Legacy SharePoint Platform Migrations (2003/2007)
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This document discusses the challenges and strategies involved in migrating legacy SharePoint platforms, specifically from versions 2003 and 2007 to SharePoint 2013 and beyond. It emphasizes the need for a structured migration process, taking into account business involvement and end-user participation to increase acceptance of the changes. Key takeaways include conducting thorough pre-migration analysis, minimizing the volume of data migrated, and establishing a governance strategy before starting the migration.
Legacy SharePoint Platform Migrations (2003/2007)
- 1. Online Conference June 17th and 18th 2015 WWW.SPBIZCONF.COM Legacy SharePoint Platform Migrations (2003/2007)
- 2. WWW.SPBIZCONF.COM Knut Relbe-Moe Email : shareptkarm@outlook.com Twitter : @shareptkarm Facebook : http://bit.do/44iT LinkedIn : http://bit.do/44iL SharePoint evangelist, mentor, speaker Old developer, turned Architect / Advisor / ITPro Have worked with SharePoint since the 2003 version. Worked with several clients upgrading their solution from 2007/2010 to 2013. Works as a Chief Architect and advisor creating SharePoint Farm architecture/infrastructure on many projects. With up to 25.000 users. Likes to automate everything that can be automated in the SharePoint Space Chief TechnicalArchitect, Knowledge Factory Office 365 MVP Nintex Vte (Virtual Technical Evangelist) Educator for Glasspaper Migration Expert
- 3. WWW.SPBIZCONF.COM Thanks to our sponsors:
- 4. WWW.SPBIZCONF.COM So this is what you got:
- 7. WWW.SPBIZCONF.COM Where do you want to go?
- 8. WWW.SPBIZCONF.COM Some facts: SharePoint doesn’t support upgrading straight from 2003 or MOSS 2007 to SharePoint 2013. You first have to go trough SharePoint 2007 - >2010. SharePoint 2013 doesn’t support «In-Place upgrade». Which is a good thing! SharePoint 2013 supports «database attach» which arrived with SharePoint 2010 SharePoint 2013 supports upgrade of some of the Service Applications
- 9. WWW.SPBIZCONF.COM Upgrade or Migrate – that is the question!
- 10. WWW.SPBIZCONF.COM What can be upgraded?
- 11. WWW.SPBIZCONF.COM What can be upgraded? SharePoint Web applications/content Custom Code Service Applications Search administration Business Data Connectivity Managed Metadata PerformancePoint Secure Store User Profile (Profile, Social, and Sync databases)
- 12. WWW.SPBIZCONF.COM What about upgrade from 2003 / 2007?
- 13. WWW.SPBIZCONF.COM I have SharePoint 2003 / 2007… Should I skip 2010? You can’t skip 2010, because SharePoint doesn’t support upgrading straight from 2003 or MOSS 2007 to SharePoint 2010
- 15. WWW.SPBIZCONF.COM “ CIO Fortune 50 financial services USA
- 16. WWW.SPBIZCONF.COM So what should you do instead…
- 19. WWW.SPBIZCONF.COM So what about the migration..
- 20. WWW.SPBIZCONF.COM We’re upgrading to a newer version of SharePoint Why are we talking about migration? We’re upgrading our hardware on prem, and also looking at the cloud We can use this as an opportunity to clean up our IA and governance
- 21. WWW.SPBIZCONF.COM How to migrate If you don’t want to go run trough every version of SharePoint to get to the last version, it’s plenty migration tools that support migration from all the way back to 2003/2007. Under i have linked some options (it’s many more), you need to look at the differences, and choose the one which is right for you. This can change from project to project and the task you have in front of you.
- 22. Online Conference June 17th and 18th 2015 http://sharepoint-community.net/profiles/blogs/sharepoint-comparison-matrix-for-3rd-party- migration-tools
- 24. WWW.SPBIZCONF.COM Problem: • Meeting workspace not supported in SharePoint 2013
- 25. WWW.SPBIZCONF.COM Solution: • Migrate content only, not all of the site. • Recreate the list, calendar, workflow etc before you migrate, great step by step guide: http://tiny.cc/5mmzyx
- 26. WWW.SPBIZCONF.COM This is your technical migration, i.e. the physical move of content and “bits”
- 27. Online Conference June 17th and 18th 2015 This is the bulk of your migration – the planning, reorganization, and transformation of your legacy SharePoint environment
- 28. WWW.SPBIZCONF.COM What are the characteristics?
- 29. WWW.SPBIZCONF.COM Classify sites by common workloads and usage Ensure base services are set up and ready to go Enable hybrid scenarios Run marketing campaigns for self-migration Reduce the on- prem footprint Move sites that are high value Migrate using a centralized team Refactor customizations to the app model where possible SharePoint Migration Journey
- 31. WWW.SPBIZCONF.COM What does that mean?
- 32. WWW.SPBIZCONF.COM To migrate with success you need to involve the Business….
- 33. WWW.SPBIZCONF.COM And you should always ask yourself, who wants the change: IT, or Business?
- 34. WWW.SPBIZCONF.COM Wo did we forget?
- 36. WWW.SPBIZCONF.COM What are the characteristics?
- 37. WWW.SPBIZCONF.COM How to solve this Involve the end users: Testing Training Providing guidance and business process input Get some super users
- 38. WWW.SPBIZCONF.COM The more you involve people in the process, the more likely they are to accept the results
- 39. WWW.SPBIZCONF.COM Before any migration project
- 40. WWW.SPBIZCONF.COM Take a step back and look at the bigger picture
- 42. WWW.SPBIZCONF.COM How to migrate 1 2 3 Analyze the data Migrate the data from SharePoint x to SharePoint 2013 /SharePoint Online Enhance the new platform 4 Decide if you should create new site structure or recreate the old one 5 Decide which data to be migrated, don’t move stuff you don’t use
- 43. WWW.SPBIZCONF.COM 1. Analyze the data
- 44. WWW.SPBIZCONF.COM 2. Recreate your site structure
- 45. WWW.SPBIZCONF.COM Get-SPWebApplication https://portal.contoso.com | Get-SPSite -Limit All | Get-SPWeb -Limit All | Select Title, URL, ID, ParentWebID | Export-CSV C:sharepointinventory.csv -NoTypeInformation 3. What to migrate Create an inventory over what to migrate.
- 46. WWW.SPBIZCONF.COM 4. Migrate the data 1 3 Manually Choose a 3trd party tool 2 Write your own Code
- 47. WWW.SPBIZCONF.COM 5. Enhance the new platform
- 48. WWW.SPBIZCONF.COM Lessons Learned • A pre-migration analysis is a must at the beginning of the project • Build your project plan based on what you find • Perform a content and customization inventory
- 49. WWW.SPBIZCONF.COM Key Takeaways Start with easy workloads Understand environment, custom solutions, site types, and what people are actually using Minimize the volume you have to migrate Determine your governance strategy Define acceptable and target user experience prior to migrations starting Think through permissions model – security groups won’t include calculated domain groups Scale migration process through best practices
- 50. WWW.SPBIZCONF.COM Now you are ready to migrate your legacy systems
- 51. WWW.SPBIZCONF.COM • Email : shareptkarm@outlook.com • Twitter : @shareptkarm • Facebook : http://bit.do/44iT LinkedIn : http://bit.do/44iL • Blog : http://sharepointblog.no •
- 52. WWW.SPBIZCONF.COM Thanks to our sponsors:
- 53. Online Conference June 17th and 18th 2015 http://mwssummit.com/you-are-invited/ You are all INVITED!
- 54. WWW.SPBIZCONF.COM Please fill in my session feedback form available from the ‘Session Resources’ tab on my session window. Thank you for watching