plan to migrate to sharepoint online
TRANSCRIPT
Plan to Migrate to SharePoint OnlineErica ToelleBusiness Productivity Manager, Valorem Consulting, USA
Understand the Ecosystem
Set Up Shared Services
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
Classify sites by the pre-migration assessment results
Ensure base services are set up and ready to goEnable hybrid if needed
Run marketing campaigns for self-migrationReduce the on-premises footprint
Move sites that are high valueMigrate using a centralized team
Refactor customizations to the app model where possible
Move to cloud while maintaining an excellent employee experience
SharePoint Online Migration Steps
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
2012 2013 2014
On-Premises
Num
ber
of S
ite
Colle
ctio
ns
Understand the Ecosystem
Set Up Shared Services
Example Migration Journey
Understand the Ecosystem
Set Up Shared Services
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
Classify sites by the pre-migration assessment results
Ensure base services are set up and ready to goEnable hybrid if needed
Run marketing campaigns for self-migrationReduce the on-premises footprint
Move sites that are high valueMigrate using a centralized team
Refactor customizations to the app model where possible
Move to cloud while maintaining an excellent employee experience
SharePoint Online Migration Steps
Understand the Eco-system
1Run a Pre-Migration
Assessment
2Classify Sites by Types of Issues
3 Create
Mitigation Plan
Run a Pre-Migration Assessment
• SharePoint Migration Assessment Tool Release Candidate
• Sharegate’s Pre-migration assessment• Metalogix pre-migration assessment (Office 365 essentials)
http://tinyurl.com/SPOMigration 7
Site Owner Involvement Fixed by ITApps / Add-ins (such as 3rd party tools) BCSAlerts Browser File HandlingLarge Excel Files Custom Profile Property MappingsLarge List Views Custom Page LayoutsLong OneDrive URLs IRM Enabled ListsChecked-out files Locked SitesWorkflow Running Solutions 2010 & 2013 Master PagesCustomized Pages Sandbox SolutionsUnsupported Site Templates Secure StoreCustomized Profile Pages Web Application PoliciesEmail Enabled Lists Workflow Associations 2010 & 2013File Versions OtherFull Trust Components (FTC) Large Lists
InfoPath Large sites
Types of Migration Issues
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
Start Fresh Lift and Shift Partial Move 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
Microsoft FastTrack: Onboarding and adoption assistanceIncluded in Office 365 for all customer >50 seatsExchange, SharePoint, Skype, Yammer & Office, incl. E5 supportUser adoption, change management & service enablementEmail migration from on premise Exchange and NotesFiles migration from file shares, SharePoint & Box
EngineersMethodology& Resources
Tools & Insights
FastTrack.microsoft.com
Activity Microsoft CustomerPerform 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
Start Fresh As-is Migration Partial Move Rethink
No Migration
3rd Party Tool or
FastTrack
3rd Party Tool
3rd Party Tool or
FastTrack
Migration Approaches
Understand the Ecosystem
Set Up Shared Services
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
Classify sites by the pre-migration assessment results
Ensure base services are set up and ready to goEnable hybrid if needed
Run marketing campaigns for self-migrationReduce the on-premises footprint
Move sites that are high valueMigrate using a centralized team
Refactor customizations to the app model where possible
Move to cloud while maintaining an excellent employee experience
SharePoint Online Migration Steps
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
Understand the Ecosystem
Set Up Shared Services
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
Classify sites by the pre-migration assessment results
Ensure base services are set up and ready to goEnable hybrid if needed
Run marketing campaigns for self-migrationReduce the on-premises footprint
Move sites that are high valueMigrate using a centralized team
Refactor customizations to the app model where possible
Move to cloud while maintaining an excellent employee experience
SharePoint Online Migration Steps
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
2012 2013 2014
On-Prem
Num
ber
of S
ite
Colle
ctio
ns
Understand the Ecosystem
Set Up Shared Services
Example Migration Journey
High Value ScenariosDocument
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
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
Understand the Ecosystem
Set Up Shared Services
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
Classify sites by the pre-migration assessment results
Ensure base services are set up and ready to goEnable hybrid if needed
Run marketing campaigns for self-migrationReduce the on-premises footprint
Move sites that are high valueMigrate using a centralized team
Refactor customizations to the app model where possible
Move to cloud while maintaining an excellent employee experience
SharePoint Online Migration Steps
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
Understand the Ecosystem
Set Up Shared Services
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
Classify sites by the pre-migration assessment results
Ensure base services are set up and ready to goEnable hybrid if needed
Run marketing campaigns for self-migrationReduce the on-premises footprint
Move sites that are high valueMigrate using a centralized team
Refactor customizations to the app model where possible
Move to cloud while maintaining an excellent employee experience
SharePoint Online Migration Steps
