Category : Sharegate

Preparing you server for ShareGate

Introduction

Sharegate can be installed on any computer that has access to the SharePoint site(s). It doesn’t need to be installed on the SharePoint server. The latest version of Sharegate is available for download here.

Installation Steps

  1. Download the installer here, if you are signing up for a trial, you will need to fill the form first here.
  2. Click the Download button to launch the installer.
  3. Read and accept the terms in the License Agreement.
  4. Click install.
  5. Wait a few moments for the installation process to complete.
  6. Sharegate will launch once completed.

Minimum System Requirements

  • Windows Vista, Windows 7, Windows 8, Windows 10, Windows Server 2008/2012,
  • Windows Server 2016
  • Windows Server 2012 R2
  • Microsoft .NET Framework version 4.5
  • 1 GB RAM (minimum)
  • 1 GB hard disk space
  • In order to use Sharegate’s PowerShell module, Windows PowerShell 3.0 or higher is needed.
  • In order to use Sharegate’s browser authentication, Internet Explorer 8 or higher is needed.

Recommended System Requirements

  • 64-bit installation of Windows 7, Windows 8, Windows 10, Windows Server 2008/2012,
  • Windows Server 2016
  • Microsoft .NET Framework version 4.5
  • Quad-core processor
  • 16 GB RAM
  • SSD hard drive with at least 100 GB of free space,
  • In order to use Sharegate’s PowerShell module, Windows PowerShell 3.0 or higher is needed.
  • In order to use Sharegate’s browser authentication, Internet Explorer 11 is recommended.

Server Extension Installation

Generally, the Server Extension is not required to perform your migration, but can be required in some cases. You can get more details about the Server Extension, when it is required, and how to install here.

Activate or Deactivate the License

For instruction on how to activate or deactivate your Sharegate license, see here.

Connect to SharePoint and Office 365

If you are connecting to Central or Global Administration, you need the correct administrative rights.

Index

Establishing a Connection

A Guide to your Connection Options

Connect to Central Administration (SharePoint) (requires administrative rights)

Connect to Global Administration (Office 365) (requires administrative rights)

Connect to your Site Collection

Note: Remember to never connect directly to the web application. For helpful advice on Connection Issues and Alternate Access mappings, please see this blog.

Establishing a Connection

  1. Please take the following steps to connect to your SharePoint environment using Explorer.
  2. Click Add Connection. 

A Guide to Your Connection Options

Site Address:

  1. Insert the Central Administration Address, Global Administrator address, or the Site Collection address.
    • To manage all sites:Use your Office 365 Administration Center or SharePoint Central Administration address.
    • To manage a single site:Use your Site Collection address.

Sign in with:

  • Current Windows User:Connect using your current Windows session credentials.
  • Other User:Connect by manually entering a username and password.
  • Browser:Connect through a Browser Authentication 

Username:

Your username for the Central Administration Address, Global Administrator address, or the Site Collection address.

Password:

Your usual password used to access the Central Administration Address, Global Administrator address, or the Site Collection address.

Use a Proxy

Certain enterprises require the use of proxy servers to connect to your network. When this is the case, you will need to set up a proxy connection in Sharegate. I

How-To

  1. Toggle Proxy
  2. Enter the Host(domain name) of your SharePoint site.
  3. Specify your port number (port80 is used for HTTP traffic and is set by default). For a list of network ports used by key Microsoft server products, see here.
  4. Sign in with:
    1. Default User: Connect using your current Windows session credentials.
    2. Same as SharePoint: Connect using the same credentials as SharePoint.
    3. Other User: Connect by manually entering a username and password.
  5. Enter your Usernameif needed.
  6. Enter your Passwordif needed.
  7. Click Connect
  8. You will then be brought back to General to select your other connection options. For information on setting up a connection, see here.

Connect to Central Administration

Using your Central Administration port will allow you to have access to your entire SharePoint on-premises Farm. Use Central Administration to manage all site collections. 

  1. Enter the name of your server followed by your port number.
  2. Enter your password in the Password
  3. Click Connect
  4. Depending on the address you used, you may be prompted to connect to all of your Site Collections. This is normal, it occurs because we frequently copy the address from our address bar, and that address is associated to a specific site in the Central Administration, but not the Central Administration itself.
  5. Click on Manage all Sites(If you used the correct address, you will not see this message)
  6. You will now be connected to your Farm throughCentral Administration

Accessing your port number

To complete this action, you must have administrative rights.

When you first build your SharePoint farm, the Configuration Wizard automatically generates a five digit port number. Some users choose to modify it through the SharePoint Management Shell.

To access this number, using the server running SharePoint:

  1. Click Start
  2. Go to Administrative Tools
  3. Click SharePoint Administration
  4. Connect to Central Administration.
  5. Enter your address in the Site Addressfield

Connect to Global Administration (Office 365)

Using your Global Administrator Name will give you access to your SharePoint Administration Center on Office 365. Use your Global Administrator to manage all site collections.  

  1. Enter your Global Administration address. The format is usually “company-admin.sharepoint.com”.
  2. Enter your password in the Password
  3. Click Connect
  4. You will now be connected to your Global Admin Center.

Access your Global Administration Name

To complete this action, you must have administrative rights.

The Global Administration Name can be accessed through the Azure AD portal or by using PowerShell.

For a complete guide on accessing your Global Administration Name, please click here.

A quick backdoor way to access the Global Administration Name is to sign into your Office 365 and find it in your address bar.

This will tell you:

  • Global Administration name:gsoft (gives you access to entire Office 365 Global Administration)
  • Global Administation root address:sharepoint.com (gives you access to entire Office 365 Global Administration)
  • SharePoint admin center address:gsoft-admin.sharepoint.com  (gives you access to entire Office 365 Tenant and is used to manage Sharepoint Online Administration Center)

Connect to your Site Collection

When you connect to your site collection, you are not accessing your entire Farm or Tenant. This connection method allows you to manage only one site collection. 

  1. Enter your site address in the Site Address 
  2. Enter your password in thePassword 
  3. Click Connect
  4. Since you can only access all Site Collections through connecting to your Central Administration, you will be prompted to Continue, or Change Connection.
  5. Click Continue.
  6. You will now be connected to your Site Collection.

Connect with Browser (Browser Authentication)

Connecting to your environment with Browser is useful in the following situations:

  • You are encountering network issues.
  • The other authentication methods are not working.
  • The site address of the environment is not linked to your windows account (when this scenario occurs with an Office 365 environment, Sharegate will set the Authentication to Browser by default).

Please Note:

If you are connecting to Central or Global Administration, you need the correct administrative rights.

  1. Once you have accessed the connection screen, type your Site Address.
  2. Select Browseras your Authentication
  3. Click Next.
  4. Sharegate will automatically open a browser authentication window.
  5. Type the email address associated to the account.
  6. Click Next.
  7. Type the password associated to the account.
  8. Click Sign in.
  9. You can opt to stay signed in or not by clicking Noor Yes.
  10. You will now automatically be redirected back to Sharegate where you can access the environment.

Use a Proxy

Certain enterprises require the use of proxy servers to connect to your network. When this is the case, you will need to set up a proxy connection in Sharegate. If you would like to know more on proxy servers, see here.

Prerequisite(s)

You have accessed your Connect screen.

How-To

  1. Toggle Proxy
  2. Enter the Host(domain name) of your SharePoint site.
  3. Specify your port number (port80 is used for HTTP traffic and is set by default). For a list of network ports used by key Microsoft server products, see here.
  4. Sign in with:
    1. Default User: Connect using your current Windows session credentials.
    2. Same as SharePoint: Connect using the same credentials as SharePoint.
    3. Other User: Connect by manually entering a username and password.
  5. Enter your Usernameif needed.
  6. Enter your Passwordif needed.
  7. Click Connect
  8. You will then be brought back to General to select your other connection options. For information on setting up a connection, see here.

General

Performance

The performance setting allows you to choose how many requests can be sent simultaneously to your SharePoint server.

Use the radio buttons to select your preferred option.

Before you select a performance setting, consider the following:

  • It’s recommended to test the different levels to determine which one is the most appropriate for your SharePoint environment (for example, choosing High may slow down your SharePoint server)
  • The Performance setting can be changed during a working process (Reports, actions, edit, or find) and the changes will take effect immediately.

Permissions

For full functionality, we recommend Site Collection Administrator rights (even if you are a Farm Administrator).

To allow Shargate to auto-assign Site Collection Administrator, toggle on (toggle off is the default).

This allows Sharegate to automatically grant your user account the required rights when you access a site collection.

Note: This option only works when you are connected directly to your SharePoint farm. This applies to the user account that is used to connect to the farm as Site Collection Administrator. Permissions added in this way will not be removed automatically. For information on how to undo this action once applied, click here.

Diagnostic Mode

Diagnostic Mode allows you to reproduce an error and send a diagnostic report to Support. This gives them the capability to see exactly when, where, and why something is going wrong.

Appendix

Ports & Firewall

Which ports does Sharegate require to be open in our firewall?

Sharegate requires two basic ports:

  • HTTP (80)
  • HTTPS (443)

If you are migrating to a SharePoint Online or Office 365 destination with Insane Mode, whitelist the following URLs:

For Sharegate licensing, updates, and telemetry, whitelist the following URL:

  • *.share-gate.com/

 

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