Integrate, Extend, or Migrate IBM Lotus Notes/Domino Applications to SharePoint, InfoPath, SQL Server, and VS.NET - PowerPoint PPT Presentation

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Integrate, Extend, or Migrate IBM Lotus Notes/Domino Applications to SharePoint, InfoPath, SQL Server, and VS.NET

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Title: Integrate, Extend, or Migrate IBM Lotus Notes/Domino Applications to SharePoint, InfoPath, SQL Server, and VS.NET


1
Integrate, Extend, or Migrate IBM Lotus
Notes/Domino Applications to SharePoint,
InfoPath, SQL Server, and VS.NET
  • Sudeep TrivediChief Technology Officer
  • CASAHL Technology, Inc.

2
Agenda
  • Overview
  • Introduction To CASAHL
  • Microsoft For Lotus Notes Users
  • Analyzing Lotus Notes Applications
  • Integrating Notes Applications With Microsoft
    Platform using ecKnowledge
  • Lab 1 SharePoint
  • Lab 2 ASP.NET and InfoPath, Data
    Transformations, Managing ecKnowledge
  • Lab 3 Certification Exercises
  • Summary

3
CASAHL Background
  • Founded In 1993
  • Started out by licensing NotesSQL ODBC driver to
    Lotus
  • Singularly focused on enhancing the collaboration
    platforms
  • Products to integrate, extend, and/or migrate
    collaborative applications
  • Over 1,000 customers worldwide
  • CASAHL products have consistently won industry
    awards for best integration tools

4
CASAHL Background
  • Leader in Lotus Notes integration market since
    1995
  • Leader in integrating Microsoft Exchange public
    folder applications since 1997
  • Close partnership with Microsoft on integrating,
    co-existing, or migrating Lotus Notes
    applications to Microsoft Exchange, SharePoint,
    SQL Server, InfoPath, and .NET

5
CASAHL ProductsIntegrate, Extend, and/or Migrate
Collaborative Applications
6
CASAHL And Microsoft Partnership
  • Toolset
  • Developer of Application Analyzer for Lotus Notes
  • ecKnowledge is Microsofts preferred solution for
    connecting with Lotus Notes
  • Training the partners and Microsoft field on the
    tools
  • Presenting at the Microsoft conferences and trade
    shows
  • About to jointly launch GTM campaign

7
Lotus Notes/Domino And Microsoft Platform
  • Compelling new collaboration platform in
    SharePoint Products and Technologies and Office
    2003
  • Familiar Office rich-client experience
  • Adopt .NET as standards-based application
    development platform
  • Build portal strategy around SharePoint and .NET
  • Reduce TCO through consolidation of messaging and
    collaboration platforms

8
Approaches For Introducing Microsoft Technologies
  • Integrate and extend Lotus Notes applications to
    Microsoft platform
  • Least disruptive way to introduce Microsoft
    products
  • Immediately start to see the benefits
  • Migrate to Microsoft platform
  • Maximum savings on TCO
  • Requires extensive planning can be disruptive if
    a period of coexistence is not offered

9
Strategies For Integrating, Extending, or
Migrating
  • Analyze the existing applications to understand
    their usage and complexity
  • Always implement a phased approach
  • Take advantage of best-of- breed products from
    Microsoft
  • Start with the most common, template-based
    applications first
  • Evaluate the business functions of the most
    complex applications

10
Toolset
  • Microsoft Application Analyzer (developed by
    CASAHL)
  • CASAHLs ecKnowledge for data and application
    coexistence and migration

11
Application Analyzer
  • Analyzes Lotus Notes and Domino applications for
    complexity, scale, and usage
  • Collects information about Lotus Notes and
    Domino applications and generates reports
  • Two program components
  • Data Collector
  • Data Processor

12
Application Analyzer
  • Collects raw data about Lotus Notes databases
    in an organization
  • Calculates statistics on size, design elements,
    usage, etc.
  • Prepares collection of reports offering deep
    analysis on structure and usage

13
demo
Microsoft Application Analyzer for Lotus Notes
14
Categorizing Lotus Notes Applications
High
Complexity
Low
  • Core Services

15
ecKnowledge
  • Integrate, extend, and/or migrate Notes
    Applications to Microsoft platform
  • Wizard-based UI, coupled with enterprise strength
    server
  • Vast connectivity to Microsoft servers and other
    enterprise backend systems
  • Helps bring down the total cost of the projects

16
Leverage Rich Microsoft Target Set
SharePoint Office 2003, InfoPath
SQL Server
Exchange
Visual Studio .NET
Lotus Notes Domino
BizTalk Web services
17
SharePoint Products and Technologies
  • Candidate for most of the common Lotus Notes
    applications
  • Team room and Discussion
  • Document Library
  • Group/Team Task, To-Do, and Calendar
  • Simple custom applications
  • ecKnowledge provides a connector for easy mapping
    to SharePoint

18
demo
Using ecKnowledge To Extend Lotus Notes
Applications To SharePoint
19
SQL Server
  • Most appropriate data store for many
    transactional, self-service, and LOB Notes
    applications
  • ecKnowledge provides connectivity to SQL Server
    with support for
  • Normalization of Lotus Notes data
  • Creation of table schema
  • Synchronization, with configurable behavior
  • Notes-rich text and attachments

20
demo
Lotus Notes Data Integration with SQL Server
21
ecKnowledge .NET Application Generation
  • Jump-start application migration to Visual
    Studio .NET and InfoPath
  • Automatically generates code and .NET application
    framework
  • Choice of application architecture ASP.NET/Web
    Form or Windows Form
  • Resulting code engineered to follow Microsoft
    best practices
  • Application structure based on Microsoft Pet
    Store 3.0 application

22
demo
ecKnowledge Visual Studio .NETApplication
Generation
23
Application Generation Benefits
  • Cost savings on effort
  • Incorporates architectural best practices in the
    code
  • Quick and easy way to build proof-of-concept
  • LotusScript and formulas available in the target
    environment
  • Jump-start to Notes developers

24
Microsoft Office InfoPath 2003
  • New product in Office System 2003
  • RAD environment
  • Easy to add data validation and script events
  • Very compelling to Lotus Notes developers
  • Publish to SharePoint form library for sharing

25
demo
Microsoft Office InfoPath 2003
26
ecKnowledge Summary
  • Comprehensive environment to manage coexistence
    and migration from Notes
  • Notes applications can be mapped to entire range
    of Microsoft servers
  • Brings down the total cost of projects

27
Next Module
ecKnowledge Technical Training
28
ecKnowledge Components
Composer
Server
Server Manager
System Catalog
Log
29
Composer
  • App development environment
  • GUI for creating and modifying ecKnowledge
    objects
  • All objects defined through the Composer can be
    shared among different ecKnowledge applications
    and developers

30
Server
  • Windows Service or Console version
  • Event logging
  • Performance monitoring
  • Load balancing and fail-over

31
Server Manager
  • Graphical user interface to administer all
    ecKnowledge Servers on the network
  • Remotely execute jobs on an ad- hoc basis
  • Manage multiple Servers and job queues
  • View Server activity and history
  • Configure server

32
Developing ecKnowledge Applications
  • Step 1 Plan the integration solution
  • Determine the data flow points in the business
    process
  • For each data flow point, determine the meta-data
    model and schemas
  • Model the mappings between data sources and
    design any transformations
  • Design the architecture of the application
  • Event-based or scheduled
  • Sequencing or individual work units
  • Number of read/write transactions expected
    per-hour or per-day

33
Developing ecKnowledge Applications
  • Step 2 Develop, Test, Deploy
  • Create data sources and connections
  • Create a job with appropriate mappings
  • Add optional components, such as data
    transformations
  • Create event-based invocation scripts, if needed
  • Test the application using subset of production
    data
  • Perform pilot test with active users
  • Deploy in production

34
demo
ecKnowledge Components Typical Development Process
35
Summary Of Job Creation Demo
  • Source and Target connections and tables/forms
  • Column Mapping
  • One-way or two-way replication
  • Filter conditions, and operations such as Insert,
    Update, Delete
  • Timestamp or signature
  • Schedule
  • Execution Control
  • Load balancing, job sequencing, logging, error
    handling
  • Notifications

36
Summary of Replication Job Demo
  • Source and Target connections and tables/forms
  • Column Mapping
  • One-way or two-way replication
  • Parameters
  • Filter conditions, and operations such as Insert,
    Update, Delete
  • Advanced parameters for Lotus Notes

37
Summary of Replication Job Demo
  • Timestamp or signature
  • Schedule
  • Execution Control
  • Load balancing, job sequencing, logging, error
    handling
  • Notifications

38
Lab
Using ecKnowledge To Work With Windows SharePoint
Services
39
Exercise Scenario
  • Lotus Notes Document Library
  • Goal
  • Transfer and synchronize all documents in Notes
    document library with WSS
  • Once the documents are available in WSS
  • Check in, Check out
  • Revision history
  • Collaboration

40
ecKnowledge Demo
  • Notes Document Library to WSS

41
Hands-on Lab
  • Exercise 2a
  • One way migration of Notes document library to
    WSS
  • Note after Column Mapping, be sure to
    specify folder to store attachments in
    Additional Parameters section

42
Exercise Scenario
  • Notes Project Task Application as a collaborative
    application to track and manage team activities
  • Goal
  • To migrate this application to WSS standard Task
    list application

43
ecKnowledge Demo
  • Notes Project Task Application to WSS

44
Hands-on Lab
  • Exercise 2b
  • Coexist between Notes Project Task Application
    and WSS

45
Exercise Scenario
  • Custom Sales Tracking Application in Lotus Notes
  • Goal
  • To migrate this application to WSS custom list
  • Use FrontPage to further customize the look and
    feel of the custom list

46
ecKnowledge Demo
  • Notes Sales Tracking Application to WSS

47
Hands-on Lab
  • Exercise 2c
  • Coexist between a Notes Sales Tracking
    Application and WSS

48
Exercise Scenario
  • Discussion Team Room application
  • Typical collaborative application in Notes
    environment
  • Options
  • Exchange Public Folder/Outlook
  • Windows SharePoint Services

49
ecKnowledge Demo
  • Notes Discussion Team Room to WSS

50
Hands-on Lab
  • Exercise 2d
  • Coexist between Notes Discussion Team Room with
    WSS

51
ecKnowledge Demo
  • Notes Discussion Team Room to Exchange

52
Lab
Using ecKnowledge To Work With SQL Server, And
Generate .NET and InfoPath Applications
53
Visual Studio.NET Application Generation
  • Quick and easy jumpstart into creating new
    applications
  • Fully automated point-and-click way to recreate
    framework of Notes forms using VS.NET / InfoPath
    and SQL Server

54
Visual Studio.NET Application Generation
  • Choice of Windows Form, Web Form (ASP.NET), or
    InfoPath as target form
  • Choice of C and VB.NET
  • Resulting application is live, i.e. bound to
    SQL and fully functional

55
Visual Studio.NET Application Generation
  • Resulting code engineered to follow Microsoft
    best practices
  • Code structure based on Microsoft Pet Store 3.0
    application

56
Exercise Scenario
  • IT Service Request tracking application in Notes
  • Goal
  • Transfer the Notes data to SQL Server
  • Create the new ASP.NET application using
    ecKnowledge code generator

57
Hands-on Lab
  • Exercise 3
  • Convert a Lotus Notes application to VS.NET Web
    Application using SQL Server

58
Microsoft Office InfoPath
  • New product in Office 2003
  • RAD environment
  • Can connect to various data sources including SQL
    Server, XML, Web Services, and Access
  • Easy to add data validation and script events
  • Can publish to SharePoint form library

59
Exercise Scenario
  • Lotus Notes Employee Performance Evaluation
    application
  • Goal
  • To migrate this application to the Microsoft
    Office InfoPath 2003, using SQL Server data store

60
Next Module
ecKnowledge Component Objects
61
ecKnowledge Components
  • Connection
  • Provides the information to connect to a system,
    such as server, database, login
  • Data Transformation
  • Used to change data to correspond to the target
    environment

62
Component Objects
  • Action
  • Trigger events when the record being exchanged
    contains data that meets a specified set of
    conditions
  • Rule
  • Perform integrity checking, permitting only those
    records that satisfy the specified rule to be
    included in the data transfer

63
Component Objects
  • Event
  • Set a condition to determine when an ecKnowledge
    job runs
  • Error handler
  • Handle non-critical errors using VBScript
  • Send email messages
  • Write error message to source system

64
ecKnowledge Component
  • Data Transformation

65
Transforming Data Using ecKnowledge Components
  • Rich Set Of Transformation Primitives
  • Using VBScript, COM, JavaScript, and Notes
    formula language
  • Mapping table for simple value transformations
  • Lookup external table

66
Adding Data Transformation
  • Steps To Transform Data
  • Create Data Transformation object
  • Data transformation is always associated with the
    source (not target) connection
  • In scripts, use field names from Source
  • Do not change data type
  • Specify The Transformation In Column Mapping
  • Remove mapping and Add with Data Transformation
  • Transformation Table
  • External Table Lookup
  • Symmetrical Transformation For Coexistence

67
ecKnowledge Demo
  • Notes Service Request to SQL Server Replication
  • Adding Data Transformation

68
Exercise Scenario
  • In the IT Service Request application, convert
    Priority field to low where Priority is null
  • Create a data transformation using
    ServiceRequestWebForm table
  • Add this Data Transformation to Priority using
    Column Mapping
  • Run the application again

69
Hands-on Lab
  • Exercise 5a
  • - Adding Data Transformation

70
ecKnowledge Component
  • Action

71
Actions
  • Trigger Workflows Based On Events
  • VBScript/JavaScript Allows You To Invoke External
    Business Logic In COM Or Other Components
  • Send e-mail
  • Perform Row/Document Level Manipulations
  • As opposed to field/column-level manipulation
    using Data Transformation

72
Actions
  • Examples
  • Credit Limit Action
  • If a customer has exceeded the credit limit, the
    information is sent to the credit departments
    customer tracking for processing
  • Concatenation Action
  • First Name and Last Name fields to Full Name
  • Splitting Action
  • Full Name field to First Name and Last Name
  • Actions are always specific to a job

73
Types of Actions
  • Send e-mail Notifications
  • Execute VBScript Or JavaScript
  • Execute data source native scripts, such as Lotus
    Notes formula
  • Execute a stored procedure on DBMS with
    input/output parameters
  • Execute a Lotus Notes agent
  • Attach files to message/document

74
Exercise Scenario
  • SQL DBA would like the Department Code to be
    translated from HR in Lotus Notes to Human
    Resources to run on insert and updates of
    records in Lotus Notes to SQL Server

75
ecKnowledge Demo
  • Actions

76
Hands-on Lab
  • Exercise 5b Action for record-level data
    manipulation

77
Lotus Notes Multi-value list
  • Collapse/expand when mapped to SQL
  • Normalize the data to flat rows in SQL
  • Replicated as a list to Outlook/Exchange
  • Semi-colon separated text for other cases

78
Lotus Notes File Attachments
  • Map to SharePoint document library or as an
    attachment to other item (e.g. discussion)
  • Map to Outlook/Exchange as an attachment
  • Map to SQL Image columns as binary stream using
    Column Mapping
  • Extract to file system

79
Lotus Notes Rich Text
  • SharePoint
  • Converted to HTML
  • WSS has limited support for HTML
  • SQL
  • Converted to Microsoft RTF or HTML when mapped to
    SQL Server Text column
  • Text value extracted out in all other cases
  • Exchange/Outlook
  • Microsoft RTF

80
Lotus Notes Rich Text
  • DocLinks converted to HTTP URL on Domino Server
  • OLE Embedded Objects are transferred as pictures
    and file attachments
  • There will be some loss of formatting
  • No other system supports as rich content
    structures as Notes does
  • Some constructs do not have equivalent

81
Security
  • ecKnowledge enforces the security constructs on
    all the systems
  • Does not convert Notes security to Microsoft
    security model
  • Allows you to extracts Notes ACL to be able to
    write custom code to enforce security
  • Tool for converting to WSS site permissions
  • System integrators need to design and plan the
    security architecture

82
Offline Storage
  • Simple cases
  • Offline features in Office 2003
  • More complex offline applications
  • Custom applications based on MSDE/SQL Server
  • Groove Networks
  • ecKnowledge can use Web services to integrate
    Notes applications with Groove

83
Workflow
  • Exchange emails based on application events
  • SQL Server notification service
  • Custom .NET code
  • BizTalk 2004 Human Workflow Services
  • SourceCode, K2.NET, and Ascentn workflow engines
  • ecKnowledge code generator is architected to
    leverage these products

84
ecKnowledge Benefits Summary
  • Coexistence leading to migration
  • Rich data integration options
  • Application generation
  • Quick ROI and low operating costs
  • Vast connectivity
  • Rapid application development environment
  • Non-intrusive to existing infrastructure

85
Installation
  • Hardware Requirements
  • Intel P3 550 MHZ or above processor
  • 256 MB RAM
  • 50 MB disk space
  • Software Requirements
  • Windows NT/2000/XP/2003
  • Client Software for your data sources

86
System Requirements
  • For Notes integration
  • Notes client, with DLLs in System PATH
  • ID file must have required access to databases
  • Configure connection to target platform
  • SQL Server, ShaerPoint, or other server
  • Install using administrative login
  • Request Activation Site Key after install
  • Send Site Code using Key Editor to key_at_casahl.com

87
Key Editor
  • Used to activate or maintain ecKnowledge license
    on the computer
  • License is specific to a computer Site Code
  • Send the Site Code and CRC to CASAHL to get an
    activation key
  • Key Editor shows you the connectors you are
    licensed to and the license validity period

88
ecKnowledge System Databases
  • ecKnowledge relies on two internal databases
  • System Catalog repository for all object
    definitions
  • Log The file that records ecKnowledge events

89
Configuring System Catalog and Log
  • Composer Server should be configured to use the
    same system catalog
  • Servers should share the catalog for load
    balancing
  • Use SQL Server for large projects
  • System catalog conversion tool can convert from
    one store to another
  • Log database can be configured in Server Manager

90
Server Administration
  • Server Manager can be used to work with all the
    servers on the network
  • Need administrative privileges on the server
    computer
  • Configure number of threads depending on the
    hardware and the system load
  • Options for shutdown for backup, scheduler, and
    port number

91
ecKnowledge Summary
  • Comprehensive environment to integrate, extend,
    and/or migrate Notes Applications to Microsoft
    platform
  • Wizard-based UI
  • Enterprise strength server
  • Allows you to scale
  • Full support for the best-of-breed products in
    the Microsoft platform
  • Helps bring down the total cost of the projects

92
Next Steps
  • Huge opportunities for SIs to build solutions
    around CASAHL offering
  • Join CASAHL Partner Program to jointly pursue the
    opportunities
  • Try out ecKnowledge in your own environment
  • Download from http//www.casahl.com
  • Email to info_at_casahl.com to discuss your project
    requirements

93
ecKnowledge
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