Lotus Notes Migration Toolkit - Features

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Opening a Notes Database

The first step in working with the Notes Migration Toolkit is to locate the required Notes database.

The Notes Migration Toolkit interface presents a database browser for locating Notes databases, which when "dropped down" allows a user to find the appropriate database.

The database browser interface is a familar "directory" style browser, providing an easy method to select; 1. a Domino Server / Local Notes client and 2. a Notes database.



Once the appropriate database has been located, simply double-clicking on the entry will instruct Notes Migration Toolkit to open the database and present the views / selection formulas ready for use.

Data Source

The Notes Migration Toolkit allows data to be loaded from the Notes Database by using a Notes View or a Selection Formula as its data source.

The Data Source tab presents a list of all the Notes Views in the selected database.



By clicking on a View entry in the left-hand pane you can view the underlying selection formula defined in the view to ensure it loads the appropriate documents.

If an appropriate View does not exist or a View Selection Formula is not appropriate you can click the Selection Formula radio-button and enter your own Selection Formula / Modify a View Selection Formula.



Fields

The Notes Migration Toolkit allows specific fields to be selected for migration / export.

The Fields tab presents a list of all the Notes Fields defined in the Notes Database, either as a "flat" list or grouped by the corresponding Notes Form.

The field data-type is denoted by an icon showing whether the underlying field is Text, Rich-Text, Date/Time, Numeric, @Formula or Unknown.

Click the Fields By Form or All Fields radio-button to change how the list of fields is displayed.

Select the required fields by clicking the checkbox next to the Notes Form or Notes Fields as appropriate.



Custom Fields / @Formulas

Custom field values can be defined by clicking the Add link next to the "- Custom Fields -" group at the top of the field list.



Clicking Add will prompt for the name of the field (must be unique and not already exist) and then an appropriate @Formula can be entered in the right-hand pane.







Custom fields are ideal for handling calculations, concatenation, formatting, missing values, etc.

Attachments

The Notes Migration Toolkit allows all attachments on a document to be exported to the file system / disk.



To export attachments click the "Save Attachments To Disk" checkbox and adjust the @Formula in the left-hand pane to control the file location. (Remember you'll need to escape the backslash character with a double-backslash "\\" in @Formula for the file path).

The reserved keyword [ATTACHMENT] can be used in the @Formula and will be replaced with the original name of the attachment.

Updating Links In Attachments

The Notes Migration Toolkit can update links in attachment files by using a third-party application, such as Microsoft Office or Open Office.



Click the "Update Links in Attachments" checkbox, choose whether to use Microsoft Office or Open Office by clicking the appropriate radio-button and adjust the @Formula in the right-hand pane to control the link update.

The reserved keyword [LINK] can be used in the @Formula and will be replaced with the original link found in the attachment.

Currently supported file types for updating links are TXT, DOC, DOCX, CSV, XLS, XLSX, PPT, PPTX and PDF.

Document Links

The Notes Migration Toolkit can export all Notes Document Links on a document and also allows links to be updated.



To export links click the "Export Document Links" checkbox and adjust the @Formula to update the link source.

Currently supported link types are Anchor Links, Document Links, Database Links, View Links and Hotspot Links. Unknown links will also be exported but they will not be denoted as a recognised link.

Rich Text

The Notes Migration Toolkit can export all Notes Rich Text fields to disk as a Rich Text File (*.RTF).



To export rich text fields click the "Save Rich Text To Disk" checkbox and adjust the @Formula to control the file location. (Remember you'll need to escape the backslash character with a double-backslash "\\" in @Formula for the file path).

The reserved keyword [FIELD] can be used in the @Formula and will be replaced with the original rich text field name.

The reserved keyword [COUNT] can be used in the @Formula and will be replaced with the index of the original rich text field on the document.

Render Document To PDF

The Notes Migration Toolkit can export all Notes Documents to disk as a Portable Document Format file (*.PDF).



To render the document as PDF click the "Render Document" checkbox and adjust the @Formula in the right-hand pane to control the file location. (Remember you'll need to escape the backslash character with a double-backslash "\\" in @Formula for the file path).

The PDF settings in the left-hand pane can be adjusted to control the appearance, security, etc. of the PDF file.

Execute Action

Once all the appropriate settings have been made click the Execute action button to begin loading the Notes Documents and processing appropriate Attachments, Links, Rich Text and Render.



Documents

The Notes Migration Toolkit displays the results of all the aforementioned actions in the Documents tab.



A preview pane is presented at the bottom of the screen to view rich text fields displayed in the grid.

Columns can be sorted, filtered, grouped, calculated, etc. to manipulate the data as required.



Printing / Print Preview

The Notes Migration Toolkit provides extensive features for printing, preview and page setup.



Export / Migration

Even though the aforementioned actions allow exporting attachments, rich-text, PDF, etc. the actual document data isn't exported until you click the Export action button.



The Export Wizard dialog is displayed which allows you to configure how you want the Notes Data to be exported.



An extensive range of export formats are supported and the Export Wizard guides you through each of the appropriate steps and settings for each format.

The wizard provides settings for field values, data type formatting (date, time, numbers, currency, logical values, etc.), appearance, colours, headers, footers, layouts (columnar, tabular, reversed tabular), emailing files, etc.

Once all settings have been made in the wizard click the Execute action button to begin the export process.

Read 6679 times Last modified on 30 April 2014
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