A migration is a project where several Migration Jobs are created, each specifying details of a
Source Connection and a Target Connection.
In the Discovery Phase, the Discovery process is run for each job to build an inventory of items
in the source and gather basic details of each. The details gathered are visible using the Items
List feature and can be analyzed using the Pre-Checks feature to identify potential issues (as
shown in the Power BI reports). The Power BI reports also display lots of other useful
information to help the customer understand the content to be migrated.
In the Migration Preparation Phase, the user can review existing Folder Structures, Content
Types and Security Information. Using an understanding of business requirements and the
environment, Structure Mapping can be used to define what the target folder hierarchy should
look like. Content Mapping can be used to control how the metadata fields in source items
should be moved to the target and finally, Security Mapping used to specify how user and
security information in the source should be transferred to the Target.
Once these are complete, the Migration Phase can begin. Items are processed based upon
these settings above to create an Item Manifest for each item which in the Load step is
combined with the retrieved item content and uploaded to the Target. During the Load step, if
the option Update Embedded Links is select then these will be updated in Items as they are
migrated.
If there is a requirement to migrate shortcuts then the Shortcut Links Migration features can
be used to migrate these after all items have been successfully migrated.