The unique Migration Automation allows you to build optimized SMART Migrations using pre-programed steps.

It is designed for Legacy ECM migration, Legacy SharePoint content migration and FileShare migration. You can restructure and enrich content with active use of any external data source such as SQLServer, CSV, ODBC, SharePoint Lists etc.

For example, external data can be the “driver of the migration” or be seamlessly combined with files from a FileShare and dynamically migrated into SharePoint Document Library Items – effectively migrating any legacy ECM to SharePoint.

Comparison specific to Sharegate

Features matrix : Classic Migration tools vs. SMART Migration Classic Flow
Copy SharePoint site or site collection from a to b Yes
Copy Microsoft Teams 1:1 from a to b Yes
SharePoint and Teams management/reporting Yes
PowerShell CMDLET to embed in custom PowerShell driven migration projects Yes
Copy files from FileShare or SharePoint to Teams or any SharePoint platform Yes Yes
Consolidated always up-to-date actionable reporting.
You have a consistent and consolidated overview of where the migration project stands.
The reporting output can be used directly for ReMigration or RetryMigration. Essentially eliminating all CSV and Excel sheets used by legacy tools.
Notice that you can secretively ReMigrate files to fix metadata issues etc. even thought initially migrated successfully. The consolidated always up-to-date actionable reporting includes:
  • What files are migrated
  • What are the metadata issues
  • What files failed
Simplify complex file migration projects by replacing scripting and manual work with visual no-code “Migration Automation Build your migration logic using proven reusable steps designed and optimized specifically for SharePoint migration scenarios. Yes
Apply unvalidated user names to all SharePoint Online user columns
like ModifiedBy, CreatedBy. Even custom calculated names like “My department” or names extracted from document custom properties like Word: LastSavedBy.
Codeless control flow. The codeless DataETL Step and For-Each Step allows you to effortlessly define the looping and data manipulation needed for advanced migration. They effectively eliminate most if not all your PowerShell. Yes
Data-driven file distribution with cherry-picking of files for high performance upload with metadata and major/minor version history applied from any data source Yes
Use the codeless DataETL Step and For-Each Step. features to analyse and build the right data set for selective migration/distribution across thousands of sites Yes
Codeless setup that is pre-tested not tied to anyone person. Many people and run, analyze and maintain. Yes
External data access: query and manipulation + CRUD (SQL Yes
SharePoint List & Library query and data manipulation + CRUD Yes
Migrate documents with version history from legacy DMS to Office 365
(Alfresco, IBM FileNet, OpenText etc.)
  • Migration Automation driven from external data sources. Columns becomes variables For-Each row loops that can be nested and the built in tracking and reporting details all actions within each branch/iteration*
High performance 24/7 async transfer to SharePoint Online
(½TB – 10TB/day)
Data ETL (Extract ,Transform and Load) between data sources including SharePoint List and Libraries, SQLServer, CSV etc. Yes
Calculated SharePoint metadata Yes
OnDemand Migration. Jobs controlled from a SharePoint List Yes
Advanced FileShare discovery Yes
Data staging to data sources including databases and SharePoint List with transformations. Extract from SharePoint or any data source. Yes
Combine metadata from external data source with files from FileShare to create Library Items Yes
Apply/reapply transformed metadata from from any data source Yes
Database based reporting, tracking and analysis (no text log files etc.) Yes
Job notification and approval workflows can be invoked using Power Automate on job or For-Each loop level) Yes
2-way CRUD operations on SharePoint List/Libraries and data sources tables Yes
Embed 2-way parameterized PowerShell to include proprietary functionality. You can call PowerShell for-each-row or just once. PowerShell core 5 & 7 supported. ISE and Visual Code supported as embedded editor. Yes
Excel-style calculation engine with variable support Yes
All SharePoint data types supported. Lookups, Managed Metadata, Labels and Content-Type can be resolved using dynamic calculations. Yes
64 bit Desktop Cloud App. You control all data transfers. No cloud service needed Yes
External data sources include (CRUD = Create, Read, Update, Delete) Support
  • SharePoint Lists and Libraries – Visual CRUD
  • SQL Server – Visual CRUD or native SQL
  • Microsoft Access – Visual CRUD or native SQL
  • Generic ODBC – Visual CRUD or native SQL
  • CSV – simple extraction or advanced criteria on all data types
  • Excel – Sheets, tables: including refresh when connected to data source
  • JSON – automatic serialization
  • XML – extract tag data and rows based on custom delimiters
  • FileShare inventory scanning
  • In a typical migration project a classic tool is the corner stone. All automation-logic, data retrieval and error handling is custom coded in PowerShell and the classic tool is used as a utility to perform the file copy to SharePoint. With SMART Migration the approach is different and the project is made of configurable Steps that are designed for content migration, data extraction and automation with no code required.
    In other words a fundamental change in the way you approach and execute migration to the Digital Workplace.
  • The foundation for transfer to O365 is the SharePoint Import Migration API. The product’s implementation uses advanced tracking that guarantees reporting on each file while at the same time utilizing asynchronous high performance transfer. This unique technology results in high migration throughput even during Azure datacenter production hours and brings throttling to an absolute minimum.
  • Microsoft PowerAutomate cloud flows can be invoked for incremental notification and invocation of approval workflows as the migration progresses.
  • The consolidated migration reporting is built in and the data set is accessible using SQL from PowerBI or other database reporting solution.
  • Migration On Demand – Prebuilt template for centralized SharePoint List based migration job management. The migration jobs are created as list items and you can apply your own UI on top using PowerApps add workflow logic etc. using PowerAutomate.
Last modified: 23 November 2023