Installing Tzunami Documentum Exporter

This chapter contains information about installing Tzunami Documentum Exporter. It contains the following topics:

• System Requirements

• Installing Tzunami Documentum Exporter

  

System Requirements

The following requirements must be met in order to use Tzunami Documentum Exporter:

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Installing Tzunami Documentum Exporter

Tzunami Documentum Exporter requires that the Documentum Foundation Classes (DFC) to be installed and configured on the machine where the exporter is running.

To install Tzunami Documentum Exporter:

1. Unzip the zip file, and run Tzunami Documentum Exporter Tool Setup.msi. The Tzunami Documentum Exporter setup wizard (Welcome window) will launch. To advance through the install wizard, click Next on the bottom of the window.

 

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2. In the End-User Licensing Agreement panel, click " I accept the terms in the License Agreement"  and click Next  to continue installation.

 

You are advised to read the terms of the license carefully before proceeding with the installation. If you decline the license terms, the installation cannot proceed.

3. In the Custom Setup panel, do one of the following:

• To accept the default Destination Folder, click Next .

• Click Browse , locate and select a destination folder, click OK,  and then click Next .

 

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4. In the Ready to install Tzunami Documentum Exporter panel, click Install .

 

5. In the Completed Tzunami Documentum Exporter Setup Wizard, to exit the wizard, click Finish .

 

When Tzunami Documentum Exporter is installed, it comes with a default license that can be used for evaluation purpose only. This license is limited in time and number of operations.

  

2 - Tzunami Documentum Exporter

This chapter contains information about Tzunami Documentum Exporter. It contains the following topics:

• Overview

• Exporting from Documentum

• Command-line Export

• Best Practice

  

Overview

Tzunami Documentum Exporter enables migrating Documentum content into SharePoint Microsoft Office 365, Server 2010/SharePoint Foundation 2010 (SPS2010/SPF2010), Microsoft Office SharePoint Server 2007/Windows SharePoint Services 3.0 (MOSS/WSS3.0), or Microsoft SharePoint Portal Server 2003/Windows SharePoint Services 2.0 (SPS2003/WSS2.0) using Tzunami Deployer.

To load Documentum content into Tzunami Deployer, you must first extract the content, using Tzunami Documentum Exporter, into TDX (Tzunami Deployer Export) and STDX (Separate Tzunami Deployer Export) files. You can then load this TDX file into a Deployer project.

When working with Tzunami Deployer on several machines, you can run an export on one machine and load the exported data on another.

Tzunami Documentum Exporter is distributed as an external tool from Tzunami Deployer.

Supported Types

The following items are exported from Documentum:

• Cabinets (General and Personal)

• Folders

• Documents (including custom types)

• Virtual Documents

 

Security

In addition to the structure and items, Tzunami Documentum Exporter extracts security information. The following permissions are used in the exporter:

• Browse

• Read

• Relate

• Note

• Version

• Write

• Delete

• Change State

• Change Permission

• Change Ownership

• Change Location

• Execute Procedure

• None

Each item is assigned an ACL defining the permissions of the various members according to the roles they were assigned.

The exporter automatically creates four default roles that are used during the deployment process. The roles include Reader (Browse and Read permissions), Contributor (Browse, Read, Relate and Note permissions), Web Designer (Browse, Read, Relate, Note, Version, Write and Delete permissions), and Administrator (user has full permissions).

 

Exporting from Documentum

The Tzunami Documentum Exporter enables you to export Documentum content to a TDX file.

When exporting, keep the following in mind:

Export in small chunks: When exporting from your source system, perform the export in small chunks of about 40K-50K files each that have a common business logic or some other logic.

Ensure consistency: Make sure that the content of the different exports does not overlap and that, while exporting, no changes are made to the source data.

To export to a TDX file:

1. In Tzunami Deployer, Right-Click  in the Documentum tab source store area and select Export Documentum to TDX .

Or Click Start > All Programs > Tzunami > Tzunami Documentum Exporter. The Welcome screen of the Export Wizard appears.

2. Click Next . The Documentum Configurations screen appears with three tabs: Credentials, General, and Advanced.

3. Click the Credentials  tab and enter the information required for the exporter to connect to Documentum.

 

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4. Click the General  tab and enter general export information.

 

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5. Click the Advanced  tab to enter advanced export information.

 

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6. Click Next . The Folders screen appears.

7. Navigate the Documentum folders and select the folders to export.

You can select all subfolders of a selected folder by checking Automatically select subfolders.

8. Click Next . The Filter screen appears.

 

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9. Set up filtering as follows:

a. In the Properties field, select a property.

b. In the Condition field, select a condition from the dropdown list and enter or select values in the corresponding field.

c. Click Add Condition . The condition is added to the Filter area, displaying the full filter expression.

You can only add one condition per property.

You can edit a condition for a property by selecting the property and modifying the condition type or values that are currently assigned to it.

You can remove a condition from a property or all the conditions from all the properties by clicking Clear Condition or Clear All, respectively.

This option works only for Data Items.

If multiple conditions are applied, only items that match all conditions are exported.

10. Click Next . The Destination Folder screen appears.

 

11. Specify where to export the files and generated TDX information. Make sure you are saving to a folder with a descriptive name and under a well-organized file system hierarchy. It is recommended to export to a folder that is as close to the root as possible.

Click Save  for saving export specification details as an XML file which can be used to run the exporter in command-line mode. See the section ‘Command-Line Export’ below for more details.

12. Click Next .

If the export folder already exists, a warning appears, informing you that the destination folder already exists and if you continue all existing information will be deleted.

Clicking OK confirms overwrite and clicking Cancel returns you to the Destination Folder screen to change the destination folder.

An Exporting screen appears with a progress bar and execution report, and the export process begins.

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You can save the export report by clicking Save As… after the export is complete.

You can display only export errors and warnings by checking Errors only.

You can check Auto-scroll to display the latest progress messages, as they appear.

13. Click Next . The Export Complete screen appears.

14. Click Done . The Tzunami Documentum Export wizard is closed.

If the exporter was run from Tzunami Deployer, after the extraction process completes successfully, you are prompted to load the exported data into the current Tzunami Deployer project. Clicking ‘Yes’  begins the process of loading the content from the previously exported TDX file into the project. For more information about loading sources, refer to the Tzunami Deployer User Guide.

 

Command-line Export

Tzunami Exporter for Documentum provides ability to run export sessions non-interactively using command line instructions. This allows administrators to plan and schedule long running migration jobs through scripts, batch files and schedulers according to needs and organizational timetables. To run the exporter in batch mode you will need exporter specification file explained in the ‘Choose Destination Folder’ step of the export wizard. The file contains all the export option details including:

• Source ECM connectivity information (Server Address, User Name, Password etc.)

• Items to export

• Destination and Log Folder

• Filter

• Exporter specific options

This file can be edited to suit your needs however the XML schema of the file should not be altered. It is recommended that you generate a sample specifications file in the Destination Folder Screen selection step of the export wizard and use it as a template to create your own specification file.

Once the specification file is ready, you can run the exporter from command line using command:

TzunamiExporter.exe [-r <ResultFile >] -s <ExportSpecificationsFile >

-r Outputs export results into an XML file [Optional]

-s XML file containing export specifications

Based on your needs you can create number of specification files and use them to run multiple export sessions as batch commands.

You will need to provide absolute path for TzunamiExporter.exe and ExportSpecificationsFile in the command if you are not running from the exporter installation directory.

In Microsoft Windows 7, Windows Vista, Windows Server 2003 and Windows Server 2008 environment, if USG (Universal Security Group) is enabled, Users with low privileges sometimes cannot export ECM contents. To export contents using command line, User must run with elevated or administrative privileges.

To export contents with elevated or administrative privileges, you can run the exporter from command line using command:

RUNAS /trustlevel:"Unrestricted" "<ExporterInstallationDirectory>\TzunamiExporter.exe –s \"<Spec file path>\Specfilename.xml \" "

For example: RUNAS /trustlevel:"Unrestricted" "C:\Program Files (x86)\Tzunami\Deployer 2.7\Exporters\Documentum\TzunamiExporter.exe -s \"D:\Spec Files\specs1.xml\" "

  

Best Practice

Due to the technological differences between Documentum and SharePoint, the following best practices should be taken into consideration:

• Follow the guidelines below when choosing the target structure.

 

3 - Licensing Information

Tzunami Documentum Exporter uses a default license that can be used for evaluation purposes. This license is limited in the number of items that are exported. If the license does not match your evaluating needs, contact support@tzunami.com for an extended license. For this purpose you will need to provide the Product Serial Code, and then enter the License Key you receive back from the Tzunami.

To retrieve the Tzunami Product Serial Code:

1. Select Start > Programs > Tzunami > Tzunami License Update. Tzunami License Update window opens.

 

2. Click Copy. This copies the Product Serial Code to the clipboard.

3. Paste the contents of the clipboard into an email and send it to the Tzunami Support Team at support@tzunami.com.

To extend the Tzunami license:

1. Select Start > Programs > Tzunami > Tzunami License Update . Tzunami License Update window opens (Figure 12 ).

2. Click Browse  and select the new License Key file received from the Tzunami Support Team.

If an error message appears, contact Tzunami Support Team a support@tzunami.com.

 

Download a PDF version of this guide at: http://download.tzunami.com/go.aspx?DocumentumGuide=Download