Migrate Lotus Notes to Shareflex QMS with SQL and PnP PowerShell

Lotus Notes to Shareflex QMS, via SQL using PNP Powershell

This blog post shows how to migrate Lotus Notes database content to its final destination: a SharePoint Shareflex application (in this example, Shareflex QMS). Your Notes database and Shareflex setup will differ, so some adjustments are required, but this guide will get you started.

Lift and shift the IBM Notes content to SQL

For this blog post, we created a small proof-of-concept (PoC) Lotus Notes application to hold the sample data. The app is not from a real customer project, but specifically built to demonstrate the migration approach in a clear and controlled way. The screenshots below show the structure and example content used in this PoC.

First, the Notes database is migrated to SQL using the Lialis LNExtract tool. LNExtract performs a lift-and-shift migration of the Notes content to SQL, including all documents, all fields, and all rich text content. After the initial migration, daily changes in the Notes database can also be migrated automatically to SQL, keeping SQL in sync with Notes during the transition period.

Transform SQL content into Shareflex QMS documents

Once the Notes content is available in SQL, the next step becomes much easier. From SQL, the data can be migrated into the Shareflex QMS structure on SharePoint Online.

The images below show the Notes document above after it was migrated to Shareflex QMS.

Azure AD application

Before we can run the PnP PowerShell migration, we first need to register an Azure AD application for authentication. This app is used by the script to securely connect to SharePoint Online and perform the migration without using interactive user credentials.

In this example, we create the app using PnP PowerShell:

Register-PnPAzureADApp -ApplicationName “Lialis SPO Notes Migration Tool 1” -Tenant lialis.com -OutPath c:\temp -CertificatePassword (ConvertTo-SecureString -String “pipelinerpassword” -AsPlainText -Force) -devicelogin

1	Register-PnPAzureADApp -ApplicationName “Lialis SPO Notes Migration Tool 1” -Tenant lialis.com -OutPath c:\temp -CertificatePassword (ConvertTo-SecureString -String “pipelinerpassword” -AsPlainText -Force) -devicelogin

PnP PowerShell script we used

The script connects to the SQL table, reads the first entry, exports the attachments from MIME using MimeKit, and creates the items in SharePoint so they are presented properly in the Shareflex interface.

#text file logging on users PC ****************************************************
$LogFolder = "E:\NotesSQLShareflex\Logs"
if (!(Test-Path $LogFolder)) {
New-Item -ItemType Directory -Path $LogFolder | Out-Null
}
$LogDateTime = Get-Date -Format "yyyy-MM-dd_HH-mm-ss"
$LogFile = Join-Path $LogFolder "sqltoshareflex_$LogDateTime.txt"
New-Item -ItemType File -Path $LogFile -Force | Out-Null
function Write-Log {
param(
[string]$Message
)
$LogLine = "$(Get-Date -Format 'yyyy-MM-dd HH:mm:ss') - $Message"
Add-Content -Path $LogFile -Value $LogLine
Write-Host $LogLine
}

# Gets a text value from a SQL row by column name, trims spaces, removes surrounding quotes, and returns $null when empty
function Get-SQLStringValue {
param(
[System.Data.DataRow]$Row,
[string]$ColumnName
)

if (-not $Row.Table.Columns.Contains($ColumnName)) { return $null }
if ($null -eq $Row[$ColumnName]) { return $null }

$v = $Row[$ColumnName].ToString().Trim()
if ([string]::IsNullOrWhiteSpace($v)) { return $null }

while ($v.StartsWith('"') -and $v.EndsWith('"') -and $v.Length -ge 2) {
$v = $v.Substring(1, $v.Length - 2).Trim()
}

if ([string]::IsNullOrWhiteSpace($v)) { return $null }

return $v
}

# Gets a date value from a SQL row by column name, trims spaces, removes surrounding quotes, converts it to datetime, and returns $null when conversion fails
function Get-SQLDateValue {
param(
[System.Data.DataRow]$Row,
[string]$ColumnName
)

if (-not $Row.Table.Columns.Contains($ColumnName)) { return $null }
if ($null -eq $Row[$ColumnName]) { return $null }

$raw = $Row[$ColumnName].ToString().Trim()
if ([string]::IsNullOrWhiteSpace($raw)) { return $null }

while ($raw.StartsWith('"') -and $raw.EndsWith('"') -and $raw.Length -ge 2) {
$raw = $raw.Substring(1, $raw.Length - 2).Trim()
}

if ([string]::IsNullOrWhiteSpace($raw)) { return $null }

try {
return [datetime]::Parse($raw)
}
catch {
return $null
}
}

# Cleans a SQL user value by trimming spaces, removing surrounding quotes, and removing the trailing /Lialis part from Notes-style usernames
function Clean-SQLUserValue {
param(
[string]$Value
)

if ([string]::IsNullOrWhiteSpace($Value)) { return $null }

$CleanValue = $Value.Trim()

while ($CleanValue.StartsWith('"') -and $CleanValue.EndsWith('"') -and $CleanValue.Length -ge 2) {
$CleanValue = $CleanValue.Substring(1, $CleanValue.Length - 2).Trim()
}

if ($CleanValue -like "*/Lialis") {
$CleanValue = $CleanValue.Substring(0, $CleanValue.Length - 7).Trim()
}

if ([string]::IsNullOrWhiteSpace($CleanValue)) { return $null }

return $CleanValue
}

# Reads one SQL record by Notes universal id, saves the MIME content to disk, extracts text and attachments, and stores them in a folder named with the universal id
function Export-MimeSqlDocument {
param(
[string]$SQLUniversalId
)

Add-Type -Path $MimeKitDllPath

if ([string]::IsNullOrWhiteSpace($SQLUniversalId)) {
Write-Host "SQLUniversalId is empty"
return
}

if (!(Test-Path $MimeOutputRoot)) {
New-Item -ItemType Directory -Path $MimeOutputRoot | Out-Null
}

$Query = "SELECT universalid, ValidDocuments FROM [$SQLSchema].[$SQLTable] WHERE universalid = @universalid"

$conn = New-Object System.Data.SqlClient.SqlConnection
$conn.ConnectionString = "Server=$SQLServer;Database=$SQLDatabase;User ID=$SQLUsername;Password=$SQLPassword;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;"

try {
$conn.Open()

$cmd = $conn.CreateCommand()
$cmd.CommandText = $Query
$null = $cmd.Parameters.Add("@universalid", [System.Data.SqlDbType]::NChar, 32)
$cmd.Parameters["@universalid"].Value = $SQLUniversalId

$reader = $cmd.ExecuteReader()

if ($reader.Read()) {
$id = $reader["universalid"].ToString().Trim()
$desc = $reader["ValidDocuments"]

$folder = Join-Path $MimeOutputRoot $id
if (!(Test-Path $folder)) {
New-Item -ItemType Directory -Path $folder | Out-Null
}

$emlPath = Join-Path $folder "message.eml"
$textFile = Join-Path $folder "message.txt"
$imageFolder = Join-Path $folder "images"

if (!(Test-Path $imageFolder)) {
New-Item -ItemType Directory -Path $imageFolder | Out-Null
}

try {
[System.IO.File]::WriteAllText($emlPath, $desc)
Write-Host "EML opgeslagen: $emlPath"

$stream = [System.IO.File]::OpenRead($emlPath)
$email = [MimeKit.MimeMessage]::Load($stream)
$stream.Close()

$emailBody = $email.TextBody
$emailBody | Out-File $textFile -Encoding UTF8
Write-Host "Text content opgeslagen: $textFile"

foreach ($attachment in $email.Attachments) {
$fileName = $attachment.ContentDisposition?.FileName
if (-not $fileName) { $fileName = $attachment.ContentType.Name }
if (-not $fileName) { continue }

$attachmentPath = if ($fileName -match "\.jpg$|\.png$|\.gif$|\.jpeg$") {
Join-Path $imageFolder $fileName
}
else {
Join-Path $folder $fileName
}

$fileStream = [System.IO.File]::Create($attachmentPath)
$attachment.Content.DecodeTo($fileStream)
$fileStream.Close()

Write-Host "Attachment saved: $attachmentPath"
}
}
catch {
Write-Host ("Error processing {0}: {1}" -f $id, $_.Exception.Message)
}
}
else {
Write-Host "No SQL row found for universalid $SQLUniversalId"
}

$reader.Close()
}
finally {
if ($conn.State -eq [System.Data.ConnectionState]::Open) {
$conn.Close()
}
}
}

#SQL connection to retrieve the Notes documents ****************************************************
$SQLServer = "tcp:azuresqlserver.database.windows.net,1433"
$SQLDatabase = "shareflex_qms"
$SQLUsername = "sa username goes here"
$SQLPassword = "sa password goes here"
$SQLTable = "validdocument"
$SQLSchema = "dbo"
# SQL Mime settings ****************************************************
$MimeKitDllPath = "E:\mimekit\lib\netstandard2.0\MimeKit.dll"
$MimeOutputRoot = "E:\NotesSQLShareflex\SQLMIMIEXPORT\"

#Shareflex SharePoint connections and settings ****************************************************
#Valid Documents
$ShareflexValidDocs = "https://clienttenantname.sharepoint.com/sites/ShareflexQualityDocuments"
$SPODocLibRoot = "/sites/ShareflexQualityDocuments/Documents"
$SPOContentTypeName = "QM Document"
#Attachments Valid
$ShareflexWorkspaceSite = "https://clienttenantname.sharepoint.com/sites/ShareflexQualityDocuments/Workspace"
$SPOAttachmentLibRoot = "/sites/ShareflexQualityDocuments/Workspace/AttachmentsValid"
$SPOAttachmentContentTypeName = "QM Attachment"
#SharePoint Authentication
$clientId = "app id goes here"
$tenantid = "tenant id goes here"
$pfxpath = "E:\NotesSQLShareflex\appid001shareflexqmssql.pfx"
$certpassword = "app cer password goes here"

#Connect to the Shareflex Valid document library in Sharepoint ****************************************************
Write-Host "************* Connecting to SharePoint Online holding Shareflex QMS *************"
Write-log "************* Connecting to SharePoint Online holding Shareflex QMS *************"
Connect-PnPOnline `
-Url $ShareflexValidDocs `
-ClientId $clientId `
-CertificatePath $pfxpath `
-CertificatePassword (ConvertTo-SecureString -AsPlainText $certpassword -Force) `
-Tenant $tenantid `
-WarningAction Ignore

# ****************************************
# Read all SQL items, report metadata, then create Shareflex items using first docx from mime export
# ****************************************

$CarryOutSQLToShareflexTest = (Read-Host "Read all SQL rows and create Shareflex test items? (yes/no)").ToLower().Trim()
if ($CarryOutSQLToShareflexTest -eq "y") {

Write-Host "************* Reading SQL rows from $SQLSchema.$SQLTable *************"
Write-Log "************* Reading SQL rows from $SQLSchema.$SQLTable *************"

$SQLConnection = New-Object System.Data.SqlClient.SqlConnection
$SQLConnection.ConnectionString = "Server=$SQLServer;Database=$SQLDatabase;User ID=$SQLUsername;Password=$SQLPassword;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;"

try {
$SQLConnection.Open()

$SQLQuery = @"
SELECT *
FROM [$SQLSchema].[$SQLTable]
ORDER BY [_created] ASC
"@

$SQLCommand = $SQLConnection.CreateCommand()
$SQLCommand.CommandText = $SQLQuery

$SQLAdapter = New-Object System.Data.SqlClient.SqlDataAdapter $SQLCommand
$SQLDataTable = New-Object System.Data.DataTable
[void]$SQLAdapter.Fill($SQLDataTable)

if ($SQLDataTable.Rows.Count -eq 0) {
Write-Host "No SQL rows found in $SQLSchema.$SQLTable"
Write-Log "No SQL rows found in $SQLSchema.$SQLTable"
}
else {
Write-Host "Total SQL rows found: $($SQLDataTable.Rows.Count)"
Write-Log "Total SQL rows found: $($SQLDataTable.Rows.Count)"

$RowCounter = 0
foreach ($SQLRow in $SQLDataTable.Rows) {
$RowCounter++
#Document
$SQLDocTitle = Get-SQLStringValue -Row $SQLRow -ColumnName "doctitle"
$SQLDocNumber = Get-SQLStringValue -Row $SQLRow -ColumnName "docnumber"
$SQLDocType = Get-SQLStringValue -Row $SQLRow -ColumnName "doctype"
$SQLTemplateNo = Get-SQLStringValue -Row $SQLRow -ColumnName "doctemplatenumber"
$SQLTemplateTitle = Get-SQLStringValue -Row $SQLRow -ColumnName "doctemplatetitle"
$SQLEditor = Clean-SQLUserValue -Value (Get-SQLStringValue -Row $SQLRow -ColumnName "editor")
$SQLDocLanguage = Get-SQLStringValue -Row $SQLRow -ColumnName "doclanguage"
$SQLNotificationUsers = Clean-SQLUserValue -Value (Get-SQLStringValue -Row $SQLRow -ColumnName "docnotificationusers")
#Revision
$SQLRevisionNo = Get-SQLStringValue -Row $SQLRow -ColumnName "docrevisionnumber"
$SQLRevisionReason = Get-SQLStringValue -Row $SQLRow -ColumnName "docrevisionreason"
$SQLRevisionChange = Get-SQLStringValue -Row $SQLRow -ColumnName "docrevisionchange"
$SQLValidFrom = Get-SQLDateValue -Row $SQLRow -ColumnName "docvalidfrom"
$SQLValidUntil = Get-SQLDateValue -Row $SQLRow -ColumnName "docvaliduntil"
#Categories
$SQLClient = Get-SQLStringValue -Row $SQLRow -ColumnName "doccategoryclient"
$SQLProcessGroup = Get-SQLStringValue -Row $SQLRow -ColumnName "doccategoryprocessgroup"
$SQLDepartment = Get-SQLStringValue -Row $SQLRow -ColumnName "doccategorydepartment"
$SQLProcess2 = Get-SQLStringValue -Row $SQLRow -ColumnName "doccategoryprocess"
$SQLStandard = Get-SQLStringValue -Row $SQLRow -ColumnName "doccategorystandard"
$SQLSubProcess = Get-SQLStringValue -Row $SQLRow -ColumnName "doccategorysubprocess"
#Approval
$SQLReviewer = Clean-SQLUserValue -Value (Get-SQLStringValue -Row $SQLRow -ColumnName "docapprovalrevieweruser")
$SQLApprover = Clean-SQLUserValue -Value (Get-SQLStringValue -Row $SQLRow -ColumnName "docapprovalapprovaluser")
$SQLConfirmer = Clean-SQLUserValue -Value (Get-SQLStringValue -Row $SQLRow -ColumnName "docapprovalconfirmationuser")
$SQLReviewResult = Get-SQLStringValue -Row $SQLRow -ColumnName "docapprovalrevieweruserresult"
$SQLApprovalResult = Get-SQLStringValue -Row $SQLRow -ColumnName "docapprovalapprovaluserresult"
$SQLConfirmationResult = Get-SQLStringValue -Row $SQLRow -ColumnName "docapprovalconfirmationuserresul"
$SQLUniversalId = Get-SQLStringValue -Row $SQLRow -ColumnName "universalid"
$SQLCreated = Get-SQLDateValue -Row $SQLRow -ColumnName "_created"
$SQLModified = Get-SQLDateValue -Row $SQLRow -ColumnName "_modified"
$SQLUpdatedBy = Get-SQLStringValue -Row $SQLRow -ColumnName "_updatedby"
$SQLFilePath = Get-SQLStringValue -Row $SQLRow -ColumnName "_file"

Write-Host "--------------------------------------------------"
Write-Log "--------------------------------------------------"
Write-Host "SQL values prepared for Shareflex migration"
Write-Log "SQL values prepared for Shareflex migration"

#Document
Write-Host "Document"
Write-Log "Document"
Write-Host " SQLDocTitle = $SQLDocTitle"
Write-Log " SQLDocTitle = $SQLDocTitle"
Write-Host " SQLDocNumber = $SQLDocNumber"
Write-Log " SQLDocNumber = $SQLDocNumber"
Write-Host " SQLDocType = $SQLDocType"
Write-Log " SQLDocType = $SQLDocType"
Write-Host " SQLTemplateNo = $SQLTemplateNo"
Write-Log " SQLTemplateNo = $SQLTemplateNo"
Write-Host " SQLTemplateTitle = $SQLTemplateTitle"
Write-Log " SQLTemplateTitle = $SQLTemplateTitle"
Write-Host " SQLEditor = $SQLEditor"
Write-Log " SQLEditor = $SQLEditor"
Write-Host " SQLDocLanguage = $SQLDocLanguage"
Write-Log " SQLDocLanguage = $SQLDocLanguage"
Write-Host " SQLNotificationUsers = $SQLNotificationUsers"
Write-Log " SQLNotificationUsers = $SQLNotificationUsers"

#Revision
Write-Host "Revision"
Write-Log "Revision"
Write-Host " SQLRevisionNo = $SQLRevisionNo"
Write-Log " SQLRevisionNo = $SQLRevisionNo"
Write-Host " SQLRevisionReason = $SQLRevisionReason"
Write-Log " SQLRevisionReason = $SQLRevisionReason"
Write-Host " SQLRevisionChange = $SQLRevisionChange"
Write-Log " SQLRevisionChange = $SQLRevisionChange"
Write-Host " SQLValidFrom = $SQLValidFrom"
Write-Log " SQLValidFrom = $SQLValidFrom"
Write-Host " SQLValidUntil = $SQLValidUntil"
Write-Log " SQLValidUntil = $SQLValidUntil"

#Categories
Write-Host "Categories"
Write-Log "Categories"
Write-Host " SQLClient = $SQLClient"
Write-Log " SQLClient = $SQLClient"
Write-Host " SQLProcessGroup = $SQLProcessGroup"
Write-Log " SQLProcessGroup = $SQLProcessGroup"
Write-Host " SQLDepartment = $SQLDepartment"
Write-Log " SQLDepartment = $SQLDepartment"
Write-Host " SQLProcess2 = $SQLProcess2"
Write-Log " SQLProcess2 = $SQLProcess2"
Write-Host " SQLStandard = $SQLStandard"
Write-Log " SQLStandard = $SQLStandard"
Write-Host " SQLSubProcess = $SQLSubProcess"
Write-Log " SQLSubProcess = $SQLSubProcess"

#Approval
Write-Host "Approval"
Write-Log "Approval"
Write-Host " SQLReviewer = $SQLReviewer"
Write-Log " SQLReviewer = $SQLReviewer"
Write-Host " SQLApprover = $SQLApprover"
Write-Log " SQLApprover = $SQLApprover"
Write-Host " SQLConfirmer = $SQLConfirmer"
Write-Log " SQLConfirmer = $SQLConfirmer"
Write-Host " SQLReviewResult = $SQLReviewResult"
Write-Log " SQLReviewResult = $SQLReviewResult"
Write-Host " SQLApprovalResult = $SQLApprovalResult"
Write-Log " SQLApprovalResult = $SQLApprovalResult"
Write-Host " SQLConfirmationResult = $SQLConfirmationResult"
Write-Log " SQLConfirmationResult = $SQLConfirmationResult"

#System
Write-Host "System"
Write-Log "System"
Write-Host " SQLUniversalId = $SQLUniversalId"
Write-Log " SQLUniversalId = $SQLUniversalId"
Write-Host " SQLCreated = $SQLCreated"
Write-Log " SQLCreated = $SQLCreated"
Write-Host " SQLModified = $SQLModified"
Write-Log " SQLModified = $SQLModified"
Write-Host " SQLUpdatedBy = $SQLUpdatedBy"
Write-Log " SQLUpdatedBy = $SQLUpdatedBy"
Write-Host " SQLFilePath = $SQLFilePath"
Write-Log " SQLFilePath = $SQLFilePath"
Write-Host "--------------------------------------------------"
Write-Log "--------------------------------------------------"

if ([string]::IsNullOrWhiteSpace($SQLDocNumber)) {
$SQLDocNumber = "SQL-NO-NUMBER-$RowCounter"
}

if ([string]::IsNullOrWhiteSpace($SQLDocTitle)) {
$SQLDocTitle = $SQLDocNumber
}

if ([string]::IsNullOrWhiteSpace($SQLDocType)) {
$SQLDocType = "Document"
}

if ([string]::IsNullOrWhiteSpace($SQLRevisionNo)) {
$SQLRevisionNo = "1.0"
}

if ([string]::IsNullOrWhiteSpace($SQLClient)) {
$SQLClient = "Unknown"
}

if ([string]::IsNullOrWhiteSpace($SQLDepartment)) {
$SQLDepartment = "Unknown"
}

if ([string]::IsNullOrWhiteSpace($SQLStandard)) {
$SQLStandard = "Unknown"
}

if ($null -eq $SQLValidFrom) {
$SQLValidFrom = Get-Date
}

if ($null -eq $SQLModified) {
$SQLModified = Get-Date
}

if (-not [string]::IsNullOrWhiteSpace($SQLUniversalId)) {
Write-Host "Calling MIME export for SQLUniversalId $SQLUniversalId"
Write-Log "Calling MIME export for SQLUniversalId $SQLUniversalId"

Export-MimeSqlDocument -SQLUniversalId $SQLUniversalId
}
else {
Write-Host "Skipping MIME export because SQLUniversalId is empty"
Write-Log "Skipping MIME export because SQLUniversalId is empty"
}

$MimeFolder = Join-Path $MimeOutputRoot $SQLUniversalId

# ****************************************
# Upload all files from MIME folder to Attachments Valid
# except DOCX, because DOCX goes to Valid Documents
# ****************************************

$AttachmentFolderName = $SQLDocNumber
$SPOAttachmentFolderUrl = "$SPOAttachmentLibRoot/$AttachmentFolderName"

Write-Host "AttachmentFolderName = $AttachmentFolderName"
Write-Log "AttachmentFolderName = $AttachmentFolderName"
Write-Host "SPOAttachmentFolderUrl = $SPOAttachmentFolderUrl"
Write-Log "SPOAttachmentFolderUrl = $SPOAttachmentFolderUrl"

Connect-PnPOnline `
-Url $ShareflexWorkspaceSite `
-ClientId $clientId `
-CertificatePath $pfxpath `
-CertificatePassword (ConvertTo-SecureString -AsPlainText $certpassword -Force) `
-Tenant $tenantid `
-WarningAction Ignore

Write-Host "Connected to Workspace for attachment upload"
Write-Log "Connected to Workspace for attachment upload"

Write-Host "Checking attachment folder $SPOAttachmentFolderUrl"
Write-Log "Checking attachment folder $SPOAttachmentFolderUrl"

try {
$ExistingAttachmentFolder = Get-PnPFolder -Url $SPOAttachmentFolderUrl -ErrorAction Stop
Write-Host "Attachment folder already exists: $AttachmentFolderName"
Write-Log "Attachment folder already exists: $AttachmentFolderName"
}
catch {
Write-Host "Creating attachment folder: $AttachmentFolderName"
Write-Log "Creating attachment folder: $AttachmentFolderName"

Add-PnPFolder -Name $AttachmentFolderName -Folder $SPOAttachmentLibRoot -ErrorAction Stop | Out-Null

Write-Host "Attachment folder created OK: $AttachmentFolderName"
Write-Log "Attachment folder created OK: $AttachmentFolderName"
}

$AttachmentFiles = Get-ChildItem -Path $MimeFolder -File | Where-Object { $_.Extension.ToLower() -ne ".docx" }

if ($AttachmentFiles.Count -eq 0) {
Write-Host "No attachment files found in $MimeFolder to upload to Attachments Valid"
Write-Log "No attachment files found in $MimeFolder to upload to Attachments Valid"
}
else {
Write-Host "Found $($AttachmentFiles.Count) attachment file(s) in $MimeFolder for Attachments Valid upload"
Write-Log "Found $($AttachmentFiles.Count) attachment file(s) in $MimeFolder for Attachments Valid upload"

$SPOAttachmentLibrary = Get-PnPList -Identity $ShareflexAttachmentLibraryName -ErrorAction Stop
$SPOAttachmentContentTypes = Get-PnPProperty -ClientObject $SPOAttachmentLibrary -Property ContentTypes
$SPOAttachmentContentType = $SPOAttachmentContentTypes | Where-Object { $_.Name -eq $SPOAttachmentContentTypeName } | Select-Object -First 1

if ($null -eq $SPOAttachmentContentType) {
throw "Content type '$SPOAttachmentContentTypeName' not found on library '$ShareflexAttachmentLibraryName'."
}

$SPOAttachmentContentTypeId = $SPOAttachmentContentType.StringId

foreach ($AttachmentFile in $AttachmentFiles) {
$AttachmentFilePath = $AttachmentFile.FullName
$AttachmentFileName = $AttachmentFile.Name

Write-Host "Uploading attachment file $AttachmentFileName to $SPOAttachmentFolderUrl"
Write-Log "Uploading attachment file $AttachmentFileName to $SPOAttachmentFolderUrl"

$SPOAttachmentValues = @{
"ContentTypeId" = $SPOAttachmentContentTypeId
"qmRecordNo" = $SQLDocNumber
"qmRevisionNo" = $SQLRevisionNo
"qmStatus" = "Valid"
"qmStatusEn" = "Valid"
}

try {
$UploadedAttachmentFile = Add-PnPFile `
-Path $AttachmentFilePath `
-Folder $SPOAttachmentFolderUrl `
-Values $SPOAttachmentValues `
-ErrorAction Stop

Write-Host "Attachment uploaded OK: $AttachmentFileName"
Write-Log "Attachment uploaded OK: $AttachmentFileName"

$CreatedAttachmentItem = Get-PnPFile -Url $UploadedAttachmentFile.ServerRelativeUrl -AsListItem
Get-PnPProperty -ClientObject $CreatedAttachmentItem -Property ContentType | Out-Null

Write-Host "Attachment File: $($CreatedAttachmentItem['FileLeafRef'])"
Write-Log "Attachment File: $($CreatedAttachmentItem['FileLeafRef'])"
Write-Host "Attachment Content type: $($CreatedAttachmentItem.ContentType.Name)"
Write-Log "Attachment Content type: $($CreatedAttachmentItem.ContentType.Name)"
Write-Host "Attachment qmRecordNo: $($CreatedAttachmentItem['qmRecordNo'])"
Write-Log "Attachment qmRecordNo: $($CreatedAttachmentItem['qmRecordNo'])"
Write-Host "Attachment qmRevisionNo: $($CreatedAttachmentItem['qmRevisionNo'])"
Write-Log "Attachment qmRevisionNo: $($CreatedAttachmentItem['qmRevisionNo'])"
}
catch {
Write-Host "ERROR uploading attachment file $AttachmentFileName for row $RowCounter : $($_.Exception.Message)"
Write-Log "ERROR uploading attachment file $AttachmentFileName for row $RowCounter : $($_.Exception.Message)"
}
}
}

# ****************************************
# Upload docx file to valid documents library
# ****************************************

Write-Host "Looking for DOCX in $MimeFolder"
Write-Log "Looking for DOCX in $MimeFolder"

$DocxFile = Get-ChildItem -Path $MimeFolder -File -Filter "*.docx" | Select-Object -First 1

if ($null -eq $DocxFile) {
Write-Host "No DOCX file found in $MimeFolder"
Write-Log "No DOCX file found in $MimeFolder"
continue
}

$LocalTestFilePath = $DocxFile.FullName

Connect-PnPOnline `
-Url $ShareflexValidDocs `
-ClientId $clientId `
-CertificatePath $pfxpath `
-CertificatePassword (ConvertTo-SecureString -AsPlainText $certpassword -Force) `
-Tenant $tenantid `
-WarningAction Ignore

Write-Host "Using DOCX file for SharePoint upload: $LocalTestFilePath"
Write-Log "Using DOCX file for SharePoint upload: $LocalTestFilePath"

$FolderName = $SQLDocNumber
$SPOFolderUrl = "$SPODocLibRoot/$FolderName"

Write-Host "Checking folder $SPOFolderUrl"
Write-Log "Checking folder $SPOFolderUrl"

try {
$ExistingFolder = Get-PnPFolder -Url $SPOFolderUrl -ErrorAction Stop
Write-Host "Folder already exists: $FolderName"
Write-Log "Folder already exists: $FolderName"
}
catch {
Write-Host "Creating folder: $FolderName"
Write-Log "Creating folder: $FolderName"

Add-PnPFolder -Name $FolderName -Folder $SPODocLibRoot -ErrorAction Stop | Out-Null

Write-Host "Folder created OK: $FolderName"
Write-Log "Folder created OK: $FolderName"
}

Write-Host "Preparing content type $SPOContentTypeName"
Write-Log "Preparing content type $SPOContentTypeName"

$SPOContentType = Get-PnPContentType -Identity $SPOContentTypeName
$SPOContentType = Get-PnPProperty -ClientObject $SPOContentType -Property StringId
$SPOContentTypeId = $SPOContentType.StringId

$FileName = Split-Path $LocalTestFilePath -Leaf
$ServerRelativeFileUrl = "$SPOFolderUrl/$FileName"

$SPOValues = @{
"ContentTypeId" = $SPOContentTypeId

#Document
"Title" = $SQLDocTitle
"qmDocumentTitle" = $SQLDocTitle
"qmDocumentNo" = $SQLDocNumber
"qmDocumentType" = $SQLDocType
"qmTemplateNo" = $SQLTemplateNo
"qmTemplateTitle" = $SQLTemplateTitle
"qmEditor" = $SQLEditor
"qmDocumentLanguage" = $SQLDocLanguage
"qmNotificationList" = $SQLNotificationUsers

#Revision
"qmRevisionNo" = $SQLRevisionNo
"qmRevisionReason" = $SQLRevisionReason
"qmRevisionChange" = $SQLRevisionChange
"qmValidFrom" = $SQLValidFrom
"qmValidUntil" = $SQLValidUntil

#Categories
"qmClient" = $SQLClient
"qmProcess1" = $SQLProcessGroup
"qmDepartment" = $SQLDepartment
"qmProcess2" = $SQLProcess2
"qmStandard" = $SQLStandard
"qmProcess3" = $SQLSubProcess

#Approval
"qmReviewer" = $SQLReviewer
"qmApprover" = $SQLApprover
"qmConfirmer" = $SQLConfirmer
"qmReviewTxt" = $SQLReviewResult
"qmApprovalTxt" = $SQLApprovalResult
"qmConfirmationTxt" = $SQLConfirmationResult

#System / general
"qmRecordId" = $SQLUniversalId
"qmRecordNo" = $SQLDocNumber
"qmContentType" = "QM Document"
"qmStatus" = "Valid"
"qmStatusEn" = "Valid"
"qmDocumentUrl" = $ServerRelativeFileUrl
"qmComment" = "Test item created from SQL row $RowCounter"
"qmModified" = $SQLModified
"qmCheckedOut" = $false
"qmInTraining" = $false
"qmTrainingMandatory" = $false
"qmValidityDoNotUpdate" = $false
}

# remove null values from hashtable
$NullKeys = @()
foreach ($key in $SPOValues.Keys) {
if ($null -eq $SPOValues[$key]) {
$NullKeys += $key
}
}
foreach ($key in $NullKeys) {
$SPOValues.Remove($key)
}

Write-Host "Uploading $LocalTestFilePath to $SPOFolderUrl"
Write-Log "Uploading $LocalTestFilePath to $SPOFolderUrl"

try {
$UploadedFile = Add-PnPFile `
-Path $LocalTestFilePath `
-Folder $SPOFolderUrl `
-Values $SPOValues `
-ErrorAction Stop

Write-Host "Uploaded OK"
Write-Log "Uploaded OK"

$CreatedItem = Get-PnPFile -Url $UploadedFile.ServerRelativeUrl -AsListItem
Get-PnPProperty -ClientObject $CreatedItem -Property ContentType | Out-Null

Write-Host "--------------------------------------------------"
Write-Log "--------------------------------------------------"
Write-Host "Created Shareflex item from SQL row"
Write-Log "Created Shareflex item from SQL row"
Write-Host "File: $($CreatedItem['FileLeafRef'])"
Write-Log "File: $($CreatedItem['FileLeafRef'])"
Write-Host "Folder: $FolderName"
Write-Log "Folder: $FolderName"
Write-Host "Content type: $($CreatedItem.ContentType.Name)"
Write-Log "Content type: $($CreatedItem.ContentType.Name)"
Write-Host "Title: $($CreatedItem['Title'])"
Write-Log "Title: $($CreatedItem['Title'])"
Write-Host "qmDocumentTitle: $($CreatedItem['qmDocumentTitle'])"
Write-Log "qmDocumentTitle: $($CreatedItem['qmDocumentTitle'])"
Write-Host "qmDocumentNo: $($CreatedItem['qmDocumentNo'])"
Write-Log "qmDocumentNo: $($CreatedItem['qmDocumentNo'])"
Write-Host "qmDocumentType: $($CreatedItem['qmDocumentType'])"
Write-Log "qmDocumentType: $($CreatedItem['qmDocumentType'])"
Write-Host "qmClient: $($CreatedItem['qmClient'])"
Write-Log "qmClient: $($CreatedItem['qmClient'])"
Write-Host "qmDepartment: $($CreatedItem['qmDepartment'])"
Write-Log "qmDepartment: $($CreatedItem['qmDepartment'])"
Write-Host "qmStandard: $($CreatedItem['qmStandard'])"
Write-Log "qmStandard: $($CreatedItem['qmStandard'])"
Write-Host "qmRevisionNo: $($CreatedItem['qmRevisionNo'])"
Write-Log "qmRevisionNo: $($CreatedItem['qmRevisionNo'])"
Write-Host "qmDocumentUrl: $($CreatedItem['qmDocumentUrl'])"
Write-Log "qmDocumentUrl: $($CreatedItem['qmDocumentUrl'])"
}
catch {
Write-Host "ERROR creating Shareflex item for row $RowCounter : $($_.Exception.Message)"
Write-Log "ERROR creating Shareflex item for row $RowCounter : $($_.Exception.Message)"
}
}
}
}
catch {
Write-Host "ERROR during SQL to Shareflex test: $($_.Exception.Message)"
Write-Log "ERROR during SQL to Shareflex test: $($_.Exception.Message)"
}
finally {
if ($SQLConnection.State -eq [System.Data.ConnectionState]::Open) {
$SQLConnection.Close()
}
}
}
else {
Write-Host "SQL to Shareflex test skipped"
Write-Log "SQL to Shareflex test skipped"
}

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#text file logging on users PC ****************************************************

$LogFolder = "E:\NotesSQLShareflex\Logs"

if (!(Test-Path $LogFolder)) {

New-Item -ItemType Directory -Path $LogFolder | Out-Null

}

$LogDateTime = Get-Date -Format "yyyy-MM-dd_HH-mm-ss"

$LogFile = Join-Path $LogFolder "sqltoshareflex_$LogDateTime.txt"

New-Item -ItemType File -Path $LogFile -Force | Out-Null

function Write-Log {

param(

[string]$Message

)

$LogLine = "$(Get-Date -Format 'yyyy-MM-dd HH:mm:ss') - $Message"

Add-Content -Path $LogFile -Value $LogLine

Write-Host $LogLine

}

# Gets a text value from a SQL row by column name, trims spaces, removes surrounding quotes, and returns $null when empty

function Get-SQLStringValue {

param(

[System.Data.DataRow]$Row,

[string]$ColumnName

)

if (-not $Row.Table.Columns.Contains($ColumnName)) { return $null }

if ($null -eq $Row[$ColumnName]) { return $null }

$v = $Row[$ColumnName].ToString().Trim()

if ([string]::IsNullOrWhiteSpace($v)) { return $null }

while ($v.StartsWith('"') -and $v.EndsWith('"') -and $v.Length -ge 2) {

$v = $v.Substring(1, $v.Length - 2).Trim()

}

if ([string]::IsNullOrWhiteSpace($v)) { return $null }

return $v

}

# Gets a date value from a SQL row by column name, trims spaces, removes surrounding quotes, converts it to datetime, and returns $null when conversion fails

function Get-SQLDateValue {

param(

[System.Data.DataRow]$Row,

[string]$ColumnName

)

if (-not $Row.Table.Columns.Contains($ColumnName)) { return $null }

if ($null -eq $Row[$ColumnName]) { return $null }

$raw = $Row[$ColumnName].ToString().Trim()

if ([string]::IsNullOrWhiteSpace($raw)) { return $null }

while ($raw.StartsWith('"') -and $raw.EndsWith('"') -and $raw.Length -ge 2) {

$raw = $raw.Substring(1, $raw.Length - 2).Trim()

}

if ([string]::IsNullOrWhiteSpace($raw)) { return $null }

try {

return [datetime]::Parse($raw)

}

catch {

return $null

}

# Cleans a SQL user value by trimming spaces, removing surrounding quotes, and removing the trailing /Lialis part from Notes-style usernames

function Clean-SQLUserValue {

param(

[string]$Value

)

if ([string]::IsNullOrWhiteSpace($Value)) { return $null }

$CleanValue = $Value.Trim()

while ($CleanValue.StartsWith('"') -and $CleanValue.EndsWith('"') -and $CleanValue.Length -ge 2) {

$CleanValue = $CleanValue.Substring(1, $CleanValue.Length - 2).Trim()

}

if ($CleanValue -like "*/Lialis") {

$CleanValue = $CleanValue.Substring(0, $CleanValue.Length - 7).Trim()

}

if ([string]::IsNullOrWhiteSpace($CleanValue)) { return $null }

return $CleanValue

}

# Reads one SQL record by Notes universal id, saves the MIME content to disk, extracts text and attachments, and stores them in a folder named with the universal id

function Export-MimeSqlDocument {

param(

[string]$SQLUniversalId

)

Add-Type -Path $MimeKitDllPath

if ([string]::IsNullOrWhiteSpace($SQLUniversalId)) {

Write-Host "SQLUniversalId is empty"

return

}

if (!(Test-Path $MimeOutputRoot)) {

New-Item -ItemType Directory -Path $MimeOutputRoot | Out-Null

}

$Query = "SELECT universalid, ValidDocuments FROM [$SQLSchema].[$SQLTable] WHERE universalid = @universalid"

$conn = New-Object System.Data.SqlClient.SqlConnection

$conn.ConnectionString = "Server=$SQLServer;Database=$SQLDatabase;User ID=$SQLUsername;Password=$SQLPassword;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;"

try {

$conn.Open()

$cmd = $conn.CreateCommand()

$cmd.CommandText = $Query

$null = $cmd.Parameters.Add("@universalid", [System.Data.SqlDbType]::NChar, 32)

$cmd.Parameters["@universalid"].Value = $SQLUniversalId

$reader = $cmd.ExecuteReader()

if ($reader.Read()) {

$id = $reader["universalid"].ToString().Trim()

$desc = $reader["ValidDocuments"]

$folder = Join-Path $MimeOutputRoot $id

if (!(Test-Path $folder)) {

New-Item -ItemType Directory -Path $folder | Out-Null

}

$emlPath = Join-Path $folder "message.eml"

$textFile = Join-Path $folder "message.txt"

$imageFolder = Join-Path $folder "images"

if (!(Test-Path $imageFolder)) {

New-Item -ItemType Directory -Path $imageFolder | Out-Null

}

try {

[System.IO.File]::WriteAllText($emlPath, $desc)

Write-Host "EML opgeslagen: $emlPath"

$stream = [System.IO.File]::OpenRead($emlPath)

$email = [MimeKit.MimeMessage]::Load($stream)

$stream.Close()

$emailBody = $email.TextBody

$emailBody | Out-File $textFile -Encoding UTF8

Write-Host "Text content opgeslagen: $textFile"

foreach ($attachment in $email.Attachments) {

$fileName = $attachment.ContentDisposition?.FileName

if (-not $fileName) { $fileName = $attachment.ContentType.Name }

if (-not $fileName) { continue }

$attachmentPath = if ($fileName -match "\.jpg$|\.png$|\.gif$|\.jpeg$") {

Join-Path $imageFolder $fileName

}

else {

Join-Path $folder $fileName

}

$fileStream = [System.IO.File]::Create($attachmentPath)

$attachment.Content.DecodeTo($fileStream)

$fileStream.Close()

Write-Host "Attachment saved: $attachmentPath"

}

catch {

Write-Host ("Error processing {0}: {1}" -f $id, $_.Exception.Message)

}

else {

Write-Host "No SQL row found for universalid $SQLUniversalId"

}

$reader.Close()

}

finally {

if ($conn.State -eq [System.Data.ConnectionState]::Open) {

$conn.Close()

}

#SQL connection to retrieve the Notes documents ****************************************************

$SQLServer = "tcp:azuresqlserver.database.windows.net,1433"

$SQLDatabase = "shareflex_qms"

$SQLUsername = "sa username goes here"

$SQLPassword = "sa password goes here"

$SQLTable = "validdocument"

$SQLSchema = "dbo"

# SQL Mime settings ****************************************************

$MimeKitDllPath = "E:\mimekit\lib\netstandard2.0\MimeKit.dll"

$MimeOutputRoot = "E:\NotesSQLShareflex\SQLMIMIEXPORT\"

#Shareflex SharePoint connections and settings ****************************************************

#Valid Documents

$ShareflexValidDocs = "https://clienttenantname.sharepoint.com/sites/ShareflexQualityDocuments"

$SPODocLibRoot = "/sites/ShareflexQualityDocuments/Documents"

$SPOContentTypeName = "QM Document"

#Attachments Valid

$ShareflexWorkspaceSite = "https://clienttenantname.sharepoint.com/sites/ShareflexQualityDocuments/Workspace"

$SPOAttachmentLibRoot = "/sites/ShareflexQualityDocuments/Workspace/AttachmentsValid"

$SPOAttachmentContentTypeName = "QM Attachment"

#SharePoint Authentication

$clientId = "app id goes here"

$tenantid = "tenant id goes here"

$pfxpath = "E:\NotesSQLShareflex\appid001shareflexqmssql.pfx"

$certpassword = "app cer password goes here"

#Connect to the Shareflex Valid document library in Sharepoint ****************************************************

Write-Host "************* Connecting to SharePoint Online holding Shareflex QMS *************"

Write-log "************* Connecting to SharePoint Online holding Shareflex QMS *************"

Connect-PnPOnline `

-Url $ShareflexValidDocs `

-ClientId $clientId `

-CertificatePath $pfxpath `

-CertificatePassword (ConvertTo-SecureString -AsPlainText $certpassword -Force) `

-Tenant $tenantid `

-WarningAction Ignore

# ****************************************

# Read all SQL items, report metadata, then create Shareflex items using first docx from mime export

# ****************************************

$CarryOutSQLToShareflexTest = (Read-Host "Read all SQL rows and create Shareflex test items? (yes/no)").ToLower().Trim()

if ($CarryOutSQLToShareflexTest -eq "y") {

Write-Host "************* Reading SQL rows from $SQLSchema.$SQLTable *************"

Write-Log "************* Reading SQL rows from $SQLSchema.$SQLTable *************"

$SQLConnection = New-Object System.Data.SqlClient.SqlConnection

$SQLConnection.ConnectionString = "Server=$SQLServer;Database=$SQLDatabase;User ID=$SQLUsername;Password=$SQLPassword;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;"

try {

$SQLConnection.Open()

$SQLQuery = @"

SELECT *

FROM [$SQLSchema].[$SQLTable]

ORDER BY [_created] ASC

$SQLCommand = $SQLConnection.CreateCommand()

$SQLCommand.CommandText = $SQLQuery

$SQLAdapter = New-Object System.Data.SqlClient.SqlDataAdapter $SQLCommand

$SQLDataTable = New-Object System.Data.DataTable

[void]$SQLAdapter.Fill($SQLDataTable)

if ($SQLDataTable.Rows.Count -eq 0) {

Write-Host "No SQL rows found in $SQLSchema.$SQLTable"

Write-Log "No SQL rows found in $SQLSchema.$SQLTable"

}

else {

Write-Host "Total SQL rows found: $($SQLDataTable.Rows.Count)"

Write-Log "Total SQL rows found: $($SQLDataTable.Rows.Count)"

$RowCounter = 0

foreach ($SQLRow in $SQLDataTable.Rows) {

$RowCounter++

#Document

$SQLDocTitle = Get-SQLStringValue -Row $SQLRow -ColumnName "doctitle"

$SQLDocNumber = Get-SQLStringValue -Row $SQLRow -ColumnName "docnumber"

$SQLDocType = Get-SQLStringValue -Row $SQLRow -ColumnName "doctype"

$SQLTemplateNo = Get-SQLStringValue -Row $SQLRow -ColumnName "doctemplatenumber"

$SQLTemplateTitle = Get-SQLStringValue -Row $SQLRow -ColumnName "doctemplatetitle"

$SQLEditor = Clean-SQLUserValue -Value (Get-SQLStringValue -Row $SQLRow -ColumnName "editor")

$SQLDocLanguage = Get-SQLStringValue -Row $SQLRow -ColumnName "doclanguage"

$SQLNotificationUsers = Clean-SQLUserValue -Value (Get-SQLStringValue -Row $SQLRow -ColumnName "docnotificationusers")

#Revision

$SQLRevisionNo = Get-SQLStringValue -Row $SQLRow -ColumnName "docrevisionnumber"

$SQLRevisionReason = Get-SQLStringValue -Row $SQLRow -ColumnName "docrevisionreason"

$SQLRevisionChange = Get-SQLStringValue -Row $SQLRow -ColumnName "docrevisionchange"

$SQLValidFrom = Get-SQLDateValue -Row $SQLRow -ColumnName "docvalidfrom"

$SQLValidUntil = Get-SQLDateValue -Row $SQLRow -ColumnName "docvaliduntil"

#Categories

$SQLClient = Get-SQLStringValue -Row $SQLRow -ColumnName "doccategoryclient"

$SQLProcessGroup = Get-SQLStringValue -Row $SQLRow -ColumnName "doccategoryprocessgroup"

$SQLDepartment = Get-SQLStringValue -Row $SQLRow -ColumnName "doccategorydepartment"

$SQLProcess2 = Get-SQLStringValue -Row $SQLRow -ColumnName "doccategoryprocess"

$SQLStandard = Get-SQLStringValue -Row $SQLRow -ColumnName "doccategorystandard"

$SQLSubProcess = Get-SQLStringValue -Row $SQLRow -ColumnName "doccategorysubprocess"

#Approval

$SQLReviewer = Clean-SQLUserValue -Value (Get-SQLStringValue -Row $SQLRow -ColumnName "docapprovalrevieweruser")

$SQLApprover = Clean-SQLUserValue -Value (Get-SQLStringValue -Row $SQLRow -ColumnName "docapprovalapprovaluser")

$SQLConfirmer = Clean-SQLUserValue -Value (Get-SQLStringValue -Row $SQLRow -ColumnName "docapprovalconfirmationuser")

$SQLReviewResult = Get-SQLStringValue -Row $SQLRow -ColumnName "docapprovalrevieweruserresult"

$SQLApprovalResult = Get-SQLStringValue -Row $SQLRow -ColumnName "docapprovalapprovaluserresult"

$SQLConfirmationResult = Get-SQLStringValue -Row $SQLRow -ColumnName "docapprovalconfirmationuserresul"

$SQLUniversalId = Get-SQLStringValue -Row $SQLRow -ColumnName "universalid"

$SQLCreated = Get-SQLDateValue -Row $SQLRow -ColumnName "_created"

$SQLModified = Get-SQLDateValue -Row $SQLRow -ColumnName "_modified"

$SQLUpdatedBy = Get-SQLStringValue -Row $SQLRow -ColumnName "_updatedby"

$SQLFilePath = Get-SQLStringValue -Row $SQLRow -ColumnName "_file"

Write-Host "--------------------------------------------------"

Write-Log "--------------------------------------------------"

Write-Host "SQL values prepared for Shareflex migration"

Write-Log "SQL values prepared for Shareflex migration"

#Document

Write-Host "Document"

Write-Log "Document"

Write-Host " SQLDocTitle = $SQLDocTitle"

Write-Log " SQLDocTitle = $SQLDocTitle"

Write-Host " SQLDocNumber = $SQLDocNumber"

Write-Log " SQLDocNumber = $SQLDocNumber"

Write-Host " SQLDocType = $SQLDocType"

Write-Log " SQLDocType = $SQLDocType"

Write-Host " SQLTemplateNo = $SQLTemplateNo"

Write-Log " SQLTemplateNo = $SQLTemplateNo"

Write-Host " SQLTemplateTitle = $SQLTemplateTitle"

Write-Log " SQLTemplateTitle = $SQLTemplateTitle"

Write-Host " SQLEditor = $SQLEditor"

Write-Log " SQLEditor = $SQLEditor"

Write-Host " SQLDocLanguage = $SQLDocLanguage"

Write-Log " SQLDocLanguage = $SQLDocLanguage"

Write-Host " SQLNotificationUsers = $SQLNotificationUsers"

Write-Log " SQLNotificationUsers = $SQLNotificationUsers"

#Revision

Write-Host "Revision"

Write-Log "Revision"

Write-Host " SQLRevisionNo = $SQLRevisionNo"

Write-Log " SQLRevisionNo = $SQLRevisionNo"

Write-Host " SQLRevisionReason = $SQLRevisionReason"

Write-Log " SQLRevisionReason = $SQLRevisionReason"

Write-Host " SQLRevisionChange = $SQLRevisionChange"

Write-Log " SQLRevisionChange = $SQLRevisionChange"

Write-Host " SQLValidFrom = $SQLValidFrom"

Write-Log " SQLValidFrom = $SQLValidFrom"

Write-Host " SQLValidUntil = $SQLValidUntil"

Write-Log " SQLValidUntil = $SQLValidUntil"

#Categories

Write-Host "Categories"

Write-Log "Categories"

Write-Host " SQLClient = $SQLClient"

Write-Log " SQLClient = $SQLClient"

Write-Host " SQLProcessGroup = $SQLProcessGroup"

Write-Log " SQLProcessGroup = $SQLProcessGroup"

Write-Host " SQLDepartment = $SQLDepartment"

Write-Log " SQLDepartment = $SQLDepartment"

Write-Host " SQLProcess2 = $SQLProcess2"

Write-Log " SQLProcess2 = $SQLProcess2"

Write-Host " SQLStandard = $SQLStandard"

Write-Log " SQLStandard = $SQLStandard"

Write-Host " SQLSubProcess = $SQLSubProcess"

Write-Log " SQLSubProcess = $SQLSubProcess"

#Approval

Write-Host "Approval"

Write-Log "Approval"

Write-Host " SQLReviewer = $SQLReviewer"

Write-Log " SQLReviewer = $SQLReviewer"

Write-Host " SQLApprover = $SQLApprover"

Write-Log " SQLApprover = $SQLApprover"

Write-Host " SQLConfirmer = $SQLConfirmer"

Write-Log " SQLConfirmer = $SQLConfirmer"

Write-Host " SQLReviewResult = $SQLReviewResult"

Write-Log " SQLReviewResult = $SQLReviewResult"

Write-Host " SQLApprovalResult = $SQLApprovalResult"

Write-Log " SQLApprovalResult = $SQLApprovalResult"

Write-Host " SQLConfirmationResult = $SQLConfirmationResult"

Write-Log " SQLConfirmationResult = $SQLConfirmationResult"

#System

Write-Host "System"

Write-Log "System"

Write-Host " SQLUniversalId = $SQLUniversalId"

Write-Log " SQLUniversalId = $SQLUniversalId"

Write-Host " SQLCreated = $SQLCreated"

Write-Log " SQLCreated = $SQLCreated"

Write-Host " SQLModified = $SQLModified"

Write-Log " SQLModified = $SQLModified"

Write-Host " SQLUpdatedBy = $SQLUpdatedBy"

Write-Log " SQLUpdatedBy = $SQLUpdatedBy"

Write-Host " SQLFilePath = $SQLFilePath"

Write-Log " SQLFilePath = $SQLFilePath"

Write-Host "--------------------------------------------------"

Write-Log "--------------------------------------------------"

if ([string]::IsNullOrWhiteSpace($SQLDocNumber)) {

$SQLDocNumber = "SQL-NO-NUMBER-$RowCounter"

}

if ([string]::IsNullOrWhiteSpace($SQLDocTitle)) {

$SQLDocTitle = $SQLDocNumber

}

if ([string]::IsNullOrWhiteSpace($SQLDocType)) {

$SQLDocType = "Document"

}

if ([string]::IsNullOrWhiteSpace($SQLRevisionNo)) {

$SQLRevisionNo = "1.0"

}

if ([string]::IsNullOrWhiteSpace($SQLClient)) {

$SQLClient = "Unknown"

}

if ([string]::IsNullOrWhiteSpace($SQLDepartment)) {

$SQLDepartment = "Unknown"

}

if ([string]::IsNullOrWhiteSpace($SQLStandard)) {

$SQLStandard = "Unknown"

}

if ($null -eq $SQLValidFrom) {

$SQLValidFrom = Get-Date

}

if ($null -eq $SQLModified) {

$SQLModified = Get-Date

}

if (-not [string]::IsNullOrWhiteSpace($SQLUniversalId)) {

Write-Host "Calling MIME export for SQLUniversalId $SQLUniversalId"

Write-Log "Calling MIME export for SQLUniversalId $SQLUniversalId"

Export-MimeSqlDocument -SQLUniversalId $SQLUniversalId

}

else {

Write-Host "Skipping MIME export because SQLUniversalId is empty"

Write-Log "Skipping MIME export because SQLUniversalId is empty"

}

$MimeFolder = Join-Path $MimeOutputRoot $SQLUniversalId

# ****************************************

# Upload all files from MIME folder to Attachments Valid

# except DOCX, because DOCX goes to Valid Documents

# ****************************************

$AttachmentFolderName = $SQLDocNumber

$SPOAttachmentFolderUrl = "$SPOAttachmentLibRoot/$AttachmentFolderName"

Write-Host "AttachmentFolderName = $AttachmentFolderName"

Write-Log "AttachmentFolderName = $AttachmentFolderName"

Write-Host "SPOAttachmentFolderUrl = $SPOAttachmentFolderUrl"

Write-Log "SPOAttachmentFolderUrl = $SPOAttachmentFolderUrl"

Connect-PnPOnline `

-Url $ShareflexWorkspaceSite `

-ClientId $clientId `

-CertificatePath $pfxpath `

-CertificatePassword (ConvertTo-SecureString -AsPlainText $certpassword -Force) `

-Tenant $tenantid `

-WarningAction Ignore

Write-Host "Connected to Workspace for attachment upload"

Write-Log "Connected to Workspace for attachment upload"

Write-Host "Checking attachment folder $SPOAttachmentFolderUrl"

Write-Log "Checking attachment folder $SPOAttachmentFolderUrl"

try {

$ExistingAttachmentFolder = Get-PnPFolder -Url $SPOAttachmentFolderUrl -ErrorAction Stop

Write-Host "Attachment folder already exists: $AttachmentFolderName"

Write-Log "Attachment folder already exists: $AttachmentFolderName"

}

catch {

Write-Host "Creating attachment folder: $AttachmentFolderName"

Write-Log "Creating attachment folder: $AttachmentFolderName"

Add-PnPFolder -Name $AttachmentFolderName -Folder $SPOAttachmentLibRoot -ErrorAction Stop | Out-Null

Write-Host "Attachment folder created OK: $AttachmentFolderName"

Write-Log "Attachment folder created OK: $AttachmentFolderName"

}

$AttachmentFiles = Get-ChildItem -Path $MimeFolder -File | Where-Object { $_.Extension.ToLower() -ne ".docx" }

if ($AttachmentFiles.Count -eq 0) {

Write-Host "No attachment files found in $MimeFolder to upload to Attachments Valid"

Write-Log "No attachment files found in $MimeFolder to upload to Attachments Valid"

}

else {

Write-Host "Found $($AttachmentFiles.Count) attachment file(s) in $MimeFolder for Attachments Valid upload"

Write-Log "Found $($AttachmentFiles.Count) attachment file(s) in $MimeFolder for Attachments Valid upload"

$SPOAttachmentLibrary = Get-PnPList -Identity $ShareflexAttachmentLibraryName -ErrorAction Stop

$SPOAttachmentContentTypes = Get-PnPProperty -ClientObject $SPOAttachmentLibrary -Property ContentTypes

$SPOAttachmentContentType = $SPOAttachmentContentTypes | Where-Object { $_.Name -eq $SPOAttachmentContentTypeName } | Select-Object -First 1

if ($null -eq $SPOAttachmentContentType) {

throw "Content type '$SPOAttachmentContentTypeName' not found on library '$ShareflexAttachmentLibraryName'."

}

$SPOAttachmentContentTypeId = $SPOAttachmentContentType.StringId

foreach ($AttachmentFile in $AttachmentFiles) {

$AttachmentFilePath = $AttachmentFile.FullName

$AttachmentFileName = $AttachmentFile.Name

Write-Host "Uploading attachment file $AttachmentFileName to $SPOAttachmentFolderUrl"

Write-Log "Uploading attachment file $AttachmentFileName to $SPOAttachmentFolderUrl"

$SPOAttachmentValues = @{

"ContentTypeId" = $SPOAttachmentContentTypeId

"qmRecordNo" = $SQLDocNumber

"qmRevisionNo" = $SQLRevisionNo

"qmStatus" = "Valid"

"qmStatusEn" = "Valid"

}

try {

$UploadedAttachmentFile = Add-PnPFile `

-Path $AttachmentFilePath `

-Folder $SPOAttachmentFolderUrl `

-Values $SPOAttachmentValues `

-ErrorAction Stop

Write-Host "Attachment uploaded OK: $AttachmentFileName"

Write-Log "Attachment uploaded OK: $AttachmentFileName"

$CreatedAttachmentItem = Get-PnPFile -Url $UploadedAttachmentFile.ServerRelativeUrl -AsListItem

Get-PnPProperty -ClientObject $CreatedAttachmentItem -Property ContentType | Out-Null

Write-Host "Attachment File: $($CreatedAttachmentItem['FileLeafRef'])"

Write-Log "Attachment File: $($CreatedAttachmentItem['FileLeafRef'])"

Write-Host "Attachment Content type: $($CreatedAttachmentItem.ContentType.Name)"

Write-Log "Attachment Content type: $($CreatedAttachmentItem.ContentType.Name)"

Write-Host "Attachment qmRecordNo: $($CreatedAttachmentItem['qmRecordNo'])"

Write-Log "Attachment qmRecordNo: $($CreatedAttachmentItem['qmRecordNo'])"

Write-Host "Attachment qmRevisionNo: $($CreatedAttachmentItem['qmRevisionNo'])"

Write-Log "Attachment qmRevisionNo: $($CreatedAttachmentItem['qmRevisionNo'])"

}

catch {

Write-Host "ERROR uploading attachment file $AttachmentFileName for row $RowCounter : $($_.Exception.Message)"

Write-Log "ERROR uploading attachment file $AttachmentFileName for row $RowCounter : $($_.Exception.Message)"

}

# ****************************************

# Upload docx file to valid documents library

# ****************************************

Write-Host "Looking for DOCX in $MimeFolder"

Write-Log "Looking for DOCX in $MimeFolder"

$DocxFile = Get-ChildItem -Path $MimeFolder -File -Filter "*.docx" | Select-Object -First 1

if ($null -eq $DocxFile) {

Write-Host "No DOCX file found in $MimeFolder"

Write-Log "No DOCX file found in $MimeFolder"

continue

}

$LocalTestFilePath = $DocxFile.FullName

Connect-PnPOnline `

-Url $ShareflexValidDocs `

-ClientId $clientId `

-CertificatePath $pfxpath `

-CertificatePassword (ConvertTo-SecureString -AsPlainText $certpassword -Force) `

-Tenant $tenantid `

-WarningAction Ignore

Write-Host "Using DOCX file for SharePoint upload: $LocalTestFilePath"

Write-Log "Using DOCX file for SharePoint upload: $LocalTestFilePath"

$FolderName = $SQLDocNumber

$SPOFolderUrl = "$SPODocLibRoot/$FolderName"

Write-Host "Checking folder $SPOFolderUrl"

Write-Log "Checking folder $SPOFolderUrl"

try {

$ExistingFolder = Get-PnPFolder -Url $SPOFolderUrl -ErrorAction Stop

Write-Host "Folder already exists: $FolderName"

Write-Log "Folder already exists: $FolderName"

}

catch {

Write-Host "Creating folder: $FolderName"

Write-Log "Creating folder: $FolderName"

Add-PnPFolder -Name $FolderName -Folder $SPODocLibRoot -ErrorAction Stop | Out-Null

Write-Host "Folder created OK: $FolderName"

Write-Log "Folder created OK: $FolderName"

}

Write-Host "Preparing content type $SPOContentTypeName"

Write-Log "Preparing content type $SPOContentTypeName"

$SPOContentType = Get-PnPContentType -Identity $SPOContentTypeName

$SPOContentType = Get-PnPProperty -ClientObject $SPOContentType -Property StringId

$SPOContentTypeId = $SPOContentType.StringId

$FileName = Split-Path $LocalTestFilePath -Leaf

$ServerRelativeFileUrl = "$SPOFolderUrl/$FileName"

$SPOValues = @{

"ContentTypeId" = $SPOContentTypeId

#Document

"Title" = $SQLDocTitle

"qmDocumentTitle" = $SQLDocTitle

"qmDocumentNo" = $SQLDocNumber

"qmDocumentType" = $SQLDocType

"qmTemplateNo" = $SQLTemplateNo

"qmTemplateTitle" = $SQLTemplateTitle

"qmEditor" = $SQLEditor

"qmDocumentLanguage" = $SQLDocLanguage

"qmNotificationList" = $SQLNotificationUsers

#Revision

"qmRevisionNo" = $SQLRevisionNo

"qmRevisionReason" = $SQLRevisionReason

"qmRevisionChange" = $SQLRevisionChange

"qmValidFrom" = $SQLValidFrom

"qmValidUntil" = $SQLValidUntil

#Categories

"qmClient" = $SQLClient

"qmProcess1" = $SQLProcessGroup

"qmDepartment" = $SQLDepartment

"qmProcess2" = $SQLProcess2

"qmStandard" = $SQLStandard

"qmProcess3" = $SQLSubProcess

#Approval

"qmReviewer" = $SQLReviewer

"qmApprover" = $SQLApprover

"qmConfirmer" = $SQLConfirmer

"qmReviewTxt" = $SQLReviewResult

"qmApprovalTxt" = $SQLApprovalResult

"qmConfirmationTxt" = $SQLConfirmationResult

#System / general

"qmRecordId" = $SQLUniversalId

"qmRecordNo" = $SQLDocNumber

"qmContentType" = "QM Document"

"qmStatus" = "Valid"

"qmStatusEn" = "Valid"

"qmDocumentUrl" = $ServerRelativeFileUrl

"qmComment" = "Test item created from SQL row $RowCounter"

"qmModified" = $SQLModified

"qmCheckedOut" = $false

"qmInTraining" = $false

"qmTrainingMandatory" = $false

"qmValidityDoNotUpdate" = $false

}

# remove null values from hashtable

$NullKeys = @()

foreach ($key in $SPOValues.Keys) {

if ($null -eq $SPOValues[$key]) {

$NullKeys += $key

}

foreach ($key in $NullKeys) {

$SPOValues.Remove($key)

}

Write-Host "Uploading $LocalTestFilePath to $SPOFolderUrl"

Write-Log "Uploading $LocalTestFilePath to $SPOFolderUrl"

try {

$UploadedFile = Add-PnPFile `

-Path $LocalTestFilePath `

-Folder $SPOFolderUrl `

-Values $SPOValues `

-ErrorAction Stop

Write-Host "Uploaded OK"

Write-Log "Uploaded OK"

$CreatedItem = Get-PnPFile -Url $UploadedFile.ServerRelativeUrl -AsListItem

Get-PnPProperty -ClientObject $CreatedItem -Property ContentType | Out-Null

Write-Host "--------------------------------------------------"

Write-Log "--------------------------------------------------"

Write-Host "Created Shareflex item from SQL row"

Write-Log "Created Shareflex item from SQL row"

Write-Host "File: $($CreatedItem['FileLeafRef'])"

Write-Log "File: $($CreatedItem['FileLeafRef'])"

Write-Host "Folder: $FolderName"

Write-Log "Folder: $FolderName"

Write-Host "Content type: $($CreatedItem.ContentType.Name)"

Write-Log "Content type: $($CreatedItem.ContentType.Name)"

Write-Host "Title: $($CreatedItem['Title'])"

Write-Log "Title: $($CreatedItem['Title'])"

Write-Host "qmDocumentTitle: $($CreatedItem['qmDocumentTitle'])"

Write-Log "qmDocumentTitle: $($CreatedItem['qmDocumentTitle'])"

Write-Host "qmDocumentNo: $($CreatedItem['qmDocumentNo'])"

Write-Log "qmDocumentNo: $($CreatedItem['qmDocumentNo'])"

Write-Host "qmDocumentType: $($CreatedItem['qmDocumentType'])"

Write-Log "qmDocumentType: $($CreatedItem['qmDocumentType'])"

Write-Host "qmClient: $($CreatedItem['qmClient'])"

Write-Log "qmClient: $($CreatedItem['qmClient'])"

Write-Host "qmDepartment: $($CreatedItem['qmDepartment'])"

Write-Log "qmDepartment: $($CreatedItem['qmDepartment'])"

Write-Host "qmStandard: $($CreatedItem['qmStandard'])"

Write-Log "qmStandard: $($CreatedItem['qmStandard'])"

Write-Host "qmRevisionNo: $($CreatedItem['qmRevisionNo'])"

Write-Log "qmRevisionNo: $($CreatedItem['qmRevisionNo'])"

Write-Host "qmDocumentUrl: $($CreatedItem['qmDocumentUrl'])"

Write-Log "qmDocumentUrl: $($CreatedItem['qmDocumentUrl'])"

}

catch {

Write-Host "ERROR creating Shareflex item for row $RowCounter : $($_.Exception.Message)"

Write-Log "ERROR creating Shareflex item for row $RowCounter : $($_.Exception.Message)"

}

catch {

Write-Host "ERROR during SQL to Shareflex test: $($_.Exception.Message)"

Write-Log "ERROR during SQL to Shareflex test: $($_.Exception.Message)"

}

finally {

if ($SQLConnection.State -eq [System.Data.ConnectionState]::Open) {

$SQLConnection.Close()

}

else {

Write-Host "SQL to Shareflex test skipped"

Write-Log "SQL to Shareflex test skipped"

}

Conclusion

Migrating from Lotus Notes to Shareflex QMS does not have to be overly complex. By first moving the Notes database to SQL with Lialis LNExtract, including daily delta updates, a stable foundation is created. From there, PnP PowerShell can be used to load the documents and attachments into Shareflex QMS with the right metadata and structure. This approach combines the safety of a lift-and-shift extraction with the flexibility to reshape the content for a modern SharePoint-based quality management solution.

Migrating a Lotus Notes Database to Shareflex QMS via SQL and PNP PowerShell

Lotus Notes to Shareflex QMS, via SQL using PNP Powershell

Lift and shift the IBM Notes content to SQL

Transform SQL content into Shareflex QMS documents

Azure AD application

PnP PowerShell script we used

Conclusion

or email us

Lotus Notes to Shareflex QMS, via SQL using PNP Powershell

Lift and shift the IBM Notes content to SQL

Transform SQL content into Shareflex QMS documents

Azure AD application

PnP PowerShell script we used

Conclusion

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Notes 2 SQL – LNExtract Admin Manual

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