Quick look at LepideMigrator for SharePoint

Product analysis by Thuan Ng in ThuanSoldier.NET requested by Lepide Software, but these thoughts are my own.


I have seen in my SharePoint life many organizations needing to migrate a big file server to Microsoft SharePoint platform to take full advantages of what it provides, but running into serious difficulties on how to structure, classify and migrate over.

Lepide Software understands several key challenges when you do the migration over. For instance, the requirement of folder replacement in SharePoint exists. The folder structure in file server becomes hard to be migrated to SharePoint with a classified metadata.  LepideMigrator for Document is developed to rub out almost complexity you may run into when you start doing migration.

Easy-to-use interface

To me, a successful product needs an easy-to-user interface which doesn’t steal end user’s golden time hardly finding where to navigate. LepideMigrator offers you a good user experience from the first time you use the product. There are several panels which seemingly have already known what you actually need. A Destination panel is where SharePoint structure comes in while source is where your documents are going to be migrated to SharePoint. The main panel in the middle shows you all documents along with metadata in a given document library.


If you want to check permission of any document, SharePoint Objects panel is where you can get started. Not only permission, from the panel you can check view, workflow, Web part or so on. The top of the product provides several features which are grouped into different categories helping you use it easily. If you want to work with your file server, simple click File System then File System to SharePoint Migration.

In a nutshell, LepideMigration makes the use of the migration tool pretty much easier. You shouldn’t have to read the user guide or be hard on using. This is one of the great selling points which is competitive to any migration product in the field.

Migration to SharePoint

As said earlier, one of the main features in LepideMigrator is file system migration. Let’s have a look at quickly how the product makes file server migration easier. Firstly, I need to connect to a drive where my folders containing a lot of documents are stored. From Source panel, right click on Remote Computer(s) and select Add New Drive. Enter the computer name and drive you want to connect to. Validation Connection button helps you validate the connection to ensure the drive is accessible to you.


Once you have successfully connected to your file system, you are to start migrating documents to SharePoint. In SharePoint, I already prepared a document library which has several custom columns for different kind of information such as Customer Name, Industry or so on. When migrating folder to SharePoint, one of the most common requirements is the replacement of folder structure thanks to SharePoint metadata. You can store folder in SharePoint but this way would give you a burden in managing a whole content repository. With LepideMigrator, you have chances to update metadata during the migration.

You can also manually set value for each metadata if required. The metadata can be set as a custom value, or a mapping to column which is associated to a given document.


In real-world scenario, when you have a large number of folders you want to move to SharePoint, you need to do the classification based on folder name and map to SharePoint metadata. With LepideMigrator, the step to do this couldn’t be easier. However, this mapping feature is still missing more complex cases in which the name of folder require to be truncated to different kind of information.

Once you fully prepare the set of metadata for your document, you can start defining Copy option. LepideMigrator provides you the ability to filter based on name, extension, access date, creation date, modification, size or owner.

When you do migration, permission is always a big consideration. Your document without proper migration of permission will contribute hugely to effort of permission migration after that. Ideally during the migration, permission is carried out. LepideMigrator knows you well by allowing you to map user and group from your file system to SharePoint. You can also import a CSV to do the mass migration of permission.

LepideMigrator doesn’t prevent you from scheduling the migration because it understands that during the working hour anything contributing to slow performance in your SharePoint farm should not be taken. After all, you have things you highly expect to see.



This article only writes about one of the outstanding features in LepideMigrator – file system migration to SharePoint. The tool doesn’t stop you doing more. When you need to migrate Exchange mailboxes, Outlook folders to SharePoint, LepideMigrator is your companion. File system to Office 365 is also similar to SharePoint on-premises. If you are looking for a product to help you easily and quickly migrate file system to SharePoint, LepideMigrator is the one I highly recommend.

To know more about LepideMigrator, go to the product website www.lepide.com/lepidemigratordocuments/


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