10 Sep

7 Key Steps for a Successful SharePoint Migration

15 September  2024

Are you upgrading your SharePoint setup? Do not be worried! If you know how to migrate data from SharePoint Migration, you can move data with ease and maintain company operations. This tutorial provides you with the seven necessary steps to guarantee a smooth and successful transfer procedure.

1. Chart Your Course: Planning is Key

• Define Source and Destination:

  Identify the location of your existing SharePoint (on-premises or SharePoint Online) and the target environment (new SharePoint Online site or another On Premises environment).

• Content Selection:

  Determine what content needs to be migrated (documents, lists, libraries, etc.). Prioritize critical information for a phased migration, if necessary.

2. Gather the Keys: Secure Admin Access

Obtain admin access for both the source and destination environments. This ensures proper permissions for seamless data transfer.

3. Choose Your Migration Weapon: Selecting the Right Tool

• SharePoint Migration Tool (SPMT):

  This free tool from Microsoft excels at migrating from on-premises SharePoint to SharePoint Online. Its user-friendly interface simplifies content selection and scheduling.

• Migration Manager:

  Built-in to SharePoint Online, Migration Manager is well-suited for smaller migrations or specific content types.

• Third-Party Tools:

  Consider robust third-party options for complex migrations or if you need advanced features like content filtering or mapping.

4. Test Run Before Takeoff: Pilot Migration

Before migrating everything, perform a pilot migration on a small set of data. This allows you to identify and troubleshoot any potential issues before they impact your entire migration.

5. User Access in the New World: Post-Migration Permissions

Ensure users have the appropriate access levels in the new SharePoint

environment after the migration is complete. This avoids disruptions to their workflow and ensures they can access the information they need.

6. Post-Migration Checkup: Verify Data Integrity

Once the migration is finished, verify the data integrity and user access in the new environment. This final step ensures a successful transition and identifies any lingering issues.

7. Keep Learning: Continuous Improvement

• Explore Microsoft’s official documentation for in-depth instructions and tool-specific details.
• Stay updated on the latest SharePoint migration best practices for future endeavors.

Therefore, you have already won half the battle in your SharePoint Migration by going over these 7 steps. Remember that thorough preparation, appropriate tool selection, and testing are required for a successful changeover.