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10 Ways to Migrate Notes to SharePoint

When migrating from Lotus Notes to SharePoint there are many different paths you can take. It’s important that you get this process right, as any errors in migration can be highly disruptive and costly to your business. In this article, we list 10 ways to migrate your Lotus Notes applications to Microsoft SharePoint.

1. Standard Lists Migration

When SharePoint was designed it came with many templates that were designed to perform the same job as a large number of Lotus Notes’ most frequently used standard application templates. These include discussion databases, task lists, calendars, contact lists and more. While the interfaces are known to differ slightly, the basic functionality remains much the same.

2. Custom Lists Migration

Similar to standard lists, with the only difference being that users are able to define the data columns and, possibly, other settings. The most important thing to keep in mind when migrating custom applications to custom lists is to map all the Notes database fields to the appropriate custom list columns.

3. Document Libraries Migration

Libraries have a lot in common with lists, but there are a couple of notable points of variation. For example, in libraries, documents are binary files with certain associated data properties. With this in mind, binary file attachments must be extracted and placed in the library during a Notes database migration.

4. Microsoft Word Conversion

When the popular Microsoft Office is the standard for creating documents in a given environment, the fact that it integrates closely with SharePoint libraries is quite handy. The integration allows for powerful applications to be built, and also allows users to open, edit and save documents from libraries without issue.

5. PDF Conversion

Businesses that have a particularly high amount of Notes databases with rich text documents often discover that PDF is the perfect migration format. While not as closely integrated with SharePoint as Microsoft Office, the experience for the user still isn’t a bad one. In order to search PDFs in SharePoint, however, a free add-on from Adobe will need to be installed.

6. InfoPath Conversion

There are a couple of reasons that InfoPath can be a useful tool for migration. The first is that the applications may possess complex data structures which disable them from being stored in a list. Alternatively, it may be that the applications have complicated form designs with a range of troublesome features.

7. Document Sets Use

The best way to store many related files in a single, logical document group is with the use of Document Sets, which are akin to a folder — only more powerful. Within a Document set, these files can be versioned, approved and secured, as well as being presented in an easy-to-use and versatile interface.

8. Wiki Pages Migration

Whenever you create a new page in SharePoint from the Create menu in a team site, it’s a wiki page that you’re creating. As such, when it comes to migrating Notes content, wikis have proven to be the most popular page type. What’s more, it’s very easy to do with the right migration tool.

9. Web Part Pages Migration

If you’d like a little bit of extra control over how various elements are placed within a web page, then web part pages are a great option.

10. Publishing Pages Migration

Similar to above, with the notable difference that publishing pages generally separate visual layout and styling from content authors.

If you are interested in finding out more about how to convert lotus notes to outlook, contact Kim Beros Consulting.

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