Access the Content You Plan to Migrate
1. What content still has business value? Just as you would not move all of your old belongings to a new home, you should not move all of your content to Box. There will be tons of legacy content, old versions and just plain junk that should be cleared out before you move it.
2. Look out for the special file formats noted in the table below. Certain content cannot be automatically synced or moved to Box. You should remove it before attempting any content migration to Box.
3. Determine when content and files were last modified by running a search of your content by the last modified date. Any files that haven’t been touched for over 18 months probably don’t have active business value. Instead of migrating it to Box, leave the content on a read-only drive in the event that you need to access it.
4. How do people find things now? Most file shares are not easily searchable and don’t handle things like check in and out, versioning or content preview. For that reason, you may not want to recreate existing folder structures in Box. Make sure you understand which facets of content are important, such as the full text of documents, file names and folder names. These factors will help Box return relevant search results.
5. Once you migrate content to Box, consider what you need to have offline. With the rise of solid-state storage and the growing popularity of using multiple devices, you cannot keep every file on hand at all times, on all devices. As a best practice, only sync your current and active projects for offline access rather than keeping a local cache of all of your content. You should also consider what folders you will need to access while you are offline for an extended period of time.
Figure 1: Use Box Sync to store personal files offline.
Previous: Sample Migration Plan