檔案共用至 OneDrive 和 SharePoint 移轉指南File share to OneDrive and SharePoint migration guide

本指南可協助您進行從檔案共用移轉至 Microsoft 365 中的 OneDrive 和 SharePoint 的準備。This guide helps you prepare to migrate from file shares to OneDrive and SharePoint in Microsoft 365.

大部分的移轉屬於一般階段,如下所示。已證實的成功移轉因素包含規劃、評估與修復、準備您的目標環境、將您的使用者遷移及上線。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.

注意

SharePoint 移轉工具是 Microsoft 開發的免費移轉工具。The SharePoint Migration Tool is a Microsoft-developed migration tool available at no cost. 若要下載:SharePoint 移轉工具To download: SharePoint Migration Tool .

移轉程序

移轉規劃Migration planning 評估與修復Assess and remediate 準備您的 OneDrive 和 SharePoint 環境Prepare your OneDrive and SharePoint environment 移轉Migrate 使用者上線User onboarding
什麼內容應放在哪裡What content goes where

了解權限與共用Understanding permissions vs sharing

移轉前後的預期狀況What to expect before and after

移轉及網路效能考量Migration and network performance considerations

變更管理和通訊Change management and communications
評估關鍵區域Assess key areas

修復問題Remediate issues
預先佈建 Microsoft 365 和使用者Pre-provision Microsoft 365 and users 檢閱移轉可用方案Review migration offerings

Microsoft FastTrack 服務Microsoft FastTrack services

移轉服務提供者Migration service providers
定期傳送電子郵件給使用者Send regular emails to users

提供訓練Provide training

讓使用者知道這會如何影響他們Let users know how they are impacted

檔案共用File shares

檔案共用包括在網路伺服器或網路磁碟機上的集中式檔案託管,或本機電腦上的共用檔案或磁碟。File shares include centralized file hosting on a network server or a network drive or shared files or disks on a local computer. 在有網路連線的電腦上通常稱為「Z 磁碟機」,它是網路上的共用磁碟機。Often referred to as a "Z drive" on networked computers, it's a shared drive somewhere on the network.

移轉規劃Migration planning

在您開始移轉之前,請務必透過評估您目前的來源環境來規劃您的結果。評估結果將會影響您整體的策略和時間,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:

  • 目標環境的設計,以及來源和目標系統之間的對應。The design of the target environment and the mapping between source and target systems.
  • 移轉的內容量。判斷是否內容是否重複、過期或仍然相關。The amount of content you migrate. Determine if content is redundant, out of date, or still relevant.
  • 將使用者上線納入前期規劃之中。盡早並經常與使用者溝通移轉規劃,使其了解移轉規劃對使用者造成的影響。切勿等到最後才開始與其溝通有關變化。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.

移轉的內容?What's migrated

在準備您的檔案共用移轉時,請務必了解在使用 [SharePoint 移轉工具] 時會移轉及不移轉的內容。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.

已移轉Migrated 未移轉Not migrated
文件Documents 內容中的內嵌 URL 轉換Conversion of embedded URLs in content
檔案與資料夾結構File and folder structure Windows 隱藏檔案和資料夾的屬性Windows hidden attributes on file and folder
使用者層級檔案和資料夾權限User level file and folder permissions 明確拒絕權限Explicit deny permissions
小於 15 GB 的檔案Files under 15 GB 無法存取或損毀的文件Inaccessible or corrupted documents
網站、文件與資料夾的中繼資料Site, document, and folder metadata 檔案或資料夾超過目前 SharePoint 的規定和限制Files or folders exceeding current SharePoint restrictions and limitations

什麼內容應放在哪裡What content goes where

在您的規劃中,包含移轉到 Microsoft 365 的方式,將提供您的使用者更強的共同作業能力體驗。In your planning, include how this transition to Microsoft 365 will make for a more collaborative experience for your users.

檢閱如何使用目前儲存在您檔案共用中的內容。Review how you use the content stored in your file shares today. 即使使用者可能與其他人共用檔案,該檔案是否屬於單一使用者?Does the file belong to a single user, even though they might share it with others? 若是如此,請將它儲存在您的 OneDrive 中。If so, save it in your OneDrive. 您的 OneDrive 預設為私人,但您可與其他人共用檔案;如果您尚未以小組方式運作,這特別有用。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.

如果您正在處理供小組使用或共同作業的檔案或資料夾,請將其移至 共用文件庫,小組成員依預設可以存取該位置。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. OneDrive 可讓您存取您在 Microsoft Teams、SharePoint,或 Outlook 中的所有共用文件庫。OneDrive gives you access to all your shared libraries in Microsoft Teams, SharePoint, or Outlook. 當您需要小組檔案的新共用文件庫時,可以直接從 OneDrive 建立、新增成員,並開始共同作業。When you need a new shared library for team files, you can create one right from OneDrive, add members, and start working together.

共用

權限與共用Permissions vs sharing

您共用檔案的方式會影響在 OneDrive 與我共用 檢視中的檔案顯示方式。How you have shared your files dictates how they appear in the Shared with me view in OneDrive.

您已從共用位置開啟的檔案及資料夾:Files and folders that you have opened from a shared location:

  • 在移轉之後,最終權限等級取決於限制最嚴格的共用或 NTFS 權限等級的對應。After migration, the final permission level is determined by a mapping of the most restrictive share or NTFS permission level.
  • OneDrive 中的使用者的 [與我共用] 資料夾不會更新與該使用者所屬群組共用的來源檔案。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.
  • 在移轉之後,將會移除所有進階 NTFS 權限。After migration, all advanced NTFS permissions are removed. 針對明確拒絕權限,這表示內容受限於平行權限或資料夾和父層級的權限,而且可能會變成可存取。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 檔案共用權限Windows file share permissions SharePoint 項目存取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 參與Contribute
讀取和執行Read and execute 讀取和執行Read and execute 讀取Read
列出資料夾內容List folder contents 列出資料夾內容List folder contents 讀取Read
讀取Read 讀取Read 讀取Read
寫入Write 寫入Write 參與Contribute

評估與修復您的內容Assess and remediate your content

在您開始進行移轉之前,請務必執行對您目前環境的分析。Before your migration starts, it's important to perform an analysis of your current environment. 只有您了解您的資料,以及如何與哪些人會使用它。Only you know your data and how and who uses it.

SharePoint 移轉工具 (SPMT) 提供掃描檔案的功能並提供評估報告。The SharePoint Migration Tool (SPMT) provides the ability to scan your files and provide assessment reports. 若要在移轉之前找出您檔案的任何問題,請開啟 [僅執行掃描] 設定。To find any issues with your file before migration, turn on the setting Only perform scanning.

如果您要評估多個來源,可考慮透過建立 .JSON 或 .CSV 檔案來使用大量程序。If you have multiple sources that you want to assess, consider using the bulk process by creating a .json or .csv file.

以下是準備移轉時較常見的一些問題:Here are some of the more common issues that arise when preparing for migration:

評估Assess 修復Remediate
副檔名File extensions 請在「資料夾與檔案」報表中,找出路徑以此處定義之副檔名作為結束的所有檔案:無法新增至清單或文件庫的檔案類型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 如果封鎖的檔案類型是指令碼檔案,這是因為 OneDrive 的指令碼功能預設為關閉。If the blocked file types are scripting files, they are blocked because scripting capabilities are turned off by default in OneDrive.

如果您想要允許這些檔案類型,請開啟指令碼功能,如此處所述:允許或禁止自訂指令碼If you want to allow these file types, turn on scripting capabilities as described here: Allow or prevent custom script.

請確定您了解為什麼這些檔案預設為封鎖,如此處所述:允許自訂指令碼的安全性考量Make sure you understand why these files are blocked by default as described here: Security considerations of allowing custom script.
檔案與資料夾名稱字元File and folder name characters 在「資料夾與檔案」報告中,找出名稱包含此處所述字元的所有項目:OneDrive 和 SharePoint 中無效的檔案名稱和檔案類型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 請與您的移轉廠商合作,取代所有檔案和資料夾名稱中的這些字元。Work with your migration vendor to substitute these characters in all file and folder names.

注意: 支援 # 和 % 字元,但預設並未啟用。Note: The # and % characters are supported but not enabled by default. 請遵循下列步驟來啟用:SharePoint 和 OneDrive 支援 # 和 % 新功能Follow these steps to enable them: New support for # and % in SharePoint and OneDrive.
檔案與資料夾的路徑長度File and folder path length 資料夾和檔案 報告中找出所有檔案路徑長度超過如下所述的檔案:SharePoint 限制Find all items in the Folders and Files report whose Path exceeds the file path length described here: SharePoint limits 請與您的移轉廠商合作,重新組織您的檔案和資料夾結構,讓其不會超過此限制。將適合數個案例的較大型磁碟機,分割成多個較小型、更專門的磁碟機,可以協助您達成此目標。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.

準備您的 OneDrive 環境Prepare your OneDrive environment

在移轉您的檔案共用內容之前,您必須在 Microsoft 365 中預先佈建使用者。Before you migrate your file share content, you must pre-provision your users in Microsoft 365. 如需預先佈建的指引,請參閱:For guidance on pre-provisioning, see

移轉Migrate

移轉程序Migration process

以下為遵循 Microsoft 最佳做法指引的一般移轉程序。The following is a typical migration process that follows Microsoft's best practices guidance.

  1. 選取一小組使用者作為試驗移轉。試驗的目的是為了驗證程序,包括效能、使用者溝通,並取得部份使用者的意見反應。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. 執行移轉試驗。Perform the pilot migration. 這應該使用累加移轉方法。在此方法中,移轉會在背景執行且不會影響任何使用者。接著會進行完全移轉 (在此階段中,將會停用網路檔案共用和本機檔案共用)。最後,將使用者導向 SharePoint 或 OneDrive 環境。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. 此為建議的方法,因為它可以降低對使用者的影響。This method is preferred as it reduces user impact.
  3. 了解來自試驗移轉的資料,來決定您剩餘的移轉排程並進行任何變更。例如,您可能會更新您的使用者通訊範本,來解決您收到來自試驗使用者的問題。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. 執行移轉的其他部分。Perform the remainder of the migration. 這也應該遵循累加移轉方法,就像移轉試驗一樣。This should also follow an incremental migration method, just like the pilot. Microsoft 建議在單一完全移轉活動中讓所有使用者切換為使用其 OneDrive 帳戶和 SharePoint 網站。Microsoft recommends a single cut-over event for all users to switch to using their OneDrive accounts and SharePoint sites. 這可協助避免使用者更新重複的內容複本。This helps eliminate users from updating duplicate copies of content.

移轉可用方案Migration offerings

目前我們能提供您各種不同的移轉可用方案。Currently, there are a variety of migration offerings available to you. 哪一個比較適合?Which one is right for you?

客戶自助式服務Customer Self service 由 FastTrack 提供FastTrack driven 由合作夥伴提供Partner driven
Microsoft 提供的工具免費No cost for Microsoft provided tool
SharePoint 移轉工具SharePoint Migration Tool
免費;包含在您的 Microsoft 365 訂閱No cost; included in your Microsoft 365 subscription 價格依複雜度而定Price dependent on complexity
程序有彈性,步調由您設定Process flexible, you set the pace 高度結構化的程序與排程Highly structured process and schedule 根據您的需求自訂Customized to your need
不需要設定複雜的基礎結構No need to configure complex infrastructure 必須設定基礎結構,包括外部存取權限、VPN、測試環境、系統管理員環境、建立連絡人架構Must set up infrastructure including external access rights, VPNs, test environment, admin environment, establish framework of contacts 根據您的需求自訂Customized to your need
排程程序和限制所需的時間較少Less time required involved in scheduling process and restrictions 排程作為組織程序一部分所提供的範本和問卷Scheduling templates and questionnaires provided as part of the organization process 根據您的需求自訂Customized to your need
客戶依據其需求來控制步調Customer controls the pace based on their needs 排程是與 FastTrack 小組合作推動的Schedule is driven in partnership with the FastTrack team 根據您的需求自訂Customized to your need
若您尚未具備專業知識,可能必須雇用專業人士Might have to hire in expertise if you don't have it in place already 專業人士由 FastTrack 提供Expertise provided by FastTrack 提供專業人士Expertise provided
客戶控制排程彈性;由客戶定義停止時間和停機時間Customer controls the schedule flexibility; off hours and blackout hours are defined by them 必須保留以設定排程Must hold to a set schedule 根據您的需求自訂Customized to your need

自助式Self service

自助式移轉的好處是您可完全控制您的程序和時間,並且決定移轉的步調。The benefit for self-service migration is that you have full control over your process and timing, and you determine the pace of migration. 我們免費提供 SharePoint 移轉工具 (英文),您可以運用自己的 IT 資源,而不需要投資外部的專業知識。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 是包含在您訂閱費用中的 Microsoft 服務,其能提供一系列的最佳做法、工具、資源及專家協助,讓您使用 Microsoft 雲端的體驗暢通無阻。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. 優惠可用方案包含 OneDrive 上線指引、移轉優勢,以及採用指引。OneDrive onboarding guidance, migration benefits, and adoption guidance are included in the benefit offering.

上線指引包括:協助您探索什麼可行、為成功建立計劃,以及彈性的步調設置新使用者與功能。資料移轉優勢指引涵蓋遷移來自檔案共用、Box 或 Google Drive 來源環境的內容。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.

本指南涵蓋 OneDrive 與來源環境的啟用。FastTrack 也會為具有 500 份或更多授權的客戶,代為執行特定資料移轉活動。如需詳細資訊,請參閱 FastTrack Center 權益概觀。想要開始嗎?請瀏覽 FastTrack.microsoft.com、檢閱資源,並提交協助要求。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.

移轉服務提供者Migration service providers

您可能會認為貴組織有特定的商務需求,需要您使用協力廠商服務或應用程式來協助您執行移轉。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 合作夥伴中心探索合作夥伴提供的專業服務和應用程式。Explore the professional services and applications available from partners in the Microsoft Partner Center. 您可以在這裡找到專家協助您將企業內容移轉到 Microsoft 365。There you can find experts to help you in your enterprise content migration to Microsoft 365. 如需詳細資訊,請參閱 Microsoft 合作夥伴中心For more info, see Microsoft Partner Center.

使用者上線User Onboarding

妥善規劃讓您的使用者為後續變更做好準備。請將這些考量因素納入您的規劃:Develop a plan to prepare your users for the upcoming change. Consideration factors to include in your plan:

  • 宣傳遷移。在優點、共同作業功能,以及移轉原因畫上底線。Evangelize the move. Underscore the benefits, the collaborative capabilities, and the reasons for making the move.
  • 使用者培訓。為您的使用者提供 OneDrive 功能的訓練。End user training. Provide training to your users on the features in OneDrive.
  • 訓練您的技術服務人員。在進行系統轉換事件之前,針對重要功能和常見使用者問題訓練您的技術服務人員。Train your helpdesk. Before the cut-over event, train your helpdesk in key features and common user questions.
  • 為可能發生的停機做好準備Prepare for any possible downtime. 在移轉期間規劃可能的停機時間。Plan for possible downtime during the migration.

計劃如何與您的使用者進行通訊,個別提供清楚明確的時間、期望和可能的影響,包括:Develop a plan for sending communications to your user base, providing clear statements of timing, and expectations and impact to the individual, including:

  • 移轉時間表以及對使用者的影響。The migration timeline and how it will impact them. 包含任何使用者行動呼籲。Include any user calls to action.
  • 對這些使用者保證,如果他們在 OneDrive 中已經有內容,他們的內容很安全且不會遭到覆寫。Assure them that if they already have content in OneDrive, their content is safe and won't be overwritten.
  • 讓使用者知道是否可以個別選擇退出移轉程序。Let them know whether individuals can opt out of the migration process.