Migrating data from Box @ Yale to the Microsoft 365 platform (OneDrive, Teams, or SharePoint) can be accomplished via two primary methods:
- Use Globus for a cloud to cloud migration that will not require your device be left on while the data is migrating. This method also provides a status report on the progress of your migration along with details on any problems that might arise during migration of a file or folder. This is also the recommended method to use when you are migrating any data classified as High Risk.
- If your data is not classified as High Risk, and you do not have much data, you may also opt to migrate your data using your computer with the Box Drive and OneDrive sync applications available for Windows and MacOS.
Understand what will happen with Box Notes
Box Notes will not be automatically migrated and converted to a readable format. You will need to create a new document in OneDrive or SharePoint and copy/paste the content of your Box Note into it to retain that data.
To migrate data using Box Drive and OneDrive on Windows or MacOS:
- Install Box Drive and OneDrive Apps:
- Box Drive: Download and install Box Drive from https://www.box.com/drive
- OneDrive: Windows 11 computers and ITS Managed Mac’s will automatically have OneDrive installed and you can move on to step two. If you have an unmanaged Mac or Windows 10 or earlier you can download and install the OneDrive app from https://www.microsoft.com/en-us/microsoft-365/onedrive/download
- Sign in to Box Drive:
- Open Box Drive and sign in with your Box account credentials
- Sign in to OneDrive Sync:
- Open the OneDrive sync app and sign in with your Yale Microsoft account credentials if prompted
- Move Files to OneDrive:
- Open File Explorer (Finder on Mac) and locate the Box folder in the navigation pane
- Select the files and folders you want to move, then drag and drop them into the OneDrive folder (name will be in the format of Your Name – Yale University) or any SharePoint sites/Teams synced with your computer (these will appear in the Yale University top level folder in File Explorer or Finder)
- Verify Sync:
- Files that are in the process of copying will show the syncing icon next to the file or folder name in the OneDrive folder
- Files that are in the process of copying will show the syncing icon next to the file or folder name in the OneDrive folder
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- Once a file or folder has finished copying you will see the complete icon
- Once a file or folder has finished copying you will see the complete icon
Move group owned data to appropriate destination
Once you have migrated your Box data to OneDrive, in accordance with our file storage use cases, you should move and departmental or group data to an appropriate storage space, such as Microsoft Teams or a SharePoint site appropriate to the group that uses the data. This ensures that data critical to the groups work is not deleted if you leave the University and your OneDrive account goes away. Data that is pertinent only to you, or that necessitates infrequent collaboration can remain in your OneDrive account.