SharePoint Site Migration Guide

Overview:

  1. Introduction to SharePoint Site Migration
  2. Prerequisites
  3. Create Your Microsoft SharePoint Connectors
  4. SharePoint Site Migration Settings
    1. Site List
    2. Mapping Table
    3. Global Settings
    4. Audit
    5. Pre-Processing
    6. Migration
  5. Troubleshooting

 

1. Introduction to SharePoint Site Migration

Cloudiway’s SharePoint Site migration solution helps businesses perform technical migrations through a simple SaaS interface.

As a result, Site migrations require no additional software installation, and migrations can be performed securely and quickly.

This guide is aimed at experienced system administrators who are capable of connecting to remote systems and using a variety of administration tools.

1.1. Performance & Security

For more information about security, please refer to this article.

For more information about migration performance, please refer to this article.

1.2. License Management

Cloudiway platform automatically assigns the licenses, for more details regarding the license management, check out this page.

1.3. Delta Passes

Delta migration is a Cloudiway functionality that allows you to migrate incrementally. Changes are migrated during delta passes. Deletions are not propagated.

1.4. Support

Although we provide support for our own products, we do not provide support for third-party products such as PowerShell nor SharePoint administration.

If you are concerned you might have any difficulty completing these steps, please consider a solution with our consulting team, contact us. This will ensure a fast, cost-effective, and stress-free implementation.

2. Prerequisites

2.1. How it works

Migration uses a mix of Graph APIs and CSOM calls. Therefore it requires to configure specific permissions at the source and at the target to execute Graph and CSOM calls.

2.2. Mapping Table

In SharePoint, there are permissions and metadata (createdby, modifiedby, etc.) that contain email addresses. During the migration, these addresses must be converted into target accounts.

To achieve this, Cloudiway uses a mapping table to perform the conversion.

Important: the mapping table must contain all the users and groups of the organization. Any missing email address will not be converted and would end up with the loss of permissions and metadata.

Prepare your mapping table for users and sites in CSV format, ready to upload later on.

2.3. Source Prerequisites

First, we recommend creating an account dedicated to the migration, that can be deleted once the migration is completed.

  • For CSOM access, it must be SharePoint administrator.
  • It must not be configured with multi-factored authentication (MFA) or SSO (ADFS).
  • Legacy Authentication must be turned on.

2.4. Target Prerequisites

We recommend creating an account dedicated to the migration, that can be deleted once the migration is completed.

  • It must be SharePoint administrator.
  • It must not be configured with multi-factored authentication (MFA) or SSO (ADFS).
  • Legacy Authentication must be turned on.

Cloudiway automatically creates the Site collections and subsites, therefore they don’t have to exist prior to the migration. If they already exist, they will be used and data appended to them.

2.5. Azure Active Directory Application

Graph APIs calls are performed through an Azure Active Directory Application which is granted specific permissions.

You can either create an Azure Active Directory Application manually or let the platform create one for you.

Please consult our How To Create Azure Apps Registration page to create the Azure Active Directory Application and associated permissions.

3. Create Your Microsoft SharePoint Connectors

To facilitate the SharePoint Site migration, the Cloudiway platform needs to be able to communicate with both your source and target domains. To do this, Cloudiway uses connectors. You will need to set up a connector for each source tenant and each target tenant. Please refer to this page to configure your connectors.

For large projects, it’s possible to create multiple connectors that will be used in parallel. Please contact Cloudiway consulting services if you need to set up this configuration.

4. SharePoint Site Migration Settings

Note: to test the migration, you can use a Trial License, please consult this article to assign a Trial License.

4.1. Site List

To perform the Site migration, navigate to Sites > Site List

SharePoint Migration Guide Site List

You have 3 different ways to fill the list:

4.1.1. Option 1: Get Sites

Get Sites

The Get Sites entry under the MIGRATION menu connects to the source and retrieves the full list of Site collections and subsites.

Select the connector you want to connect, click on GET.

Note: you can monitor the progress of this task in the Global Logs.

Once the job is completed, the list displays all the sites. Next, you need to assign a target connector to all the entries.

Select the entries, click on MANAGE, then Assign Target.

Site List Assign Target

Select the connector, click on Assign.

4.1.2. Option 2: CSV import

If you have a CSV file of all your sites, you can upload the file to Cloudiway.

The file must have the following fields in the header row:

SourceName;SourceId;SourceEmailAddress;SourceRecipientType;TargetName;TargetChannelName;TargetEmailAddress;TargetUrl;TargetRecipientType;ParentObjectId;TemplateName;Description;

Example: mysourcesitename;/sites/mysourcesiteurl;;ModernSite;destinationsitename;;;/sites/destinationsiteurl;ModernSite;0;STS#3;

FieldDescription
SourceNameThe site name
SourceIdThe relative URL of the site
SourceEmailAddressNot used, leave blank
SourceRecipientTypeEnter Classic or ModernSite
TargetNameThe target site name
TargetChannelNameNot used, leave blank
TargetEmailAddressNot used, leave blank
TargetUrlThe relative URL at the target
TargetRecipientTypeEnter Classic or ModernSite
ParentObjectIdEnter 0
TemplateNameThe name of the template
DescriptionShort description of the site (without special characters)

Click on MANAGE, Import, select the CSV File, the Source and Target Connectors, then click Upload.

Import CSV

4.1.3. Option 3: Create an entry manually
Many of our first-time customers create a single Site for testing purposes.

Click on MANAGE, Create.

SharePoint Create Site

  • Source Connectors Pool: Select the pool of connectors.
  • Target Connectors Pool: Select the pool of connectors.
  • Source Recipient Type: Select Classic or Modern Site.
  • Target Recipient Type: Select Classic or Modern Site.
  • Source Site Name: Enter the name of the Site to migrate.
  • Target Site Name: Enter the name of the Site that you want to create (the name can be different).
  • Source Site URL: Enter the relative URL of the SharePoint Site.
  • Site Address: Select the Site prefix for the URL.
  • Target URL: Enter the relative URL of the SharePoint Site.

Click on OK.

4.2. Mapping Table

Mapping Table

Click on Mapping Table.

You can upload a User or Group list via CSV (use IMPORT) or CREATE your entries manually.

A template of CSV file is available on the platform when you click on IMPORT.

FirstName;LastName;SourceEmail;TargetEmail;DisplayName;EntryType;

  • User example: test;user1;test@source.com;test@target.com;test user;0
  • Group example: ;;testgroupe@source.com;testgroup@target.com;testgroup;1

EntryType: enter 0 for user, 1 for group.

FirstName and LastName: Leave blank for group.

4.3. Global Settings

At this point, you are ready to migrate.

You can review the settings in Global Settings.

SharePoint Site Migration Global Settings

Migration of Permissions: Disable it if you want to migrate the Site without permissions.

Migration of TermStore: Disable to improve performances if you are not using TermStore.

4.4. Audit

This feature reports information about the Source Site:

      • Number of files,
      • Number of libraries,
      • Number of pages,
      • Number of members,
      • Author of the Site,
      • Date of last modification.

To Audit a Site, in Site List, select it and click on MIGRATION, Audit.

Site Audit

4.5. Pre-Processing

The pre-processing tool creates the Site at the target if it doesn’t already exist.

What does the pre-processing tool in detail?

At the target:

      • It creates Site collections and subsites.
      • It migrates the permissions.
      • It creates SharePoint libraries.

To pre-process a Site, in Site List, select it and click on MIGRATION, Pre-Processing.

The Site is now ready to be migrated.

4.6. Migration

Before starting the migration, you must run the pre-processing (see step above) of the Site.

To start the migration, in Site List, select it and click on MIGRATION, Start.

This will schedule the migration. The migration will start as soon as there is a free spot on the platform.

You can monitor your migration by clicking on the Site in the list.

Microsoft Teams Migration Logs

5. Troubleshooting

Cloudiway provides an extensive knowledge base with many resources, including common error messages, video guides, and downloads.

Please visit the knowledgebase here: https://help.cloudiway.com/

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