Integrated Migration Environment
Section titled “Integrated Migration Environment”DISCOVER, DESIGN, MIGRATE AND DOCUMENT
SMART Migration brings content discovery, Business Intelligence, restructuring, migration automation and reporting into one Integrated Migration Environment (IME). Understand your content, define the required outcome and execute selective migrations with file-level traceability.
The platform combines configurable data processing, version-controlled migration setups and execution on infrastructure you control. Use visual steps for supported operations and integrate proprietary PowerShell when specialised functionality is required.
The platform’s key elements
Section titled “The platform’s key elements”Discovery to migration
Start with tenant-wide content analytics to support fact-based decisions. Review the file landscape, identify relevant content and define what should be migrated, reorganised or handled separately.
Prepare the destination structure and metadata, then execute precision migration when the scope and configuration are ready. Source inventory and external data can drive file selection and destination mapping.
Business Intelligence
Use interactive Power BI dashboards for deep file analytics, migration monitoring and reporting. Connect to the central SQL Server dataset to analyse source content and review execution results across jobs and runs.
- Analyse file inventory, metadata and version information.
- Support content selection and migration planning.
- Monitor progress, file results and exceptions.
- Provide a shared reporting view for technical teams and stakeholders.
File-level accountability and audit documentation
Track each file handled by the migration from its source to its configured destination. The reporting records migration results and exceptions, providing an audit trail for review and corrective action.
This traceability supports migration governance and compliance documentation. Compliance also depends on the organisation’s requirements, configuration, access controls and validation procedures.
Metadata and versions
Include metadata and document version history in the migration design. Map source fields, calculate destination values and apply supported major/minor version information according to the source, destination and migration method.
For SharePoint-to-MetaVox scenarios, the migration includes SharePoint metadata and complete document version history as part of the configured transfer.
Parallel workstreams
In the Teams-based planning environment, multiple specialists and teams can work independently in their own channels. Allocate content preparation and migration responsibilities to the relevant groups while maintaining shared project documentation.
Parallel preparation reduces dependency on one central operator and enables teams to contribute their knowledge of the content.
Infrastructure control and scalable execution
Run the migration application on your own Windows infrastructure, using virtual machines or physical servers. Control the execution environment, connectivity and access to source and destination systems.
The multi-server architecture supports scaling execution capacity to the project workload. Throughput depends on infrastructure, source performance, file characteristics and destination service conditions.
An integrated environment for migration delivery
Section titled “An integrated environment for migration delivery”Bring the workflow together
Complex projects can involve PowerShell, text editors, Excel, SQL Server, Windows Task Scheduler and a migration tool. Connecting these components often requires additional code and coordination.
IME brings the corresponding migration, data-processing and automation tasks into a shared configuration environment. Build reusable workflows and retain the option to include custom code for specialised requirements.
Development, Test and Production
Manage configuration changes through separate environments and version-controlled deployment.
- Development: Create and modify the migration configuration.
- Test: Deploy a version and validate its behaviour and results.
- Production: Deploy the approved version for operational execution.
Interactive analysis with the customer
Retrieve data, review it, apply changes and load the results into another supported location, such as SharePoint, SQL Server or CSV. Work through assessments and test configurations with the customer during the same session.
Visual processing steps reduce the need to pause routine analysis while bespoke scripts are written or adjusted.
Visual migration automation
Section titled “Visual migration automation”Reusable steps and configurable control flow
Build migration logic using visual steps for extraction, transformation, looping and content transfer. DataETL and For-Each steps prepare datasets and use their values to drive subsequent actions.
Reduce custom PowerShell development for supported operations while retaining flexibility for proprietary functionality.
Explore Migration Automation Explore the DataETL Step Explore the For-Each Step
Data-driven selection and distribution
Use source inventory and external data to cherry-pick files, determine destinations and apply metadata. Build datasets for selective migration and distribution across thousands of sites.
Define the required destination outcome through selection rules, transformations and metadata enrichment rather than automatically reproducing the source structure.
Explore data-driven file distribution
Configurations the team can maintain
Build dynamic, parameterised configurations that multiple people can review, execute and maintain. Analysts, colleagues with intermediate technical knowledge and software developers can contribute according to their responsibilities.
Technical capabilities
Section titled “Technical capabilities”Legacy ECM migration to SharePoint
- Migrate major and minor document versions where the source information is available.
- Map and transform metadata into supported SharePoint destination fields.
- Apply historical user names to supported user fields, including CreatedBy and ModifiedBy, as permitted by the migration method and configuration.
- Apply supported historical dates and author/editor values within document version history.
High-volume transfer and discovery
Use multiple Azure storage queues to support parallel upload for large SharePoint migration projects.
File share discovery provides inventory data for DataETL and selective migration. Use LastAccessed values to prioritise relevant content where reliable access-date information is available.
SharePoint list and library operations
Create, read, update and delete items in SharePoint lists and libraries. Configure preservation of Modified and ModifiedBy values where supported by the operation.
Field processing includes managed metadata, lookups, content types, users, choice, text, date/time and numeric values, including supported multi-value columns.
Database and CSV processing
Perform Create, Read, Update and Delete operations on SQL Server tables and supported ODBC-compliant sources. Use the visual interface or parameterised SQL for advanced processing.
Extract CSV data using visual filters or SQL-based selection, including date/time and numeric filtering. Create new CSV files from the processed dataset.
Excel processing and report generation
- Extract data from sheets and tables using visual filters or SQL.
- Refresh connected table data before extraction.
- Transfer or update data in a specified table or sheet.
- Create workbooks from templates and populate them through multiple processing passes.
- Build Excel reports and transfer dynamically named output files to SharePoint.
DataETL across supported sources
Extract, transform and load data using supported connectors for SharePoint lists and libraries, SQL databases, ODBC, CSV, Excel, JSON and XML. Available read and write operations depend on the connector and source permissions.
Proprietary PowerShell integration
Include custom PowerShell when proprietary functionality is required. Pass input and output parameters between the script and the configured workflow, combining visual automation with specialised code.
Actionable migration reporting
Section titled “Actionable migration reporting”Use results to guide corrective action
Maintain a consolidated overview across jobs and runs. Use reporting data to select files for ReMigration or RetryMigration without manually consolidating separate tracking sheets.
- Identify migrated files and their recorded destinations.
- Review metadata issues and failed files.
- Define targeted retries and corrective actions.
- Select successfully migrated files for remigration when metadata corrections are required.
Discover your content. Design the outcome. Execute with control. Document every migration result.
See also