tricks and tips in migrating to office 365 and on-premises to acoid migration headache
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SharePoint Saturday Montréal
23 May 2015
SharePoint Saturday Montréal
Tips and Tricks in Migrating SharePointMike MaadaraniSharePoint Architect
SharePoint Saturday Montréal
Welcome & IntroductionMike 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, Search, & Publishing Sites
• Architect, trainer, and presentermike@maadarani.com
www.maadarani.com @mikemaadarani
SharePoint Saturday Montréal
Cloud
ProcessAgenda
Closing and Q&A
Content & Apps
Overview
Migration Life Cycle
Hybrid
SharePoint Saturday Montréal
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
SharePoint Saturday Montréal
OverviewWhat 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
SharePoint Saturday Montréal
Migration/Upgrade Lifecycle
Analysis Plan Execut
e Assess Sustain
SOURCEFile Share
Exchange Public Folders
Lotus Notes
Web Content
SharePoint
Other LOB Systems
TARGET
SharePoint Online
SharePoint On-Premises
SharePoint Saturday Montréal
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
SharePoint Saturday Montréal
• 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
SharePoint Saturday Montréal
• Service Applications Analysis• Search• Managed Metadata• Secure Store (must be done before BCS)• BCS• User Profiles• PerformancePoint
Analyze: Decision Points
SharePoint Saturday Montréal
• Custom Code• WSP• Event receivers• Apps (if 2013 to Online)• Workflows• Etc…
• 3rd Party Tools
Analyze: Decision Points
SharePoint Saturday Montréal
• Action Items• Roles and Responsibility Matrix• Content Inventory Worksheet• Security Report• Decision: Build or Buy migration tools AND services
Analyze: Action Points
SharePoint Saturday Montréal
Private Cloud Full AccessFarm SolutionsSandbox Solutions
$$Expensive to runExpensive to maintain
TraditionalWe know what we knowWe expect innovation and great new features
SharePoint Saturday Montréal
Azure VMs for you needsIf you’re used to a virtual environment, you’re ready for AzureA few quirks
Full AccessFarm SolutionsSandbox Solutions
$$PricierNot clear on upfront cost
SharePoint Saturday Montréal
SharePoint Online Limited AccessNo Farm SolutionsLimited Sandbox Solutions More script and CSOM code is being added
$$Totally based on accessAND “seats”Usually cheaper that the other options
Features and SupportNew Features come online firstUpdates are almost every quarterGood support from MS and the partners
SharePoint Saturday Montréal
Hybrid Solution
Online + On-premises
Online + Azure
Azure + On-Premises
SharePoint Saturday Montréal
Upgrade Scenarios
Gradual Upgrade
Database Attach Upgrade
In-Place Upgrade
On-pre
mise
s
ONLY
SharePoint Saturday Montréal
• Usually cheaper that the other options • All Content databases• All content databases • Search administration• BDC• Managed Metadata• PerformancePoint• Secure store• User Profile databases
Database Upgrade
SharePoint Saturday Montréal
Identify SPO GapsFederationMidsize Business plan or higher for AD integrationMidsize, Enterprise E1 or higher for Yammer
Migration costsBased on size and number of itemsLots of vendors, some are the same core engine
Farm FeaturesFarm solutions are not supported in Office 365Need to know what is in the farm, and where they are being used, to create a remediation plan
3rd party solutionsApp Store is rich with many solutions
SharePoint Saturday Montréal
• Most companies have content that is:• Out of date• Duplicated• Difficult to find
• Would benefit from:• delete/archive/migrate
triage• reorganization• tagging with metadata
Real world content
SharePoint Saturday Montréal
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!
SharePoint Saturday Montréal
• Why is remediation required?• What to remediate?• How to remediate?
Remediation
SharePoint Saturday Montréal
Why remediation is required
Some customizations:Cannot be migrated as is
Some content:Cannot be migratedShould not be migrated
SharePoint Saturday Montréal
Customization remediation
Branding Solutions
ProvisioningSolutions
Content Types and
Site Columns
User InterfaceComponents
Other Built-inFunctionalities
Integration/Maintenance
Solutions
SharePoint Saturday Montréal
Use OneDrive For Business• Migrate your MySite and personal files
Personal Sites must be created first before you migrateBulk migration requires an account to be added to the personal
sitesUse PowerShell to add a migration account to the admin group
for individual personal sitesRemove when done with migration
Bulk Site creation is available through CSOM API
SharePoint Saturday Montréal
Choosing your migration approach
Self-service migration
• Manual
Tools-based migration
• Manual/auto using tools
Complex migration
• Includes custom code
• Involve experts
SharePoint Saturday Montréal
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 O365 Groups Profiles• AD Sync
On-premises• Search
• Consider Hybrid Search
• MMS, Secure Store, BCS, PerformancePoint, User Profile• Consider DB Upgrade
SharePoint Saturday Montréal
• The migration to the cloud must be performed remotely
• User identities are different
Migration considerations
SharePoint Saturday Montréal
• 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
SharePoint Saturday Montréal
• Triage your content• Assess• Reconfigure your scripts/strategy• Try again• Follow your Plan• Divide and Conquer• Delta Migration
Execute: Content Migration
SharePoint Saturday Montréal
• Assess your content• Re-run migration for missing content• How is the current state performing/growing?
• Storage• Security• Performance • Event Log
Assess: Action Points
SharePoint Saturday Montréal
• 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
SharePoint Saturday Montréal
• Analyze• Plan
• Schedule• Communications• Hybrid strategy
• Triage the content• Remediate• Migrate• Assess• Sustain
Recap
SharePoint Saturday Montréal
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
SharePoint Saturday Montréal
Thank you!
Mike Maadaranimikem@chrysalisbts.com
@mikemaadarani
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