Practical guide
Give your archives a place without crowding today’s work.
A migration is a chance to distinguish current material, reusable knowledge and historical records.
Sort before transferring
Use a simple review grid with a content owner for each collection.
- Keep active: material needed for ongoing work; confirm owner and access.
- Move to knowledge: reusable guidance; review accuracy and maintenance responsibility.
- Archive separately: historical context that needs to remain accessible.
- Review for removal: duplicates or obsolete material; follow your organisation’s retention decisions before deletion.
Preserve useful context
A file without a title, date or group can be hard to interpret. Identify the metadata that makes historical material useful, and check whether it can be transferred.
Plan a representative migration sample
Pick one active group, a historical collection and a user handover. Agree the intended destination, verify the transferred material and check the appropriate user’s access.
Keep archive access distinct
The optional Legacy archive is designed to provide a separate route to historical content. The Knowledge base is a different option for shared expertise. Neither term alone defines the migration service.
Assign decisions
A migration plan should identify the people who decide what to keep, prepare source material and accept the result. Do not assume importing everything is the safest way to preserve useful knowledge.
Start with your organisation
Bring one real challenge to the conversation.
Tell Julien who takes part, what they share and where the process becomes difficult.
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