SharePoint Online Migration with Metadata — Preserve Metadata During Migration

SharePoint Online Migration with Metadata is an IT Partner service for moving files and folders from a file server or a third-party cloud source to SharePoint Online while saving metadata. It is designed for organizations that need more than a basic file copy, because the engagement includes compatibility checking, structure planning for SharePoint libraries, document classification, migration, verification, post-migration tasks, and a closeout report.

This service applies to migration from sources such as Google Drive, Box, Dropbox, OneDrive for Business, file servers, and other valid third-party sources to SharePoint Online. The exact plan may vary by source and requirements, so IT Partner should confirm the migration approach for your specific environment before work begins.

Yes, the service is specifically scoped to migrate files and folders to SharePoint Online with metadata saving. IT Partner describes Managed Metadata as centrally managed hierarchical terms used as attributes for SharePoint items, and the migration work starts after classification and structuring are defined.

The service includes migration of files and folders to SharePoint Online with metadata saving, a compatibility check, help fixing compatibility errors, identification of the future SharePoint library structure, and a document classification approach. It also includes verification of migrated files and structure, post-migration tasks, and a project closeout report with final project status, acceptance evidence, outstanding issues if any, and final budget.

Training of the customer team, users' folder migration, mail server migration, SharePoint consulting and development, desktop software settings, and documentation beyond the project closeout report are not included in the standard scope. Some of these items may be available as additional services, so they should be discussed with IT Partner if needed.

The stated duration for SharePoint Online Migration with Metadata is 1 week. The actual plan may vary depending on your needs, source system, content structure, permissions, and readiness, so specific timing should be confirmed with IT Partner during scoping.

The SharePoint Online Migration with Metadata service is priced at $175 per hour. The service SKU is ITPWW230MIGOT, and the final budget is documented in the project closeout report.

The listed manager for the SharePoint Online Migration with Metadata service is Mike Mackey. For project-specific scheduling, scope confirmation, and coordination, the customer should provide a dedicated point of contact to work with IT Partner.

You must have a Microsoft 365 tenant with SharePoint Online licenses, admin access to your SharePoint or file server environment, and a planned SharePoint Online site structure and permissions. These prerequisites matter because IT Partner needs access, licensing, and a destination design before it can classify content and migrate files with metadata.

The implementation plan includes a kickoff meeting, a pre-migration source system health check, the start of data migration, migration verification, final migration, and post-migration tasks. This phased approach is used so the source environment can be reviewed, content can be moved, and migrated files and structure can be verified before project closeout.

IT Partner checks files and folders for SharePoint Online compatibility, helps fix errors, identifies the future SharePoint library structure, and recommends how documents should be classified. IT Partner also starts the metadata migration after classification and structuring, verifies the files and structure, performs post-migration tasks, and provides a closeout report.

The customer must provide a dedicated point of contact, coordinate outside vendors if needed, configure networking equipment, provide required access to systems and facilities, and perform DNS changes if required. The customer should also help identify high-risk users such as executives or VIP users and designate a specialist who understands the company’s content design, structure, and business processes.

IT Partner will help identify the structure to use in future SharePoint libraries and define a document classification approach. The service does not include broader SharePoint consulting or development in the standard scope, so any more extensive design or custom development should be confirmed as an additional service.

A success criterion for the service is that users can access documents from SharePoint Online using desktop PCs, mobile phones, and tablets from any place and at any time. This assumes the migration is completed correctly and the required SharePoint Online access, licensing, and permissions are in place.

IT Partner verifies the migrated files and the SharePoint structure after the migration process is done. The project closeout report includes final project status, evidence of meeting acceptance criteria, any outstanding issues, and the final budget.

The service description does not specify a guaranteed downtime window or business impact level. Because the plan may vary by source system, content volume, permissions, and migration approach, downtime or user impact should be confirmed with IT Partner during the kickoff and migration planning.

Users' folder migration is not included in the standard SharePoint Online Migration with Metadata service. IT Partner notes that users' folder migration could be added as an additional service if it is required.

No, mail server migration is not included in this SharePoint Online file and metadata migration service. If you need email migration or mail cutover work, it should be scoped separately as an additional service.

No, training of the customer team is not included in the standard scope. Training may be added as an additional service, so customers who need user adoption or administrator training should request it separately.

After migration, IT Partner performs post-migration tasks, verifies files and structure, and provides a project closeout report. The closeout report documents the final project status, acceptance evidence, outstanding issues if any, and the final budget.