SharePoint 2010 to SharePoint Online Migration Steps using Metalogix tool

sharepoint 2010 to sharepoint online migration steps using metalogix
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This SharePoint tutorial explains, SharePoint 2010 to SharePoint Online migration using Metalogix tool. This will be a step by step tutorial on how to migrate from SharePoint 2010 to SharePoint Online using Metalogix tool.

SharePoint 2010 to SharePoint Online migration steps

Metalogix is a tool for migrating from any version to SharePoint 2013 or SharePoint Online. Whether you are migrating between SharePoint Servers, upgrading to a later version of SharePoint, migrating to SharePoint Office 365, or simply reorganizing your SharePoint content, “Metalogix Content Matrix Console – SharePoint Edition” is an easy to use and convenient way of getting your SharePoint data across. With its familiar copy-and-paste style user interface, you can quickly migrate your SharePoint content between Servers, while preserving your valuable metadata.

  • Content Matrix Installable Components
  • Content Matrix consists of a combination of Consoles and SharePoint WSPs. 
  • Content Matrix Consoles are the primary UI applications for migrating content to SharePoint. 

The consoles include

  • Content Matrix Console
    SharePoint Edition
  • Content Matrix Console 
    File Share Edition 
  • Content Matrix Console 
    Public Folder Edition 
  • Content Matrix Console
    Website Edition
  • Content Matrix Console 
    Blogs and Wikis Edition

If we install Content Matrix Console – SharePoint Edition, then we will be able to migrate the site, documents, and pages in SharePoint sites.

Hardware Requirements
Processor if you have already installed SharePoint Server in your system then use the same configuration for Metalogix tool.

  • Memory
    1 to 2 GB RAM is sufficient for installing the Metalogix tool.
  • Disk Space
    30 to 50mb max.
  • Display
    1024 x 768 screen resolution.

Software Requirements

  • Operating System
    Windows Server 2012, Windows 10, Windows 8, Windows 7, Windows Vista, Windows Server with both, 32 bit and 64-bit operating system, is supported.
  • SharePoint Target Environment
    SharePoint 2013, SharePoint 2010, MOSS 2007, WSS 3.0 and SharePoint Online.
  • Database SQL Server 2012 R2, SQL Server 2008R2, SQL Server 2005 and SQL Server 2000.
  • Web Browser
    Internet Explorer, Google Chrome.
  • Windows PowerShell
    PowerShell 1.0, 2.0 and 3.0.
  • .NET Framework
    Microsoft .NET Framework 3.5 or higher version.

Step 1: In your Computer -> Go to the Start menu and search for “Content Matrix SharePoint Edition”.  -> The below window will open.

metalogix sharepoint migration steps
metalogix sharepoint migration steps

Step 2: Now you can see, there are two windows in the main window. So here we window, it will appear all source site and another one for the target site.

In the top menu, you can connect to your source or targeted site through database level or using SharePoint site URL. However, I would suggest everyone should connect through the database level.

If you are connecting through the database, then you must have administrative privileges to access the database and must know the credential details. Once you click “Connect through Database“, it will ask for credentials and your database name.

metalogix sharepoint migration
metalogix sharepoint migration

Step 3: If you are trying to connect through SharePoint, then you must have administrative access to SharePoint sites. Once you click on “Connect through SharePoint“, it will ask for credentials.

sharepoint 2010 to sharepoint online migration steps
sharepoint 2010 to sharepoint online migration steps

Step 4: In the Address field, put your source site address; select Targeted type as site; the connection type will be Auto Detect by default; set Authentication Type as Office 365 Standard, for connection to SharePoint Online. Finally, click OK.

metalogix sharepoint migration steps
metalogix sharepoint migration steps

Step 5: Once you are connected to the site, you will be able to start the migration.

There are two types of migration.

  1. Site level migration
  2. Document level migration

Site level migration
In this type of migration, you are able to migrate the content site-wise which means you directly right click on the source site and click on “Copy Site“, then go to the right side window, choose the targeted site and click “Paste Site Content >> All Site Content“.

sharepoint 2010 to sharepoint online migration
sharepoint 2010 to sharepoint online migration

Step 6: In the Next window, click on the targeted site and paste as per below image.

sharepoint 2010 to sharepoint online migration steps
sharepoint 2010 to sharepoint online migration steps

Document level migration:

Before start document level migration, you need to ensure that you have created the targeted site in SharePoint Online.

In this migration, you should migrate from On-premises List or document library to SharePoint Online List or document library, or Announcement to SharePoint Online Announcement like this.

sharepoint 2010 to sharepoint online migration steps using metalogix
sharepoint 2010 to sharepoint online migration steps using metalogix
sharepoint on premise to online migration
sharepoint on premise to online migration

Once your migration is completed, go through both the sites and check if everything is migrated correctly or not.

You may also confirm through log file under Metalogix tool.

sharepoint on premise to online migration steps
sharepoint on premise to online migration steps

You may like following SharePoint migration tutorials:

Please try it on your end and let me know if anyone faces any issue. Hope this SharePoint tutorial will be helpful to know how to migrate from SharePoint 2010 to SharePoint Online using Metalogix tool.

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About Rajkiran Swain

Rajkiran is currently working as a SharePoint Consultant in QATAR . Rajkiran having 6 + years of experience in Microsoft Technologies such as SharePoint 2019/2016/2013/2010, MOSS 2007,WSS 3.0, Migration, Asp.Net, C#.Net, Sql Server, Ajax, jQuery etc.He is C#Corner MVP (2 Times).

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