(Post courtesy Partner Solution Consultant Andre Kieft)
It has been a while since I created a blog post, but recently I received a lot of questions and requests for advice on how to migrate file shares to SharePoint and use SkyDrive Pro (SDP). So I figured to create a blog post with the things you need to consider as a Small and Medium Business (SMB) partner when you are planning to migrate file share content into SharePoint and want to make use of SDP for synchronizing the SharePoint content offline.
Note: that these steps are both valid for SharePoint 2013 on-premises (on-prem) and SharePoint Online (SPO).
As a first step, try to understand the data that resides on the file shares. Ask yourself the following questions:
Let me try to explain why you should ask yourself these questions.
If the total size of the file shares are more that the storage capacity that you have on SharePoint, you need to buy additional storage (SPO) or increase your disk capacity (on-prem). To determine how much storage you will have in SPO, please check the Total available tenant storage in the tables in this article. Another issues that may arise is that in SharePoint is that you reach the capacity per site collection. For SPO that is 100 Gigabyte, for on-premises the recommended size per site collection is around 200 Gigabyte. This would automatically mean that the content database is around 200 Gigabyte, which is the recommended size. Thought you can stretch this number up in on-prem, it is not recommended.
So, what should I do when my customer has more than 100 Gigabyte?
The total amount of files on the file shares is important as there are some limits in both SharePoint as well as SDP that can result in an unusable state of the library or list within SharePoint but you also might end up with missing files when using the SDP client.
First, in SPO we have a fixed limit of 5000 items per view, folder or query. Reasoning behind this 5000 limit boils all the way down to how SQL works under the hood. If you would like to know more about it, please read this article. In on-prem there is a way to boost this up, but it is not something we recommend as the performance can significantly decrease when you increase this limit.
Secondly for SDP there is also a 5000 limit for synchronizing team sites and 20000 for synchronizing personal sites. This means that if you have a document library that contains more that 5000 items, the rest of the items will not be synchronized locally.
There is also a limit of 5 million items within a document library, but I guess that most customer in SMB won’t reach that limit very easily.
So, what should I do if my data that I want to migrate to a document library contains more than 5000 items in one folder?
But wait! If I already have 5000 items in one folder, doesn’t that mean that the rest of the other document won’t get synchronized when I use SDP?
Yes, that is correct. So if you would like to use SDP to synchronize document offline, make sure that the total amount of documents per library in a team site, does not exceed 5000 documents in total.
So, how do I fix that?
Another limit that exists in SPO and on-prem is the maximum file size. For both the maximum size per file is 2 Gigabyte. In on-prem the default is 250 MB, but can be increased to a maximum of 2 Gigabyte.
So, what if I have files that exceed this size?
Another important aspect to look at on your file shares is the depth of nested folders and file length. The recommended total length of a URL in SharePoint is around 260 characters. You would think that 260 characters is pretty lengthy, but remember that URLs in SharePoint often has encoding applied to it, which takes up additional space. E.g. a space is one character but in Unicode this a %20, which takes up three characters. The problem is that you can run into issues when the URL becomes to large. More details about the exact limits can be found here, but as a best practice try to keep the URL length of a document under 260 characters.
So, what if I have files that will have more than 260 characters in total URL length?
When migrating file shares into SharePoint is often also a good momentum to clean up some of the information that the organization has been collecting over the years. If you find there is a lot of content which is not been accessed for a couple of years, what would be the point of migrating that data it to SharePoint?
So, what should I do when I come across such content?
Determine what kind of files the customer is having. Are they mainly Office documents? If so, then SharePoint is the best place to store such content. However, if you come across developers code for example, it is not a good idea to move that into SharePoint. There are also other file extensions that are not allowed in SPO and/or on-prem. A complete list of blocked file types for both SPO and on-prem can be found here.
So, what if I come across such file extensions?
In order to determine if you have large files or exceed the 5000 limit for example, you need to have some kind of tooling. There are a couple of approaches here.
So, now that we have analyzed our file share content, it is time to move them into SharePoint. There are a couple of approaches here.
If you are in a document library you can open up the library in the Windows Explorer. That way you can just do a copy and paste from the files into SharePoint.
But, there are some drawbacks using this scenario. First of all, I’ve seen lots of issues trying to open up the library in the Windows Explorer. Secondly, the technology that is used for copying the data into SharePoint is not very reliable, so keep that in mind when copying larger chunks of data. Finally there is also drag & drop you can use, but this is only limited to files (no folders) and only does a maximum of 100 files per drag. So this would mean if you have 1000 files, you need to drag them 10 times in 10 chunks. More information can be found in this article. Checking for invalid characters, extensions and URL length upfront are also not addressed when using the Open with Explorer method.
Pros: Free, easy to use, works fine for smaller amounts of data
Cons: Not always reliable, no metadata preservations, no detection upfront for things like invalid characters, file type restrictions, path lengths etc.
You could also use SDP to upload the data into a library. This is fine as long as you don’t sync more than 5000 items per library. Remember though that SDP is not a migration tool, but a sync tool, so it is not optimized for large chunks of data to be copied into SharePoint. Things like character and file type restrictions, path length etc. is on the list of the SDP team to address, but they are currently not there.
The main drawbacks of using either the Open in Explorer option or using SDP is that when you use these tools, they don’t preserve the metadata of the files and folder that are on the file shares. By this I mean, things like the modified date or owner field are not migrated into SharePoint. The owner will become the user that is copying the data and the modified date will be the timestamp of the when the copy operation was executed. So if this metadata on the files shares is important, don’t use any of the methods mentioned earlier, but use one of the third party tools below.
Pros: Free, easy to use, works fine for smaller amounts of data (max 5000 per team site library or 20000 per personal site)
Cons: No metadata preservations, no detection upfront for things like invalid characters, file type restrictions, path lengths etc.
Here are some of the 3rd party tools that will provide additional detection, fixing and migration capabilities that we mentioned earlier:
(Thx to Raoul for pointing me to additional tools)
The list above is in random order, where some have a focus on SMB, while other more focused on the enterprise segment. We can’t speak out any preference for one tool or the other, but most of the tools will have a free trial version available, so you can try them out yourself.
So, when should I use what approach?
Here is a short summary of capabilities:
1This depends on the capabilities of the 3rd party tool.
SDP gives me issues when synchronizing data Please check if you have the latest version of SDP installed. There have been stability issues in earlier released builds of the tool, but most of the issues should be fixed by now. You can check if you are running the latest version, by opening up Word-> File-> Account and click on Update Options-> View Updates. If your current version number is lower than the one you have, click on the Disable Updates button (click yes if prompted), then click Enable updates (click yes if prompted). This will force downloading the latest version of Office and thus the latest version of the SDP tool.
If you are running the stand-alone version of SDP, make sure you have downloaded the latest version from here.
Why is the upload taking so long? This really depends on a lot of things. It can depend on:
If you feel that there are things missing here, please let me know and I’ll try to add them to this blog post.
Nice Share Sean.
Great article, thanks for post! Really helpful in my own migration and our clients
Hi Sean, This is a great entry, you covered some very important questions that I get asked very often especially URL characters length limit, 5000 documents limit and upload speed. It is simply necessary to think about URLs beforehand, otherwise you can
face tricky situation ;) Again, you are right on when you describe what might influence the migration speed. Especially, when you invite people to run test migration to get realistic speed estimate. I would add that whenever users tryout a migration tool as
Sharegate, they really should not hesitate to ask questions, after all if they need help to evaluate a product it is normal that Support gives them a hand. Finally, I invite you to have a look at the latest version of Sharegate through our free 15-day trial
and have a look at our new performance slider ;) Jimmy De Santis Sharegate | User Experience Guardian
What about the permissions you currently have on file shares? How can we migrate those?
Thank You Sean!! :)
Is SharePoint Online different from SharePoint Foundation 2013? I have just signed for a free SharePoint Foundation 2013 site with
Thanks for outlining file migration scenarios. By the way, do any of the 3rd party tools support migration into a Records library with metadata?
I can suggest here another good tool named Lepide Migrator for Documents (http://www.lepide.com/lepidemigratordocuments/#overview) that seems to be an appropriate solution while need
to migrate file shares to SharePoint online.