Box 到 OneDrive 迁移指南Box to OneDrive Migration Guide

本指南帮助你做好准备以从 Box 迁移到 Microsoft 365 中的 OneDrive。This guide helps you prepare to migrate from Box to OneDrive in Microsoft 365.

如下文所述,大多数迁移都会进入常规阶段。经验证的迁移成功因素包括规划、评估和修正、准备目标环境、迁移和载入用户。Most migrations fall into regular phases. Proven success factors for migration include planning, assessing and remediating, preparing your target environment, migrating and onboarding your users.

迁移过程

迁移计划Migration planning 评估和修正Assess and remediate 准备 OneDrive 环境Prepare your OneDrive environment 迁移Migrate 用户培训User onboarding
哪些内容放到哪些位置What content goes where

了解权限与共享Understanding permissions vs Sharing

执行前后的预期结果What to expect before and after

迁移和网络性能注意事项Migration and network performance considerations

更改管理和通信Change management and communications
分析 Box 管理员报告Analyze Box admin reports

评估关键区域Assess key areas

修正问题Remediate issues
预配 Microsoft 365 和用户Pre-provision Microsoft 365 and users 查看迁移产品Review migration offerings

Microsoft FastTrack 服务Microsoft FastTrack services

迁移服务提供商Migration service providers
向用户发送常规电子邮件Send regular emails to users

提供培训Provide training

让用户知道他们是如何受到影响的Let users know how they are impacted

提供制造交换机的文档Provide documentation for making the switch

迁移计划Migration planning

在开始迁移之前,规划结果非常重要。若要进行规划,请对当前源环境进行评估。所发现的内容会影响总体战略和时间安排,包括:Before beginning your migration, it's important to plan your outcome. To do this, perform an assessment of your current source environment. What you discover influences your overall strategy and timing, including:

  • 目标环境的设计以及源系统和目标系统之间的映射。The design of the target environment and the mapping between source and target systems.
  • 迁移的内容量。确定内容是否冗余、失效还是仍然相关。The amount of content you migrate. Determine if content is redundant, out of date, or still relevant.
  • 将用户载入纳入前期规划。就迁移与造成的影响事宜尽早且经常与用户进行沟通。不要等到最后才开始为改变做准备。Build your user onboarding into your upfront planning. Communicate early and often with your users about the migration and how it will impact them. Don't wait until the very end to start preparing them for the change.

哪些内容放到哪些位置What content goes where

考虑现在如何使用 Box 帐户中的内容,并计划如何转换到 Microsoft 365,以获得更具协作性的体验。Consider how you use the content in your Box accounts today and plan how to transition to Microsoft 365 for a more collaborative experience.

该文件是否只属于我,即使我可能与他人分享?如果是这样,请将其保存在 OneDrive 个人库中。默认情况下,个人库是专用的,但可以与他人共享文件,如果还没有团队合作,这将十分有用。Does the file belong to me alone, even though I might share it with others? If so, save it in your OneDrive personal library. Your personal library is private by default, but you can share files with others, which is particularly useful if you aren't working as a team yet.

如果使用的文件专供团队使用和协作,请使用 OneDrive 将其保存到 共享库,默认情况下,团队成员可以访问此库。If you're working on a file intended for team consumption and collaboration, use OneDrive to save it to a shared library where team members have access by default. 通过 OneDrive,你可以访问 Microsoft Teams、SharePoint 或 Outlook 中的所有你的共享库。OneDrive gives you access to all your shared libraries in Microsoft Teams, SharePoint or Outlook. 如果需要使用新的共享库来获取团队文件,则可以通过 OneDrive 进行创建,添加成员并开始使用。When you need a new shared library for team files, you can create one right from OneDrive, add members, and start working together.

共享

了解权限与共享Understanding permissions vs sharing

共享文件的方式决定了文件在 OneDrive 的 与我共享 视图中的显示方式。How you share your files dictates how they appear in the Shared with Me view in OneDrive. 与我共享 包括:Shared with Me includes:

  • 某人通过 OneDrive 与你共享的文件和文件夹(此人选择了“共享”,并输入了你的姓名或电子邮件地址)。Files and folders that someone shared with you via OneDrive (they selected Share, and entered your name or email address).
  • 已从共享位置打开的文件和文件夹。Files and folders that you have opened from a shared location.

下表将当前的 Box 共享体验映射到 OneDrive。The following table maps your current Box sharing experience with OneDrive.

BoxBox OneDriveOneDrive
只有一个所有者但有多个参与者的文件夹或文件Folders or file with only one owner, but more than one contributor 作为所有者,应将内容迁移到用户的 OneDrive 个人库。As the owner, content should be migrated to the user's OneDrive personal library.

对于任何有权访问用户文件夹的用户,该文件夹都将在其“与我共享的内容”列表中自动显示。For any user who has access to a user's folder, that folder automatically appears in their Shared with Me list.
只有一个所有者,但与 Box 组共享Only one owner, but shared with a Box group 作为所有者,内容将迁移到用户的 OneDrive 个人库。As the owner, content is migrated to the user's OneDrive personal library.

Box 组应该转换为安全组。The Box group should be converted to a security group.

然后应将电子邮件发送到新安全组,每个用户可在其中接受邀请链接。Email should then be sent to the new security group, where each user can accept the invitation link. 内容随后将显示在这些用户的 与我共享的内容 列表中。Content then appears in those users' Shared with Me lists.
具有多个所有者(Box 中的共同管理员)的文件夹或文件Folders or file with multiple owners (co-admin in Box) 内容应迁移到适当的共享库。Content should be migrated to the appropriate shared library.

对于任何有权访问共享库并遵循关联的 SharePoint 团队网站的用户,SharePoint 团队网站都将显示在 Web 上 OneDrive 的左侧导航中。For any user who has access to the shared library and follows the associated SharePoint team site, the SharePoint team site appears on the left side navigation of OneDrive on the web.
带有组织外部参与者的 Box 文件夹Box folders with contributors who are external to your organization 有关规范性指导,请参阅本文档中特定的“外部权限最佳做法”部分。For prescriptive guidance, see the specific External Permission Best Practice section in this document.

注意: 不会迁移与其他公司的 Box 实例中的用户共享的内容。Note: Content that's shared with a user from another company's Box instance won't be migrated. 如果用户仍想保留该内容,则其 Box 帐户需要保持活动状态。If the user still wants to retain that content, their Box account needs to remain active.
与 Box 共享 最终用户体验Shared with Box end user experience 只有已与用户显式共享的内容才会显示在 OneDrive 的“与我共享的内容”视图中。Only content that's been explicitly shared with a user appears in their Shared with Me view in OneDrive.

对于已存储在共享库中的内容,团队网站将显示在 OneDrive 视图的左侧,以便拥有团队网站访问权限的用户查看。For content that's stored in shared libraries, the team site appears on the left side of the OneDrive view for users who have access to the team site.

评估和修正内容Assess and remediate your content

在开始迁移之前,请务必对当前环境执行分析。Before you start your migration, it's important to perform an analysis of your current environment. 只有你了解你的数据及其使用方式和使用者。Only you know your data and how and who uses it. 考虑如何在生产中使用 Box 功能,以及使用哪些 Box 功能。Think about how and what Box features you use in production.

以下所有建议评估都可以使用 Box 的“文件夹和文件”管理员报告执行。若要执行这些评估,请运行此报告,并使用它的结果。开始迁移前,请先修正源上的内容,以节省以后的时间和精力。All of the following recommended assessments can be performed using Box's Folders and Files admin report. Run this report and use its results to perform these assessments. Remediate your content on the source before beginning your migration to save time and effort later.

评估Assess 修正Remediate
文件扩展名File extensions 查找文件夹和文件报告中的所有文件,其路径以此处定义的扩展名之一结尾:无法添加到列表或库的文件类型Find all files in the Folders and Files report whose Path ends in one of the extensions defined here: Types of files that cannot be added to a list or library 如果被阻止的文件类型是脚本文件,则它们被阻止的原因是 OneDrive 中默认关闭脚本功能。If the blocked file types are scripting files, they're blocked because scripting capabilities are turned off by default in OneDrive.

如果想要允许这些文件类型,请按照此处所述打开脚本功能:允许或阻止自定义脚本If you want to allow these file types, turn on scripting capabilities as described here: Allow or prevent custom script.

确保你了解默认阻止这些文件的原因,如下所述:允许自定义脚本的安全性注意事项Make sure you understand why these files are blocked by default as described here: Security considerations of allowing custom script
文件和文件夹名称字符File and folder name characters 查找“文件夹和文件”报告中名称包含此处详述的任何字符的所有项目:OneDrive 和 SharePoint 中的无效文件名和文件类型Find all items in the Folders and Files report whose name contains any of the characters detailed here: Invalid file names and file types in OneDrive and SharePoint 与迁移供应商合作,在所有文件和文件夹名称中替换这些字符。Work with your migration vendor to substitute these characters in all file and folder names.

注意: 支持 # 和 % 字符,但默认情况下不启用。可按照以下步骤启用它们:SharePoint 和 OneDrive 中对 # 和 % 的新支持Note: The # and % characters are supported but not enabled by default. Follow these steps to enable them: New support for # and % in SharePoint and OneDrive
文件和文件夹路径长度File and folder path length 查找“文件夹和文件”报告中路径超过此处所述文件路径长度的所有项目:SharePoint 限制Find all items in the Folders and Files report whose path exceeds the file path length described here: SharePoint limits 请与你的迁移供应商一起重新组织文件和文件夹结构,以使其不超过此限制。Work with your migration vendor to reorganize your file and folder structure such that it doesn't exceed this limit. 在这种情况下,将处理几个方案的大型驱动器拆分为多个更小且更专注的驱动器可能有所帮助。Splitting large drives that serve several scenarios into multiple smaller, more focused drives might help here.
大型驱动器和复杂共享Large drives and complex sharing 扫描具有大量内容或许多不同的唯一共享权限的所有驱动器 - 这通常表示驱动器应该拆分为更小、更集中的站点。Scan for any drives that have a very large amount of content, or many different unique sharing permissions – this is usually a sign that the drive should be broken down into smaller, more focused sites.

特别是,任何与不同用户共享的包含超过 50,000 份文档的驱动器都必须进行拆分。使用 Box 的“文件夹和文件”报告和“共享链接”报告来识别此类驱动器。Specifically, any drive that has more than 50,000 documents shared with different users must be broken up. Use Box's Folders and Files report and Shared Links report to identify such drives.
确定这些驱动器中概念类似(如相同项目区域或所有与相同用户共享的内容)的内容集。Identify sets of content within these drives that are conceptually similar (like same project area or all shared with the same users). 在开始迁移之前,将这些内容集移出和并移入新的驱动器。Move these sets of content out and into new drives before you start the migration.

准备 OneDrive 环境Prepare your OneDrive environment

在迁移 Box 内容之前,必须先在 OneDrive 中预配用户。Before you migrate your Box content, you must pre-provision your users in OneDrive. 有关预配置的指南,请参阅:For guidance on pre-provisioning, see:

迁移Migrate

迁移过程Migration process

以下是遵循 Microsoft 最佳做法指南的典型迁移过程:The following is a typical migration process that follows Microsoft's best practices guidance:

  1. 选择一小组用户进行试点迁移。试点的目标是验证流程(包括性能、用户沟通),以及获取用户反馈的样本。Select a small set of users for a pilot migration. The goal of the pilot is to validate the process, including performance, user communication, and to get a sample of user feedback.

  2. 执行试点迁移。Perform the pilot migration. 这应使用增量迁移方法,使用此方法时,迁移将在后台进行,对用户不会造成影响;然后是直接转换迁移,使用此方法时,用户的Box 账户将禁用,并且用户会被引导至目标 OneDrive 环境。This should use an incremental migration method, in which migration happens in the background with no user impact, followed by a cut-over event in which users' Box accounts are disabled and the users are directed to use the target OneDrive environment. 这种方法可以降低对用户的影响,因此为首选方法。This method is preferred because it reduces user impact.

  3. 理解试点迁移中的数据,以确定迁移计划的其余部分,然后进行更改。Understand the data from the pilot migration to determine the remainder of your migration schedule and make any changes. 例如,你可能需要更新用户通信模板,以解决从试点用户处收到的问题。For example, you might update your user communication template to address a question that you received from a pilot user.

  4. 执行剩余部分迁移。Perform the remainder of the migration. 这也应采用增量迁移方法,就像试点迁移一样。This should also follow an incremental migration method, just like the pilot. Microsoft 建议采用单个直接转换迁移,以便所有用户切换到 OneDrive 并禁用其 Box 帐户。Microsoft recommends a single cut-over event for all users to switch to OneDrive and disable their Box accounts. 这种方法有助于消除用户同时使用 Box 和 OneDrive 进行协作造成的任何混乱。This approach helps to eliminate any confusion that results from users collaborating using both Box and OneDrive at the same time.

    备注

    Box 具有生效的费率限制,这可能会影响到迁移的计划。Box has rate limiting in effect, which might impact the scheduling of your migration. 请与你的迁移提供商一起了解这些限制对你的迁移有何影响。Work with your migration provider to understand how these limits affect your migration.

迁移产品Migration offerings

目前,你可以使用各种迁移服务。包括:Currently, there are a variety of migration offerings available to you. They include:

Microsoft FastTrackMicrosoft FastTrack

FastTrack 是一项 Microsoft 服务,包含在订阅费用中。FastTrack is a Microsoft service that's included in your subscription cost. FastTrack 为你提供了一组最佳实践、工具、资源和专家,致力于为你带来卓越的 Microsoft 云体验。It provides a set of best practices, tools, resources, and experts committed to making your experience with the Microsoft Cloud a great one. OneDrive 加入指南、迁移权益和采用指导均包含在权益产品/服务中。OneDrive onboarding guidance, migration benefits, and adoption guidance are included in the benefit offering.

加入指南包括以下方面的帮助:Onboarding guidance includes help to:

  • 发现可以实现的功能。Discover what's possible.
  • 创建成功的计划。Create a plan for success.
  • 以灵活的速度让新的用户和功能加入进来。Onboard new users and capabilities at a flexible pace.

数据迁移 权益包括从文件共享、Box 或 Google Drive 源环境迁移内容的指南。The Data Migration benefit covers guidance on migrating content from file share, Box, or Google Drive source environments.

本指南介绍了如何支持 OneDrive 和源环境。This guidance covers enablement of both OneDrive and the source environment. FastTrack 还代表客户为具有 500 个或更多许可证的用户执行特定数据迁移活动。FastTrack also performs specific data migration activities on behalf of the customer for those with 500 or more licenses. 有关详细信息,请参阅 FastTrack 中心权益概览For more info, see FastTrack Center Benefit Overview. 有兴趣入门?Interested in getting started? 请访问 FastTrack.Microsoft.Com、查看资源并提交帮助请求。Visit FastTrack.microsoft.com, review resources, and submit a Request for Assistance.

迁移服务提供商Migration service providers

你可能会决定你的组织有特定的业务需求,这些需求要求你使用第三方服务或应用程序来帮助你执行迁移。You might decide that your organization has specific business needs that require you to use third-party services or applications to help you execute your migration. 在 Microsoft 合作伙伴中心探索合作伙伴提供的专业服务和应用程序。Explore the professional services and applications that are available from partners in the Microsoft Partner Center. 在这里,你可以找到专家来帮助你将企业内容迁移到 Microsoft 365。There you can find experts to help you in your enterprise content migration to Microsoft 365. 有关详细信息,请参阅 Microsoft 合作伙伴中心For more info, see Microsoft Partner Center.

用户引导User onboarding

制定计划,使用户准备好应对即将到来的变化。Develop a plan to prepare your users for the upcoming change. 要包括在计划中的考虑因素:Consideration factors to include in your plan:

  • 宣传这一举措Evangelize the move. 强调这一举措的益处、协作功能以及执行这项举措的原因。Underscore the benefits, the collaborative capabilities, and the reasons for making the move.
  • 最终用户培训End-user training. 为用户提供有关 OneDrive 功能的培训。Provide training to your users on the features in OneDrive.
  • 培训支持人员Train your helpdesk. 在直接转换之前,请向支持人员提供关键功能和常见用户问题的培训。Before the cut-over event, train your helpdesk in key features and common user questions.
  • 准备的任何可能的停机时间Prepare for any possible downtime. 计划在迁移过程中可能发生的停机时间。Have a plan for possible downtime that might occur during the migration.

制定向用户发送通信的计划。Develop a plan for sending communications to your user base. 提供有关时间安排、预期和对个人影响的清晰声明。Provide clear statements of timing, expectations, and impact to individuals. 考虑因素:Consideration factors:

  • 迁移日程表及日程表对他们的影响。The migration timeline and how it will impact them. 请使用用户号召性用语。Include any user calls to action.
  • 向用户保证,如果他们的内容已经在 OneDrive 中,则这些内容是安全的并且不会被覆盖。Assure them that if they already have content in OneDrive, their content is safe and won't be overwritten.
  • 让他们知道个人是否可以选择退出迁移过程。Let them know whether individuals can opt out of the migration process.

实现转变!Make the switch!

以下文章将帮助你的用户从 Box 切换到 OneDrive。这些主题展示了你过去是如何在 Box 中执行常见任务的,以及现在是如何在 OneDrive 中执行相同的任务的。The following articles will help your users "make the switch" from Box to OneDrive. The topics show how you used to do common tasks in Box and how you do the same in OneDrive.

高级Advanced

权限和角色Permissions and roles

权限和共享之间有一个重要区别。There's an important distinction between permissions and sharing.

权限 确定用户对内容的访问级别 - 确定用户是否可以查看、编辑或根本没有 访问权限。通常情况下,用户对许多内容(例如,公司门户网站)拥有权限,但与他们明确 共享 的内容很少。两项服务的权限均由分配的角色定义。下表将当前 Box 角色映射到 OneDrive:Permissions determine the level of access a user has to content – whether they can view, edit, or have no access at all. Generally, users have permissions to a lot of content (your company portals, for example), but have had much less content explicitly shared with them. Permissions for both services are defined by assigned roles. The following table maps your current Box roles with OneDrive:

Box 角色Box roles OneDrive 角色OneDrive roles
共有者Co-owner 参与者Contributor
编辑器Editor 参与者Contributor
查看器上传者Viewer Uploader 查看器Viewer
预览器上传者Previewer Uploader None
查看器Viewer 查看器Viewer
预览器Previewer None
上传者Uploader None

外部权限最佳做法External permission best practices

建议在迁移过程中 处理外部共享。We recommend not handling external sharing during the act of migration. 相反,请按以下指南评估现有外部共享内容,然后在迁移之后重新共享:Instead, assess existing external sharing content, and then re-share post migration per the following guidelines:

  • 使用(通过 Box 管理控制台生成的)“协作”报告,审核 Box 内容源上的外部权限。Audit external permissions on the Box content source using the Collaborations report (generated through the Box Admin Console).

  • 确定相应内容是否仍值得在外部共享。Determine whether that content is worthy to remain externally shared.

  • 如果决定继续在外部共享内容,请根据上一指导 “什么内容放到哪里” 来确定此内容适用于 OneDrive 个人库还是共享库。If you decide the content is to remain externally shared, determine whether that content is suited for OneDrive personal libraries or shared libraries based on the "What content goes where" previous guidance.

  • 对于 OneDrive 个人库:迁移后在外部与相应外部用户重新共享文件。For OneDrive personal libraries: re-share files externally with the appropriate external users after the migration.

  • 对于 共享库For Shared libraries:

    • 在可能的情况下,利用在专用 SharePoint 团队网站中特定于外部合作伙伴的分组内容的协作和安全优势。Where possible, leverage the collaboration and security benefits of grouping content that's specific to external partners in a dedicated SharePoint team site. 有关详细信息,请参阅 将 SharePoint 用作企业对企业(B2B)extranet 解决方案For more info, see Use SharePoint as a business-to-business (B2B) extranet solution.

    • 如果无法将内容照此分组,则可以在目标团队库中按文件或文件夹级别进行外部重新共享。If content can't be grouped as such, externally re-share on the file or folder level in the target team library.