Effective SharePoint Migration tips – Part 2 Pre-migration
December 10 2020
SharePoint Online is a strong content management tool. With the power of Microsoft cognitive tool Cortana and with Project Cortex, it has become an intelligent tool. Hence, when migration is being planned it becomes of utmost importance to carry out the Pre-migration activities, which involves content assessment as one of its main components.
Let’s quickly delve into each of the activities in the assessment exercise.
1. Content assessment activities
Content types and document types assessment
Understanding the non-supported content types
2. Permission assessment activities
Review existing permissions
By content type
By content owners/department owners
By Project types/hierarchy types
Review and build new permission matrix as per the new SP Online environment
File/Folder structure assessment activities
Review the folder structured
Nested type of file/folder structure
Review its naming convention
Review with management and as per the new SP Online, if needed do the renaming of the file/folder structure to avoid complexity.
Extract metadata from filenames and folder names
Extract from the content structure
Build a structure of managed metadata as per the department or project or content types.
Build a structure of managed content types
Integrations & Customization
In general, when migration from existing SP environment or any other systems, one of the crucial elements is to understand about integration and customization. The elements that need to be assessed are
Any customization in terms of web part
Customization in terms of portal design
Any workflow customization
Any document control customization
Integration of SP system with others like any database, erp or with any business connectivity services etc
Though there can be multiple types of integrations, these forms as a necessary assessment exercise to avoid cost overruns, timeline mismatch and project failures.