Netwoven webinar - 7 Fatal Mistakes when migrating from SharePoint 2007 to 2010
- 1. SharePoint 2010 Migration Welcome Everyone! Thank you for joining us as we explore the 7 Fatal Mistakes Made When Migrating From SP 2007 to SP 2010
- 2. Question & Answer Session • Webinar content will last for 50 minutes followed by Q&A session which will last until all questions have been answered or 11:30 AM, whichever comes first. • If you have a question or an issue: – Type your question in the question window of the GoToWebinar control panel on the right side of your Sandy Gledhill desktop – I will sort through the questions and present those most frequently asked to our panel at the end of the presentation – If you an issue, click on the hand • If you have a question that does not get addressed, we will provide contact information so you can reach out to the experts at Netwoven after the webinar.
- 3. Netwoven Founded in 2001 by former Microsoft executives Top talent from industry Leadership comprised of Microsoft, Accenture, Oracle and Intel talent Former senior executive of Wipro, Infosys, McKinsey on our board US headquartered company with development center in India Save the Children Slide # Enabling Intelligent Enterprises
- 4. Microsoft Best Netwoven Practices award SharePoint Services Winner Service Description Migration Intranet, Extranet migrations from 2007 Out-Tasking Managed Services including Level 1, 2 and 3 support Social Networking Communities Document Management Taxonomy, FAST Search, Migration Business Intelligence Reports, Scorecards and Dashboards Portal and Collaboration Intranet, Collaboration Web Content Management Public Websites Custom Development Line of Business Custom Applications Slide # Enabling Intelligent Enterprises
- 5. Early Registration Prize Winner!! Apple iPod nano! All attendees who registered before February 28, 2011 are eligible! And the Winner is…. Slide # Enabling Intelligent Enterprises
- 6. Migrate Successfully! Do you know the 7 Fatal Mistakes made when Migrating from SharePoint 2007 to SP 2010? YOU SHOULD! And this is why… Slide # Enabling Intelligent Enterprises
- 7. Current Business Environment *Since the start of the recession, 8.5 million jobs have been lost ~ BLS *50% of businesses fail in the first 5 years ~ SBA *Over the lifetime of a business: • 39% are profitable • 30% break even • 30% lose money ~ NFIB Study Slide # Enabling Intelligent Enterprises
- 8. Project Statistics Overall project failure rates vary • From 33% to 67% • Even a 1 in 3 failure rate is totally unacceptable ACM Article (1) – 25% of projects fail along multiple axes – Any more than one change in project management leads to 50% risk of under performance – Risk of under-performance is closely correlated to effort (person-months). (1) http://blog.jackvinson.com/archives/2007/11/12/how_many_of_your_it_projects_fail_ too_many.html Slide # Enabling Intelligent Enterprises
- 9. Niraj Tenany • President and CEO, co-founder of Netwoven • Enterprise Content Management Expert • Worked for clients like eBay, Chevron, Microsoft, Applied Materials • Served both Fortune 1000 and mid market clients as an IT strategist • Frequent speaker in Microsoft and Industry events • Has worked with several ECM products such as Opentext Livelink, eRoom, Lotus Notes, Documentum, Interwoven and SharePoint Slide # Enabling Intelligent Enterprises
- 10. Special Offer ~ today only Architecture Design Session (ADS) A Netwoven expert will consult with your company • This is a 1 day consultation on any area of concern • Can be held on site at your facility, at Netwoven in Milpitas, at the Microsoft facility in Mountain View, or conducted remotely via web meeting. Slide # Enabling Intelligent Enterprises
- 11. Fatal Mistake #1 Not defining a complete roadmap for your SharePoint environment • SharePoint 2010 is a disrupting technology and will have a major impact on your overall IT strategy. Ignoring a well defined roadmap will result into a bad IT strategy. - Fastest growing product in Microsoft’s history to reach $1B in sales - ERP for unstructured data - Touches all aspects of your IT strategy Slide # Enabling Intelligent Enterprises
- 12. Fatal Mistake #1 Not defining a complete roadmap for your SharePoint environment • Not leveraging the features of SharePoint to the fullest will result into high maintenance costs, duplicate technologies for end users, and lower productivity for end users - Web Content Management - Document Management - Custom Applications - Social Networking - Extranet - Enterprise search - Business Intelligence Slide # Enabling Intelligent Enterprises
- 13. Fatal Mistake #1 Not defining a complete roadmap for your SharePoint environment For instance: • Not considering the Business Intelligence capabilities of SharePoint could result into multiple systems and having a disintegrated system for end users •Not considering the new FAST search would mean not providing advanced findability capabilities and missing out on Search apps Slide # Enabling Intelligent Enterprises
- 14. Fatal Mistake #2 Failing to completely analyze your current environment and prepare a migration plan • Risky migration approach with vendors and internal staff providing migration estimates that do not accurately scope the project. Can result into a failed migration. - Technical Analysis - Usage Analysis - Governance - Requirements Queue - Search and Retrieval Risky Migration Slide # Enabling Intelligent Enterprises
- 15. Fatal Mistake #2 Failing to completely analyze your current environment and prepare a migration plan • Unable to determine the timeline and budget for migration resulting into missed expectations with your end users - Site Collection Sizes - Security Policies - Taxonomy / Meta data Management - Search - Customizations - Operations Slide # Enabling Intelligent Enterprises
- 16. Fatal Mistake #2 Failing to completely analyze your current environment and prepare a migration plan For instance: • Performance issues and data restore issues with your large site collections • Third Party web parts deployed on some WFEs and not on all WFEs (Surprise!) Do this, so you don’t end up here Slide # Enabling Intelligent Enterprises
- 17. Fatal Mistake #3 Relying completely on the results of the Sharepoint pre- upgrade checker • Utility provided by Microsoft to assess your environment and its readiness for migration - Hardware readiness - Database readiness - List of customizations For Instance: •Require SharePoint 2007 SP2 service pack •Need to upgrade to 64 bit machines Slide # Enabling Intelligent Enterprises
- 18. Fatal Mistake #3 Relying completely on the results of the SharePoint pre- upgrade checker • Excellent starting point but should not be the only thing in your bag of tricks • Could lead to a non-functional SharePoint environment leading to lost productivity, wasted money, time and human resources by the business. - Known and unknown customizations - Undocumented things done by administrators and end users Slide # Enabling Intelligent Enterprises
- 19. Fatal Mistake #3 Relying completely on the results of the SharePoint pre- upgrade checker • Could lead to critical data being lost after migration is performed. • Unable to migrate a site collection due to a missing custom feature • Partial migration of the Mysites due to missing third party web parts Slide # Enabling Intelligent Enterprises
- 20. Fatal Mistake #4 Failing to re-architect prior to migration • Involves looking at your overall SharePoint environment and ensuring that the roadmap that is defined fits with the overall architecture and using the new features of SharePoint to implement them - Farm Architecture - Information Architecture - Taxonomy Architecture - Search Architecture - Operations Architecture - Governance Architecture Slide # Enabling Intelligent Enterprises
- 21. Fatal Mistake #4 Failing to re-architect prior to migration Can cause your team to: - Miss Technical improvements - Miss Operational improvements - Miss Process improvements - Replace custom features with OOTB features - Plan and enable new features that come with SharePoint 2010 - Develop new customizations to meet business requirements Slide # Enabling Intelligent Enterprises
- 22. Fatal Mistake #4 Failing to re-architect prior to migration Common questions regarding re-architecture: • Deep Site Collections vs. Wide Site Collections • Having Extranet and Intranet in the same farm • Working with large digital content (Video) - Deep vs. Wide - Intranet and Extranet - Few site collections hosting intranet, - Separate Active Directory to manage collaboration, and document users management - Leveraging the use of the DMZ - Use of SharePoint groups and AD - Better administrative functions groups - Search Scopes - Small or large Taxonomy Slide # Enabling Intelligent Enterprises
- 23. Fatal Mistake #5 Not analyzing the customizations in detail - Custom Templates - Custom Workflows - Custom Applications - Custom Search - Custom Web Parts - Custom Features Slide # Enabling Intelligent Enterprises
- 24. Fatal Mistake #5 Not analyzing the customizations in detail • Root cause of delays in migration. Not having a complete handle on the customizations can result into costly delays and an unstable environment. • Prepare a list of customizations, analyze and test the customizations and perform appropriate changes • Site Definitions • Third Party Web Parts • Workflows • Line Of Business Applications • Custom Features Slide # Enabling Intelligent Enterprises
- 25. Fatal Mistake #5 Not analyzing the customizations in detail • Multiple file delete function in a document library • Taxonomy Management application - Multiple file delete is an OOTB feature. Remove the customization - Replace components of the taxonomy management application with OOTB features Slide # Enabling Intelligent Enterprises
- 26. Fatal Mistake #6 Trying to cut corners by using an inexpensive third party migration tool • Assist with content migration • Assist with customization migration - Date / Time stamps preserved - Created By / Modified By preserved - Deleted users cleaned - Merge and split of site collections and sites - Merge and split of libraries - Customization migration Slide # Enabling Intelligent Enterprises
- 27. Fatal Mistake #6 Trying to cut corners by using an inexpensive third party migration tool • Often ignore the learning curve required for the third party tool • Migration Tools themselves require customizations at time to support specific needs - Ability to take folder names and turn them into site columns Don’t be this guy Slide # Enabling Intelligent Enterprises
- 28. Fatal Mistake #6 Trying to cut corners by using an inexpensive third party migration tool - Several HR Site collections exist that are spread across the farm. Need to combine them into a single site collection - Customer Site collection too big, need to break it into multiple site collections Slide # Enabling Intelligent Enterprises
- 29. Fatal Mistake #7 Failing to Conduct a Test Migration • Most important step prior to preparing your final migration plan. Without this, the project plans will not be final • The credibility of your business hangs in the balance here! The incorrect scoping that can result will likely mean costly project delays. - Untested migration scripts - Non functional content migration tool - Time it takes to migrate Slide # Enabling Intelligent Enterprises
- 30. Fatal Mistake #7 Failing to Conduct a Test Migration • Verify your plan • Verify your assumptions • Validate your tools • Ensure you have the right team with the required skills - Incomplete test scripts - Lack of co-ordination with the server group for hardware - Availability of end users for testing of the migrated content Slide # Enabling Intelligent Enterprises
- 31. Special Offer ~ today only Architecture Design Session (ADS) A Netwoven expert will consult with your company • This is a 1 day consultation on any area of concern • Can be held on site at your facility, at Netwoven in Milpitas, at the Microsoft facility in Mountain View, or conducted remotely via web meeting. 1. Netwoven will provide an AS-IS assessment 2. A TO-BE Definition will be identified 3. Netwoven will provide a GAP Analysis 4. Recommendations will be provided Slide # Enabling Intelligent Enterprises
- 32. Special Offer ~ today only Architecture Design Session (ADS) • Define the Roadmap • Establish Priorities • Propose Next Steps Slide # Enabling Intelligent Enterprises
- 33. Special Offer ~ today only Architecture Design Session (ADS) The ADS Project with Netwoven is a $2,000.00 value. Today only, as a “Thank You” for your participation, we are offering you a one time opportunity to schedule a complete ADS for… ONLY $500.00! Slide # Enabling Intelligent Enterprises
- 34. Special Offer ~ today only Architecture Design Session (ADS) Special Offer registration procedure 1. Send an email to info@netwoven.com 2. Enter “SPADS0329” in the subject line 3. In the body of your email include your name and contact information ~ make sure to include a telephone number 4. A Netwoven team member will contact you to set up an appointment time and will forward a Statement of Work for signature Slide # Enabling Intelligent Enterprises
- 35. Webinar Prize Winner!! Microsoft Office 2010 Professional Plus! All attendees who registered and are attending the webinar today! And the Winner is…. Slide # Enabling Intelligent Enterprises
- 36. Expert Panel Niraj Viraj Matt Walt Tenany Bais Maher De Petris CEO & CTO & Solutions VP, Service Co-Founder Co-Founder Architect Delivery Netwoven Netwoven Netwoven Netwoven Slide # Enabling Intelligent Enterprises