Migrating from Lotus Notes to SharePoint®

The IONET Pipeliner provides migration services for Lotus Notes Applications to Microsoft SharePoint.

The following is a step-by-step guide to the SharePoint migration process.
Migrating from Lotus Notes to SharePoint

1. Planning

Plan your migration to get an understanding of what's involved.

TickAudit the Environment. Use the Pipeliner to identify unused or older Applications, and handle distributed data such as local Notes Mail Archives and encrypted Mail.
TickIdentify what to Migrate. You might not want to migrate everything to SharePoint - unused or older Applications can be archived to read-only formats like XML, HTML or PDF, and everything else migrated to your new environment.
TickGroup Applications together. Many Notes Applications can be grouped together, for example all Discussion Databases or all Teamrooms. Use a Profile document in the Pipeliner to specify the migration characteristics for these groups of Databases in one place, plus provide individual settings for custom Applications.
TickMigrate the oldest data first. Older, little-used Applications are good candidates for the first migration, to give you can idea of the process and migration speed in your environment.
TickUtilise Delta Exporting. Delta exporting allows you to migrate the bulk of your data in advance, then easily complete the process for new and modified data when the cutover date arrives.
2. Set up your SharePoint Environment

Set up your SharePoint environment. You need to be a Site Owner or Site Collection Administrator to upload files successfully.
3. Install PnP PowerShell

We use PnP PowerShell for uploading, batching requests for greater efficiency, with the PowerShell commands stored in plain text to allow modification. You can also use third-party upload tools.
4. Add your Microsoft credentials to the Pipeliner

Add your Microsoft credentials to a Pipeliner Credentials document. Specify your Username/Password, Client ID/Secret, PFX certificate etc.
5. Add your Applications to the Pipeliner

Use the Setup Wizard to add Applications to the Pipeliner, which simplifies the setup process. You can also choose to add Databases manually, or use a Profile to easily add all similar Databases (e.g. all Teamrooms).
6. Define SharePoint settings

As well as the default SharePoint settings, you can set specific migration options for each Database.

TickSharePoint Site/Subsites. The SharePoint Site or Subsites to create and use.
TickDocument Library. The Document Library to use. We use Document Libraries to provide SharePoint functionality such as attachment indexing and check-in/check-out.
TickFolder Hierarchy. Use fields and @formulas to define the SharePoint Folder hierachy based on Notes Document data, e.g. a 'Categories' field.
TickMetadata. Any Fields/Columns/Metadata you want to add, using Notes fields and @formulas, to display and use data from each migrated Notes document.
TickACL Security. Convert Notes ACL security to SharePoint Site Permissions. Individual and Group ACL entries are transferred to SharePoint with the equivalent level of access.
TickNotes View Navigation. Recreate your Notes Views as SharePoint Pages, complete with columns, categories and search, to provide familiar navigation to end users.
7. Start Migrating

Migration takes place automatically, and the Pipeliner allows you to migrate the same data as many times as you want, so you can repeatedly modify your settings to achieve the best result.
8. Results

Folder Hierarchy.
Your defined folder hierarchy is presented in SharePoint, along with optional Navigation. In this case we've migrated a Notes Teamroom Database;
Folder Hierarchy Navigation.
Notes Views are recreated from the original Database Views, to provide familiar end-user navigation;
Navigation Notes Views.
In these Views, documents are presented as links. Note the Search and Category expand/collapse functions;
Notes Views Document Rendering.
Documents are rendered using the original forms, with Metadata, Rich Text, Doclinks etc;
Document Rendering Responses and Attachments.
Response Hierarchy, Attachments, Embedded Objects and Embedded Views are also supported;
Responses and Attachments

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New Zealand
Tel: +64 4212 5656
info @ ionetsoftware.com
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