When it comes to content migration we have the option to write code (script) or use a migration toolset or a combination of both, thus it is important to identify the appropriate toolset based on “ease of use” and what we need to achieve.
I have evaluated several migration toolsets however, in this blog I am going with Sharegate as I have extensively used this product recently.
Sharegate is a toolset used to “Manage, Migrate and Secure SharePoint & Office 365”.
We will look at migrating a document library in SharePoint O365 environment to another document library in the same environment and see how we can use Sharegate to speed up this process. I will incorporate some of my experiences, working with a customer on a document migration strategy.
What are we trying to achieve? Migrate document libraries in SharePoint and apply metadata in the process using a combination of excel and PowerShell scripting along with Sharegate.
- Select the Source document library to Migrate.
- Create the spreadsheet using Sharegate “Export to Excel” function.
- Update the Metadata within the excel spreadsheet (this can be done manually or by a console app).
- Using Sharegate PowerShell automate the Import/Migration process.
To achieve this, we need to do the following:
- Logon to Sharegate and click on the “Copy SharePoint Content” option as depicted below.
2. Connect using your O365 SharePoint tenant, using your credentials.
3. Below, as you can see I have a bunch of test documents that I need to migrate from source document library to the target document library.
4. Click on Excel to export an excel spreadsheet (to update the metadata columns).
5. Select the documents that you would like to copy across, however before starting to copying you will need to set up a custom property template as below:
Property templates allow you to select the options used for the bulk edition and to set custom actions for all of the list or library’s columns.
6. Give the template a name and set up the template properties as below as per your requirements.
7. When you click on “Save & Start” you can start copying the files across using the Sharegate UI.
Using PowerShell script to automate this migration process
- Save the Excel file locally, for e.g. “MigrationTest.xlsx”
2. Update the columns in the excel spreadsheet with the appropriate metadata and save the file.
3. Click on the Sharegate PowerShell to open the PowerShell as shown in the below Image.
4. Run the below script.
PowerShell script using Sharegate’s “Copy-Content” cmdlet :
#PowerShell Script to migrate documents using Sharegate PowerShell #Connection to O365 account $mypassword = ConvertTo-SecureString "******" -AsPlainText -Force $srcSite = Connect-Site -Url "https://yourtenant.sharepoint.com/sites/test/ /" -Username "email@example.com" -Password $mypassword Write-Host "Connected to source" $dstSite = Connect-Site -Url "https:// yourtenant.sharepoint.com/sites/test2/DestDocLib/" -Username "firstname.lastname@example.org" -Password $mypassword Write-Host "Connected to Target" Write-Host $srcList $srcList = Get-List -Name "SrcDocLib" -Site $srcSite Write-Host $dstList $dstList = Get-List -Name "DestDocLib" -Site $dstSite $Template = “TestTemplate" Write-Host "Copying..." Copy-Content -TemplateName $Template -SourceList $srcList -DestinationList $dstList -ExcelFilePath "C:\POC\MigrationTest.xlsx" Write-Host "Done Copying"
PowerShell to “export to excel” from Sharegate
As of today, Sharegate does not have an “export to excel” script as yet, this step has to be done through the Sharegate UI. I have talked to the Sharegate support team and they came back to me saying, “this is one of the most requested feature and will be released soon“. Please refer to the Sharegate documentation for updates on new features: http://help.share-gate.com/
Using Sharegate and PowerShell we can automate the document migration and metadata tagging. Going further you can create a number of excel export files using Sharegate and script to iterate through each excel file as input parameter to the above PowerShell script.