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Critical Migration Activities

Regardless of which migration method you decide to use to move to SharePoint 2019, there are some universal pointers you’re going to need to be aware of. To help you get a good idea of what to expect, we’ve created a list outlining the critical steps you’ll need to take as you navigate your migration.

1. Transition of Customizations

This activity involves either re-designing, re-coding, or re-building each customization that is required in the target environment.

2. Content Mapping

This activity establishes the alignment between the format and layout of the content in the source environment, and the information architecture in the target environment. Column and content type mappings, templates, filters, and permissions are mapped as a part of this activity.

3. Migration Planning

This activity breaks the migration down into a series of batches or phases to understand the business implications of the migration. It also coordinates the necessary resources, trains the migration team, and schedules all migration activities. It also considers whether data clean-up is required and if so, whether it will occur pre-migration, in-flight during the migration, or post-migration.

4. Pilot Migration

This activity establishes a set of migration scenarios which are representative of the production dataset. It then tests each scenario in a non-production environment using a representative sample of data. This confirms the technical feasibility of the migration, identifies any gaps that must be addressed, and provides the migration team to walk through an end-to-end content migration.

In addition to the actual migration of content, the “end-to-end” migration tests permissions and access, verifies success, captures and addresses any errors, document results, and gathers migration statistics. It also provides an opportunity to optimize the migration activities and should include rollback testing.

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5. Production Migration

This activity migrates content to the target environment. It is repeated for each batch of the migration.

6. Testing and Validation

This activity validates the success of the migration from the perspective of whether or not the target environment meets the requirements of the business it supports. The results obtained at this time should be consistent with the results obtained during the pilot migration, and any discrepancies can be addressed at this time. This activity is repeated for each batch of the migration.

7. Synchronization of Changes

This activity captures any changes to the source environment that occurs between the initial migration and completion of the user transition, and ensures they are reflected in the target environment. This activity is repeated for each batch of the migration.

8. Transition of Users

This activity involves “freezing” the source environment, performing one final synchronization of changes, and transitioning users to the target environment so it becomes their primary environment going forward. This activity is repeated for each batch of the migration.

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