Sharepoint Migration Checklist

Migrating to SharePoint can be a daunting task for any business, especially when there’s a checklist of tasks that need to be completed in order to ensure the transition is smooth and successful. From evaluating potential solutions to planning and testing the migration, it’s important to go through each SharePoint migration step with precision. This article will provide an overview of the steps needed for a successful SharePoint migration plan.

The checklist included in this article covers all aspects of the SharePoint migration plan, from beginning to end. It’ll help you figure out what needs to be done when it needs to be done, and who’s responsible for each task. Plus, it’ll provide tips on how best to move forward with your migration project while avoiding potential pitfalls.

So if you’re ready to make the switch from your current system over to SharePoint, read on and start planning your successful SharePoint migration checklist today!

1. Assess the Current Environment And Identify Requirements

It’s important to assess your current environment and identify what your requirements are before beginning any SharePoint migration plan. To do this, start by gathering information about the current environment and create an inventory of all the data that needs to be migrated. Make sure to check for any potential roadblocks, such as unsupported features or customizations that need to be addressed. Once you’ve identified what needs to be moved, you’ll want to look at the best approach for migrating it.

There’s a lot of planning that goes into a successful SharePoint migration checklist, so it’s essential to consider factors like the scale and complexity of the project, existing hardware/software limitations, and user experience objectives. You’ll also need to decide how you’re going to handle user access controls and permissions during the SharePoint migration checklist. Additionally, think about how you’ll ensure data accuracy during each step of the move, as well as how you’ll manage any conflicts between data in different locations.

It’s also essential to factor in time for testing your new setup after everything is up and running. This will help ensure that all components are migrated smoothly and that everything works properly on both sides. Testing should include multiple scenarios with different types of users operating at different levels of permission within the system. Doing this will give you peace of mind knowing that your SharePoint migration plan was successful and that your business can continue running smoothly in its new setting.

2. Identify Data To Migrate And Choose the Migration Tool

To begin, it’s important to determine which data should be migrated. This means figuring out what content needs to be moved from the current environment to the new one. It could be documents, images, entire sites – or all of the above.

The next step is choosing a tool for the SharePoint migration checklist. There are numerous options available, and it’s important to pick one that fits the specific needs of a particular project. For example, if there are a lot of files that need to be transferred in bulk, then a tool designed for automated batch migration would work best. Alternatively, if there are complex permissions that need to be maintained during the process, then a more tailored solution may be needed.

Finally, once both the data and the tools have been identified and selected, it’s time to start planning out how everything will fit together when it comes time for execution. This includes things like mapping out file paths so everything stays organized during the transition and setting up testing scenarios to make sure all data is transferred properly. Making sure all these pieces work together is key to ensuring a successful SharePoint migration checklist.

3. Plan Migration Timing And Frequency

Planning the timing and frequency of migration is an important step in any SharePoint migration checklist. To ensure that the project runs smoothly, it is essential to have a clear timeline and schedule for the entire process. This includes determining when data should be migrated, as well as how often SharePoint migration steps should occur.

To start, you must consider what type of data will be moved during the SharePoint migration checklist. If you are migrating large files or databases, it is important to plan for extra time to allow for these types of files to transfer safely and securely. Additionally, if there are multiple sources from which data needs to be gathered, you may need to plan additional time for gathering this data before moving it into the SharePoint migration checklist.

It is also important to consider any potential changes in user behavior that could affect your SharePoint migration steps schedule. For example, if some users are working remotely due to COVID-19, then SharePoint migration steps might need to happen at different times than originally planned. Understanding how user behavior can influence the timeline of your project can help you adjust accordingly and plan ahead for any unexpected changes that may arise during the SharePoint migration steps.

Taking all of this into account can help you create an accurate timeline and schedule that will ensure your SharePoint migration plans goes smoothly and efficiently – leading to a successful transition into your new platform!

4. Set Up Sharepoint Environment

The fourth step in a successful SharePoint migration checklist is setting up the environment. To do this, it’s important to make sure all users are aware of the changes and that their data will be migrated over securely. This includes creating any new user accounts, assigning access rights and permissions, and distributing the necessary documentation for users to follow.

Once the environment is set up, testing should begin. This involves running simulations to make sure all data is migrated correctly and efficiently. It’s also worth conducting a trial run before committing to any changes. Having testers check the system beforehand can save time and money by avoiding potential issues or glitches during the actual SharePoint migration steps.

Finally, after all the tests have passed without issue and users have been adequately trained on how to use SharePoint, it’s time to execute the SharePoint migration plan. During this stage, regular backups should be taken in case anything goes wrong. This way, if an error does occur, it can be easily rectified with minimal disruption to your business operations.

5. Configure Security And User Access

When it comes to configuring security and user access for Sharepoint migration plans, there are several steps that need to be taken. First, the administrator must determine which users will have access to the platform, as well as what type of access they should have. For example, some users may only need read-only access, while others may require more privileges such as the ability to create and edit content.

The next step is to create permissions groups for the different types of users. This allows administrators to easily control who has access to what content by assigning them specific roles or levels of access. Additionally, it’s important to consider how user authentication will be handled, as this could affect both the security and usability of the platform.

Finally, once these steps have been taken care of, administrators can then begin setting up their Sharepoint environment with the settings they’ve selected. This includes ensuring that all necessary security measures are in place and that all users have appropriate levels of access. Such steps are essential in helping ensure a successful Sharepoint migration checklist.

6. Prepare And Test Migration

Once security and user access have been configured, the next step is to prepare and test the SharePoint migration steps. This step should be taken with caution, as it can make or break a successful SharePoint migration plan. It’s important to make sure all data has been collected and organized properly so that it can be successfully migrated over to the new platform.

To start, data should be backed up in case of any issues during the SharePoint migration checklist. All users who will be affected by the transition should also be informed about the expected timeline for when their access will no longer work on the old platform. Doing this in advance will help ensure a smooth transition for everyone involved.

Once everything is ready to go, it’s time to begin testing. Tests on SharePoint migration steps should be done multiple times before beginning with a full-scale migration; this way any potential issues can be identified and resolved before they become bigger problems down the line. After each test run, data integrity should be checked thoroughly to make sure nothing was lost or damaged during the process. By following these steps, organizations can ensure a successful SharePoint migration checklist from one platform to another.

7. Execute Migration

Now that the preparations for the SharePoint migration steps have been made and tested, it’s time to execute the SharePoint migration plan. This is the most important step in a successful SharePoint migration checklist, as it will determine whether or not all the data from the source server has been successfully moved over to the new SharePoint instance. Executing a migration can be a tricky process, especially if it involves multiple servers.

To begin, administrators should start by performing an initial synchronization of both systems. This process ensures that all content is copied over properly before any changes are made to either server. After this step is complete, admins need to configure and test any services or settings which may be affected by the SharePoint migration steps. Finally, administrators need to run a specialized migration tool that transfers all data from one server to another.

Once this is done, there will likely still be some manual tasks that need to be completed, such as ensuring users have access to their sites and setting up permissions on documents. Depending on how many users are involved and how much data needs to be migrated, these tasks can take some time – but they’re necessary for making sure everything works correctly after the move. With patience and attention to detail, however, admins can ensure a successful SharePoint migration checklist.

8. Monitor And Troubleshoot Migration

Once the SharePoint migration checklist has been successfully executed, it’s time to monitor and troubleshoot the process. This is a crucial step to ensure that data is properly transferred and that any issues are addressed in a timely manner. It’s important to keep an eye on the progress of the SharePoint migration steps and watch out for any errors or abnormalities that may arise.

There are various tools available to monitor the SharePoint migration plans, such as cloud management suites and other third-party solutions. These applications can help identify potential problems before they become serious issues, allowing you to quickly address them before they have a major impact on your system. Additionally, these programs can provide valuable insights into how your system is performing during the transfer process so that you can make any necessary adjustments along the way.

Regularly monitoring the SharePoint migration checklist will also give you access to detailed reports about its progress, allowing you to track its progress more effectively. This will enable you to spot any potential issues early on and take corrective action before it’s too late. With proactive monitoring, you’ll be able to maintain the integrity of your data throughout the entire transfer process and minimize any downtime associated with it.

It’s essential that this stage of the SharePoint migration plan is done correctly – not only for ensuring that data is properly transferred but also for avoiding costly delays down the line.

9. Validate Data And Completeness

Validating data and completeness is the ninth step in a SharePoint migration checklist. It’s important to ensure that all data has been migrated accurately and completely before considering the project complete. To do this, IT teams should review each document or item to make sure it is identical to the original, including checking for content accuracy.

In addition to examining individual documents, organizations should take a holistic approach by verifying that all of the intended items were moved over. This means double-checking file types, folders, and other elements that may have been missed during the transfer process. If there are any discrepancies, the team should investigate further to determine why they exist and how they can be resolved.

To guarantee the accuracy of the SharePoint migration plan, IT teams might also consider using automated tools to cross-check digital assets against a manual audit. These types of tools can automate checks such as comparing file counts between two systems or confirming that fields match exactly across both platforms. By leveraging these kinds of resources, organizations can be confident that their data was migrated accurately and completely.

10. Post-Migration Tasks And Cleanup

Moving data from one platform to another can be complex and time-consuming. It’s important to take the necessary post-migration tasks and cleanup into consideration, once the validation process is complete. This step in the SharePoint migration checklist is essential in ensuring that all data has been moved over properly, and to identify any issues that may have come up during the SharePoint migration steps.

The post-migration tasks may include validating user accounts, verifying security settings, testing apps, running backups, and making sure all files are present and accounted for. This is also a good time to review system configuration settings, ensuring they meet your organization’s requirements and standards. Additionally, any existing data that has been replaced with new information should be removed or archived in order to avoid confusion later on.

It’s important to pay attention to the details once you’ve gotten through the majority of the SharePoint migration steps. Taking extra steps at this stage can help ensure a successful transition from one platform to another. A careful review of these post-migration tasks will create a smoother experience for everyone involved when using the new system going forward.

Frequently Asked Questions

1. How Can I Ensure A Successful Sharepoint Migration?

When it comes to a successful SharePoint migration plan, there are several steps one must take in order to ensure that everything goes off without a hitch. A checklist can be a great resource during this time, helping you track progress and stay on top of things. Here’s what you’ll need to do.

First and foremost, you’ll need to assess your current environment. This includes understanding the size and complexity of your current setup, as well as any unique requirements that may be needed for a successful SharePoint migration checklist. You should also take into account any potential changes or additions you may want to make during the process. After completing this assessment, create a detailed plan that outlines each step of the SharePoint migration plan and expectations for each individual involved in the project.

Next, consider how best to move your data, including both files and databases. For example, if you’re moving from an on-premises environment to the cloud, you will likely need to deploy tools like Azure Migrate or Microsoft FastTrack Migration Toolkit. Additionally, you should consider how long it will take for these tools to finish copying your data over as well as any potential security concerns that may arise from such transfers.

Once all of these steps have been completed and all necessary preparations have been made, it’s time for testing. Test out your new SharePoint environment with a small number of users before rolling out the full deployment so that you can catch any issues that may arise beforehand. You should also test the performance of the system in various usage scenarios so that it is optimized before being used by all stakeholders within your organization. Doing so will help ensure that everyone has access to their data when they need it while minimizing disruptions due to technical issues or other unforeseen circumstances.

2. How Long Does The Migration Process Typically Take?

The SharePoint migration plan can be a daunting task for any organization. But knowing how long the migration process typically takes can help to plan and execute successful migrations. Depending on the size and complexity of the system, SharePoint migration plans can take weeks or months to complete.

Generally, it’s best to begin by evaluating the existing environment and mapping out a SharePoint migration plan. This will help identify any potential issues that could arise during the SharePoint migration checklist, such as compatibility with current applications or permissions and access control. Once these have been addressed, organizations should determine how much data needs to be moved and decide if they need assistance from a third-party expert or in-house solutions.

The actual timeline for a SharePoint migration step depends on several factors, including the number of users, the amount of content, the complexity of customizations, and infrastructure requirements. If an organization has an existing IT team familiar with SharePoint configurations, then the project could take several weeks to complete. However, if there is no established IT team or external support available, then a more complex solution may require up to three months’ worth of work.

In any case, it’s important for organizations to plan ahead for their SharePoint migration checklists so that they can ensure that all aspects are taken into consideration ahead of time and that timelines align with organizational goals. Taking these steps prior to beginning the SharePoint migration plan will make it much easier to achieve success without disruption or delays along the way.

3. What Are The Potential Risks Associated With Sharepoint Migration?

Migrating to a new platform like SharePoint can be daunting, and understanding the potential risks associated with the process is an essential first step. It’s important to recognize that any SharePoint migration steps involve some level of risk. Depending on the size and complexity of the SharePoint migration steps, there could be data loss or corruption, system downtime, application incompatibility issues, or other unforeseen problems.

For larger migrations, it’s often helpful to conduct a risk assessment before beginning the process. This helps identify any sensitive areas or components that may be vulnerable during the process so that they can be addressed before starting. Additionally, it’s important to have an experienced team or partner who is comfortable managing these kinds of projects and can help troubleshoot any issues along the way.

It’s also essential to plan ahead for contingencies in case something goes wrong during the SharePoint migration steps. Having a backup plan in place helps minimize potential damage and ensures that you can recover quickly if something does go awry. Of course, migrating with caution is always recommended; double-checking all steps carefully and taking extra time when necessary can prevent costly mistakes down the line.

No matter how confident you are in your team or partners’ abilities, it always pays to stay prepared for any potential risks associated with the SharePoint migration checklist.

4. How Can I Minimize Downtime During The Migration?

Migrating to Sharepoint is an exciting step for many businesses, but it comes with the potential risk of downtime. The key to a successful SharePoint migration step is planning and preparation. By understanding the challenges and taking steps to minimize downtime, you can ensure a smooth transition and keep your business running during the process.

First, it’s important to plan for any data migration needs ahead of time. Thoroughly review any existing architecture and determine what needs to be moved over or transferred. You’ll also want to collect all necessary licenses, permissions, and documentation prior to making the switch. This will help you avoid costly delays down the line.

Next, consider what downtime is unavoidable in your particular situation. It may be helpful to create a timeline outlining each step of the process so that you can map out any necessary breaks in service or maintenance windows. If there are applications or services that need to be taken offline temporarily, make sure they can be put back online quickly once the SharePoint migration steps are complete. Reviewing system requirements is also essential so that you know how much bandwidth or storage space might need to be allocated before launch day.

By taking proactive measures like these during your Sharepoint migration steps, you can reduce risks associated with downtime significantly while ensuring that everything goes smoothly when it’s time for launch day. With careful planning and preparation, your team should be able to effectively navigate through this critical milestone without disruption or complications.

5. How Can I Ensure My Data Is Secure During A Sharepoint Migration?

Migrating your data to SharePoint can be a daunting task, but with the right measures in place, it doesn’t have to be. Ensuring that your data stays secure during the transition is key. So how can you make sure everything remains safe?

First, check out the security protocols of your new platform. What sort of encryption and authentication methods do they use? Make sure these match the standards you require for your business’s sensitive information. Also, look into the backup and recovery options in case something goes wrong during the SharePoint migration steps.

Next, review any third-party services that may be involved in the SharePoint migration plan. Do they maintain their own security protocols? Are their systems regularly tested for vulnerabilities? If there are any doubts about whether a vendor can provide adequate protection for your data, it might be best to look for another provider or opt for an alternative solution.

Finally, create a plan outlining all of your security measures before beginning the SharePoint migration plan. This will help ensure that nothing falls through the cracks and guarantee that each step of the process is implemented correctly. It’s also important to monitor and test regularly throughout the SharePoint migration plan to keep an eye on potential threats or issues that could arise. By taking these precautions, you can rest assured that your data will remain secure throughout its transition to SharePoint.


In conclusion, a successful SharePoint migration checklist requires careful planning and execution, as well as an understanding of all the associated risks. It’s important to take the time to create a detailed checklist and consider all potential risks. Doing so will help minimize downtime and ensure that your data is secure throughout the SharePoint migration plan. Depending on the complexity of your system, it can take anywhere from a few days to several weeks for the entire SharePoint migration plan to be completed. By taking a proactive approach and following these tips, you’ll have peace of mind knowing that your SharePoint migration plan is being done properly. With proper preparation, you can rest assured that your business data will be safe during the transition while also ensuring minimal disruption to your operations. Ultimately, by taking the time to understand the potential risks and create a comprehensive checklist, you’ll be able to ensure a smooth SharePoint migration checklist for yourself or for your organization.

If you are in search of a partner to take care of your SharePoint needs, then SA Technologies can assist you.

If you have any queries or similar requirements, kindly contact us.

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