Egnyte to SharePoint migration services

Egnyte to SharePoint migration services that retire the appliance in the server room too

Egnyte is rarely just a cloud tenant. There is usually a Storage Sync appliance in an office, a desktop client people trust for Smart Cache speed, folder permission groups nobody has audited in years, and Connect links sent to consultants and clients. Fixed-fee migration from senior US-based Microsoft engineers: we inventory both halves, remap the permission model onto SharePoint and Entra groups, reissue the links, and restructure CAD-heavy project folders on purpose. One written price, typical delivery in 2–4 weeks, 30 days of hypercare included.

  • Fixed-fee scoped projects
  • Senior US-based engineers
  • Typical 2–4 week delivery
  • 30 days of hypercare
Revenue Overview Revenue$4.2M Margin38% Orders12.4k Churn2.1% Monthly performance By segment 64%

Representative dashboard — sample data

What you get

The six things that make an Egnyte move different

A pure-cloud storage tool has one place to copy from. Egnyte has two, plus a permission model and a desktop habit that both have to be redesigned rather than replicated.

Both halves of the estate inventoried

The cloud file system and every Storage Sync appliance or local caching target are scanned separately, because content that only ever lived on the office box is the content most likely to be left behind.

Folder permission groups remapped

Egnyte grants Owner, Full, Editor and Viewer rights at folder level. Each of those groups is matched to an Entra security group and a SharePoint permission level before anything copies, so inheritance behaves predictably afterwards.

Smart Cache replaced with Files On-Demand

People do not care what the storage vendor is called; they care that a 400 MB drawing opens quickly. Sync scope, pinned folders and offline availability are set per team during the pilot, not left to defaults.

Connect links reissued, not resurrected

Egnyte Connect share links die with the tenant. We list the live ones, find out who is actually on the other end, and reissue Microsoft 365 sharing links only where the access is still wanted.

CAD and large-binary folders decided on

Drawing sets, linked models and rendered output behave nothing like documents. Path depth, file size and external references are checked against Microsoft's limits during inventory, and each project tree gets an explicit destination.

Governance translated to Microsoft equivalents

Whatever classification, retention or access policy you run in Egnyte is written down and rebuilt with Microsoft Purview labels and retention policies, so the controls survive the move instead of quietly lapsing at cutover.

How it works

Three steps from a hybrid file estate to Microsoft 365

  1. 1

    Inventory both halves and scope

    A free consultation plus a scan of the cloud file system and every local sync target tells us what is live, what is history, which permission groups are real, and which share links still matter. You get a written scope, a wave plan, one fixed price, and a cutover date.

  2. 2

    Build the destination and pilot a project team

    Sites, libraries, Entra groups and sensitivity labels are built to the agreed design. One project team — ideally one with a live CAD folder tree — moves end to end so permissions, sync behaviour and open times are proven on real work before anyone else is touched.

  3. 3

    Migrate in waves, then retire the appliance

    Remaining folders move wave by wave with validation at each step and a final pass that copies only what changed. External access is reissued, teams are trained, the Storage Sync hardware is decommissioned on your schedule, and 30 days of hypercare follows.

The on-premises half is the part that gets forgotten

Egnyte's whole pitch was hybrid: a cloud file system with a local appliance or sync target keeping hot folders at LAN speed for offices full of large files. That design is why firms bought it, and it is why the exit is a different project from leaving a pure-cloud tool. There are two sources of truth to reconcile, not one, and they disagree more often than anyone expects — a folder abandoned in the cloud two years ago while the real working copy sat on the box in the server room, or a project archive that was never synced up at all.

So the inventory runs twice. Whatever lives only on the local target is treated as file-share content and moved with Microsoft's supported tooling for that source — the SharePoint Migration Tool (opens in new tab) handles file shares and on-premises libraries and is included with your tenant. Whatever lives in the cloud tenant is copied from there. The two sets are reconciled before cutover so nobody discovers a missing decade of drawings a month after the appliance was unracked.

The permission model needs the same care. Egnyte assigns rights at folder level through groups — Owner, Full, Editor, Viewer — and firms accumulate hundreds of them, many attached to a single subfolder deep in a project tree. Copied literally into SharePoint that becomes a maze of broken inheritance. Mapped properly, each meaningful Egnyte group becomes an Entra security group granted at library or site level, which is the model Microsoft's SharePoint documentation (opens in new tab) is built around and the only one your admins will be able to audit later.

Where each piece of Egnyte lands

This is the working checklist we take into the inventory session. The right-hand column is the point: most rows need a decision from you before any copying starts, and the ones that do not are the easy ones.

In Egnyte Where it lands in Microsoft 365 Decided before the first pass
Shared cloud folders Document libraries on SharePoint sites, one per team or project that genuinely collaborates Which top-level folders are live work, which are archive, and which should not move at all
Private user folders The individual's OneDrive, with anything a team depends on promoted into a shared library first What is genuinely personal versus project work parked in one person's private space
Storage Sync appliance / local targets Treated as file-share content and migrated with the SharePoint Migration Tool, then decommissioned What exists only locally, who still relies on LAN-speed access, and when the hardware comes out
Folder permission groups Entra security groups granted at site or library level, with inheritance intact Which of the hundreds of groups are real, which are duplicates, and which folders stop being special
Egnyte Connect share links Reissued as Microsoft 365 sharing links under your external sharing policy (opens in new tab) Which links are live, who is on the other end, and which expiry or password rules carry over
Smart Cache and the desktop client OneDrive sync with Files On-Demand, plus pinned folders for the teams that need them offline Which folders each team pins, and which are left online-only to keep laptops from filling up
CAD project trees and linked models Libraries designed around stable paths — or deliberately left on a file share we design around Which external references break if paths change, and which trees are restructured versus lifted
Very large binaries and renders Supported up to Microsoft's 250 GB per-file migration limit (opens in new tab), with unsupported names and characters (opens in new tab) cleaned first Whether raw renders, point clouds and backup archives belong in SharePoint at all
Classification and retention policies Rebuilt as Microsoft Purview sensitivity labels (opens in new tab) and retention policies Which policies are actually enforced today and which exist only on a slide

Nothing in Egnyte is deleted by any of this. The migration copies, which is why the tenant can stay live through the waves and read-only afterwards while people satisfy themselves that everything arrived.

Why CAD-heavy folders get their own conversation

Egnyte earned a strong position in architecture, engineering and construction for a reason, and firms in those sectors carry the hardest content to move. A Revit central model, a sheet set with a dozen external references, or a survey point cloud is not a document — it is a file with assumptions about where its neighbours live. Rename the folder above it and the references break, which is exactly what an unplanned restructure does at scale.

So the restructuring happens in design, before the first pass, and is agreed folder tree by folder tree. Some become SharePoint libraries with managed metadata (opens in new tab) replacing what nine levels of nesting used to encode — project, phase, discipline, status as columns you can filter instead of paths you have to memorise. Some are lifted as-is because the paths matter more than the tidiness. And a few honestly belong on a file share for now, which is a legitimate outcome we will tell you about during scoping rather than after cutover. The same design questions come up when the source is a plain server, and the file server to SharePoint migration playbook covers that path in detail.

The three phases of the project

Most Egnyte exits sort into the same three phases. The table shows scope and typical timeline rather than prices, because an honest number requires seeing your folder inventory, your appliance, and your permission groups first — the same principle behind how our fixed-fee process works. You get one written price for the whole project instead of an hourly meter that rewards a slow migration.

Phase Scope Typical timeline Fee
Phase 1 — Dual inventory and design Scan of the cloud file system and every local sync target; reconciliation of the two; keep, archive and retire decisions; the target site and library design; the permission group map; the share-link register; a wave plan and cutover date About 1 week Fixed fee — scoped after your free consultation
Phase 2 — Pilot with a live project team Destination sites, libraries, Entra groups and labels built; identities mapped; one team migrated end to end with its real CAD or document tree; sync scope, pinning, open times and permissions checked against daily work before anyone else moves About 1 week Fixed fee — scoped after your free consultation
Phase 3 — Waves, cutover, appliance retirement Remaining folders migrated in waves with validation at each step, a final delta pass at cutover, Connect links reissued as Microsoft 365 sharing links, per-team training, Storage Sync decommissioning on your schedule, admin handover, then 30 days of included hypercare 1–2 weeks, plus 30 days of hypercare Fixed fee — scoped after your free consultation

Everything lands in the tenant you own. The sites, libraries, groups, labels, documentation and admin access are yours throughout, so your team can carry on in-house the moment hypercare ends.

Who this is for

The usual fit is a firm of roughly 20 to 500 people already paying for Microsoft 365 while still paying Egnyte for storage and sync the licences already cover — noticed at renewal, or when someone asks why there is still a caching appliance to patch. Design and construction firms come up most often, which is the same sector our Power BI dashboards for construction companies and Power Apps for construction services are written for. It is scoped as one fixed-fee project with a stated end date, delivered by senior US-based engineers from our Orange County, CA base and remote across all US states.

The source you are leaving changes the work more than the destination does. Files in Dropbox raise different questions — version history and team folder structure — and our Dropbox to SharePoint migration services cover that path. Box brings metadata templates, Relay workflows and Shield classifications instead, handled by our Box to SharePoint migration services. ShareFile inverts the problem entirely — it was bought to exchange documents with clients rather than to store them internally, so client portals, FileDrop links and per-engagement folder templates come first, which is what our ShareFile to SharePoint migration services scope. An old on-premises farm left over from before Egnyte is its own project — see SharePoint Server to SharePoint Online migration. And where the drawings live in folders but the procedures live in a wiki, our Confluence to SharePoint migration services handle that half — page trees, macros, and space permissions instead of folders and share links. Once content lands, our SharePoint intranet and document management consulting turns the new libraries into a workspace with navigation and governance behind it, and because Microsoft 365 Copilot is only as safe as the permissions underneath it, teams planning a Copilot rollout want the group remapping finished first.

FAQ

Questions about leaving Egnyte

It gets decommissioned on a date you pick, not on ours. We inventory what the appliance is actually caching or hosting locally, move anything that only exists there, then leave it read-only until your teams confirm nothing is missing. Removing the hardware is the last step, not the first.

Not in practice. OneDrive Files On-Demand keeps files visible in Explorer and pulls them down on open, and pinned folders stay available offline. We set the sync and pinning policy per team during the pilot, so the drawing folders people open daily behave the way they expect.

Most can, but not all should. External references and linked models depend on stable paths, so those folder trees are restructured deliberately or left on a file share we design around. We flag every CAD-heavy folder during inventory and agree its destination before a single file moves.

They stop working when Egnyte does, so we treat them as their own workstream. Before cutover we list which links are live, who is on the other end, and which have expiry or password settings worth keeping, then reissue equivalent Microsoft 365 sharing links to the people who still need them.

For part of the project, yes, and that overlap is why we plan around your renewal date. Egnyte stays live through the waves so nothing is stranded, then goes read-only for an agreed reference window. The scope states when you can safely stop renewing.

It reflects how much content sits on premises versus in the cloud, how many permission groups need remapping, how many share links are live, and how much CAD structure needs redesigning. You get one written price after a free consultation, and nothing starts until you approve the scope.

Book a free consultation

Get more from the Microsoft tools you already pay for

Tell us what you’re trying to fix — a report, an approval process, an intranet, a Copilot rollout. We scope it as a fixed-fee project, you approve, and a senior engineer delivers in 2–4 weeks.

  • Fixed-fee scope agreed before any work starts
  • Senior, US-based Microsoft engineers — no handoffs
  • Typical 2–4 week delivery
  • 30 days of post-delivery hypercare included

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