This is the complete onboarding task flow for migrating folders and documents from SharePoint to SharePoint using the v2 endpoint. The key difference for this type of migration scenario is that it requires an Azure subscription. This new v2 API leverages Azure to maximize speed and bypass throttling. Complete the steps in order. Links to corresponding Knowledge Base articles are provided.
Both On-Premises and SharePoint Online versions are supported. Both the Source and Destination must be either SharePoint Online or SharePoint On-Premises 2010 or later. Versions 2007 and earlier are not supported.
The two most common scenarios are migrating from On-Premises SharePoint to SharePoint Online or migrating SharePoint content after a company acquisition. SharePoint Online has certain limitations. You need to be aware of these limitations before migrating. They are documented in the following article: What limitations of SharePoint Online or OneDrive for Business should I be aware of when migrating?
This migration scenario is free and requires no MigrationWiz licenses.
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 resolution without user interaction.
MigrationWiz supports the capability to share migration projects across a Workgroup. When the Project Sharing feature is turned on, all Agents besides those who are Inactive can view all migrations projects. For more information, visit Project Sharing in MigrationWiz.
Prepare Azure Environment
Note: If using Microsoft-provided Azure storage, you can skip this section.
- Estimate Azure storage costs. This step is optional but is useful in order to provide the customer with upfront storage costs ahead of time. For more information, see Estimate Azure Storage costs for migrations.
- Buy an Azure subscription (or use the free one-month trial, and be aware that this option is only viable if you are performing a very small migration). For more information, see How do I buy an Azure subscription?
- See How do I create an Azure Storage Account? to create your storage account. You will need to set up a STORAGE (General Purpose v1 or v2) account rather than a storage blob. Take note of the storage account name and the primary access key. (In Azure, from the storage screen, click Manage Access Keys at the bottom of the screen.) These need to be entered into the MigrationWiz migration project when specifying the Destination settings. We recommend that you create your Azure storage account in the same Microsoft data center as the Destination Office 365 tenant. There is no need to create any Azure containers for this migration.
Note: The access key information that is needed are these:
- -accesskey – This is the Storage account name for the Blob – example “accountname”
- -secretkey - This is the access key for the Storage account – example “W1RrDfkPNkfYfdVqizMNJjn5mXchwMP5uYBY8MsMqWTA7EubG911+4fZlki0Gag==”
Prepare Source Environment
- Save library templates.
Note: This step is only required if you want to apply templates from your Source libraries onto your Destination libraries.
- Important, the v2 connectors do not support invalid XML characters. The list of sites will need to be checked for these characters and sites with invalid characters will either need to be renamed or migrated using a v1 connection instead of v2.
Note: The invalid characters are: < > " ' &
Prepare Destination Environment
- Create a SharePoint Online administrator or Site Collection administrator account to be used for migration, or use the global admin account for the tenant. More information about these can be found here.
- Create SharePoint site libraries and schema.
Note: Make a note of the site URL where the document libraries are stored. This will be entered when creating your MSPComplete Destination endpoint.
- Create the structure of the document libraries, and also create the actual document libraries on the Destination SharePoint site, before beginning the migration project.
Note: Refer to this Microsoft training video for more information on the steps: Create your document library.
- Optional: Apply the Source library templates to your Destination libraries.
Note: This step is only required if you want to maintain the same look, feel, and design of your Source libraries on your Destination.
- Create the customer. For more information see View, Add, and Edit Your Customers
- Create the Source and Destination endpoints. For more information see View, Add, and Edit Customer Endpoints
- For the Source endpoint:
- Click Endpoints > Add Endpoint > Enter endpoint name > For endpoint type, select SharePoint.
- Enter the URL for the top-level SharePoint document library. For more information on finding the URL for the SharePoint library, see How do I find the URL for my SharePoint Library or OneDrive for Business?
- Enter the administrator username and password in the fields.
Note: This must be either a Global administrator, SharePoint Online administrator, or a Site Collection administrator account.
- For the Source endpoint:
- For the Destination endpoint:
- Click Endpoints > Add Endpoint > Enter endpoint name > For endpoint type, select SharePoint v2.
- Enter the administrator username and password in the proper fields.
- Enter the Azure Storage Account Name and Azure Access Key or select Microsoft provided Azure Storage.
Note: This must be either a Global administrator, SharePoint Online administrator, or a Site Collection administrator account
- Create the Document Migration project. Read the How do I create a new migration project? article for more information.
- Add the accounts (items) that will be migrated to the project. For more information see How do I add items to my migration project?
- This does not require the whole URL, just the name of the library. The name that needs to be entered under the library field for both Source and Destination will be the text that is at the end of the site URLs.
- This field is case-sensitive.
- This may be different than the actual name that has been set for the Document Library. The examples below help explain this:
- If the document library is named "Documents" and the URL is listed as "xxxxxx.sharepoint.com/Documents/", enter Documents as the document library name.
- If your document library is named "Documents" but the URL says "xxxxxx.sharepoint.com/Shared Documents/", then the name of the document library that needs to be entered is Shared Documents.
- Set the Project Advanced Options.
Note: This step is optional because there are no specific recommended advanced options for this scenario. For more information see What project Advanced Options are available?
- Run Verify Credentials. For more information see How do I verify credentials?
- Perform a Full Migration. For more information see How do I start a migration?
- Click the pie chart icon in the MigrationWiz dashboard to receive an email containing all the project migration statistics. For more information see How do I request statistics for my migration project?
- To prevent users from inadvertently using the Source SharePoint libraries, decommission the Source SharePoint server, libraries, or user accounts.
- Delete all the Azure containers used for this migration. This will prevent incurring post-migration Azure costs for these containers. Be careful to only delete the containers created for this migration.