Summary: Do you need to migrate SharePoint but can’t seem to do it right? Then you need the SharePoint Migration Checklist. So, Microsoft SharePoint serves as a prevalent content management and collaboration platform. As new versions emerge, organizations frequently require data migration.

This article presents a SharePoint migration guide that outlines the importance of carefully planning, configuring the new environment, connecting with end-users, and performing the migration and post-migration processes efficiently.

An Overview of SharePoint Migration Checklist

Microsoft SharePoint is considerably employed by different associations for content operation and cooperative purposes. It is designed to promote effective content administration and lossless sharing, whether within the association or beyond its boundaries. Over time, with each subsequent release, SharePoint has continuously enhanced its feature set, functionality, and performance.

So, if we talk about SharePoint migration, it will not be an easy task and it demands proper planning. In addition, small mistakes can impact big issues, so you need to be careful while performing the task and it is recommended to use the SharePoint migration checklist.

SharePoint Migration Plan

The transition from one SharePoint platform to another may seem daunting to fundamentally new SharePoint directors. Still, with robust planning, it can be executed easily. Before starting the migration process, it is essential to fully anticipate all aspects of the transition.

To streamline this process, we’ve assigned a SharePoint migration roster to minimize misunderstandings. Also, professionals suggest using a professional SharePoint migration tool to significantly simplify both the migration process and the preparatory tasks.

Prerequisites SharePoint Migration Checklist

Here are a pre-migration checklist for SharePoint to ensure a smooth transition:

• Clearly outline the objects of SharePoint.

• Make a list of all SharePoint sites, libraries, lists, and content to be migrated.

• Identify and classify content and data to determine what needs to be migrated, archived, or deleted.

• Review user access to ensure they’re rightly configured for the new terrain.

• Perform a complete backup of your SharePoint terrain in case of unanticipated issues during migration.

• Choose a migration approach that aligns with your association’s pretensions.

• Clean up old, obsolete, or spare content and library data that’s no longer demanded in the new environment.

• Ensure that DNS records for SharePoint are backed up to create a flawless transition.

Also read: Copy Document Library from One Site to Another

SharePoint Post-Migration Checklist

Here is a post-migration checklist for SharePoint to ensure whether the transition has been successful or not:

• Corroborate that all data and content have been migrated correctly without loss.

• Corroborate that SharePoint features and custom results are performing as anticipated in the new terrain.   

• Identify and remove any obsolete or spare data that are no longer demanded.   

• Give training to end-users on using the new SharePoint terrain, especially if there are significant changes.   

• Update validation to reflect the structure, configuration, and access controls of the new SharePoint environment.

• Conduct a security review to ensure that access controls are rightly configured.

• Develop and communicate an incident response plan for addressing any issues that may arise.   

• Continue to maintain regular backups and review the recovery plan to ensure data safety.   

• Gather feedback from end-users to make any necessary advancements.

Migrate SharePoint Efficiently

During the migration procedure for SharePoint, users have to face some difficulties. So, to save time and bypass the complexities of the process, you can get the help of specialized software for a smoother transition. At present, there is much software for the transfer process, but apart from that there is a highly commendable tool. 

On top of that, the software is SysTools’ Most Credible SharePoint Migration Tool, and it supports batch migration for effortless migration. You do not need to worry whether the software is compatible with your system or not because it supports Windows 11, 10 (64-bit), and Windows Server 2012, 2016. 

Here are the steps for SharePoint to SharePoint Site migration:

1. Download and Launch the above-mentioned software.

2. Select Office 365 as the source and Office 365 as the destination.

3. Under the Workload Selection, enable the Sites checkbox and disable all other checkboxes. 

4. Then, you can use the date filter option for selective data migration.

5. After that, Enter the Admin email ID and Application ID of the Source tenant. Click on the Validate Button. Similarly, repeat this step for the destination tenant.

6. For mapping, the tool provides various options such as Fetch Users, Import Users, and Download Template.

7. Now, Browse and Upload a CSV file containing a mapped user list.

8. Lastly, Click on the Start Migration button.

Final Words

To do SharePoint migration can be a tedious task but with the help of the SharePoint migration checklist, you can make it efficient. So, within this article, we learned what is SharePoint migration plan and the most reliable best practices including pre and post-migration checklists.

After that, we covered an automated approach for the migration task, with its easy steps.