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					 Integrating, Co-Existing and/or
Migrating from Lotus Notes Apps to
  SharePoint and Microsoft .Net




            www.optimusbt.com
         4555 Mansell Road, Suite 300
              Atlanta, GA 30022
             Agenda

•   Presenter Introductions
•   Introduction to Optimus BT
•   The Microsoft Collaboration Stack
•   Why are we engaged in this conversation
    today?
•   Exploring Lotus Notes Co-Existence and
    Application Integration
•   Exploring Lotus Notes Migrations and the
    Methodology behind it
•   A Perspective from Honeywell
•   Call to Action
       About Optimus BT
• Founded in 2002
• Leading Worldwide Provider of SharePoint Products and
  Solutions
   – SharePoint Integrations/Connectors to Salesforce.com, MS
     CRM, Lotus Notes
   – Intranet Self-Service Applications including User
     Management, E-Procurement, Employee Appraisals and other
     solutions in SharePoint
   – Web Parts for Document Level Security in SPS 2003,
     Integrations with Mapping, and Credit Card Solutions.
   – 50+ Projects in SharePoint customizations
   – Primarily US based with Worldwide Customer base – Sweden,
     UK
• Services include SharePoint Implementations and
  Development, Business Intelligence Projects, Workflow
  Applications, Document Management Solutions and Lotus
  Notes Integrations/Migrations.
• Microsoft, Business Objects, Oracle Partner
• Offices in Atlanta, GA and Bangalore, India
The Microsoft Collaboration Stack

• Includes Microsoft Office,
  SharePoint, Exchange,
  SQL Server, Live
  Communications Server
  – We must have forgotten
    something!
• Ease of Use, User
  Familiarity – The Power of
  MS Office
• Great benefits in
  Integration!
The Microsoft Collaboration Stack

• Easier and Quicker to create collaboration and
  integration applications
   – Sites, Forms, Document Libraries, Lists, Calendars,
     Discussion Boards
   – Platform for: Workflow, BI, Document Management
• Built on Relational, and n-tier technologies with
  integrations to Active Directory
   – Reduces maintenance, reduces need for huge server
     farms, easily available skill sets
     Integration                       Collaboration


      Messaging


                   Dynamic Processes                    Access to
                                                       Information
  Why are we engaged in this
     conversation today?

• Popularity of 3-tier Web based Architectures
  – Web 2.0 will accelerate this process

• Popularity and Robustness of Relational
  Databases
  – Compared to the Notes Architecture

• Adoption of Best of Breed Tools for Sophisticated
  business processes requiring better integration
  and collaboration
  – Workflow, Business Intelligence, Help Desk, CRM, etc.
   Why are we engaged in this
   conversation at this time?

• Success of Microsoft Collaboration Platforms
   – Microsoft Outlook/Exchange
   – Microsoft SharePoint

• Integration of MS Office with Server technologies
  [SharePoint, SQL Server, Exchange]
   – Increasing benefits from synergies

• Licensing – Microsoft Enterprise Agreements with MS
  Office

• Availability of resources and skills

• Lotus Notes – changing paradigm for application
  development
   Lotus Notes Application
Integrations and Co-Existence
         Organizations that choose
         Application Co-Existence
•   Scenario 1 - Active Lotus Notes Environment; Active SharePoint/.Net Environment
     –   Usually Large Fortune 500 Organizations with Independent Technology Divisions
     –   Large investments in Lotus Notes with complicated Line of Business applications
     –   See the benefits in both Lotus Notes and SharePoint/.Net and have other new applications
         being developed in these environments
           •   Benefits seen with Lotus Notes are usually end user ease of use, ease of application development and
               have a community of developers for Lotus Notes
•   Scenario 2 –Maintenance of Lotus Notes Environment; Active SharePoint/.Net
    Environment
     –   From Large Fortune 500 to Mid-Size Organizations
     –   Large investments in Lotus Notes with complicated Line of Business applications
           •   Keep both the client and the server technologies of Lotus Notes and continue to support end users for
               Lotus Notes clients.
     –   Do not see the benefits in investing in Lotus Notes and have invested more in
         SharePoint/.Net and have other new applications being developed in these environments
           •   Dis-investing in developer resources, training, etc. for Lotus Notes.
           •   Investing in developing capabilities on the Microsoft Stack
•   Scenario 3 – Lotus Notes Applications Web Enabled; Active SharePoint/.Net
    Environment
     –   From Large Fortune 500 to Mid-Size Organizations
     –   Large investments in Lotus Notes with complicated Line of Business applications
           •   In the process of Web Enabling this applications
     –   Do not see the benefits in investing in Lotus Notes and have invested more in
         SharePoint/.Net and have other new applications being developed in these environments
           •   Dis-investing in developer resources, training, etc. for Lotus Notes.
           •   Investing in developing capabilities on the Microsoft Stack




THEY CARE ABOUT LOTUS NOTES AND HAVE
INVESTED IN LOTUS NOTES FOR THE LONG TERM
Application Co-Existence and
     Integration Options
  Lotus Notes                                   Microsoft
  Applications                                 Applications
                 SHAREPOINT INTEGRATION




                  Web Services Integration




                     API Level Integration




                  Database Level Integration




                    Data Synchronization
Application Co-Existence and Integration
                Options
 • Data Synchronization
    – For high volume data transfer
    – Similar applications on both platforms or applications with same data
      structures on both platforms
    – Almost equivalent to ETL but with real-time features so good for
      Reporting/BI Applications
 • Database Level Integration
    – Only data needs to be accessed from the other platform
    – Limited business logic or code on the other platform
 • API Level Integration
    – Complex Business logic or code is implemented on the other platform
    – Simply data integration cannot be done
    – Older Versions of Domino
 • Web Services Integration
    – Newer versions of Lotus Notes Domino with support for Web Services
    – N-Tier Architectures based applications
 • SharePoint Integration
    – Lotus Notes Views Integration into Web Parts
    – Leveraging the Lotus Notes DOM, and/or Web Services
Application Co-Existence and
     Integration Options
   Lotus Notes                                   Microsoft
   Applications                                 Applications
                  SHAREPOINT INTEGRATION




                   Web Services Integration




                      API Level Integration




                   Database Level Integration




                     Data Synchronization
 Lotus Notes Migrations to
Microsoft SharePoint and .Net
Organizations that choose Lotus
       Notes Migrations
•   Scenario 1 – Lotus Notes Applications; Microsoft Exchange Email
     –   Any size company
     –   Large investments in Lotus Notes with complicated Line of Business applications
     –   See the benefits in Lotus Notes but want Exchange and AD Infrastructure for Email and
         Directory Services
           •   Benefits seen with Lotus Notes are usually end user ease of use, ease of application development and
               have a community of developers for Lotus Notes


•   Scenario 2 – Lotus Notes Applications Phase-out; Active SharePoint/.Net
    Environment
     –   Any Size Company
     –   Usually less complicated applications in Lotus Notes – Mostly workflow, Calendar and
         Document libraries related.
     –   Have been investing in diverse best of breed technologies
     –   Would like to Pull together all of the Best of Breed application data, information into the
         Microsoft SharePoint Portal Eventually
     –   Do not see the benefits in investing in Lotus Notes and have invested more in
         SharePoint/.Net and have other new applications being developed in these environments
           •   Dis-investing in developer resources, training, etc. for Lotus Notes.
           •   Investing in developing capabilities on the Microsoft Stack


•   Scenario 3 – Consolidation to One Platform – Cost Reduction
     –   Any Size Company
     –   Strategic move – due to cost, strategic partnerships with Microsoft
     –   Do not see the benefits in investing in Multiple Platforms and Microsoft was the choice of the
         single platform
     –   Investing heavily in Microsoft Technologies!

•   Other combinations possible!
Lotus Notes Portfolio Analysis
• What is the size of the Lotus Notes application Portfolio?
    – How many applications?
    – How many of these applications are in use and how many can be
      archived?
    – How often are the applications used?
    – What types of applications are these?
    – How many forms, documents, and data exist within these
      applications?
    – Which applications need historical data to be moved over?
• What is the complexity of these applications?
    – Low Complexity – Simple forms, document libraries, discussion
      boards
    – Medium Complexity – sets of forms or document libraries with
      validation logic, views, workflow, user roles, security
    – High Complexity – Complete business applications with complex
      forms, reports, views, multi-stage workflow with several roles,
      complex security rules, integrations with back-end systems, among
      others.

 Optimus BT offers an analysis service for Lotus Notes environments and
 will provide a roadmap for the migration including specific technology
 recommendations for your environment.
Improving and Optimizing instead
        of just Migrating!
Improving and Optimizing instead
        of just Migrating!
 •   Identify opportunities for utilizing newer technologies and solutions
      –   Business Intelligence
      –   Business Process management
      –   Enterprise Application Integration
      –   Single Sign-on
      –   Digital Certificates/Security
      –   User Self Services

 •   Consolidate Applications
      – Vertical and Horizontal applications can be consolidated to one application
           • HR applications across divisions, or geographies
      – Create Global applications with Localization Features
      – Identify opportunities for ERP Consolidation
           • Some apps in Lotus Notes like Customer databases, service management apps, etc.
             were created when ERP did not have those features or those domains were not readily
             available within the company
           • Now they can be consolidated into existing ERP, CRM, PLM and other platforms


 •   Retire Applications – No migration required.
      – Some applications are too old, or not used by significant numbers. Retire those
        applications
      – Some applications do not need legacy data – this is also an ideal case for
        retiring applications
              Best Practices
•       User Experience -
    –     Keep the essence of the user experience and the navigation
          scheme to be similar to the one the designed in Notes.

•       Database Design -
    –     Given that the databases in Lotus Notes are non-relational while
          SQL Server is a relational database certain standardization is
          required during the conversion

•       Address books -
    –     Personal and group address books can easily be migrated from
          Lotus Notes to Exchange or SharePoint based Address book lists.

•       Administration -
    –     To facilitate easy administration of all of the converted apps, the
          administration should be centralized including the management of
          applications, their roles, access control lists, privileges, users
          among other items
                  Best Practices
•       Forms –
    –      Forms and sub-forms in Lotus Notes can be translated into ASP.Net forms,
           SharePoint lists, or InfoPath forms dependent on the complexity of the
           forms/database. The more complex forms should either be targeted for
           ASP.Net or InfoPath while the simpler forms can be targeted for the
           SharePoint environment.

•       Validations –
    –      Complex logic based validations can be achieved using VBScripts in .Net
           forms or InfoPath forms while simple validations can be achieved in
           SharePoint without any code.

•       Views –
    –      Views in Lotus Notes can be translated to views in SharePoint or a
           combination of ASP.Net pages and stored procedures in ASP.Net conversions
           or to Views in the InfoPath applications depending on whether the data is
           present in SharePoint lists, or in InfoPath or in a .Net application.

•       Lookup data –
    –      Single level lookups are easily possible in SharePoint while multi-level
           dependent lookups can be accomplished in either InfoPath or ASP.Net
              Best Practices
•       Lotus Agents –
    –     Lotus agents are event based code scripts that have a
          context, and can be executed either on demand or on a
          schedule and can be nested in nature. In the Microsoft
          environment Windows Services or SQL Server job agents
          can be used to trigger time based and background
          processes while all other agents can be translated to
          VBScript based code.

•       Master Data –
    –     All master data is translated into a set of reference tables
          in SQL Server or lists in SharePoint which will have a
          common framework based user interface for editing,
          adding and deleting master data into an application.

•       Role based Application Security –
    –     A common framework for application security should be
          developed so that role based security can be handled
          within all of the converted .Net applications.
                 Best Practices
•       Directory Services –
    –      Users and their membership in .Net applications are done by importing
           Active Directory users and associating the users and their IDs to the
           Microsoft .Net applications and their roles. The same is achieved in
           SharePoint also.

•       Mail –
    –      Alerts – Alerts in Lotus Notes are done using Doclinks while In SharePoint,
           there exists an alerting architecture for list based changes, and in .Net and
           InfoPath based forms/applications the alerts will need to be
           programmatically generated through SMTP based email integration with
           Exchange.

•       Identity Management
    –      Windows Integrated authentication and user logins can be used for Notes ID
           files functionality to achieve identity management and access control.

•       Calendaring –
    –      Personal calendars can easily be migrated from Lotus Notes to Exchange or
           SharePoint environments with the exact same features. For group
           calendars, Exchange Public folder based calendars are an easy choice while
           for custom calendars, .Net calendar controls can be used to achieve the
           functionality
    Planning and Phases
                                                                                          In Progress                  Next Step              Planning




                                                                                                           User and Administration Training
                          M
                          I
                          G
                          R
                          A
                          T
                          I                                                          Leicester Server Migration           Other Servers [Repeatable Process]
                          O
                          N

                          C
                          O
                          M




•Proof of Concept
                          P
                          L                            User Pilot [IT]       Common Migration Environment
                          E
                          T   Applications POC
                          I
                          O
                          N


                                                                                                                                                         June 30th
                                          April 14th, 2006          June 1st, 2006                         Nov 30th, 2006
                                                                                                                                                           2007
                                                                                      Project Timeline




•Architecture/Tools Selection
•Infrastructure Setup
•Pilot Applications
•Phased Approach
  •For different locations/departments
Infrastructure for Notes Migration
     Technology and Tools

•   SharePoint 2003
•   InfoPath 2003
•   Workflow Software
•   .Net Components
•   Migration Software
•   Reporting tools
Optimus BT recommends CASAHL’s ecKnowledge as the migration tool
for most of our Lotus Notes migrations and can provide options for other
vendors for the platforms, tools, and methodologies required based on
your specific needs. Additionally, Optimus BT has developed several
Active Directory, and Exchange integration modules for security
and email integrations in the Microsoft environment.
A Perspective from Honeywell
  Honeywell Background

• One of the World’s Largest
  Diversified Manufacturing
  Companies
• 130,000 Employees
• World’s Largest SharePoint
  Installation
  – 20,000 named users
  – 2000+ sites
  – More than 1 Terrabyte of data
              Project History
August ’05
• OptimusBT selected to assist with conversion from Lotus Notes to
   Microsoft Technologies

September ’05
• Initial Risks and Benefits Identified for Migrating Lotus Notes Applications

October ’05
• Analysis started on Novar Lotus Notes environments

November ’05
• Cost and resource estimating started

March ’06
• Pilot Kicked off in Leicester, UK with three high complexity applications

May ’06
• Pilot Completed

August ’06
• Full Migration to be initiated
 Domino Server Application Statistics



Domino Server   Total   Repli   Actual   Disc   Notes    Ma    Final for
                Inve     cas     for     ard    Specif   il   Evaluation
                ntory           Analys            ic
                                  is
LEIC-NOTES1     224      2       222     33       7      8       174
                224      2       222     33       7      8      174
After cleanup   224      2       222     156      1      6       66
(Mar 27)
      Possible Platform Recommendation


Applications Complexity    Target Migration Platform Distribution

Ind   Comp      Final      Platform                        Original
 ex   Index                                                 Count
      Count
1       67    67 (39%)
                           SPS/WSS                           29
2       32    32 (18%)
                           SPS/WSS: Discussion Team Room     13
3       33    46 (26%)
                           SPS/WSS: Document Library          5
4       32    21 (12%)
                           Office System 2003 – InfoPath     60
5       10     8 (5%)
                           ASP.NET                           41
T      174       174
               (100%)      Evaluate                           2

                           Address Book                       3

                           Calendar                           2

                           Total                             155
Converting Application from Lotus
       Notes to Microsoft
   Sharepoint/Microsoft .Net

        Honeywell Demo
 CASAHL for
 Conversions
• CASAHL provides a mechanism
to hasten the process of
migration from Lotus Notes to
Microsoft environments
• Conversion effort for
applications is reduced by about
50%
• ecKnowledge provides
mechanisms for importing data
from the source applications to
the target applications
CASAHL Conversion Process
Document Library
General Discussion
Converting Lotus Notes
 Applications to .Net
CASAHL out-of-the-box generated
          application
                           The application is a functional
                          application with a basic user
                          interface, with some functionality
                          mapping automated. Provides a
                          good framework for the
                          development of the database, and
                          the application code itself.


                          The user interface needs to
                          customized, the application needs
                          to have workflow and role based
                          functionality
With Optimus BT Enhancements
                           The same screens are now
                           enhanced for better
                           usability, easy navigation,
                           do not show hidden fields
                           and are capable of workflow
                           from within the application.


                           Additionally, the
                           applications are now
                           optimized for reporting, and
                           are normalized from a
                           database and .Net design
                           perspective
        Call to Action
• Do an assessment of your Lotus
  Notes Environment

• Select your strategy
  – Co-Existence or Migration

• Select the Technology Platforms

• Implement a phased approach for
  migration
   Questions?

         Call : (770) 521- 4249
Mail : Ram.Prabhala@optimusbt.com
       Abeasley@optimusbt.com

      www.optimusbt.com
   4555 Mansell Road, Suite 300
        Atlanta, GA 30022

				
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