SharePoint 2016 Migration Best Practices

The general availability release of SharePoint Server 2016 earlier in May is a good opportunity for me to confirm that our SharePoint migration and administration products fully support the new release since early beta days. If you are a Migration Suite for SharePoint or Administrator for Office 365 customer (thank you!), you can rest assured that you can rely on the products in your transition to SharePoint 2016. We support direct migration from any SharePoint 2013, 2010 and 2007 version and even from pre-RTM SharePoint 2016 builds in case you need to move valuable content from your SharePoint 2016 pilot deployment.

We know that SharePoint migrations are labor intensive and fraught with risk. If not done correctly, they can be a real drain on time, resources and budget. So to help you out, here are three tips and best practices to help you simplify and accelerate your migration to SharePoint 2016, Office 365 and OneDrive for Business.

1. Perform a Pre-migration Assessment

Before you start any migration or upgrade, you need to assess your current environment. If you bring over all your existing content without taking time to prune, archive or consolidate, you risk wasting valuable time preserving information that’s no longer needed. Engage your business owners in a dialog throughout the process. It’s not up to IT to determine what is or isn’t relevant; that’s a business decision.

2. Establish Governance Policies for Your Target Environment

It’s important to see governance as a cycle of continuous improvement rather than a single implementation. As such, migration is an opportune time to review your existing governance and decide what to keep or throw away. Be sure to document all relevant policies and procedures, whether broad usage guidelines or tightly restricted policies. Your governance is not going to be perfect at first, but if stakeholders are able to make honest appraisals of their success, they can determine next steps toward improvement.

3. Plan Your Security Strategy

For a migration to Office 365 or SharePoint, you need to preserve user access rights throughout the migration period. It’s critical to see a complete list of users with access, including those granted permissions via Active Directory or SharePoint groups. Armed with this information, you can make sure that only the right people have access to any particular data as you migrate — checking throughout to make sure critical content remains available to those who need it (and no one else).

To get all ten steps, download the white paper: Ten Best Practices for Migrating to SharePoint 2016, Office 365 and OneDrive for Business.