Quest® Migration Manager for SharePoint

Version 2.1

November 5, 2009

 


Contents

Welcome to Quest Migration Manager for SharePoint

New in this Release

Resolved Issues and Enhancements

Known Issues

System Requirements

Global Operations

Getting Started

For More Information

 


Welcome to Quest Migration Manager for SharePoint

Migration Manager helps you migrate and consolidate your accumulated SharePoint data assets from SharePoint 2003 servers to a new installation of SharePoint 2007.

After migration to the SharePoint 2007 platform is completed, Migration Manager can be used to deploy and restructure SharePoint content within and across SharePoint 2007 server farms.

 


New in This Release

More Robust, Scalable SharePoint 2007 Migration - Migration Manager 2.1 breaks site migration into multiple migration tasks internally. Each task is handling an individual site or list. Should an error occur, only the affected task fails and migration of other sites and lists proceeds. With native tools, a slightest error during export or import causes the entire migration to fail. Migration Manager makes a few retries on the failed task automatically before giving up and reporting an error. You can review the error message, fix the issue and retry that particular task individually, without restarting the whole migration job or cleaning up after the failed migration.

Granular SharePoint 2007 Re-Sync - You can perform full resynchronization of SharePoint 2007 to 2007 migration jobs. Job resynchronization will apply new and updated content, modified settings and security permissions to the target sites and lists. You can re-sync either the whole migration job at once or any specific pair of sites or lists within the scope of the job.

Migration Exclusions - When configuring a site migration job, you have an option to exclude specific child sites, lists and libraries so that only the content you need is carried over to the new location. This saves bandwidth for unwanted data transfers and/or relieves you from extra clean-up work.

Batched List Migration - You can migrate multiple SharePoint lists and libraries with a single migration job. A job can include lists from one or more sites. This minimizes the number of migration jobs to configure and monitor when consolidating content across multiple sites.

More State-Based Job Views - Migration job tracking has been significantly improved in this version. New views have been added to provide a better insight into the migration process.

Enhanced Migration Job Properties - The following job properties enhancements are implemented in Migration Manager for SharePoint 2.1:


Resolved Issues and Enhancements

The following is a list of issues addressed and enhancements implemented in this release of Migration Manager for SharePoint.

Feature

Enhancement

Change Request

SharePoint 2003 - SharePoint 2007

If the relative URL of the migrated site contains two or more entries of the site collection relative URL, the content of this site is migrated successfully. CR#63245
If the job name contains "/" symbol, web part migration works properly. CR#62332

If a job contains several sites from different content databases, post-migration synchronization runs successfully.

CR#00000
Sites with deleted owners are migrated successfully. CR#00000

 


Known Issues

The following is a list of issues known to exist at the time of Quest Migration Manager for SharePoint 2.1 release.

 

Feature

Known Issue

Change Request

SharePoint 2003 - SharePoint 2007

Private views for Lists and Document Libraries are not migrated. CR#63590
Migration Manager does not support migration of area document libraries based on specific portal template. CR#63521
Forms Libraries are excluded from migration by default. To workaround the issue, take the steps described in the article available at http://sharepointforall.com/forums/p/276/418.aspx. CR#51994
URLs in the link fields are not processed during migration. For more information, please see http://sharepointforall.com/forums/p/587/993.aspx. CR#55982
Changes to the settings and permissions of sites, lists and document libraries are not synchronized during post-migration synch. CR#62607
Alerts migration is not supported. CR#48865
When starting the Migration Manager for the first time, the browser security dialogue might be displayed. Сlick the Add button to add the web site to the trusted zone, and then click Add again. If the browser displays an error message, click Yes to continue until the browser accepts the modified security settings. CR#00000
If you use Internet Explorer to work with the web console, it might take up to 30 seconds to open the Set schedule dialogue when the Migration Hours option is selected. CR#00000
If you checked the On radio button in the Start job options, and then selected to view the Pre-migration analysis report, the On option will be disabled when returning to the main page. As a workaround, select one of the other two options, and then try On again. CR#00000
When migrating a source site based on custom site definition, the migration job gets stuck in a starting state. For instructions on how to migrate sites based on custom site definitions, please refer to the

Appendix D in Quest Migration Manager for SharePoint User Guide.

CR#00000
If a source web part contains a custom view, this view might be migrated incorrectly. CR#00000
Site themes are not preserved during migration. CR#00000
Web part migration is not supported for Portal sites and areas. CR#00000
Migration Manager unable to update the information in the Microsoft Office document if it was created by third-part tool. CR#00000
If the source site is incomplete, the error message "Unable to locate the source site template STS#-1 in the mapping rules" will be written to the source Log file. CR#00000
If the target site/list/document library already exists, the content will be migrated to the existing site/list/document library. CR#00000
When migrating content or portal site, the list/document library is not migrated if the target site contains list/document library with the same relative URL but different title. As a workaround, rename the target list/document library or delete it, and then re-migrate. CR#59123
If a discussion board to be migrated contains a view that has been modified, this view will not work on the target. As a workaround, delete this view and create a new one. CR#00000
Migration performance may drop significantly for migration jobs that include document libraries with lots of document versions. CR#00000
The values in the Issue ID fields are automatically set on the target and might differ from the source values. CR#00000
Synchronization of new sites does not work for portal site migration jobs. CR#00000
If document or list items were deleted on the target, their modifications are not synchronized. CR#00000
When migrating a meeting workspace with meetings previously deleted from calendar or scheduling tool, these meetings will not be migrated. CR#00000
Some views in the lists and document libraries might be migrated incorrectly. As a workaround, delete the view on the target, and then recreate it. CR#52798
If a Survey list contains responses from the users whose accounts cannot be resolved (e.g. local user accounts) on the target and the Allow multiple responses option is set to "no", by default these responses as well as the responses from legitimate users will not be replicated to the target Survey list. Contact Quest Support to adjust this option behavior during migration. CR#53724
When migrating a meeting workspace for a recurrent event, all event occurrences will be recreated on the target even if some of them were deleted or changed on the source workspace. CR#00000
Migration Manager for SharePoint requires that the Quest repository database is on a SQL server running Microsoft SQL Server 2005 (including Express Edition). The product may not work if the database is stored on SQL 2000. CR#00000
A meeting workspace linked to an event list in a parent web site is not migrated properly if migrated separately from the parent site.  CR#00000
For the Help to be displayed correctly,  make sure the cursor is in the right pane. CR#00000
When an SPS 2003 portal site is migrated to MOSS, the target site navigation contains sites for all the source areas, including those hidden from the portal site navigation in the source site. CR#00000
SharePoint 2007 - SharePoint 2007 All scheduled migration jobs are displayed in the Running jobs view. CR#00000
For SharePoint 2007 to 2007 migration, Migration Manager uses Microsoft Content Migration API and does not preserve the content this API cannot export/import: alerts, audit trail, change log history, check in/check out state, recycle bin items, recycle bin state, security state, workflow tasks, and workflow state. CR#00000
Publishing sites (web sites with Microsoft Office Server Publishing features enabled) may not work properly after migration due to broken layout references. You can use SharePoint Designer to fix references. CR#00000
Migration fails if there are mail-enabled lists and libraries in the scope. CR#00000
Japanese SharePoint Support When migrating sites with the permission migration option enabled, Migration Manager will use English names for the standard permission levels (e.g. Reader, Designer etc) instead of  Japanese names.  To use standard Japanese permission levels, replace the WSS3Levels.xml file in the Migration Manager root directory with the WSS3Levels.xml file from the %installdir%\JP directory,  and restart the Migration Manager services. CR#00000
When migrating Contact type lists, the City and State fields might switch places. To avoid the issue, replace the Migrators.xml file in the %installdir%\SpringConfigs directory with the Migrators.xml file from the %installdir%\JP directory, and restart the Migration Manager services. CR#00000

Global Operations

This section contains information about installing and operating this product in non-English configurations, such as those needed by customers outside of North America. This section does not replace the materials about supported platforms and configurations found elsewhere in the product documentation.

This release is Unicode-enabled and supports any character set. It supports simultaneous operation with multilingual data. This release is targeted to support operations in the following regions: North America, Western Europe and Latin America, Central and Eastern Europe, Far-East Asia, Japan.

 


System Requirements

Before installing Quest Migration Manager for SharePoint, ensure your system meets the following minimum hardware and software requirements:

SharePoint 2003 Server

Migration Manager supports migration from one of the following SharePoint version:

Note: The prescan.exe utility must be run on the source SharePoint 2003 server before proceeding with content migration using Migration Manager. The prescan tool can be downloaded at http://www.microsoft.com/downloads/details.aspx?FamilyID=e8a00b1f-6f45-42cd-8e56-e62c20feb2f1&DisplayLang=enn.

 

SharePoint 2007 Server

Migration Manager supports the following SharePoint versions:

 

Migration Manager Host Server

The SharePoint server must meet the following system requirements to run Migration Manager:

  1. Platform: Intel x86 or x64 (recommended).
  2. Operating system:
  3. The following Microsoft services should be installed and running:
  4. Access to an instance of Microsoft SQL Server to host a repository database for Migration Manager:
  5. Other:

 


Getting Started

Contents of the CD

The Migration Manager for SharePoint CD contains the following:

  1. Quest Migration Manager for SharePoint Version 2.1
  2. autorun.exe - the installer shell requiring the license key during the setup process.
  3. Product Documentation, including:
  4. Adobe® Acrobat Reader 7.0.8
  5. Quest Site Admin Information Portal 1.0

Installation Instructions

For installation instructions, refer to Quest Migration Manager for SharePoint User Guide.

 


For More Information

Contacting Quest Software:

Email info@quest.com
Mail Quest Software, Inc.
World Headquarters Polaris Way
Aliso Viejo, CA 92656
USA
Web

http://www.quest.com

Refer to our Web site for regional and international office information.

Contacting Quest Support:

Quest Support is available to customers who have a trial version of a Quest product or who have purchased a commercial version and have a valid maintenance contract.
Quest Support provides around the clock coverage with SupportLink, our web self-service. Visit SupportLink at http://support.quest.com/.

From SupportLink, you can do the following:

View the Global Support Guide for a detailed explanation of support programs, online services, contact information, and policy and procedures.
The guide is available at: http://support.quest.com/pdfs/Global%20Support%20Guide.pdf.

Contacting Development:

You can contact the development office by e-mail: SharePointFeedback@quest.com

 


This document contains proprietary information protected by copyright. The software described in this guide is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser’s personal use without the written permission of Quest Software, Inc.

 

© 2009 Quest Software, Inc. ALL RIGHTS RESERVED.

 

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Third Part Contributions

This product includes software developed by Python Software Foundation.

© 2001-2006 Python Software Foundation. All rights reserved.

 

This product includes software developed by Corporation for National Research Initiatives.

© 1995-2001 Corporation for National Research Initiatives. All rights reserved.

 

This product includes software developed by Stichting Mathematisch Centrum Amsterdam, The Netherlands.

© 1991-1995 Stichting Mathematisch Centrum Amsterdam, The Netherlands. All rights reserved.

 

This product includes software developed by the Apache Software Foundation (http://www.apache.org/).

© 2004-2008 The Apache Software Foundation. All rights reserved.

 

If you have any questions regarding your potential use of this material, contact:

Quest Software World Headquarters
LEGAL Dept
5 Polaris Way
Aliso Viejo, CA 92656
Email: legal@quest.com

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The information in this document is provided in connection with Quest products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of Quest products. EXCEPT AS SET FORTH IN QUEST'S TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, QUEST ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL QUEST BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF QUEST HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Quest makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. Quest does not make any commitment to update the information contained in this document.