This document provides instructions for migrating Lotus Notes applications to SharePoint using the CIMtrek Notes Migrator tool. It covers installation, configuration, discovery of Notes databases, filtering options, and the multi-step migration and post-migration processes. Key benefits of CIMtrek include easy configuration of the target SharePoint environment, export of documents and attachments, and flexible migration of design elements, data, or both. Typical automated migration delivers around 80% of original functionality, requiring some post-migration development work.

1. Subject to change without Notice
User Guide
for
CIMtrek Notes Migrator to
SharePoint and Office 365
Rev 3
May 2017

2. CIMTrek Ltd © 2017 CIMTrek Migrator to SharePoint User guide May 2017 2 | P a g e
Please note that CIMTrek Ltd reserves the right to alter content and product functionality without prior notice
Contents
1. Introduction:............................................................................................................................. 3
2. Installation and Configuration................................................................................................... 5
2.1 Installation ............................................................................................................................ 5
2.2 Configuration ........................................................................................................................ 5
3. Discovery................................................................................................................................... 6
4. Extract to CIM ........................................................................................................................... 7
5. Configuring filters...................................................................................................................... 8
6. Migration .................................................................................................................................. 9
6.1 Migrating the application to 1st
Fix staging post. .................................................................. 9
6.2 Generating SharePoint Document Libraries........................................................................ 11
6.3 Data Export ......................................................................................................................... 12
7. Post Migration – 2nd
fix ........................................................................................................... 13
7.1 ACL mapping............................................................................................................................... 13
7.2 Other remedial work .................................................................................................................. 14
7.3 Where stuff can be found........................................................................................................... 14

3. CIMTrek Ltd © 2017 CIMTrek Migrator to SharePoint User guide May 2017 3 | P a g e
Please note that CIMTrek Ltd reserves the right to alter content and product functionality without prior notice
1. Introduction:
Thank you for choosing CIMtrek for you Lotus Notes migration project to the Microsoft SharePoint
platform on premise and Office 365..
We are proud of the product that we have created but should you have any issues when using,
please let us know and we shall endeavor to correct any shortcomings.
One of our key design objectives was ease of use; from installation through configuration and
execution. For the first phases of your migration project you will need very little in the way of
technical know-how, however some knowledge of IBM Domino server and Notes client would be
beneficial but is not, by any means, a prerequisite for using CIMtrek and deriving benefit from each
of the stages.
Key Benefits derived from the CIMtrek Notes Migrator to SharePoint include:
Easy Mapping of SharePoint Target Environment/Server
• Directly connect to your SharePoint environment from the migration tool.
• Create Site Collection for your target deployment directly from within the tool.
Export of documents and attachments (per Requirements)
• All Data from the Notes Application is stored in the corresponding SQL Server Database
mapped to the SharePoint site.
• Archive option for Office365 and on premise.
• Copy attachments to Document libraries
Flexible Migration Processes
• Full Migration – Design + Data
• Design Elements Only
• Data Elements Only – For Incremental migrations to update data. Also useful for high-
volume data scenarios where migration is carried out.
• View and Form filters – only migrate what you need
One-Click migration in a few minutes
• Migration Results show detailed status and errors if any (makes remedial work easier).
• Final deployed site link displayed on completion of process.
• Simply click SharePoint site link and progress to migrated SharePoint or O365 site.
CIMtrek Notes migrator to SharePoint supports migration/deployment to:
• SharePoint 2013 +
• SharePoint on Office365
The remainder of this document is designed to guide you through the initial installation, the
discovery and analysis and finally the various stages of the actual migration process as shown in
Figure 1 below:

4. CIMTrek Ltd © 2017 CIMTrek Migrator to SharePoint User guide May 2017 4 | P a g e
Please note that CIMTrek Ltd reserves the right to alter content and product functionality without prior notice
Figure 1 – The Preferred CIMtrek process
When reading this document and analyzing the outcomes of the CIMtrek process, please keep in
mind that the automated migration process aims to deliver, on average, 80% of the original
application’s functionality – this is sometimes more and sometimes less. We arrive at this figure by
using a simple calculation of three key factors:
 Data conversion – 100%
 UI Conversion – 95%
 Scripts, formulae, security and ACL usage 55%
So there is always a need for remedial development work to be completed before deploying.

5. CIMTrek Ltd © 2017 CIMTrek Migrator to SharePoint User guide May 2017 5 | P a g e
Please note that CIMTrek Ltd reserves the right to alter content and product functionality without prior notice
2. Installation and Configuration
2.1 Installation
Installing CIMtrek is simplicity itself and requires a couple of mouse clicks and it’s done. However,
CIMtrek is Licensed for use on the PC you are installing it and the Domino server and Notes client
declared at the time you purchased the right to use the product.
To install and execute the software you will need the following:
 A Lotus Notes client version 8.5.2 or newer
 A Notes user ID that logs on to the Domino server (Administrator is recommended)
 SQL Server (express) which is used to manage the migration process
 SharePoint Foundation (2013 if using on premise)
 .NET Framework 4 or higher
Once all that is established simply double click the installer icon and the rest of the
process is self-explanatory.
During the migration process you will be presented with a number of options that will
guide you the desired outcome. Cimtrek has a “show tips” option that will, once selected,
provide a short explanation of the options.
2.2 Configuration
Once the installation is complete you need to complete the configuration process. Configuring
CIMtrek is very straightforward; simply click on the “Migration Configuration” tab and you will be
presented with the following screen (Figure 2).
Figure 2 Configuration

6. CIMTrek Ltd © 2017 CIMTrek Migrator to SharePoint User guide May 2017 6 | P a g e
Please note that CIMTrek Ltd reserves the right to alter content and product functionality without prior notice
The things to address are as follows:
1. The NSF Ignore List – is the standard Notes NSF files that you want to explicitly ignore during
the discovery phase.
2. The Database Configuration – this is where the database will be built and used during the
migrated process – this is for the migration process only – the SharePoint option does not
use this copy of SQL.
3. Output files - the locations where you want the output files and error logs to be placed.
When you’re finished, please remember to save the configuration by clicking the Save configuration
button in the bottom right of the screen.
You’re now ready to proceed to section 3: the Discovery process.
3. Discovery
Before the task of migrating applications can begin, there is the need to understand which NSFs are
to be migrated and in order to do that we include a scaled down version of the CIMtrek Discovery
Process. Given the correct access (normally Administrator) rights, this process automatically
interrogates the Domino server(s) or Notes clients and compiles a complete list of the NSFs you
have. This analysis reports the headline characteristics of the application as shown in the screen
shot, See Figure 3 below. CIMtrek Migrator can then analyse those NSFs in detail to determine what
needs to be converted and how much effort it might take.
To run the discovery all that is required is to connect to Notes/Domino files that you want to
interrogate. The user name is derived from the Notes-ID file on your PC – all you require is the
password. You can select “Local” (which uses the Notes client) or Remote which will access the
named domino server (found in the Server or its IP Address from the drop down menu). Finally
enter the required password and click the Discovery or quick Discovery button. This will then
establish the connection and the discovery process will start automatically.
Please note that the setting for the “include Mail Databases” checkbox is unchecked by default. Only
select this option if you want to include all Mail users on the system.
Figure: 3 connecting to Domino or Notes environment

7. CIMTrek Ltd © 2017 CIMTrek Migrator to SharePoint User guide May 2017 7 | P a g e
Please note that CIMTrek Ltd reserves the right to alter content and product functionality without prior notice
You only need run this process once – on subsequent occasions you will be given the opportunity of
recalling a previous discovery and using that. You do not need to concern yourself with the fact that
the NSF may have been accessed since the full discovery was run as CIMtrek takes care of that
during migration.
The information displayed by the discovery process shows:
 Title (Name of the Application)
 The NSF Name
 Size
 Original Template Name used when the application was built
 Number of documents
 The number of forms CIMtrek finds
 The number of sub forms, shared Fields, pages, Form Fields, Actions, formulae, columns,
scripts, data connections
 Last modified date and date created.
If you run a quick discovery you see the first 4 columns only – double clicking a row will give more
detail.
In addition to the above, CIMtrek will also list all of the users with managerial access. For a full, in-
depth analysis you will need the enterprise CIMtrek DNA option.
Clicking on the Manager, Forms or Views columns will display more detail. For example in the
following screen shot you see the detailed list of users that have access to the database:
4. Extract Design Elements
Before anything else happens, CIMtrek has to interrogate the NSF file and extract all of the design
elements. Select the application you want to migrate from the Discovery process and click on the
export to CIM tab

8. CIMTrek Ltd © 2017 CIMTrek Migrator to SharePoint User guide May 2017 8 | P a g e
Please note that CIMTrek Ltd reserves the right to alter content and product functionality without prior notice
Figure 4 Create CIM file
This process extracts all of the design components from the NSF file and you will see the list of items
that have been extracted. This is for information purposes only; you do not need to do anything with
this file or information contained therein. The Checkboxes “Design Elements” and “Export
Documents” are not applicable in the SharePoint Migrator so can be ignored.
The SharePoint migrator has an option to migrate parts of the data from, say, a specific date or a last
modified date. This is done by selecting the conditions as shown.
5. Configuring filters
.
Notes is a complex product with many ways of achieving a desired outcome. Sometimes the
flexibility offered leads to duplication and superfluous artefacts being generated. This often causes
more, unnecessary, work to be generated during the remedial process.
To help, CIMtrek provides the ability to filter out Views, Forms and columns thereby ensuring you
extract and migrate only what’s needed to move the application to the new platform.

9. CIMTrek Ltd © 2017 CIMTrek Migrator to SharePoint User guide May 2017 9 | P a g e
Please note that CIMTrek Ltd reserves the right to alter content and product functionality without prior notice
Figure 5 Filters List
6. Migration
Once the Analysis is complete, you are ready to migrate an application – this comprises:
 Migration of the application to the new environment
 Data export and migration to RDBMS file structures if required
 Document extract and migration (moving attachments to selected repository)
Each process is described below;
6.1 Migrating the application to 1st Fix staging post.
This is the main part of the automatic migration. The migration to, what we, at CIMtrek, call the
Staging Post. The Staging Post is the point in the migration process where we would consider the
application to be at + or - 75%1
of its original functionality.
The following screen shot was taken during an actual migration of an application. Each of the
configuration options are described below.
1
75% is an average figure calculated as defined in Section 1 of this document – it is not guaranteed and under
certain conditions could be significantly better or worse than the figure given.

10. CIMTrek Ltd © 2017 CIMTrek Migrator to SharePoint User guide May 2017 10 | P a g e
Please note that CIMTrek Ltd reserves the right to alter content and product functionality without prior notice
Figure 6 Migration of the Application to Staging Post
There are a number of options and details that need to be considered and provided before the
migration can begin:
Option Value
Office 365 Option to migrate directly to O365
Create Site Collection An option to create a new site collection
Central Admin Server The URL where your Admin Server can be found
User Name The User Name that is used to access SP
Password The Password that is used to access SP
Domain Server name (optional)
Migration Type Options are:
- All (to migrate both design and data)
- Data Only – Used to refresh migrated data
- Design Only – to assist in development
Site Name Destination of Application migration
During the migration process, an application called CIMtrekSP is executed. This application is
responsible for creating and populating the lists with data. During maintenance of the application
this standalone application can be used over and over again to add features and data.
Figure 7 – deploying the app to SP

11. CIMTrek Ltd © 2017 CIMTrek Migrator to SharePoint User guide May 2017 11 | P a g e
Please note that CIMTrek Ltd reserves the right to alter content and product functionality without prior notice
At the end of the process scroll to the bottom of the screen and you will see the following:
Figure 8 – the new application file and location
The message tells you that the migration is complete and is available in SharePoint. The output from
the process is a site collection which can be run directly from a browser in any SharePoint supported
environment
6.2 Generating SharePoint Document Libraries
Many Notes applications are little more than document libraries. Migrating to SharePoint enables
you to “replicate” those applications in a document library. And it couldn’t be easier.
On selecting the “Export to DocLib” tab you will see a list of attachments that have been extracted
from the NSF along with a number of options as follows:
 Set the SharePoint parameters of user name, password, site collection details
 Target environment of Office 365 or “on premise”
 Select all of certain documents
 Create a site collection or not
 Decide on the folder structure you want to use based on the Notes Views and columns
 Finally you have the option to convert certain document types (MS Office) to PDF files if you
so wish.
Figure 9 – Document Export

12. CIMTrek Ltd © 2017 CIMTrek Migrator to SharePoint User guide May 2017 12 | P a g e
Please note that CIMTrek Ltd reserves the right to alter content and product functionality without prior notice
6.3 Data Export
Part of the migration process is the “liberation” of the data held in the NSF file and making it
available in an open relational database management system (RDBMS) such as SQL Server.
Please Note that when migrating an application to MS SharePoint it is not necessary for the user to
select this part of the migration process since it happens automatically during the migration process.
The option is left open to the users as there may be a need to generate the XML output, the SQL
database, develop bespoke data mappings or even export the attachments to an alternative DMS
environment.
Should you chose to build a SQL database then the creation of it is an automated process and is
described in the following screen shots.
First select the Notes Data Export tag – this will result in you seeing the following screen:
Figure 10 Data Export
You select the target database (normally the one defined in the configuration section) and test the
connection by clicking the “Test Connection” button shown.
Checking the “Generate XML output” will not only generate the database as described below, it will
also create a folder in the output directory that contains all of the data and attachments in a well-
defined XML format that you can use as an import option to third party products such as
Salesforce.com or Microsoft Dynamics
If the database does not exist, CIMtrek will CREATE it – if it does exist, CIMtrek will OVERWRITE it so
be careful. Now select the Export Data button, then sit back and watch.

13. CIMTrek Ltd © 2017 CIMTrek Migrator to SharePoint User guide May 2017 13 | P a g e
Please note that CIMTrek Ltd reserves the right to alter content and product functionality without prior notice
7. Post Migration – 2nd fix
Once the application has been migrated to SharePoint the tidying up, remedial work and security
settings can be addressed. CIMtrek Migrator to SharePoint provides out-of-the box several tools to
make this process as simple as possible.
7.1 ACL mapping
For the on premise migration CIMtrek provides you out-of-the box a strong capability to map the
Notes ACL settings with your SharePoint on premise installation– and Active Directory
users/roles/access rights. ACL mapping is not currently available for the Office 365 option.
As part of the migration CIMtrek migrator automatically picks up all ACL settings and the existing
SharePoint and Active Directory Users uploaded from the output directory, so they can be manually
mapped.
ACL and site permissions are managed by separate applications that are shipped as part of the
product.
Figure 11 – ACL mapping
SharePoint ACL Implementation support
• Form Based Authentication (i.e. where the user base is maintained within SharePoint)
• Active Directory Services (i.e. where the user base is maintained in a ADS server which is
configured in SharePoint)
CIMtrek ACL utility Features
• Migration Tool extracts existing Users found in the NSF File.
• Supports creation of new users’ groups permissions in SharePoint for both FBA & ADS.
• Mapping can be defined to change the Lotus Notes user to the new user configuration.
• Post Migration – Users in Lotus Notes are simply moved as text fields in SharePoint. The
CIMtrek ACL utility updates these fields to people lookup after the mapping has been
correctly defined and applied.
• People Lookup applies to both FBA as well as ADS

14. CIMTrek Ltd © 2017 CIMTrek Migrator to SharePoint User guide May 2017 14 | P a g e
Please note that CIMTrek Ltd reserves the right to alter content and product functionality without prior notice
7.2 Other remedial work
The application can be tidied-up using standard SharePoint (maintenance) functionality and tools
such as Visual Studio. For example:
- Changing sequence menu structure
- Changing titles/naming
- Deleting hidden fields
- Applying style sheets
- Debugging using Visual Studio
- Etc., etc.
The migrated application is standard SharePoint which means making the migrated application
production ready, and future maintenance is very straightforward in the majority of cases.
7.3 Where stuff can be found
To assist you in completing the remedial work, CIMtrek stores all of the forms, views, data, etc. in
XML files created under the output directory as defined in the CIMtrek configuration process
described above. They are as follows:

15. CIMTrek Ltd © 2017 CIMTrek Migrator to SharePoint User guide May 2017 15 | P a g e
Please note that CIMTrek Ltd reserves the right to alter content and product functionality without prior notice