Monday, May 25, 2026

SP2010 → SPO Migration Troubleshooting Matrix

 

SP2010 → SPO Migration Troubleshooting Matrix

#

Issue / Category

Symptoms

Root Cause

Resolution / Fix

Validation Step

1

Unsupported Features

Missing pages, web parts, or errors after migration

Deprecated features (e.g., InfoPath, 2010 workflows, sandbox solutions)

Replace with Power Apps / Power Automate / SPFx; rebuild customizations in Modern UI

Verify feature parity and test forms/workflows in SPO

2

Classic Workflow Failure

2010 workflows not triggering

2010 workflows retired in SPO (Aug 2020+)

Recreate workflows in Power Automate or upgrade to 2013 workflows

Trigger and validate each workflow path

3

Large Content Database

Migration fails or times out

SPO 200 GB site collection limit

Split content into smaller sites; archive old data; migrate incrementally

Check migrated site sizes in SharePoint Admin Center

4

File/Path Length Issues

File skipped with “Path too long”

URL > 400 characters in SPO

Shorten folder structure; rename long files

Re-run migration logs → zero “Path too long” errors

5

Unsupported Characters in File Names

File skipped during migration

Invalid characters (# % & { } ~)

Clean up names via PowerShell or pre-migration report

Validate all skipped items remediated

6

Metadata Missing

Created/Modified dates or Authors incorrect

Metadata not mapped or not preserved

Enable “Preserve authorship” in SPMT/ShareGate; run migration with full control

Verify metadata fields in SPO list/library

7

Orphaned Users / Permissions

Access denied or wrong permissions post-migration

Legacy AD users not mapped to Azure AD

Clean up orphaned users; use Azure AD groups

Check “Site Permissions” and confirm role accuracy

8

Custom Master Pages / Branding Broken

Pages look distorted or missing layout

Classic master pages not supported in Modern UI

Convert sites to Modern; apply SPO themes

Open site → Confirm Modern page rendering

9

Custom Solutions (WSP)

Features missing or failing

WSP/Farm solutions not deployable to SPO

Rebuild with SPFx or Power Apps

Validate SPFx deployment on target site

10

BCS or External Content Type Issues

External lists fail to load

On-prem BCS connection not portable to cloud

Use Power Automate or Azure Logic Apps

Validate new data connection in SPO

11

SPMT Authentication Errors

SPMT fails login or “token expired”

MFA/conditional access blocking

Register app in Azure AD; run SPMT with app credentials

SPMT connects successfully and transfers content

12

Throttling / Slow Migration

Migration stops intermittently

Microsoft 365 throttling

Reduce parallel jobs; migrate off-peak; use incremental migration

Monitor migration rate → steady without pauses

13

Search Not Showing New Content

New content not searchable

SPO search index delay

Wait 24–48 hours; reindex site/library

Search new item successfully

14

Broken Links

Internal links point to old SP2010 URLs

Absolute URLs hard-coded

Replace with relative URLs or use link-fix scripts

Validate internal hyperlinks on key pages

15

Navigation / Quick Launch Missing

Navigation links lost after migration

Custom navigation not mapped

Rebuild navigation manually or via PowerShell

Compare with pre-migration navigation

16

User Profile Sync Issues

User data not updated in SPO

Missing or outdated Azure AD sync

Run Azure AD Connect sync; update UPNs

Validate updated profiles in M365 Admin

17

Version History Missing

Documents show only 1 version

Tool settings not preserving versions

Enable “Preserve Version History” in migration tool

Check file → Version History shows all versions

18

Lookup Columns Broken

Lookup fields not resolving

Source/target list IDs changed

Recreate lookup column relationships

Validate field lookup references

19

Custom Scripts Disabled

Scripted pages not functioning

SPO blocks custom scripts by default

Enable custom scripting via PowerShell (if required)

Verify functionality of script-based pages

20

Performance Post-Migration

Pages load slow in SPO

Large lists, legacy web parts

Enable list indexing; convert classic pages

Confirm response time improved (<3s typical)

21

Alerts Not Working

Users not getting notifications

Alerts not recreated post-migration

Recreate alerts manually or via Power Automate

Trigger change → user receives alert

22

Large List (>5,000 items)

List view threshold error

SPO list view threshold limit

Use indexed columns, filters, or modern views

View renders successfully without error

23

Unsupported Web Templates

Site migration fails

Template (e.g., Blog, MySite) not supported

Recreate with modern communication/team site

Migration completes successfully

24

Retired Workflows in Migration Report

Warnings in ShareGate/SPMT logs

Detected 2010 workflows

Rebuild or delete before migration

No workflow-related warnings remain

25

Email-Enabled Libraries Missing

Incoming email feature lost

SPO doesn’t support email-enabled libraries

Use Power Automate with shared mailbox

Verify email → document arrives in library

 

Recommended Pre-Migration Checks

Check

Tool

Purpose

Pre-migration assessment

SMAT (SharePoint Migration Assessment Tool)

Identify unsupported features, long URLs, large lists

Content inventory

PowerShell / ShareGate

List of sites, libraries, permissions

Permissions cleanup

PowerShell

Remove orphaned AD accounts

Workflow inventory

Nintex / PowerShell

Document all 2010 workflows

File & path validation

PowerShell

Detect long paths or illegal characters

 

🧰 Recommended Post-Migration Validation

  1. Compare item counts between SP2010 and SPO
  2. Verify permissions for key users/groups
  3. Check version history and metadata preservation
  4. Validate navigation and links
  5. Ensure workflows and alerts are functional
  6. Run PowerShell reports for site health and quota
  7. Reindex sites if search results are incomplete

 

SharePoint Subscription Edition (SPSE) – Common Errors, Challenges, and Limitations

 

SharePoint Subscription Edition (SPSE) – Common Errors, Challenges, and Limitations

This is a very common interview topic for SharePoint Administrators, Architects, and Migration Leads.

 

1. Installation Challenges

Error: Prerequisite Missing

Symptoms

Prerequisite installation failed.
Setup cannot continue.

Root Cause

  • Missing Windows Features
  • Missing .NET components
  • Unsupported OS version

Resolution

Install-WindowsFeature Web-Server
Install-WindowsFeature NET-Framework-Features

Validate all SPSE prerequisites before installation.

 

2. Configuration Wizard Failures

Error

Failed to create configuration database.

Root Cause

  • SQL connectivity issues
  • Farm account permissions missing
  • SQL aliases incorrectly configured

Required SQL Roles

dbcreator
securityadmin

for the setup account.

 

3. MinRole Issues

SPSE strongly encourages MinRole deployment.

Common Problems

Server role mismatch detected.

Impact

  • Health Analyzer warnings
  • Performance degradation
  • Unsupported architecture

Example

Application services running on WFE
Search services on wrong server

 

4. Distributed Cache Challenges

Although SPSE modernized some underlying services, cache-related issues can still occur.

Symptoms

Slow page loads
Authentication delays
Newsfeed issues

Root Causes

  • Insufficient RAM
  • Improper service placement
  • Farm topology issues

 

5. Search Problems

Common Errors

Crawl Failure

Access is denied

Search Index Not Updating

Fresh content not searchable

Root Causes

  • Crawl account permissions
  • Search topology configuration
  • SQL performance bottlenecks

Real-Time Example

After migration from SP2019:

Search returns zero results

Often resolved by rebuilding the search index.

 

6. Large Content Database Limitations

Challenge

Organizations frequently maintain:

500 GB
1 TB
2 TB

content databases.

Impact

  • Slow backup
  • Slow restore
  • Extended upgrade windows
  • Longer maintenance periods

Best Practice

Keep content databases reasonably sized and distribute site collections appropriately.

 

7. Custom Solution Compatibility

Common Error

Missing Feature
Missing Web Part

Root Cause

Custom WSP solutions from older SharePoint versions.

Real-Time Issue

After migration:

Web Part Error:
Cannot import this web part.

because the assembly is missing or unsupported.

 

8. Workflow Challenges

Many organizations still use:

  • SharePoint 2010 Workflows
  • SharePoint 2013 Workflows
  • Nintex
  • K2

Issues

Workflow suspended
Workflow failed

Root Cause

Workflow dependencies not upgraded or migrated correctly.

 

9. Authentication Challenges

Common Problems

Access Denied
Unexpected Login Prompt
People Picker Failure

Causes

  • Kerberos misconfiguration
  • Claims authentication issues
  • Service Principal Name (SPN) issues

 

10. SSL Certificate Problems

Symptoms

Certificate Warning
Site Not Secure

Root Cause

  • Expired certificates
  • Missing intermediate certificates
  • IIS binding issues

Real-Time Impact

Users cannot access production portals.

 

11. SQL Server Dependency

SPSE relies heavily on SQL Server.

Issues

High CPU
Slow Queries
Blocking
Deadlocks

Impact

  • Slow SharePoint pages
  • Search delays
  • Timer job failures

 

12. User Profile Synchronization Problems

Symptoms

Missing profile photos
Manager hierarchy missing
Audience targeting failures

Root Causes

  • AD synchronization failures
  • Permissions issues
  • Synchronization service misconfiguration

 

13. Patch and Upgrade Challenges

Issue

All SharePoint servers must remain at the same patch level.

Common Error

Upgrade required.

Scenario

One server patched successfully.

Second server patch failed.

Farm becomes inconsistent.

 

14. Backup and Restore Challenges

Common Problems

Large backup windows
Storage consumption
Long recovery times

Enterprise Concern

Disaster Recovery (DR) testing often takes many hours.

 

15. Performance Issues

Symptoms

Slow site collection
Slow document library
Slow search results

Root Causes

  • Large lists
  • Missing indexes
  • SQL bottlenecks
  • Poor farm design

 

16. Modern UI Limitations Compared to SharePoint Online

SPSE supports modern experiences, but not all cloud features.

Missing / Limited Features

  • AI-powered features available in Microsoft 365
  • Microsoft Copilot capabilities
  • Viva integrations (limited compared to cloud)
  • Some cloud-only innovations
  • Continuous cloud feature rollout

Interview Point

SPSE receives feature updates, but SharePoint Online generally gets new capabilities first.

 

17. Third-Party Product Compatibility

Examples:

  • Nintex
  • AvePoint
  • Bamboo Solutions
  • K2

Challenge

Not every version supports SPSE.

Resolution

Verify vendor support matrices before upgrades.

 

18. High Availability Complexity

Challenge

Designing HA environments requires:

  • Multiple SharePoint servers
  • SQL High Availability
  • Load Balancers
  • Disaster Recovery Sites

Costs

Infrastructure Cost
Licensing Cost
Operational Cost

can be significant.

 

19. Licensing Challenges

SPSE uses a subscription-based licensing model.

Common Organizational Concerns

  • Budget planning
  • Renewal management
  • Compliance audits

 

20. Migration Challenges

Common migration paths:

  • SharePoint Server 2016 → SharePoint Subscription Edition
  • SharePoint Server 2019 → SharePoint Subscription Edition

Typical Issues

Missing Features
Customizations
Workflow Failures
Search Reconfiguration
Authentication Changes

 

Top 10 Real-Time Production Errors

Error

Likely Cause

Configuration Database Creation Failed

SQL permissions

Access Denied

Authentication or permissions

Search Crawl Failed

Crawl account permissions

Timer Job Failed

Service account or SQL issue

Missing Feature

Custom solution missing

Web Part Error

Assembly missing

Distributed Cache Issues

Memory or topology problem

User Profile Sync Failure

AD permissions

Upgrade Required

Patch mismatch

Site Slow Performance

SQL or indexing issues

 


 

SharePoint 2019 to SharePoint Subscription Edition (SE) Upgrade – Major Challenges

 

SharePoint 2019 to SharePoint Subscription Edition (SE)

 Upgrade – Major Challenges

First, remember an important interview point:

SharePoint 2019 → SharePoint SE is NOT an in-place upgrade.

Microsoft supports the Database Attach Upgrade method. You build a new SPSE farm, copy databases, and attach them to the new farm. (Microsoft Learn)

 

High-Level Upgrade Flow

SP2019 Farm
     |
     | Backup Databases
     V
SQL Restore
     |
     V
New SPSE Farm
     |
     | Mount Databases
     V
Upgrade Content
     |
     V
Validate Sites

 

Top 15 Real-Time Challenges

1. Missing Custom Solutions (WSPs)

Problem

Many organizations have:

  • Custom Web Parts
  • Custom Features
  • Custom Site Definitions
  • Farm Solutions

When content databases are mounted, SPSE expects these components to exist.

If missing:

Test-SPContentDatabase

Shows:

Missing Feature
Missing Setup File
Missing Web Part

This is one of the most common upgrade blockers. Microsoft specifically recommends reinstalling all customizations before attaching content databases. (Microsoft Learn)

Real-Time RCA

Developer left company years ago.

Source code unavailable.

Feature IDs exist in database but solution package no longer exists.

Resolution

  • Inventory all custom solutions.
  • Rebuild unsupported code.
  • Remove orphaned features.

 

2. Large Content Database Size

Problem

Many environments contain:

500 GB
1 TB
2 TB+

databases.

Upgrade duration becomes very long.

Challenges

  • SQL backup time
  • Restore time
  • Mount time
  • Validation time

Resolution

Split large databases before migration.

 

3. Search Service Migration

Problem

Search topology changes.

Search databases cannot simply be copied and assumed healthy.

Common Issues

  • Crawl failures
  • Index corruption
  • Missing content sources

Resolution

Most organizations rebuild Search after migration.

 

4. Service Application Compatibility

Supported service application databases include:

  • Managed Metadata
  • Search
  • User Profile
  • Secure Store
  • BDC

But configuration mismatches can create failures. (Microsoft Learn)

Real-Time Issue

Managed Metadata database attached.

Term Store inaccessible.

Cause:

Service account permission mismatch.

 

5. Authentication Issues

Problem

Old farms often use:

NTLM
Classic Mode
Kerberos

SPSE primarily uses Claims Authentication.

Symptoms

  • Login failures
  • Access denied
  • Broken People Picker

Resolution

Plan authentication migration carefully.

 

6. Alternate Access Mapping (AAM) Problems

Problem

URLs change during migration.

Example:

Old:
http://portal.company.com

New:
https://portal.company.com

Impact

  • Broken bookmarks
  • Office integration issues
  • Workflow failures

Microsoft recommends recreating the same URLs whenever possible. (Microsoft Learn)

 

7. Workflow Failures

Problem

Organizations commonly use:

  • SharePoint 2010 Workflows
  • SharePoint 2013 Workflows
  • Nintex
  • K2

Issues

After migration:

Workflow Suspended
Workflow Failed
Workflow Not Found

Resolution

Inventory workflows before migration.

 

8. InfoPath Forms

Problem

Many legacy environments use:

InfoPath Forms

Issues

  • Missing templates
  • Missing data connections
  • Browser form rendering failures

Microsoft specifically highlights migrating InfoPath templates and connections. (Microsoft Learn)

 

9. SQL Version Challenges

Problem

Old environment may use:

SQL 2016
SQL 2017

New environment:

SQL 2022

Issues

  • Compatibility mode
  • Performance changes
  • Database upgrade warnings

 

10. User Profile Synchronization

Problem

User Profile Service often breaks.

Common Symptoms

No profile photo
No manager hierarchy
No audience targeting

Resolution

Reconfigure profile synchronization.

 

11. Third-Party Product Compatibility

Examples

  • Nintex
  • K2
  • AvePoint
  • Bamboo
  • Metalogix
  • DocAve

Problem

Older versions may not support SPSE.

Resolution

Upgrade third-party products first.

 

12. MinRole Architecture Changes

Problem

SP2019 farms may not follow MinRole.

SPSE farms often use:

Front-End
Application
Search
Distributed Cache

Challenge

Server roles need redesign.

 

13. Performance Degradation After Upgrade

Symptoms

Slow Site Collection
Slow Search
Slow Page Load

Root Causes

  • Missing indexes
  • SQL memory allocation
  • Search rebuild
  • Cache warming

Resolution

Perform performance testing before production cutover.

 

14. Security and Permission Issues

Problem

Broken inheritance often surfaces after migration.

Examples

Access Denied
Missing Permissions
Broken Groups

Resolution

Audit:

Get-SPUser
Get-SPGroup

before migration.

 

15. Downtime and Cutover Planning

Biggest Enterprise Challenge

Business asks:

"Can we migrate with zero downtime?"

Reality:

Database Backup
Restore
Validation
DNS Switch

requires a maintenance window.

Common Strategy

  1. Freeze Content
  2. Read-Only Mode
  3. Backup Databases
  4. Restore Databases
  5. Mount Content
  6. Validate
  7. DNS Cutover

Microsoft's documented process includes placing the old farm in read-only mode while the new SPSE farm is upgraded. (Microsoft Learn)

 

Interview Question

Q: What is the biggest challenge during SP2019 → SPSE migration?

Answer:

"The biggest challenge is identifying and validating all customizations before attaching content databases. In my experience, missing WSP solutions, custom web parts, workflow dependencies, authentication changes, and third-party integrations are the most common causes of upgrade failures. I always run Test-SPContentDatabase, inventory all custom components, validate service applications, and perform multiple test migrations before the production cutover." (Microsoft Learn)

 

Real-Time Project Migration Checklist

Pre-Migration

  • Inventory farm solutions
  • Inventory workflows
  • Inventory service applications
  • Validate SQL health
  • Run Test-SPContentDatabase
  • Verify third-party products
  • Document AAM URLs

Migration

  • Build SPSE farm
  • Install custom solutions
  • Restore databases
  • Attach service app databases
  • Mount content databases

Post-Migration

  • Validate sites
  • Validate Search
  • Validate User Profiles
  • Validate Workflows
  • Performance testing
  • Security testing
  • Business UAT
  • DNS cutover

These are the areas most frequently discussed in senior SharePoint Administrator, SharePoint Architect, and SharePoint Migration Lead interviews.

 

From <https://chatgpt.com/c/6a13c835-b558-8321-9678-3f95678f6f56>

 

What is DLP (Data Loss Prevention) in SharePoint Online? – Easy Explanation

 

What is DLP (Data Loss Prevention) in SharePoint Online? – Easy Explanation

Think of DLP as a security guard for your documents and emails.

Its job is to prevent users from accidentally or intentionally sharing sensitive information such as:

  • Credit Card Numbers
  • Aadhaar Numbers
  • PAN Numbers
  • Passport Numbers
  • Bank Account Details
  • Patient Health Information (PHI)
  • Clinical Trial Data
  • Confidential Company Documents

Real-Time Example

Suppose an employee uploads an Excel file to SharePoint containing:

Employee Name
PAN Number
Aadhaar Number
Salary

If a DLP policy is configured:

SharePoint detects the sensitive information.

User receives a warning.

External sharing can be blocked.

Compliance team gets notified.

An audit record is created.

Without DLP:

User may accidentally share the file externally.

Sensitive data could be exposed.

 

Where Does DLP Work?

DLP can protect data across:

 

DLP Architecture

User Uploads File
        |
        V
SharePoint Online
        |
        V
DLP Engine Scans Content
        |
        +---- Sensitive Data Found?
                    |
            ----------------
            |              |
           Yes             No
            |
            V
Apply Policy Action
(Block/Notify/Audit)

 

Common Sensitive Information Types

Microsoft provides hundreds of built-in detectors.

Examples:

Data Type

Example

PAN Card

ABCDE1234F

Aadhaar

1234 5678 9012

Passport

A1234567

Credit Card

4111-1111-1111-1111

Bank Account

Account Number

US SSN

123-45-6789

 

Types of DLP Actions

1. Show Policy Tip

Displays a warning.

Example:

Warning:
This file contains sensitive information.

 

2. Block Access

Prevents sharing.

Example:

This document cannot be shared externally.

 

3. Restrict Download

Users can view but not download.

 

4. Send Alert

Emails compliance or security teams.

 

5. Generate Incident Report

Logs the violation.

 

How to Create a New DLP Policy (Step-by-Step)

Step 1: Open Microsoft Purview

Go to:

Microsoft Purview Portal

Login with Compliance Administrator or Global Administrator permissions.

 

Step 2: Navigate to DLP

Solutions
   |
   +-- Data Loss Prevention

Click:

Policies

 

Step 3: Create Policy

Click:

+ Create Policy

 

Step 4: Choose Template

Microsoft provides templates:

Examples:

  • Financial Data
  • Privacy Data
  • Healthcare Data
  • GDPR
  • PCI-DSS
  • Custom Policy

For example:

Privacy Data

 

Step 5: Name the Policy

Example:

Protect PAN and Aadhaar Data

Description:

Prevent sharing of PAN and Aadhaar numbers.

 

Step 6: Select Locations

Choose where DLP should apply:

SharePoint Sites

OneDrive Accounts

Exchange Emails

Teams Chat

Example:

Apply to SharePoint Online only

 

Step 7: Create Rule

Click:

Create New Rule

Rule Name:

Block PAN Information Sharing

 

Step 8: Configure Conditions

Choose:

Content Contains

Select Sensitive Information Types:

  • India PAN Number
  • India Aadhaar Number

Condition:

If content contains at least 1 PAN number

 

Step 9: Configure Actions

Example:

Block External Sharing
Send Alert to Security Team
Show Policy Tip

 

Step 10: Configure User Notifications

Enable:

Notify users

Message:

This document contains sensitive information.
External sharing is not allowed.

 

Step 11: Incident Reports

Send reports to:

security@company.com
compliance@company.com

 

Step 12: Test Mode

Before enforcing:

Run Policy in Test Mode

Benefits:

  • No user impact
  • See what would be blocked
  • Validate policy

Recommended in production.

 

Step 13: Turn On Policy

After testing:

Enable Policy

Policy becomes active.

 

Real-Time Pharma / Clinical Research Example

In a CRO environment (such as clinical trials):

Sensitive data includes:

  • Patient IDs
  • Medical Records
  • Lab Reports
  • Adverse Event Data
  • Trial Participant Information

DLP Rule:

If Patient Information Found
     |
     +--> Block External Sharing
     +--> Notify Compliance Team
     +--> Log Incident

This helps support GDPR, HIPAA, and GxP compliance requirements.

 

How to Verify DLP is Working

Upload a Test File

Example:

Employee: John
PAN: ABCDE1234F

Upload to SharePoint.

Expected:

  • Warning appears
  • Sharing restrictions apply
  • Alert generated

 

PowerShell Verification

Connect to SharePoint Online and verify policy effects through Purview compliance reporting and audit logs.

Useful audit locations:

Microsoft Purview
  |
  +-- Audit
  +-- DLP Alerts
  +-- Activity Explorer