Preparing Your Content for SharePoint Migration

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Preparing content for migration is a crucial step in ensuring a smooth and successful transition to SharePoint. In this article, we delve into best practices for organizing and cleaning up content, optimizing metadata, and resolving permissions issues to streamline the migration process.

Preparing content for migration is a crucial step in ensuring a smooth and successful transition to SharePoint. In this article, we delve into best practices for organizing and cleaning up content, optimizing metadata, and resolving permissions issues to streamline the migration process.
Organize and Cleanup Content:
Start by conducting a thorough inventory of your organization's content repositories, including file shares, document management systems, and SharePoint Copy. Identify redundant, outdated, or trivial (ROT) content that can be archived or deleted to reduce clutter and streamline the migration process. Organize remaining content into logical folders and categories to facilitate navigation and searchability in the new SharePoint environment.
Update Metadata:
Metadata plays a crucial role in organizing and categorizing content within SharePoint. Before migrating content, review and update metadata fields such as document titles, descriptions, tags, and categories to ensure consistency and accuracy. Standardize naming conventions and metadata schemas to improve searchability and facilitate content management in SharePoint.
Resolve Permissions Issues:
Permissions management is another critical aspect of content preparation for migration. Review and document existing permissions settings for each content repository, including user permissions, group memberships, and inheritance settings. Identify any discrepancies or inconsistencies in permissions and resolve them before initiating the migration process to ensure that users retain appropriate access to content in the new SharePoint environment.
Clean Up Orphaned Users and Groups:
Over time, user accounts and groups may become obsolete or redundant, leading to orphaned users and groups in SharePoint. Before migration, identify and remove orphaned users and groups from SharePoint to streamline permissions management and reduce the risk of unauthorized access to content.
Conduct Content Audits and Quality Checks:
Perform content audits and quality checks to identify content that may require additional attention or remediation before migration. Address issues such as file format compatibility, file size limitations, and metadata inconsistencies to ensure a seamless migration experience.
By investing time and effort in preparing content for migration, organizations can minimize potential issues and maximize the efficiency and success of their SharePoint migration project. By following these best practices, you can ensure that your content is organized, optimized, and ready for migration to the new SharePoint environment.

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