5.6.5 - General Settings

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These general settings are provided for the "Mapping option" and "Invalid Characters Handling".

You can navigate to “General Settings” screen by clicking on “Settings” icon of a Migration Task and then on “General Settings” tab on the “Migration Task Settings” screen.


 

5.6.5.1 - Mapping Options

Mapping option allows users to specify whether to “Create” or “Merge” source contents into selected target container during migration task creation.

 

Note: For example, if source folder “A” is mapped to source folder “B” (A -- >B) of target then:
“Create” mapping option will create folder “A” under “B” library.
“Merge” mapping option will only load items of folder excluding folder “A” under “B” library.

 

FIGURE_46_-__MAPPING_OPTION.png

 

5.6.5.2 - Package Processing Settings

The package processing settings allows users to migrate content and metadata to Office365 site by using package processing mechanism. The packaging mechanism works as explained below:

  1. First Migration Accelerator will package contents and metadata in temp XML files.
  2. Then it will perform bulk upload of package and contents to Windows Azure cloud data storage.
  3. Then it creates and schedules Azure data migration job.
  4. And finally Azure data migration job will load packaged content and metadata into selected Office365 target site or library.

This configuration section has below configuration options:

  • Enable Package Processing – Enables package processing.
  • Cleanup Package Files – To clean up temporary package files created on migration server.
  • Package Size – Number of items to be included in a single package for bulk upload. This should be an optimal figure to be recommended by Proventeq team

 

 

5.6.5.3 - Link Resolution in Different File Types

Link resolution is an important feature used to re-establish hyperlinks in well-known source file contents with new location of linked files in target container while performing migration activity.

This feature is not mandatory for migrating content from source to target, but if required, the user can select “Link Resolution” option on “General Settings” tab and then select the file types that require link resolution, while creating a migration task.

The link resolution settings allow the user to select the well-known file types (with implied their extensions), that will be modified during migration. The available settings are:

  1. Word – .rtf, .doc and .docx
  2. Excel - .xls and .xlsx
  3. PowerPoint - .ppt and .pptx
  4. PDF - .pdf
  5. HTML - .html, .htm and .mht

The link resolution feature works as follows:

  1. First off you need to check and update the regular expression patterns in the application configuration file based on the link patterns in Documentum system. E.g. DOCID

In a standard system the regular expression key should be set as follows:

<add key="Transformation.Regex_GroupIdBasedLink" value="<Regex_to_handle_internal_link>" />

Please note that the application configuration file is included in Proventeq Migration Accelerator installation directory (typically "C:\Program Files\Proventeq\Proventeq Migration Accelerator\Proventeq.MigrationAccelerator.exe.config")

  1. Then user needs to perform Process up to stage Transformation, where it computes information for all the items necessary to determine the target links for respective migration item.
  2. Then user need to verify transformed metadata and links against metadata configuration and target location configuration.
  3. Finally, user need to Process up to stage Load to migrate the files to target system after resolving links within files.

 

5.6.5.4 - Shortcut Link Resolution

The shortcut links resolution is an important feature used to re-establish shortcut links of documents with new location of files in target system while performing migration activity.

This feature is not mandatory for migrating content from source to target, but if required, the user can select “Resolve Shortcut Links” option from “General Settings” tab.


The shortcut link resolution feature works as follows:

  1. Shortcut Links resolution occurs only if the setting is enabled for respective migration
  2. If the Shortcut Links resolution setting is enabled, the migration processing occurs in 2 steps, where it computes information for all the items necessary to determine the new link in the first step, and then loads the updated files or links in the second
Note: Since the Shortcut Links resolution process involves additional overhead on the migration task, it’s recommended to select shortcut Links resolution option if and only if shortcut Links exists in your source file contents, which needs to be resolved while executing migration task.

 

5.6.5.5 - Invalid Characters Handling

SharePoint allows only a certain set of characters in its folder name and filename. Note that they are not the same as the rules for use in a Windows File System. The suggested approach is to search for and substitute illegal characters using some rules.


FIGURE_50_-__INVALID_CHARACTER__HANDLING.png

Note:Suppose a source file name is “Help & information.txt” then by adding a script for the metadata “Name” of content type “Documents”, the above invalid character “&” in the file name will be replaced by an underscore “_” according to above settings and the file will be loaded to target as “Help _ information.txt”. “_” character in the settings can be changed to any desired custom character(s) which is valid in SharePoint naming conventions.

 

User can proceed with the default settings from this window.

 

 

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