How do I perform a Quick-Switch Document Migration?

​​​​​​​​​​How do I perform a Quick-Switch document migration?​

Answer:

This multi-pass migration strategy will allow you to accelerate a transition to the new system by moving all recent document data first, and then performing a Delta Migration Pass to migrate all remaining older documents.

 

A Quick-Switch Migration strategy requires working with the project level Advanced Option date filters and performing two migration passes.

Below are the exact steps to follow.

Pass 1:

  • ​Click Edit Project, click Advanced Options ​and, under Filtering, checkmark the box Only migrate items whose create date is after a specified date.
  • Set this date to three (3) months prior to the current date (or whatever date is decided to be the cut-off date filter). Also, we recommend to set hours/minutes to be: 0:0, as in the screen shot below.

quick switch date filter1.png 

  • Click the Save Options button (at the bottom right-hand corner of the dashboard).
  • Select the check box to select all items.
  • With items selected, click the Start button.
  • From the drop-down list, click Full Migration.
  • Click the Start Migration button.

 

 Pass 2:

  • ​Click Edit Project, click Advanced Options, ​and under Filtering, deselect the check box Only migrate items whose create date is after a specified date.
  • Then select the check box Only migrate items whose create date is before a specified date.

  • Set this date to three (3) months prior to the current date (or whatever date is decided to be the cutoff date filter). Also, we recommend setting the hours/minutes to be: 0:0, as in the screen shot below.

quick switch date filter 2.png 

  • Click the Save Options button (in the bottom right-hand corner of the dashboard).
  • Select the check box to select all items.
  • With items selected, click the Start button.
  • From the drop-down list, click Full Migration.
  • Click the Start Migration button.

 

Notes:

  • Document migration licenses allow up to ten (10) passes to be made per line item in the MigrationWiz dashboard.
  • MigrationWiz is a migration solution (not a synchronization solution) and will NOT propagate updates, deletes or moves of the items previously migrated in the first migration pass, because we do not have “live” monitoring of changes (as with a sync agent) and we cannot handle scenarios, such as conflict res​olution, without user interaction.
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