Migrate SharePoint 2013 To SharePoint Online

Introduction 

As organizations are moving to the cloud, IT professionals will be charged with migrating their file shares/SharePoint on-premises content in SharePoint Online. In this article, we will explore the Metalogix Content Matrix tool for migrating to SharePoint Online.

Content Matrix Console

Content Matrix Console - SharePoint Edition is a client application used to migrate SharePoint Lists, Libraries, and even entire SharePoint Site Collections / Site. These migrations can be made within the same SharePoint version or can be performed between two separate SharePoint versions. Any site can be promoted into a Site Collection. In the same way, any Site Collection can be copied to become a sub-site during the migration process.

Supported Source Systems
  • Office 365-Dedicated (2013 & 2010)
  • SharePoint Server 2016
  • SharePoint Server 2013
  • SharePoint Foundation 2013
  • SharePoint Server 2010
  • SharePoint Foundation 2010
  • Office SharePoint Server 2007 & WSS 3.0
  • SharePoint Portal Server 2003 & WSS 2.0
  • Exchange PST files
  • eRoom (versions that include the eRoom XML API)
  • Wikis & Blogs
  • All HTTP-accessible (or HTTPS) static websites such as ASP, PHP, ASP.NET, or HTML
  • File Shares
  • Exchange Public Folders (from Exchange 2007, 2010)

Supported Target Systems

  • SharePoint Server 2016
  • SharePoint Server 2013
  • SharePoint Foundation 2013
  • SharePoint Online (Office 365)
  • Access - Mobile: Access via an IMAP server
  • SharePoint Server 2010
  • SharePoint Foundation 2010
  • Office SharePoint Server 2007
  • Windows SharePoint Services 3.0
  • Office 365 Dedicated (2013 & 2010)

Installation

Content Matrix Console - SharePoint Edition can be installed on any computer that meets the basic hardware and software requirements. If the product is installed on a computer that is also a SharePoint web front-end, it is immediately able to connect to that SharePoint Object Model through the server with the rights of the connecting user.

Trial Version of Metalogix can be downloaded from this link.

Brief on Migration

SharePoint migration is a process of taking all the content you have in your existing file share or SharePoint and moving it either to a new or existing environment. In this article, we are migrating a site which has Site Column, Content Type, List with Lookup field and Metadata field, Custom View, Document Library with versioning enabled, List associated with Designer Workflow, and Pages with web parts. Also, we will look how to use the filters in the Metalogix Content Matrix tool to filter a site/list/library and rename the site/list/library during migration from On-Premise SharePoint 2013 to SharePoint Online using Metalogix Content Matrix Tool.

 

Steps Of Migration


Below are the steps to be followed to migrate a site from On-Premise to SharePoint Online. We would also look into the configuration required to promote a site to a site collection during migration.
  • Connect SharePoint 2013 and SharePoint Online Sites to the tool
  • Prerequisite Migration Step
  • Migration Configuration

Connect SharePoint 2013 and SharePoint Online Sites to the tool

To migrate a site from a source to target, both the sites should be connected to the tool. Below are the steps to connect On-Premise and SharePoint Online site to the tool, and how to configure proxy and add a certification.

Connect to source and target site

In the ribbon menu, Connection -> Connect to SharePoint, this will open a “SharePointLogon” pop-up.

 

Connection Options

Next, we will connect the On-Premise site by giving the site URL in the Address text box.

  
Proxy Option
 
A proxy server is a computer that functions as an intermediary to forward a client request to another server so as to return the results to the client. Using a proxy server can help increase intranet security and can help improve response times for client search requests. Such settings might not allow the tool to connect to the source/target server.
 
To Connect proxy enabled server, Check “Enable Proxy” in Proxy Options tab and provide the Server name and port in the text area.
 

Included Certificates

SSL certificates provide secure connectivity between client-server. Setting up HTTPS in SharePoint sites is a security addition. Such sites might not be connected to the tool, to connect such site click on “Add Installed Certificate” and add the appropriate certificate in “Included Certificates”.

 

After providing site URL, and configuring Proxy and Certificate click “OK” to connect the source site to the tool. Once the connection is established site will be listed in the below Pane.

Connecting SharePoint Online Tenant Site

Once the source site connection is made and settings are configured, we will now connect to the SharePoint Online Tenant Site.

 

To connect SharePoint Online Tenant Site provide the Tenant URL in the Address input box and click on ‘OK“, Once tenant Site is connected it would be listed in below pane.

Prerequisite Migration Step

Performing prerequisite steps, such as mapping users between the source and the target environment and giving appropriate permission to the user before performing the migration.

Below steps will elaborate how to use Configure Global Mapping to map the users between the source and the target environment and provide term store administrator access in Sharepoint Admin Center to an account which has been used to connect the tenant site to the tool.

Configure Global Mapping

User mapping should be done before migrating the site. This will help the tool to recognize and map SharePoint Online user account with an existing user in the On-Premise environment.

In the ribbon menu, go to Settings -> Configure Global Mapping, this will open Specify Global Mapping dialog.

 

Select Source Site in the left pane of the dialog box, after selecting the site all user will be listed in below Items pane.

 

Select Target Site in the right pane of the dialog box, after selecting the site all user will be listed in below Items pane.

 

Select the User in left and a right pane of "Specify User Mapping" dialog box and click “Map”. The entry will be made in the below pane.

 

To unmap a user, select the entry in below pane and click “Unmap”.

Configuring Term Store Administrator

Metadata terms would migrate only when account used to connect tenant site to the tool has administrator privileges under Term Stores in SharePoint Admin Center Page.

Open Term Store in SharePoint Online Tenant Site.

 

Provide Administrator username in “Term Store Administrators” people picker.

 
 
Migration Configuration

Configuration wizard has various sections, where each section could be controlled by configuring the option provided by the Metalogix. We will go through all the sections and explore the option provided. Below are the steps to be followed to migrate the site.

Copy Site

In the ribbon menu, select “Connection”, As we have already connected the source and the target site it would load the site.

Under Explorer view, select desired site node, Right click and choose “Copy Site”.

 
 
Paste Site as Subsite

Select the desired site, right-click and choose “Paste Site as Subsite”.