This chapter explains how to load sources content and target SharePoint in Deployer project. This chapter contains the following topics:

  • Loading Source Server
  • Loading Target Server
  • Best Practice

Loading Source Server

After creating a Tzunami Deployer project, you can load the information that describes the source system’s hierarchy structure and the metadata properties associated with each item. A tab appears in the Project window (Figure 3) for each source system type that you selected in the New Project window (Figure 2). For more information about creating a project, see Creating a New Migration Projecton page 2-7.

 

The loaded information is only read from the source system and no modifications are made to the actual source at any time during the migration process.

You can load information into Tzunami Deployer from one or more of the following source stores:

  • File System – Tzunami Deployer can load information directly from your file system. For more information, see Loading from File System on page 3-11.
  • SharePoint 2003/2007/2010/2013– Tzunami Deployer can load directly from a source SharePoint 2003/2007/2010/2013 store. For more information, seeLoading from SharePoi­nt 2003/2007/2010/Office 365/2013on page 3-14.
  • Microsoft Office 365 – Tzunami Deployer can load directly from a source Microsoft Office 365. For more information, see Loading Microsoft Office 365  on page 3-16.
  • Tzunami Deployer Export (TDX) File – For certain source (such as AquaLogic, Documentum, DocuShare, Exchange, LiveLink, and so on), Tzunami Deployer first extracts structure and metadata information into a TDX file using Exporter modules, and then copies the files into a separate directory on your file system (depending on your export mode). For more information about exporting source data, see Tzunami Exporter Guide. You can then load this TDX file into your project. For more information, see Loading from TDX Fileon page 3-14.
 

Information loaded from a source system captures the contents of that store at the time it is loaded (or exported, in the case of TDX files). If the source system is modified after being loaded, these modifications are not reflected in your Tzunami Deployer project. To access the up-to-date content of the source system, you must reload that system (or recreate the TDX file, where necessary).

After loading, two numbers appear to the right of each folder name in the source tree, for example  . The second number is the total number of items in that particular folder and all its subfolders. The first number is the number of items that were deployed to the target.

All source items are read-only and their icons are displayed with a blue lock ( ) overlay.

Loading from File System

Tzunami Deployer can load directly from a file system into one or more root folders that you can define in the source tree.

 

You can load HyperWave directly from a File System by using HMI files generated by HyperWave. HMI files are text files. It contains properties, their values and security permission for a specific file folder.

 

In order for a .HMI file to relate to a file/folder, the HMI file should:

Be named after the related file/folder.

For Example – The HMI file sample1.doc.hmi relates to sample1.doc and contains its properties and security permissions.

Have the correct value for the property ‘Type’

For Example – If the property Type is populated with the value ‘Link’, the file has to be html (or similar) file.

HMI files must start with the following line:

“HyperWave Meta Information/1.1”

Followed by an empty line

 

To load a source file system:

  1. Click 

Or

Right-click in the File System tab and select Add File System Root or Add HyperWave Root.

 

You can add as many roots as you want.

The Add File System Root window appears.

 

Figure 5: Add File System Root window

 

 

Figure 6: Add HyperWave Root window

 2. Enter a name for the file system root and specify the location of the source file system folder to be loaded.

3. Select Created After, Modified After, and Accessed After to filter out the files that will be loaded from the file system.

 

The Analyze document content checkbox is selected by default and instructs Tzunami Deployer to scan each file for embedded metadata properties, such as title, author, and so on. Metadata is retrieved based on IFilters installed on the computer running Tzunami Deployer.

If the number of source documents in your file system is very large or each file’s internal metadata does not need to be migrated, deselect this checkbox. When theAnalyze document content checkbox is deselected, the loading process is faster.

                                                                                                 

4. Click OK. The source begins to load. When the process is complete, the folder and files loaded by Tzunami Deployer appear at the top of the Project window and the status bar displays Ready.

 

Figure 7: Tzunami Deployer Window - Loaded File System


 

If certain files fail to load, a warning window appears, listing those files. You can save the information in this window in order to keep track of the migration. This may occur for a variety of reasons, such as failure to access a file because of a technical problem. For more information, see Folder and File Naming Considerations on page I.

Loading from SharePoi­nt 2003/2007/2010/Office 365/2013

If you are migrating contents between SharePoint servers, upgrading from SharePoint 2003 to SharePoint 2007/SharePoint 2010/Office 365/SharePoint 2013 or simply copying your SharePoint content, Tzunami Deployer is an easy to use, leading tool to migrate your SharePoint data.

To do so, you must first load the source SharePoint as a source in the Tzunami Deployer project. This process is identical to the process of loading the target SharePoint information, except that you right-click in the source store area and then select the Connect to SharePoint option.

To load a source SharePoint:

  • Click 

Or

Right-click in the Source SharePoint 2003/2007/2010/Office365/SP Remote/2013 tab and select Connect to SharePoint.

The Connection Wizard window appears. For more information about connecting to SharePoint, see Loading Target Server on page 3-15.

 

Loading from TDX File

If you have purchased a Tzunami Exporter, you can migrate content from additional sources, such as SharePoint 2001, LiveLink, and various other systems. This is done with a Tzunami Deployer Export (TDX) file that can then be loaded as a source in Tzunami Deployer. If you want to migrate from a content source that is not currently supported, contact the Tzunami Support Team for more information, including the specifications for the TDX file format, which can then be used in the same manner as the sources listed in Loading Source Server on page 3-11.

 

When running Tzunami Deployer on several machines, you can run an export on one machine, and load the exported data on another machine. While copying exported data to another machine, verify that you copy all the exported data, including both the TDX file and the extracted files directory (typically named FileStore).

When loading TDX file, Exporters have two modes of operations: Full Export and Lite Export. When performing a Full Export, documents that are exported are saved to the file system and uploaded from the file system during the commit stage. When performing a Lite Export only the structure, metadata, and security information are exported, without the documents. During the commit stage, Tzunami Deployer accesses the source system and downloads the documents that are to be uploaded. For Lite Export, the Tzunami Exporters must be installed on the Deployer machine.

 

To load a TDX file:

1. Right-click in the source area, and select Load <System Name> TDX. The Load <System Name> exported information window appears.

 

If you have just completed an export, the Load <System Name> exported information window is already displayed and the Location field already contains the location of the exported data.

 

 Figure 8: Load <System Name> exported information window

 2. Enter a name for the content to be loaded and specify the location of the TDX file.

3. Click OK. The source content begins to load. When the process is complete, the folder and files loaded by Tzunami Deployer appear in the top window and the status bar displays Ready.

 

Loading Target Server

In this step, you load the structure information describing the content of the target SharePoint Server (2003, 2007, 2010, 2013 or Office 365). Tzunami Deployer loads the SharePoint structure information, including portal areas, sites, lists, libraries, folders, documents, items, wiki page, etc. as well as security and metadata information. This information is displayed at the bottom of the Project window in the Target SharePoint 2003/2007/2010/2013 or Target Office 365 or Target SP Remote tab.

 

The target SharePoint is not modified until the committing step. For more information about committing, seeCommitting the Migration on page 4-84.

 

You first connect to the SharePoint server and then specify what information you want to load into your Tzunami Deployer project. When you load a SharePoint target, you can choose to load only some of the items and then load additional items at a later stage.

You can also remove the SharePoint information from the Tzunami Deployer project and load SharePoint again. This is especially useful for loading a different SharePoint server into the current Tzunami Deployer project, or for reloading SharePoint content.

Information loaded from SharePoint captures the SharePoint content at the time it is loaded. If SharePoint is modified after being loaded, these modifications are not reflected in your Tzunami Deployer project. Tzunami recommends that you do not modify the SharePoint content that is currently being processed by Tzunami Deployer. To access the up-to-date content of the SharePoint store, you can either remove the SharePoint from your Tzunami Deployer project or refresh a particular location by reloading it. For more information, see Removing SharePoint on page 3-32 and Reloading SharePoint Itemson page 3-32, respectively.

Load the SharePoint target smartly – plan the migration destination and nature to make it easier for you to choose which sites and lists you want to load in the target SharePoint. Loading the entire farm into a single project may be a redundant and time consuming operation. A template project(s) should contain only the destination top site collection loaded with no lists or sub-sites (un-loaded lists or sub-sites appear grayed-out in Tzunami Deployer project and you can reload them later).


Loading Microsoft Office 365

Microsoft Office 365 can be loaded either as a source or target in Tzunami Deployer. In order to load Microsoft Office 365 as a target, you must first connect to an Office 365 for which you need a user account with the following permissions:

  • The user must be a member of SharePoint Online Service Administrator, global administrator or top-level administrator for your organization.
  • The user must be a Site Owner or Site Collection Administrator of SharePoint Site Collection.

To Load Office 365

1. Click  

Or

Click Data > Target Office 365 > Connect to SharePoint.

Or

Right-click in the Target Office 365 tab and select Connect to SharePoint. The Office 365 Connection Wizard appears.

 

2. Click Next. The Connection Wizard progresses to the Access SharePoint Server screen.

 

Figure 9: Office 365/SP Remote Connection Wizard – Access SharePoint Server Screen

 

3. In the Site Collection URL field, enter the URL of the Site Collection. For example: http://sample-migration.sharepoint.com.

 

Tzunami Deployer automatically uploads and activates Tzunami Sandbox Solution in the Office 365 to provide Tzunami Deployer access to various operations in Site Collection not available otherwise. For more information on Tzunami Sandbox Solution see Tzunami Deployer Installation Guide.

 

4. Specify a Different user name and enter a password in the Password field.[WU1] 


 

If Tzunami Deployer fails to connect to SharePoint, refer to Frequently Asked Questions on page X. Verify that you provided all the required permissions to the user, as specified in the Tzunami Deployer Installation Guide.

Clicking Errors only filters the displayed progress messages to show error messages only.

Clicking Auto-scroll scrolls down to display the latest progress messages, as they appear.

 5. Click Next. The Connection Wizard progresses to the Web Applications screen.

 Figure 10: SharePoint Connection Wizard – Web Applications Screen

6. Select one or more Web Applications to load and click Next. The SharePoint Structure appears with two tabs: Sites and Content.

Sites Tab

The Sites tab allows you to select site collections to load into the Deployer Project.

Figure 11: SharePoint Connection Wizard – SharePoint Structure - Sites Tab

 

Loading of SharePoint content may be a lengthy process, depending on the amount of content, the type of network, and the workload of the Microsoft Office 365.

When connecting to Microsoft Office 365, it is not necessary to select site collection and item to load into the project. Tzunami recommends that you only load the site collections and portal sites that are the targets for your current project.

Site collections and Items that are not loaded at this stage appear grayed out in the Project window. Such items can be reloaded at a later time. For more information about reloading items, see Reloading SharePoint Items on page 3-32.

 7. Click Sites Tab to load the SharePoint site collections and portal sites.

Table 2: SharePoint Structure – Sites Tab

Field

Description

Find

Enables you to Find the site collection containing the text in the site collection by typing in the text box.

Read sub sites

Reads sub sites of all selected site collections.

 

Clicking Reverse Check reverses your selection in the site tree: All deselected branches are checked and all selected branches are unchecked.

 

Content Tab

The Content tab allows you to select List Types content to load into the Tzunami Deployer and whether to load items and their versions.

Figure 12: SharePoint Connection Wizard – SharePoint Structure - Content Tab

 

When connecting to target, it is not necessary to load versions of documents.

               8. Click Content Tab to load the Site contents.

Table 3: SharePoint Structure – Content Tab

Field

Description

List Types

 

None

No lists are loaded.

Libraries Only

Only libraries are loaded.

All Lists

All types of lists are loaded.

Read Folders

 

None (faster)

No folders of lists and libraries are loaded.

Immediate Child Folders

Only immediate folders are loaded.

All Folders

All folders are loaded.

Read Items Versions

 

No items (faster)

No item versions are loaded.

Latest version only

Only the latest item versions are loaded.

All versions (slower)

All item versions are loaded.

 

9. Click Next. The Thank you for using the Connection Wizard screen appears.

10. Click Done. Tzunami Deployer begins scanning the Office 365 and loads information about the selected site collections, including sub-sites, lists, folders, files and list items.

A Results window appears, displaying the load progress.

Figure 13: Loading Target Office 365 – Results Window

 

You can stop the loading process at any time by closing the Results window, right-clicking in the SharePoint area, and selecting Stop Loading SharePoint.

 When the loading process is complete, you can browse the Office 365 structure in the Project window. For example:

Figure 14: Loaded Target Office 365

The following table displays the various icons used by Office 365 to represent various types of items.

Table 4: SharePoint 2010 Icons

Icon

Description

 

Web Application

 

SharePoint Site

 

List

 

Document Library

 

Picture Library

Folder

Each item in the structure tree is followed by two numbers. The first number is the number of documents and list items deployed, but not yet committed to the target SharePoint. The second number is the total number of documents and list items in that particular location and all its nested hierarchy.

Clicking a location in the tree displays the list of items in that location. The name of the item appears in the first column. Metadata property values and other information appear in the adjacent columns.

To activate the various actions in Tzunami Deployer, select an item and choose a menu option or right-click an item to display a context-sensitive menu. All the actions in the context-sensitive menus are also available in the Data menu. When you select an item, only the options that are relevant to the selected item are made available for activation. All other options are deactivated.

You can right-click an item and select Open to view it. In lists that support document versioning, you can view the versions of an item by right-clicking the item and selecting Versions.

 

Loading SharePoint Server (SPS2013/SPF2013, SPS2010/SPF2010 & MOSS/WSS3.0)

You can load SharePoint (SPS2013/SPF2013, SPS2010/SPF2010 and MOSS/WSS 3.0) servers as a source or target in Tzunami Deployer. To load SharePoint Server, you must first connect to a SharePoint server from Tzunami Deployer for which you need a user account with the following permissions:

  • The user running Tzunami Deployer needs to be a Local Administrator (to get Registry and File System access).
  • The user provided in Deployer must have permission to connect to the machine where Tzunami Deployer Remote Service is installed.

To load a SharePoint target:

1. Click 

Or

Click Data > Target SharePoint 2013 > Connect to SharePoint.

Or

Right-click in the Target SharePoint 2013 tab and select Connect to SharePoint. The SharePoint 2013 Connection Wizard appears.

2. Click Next. The Connection Wizard progresses to the Access SharePoint Server screen.

Figure 15: SharePoint Connection Wizard – Access SharePoint Server Screen

3. Enter the name or Fully Qualified Name (FQN) of the SharePoint front-end server in the Server Address field. Use the name or IP Address of the front-end server running the Tzunami Deployer Remote Service.

 

The Tzunami Deployer evaluation version only allows you to connect to the local server. The local machine name is automatically selected. The fully licensed version of Tzunami Deployer does not have this restriction and allows you to connect remotely to any SharePoint server.

 4. Specify the user account to be used by Tzunami Deployer to login and access the SharePoint server.  You can choose between two options:

  • Windows logon user – Use the currently logged on user.
  • Different user name – Specify a different user and enter a password in the Password field. When specifying a user, use the following formats: DOMAIN\user or COMPUTERNAME\User or user@DOMAIN or user@COMPUTERNAME.

 

If Tzunami Deployer fails to connect to SharePoint, refer to Frequently Asked Questions on page X. Verify that you provided all the required permissions to the user, as specified in the Tzunami Deployer Installation Guide.

Clicking Errors only filters the displayed progress messages to show error messages only.

Clicking Auto-scroll scrolls down to display the latest progress messages, as they appear.

 5. Click Next. The Connection Wizard progresses to the Web Applications screen.

Figure 16: SharePoint Connection Wizard – Web Applications Screen

 

 

If a URL of the virtual server displayed in the screen is not the same as it is in IIS or in SharePoint, you can change it from the list of alternative URLs, or configure it manually in the URL field. Click Update to use the selected URL.

When connecting to SharePoint as target, it is not necessary to load versions of documents.

 6. Select one or more Web Applications to load and click Next. The SharePoint Structure appears with three tabs: Sites, Content and Active Directory.

 Sites Tab

The Site tab allows you to select site collections to load into the Deployer Project.

 

Figure 17: SharePoint Connection Wizard – SharePoint Structure - Sites Tab

 

Loading of SharePoint content may be a lengthy process, depending on the amount of content, the type of network, and the workload of the SharePoint server.

When connecting to SharePoint, it is not necessary to select site collection and item to load into the project. Tzunami recommends that you only load the site collections and portal sites that are the targets for your current project.

Site collections and Items that are not loaded at this stage appear grayed out in the Project window. Such items can be reloaded at a later time. For more information about reloading items, see Reloading SharePoint Items on page 3-32.

 7. Click Sites Tab to load the SharePoint site collections and portal sites.

Table 2: SharePoint Structure – Sites Tab

Field

Description

Find

Enables you to Find the site collection containing the text in the site collection by typing in the text box.

Read sub sites

Reads sub sites of all selected site collections.

 

Clicking Reverse Check reverses your selection in the site tree: All deselected branches are checked and all selected branches are unchecked.

 

Content Tab

The Content tab allows you to select List Types content to load into the Tzunami Deployer and whether to load items and their versions.

 

When connecting to SharePoint 2013 as a target, it is not necessary to load versions of documents.

8. Click Content Tab to load the Site contents.

Figure 18: SharePoint Connection Wizard – SharePoint Structure - Content Tab

Table 3: SharePoint Structure – Content Tab

Field

Description

List Types

 

None

No lists are loaded.

Libraries Only

Only libraries are loaded.

All Lists

All types of lists are loaded.

Read Items Versions

 

No items (faster)

No item versions are loaded.

Latest version only

Only the latest item versions are loaded.

All versions (slower)

All item versions are loaded.

Active Directory Tab

The Active Directory tab allows you to load user and groups from Active Directory domains.

Figure 19: SharePoint Connection Wizard – SharePoint Structure - Active Directory Tab

9. Click Active Directory Tab to select Active Directory Domain.

 

Active Directory tab is only available when connecting to the Target SharePoint Structure.

Table 5: SharePoint Structure – Active Directory Tab

Field

Description

Users and Groups

Specify how to load users and groups from Active Directory domains.

Read users and groups from Active Directory

Allows you to read users and groups from Active Directory.

  • Do not load disabled users from Active Directory – Select this option to skip disable users and groups when reading Active Directory.

Import users and groups from XML

Allows you to import users and groups from a XML file.

Do not read users and group

Allows you to skip loading users and groups from Active Directory.

Active Directory cache expiry time (in days)

Allows you to specify expire time for remove Active Directory cache files.

Choose domains…

Opens the Choose Domains for Reading window, which displays the domain to which the SharePoint machine belongs and any sub-domains and additional domains with a trusted relationship to that domain.

 

Click Update List to display domains. The Domain that is part of SharePoint server, any Sub-Domains andAdditional Domains with trusted relationship with main domain appears in BLACK COLOR.

Cached Domains have their user information stored in a local cache files, and will be read without probing the domain controllers for information. The Cached Domainsare displayed in RED COLOR.

Any domains with incoming trust relationship are displayed in PURPLE COLOR. You must enter domain credentials to read users from incoming trusted relationship domains.

 

 

If you select an Active Directory domain, Tzunami Deployer retrieves all the users and groups from that domain.

 

 

Click Add Domain to add custom domains that do not appear in the Domains tree. Enter Domain Credentials window appears.

 

 

 

 

Specify the Domain name and enter User name,Password and Confirm password in their respective fields. Click Test to verify domain credentials to connect with the custom domains.

Click Delete Domain(s) to delete selected domains from the list.

Tzunami Deployer caches the results from previous connections to SharePoint. You can delete the cached information by selecting a domain and clicking Remove Cache.

 

10. Click Next. The Thank you for using the Connection Wizard screen appears.

11. Click Done. Tzunami Deployer begins scanning the SharePoint server and loads information about the selected site collections, including sub-sites, lists, folders, files and list items.

A Results window appears, displaying the load progress.