Meridio Source

The following table lists the operations that are available in corresponding “Source connections” group present on ribbon when configuring a Meridio Source migration.

Add Meridio Source Connection

The Add Meridio icon , located in the Source Connections group of ribbon allows the user to create a source connection pointing to Meridio. User can browse Fileplan and select different Folders. The source connection can then be used to create migration task(s).

The following fields need to be configured for a Meridio connection:

• Name: Name of connection, to uniquely identify the connection within the workspace.
• Server Name: Name of the database instance hosting the Meridio database. Proventeq Migration Accelerator staging database and Meridio database should be hosted on the same SQL Server instance. e.g. DBServer\Instance.
• Use Integrated Security: Checked the checked box to use the Integrated Security.
• User Name: User name for connecting to the Meridio database. The user should be an Administrator for this database.
• Password: Password for the user name used above
• Database Name: Database Name of the Meridio installation.
• File Location: Full path to the folder storing the Meridio files.

User can check source and target collection sites by expanding them along with contents in Source and Target pane area as part of migration though it is not a mandatory step.

User can then either Edit Connection or Refresh Connection but these steps are not mandatory.

Fileshare Source

“Source Connections” pane is located at the left side of the main screen, and is designed to display the added source connections along with the content hierarchy.

The following table lists the operations that are available in corresponding “Source connections” group present on ribbon.

Add File Share Connection

Adding File share mapped drive/network drive

The Add File Share icon , located in the Source Connections group of ribbon allows the user to create a source connection pointing to a file share. User can browse and select Folder or a Drive using the folder selection dialog. The source connection can then be used to create migration task(s).

The user needs to input a unique friendly name for the File Share Connection.

The Following fields need to configure for a FileShare Connection.
Name: Name of connection, to uniquely identify the connection within the workspace.
Location: The path to the folder of Network/Shared Drive where the actual documents are
present.

Click on "Verify Connection" button to verify that the source system added is authenticated and validated for accessibility. Click on “Add” button to add the source connection.

User can then either edit Connection or refresh connection but these steps are not mandatory.

While adding mapped/network user will not find the mapped/network drive in source connection, user needs to follow below steps to configure it.

How to configure UNC path to enable mapped/network drive connection:

While adding mapped/network user will not find the mapped/network drive in source
connection, users need to follow below steps to configure it.

1. Open the “Run” prompt on windows (“Windows key + r” combination)
2. In the Run line, enter “regedit” to open windows registry
   
3. Click “OK”
4. User is presented with User Account Control (Windows Vista/7/8.x/10) window to make changes to machine configuration
5. Click on “Yes”
6. Regedit is a two-pane interface with keys in the left pane (key pane) and value names with the corresponding data in the right pane (value pane).
   
   Locate the path in Key pane HKEY_LOCAL_MACHINE/SOFTWARE/Microsoft/Windows/CurrentVersion/Policies/System
   
   
7. Right Click on Value Pane and Click on DWORD (32-bit) Value
   
   
8. Rename “New Value #1” to “EnableLinkedConnections”
   
   
9. Double click on EnableLinkedConnections
   
   
   Value Data: 1
   Base: Hexadecimal
   
   
10. Exit from Registry Editor by pressing Alt + F4 key
11. Restart Computer

Oracle UCM Source

“Source Connections” pane is located at the left side of the main screen, and is designed to display the added source connections along with the content hierarchy.

The following table lists the operations that are available in corresponding “Source connections” group present on ribbon.

Add Oracle UCM Connection

The Add Oracle UCM icon , located in the Source Connections group of ribbon allows the user to create a source connection pointing to a Oracle UCM server. The source connection can then be used to create migration task(s).

The following fields need to be configured for an Oracle UCM connection:

• Name: Name of connection, to uniquely identify the connection within the workspace.
• Server URL: URL of the Oracle UCM source system. The URL should end with /idcplg
• User Name: User name for connecting to Oracle UCM server. The user should be an Administrator.
• Password: Password for the user.
• Use Oracle UCM profiles checkbox: Selecting this checkbox will make use of the UCM profiles as the default content types for mapping. This should only be used if the UCM Server version supports profile, and profiles are being used.
• Select Content Source: Select UCM Web API or database source to discover items and retrieve content and metadata for migration.
• Host Server: Where the Database is located. E.g. 192.168.1.23
• Port: Port Number of Oracle Database Host Server E.g. 1521
• Service Name/SID: Name of Oracle Service name or SID name by the above choice selection. E.g. Orcl
• User Name : User name for connecting to Oracle database E.g. Administrator
• Password : Oracle Database password for the for the User.
• OCS Schema : Name of the OCS Schema name in the Oracle Database.

Click on the "Test Connection" button to verify that the details entered are correct. Click on the “Add” button to add the Oracle UCM connection.

Oracle UCM connection with SQL database

The Add Oracle UCM icon , located in the Source Connections group of ribbon allows the user to create a source connection pointing to a Oracle UCM server. The source connection can then be used to create migration task(s).

The following fields need to be configured for an Oracle UCM connection:

• Name: Name of connection, to uniquely identify the connection within the workspace.
• Server URL: URL of the Oracle UCM source system. The URL should end with /idcplg
• User Name: User name for connecting to Oracle UCM server. The user should be an Administrator.
• Password: Password for the user.
• Use Oracle UCM profiles checkbox: Selecting this checkbox will make use of the UCM profiles as the default content types for mapping. This should only be used if the UCM Server version supports profile, and profiles are being used.
• Select Content Source: Select UCM Web API or database source to discover items and retrieve content and metadata for migration.
• Server Name: Where the Database is located. E.g. 192.168.1.23
• Port: Port Number of the SQL Database E.g. 1433
• Use Integrated Security : Select Integrated security respective to SQL Login.
• User Name : User name for connecting to Oracle database E.g. Administrator
• Password : Oracle Database password for the for the User.
• OCS Schema : Name of the OCS Schema name in the Oracle.

User can check source and target collection sites by expanding them along with contents in Source and Target pane area as part of migration though it is not a mandatory step.

User can then either Edit Connection or Refresh Connection but these steps are not mandatory.

Documentum Source

“Source Connections” pane is located at the left side of the main screen, and is designed to display the added source connections along with the content hierarchy.

The following table lists the operations that are available in corresponding “Source connections” group present on ribbon.

Add Documentum Connection

The Add Documentum icon , located in the Source Connections ribbon group allows you to create a source connection pointing to Documentum. You can browse the Documentum Repositories and select different Cabinets/Folders. The source connection can then be used to create migration task(s).

The following fields need to be configured for a Documentum connection:

• Name: Name of the connection, to uniquely identify the connection within the workspace.
• Server URL: REST URL of the target Documentum Content Server. This is normally the hostname/IP address of the Documentum server followed by “:8080/dctm-rest/services”.
• User Name: User name for connecting to Documentum. The user should be an Administrator of Documentum.
• Password: Password for the above-mentioned user.

Once the connection has been created it can then be modified with the “Edit Connection” button or refreshed with the “Refresh Connection” button as necessary.

Hummingbird Source

“Source Connections” pane is located at the left side of the main screen, and is designed to display the added source connections along with the content hierarchy.

The following table lists the operations that are available in corresponding “Source connections” group present on ribbon.

The Add Hummingbird icon , located in the Source Connections group of ribbon allows the user to create a source connection pointing to a Hummingbird Library. User can browse and select Hummingbird Library using the Hummingbird Connection dialog. The source connection can then be used to create migration task(s).

The following fields need to be configured for a connection:

• Name: Name of connection, to uniquely identify the connection within the workspace.
• Server Name: Name of the database instance hosting the Hummingbird database. Proventeq Migration Accelerator and Hummingbird database should be hosted on the same SQL Server instance.

e.g. DBServer\Instance. 

• Use Integrated Security: - Checked the checked box to use the Integrated Security.
• User Name: User name for connecting to Hummingbird database. The user should be an Administrator for this database.
• Password: Password for the above-mentioned user.
• Database Name: - Database Name of the Hummingbird DM.
• File Location: - Full path to the folder storing the Hummingbird Files.
• Time Zone: User needs to select the Time Zone from the drop down or by default the Time Zone being selected of the Server.

Click on the "Test Connection" button to verify that the details entered are correct. Click on the “Add” button to add the Hummingbird connection.

User can check source and target containers by expanding them in Source and Target pane area as part of migration, though it is not a mandatory step.

User can then either Edit Connection or Refresh Connection but these steps are not mandatory.

iManage Worksite Source

“Source Connections” pane is located at the left side of the main screen, and is designed to display the added source connections along with the content hierarchy.

The following table lists the operations that are available in corresponding “Source connections” group present on ribbon.

The Add Worksite icon, located in the Source Connections group of ribbon allows the user to create a source connection pointing to a Worksite Library. User can browse and select Worksite Library using the Worksite Connection dialog. The source connection can then be used to create migration task(s).

The following fields need to be configured for a connection:

• Name: Name of connection, to uniquely identify the connection within the workspace.
• Server Name: Name of the database instance hosting the Worksite database. Proventeq Migration Accelerator and Worksite database should be hosted on the same SQL Server instance. e.g. DBServer\Instance. 
• Use Integrated Security: - Checked the checked box to use the Integrated Security.

• User Name: User name for connecting to Worksite database. The user should be an Administrator for this database.
• Password: Password for the above-mentioned user.
• Database Name: - Database Name of the Worksite DM.
• Time Zone: User needs to select the Time Zone from the drop down or by default the Time Zone being selected of the Server.

FileNet API Source

“Source Connections” pane is located at the left side of the main screen, and is designed to display the added source connections along with the content hierarchy.

The following table lists the operations that are available in corresponding “Source connections” group present on ribbon.

The Add FileNet icon , located in the Source Connections group of ribbon allows the user to create a source connection to the FileNet Content Engine. The source connection can then be used to create migration task(s).

The following fields need to be configured for FileNet connection:

• Name: Name of connection, to uniquely identify the connection within the workspace.
• Service URL: URL of the FileNet Web API service hosted on Content Engine server.
• User Name: User name for connecting to FileNet Content Engine. The user should have Administrator privileges.
• Password: Password for the user.
• WorkPlaceXT Url: FileNet WorkplaceXT Url, which looks like “http://<host>:9080/WorkplaceXT”. The FileNet WorkplaceXT is normally hosted on FileNet XT Server.

Exchange Source

The “Source Connections” pane is located at the left side of the main screen and is designed to display the added source connections along with the content hierarchies.

The following table lists the operations that are available in corresponding “Source connections” group present on ribbon.

The Add Exchange 2010+ icon , located in the Source Connections group of ribbon allows the user to create a source connection pointing to an Exchange Web service. User can browse and select MailBox/Public Folder. The source connection can then be used to create migration task(s).

The following fields need to be configured for an Oracle UCM connection:

• Name: Name of connection, to uniquely identify the connection within the workspace.
• Exchange Version: Exchange Web Service API version. Select closest possible Exchange Web Service API version for connectivity. E.g. Exchange 2016 can use Exchange 2013 SP1 API version.
• Server: Name of the Exchange Server Name.

          e.g. pvqvs-exch2010

• User Name: User name for connecting to Exchange Web service. The username should be the UPN (User Principal Name) e.g. user@domain.com. The user should have enough privileges to read content and metadata from source Exchange Server.
• Password: Password for the above-mentioned user.
• Use Auto Discover checkbox: Selecting this checkbox will make use of Exchange Online.
• Time Zone: User needs to select the Time Zone from the drop down or by default the Time Zone being selected of the Server.

Click on the "Test Connection" button to verify that the details entered are correct. Click on the “Add” button to add the Exchange Web Service connection.

Once the connection has been created it can then be modified with the “Edit Connection” button or refreshed with the “Refresh Connection” button as necessary.