Getting Started Guide v1.0

dSHIFT Migrator for SharePoint (On-Premises)
Getting Started Guide v1.0

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Contents
INTRODUCTION
1
SUPPORTED MIGRATION SCENARIOS
2
INSTALLATION STEPS
2
1. Installing the dSHIFT Client
2
2. Installing the dSHIFT Service
5
ACTIVATION STEPS
8
THE MIGRATION PROCESS
9
1. Select the Source and Destination
10
2. Perform Pre-Migration Scan
11
3. Selecting What to Migrate
12
4. Fine-Tune Migration Settings
14
5. Initiate Migration
15
ADDITIONAL MIGRATOR FEATURES
17
View User or Group Security
17
Manage Server Notifications
18
Import/Export
19
MIGRATION FEATURES SUMMARY
20

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Introduction
The dSHIFT Migrator is a one-stop solution to migrate data from WSS 3.0 or MOSS 2007 to SharePoint 2010.
The dSHIFT Migrator is also capable of restructuring and reorganizing SharePoint data during migrations by
simply dragging and dropping contents from source to destination, and even lets you perform import or
export operations, send site-wide notifications and a lot more - all with just a few clicks.
The dSHIFT Migration Tool is built on top of SharePoint's migration APIs, and uses the latest Microsoft
technologies in an extensible architecture, providing an easy-to-use migration solution that delivers definite
results. Acting as a "black box" Windows service, dSHIFT migrates al data, including sites, lists, templates and
security to the target SharePoint 2010 environment. The figure below details how this service interacts with a
client application (the "dSHIFT client") to perform migrations.


As shown above, the dSHIFT client (front-end GUI) is instal ed on any workstation in the same network. Since
it has been designed to work remotely, the dSHIFT client does not have to be instal ed on the source server.
However, if it is more convenient to do so, running the client from the source server is stil possible.
On the other hand, the dSHIFT Windows service must be instal ed on the source and destination servers with
appropriate credentials and access rights. Please use an account that has SharePoint Administrator, Database
Administrator, and Local Administrator rights, such as the account used for the SharePoint Timer service.
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Supported Migration Scenarios
The dSHIFT Migrator is capable of migrating data to and from the fol owing platforms:
* Windows SharePoint Services (WSS) v3.0
* Microsoft Office SharePoint Server (MOSS) 2007
* Microsoft SharePoint Foundation 2010
* Microsoft SharePoint Server 2010

Installation Steps
1. Installing the dSHIFT Client
Source
Before you begin instal ation of the dSHIFT Client, please ensure the fol owing pre-requisites are in place:
Platform
1. An account with appropriate local administrator level access rights.
2. Dot Net Framework version 3.5 SP1 or higher instal ed.
3. Access to internet

Once these pre-requisites are in place then download the instal ation package on the workstation where you
wish to instal the dSHIFT Client, unzip the package and run the "dSHIFT Setup" file to begin instal ation.
The instal ation steps are as fol ows:
1. To advance through the instal ation wizard, click "Instal ". Depending upon your system type i.e. 64-bit
or 32-bit, the instal er wil download the relevant package and let you proceed with the instal ation.


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2. Once the relevant package is downloaded, click "Next" to advance.



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3. Review the Download Software License Agreement, and if you wish to accept the terms then click on
the radio button to select "I accept the terms in the license agreement" then click "Next".

Click


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4. By default, the dSHIFT Client is instal ed under the Program Files folder but if you wish to change the
location then click Change and select the desired location where you wish to instal , and then click
"Next".
Click


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5. Click "Instal " to begin the instal ation or click "Back" if you want to review or change any of the
instal ation settings. Once the instal ation is complete, click "Finish" to close the instal ation wizard.



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2. Installing the dSHIFT Service
Source
Once the dSHIFT client is successfully instal ed, you can begin with instal ation of the dSHIFT Windows service
Platform
on both the source and destination SharePoint Servers, please ensure the fol owing pre-requisites are in place:
1. An account with appropriate access rights as local admin, database admin and SharePoint admin.
2. Dot Net Framework version 3.5 SP1 or higher instal ed.
3. Access to the SharePoint server, be it WSSv3, SharePoint 2007 or SharePoint 2010.

Once the pre-requisites are in place, open the instal ation package on the source SharePoint server, unzip the
file and run the "dSHIFT Service Setup" to begin instal ation.
The instal ation steps are as fol ows:

1. To advance through the dSHIFT service instal ation wizard, click "Next".



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2. Type in the username and password of an account that has 3 levels of access rights (Local Admin,
Database Admin and SharePoint Admin). A good example of such an account is the one being used by
the SharePoint Time Service or SharePoint Instal er account.


2

3. By default, the dSHIFT service is instal ed under the Program Files folder but if you wish to change the
location then click change and select the desired location where you wish to instal then click "Next"
to begin the instal ation. If you want to review or change any of your instal ation settings, click "Back".


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4. Once the dSHIFT service instal ation is complete, click "Finish" to close the instal ation wizard.



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5. In order to ensure that the dSHIFT service has instal ed successfully and is running, please click on the
"Start" menu, click "Run" and then type "service.msc" to open the Services dialog. Scrol down to the
dSHIFT Service to confirm that it has started.


5


Once the Migrator client is instal ed on your workstation and the Migrator service is running successful y on the source
server, you can then proceed with the activation steps.



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Activation Steps
The dSHIFT Migrator must be activated before it can be used for SharePoint migrations.

1. In order to activate the dSHIFT Migrator, please copy/paste or type in the license key that has been
issued to you in the activation dialog. If you've downloaded the software from dshift.com, then your
trial license key wil be sent to the email address specified in the download form.
2. If you've not received the license key yet, then click "Don't have license key? Click here to request trial
license" in the activation dialog.
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3. Fill in the form with name, email, phone and company details, and then click "OK". You wil receive a
license key at the specified email address. Please use this key to activate the dSHIFT Migrator.
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