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We have many years’ experience performing technically complex data migrations between a diverse range of technologies including Microsoft SharePoint, Open Text Livelink, HP TRIM, FileNet Panagon, ProjectWise and various file shares. A typical migration follows a proven methodology that scopes the migration work, establishes a strategy to carry out the migration, provides tools (off the shelf if possible), plans the migration and supports the migration.

The migration approach and tools required largely depend upon the metadata and context of the data to be migrated. The information below gives an indication of the various approaches we adopt:

Files in a file share with no particular context or metadata.
User drags and drops files into appropriate SharePoint document library.

Files in a file share requiring similar metadata to be added.
Either drag and drop and user manually enters metadata per file by hand,
Or
Deltascheme Swift Multi-file upload tool which allows the same metadata to be applied to all uploaded files and manages duplicate file names. E.g. Good for uploading camera images from an SD card – especially when duplicate file names exist.

Files in a file share requiring existing metadata to be retained (e.g. creation date / author) and new metadata to be added.
Migrate using Sharegate, a third party product which runs outside of SharePoint and uploads the content to SharePoint.

Files in a file share requiring some form of transposition and/or workflow status to be replicated.
Typically a bespoke migration tool. E.g. for the conversion of file formats, merging multiple files, bespoke permissions, and inserting into a workflow at a particular point in the workflow.

Files in a legacy document management system.
Typically utilise some form of extraction to file share utility and then deploy one of the approaches above.

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