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Rewrite classic page transformation guidance around PnP PowerShell - #10964

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jansenbe merged 13 commits into
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TaoziZ03:titao/page-transformation-stage2
Jul 30, 2026
Merged

Rewrite classic page transformation guidance around PnP PowerShell#10964
jansenbe merged 13 commits into
SharePoint:mainfrom
TaoziZ03:titao/page-transformation-stage2

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@TaoziZ03 TaoziZ03 commented Jul 27, 2026

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Summary

  • Rewrite the classic page transformation hub as a beginner-first, five-step workflow.
  • Make PnP PowerShell the primary execution path from Microsoft 365 Assessment output.
  • Add a dedicated transformed-page validation task.
  • Move .NET, mappings, cross-site behavior, configuration, and videos under Reference while preserving their existing URLs.
  • Route executable transformation guidance through one canonical PowerShell article instead of duplicating commands in Assessment pages.

Why

Stage 1 added the Classic Page Assessment and its handoff to page transformation. This draft starts Stage 2 by turning that handoff into a safe execution path.

The 423-page documentation dogfood demonstrated that MappingPercentage=100 doesn't guarantee successful or complete output: one selected page failed during mapping, and one zero-part page produced a blank target. The Stage 2 flow therefore treats readiness as a planning signal and makes representative-wave validation mandatory.

Current draft

Beginner workflow

The transformation hub now guides readers through:

  1. Select candidates from completed Assessment coverage.
  2. Resolve blockers and choose an in-place or cross-site target.
  3. Prepare a tenant-owned PnP PowerShell application.
  4. Transform a representative wave.
  5. Validate every page before expanding the wave.

The same ordered workflow is stored in a reusable include.

PnP PowerShell primary path

The rewritten PowerShell task:

  • Builds non-writing representative groups from classicpages.csv and classicpagewebparts.csv using page type, layout, and ordered Web Part signatures.
  • Uses companion scripts to transform all selected representatives and to refuse expansion until the representative manifest and validated results match.
  • Requires PowerShell 7.4.0 or later and a current PnP PowerShell release.
  • Explains the mandatory tenant-owned application and client ID.
  • Uses delegated SharePoint AllSites.Manage for pages that inherit library permissions.
  • Reserves AllSites.FullControl for preserving item-level unique permissions.
  • Resolves the exact approved file and converts by list item ID.
  • Creates a draft target with -DontPublish.
  • Preserves the source and omits -Overwrite, -TakeSourcePageName, and home-page replacement.
  • Enables file logging and stops the wave on failures or content mismatches.

Validation

The new validation article covers:

  • Source retention and target existence.
  • Transformation logs and skipped mappings.
  • Content, Web Parts, layout, links, images, metadata, permissions, and publication state.
  • Blank and partial targets.
  • Per-page wave records, approval ownership, and expansion gates.

Scope

This PR covers classic page transformation only.

It doesn't cover Lists, broad Extensibility, InfoPath, AddInsACS, Alerts, Groupify, end-to-end site modernization, or Scanner archival. Scanner archival remains Stage 3.

Existing advanced-reference files and public URLs remain unchanged.

Grounding and validation

  • Rebased on merged PR Add Classic Page Assessment and transformation handoff guidance #10961 and the latest upstream main.
  • Checked against current ConvertTo-PnPPage, Connect-PnPOnline, Get-PnPFile, Get-PnPProperty, and app-registration documentation/help.
  • Checked against the current PnP PowerShell cmdlet implementation and PnP Framework behavior.
  • PowerShell examples parse successfully.
  • All documented PnP parameters exist in the tested PnP PowerShell module.
  • Changed local links and includes resolve.
  • Safety pressure-testing identified and corrected exact-file, permission-inheritance, publication-state, and runtime prerequisites.
  • The companion script Pester suite passes 13/13 tests; the embedded Learn copies match the reviewed script files by SHA-256.
  • The current-head spo-documentation-agent final gate returned No Must Fix findings and Approved; ready for maintainer review.
  • External review follow-up added exact Assessment app registration, sovereign Audit fallbacks, readiness/page-type matrices, Community Script Editor safety guidance, draft rollback, and direct modern-page feature troubleshooting.
  • A live WikiPage run completed Assessment → representative grouping → WhatIf → draft conversion → validation with Created / Passed. The source remained unchanged, the target remained unpublished, and 2 assessed WikiText parts produced 2 modern text controls.
  • The live run exposed and verified the cross-timezone ModifiedAt fix by normalizing Assessment runner-local and SharePoint site-local timestamps to UTC.
  • OpenPublishing, PoliCheck, and CLA pass at the current head.

Companion script PR

The full script source is embedded in a dedicated Learn article in this PR. The reusable script files are also under review in:

pnp/modernization#676

Remaining Stage 2 verification and follow-up

  • Validate and update advanced security, approach, configuration, .NET, mapping, and video references.
  • Complete publishing-page, custom-layout, cross-site, unattended-authentication, and live expanded-wave validation.

This PR is intentionally a draft for author review while those slices continue.

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docs/transform/modernize-userinterface-site-pages-wave-scripts.md

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docs/transform/modernize-userinterface-site-pages-validation.md

  • Line 0, Column 0: [Suggestion: filename-incomplete - See documentation] The filename contains an incomplete word, misspelled word, acronym, or abbreviation that is disallowed.

docs/transform/modernize-userinterface-site-pages-wave-scripts.md

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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 0fa9dfb:

💡 Validation status: suggestions

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docs/transform/modernize-userinterface-site-pages-validation.md 💡Suggestion View Details
docs/transform/modernize-userinterface-site-pages-wave-scripts.md 💡Suggestion View Details
docs/toc.yml ✅Succeeded View
docs/transform/assess-sharepoint-modernization.md ✅Succeeded View
docs/transform/assessment-tool-classic-pages-report.md ✅Succeeded View
docs/transform/assessment-tool-classic-pages-requirements.md ✅Succeeded View
docs/transform/assessment-tool-classic-pages-run.md ✅Succeeded View
docs/transform/assessment-tool-classic-pages.md ✅Succeeded View
docs/transform/assessment-tool-publishing-coverage.md ✅Succeeded View
docs/transform/modernize-userinterface-site-pages-powershell.md ✅Succeeded View
docs/transform/modernize-userinterface-site-pages.md ✅Succeeded View
includes/scripts/page-transformation/Convert-RepresentativePages.ps1 ✅Succeeded View
includes/scripts/page-transformation/Convert-SelectedPages.ps1 ✅Succeeded View
includes/scripts/page-transformation/PageTransformation.Common.ps1 ✅Succeeded View
includes/snippets/modernization/classic-page-transformation-workflow.md ✅Succeeded View

docs/transform/modernize-userinterface-site-pages-validation.md

  • Line 0, Column 0: [Suggestion: filename-incomplete - See documentation] The filename contains an incomplete word, misspelled word, acronym, or abbreviation that is disallowed.

docs/transform/modernize-userinterface-site-pages-wave-scripts.md

  • Line 0, Column 0: [Suggestion: filename-incomplete - See documentation] The filename contains an incomplete word, misspelled word, acronym, or abbreviation that is disallowed.

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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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 9eb1e27:

💡 Validation status: suggestions

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docs/transform/modernize-userinterface-site-pages-validation.md 💡Suggestion View Details
docs/transform/modernize-userinterface-site-pages-wave-scripts.md 💡Suggestion View Details
docs/toc.yml ✅Succeeded View
docs/transform/assess-sharepoint-modernization.md ✅Succeeded View
docs/transform/assessment-tool-classic-pages-report.md ✅Succeeded View
docs/transform/assessment-tool-classic-pages-requirements.md ✅Succeeded View
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docs/transform/assessment-tool-classic-pages.md ✅Succeeded View
docs/transform/assessment-tool-publishing-coverage.md ✅Succeeded View
docs/transform/modernize-userinterface-site-pages-powershell.md ✅Succeeded View
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includes/scripts/page-transformation/Convert-RepresentativePages.ps1 ✅Succeeded View
includes/scripts/page-transformation/Convert-SelectedPages.ps1 ✅Succeeded View
includes/scripts/page-transformation/PageTransformation.Common.ps1 ✅Succeeded View
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docs/transform/modernize-userinterface-site-pages-validation.md

  • Line 0, Column 0: [Suggestion: filename-incomplete - See documentation] The filename contains an incomplete word, misspelled word, acronym, or abbreviation that is disallowed.

docs/transform/modernize-userinterface-site-pages-wave-scripts.md

  • Line 0, Column 0: [Suggestion: filename-incomplete - See documentation] The filename contains an incomplete word, misspelled word, acronym, or abbreviation that is disallowed.

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.

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 5ef80c7:

💡 Validation status: suggestions

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docs/transform/modernize-userinterface-site-pages-validation.md 💡Suggestion View Details
docs/transform/modernize-userinterface-site-pages-wave-scripts.md 💡Suggestion View Details
docs/toc.yml ✅Succeeded View
docs/transform/assess-sharepoint-modernization.md ✅Succeeded View
docs/transform/assessment-tool-classic-pages-report.md ✅Succeeded View
docs/transform/assessment-tool-classic-pages-requirements.md ✅Succeeded View
docs/transform/assessment-tool-classic-pages-run.md ✅Succeeded View
docs/transform/assessment-tool-classic-pages.md ✅Succeeded View
docs/transform/assessment-tool-publishing-coverage.md ✅Succeeded View
docs/transform/modernize-userinterface-site-pages-powershell.md ✅Succeeded View
docs/transform/modernize-userinterface-site-pages.md ✅Succeeded View
includes/scripts/page-transformation/Convert-RepresentativePages.ps1 ✅Succeeded View
includes/scripts/page-transformation/Convert-SelectedPages.ps1 ✅Succeeded View
includes/scripts/page-transformation/PageTransformation.Common.ps1 ✅Succeeded View
includes/snippets/modernization/classic-page-transformation-workflow.md ✅Succeeded View

docs/transform/modernize-userinterface-site-pages-validation.md

  • Line 0, Column 0: [Suggestion: filename-incomplete - See documentation] The filename contains an incomplete word, misspelled word, acronym, or abbreviation that is disallowed.

docs/transform/modernize-userinterface-site-pages-wave-scripts.md

  • Line 0, Column 0: [Suggestion: filename-incomplete - See documentation] The filename contains an incomplete word, misspelled word, acronym, or abbreviation that is disallowed.

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.

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

Information: PoliCheck | Severity Guidance | Term
For any questions: Try searching the learn.microsoft.com contributor guides or post your question in the Learn support channel.

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Learn Build status updates of commit eb5be1e:

💡 Validation status: suggestions

File Status Preview URL Details
docs/transform/modernize-userinterface-site-pages-validation.md 💡Suggestion View Details
docs/transform/modernize-userinterface-site-pages-wave-scripts.md 💡Suggestion View Details
docs/toc.yml ✅Succeeded View
docs/transform/assess-sharepoint-modernization.md ✅Succeeded View
docs/transform/assessment-tool-classic-pages-report.md ✅Succeeded View
docs/transform/assessment-tool-classic-pages-requirements.md ✅Succeeded View
docs/transform/assessment-tool-classic-pages-run.md ✅Succeeded View
docs/transform/assessment-tool-classic-pages.md ✅Succeeded View
docs/transform/assessment-tool-publishing-coverage.md ✅Succeeded View
docs/transform/modernize-userinterface-site-pages-powershell.md ✅Succeeded View
docs/transform/modernize-userinterface-site-pages.md ✅Succeeded View
includes/scripts/page-transformation/Convert-RepresentativePages.ps1 ✅Succeeded View
includes/scripts/page-transformation/Convert-SelectedPages.ps1 ✅Succeeded View
includes/scripts/page-transformation/PageTransformation.Common.ps1 ✅Succeeded View
includes/snippets/modernization/classic-page-transformation-workflow.md ✅Succeeded View

docs/transform/modernize-userinterface-site-pages-validation.md

  • Line 0, Column 0: [Suggestion: filename-incomplete - See documentation] The filename contains an incomplete word, misspelled word, acronym, or abbreviation that is disallowed.

docs/transform/modernize-userinterface-site-pages-wave-scripts.md

  • Line 0, Column 0: [Suggestion: filename-incomplete - See documentation] The filename contains an incomplete word, misspelled word, acronym, or abbreviation that is disallowed.

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.

@TaoziZ03
TaoziZ03 marked this pull request as ready for review July 29, 2026 09:26
@jansenbe
jansenbe merged commit d9ce524 into SharePoint:main Jul 30, 2026
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