• Configuration
  • Apply PCS License(s).
  • Create Migration Job(s)
    • Specify details of source.
    • Specify details of target.

          Both will require permissions to access the source/target.

• Phase 1 - Discovery
  • Run discovery
  • Run pre-checks, review output and take corrective action were necessary.
  • Understand existing source folder structures, content types and security.
  • Using understanding of source, have detailed discussions with the customer
    regarding metadata. What metadata is on each content type, if and how that
    should be represented in the target.
  • Discuss with customer, requirements for target folder hierarchy structure.
  • Understand data volumes in various locations to help develop plan for order of
    data migration. 
  • Using understanding of existing data and business migration requirements go to
    phase 2 to apply these.
  • Work with the business to develop UAT program.

          Based upon the outcome of discovery, you may then use this to decide overall migration architecture i.e. The numbers of application servers etc. that are required.

• Phase 2 - Migration Preparation
  • Structure Mapping - Choose appropriate Structure mappings option and create
    structure mapping entries if necessary. Some configurations of the target
    system may also be required.
  • Content Type Mapping- Understanding existing content in detail and how it should be reflected in the target.
  • Metadata – For each content type, what metadata properties are used currently; what and how should these fields be moved into the target.
  • Security Mapping - Setup user, group, and permission mapping to assign new values to existing user and groups etc. associated with the existing data in the source.
  • Review migration options, in particular Embedded Link resolution.

To ensure the migration runs smoothly and will meet business needs, it’s strongly
recommended to review and get ‘sign off’ on these data migration settings with the
appropriate parties.

• Phase 3 - Migration

Note: Executing a step will also execute the previous steps if not already run.

• Execute Step 1- Extract, review extracted meta data from source system and
  ensure it is correct.
• Execute Step 2 – Classify, review content types that have been assigned to
  items.
• Execute Step 3 – Transform, this will use the information in structure mapping,
  content types etc. and create a package of data for each item (terms an item
  manifest) which should be reviewed and will then be used by step 4.
• Execute Step 4 – Load, will use the item manifests created by step 3, retrieve the
  actual item from the content source and load it into the target. 
• Migrating Shortcuts Links- After migration, execute the Shortcut Links Migration
  which will migrate any shortcuts in the source system into the target. Note: It’s
  not recommended to continue to use shortcuts in SharePoint.

• Verification - After migration, review the migrated data to ensure

• Migrated to correct location
• For each source Content type, meta data and item content are correct
• Security information is correct
• Links between items are working (if option to convert was selected)
• Shortcuts are recreated and working (if option to migrate was selected)