Migration - How to Migrate From Lotus Notes to SharePoint - SharePoint Stack Exchange

7/11/2014 migration - How to migrate from Lotus Notes to SharePoint - SharePoint Stack Exchange

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How to migrate from Lotus Notes to SharePoint

I need to migrate a Lotus Notes application to SharePoint. I understand that a helps in migrating.Quest Software tool

But I need advice from people who have already experienced these migrations. Which would be the best tool(s) available and what

would be the best approach?

migration lotus-notes

asked May 30 '11 at 5:03

Deepu Nair

5,314 1 9 19

from migrated stackoverflow.com May 30 '11 at 14:46

This question came from our site for professional and enthusiast programmers.

3 Answers

Migration utilities can only move standard Lotus Notes templates, (including mail). Due to the

proprietary nature of Notes applications, manual analysis and then custom configuration of

Sharepoint is the best you could expect. If you have custom applications, migrating them from

one platform to another is the most challenging environment. If you just have mail, then the job

is alot easier.

Quest and BinaryTree are leaders in the area of mail only migration. If you need to do apps as

well, there is no easy solution. So, this answer is to expose the some of the real work involved in

migrating applications in a high level guide.

Your best bet is to do a thorough analysis of your current environment. What typically happens

is that a BP or vendor gets your mail across but not the applications, so you could be, in the

worst case be stuck with a "hybrid model" where you maintain 2 sets licenses for users and

servers. Most organisations have fallen into this trap. I call it a trap because the vendor

probably knows this to, but if they don't tell you upfront, then they're milking the client after

making some quick wins.

Here is my recommended approach, which is heavily tilted towards analysis and investigation

upfront. Justification for this approach is based on seeing a few largish migrations go quite

awry, the common factor is a lack of analysis up front combined with inadequate partnering

from Domino specialist. The objective of this approach is to provide you with the best chance

at setting realistic expectations, and completing the project in within an estimated time-

frame/budget.

Pre-project.

1/ .Establish the required skill set

Good place to start, is look at the "end-game" platform specifications, Database, server and

application skills. Do you need Sharepoint only ? or Sharepoint + C# + ASP.Net. You'll need

Window server engineers + Exchange + SQL Server ? Or do you also need to support MS Live

Communication servers as well ?

2/ .Initial resource costings

Obtain the daily cost requirements for those resources.

3/ .Estimate resource requirementsduring conversion and post-deployment (BAU)

You don't have the whole picture, but do some rough calculations in supporting the new

environment after deployment. If all goes well, you can expect to taper off this resource

demand within the first 6 months. Assume $5k/week/person + hardware + software licencing

costs.



4/ .Engage resources

You should engage a credible Domino consultant ( or 2 for larger sites) to help you for the next

phase as well as Sharepoint (SP) / MS specialists.

(aka "AS-IS" Analysis)Current state-of-play Analysis

1/ of running applications.Obtain a current inventory

Many Notes databases fall dormant in large organisations and can easily be culled from the

migration once known.

2/ .Identify integration points

Focusing on current active applications, and establish all the integration points outside of the

application. Over many years, Lotus Notes systems tend to be threaded into many external

systems. You will most likely need to rebuild these integration services in the new platform as

well. These are typically found in Script libraries and agents. You might find some nasty bits of

code in Forms, but that should be the vast bulk of it.

(aka "TO-BE" State)Establish New Architecture

1/ .Identify effort to re-code current applications + the integration points

Be sure to include database designs and server requirements depending on volume. One thing I

have noticed is "feature fidelity gaps" between Lotus and SP. Features you take for granted in

Lotus Notes may not be available in the Microsoft stack. Ofcourse you may also get new

features, but the risk here is preventing feature regression.

If features that are part of a critical application are not available natively in SP, then this

presents a very high risk of cost over-run as you may have to code up the widget in C#.

I had one critical CRM application which used the Lotus Notes widget to

obtain available meeting times of users. AFAIK this widget is not available in the MS solution

stack. Perhaps there is a 3rd party solution, or has since been implemented natively. So you

need to identify them with the SP and Domino specialists working together. I have a final hit

list below of things to watch out for, (see "Navigating the document minefield" below)

embedded scheduler

2/ .Eliminate "feature fidelity gaps"

Now you should have your inventory of applications to migrate. Any significant "feature fidelity

gaps" risks identified should be investigated with a pilot to know that it can be resolved. Or

negotiate with system owners to work around features not available in the new platform. This is

your go/no-go point.

3/ .Detailed project plan

Create your project plan at this point. It should have 2 distinct parts email migration and

application migration. Typically the CIO will mandate mail to go first, I think this is potentially a

big mistake because because the applications take easily 12-18 months on average to move

assuming no major budgetary constraints, otherwise it's anyone's guess. An ill-informed CIO

can leave a company crippled in a hybrid model with skyrocketing resourcing costs if they

focus on the quick win. Be it because of pressure from the board, or ego.

One approach to is to migrate native Lotus Notes applications to the web first, and thus un-

shackle you from the Notes client, (beware of offline access requirements here, see below). A

recent Domino based product, (the ), that claims 100% fidelity of

migrating your applications may be worth considering this as a transitional step. to reduce

ongoing licencing costs if you have a prolonged application migration.

evolution transformer

But I would recommend structuring your migration plan in phases. Phase 1 should be small

easy apps and some mail. This is like a pilot, you will learn alot from this phase, so keep it small

and complexity as low as possible. Phase 2 and so on are as you see fit, scaling up as required

depending on budget, resources, complexity.

4/ .Communication plan

Think about how you're gonna get this change through to users. Afterall, some will think, "we

are going from an email system to another email system". Or they'll be resistant to losing

applications they might be comfortable with. Ideally you'll want to bring them willingly. So,

plan to identify and garner support from key users who have influence with others.

Build/Test/Deploy



If you've done all the analysis work and planning, then this step should be un-eventful. What is

important is communication with the business and make sure your users are onboard and

informed. Make sure you have a pre-production environment to kick around because you'll

want to know problems before real users get them. Get "user champions" who can give it to

you straight and don't just flail their arms about when something goes wrong.

Navigating the document minefield

Application based Document links : If you have document links that are embedded in rich text

fields throughout applications, how will you convert those links into the "new world"

Email document links : Applications tend to send links in emails to documents. You will need to

consider how to convert that for sharepoint.

Long term storage / Legal compliance: Sometimes legal compliance requires that you keep

servers and databases available in "original format". Financial organisations tend to have this

compliance requirement.

Local Replicas and offline access: If users have local replicas running on their laptops or home

pc's they will lose this in the migration.

answered May 31 '11 at 1:06

giulio

136 2

thanks for the details.. Deepu Nair May 31 '11 at 13:03

You would have to look for migration utility available from third party vendors. one which you

have found is good one and most commonly used but its your requirement which is best thing

to decide which tool is best. do a requirement mapping with at least 3-4 products available in

market. and then choose the one which best suites your requirement.

the others with which you can do a comparative study is :

http://www.2sharepoint.com/lotusnotes-to-sharepoint.html

http://www.binarytree.com/Products/Migrate/CMT-for-Sharepoint.aspx


Ashutosh Singh-MVP SharePoint

160 5

thanks for the links. Deepu Nair May 30 '11 at 9:34

What would be the best approach definitely depends on your situation. How complex is the

application? How deeply does it integrate to the Lotus Notes platform? How many users will

be affected?

I've used the Quest tool for migrating email and it does an excellent job, so that company

would be high on my list to look at for migrating apps. But moving applications is much more

difficult than migrating email. Email works the same in Notes as it does in Exchange or any

other mail platform. Notes applications on the other hand can have complex dependencies on

the Notes platform itself, and often it is very hard to replicate that platform outside of Notes.

For all the applications I've moved from Notes I've taken the migration process as an

opportunity to rethink the design. For simple Notes applications, like document libraries, or

simple workflows, it was easy to move those to SharePoint. I'm sure third-party tools could

make that even easier. For more complicated Notes applications, though, I often developed a

replacement ASP.NET site backed by Microsoft SQL.

Whatever you choose to do, the end result will be an application that is very different than

what you have now. It may have the same fields, data, etc, but the interface will be radically

different. Perhaps it will be a web application in SharePoint, or ASP.NET, but it won't be as

tightly integrated into your email platform as it was when you were using Lotus Notes. Given

that such a change is unavoidable, the best thing you can do is make sure your end result

delivers on user experience. If SharePoint can live up to that, great, otherwise rebuilding the



app may be a better solution.


Ken Pespisa

101 2

Documents

Migration - How to Migrate From Lotus Notes to SharePoint - SharePoint Stack Exchange