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Managed Migrations: Preparing for Switchover

This article provides guidance for end users of an organisation completing a managed migration ahead of switchover.

ü Complete your @nhs.net account set up.

ü Know when content is moving.

ü Ensure no structural changes to your files & folders.

ü Know what items you need to migrate yourself.

If users require a name change, please contact your LOA/ trust helpdesk post-migration.

1.1 Complete your @nhs.net user account setup by:

Once you have received the credentials for your new nhs.net account, please set up your @nhs.net user account by completing all the steps below (the order of steps 2 & 3 may vary depending on the Trust):

  1. Sign in to the NHSmail Portal using your nhs.net email address.
  2. Complete the Multi-Factor Authentication (MFA) setup.
  3. Read and accept the Acceptable Use Policy (AUP) if you haven’t already done so. When users update their profile in AUP stage they can tick ‘hide mobile number from address book’ if they do not want to share it.
  4. Set up user account secret. 

MFA & AUP will be monitored. Migration cannot go live until there is a significant number of users who complete their nhs.net user account set up. 

Otherwise, the helpdesk will be consumed with tickets and users who have not completed their set up won’t be able to access their emails.

1.2 Know when your content is moving!

Ensure you have read the migration approach content and are clear on what is migrating when. Look out for communications from your organisation.

1.3 Ensure no structural changes to your files/folders

Please do not change folder structures during the migration, as any changes risk not being reflected on Switchover.

This applies to:

  • Mail
  • OneDrive
  • SharePoint
  • Teams

1.4 Know what items you may need to migrate yourself

The Self-Migration and Scope sections provides details on items that must be self-migrated.

Please note the due dates for self-migration items may differ:

  • Before Switchover
  • After the Switchover (including mail day one after switchover).

Mail:

Day 1 after switchover:

Update your email signature
Allow access to your calendar
Customise your calendar
Assign a colour category to a calendar appointment, meeting, or event
Customise your work week in Calendar
Create, change, or customise a view in Outlook
Use categories in Outlook
Inbox Rules to manage email
Setup mailbox delegates

When away. Cancel delegation upon return to work.

Create a contact group in OWA
NHSmail- Bring Your Own MX Guide (users migrated from legacy on-premise service)

OneDrive: 

Before switchover:

Restore important deleted files or folders in OneDrive recycle bin

After switchover:

Reshare OneDrive files and folders
Reshare OneDrive files links

SharePoint:

Before switchover:

Restore important deleted items from the site collection recycle bin

After switchover:

Reshare files links
View your library settings:

1.Select the settings cog (top right of the SharePoint site).

2.Select ‘Library settings’.

Reapply retention labels to files in SharePoint or OneDrive
Update site logo

Other:

SharePoint Best Practice Guidance: Permissions Management
SharePoint Best Practice Guidance: Document Library
Secure file sharing using Office 365

Teams:

Before switchover:

Take a copy of key 1:1 private chats 

Private 1:1 and group chats are not migrated. Only chats within migrated Teams channels will be migrated.

Before/after switchover:

Recreate Teams Planner boards

Users need to take note of their Teams planners in the old tenant before recreating after switchover

After switchover:

General Teams Settings
Change your profile picture in Microsoft Teams
Set your status message
Pin a chat
Pin or unpin a channel
Pinning & removing apps
Pin or unpin a channel post
Mute chats
Mute channels
Send a file, picture, or link
Hide a team or channel
Recreate a shared channel
Re-add a guest user to a Team
Guidance for Team Owners

Request for Leaver and Joiner:

Before & after switchover:

Request for Leaver and Joiner

PowerBI:

Before & after switchover:

Migrating your Power BI

Power Apps & Flows:

Before & after switchover:

Migrating your Power Apps & Flows

Forms:

Before & after switchover:

Migrating your Forms

Shifts Data:

Before & after switchover:

Migrating your Shifts Data

Wiki:

Before & after switchover:

Export a wiki to a OneNote notebook in Microsoft Teams

 

Last Reviewed Date 30/08/2024
Updated on 30/08/2024

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