lotus notes to sharepoint migration

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


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

? ?


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?


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


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


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


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


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.


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


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.


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


Data Mapping

Effort Estimation Schema

15

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


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


Implementation Assumptions

17

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.


Proposed Next Actions

18

1. Setup a formal presentation to present assessment report

2. Discuss with IT Department to understand

3. Work to finalize the proposal.


Moving forward, strongly recommends

Tools

19

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


Demo


21

Questions & AnswersThank you for your attention!
