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Archive legacy Modernization Scanner guidance#10959

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Archive legacy Modernization Scanner guidance#10959
TaoziZ03 wants to merge 3 commits into
SharePoint:mainfrom
TaoziZ03:titao/archive-modernization-scanner-docs

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@TaoziZ03 TaoziZ03 commented Jul 21, 2026

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Summary

  • add a Microsoft Learn overview page that introduces the Microsoft 365 Assessment tool before linking to the PnP documentation
  • move the legacy SharePoint Modernization Scanner navigation subtree under Archive without moving source files or changing existing Learn URLs
  • turn the existing Scanner landing page into an Assessment-first tool-selection page while preserving legacy instructions for existing users
  • add a reusable legacy notice to Scanner report and scenario pages
  • update short Scanner references according to current capability coverage

DocFX path cells use diff blocks: removed navigation paths start with -, and new paths start with +. Existing source files were not moved, so their published URLs remain unchanged.

DocFX navigation before and after

Before

Scenario guidance
├─ Overview
└─ Modernizing your classic SharePoint sites
   ├─ Overview
   ├─ Modernize the user interface
   │  ├─ Overview
   │  ├─ Maximize use of modern lists and libraries
   │  │  └─ Analyze and use the scanner data
   │  └─ Transform classic pages to modern pages
   ├─ SharePoint Modernization scanner
   │  ├─ Overview
   │  ├─ Understand the created reports
   │  │  ├─ Overview
   │  │  ├─ Microsoft 365 group connect report
   │  │  ├─ Modern list and libraries report
   │  │  ├─ Page modernization report
   │  │  ├─ Publishing portal modernization report
   │  │  ├─ Workflow usage report
   │  │  ├─ InfoPath usage report
   │  │  ├─ Blog usage report
   │  │  └─ SharePoint Designer customized forms report
   │  └─ Scanner FAQ
   ├─ SharePoint modernization guidance
   │  ├─ Overview
   │  └─ Assessment
   ├─ Connect to a Microsoft 365 group
   │  ├─ Overview
   │  └─ Analyze and use the scanner data
   └─ Modernize publishing portals
      ├─ Overview
      └─ Analyze and use the scanner data

Archive
├─ Overview
└─ Existing archived documentation

After

⭐ = This page directs users to Microsoft 365 Assessment when it supports the scenario.

Scenario guidance
├─ Overview
├─ Assess SharePoint modernization
│  └─ Overview ⭐
└─ Modernizing your classic SharePoint sites
   ├─ Overview
   ├─ Modernize the user interface
   │  ├─ Overview ⭐
   │  ├─ Maximize use of modern lists and libraries ⭐
   │  │  └─ Analyze legacy scanner data ⭐
   │  └─ Transform classic pages to modern pages
   ├─ SharePoint modernization guidance
   │  ├─ Overview ⭐
   │  └─ Legacy assessment delivery guidance ⭐
   ├─ Connect to a Microsoft 365 group
   │  ├─ Overview
   │  └─ Analyze legacy scanner data ⭐
   └─ Modernize publishing portals
      ├─ Overview ⭐
      └─ Analyze legacy scanner data ⭐

Archive
├─ Overview
├─ SharePoint Modernization scanner
│  ├─ Which assessment tool should I use? ⭐
│  ├─ Understand the legacy scanner reports
│  │  ├─ Overview ⭐
│  │  ├─ Microsoft 365 group connect report ⭐
│  │  ├─ Modern list and libraries report ⭐
│  │  ├─ Page modernization report ⭐
│  │  ├─ Publishing portal modernization report ⭐
│  │  ├─ Workflow usage report ⭐
│  │  ├─ InfoPath usage report ⭐
│  │  ├─ Blog usage report ⭐
│  │  └─ SharePoint Designer customized forms report ⭐
│  └─ Legacy scanner FAQ ⭐
└─ Existing archived documentation

File-by-file changes

File DocFX path change Change summary
docs/toc.yml Navigation configuration Adds the active Assessment entry, moves the Scanner subtree under Archive, and relabels legacy Scanner data pages.
docs/transform/assess-sharepoint-modernization.md
+ Scenario guidance › Assess SharePoint modernization › Overview
/sharepoint/dev/transform/assess-sharepoint-modernization
Introduces Microsoft 365 Assessment on Microsoft Learn before linking to PnP setup and module documentation.
docs/transform/modernize-scanner.md
- Scenario guidance › Modernizing your classic SharePoint sites › SharePoint Modernization scanner › Overview
+ Archive › SharePoint Modernization scanner › Which assessment tool should I use?
URL unchanged: /sharepoint/dev/transform/modernize-scanner
Reframes the page as an Assessment-vs-Scanner chooser while retaining legacy Scanner instructions and downloads.
docs/transform/modernize-scanner-reports.md
- Scenario guidance › … › SharePoint Modernization scanner › Understand the created reports › Overview
+ Archive › SharePoint Modernization scanner › Understand the legacy scanner reports › Overview
URL unchanged
Adds the shared legacy notice and preserves the legacy report index.
docs/transform/modernize-scanner-reports-groupconnect.md
- Scenario guidance › … › Scanner reports › Microsoft 365 group connect report
+ Archive › … › Legacy scanner reports › Microsoft 365 group connect report
URL unchanged
Adds the legacy notice; Groupify remains a Scanner-only assessment.
docs/transform/modernize-scanner-reports-lists.md
- Scenario guidance › … › Scanner reports › Modern list and libraries report
+ Archive › … › Legacy scanner reports › Modern list and libraries report
URL unchanged
Adds the legacy notice and retains the existing report schema.
docs/transform/modernize-scanner-reports-pages.md
- Scenario guidance › … › Scanner reports › Page modernization report
+ Archive › … › Legacy scanner reports › Page modernization report
URL unchanged
Adds the legacy notice; new page assessments are directed to Microsoft 365 Assessment.
docs/transform/modernize-scanner-reports-publishingportals.md
- Scenario guidance › … › Scanner reports › Publishing portal modernization report
+ Archive › … › Legacy scanner reports › Publishing portal modernization report
URL unchanged
Adds the legacy notice and preserves fields not yet available in Assessment.
docs/transform/modernize-scanner-reports-workflow.md
- Scenario guidance › … › Scanner reports › Workflow usage report
+ Archive › … › Legacy scanner reports › Workflow usage report
URL unchanged
Adds the legacy notice and retains retirement-era reference data.
docs/transform/modernize-scanner-reports-infopath.md
- Scenario guidance › … › Scanner reports › InfoPath usage report
+ Archive › … › Legacy scanner reports › InfoPath usage report
URL unchanged
Adds the legacy notice; new InfoPath assessments use Microsoft 365 Assessment.
docs/transform/modernize-scanner-reports-blogs.md
- Scenario guidance › … › Scanner reports › Blog usage report
+ Archive › … › Legacy scanner reports › Blog usage report
URL unchanged
Adds the legacy notice; new discovery uses the Classic Pages Assessment.
docs/transform/modernize-scanner-reports-customizedforms.md
- Scenario guidance › … › Scanner reports › SharePoint Designer customized forms report
+ Archive › … › Legacy scanner reports › SharePoint Designer customized forms report
URL unchanged
Adds the legacy notice; this remains a Scanner-only capability.
docs/transform/modernize-scanner-faq.yml
- Scenario guidance › … › SharePoint Modernization scanner › Scanner FAQ
+ Archive › SharePoint Modernization scanner › Legacy scanner FAQ
URL unchanged
Marks the FAQ as legacy while retaining existing-user instructions.
includes/snippets/open-source/modernization-scanner-legacy.md Reusable include; no published route Adds a consistent notice explaining Assessment-first and Scanner-only scenarios.
docs/transform/modernize-guidance-assessment.md
- Scenario guidance › … › SharePoint modernization guidance › Assessment
+ Scenario guidance › … › SharePoint modernization guidance › Legacy assessment delivery guidance
URL unchanged
Adds the legacy notice and keeps the Groupify-based delivery workflow available.
docs/transform/modernize-connect-to-office365-group-scanner.md
- Scenario guidance › … › Connect to a Microsoft 365 group › Analyze and use the scanner data
+ Scenario guidance › … › Connect to a Microsoft 365 group › Analyze legacy scanner data
URL unchanged
Adds the legacy notice; Groupify isn't currently available in Assessment.
docs/transform/modernize-userinterface-lists-and-libraries-scanner.md
- Scenario guidance › … › Lists and libraries › Analyze and use the scanner data
+ Scenario guidance › … › Lists and libraries › Analyze legacy scanner data
URL unchanged
Adds the legacy notice and preserves the existing report workflow.
docs/transform/modernize-publishing-portal-scanner.md
- Scenario guidance › … › Modernize publishing portals › Analyze and use the scanner data
+ Scenario guidance › … › Modernize publishing portals › Analyze legacy scanner data
URL unchanged
Adds the legacy notice and preserves fields not yet replaced by Assessment.
docs/community/open-source-projects.md Unchanged: /sharepoint/dev/community/open-source-projects Identifies the modernization repository as legacy tooling while preserving its existing redirected URL.
docs/solution-guidance/modern-experience-customizations.md Unchanged: /sharepoint/dev/solution-guidance/modern-experience-customizations Replaces the generic Scanner recommendation with the Assessment overview.
docs/transform/modernize-blogs.md Unchanged: /sharepoint/dev/transform/modernize-blogs Uses Classic Pages Assessment for new discovery and retains the legacy Blog report link.
docs/transform/modernize-branding.md Unchanged: /sharepoint/dev/transform/modernize-branding Directs new branding and extensibility inventory to Microsoft 365 Assessment.
docs/transform/modernize-connect-to-office365-group.md Unchanged: /sharepoint/dev/transform/modernize-connect-to-office365-group Retains the legacy Scanner because Groupify readiness isn't in Assessment.
docs/transform/modernize-customizations.md Unchanged: /sharepoint/dev/transform/modernize-customizations Directs list/library and extensibility assessment to Microsoft 365 Assessment.
docs/transform/modernize-guidance.md Unchanged: /sharepoint/dev/transform/modernize-guidance Adds the Assessment entry while retaining the Groupify scan required by the execution step.
docs/transform/modernize-publishing-portal.md Unchanged: /sharepoint/dev/transform/modernize-publishing-portal Explains partial Assessment coverage and retains Scanner for the complete legacy inventory.
docs/transform/modernize-userinterface.md Unchanged: /sharepoint/dev/transform/modernize-userinterface Uses Assessment for pages/lists/extensibility and legacy Scanner for Groupify.
docs/transform/modernize-userinterface-lists-and-libraries.md Unchanged: /sharepoint/dev/transform/modernize-userinterface-lists-and-libraries Directs new readiness assessment to the Classic Lists component.
docs/transform/modernize-userinterface-lists-and-libraries-rollout.md Unchanged: /sharepoint/dev/transform/modernize-userinterface-lists-and-libraries-rollout Updates both rollout approaches to use Microsoft 365 Assessment.
docs/transform/modernize-userinterface-lists-and-libraries-optout.md Unchanged: /sharepoint/dev/transform/modernize-userinterface-lists-and-libraries-optout Uses Assessment for new discovery while preserving the legacy ListOnly workflow.
docs/transform/modernize-userinterface-site-pages-dotnet.md Unchanged: /sharepoint/dev/transform/modernize-userinterface-site-pages-dotnet Identifies modern-page-feature detection as a legacy Scanner capability.
docs/transform/modernize-userinterface-site-pages-powershell.md Unchanged: /sharepoint/dev/transform/modernize-userinterface-site-pages-powershell Identifies modern-page-feature detection as a legacy Scanner capability.

Compatibility

  • no existing Scanner document source path or Learn URL is changed
  • legacy report schemas, FAQ content, downloads, and scanner-only workflows remain available
  • existing SharePoint/sp-dev-modernization links are preserved because GitHub redirects them to pnp/modernization
  • the active navigation entry stays on Microsoft Learn and links to PnP only after introducing the Assessment tool

Validation

  • full DocFX build completed successfully
  • no date-only files remain in the PR
  • the existing FAQ YAML warning and unrelated pre-existing TOC warning remain

Make Microsoft 365 Assessment the active modernization assessment entry, retain the legacy Scanner documentation under Archive, and update scenario references according to current capability coverage.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

Copilot-Session: a7db0d98-be53-48c2-9488-9a226f457144
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The following report lists PoliCheck issues in PR files. Before you merge the PR, you must fix all severity-1 and severity-2 issues. The AI Review Details column lists suggestions for either removing or replacing the terms. If you find a false positive result, mention it in a PR comment and include this text: #policheck-false-positive. This feedback helps reduce false positives in future scans.

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Learn Build status updates of commit 61177c9:

💡 Validation status: suggestions

File Status Preview URL Details
docs/community/open-source-projects.md 💡Suggestion View Details
docs/transform/modernize-scanner-faq.yml 💡Suggestion View Details
docs/features/groupify/groupify-overview.md ✅Succeeded View
docs/scenario-guidance/Branding.md ✅Succeeded View
docs/solution-guidance/modern-experience-customizations.md ✅Succeeded View
docs/toc.yml ✅Succeeded View
docs/transform/assess-sharepoint-modernization.md ✅Succeeded View
docs/transform/modernize-blogs.md ✅Succeeded View
docs/transform/modernize-branding.md ✅Succeeded View
docs/transform/modernize-connect-to-office365-group-scanner.md ✅Succeeded View
docs/transform/modernize-connect-to-office365-group.md ✅Succeeded View
docs/transform/modernize-customizations.md ✅Succeeded View
docs/transform/modernize-guidance-assessment.md ✅Succeeded View
docs/transform/modernize-guidance.md ✅Succeeded View
docs/transform/modernize-publishing-portal-scanner.md ✅Succeeded View
docs/transform/modernize-publishing-portal.md ✅Succeeded View
docs/transform/modernize-scanner-reports-blogs.md ✅Succeeded View
docs/transform/modernize-scanner-reports-customizedforms.md ✅Succeeded View
docs/transform/modernize-scanner-reports-groupconnect.md ✅Succeeded View
docs/transform/modernize-scanner-reports-infopath.md ✅Succeeded View
docs/transform/modernize-scanner-reports-lists.md ✅Succeeded View
docs/transform/modernize-scanner-reports-pages.md ✅Succeeded View
docs/transform/modernize-scanner-reports-publishingportals.md ✅Succeeded View
docs/transform/modernize-scanner-reports-workflow.md ✅Succeeded View
docs/transform/modernize-scanner-reports.md ✅Succeeded View

This comment lists only the first 25 files in the pull request.

docs/community/open-source-projects.md

  • Line 2, Column 1: [Suggestion: ms-service-suggested] Missing required attribute: 'ms.service'. ms.service is suggested for each article that is published on Learn.

docs/transform/modernize-scanner-faq.yml

  • Line 3, Column 3: [Suggestion: ms-service-suggested] Missing required attribute: 'ms.service'. ms.service is suggested for each article that is published on Learn.

For more details, please refer to the build report.

Note: Your PR may contain errors or warnings or suggestions unrelated to the files you changed. This happens when external dependencies like GitHub alias, Microsoft alias, cross repo links are updated. Please use these instructions to resolve them.

Comment thread docs/community/open-source-projects.md

- [Connect a classic SharePoint team site to a new Microsoft 365 group](../../transform/modernize-connect-to-office365-group.md)
- [SharePoint Modernization scanner tool](https://github.com/SharePoint/sp-dev-modernization/tree/master/Tools/SharePoint.Modernization)
- [Legacy SharePoint Modernization Scanner](../../transform/modernize-scanner.md)

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to PM: do we need legacy prefix?
to copilot: the path is correct. don't modify.

Keep the existing SharePoint/sp-dev-modernization URLs because GitHub redirects them to the canonical pnp/modernization repository.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

Copilot-Session: a7db0d98-be53-48c2-9488-9a226f457144
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PoliCheck Scan Report

The following report lists PoliCheck issues in PR files. Before you merge the PR, you must fix all severity-1 and severity-2 issues. The AI Review Details column lists suggestions for either removing or replacing the terms. If you find a false positive result, mention it in a PR comment and include this text: #policheck-false-positive. This feedback helps reduce false positives in future scans.

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Learn Build status updates of commit a74ba66:

💡 Validation status: suggestions

File Status Preview URL Details
docs/community/open-source-projects.md 💡Suggestion View Details
docs/transform/modernize-scanner-faq.yml 💡Suggestion View Details
docs/features/groupify/groupify-overview.md ✅Succeeded View
docs/scenario-guidance/Branding.md ✅Succeeded View
docs/solution-guidance/modern-experience-customizations.md ✅Succeeded View
docs/toc.yml ✅Succeeded View
docs/transform/assess-sharepoint-modernization.md ✅Succeeded View
docs/transform/modernize-blogs.md ✅Succeeded View
docs/transform/modernize-branding.md ✅Succeeded View
docs/transform/modernize-connect-to-office365-group-scanner.md ✅Succeeded View
docs/transform/modernize-connect-to-office365-group.md ✅Succeeded View
docs/transform/modernize-customizations.md ✅Succeeded View
docs/transform/modernize-guidance-assessment.md ✅Succeeded View
docs/transform/modernize-guidance.md ✅Succeeded View
docs/transform/modernize-publishing-portal-scanner.md ✅Succeeded View
docs/transform/modernize-publishing-portal.md ✅Succeeded View
docs/transform/modernize-scanner-reports-blogs.md ✅Succeeded View
docs/transform/modernize-scanner-reports-customizedforms.md ✅Succeeded View
docs/transform/modernize-scanner-reports-groupconnect.md ✅Succeeded View
docs/transform/modernize-scanner-reports-infopath.md ✅Succeeded View
docs/transform/modernize-scanner-reports-lists.md ✅Succeeded View
docs/transform/modernize-scanner-reports-pages.md ✅Succeeded View
docs/transform/modernize-scanner-reports-publishingportals.md ✅Succeeded View
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docs/transform/modernize-scanner-reports.md ✅Succeeded View

This comment lists only the first 25 files in the pull request.

docs/community/open-source-projects.md

  • Line 2, Column 1: [Suggestion: ms-service-suggested] Missing required attribute: 'ms.service'. ms.service is suggested for each article that is published on Learn.

docs/transform/modernize-scanner-faq.yml

  • Line 3, Column 3: [Suggestion: ms-service-suggested] Missing required attribute: 'ms.service'. ms.service is suggested for each article that is published on Learn.

For more details, please refer to the build report.

Note: Your PR may contain errors or warnings or suggestions unrelated to the files you changed. This happens when external dependencies like GitHub alias, Microsoft alias, cross repo links are updated. Please use these instructions to resolve them.

Restore the original dates on files whose link changes were reverted, keeping the PR focused on meaningful content updates.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

Copilot-Session: a7db0d98-be53-48c2-9488-9a226f457144
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PoliCheck Scan Report

The following report lists PoliCheck issues in PR files. Before you merge the PR, you must fix all severity-1 and severity-2 issues. The AI Review Details column lists suggestions for either removing or replacing the terms. If you find a false positive result, mention it in a PR comment and include this text: #policheck-false-positive. This feedback helps reduce false positives in future scans.

✅ No issues found

More information about PoliCheck

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Learn Build status updates of commit a7d8f2c:

💡 Validation status: suggestions

File Status Preview URL Details
docs/community/open-source-projects.md 💡Suggestion View Details
docs/transform/modernize-scanner-faq.yml 💡Suggestion View Details
docs/solution-guidance/modern-experience-customizations.md ✅Succeeded View
docs/toc.yml ✅Succeeded View
docs/transform/assess-sharepoint-modernization.md ✅Succeeded View
docs/transform/modernize-blogs.md ✅Succeeded View
docs/transform/modernize-branding.md ✅Succeeded View
docs/transform/modernize-connect-to-office365-group-scanner.md ✅Succeeded View
docs/transform/modernize-connect-to-office365-group.md ✅Succeeded View
docs/transform/modernize-customizations.md ✅Succeeded View
docs/transform/modernize-guidance-assessment.md ✅Succeeded View
docs/transform/modernize-guidance.md ✅Succeeded View
docs/transform/modernize-publishing-portal-scanner.md ✅Succeeded View
docs/transform/modernize-publishing-portal.md ✅Succeeded View
docs/transform/modernize-scanner-reports-blogs.md ✅Succeeded View
docs/transform/modernize-scanner-reports-customizedforms.md ✅Succeeded View
docs/transform/modernize-scanner-reports-groupconnect.md ✅Succeeded View
docs/transform/modernize-scanner-reports-infopath.md ✅Succeeded View
docs/transform/modernize-scanner-reports-lists.md ✅Succeeded View
docs/transform/modernize-scanner-reports-pages.md ✅Succeeded View
docs/transform/modernize-scanner-reports-publishingportals.md ✅Succeeded View
docs/transform/modernize-scanner-reports-workflow.md ✅Succeeded View
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docs/transform/modernize-userinterface-lists-and-libraries-optout.md ✅Succeeded View

This comment lists only the first 25 files in the pull request.

docs/community/open-source-projects.md

  • Line 2, Column 1: [Suggestion: ms-service-suggested] Missing required attribute: 'ms.service'. ms.service is suggested for each article that is published on Learn.

docs/transform/modernize-scanner-faq.yml

  • Line 3, Column 3: [Suggestion: ms-service-suggested] Missing required attribute: 'ms.service'. ms.service is suggested for each article that is published on Learn.

For more details, please refer to the build report.

Note: Your PR may contain errors or warnings or suggestions unrelated to the files you changed. This happens when external dependencies like GitHub alias, Microsoft alias, cross repo links are updated. Please use these instructions to resolve them.

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