Migrate your documents:
- From: any SQL Server based ECMS or CMS with documents stored in a physical file store
- To: SharePoint 2013, SharePoint Online / Office 365 document libraries and folders, including record centers.
- Map your metadata to ordinary fields or to SharePoint lists, users, or managed metadata
- Created and last edited dates, and creator and last editor automatically mapped to the corresponding SharePoint fields for each version. Note, creator doesn’t always map for Office 365.
- All versions, or just the latest. Majors and minors supported.
- Document level security if required
- A few at a time or a few hundred thousand at a time
- Control extraction of your document information with your own SQL
- Pretty quick – speed depends a lot on your physical environment, 2-5GB/hr is fairly typical per instance. One customer used 10 instances on each WFE and APP server, 40 simultaneous instances, and got speeds from 50-80,000 documents per hour
- Skills required:
- Setup and initial configuration: Strong SQL and Migration, medium SharePoint
- Migration runs: Basic SQL, SharePoint, Migration
Supports various document migration processes:
- Migrate all the documents at once, or selection by selection
- “Back fill” and then refresh the recently changed documents at Go Live
- You can run test document migrations, then remove the test documents and retest with just a few clicks. Similarly you can back out a live migration run in a few clicks
- The old ECMS can be updated as documents are migrated. For example, set security to read-only, update a field with the SharePoint URL.
- Note: When a migration run is backed out you can restore the security.
- For maximum speed the application is run on a server in the SharePoint farm, and multiple instances can be run simultaneously.
- For Office 365 it is run from a desktop, and again, multiple instances can be run.
- Document data is collated in SQL Server Views which you control
- Site, web, and library can be set for a migration run, or they can be defined in the SQL Views on a document by document basis
- Content type and folders can be defined in the SQL
- Easily map metadata to SharePoint text, number, date, list, user, or managed metadata fields
- Logging to SQL Server tables
- So the SQL prevents documents being migrated twice
- Log viewer provided
- Configuration data is easily set and then stored in an XML file in the application folder
- The SharePoint “Name” field size and uniqueness constraints can be met in several ways including:
- using the document number,
- using the document title optionally shortening and / or appending the document number to conform to size and uniqueness requirements
- Illegal characters are replaced with “_” in document and folder names
- Missing or zero byte files are replaced with placeholders ensuring the metadata is migrated
- Live monitoring – MB/hour, documents/hour, error counts
A few videos …
Index of videos
- A quick introduction(1:50)
- Configuring SharePoint and the Migration Databases(4:58)
- Configuring the Migration Tool (4:13)
- End to end walk through of a migration run (5:25)
Video 1: A quick introduction to our SharePoint Migration Tool (1:50)
Video 2: Configuring SharePoint and the Migration Databases (4:58)
Video 3: Configuration the CSw SharePoint Migration Tool (4:13)
Video 4: End to end walk through of a migration run (5:25)