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Please review the following guides for a better understanding of SharePoint and why UConn is migrating to the platform.

What is SharePoint? (includes video)

SharePoint's Relationship with Teams

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SharePoint site creation

(Data can be migrated into new or existing SharePoint sites.)

Task

Help from ITS

Self-Service (Moving data yourself)

Info

To learn more, visit this page: Creating a SharePoint Site

  • Less clutter: only creates essential parts of SharePoint site.

  • Creates a direct Q Drive replacement.

  • Adds all features to your site, including a new email address and calendar.

Data Migration

  • Safest choice.

  • Creates a log of files transferred and any issue during migration.

  • Data Migration from the Q Drive

    • Safest choice.

    • ITS performs a pre-migration scan to predict any issues during the migration process (ex. file name too long).

    • Creates a log of files transferred and any issue during migration.

    • Can migrate into a site created by ITS or into an existing site.

    • Retains file metadata.

    Tip

    ITS recommends that departments use the ITS-provided work with ITS to utilize the data migration tool to ensure data safety.

    • Quick and easy if you do not have many files.

    • Can migrate into an existing site.

    • No log is generated.

    • Can take multiple days to upload if you have many files.

    • File metadata may be lost.

      • Metadata includes original author, creation date, etc.

    Note

    When manually migrating data, files may be unknowingly lost and ITS may not be able to restore lost files (no log is generated).

    Managing Permissions

    (Permissions are not migrated from the Q Drive, only data is migrated)

    The management of permissions is now handled by the SharePoint site owners; users do not need the help of ITS to add, edit, or remove others from a SharePoint site. Check out Add others to a SharePoint Site Manage Users in SharePoint for more information. If you create the SharePoint site yourself, without help from ITS as described in the top row of this table, use this guide: Add Owners and Members to a custom SharePoint Site

    Will my data work in SharePoint?

    Data supported by SharePoint

    Create SharePoint site

    Create a SharePoint

    Example Migration Timeline

    ...

    When will my data move?

    Tip

    If you have not been contacted by ITS to move your Q Drive data, reach out to sharepointmigrations@uconn.edu immediately.

    ITS works with each data owner(s) (those who manage their group’s Q Drive permissions/data) to pick a migration date. This date is considered the cutover date.

    Learn more about the cutover date here: Cutover Date - SharePoint Migrations

    What information will I need to supply to ITS to migrate my Q Drive?

    Faculty, staff, and students should schedule a meeting with an ITS staff member to schedule a migration of their department’s data. This is the time to ask any questions about SharePoint or the migration process. If all parties are satisfied at this meeting’s conclusion, a migration will be scheduled. Otherwise, a second meeting will be scheduled as well. Be prepared to answer the following questions:

    Each time a SharePoint user shares a file/folder, a SharePoint owner will receive an email asking them to approve the share. recommends would like ITS the for you (see above table), what would you like the name of the site to be? What would you like the URL to be? there is site?If no, ITS can migrate the data into a new .: , or by renaming the folder inside your Q Drive.

    Question

    Note

    Does your group ever share files with users outside of the university (externally)?

    External Sharing is disabled by default. With external sharing disabled, you cannot collaborate on files/folders with non-UConn users.

    You can send files to people outside of the university, but you cannot collaborate on them without External Sharing enabled.

    Note: Members of UCHC and UConn Foundation are external. Enabling external sharing does not decrease the security of your site, but it is disabled by default.

    With external sharing disabled, you cannot collaborate on files/folders with non-UConn users.

    Should each file/folder share need approval of a site owner?

    Panel
    bgColor#EAE6FF

    Anyone who does not have a @uconn.edu email address is external

    Share SharePoint Files outside of the University

    Will you need to hide certain folders from certain users, or should all members have equal access?

    Restrict SharePoint folders from certain Users

    Do you have two SharePoint site owners in mind?

    ITS

    requires that you have at least two site owners. Users can be promoted to Owner and demoted to Member at any time.

    Do you have an existing SharePoint site that you would like the data migrated into?

    If you

    need to create

    a SharePoint site

    , please visit s.uconn.edu/sharepoint and click on “Create Site” in the top left corner.

    • The name can be the same as your department name, or it can be more specific. The name can change at any time.

    • https://uconn.sharepoint.com/sites/yourURLhere -The URL cannot be changed without causing some issues, but it is possible.

    If

    you have an existing site, do you want the Q Drive data to be added to a certain folder, or the root level of the

    site

    When would you like the data migration to occur?

    Before the data is migrated, a scan will be run to predict any migration errors (ex. file name too long).

    Your Q Drive access will be removed after the migration. Your data on the Q Drive will be permanently deleted 30 days later.

    What is the current location of your Q Drive data?

    Ex. Q:\WestHartford\ITS

    Do you have an existing team in Microsoft Teams that you would like to migrate your Q Drive data into?

    If yes, do you have any folders in your Q Drive that match the names of a Teams channel?

    Teams stores its data in SharePoint; if you are using Teams, you’re already using SharePoint. Learn more: SharePoint's Relationship with Teams

    Folder name conflict: If yes

    , for example, the default Teams channel “General” will conflict with a folder named “General” in your Q Drive. This can be avoided by renaming the folder inside your Q Drive, or by migrating your Q Drive files into a folder in the SharePoint instead of the root (top) level

    To schedule a meeting

    ...

    .

    Do you have a folder named “Forms” in the top-level (root) of your Q Drive?

    This folder will need to be renamed as it will conflict with SharePoint.

    Should each file/folder share need approval of a site owner? (Enabling this setting is uncommon)

    Each time a SharePoint user shares a file/folder, a SharePoint owner will receive an email asking them to approve the share.

    What is the current location of your Q Drive data?

    Ex. Q:\WestHartford\ITS

    Do you have a server/application accessing your Q Drive?

    On-prem services will not be able to access SharePoint/OneDrive data. See Data supported by SharePoint for more information.

    Considerations:

    Question

    Note

    Do you have a folder with more than 100,000 items inside of it?
    (files, other folders, shortcuts, etc.)

    In SharePoint, once a folder contains more than 100,000 items, the folder permissions cannot be modified. This means that individual access cannot be granted nor removed from the folder until it contains fewer than 100,000 items.

    To alter access while the folder has more than 100,000 items, you must use User Groups. Learn more: Manage Folder Permissions in SharePoint using User Groups

    Do you have a large number of files in a historical, or archival, status (300,000 or more)?

    (Files that you are keeping but do not access in your normal, day-to-day work)

    You may want to have this data reside on a discrete SharePoint site. Learn more: Archival SharePoint Sites

    How do I access my SharePoint?

    Once your SharePoint site has been created, there are multiple ways to access your files. If you are curious now, please take a look at the following guide: Access SharePoint files.

    First Steps Help Guide

    This guide is to be followed after the migration has completed. Departments on SharePoint - First Steps

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