Step by step guide for SharePoint to SharePoint migration

In a world like today, businesses look for powerful collaboration tools and SharePoint is one of such efficient tools that facilitates content and document management, file sharing, and fulfils several other purposes. SharePoint to SharePoint migration is something that organizations working with SharePoint have to perform quite often. This can be for upgrading the version or to expand with the growing needs of the business. This article is a thorough guide to understand the importance of migration and how to perform an easy migration from SharePoint to SharePoint.

Why perform SharePoint to SharePoint migration?

SharePoint is widely known for its robust security and the fact that it shows no hassle while integrating with Office. Usually, businesses perform tenant to tenant SharePoint migration for one or more reasons as explained below:

  • To get access to enhanced security features and updates.
  • For merging with other organizations.
  • For easy handling of the increasing volume of data.
  • To alleviate burden from the administrators.
  • Better user experience and productivity growth.
  • For collaborating over a specific project with particular team members.
  • Backup SharePoint to recover deleted SharePoint data during hiccups.

Apart from the benefits of moving from SharePoint to SharePoint, there are some challenges too that users might face during migration. It includes migration of permissions/ metadata/ access levels while keeping its structure and ensuring there is no duplicity in the content migrated at the destination SharePoint site.

How to execute SharePoint to SharePoint migration?

There are a lot of things that you need to think and perform before actually starting SharePoint migration, including pre-migration analysis (to determine number of user accounts, folders, and files you want to move), informing stakeholders and employees of the migration plan, developing a migration strategy (to find right methods and tools to migrate), and post migration maintenance. Let’s see what some available methods are to migrate data:

  1. If you want to move SharePoint site to another tenant, you can use, “Save site as template.” With this feature, you can preserve the structure (lists, libraries, and other content) of the site from source SharePoint to the destination SharePoint site. However, you cannot use this method to migrate SharePoint permissions and version history, and the process is also quite time taking.
  2. Another method for SharePoint to SharePoint migration is with the Microsoft’s SharePoint Migration Tool (SPMT). You can use it to migrate from SharePoint (on-premises) to Office 365, but it is not compatible for performing SharePoint Online to SharePoint Online migration.
  3. While manual methods fail to fulfil the objective, professional SharePoint to SharePoint migration tool seems to be the perfect choice. Manual methods can help if you want to migrate a small amount of data, however, migration tools support transfer of unlimited data keeping the permissions, structure, and version intact.

What makes professional SharePoint to SharePoint migration tool a viable option?

Kernel Migration for SharePoint transfers complete data, including sites, lists & libraries, documents, permissions, version history, workflows, etc. between two SharePoint servers. The SharePoint migration tool helps in eradicating the challenges that you might face while migrating SharePoint to SharePoint using native approaches.

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Some of the efficient features comprise:

  1. Perform incremental migration of data ensuring no duplicity.
  2. Data integrity and hierarchy is preserved.
  3. Migrate permissions and meta data with other site contents.
  4. Migrate data in bulk with the complete site collection.
  5. Run on-demand SharePoint migration using ‘Schedule’ feature.

Automated steps to migrate SharePoint to SharePoint

Let’s proceed to go through the step-by-step process for SharePoint to SharePoint migration using the professional tool for a quick and hassle-free migration.

Step 1. Download and install the tool from our website.

Step 2. Now, launch Kernel Migration for SharePoint and the home screen of the tool will appear showing multiple options.

Step 3. From Source pane, right click SharePoint (On-premises/Online) and then select Add New SharePoint Site.Right click SharePoint and then select Add New SharePoint Site

Step 4. Enter a Project Name, Choose Site Connection and Connection Type. Provide the asked credentials to add the SharePoint site and then click OK.Provide the asked credentials to add the SharePoint site and then click OK

Note: You will get two connection type:

  1. Modern Authentication: Site Address, Client ID, Client Secret, and Tenant ID.
  2. Basic Authentication: User Name and Password

Step 5. SharePoint site is now connected in the source.SharePoint site is now connected in the source

Step 6. Similar to source, go to the destination pane and right-click on SharePoint (On-premises/Online) to add the destination site.go to the destination pane and right-click on SharePoint to add the destination site

Step 7. Enter the Project Name and provide the credentials based on the Connection Type selected and click OK to proceed.provide the credentials based on the Connection Type selected and click OK to proceed

Step 8. SharePoint site is now connected in the destination pane.SharePoint site is now connected in the destination pane

Step 9. Now go to the Source pane, expand the Project Name and right-click on the Tenant Administration and select Copy To.right click on the Tenant Administration and select Copy To

Step 10. In the Source screen, select the added source and then click on Edit Source Selection to select the desired source type.select the added source and then click on Edit Source Selection to select the desired source type

Note: After selecting the source from available options (Site, List/Library, Item Level), click Next.After selecting the source from available options click Next.

Step 11. From the Select Site Copy Options screen, choose from the given options:

  1. Migrate as new Active Site/ Site Collection(s).
    1. Choose authentication method and accordingly provide the destination credentials as requested.
  2. Migrate as an existing site.
  3. Migrate as a new sub site of existing target selected site Then, click Next.From the Select Site Copy Options screen choose from the given options

Step 12. Next step is to select the destination where you want your source to be. Click on the Site URL drop down to choose particular site, then click on Browse button to define Site/Subsite URL.click on Browse button to define Site or Subsite URL

Note: From the tree-like structure of SharePoint source site, pick the Destination Site/Subsite for SharePoint to SharePoint migration. Click OK to proceed.pick the Destination Site or Subsite for SharePoint to SharePoint migration click OK to proceed

Step 13. Once selected, the empty fields on the Select Destination wizard will be filled automatically. Click Next.Select Destination wizard will be filled automatically click Next.

Step 14. Now select from the give Site Copy Options categorized as Site Migration Options and Look and Feel (Same As Source).select from the give Site Copy Options categorized as Site Migration

Step 15. Similarly, select List / Library Copy options from the list and click Next.select List  or Library Copy options from the list and click Next

Step 16. Click on Migrate Permissions to move Site, Site permission levels, List & Library, Folders & Items. Select Remap Users and provide credentials if you want to map permissions to another user.Click on Migrate Permissions  and select Remap Users and provide credentials if you want to map permissions to another user

Step 17. Select Execute Immediate to run migration instantly or click on Schedule to run SharePoint to SharePoint transfer later.Select Execute Immediate to run migration instantly or click on Schedule to run SharePoint to SharePoint

Step 18. Once all choices are made, check the Migration Summary and click Next.check the Migration Summary and click Next

Step 19. This will begin the process of transfer using the SharePoint to SharePoint migration tool.This will begin the process of transfer

Step 20. Once the process is finished, you can see all the details of the process in the Completion Summary.you can see all the details of the process in the Completion Summary

Note: You can also Save the report to your system as a CSV file.

  1. To do this, go to Show History, then select the migration completed recently and double-click over it.You can also Save the report to your system as a CSV file
  2. This will open the Migration Details. Click on Save Report and choose the format as CSV or HTML. Define the location and click OK.Click on Save Report and choose the format as CSV or HTML and define the location and click OK

Conclusion

SharePoint migration is a complex procedure and requires thorough understanding of the platform and planning of each stage to avoid not just data loss but to keep the structure of data at the destination. Doing this using manual or native methods is a bit tricky and can even lead to business downtime. Nevertheless, performing migration using a professional SharePoint to SharePoint migration tool like Kernel Migration for SharePoint is a smart move to save time as well as resources. It also allows you to migrate all the site contents, permissions, views, versions, etc. without making any changes.

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Frequently Asked Questions

Q. Is it possible to migrate to multiple sites using the SharePoint to SharePoint migration tool?
A. When entering the SharePoint credentials on the Add SharePoint Site (s) wizard, select Find/Add Multiple Sites in the Site(s) Connection. This will open the Site Collection from where after entering the details for Central Admin, you can select the sites you’re planning to migrate to the destination SharePoint server.

Q. Is it possible to migrate SharePoint permissions using this tool?
A. Migrating SharePoint between tenants using this efficient tool is very easy. It helps to copy all the elements from Source SharePoint Site to the destination. To do this, simply mark the checkbox Migrate Permissions on the Set Permissions wizard of the tool. The tool also helps you ensure that unique permissions are transferred between two SharePoint servers.

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