# Document migration
The Epona migration system provides tools for moving documents and their metadata from legacy or external document management systems into SharePoint during provisioning.
# Overview
Epona.Migrate is a standalone Windows application that facilitates large-scale document migrations. It imports documents from various source systems, preserves metadata, and uploads them to configured SharePoint libraries organized by matter or client structure.
# Key capabilities
- Multi-source support — migrate from Box, iManage, and file system sources
- Metadata preservation — maps source metadata to SharePoint columns
- Matter/client mapping — organizes documents by matter or client in SharePoint
- Batch processing — handle large document volumes efficiently
- Configuration-driven — uses the same provisioning configuration as file handlers
- Error handling — detailed logging and error reporting for troubleshooting
# Architecture
The migration system consists of:
- Epona.Migrate — Core Windows Forms application and migration engine
- Epona.Migrate.Box — Connector for Box document source
- Epona.Migrate.iManage — Connector for iManage document source
- Epona.Migrate.iManageWeb — Connector for iManage Web document source
Source connectors are DLL libraries that implement source-specific logic (authentication, API calls, metadata extraction). The core Epona.Migrate application loads the appropriate connector based on configuration.
# Getting started
- Run
Epona.Migrate.exefrom the provisioning service bin directory - Configure connection to your source system (API credentials, endpoints)
- Map source metadata to SharePoint columns using configuration UI
- Define matter/client mapping rules
- Review migration plan
- Execute migration
- Monitor progress and error log
# Configuration
Migration configuration is typically defined in the same configuration file as provisioning:
- Source system credentials (API keys, URLs)
- Field mappings (source field → SharePoint column)
- Matter/client matching rules
- Target document library and folder structure
- Filtering rules to limit scope of migration
# Related
- Provisioning configuration — defines site structure where documents are migrated to
- File handlers — Excel-based bulk operations on migrated documents