Tips and Tricks to SharePoint Migration

Transcription

1 30 May 2015 Tips and Tricks to SharePoint Migration Mike Maadarani

2 Thanks to our Sponsors! Platinum: Gold: Silver: Raffle:

3 More Fun Stuff Raffle: Please join us in the Atrium at 5:15 PM for the raffle. We are raffling some exciting prizes including Fitbits, HP tablets, and who knows, maybe a Surface 3 (need to be present to win)!!! SharePint will be held at Mad Mex (370 Atwood St, Pittsburgh, PA 15213). While it starts at 5:30 PM, there s no end time!!!! Pittsburgh Area SharePoint User Group Meets at the Microsoft office on the North Shore More Info: SharePoint-User-Group /about

4 We do Request that You fill out the Session Evals. These will also be your Raffle tickets. Print your name clearly if you intend to participate in the Raffle and drop the forms at the registration desk after the last session. You visit the sponsors. The event is possible due to their generous support and we request that you visit them and inquire about their products & services. Cell phones be kept on silent as a courtesy to other attendees and speakers

5 Welcome & Introductions Mike Maadarani, Ottawa App Dev and Architecture for over 20 years (17 Years Microsoft, 3 Years with the Other Guys ) Business focused on Enterprise Content Management & Publishing Sites Technology focused on SharePoint, SQL Server and SharePoint Integration Architect, trainer, and presenter mike@maadarani.com

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

7 Why should I consider SharePoint 2013?

8 Others have it! Sooner or later, you will need SharePoint! 3 reasons why SP 2013 is better than Sex: You can usually find someone to do it with A little Scotch and you can usually do it all night! If you don t finish, you won t gain a reputation of a SharePoint Teaser Wheel is still there, but friendlier message

9 History recap

10 2006

11 : Revolutionary Trends

12 SharePoint 2013

13 SharePoint Evolution to 2016

14 Should I upgrade?

15 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

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19 Should I upgrade or migrate?

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

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22 Analyze: Decision Points Content Analysis File Shares 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

23 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

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

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

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

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29 Private Cloud Farm Solutions Sandbox Solutions Expensive to run Expensive to maintain We know what we know We expect innovation and great new features

30 Azure If you re used to a virtual environment, you re ready for Azure A few quirks Farm Solutions Sandbox Solutions Pricier Not clear on upfront cost

31 SharePoint Online No Farm Solutions Limited Sandbox Solutions More script and CSOM code is being added Totally based on access AND seats Usually cheaper that the other options New Features come online first Updates are almost every quarter Good support from MS and the partners

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

33 Upgrade Scenarios Gradual Upgrade In-Place Upgrade

34 Database Upgrade All content databases Search administration BDC Managed Metadata PerformancePoint Secure store User Profile databases

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36 Identify SPO Gaps Midsize Business plan or higher for AD integration Midsize, Enterprise E1 or higher for Yammer Based on size and number of items Lots of vendors, some are the same core engine 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 App Store is rich with many solutions

37 Real world content Out of date Duplicated Difficult to find delete/archive/migrate triage reorganization tagging with metadata

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

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

40 Why remediation is required Cannot be migrated as is Cannot be migrated Should not be migrated

41 Content remediation

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

43 Use OneDrive For Business Migrate your MySite and personal files Personal Sites must be created first before you migrate Bulk migration requires an account to be added to the personal sites Use PowerShell to add a migration account to the admin group for individual personal sites Remove when done with migration Bulk Site creation is available through CSOM API

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

46 Steps to migration Migrate your Service Applications First

47 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 AD Sync On-premises Search Consider Hybrid Search MMS, Secure Store, BCS, PerformancePoint, User Profile Consider DB Upgrade

48 Migration considerations The migration to the cloud must be performed remotely User identities are different

49 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

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

51 Execute: Content Migration NO migration is 100% success

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

53 Sustain: Action Points What is your disaster recovery plan? SPO, No action 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?

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55 Recap Schedule Communications Hybrid strategy

56 Keys to success People Source system knowledge (System X) Target system knowledge (SharePoint Online) Knowledge Development Knowledge management How to structure the data Realistic timelines Commitment Strong steering committee

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58 Thank you! Mike Maadarani

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