DocAve 6 SharePoint Migrator

Transcription

1 F++ DcAve 6 SharePint Migratr User Guide Service Pack 7 Issued February

2 Table f Cntents What s New in this Guide... 6 Abut SharePint Migratin... 7 Cmplementary Prducts... 7 Submitting Dcumentatin Feedback t AvePint... 8 Befre Yu Begin... 9 AvePint s Testing Plicy and Envirnment Supprt... 9 Sftware Envirnments... 9 Hardware... 9 Backup and Recvery... 9 Cnfiguratins Agents Required Permissins SharePint 2007 t 2010 Migratin SharePint 2007 t 2013 Migratin SharePint 2007 t 2016 Migratin SharePint 2010 t 2013 Migratin SharePint 2010 t 2016 Migratin SharePint 2013 t 2016 Migratin SharePint Online Permissins Lcal System Permissins Frms Based Authenticatin Permissins Migratin Database Migratin Speed Cnsideratins Health Analyzer Getting Started Grup and Permissin Cnsideratins Launching SharePint Migratin Launching SharePint High Speed Migratin Navigating DcAve

3 Pre-migratin Cnfiguratins Cnfiguring Migratin Databases Cnfiguring Strage Plicies Cnfiguring Dynamic Rules Cnfiguring Staging Lcatins Managing Staging Lcatins Creating and Editing Staging Lcatins Cnfiguring Azure Lcatins Managing Azure Lcatins Creating and Editing Azure Lcatins Abut Online Migratins Online Migratin Overview Cnfiguring a SharePint Online Migratin Prfile Surce Cmpnent Optins Mapping Optins Advanced Optins Perfrming a SharePint Online Migratin Selecting the Surce and Destinatin Ndes Creating Cntainers Cnfiguring the Run Nw Interface Cnfiguring the Save As New Plan Interface Abut Offline Migratins Offline Migratin Overview Cnfiguring a SharePint Offline Migratin Prfile Setting Up an Exprt Prfile Setting Up an Imprt Prfile Imprting Data Exprted frm Other Managers Editing a Metadata File Perfrming a SharePint Offline Migratin Exprting Data Imprting Data Abut High Speed Migratins

4 High Speed Migratin Overview Setting Up an Exprt Prfile Setting Up an Imprt Prfile Perfrming a SharePint High Speed Migratin Exprting Data Uplading Exprted Data t Micrsft Azure Imprting Data Managing Prfiles Uplading a Previusly Cnfigured Prfile Dwnlading an Existing Prfile Managing Plans Plan Manager Actins Plan Grups Schedule Lgic and Elements fr SharePint Migratin and Elements fr SharePint 2007 t 2010/2013/2016 Migratin and Elements fr SharePint 2010 t 2013/2016 Migratin and Elements fr SharePint 2013 t 2016 Migratin and Elements fr SharePint 2007 t SharePint Online Migratin and Elements fr SharePint 2010 t SharePint Online Migratin and Elements fr SharePint 2013 t SharePint Online Migratin and Activities fr Nintex Wrkflw in SharePint 2013 t SharePint Online Migratin and Elements fr SharePint High Speed Migratin Accessing Migratins Ht Key Mde Hme Page SharePint Online Migratin Prfile Settings Migratin Database Plan Manager Page Appendix A: Migratin Database Infrmatin Jb Detail

5 Jb Ntice Jb Statistic Appendix B: Advanced Settings fr SharePint Migratin Surce Perfrmance Lgs SharePint Migratin Prfile Features Appendix C: Cnflict Reslutin Cntainer Level Cnflict Reslutin Cntent Level Cnflict Reslutin Apps Cnflict Reslutin Ntices and Cpyright Infrmatin

6 What s New in this Guide running SharePint 2007/2010/2013 t 2016 Migratin jbs and SharePint 2013 t SharePint Online Migratin jbs. running SharePint High Speed Migratin jbs frm SharePint 2007 t SharePint Online. cnfiguring app cnflict reslutin in SharePint 2013 t 2016 Migratin jbs r SharePint 2013 t SharePint Online Migratin jbs. Updated the SharePint Migratin Prfile Features. 6

7 Abut SharePint Migratin Demand fr migratin t Micrsft SharePint 2010 and SharePint 2013 cntinues t grw as the platfrm rapidly becmes the standard fr rganizatins seeking a centralized knwledge repsitry and cllabrative wrkspace. Minimize the time and effrt required t transfer enterprise-wide cntent t SharePint by utilizing DcAve's seamless, fully mapped transfer f cntent frm SharePint 2007, Share Pint 2010, r SharePint 2013 t SharePint 2010, SharePint 2013, SharePint 2016, r SharePint Online. SharePint migratin prjects are usually defined by business disruptin and end-user cnfusin. With DcAve, this is n lnger the case. Enable SharePint administratrs t easily autmate the prcess f cnslidating multiple cntent surces int SharePint Maximize return n investment fr cntent residing in legacy repsitries Granularly migrate cntent dwn t individual SharePint items in real-time, r thrugh dynamic scheduling Retain all assciated metadata and permissins thrughut the migratin prcess Organizatins can further minimize business disruptin and time-t-value by leveraging AvePint Partner Services (APPS) t perfrm detailed data analysis, cntent and applicatin migratins, and pstmigratin verificatins. As with all AvePint sftware, ur SharePint Migratin tls leverage nly fully supprted Micrsft methdlgies and APIs. Cmplementary Prducts Many prducts and prduct suites n the DcAve 6 platfrm wrk in cnjunctin with ne anther. The fllwing prducts are recmmended fr use with DcAve SharePint Migratin: DcAve Cntent Manager fr SharePint fr restructuring r mving SharePint cntent. DcAve Reprt Center fr SharePint t examine pain pints in the SharePint infrastructure and reprt n SharePint user behavir and changes. DcAve Data Prtectin fr setting backup and recvery pints prir t adjusting SharePint gvernance plicies in this prduct. DcAve Replicatr t perfrm live r event-driven, as well as scheduled r ffline replicatin. Synchrnizatin and management f all cntent, cnfiguratins, and securities is perfrmed with full fidelity. 7

8 Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Yu can Submit Yur Feedback n ur website. 8

9 Befre Yu Begin Refer t the sectins fr system and farm requirements that must be in place prir t installing and using DcAve SharePint Migratin. AvePint s Testing Plicy and Envirnment Supprt Sftware Envirnments AvePint is cmmitted t testing against all majr versins and service packs f SharePint as well as the latest versins f Windws Server and SQL Server, as Micrsft annunces supprt and cmpatibility. *Nte: AvePint des nt recmmend r supprt installing DcAve n client perating systems. Hardware AvePint is cmmitted t maintaining a hardware agnstic platfrm t ensure that DcAve perates n cmmn Windws file sharing and virtualizatin platfrms. T ensure that DcAve is hardware agnstic, AvePint tests hardware that is intended t supprt SharePint and DcAve infrastructure, strage targets, and hardware-based backup and recvery slutins, as supprted by AvePint s partnerships. AvePint directly integrates with the fllwing platfrms: any Net Share, IBM Strwize Family, FTP, Amazn S3, AT&T Synaptic, Drpbx, Bx, Caring Strage, Del DX Strage, EMC Centra, HDS Hitachi Cntent Platfrm, Rackspace Clud Files, TSM, Netwrk File System, and Windws Azure Strage. All ther hardware platfrms that supprt UNC addressable strage devices are supprted. *Nte: Due t changes in the IBM Tivli Strage Manager API, DcAve 6 Service Pack 6 and later versins require that TSM Client versin is installed n the Cntrl Service and Media Service servers. *Nte: Mst f the hardware partnerships referenced in this guide are intended t make use f advanced functinality (such as snapsht mirrring, BLOB snapshts, indexing, lng-term strage, WORM strage, etc.), and are nt indicatins that any changes t the prduct are required fr basic supprt. In mst cases, hardware can be supprted with n change t the prduct. Backup and Recvery DcAve supprts BLOB backup strage accrding t the list f hardware platfrms abve. BLOB snapsht functinally, hwever, is currently nly supprted n OEM versins and NetApp hardware. DcAve supprts SQL cntent and Applicatin database backups via the SharePint Vlume Shadw Cpy Service (VSS) n all Windws and SQL server platfrms listed abve. DcAve als supprts 9

10 snapsht-based SharePint VSS n all hardware listed abve where the hardware partner has certified supprt with Micrsft. DcAve supprts applicatin and cnfiguratin server backups fr all the supprted sftware envirnments listed abve. DcAve 6 SP5 supprts VM backup via Hyper-V/VMWare fr the fllwing perating systems: Windws Server 2008 R2, Windws Server 2012, Windws Server 2012 R2, and Micrsft Hyper V Server 2012 R2. Cnfiguratins In rder t use DcAve SharePint Migratin, the DcAve 6 platfrm must be installed and cnfigured prperly n yur farm. DcAve SharePint Migratin will nt functin withut DcAve 6 present n the farm. T review a list f migratin surce versins and systems supprted by DcAve Migratr, refer t Appendix C Migratin Surce Envirnment in the DcAve 6 Installatin Guide. Agents DcAve Agents are respnsible fr running DcAve jbs and interacting with the SharePint bject mdel. DcAve Agents enable DcAve Manager t cmmunicate with the respective servers, allwing fr DcAve Migratr cmmands t functin prperly. *Nte: The use f system resurces n a server increases when the installed agent is perfrming actins. This may affect server perfrmance. Hwever, if the agent installed n a server is nt being used, the use f system resurces is very lw and, therefre, the effect n server perfrmance is negligible. Fr instructins n installing the DcAve Platfrm, DcAve Manager, and DcAve Agents, see the DcAve 6 Installatin Guide. Required Permissins T use and install SharePint Migratin prperly, ensure that the Agent accunts in yur surce and destinatin SharePint envirnments have the fllwing permissins. SharePint 2007 t 2010 Migratin T install and use SharePint 2007 t 2010 Migratin prperly, ensure that the Agent accunts in yur SharePint 2007 and 2010 envirnments have the fllwing permissins: Lcal System permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the

11 permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. 2. SharePint permissins: These permissins must be manually cnfigured prir t using SharePint 2007 t 2010 Migratin; they are nt autmatically cnfigured. SharePint 2007 permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Read Persnalizatin Services Permissin: All f the granular permissins f the default Shared Service Prvider SharePint 2010 permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Cntrl User Prfile Service Applicatin Permissins: Use Persnal Features Create Persnal Site Use Scial Features Full Cntrl Managed Metadata Service: Term Stre Administratr 3. SQL permissins: These permissins must be manually cnfigured prir t using SharePint 2007 t 2010 Migratin; they are nt autmatically cnfigured. SharePint 2007 permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, Central Admin Database, and Nintex Wrkflw Database SharePint 2010 Permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, Central Admin Database, and Nintex Wrkflw Database *Nte: If a Web applicatin in the destinatin nde is using frms based authenticatin and uses a database as the methd f frms based authenticatin, refer t the Frms Based Authenticatin Permissins sectin t cnfigure additinal settings fr this Web applicatin. 11

12 SharePint 2007 t 2013 Migratin T install and use SharePint 2007 t 2013 prperly, ensure that the Agent accunts in yur SharePint 2007and 2013 envirnments have the fllwing permissins. 1. Lcal System permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. 2. SharePint permissins: These permissins must be manually cnfigured prir t using SharePint 2007 t 2013 Migratin; they are nt autmatically cnfigured. SharePint 2007 permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Read Persnalizatin Services permissin: All f the granular permissins f the default Shared Service Prvider SharePint 2013 permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Cntrl User Prfile Service Applicatin permissins: Create Persnal Site (required fr persnal strage, newsfeed, and fllwed cntent) Fllw Peple and Edit Prfile Use Tags and Ntes Full Cntrl Managed Metadata Service: Term Stre Administratr 3. SQL Permissins: These permissins must be manually cnfigured prir t using SharePint 2007 t 2013 Migratin; they are nt autmatically cnfigured. SharePint 2007 permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, Central Admin Database, and Nintex Wrkflw Database SharePint 2013 permissins: 12

13 Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, Central Admin Database, and Nintex Wrkflw Database *Nte: If a Web applicatin in the destinatin nde is using frms based authenticatin and uses a database as the methd f frms based authenticatin, refer t the Frms Based Authenticatin Permissins sectin t cnfigure additinal settings fr this Web applicatin. SharePint 2007 t 2016 Migratin T install and use SharePint 2007 t 2016 Migratin prperly, ensure that the Agent accunts in yur SharePint 2007 and 2016 envirnments have the fllwing permissins: 1. Lcal System permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. 2. SharePint permissins: These permissins must be manually cnfigured prir t using SharePint 2007 t 2016 Migratin; they are nt autmatically cnfigured. SharePint 2007 permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Read Persnalizatin Services Permissin: All f the granular permissins f the default Shared Service Prvider SharePint 2016 permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Cntrl User Prfile Service Applicatin Permissins: Create Persnal Site (required fr persnal strage, newsfeed, and fllwed cntent) Fllw Peple and Edit Prfile Use Tags and Ntes Full Cntrl Managed Metadata Service: Term Stre Administratr 13

14 3. SQL permissins: These permissins must be manually cnfigured prir t using SharePint 2007 t 2016 Migratin; they are nt autmatically cnfigured. SharePint 2007 permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, Central Admin Database, and Nintex Wrkflw Database SharePint 2016 Permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, Central Admin Database, and Nintex Wrkflw Database SharePint 2010 t 2013 Migratin T install and use SharePint 2010 t 2013 prperly, ensure that the Agent accunt f the SharePint 2010 and 2013 envirnments have the fllwing permissins. 1. Lcal System permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. 2. SharePint permissins: These permissins must be manually cnfigured prir t using SharePint 2010 t 2013 Migratin; they are nt autmatically cnfigured. SharePint 2010 permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Read User Prfile Service Applicatin permissins: Use Persnal Features Use Scial Features Managed Metadata Service: Term Stre Administratr Business Data Cnnectivity Service: Full Cntrl Search Service: Full Cntrl SharePint 2013 permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Cntrl 14

15 User Prfile Service Applicatin permissins: Create Persnal Site (required fr persnal strage, newsfeed, and fllwed cntent) Fllw Peple and Edit Prfile Use Tags and Ntes Full Cntrl Managed Metadata Service: Term Stre Administratr Business Data Cnnectivity Service: Full Cntrl Search Service: Full Cntrl 3. SQL permissins: These permissins must be manually cnfigured prir t using SharePint 2010 t 2013 Migratin; they are nt autmatically cnfigured. SharePint 2010 permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, Central Admin Database, and Nintex Wrkflw Database SharePint 2013 permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, Central Admin Database, and Nintex Wrkflw Database. *Nte: If a Web applicatin in the destinatin nde is using frms based authenticatin and uses a database as the methd f frms based authenticatin, refer t the Frms Based Authenticatin Permissins sectin t cnfigure additinal settings fr this Web applicatin. SharePint 2010 t 2016 Migratin T install and use SharePint 2010 t 2016 prperly, ensure that the Agent accunt f the SharePint 2010 and 2016 envirnments have the fllwing permissins. 1. Lcal System permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. 2. SharePint permissins: These permissins must be manually cnfigured prir t using SharePint 2010 t 2016 Migratin; they are nt autmatically cnfigured. SharePint 2010 permissins: 15

16 User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Read User Prfile Service Applicatin permissins: Use Persnal Features Use Scial Features Managed Metadata Service: Term Stre Administratr Business Data Cnnectivity Service: Full Cntrl Search Service: Full Cntrl SharePint 2016 permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Cntrl User Prfile Service Applicatin permissins: Create Persnal Site (required fr persnal strage, newsfeed, and fllwed cntent) Fllw Peple and Edit Prfile Use Tags and Ntes Full Cntrl Managed Metadata Service: Term Stre Administratr Business Data Cnnectivity Service: Full Cntrl Search Service: Full Cntrl 3. SQL permissins: These permissins must be manually cnfigured prir t using SharePint 2010 t 2016 Migratin; they are nt autmatically cnfigured. SharePint 2010 permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, Central Admin Database, and Nintex Wrkflw Database SharePint 2016 permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, Central Admin Database, and Nintex Wrkflw Database. 16

17 SharePint 2013 t 2016 Migratin T install and use SharePint 2013 t 2016 prperly, ensure that the Agent accunt f the SharePint 2013 and 2016 envirnments have the fllwing permissins. 1. Lcal System permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. *Nte: Make sure the Agent accunt f the destinatin is nt the System Accunt f SharePint 2016 if SharePint apps will be migrated by a SharePint 2013 t 2016 Migratin jb. 2. SharePint permissins: These permissins must be manually cnfigured prir t using SharePint 2013 t 2016 Migratin; they are nt autmatically cnfigured. SharePint 2013 permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Read *Nte: Full Cntrl permissin is required if SharePint apps will be migrated by a SharePint 2013 t 2016 Migratin jb. User Prfile Service Applicatin permissins: Fllw Peple and Edit Prfile Use Tags and Ntes Full Cntrl Managed Metadata Service: Term Stre Administratr Business Data Cnnectivity Service: Full Cntrl Search Service: Full Cntrl SharePint 2016 permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Plicy fr Web Applicatin: Full Cntrl User Prfile Service Applicatin permissins: Create Persnal Site (required fr persnal strage, newsfeed, and fllwed cntent) Fllw Peple and Edit Prfile Use Tags and Ntes 17

18 Full Cntrl Managed Metadata Service: Term Stre Administratr Business Data Cnnectivity Service: Full Cntrl Search Service: Full Cntrl Read permissin t the Apps fr SharePint library in the Catalg Site. 3. SQL permissins: These permissins must be manually cnfigured prir t using SharePint 2013 t 2016 Migratin; they are nt autmatically cnfigured. SharePint 2013 permissins: Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, Central Admin Database, Nintex Wrkflw Database, AppService Database, and SettingsService Database SharePint 2016 permissins: SharePint Online Permissins Database Rle f db_wner fr all the databases related with SharePint, including Cntent Databases, Cnfiguratin Database, Central Admin Database, Nintex Wrkflw Database, AppService Database, and SettingsService Database T install and use SharePint 2007/2010/2013 t SharePint Online Migratin prperly, ensure that the Agent accunt and site cllectin users (specified when registering site cllectins) have the fllwing permissin. 1. Agent accunt permissins: Lcal System permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. *Nte: If the registered site cllectins are SharePint Online site cllectins, the Agent accunt is n the Agent machine that will run the SharePint 2007/2010/2013 t SharePint Online Migratin jb. This machine must have netwrk cnnectin r have cnfigured Agent Prxy Settings. Fr detailed infrmatin n Agent Prxy Settings, see the Agent Prxy Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. If the registered site cllectins are n-premises site cllectins, the Agent accunt is n the Agent machine that will run the SharePint 2007/2010/2013 t SharePint Online Migratin jb. This machine must be the Central Administratin server r ne f the Web frnt-end servers f the farm where the registered site cllectins reside, r the machine that can cmmunicate with the Central Administratin server r ne f the Web frnt-end servers. 18

19 2. Site Cllectin User permissins: User is a member f the Site Cllectin Administratrs grup. User Prfile Service Applicatin permissins: Fllw Peple and Edit Prfile Use Tags and Ntes Full Cntrl (nly when the registered site cllectins are n-premises site cllectins) Managed Metadata Service: Term Stre Administratr Read permissin t the Apps fr SharePint library in the Catalg Site. *Nte: T register site cllectins using the Scan Mde, make sure the specified accunt has the required permissin level. When the registered site cllectins are n-premises site cllectins, the SharePint accunt must have the fllwing permissins: Plicy fr Web Applicatin: Full Cntrl Database Rle f db_wner fr the Cntent Databases, SharePint Cnfiguratin Database, and Central Admin Database When the registered site cllectins are SharePint Online site cllectins, make sure the Office 365 accunt has the Glbal Administratr/SharePint Administratr rle. *Nte: T scan OneDrive fr Business, make sure the Agent accunt has the Lcal Administratr permissin t the server where the Agent resides. *Nte: If yu want t prperly migrate user prfile prperties t SharePint Online, the user prfile prperty settings in the surce must be cnfigured in prir running the migratin jb. (In the Office 365 SharePint admin center, navigate t user prfiles > Manage User Prperties. Select the prperty yu want t migrate, and then select Edit frm the drp-dwn menu. Select the Allw users t edit values fr this prperty ptin in the Edit Settings field, and then click OK t save settings.) *Nte: If yu want t prperly migrate Web parts in a SharePint 2007/2010/2013 t SharePint Online Migratin jb, make sure the user wh registers the destinatin site cllectin where the migrated Web parts reside has the Add and Custmize Pages permissin t the site cllectin. Lcal System Permissins The fllwing Lcal System Permissins are autmatically cnfigured during DcAve 6 installatin: User is a member f the fllwing lcal grups: IIS WPG (fr IIS 6.0) r IIS IUSRS (fr IIS 7.0) 19

20 Perfrmance Mnitr Users DcAve Users (the grup is created by DcAve autmatically; it has the fllwing permissins): Full cntrl t the Registry f HKEY_LOCAL_MACHINE\SOFTWARE\AvePint\DcAve6 Full cntrl t the Registry f HKEY_LOCAL_MACHINE\System\CurrentCntrlSet\Services\eventlg Full Cntrl t the Cmmunicatin Certificate Permissin f Lg n as a batch jb (it can be fund within Cntrl Panel > Administrative Tls > Lcal Security Plicy > Security Settings > Lcal Plicies > User Rights Assignment) Full Cntrl Permissin fr DcAve Agent installatin directry Frms Based Authenticatin Permissins If a Web applicatin in the destinatin nde is using frms based authenticatin and uses a database as the methd f frms based authenticatin, ensure at least ne f the fllwing cnditins is met: The Agent accunt has a Database Rle f db_wner t this database. Specify a user in the cnnectinstring nde in this Web applicatin s web.cnfig prfile that has the access t this database. Fr details, refer t the instructins belw. i. Navigate t Start > Administrative Tls > Server Manager > Rles > Web Server (IIS) > Internet Infrmatin Services (IIS) Manager, find the desired Web applicatin in the Sites list. Migratin Database ii. Right-click the desired Web applicatin and select Explre. iii. Find the web.cnfig file in the pp-up windw. iv. Open the web.cnfig file with Ntepad. v. Find the cnnectinstring nde and specify a user that has access t the database that stres FBA security infrmatin. T use migratin databases in SharePint Migratin prperly, ensure that the fllwing accunts have the fllwing permissins: If yu select t use Windws Authenticatin: Surce and Destinatin Agent Accunts: Database Rle f db_wner fr the migratin database 20

21 Destinatin Agent Accunt: Server Rle f dbcreatr fr the SQL Server where yu want t create the migratin database. If yu select t use Windws Authenticatin and select the Specify a Windws accunt checkbx, ne f the fllwing cnditins must be met: The specified Windws Accunt: Database Rle f db_wner fr the migratin database. Server Rle f dbcreatr fr the SQL Server where yu want t create the migratin database. If yu select t use SQL Authenticatin: SQL Server lgin user: Server Rle f dbcreatr fr the SQL Server where the migratin database resides. Migratin Speed Cnsideratins Speed is a very imprtant factr when migrating cntent. T set expectatins with stakehlders fr hw lng yur migratin plans will take, the fllwing key factrs shuld be taken int cnsideratin prir t running yur migratin plans. Netwrk bandwidth between the tw SharePint envirnments SQL I/O and memry Memry n Web frnt-end servers Memry n the server hsting the DcAve Media service Number f CPUs n Web frnt-end servers Surce envirnment deplyment Number f bjects in surce Divide database and flder structures int small data sets befre running the migratin. Cnsider a granular migratin apprach. Size f bjects in surce A single 1 GB file will migrate far quicker than a millin files that have a sum f 1 GB. Cmplexity f flders, and sites Priritize cntent t be migrated int SharePint, and utilize tls t establish c-existence thrughut the curse f the migratin prject t slwly rll-ut SharePint t users as their cntent becmes available. Whether DcAve has t create site cllectins during migratin 21

22 Use flders t break up large dcument libraries r data subsets t manage library size, cnsider utilizing filtering t migrate a sub-set f the data at a time. Whether securities are included in the plan (including mappings) Permissins can be cnfigured t be migrated in the migratin plans. Whether metadata is included in the plan Health Analyzer AvePint recmmends using Health Analyzer t check the prerequisites fr prperly using DcAve SharePint Migratin. *Nte: Health Analyzer is nly available fr users in the DcAve Administratrs grup. Fr mre infrmatin abut Health Analyzer, refer t DcAve 6 Installatin Guide. 22

23 Getting Started Refer t the sectins belw fr imprtant infrmatin n getting started with SharePint Migratin. Grup and Permissin Cnsideratins Users f the Administratrs grup, System Grup, and Web Applicatin Tenant Grup can run bth SharePint Online Migratin and SharePint Offline Migratin jbs if the fllwing cnditins are met: The grup permissins cntain the SharePint Migratin mdule. The System Grup users have enugh permissin t the selected ndes in the migratin jbs. Fr Web Applicatin Tenant Grup users, the selected ndes in the migratin jbs are included in the grup scpe. The Active Directry users in the Web Applicatin Tenant Grup have the permissin cnfigured in the grup t the selected ndes in the migratin jbs. Users f the Site Cllectin Tenant Grup can run SharePint Online Migratin jbs if the fllwing cnditins are met: The grup permissin cntains the SharePint Migratin mdule. The selected ndes in the jbs are included in the managed site cllectins f the users. Fr detailed infrmatin n the user permissin management, refer t the Accunt Manager sectin f the DcAve 6 Cntrl Panel Reference Guide. *Nte: Lgs fr jbs run by Administratrs grup users and System Grup users are stred in the \AvePint\DcAve6\Agent\Lgs directry. Lgs fr jbs run by Web Applicatin Tenant Grup users and Site Cllectin Tenant Grup users are stred in the \AvePint\DcAve6\Agent\Lgs\Grup Name directry. Launching SharePint Migratin T launch SharePint Migratin and access its functinality, fllw the instructins belw: 1. Lg int DcAve. If yu are already in the sftware, click the DcAve tab. The DcAve tab displays all prduct suites n the left side f the windw. 2. Frm the DcAve tab, click Migratin t view all f the Migratin mdules. 3. Click SharePint Migratin t launch this mdule. 23

24 Figure 1: DcAve mdule launch windw. *Nte: Yu can als access the License Details infrmatin fr Migratr prducts frm the Migratin landing page. Launching SharePint High Speed Migratin T launch SharePint High Speed Migratin and access its functinality, click High Speed Migratin in the Plan grup n the ribbn f the SharePint Migratin mdule. 24

25 Figure 2: Accessing SharePint High Speed Migratin interface. Navigating DcAve DcAve mimics the lk and feel f many Windws prducts, making fr an intuitive and familiar wrking envirnment. While there are many windws, pp-up displays, and messages within DcAve prducts, they share similar features and are navigated in the same ways. Belw is a sample windw in DcAve. It features a familiar, dynamic ribbn, and a searchable, cntent list view. 25

26 Figure 3: Navigating DcAve. 1. Ribbn Tabs Allws users t navigate t the DcAve Welcme page and within the active mdule. 2. Ribbn Panes Allws users t access the functinality f the active DcAve mdule. 3. Manage clumns ( ) Allws users t manage which clumns are displayed in the table. Click the manage clumns ( ) buttn, and then select the checkbx next t the clumn name in the drp-dwn list. 4. Hide the clumn ( ) Allws users t hide the selected clumn. 5. Filter the clumn ( ) Allws users t filter the infrmatin in the List View. Click the filter the clumn ( ) buttn next t the clumn and then select the checkbx next t the clumn name. 6. Search Allws users t search the List View pane fr a keywrd r phrase. Yu can select Search all pages r Search current page t define the search scpe. *Nte: The search functin is nt case sensitive. 7. Management Pane Displays the actinable cntent f the DcAve mdule. 26

27 Pre-migratin Cnfiguratins Cnfigure the fllwing settings befre perfrming SharePint Migratin. Click the link t jump t the crrespnding sectin. Cnfiguring Migratin Databases (Optinal) Cnfiguring Strage Plicies Cnfiguring Dynamic Rules (Optinal) Cnfiguring Staging Lcatins (Only fr SharePint High Speed Migratin) Cnfiguring Azure Lcatins (Only fr SharePint High Speed Migratin) Cnfiguring Migratin Databases Cnfiguring a migratin database is nt mandatry fr SharePint Migratin unless yu want t stre detailed jb infrmatin such as the status and type f the jb, the user wh ran the jb, the start and end time f the jb, plan infrmatin, agent infrmatin, etc. Fr detailed infrmatin n the Migratin database schema, refer t Appendix A: Migratin Database Infrmatin. *Nte: SQL Server 2005 SP1 r higher is required t create a migratin database. 1. On the Hme tab, in the Settings grup, click Migratin Database. The Migratin Database pp-up windw appears. 2. Select the destinatin farm r My Registered Sites that will be using SharePint Migratin. 3. Click Cnfigure in the Manage grup t cnfigure a migratin database fr the selected farm, r click the dwn arrw buttn ( ) next t the farm and select the Cnfigure ptin frm the drp-dwn menu. The Cnfigure page appears. 4. Cnfigure the fllwing settings fr the database that will stre migratin jb data: a. Cnfigure Migratin Database Specify a migratin database. Enter a new Database Server and a Database Name in the crrespnding fields. b. Authenticatin Select the authenticatin mde fr the migratin database. If yu select SQL authenticatin, the necessary infrmatin must be specified in the Accunt and Passwrd fields. Yu can als validate the SQL database accunt by clicking Validatin Test. c. Failver database server (ptinal) Specify a failver database server. In the event that the specified migratin database cllapses, the data stred in the Migratin database can be transferred t this standby database. Alternatively, specify a Migratin Database in the Advanced settings by cmpleting the fllwing steps: 27

28 a. Click Advanced. The Cnnectin String sectin appears. b. Check the Edit cnnectin string directly checkbx t activate this feature. c. Enter the cnnectin string accrding t the example listed in the left pane. Fr mre infrmatin abut hw t cnfigure the cnnectin string, refer t Micrsft SQL Server Help Dcument. 5. Click Save t finish and save the cnfiguratin, r click Cancel t return t the Migratin Database page withut saving any cnfiguratins. 6. Select the farm that has cnfigured a migratin database and click View Details in the Manage grup t view detailed infrmatin f the migratin database cnfigured fr the selected farm, r click the dwn arrw buttn ( ) next t the farm and select the View Details ptin frm the drp-dwn menu. The View Details page appears. *Nte: The View Details buttn is clickable nly when the selected farm has cnfigured a migratin database. 7. Click Cnfigure n the ribbn t cnfigure the migratin database fr the farm. Cnfiguring Strage Plicies In rder t perfrm a SharePint ffline migratin jb, yu must set up a Strage Plicy t chse a physical device t stre the exprted data. T access Strage Plicy, frm the Hme tab, click Strage Plicy in the Settings grup. Then yu will be brught t the Strage Cnfiguratin interface f Cntrl Panel. Fr specific instructins n setting up a strage plicy, refer t the Strage Cnfiguratin sectin in the DcAve 6 Cntrl Panel Reference Guide. Cnfiguring Dynamic Rules The Dynamic Rule allws yu t specify and define yur wn mappings (clumn mappings and cntent type mappings) and filter plicies using DLL files custmized in C#. T create a dynamic rule, cmplete the fllwing steps: 1. Frm the Hme tab, in the Prfile grup, click Prfile Settings. The Prfile Settings tab appears. 2. Frm the Prfile Settings tab, in the Settings grup, click Dynamic Rule n the ribbn. The Dynamic Rule pp-up windw appears. 3. Frm the Dynamic Rule pp-up windw, in the Manage grup, click Create. 4. Cnfigure the settings belw: Name and Descriptin Chse a Name fr the dynamic rule that yu are abut t create. Then enter an ptinal Descriptin fr future references. 28

29 Uplad a DLL File Uplad a custmized DLL file fr this dynamic rule. *Nte: Yu can dwnlad a sample DLL file, prvided fr reference n hw t custmize the cde, by clicking Dwnlad the Sample Cde. Fr mre infrmatin n cnfiguring the DLL file, see the cntent in the dwnladed file. There are three interfaces prvided t be used in the DLL files: IAveCustmFieldMapping, IAveCustmCntentTypeMapping, and IAveCustmFilter. *Nte: The three interfaces abve all use the AgentCmmnWrapperCustmUtility.dll file in the \Prgram Files\AvePint\DcAve6\Agent\bin directry. IAveCustmFieldMapping By using this interface, yu can custmize clumn mappings in the DLL file. DcAve prvides eleven clumn mapping samples: Clumn Mapping 1 Maps surce clumns t custm clumns in the destinatin and maps the crrespnding surce clumn values t custm clumn values in the destinatin. Clumn Mapping 2 Maps surce clumns t custm clumns in the destinatin. Keeps sme surce clumn values and maps sme surce clumn values t null in the destinatin. Clumn Mapping 3 Maps surce clumns t custm clumns in the destinatin. Maps sme surce clumn value t the specified clumn value and maps sme surce clumn value t null in the destinatin. Clumn Mapping 4 Specifies surce clumns t be included in the filter plans and nt be migrated. Clumn Mapping 5 Creates new custm clumns with specified clumn types and crrespnding clumn values in the destinatin. Clumn Mapping 6 Creates new custm clumns in the destinatin. Specifies the clumns using clumn types and clumn values. Specifies default clumn values and clumn value mappings. Clumn Mapping 7 Cllapses the surce flder structure and creates custm clumn in the destinatin t represent the flder structure. When mapping the surce bject in the flder, the bject will have the crrespnding flder names as the specified clumn values. Clumn Mapping 8 Creates new custm Managed Metadata clumns in the destinatin. Specifies default clumn values and clumn value mappings. Clumn Mapping 9 Maps surce clumns t Managed Metadata clumns in the destinatin and maps the crrespnding surce clumn values t custm clumn values in the destinatin. Clumn Mapping 10 Creates new custm Lkup clumns in the destinatin. Specifies default clumn values and clumn value mappings. 29

30 Clumn Mapping 11 Maps surce clumns t Lkup clumn in the destinatin and maps the crrespnding surce clumn values t custm clumn values in the destinatin. Three special cases are prvided t shw hw t perfrm the clumn mappings that cannt be cnfigured in the DcAve interface: Case 1 Maps the surce clumn t the custm clumn in the destinatin and maps the crrespnding clumn values accrding t number, prefix, suffix, regular expressin and s n. Case 2 Maps the surce clumn t the custm clumn in the destinatin and maps the crrespnding clumn values accrding t the surce item name. Case 3 Maps multiple surce clumns t ne custm clumn in the destinatin and maps the surce clumn values t the destinatin clumn value. IAveCustmCntentTypeMapping By using this interface, yu can custmize cntent type mappings in the DLL file. DcAve prvides ne cntent type mapping sample: Cntent Type Mapping Maps surce cntent types t custm cntent types in the destinatin. IAveCustmFilter By using this interface, yu can custmize filter plicies in the DLL file. DcAve prvides eleven filter plicy samples as fllws: Filter Plicy 1 Specifies the clumn by the display name in the filter plicy. By using this filter plicy, the bject with specified clumn value will be included in the filter plans. Filter Plicy 2 Specifies the cntent type clumn by the display name in the filter plicy. By using this filter plicy, the bject with the specified cntent type clumn value will be included in the filter plans. Filter Plicy 3 Specifies the clumn by the clumn type and display name in the filter plicy. By using this filter plicy, the bject with the specified clumn value will be included in the filter plans. Filter Plicy 4 Specifies the clumn by the display name in the filter plicy. By using this filter plicy, the bject whse clumn value starts with the specified value will be included in the filter plans. Filter Plicy 5 Specifies the clumn by bth the display name and internal name in the filter plicy. Only the clumn internal name cnditin wrks. Filter Plicy 6 Specifies the clumn by the display name in the filter plicy. By using this filter plicy, the item that has the specified clumn will be included in the filter plans. Filter Plicy 7 Specifies several rules in the filter plicy and use the lgical peratr r. Filter Plicy 8 Specifies several rules in the filter plicy and use the lgical peratr and. 30

31 Filter Plicy 9 Specifies the clumn by the display name in the filter plicy. The item with the specified clumn value will be included in the filter plans. Filter Plicy 10 Specifies the cntent type in the filter plicy. The bject that uses the specified cntent type will be included in the filter plans. Filter Plicy 11 Specifies the clumn by the display name in the filter plicy. The bject with the specified clumn value will be filtered. Cnfiguring Staging Lcatins A staging lcatin is used t stage migratin data fr SharePint High Speed exprt. T access staging lcatin settings, n the High Speed Migratin interface, click Exprt in the Plan Management grup n the ribbn. Click Staging Lcatin in the Settings grup n the ribbn. The Cntrl Panel > Exprt Lcatin interface appears. *Nte: The Staging Lcatin buttn is nly available after clicking Exprt in the Plan Management grup n the ribbn. Managing Staging Lcatins Perfrm the fllwing actins n the Cntrl Panel > Exprt Lcatin interface: Create Click Create n the ribbn t create a new staging lcatin. Fr details n creating a new staging lcatin, refer t Creating and Editing Staging Lcatins. View Details Click View Details n the ribbn t view the previusly cnfigured settings fr the staging lcatin. Here yu can als click Edit n the ribbn t make changes t the staging lcatin s settings. Yu will be redirected t the Edit Exprt Lcatin page where yu can change the settings f this staging lcatin. Edit Click Edit n the ribbn t change settings fr this staging lcatin. Fr details n editing settings fr a staging lcatin, refer t Creating and Editing Staging Lcatins. Delete Click Delete n the ribbn. A cnfirmatin windw appears, asking if yu want t prceed with the deletin. Click OK t delete the selected staging lcatins, r click Cancel t return t the Cntrl Panel > Exprt Lcatin interface withut deleting the selected staging lcatins. Creating and Editing Staging Lcatins T create a new staging lcatin, click Create n the ribbn. T mdify a staging lcatin, select the staging lcatin, and then click Edit n the ribbn. On the Create a New Exprt Lcatin interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a Name fr this exprt lcatin. Then enter an ptinal Descriptin fr this exprt lcatin fr future reference. 31

32 2. Farm Selectin Select the farm where yu are creating this exprt lcatin. 3. Path The exprt lcatin can be a file share, strage area netwrk (SAN), r netwrk-attached strage (NAS). a. Enter the UNC Path in the fllwing frmat: \\admin-pc\c$\data r \\admin-pc\shared flder. *Nte: If the path yu entered des nt exist, it will be created autmatically. b. Select a managed accunt prfile frm the drp-dwn list r click New Managed Accunt Prfile t create a new ne, and then click Validatin Test. DcAve tests the path and user infrmatin t make sure they are valid. 4. Click Save t cmplete the cnfiguratin f the staging lcatin, r click Cancel t return t the Cntrl Panel > Exprt Lcatin interface withut saving any changes. Cnfiguring Azure Lcatins A Micrsft Azure lcatin is used t stage migratin data fr imprting t SharePint Online and OneDrive fr Business. SharePint High Speed Migratin uses a Micrsft Azure lcatin when imprting data. T access Azure Lcatin settings, click Azure Lcatin in the Settings grup n the ribbn. The Micrsft Azure Lcatin interface appears. *Nte: The Azure Lcatin buttn is nly available after clicking Imprt in the Plan Management grup n the ribbn. Managing Azure Lcatins Perfrm the fllwing actins n the Micrsft Azure Lcatin interface: Create Click Create n the ribbn t create a new Micrsft Azure lcatin. Fr details n creating a new Micrsft Azure lcatin, refer t Creating and Editing Azure Lcatins. View Details Click View Details n the ribbn t view the previusly cnfigured settings fr the Micrsft Azure lcatin. Here yu can als click Edit n the ribbn t make changes t the Micrsft Azure lcatin s settings. Yu will be redirected t the Edit Micrsft Azure Lcatin page where yu can change the settings f this Micrsft Azure lcatin. Edit Click Edit n the ribbn t change the cnfiguratins fr this Micrsft Azure lcatin. Fr details n editing cnfiguratins fr a Micrsft Azure lcatin, refer t Creating and Editing Azure Lcatins. Delete Click Delete n the ribbn. A cnfirmatin windw appears, asking if yu want t prceed with the deletin. Click OK t delete the selected Micrsft Azure lcatins, 32

33 r click Cancel t return t the Micrsft Azure Lcatin interface withut deleting the selected Micrsft Azure lcatins. Creating and Editing Azure Lcatins T create a new Azure lcatin, click Create n the ribbn. T mdify an Azure lcatin, select the Azure lcatin, and then click Edit n the ribbn. On the Create a New Micrsft Azure Lcatin interface, cnfigure the fllwing settings: 1. Name and Descriptin Enter a name fr the Micrsft Azure lcatin, and enter an ptinal descriptin. 2. Path Cnfigure the fllwing settings t cnfigure a Micrsft Azure lcatin t stage migratin data. a. Access pint Enter the access pint fr the Micrsft Azure lcatin that yu are abut t cnfigure. b. Accunt name Enter the Micrsft Azure accunt name in the text bx c. Accunt key Enter the Micrsft Azure accunt key in the text bx. 3. Click Save t cmplete the cnfiguratins fr the Micrsft Azure lcatin, r click Cancel t return t the Micrsft Azure Lcatin interface withut saving any changes. 33

34 Abut Online Migratins An Online Migratin jb migrates cntent, cnfiguratins, securities, and users frm a surce envirnment t a destinatin SharePint envirnment when a netwrk between the surce and destinatin is available. While it is theretically pssible t run an Online Migratin jb withut cnfiguring the settings described in the sectins belw, it is strngly recmmended that yu cnfigure these settings in rder t ensure apprpriate cntent management during migratin. Online Migratin Overview T perfrm Online Migratin jbs, the fllwing steps must be perfrmed in this rder. Click the link t jump t the crrespnding sectin. 1. Cnfiguring Migratin Databases (Optinal) 2. Cnfiguring Dynamic Rules (Optinal) 3. Cnfiguring a SharePint Online Migratin Prfile a. Surce Cmpnent Optins b. Mapping Optins c. Advanced Optins 4. Perfrming a SharePint Online Migratin a. Selecting the Surce and Destinatin Ndes Creating Cntainers b. Select either f the fllwing methds t perfrm an nline migratin: Cnfiguring the Run Nw Interface Cnfiguring the Save As New Plan Interface Cnfiguring a SharePint Online Migratin Prfile The Online Migratin Prfile allws yu t specify and define numerus settings fr the migratin jbs including Surce Cmpnent Optins, Mapping Optins, and Advanced Optins. Fllw the instructins belw t create an nline migratin prfile. 1. Frm the Hme tab, in the Prfile grup, click Prfile Settings. The Prfile Settings tab appears. 2. Frm the Prfile Settings tab, in the Optins grup, ensure Online Prfile is highlighted. 34