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Migrating to SharePoint 2013 – Practices & Solution

                                                       Presenter:
                                                        Jay Mehta
                                        Project Lead | Consultant
Webinar Agenda

• Introduction to SharePoint 2013 Migration

• Understanding Migration – Process and Checklist

• Considerations for Migration and Understand Downtime & Disruption

• How To Migrate – Content Database, Service Application Databases & Site Collections

• How To Migrate – Customizations and SharePoint 2013 User Experience

• How To – Validate Migration

• Questions and Answers
Webinar Agenda

• Introduction to SharePoint 2013 Migration

• Understanding Migration – Process and Checklist

• Considerations for Migration and Understand Downtime & Disruption

• How To Migrate – Content Database, Service Application Databases & Site Collections

• How To Migrate – Customizations and SharePoint 2013 User Experience

• How To – Validate Migration

• Questions and Answers
Introduction to SharePoint 2013 Migration

Reasons to Migrate to SharePoint 2013

     Obviously not for minor changes           Storage Infrastructure improvements

     ROI                                       Increase End User Productivity

     Social Enterprise                         Apps and the Marketplace

     Strong and Effective Enterprise Search    Improved BI for Decision Makers

     Web Content Management                    Governance Automation

     Sharing                                   Easy moving to SharePoint 2013 to Office 365
Introduction to SharePoint 2013 Migration

Migration Cycle

          SharePoint 2010




         Plan          Prepare    Test      Implement        Validate




                                                        SharePoint 2013
Introduction to SharePoint 2013 Migration

Server Prerequisites

     Remove previous version of SharePoint.


     To use existing hardware
          Backup your farm using SharePoint backup tool OR PowerShell
          Uninstall Old SharePoint version and other dependent products


     Find more details on TechNet about Hardware and Software for SharePoint 2013.
Introduction to SharePoint 2013 Migration

End Client Software Requirement

     Office 2010 or Office 2013
          Full Offline and integrated experience
     SharePoint Designer
          SPD 2010 only works for SP version 14 sites
          SPD 15 works for both SP versions 14 and 15 sites
     Web Browser
          Internet Explorer 8 or higher
          Firefox (Latest version)
          Chrome (Latest version)
          Apple Safari (Latest version)
Webinar Agenda

• Introduction to SharePoint 2013 Migration

• Understanding Migration – Process and Checklist

• Considerations for Migration and Understand Downtime & Disruption

• How To Migrate – Content Database, Service Application Databases & Site Collections

• How To Migrate – Customizations and SharePoint 2013 User Experience

• How To – Validate Migration

• Questions and Answers
Understanding Migration – Process and Checklist

Migration Methods

      Database Attach
            Supported Databases for Database Attach Method




 Content Databases        Project Databases        Search Admin Database   Profile Database




 Social Database      Managed Metadata Databases   Secure Store Database   Access Database
Understanding Migration – Process and Checklist

Migration Methods

     Database Attach
         Unsupported Databases for Database Attach Method




       Configuration Databases     Sync Database             Search Index Databases



     In-Place Farm Upgrade (NOT SUPPORTED)
Understanding Migration – Process and Checklist

Preparing Check list

      Content Databases


      Service Applications


      Farm/Web Application


      Farm Settings


      List down all the customizations


      Plan Upgrade Performance
Webinar Agenda

• Introduction to SharePoint 2013 Migration

• Understanding Migration – Process and Checklist

• Considerations for Migration and Understand Downtime & Disruption

• How To Migrate – Content Database, Service Application Databases & Site Collections

• How To Migrate – Customizations and SharePoint 2013 User Experience

• How To – Validate Migration

• Questions and Answers
Considerations for Migration and Understand Downtime & Disruption



 •   Migration –what can’t be?                 •   URL Changes after the migration
       PowerPoint Broadcast site collection
       Content Editor Web parts are no
         longer supported? Any replacement?    •   Governance and Notification Plan
         Script Editor Web part.
                                               •   Customization – Code and Codeless
 •   Understand Downtime and Disruption

 •   Performance                               •   Clean-up the Environment


 •   Farm Topology
Webinar Agenda

• Introduction to SharePoint 2013 Migration

• Understanding Migration – Process and Checklist

• Considerations for Migration and Understand Downtime & Disruption

• How To Migrate – Content Database, Service Application Databases & Site
  Collections

• How To Migrate – Customizations and SharePoint 2013 User Experience

• How To – Validate Migration

• Questions and Answers
How To Migrate – Content Database, Service Application Databases & Site Collections


PowerShell Commands
                                      Services
      Farm                               New-SPBusinessDataCatalogServiceApplication
          Upgrade-SPFarm                  New-SPMetadataServiceApplication
      Content Database                   New-SPPerformancePointServiceApplication
         Mount-SPContentDatabase          New-SPProfileServiceApplication
         Test-SPContentDatabase           New-SPProjectServiceApplication
         Upgrade-SPContentDatabase        New-New-SPSecureStoreApplication
      Site                               New-SPSubscriptionSettingsServiceApplication
         Test-SPSite
         Repair-SPSite
         Upgrade-SPSite
How To Migrate – Content Database, Service Application Databases & Site Collections


Create Web Applications for Upgrade
How To Migrate – Content Database, Service Application Databases & Site Collections


Migrate Content Database
How To Migrate – Content Database, Service Application Databases & Site Collections


Deferred Site Collection Upgrade

      Faster upgrade approach
      It is the replacement of Visual Upgrade feature
      Visual upgrade preserves old master pages, CSS and HTML files only where deferred site
       collection upgrade preserves many things, even Features.
      This upgrade allows you to use previous version of SharePoint UI seamlessly.
      Main difference – Site Collection (SPSite) UI will be upgraded granularly instead of Site
       (SPWeb).
      “Once the site collection is upgraded then it cannot be rolled back.”
Page Rendering Coexistence
How To Migrate – Content Database, Service Application Databases & Site Collections


Feature Fallback Behavior

                                         SP 2013 Features List
 SP 2013 Mode
 Lookups
                   SP 2013 Features        SP 2013                  Deprecated
                    SP 2010 Features     Features Only           Features - “Hidden”

                                         SP 2010 Features List
 SP 2010 Mode
 Lookups
                     SP 2010 Features
                                            SP 2010              SP 2010 Deprecated
                   replaced by SP 2013
                                         Features Only                Features
                         Features
Webinar Agenda

• Introduction to SharePoint 2013 Migration

• Understanding Migration – Process and Checklist

• Considerations for Migration and Understand Downtime & Disruption

• How To Migrate – Content Database, Service Application Databases & Site Collections

• How To Migrate – Customizations and SharePoint 2013 User Experience

• How To – Validate Migration

• Questions and Answers
How To Migrate – Customizations and SharePoint 2013 User Experience


Understand Customization Categories

      UI
      Information Structure
      Back-end Service Applications
      3rd Party Customizations


SharePoint 2013 User Experience


      SP Mode 14
      SP Mode 15
How To Migrate – Customizations and SharePoint 2013 User Experience


Copy Customizations to SP 2013 Farm
Webinar Agenda

• Introduction to SharePoint 2013 Migration

• Understanding Migration – Process and Checklist

• Considerations for Migration and Understand Downtime & Disruption

• How To Migrate – Content Database, Service Application Databases & Site Collections

• How To Migrate – Customizations and SharePoint 2013 User Experience

• How To – Validate Migration

• Questions and Answers
How To – Validate Migration

Review Logs

     Upgrade Logs


     Application Event Logs
How To – Validate Migration

Validate Migrated Environment

     Review and Validate Web Applications
     Review and Validate Services
     Validate External Data Sources
          InfoPath
          BCS Connections (External Content Types and External Lists)
          Excel Services connections
          External targets for Enterprise Search
     Authentication Providers
     Customization defects and fixes
How about Migration from MOSS 2007 to SP 2013?

• Yes, It’s possible!!!

• There is no need to stop at SharePoint 2010

• Fact – “There is no direct migration from MOSS 2007 to SharePoint 2013”
Webinar Agenda

• Introduction to SharePoint 2013 Migration

• Understanding Migration – Process and Checklist

• Considerations for Migration and Understand Downtime & Disruption

• How To Migrate – Content Database, Service Application Databases & Site Collections

• How To Migrate – Customizations and SharePoint 2013 User Experience

• How To – Validate Migration

• Questions and Answers
Question and Answers
             Write to us: info@cygnet-infotech.com
To get free consultation on your Migration queries
Thank You

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2013 01 23 migrating to share point 2013 - practices and solution

  • 1. Migrating to SharePoint 2013 – Practices & Solution Presenter: Jay Mehta Project Lead | Consultant
  • 2. Webinar Agenda • Introduction to SharePoint 2013 Migration • Understanding Migration – Process and Checklist • Considerations for Migration and Understand Downtime & Disruption • How To Migrate – Content Database, Service Application Databases & Site Collections • How To Migrate – Customizations and SharePoint 2013 User Experience • How To – Validate Migration • Questions and Answers
  • 3. Webinar Agenda • Introduction to SharePoint 2013 Migration • Understanding Migration – Process and Checklist • Considerations for Migration and Understand Downtime & Disruption • How To Migrate – Content Database, Service Application Databases & Site Collections • How To Migrate – Customizations and SharePoint 2013 User Experience • How To – Validate Migration • Questions and Answers
  • 4. Introduction to SharePoint 2013 Migration Reasons to Migrate to SharePoint 2013  Obviously not for minor changes  Storage Infrastructure improvements  ROI  Increase End User Productivity  Social Enterprise  Apps and the Marketplace  Strong and Effective Enterprise Search  Improved BI for Decision Makers  Web Content Management  Governance Automation  Sharing  Easy moving to SharePoint 2013 to Office 365
  • 5. Introduction to SharePoint 2013 Migration Migration Cycle SharePoint 2010 Plan Prepare Test Implement Validate SharePoint 2013
  • 6. Introduction to SharePoint 2013 Migration Server Prerequisites  Remove previous version of SharePoint.  To use existing hardware  Backup your farm using SharePoint backup tool OR PowerShell  Uninstall Old SharePoint version and other dependent products  Find more details on TechNet about Hardware and Software for SharePoint 2013.
  • 7. Introduction to SharePoint 2013 Migration End Client Software Requirement  Office 2010 or Office 2013  Full Offline and integrated experience  SharePoint Designer  SPD 2010 only works for SP version 14 sites  SPD 15 works for both SP versions 14 and 15 sites  Web Browser  Internet Explorer 8 or higher  Firefox (Latest version)  Chrome (Latest version)  Apple Safari (Latest version)
  • 8. Webinar Agenda • Introduction to SharePoint 2013 Migration • Understanding Migration – Process and Checklist • Considerations for Migration and Understand Downtime & Disruption • How To Migrate – Content Database, Service Application Databases & Site Collections • How To Migrate – Customizations and SharePoint 2013 User Experience • How To – Validate Migration • Questions and Answers
  • 9. Understanding Migration – Process and Checklist Migration Methods  Database Attach  Supported Databases for Database Attach Method Content Databases Project Databases Search Admin Database Profile Database Social Database Managed Metadata Databases Secure Store Database Access Database
  • 10. Understanding Migration – Process and Checklist Migration Methods  Database Attach  Unsupported Databases for Database Attach Method Configuration Databases Sync Database Search Index Databases  In-Place Farm Upgrade (NOT SUPPORTED)
  • 11. Understanding Migration – Process and Checklist Preparing Check list  Content Databases  Service Applications  Farm/Web Application  Farm Settings  List down all the customizations  Plan Upgrade Performance
  • 12. Webinar Agenda • Introduction to SharePoint 2013 Migration • Understanding Migration – Process and Checklist • Considerations for Migration and Understand Downtime & Disruption • How To Migrate – Content Database, Service Application Databases & Site Collections • How To Migrate – Customizations and SharePoint 2013 User Experience • How To – Validate Migration • Questions and Answers
  • 13. Considerations for Migration and Understand Downtime & Disruption • Migration –what can’t be? • URL Changes after the migration  PowerPoint Broadcast site collection  Content Editor Web parts are no longer supported? Any replacement? • Governance and Notification Plan Script Editor Web part. • Customization – Code and Codeless • Understand Downtime and Disruption • Performance • Clean-up the Environment • Farm Topology
  • 14. Webinar Agenda • Introduction to SharePoint 2013 Migration • Understanding Migration – Process and Checklist • Considerations for Migration and Understand Downtime & Disruption • How To Migrate – Content Database, Service Application Databases & Site Collections • How To Migrate – Customizations and SharePoint 2013 User Experience • How To – Validate Migration • Questions and Answers
  • 15. How To Migrate – Content Database, Service Application Databases & Site Collections PowerShell Commands  Services  Farm New-SPBusinessDataCatalogServiceApplication Upgrade-SPFarm New-SPMetadataServiceApplication  Content Database New-SPPerformancePointServiceApplication Mount-SPContentDatabase New-SPProfileServiceApplication Test-SPContentDatabase New-SPProjectServiceApplication Upgrade-SPContentDatabase New-New-SPSecureStoreApplication  Site New-SPSubscriptionSettingsServiceApplication Test-SPSite Repair-SPSite Upgrade-SPSite
  • 16. How To Migrate – Content Database, Service Application Databases & Site Collections Create Web Applications for Upgrade
  • 17. How To Migrate – Content Database, Service Application Databases & Site Collections Migrate Content Database
  • 18. How To Migrate – Content Database, Service Application Databases & Site Collections Deferred Site Collection Upgrade  Faster upgrade approach  It is the replacement of Visual Upgrade feature  Visual upgrade preserves old master pages, CSS and HTML files only where deferred site collection upgrade preserves many things, even Features.  This upgrade allows you to use previous version of SharePoint UI seamlessly.  Main difference – Site Collection (SPSite) UI will be upgraded granularly instead of Site (SPWeb).  “Once the site collection is upgraded then it cannot be rolled back.”
  • 20. How To Migrate – Content Database, Service Application Databases & Site Collections Feature Fallback Behavior SP 2013 Features List SP 2013 Mode Lookups SP 2013 Features  SP 2013 Deprecated SP 2010 Features Features Only Features - “Hidden” SP 2010 Features List SP 2010 Mode Lookups SP 2010 Features SP 2010 SP 2010 Deprecated replaced by SP 2013 Features Only Features Features
  • 21. Webinar Agenda • Introduction to SharePoint 2013 Migration • Understanding Migration – Process and Checklist • Considerations for Migration and Understand Downtime & Disruption • How To Migrate – Content Database, Service Application Databases & Site Collections • How To Migrate – Customizations and SharePoint 2013 User Experience • How To – Validate Migration • Questions and Answers
  • 22. How To Migrate – Customizations and SharePoint 2013 User Experience Understand Customization Categories  UI  Information Structure  Back-end Service Applications  3rd Party Customizations SharePoint 2013 User Experience  SP Mode 14  SP Mode 15
  • 23. How To Migrate – Customizations and SharePoint 2013 User Experience Copy Customizations to SP 2013 Farm
  • 24. Webinar Agenda • Introduction to SharePoint 2013 Migration • Understanding Migration – Process and Checklist • Considerations for Migration and Understand Downtime & Disruption • How To Migrate – Content Database, Service Application Databases & Site Collections • How To Migrate – Customizations and SharePoint 2013 User Experience • How To – Validate Migration • Questions and Answers
  • 25. How To – Validate Migration Review Logs  Upgrade Logs  Application Event Logs
  • 26. How To – Validate Migration Validate Migrated Environment  Review and Validate Web Applications  Review and Validate Services  Validate External Data Sources  InfoPath  BCS Connections (External Content Types and External Lists)  Excel Services connections  External targets for Enterprise Search  Authentication Providers  Customization defects and fixes
  • 27. How about Migration from MOSS 2007 to SP 2013? • Yes, It’s possible!!! • There is no need to stop at SharePoint 2010 • Fact – “There is no direct migration from MOSS 2007 to SharePoint 2013”
  • 28. Webinar Agenda • Introduction to SharePoint 2013 Migration • Understanding Migration – Process and Checklist • Considerations for Migration and Understand Downtime & Disruption • How To Migrate – Content Database, Service Application Databases & Site Collections • How To Migrate – Customizations and SharePoint 2013 User Experience • How To – Validate Migration • Questions and Answers
  • 29. Question and Answers Write to us: info@cygnet-infotech.com To get free consultation on your Migration queries