How To Do Sharepoint Migration? Step By Step Procedure

SharePoint migration is a popular issue among IT professionals. It can be a complex task and requires special attention to detail in order to ensure a successful result. This article will provide the reader with proper SharePoint migration steps, as well as offer helpful tips and resources along the way. This article aims to empower the reader to achieve their desired outcome quickly and efficiently, freeing them from the burden of managing their own data. If you are worried about how to do SharePoint migration then by following these simple SharePoint migration steps, readers will be able to easily perform a SharePoint migration plan with minimal effort and time investment. Satin Corp provides the best on-prem to SharePoint Online migration at the best prices. Contact us for the best SharePoint migration plans. 

1.Identify Your Current Sharepoint Environment

The first step in a successful SharePoint migration plan is to identify the current Sharepoint environment. This includes mapping out the structure of existing content, assessing existing customization, and identifying data sources. It is also important to understand the current user roles and permissions, as well as any restrictions or limitations that may exist. In addition, it is necessary to determine the stakeholders involved in the SharePoint migration plans and how they will be affected by their completion. If you want the best on-prem to SharePoint Online migration plan then contact Satin Corp. 

When considering the options for migrating a Sharepoint system, there are two main methods: on-prem to SharePoint online migration or cloud-based solutions. on-prem to SharePoint Online migration solutions require physical servers onsite and are generally more expensive than cloud-based solutions; however, they provide greater control over customizations and integrations with third-party systems. Cloud-based solutions usually involve less maintenance and can scale easily; however, they can also be more vulnerable to data breaches due to a lack of physical security measures. If you don’t know how to do SharePoint migration then read on!

Sharepoint migrations steps can range from minor changes such as creating new sites or updating existing ones to large-scale projects such as migrating an entire organization’s intranet to Sharepoint Online or Hybrid architectures. Regardless of the project size and scope, it is essential to have a clear plan for each stage of the process including planning, testing, deployment, training users, and monitoring results. Having a comprehensive plan in place before starting a migration project will help ensure a smooth transition with minimal disruption for all stakeholders involved in the process. You must be aware of how to do SharePoint migration steps as it helps to bring out the best results. 

2.Create A Migration Plan

Creating a migration plan for a Sharepoint environment is a crucial step in the overall migration process. It requires careful consideration of several factors, including which environment to migrate to, how much data needs to be migrated, and what kind of timeline should be followed. A comprehensive checklist of items that need to be addressed before beginning the migration process should form the basis of the migration plan. It is very essential to know how to do SharePoint migration steps as it has a great impact on the overall results. 

The first item on the checklist is to identify and document all existing components in the current Sharepoint environment. This should include any databases, web applications, services, permissions and user roles, customizations, or other configurations that are in place. Once these components have been identified and documented accurately, they can then be incorporated into the new Sharepoint environment during the actual migration process.

Additionally, it is important to consider any dependencies between different components that may exist when creating a SharePoint migration plan; for example, if certain services are dependent on particular applications or databases being present in order for them to function correctly. Ensuring that such dependencies have been accounted for will help ensure no disruption or data loss occurs during the actual migration process itself.

Finally, once all necessary pre-migration tasks have been completed, it is time to begin preparing for the actual Sharepoint Migration itself by creating a detailed project timeline with realistic deadlines for each task involved in migrating content from one environment to another. To avail of on-prem to SharePoint Online migration services contact Satin Corp. This timeline should also include contingencies for unexpected delays or problems that may arise during the course of the migration process – as well as plans for regular post-migration monitoring and maintenance tasks.

 3.Create A Backup Of Your Current Environment

Creating a backup of your current environment is an essential step when planning Sharepoint migration steps. It helps to ensure that no important data and configurations are lost in the process. A backup should include all of the relevant files, databases, settings, and user profiles from both the source and target environments. It should also be created in a location that is secure and accessible. If you want to learn how to do SharePoint migration then contact Satin Corp for more information. 

The first step in creating a backup is to identify which files are necessary for the migration. This includes any existing databases, documents, images, videos, webpages, and other content related to Sharepoint. Once these items have been identified, they need to be backed up on a local or remote storage device. This can be done manually or via automated tools such as Microsoft’s Backup utility or third-party solutions like CodeTwo Move & Copy or Sharegate Migration Suite.

After the backup is complete, the next step is to verify that all of the data was successfully transferred by restoring it to another computer or cloud-based platform. This will help ensure that all of the necessary files were included in the initial backup and none were missed during the migration process. Additionally, it provides an additional layer of protection in case something goes wrong with one of the systems during a migration. Verifying data backups before proceeding with any type of migration project helps to reduce potential risks and allows for more successful outcomes overall. It is also very important to learn how to do SharePoint migration steps as it has a significant impact on the overall results. 

4. Install Infrastructure Components

Migrating from one environment to another can be a complex task. To successfully migrate from the existing environment to the new environment, certain infrastructure components must be installed in the target destination, and one must be aware of how to do SharePoint migration steps. Installing these components is an important step in the process of migration.  

The first component that must be installed in SharePoint Server. This component includes several features such as collaboration, search, and development tools which are necessary for a successful migration. Additionally, any other services that are needed for the migration process can also be installed during this step and you must be aware of how to do SharePoint migration steps. Once all the necessary components have been installed in the target destination, they must then be configured and tested to ensure that they are working properly.

Once all components have been successfully installed and configured, it is time to begin migrating data between source and target environments. Depending on what type of data needs to be migrated and how much data needs to be transferred, this process may take anywhere from a few hours to several days or even weeks. It is important to keep track of progress throughout this stage so that any potential issues can quickly be identified and resolved before any further damage is done.

Migration from one environment to another requires significant planning and foresight in order for it to go smoothly and without issue. Careful consideration of what infrastructure components need to be installed in the target destination will help ensure that everything is properly set up for a successful migration process. If done correctly by following proper SharePoint migration steps, migrating from one environment to another can offer an organization many benefits both now and in the future.

5.Prepare Source And Target Servers

The preparation of source and target servers is an essential step in the Sharepoint migration plan. Before any data can be transferred, a comprehensive evaluation must be conducted on both the source and target systems to ensure they are compatible, and that all necessary software components are present. Furthermore, it is important to review all settings to confirm that the system configurations are appropriate for the migration.

To begin, it is important to establish a secure connection between the source and the target server. This includes verifying that all ports are open, ensuring network firewall rules are configured properly, and setting up authentication protocols such as Kerberos or NTLM to prevent unauthorized access. Additionally, permissions should be reviewed to ensure only authorized users can access sensitive data after the SharePoint migration steps are complete.

Once the connection between servers has been established, a thorough analysis of each system should be conducted. This entails verifying that each system has enough storage capacity for the files being migrated; checking if software versions match; testing system performance; creating backup copies of existing databases; and configuring security settings for both servers before data transfer commences. Taking time to review these details will help ensure a successful Sharepoint migration plan without any data loss or security risks.

6. Establish Network Connectivity

Network connectivity is a key component of any successful SharePoint migration plan. Without the ability to transfer data between the source and target servers, no migration can take place. Establishing network connectivity between the two is therefore an essential SharePoint migration step.

The process of establishing network connectivity typically involves opening ports on both the source and target server firewalls, as well as configuring each system to recognize and communicate with the other. Additionally, special consideration may need to be given to networked devices that exist between the two servers, such as routers or switches. Any configurations made to these devices must be documented for future reference.

Once all steps necessary to establish a connection have been completed, it is important to test the connection before attempting any data transfers. All elements must be functioning correctly in order for a successful migration to occur. If any issues are identified during testing, they must be resolved before further progress can be made in this area of the project. Taking these precautions will ensure that the overall Sharepoint migration plan runs smoothly and efficiently.

7. Test Migration Connectivity

Testing migration connectivity is the next step in the SharePoint migration steps. It is important to ensure that all the components of the network are properly connected and configured for a successful migration. The tools used for this test must be tested to verify that they are working correctly and that no errors arise during the process. Furthermore, security protocols should be evaluated to make sure that data is not compromised throughout the transfer process.

It is also important to take into consideration any hardware or software limitations when testing migration connectivity. This includes ensuring that all of the relevant hardware components such as routers and firewalls are compatible with each other and that any software updates have been implemented prior to beginning the process. Additionally, it is necessary to ensure any existing connections are properly configured so as not to interfere with any of the new connections created during migration.

The successful completion of this stage of testing will provide assurance that all systems are connected correctly, which will enable a smooth transition from one platform to another while protecting data integrity throughout the entire process. As such, it is essential to thoroughly test connectivity before proceeding with the actual migration of data.

 8.Select Data To Migrate

The selection of data to migrate is an essential component when it comes to implementing a successful SharePoint migration plan. It requires careful consideration from the beginning, as incorrect selections may lead to a more complex and time-consuming process further down the line.

In order to make wise choices about which data should be migrated for use with SharePoint, one must consider what specific pieces of information are needed for their workflow and select those items accordingly. Here are some tips to help with the selection process:

• Identify the most important files that need to be migrated first

• Examine existing file structures and ensure they are compatible with SharePoint

• Consider whether certain pieces of data can be integrated into other applications or databases

Once the data is chosen, it can then be prepared for import into SharePoint. This involves creating a backup of all files that will be moved, as well as making sure that any metadata associated with the files is properly documented in order to retain its integrity once it is uploaded onto the new platform. After preparation is complete, teams can begin the actual migration process, confident that they have chosen the right pieces of data needed for their workflow.

9.Perform Pre-Migration Tasks

The pre-migration tasks are an integral part of a successful SharePoint migration plan. It is important to ensure that the source data is suitable for the target environment before beginning the migration process. These tasks involve reviewing and preparing the data, setting up the target platform, and ensuring that any customizations or configurations are in place before commencing the actual migration process.

The first step in pre-migration tasks is to review and prepare the source data for migration. This includes assessing the quality of the source data, identifying any potential issues with it, and making sure it is ready for migration by cleaning it up if necessary. Once this is done, a plan must be created to migrate the data from the source to its new home on the target platform. The plan should include details such as which databases will be migrated, how long it will take, and any requirements or restrictions that need to be taken into account during on-prem to SharePoint online migration.

Once these preparatory steps have been completed, setting up the target platform can begin. This includes configuring authentication protocols, security policies, access control lists (ACLs), and other features required for a successful SharePoint deployment. Any customizations or configurations made during this phase must also be tested thoroughly before moving on to actual data migration. Additionally, proper testing should be done on the migrated data itself to ensure that all expected results are achieved post-migration.

Migrating data from one platform to another can be a complex task requiring knowledge of multiple systems and processes; therefore, performing these pre-migration tasks or on-prem to SharePoint Online migration correctly is critical for a successful SharePoint migration plan. By following best practices when preparing source data and setting up target platforms prior to migrating data, organizations can save time and resources while improving their chances of successfully migrating their content into SharePoint.

10. Perform Sharepoint Migration

The process of performing SharePoint migration steps is a complex endeavor, requiring multiple steps and considerations. While the general process for migrating to SharePoint is similar across organizations, the specific challenges and tasks required will vary based on each organization’s needs and environment. This section outlines the major steps involved in a successful SharePoint migration plan.

Before beginning the actual migration, it’s important to perform pre-migration tasks such as detailed analysis of the current environment, user training, data cleanup and archiving, developing a communication plan, creating an application inventory, and risk assessment. Once these essential steps have been completed, organizations can then begin the actual migration process. For on-prem to SharePoint Online migration contact Satin Corp. 

The key elements of successful SharePoint migration steps include: preparing hardware infrastructure for deployment; installing software components; migrating data from existing sources; configuring settings in SharePoint; testing applications; deploying applications; establishing security protocols; and providing user training. Each of these SharePoint migration steps should be carefully reviewed to make sure that all aspects are addressed accurately before finalizing the deployment of the new system. By adhering to best practices during each stage of the process, organizations can ensure that their SharePoint migration plan is successful.

In order to guarantee an effective transition to a new platform such as SharePoint, it is essential to develop clear goals and objectives at each step within this complex process. Organizations must identify areas where they need assistance or advice from experienced professionals who specialize in this type of project management and implementation. Additionally, it is important that there is clear communication between stakeholders throughout the entire duration of the project in order for it to be successfully completed. With careful planning and execution, organizations can use SharePoint effectively in order to achieve their desired business objectives.

11. Configure Post-Migration Settings

Post-migration settings must be configured correctly for the successful completion of a Sharepoint migration plan. It is important to ensure that all essential settings are appropriately addressed to ensure that the migration process runs smoothly and without any issues.

The following steps should be taken to configure post-migration settings:

• Establish a new server environment and configure it properly to host the migrated Sharepoint site.

• Ensure that all necessary applications, users, and permissions are set up correctly before starting the migration process.

• Perform a thorough test of the setup before you start the actual data transfer from one environment to another.

• Make sure that all security protocols are in place and functional so that data can be securely transferred between environments.

As part of configuring post-migration settings, it is also important to create a backup plan in case something goes wrong during or after the migration process. This will help minimize any disruption or downtime due to unexpected technical difficulties or security breaches, allowing users to have access to their data quickly and easily should an issue arise. Additionally, having a backup plan in place can provide peace of mind and assurance that your data is safe, secure, and accessible at all times.

12. Run Migrations Tests

Once the configuration of post-migration settings is complete, the next step in a SharePoint migration plan is to run tests. The purpose of running these tests is to ensure that all data and applications have been successfully moved and that the user experience remains intact. As a result, it is important to take the time to run through each test and provide as much detail as possible when documenting any issues or discrepancies.

In order to test a successful SharePoint migration plan, there are several areas that should be taken into consideration:

•UX Testing: This involves testing the user experience in terms of navigation, UI elements, loading times, and overall performance.

•Functional Testing: This ensures that features such as search and security are functioning correctly.

•Data Validation: This checks for any inconsistencies between source and target sites.

•Load Testing: This simulates user load on the system in order to measure performance under high demand.

•Regression Testing: This runs tests on previously working features to check for any broken functionality since changes were made during the migration process.

The results from these tests can then be used to make any necessary adjustments before going live with the new SharePoint site or application. With effective testing practices in place, organizations can ensure their SharePoint migration plans are completed smoothly with minimal disruption or downtime.

13. Resolve Issues After Migration

Migrating from one version of SharePoint to another can be a complex and lengthy process. Following proper SharePoint migration steps, however, can help ensure the successful transition between versions. After completing the migration process, there may still be issues that need to be resolved in order for it to function correctly.

To begin with, administrators should review the application and identify any errors that may affect performance. It is essential that they test the application thoroughly to ensure it is working as anticipated before making the final transition. This includes running scenarios such as migrations tests and checking logs for any unexpected results or messages. Additionally, administrators must make sure all data is backed up and stored securely in case of any issues during the migration process.

Ultimately, resolving any issues after migrating to a new version of SharePoint is critical for its successful operation. Administrators should conduct thorough tests on both old and new versions of SharePoint to ensure data integrity is maintained during the transition period. They should also have a plan in place for restoring backups if needed. Taking these steps will help guarantee that users are able to enjoy uninterrupted access to their applications when transitioning from one version of SharePoint to another.

14.Clean Up Sharepoint Environment Post Migration

SharePoint environment cleanup post-migration is essential for organizations to benefit from the full potential of their new infrastructure. It can be a difficult process, but it is critical to ensure the migration was successful and that users are able to access resources without issue. While there is no single definitive way to go about cleaning up a SharePoint environment after migration, there are several SharePoint migration steps that should be taken to prepare the system for use.

The first step in maintaining a clean SharePoint environment after the migration is to analyze the current state of all applications on the system. It may be necessary to delete or modify any apps that have been left behind due to the migration process. Once this has been done, it’s important to make sure all of the required permissions are set correctly. This includes ensuring users have appropriate access levels and that all folders and documents can only be accessed by those with permission. To know how to share on-prem to SharePoint Online migration contact Satin Corp. 

Finally, it’s important for administrators to keep an eye on how users are using SharePoint post-migration and take steps as needed if any issues arise. This could include making sure users are not duplicating data unnecessarily or installing apps without permission. Keeping an active watch over usage will ensure users get the most out of their new SharePoint environment while minimizing potential issues down the line.

15. Train Users On New Sharepoint Environment

Sharepoint environment migration and proper SharePoint migration steps are important processes for any organization seeking to upgrade its infrastructure. After the technical aspects of migration have been completed, it is essential to provide training and support for users in order to ensure a smooth transition. Training users on the new Sharepoint environment allows them to better understand the new system and how to do SharePoint migration effectively.

The process of training users involves introducing the new features of the Sharepoint environment and teaching them how to do SharePoint migration steps. This includes providing instructions on how to navigate around, use specific applications, access files, create documents, and modify settings. The training should also include information about how to search for content, post content, collaborate with others, and share resources. Furthermore, users should be instructed on how to submit feedback or report issues with the platform.

To ensure that users are able to make full use of the new Sharepoint environment and achieve maximum productivity, an effective training plan must be developed that provides clear instructions on all aspects of using the platform. on-prem to SharePoint online migration is provided by Satin Corp contact us for more details about SharePoint migration steps. This can involve traditional instructor-led classes as well as online tutorials and self-guided resources such as videos or blogs. In addition, ongoing support should be provided via a help desk or support forum so that users have a place where they can ask questions or get assistance when needed.

With adequate preparation and user education, organizations can successfully transition their environment with minimal disruption and maximize their return on investment. If you want to know how to do SharePoint migration then contact Satin Corp and learn how to do SharePoint migration steps


Migrating to a new SharePoint environment can be a daunting task, but with proper planning and execution, it can be completed successfully. Starting with an assessment of the current system and creating a SharePoint migration plan will provide the foundation for success. It is important to create backups and install infrastructure components before running tests on source and target servers. Resolving issues after the migration is also critical to ensure that the new system is working properly. Finally, cleaning up the post-migration environment and training users on the new system are essential steps in completing the process. By following these steps, organizations can make sure their SharePoint migration plan is successful and that users are comfortable with the new system. With careful planning and attention to detail, organizations can take advantage of the many benefits that a new SharePoint environment offers. If you are in search of on-prem to SharePoint Online migration then Satin Corp might be the right place for you. Visit our official website – SA technologies to know more about the service we offer!