SharePoint Tips and Tricks to avoid migration headaches
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Mike Maadarani gave a presentation on tips and tricks for SharePoint migration. He began with introductions and an overview of the migration lifecycle process, including analyzing the existing environment and content, planning the migration, executing the migration, and assessing after the migration. He then discussed specific considerations for migrating to the cloud or an on-premises environment. Maadarani emphasized that successful migrations require understanding both the source and target systems, properly structuring content, having realistic timelines, and strong project commitment.
SharePoint Tips and Tricks to avoid migration headaches
- 1. @chrysalisbts 7 March 2015 Tips and Tricks to SharePoint Migration Mike Maadarani
- 2. @chrysalisbts Thanks to our Sponsors! • Platinum: • Gold: • Silver: • Swag: • Venue: • Coordinators:
- 3. @chrysalisbts TriState SharePoint User Group • Meet right here in the Microsoft office • 2nd Tuesday of the month • 5:30-8:00 pm • Content for: End Users, Developers, IT Pros, Admins & Architects – Presentations, Demos, Open-Discussions • More Info: www.TriStateSharePoint.org
- 4. @chrysalisbts 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 www.maadarani.com @mikemaadarani
- 5. @chrysalisbts Cloud Process Agenda Closing and Q&A Content & Apps Overview Migration Life Cycle Hybrid
- 7. @chrysalisbts 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
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- 14. @chrysalisbts 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. @chrysalisbts Migration/Upgrade Lifecycle Analysis Plan Execute Assess Sustain SOURCE File Share Exchange Public Folders Lotus Notes Web Content SharePoint Other LOB Systems TARGET SharePoint Online SharePoint On-Premises
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- 21. @chrysalisbts 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
- 22. @chrysalisbts • 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 Analyze: Decision Points
- 23. @chrysalisbts • Service Applications Analysis – Search – Managed Metadata – Secure Store (must be done before BCS) – BCS – User Profiles – PerformancePoint Analyze: Decision Points
- 24. @chrysalisbts • Custom Code – WSP – Event receivers – Apps (if 2013 to Online) – Workflows – Etc… • 3rd Party Tools Analyze: Decision Points
- 25. @chrysalisbts • Action Items – Roles and Responsibility Matrix – Content Inventory Worksheet – Security Report – Decision: Build or Buy migration tools AND services Analyze: Action Points
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- 28. @chrysalisbts Private Cloud Farm Solutions Sandbox Solutions Expensive to run Expensive to maintain We know what we know We expect innovation and great new features
- 29. @chrysalisbts 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
- 30. @chrysalisbts 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
- 33. @chrysalisbts • All content databases • Search administration • BDC • Managed Metadata • PerformancePoint • Secure store • User Profile databases Database Upgrade
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- 35. @chrysalisbts 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
- 36. @chrysalisbts • – Out of date – Duplicated – Difficult to find • – delete/archive/migrate triage – reorganization – tagging with metadata Real world content
- 37. @chrysalisbts 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. @chrysalisbts Cannot be migrated as is Cannot be migrated Should not be migrated Why remediation is required
- 41. @chrysalisbts Customization remediation Branding Solutions Provisioning Solutions Content Types and Site Columns User Interface Components Other Built-in Functionalities Integration/ Maintenance Solutions
- 42. @chrysalisbts 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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- 44. @chrysalisbts Choosing your migration approach Self-service migration • Manual Tools-based migration • Manual/auto using tools Complex migration • Includes custom code • Involve experts
- 45. @chrysalisbts Choosing your migration approach Self-service migration • Manual Tools-based migration • Manual/auto using tools Complex migration • Includes custom code • Involve experts
- 46. @chrysalisbts Migrate your Service Applications First Steps to migration
- 47. @chrysalisbts Service Apps Online • Search – Consider Hybrid Search • MMS – You want to consider 3rd 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. @chrysalisbts • The migration to the cloud must be performed remotely • User identities are different Migration considerations
- 49. @chrysalisbts • Do you really want to migrate? • Use OOB if possible • Rebuild if needed • Test against trial content • Finalize and lock down code deployment Execute: Code Migration
- 50. @chrysalisbts • Triage your content • Assess • Reconfigure your scripts/strategy • Try again • Follow your Plan • Divide and Conquer • Delta Migration Execute: Content Migration
- 51. @chrysalisbts NO migration is 100% success Execute: Content Migration
- 52. @chrysalisbts • Assess your content • Re-run migration for missing content • How is the current state performing/growing? – Storage – Security – Performance – Event Log Assess: Action Points
- 53. @chrysalisbts • 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? Sustain: Action Points
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- 55. @chrysalisbts • • – Schedule – Communications – Hybrid strategy • • • • • Recap
- 56. @chrysalisbts 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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Editor's Notes
- #5: Dave Healey is Managing Partner at Chrysalis BTS and I have been working with Enterprise Business Applications and Information Management Systems for almost twenty years. He’s been working with SharePoint space since 2001 in a broad variety of process improvement scenarios, organization types and sizes. Also spent almost five years on the SharePoint Server and SQL Server product teams at Microsoft Corp Has developed a systematic approach to extending, enhancing and improving enterprise systems and processes leveraging the almost ubiquitous SharePoint platform. Looking forward to sharing insight and specific project successes and lessons learned. Hope you feel comfortable asking questions, sharing your own insights and engaging with the community.
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