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 you can install on any Windows machine.
If you are migrating to or from an on-premises version of SharePoint, ensure the tool is installed on a machine with access to your network.
Though it will work with a VPN in most environments, we do not recommend migrating through one. As an alternative, setting a virtual machine on your network to run the application from a distance is more efficient.
For more installation information 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.
The only potential benefit of using an Azure VM in the above scenarios is that it can help you get past local network restrictions. For instance, a proxy that blocks third-party applications on your network.
An Azure VM can improve the performance of a Microsoft 365 to Microsoft 365 migration because it keeps your migration in Microsoft's environment. Remember that the tool will still run client-side between your source and destination.
Install the Server Extension
The Server Extension helps lift some migration limitations, allows you to use Insane mode when installed on a destination on-premises server, and can help improve performance when migrating to Microsoft 365.
We highly recommend installing the extension if you work with an on-premises SharePoint server, source, or destination. It is a small package that installs essential services is secure, and does not require resetting 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 will need site collection administrator permissions to migrate structure and content, and you will benefit from higher admin permissions if you are handling a large and complex migration.
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 to 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.]
The Azure ShareGate migration app is required to migrate and manage Microsoft 365 groups and teams in the migration tool.
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 starting 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).
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.