Welcome and Intro. Mike Maadarani, Ottawa

Transcription

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2 Welcome and Intro Mike Maadarani, Ottawa App Dev and Architecture for over 22 years (19 Years Microsoft, 3 Years with the Other Guys ) Business focused on Enterprise Content Management, Search, & Publishing Sites Architect, trainer, and presenter mike@creospark.com

3 SHAREPOINT SATURDAY ST.LOUIS 2018 Gold Sponsors Silver Sponsors Bronze Sponsors

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5 Cloud Hybrid Migration Life Cycle Agenda Content & Apps Process Overview Closing and Q&A

6 History recap

7 2006

8 : Revolutionary Trends

9 SharePoint 2013

10 SharePoint Evolution to 2016

11 Should I upgrade?

12 Overview What is Migration? The movement from one location (Source) to another location (Target) What is IT Migration? People, Hardware, Software, Systems, Data, Information, Business Processes, Applications, Services What is Information Migration? The movement of documents, metadata, taxonomy and structure, security, and business process logic

13 Should I upgrade or migrate?

14 Migration/Upgrade Lifecycle SOURCE File Share Exchange Public Folders Lotus Notes Web Content SharePoint Other LOB Systems Analysis Plan Execute Assess Sustain TARGET SharePoint Online SharePoint On- Premises

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16 Analyze: Decision Points Content Analysis File Shares Personal Content Exchange Public Folders Notes Databases Existing SharePoint farms Web Content Other lines of business applications Who is involved? Stakeholder(s) (Accountability) Business Drivers (Awareness) Information Technology (Accessibility) Individual(s) (Owner) Where is our content? Hosted or In House Centralized or Decentralized Local or Abroad

17 Analyze: Decision Points Content Analysis How much content? How large? How many layers? (Web Applications, Site Collections, Sites) Content Types, Metadata? CTH? Security Levels Workflows Linked Information M.U.D.R (Systems and Content) Maintain Upgrade Dispose Replace

18 Analyze: Decision Points Service Applications Analysis Search Managed Metadata Secure Store (must be done before BCS) BCS User Profiles PerformancePoint

19 Analyze: Decision Points Custom Code WSP Event receivers Apps (if 2013 to Online) Workflows Etc 3 rd Party Tools

20 Analyze: Action Points Action Items Roles and Responsibility Matrix Content Inventory Worksheet Security Report Decision: Build or Buy migration tools AND services

21 Step 2 Plan your battle

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23 Private Cloud Full Access Farm Solutions Sandbox Solutions $$ Expensive to run Expensive to maintain Traditional We know what we know We expect innovation and great new features

24 Azure VMs for you needs If you re used to a virtual environment, you re ready for Azure A few quirks Full Access Farm Solutions Sandbox Solutions $$ Pricier Not clear on upfront cost

25 SharePoint Online Limited Access No Farm Solutions SharePoint Framework, Modern, Azure Apps, Functions, etc. $$ Totally based on access AND seats Usually cheaper that the other options Features and Support New Features come online first Updates are almost every quarter Great support from MS and the partners community

26 Hybrid Solution Online + On-premises Online + Azure Azure + On-Premises

27 Upgrade Scenarios Gradual Upgrade Database Attach Upgrade In-Place Upgrade

28 Database Upgrade Usually cheaper that the other options All Content databases Search administration BDC Managed Metadata PerformancePoint Secure store User Profile databases

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30 Identify SPO Gaps Federation Midsize Business plan or higher for AD integration Midsize, Enterprise E1 or higher for Yammer Migration costs Based on size and number of items Lots of vendors, some are the same core engine Farm Features Farm solutions are not supported in Office 365 Need to know what is in the farm, and where they are being used, to create a remediation plan 3 rd party solutions App Store is rich with many solutions Framework

31 Real world content Most companies have content that is: Out of date Duplicated Difficult to find Would benefit from: delete/archive/migrate triage reorganization tagging with metadata

32 Plan: Decision Points Where will the content go? OneDrive for Business Site Collections Sites Pages Libraries What will the content do? Policy Management Business Process Search ability Metadata Communicate and Train!

33 Remediation Why is remediation required? What to remediate? How to remediate?

34 Why remediation is required Some customizations: Cannot be migrated as is Some content: Cannot be migrated Should not be migrated Personal Content

35 Content remediation

36 Customization remediation Branding Solutions User Interface Components Provisioning Solutions Other Built-in Functionalities Content Types and Site Columns Integration/ Maintenance Solutions

37 Use OneDrive For Business Create Personal Sites Assign Permissions Migrate Remove Permissions

38 Execute your migration

39 Choosing your migration approach Self-service migration Manual Tools-based migration Manual/auto using tools Complex migration Includes custom code Involve experts

40 Steps to migration Migrate your Service Applications First

41 Service Apps Online Search Consider Hybrid Search MMS You want to consider 3 rd party tools BCS You need Hybrid environment PerformancePoint PowerBI, PowerView User Profile O365 Groups Profiles AD Sync On-premises Search Consider Hybrid Search MMS, Secure Store, BCS, PerformancePoint, User Profile Consider DB Upgrade

42 Migration considerations The migration to the cloud must be performed remotely; OR Send the hard drive to O365 User identities are different

43 Execute: Code Migration Do you really want to migrate? Use OOB if possible Rebuild if needed Test against trial content Finalize and lock down code deployment

44 Execute: Content Migration Triage your content Delta Migration Assess Divide and Conquer Reconfigure your scripts/strategy Follow your Plan Try again

45 Execute: Content Migration NO migration is 100% success

46 Assess: Action Points Assess your content Re-run migration for missing content How is the current state performing/growing? Storage Security Performance Event Log

47 Sustain: Action Points What is your disaster recovery plan? SPO, No action Backup/Restore On-Premises, Plan and implement a DR site Turn off old farm, but do not kill it What are our growth metrics? How we will manage issue tracking and support?

48 In Closing

49 Recap Analyze Plan Schedule Communications Hybrid strategy Triage the content Remediate Migrate Assess Sustain

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51 Thank