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This article provides an overview of what you need to do to prepare for the migration of R: drive content to SharePoint or Teams.

• Review IST Knowledge Base (KB) article on how to choose between Teams or SharePoint

  Complete the migration checklist including:

• Identify any access database files within your R: drive folders.

Identify automated processes that are linked to R: drive folders (e.g., scripts)

Review the Checklist for migrating data from shared drives to SharePoint or MS Teams

• Enter the migration details in the green columns What is the name of the green column? of the migration report. Note: the migration report is an excel spreadsheet that was shared separately with contacts How does a person gets a copy if they don’t have one and need one?Understand that you can request from your IST Migration Facilitator

  • If you have any questions about the report or how to access it, contact your IST Migration Facilitator

• Please be aware that some files may need to be renamed and/or reorganized as there is a maximum file name path length in Teams and SharePoint and some characters are unsupported (Understand?.. how about “review your R:drive files to determine whether there are any files to be renamed and/or reorganized based on the file name and path length restrictions)

  • Your IST Migration Facilitator will be able to identify these for you using the SharePoint Migration Tool the link to the Facilitator is broken/not accessible to me. Also, does the Faciltator or the audience of this article need to do the above point?

• Review and cleanup R: drive date data ensuring:

  • The department complies with Policy 46 – Information Management

  • Information is classified by its use (e.g., HR, IT support, student services, etc.)

  • Retention and/or deletion of data complies with the University records retention schedules

    • Contact Chris Halonen, University Records Manager, if you have any questions regarding data retention

• For confidential information and data on the R: drive:

  • Work with your IST Migration Facilitator to identify the folder owners

  • Work with leadership in your department to identify who should have access to the content and where the content should be moved to

  • For any highly confidential data, determine if a non-disclosure agreement (NDA) will be required for the IST Migration Facilitator as they will have temporary access to the data during the migration is there a link for the NDA?

• Contact your IST Migration Facilitator to schedule a meeting to review the migration process, develop a plan, and answer any questions

  • If your IST Migration Facilitator does not hear from you, a meeting will be scheduled for you

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