The free trial system for the CSw SharePoint Migration Tool includes everything you need to repeat the migrations you saw in the videos. So it contains:
- the CSw SharePoint Migration Tool, the CSw Database Viewer, and the “test upload rights” tool
- scripts to create the simple ECMS database from the videos with sample data, as well as the Migration databases
- the matching documents (Shakespeare plays!) for the simple ECMS database
- a set of “placeholder” files (used if the file being migrated has a problem so that the metadata at least goes through)
- documentation(3 PDFs – see “On this page …”)
It is a fully functional environment so you can see those Shakespeare plays in your own SharePoint system very quickly. I estimate that once you have the necessary access rights organised you could be up and running within the hour, certainly two.
The trial documentation also contains instructions for how to adapt the trial system to use your own ECMS database so you can test it with your own documents and metadata!
Of course the trial version is limited to migrating 9 documents at a time, though you can click “Start” again to migrate the next 9, and so on. In this way, with a little patience, you can build up a SharePoint library or two with your own documents and metadata to show to users and management, and perhaps even use for initial UAT.
To register for the trial, or for any questions … send an email to firstname.lastname@example.org. I’ll then set up a user ID for you on this site and when you log in you’ll find the trial package available to download on this page.
Setting up the Free Trial System
Setting up the trial system is quite straight forward. The main steps are as follows:
- Get the necessary permissions set up for your migration user on SharePoint and SQL Server – do this first in case it takes a while to get the approvals etc
- On SQL Server, run the scripts to create the trial databases (with data)
- Edit the table of users to use usernames from your organisation
- Set up your sample site and library in SharePoint, and create fields and content type
- Copy the supplied document store and placeholder files to an accessible location.
- Configure the SharePoint Migration Tool – connection strings, defaults etc
- Use the Test tool to check you have rights to add a document to SharePoint with the Tool
- Do a migration run
- View the logs to see how it went
More details on each of these steps are contained in the Trial System documentation.
Connecting the Free Trial System to your own ECMS
In essence, what we want to do is present the data from your ECMS database to the Migration Tool in a standard format. This is usually best done by an SQL expert, but if you know your ECMS database structure well then you should be fine. If not, then your migration consultants can probably help, or you can call on me.
There are two relatively quick ways to go about connecting the CSw SharePoint Migration Tool to your own ECMS:
- Create views in the sample ECMS database (csw_MigrationDocuments) that connect to your ECMS and return the data in the same form (same field names) as the tables in the sample ECMS database. Then rename things so that your views end up with the names of the tables they are replacing. Then the Migration database will talk to your ECMS database through those views.
- This method is relatively easy if your ECMS has separate document and version tables with one row per document in the documents table.
- Inspect the 5 main views in the csw_Migration2013 database and then build up views that return the same information with the same field names from your own ECMS database.
Which is best depends on how your ECMS database tables are structured, and how well you know your ECMS database.
The document “How to connect to your ECMS” expands on this. It is part of the Trial System documentation