SharePoint On-line Migration: Steps & Greatest Practices

31 January 2023

SharePoint On-line is a robust device for collaboration and doc administration, however migrating to the cloud-based platform could be a daunting job. On this article, we’ll present a complete information on migrate to SharePoint On-line, together with a guidelines of necessary steps to take and finest practices to observe.

Earlier than starting your migration, it is very important assess your present surroundings and perceive your small business necessities. This consists of figuring out what content material must be migrated, figuring out the suitable migration technique, and planning for any customizations or third-party options which may be impacted by the transfer.

After you have a transparent understanding of your present surroundings and necessities, it’s time to start the migration course of. The next is a guidelines of necessary steps to take when migrating to SharePoint On-line.

SharePoint On-line Migration Steps 

Plan your migration 

It is very important create an in depth plan outlining the steps you’ll take in the course of the migration course of, together with timelines and sources required. This can assist be certain that the migration is accomplished on schedule and inside funds and that each one crucial sources are in place. The plan ought to embrace particulars corresponding to what content material shall be migrated, the migration technique for use, and any customizations or third-party options which may be impacted by the transfer.

Put together your supply surroundings 

Earlier than migrating your content material to SharePoint On-line, it is very important be certain that your supply surroundings is clear and arranged, with all content material and metadata correctly tagged and labeled. This can assist to make sure that the migration course of is as easy as potential and that each one content material is correctly transferred to the brand new platform.

Carry out a pilot migration

A pilot migration is a take a look at migration of a small subset of your content material. This can make it easier to to determine any points that will should be addressed earlier than migrating all the dataset. It would additionally make it easier to to make sure that the migration course of is working as anticipated and that the ultimate migration will go easily.

Carry out the migration

After you have accomplished the pilot migration, it’s time to carry out the total migration. Use the suitable migration technique to maneuver your content material to SharePoint. This may occasionally embrace utilizing a third-party migration device or utilizing the built-in SharePoint Online migration tool.

Validate the migration

After the migration is full, it is very important confirm that each one content material has been efficiently migrated and that each one metadata and permissions have been preserved. This can assist to make sure that all content material is accessible and useful as anticipated and that there aren’t any points with the migration course of.

Take a look at the migration

Carry out thorough testing of the migrated content material to make sure that it’s accessible and useful as anticipated. This can assist to make sure that all content material is correctly transferred to the brand new platform and that there aren’t any points with the migration course of.

Along with the steps outlined above, a number of finest practices must be adopted when migrating to SharePoint On-line

Talk early and infrequently:

Hold stakeholders knowledgeable all through the migration course of to make sure that everyone seems to be conscious of the standing and progress. This can assist to make sure that stakeholders can present enter and suggestions and that they’re able to put together for the migration.

Contain key stakeholders: 

Contain key stakeholders within the migration course of to make sure that their wants and considerations are addressed. This can assist to make sure that stakeholders are in a position to present enter and suggestions and that their considerations are addressed.

Take a look at, take a look at, take a look at: 

Carry out thorough testing of the migration to make sure that all content material is accessible and useful as anticipated. This can assist to make sure that the migration is profitable and that there aren’t any points with the migration course of.

Present coaching: 

Present coaching to customers on use SharePoint Online and any new options or performance which may be accessible. This can assist to make sure that customers can take full benefit of the brand new platform and that they will use it successfully.

Monitor and preserve: 

Monitor the migration to make sure that all content material is accessible and useful, and take steps to handle any points that will come up. This can assist to make sure that the migration is profitable and repeatedly monitor the surroundings to make sure that the migration goes easily, look out for any errors or points and deal with them promptly.

Conclusion

Migrating to SharePoint On-line could be a complicated course of, however with correct planning and execution, it may be performed efficiently. By following the steps outlined on this information and implementing finest practices, you may be certain that your migration is easy and profitable and that your customers have a optimistic expertise with the brand new platform.

At Star Data, we’re proud to be a Microsoft Gold Companion, giving us unparalleled experience in SharePoint. We’re dedicated to serving to you not simply arrange your new system, however totally embrace it. From implementation to coaching and past, we’ll information you thru each step of your migration. Selecting to work with us means not solely a profitable migration but in addition the peace of mind that you’ve got made the precise selection in each expertise and accomplice. Contact us at the moment to start out your journey towards a seamless migration to Microsoft SharePoint.