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5 Things to Know for Migrating to SharePoint 2013, OneDrive for Business,

or SharePoint Online

Steve Marsh, Director of Product MarketingChristian Buckley, Chief Evangelist

Steve MarshDirector of Product Marketing

www.metalogix.com

@drstevemarsh

stevem@metalogix.com

Christian BuckleyChief Evangelist & SharePoint MVP

www.buckleyplanet.com

@buckleyplanet

cbuck@metalogix.com

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At Metalogix, our Continuing Mission is to improve the use and performance of Enterprise Content to power knowledge sharing and collaboration.

14,000+ customer license shipped

Fastest Growing and Largest ISV.

Complete & Best-of-Breed SharePoint Infrastructure Management Suite

We are committed to your Success with SharePoint

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Topics we’ll cover today:

• What is driving SharePoint toward the cloud?

• What is your cloud strategy for SharePoint?

• Five considerations as you develop your strategy

• Best practices for migration

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What is your cloud strategy?

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Cloud

Whether your strategy is defined, or individuals are adopting solutions on their own, most organizations are accelerating toward the cloud

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Advantages

• A professionally managed data center with 24x7 support and advanced network security and intrusion detection.

• Separation of identity and content for externally-facing workloads vs. on-premise internal-facing environments.

• Rapid provisioning with little or no upfront costs for hardware and software.

• On-demand scale-out to meet variable capacity demands.

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How successful you are with your cloud decisions will be intrinsically tied to end user adoption and, ultimately, business alignment

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SharePoint Growth & Evolution

SharePoint ReleasesMetadata

Content

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How are you planning your move to SharePoint Online?

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On Premises Cloud

1. Migration

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On Premises Cloud

2. User-driven (osmosis)

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3. Phased

On Premises Cloud

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4. Hybrid transition

On Premises Cloud

ADAzure ADADFS

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Five things you should consider before making the move:

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1 – Collaboration & Content Strategy

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Collaboration and Content Strategy

Has anything changed?

Does my SharePoint Farm represent my current organization strategy?

Acquisitions?

Leadership changes?

Departmental reorganizations?

Lack of strategic plans on what to use (SharePoint) for was given as 2nd biggest issue with adoption of SharePoint, following only lack of expertise to maximize its usefulness (46%)1

1 – The SharePoint Puzzle – adding the missing pieces “© AIIM 2012, www.aiim.org”

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2 – Create Inventories

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Create a Content Inventory

Capture business purpose

Assess relevance of content

Assess current users

Correct location or position in site hierarchy/IA?Free Migration Planning Tool

www.metalogix.com/products/Migration-Expert.aspx

Pre-migration Analysis & Preparationwww.metalogix.com/products/ControlPoint.aspx

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Create a (SharePoint) Platform Inventory

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Create a SharePoint Inventory

URLs

Site Collection Name

Site Collection Size

Sub site count

Large Lists

Document Versions

Customizations

Site Location/position

Content DB – Size, Number

Site Collections per DB

Duplicate or Orphaned Site Collections

My Sites – Content DB, SizeSharePoint 2013 Thresholds and Limitshttp://technet.microsoft.com/en-us/library/cc262787.aspx

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3 - Plan to Leverage New Functionality

Community sites

Managed Navigation

Social Features

Mobile Devices

Deprecated Site Definitions

New functionality can significantly increase potential adoption if used well:• Managed Metadata & Navigation – find

relevant information faster!• “New” file storage and sharing capabilities http://technet.microsoft.com/en-us/library/

cc261834(v=office.15).aspx

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Plan to Leverage New Functionality

Demystifying OneDrive for Businesshttp://www.metalogix.com/Blog/Blog-Article/14-08-06/Demystifying_OneDrive_for_Business.aspx

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Plan to Leverage New Functionality

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Plan to Leverage New Functionality

Your Files to Office 365. Simple. Fast.Migrate Cloud Files to SharePoint Online & OneDrive for Business

http://www.metalogix.com/Products/Drive2Office365.aspx

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[demo]

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4 - Develop an Information Architecture (IA)

Evaluate current business process

Consider existing site structures

Departmental/team reorganization

Publishing requirements

Search/findability

Navigation

Content Growth

“Over half feel they would be 50% more productive with enhanced workflow, search, information reporting, and automated document creation tools” 1

1 – The SharePoint Puzzle – adding the missing pieces, AIIM, 2012

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Getting Ready to Migrate

Strategy & Inventory

Updated Information Architecture & New Features

Prepare - Reorganization?

Prepare - Migrate, archive, or leave behind?

Prepare SharePoint for migrationwww.metalogix.com/products/Content-Matrix.aspx & www.metalogix.com/products/ControlPoint.aspx

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5 - Assess Your Migration Options

3 rd Party Tools?

Out of the Box?

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Upgrade v Migration – In Microsoft Terms

UPGRADE: -The Physical Transformation of a SharePoint Content Database from one Schema Version to the Successive Updated Schema

MIGRATION: -The Physical Movement of SharePoint Containers, Data and Associated Attributes from one SharePoint Farm to a new Farm independent of SharePoint version

http://www.metalogix.com/Blog/Blog-Article/13-02-11/Yes_You_Can_Move_Straight_From_SharePoint_2007_to_SharePoint_2013.aspx

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The Database Attach Upgrade

1. Farm Admin creates/configures new 2013 farm (no in-place upgrade for 2013)

2. 2010 DBs placed in read-only mode and copied to 2013 farm via SQL Server

3. Content DBs upgraded (but not site collections – remain in 2010 “mode”)

4. Service Application DBs upgraded

5. Site collections evaluated and upgraded by owners

The Out of the Box Approach

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The Database Attach Upgrade – Issues?

1. Farm Admin creates/configures new 2013 farm (no in-place upgrade for 2013)

2. 2010 DBs placed in read-only mode and copied to 2013 farm via SQL Server

3. Content DBs upgraded (but not site collections – remain in 2010 “mode”)

4. Service Application DBs upgraded

5. Site collections evaluated and upgraded by owners

The Out of the Box Approach

What about SharePoint 2007 or 2003 or Office 365?

“Read Only” is not collaborative. How long can SharePoint be offline?

Lots of accidents waiting to happen? How long before something breaks?

Truly gradual? Change Management? SharePoint Sprawl? Future growth?

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The OOTB – Where It Can Go Wrong

Potential Content IssuesDocument Libraries with greater than 250,000 documents• May fail therefore move to folders with 2000 documents in each

Remove excess versions of documents to increase speed• Either Manually or Programmatically

Remove unused templates, features and web parts• Stsadm commands to identify current use

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The OOTB – Where It Can Go Wrong

Potential Database IssuesSites Collections & Databases larger than 100GB will be slow and may fail•Split Across Multiple Databases

My Sites should be moved to their own Content DB

Remove duplicate or orphaned site collections•These can cause the DB attach to fail

Site Collection Limit per Content DB has Changed•Warning now at 2,000 with Limit at 5,000 (down from 15,000)

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The OOTB – Where It Can Go Wrong

General SQL Management & Performance Issues

Upgrade Multiple Databases in Parallel• Upgrading in Parallel can be slower than one at a time

Use Throttling• Limit number of DB upgrades that happen at once

SQL Mirroring should be turned off

SQL Storage can grow up to 50% larger than Source DB size• Must be recovered post upgrade

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OOTB vs. 3rd Party Migration Tools

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Advantages of a Migration Tool

Skip SharePoint versions e.g. 2007 straight to 2013

Site collection-specific vs. content DB

Reorganization, splitting sites & lists taxonomy, permissions, content types

Re-template sites

Implement a customized migration or upgrade strategy

Support for Workflow

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Closing thoughts:

• A migration is a great opportunity to reassess your business requirements and “spring clean”

• The most successful migrations are those that pay close attention to the end user experience throughout

• Put as much control into the hands of your end users as possible. After all, they own the content

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Resources:

• Your SharePoint Path Forward: On Prem, Cloud, or Hybrid http://bit.ly/1or8ngE

• SharePoint 2013 Thresholds and Limits (TechNet) http://bit.ly/QC7mK1

• Free Migration Planning Tool www.metalogix.com/products/Migration-Expert.aspx

• Pre-migration Analysis & Preparation www.metalogix.com/products/ControlPoint.aspx

• Plan for SharePoint 2013 (TechNet) http://bit.ly/VTcuuY

• Demystifying OneDrive for Business http://bit.ly/1rCyYPR

• Migrate Cloud Files to SharePoint Online & OneDrive for Business (free tool) http://www.metalogix.com/Products/Drive2Office365.aspx

• Yes, You Can Move Straight From SharePoint 2007 to SharePoint 2013 http://bit.ly/1lyyg3L

Steve MarshDirector of Product Marketing

www.metalogix.com

@drstevemarsh

stevem@metalogix.com

Christian BuckleyChief Evangelist & SharePoint MVP

www.buckleyplanet.com

@buckleyplanet

cbuck@metalogix.com

Thank You

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