从文件共享到 OneDrive 和 SharePoint 的迁移指南File share to OneDrive and SharePoint migration guide

本指南帮助你准备好从文件共享迁移到 Microsoft 365 中的 OneDrive 和 SharePoint。This guide helps you prepare to migrate from file shares to OneDrive and SharePoint 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 as follows. Proven success factors for migration include planning, assessing and remediating, preparing your target environment, migrating, and onboarding your users.

备注

SharePoint 迁移工具是 Microsoft 开发的一款免费迁移工具。The SharePoint Migration Tool is a Microsoft-developed migration tool available at no cost. 下载:SharePoint 迁移工具To download: SharePoint Migration Tool .

迁移过程

迁移计划Migration planning 评估和修正Assess and remediate 准备 OneDrive 和 SharePoint 环境Prepare your OneDrive and SharePoint 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
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

文件共享File shares

文件共享包含网络服务器或网络驱动器上托管的集中文件或者本地计算机上的共享文件或磁盘。File shares include centralized file hosting on a network server or a network drive or shared files or disks on a local computer. 它是网络上某个位置的共享磁盘,通常在联网计算机上指“Z 盘”。Often referred to as a "Z drive" on networked computers, it's a shared drive somewhere on the network.

迁移计划Migration planning

在开始迁移之前,通过对当前源环境进行评估来规划结果非常重要。所发现的内容会影响总体战略和时间安排,包括:Before you start your migration, it's important that you plan your outcome by performing an assessment of your current source environment. What you discover will influence 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 Determine if content is redundant, out of date, or still relevant.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.

迁移内容What's migrated

准备文件共享迁移时,必须知道哪些内容需要使用 SharePoint 迁移工具迁移以及哪些不需要。When preparing for your file share migration, it's important to know what's being migrated when you use the SharePoint Migration Tool and what's not.

已迁移Migrated 未迁移Not migrated
文档Documents 内容中嵌入的 URL 的转换后对象Conversion of embedded URLs in content
文件和文件夹结构File and folder structure Windows 隐藏文件和文件夹属性Windows hidden attributes on file and folder
用户级别的文件和文件夹权限User level file and folder permissions 显式拒绝权限Explicit deny permissions
小于 15GB 的文件Files under 15 GB 无法访问或已损坏的文档Inaccessible or corrupted documents
站点、文档和文件夹元数据Site, document, and folder metadata 超出当前 SharePoint 限制和局限的文件或文件夹Files or folders exceeding current SharePoint restrictions and limitations

哪些内容放到哪些位置What content goes where

在规划中添加过渡至 Microsoft 365 如何可以为用户提供协作程度更高的体验。In your planning, include how this transition to Microsoft 365 will make for a more collaborative experience for your users.

立即查看如何使用文件共享中存储的内容。Review how you use the content stored in your file shares today. 文件是否属于单个用户,即便他们可与其他用户共享此文件?Does the file belong to a single user, even though they might share it with others? 如果情况如此,请将文件保存在 OneDrive 中。If so, save it in your OneDrive. 你的 OneDrive 默认为专用,但你可以与其他用户共享文件,这在你尚未以团队形式进行工作时尤其有用。Your OneDrive is private by default, but you can share files with others, which is particularly useful if you aren't working as a team yet.

如果使用的文件或文件夹是专供团队使用和协作,请将其移至“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 or folder intended for team consumption and collaboration, move 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

权限与共享Permissions vs sharing

共享文件的方式将决定它们在 OneDrive 中的 与我共享的内容 视图中的显示方式。How you have shared your files dictates how they appear in the Shared with me view in OneDrive.

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:

  • 迁移后,最终权限级别由最严格共享或 NTFS 权限级别的映射决定。After migration, the final permission level is determined by a mapping of the most restrictive share or NTFS permission level.
  • 用户在 OneDrive 中的“与我共享”文件夹不会因与该用户所属的组共享的源文件而发生更新。A user's Shared with me folder in OneDrive won't be updated for source files shared with a group the user is a part of.
  • 迁移后,所有高级 NTFS 权限将被删除。After migration, all advanced NTFS permissions are removed. 对于显式拒绝权限,这意味着内容受并行权限或文件夹和父级别权限的影响,并且可能可访问。For explicit deny permissions, this means the content is subject to parallel permissions or permission on the folder and parent level and may become accessible.
Windows 文件共享权限Windows file share permissions SharePoint 项目访问SharePoint item access SharePoint 角色SharePoint role
完全控制Full control 完全控制Full control 完全控制Full control
修改Modify 修改Modify 参与Contribute
读取和执行Read and execute 读取和执行Read and execute 读取Read
列出文件夹内容List folder contents 列出文件夹内容List folder contents 读取Read
读取Read 读取Read 读取Read
写入Write 写入Write 参与Contribute

评估和修正内容Assess and remediate your content

开始迁移前,请务必对当前环境执行分析。Before your migration starts, 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对象。Only you know your data and how and who uses it.

SharePoint 迁移工具 (SPMT) 提供有扫描文件并提供评估报告的功能。The SharePoint Migration Tool (SPMT) provides the ability to scan your files and provide assessment reports. 若要在迁移之前查找文件中的问题,请启用设置“仅执行扫描”。To find any issues with your file before migration, turn on the setting Only perform scanning.

如果想要访问多个源,请考虑通过创建 .JSON 或 .CSV 文件来使用批处理。If you have multiple sources that you want to assess, consider using the bulk process by creating a .json or .csv file.

以下是准备迁移时出现的部分常见问题:Here are some of the more common issues that arise when preparing for migration:

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 are 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。Note: The # and % characters are supported but not enabled by default. 可按照以下步骤启用它们:SharePoint 和 OneDrive 中对 # 和 % 的新支持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 与迁移供应商合作,重新组织文件和文件夹结构,使其不超过此限制。将服务于多种场景的大型驱动器拆分为多个更小、更集中的驱动器可能对此有所帮助。Work with your migration vendor to reorganize your file and folder structure such that it does not exceed this limit. Splitting large drives that serve several scenarios into multiple smaller, more focused drives may help here.

准备 OneDrive 环境Prepare your OneDrive environment

在迁移文件共享内容之前,必须在 Microsoft 365 中预配置用户。Before you migrate your file share content, you must pre-provision your users in Microsoft 365. 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,网络文件共享和本地文件共享将禁用,并且会被引导至使用 SharePoint 或 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 network file shares and local file shares are disabled and they are directed to use the SharePoint or 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 as it reduces user impact.
  3. 了解来自试点迁移的数据,以确定剩余的迁移计划并进行任何更改。例如,你可能会更新用户通信模板以解决从试用的用户收到的问题。Understand the data from the pilot migration to determine the remainder of your migration schedule and make any changes. For example, you might update your user communication template to address a question 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 建议使用单个直接转换迁移,以便所有用户切换为使用其 OneDrive 帐户和 SharePoint 站点。Microsoft recommends a single cut-over event for all users to switch to using their OneDrive accounts and SharePoint sites. 这使得用户无需更新多个内容副本。This helps eliminate users from updating duplicate copies of content.

迁移产品Migration offerings

目前,你可以使用各种迁移产品或服务。Currently, there are a variety of migration offerings available to you. 哪种适合您?Which one is right for you?

客户自助Customer Self service FastTrack 驱动FastTrack driven 合作伙伴驱动Partner driven
对于 Microsoft 提供的工具,免费No cost for Microsoft provided tool
SharePoint 迁移工具SharePoint Migration Tool
免费,包含在 Microsoft 365 订阅No cost; included in your Microsoft 365 subscription 价格取决于复杂程度Price dependent on complexity
过程灵活,由你自行决定迁移进度Process flexible, you set the pace 过程和日程安排高度结构化Highly structured process and schedule 可根据你的需求自定义Customized to your need
无需配置复杂的基础结构No need to configure complex infrastructure 必须设置基础结构(包括外部访问权限、VPN)、测试环境、管理环境、建立联系人框架Must set up infrastructure including external access rights, VPNs, test environment, admin environment, establish framework of contacts 可根据你的需求自定义Customized to your need
安排过程所需的时间更多,限制更小Less time required involved in scheduling process and restrictions 安排模板和问卷,它们将作为组织流程的一部分提供Scheduling templates and questionnaires provided as part of the organization process 可根据你的需求自定义Customized to your need
客户可以根据其需求控制迁移进度Customer controls the pace based on their needs 与 FastTrack 团队合作,一起制定日程安排Schedule is driven in partnership with the FastTrack team 可根据你的需求自定义Customized to your need
如果尚未准备就绪,则可能必须使用专业技术Might have to hire in expertise if you don't have it in place already 专业技术由 FastTrack 提供Expertise provided by FastTrack 提供专业技术Expertise provided
客户控制日程安排灵活度;中断时间和停止时间由客户定义Customer controls the schedule flexibility; off hours and blackout hours are defined by them 必须遵守既定日程安排Must hold to a set schedule 可根据你的需求自定义Customized to your need

自助Self service

自助迁移的好处在于你可以完全控制过程好额时间,并且还可以决定迁移进度。The benefit for self-service migration is that you have full control over your process and timing, and you determine the pace of migration. 我们免费提供 SharePoint 迁移工具,你可以利用自己的 IT 资源,而无需在外部专业技术上进行额外投入。We provide the SharePoint Migration Tool free of charge, and you will be able to leverage your own IT resources rather than having to invest in outside expertise.

Microsoft FastTrackMicrosoft FastTrack

FastTrack 是一项包含在订阅费用中的 Microsoft 服务,它为你提供一套最佳做法、工具、资源和专家,致力于打造卓越的 Microsoft 云体验。FastTrack is a Microsoft service included in your subscription cost providing you with a set of best practices, tools, resources, and experts committed to making your experience with the Microsoft cloud a great one. OneDrive 载入指导、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.

载入指导包括:帮助发现什么是可能的,制定成功计划,并以灵活的速度载入新的用户和功能。数据迁移权益涵盖了关于从文件共享、Box 或 Google 云端硬盘源环境迁移内容的指导。Onboarding guidance includes: help to discover what's possible, creating a plan for success, and onboarding new users and capabilities at a flexible pace. The Data Migration benefit covers guidance on migrating content from file share, Box, or Google Drive source environments.

本指南涵盖了 OneDrive 和源环境的启用方法。FastTrack 还将代表客户为拥有 500 或更多个许可证的用户执行特定数据迁移活动。有关更多详细信息,请参阅 FastTrack 中心权益概述。有兴趣了解?请访问 FastTrack.microsoft.com,查看资源并提交帮助请求。This guidance covers enablement of both OneDrive and the source environment. FastTrack will also perform specific data migration activities on behalf of the customer for those with 500 or more licenses. For more details, see FastTrack Center Benefit Overview. Interested in getting started? 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来帮助你执行迁移。You may decide that your organization has specific business needs that require you to use third-party services or apps to help you execute your migration. 在 Microsoft 合作伙伴中心中探索合作伙伴提供的专业服务和应用程序。Explore the professional services and applications 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.

用户载入User Onboarding

制定计划,使用户准备好应对即将到来的变化。计划中应包括的注意事项:Develop a plan to prepare your users for the upcoming change. Consideration factors to include in your plan:

  • 为这一举措进行宣传。强调这一举措的益处、协作功能以及执行这项举措的原因。Evangelize the move. Underscore the benefits, the collaborative capabilities, and the reasons for making the move.
  • 最终用户培训。为用户提供有关 OneDrive 功能的培训。End user training. Provide training to your users on the features in OneDrive.
  • 培训支持人员。在直接转换事件之前,请对支持人员进行关键功能和常见用户问题的培训。Train your helpdesk. 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. 在迁移过程中规划可能的停机时间。Plan for possible downtime during the migration.

制定向用户群发送通信的计划,为个人提供清晰的时间表、预期结果和影响:Develop a plan for sending communications to your user base, providing clear statements of timing, and expectations and impact to the individual, including:

  • 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.