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Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows Knut Relbe-Moe, Chief Technical Architect, Knowledge Factory.

Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

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Page 1: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and HowsKnut Relbe-Moe, Chief Technical Architect, Knowledge Factory.

Page 2: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

SharePoint Days 2015

Hi. I’m Knut

Oslo, NorwayKnowledgefactory.c

omOffice Server & Services MVP

Community Member @shareptkarm

http://sharepointblog.no

Page 3: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

SharePoint Days 2015

Hi. I’m Knut

Oslo, NorwayKnowledgefactory.c

omOffice Server & Services MVP

Community Member @shareptkarm

http://sharepointblog.no

Page 4: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

Agenda1 How to migrate from Lotus Notes

2 2 Real world projects

3 Tools

4 Demo

5 Summary / Next

Page 5: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

How to migrate from Lotus Notes1

2

3

Analyze the data

Migrate the data from Notes to SharePoint/SharePoint Online

Clean up the data4

Decide which data to be migrated

Page 6: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

1. Analyze the data

Migration Assessment Process

Application Inventory Data Analysis Estimation

Facts and Findings

Tasks

• Collect data of all existing LN Apps.•Conduct interview with application owners• Categorize and generate inventory of existing LN App.Outcomes

• LN Application Inventory.

Migration RoadmapTasks

• Complexity Classification.•Recommend Migration Approach.

Outcomes

• List of target applications with complexity level and recommended platforms.• Migration approach.

Tasks

• Apply norm and estimation process to calculate the estimated effort.• Cost calculation.

Outcomes

• Effort Estimation.• Cost Estimation.

Quotation

Page 7: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

1. Analyze the data1. Collect a list of relevant LN databases

2. Interview sessions

3. Technically propose the consolidation

5. Estimate the size and complexity of applications.

6. Estimate efforts based on applications’ complexity and norms

7. Estimate the cost and duration for full migration of all databases to SharePoint

Page 8: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

Great tool from AvePoint, DocAve Migratoor Tool:C:\Program Files\AvePoint\DocAve6\Agent\bin

1. Analyze the data

Page 9: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

Decide which target platform to useJust SharePoint with SharePoint Lists and FormsOr Access Services with list as datasource or sql database.

Things to watch out forList Treshold, usually notes can have many list items, more then 100.000,

SharePoint have a treshold on 5000, so then you need to split up the list in many lists.This can be achived either with the 3rd party tool, or you can create new

views in Notes, to get more control over where the split would be.

1. Analyze the data

Page 10: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

Work Flow Business and workflow of Lotus Notes App

Request Change Business No of request from customer to change businessExpected Relaunch Customer’s Go-Live Expected dateConsolidate Yes or NoMerge Define here are other applications that will be used for mergingDB Size Capability of full Lotus Notes DB (MB)Total Records Total No of documents from Lotus Notes appMonthly Created Record No of documents created monthlyTotal Users Role No of User Roles from Access Control List (ACL)Total User No of Users using Lotus Notes AppMigrated Forms No of Forms that will be migratedMigrated Sub-form No of Sub-form that will be migratedMigrated Views No of Views are usingMigrated Report No of Report are usingAgents No of Manually or Scheduler Agents are running

1. Analyze the data Application Inventory

Page 11: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

Data mappingLotus Notes SharePoint

Text Single line of Text Multiline of Text

Date/Time DateTime

Number Number

DialogList/Combobox Choice – Drop down list

Checkbox/ListBox Choice – Checkboxs

Radio button Choice – Radio Buttons

Rich Text Enhanced Rich Text

Names People or Group

Currency Currency

Calculated Calculated

Page 12: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

Effort Estimation Schema

Functions Migration

Data Migration

Migration Effort

Function migration• Count number of LN Databases associated

with each target application.Data migration• Develop data migration script.• Overheads for each active database.• Using data migration tool

Total Effort = Migration Effort + Training & Support

Page 13: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

3. Migrate the data from Notes to SharePoint

1

2

Write your own Code

Choose a 3trd party tool – Lotus to SharePoint Migration tools

3. Migrate the data from Notes to SharePoint

Page 14: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

1

2

Write Code to clean up HTMLWrite Code to convert Links

Convert Lotus Notes Forms to SharePoint FormsLialis have created a tool to convert to SharePoint Form Designer forms, and currently works on versions for Nintex Forms and KwizCom Forms.

4. Clean up the data

Page 15: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

Demo

Page 16: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

Real world examples – Oslo Police Department

Notes

SharePoint

Real world examples – Oslo Police Department

Page 17: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

Notes application consisted of list and different forms

Many different notes databases that should be migrated to SharePoint 2013Amount items in Notes varies from 1000 to 100000 items.Many different Notes Forms who had to be redrawnDifferent views needed to be remade in SharePoint.

Real world examples – Oslo Police Department

Page 18: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

Old Intranett based on NotesShould be migrated to SharePoint OnlineNavigation should also be migratedOld Intranet with over 5000 pages to transfer to SharePoint OnlineDifferent page layouts had to be recreated in SharePointSite structure had to be recreated in SharePointHad to write code to create Metadriven NavigationHad to write code to convert linksHad to write code to clean up HTML

Real world examples – Oslo Police Department

Page 19: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

ToolsFollowing tools was used: AvePoint Migration Tool AvePoint DocAve Lotus Notes Migration Tool SPForms Designer Lialis Lotus Notes Domino form Converter to SharePoint Forms Designer

Page 20: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

Tools

Page 21: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

Demo

Page 22: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

If you need help with Notes migration contact me.

I’ll also write a blog about this, and share my scripts.

Next?

Page 23: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

Knut [email protected]: @shareptkarmLinkedIn: http://no.linkedin.com/pub/knut-relbe-moe/2/70b/6aBlog: http://www.sharepointblog.no

Questions?

Page 24: Migrate from Lotus Notes to SharePoint 2013 or SharePoint Online - Tips, Tricks and Hows

Now you are ready to try for yourselvesIf not you can always call me.