1. #SummitNow SharePoint to Alfresco Migration 11-14-2013 Mark Lugert of Simflofy Inc.

2. #SummitNow

4. Simflofy Terms Discovery – Simflofy tool for discovering users, groups, content types. Scaffolding – Generate Alfresco Models, users/groups. Connectors – Discovery, Scaffold, Repository, Output, Action

5. #SummitNow SharePoint Structure

6. #SummitNow Alfresco Structure Compared Core Repository SharePoint sites are more like Alfresco Spaces than Alfresco Sites. Alfresco Share Sites Not a one to one mapping with SharePoint Meant for Collaboration Built on Surf which is a template framework. Dashboard and Dashlets are similar to SharePoint Web Parts and Site Pages, but no sandboxing. No Site hierarchy Sites have their own roles and permission, separate from repo roles. Workdesk Virtual Folders Defined by metadata, instead of folders. Role driven permissions Can be completely customized per role.

7. #SummitNow SharePoint Content Types Introduced in SharePoint 2007 Very Similar to Alfresco Content Types Define Metadata, Templates, Workflows Can be server or site specific Have to inherit from parent types Has a few more specialized types out of the box than alfresco, but all the ones you want can be scaffolded with Simflofy.

8. #SummitNow Creating SharePoint Types

9. #SummitNow Creating SharePoint Types

10. #SummitNow Migrating SharePoint Types 1.Mostly a 1 to 1 mapping, but 1.SharePoint does not have Aspects 2.Alfresco does not have groups of types 3.Alfresco does not have calculated fields 4.The power of SharePoint is that users can use a UI to easily create types. The problem with SharePoint is users can use a UI to easily create types. 5.An exercise to rework the current type schema is usually very useful. Much hard to change types/aspects when the system has a lot of content already.

11. #SummitNow Example Scaffolded Type Simflofy Inc. Content Model Simflofy 1.0 Account Quote Opportunity Case Order Lead Addendum CAF CHAMPP / CPE CSA / Service Schedule CSR LOA Miscellaneous Network Diagram Proposal RESPORG RPM Tax Exempt Other Simflofy Inc. Simflofy cm:content d:text d:text false d:text false d:text d:text d:boolean d:text d:text

12. #SummitNow Taxonomy and Classification Managed Metadata Introduced in SharePoint 2010 Each item is a term Each term belongs to a term set Can be part of local or global terms Can be applied to documents 1 by 1 by default Bulk application by 3 rd party Created and managed by the business Similar/Same as Alfresco Categories

13. #SummitNow Migrating Categories APIs Alfresco POST /alfresco/service/api/category/{store_protocol}/{store_id}/{node_id} POST /alfresco/service/api/category SharePoint /{site}/_vti_bin/TaxonomyClientService.asmx Migrating Global Term Sets is one to one using APIs. Migrating Local Term Sets means traversing each site and looking for Terms/Termsets.

14. #SummitNow Users and Groups Three Use Cases 1.Installed with Active Directory 2.Installed without Active Directory 1.SharePoint 2007 introduced Forms Authentication 2.Built on ASP.net 2.0 framework 3.Active Directory, LDAP V3, SQL Server are out of the box 3.Claims based authentication Groups can be created in SharePoint via the UI and independent of the authenticating system.

15. #SummitNow Permissions or ACLs Inherited from Site -> Site -> List/Library -> List/Library -> Folder -> Folder -> Document Can do individual permissions by breaking inheritance

16. #SummitNow Effective Permission Permissions on a particular piece of content. May be set directly or inherited. 2 Scenarios – Simflofy currently uses effective permissions. 1.Traverse the site->library-> folder hierarchy to get the tree and all permissions. Then create in Alfresco setting inheritence. 1.Migrate documents as a second step. 2.Easy on small repos, harder on large repos. 2.Migrate folder hierarchy and documents at the same time using effective permissions on the documents themselves.

17. #SummitNow Migrating Users and Groups 1.Typically whatever authorities you use in SharePoint you will use in Alfresco 2.Migrating users is usually just an import of AD into Alfresco. 3.Migrating groups is a mix of AD and Simflofy Discovery. 4.Claim Space authentication means extra work, and should translate into Alfresco Auth Chain.

18. #SummitNow Migrating Permissions Similar to Alfresco A simple mapping in Simflofy does the conversion Can be complicated if customer wants to change permissions upon migration.

19. #SummitNow Alfresco Permissions Core Roles Owner Coordinator Collaborator Contributor Editor Consumer

20. #SummitNow Application Constructs Calendars Blogs Discussions Data Lists Forms Web Parts vs Dashlets

21. #SummitNow Calendars, Blogs, Discussions SharePoint: just list items with specific metadata fields. Alfresco has a REST interface for adding events, discussion posts, blogs. Caveats: Alfresco supports one calendar, blog, discussion per site. Alfresco needs an add-on to sync with Exchange. A lot of SharePoint calendars will be for users. Probably don’t want to migrate those.

22. #SummitNow Data Lists

23. #SummitNow Forms 1.SharePoint Forms Creation: 1.SharePoint Designer 2.InfoPath 3.Visual Studio 4.Access 2010 5.Excel 6.Third Party Add-ons 1.Alfresco Forms Creation: 1.Share Forms Service 2.Freemarker (explorer) 3.Webscript 4.Third Party

24. #SummitNow Simflofy Migration

25. #SummitNow SharePoint Info Users and Groups: http://msdn.microsoft.com/en-us/library/ms774345(v=office.12).aspxhttp://msdn.microsoft.com/en-us/library/ms774345(v=office.12).aspx Apis: http://msdn.microsoft.com/en-us/library/dd878586(v=office.12).aspx Managed Metadata and Content Types: http://www.metavistech.com/sites/default/files/The_Power_of_Classification_in_SharePoi nt_WhitePaper_10.2010.pdf http://sharepointblog.virtosoftware.com/blogs/virtoteam/archive/2011/04/29/working-with- the-managed-metadata-service-remotely.aspx Content Type Hierarchy: http://msdn.microsoft.com/en-us/library/ms452896(office.14).aspx Forms Authentication: http://msdn.microsoft.com/en-us/library/bb975136%28v=office.12%29.aspx

26. #SummitNow