Set up everything you need, to get the most out of the ShareGate migration tool for your migration.
- Install the ShareGate migration tool
- Install the Server Extension
- Insane mode
- Get the required permissions
- Consent the Azure ShareGate migration tool application in Microsoft 365
- Set your destination
Install the ShareGate migration tool
The ShareGate migration tool is a client-side tool that you can install on any Windows machine.
If you are migrating to or from an on-premises version of SharePoint, make sure the tool is installed on a machine that has access to your network.
Though it will work with a VPN in most environments, we do not recommend running a migration through one. As an alternative, it is more efficient to set a virtual machine on your network to run the application from a distance.
For more information on installation and recommended hardware specifications, see Installation - The ShareGate migration tool.
Should you install the app on an Azure VM (virtual machine)?
If you are migrating from an on-premises source or another provider like Google or box, using an Azure VM for your migration will be the same as using a workstation with similar specs.
In the above scenarios, the only potential benefit of using an Azure VM is that it can help you get past local network restrictions. For instance, a proxy that blocks third-party applications on your network.
Using an Azure VM can improve the performance of a Microsoft 365 to Microsoft 365 migration because it keeps your migration in Microsoft's environment. Keep in mind that the tool will still run client-side between your source and destination.
Install the Server Extension
The Server Extension helps to lift some migration limitations, allows you to use Insane mode when it's installed on a destination on-premises server, and can help improve performance when migrating to Microsoft 365.
If you are working with an on-premises SharePoint server, source or destination, we highly recommend installing the extension. It is a small package that installs basic services, is secure, and does not require that you reset your server.
The Server Extension can only be installed on your on-premises SharePoint servers, from SharePoint version 2007 and up. For more information, see Server Extension checklist.
Insane mode increases performance, reduces limitations, and reduces throttling in a Microsoft 365 destination.
For more information on Insane mode for your destination Microsoft 365 environment, see Insane mode for Microsoft 365.
For more information on Insane mode for your destination on-premises environment, see Insane mode on-premises.
Get the required permissions
You can migrate content with full control permissions.
To migrate structure, you will need to be site collection administrator, and you will strongly benefit from a higher admin level.
SharePoint administrator, farm administrator, or global administrator permissions will allow you to list and migrate multiple site collections, Microsoft 365 Groups, Teams, and more.
These requirements apply for both the source and destination in SharePoint and Microsoft 365.
For more information, see Microsoft administrative permissions.
Consent the Azure ShareGate migration app in Microsoft 365
The Azure ShareGate migration app helps reduce throttling in Microsoft 365 and improves how the ShareGate migration tool interacts with Microsoft 365.
For more information on the Azure app, see What is the Azure ShareGate migration app?
For more information, see Microsoft 365 throttling.
Set your destination
The ShareGate migration tool does not migrate a complete farm or tenant. This means that your destination environment must be deployed before you can start your migration.
The ShareGate migration tool does not migrate users and security groups to your active directory. Make sure you sync your Active Directory at the destination so your users and groups are available during the migration.
For more information on user and group associations, see Users and groups association (automatic mapping).
Site collections are the highest level SharePoint objects the app can migrate. If you are migrating to an on-premises version of SharePoint, you will have to create new web apps in your destination before you can migrate your sites.