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Mount Pleasant IT support

File server to SharePoint migration for coastal offices

Shares move into SharePoint and Teams with folder permissions mapped in a planned cutover.

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Modern file hosting

Migration from networked drives to Microsoft 365

Migrate file shares to SharePoint Online by moving the Z drive to cloud storage. Each folder has a home in OneDrive, a SharePoint site or a Teams channel.

  1. 1

    Inventory and clean up

    Identify redundant or out of date content. Confirm which files remain relevant before the move starts.

  2. 2

    Map the permissions

    Align Windows share permissions with Microsoft 365 users. Synchronizing Active Directory to Microsoft Entra ID maintains access levels.

  3. 3

    Copy, then switch over

    Run background incremental copies while users work. Disable the old share during a single cutover event.

Target locations for migrated data

Content goes where it is used. Files belonging to one person go in OneDrive. Team work moves to shared libraries reachable from Microsoft Teams, SharePoint or Outlook.

Select content type

Microsoft's diagram of a file share: a user's folder goes to that user's OneDrive, and the Sales and Legal folders each go to their own SharePoint site
Microsoft's diagram, from its file share migration guide.

Software for moving files

SharePoint Migration Tool is installed on one computer. Migration Manager sits in the SharePoint admin center and spreads tasks across agents on one or more computers.

SharePoint Migration ToolMigration Manager
Installation locationLocal installation on one computerAgents installed on one or more computers or virtual machines
Starting pointDesktop tool interfaceSharePoint admin center under Migration center for file shares
Pre-migration assessmentOnly perform scanning setting with assessment reportsAutomatic scan showing source paths as Ready, Warnings or Errors
Required credentialsSharePoint Administrator, Global Administrator or site administratorSharePoint destination administrator and Windows account with read access
Microsoft's picture of Migration Manager in three steps: set up migration agents, create tasks, monitor and report
Migration Manager setup showing agents, tasks, and reports. Source.

Both read the share with a Windows account that has read access and write to the destination as a SharePoint admin. Migration Manager supports files up to 250 GB. Sources, Microsoft Learn, checked November 9, 2026: Migration Manager, SharePoint Migration Tool, SPMT settings.

Assessment before the move

Adding a source starts a scan that reports what is in the share before anything moves.

Microsoft's Migration Manager file share migration page on the Scans tab, showing the volume and the count of files and folders, source paths by migration readiness as Ready, Warnings and Errors, by file and folder count, by data size, and files and folders by last modified date
Migration Manager scan page showing volume, file counts, and readiness states. Source.

Invalid characters

Characters like * : < > ? / \ and | are flagged for replacement or skipped during the move.

Long paths

Decoded paths over 400 characters must be reorganized or shortened before the move begins.

Unreadable folders

Accounts must have read access to every share to avoid warnings in the scan report.

Folder permissions mapping

Matching users in Microsoft 365 maintain their access levels. SharePoint roles replace Windows permissions during the process.

Windows share permissionSharePoint item accessSharePoint role
Full controlFull controlFull control
ModifyModifyContribute
Read and executeRead and executeRead
List folder contentsList folder contentsRead
ReadReadRead
WriteWriteContribute

Mapping of share permissions to SharePoint roles Source, checked November 9, 2026.

Matching users

Users must exist in Microsoft 365 via Microsoft Entra ID. Without a match, files take the default permissions of the destination.

Deny rules

Deny permissions are not carried over. Content under an explicit deny may become accessible, so review those folders first.

After the copy

Advanced NTFS permissions are removed. Most restrictive levels from share and NTFS settings determine the final result.

Steps for a managed cutover

Microsoft suggests five phases for the move. Planning and communication happen early to prepare users for the change.

Select migration phase

Microsoft's five phases of a file share migration: migration planning, assess and remediate, prepare your OneDrive and SharePoint environment, migrate, and user onboarding
Microsoft five-phase migration strip. Source.

Sources, Microsoft Learn: file share migration guide (pilot, incremental copies, single cutover, onboarding) and how Migration Manager works. Checked November 9, 2026.

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Accessing synced libraries in File Explorer

People used to open the Z drive. After the move they open the library in File Explorer through the OneDrive sync app.

  1. 1

    Synced library

    Files appear in File Explorer as online-only content. OneDrive synchronization displays SharePoint libraries alongside local folders.

  2. 2

    Policy-driven sync

    Windows 10 version 1709 or later uses Files On-Demand to sync within eight hours of sign-in.

  3. 3

    Size advice

    Sync performance is best with libraries under 5,000 files for policy-driven sync and 300,000 files for overall sync.

Microsoft documentation on SharePoint limits and Group Policy. Microsoft Learn, checked November 9, 2026.

Migration paths by office type

Data structures and permission needs vary between specialized businesses. Migration paths align with specific file counts, path depths, and document types.

Select office type

Office type

Pre-migration checklist

Planning focuses on naming rules, hardware specifications, and user access. Requirements include matching identities and pre-provisioning cloud accounts.

Names and path length

Characters like * : < > ? / \ and | are invalid. Decoded paths cannot exceed 400 characters in SharePoint and OneDrive.

Permissions and deny

Review folders with explicit deny rules. Those rules are not saved and content might become accessible after moving.

OneDrive accounts

OneDrive accounts must be pre-provisioned before starting the migration process.

Copy computer

Recommended specs include a quad-core processor and 16 GB RAM. Solid-state disks with 150 GB free provide better performance.

Access credentials

Windows accounts need read access to shares. SharePoint admin accounts are required for the destination. Third-party multifactor is not supported.

User messages

Communicate timing and steps to users early. Provide training and ensure the help desk is ready for cutover.

Frequently asked questions

Start the migration plan

Call (844) 422-7000 or book a walkthrough to begin.

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