Migration
 • 
December 5, 2025
 • 
5 mins

How to Migrate Active Directory: A Step-by-Step Guide for SMEs (2026)

Aditya Santhanam
Founder and CTO, Infisign

Active Directory has been the center of sign in and access for small and midsize businesses for many years but the world around it has changed fast. Staff now work from home and use cloud apps all day and old servers are hard to manage and keep safe. 

This guide shows how SMEs can move away from a legacy setup in a secure way. 

You will learn why companies are changing how to prepare the source and target, how to pick the right path and how to complete each step without stress. It also explains what comes next after the move.

Why SMEs Are Migrating Active Directory in 2025

Small and midsize businesses are changing how they manage sign in systems in 2025. Many still use old servers in the office. Staff now work from home and use many cloud apps. Owners want less stress and fewer problems. Modern identity tools feel easier and safer.

  • Security feels risky now. Global security spending will reach about 213 billion dollars in 2025. Old AD boxes do not get strong watches and alerts which is why a good active directory migration plan is becoming essential.
  • Cloud apps are already common. Most small firms now run many apps online and not inside the office. Research shows around 60 percent of organizations run more than half of their workloads in the cloud.
  • People expect easy access. Staff and customers spend more time online and they use phones and laptops at any place. About 26 percent of small firms already sell through online channels. A local AD server makes sign in slow and painful.
  • Skills and costs are tight. Public cloud spend will hit around 723 billion dollars in 2025. Small firms own only a small part of that and they cannot hire many experts. Moving from old domain controllers to a managed identity setup cuts hardware and long tasks and lets teams focus on real work.

Pre-Active Directory Migration Foundations

Small teams want a smooth start before they move from old AD to modern identity. Many problems happen when people rush and skip early checks. A calm foundation makes every next step easier, especially when you’re planning an active directory migration step by step. 

Assess the Current Environment

Many small firms do not fully understand their AD setup until something breaks. A quick review gives you clarity and stops surprises later in the migration.

  • Know what you have today. Count domain controllers users groups devices and apps in one list. Check for slow sign in issues and trust errors. A simple review with the Microsoft assessment tool shows hidden problems early and gives a clear picture before any change takes place.
  • Check how people sign in. Watch how staff use apps in the office and at home. Note every cloud tool that still depends on local AD. This helps you spot weak areas early and plan changes in a safe order without stopping daily work for teams that rely on access.

Map Identity Dependencies

Many tools stay connected to AD even when people forget about them. Understanding these links keeps the move smooth and protects key business work.

  • Find what depends on AD. List printers, shared folders, network gear and business apps that use AD for access. Some older systems may break fast if settings change, which makes it important to review these connections early during AD cloud integration planning.
  • Connect tech to real work. Ask teams which tools they need each day. If sales or finance lose access even for a short time the business slows. 

Select the Right AD Modernization Path

Different firms need different migration paths. Picking the right one keeps the project simple and avoids long trouble later.

  • Pick the path that fits you. Some firms stay hybrid for a short time while others move fully to a cloud directory. Your choice depends on size tools and comfort level. 
  • Match skills and budget. If you do not have deep AD talent you can use a partner or a managed identity service. This avoids long hardware work and complex tasks. 

Pre-Migration Security Checklist

A safe starting point makes the full migration easier. Cleaning up early protects users and avoids moving old problems into the new setup which is key for any ad migration project.

  • Clean and secure your AD. Remove stale accounts and unused groups. Patch domain controllers and check password settings. A clean source makes the shift smooth for users and lowers errors at cutover time. 
  • Prepare backups and rollback. Test your backups before any change. Save group policies and key settings. Make sure you can restore fast if needed. 

Choosing Your Migration Path (Security-First & Cloud-First Approaches)

Choosing a migration path is a big call for any small firm that runs Active Directory. Some teams want the safety of their current setup along with stronger cloud security. Others feel ready to move fully into the cloud and they start thinking about the best way to migrate active directory without stress or risk.

Path 1: Modernize AD with Hybrid Identity

Hybrid identity keeps one foot on your current domain and one foot in modern cloud tools. This path can raise security fast while you move in safe and simple stages and it also helps firms that want to migrate active directory to cloud in gradual steps.

  • Keep one source of truth. Instead of making new accounts again and again you connect Active Directory with Microsoft Entra ID once and everything stays in one flow. Users sign in easily and IT feels lighter because access is managed from one simple place.
  • Layer strong security on top. Entra ID protects every login with conditional access and MFA in a natural way. Cloud and local apps stay safe without slowing people down. Users work freely and the system keeps everything secure in the background.

Path 2: Domain-to-Domain Migration

Domain to domain migration is a good fit when you need a cleaner structure inside Windows or after a merger. You keep an Active Directory at the centre and this path often helps small firms that want to migrate active directory to new server setups without breaking daily work.

  • Tidy the forest and domains. Use intra forest or inter forest migration steps to move objects into a better layout. Many guides suggest starting with users and groups then devices then servers. 
  • Use tested migration tools. Tools like the Active Directory Migration Tool help you move accounts while keeping access rights with SID history. One expert guide notes that trust links plus the right tool are standard for forest moves. 

Path 3: Migration from AD to Cloud Directory

Moving from Active Directory to a cloud directory is the boldest step. Identity shifts fully into a platform. This path suits firms that live mainly in the cloud and want to drop on premises servers and old group policy work and it often becomes the final stage in a full active directory migration journey.

  • Unify identity across apps and devices. Cloud directories give one login for many systems, laptops and phones. Many organisations now use multiple identity systems across their cloud environments, which makes clear AD migration steps even more important for a smooth transition.
  • Retire old servers and save effort. Platforms include tools to move users off domain bound profiles into local ones that the cloud directory can manage.. 

How to Migrate Active Directory Securely

A safe AD migration starts long before the actual move. You fix weak spots in your current setup. You shape a clean target. Then you connect both sides in a safe way which sets the tone for a smooth active directory migration.

Step 1: Build a Clean & Secure Source AD

A dirty or weak source AD brings every problem into the new setup. So you clean first. This step lowers breach risk and makes all later steps simple and predictable.

  • Remove weak and stale accounts. Look for users that no longer work with you and service accounts that nobody remembers. Clear out old groups that serve no real purpose anymore. When fewer doors exist there are fewer chances for trouble and daily control becomes simple and calm.
  • Patch and harden domain controllers. Keep all systems updated and tighten basic security rules across the environment. Give special care to admin accounts and turn on multi factor sign in for powerful users. This step strengthens the heart of your identity setup and makes the rest of the migration feel safe and steady.

Step 2: Prepare the Target Environment

Now you shape the place you want to live in. A clear target lets you test early and keeps the cutover smooth. This is where you align with cloud goals and future tools and set the groundwork for a successful active directory migration.

  • Design the new identity layout. Decide which users groups and devices will live in the new place. 
  • Build and test a safe landing zone. Create the new tenant or new domain and lock it down before real users arrive. Use least privilege for admins and test sign in with a small pilot set. 

Step 3: Set Up Identity Sync

Sync lets both worlds line up while you test. You still run the old AD yet users can start to feel cloud life. Done right this step cuts risk for the final move.

  • Choose the right sync tool. Tools like Azure AD Connect link on premises AD to Microsoft Entra ID so users keep one identity across both sides. Microsoft guidance calls this hybrid identity and shows how it gives one sign in for both cloud and local apps when it is set up with care.
  • Define clear sync rules. Decide which OUs and groups should sync and which should stay local. Filter out test accounts and risky admin objects. Good filters mean fewer sync issues and cleaner cloud identity. 

Step 4: Migrate Users and Groups 

This is the part people feel most. If you plan it well users keep access and barely notice the change. If you rush it they lose files and trust in the project.

  • Start with a pilot then scale out. Move a small friendly group first such as IT and one business team. Use their feedback to fix scripts and runbooks. Guides on AD migration stress test moves with pilot users before larger waves to avoid broad issues that knock out key teams.
  • Preserve access with SID history or mapping. When you move accounts between domains you can keep access rights using SID history or new mapped permissions. Expert advice notes that SID history support is vital when many old file shares still use old SIDs. 

Step 5: Migrate Devices and User Profiles

Moving devices is a big moment because it touches daily work. A calm plan keeps people working while the domain shift happens in the background without drama or surprise logins and helps maintain stability during the active directory migration.

  • Join devices in small waves. Start with test laptops and a small office before you touch the whole fleet. 
  • Keep user data safe and present. Use profile migration tools to move desktops browser data and files without breaking sign in. 

Step 6: Migrate Applications and Service Accounts

Apps and service accounts are often the hidden traps in any move. Bringing them over with care protects access and stops outages that can stall business for hours.

  • Find every app that uses AD. List apps that check passwords or read groups. Many small firms run over 17 software tools each day which means missing even one app can break work. 
  • Secure and modernize service accounts. Rotate passwords remove old rights and create new least privilege accounts in the target. 

Step 7: Move Shared Resources and Infrastructure

Shared resources often carry years of permission history. Handling them slowly keeps teams working and avoids loud surprises that stop key tasks right away.

  • Shift file shares and printers with care. Start with folders that are not used much and move those first. Make sure access works well for users. When everything feels smooth, move the main business folders and printers step by step.
  • Update network and backup links. Change DHCP DNS and backup settings only after careful testing. Slow controlled changes protect the network and keep phones printers and backups running without sudden failures.

Step 8: Run Full Validation & Security Testing

Testing proves that the move is safe. It also shows leaders that users are protected and the business can trust the new identity system without fear.

  • Check sign in and access paths. Test logins for every app device and shared folder across different user groups. 
  • Scan for weak settings in the new setup. Run security scans to find unused admin rights and open ports. 

Step 9: Retire the Old AD Safely

Shutting down the old system is the final milestone. Doing it slowly protects data and avoids sudden loss that can break trust across the business and it closes out the active directory migration with confidence.

  • Decommission in steady phases. Turn off old domain controllers only after full backup and final checks. Many migrations fail when teams rush the last phase. Slow steps build confidence and prevent rollback panic.
  • Remove trusts and clean DNS. Delete legacy trusts and records once you are sure nothing depends on them. Keeping old links in place can cause confusion later and allow old risks to stay alive in the network without any alert.

Post-Migration Security Steps for SMEs

After the move many small firms relax but attackers do not. Fresh setups still need care each week. Post migration work is about watching, learning and fixing fast so one mistake does not grow into a full crisis.

  • Keep watching for trouble. Turn on central logs for sign in activity admin changes and key apps. Make it a habit to review alerts daily so nothing strange goes unnoticed. When you stay aware problems stay small and easy to handle.
  • Roll out MFA everywhere. Start by enabling multi factor sign in for email VPN remote access and admin accounts. Once that feels stable, expand it to all staff. This single step quietly raises security across the whole business without making work harder for users.
  • Train people against phishing. Run simple awareness sessions and small test emails so staff learn how to spot danger quickly. When people know what a bad message looks like they become your strongest line of defense instead of the weakest link.
  • Test your response plan often. Build a simple playbook for account lockouts, stolen laptops and ransomware events. Practice these steps with your team so everyone knows what to do under pressure. When a real incident hits there is no panic, only calm action.

Post-Migration Hardening for SME Security Teams

Once the dust settles the security team can harden the environment. This work is not flashy yet it protects every sign in. Cloud breaches and misconfiguration issues are rising and many attacks now focus on small and mid sized firms. 

  • Lock down cloud settings. Review identity roles, network rules and storage sharing in your cloud. Studies show 23 percent of cloud security incidents come from misconfigurations and some reports say 80 percent of all data breaches link to this type of mistake. 
  • Tighten access and roles. Move to least privilege for admins and service accounts. Remove old rights that nobody needs. Regular reviews catch risky access before an attacker finds it. 
  • Automate patching and updates. Turn on automatic updates for servers, clients and key apps where safe. Use simple reports to see which systems are behind. 
  • Layer stronger monitoring and alerts. Add simple rules for odd sign in locations, mass file downloads and failed admin logins. 

The Future of Identity for SMEs After AD Migration

When you complete an active directory migration, you are not simply changing a platform, you are reshaping the entire strategy for identity in a modern business. 

Traditional AD supported organisations for many years, but it was never built for remote teams, cloud applications, or fast-moving environments.

After migration, SMEs need an identity foundation that is simple, secure, and future ready. This is where Infisign stands out as a strong and forward-looking choice.

  • Single digital identity for every user. Infisign gives every user a single digital identity that works across all devices and all applications. No outdated passwords, no weak access keys, and no endless resets. Users sign in quickly, and IT gains a stable and predictable identity workflow. 
  • Enterprise grade identity protection. Infisign uses strong encryption and zero-knowledge techniques designed to protect identities even against sophisticated attack methods. This level of protection fits perfectly for SMEs whose teams work from home, the office or anywhere in between.
  • Scalable CIAM for growing businesses. Infisign UniFed is a CIAM platform purpose-built for managing customer identities across web and mobile channels. It provides seamless registration, login, progressive profiling, consent capture, and self-service account management in one unified experience. Infisign’s CIAM capabilities help businesses handle high-volume consumer traffic, enforce strong authentication, and maintain privacy and compliance without adding complexity for IT teams.
  • Automated access and user lifecycle control. Infisign IAM Suite strengthens the journey further. You get smart onboarding and offboarding, role-based access, and full visibility into user activity. This prepares you for audits and helps you detect risky behavior before it becomes a real problem. Many routine identity tasks run automatically, giving your team more time to focus on meaningful work.
  • Built for growth and new work patterns. The old AD model required servers, patches, hardware, and long setup routines. After migration, you do not want to return to that world. You want a platform that grows with your company, adapts to new work patterns, and reduces operational strain.

Infisign offers that future for remote-only teams, hybrid environments, and fast-growing SMEs that evolve month by month.

If SMEs want long-term security and operational strength, they need an identity system that leads with clarity and intelligence. Infisign delivers that future. It removes the limitations of legacy AD and provides a modern identity platform that stays resilient year after year.

Book a demo and get future ready identity with Infisign. 

FAQs

What is an Active Directory migration?

It is the process of moving users, groups, devices and access from an old AD setup to a new domain or cloud identity without losing sign in or permissions.

What is the easiest way to migrate Active Directory?

The simplest path is a hybrid identity setup where you clean the source sync users to the cloud, run a pilot then move in small safe waves without downtime.

How long does an AD migration take for a small or mid-size company?

Most small firms finish in four to twelve weeks based on cleanup testing number of apps and how fast users and devices can move in controlled stages.

How to know if an Active Directory migration was successful?

Users sign in smoothly, apps work as expected, no access tickets appear, logs stay clean and the old domain can shut down without breaking daily work.

Step into the future of digital identity and access management.

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Aditya Santhanam
Founder and CTO, Infisign

Aditya is a seasoned technology visionary and the founder and CTO of Infisign. With a deep passion for cybersecurity and identity management, he has spearheaded the development of innovative solutions to address the evolving digital landscape. Aditya's expertise in building robust and scalable platforms has been instrumental in Infisign's success.

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