Plan to Migrate to SharePoint Online
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The document outlines a comprehensive plan for migrating to SharePoint Online, focusing on pre-migration assessments, site classification, and strategies to manage high-value sites, including hybrid setups. It emphasizes the need for user involvement, addressing various migration challenges, and leveraging Microsoft's FastTrack program for support. Additionally, it discusses communication strategies and training initiatives to ensure successful adoption and execution of the migration process.
Plan to Migrate to SharePoint Online
- 1. Plan to Migrate to SharePoint Online Erica Toelle Business Productivity Manager, Valorem Consulting, USA
- 2. Classify sites by the pre-migration assessment results Ensure base services are set up and ready to go Enable hybrid if needed Run marketing campaigns for self-migration Reduce the on- premises footprint Move sites that are high value Migrate using a centralized team Refactor customizations to the app model where possible
- 4. Classify sites by the pre-migration assessment results Ensure base services are set up and ready to go Enable hybrid if needed Run marketing campaigns for self-migration Reduce the on- premises footprint Move sites that are high value Migrate using a centralized team Refactor customizations to the app model where possible
- 5. Understand the Eco-system 1 Run a Pre- Migration Assessment 2 Classify Sites by Types of Issues 3 Create Mitigation Plan
- 6. Run a Pre-Migration Assessment • SharePoint Migration Assessment Tool Release Candidate • Sharegate’s Pre-migration assessment • Metalogix pre-migration assessment (Office 365 essentials)
- 7. http://tinyurl.com/SPOMigration 7 Site Owner Involvement Fixed by IT Apps / Add-ins (such as 3rd party tools) BCS Alerts Browser File Handling Large Excel Files Custom Profile Property Mappings Large List Views Custom Page Layouts Long OneDrive URLs IRM Enabled Lists Checked-out files Locked Sites Workflow Running Solutions 2010 & 2013 Master Pages Customized Pages Sandbox Solutions Unsupported Site Templates Secure Store Customized Profile Pages Web Application Policies Email Enabled Lists Workflow Associations 2010 & 2013 File Versions Other Full Trust Components (FTC) Large Lists InfoPath Large sites Types of Migration Issues
- 9. From the Report You Can Classify the Sites • What issues will be fixed by IT • What issues will need to involve site owners • A list of site owners and their site URLs • What migration approach should be used (next slide) • Whether the sites are team/project focused or highly customized • What sites are old versus actively used
- 10. Types of Migrations Rethink • Abandon on- premises site • Self-migrate or no migration • Move Site Content as-is • Ideal for moving basic sites • Doesn’t allow you to take advantage of new features • Move only selected content • Great for enabling hybrid scenarios • Leave sites with complex issues on-premises • New information architecture • Re-architect to take advantage of new capabilities • Suggested approach for sites with customizations Microsoft Fast Track Program
- 11. Included in Office 365 for all customer >50 seats Exchange, SharePoint, Skype, Yammer & Office, incl. E5 support User adoption, change management & service enablement Email migration from on premise Exchange and Notes Files migration from file shares, SharePoint & Box EngineersMethodology & Resources Tools & Insights FastTrack.microsoft.com
- 12. Activity Microsoft Customer Perform migration prerequisites (access, infrastructure, etc.) X Run pre-migration analysis X Fix issues found in pre-migration analysis X Conduct a test migration X Provision out of the box SharePoint sites X Mapping of Source to Destination / create migration schedule X Actual Migration of Data X Post Migration report outlining issues X Tracking / resolution plan for issues (Project Management) X Fix issues from post-migration report X Create UAT & QA testing checklists + scripts / track issues X Participate in UAT & QA X Resolve UAT Issues X X Change Management and user communications X FastTrack Roles & Responsibilities
- 13. Rethink No Migration 3rd Party Tool or FastTrack 3rd Party Tool 3rd Party Tool or FastTrack Migration Approaches
- 14. Classify sites by the pre-migration assessment results Ensure base services are set up and ready to go Enable hybrid if needed Run marketing campaigns for self-migration Reduce the on- premises footprint Move sites that are high value Migrate using a centralized team Refactor customizations to the app model where possible
- 15. Set Up Shared Services • Azure Active Directory DirSync or SSO • IRM & DLP if needed • Hybrid services if needed • See session below or Ignite content for more detail • The goal is to have the same user experience in the cloud
- 16. Classify sites by the pre-migration assessment results Ensure base services are set up and ready to go Enable hybrid if needed Run marketing campaigns for self-migration Reduce the on- premises footprint Move sites that are high value Migrate using a centralized team Refactor customizations to the app model where possible
- 18. High Value Scenarios Document Co-Authoring Enable anytime, anywhere access Offline access to files Document Co-Authoring Extranet & Partner Collaboration News Syndication and Distribution Knowledge Management Collaborative Task Management
- 20. For Your High Value Scenarios, Have the following • Awareness campaign, so people know it is available • A “call to action”, for example, attend a lunch and learn, start using SPO • Resources for people to learn how to execute the scenario • Support and pre-written communications so the user can roll out the solution to their teams • Training materials and reference guides
- 21. Classify sites by the pre-migration assessment results Ensure base services are set up and ready to go Enable hybrid if needed Run marketing campaigns for self-migration Reduce the on- premises footprint Move sites that are high value Migrate using a centralized team Refactor customizations to the app model where possible
- 22. Migrate sites that don’t have any issues 1 Send Communications to Site Owners 2 Migrate Data 3 Quality Assurance and Issues List 4 User Acceptance Testing 6 Delta Migration and Cutover 5 End User Communications
- 23. Classify sites by the pre-migration assessment results Ensure base services are set up and ready to go Enable hybrid if needed Run marketing campaigns for self-migration Reduce the on- premises footprint Move sites that are high value Migrate using a centralized team Refactor customizations to the app model where possible
- 25. Thank you! Erica Toelle etoelle@valoremconsulting.com Twitter: EricaToelle
Editor's Notes
- #2: To add your image, first delete the place holder image as shown in the white box. Then insert your picture and scale it to be bigger than the size of the white box shown. Finally, right click on your image and select ‘Send to back’ – your image should now be framed correctly.
- #3: Today: 100K users, 18% engagement Partial Yammer/SP integration and alignment No completed use cases Basic marketing and communications campaigns
- #4: Today: 100K users, 18% engagement Partial Yammer/SP integration and alignment No completed use cases Basic marketing and communications campaigns Understand the Ecosystem (114,000 MySites | 60,000 team site collections / publishing sites) Evaluate ecosystem and build cloud roadmap Understand and build the plan Launched new capabilities before migration was complexly figured out Understood, built our plan Focus was on driving people to cloud, not on migration Once we enabled it there was exponential growth by enabling it Organic and intentional decrease in on-prem sites For remaining that needed to migrate Create Shared Services Cloud Foundation
- #5: Today: 100K users, 18% engagement Partial Yammer/SP integration and alignment No completed use cases Basic marketing and communications campaigns
- #14: No Migration: Database Attach: Office 365 Import Service: https://blogs.office.com/2015/09/16/office-365-import-service-migration-to-sharepoint-online-and-onedrive-for-business-just-became-easier/ 3rd Party Tools
- #15: Today: 100K users, 18% engagement Partial Yammer/SP integration and alignment No completed use cases Basic marketing and communications campaigns
- #17: Today: 100K users, 18% engagement Partial Yammer/SP integration and alignment No completed use cases Basic marketing and communications campaigns
- #18: Today: 100K users, 18% engagement Partial Yammer/SP integration and alignment No completed use cases Basic marketing and communications campaigns Understand the Ecosystem (114,000 MySites | 60,000 team site collections / publishing sites) Evaluate ecosystem and build cloud roadmap Understand and build the plan Launched new capabilities before migration was complexly figured out Understood, built our plan Focus was on driving people to cloud, not on migration Once we enabled it there was exponential growth by enabling it Organic and intentional decrease in on-prem sites For remaining that needed to migrate Create Shared Services Cloud Foundation
- #22: Today: 100K users, 18% engagement Partial Yammer/SP integration and alignment No completed use cases Basic marketing and communications campaigns
- #24: Today: 100K users, 18% engagement Partial Yammer/SP integration and alignment No completed use cases Basic marketing and communications campaigns