Migrate from SurePoint LMS
Universal Migrator makes leaving SurePoint easy.
What migrates from SurePoint LMS?
Universal Migrator transfers all the following data and more.
Firm Data
Users | |
User Custom Field Definitions | |
User Custom Field Values |
Contacts
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact <=> User Relationships | |
Contact Custom Field Values |
Custom Fields
User Custom Field Definitions | |
User Custom Field Values | |
Contact Custom Field Values |
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What a Migration Specialist Should Know
about
SurePoint LMS
SurePoint LMS is a:

Hybrid Application

This means SurePoint LMS typically runs as a desktop app on employees' PCs that store data in cloud-based databases and APIs that are run by SurePoint LMS.

Universal Migrator extracts data from SurePoint LMS via:

Database Connections


SurePoint LMS uses the following database backend:

IBM DB2


The following credentials are required:

Admin SurePoint LMS Credentials

The Migration Specialist will need an Administrator username and password into SurePoint LMS in order to extract your data.
Admin Credentials into the SurePoint LMS Database Server

The Migration Specialist will need the Administrator username and password into the SurePoint LMS database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.

The computer used to migrate from SurePoint LMS:

Can be located Anywhere

Because data is extracted from SurePoint LMS via the internet, the migration can be run from any suitable location.

The following people are required for a migration from SurePoint LMS:

Migration Specialist

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.
Firm Administrator

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.
Firm IT Administrator

The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.

In order to migrate from SurePoint LMS:

The Firm Administrator must complete a User Mapping spreadsheet.

A member of the firm will need to complete a small spreadsheet mapping users from SurePoint LMS to users in the new system.

To migrate from SurePoint LMS, the Migration Specialist needs:

A Universal Migrator Subscription

Specialized Database Drivers


Migration tools for SurePoint LMS are available to:

Universal Migrator's Internal Migration Team

IT Professionals with an active Gold Migration Specialist certification

IT Professionals with an active Silver Migration Specialist certification


What Should I Expect When Migrating?
Have more questions? Get in-depth answers from a member of our team.

Migrate like MedTech.
Have you ever wondered how competing hospital systems running different software applications seamlessly transfer millions of complex medical records every single day?
Universal Migrator uses the same approach to facilitate seamless data migrations for law firms.

Zero Downtime.
Universal Migrator facilitates seamless migrations. You will never be unable to work and will always have access to all your data through the migration experience.

No Mistakes - No Human Error - Ever.
Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.

Zero Headaches.
Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.
Universal Migrator transfers Big & Small Firms
Universal Migrator handles projects of all sizes.


1000+ Attorneys


300,000 Documents


100+ Staff


100+ Staff


4 Staff


8 Staff


800,000+ Documents


7 Locations


14 Locations


2 Locations


4 Locations


10,000,000+ Documents