Tzunami Deployer User Guide - Amazon Web Services

Transcription

Tzunami DeployerUser GuideLearn how to successfully migrate ECM contents to MicrosoftSharePoint using Tzunami Deployer.Version 3.4Last Updated: October 10, 2021

Table of ContentsPREFACE .XIIABOUT THIS GUIDE. XIIINTENDED AUDIENCE. XIISTRUCTURE . XIIRELATED DOCUMENTATION . XIIICONVENTIONS . XIVTECHNICAL SUPPORT . XIVCOMMENTS AND SUGGESTIONS. XIV1TZUNAMI DEPLOYER FOR SHAREPOINT MIGRATION .1-11.1TZUNAMI DEPLOYER OVERVIEW . 1-21.1.1.Supported Source Systems . 1-21.1.2.Supported Target Systems . 41.2.TZUNAMI DEPLOYER WORKFLOW . 51.3.KEY FEATURES . 71.4.LICENSING INFORMATION . 72TZUNAMI DEPLOYER OPTIONS . 92.12.22.32.42.52.62.72.82.93GENERAL . 9SHAREPOINT CONNECTIVITY . 102.2.1SharePoint Timeouts . 112.2.2SharePoint Read Settings . 122.2.3SharePoint Migration Settings . 13DEPLOYMENT . 15MAPPINGS . 17SECURITY . 182.5.1Active Directory. 202.5.2Membership Provider . 21RULE ENGINE . 22AUTO FIXES. 23DELTA . 25OTHERS. 272.9.1Link Registration. 282.9.2Logging . 292.9.3Notification Setting . 30GETTING STARTED WITH TZUNAMI DEPLOYER. 313.1CREATING A NEW MIGRATION PROJECT . 323.1.1To create a project: . 323.2 SAVE A PROJECT. 353.2.1To save a project: . 354CONNECTING AND LOADING SERVERS. 374.1CONNECTING AND LOADING SOURCE SERVER . 384.1.1Loading from File System . 384.1.2Connecting and Loading from Source SharePoint. 40Page II

4.24.34.44.54.64.74.85MODELING TARGET SHAREPOINT .5-1065.164.1.3Loading from TDX File . 42CONNECTING AND LOADING TARGET SERVER . 4-564.2.1SharePoint on premise Server. 4-574.2.2Office365 - SharePoint Online. 4-664.2.3On-premise As Online . 4-84RELOADING SHAREPOINT ITEMS. 4-914.3.1Reload SharePoint items to Current project only . 4-914.3.2Reload SharePoint items to Current project including update in LRS Database . 4-924.3.3Benefits of using Update LRS DB option . 4-93REMOVING SHAREPOINT PROJECT . 4-93HANDLE THROTTLING WITH SHAREPOINT ONLINE . 4-94SPLIT SOURCE CONTENT . 4-94GLOBAL ACL MAPPING . 4-98BEST PRACTICE . 4-104MODELING TARGET SHAREPOINT . 5-1075.1.1Modeling SharePoint Structure. 5-1075.1.2Modeling SharePoint Metadata Service . 5-1175.1.3Modeling SharePoint Security and Permissions. 5-124DEPLOYING SOURCE DATA FOR MIGRATION.6-1356.1DEPLOY SOURCE DATA . 6-1366.1.1Deploying Selected Source Items to a Target SharePoint Locations. 6-1376.1.2Defining Deployment Options. 6-1376.1.3Mapping Security Information . 6-1566.1.4Best Practice for deploying source. 6-1656.2 AUTO DEPLOYMENT AND MIGRATION . 6-1656.3 DELTA DEPLOYMENT . 6-1686.3.1Configure Global Settings for Delta Deployment . 6-1686.3.2Edit Mapping files . 6-1686.3.3Perform Delta Deployment . 6-1706.4 SECURITY ONLY MIGRATION FOR ALREADY MIGRATED CONTENT . 6-1727MIGRATING USING DEPLOYER PROJECT .7-1777.18AUTO MIGRATION .8-1878.18.28.39EXECUTING THE MIGRATION. 7-1787.1.1Migrating Now . 7-1797.1.2Schedule Migrate . 7-1807.1.3Batch Mode Migrate . 7-1827.1.4Migrate process using Migration API . 7-1847.1.5Schedule Security Migration . 7-1847.1.6Best Practice for migrating a Deployer Project . 7-185CREATE MIGRATION PLAN FILE . 8-188UPDATE MIGRATION PLAN. 8-195IMPORT MIGRATION PLAN . 8-196CONFIGURING TZUNAMI DEPLOYER ADVANCE FEATURES .9-2009.1RULE ENGINE . 9-201Page III

9.1.1Opening the Rule Sets . 9-2019.1.2Specifying Rule Set Location . 9-2029.1.3Rule Sets Editor . 9-2039.1.4Creating a New Rule Set . 9-2039.1.5Copying a Rule Set. 9-2049.1.6Creating a Rule in a Rule Set . 9-2049.1.7Copying and modifying a Rule in a Rule Set . 9-2079.1.8Defining Conditions . 9-2079.1.9Defining Actions . 9-2159.2 CONTACT SUPPORT . 9-22610NAMING AND URL LENGTH E AND SUBSITE NAME . 10-228LIST AND LIBRARY . 10-228FOLDER AND FILE . 10-229GROUP NAME . 10-230PERMISSION NAME . 10-230URL AND PATH LENGTH. 10-230TROUBLESHOOTING .11-23211.1.111.1.212FREQUENTLY ASKED QUESTIONS LLATION . 12-235PERMISSIONS . 12-236MIGRATION . 12-236SECURITY . 12-237BROKEN LINKS . 12-238BATCH AND COMMAND LINE OPERATIONS . 12-238REMOTE OPERATION . 12-238LOGGING. 12-238DELTA DEPLOYMENT . 12-239ANNEX .13-24013.113.214Execution Report. 11-232Unexpected Errors . 11-233HOW TO UPDATE CONFIGURATION FILE TO PERFORM DELTA DEPLOYMENT OF MODERN PAGE . 13-240HOW TO CREATE MICROSOFT AZURE STORAGE ACCOUNT. 13-242COPYRIGHT AND TRADEMARK.14-245Page IV

List of TablesTABLE 0-1: TZUNAMI PRODUCTS DOCUMENTATION AND RESOURCES. XIIITABLE 1-1 SOURCE SYSTEMS . 1-2TABLE 1-2 SUPPORTED TARGET SYSTEMS . 4TABLE 2-1 DEPLOYER OPTIONS - GENERAL . 9TABLE 2-2: DEPLOYER OPTIONS - SHAREPOINT CONNECTIVITY. 10TABLE 2-3: DEPLOYER OPTIONS – SHAREPOINT TIMEOUTS . 11TABLE 2-4: DEPLOYER OPTIONS– SHAREPOINT READ SETTINGS . 12TABLE 2-5: DEPLOYER OPTIONS – SHAREPOINT MIGRATION SETTINGS . 13TABLE 2-6: DEPLOYER OPTIONS – DEPLOYMENT . 15TABLE 2-7: DEPLOYER OPTIONS – MAPPINGS . 17TABLE 2-8: DEPLOYER OPTIONS – SECURITY . 19TABLE 2-9: DEPLOYER OPTIONS – ACTIVE DIRECTORY . 20TABLE 2-10: DEPLOYER OPTIONS - RULE ENGINE . 21TABLE 2-11: DEPLOYER OPTIONS - RULE ENGINE . 22TABLE 2-12: DEPLOYER OPTIONS - AUTO FIXES . 23TABLE 2-13 SETTINGS FOR DELTA DEPLOYMENT DESCRIPTION . 25TABLE 2-14: DEPLOYER OPTIONS - OTHERS. 27TABLE 2-15: DEPLOYER OPTIONS – LINK REGISTRATION . 28TABLE 2-16: DEPLOYER OPTIONS – LOGGING . 29TABLE 2-17 DEPLOYER OPTIONS – NOTIFICATION SETTING . 30TABLE 3-1: LIST OF SUPPORTED SOURCE SYSTEMS . 33TABLE 3-2 LIST OF SUPPORTED TARGET SYSTEMS . 34TABLE 4-1: SHAREPOINT STRUCTURE – ACTIVE DIRECTORY TAB . 4-62TABLE 4-2: SHAREPOINT 2013 ICONS. 4-65TABLE 4-3: SHAREPOINT STRUCTURE – CONTENT TAB . 4-69TABLE 4-4: SHAREPOINT SHAREPOINT ONLINE ICONS . 4-71TABLE 4-5: SHAREPOINT STRUCTURE – CONTENT TAB . 4-74TABLE 4-6: SHAREPOINT SHAREPOINT ONLINE ICONS . 4-76TABLE 4-7: SHAREPOINT STRUCTURE – CONTENT TAB . 4-79TABLE 4-8: SHAREPOINT SHAREPOINT ONLINE ICONS . 4-81TABLE 4-9: SHAREPOINT ONLINE CONNECTION WIZARD . 4-82TABLE 4-10: AZURE STORAGE ACCOUNT . 4-84TABLE 4-11 SHAREPOINT STRUCTURE – SITES TAB . 4-88TABLE 4-12: SHAREPOINT SHAREPOINT ONLINE ICONS . 4-90TABLE 5-1: FIND WINDOW FIELDS . 5-117TABLE 5-2: ADD PROPERTY WINDOW FIELDS . 5-120TABLE 6-1 DEPLOYMENT OPTION. 6-138TABLE 6-2: DEPLOY WIZARD –GLOBAL SETTINGS ITEMS . 6-139TABLE 6-3: DEPLOY WIZARD - GLOBAL SETTING LISTS . 6-141TABLE 6-4: DEPLOY WIZARD – ITEMS HANDLING WINDOW FIELDS. 6-143TABLE 6-5: MISSING PROPERTIES IN TARGET WINDOW FIELDS. 6-153TABLE 7-1: SCHEDULE MIGRATE . 7-181TABLE 9-1: NEW DEPLOYMENT RULE SET FORM FIELDS. 9-203TABLE 9-2: RULE EDITOR, GENERAL TAB – DESCRIPTION OF FIELDS . 9-204TABLE 9-3: STANDARD TEMPLATE IDS . 9-210TABLE 9-4: STANDARD SOURCE VALUES (TEMPLATE BASE TYPE IDS) . 9-217TABLE 9-5: STANDARD TARGET VALUES (TEMPLATE NAME#CONFIGURATION ID). 9-218Page V

TABLE 10-1 NAMING CONSIDERATIONS FOR SITE AND SUB-SITE. . 10-228TABLE 10-2 NAMING CONVENTIONS FOR LIST AND LIBRARY. . 10-228TABLE 10-3 NAMING CONVENTION FOR FOLDER AND FILE. . 10-229TABLE 10-4 NAMING CONSIDERATION FOR GROUP NAMES. 10-230TABLE 10-5 NAMING CONVENTIONS FOR PERMISSION NAME. . 10-230TABLE 10-6 NAMING CONVENTIONS FOR URL. 10-231Page VI

List of FiguresFIGURE 1-1 TOPOLOGY FOR SHAREPOINT ON-PREMISE . 5FIGURE 1-2 TOPOLOGY FOR SHAREPOINT ON-PREMISE AS ONLINE . 5FIGURE 1-3 TOPOLOGY FOR SHAREPOINT ONLINE . 6FIGURE 1-4 TOPOLOGY FOR SHAREPOINT ONLINE USING MIGRATION API . 6FIGURE 2-1 OPTIONS WINDOW – GENERAL . 9FIGURE 2-2: OPTIONS WINDOW – SHAREPOINT CONNECTIVITY . 10FIGURE 2-3: OPTIONS WINDOW – SHAREPOINT TIMEOUTS . 11FIGURE 2-4: OPTIONS WINDOW – SHAREPOINT READ SETTINGS. 12FIGURE 2-5: OPTIONS WINDOW – SHAREPOINT MIGRATION SETTINGS . 13FIGURE 2-6: OPTIONS WINDOW – DEPLOYMENT . 15FIGURE 2-7: OPTIONS WINDOW – MAPPINGS . 17FIGURE 2-8: OPTIONS WINDOW – SECURITY . 18FIGURE 2-9: OPTIONS WINDOW – ACTIVE DIRECTORY . 20FIGURE 2-10: OPTIONS WINDOW – MEMBERSHIP PROVIDER . 21FIGURE 2-11: OPTIONS WINDOW – RULE ENGINE. 22FIGURE 2-12: OPTIONS WINDOW - AUTO FIXES . 23FIGURE 2-13 SETTINGS FOR DELTA . 25FIGURE 2-14: OPTIONS WINDOW – OTHERS . 27FIGURE 2-15: OPTIONS WINDOW – LINK REGISTRATION . 28FIGURE 2-16: OPTIONS WINDOW – LOGGING . 29FIGURE 2-17 OPTIONS WINDOW – NOTIFICATION SETTING . 30FIGURE 3-1: NEW PROJECT WINDOW . 32FIGURE 3-2: PROJECT WINDOW. 34FIGURE 3-3: SAVE AS WINDOW. 35FIGURE 4-1: ADD FILE SYSTEM ROOT WINDOW. 39FIGURE 4-2: ADD HYPERWAVE ROOT WINDOW . 39FIGURE 4-3: TZUNAMI DEPLOYER WINDOW - LOADED FILE SYSTEM. 40FIGURE 4-4: LOAD ECM NAME EXPORTED INFORMATION WINDOW. 42FIGURE 4-5 TRANSFORMATION FILE SAMPLE . 4-48FIGURE 4-6 DEPLOYER MIGRATION PROJECT . 4-48FIGURE 4-7 LOADING SOURCE ECM DATA IN DEPLOYER MIGRATION PROJECT. 4-49FIGURE 4-8 METADATE TRANSFORMATION WINDOW .

Tzunami Deployer User Guide - Amazon Web Services . e _ .