Migration - Summary

Migration - Summary

You can also read our article "Migration approach" to learn more about these.

What is converted

• Classification plan;
• Retention schedule;
• Administrative units;
• Containers;
• Files;
• Documents;
• Files;
• Value areas;
• Custom metadata for all these entities.

What is not

• Everything that is not mentioned above, but more specifically:
  • Audit;
  • Versions;
  • Special modules;
  • Decommissioning lists;
  • Basket;
  • Authorizations on units/folders/documents;
  • Etc.

Deploying the migration

1. Migrating with iteration
   • Requires a migration tool/development (tool programming required)
   • Allows you to use the system in parallel (the source system remains available until the latest version)
   • 3 iterations (some systems with 1-2 depending on the maturity of the migration program)
   • Longer, but more flexible
   • Allows you to do the training in parallel 
     
     
2. Migration with templates
   • Allows you to import datas and contents with a template in Excel format
   • Allows you to transfer files/folders: "Import Client";
     • Useful for unstructured/semi-structured content, e.g. Shares, network. 
   • Approach that requires a freeze of the source system (once testing is completed)
   • Allows you to modify the migrated structure by adjusting the templates
     • Only recommended if experienced with templates