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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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Task

Help from ITS

Self-Service (Moving data yourself)

SharePoint site creation

Data can be migrated into new or existing SharePoint sites or into an existing Microsoft Teams team.

Info

To learn more, visit this page: Create 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

    Example Migration Timelines

    ...

    The first migration timeline is more common and eases the transition. When you work with ITS to choose a cutover date, ITS will begin the migration period a few days before the chosen date. Therefore, on the day of your cutover, the migration will be relatively small and quick.

    ...

    Create SharePoint site

    Create a SharePoint site

    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. a folder with more than 100,000 items inside of it?
    (files, other folders, shortcuts, etc.)Do you have recommends The cutover day is the day you no longer have Q Drive access (to the folder being migrated) and are operating solely out of SharePoint. ITS will work in the backend a couple days before this day to facilitate the cutoff.

    At 3PM the day before your chosen date, you will lose all access to the folders being migrated. The next morning, you will have access to your files using SharePoint. Your data on the Q Drive will be permanently deleted 30 days later.

    Follow, and share, this guide to access your data after it has been migrated: s.uconn.edu/firstsharepoint

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

    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
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    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

    In SharePoint, once a folder contains 100,000 or more 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.

    We recommend pre-staging large folders' permissions using a SharePoint Group prior to your final migration, so access can be added/removed via Group membership, even when the permissions of the folder itself cannot be modified.

    You may also remove sub-folders from the folder in question until the count is below 100,000 and thus allows you to modify permissions.

    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 would like ITS need to create the a SharePoint site for you (see above table), what would you like the name of the site to be? What would you like the URL to be?, 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 there is 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?

    If no, ITS can migrate the data into a new site.

    When would you like your cutover day to occur?

    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, or by renaming the folder inside your Q Drive.

    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

    large (in number or size) amount of file in an

    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)?

    (

    Records

    Files that you are keeping but do not access

    frequently

    in your normal, day-to-day work)

    You may want to have this data

    live

    reside on a discrete SharePoint site.

    If you have many thousands of files that you do not access regularly, placing them in a separate site will speed up operations on your primary site if you do not synchronize this secondary, archival, site with your computer.

    Info

    Upon the first synchronization between SharePoint site and your computer, your computer creates ‘dummy’ files to represent every file in the site. This gives you something to double-click in your File Explorer (or “Finder” in macOS). Your computer must create these ‘dummy’ files before any other OneDrive/SharePoint task. This means you must wait for the initial synchronization to complete before you can open a file.

    To schedule a meeting

    ...

    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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