Pre-Requisites
Note: Before starting the migration please make sure about the destination domain name(e.g., @domain.com, @domain.onmicrosoft.com, or hosted domains), as this cannot be changed later, because the software licenses will be consumed and these cannot be revoked afterwards.
Download and Launch the migration tool
In case, tool is not activated, see how to activate the product: Activation Steps
Tool provides the help section for the details about each migration mode. Click on "Help" button to view this section.
To enable advance settings for Concurrent migration (optional). Read more: Advance Settings
Go to Workload Selection and enable the Sites checkbox and disable all other checkboxes. Further, you can also choose from Document Library and Generic Listing within SharePoint.
Date Filter Option is available in this tool to migrate only selective data from SharePoint. Select the time-period as per your requirement and click on Next button.
Now, Enter Admin email ID & Application ID of Source tenant. Read More : Project Creation Steps
Enter the Destination Admin email and Application ID.
Now, click on the Validate button to validate all permission.
Now under Resources tab, in the Users screen, there are several ways in which you can add users from the source account that needs to be processed. (It is required to validate users and further map permissions for SharePoint migration)
In this screen, you can see all the imported users. Click on Validate button.
The software will then show you a prompt stating the validation completed message.
You will see green icons under the Source and Destination permissions columns after successful validation.
Now come to the Sites tab to import Sites that you want to migrate.
Go with Import Sites option to import them via CSV file.
The software will then show you the success count of Sites imported via CSV file.
Once the Sites are imported, click on Validate button to validate Source and Destination Permissions.
The software will then show you a prompt stating the validation completed message.
After successful validation, you will see all the green icons. Click on Start Migration button to initiate the process.
Users can also Stop Migration if required while the migration is In Progress.
Once the SharePoint migration process begins, the software automatically navigates to the newly designed Migration Dashboard. The built-in Tile View offers live graphical insights, allowing users to track migration activities in real time.
You can check the Sites with complete migration under Completed tab.
The dashboard continuously monitors SharePoint migration activities through four dedicated status queues. The first tile, "Pending", displays all SharePoint sites, document libraries, or workloads that are scheduled and awaiting migration execution.
The "In-Progress" queue highlights SharePoint workloads that are currently being migrated, along with real-time updates on transferred files, documents, and overall data volume.
The "Completed With Error" queue displays SharePoint sites or workloads that finished migration with a few failed or skipped items, whereas the "Completed" queue lists workloads that were migrated successfully without any errors.
Select the More Details option on a particular SharePoint workload card to access the Workload Data Insights window. This section provides a detailed breakdown of source data, migrated items, and failed files or folders for each SharePoint workload category.
Click the information ("i") icon to open the column glossary, which provides clear explanations for metrics such as "Source Item Count", "Migrated Item Count", and "Folder Failed Count".
To pause the ongoing SharePoint migration process, click the Stop Migration button located in the top-right corner. A confirmation prompt will appear, allowing you to instantly suspend the data transfer operation.
After confirmation, a success notification will appear on the screen, indicating that the SharePoint migration process has been stopped successfully.
Select a specific SharePoint workload from the Data Insights window to access the Folder Analysis Details section. This panel provides detailed migration statistics for each folder or library, including the complete folder path along with successful, failed, and processed item counts.
Within the same interface, the Storage Insights section presents Source and Destination storage utilization through interactive donut charts, helping users compare drive capacity, consumed space, and available quota during the SharePoint migration process.
Click the Download Report button available in the Folder Analysis window to export a workload-specific CSV report. A download prompt will appear, allowing you to save the SharePoint document library or folder migration report directly to your local system.
Open your local File Explorer and navigate to the destination folder where the downloaded SharePoint migration CSV report has been saved.
Open the SharePoint migration report in Microsoft Excel to review item-level migration details, including Source and Destination item identifiers, folder paths, migration status, and success or failure indicators for each migrated entry.
This reporting procedure can also be performed for additional SharePoint workloads. From the respective Folder Analysis window, click the Save option to download a workload-specific migration report to your local machine.
Go to your local File Explorer and locate the downloaded SharePoint workload CSV report saved on your system.
Open the SharePoint migration report in Microsoft Excel to analyze detailed status updates for individual folders, document libraries, files, and migrated items within the selected SharePoint workload.
After the SharePoint migration is completed, use the Migration Actions dropdown available at the top-right corner of the dashboard to manage additional migration activities and subsequent data transfer operations.
Selecting the Retry Failed Items option opens a dialog box where you can choose specific SharePoint sites, users, or workloads to reprocess only the items that failed during the initial migration run.
Before initiating the retry process, a confirmation prompt will display the current license utilization details along with the remaining available license balance for the SharePoint migration operation.
Selecting the Re-Run Full Migration option allows you to choose specific SharePoint sites, users, or workloads to perform the complete migration process again from the beginning.
Selecting the Delta Migration option enables you to transfer only the newly added or modified SharePoint data that has accumulated in the source environment since the previous migration execution.
To generate the final migration documentation, click the Download Report dropdown menu and select the Migration Summary Report option.
A download prompt will appear, allowing you to save the consolidated SharePoint migration CSV summary report directly to your local computer.
Open your File Explorer and navigate to the location where the Migration Summary Report has been saved on your system.
Open the Migration Summary Report in Microsoft Excel to review a comprehensive overview of migration statuses across all mapped SharePoint source and destination workloads, organized by workload category and execution results.
For detailed migration documentation, select the Detailed Report option from the dropdown menu. A prompt window will appear, allowing you to choose specific SharePoint sites, users, or workloads to include in the report.
Next, customize the report generation settings by selecting the specific report categories you want to export, such as Migration Job Details, Folder-Level Details, or Item-Level Details.
After the reports are generated successfully, click the Download button to save the SharePoint migration reports to your local system.
The generated detailed reports are bundled into a ZIP archive file. Download and save the ZIP package to your local system for future reference and auditing purposes.
Extract the downloaded ZIP archive to access the generated reports. The files are automatically arranged into separate folders based on each processed SharePoint site, user, or workload for easier management and review.
Open a specific workload or user folder to access detailed CSV report files containing granular migration information for SharePoint documents, libraries, folders, lists, and other migrated data components.
Navigate to the Settings section to configure application preferences. Under the General tab, you can modify concurrent migration execution limits using the slider control and enable support for multiple SharePoint accounts.
The Logs tab includes a built-in Log Visualization feature. Click the "LOG" badge beside components such as migration execution processes or license activities to preview detailed system logs directly within the application interface.
Under the SMTP tab, enable the "Email Notification" option and enter the required SMTP server details to allow the application to send automated migration alerts and status notifications.
Under the Notifications tab, you can personalize the email subject line and message content for automated notifications that are triggered when the SharePoint migration process begins.
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