# 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

  1. Run Epona.Migrate.exe from the provisioning service bin directory
  2. Configure connection to your source system (API credentials, endpoints)
  3. Map source metadata to SharePoint columns using configuration UI
  4. Define matter/client mapping rules
  5. Review migration plan
  6. Execute migration
  7. 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
Last Updated: 4/15/2026, 8:56:27 AM