin The surce place is migrated t a site cllectin f the selected Web applicatin. Place Site Cllectin The surce place is migrated t a site f the selected site cllectin. Place Site The surce place is migrated t a child site f the selected site. Place Web Applicatin 341
Migrate T What t Migrate Web Applicatin Site Cllectin Site List Flder Nte What t select when migrating Place Site Cllectin Place Site 342
Migrate T Web Site Site List Flder Nte What t select when migrating Applicatin Cllectin What t Migrate Rm Rm Web Applicatin Rm Web Applicatin The surce rm s place is migrated t a site cllectin f the selected Web applicatin. The surce rm is migrated t a site f the site cllectin named by the surce place. Rm Site Cllectin The surce rm s place is migrated t a site f the selected site cllectin. The surce rm is migrated t a child site named by the surce place. Rm Site The surce rm s place is migrated t a child site f the selected site. The surce place is migrated t a child site f the child site named by the surce place. Rm Site Cllectin 343
Migrate T What t Migrate Web Applicatin Site Cllectin Site List Flder Nte What t select when migrating Rm Site 344
erm Migratr Custmizatin 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 at this level and a blank area means the migratin is Nt Supprted at this level. Destinatin level Web Applicatin Site Cllectin Site List Nte What t select in the surce What t migrate Cmmunity Facility erm 345
Destinatin level Web Applicatin Site Cllectin Site List Nte What t select in the surce What t migrate List/Flder 346
Exchange Public Flder Migratr Custmizatin Supprt Table The fllwing table shws what kinds f surce nde are supprted t be migrated t the crrespnding destinatin ndes. means the migratin is Supprted at this level and a blank area means the migratin is Nt Supprted at this level. What t Migrate Public Flders Destinatin Level Site Level List/Library Level Nte What t Select in the Surce When Migrating Flder 347
Item 348
EMC Dcumentum Migratr Custmizatin 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 at this level and a blank area means the migratin is Nt Supprted at this level. Destinatin level Web Applicatin Site Cllectin Site Library Flder What t select in the surce What t migrate Cabinet Flder Dcument 349
Destinatin level Web Applicatin Site Cllectin Site Library Flder What t select in the surce What t migrate Virtual dcument Linked flder/dcument *Nte: In the data tree, a linked flder/dcument appears in everywhere that it links. Yu can find a linked flder/dcument in the tree frm the nde that it links. 350
Appendix C: Advanced Settings in Cnfiguratin Files File System Migratr Cnfiguratin Files Yu are allwed t custmize the file system migratin settings by cnfiguring the attribute f the crrespnding nde in the FileMigratinCnfiguratin.xml file. Navigate t t \Agent\data\Migratr\FileMigratr\ n the machine where the DcAve agent is installed and lcates FileMigratinCnfiguratin.xml file. FileMigratinCnfiguratin.xml Open the FileMigratinCnfiguratin.xml file with Ntepad. Refer t the infrmatin belw t cnfigure the attribute in the FileMigratinCnfiguratin.xml file. GeneratePerfrmanceLg This nde allws yu t chse whether t cllect the perfrmance lg, which recrds the perfrmance abut migrated items when perfrming a file system migratin jb. Enable/Disable this feature accrding t the AvePint representative s suggestin. Set the value f the Flag attribute as explained belw: true true means that the perfrmance lg will be cllected when perfrming a file system migratin jb. false false means that the perfrmance lg will nt be cllected when perfrming a file system migratin jb. By default, the value f the Flag attribute is set t False. Yu can g t the DcAve Agent installatin path \AvePint\DcAve6\Agent\jbs t find the file system migratin jb flder, fr example, FM20121229190052401100_Restre. The perfrmance lg, fr example, FMRestrePerfrmance.xml, is generated in this jb flder. Save the mdificatins and clse the XML file. erm Migratr Cnfiguratin Files Yu are allwed t custmize sme default erm migratin settings by cnfiguring the attribute f the crrespnding nde in the ermmigratincnfiguratin.xml file. Navigate t \Agent\data\Migratr\eRmMigratr\ n the machine where the DcAve agent is installed and lcates ermmigratincnfiguratin.xml. 351
ermmigratincnfiguratin.xml Open the ermmigratincnfiguratin.xml file with Ntepad. Refer t the infrmatin belw t cnfigure the attribute in each nde in the ermmigratincnfiguratin.xml file. MigrateAnnuncementTList This nde allws yu t chse whether t migrate the erm annuncements t SharePint. true true means the erm annuncements will be migrated when an erm migratin jb is run. If there is n annuncement list in the specified destinatin site, an annuncement list named Annuncements will be autmatically created fr migrating the erm Annuncement. By default, the attribute f Flag is set t true. false false means the erm annuncements will nt be migrated when an erm migratin jb is run. ListCmmentAsDescriptin The erm list s cmment is nt supprted t migrate t enhanced rich text. If yu chse t migrate erm Cmment t enhanced rich text in the Migratin Optins, yu are allwed t specify hw the erm list s cmment is migrated by cnfiguring this nde. true true means that the erm list s cmment will be migrated t the descriptin f the list when an erm migratin jb is run. By default, the value f the attribute Flag is set t true. false false means the list s cmment will nt be migrated if yu chse t migrate erm cmment t enhanced rich text when an erm migratin jb is run. RestreVersinTFile This nde allws yu t migrate the file f each versin t a crrespnding individual file. true true means that the erm file versin will be migrated t individual files when an erm migratin jb is run. After migratin, a crrespnding file versin in bracket is added t the migrated file s name. Fr example, there is a txt dcument that has tw versins and the names f this txt dcument f these tw versins are respectively Test1and Test2, after migratin, this Test.txt file is migrated t tw files, which are Test1(1).txt and Test2(2).txt. false false means that the erm file versin will nt be migrated t individual files when an erm migratin jb is run. By default, the value f the attribute Flag is set t false. ShwTemplateRm This nde allws yu t specify whether the built-in rms that are autmatically created while creating a facility will be displayed in the surce tree. true true means that the built-in rms f a facility will be laded while brwsing the surce tree and then yu can select the desired rm t migrate. 352
false false means that the built-in rms f a facility will nt be laded while brwsing the surce tree. By default the attribute Flag is set t False. ClseCnnectin This nde allws t chse whether t clse the cnnectin with erm when an erm migratin jb is cmpleted. true true means that the cnnectin with erm will be clsed nce an erm migratin jb is cmpleted. By default, the value f the attribute Flag is set t true. false false means that the cnnectin with erm will nt be clsed when an erm migratin jb is cmpleted. PerfrmanceLg This nde allws yu t chse whether t cllect the perfrmance lg. Enable/Disable this feature accrding t the AvePint representative s suggestin. The perfrmance lg recrds the perfrmance abut migrated items when perfrming an erm migratin jb. Set the value f the Disable attribute as explained belw: true true means that the perfrmance lg will nt be cllected when perfrming an erm migratin jb. false false means that the perfrmance lg will be cllected when perfrming an erm migratin jb. By default, the value f the attribute Disable is set t false. Yu can g t the DcAve Agent installatin path \AvePint\DcAve6\Agent\jbs t find the erm migratin jb flder. Exchange Public Flder Migratin Cnfiguratin File By using the Exchange public flder migratin cnfiguratin file, yu can cnfigure the fllwing settings: The maximum number f items that is t be requested frm the surce each time. Fr the surce mail items, specify the file type after migratin. Specify the sequence f migrating the surce items. Specify whether t check the user s lgn name when migrating the surce user. Specify whether t generate the perfrmance lg. Fllw the steps belw t cnfigure the file: 1. 2. 3. G t the machine where the surce DcAve Agent (using fr the Exchange public flder cnnectin) is installed. Open the \AvePint\DcAve6\Agent\data\Migratr\PublicFlderMigratr directry and find the PublicFlderMigratinCnfiguratin.xml file. Open the.xml file and cnfigure the fllwing settings: 353
<PagingSize value="500"/> When perfrming the migratin jb, this nde is used t specify the maximum number f items that is t be requested frm the surce each time. Mdify the value f the value attribute accrding t the migratin perfrmance. If the migratin jb is hung due t the number yu set is t large, try t cnfigure the maximum number. The default value is 500. <CnvertTMsg value="true"/> This nde is used t specify the file type after migratin fr the surce mail items. Mdify the value f the value attribute accrding t yur requirements. true represents t migrate the surce mail item t be.msg file, and false represents t migrate the surce mail item t be.eml file. <ReverseItemsByTime value="false"/> This nde is used t specify the sequence f migrating the surce items. Mdify the value f the value attribute accrding t yur requirements. true represents t migrate the surce items accrding t the surce sequence, and false represents t migrate the surce items accrding t the reverse surce sequence. <CheckUserName value="true" adaddress="" /> When restring the surce user, this nde is used t specify whether t check the lgn name f the user in the surce dmain. Mdify the value f the value attribute accrding t yur requirements. true represents t check the lgn name f the user. If yu select true, yu must specify the IP address where the surce Activity Directry is. There are tw ptins t specify the IP address. a. Enter the IP address as the value f the adaddress attribute. b. G t the machine with the DcAve Agent (that ne yu cnfigured in Exchange Public Flder cnnectin) installed. Use Ntepad t pen the hsts file lcated in the C:\Windws\System32\drivers\etc directry. In this file, map the IP address t the name f the hst where the surce Activity Directry is. false represents t nt check the lgn name f the user. The adaddress attribute is invalid als. <PerfrmanceLgDisable value="false"/> This nde allws yu t chse whether t cllect the perfrmance lg, which recrds the perfrmance abut migrated items when perfrming an Exchange public flder migratin jb. Enable/Disable this feature accrding t the AvePint representative s suggestin. Set the value f the value attribute as explained belw: true true means that the perfrmance lg will nt be cllected when perfrming an Exchange public flder migratin jb. false false means that the perfrmance lg will be cllected when perfrming an Exchange public flder migratin jb. By default, the value f the value attribute is set t false. Yu can g t the DcAve Agent installatin path \AvePint\DcAve6\Agent\jbs t find the Exchange public flder migratin jb flder, fr example, PF20121227162813538557_Backup. The perfrmance 354
lg, fr example, EPFBackupWrkerPerfrmanceLg_PF20121227162813538557.xml, is generated in this jb flder. 4. Save the mdificatins and clse the.xml file. EMC Dcumentum Migratr Cnfiguratin Files Cnfigure the EMC Dcumentum migratin cnfiguratin file t manage EMD Dcumentum migratin functins: Whether t display and migrate the hidden files. Whether t generate the perfrmance lg. Open the \Agent\data\Migratr\DcumentumMigratr directry n the machine with DcAve Agent installed and lcates the DcumentumMigratinCnfiguratin.xml file. DcumentumMigratinCnfiguratin.xml Open the DcumentumMigratinCnfiguratin.xml file with Ntepad and cnfigure the fllwing settings in each nde: <PerfrmanceLg Flag="true" /> Chse whether t cllect the perfrmance lg. Perfrmance lg recrds the perfrmance abut migrated items. Enable/Disable this feature accrding t the AvePint representative s suggestin. Set the value f the Flag attribute as explained belw: true means t nt generate the perfrmance lg when perfrming an migratin jb. false means t generate the perfrmance lg. By default, the value f the attribute Flag is set t true. Yu can g t the DcAve Agent installatin path \AvePint\DcAve6\Agent\jbs t find the EMC Dcumentum migratin jb flder, fr example, MC20130416184817462177_Backup. The perfrmance lg, fr example, EMCBackupPerfrmance.xml, is generated in this jb flder. <RestreHidden Flag="false"/> Chse whether t display and migrate hidden bjects: false means t nt display hidden bjects n the tree. When perfrming a migratin jb, DcAve will nt migrate hidden bjects. true means t display hidden bjects n the tree. When selecting surce ndes n the tree, yu can determine whether t migrate hidden bjects. SharePint Migratr Cnfiguratin Files 355
In SharePint Migratr, there are tw ways t custmize the default settings in the surce and destinatin respectively. Surce Cnfiguratin File Yu are allwed t custmize the default perfrmance lg setting f SharePint Migratin in the surce by cnfiguring the attribute f the crrespnding nde in the SP2010GranularBackupRestre.cfg file. Refer t the fllwing steps t cnfigure the file: 1. G t the machine where the surce DcAve Agent is installed. 2. Navigate t...\avepint\dcave6\agent\data\sp2010\item and find the SP2010GranularBackupRestre.cfg file. 3. Open the file with Ntepad. 4. Find the <cnfig backupusecrc="false" enablebackupperfrmancelg="false" enablerestreperfrmancelg="false" filesendercachecunt="100"> nde. 5. Change enablebackupperfrmancelg="false" t enablebackupperfrmancelg="true". 6. Save the mdificatin and clse the file. Navigate t \AvePint\DcAve6\Agent\jbs, and yu can find the perfrmance lg in the SPMigratinExprtPerfrmance.xml file in the crrespnding jb ID flder. Destinatin Cnfiguratin File Yu are allwed t custmize the default perfrmance lg setting f SharePint Migratin in the destinatin. Refer t the fllwing steps: 1. 2. 3. 4. 5. 6. 7. 8. 9. Lg in t DcAve. Launch SharePint Migratin mdule. Click Create Prfile n the ribbn. In the Create Prfile tab, click Dwnlad Prfile n the ribbn t dwnlad the Default Prfile. Open the Default Prfile.xml file with Ntepad. Find the <ExtendNde i:nil="true" /> nde. Replace the nde with the <ExtendNde i:nil="true"><newflags enableperfrmancelg="true" ></NewFlags></ExtendNde> nde. Save the mdificatin and clse the file. Return t the Create Prfile tab, click Uplad Prfile n the ribbn t uplad the new prfile. 10. Click Save As, enter a new prfile name. Click OK. The jbs that select this new prfile will generate the perfrmance lgs f the destinatin ndes. Navigate t \AvePint\DcAve6\Agent\jbs, and yu can find the perfrmance lg in the SPMigratinImprtPerfrmance.xml file in the crrespnding jb ID flder. 356
Livelink Migratr Cnfiguratin File DcAve Livelink Migratr has a cnfiguratin file named LivelinkMigratinCnfiguratin.xml allwing yu t custmize sme Livelink settings by mdifying the elements in the cnfiguratin file. This file resides in \AvePint\DcAve6\Agent\data\Migratr\LivelinkMigratr by default. Refer t the table belw fr the functins f each element in LivelinkMigratinCnfiguratin.xml. Nde <SleepTime Value="0" /> <EstimateSizePrgress Flag="false" EstimateValue="5G" /> <MigratePllResultsTList Flag="true" ListName="Pll Results" /> <GetCategryInfFrmDatabase Flag="false" /> Functin Descriptin This nde is used t specify the respnse time fr the Livelink Server, then the jb prgress will stp wrking in an apprpriate time t avid the Livelink Server being dwn. The default value is 0. This nde is used t specify whether r nt t calculate the size f the items that will be migrated befre starting the migratin jb. False Calculate the size f the items that will be migrated befre starting the migratin jb. false is the default value. True The size f the items that will be migrated will nt be calculated befre running the migratin jb. If this is set t true, yu need t specify a value fr EstimateValue. This is used when yu knw the apprximate size f the items that will be migrated, and then yu can directly specify an estimated size. This can save the time f calculating the item size. This nde is used t specify whether r nt t create the annuncement list in SharePint fr the Pll results. False The annuncement list fr the Pll results will nt be created in SharePint after the migratin jb. True The annuncement list will be created fr the Pll results after the migratin jb. If this is set t true, yu can change the ListName value t custmize the annuncement list name. true is the default value. This nde is used t specify whether t get the categry infrmatin frm Livelink Database. False Get the infrmatin using API. false is the default value. True Get the infrmatin frm Livelink Database. Nt that if this is set t true, yu must cnfigure the Livelink Database 357
Nde <MigrateDcumentVersinCategries Flag="false" /> <BackupUsersGrupsWithutPermissin Flag="false" /> <LivelinkIDClumn AddTDefaultView="false" AddTAllCntentTypes="false" /> <CategryAttributeFilters Flag="false" OnlyMigrateCategriesInFilterCnditins="false" > <CategryAttributeFilter Name="CategryName1" Cntains="true" > <Attribute Name="AttributeName" /> </CategryAttributeFilter> <CategryAttributeFilter Name="CategryName2" 358 Functin Descriptin Cnnectin in DcAve. This nde is used t specify whether r nt t migrate the categry infrmatin f the Livelink dcument histry versin. False Only the current dcument versin s categry infrmatin will be migrated t SharePint. false is the default value. True The categry infrmatin f the dcument s current and histry versins will be migrated t SharePint. This nde is used t specify whether r nt t migrate all Livelink users and grups t SharePint after the migratin jb. False The users and grups that are in the selected Livelink nde will be migrated t SharePint. false is the default value. True All the Livelink users r grups will nt be migrated t SharePint. This nde is used t specify whether r nt t add the Livelink ID clumn in the default view, and als used t specify whether r nt t add the Livelink ID clumn in all the cntent types. Value fr AddTDefaultView: The default value is false. False The Livelink ID clumn will nt be added in the default view. True The Livelink ID clumn will be added in the default view. Value fr AddTAllCntentTypes: The default value is false. False The Livelink ID clumn will nt added t all the SharePint cntent types that are used by lists. True The Livelink ID clumn will be added t all the SharePint cntent types that are used by lists. This nde is used t specify whether r nt t filter the categry attributes that will nt be migrated t SharePint after the migratin jb. False All f the Livelink categry attributes will be migrated t SharePint after the migratin jb. false is the default value.
Nde Cntains="false" > <Attribute Name="AttributeName" /> </CategryAttributeFilter> </CategryAttributeFilters> <ClumnFilter Flag="false" Cntains="false">> <Clumn Name="Audit" /> <Clumn Name="References" /> Functin Descriptin True Yu can specify the attributes that will nt be migrated t SharePint. If this is set t true, then change the CategryAttributeFilter Name value t specify a categry name, and change the Attribute Name value t specify the attribute name. Value fr OnlyMigrateCategriesInFilterCnditins: The default value is false. False Only filter the specified categries. True Filter the specified categries, and migrate the specified attributes t SharePint. Value fr Cntains: The default value is true. False The specified attribute will be migrated t SharePint. True The specified attribute will be filtered ut and will nt be migrated t SharePint. This nde is used t specify whether r nt t filter the clumns that will nt be migrated t SharePint after the migratin jb. False All f the Livelink clumns will be migrated t SharePint after the migratin jb. false is the default value. True Yu can specify the clumns that will nt be migrated t SharePint. If this is set t true, then change the Clumn Name value t specify the clumn name. Nte that nly the cmmn clumns and the additinal attributes can be filtered ut. The cmmn clumns include the fllwings: Descriptin Audit References Nickname Best Bets Value Best Bets Expiry Owned By Value fr Cntains: The default value is true. False The specified clumn will be migrated t SharePint. True The specified clumn will be filtered 359
Nde Functin Descriptin ut and will nt be migrated t SharePint. <IgnredParentCmpundDcumentName Flag="true" /> <DisablePerfrmanceLg Flag="false" /> This nde is used t specify whether r nt t ignre the parent cmpund dcument name that will nt be added t the names f the files that are inside this cmpund dcument after the migratin jb. False The name f the Livelink cmpund dcument will nt be added t the names f the files that are inside this cmpund dcument after the migratin jb. True The name f the Livelink cmpund dcument will be added t the names f the files that are inside this cmpund dcument after the migratin jb. true is the default value. This nde is used t specify whether r nt t generate the jb perfrmance lg after the migratin jb. False The jb perfrmance lg will be generated in bth the Livelink server and the SharePint farm after the migratin jb. The directry f the LLBackupPerfrmanceData.xml lg in the Livelink server is...\dcave6\agent\jbs\jbid_backup. The directry f the LLRestrePerfrmanceData.xml lg in the SharePint farm is...\dcave6\agent\jbs\jbid_restre. false is the default value. True The jb perfrmance lg will nt be generated after the migratin jb. < CpyParentRleAssignments Flag="false" /> This nde is used t specify whether r nt t cpy parent permissins after the migratin jb. False The SharePint site, list r item will be remved all the permissins inherited frm the parent, they nly have the surce permissins after the migratin jb. false is the default value. True The SharePint site, list r item will reserve the parent s permissins, they will 360
Nde Functin Descriptin have the parent s permissins and the surce permissins after the migratin jb. 361
Ltus Ntes Migratr Cnfiguratin File Yu are allwed t manage Ltus Ntes Migratin functins by cnfiguring the attribute f the crrespnding nde in the SP2010LtusNtesMigratinWrker.xml cnfiguratin file. Navigate t t \AvePint\DcAve6\Agent\data\SP2010\LtusNtesMigratin n the machine where the surce DcAve Agent is installed and find the SP2010LtusNtesMigratinWrker.xml file. SP2010LtusNtesMigratinWrker.xml Open the SP2010LtusNtesMigratinWrker.xml file with Ntepad. Refer t the infrmatin belw t cnfigure the attribute in the SP2010LtusNtesMigratinWrker.xml file. NtesDcumentTitle This nde allws yu t define the filed name that will be set as the display name f the Ltus Ntes dcuments when lading the surce cntent in the surce tree. By default, the attribute is Subject and the Ltus Ntes dcuments are displayed by the field Subject. Yu can add multiple fields in the attribute. Separate them with semicln. UsingSessinAddressBk This nde allws yu t chse the methd t retrieve the Dmin Server. True True means Ltus Ntes Migratr retrieves the Dmin Server frm Address Bk. False False means Ltus Ntes Migratr retrieves the Dmin Server frm the attributes f DminServer and DirectryDatabasePath. If n attribute is defined fr DnimServer r DirectryDatabasePath, Ltus Ntes Migratr retrieves the Dmin Server frm names.nsf database f the lcal Dmin Server. DminServer The Dmin Server name. DirectryDatabasePath The relative path f the Dmin Server s name.nsf database. If the name.nsf database resides in \ntes\data, enter names.nsf. If the name.nsf database resides in \ntes\data\test, enter test\name.nsf. ServerItem Enter the name f the Dmin Server that will be laded when selecting the surce, r the IP address f the server where the Dmin Server resides. PerfrmanceLgDisable This nde allws yu t chse whether t cllect the perfrmance lg. False False means the perfrmance lg will be cllected when perfrming Ltus Ntes migratin jbs. The perfrmance lg file will be generated in the flder that is named by Jb ID and the flder is within AvePint\DcAve6\Agent\jbs. True True means the perfrmance lg will nt be cllected when perfrming Ltus Ntes migratin jbs. 362
NtesFrmClumn This nde allws yu t define the name f the field frm which the frm name is retrieved. KeepDXLFiles This nde allws yu t chse whether the migrated dcuments will be saved as XML files in AvePint\DcAve6\Agent\data\Migratr\LtusNtesDxlCllectin. TimeLimitedFrExprtDcument This nde allws yu t define the maximum limited time fr exprting the surce attachment. The unit is minute and the default value is 4. If the surce attachment is nt exprted within the limited time, Ltus Ntes Migratr des nt exprt the attachment anymre and cntinues t migrate the ther cntent. OnlyKeepRichText This nde allws yu t chse whether the DOCX r DOC file which is generated frm the Ltus Nte dcument nly cntains the Rich Text cntent. False False means the generated DOCX r DOC file cntains all f the fields and the crrespnding field values f the Ltus Ntes dcument. True True means the generated DOCX r DOC file nly cntains the Rich Text cntent. RichTextClumnName (This nde takes effect when the attribute f OnlyKeepRichText is True) This nde allws yu t define the field name f the field with the type f Rich Text. By default, the field name is Bdy. EncdingKey This nde allws yu t define the methd t encde Micrsft Wrd cntent. If there is randm cde in the generated DOCX file r DOC file, select an encde methd in EncdingsMapping and set it as the attribute f EncdingKey. SleepDuratin This nde allws yu t define the time t delay when generating the DOCX r DOC file. The delayed time is t avid the f Micrsft Wrd icn ut f shape. The unit is millisecnd and the default attribute is 200. If the Micrsft Wrd icn is ut f shape, mdify the attribute and make it larger than 200. ViewCanRestre This nde allws yu t chse whether t migrate the surce view. False False means the surce view will nt be migrated t the destinatin in the migratin jb. True True means the surce view will be migrated t the destinatin in the migratin jb. *Nte: Only the built-in view is supprted t migrate. UpdateCntentType This nde allws yu t chse whether t allw SharePint existing cntent types t be updated if an existing cntent type is specified in Cntent Type Mapping. False False means the existing SharePint cntent type will nt be updated. True True means the existing SharePint cntent type will be updated and the Ltus Ntes frm will be mapped t the cntent type. TrueString This nde allws yu t define the surce field that will be mapped t the Bl clumn. By default, the attribute cntains 1, yes, and true. When the surce field 363
value cntains ne f the attribute, the surce field will be mapped t the Bl clumn. Yu can add multiple field values in the attribute. Separate them with semicln. EncdingsMapping This nde allws yu t define the encde methd fr EncdingKey, which decides hw t encde the cntent in Micrsft Wrd. utf-8 It is used fr English. gb2312 It is used fr Chinese. Shift-JIS It is used fr Japanese. 364
Quickr Migratr Cnfiguratin File Yu are allwed t manage Quickr Migratin functins by cnfiguring the attribute f the crrespnding nde in the SP2010QuickrMigratinWrker.xml cnfiguratin file. Navigate t t \AvePint\DcAve6\Agent\data\SP2010\QuickrMigratin n the machine where the surce DcAve Agent is installed and find the SP2010QuickrMigratinWrker.xml file. SP2010QuickrMigratinWrker.xml Open the SP2010QuickrMigratinWrker.xml file with Ntepad. Refer t the infrmatin belw t cnfigure the attribute in the SP2010QuickrMigratinWrker.xml file. UsingSessinAddressBk This nde allws yu t chse the methd t retrieve the Dmin Server. True True means Quickr Migratr retrieves the Dmin Server frm Address Bk. False False means Quickr Migratr retrieves the Dmin Server frm the attributes f DminServer and DirectryDatabasePath. If n attribute is defined fr DminServer r DirectryDatabasePath, Quickr Migratr retrieves the Dmin Server frm names.nsf database f the lcal Dmin Server. DminServer The Dmin Server name. DirectryDatabasePath The relative path f the Dmin Server s name.nsf database. If the name.nsf database resides in \ntes\data, enter names.nsf. If the name.nsf database resides in \ntes\data\test, enter test\name.nsf. ServerItem Enter the name f the Dmin Server that will be laded when selecting the surce, r the IP address f the server where the Dmin Server resides. QuickrFrmClumn This nde allws yu t define the name f the field frm which the frm name is retrieved. ShwRespnseT This nde allws yu t chse whether t migrate the Respnse T field. False False means the Respnse T field will nt be migrated t the destinatin in the migratin jb True True means the Respnse T field will be migrated t the destinatin in the migratin jb. IsCheckVersin This nde allws yu t chse whether t check the versin f Quickr when cnfiguring a Quickr cnnectin. False False means the versin f Quickr will nt be checked when cnfiguring a Quickr cnnectin. True True means the versin f Quickr will be checked when cnfiguring a Quickr cnnectin. 365
PerfrmanceLgDisable This nde allws yu t chse whether t cllect the perfrmance lg. False False means the perfrmance lg will be cllected when perfrming Quickr migratin jbs. The perfrmance lg file will be generated in the flder that is named by Jb ID and the flder is within AvePint\DcAve6\Agent\jbs. True True means the perfrmance lg will nt be cllected when perfrming Quickr migratin jbs. UpdateCntentType This nde allws yu t chse whether t allw SharePint existing cntent types t be updated if an existing cntent type is specified in Cntent Type Mapping. False False means the existing SharePint cntent type will nt be updated. True True means the existing SharePint cntent type will be updated and the Quickr frm will be mapped t the cntent type. 366
Appendix D: Cnflict Reslutin In this appendix, the detailed infrmatin f each reslutin is described. View the tables belw fr yur reference. Cntainer Level Cnflict Reslutin Reslutin Object Cnflict N Cnflict Skip Cnfiguratin Ignre the cnflicting cnfiguratin and d nthing n the destinatin. Security Ignre the cnflicting security and d nthing n the destinatin. Merge Cnfiguratin Merge the settings in the destinatin nde with settings frm the surce nde. Security Cntent Level Cnflict Reslutin Permissins Surce permissins that d nt already exist in the destinatin nde will be added t the destinatin nde. Permissin Levels the permissin levels that d nt already exist in the destinatin nde will be added t the destinatin nde. The permissin levels that already exist in the destinatin nde will nt be replaced. A new SharePint bject will be created. A new SharePint bject will be created. A new SharePint bject will be created. A new SharePint bject will be created. Reslutin Object Cnflict N Cnflict Overwrite Cntent Delete the cnflicting cntent n destinatin A new SharePint bject will be created. first and verwrite it with the surce cntent. Skip Cntent Ignre the cnflicting A new SharePint 367
Reslutin Object Cnflict N Cnflict cntent and d nthing bject will be created. n destinatin. Append Cntent The cnflicting cntent will nt be deleted; and the cnflicting data will be transferred t the destinatin by adding a suffix (_1, _2,, increasing in numerical value). A new SharePint bject will be created. 368
Index AD Grup Mapping, 120 Add a Cabinet/Flder Mapping, 263 Add a clumn, 65 Add a clumn mapping, 120 Add a Clumn Mapping, 172, 209, 274 Add a clumn t keep the surce path, 56, 170, 206 Add a Cntent Type, 239 Add a Cntent Type Mapping, 241 Add a Custm Metadata, 58 Add a Dcumentum Mapping, 263 Add a Filter Level Grup, 109, 162, 194, 229, 256 Add a List Mapping, 118, 171 Add a List Name Mapping, 208, 273 Add a new clumn t the metadata file, 65 Add a Prperty Mapping, 240 Add a Repsitry Mapping, 262 Add a Wrkspace Level Mapping, 198 Add an Attribute Mapping, 208, 217 Add an erm Rle, 174 Add an Illegal Character, 60, 175, 211, 244, 276 Add an Object Type, 217 Add and Define Macr, 242 Add clumn t keep surce path, 73, 87 Add Schedule, 63, 79, 80, 92, 96, 179, 183, 185, 213, 220, 223, 247, 280 Add t Default View, 274 Advanced, 170 Advanced Optins, 72, 86, 115, 149, 154, 167, 175, 182, 205, 210, 218, 270 Agent, 190, 191 Allw multiple term values, 209 Allw multiple values, 172 Allw multiple values separated by ; int clumns, 172, 209 Als use Specified Database t stre the jb data, 178, 179, 186, 246, 247, 279, 280 And, 194 Append, 214 As discussin tpic, 168 As enhanced rich text, 169 Assciated Plan Grup, 157, 213, 220, 223 Assciated plan grup(s), 213, 220, 223 Attach, 77, 94 Attachment, 109 Attachment Migratin Optins, 150 Attribute Mapping, 208, 217 Attribute Optin, 207 Break permissin inheritance, 272 Brwse, 55, 204, 210, 221 369
Cabinet/Flder Level, 264 Calendar View, 81, 92, 97, 249, 282 Cancel, 38, 40, 51, 52, 53, 55, 64, 67, 79, 81, 82, 91, 92, 93, 95, 97, 191, 192, 194, 195, 197, 200, 201, 202, 203, 204, 210, 213, 214, 215, 220 Cancel the running wrkflws after migratin jbs, 71, 84 Categries Optin, 207, 217 Categry Mapping, 207 Categry Optin, 116, 208, 217 Change existing SharePint sites t use the new user experience, 73, 86 Change Surce, 123, 155, 245, 276 Character Length Settings, 121, 154, 205, 218 Check lwer bjects, 214, 223 Check lwer bjects fr cnflict, 180 Check lwer bjects fr cnflicts, 246, 281 Clear Filter, 227, 253 Click Add an Object Type, 205 Cllapse all the flder structure, 56, 65, 170 Cllapse flder structure, 73, 87, 206 Clumn Mapping, 120 Cmpund Dcuments Optin, 207 Cnfigure Cnnectin, 37, 106, 140, 190, 226, 252 Cnfigure the metadata file myself, 63 Cnfigure the schedule myself, 63, 79, 91, 96, 179, 183, 185, 213, 220, 222 Cnflict Reslutin, 124, 156, 158, 214, 215, 222, 223 Cntainer Level, 222, 223 Cntains, 162, 194 Cntent, 116, 149, 167, 270 Cntent Level, 222, 223 Cntent Type Mapping, 119, 152, 208, 217 Cntent type name, 206 Cntent Type(Link t dcument), 169 Cntrl Panel, 195, 196 Cpy t the destinatin, 62 Cvert inbx int dcument library, 170 Create, 38, 39, 40, 49, 50, 51, 53, 54, 55, 74, 162, 164, 165, 166, 190, 191, 194, 195, 196, 197, 200, 201, 202, 203, 204, 227, 228, 229, 231, 232, 233, 234, 235, 253, 255, 256, 260, 261, 262, 264, 265, 266, 267, 268, 269, 279 Create a New Plan, 212, 219, 221 Create a New Prfile, 236, 269 Create a new versin f the migrated file in the destinatin, 64, 65 Create a tp level fr n destinatin, 272 Create Cntainer, 30, 77, 94, 177, 184, 285 Create cntent type fr the flders t migrate flder s descriptins, 169 Create Dynamic Mapping, 204 Create Dynamic Rule, 210 Create Filter Plicy, 194 Create Livelink Privilege, 200 Create Permissin Mapping, 198 370
Create Prfile, 193, 204, 205, 207, 216, 218 Create SharePint Grup, 201 Create SharePint Permissin Level, 203 Create tp level flder n destinatin, 56, 170, 207 Custmize the flder structure f the migrated file in the destinatin, 65, 66 Custmized Prperty Settings, 240 Database Administratin, 192 Day(s), 214, 220 Default List Template, 118, 151 Default Permissin Mapping, 196 Default Prfile, 213, 215, 219, 222 Delete, 38, 40, 51, 53, 55, 162, 166, 191, 194, 197, 200, 201, 202, 204, 227, 229, 232, 234, 235, 253, 255, 262, 264, 266, 267, 269, 279, 284, 285 Delete a Wrkspace Level Mapping, 198 Delete Selected Mapping(s), 241 Delete surce cntent upn the jb cmpletin, 238 Delete the Selected Clumn(s)., 65 Delete the Selected Cntent Type(s), 239 Delete the Selected Custm Metadata(s), 58 Delete the Selected Illegal Character(s), 60, 176, 211, 244, 276 Delete the Selected List Mapping(s), 171 Delete the Selected List Name Mapping(s), 208 Delete the Selected Mapping(s), 198, 209, 240 Delete the Selected Rle Mapping(s), 174 Deleted the Selected List Name Mapping(s), 273 Descriptin, 191, 193, 194, 197, 198, 200, 201, 203 Destinatin, 212, 219, 221 Detailed, 79, 82, 91, 93, 95, 97 Details, 178, 179, 184, 186, 215, 221, 222, 223, 246, 247, 279, 280 Details f the Permissin Entry Mde, 52 Discard Changes, 57, 59, 205, 207, 210, 217, 218, 222 DcAve Surce Path, 206 Dcument Frmat Optin, 116 Dcument Level, 264 Dcument Set Optin, 117 Dcument Versin, 194 Dmain Mapping, 49, 50, 164, 195, 210, 230, 260, 261 Dwnlad, 284 Dwnlad Prfile, 75 Dwnlad the Sample Cde, 74 Dynamic Rule, 54, 74, 114, 121, 147, 154, 165, 203, 204, 210, 234, 268, 278 Dynamic Rule Name, 204, 210 Edit, 38, 39, 40, 51, 53, 55, 162, 166, 191, 194, 197, 200, 201, 202, 203, 204, 227, 228, 232, 234, 235, 253, 255, 256, 262, 264, 266, 267, 269, 279, 285 Edit a Cntent Type Mapping, 241, 242 Edit a Wrkspace Level Mapping, 198 Edit Dynamic Mapping, 166, 204 Edit dynamic rule, 204 371
Edit Filter Plicy, 194 Edit Livelink Cnnectin, 191 Edit Livelink Privilege, 200 Edit Permissin Mapping, 197, 198 Edit SharePint Grup, 201 Edit SharePint Permissin Level, 202, 203 Edit Sub-prfile, 56, 57, 116, 167, 205, 206, 207, 216, 218, 236, 239, 270, 272, 284 Edit the Selected Cntent Type, 239 Edit the Selected Exchange Clumn, 242 End after ccurrence(s), 67 End after specified ccurrence(s), 81, 92, 96, 214, 220 End by, 81, 92, 96, 214, 220 End by Date + Time, 67 Exprt, 90, 182, 219 Exprt Mde, 181, 216 Exprt Prfile, 83 File Level, 175, 211, 244, 276 File/Item Level, 199 Filter, 94 Filter Optins, 115, 149, 205, 216 Filter Plicy, 39, 108, 142, 161, 193, 194, 195, 205, 216, 228, 229, 255 Filter Plicy Name, 193 Filter Rule, 194 Flder Creatin Optin, 117 Flder Level, 175, 199, 211, 244, 276 Flder Settings, 206 Flder Structure Management, 150, 206 Full migratin, 78, 80, 81, 90, 92, 93, 179, 183, 214, 220, 223, 248, 280 Generate Excel, 286 Generate metadata file, 83 Generate nly ne metadata file, 64, 65 Grup Level, 211, 276 Grup Mapping, 50, 110, 120, 144, 165, 195, 196, 210, 261 Grup/Rle Level, 175 Hme, 190, 195, 196, 199, 200, 202, 203, 204, 205, 207, 216, 218 Hme Dcuments, 206 Hur(s), 214, 220 HTTP passwrd, 192 HTTP Tunneling, 191 HTTP username, 192 Ignre metadata/security exceptins, 62, 64, 67, 214, 221, 223 Ignre Metadata/Security exceptins, 178, 180, 183, 185, 282 Illegal character in SharePint, 211 Illegal Character Replacement Settings, 122, 154, 205, 218 Image Optin, 117 Image Optins, 150 Imprt, 93, 184, 221 Imprt Mde, 182, 218 372
Imprt Prfile, 84 Include empty lists and libraries, 71, 84 Include wrkflw definitin, 70, 84 Include wrkflw instance, 70, 84 Incremental, 214, 221, 223 Incremental migratin, 78, 80, 81, 90, 92, 93, 179, 183, 214, 221, 223, 248, 280 Inherit the flder permissin frm destinatin list, 238 Inherit the flder permissin frm its parent flder, 238 Item Number Limitatin, 116 Item Permissin Inheritance, 118 Items, 177, 182, 245, 277 Jb Filter, 94 Jb Status Optin, 124, 156, 158, 214, 221 Jb Status Optins, 223 Last Mdified Time, 190 Link Optin, 207 Link Tracking Optin, 117 List Clumn Mapping, 209 List Level, 198 List Mapping, 118, 151, 171, 208 List Name Mapping, 208 List Permissin Inheritance, 118 List Template Mapping, 208 Livelink Administratin, 192 Livelink Attribute, 208, 217 Livelink Categry, 208, 217 Livelink CGI URL, 191 Livelink Clumn Name, 209 Livelink Cnnectin, 190, 191, 192 Livelink Cnnectin Name, 191 Livelink Database Cnnectin, 192 Livelink dmain, 192 Livelink Flder, 206 Livelink Migratin, 213 Livelink Name, 208 Livelink passwrd, 192 Livelink Privilege, 200 Livelink Prject Migratin Optin, 213, 215 Livelink server, 192 Livelink Server Settings, 191 Livelink username, 191, 192 Ltus Ntes Attachment Migratin Optin, 117 Ltus Ntes Cnnectin, 106 Maintain Current Database, 192 Manage Livelink Privilege, 198, 199, 200 Manage SharePint Grup, 198, 200, 201, 202 Manage SharePint Permissin Level, 112, 146, 198, 199, 202, 203 Managed Metadata, 209 373
Managed Path, 150 Manually cnfigure the cntent type mapping, 119, 152 Mapping Manager, 195, 196 Mapping Optins, 71, 85, 115, 149, 151, 167, 171, 182, 205, 207, 218, 239, 269, 272, 284 Mapping Optins Sub-Prfile, 205, 218 Mappings, 49, 50, 110, 144, 164, 165, 195, 196, 199, 200, 202, 230, 231, 260, 261 Maxim Length f the SharePint URL, 211 Maximum length f the file name, 74, 87 Maximum Length f the file name, 59, 154, 211 Maximum length f the flder name, 74, 87 Maximum Length f the flder name, 59, 154, 211 Maximum length f the SharePint URL, 73, 87 Maximum Length f the SharePint URL, 60, 154 Merge, 77, 78, 80, 81, 94, 95, 96, 97, 214, 215 Migrate alert f the list, library, flder, item and dcument level, 70, 84 Migrate changes within, 80, 81, 92, 93 Migrate cnversatin as discussin threads, 237, 238 Migrate deactivated user, 171 Migrate erm rle as SharePint grup, 174 Migrate Livelink Categries as SharePint clumns, 208, 217 Migrate Livelink Categries as SharePint cntent types, 207, 208, 217 Migrate mail page attachment as.eml attachment, 170 Migrate wner clumn, 168 Migrate rt flder as list, 237 Migrate security, 207, 272 Migrate the bject f all the types, 205, 216 Migrate User, 207 Migrate vte as survey, 169 Migratin Database, 36, 124, 156, 157, 213, 215, 222, 223 Migratin Optins, 115, 149, 167, 182, 205, 206, 216, 218, 269, 284 Migratin Optins Sub-Prfile, 205, 216, 218 Minute(s), 214, 220 Mnth(s), 214, 220 Mve t anther lcatin nce the jb is cmpleted, 62 Mve t the destinatin, 62 Name, 162, 190, 191, 194, 200, 201, 203 Name and Descriptin, 198, 200, 201, 203, 204, 210 Navigatin Optins, 150 New, 55, 56, 57, 70, 83, 84, 167, 181, 182, 205, 206, 207, 216, 218 New Clumn Mapping, 71, 85 New Cntent Type Mapping, 71, 85 New Dmain Mapping, 59, 72, 85, 173, 210, 243, 274 New Dynamic Rule, 59, 74, 175, 210, 243, 275 New EMC Dcumentum Permissin, 262, 263 New Exprt Lcatin, 183, 219 New Filter Plicy, 55, 70, 83, 181, 205, 216, 236, 269 New Grup Mapping, 59, 173, 210, 243, 275 New Language Mapping, 72, 85 374
New List Name Mapping, 72, 86 New Livelink Privilege, 198 New Ntificatin Prfile, 79, 80, 91, 95, 96, 178, 280 New Permissin Mapping, 59, 210, 243, 275 New Prfile, 62, 178, 183, 185, 213, 219, 222 New SharePint Grup, 198, 262 New SharePint Permissin Level, 174, 176, 198, 199, 232, 262, 263 New Strage Plicy, 90 New Template Mapping, 71, 85 New User Mapping, 58, 72, 85, 173, 209, 242, 274 N, 72, 86 N end date, 67, 81, 92, 96, 214, 220 N schedule, 79, 91, 96 N Schedule, 63, 213, 220, 222 Ntificatin, 124, 130, 156, 157, 179, 185, 213, 215, 220, 222, 223 Object Type Filter Optin, 205, 216 OK, 38, 40, 51, 52, 53, 55, 56, 57, 61, 64, 67, 70, 79, 81, 82, 83, 84, 91, 92, 93, 95, 97, 191, 192, 194, 195, 197, 200, 201, 202, 203, 204, 205, 206, 207, 210, 214, 215, 216, 218, 220, 221, 223 Online Migratin, 60, 76, 122, 155, 177, 212, 215, 244, 276 Online Mde, 167, 171, 174, 205, 207 Online Prfile, 70 Only Latest [] Versin(s), 194 Open, 55, 284 Optins, 214, 220, 223 Or, 194 Overwrite, 214 Permissin Entry Mde, 52 Permissin Inheritance, 151 Permissin Mapping, 50, 111, 120, 144, 195, 196, 197, 198, 199, 200, 202, 210, 231, 261 Permissin Mapping Name, 197, 198 Permissins, 200, 203 Plan Filter, 94 Plan Manager, 214, 285 Plan Mde, 205, 207 Plan Name, 213, 219, 222 Prt, 191, 192 Preserve custmized pages, but update template and applicatin pages t use the new UI, 73 Preserve the lk and feel f existing SharePint sites, and allw end users t update their sites' user experience, 73, 86 Preview, 78, 94 Prfile Manager, 204, 205, 207, 216, 218 Prfile Selectin, 124, 156, 157, 213, 215, 219, 222 Prfile Settings, 39, 49, 50, 52, 54, 55, 56, 57, 70, 74, 83, 84, 108, 115, 142, 161, 164, 165, 167, 171, 174, 181, 182, 228, 230, 231, 233, 234, 236, 238, 255, 260, 261, 263, 268, 269, 272, 278, 285 Prfile/Sub-prfile, 205 Prfile/Sub-prfile Management, 218 Prject Migratin Selectin, 222 Prperty, 73, 77, 90, 94 375
Prxy Optin, 191 Prxy Server, 191 Public Access enabled, 192 Quickr Cnnectin, 140 Range f Recurrence, 159, 214, 220 Remigrate the bjects whse metadata/securities failed t be migrated in the last migratin jb, 64, 66, 179, 214, 248 Remve Outlk hme page URL, 238 Rename the migrated cntent in the destinatin, 65, 66 Replace with, 211 Repsitry Level, 264 Reset, 94 Reset all custmized pages t their riginal templates, 73 Restart the canceled wrkflws after migratin jbs, 71, 85 Rt Page Optin, 150 Run Nw, 61, 78, 90, 95, 124, 156, 177, 212, 213, 214, 220, 221, 223, 246, 277, 285 Save, 56, 57, 59, 63, 64, 74, 76, 80, 92, 96, 205, 207, 210, 213, 217, 218, 220, 222, 247, 280 Save and replace existing main prfile, 167 Save and replace existing prfile, 56, 205, 218, 222 Save and replace existing sub-prfile, 57, 59, 207, 210 Save and replace the existing main prfile, 181, 182 Save and replace the existing sub-prfile, 171, 272, 273, 284 Save and Run Nw, 64, 80, 92, 96, 125, 213, 220, 247, 280 Save as, 56, 57, 59, 74, 205, 207, 210, 217, 218, 222 Save As New Plan, 61, 78, 90, 95, 124, 156, 178, 183, 213, 219, 246, 277 Schedule Selectin, 157, 213, 219, 222 Schedule Setting, 157 Schedule Settings, 158, 214, 220 Search, 190, 193, 197, 199, 201, 202, 203 Search all pages, 161, 166, 190, 193, 197, 199, 201, 202, 226, 228, 232, 233, 235, 252, 255, 261, 263, 265, 266, 268, 278, 285 Search current page, 161, 166, 190, 193, 197, 199, 201, 202, 226, 228, 232, 233, 235, 252, 255, 261, 263, 265, 266, 268, 278, 285 Security, 77, 90, 94, 118, 151, 170, 207, 238 Security Mapping, 120, 153, 173, 209 Select All, 176, 200, 203, 234, 267 Select Surce, 122, 155, 244, 276 Set Outlk hme page URL, 238 SharePint Clumn Name, 208, 209, 217 SharePint Clumn Type, 208, 209, 217 SharePint Grup, 201 SharePint Permissin Level, 203 Shw histrical data, 93 Shw rws, 193, 197, 203 Simplified, 79, 82, 91, 93, 95, 97 Skip, 78, 80, 81, 95, 96, 97, 214, 215 Surce, 212, 219, 221 Surce Cmpnent Optins, 70, 84 376
Specified Title, 120 Specify the type(s) fr the bject yu wish t migrate, 205 Specify the types fr the bjects yu wish t migrate, 217 Start time, 81, 92, 96 Start Time, 67, 214, 220 Strage Plicy, 83 Sub-prfile Management, 205, 206, 207 System administratin rights, 192 Test, 179, 215, 222, 223, 279, 280 Test Run, 285 the Save As New Plan, 219 Time Range, 94, 109 Uplad, 273, 284 Uplad a DLL File, 204, 210 Uplad Prfile, 76 Use Http tunneling, 191 Use Http Tunneling, 192 Use HTTP tunneling, 191 Use nly ne metadata file, 65 Use pre-defined SharePint cntent type, 238 Use the cntent type mapping generated by the Migratr Tl, 119, 152 Use the existing metadata file, 63 Use the metadata f the file system, 63 User Mapping, 49, 110, 120, 144, 165, 195, 196, 209, 260 Validatin Test, 38, 62, 84, 192, 227, 254 Value, 194 View, 39, 58, 59, 194, 205, 209, 210, 216, 274, 275 View Details, 38, 51, 53, 55, 93, 166, 191, 197, 200, 201, 202, 204, 227, 232, 233, 235, 253, 262, 264, 265, 267, 268, 279, 285 Web server, 191 Web Server, 191 Web Services, 227 WebDAV, 227 Week(s), 214, 220 Wrkspace Level, 198 Yes, 72, 86 377
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