Integration & Migration ToolkitSimplifying integration and migration of documents between Lotus Notes and Nuxeo

Bruce GrantJuly 2010

About metaLogic Long time IBM business partner (14 years) with

focus on Lotus product stack Experienced building, implementing and migrating

large Lotus collaboration environments Consulting, development, and related services Domino products: Enforcer, Pursuit, and Retriever Lotus Notes/Domino, Portal, Tivoli, Domino Document

Manager, Sametime, Quickr Nuxeo partner for 18 months

Looking to leverage Nuxeo for document-driven vertical applications

Developing toolsets to facilitate migration and integration with existing content systems

Why Nuxeo Engaged to review open source document

management solutions for a client Options narrowed to Nuxeo and Alfresco

Why did we propose Nuxeo to our client and select Nuxeo for ourselves?

License model – LGPL versus GPL Source code – All source available to everyone Go to Market Strategy – Attractive partner model Platform – Ability to modify/extend/embed Nuxeo

Nuxeo Platform Architecture The platform approach enables us to extend the Nuxeo core,

build horizontal packages like Lotus IMT, and to build vertically-focused composite applications

Vision We have seen a demonstrated need for

migration and integration tools We see an opportunity to migrate content out of

existing Lotus Notes document applications We also see an opportunity to replace Domino

Document Manager with Nuxeo IBM offers some alternatives (Quickr, Filenet), but these

don’t address the same market space as Domino Document Manager

Our adapter-based toolset architecture enable content migration from other source systems (e.g., eDocs)

Our integration architecture will extend to include CMIS integration with other content systems Other common functionality in specific verticals (e.g.,

CAD viewer for engineering)

Vision

We see an opportunity to build document/content centric composite applications with Nuxeo as the core

Risk management for the construction industry Policy change management for insurance

Nuxeo platform approach makes this viable We use the core and higher level services we need We can override functionality without changing the

original distribution We can extend functionality with our own contributions We can embed Nuxeo as part of composite

applications

Composite Document Centric Application Architecture Example

Application Data and Logic

Browser

PrequalificationForm*

Java Server

VendorManagementApplication

Document Management: NUXEOUser Interactions: GWT (Google Web Toolkit)

Nuxeo Server

Rest APIGWT Servlet

Nuxeo RESTHandler

VendorsContacts

Risk Mgmt

DocumentRepository

AP

I

3rd Party Applications

CustomerFinancialSystem

Third PartyEstimation

System

Lotus Integration & Migration Toolkit (Lotus IMT)

Leverage our knowledge and experience with: Nuxeo Lotus Notes, Domino Document Manager Document management Content migrations and co-existence strategies

Migration value proposition Reduce cost and duration of document migrations Flexibility in migration without the need for custom

development Accurately preserve metadata and document content

Lotus Integration & Migration Toolkit (Lotus IMT) continued

Integration value proposition Continue to leverage investment in Lotus Notes and

custom applications Take advantage of a single repository for document

archiving (and searching) Applies to Lotus Notes email and custom applications

Use Nuxeo for archiving email and other content to facilitate discovery

Lotus IMT Use Cases Migration Use Cases

1. Direct connection to Lotus Notes database to extract documents and import into Nuxeo; process driven by XML configuration files

2. Export Domino Document Manager documents to XML (IBM utility) and then import into Nuxeo

Integration Use Cases3. User-initiated copy of documents from Lotus Notes

(email or application) to Nuxeo

4. Drag and drop filing of documents in Lotus Notes, then reflected into Nuxeo

5. Server-based listening/polling of specified Lotus Notes databases to extract documents and import into Nuxeo

Lotus IMT Use Case1. Direct Migration from Lotus Notes

Migration XML defines what gets migrated Definition example on next slide

Import adapter contains Notes-specific connection logic (uses a DIIOP connection)

MigrationDefinition

XML

Lotus NotesImport

Adapter

IMTImporter

NuxeoCore

NuxeoDocumentRepository

Lotus NotesDatabase

<?xml version="1.0" encoding="utf-8" ?>

<migrationmaps>

<mapset id="1">

<transactionparams batchsize="50" maxtoimport="0" pausetime="150" tempdir="c:/temp/nuxeomapping" log="c:/temp/nuxeomapping/log/map1.log" init="yes">

</transactionparams>

<sourceserver name="bingo.metalogic-inc.com" port="63150" userid=“service" pswd="password”></sourceserver>

<sourcedatabase id="1" name="mail/cmcleod.nsf" view="($All)" form="Memo“></sourcedatabase>

<filters>

<include id="1" value="60526" exact="n"></include>

<exclude id="2" value="project" exact="n"></exclude>

</filters>

<mappingrules>

<nuxeodoc type="File" defaultpath="/default-domain/workspaces/test" sourcefieldpathqualifiers="Form/From“></nuxeodoc>

<dominodoc flagasexported="n" fieldname="ExportedToNuxeo" fieldvalue="exported“></dominodoc>

<map id="1" source="Subject" sourcetype="String" targetns="dublincore" target="title" targettype="String" filter="1,2“></map>

<map id="2" source="PostedDate" sourcetype="String" targetns="dublincore" target="created" targettype="Date" filter=""></map>

<map id="3" source="PostedDate" sourcetype="String" targetns="dublincore" target="modified" targettype="Date" filter=""></map>

<map id="4" source="import" sourcetype="Value" targetns="dublincore" target="source" targettype="String" filter=“”></map>

<map id="5" source="$FILE" sourcetype="File" targetns="file" target="content" targettype="Blob" filter=""></map>

<map id="6" source="$FILE" sourcetype="FileTitle" targetns="file" target="filename" targettype="String" filter=""></map>

</mappingrules>

</mapset>

</migrationmaps>Migration Definition XML Example• Specifies document source, transaction controls,

and field mappings

Lotus IMT Use Case2. Indirect Migration using XML

As with direct connection, migration definition defines what gets migrated

IMT tools can be invoked from a browser command line or from another program

MigrationDefinition

XML

ExtractionUtility IMT

ImporterNuxeoCore

NuxeoDocumentRepository

DominoDocumentManager

Database(s)ExtractedDocumentMetadata

Blobs (on the file system) XML

Import Adapter

Lotus IMT Use Case3. Integration – User initiated copy

User interacts with Lotus Notes views and action buttons as they normally would

Requires code addition to Lotus Notes application (button and two libraries)

Lotus NotesDatabase

User

Selects EmailTo Archive

Selects LocationTo Archive Email

Initiates Archive

NuxeoRepository

Get List ofArchive Locations

Archive to Selected Folder

Lotus IMT Use Case4. Integration – Drag and Drop

Lotus Notes folders are mapped to Nuxeo folders User drops documents into a mapped folder and it

is automatically copied into Nuxeo Requires code addition to Lotus Notes application

Lotus NotesDatabase

User

Drag & Drop In Folder

Listen forNew Documents

NuxeoRepository

Archive to Mapped Folder

Lotus IMT Use Case5. Integration – Server Listener/Poller

Provides the ability to move specified documents into Nuxeo on a timed or event basis without end-user involvement

In all cases source documents can be flagged as exported to prevent duplicates

Lotus NotesDatabase

Administrator

Monitor/CaptureRules

CreatesCapture Rules

IMTController

Lotus NotesDatabase

Scan Lotus NotesDatabases

Copy MatchingDocuments

NuxeoRepository

Lotus Integration and Migration Toolkit for Nuxeo You should consider Nuxeo and Lotus IMT if you

have any of the following requirements… You plan to migrate off of Domino Document Manager You plan to migrate documents and workflow logic from

Lotus Notes applications You are interested in the ability to enable users to move

content into a backend document repository You would like to be able to capture content from mail-in

databases or other Lotus Notes applications You need to integrate your document management system

Lotus Notes and other systems

The Lotus IMT approach streamlines migration and integration, reducing migration and ongoing integration costs

For More Information For product information please contact

sales@metalogic-inc.com or +1.905.629.7775 x225

Lotus IMT for Nuxeo solutions overviewhttp://www.nuxeo.com/en/solutions/lotus-notes

Lotus IMT product announcementhttp://www.nuxeo.com/en/about/news/metalogic-lotus-notes-integration-nuxeo-ecm

metaLogic blogshttp://metalogic.ca/web/guest/welcome/blog

More about metaLogichttp://metalogic.ca

More about Nuxeohttp://www.nuxeo.com