lotus notes to sharepoint migration
DESCRIPTION
Presented by Nguyen Hoang Nhut, this presentation covers the approach for migrating Lotus Notes application databases to SharePoint 2007, methodology, process and tools. The presentation also aims to provide an overview of the process of analyzing and planning this type of migration projects.SharePoint Saturday Vietnam 22/01/11 was sponsored by Officience. Visit http://www.officience.com/TRANSCRIPT
1© Copyright 2011 Hoang Nhut NGUYEN
Hoang Nhut NGUYEN
Jan, 2011
http://nhutcmos.wordpress.com
Hoang Nhut NGUYEN
Jan, 2011
http://nhutcmos.wordpress.com
Lotus Notes Application to SharePointMigration Process
Content
1. Introduction
2. Migration Assessment Process Description
3. Executive Summary
4. Application Inventory
5. Data Analysis
6. Effort and Cost Estimation
7. Proposed Next Actions
8. Tools
9. Demo© Copyright 2010 Hoang Nhut NGUYEN 2
• Domino Directory • System Database • Mailboxes• Application Database
• Notes Templates • Lotus Notes Client
What’s on the Lotus Domino server
3© Copyright 2010 Hoang Nhut NGUYEN
Introduce
Active Directory Active Directory
Exchange Server Exchange Server
Doc Libs, Discussion
forum, Workflow App,..
Doc Libs, Discussion
forum, Workflow App,..
List template, Site template List template, Site template
Why migrate to SharePoint?
• Considering a number of SharePoint available features
• MOSS 2007 perfect container for your data with consolidate and managed
• Approximately 70 million Notes users need work with collaboration platform
• Spend many effort for support and dependency on Lotus Notes
• Lotus Notes is not good for integration and collaboration features with MS Office
• Lotus Notes license cost is very expensive
? ?
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Introduce
• All Functionalities• Permissions and Access Controls• All Data:
– Plain Text– Rich Text (Formatted contents, Images,
Tables, Doc Links, …)– Attachments and Embedded Objects
• System information:– Created Date: the date the document was
created– Modified Date: the latest date document
was modified– Created By: who created the document – Modified By: latest modifier
• Similar UI
What’s being migrated?
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Introduce
What are the challenges?
• Layout and design in the new platform must be completed and accepted
• Right tool to migrate rich data
• Minimal cost-effective and timely to recreate existed application
• Permission models need to be migrated and updated
• Administrators need to be trained
6© Copyright 2010 Hoang Nhut NGUYEN
Introduce
What are the benefits?
• Consolidation of redundant applications• Efficient workflow and version
management• Security for permission and access
management• User can quickly find content thanks to
content search and query• Reduces the Need for Business to have
their own IT shops, 80% solutions is now available from SharePoint
• Reduces cost of licensing of more expensive platforms like Business Objects, Documentum, FileNet, etc…
Introduce
7© Copyright 2010 Hoang Nhut NGUYEN
Migration Assessment Process
8
Application Inventory Data Analysis Estimation
Facts and FindingsFacts 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 RoadmapMigration Roadmap
Tasks
•Complexity Classification.
• Recommend target platforms.
• 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.
QuotationQuotation
© Copyright 2010 Hoang Nhut NGUYEN
Application Inventory
9
The final Application Inventory Database those reports made upon below conditions
Work Flow Business and workflow of Lotus Notes App
Request Change Business No of request from customer to change business
Expected Relaunch Customer’s Go-Live Expected date
Consolidate Yes or No
Merge Define here are other applications that will be used for merging
DB Size Capability of full Lotus Notes DB (MB)
Total Records Total No of documents from Lotus Notes app
Monthly Created Record No of documents created monthly
Total Users Role No of User Roles from Access Control List (ACL)
Total User No of Users using Lotus Notes App
Migrated Forms No of Forms that will be migrated
Migrated Sub-form No of Sub-form that will be migrated
Migrated Views No of Views are using
Migrated Report No of Report are using
Agents No of Manually or Scheduler Agents are running
© Copyright 2010 Hoang Nhut NGUYEN
Executive Summary
10
After having analyzed data collected, the team has managed to:
1. 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
MOSS 2007
© Copyright 2010 Hoang Nhut NGUYEN
Data Analysis
11
Complexity Classification
LN databases are consolidated into SP Target Applications.
Eg:
Complexity Classification
Based on various criteria, such as number of roles using the app, business severity, integration requirements, functionalities, data migration complexity…
Level 1 – Simplest ; Level 3 – Medium; Level 5 – Most complex.
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Level # Main Forms # Fields # Views # UCs
1 1 - 2 <=40 <=7 <=5
2 1 - 3 <=70 <=20 <=10
3 2 - 5 <=140 <=30 <=20
4 4 - 8 <=280 <=40 <=30
5 > 6 >280 >40 >30
Level Rating and NormData Analysis
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Data Analysis
13
Recommended Target Platforms
The above chart illustrates our recommendation on the target platform for 20 target applications, by that:
Eg:
10 applications (50%) to be migrated to SharePoint Standard.
10 applications (50%) to be migrated to SharePoint with some custom developments.
© Copyright 2010 Hoang Nhut NGUYEN
Lotus 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
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Data Mapping
Effort Estimation Schema
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Function migration• Slot the target applications into 5
complexity buckets.• 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
© Copyright 2010 Hoang Nhut NGUYEN
No. PHASE % NotesFUNCTION MIGRATION
1Requirement 12%Reverse engineering2Design 10%Technical solution and arch. design3Code 35%Implementation4Test 25%Functional test ,SIT5Deployment 1% 6Support 3% 7PM 7%Project management8CM 2%Configuration management9Training 1%Train the Trainer approach
10QA 3%PQA, Inspections11Other 1%Misc, logistics
DATA MIGRATION1Data migration 10%Migration script and execution
Effort By Phases
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Implementation Assumptions
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The Estimation is made upon the following assumptions:
1. Customer’s MOSS application Infrastructure must be ready
2. Many change management activities have to be managed and must be official confirmed
3. Warranty period is 03 months, implicitly started when all applications are rolled out to
production.
4. Onsite environment for staffs who are supposed to work at one Customer’s central site.
5. User Acceptance Test (UAT) environment and condition materials
6. Use of MOSS2007 standard templates and features for target apps whenever applicable.
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Proposed Next Actions
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1. Setup a formal presentation to present assessment report
2. Discuss with IT Department to understand
3. Work to finalize the proposal.
© Copyright 2010 Hoang Nhut NGUYEN
Moving forward, strongly recommends
Tools
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Data Analysis and Reporting
1. Microsoft Application Analyzer 2006 for Lotus Domino
2. Microsoft Transporter Suite
3. Microsoft Transporter Suite 2007 for Lotus Domino Demo
Data Migration
1. MiPoint v1.0 – Lotus Notes Application to SharePoint Migrator
2. Quest – Notes Migrator for SharePoint
3. ecKnowledge - CASAHL Technology Toolset
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Demo
20© Copyright 2010 Hoang Nhut NGUYEN
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Questions & AnswersThank you for your attention!
© Copyright 2010 Hoang Nhut NGUYEN