migrating to sharepoint 2010

SharePoint 2010 MigrationLessons from the Migration Trenches

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► Edgewater Intro► Is Migration Worth It?► Migration– Plan– Prepare – Act

► Driving Adoption► Summary► Q&A

Agenda

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► Technology Management Consulting Firm – Provide a unique blend of specialty IT services – Leverage proven industry expertise in strategy, technology and enterprise

performance management– Focus on middle and Global 2000 market

► Founded in 1992– Headquartered in Wakefield, MA– Large North American footprint– + 330 Employees– +700 clients– +2400 projects completed to date– Publicly Traded (NASDAQ: EDGW)

Edgewater Overview

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Web Solution - Primary Offerings

Sites and Portals

SharePointWeb Analytics

BI

6 Primary Solutions•Intranets•Extranets•Public Web Site CMS•Business Process•Document Management•Project Collaboration

Migration to SP 2010

Web Strategy

Customer Intelligence•Web Intelligence

Web Analytics Framework• Strategy• Program MGMT• Analysis•Implementation

• Integrated Portals • Custom Web Applications• E-commerce, CMS

B2B Web Rejuvenation• ROI• Web Strategy Roadmap• Redesign, Rebuild

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► Significant time and effort invested in your current environment– Are there any real benefits?– Are the users really demanding it?– What benefits will YOUR organization reap?– Where is the tipping point between pain vs. benefits?– Is there a killer feature/application/reason?– Time and money has to be justified

Migrations are Painful – Is It Worth It?

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► Opportunity to do much needed house cleaning► Social, mobile and collaboration features –

Collaboration 2.0► Tighter Microsoft Office integration► Significant gains in scalability, search, 3rd party

browser support► Standardize on SharePoint as an enterprise

collaboration and content management hub

Benefits of Migrating to SharePoint 2010

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► Share our experience from tests of various migration methods we’ve tried:– Microsoft’s in-place, db attach– Third-party

► What can be done to make users comfortable► Lessons learned from our own migration

trenches…

Migration – Lessons Learned

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► Form a multi-disciplinary migration Tiger Team– Project manager, SharePoint technologists, infrastructure

engineers, QA, subject area content owners► Create a high-level project plan for migration– Milestones for preparation work, hardware procurement,

test migration, actual migration, testing, bug fixing, training etc.

► Get content owners and business users onboard with your plan and enlist their help

► Find creative ways to minimize disruptions to the production site

Lessons Learned – Plan

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► Remove obsolete, duplicate, orphaned content from your site– Reduce the size of the db, number of pages to migrate, reduce

number of problems to fix in future► Fix any problem that may exist in your site today– Broken controls, links, etc.– Run PreUpgradeCheck tool– Run TestSPContentDatabase

► Document and understand the behavior of your controls, workflows, apps, etc.

► Know your security settings and who should have access to what content

Lessons Learned – Prepare

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► Identify customizations– Layouts, features, solutions, events, etc.

► Procure hardware (64-bit) needed for the Test and Production environments

► Create a issue/problem reporting process and publicize it to business users before the migration

► Plan on recreating master pages, themes, etc.

Lessons Learned - Prepare

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► Choose your migration method– Microsoft Tools Based: In-place, DB detach– Third-party Migration Tools: Metalogix, AvePoint, etc.

► Make sure that your production site backups are up-to-date and can be restored if needed

► Inform the users about your migration plans keep them updated regularly

Lessons Learned – Act

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► Make sure you create the User Profile Service using PowerShell script, New-SPProfileServiceApplication

► Conduct a test migration and check for problems

► Ensure the entire migration Tiger Team is available during and immediately after the migration to help

Lessons Learned – Act

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► Microsoft In-place upgrade method– Simple but risky, requires 64-bit hardware, preserves farm

settings, no support for WSSv2 or SP 2003► Microsoft DB attach method– Repeatable, requires extra hardware, limited flexibility,

farm settings need to be reconfigured, old & new can exist side by side,

► Third-party migration tools– Licensing cost, still a little shaky, repeatable, selective or

partial content migration, less disruption, content synchronization, supports non-Microsoft CMS, re-organize or re-template your SharePoint content

Which Migration Method to Use?

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► Create a plan to rollout and accelerate the adoption of new capabilities– Find the killer app for your organization– Social features, enhanced profiles, search, mobile, etc.– Conduct lunch-and-learn sessions, create videos, how-to

areas– Enlist power and influential users to evangelize

► Evangelize the use of MySites– Expertise, profile, pictures, colleagues

► Help site owners customize their sites by creating custom themes using PowerPoint

Driving Adoption

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► Promote, Promote, Promote – Find creative ways of promoting sites and

functionality► Ensure that site and content owners have

knowledge and rights to modify and manage their own sites

► Monitor site usage stats and create action plans to address adoption issues on regular basis

Driving Adoption

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► SP 2010 migration is not scary if done right► Most organization will reap compelling benefits► Opportunity to clean house and move to the next

generation of collaboration

Summary

To learn more about Edgewater Technology and our SharePoint expertise, contact:Ahmed [email protected]://edgewatertech.wordpress.com

Q & A

mailto:[email protected]