SharePoint Migration from 2010 to 2019 – A Comprehensive Step-by-Step Guide

Infographic with heading SharePoint Migration from 2010 to 2019

Migrating to a new SharePoint environment can be a complex but rewarding process. As businesses grow, moving from SharePoint 2010 to a newer version like SharePoint 2019 or SharePoint online helps improve productivity and access to the latest features. A smooth SharePoint migration requires careful planning, strategic steps, and close attention to detail to avoid disruptions.

In this guide, we’ll explore key SharePoint migration steps and outline the essential tasks for a successful transition from SharePoint 2010 to SharePoint online or SharePoint 2019. By following these steps, you can unlock enhanced collaboration tools, improved security, and faster performance. Whether you’re upgrading your existing system or planning to migrate SharePoint 2010 to SharePoint online, this guide provides you with a simplified, step-by-step approach to ensure a seamless migration process. Let’s get started on your SharePoint journey!

Understanding SharePoint Migration Steps for a Seamless Transition

When planning a SharePoint migration, a well-structured approach is essential to minimize disruption and ensure a smooth transition. The migration journey typically includes key SharePoint migration steps like pre-migration planning, preparing the new environment, executing the migration, and completing post-migration testing.

Starting with a detailed SharePoint migration plan helps set clear objectives. This plan should outline the scope, timeline, and resources needed. The goal is to identify all relevant content in your existing system—whether it’s SharePoint 2010, SharePoint 2016, or another version—so you can decide what needs to be migrated and what can be archived.

Pre-migration tasks involve backing up data, reviewing customizations, and assessing any features unique to your current setup. Preparing the environment for the move is equally important; if you’re aiming for a SharePoint online migration, ensure the destination is set up to handle your organization’s data and security requirements.

By following a structured SharePoint migration strategy, you can reduce downtime and user disruptions. A clear process also allows for comprehensive testing afterward, where any remaining issues can be quickly identified and resolved. This approach not only simplifies the SharePoint migration process but also ensures long-term stability and efficiency for your organization.

1. Pre-Migration Assessment of Your Current SharePoint Environment

Before starting a SharePoint migration, it’s crucial to evaluate your current system. This assessment provides a clear understanding of what needs to be migrated, ensuring nothing is missed. Start by cataloging your data, workflows, and any customizations within SharePoint 2010 or whichever version you’re currently using. Identify which items are critical for the migration and note any outdated or unused files that can be left behind, as this helps streamline the migration process.

Next, check for compatibility with newer versions, especially if you’re planning a SharePoint 2010 to SharePoint online migration. Custom scripts, third-party apps, and workflows need to be reviewed to confirm they’ll work seamlessly in SharePoint online or SharePoint 2019. By identifying these potential issues early on, you can avoid migration interruptions.

To complete this step, it’s essential to document the system architecture, listing all site collections, libraries, and permissions. Having this mapped out ensures you have a comprehensive guide during the migration, helping you maintain organization-wide data integrity. This thorough preparation will lay a strong foundation, setting the stage for a smoother SharePoint migration process.

Before starting the migration process, there are a few important tasks that need to be completed:

  • Take a full backup of your SharePoint 2010 content database and configuration database.
  • Make sure all customizations and third-party solutions are compatible with SharePoint 2019.
  • Check if any of the content databases are too large and consider splitting them if necessary.
  • Review your SharePoint 2010 farm architecture and plan your SharePoint 2019 farm accordingly.

 

2. Preparing Your Environment for SharePoint Migration

Preparation is key for a successful SharePoint online migration. First, assess your current system to understand the size and scope of the project, whether it’s a SharePoint 2010 migration or planning a SharePoint online migration. A solid SharePoint migration plan helps you avoid unexpected issues and ensures a smooth transition.

Start by checking the compatibility of your content and applications with the SharePoint Online environment. This includes reviewing customizations and ensuring they align with the cloud platform’s capabilities, which is particularly relevant for migrating SharePoint 2010 to SharePoint Online or migrating SharePoint 2016 to SharePoint Online scenarios.

Key tasks before migrating include backing up your data, evaluating any customizations, and listing all the content you want to transfer. This helps in creating a clear SharePoint migration strategy tailored to your needs. If you’re moving from SharePoint 2010 to SharePoint online, it’s crucial to ensure compatibility with any third-party tools or apps you plan to use.

For a seamless SharePoint migration process, map out each step and communicate with your team. With a clear SharePoint migration strategy, you’re better prepared to tackle challenges that may come up. Whether your goal is to migrate SharePoint 2010 to SharePoint online or handle a SharePoint-to-SharePoint migration, having a strong plan will set you up for success and reduce downtime.

Next, organize content effectively. This means categorizing files, identifying redundant data, and ensuring content structures are clean and streamlined before migration. Proper organization reduces clutter in the new system and improves efficiency. When planning to migrate SharePoint 2013 to SharePoint Online, keep in mind that SharePoint Online offers cloud-native features that may replace some customizations in older versions.

Testing in a controlled environment is also crucial. Before implementing changes organization-wide, run a migration test to identify issues early and avoid disruptions. Testing ensures that data integrity, performance, and compatibility are preserved when the SharePoint migration process goes live.

Taking these SharePoint migration steps not only enhances data organization but also minimizes risks, making the transition to SharePoint Online smoother and more reliable.

3. Developing a SharePoint Migration Strategy

Creating a solid SharePoint migration strategy is essential to ensure the process is organized, efficient, and successful. This strategy begins with a thorough assessment of your current environment, whether it’s SharePoint 2010, SharePoint 2016, or another version. By understanding the current setup, you can identify essential content and features that should be transferred, helping you prioritize tasks for a SharePoint-to-SharePoint migration or a SharePoint online migration.

The strategy should include setting clear goals for the migration. For example, if your aim is SharePoint 2010 to SharePoint Online migration, focus on which customizations need to be preserved or adapted for the new platform. Timeline planning is equally important to ensure each SharePoint migration step aligns with business needs, minimizing downtime and disruptions for users.

Additionally, consider potential risks such as data loss or compatibility issues with third-party tools. Creating contingencies for these risks, like regular backups and test migrations, can prevent major disruptions. By carefully crafting a SharePoint migration plan that includes timelines, risk management, and post-migration support, you can make the SharePoint migration process smooth and efficient, achieving your goals with minimal impact on daily operations.

Migrating SharePoint 2010 to SharePoint Online – Checklist & Key Considerations

Migrating from SharePoint 2010 to SharePoint Online requires careful planning and execution to ensure all data, content, and customizations transfer smoothly. This step-by-step guide will help you navigate the essential parts of the migration process, from database migration to upgrading content and managing customizations.

1. Backup All Data

Start by creating a complete backup of your SharePoint 2010 environment, including content databases, configurations, and any custom solutions. Backing up your data ensures a safety net if issues arise during migration.

2. Prepare for Database Migration

Since SharePoint Online is cloud-based, database migration involves adapting on-premises databases for the cloud. First, detach your content databases from the 2010 farm. Then, migrate these databases to a supported version, such as SharePoint 2013 or 2016, as a stepping stone. This is critical for ensuring compatibility with SharePoint Online.

3. Upgrade Content and Features

After migrating your database, review all content and ensure it aligns with the SharePoint Online migration requirements. Address deprecated features or legacy workflows and update custom code to be compatible with the cloud environment. This step is essential to avoid functionality loss.

4. Test and Verify Upgrades

Conduct a thorough test of all content and features to ensure they have transferred correctly and function as expected in SharePoint Online. Check custom workflows, scripts, and apps to verify that they work seamlessly in the new environment.

5. Set Up User Permissions

Finally, verify that user permissions are accurately migrated. Review access control settings, ensure that each user has appropriate permissions, and update access as necessary for the SharePoint Online system.

Critical Checkpoints

Throughout this migration, there are several key checkpoints to monitor:

  • Data Backup: Ensure all backups are complete and accessible.
  • Database Compatibility Checks: Verify compatibility at each step to prevent errors during migration.
  • User Permissions: Review and adjust permissions to secure your new SharePoint Online environment effectively.

This SharePoint migration process ensures your organization’s transition from SharePoint 2010 to SharePoint Online is smooth, secure, and efficient.

Migrate From SharePoint 2010 to SharePoint 2019. Step-by-Step Tutorial

Step 1: Pre-Migration Tasks

Before starting the migration process, there are a few important tasks that need to be completed:

Take a full backup of your SharePoint 2010 content database and configuration database.

Make sure all customizations and third-party solutions are compatible with SharePoint 2019.

Check if any of the content databases are too large and consider splitting them if necessary.

Review your SharePoint 2010 farm architecture and plan your SharePoint 2019 farm accordingly.

Step 2: Prepare the SharePoint 2019 Environment

To prepare your SharePoint 2019 environment for migration, follow these steps:

Install SharePoint 2019 on the new server farm.

Create and configure new web applications and site collections in SharePoint 2019.

Create a new content database for each site collection.

Step 3: Copy the SharePoint 2010 Content Database to SharePoint 2019

Once the pre-migration tasks are complete and the SharePoint 2019 environment is prepared, it’s time to copy the SharePoint 2010 content database to SharePoint 2019. Follow these steps:

Detach the content database from SharePoint 2010.

Copy the content database files to the SharePoint 2019 SQL server.

Attach the content database to SharePoint 2019.

Step 4: Upgrade the SharePoint 2010 Content Database to SharePoint 2013

Before you can migrate the SharePoint 2010 content database to SharePoint 2019, you need to upgrade it to SharePoint 2013. Follow these steps:

Mount the SharePoint 2010 content database in a SharePoint 2013 environment.

Upgrade the content database to SharePoint 2013 using the SharePoint 2013 Management Shell.

Test the upgraded content database to ensure it is functioning correctly.

Step 5: Migrate from SharePoint 2013 to SharePoint 2016

Next, you need to migrate the SharePoint 2013 content database to SharePoint 2016. Follow these steps:

Detach the SharePoint 2013 content database from SharePoint 2013.

Copy the content database files to the SharePoint 2016 SQL server.

Attach the content database to SharePoint 2016.

Upgrade the content database to SharePoint 2016 using the SharePoint 2016 Management Shell.

Test the upgraded content database to ensure it is functioning correctly.

Step 6: Migrate the SharePoint 2016 Content Database to SharePoint 2019

Finally, you can migrate the SharePoint 2016 content database to SharePoint 2019. Follow these steps:

Detach the SharePoint 2016 content database from SharePoint 2016.

Copy the content database files to the SharePoint 2019 SQL server.

Attach the content database to SharePoint 2019.

Next, upgrade the content database to SharePoint 2019 using the SharePoint 2019 Management Shell.

Test the upgraded content database to ensure it is functioning correctly.

Step 7: Post-Migration Tasks

After completing the migration process, there are a few important tasks that need to be completed:

Test all functionality in SharePoint 2019 to ensure it is working correctly.

Update any customizations or third-party solutions to work with SharePoint 2019.

Configure any necessary settings in SharePoint 2019, such as user permissions and site features.

Next, migrate any other necessary content, such as lists, libraries, and workflows.

Update any custom scripts or workflows that may have been impacted by the migration.

Also check out our step-by-step guide to migrate SharePoint 2013 to SharePoint Online.

Post-Migration Tasks for Optimizing Your New Environment

  • List post-migration tasks to ensure your new SharePoint online environment is functioning optimally.
  • Cover testing all customizations, configuring user permissions, and updating any workflows or scripts impacted by the migration.

Expert Tips for a Successful SharePoint Migration

A SharePoint migration can be a complex process, but with the right approach and strategy, it can be smooth and successful. Here are expert tips to guide you through a successful SharePoint Online migration:

1. Thorough Planning

One of the most important steps in any SharePoint migration process is planning. Make sure to assess your current SharePoint 2010 or SharePoint 2016 environment thoroughly. Define your migration objectives, identify potential risks, and set a clear timeline. Having a well-documented SharePoint migration plan ensures a structured, step-by-step approach that minimizes downtime and avoids issues later on.

2. Test Your Migration Process

Besides planning, it’s equally important that before migrating to your production environment, you test your migration process. Above all, you should do it in a test environment to identify and address any potential issues.

3. Frequent Backups to Protect Your Data

Backing up your data frequently during the migration process is crucial. SharePoint 2010 migration or any SharePoint-to-SharePoint migration involves moving sensitive and critical business data. Regular backups ensure that in case of any issues, you can quickly restore the data without losing important information.

4. Effective User Communication

Keeping users informed is essential to a successful migration. Communicate with them about timelines, potential downtime, and any new features or changes they should expect in SharePoint Online. Clear communication helps users adapt quickly and reduces frustration during the transition.

5. Continuous Monitoring

Continuous monitoring during and after migration is crucial. It helps identify any performance issues, broken links, or missing content. Regularly check the health of your SharePoint Online migration environment to ensure that all customizations, content, and permissions are functioning as expected.

6. Use Third-Party Tools for Complex Migrations

For complex migrations, especially when migrating from older versions like SharePoint 2010 to SharePoint Online, consider using third-party migration tools. These tools offer advanced features such as faster data transfer, error detection, and easier migration of customizations. Many of them also provide support and guidance, ensuring a smoother migration process.

Infographic about SharePoint migration planning

By following these expert tips, your SharePoint migration steps will be more efficient and result in a seamless transition to SharePoint Online.

Let’s Wrap It Up!

Migrating from SharePoint from 2010 to 2019 requires careful planning, execution, and testing to ensure a successful outcome. Thus, by following the steps outlined in this article, and leveraging the right tools and resources, you can successfully migrate your SharePoint environment to the latest version. Also, you can take advantage of the many new features and capabilities it has to offer.

Moreover, remember to plan your migration process carefully, back up your data regularly, test your migration process thoroughly, communicate with your users; and monitor the process closely to ensure a smooth and successful transition. Additionally, with the right approach and mindset, you can complete your SharePoint migration with confidence and ease.

Infographic with heading need for SharePoint migration tools

Author

  • Sherry Rajani - Founder Code Creators
    Founder of Code Creators

    Sherry Rajani, is a tie-loathing adventurer and troublemaker who believes in turning ideas into reality. Even though his experience is primarily in Microsoft Cloud and On-Premise Solutions, Sherry has also lead teams building Custom ERPs, Mobile Applications, Data Management and other solutions.
    After working in the Toronto Technology Industry for a while, Sherry started his own Technology Consulting Firm, Code Creators Inc., specializing in the Office 365 Stack ranging from SharePoint Online, the Power Platform, PowerBI and Microsoft Teams.

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