How to Migrate SharePoint Documents?

MS SharePoint is one of the most popular enterprise-level content management systems available for effective management of documents and collaborative working. With integration to OneDrive, it proves to be the most reliable storehouse for document storage and sharing. Owing to its ease of use and facilities, many organizations are moving their documents to SharePoint form file servers and other sources. However, this migration is a challenge, especially when there is a huge volume of data.

Fortunately, some professional tools like Kernel Migrator for SharePoint are available for the help of users. This tool helps to migrate documents and SharePoint data between different platforms. It maintains the integrity of the documents and migrate them to the desired platform precisely.

There are different aspects you need to consider while migrating documents to SharePoint, such as:

  • Which documents do you want to migrate?
  • Choosing the correct SharePoint document library as a destination.
  • Selecting the desired location in SharePoint library to migrate documents.

Manual Methods to Migrate SharePoint Documents

Drag and drop is one of the simplest methods to migrate file system documents to SharePoint library. However, this feature is only available in SharePoint 2013 and other latest versions. Follow the below steps to migrate documents with drag and drop functionality:

  • Drag and Drop Document to a SharePoint Library

    1. Open SharePoint 2013 on your system and log in with your credentials.
    2. Now, drag files or multiple files from your computer and drop them to the SharePoint library of your choice.

    Disadvantage: This method can only drag and drop 100 files at a time. Also, you cannot drag and drop folders to the document library.

  • Open with Explorer

    This is another valid option that can be used for document migration. In this method, you’ll have to open document library outside SharePoint, with the "Open with Explorer" option. This option allows you to open the SharePoint document library in Windows Explorer. To use this option:

    1. Go to the SharePoint document library. Now, select the “Library” tab on the toolbar.
    2. You'll see “Open with Explorer” in the right corner; click it.
    3. The Windows Explorer wizard will appear on the screen displaying the folders in your document library.
    4. You can access these files as they are on your computer.
    5. Now, you can use this window to move your documents to SharePoint.

    Disadvantages: This option is only available in Internet Explorer browser. You cannot use this method with other browsers. Also, you cannot move large documents with this method. Moving large-sized documents will hang the window.

Alternate Solution – Kernel Migrator for SharePoint

Kernel Migrator for SharePoint is an advanced SharePont Migration tool that allows users to migrate multiple documents at a single time. It offers the freedom to schedule the migration process as per your requirements. There are some unique features that Kernel Migrator for SharePoint offers, such as:

  • Allow migrating entire files on disk/drive to SharePoint
  • Pre-migration analysis to eliminate any risks during migration
  • Drag and drop feature to move files to SharePoint
  • Smart filters to migrate specific data
  • Automate migration with the scheduler

Now, let’s have a look at its working process to understand this software better. Follow the below steps to migrate file system data to SharePoint with SharePoint Migrator. Using this tool, you can also migrate permissions from file server to SharePoint Server.

  1. Download Kernel Migrator for SharePoint and install on your system.
  2. On launching the tool, the welcome window of the software will appear on the screen. By default, you can view the drives of the file system in the source pane. But if you want to add a remote file system, go to "Add New Source" and select "File System" as a source. Add the required information and click "Ok."
  3. Now go to the toolbar and select the "File System" option. In the "File System" menu and select "File System to SharePoint Migration."
  4. The File System to SharePoint Migration wizard will appear on the screen. Click the "Add" button and select the files from the local or remote file system and add to the tool.
    select the files from the local or remote file system and add to the tool
  5. Click "Next" to move to the next step and select the destination where you want to migrate the documents.
    select the destination where you want to migrate the documents
  6. The default SharePoint site will be automatically selected; to add another site click the drop-down menu and select the site.
  7. Click the "browse" button to select a destination list, library, or folder in the selected SharePoint site. The following dialog box will appear on the screen.
    select a destination list, library, or folder in the selected SharePoint site
  8. Select the desired location and click "Ok" to confirm.
  9. Once the documents/files are selected, you’ll get back to the migration wizard that displays the selected list/library
    selected list/library
  10. Click “Next” to go to the next step. First, Kernel Migrator for SharePoint will try to map the attributes of the content automatically. It will leave the fields blank if the relevant attribute is not available on the File System. You've to map such blank attributes. Also, you can modify the already mapped  attributes.
    Click “Next” to go to the next step
  11. Once you select the attribute value, click “OK.” It will take you back to previous content migration wizard, click “Next.”
  12. In the next step, set the filters that you want to apply to files/documents and click "Next.
    click Next
  13. Allow the permissions to migrate the data from the file system. After mapping any additional user click “Next.”
    After mapping any additional user click Next
  14. If you're migrating the files/documents from a remote file system, then you’ll have to provide the login credentials of a user who have the complete right on the added content. Enter the credentials and click “Next.”
    click Next
  15. In the next step, select whether you want to execute the process immediately or Schedule it and click “Next.”
    select whether you want to execute the process immediately or Schedule it
  16. After executing the process, you’ll see the summary of the migration process. Now, click “Next” to start the migration process.
    click Next to start the migration process
  17. It will take some time to complete the migration process. Once it is complete, the screen will display the migration summary. Click “Finish” to close the wizard.
    Click Finish to close the wizard

This way you can easily migrate files/document from the local/remote file system using Kernel Migrator for SharePoint.

Conclusion

File migration is one of the easiest migrations in SharePoint. But, even this simplest migration can be difficult for non-technical users. So, here we have mentioned the most effective and easiest methods to migrate file system. But, manual methods have their limits, so prefer using Kernel Migrator for SharePoint for better results.

  1. It is easy to use the software as it understands the environment of SharePoint environment and keeps the data healthy. I migrated the documents to the latest SharePoint Server 2019 and I could start working on it instantly.

  1. The manual process does not migrate the document’s permissions and you need to manually assign the permission to the new account. Kernel Migrator for SharePoint is very useful for document migration.

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