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Working with a partner: from first contact to go-live

Free to try, paid to deliver

The app, the SMART Migration server download and the 7-day trial key cost nothing. What you pay for is the production licence and the services your partner delivers around it.

Each step names who does it. Where it says you or your partner, the partner's share is up to you: some organisations only buy the licence, others have the partner run the whole project.

  1. Choose a partner — you

    Pick a partner from All SMART Migration partners on the Support tab, read its profile and contact it. Get the app activation code from your partner, then choose Activate your partner on the Support tab, type the code and choose Select. The partner becomes your contact for the trial, the licence and the services.

  2. Get the server and the trial key — your partner

    The partner sends the download link for the SMART Migration server and the free 7-day trial key, and can install the server with you on a Windows machine in your network.

  3. Try it on your own content — you or your partner

    Run Discovery jobs on a few typical libraries, OneDrives or shares. The trial handles the first 250 files and folders of each source: enough to see your own content in the Power BI report.

  4. Agree the scope — you or your partner

    Discover everything in scope, then decide from the report what moves, what is cleaned up first and what stays behind.

  5. Get an estimate and an offer — your partner

    From the Discovery figures the partner estimates the waves and the time they take, and offers its service package and the production licence that fits: the edition and the rental period.

  6. Production licence — your partner

    The partner, as reseller, supplies the production licence key. It lifts the trial's limit for the period it is rented for.

  7. Pilot, then the waves — you or your partner

    A pilot wave proves the naming, the Team Folders, the metadata and the permissions and measures the speed; the remaining waves follow the plan.

  8. Go live and hand over — you or your partner

    Cut over, sign off each wave with its Run History and Power BI report, and agree the support you need afterwards.

The steps in more detail:

The app and the trial are free, so you can see SMART Migration work on your own content before anything is bought.

WhatCostFrom
The SMART Migration app for NextcloudFree and open sourceMigrateDMS
The SMART Migration server downloadFreeYour partner
The trial key, 7 daysFreeYour partner
Power BI Desktop, to open the reportFreeMicrosoft
The production licenceRented for 1 to 36 months, priced by your partnerYour partner, as reseller
Migration servicesThe partner's own service packages and pricesYour partner, as service provider

The app shows no prices: each partner sets its own. Ask the partner for an offer, or ask AI Help, with your partner chosen above the question box, for what its profile says.

What a partner delivers depends on its roles, which the Support tab shows for each partner.

Service provider

Discovery and the report read with you, the wave plan, the job configuration, running the migration, the cutover and support after go-live.

Reseller

The production licence that follows the trial, in the edition and for the period that fits the plan.

More than files

Some partners also migrate mail and calendars, clean up file names, set up resilience copies for DORA, or run Nextcloud for their customers. Their profiles say so.

Before you choose, or before you sign an offer, these questions make the offers comparable:

  • Which services are in the package, and which are charged separately?
  • Who runs the jobs — the partner, you, or both?
  • How is the time estimated, and from which figures?
  • Which edition and which rental period does the plan need, and why?
  • What support is there after go-live, and for how long?
  • Can the same partner move mail and calendars, so files, mail and calendar are one project?
  • Which languages does the partner's team work in, and from which country?

In the help panel, your partner chosen above the question box answers from your partner's profile instead of this manual — every certified partner's until you activate one. AI Help reads the profiles and the pages they link to.

See also