sharepoint migrations pitfalls from the crypt
DESCRIPTION
An assessment of Migrations for SharePoint and how to make the best of off the shelf tools.TRANSCRIPT
copy 2014 McGladrey LLP All Rights Reservedcopy 2014 McGladrey LLP All Rights Reserved
Presented by John Mongell
SharePoint Migration Pitfalls from the Crypt
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
copy 2014 McGladrey LLP All Rights Reserved
McGladrey overview
Fifth largest US provider of assurance tax and consulting services
Over $128 billion in revenue 75 offices and 6500 employees in the
United States Internationally
Presence in 90 countries More than 32000 people in over 700 offices $39 billion in worldwide revenues
Member of the RSM International network of independent accounting tax and consulting firms
3
copy 2014 McGladrey LLP All Rights Reserved
Banking and financial institutions Construction Consumer products Financial services Food and beverage Government entities Health care Life sciences
Manufacturing and wholesale
distribution Nonprofit Private clubs Private equity groups Real estate Specialized industries Technology
Industries we serve
copy 2014 McGladrey LLP All Rights Reserved
McGladrey locations
copy 2014 McGladrey LLP All Rights Reserved
Todayrsquos presenter
From North Andover MA Happily married to Colleen for 17 years 3 kids - Jordan Jocelyn Adam SharePoint Practice Manager at McGladrey 25 yrs in IT (working on it)
- 12 years with SharePoint
- 15 years on Groove Beta team
bull MCP MCTS
bull SQLServer amp SharePoint
copy 2014 McGladrey LLP All Rights Reserved
Agenda
Elements of a migration Pre-migration steps Validation and testing Post migration steps QampA
copy 2014 McGladrey LLP All Rights Reserved
Elements of a migration
copy 2014 McGladrey LLP All Rights Reserved
What is a migration
Moving your content and processes from one storage platform to another
copy 2014 McGladrey LLP All Rights Reserved
Common infrastructure migration elements
E-mail (Exchange)- Office 365
- On-premises
- Gmail
Collaboration- Messaging
- LyncCommunicator
- Yammer
Intranet- Office 365 SharePoint
- On premise SharePoint
- Google Docs
- External Collaboration (BOX etc)
Websites- HTMLASPx Google Sites LifeRay
Site infrastructure conversion- Disaster Recovery HWSW- Network (Routers Switches Wireless)- Server Storage- Software Delivery- Remote Desktop and Terminal Services
(application presentation environment)- PCs and devices (includes image build)- Specialty devices
bull Print fax copybull Specialty printers (labels plotters 3D)bull RF devices (scan guns forklifts)
- Voice (phone voice mail call center mobile)
Asset inventory - Transfer of assets- Servers Storage devices- PCrsquos and Mobile Devices- Contracts amp re-contracting- SW licenses and services- Circuits
copy 2014 McGladrey LLP All Rights Reserved
What are you migrating
copy 2014 McGladrey LLP All Rights Reserved
How are you migrating
Clockwork will migrate ldquoFrom any SQL server based ECMS (EDRMS DMS CMS) with files stored on a network drive or share ECMSs like docs open worksite FileNet Hummingbird DM6 etcrdquo
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration steps
copy 2014 McGladrey LLP All Rights Reserved
Always do a pre-migration analysis
6 Prsquos of a SharePoint migration- Proper
- Planning
- Prevents
- Piss
- Poor
- Performance
copy 2014 McGladrey LLP All Rights Reserved
Define the scope
What platforms are you currently running on What platforms are you wanting to move onto What version of Windows and SQL Server are you
running What 3rd party features have been purchased and
installed
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
copy 2014 McGladrey LLP All Rights Reserved
McGladrey overview
Fifth largest US provider of assurance tax and consulting services
Over $128 billion in revenue 75 offices and 6500 employees in the
United States Internationally
Presence in 90 countries More than 32000 people in over 700 offices $39 billion in worldwide revenues
Member of the RSM International network of independent accounting tax and consulting firms
3
copy 2014 McGladrey LLP All Rights Reserved
Banking and financial institutions Construction Consumer products Financial services Food and beverage Government entities Health care Life sciences
Manufacturing and wholesale
distribution Nonprofit Private clubs Private equity groups Real estate Specialized industries Technology
Industries we serve
copy 2014 McGladrey LLP All Rights Reserved
McGladrey locations
copy 2014 McGladrey LLP All Rights Reserved
Todayrsquos presenter
From North Andover MA Happily married to Colleen for 17 years 3 kids - Jordan Jocelyn Adam SharePoint Practice Manager at McGladrey 25 yrs in IT (working on it)
- 12 years with SharePoint
- 15 years on Groove Beta team
bull MCP MCTS
bull SQLServer amp SharePoint
copy 2014 McGladrey LLP All Rights Reserved
Agenda
Elements of a migration Pre-migration steps Validation and testing Post migration steps QampA
copy 2014 McGladrey LLP All Rights Reserved
Elements of a migration
copy 2014 McGladrey LLP All Rights Reserved
What is a migration
Moving your content and processes from one storage platform to another
copy 2014 McGladrey LLP All Rights Reserved
Common infrastructure migration elements
E-mail (Exchange)- Office 365
- On-premises
- Gmail
Collaboration- Messaging
- LyncCommunicator
- Yammer
Intranet- Office 365 SharePoint
- On premise SharePoint
- Google Docs
- External Collaboration (BOX etc)
Websites- HTMLASPx Google Sites LifeRay
Site infrastructure conversion- Disaster Recovery HWSW- Network (Routers Switches Wireless)- Server Storage- Software Delivery- Remote Desktop and Terminal Services
(application presentation environment)- PCs and devices (includes image build)- Specialty devices
bull Print fax copybull Specialty printers (labels plotters 3D)bull RF devices (scan guns forklifts)
- Voice (phone voice mail call center mobile)
Asset inventory - Transfer of assets- Servers Storage devices- PCrsquos and Mobile Devices- Contracts amp re-contracting- SW licenses and services- Circuits
copy 2014 McGladrey LLP All Rights Reserved
What are you migrating
copy 2014 McGladrey LLP All Rights Reserved
How are you migrating
Clockwork will migrate ldquoFrom any SQL server based ECMS (EDRMS DMS CMS) with files stored on a network drive or share ECMSs like docs open worksite FileNet Hummingbird DM6 etcrdquo
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration steps
copy 2014 McGladrey LLP All Rights Reserved
Always do a pre-migration analysis
6 Prsquos of a SharePoint migration- Proper
- Planning
- Prevents
- Piss
- Poor
- Performance
copy 2014 McGladrey LLP All Rights Reserved
Define the scope
What platforms are you currently running on What platforms are you wanting to move onto What version of Windows and SQL Server are you
running What 3rd party features have been purchased and
installed
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
McGladrey overview
Fifth largest US provider of assurance tax and consulting services
Over $128 billion in revenue 75 offices and 6500 employees in the
United States Internationally
Presence in 90 countries More than 32000 people in over 700 offices $39 billion in worldwide revenues
Member of the RSM International network of independent accounting tax and consulting firms
3
copy 2014 McGladrey LLP All Rights Reserved
Banking and financial institutions Construction Consumer products Financial services Food and beverage Government entities Health care Life sciences
Manufacturing and wholesale
distribution Nonprofit Private clubs Private equity groups Real estate Specialized industries Technology
Industries we serve
copy 2014 McGladrey LLP All Rights Reserved
McGladrey locations
copy 2014 McGladrey LLP All Rights Reserved
Todayrsquos presenter
From North Andover MA Happily married to Colleen for 17 years 3 kids - Jordan Jocelyn Adam SharePoint Practice Manager at McGladrey 25 yrs in IT (working on it)
- 12 years with SharePoint
- 15 years on Groove Beta team
bull MCP MCTS
bull SQLServer amp SharePoint
copy 2014 McGladrey LLP All Rights Reserved
Agenda
Elements of a migration Pre-migration steps Validation and testing Post migration steps QampA
copy 2014 McGladrey LLP All Rights Reserved
Elements of a migration
copy 2014 McGladrey LLP All Rights Reserved
What is a migration
Moving your content and processes from one storage platform to another
copy 2014 McGladrey LLP All Rights Reserved
Common infrastructure migration elements
E-mail (Exchange)- Office 365
- On-premises
- Gmail
Collaboration- Messaging
- LyncCommunicator
- Yammer
Intranet- Office 365 SharePoint
- On premise SharePoint
- Google Docs
- External Collaboration (BOX etc)
Websites- HTMLASPx Google Sites LifeRay
Site infrastructure conversion- Disaster Recovery HWSW- Network (Routers Switches Wireless)- Server Storage- Software Delivery- Remote Desktop and Terminal Services
(application presentation environment)- PCs and devices (includes image build)- Specialty devices
bull Print fax copybull Specialty printers (labels plotters 3D)bull RF devices (scan guns forklifts)
- Voice (phone voice mail call center mobile)
Asset inventory - Transfer of assets- Servers Storage devices- PCrsquos and Mobile Devices- Contracts amp re-contracting- SW licenses and services- Circuits
copy 2014 McGladrey LLP All Rights Reserved
What are you migrating
copy 2014 McGladrey LLP All Rights Reserved
How are you migrating
Clockwork will migrate ldquoFrom any SQL server based ECMS (EDRMS DMS CMS) with files stored on a network drive or share ECMSs like docs open worksite FileNet Hummingbird DM6 etcrdquo
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration steps
copy 2014 McGladrey LLP All Rights Reserved
Always do a pre-migration analysis
6 Prsquos of a SharePoint migration- Proper
- Planning
- Prevents
- Piss
- Poor
- Performance
copy 2014 McGladrey LLP All Rights Reserved
Define the scope
What platforms are you currently running on What platforms are you wanting to move onto What version of Windows and SQL Server are you
running What 3rd party features have been purchased and
installed
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Banking and financial institutions Construction Consumer products Financial services Food and beverage Government entities Health care Life sciences
Manufacturing and wholesale
distribution Nonprofit Private clubs Private equity groups Real estate Specialized industries Technology
Industries we serve
copy 2014 McGladrey LLP All Rights Reserved
McGladrey locations
copy 2014 McGladrey LLP All Rights Reserved
Todayrsquos presenter
From North Andover MA Happily married to Colleen for 17 years 3 kids - Jordan Jocelyn Adam SharePoint Practice Manager at McGladrey 25 yrs in IT (working on it)
- 12 years with SharePoint
- 15 years on Groove Beta team
bull MCP MCTS
bull SQLServer amp SharePoint
copy 2014 McGladrey LLP All Rights Reserved
Agenda
Elements of a migration Pre-migration steps Validation and testing Post migration steps QampA
copy 2014 McGladrey LLP All Rights Reserved
Elements of a migration
copy 2014 McGladrey LLP All Rights Reserved
What is a migration
Moving your content and processes from one storage platform to another
copy 2014 McGladrey LLP All Rights Reserved
Common infrastructure migration elements
E-mail (Exchange)- Office 365
- On-premises
- Gmail
Collaboration- Messaging
- LyncCommunicator
- Yammer
Intranet- Office 365 SharePoint
- On premise SharePoint
- Google Docs
- External Collaboration (BOX etc)
Websites- HTMLASPx Google Sites LifeRay
Site infrastructure conversion- Disaster Recovery HWSW- Network (Routers Switches Wireless)- Server Storage- Software Delivery- Remote Desktop and Terminal Services
(application presentation environment)- PCs and devices (includes image build)- Specialty devices
bull Print fax copybull Specialty printers (labels plotters 3D)bull RF devices (scan guns forklifts)
- Voice (phone voice mail call center mobile)
Asset inventory - Transfer of assets- Servers Storage devices- PCrsquos and Mobile Devices- Contracts amp re-contracting- SW licenses and services- Circuits
copy 2014 McGladrey LLP All Rights Reserved
What are you migrating
copy 2014 McGladrey LLP All Rights Reserved
How are you migrating
Clockwork will migrate ldquoFrom any SQL server based ECMS (EDRMS DMS CMS) with files stored on a network drive or share ECMSs like docs open worksite FileNet Hummingbird DM6 etcrdquo
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration steps
copy 2014 McGladrey LLP All Rights Reserved
Always do a pre-migration analysis
6 Prsquos of a SharePoint migration- Proper
- Planning
- Prevents
- Piss
- Poor
- Performance
copy 2014 McGladrey LLP All Rights Reserved
Define the scope
What platforms are you currently running on What platforms are you wanting to move onto What version of Windows and SQL Server are you
running What 3rd party features have been purchased and
installed
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
McGladrey locations
copy 2014 McGladrey LLP All Rights Reserved
Todayrsquos presenter
From North Andover MA Happily married to Colleen for 17 years 3 kids - Jordan Jocelyn Adam SharePoint Practice Manager at McGladrey 25 yrs in IT (working on it)
- 12 years with SharePoint
- 15 years on Groove Beta team
bull MCP MCTS
bull SQLServer amp SharePoint
copy 2014 McGladrey LLP All Rights Reserved
Agenda
Elements of a migration Pre-migration steps Validation and testing Post migration steps QampA
copy 2014 McGladrey LLP All Rights Reserved
Elements of a migration
copy 2014 McGladrey LLP All Rights Reserved
What is a migration
Moving your content and processes from one storage platform to another
copy 2014 McGladrey LLP All Rights Reserved
Common infrastructure migration elements
E-mail (Exchange)- Office 365
- On-premises
- Gmail
Collaboration- Messaging
- LyncCommunicator
- Yammer
Intranet- Office 365 SharePoint
- On premise SharePoint
- Google Docs
- External Collaboration (BOX etc)
Websites- HTMLASPx Google Sites LifeRay
Site infrastructure conversion- Disaster Recovery HWSW- Network (Routers Switches Wireless)- Server Storage- Software Delivery- Remote Desktop and Terminal Services
(application presentation environment)- PCs and devices (includes image build)- Specialty devices
bull Print fax copybull Specialty printers (labels plotters 3D)bull RF devices (scan guns forklifts)
- Voice (phone voice mail call center mobile)
Asset inventory - Transfer of assets- Servers Storage devices- PCrsquos and Mobile Devices- Contracts amp re-contracting- SW licenses and services- Circuits
copy 2014 McGladrey LLP All Rights Reserved
What are you migrating
copy 2014 McGladrey LLP All Rights Reserved
How are you migrating
Clockwork will migrate ldquoFrom any SQL server based ECMS (EDRMS DMS CMS) with files stored on a network drive or share ECMSs like docs open worksite FileNet Hummingbird DM6 etcrdquo
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration steps
copy 2014 McGladrey LLP All Rights Reserved
Always do a pre-migration analysis
6 Prsquos of a SharePoint migration- Proper
- Planning
- Prevents
- Piss
- Poor
- Performance
copy 2014 McGladrey LLP All Rights Reserved
Define the scope
What platforms are you currently running on What platforms are you wanting to move onto What version of Windows and SQL Server are you
running What 3rd party features have been purchased and
installed
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Todayrsquos presenter
From North Andover MA Happily married to Colleen for 17 years 3 kids - Jordan Jocelyn Adam SharePoint Practice Manager at McGladrey 25 yrs in IT (working on it)
- 12 years with SharePoint
- 15 years on Groove Beta team
bull MCP MCTS
bull SQLServer amp SharePoint
copy 2014 McGladrey LLP All Rights Reserved
Agenda
Elements of a migration Pre-migration steps Validation and testing Post migration steps QampA
copy 2014 McGladrey LLP All Rights Reserved
Elements of a migration
copy 2014 McGladrey LLP All Rights Reserved
What is a migration
Moving your content and processes from one storage platform to another
copy 2014 McGladrey LLP All Rights Reserved
Common infrastructure migration elements
E-mail (Exchange)- Office 365
- On-premises
- Gmail
Collaboration- Messaging
- LyncCommunicator
- Yammer
Intranet- Office 365 SharePoint
- On premise SharePoint
- Google Docs
- External Collaboration (BOX etc)
Websites- HTMLASPx Google Sites LifeRay
Site infrastructure conversion- Disaster Recovery HWSW- Network (Routers Switches Wireless)- Server Storage- Software Delivery- Remote Desktop and Terminal Services
(application presentation environment)- PCs and devices (includes image build)- Specialty devices
bull Print fax copybull Specialty printers (labels plotters 3D)bull RF devices (scan guns forklifts)
- Voice (phone voice mail call center mobile)
Asset inventory - Transfer of assets- Servers Storage devices- PCrsquos and Mobile Devices- Contracts amp re-contracting- SW licenses and services- Circuits
copy 2014 McGladrey LLP All Rights Reserved
What are you migrating
copy 2014 McGladrey LLP All Rights Reserved
How are you migrating
Clockwork will migrate ldquoFrom any SQL server based ECMS (EDRMS DMS CMS) with files stored on a network drive or share ECMSs like docs open worksite FileNet Hummingbird DM6 etcrdquo
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration steps
copy 2014 McGladrey LLP All Rights Reserved
Always do a pre-migration analysis
6 Prsquos of a SharePoint migration- Proper
- Planning
- Prevents
- Piss
- Poor
- Performance
copy 2014 McGladrey LLP All Rights Reserved
Define the scope
What platforms are you currently running on What platforms are you wanting to move onto What version of Windows and SQL Server are you
running What 3rd party features have been purchased and
installed
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Agenda
Elements of a migration Pre-migration steps Validation and testing Post migration steps QampA
copy 2014 McGladrey LLP All Rights Reserved
Elements of a migration
copy 2014 McGladrey LLP All Rights Reserved
What is a migration
Moving your content and processes from one storage platform to another
copy 2014 McGladrey LLP All Rights Reserved
Common infrastructure migration elements
E-mail (Exchange)- Office 365
- On-premises
- Gmail
Collaboration- Messaging
- LyncCommunicator
- Yammer
Intranet- Office 365 SharePoint
- On premise SharePoint
- Google Docs
- External Collaboration (BOX etc)
Websites- HTMLASPx Google Sites LifeRay
Site infrastructure conversion- Disaster Recovery HWSW- Network (Routers Switches Wireless)- Server Storage- Software Delivery- Remote Desktop and Terminal Services
(application presentation environment)- PCs and devices (includes image build)- Specialty devices
bull Print fax copybull Specialty printers (labels plotters 3D)bull RF devices (scan guns forklifts)
- Voice (phone voice mail call center mobile)
Asset inventory - Transfer of assets- Servers Storage devices- PCrsquos and Mobile Devices- Contracts amp re-contracting- SW licenses and services- Circuits
copy 2014 McGladrey LLP All Rights Reserved
What are you migrating
copy 2014 McGladrey LLP All Rights Reserved
How are you migrating
Clockwork will migrate ldquoFrom any SQL server based ECMS (EDRMS DMS CMS) with files stored on a network drive or share ECMSs like docs open worksite FileNet Hummingbird DM6 etcrdquo
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration steps
copy 2014 McGladrey LLP All Rights Reserved
Always do a pre-migration analysis
6 Prsquos of a SharePoint migration- Proper
- Planning
- Prevents
- Piss
- Poor
- Performance
copy 2014 McGladrey LLP All Rights Reserved
Define the scope
What platforms are you currently running on What platforms are you wanting to move onto What version of Windows and SQL Server are you
running What 3rd party features have been purchased and
installed
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Elements of a migration
copy 2014 McGladrey LLP All Rights Reserved
What is a migration
Moving your content and processes from one storage platform to another
copy 2014 McGladrey LLP All Rights Reserved
Common infrastructure migration elements
E-mail (Exchange)- Office 365
- On-premises
- Gmail
Collaboration- Messaging
- LyncCommunicator
- Yammer
Intranet- Office 365 SharePoint
- On premise SharePoint
- Google Docs
- External Collaboration (BOX etc)
Websites- HTMLASPx Google Sites LifeRay
Site infrastructure conversion- Disaster Recovery HWSW- Network (Routers Switches Wireless)- Server Storage- Software Delivery- Remote Desktop and Terminal Services
(application presentation environment)- PCs and devices (includes image build)- Specialty devices
bull Print fax copybull Specialty printers (labels plotters 3D)bull RF devices (scan guns forklifts)
- Voice (phone voice mail call center mobile)
Asset inventory - Transfer of assets- Servers Storage devices- PCrsquos and Mobile Devices- Contracts amp re-contracting- SW licenses and services- Circuits
copy 2014 McGladrey LLP All Rights Reserved
What are you migrating
copy 2014 McGladrey LLP All Rights Reserved
How are you migrating
Clockwork will migrate ldquoFrom any SQL server based ECMS (EDRMS DMS CMS) with files stored on a network drive or share ECMSs like docs open worksite FileNet Hummingbird DM6 etcrdquo
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration steps
copy 2014 McGladrey LLP All Rights Reserved
Always do a pre-migration analysis
6 Prsquos of a SharePoint migration- Proper
- Planning
- Prevents
- Piss
- Poor
- Performance
copy 2014 McGladrey LLP All Rights Reserved
Define the scope
What platforms are you currently running on What platforms are you wanting to move onto What version of Windows and SQL Server are you
running What 3rd party features have been purchased and
installed
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
What is a migration
Moving your content and processes from one storage platform to another
copy 2014 McGladrey LLP All Rights Reserved
Common infrastructure migration elements
E-mail (Exchange)- Office 365
- On-premises
- Gmail
Collaboration- Messaging
- LyncCommunicator
- Yammer
Intranet- Office 365 SharePoint
- On premise SharePoint
- Google Docs
- External Collaboration (BOX etc)
Websites- HTMLASPx Google Sites LifeRay
Site infrastructure conversion- Disaster Recovery HWSW- Network (Routers Switches Wireless)- Server Storage- Software Delivery- Remote Desktop and Terminal Services
(application presentation environment)- PCs and devices (includes image build)- Specialty devices
bull Print fax copybull Specialty printers (labels plotters 3D)bull RF devices (scan guns forklifts)
- Voice (phone voice mail call center mobile)
Asset inventory - Transfer of assets- Servers Storage devices- PCrsquos and Mobile Devices- Contracts amp re-contracting- SW licenses and services- Circuits
copy 2014 McGladrey LLP All Rights Reserved
What are you migrating
copy 2014 McGladrey LLP All Rights Reserved
How are you migrating
Clockwork will migrate ldquoFrom any SQL server based ECMS (EDRMS DMS CMS) with files stored on a network drive or share ECMSs like docs open worksite FileNet Hummingbird DM6 etcrdquo
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration steps
copy 2014 McGladrey LLP All Rights Reserved
Always do a pre-migration analysis
6 Prsquos of a SharePoint migration- Proper
- Planning
- Prevents
- Piss
- Poor
- Performance
copy 2014 McGladrey LLP All Rights Reserved
Define the scope
What platforms are you currently running on What platforms are you wanting to move onto What version of Windows and SQL Server are you
running What 3rd party features have been purchased and
installed
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Common infrastructure migration elements
E-mail (Exchange)- Office 365
- On-premises
- Gmail
Collaboration- Messaging
- LyncCommunicator
- Yammer
Intranet- Office 365 SharePoint
- On premise SharePoint
- Google Docs
- External Collaboration (BOX etc)
Websites- HTMLASPx Google Sites LifeRay
Site infrastructure conversion- Disaster Recovery HWSW- Network (Routers Switches Wireless)- Server Storage- Software Delivery- Remote Desktop and Terminal Services
(application presentation environment)- PCs and devices (includes image build)- Specialty devices
bull Print fax copybull Specialty printers (labels plotters 3D)bull RF devices (scan guns forklifts)
- Voice (phone voice mail call center mobile)
Asset inventory - Transfer of assets- Servers Storage devices- PCrsquos and Mobile Devices- Contracts amp re-contracting- SW licenses and services- Circuits
copy 2014 McGladrey LLP All Rights Reserved
What are you migrating
copy 2014 McGladrey LLP All Rights Reserved
How are you migrating
Clockwork will migrate ldquoFrom any SQL server based ECMS (EDRMS DMS CMS) with files stored on a network drive or share ECMSs like docs open worksite FileNet Hummingbird DM6 etcrdquo
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration steps
copy 2014 McGladrey LLP All Rights Reserved
Always do a pre-migration analysis
6 Prsquos of a SharePoint migration- Proper
- Planning
- Prevents
- Piss
- Poor
- Performance
copy 2014 McGladrey LLP All Rights Reserved
Define the scope
What platforms are you currently running on What platforms are you wanting to move onto What version of Windows and SQL Server are you
running What 3rd party features have been purchased and
installed
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
What are you migrating
copy 2014 McGladrey LLP All Rights Reserved
How are you migrating
Clockwork will migrate ldquoFrom any SQL server based ECMS (EDRMS DMS CMS) with files stored on a network drive or share ECMSs like docs open worksite FileNet Hummingbird DM6 etcrdquo
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration steps
copy 2014 McGladrey LLP All Rights Reserved
Always do a pre-migration analysis
6 Prsquos of a SharePoint migration- Proper
- Planning
- Prevents
- Piss
- Poor
- Performance
copy 2014 McGladrey LLP All Rights Reserved
Define the scope
What platforms are you currently running on What platforms are you wanting to move onto What version of Windows and SQL Server are you
running What 3rd party features have been purchased and
installed
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
How are you migrating
Clockwork will migrate ldquoFrom any SQL server based ECMS (EDRMS DMS CMS) with files stored on a network drive or share ECMSs like docs open worksite FileNet Hummingbird DM6 etcrdquo
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration steps
copy 2014 McGladrey LLP All Rights Reserved
Always do a pre-migration analysis
6 Prsquos of a SharePoint migration- Proper
- Planning
- Prevents
- Piss
- Poor
- Performance
copy 2014 McGladrey LLP All Rights Reserved
Define the scope
What platforms are you currently running on What platforms are you wanting to move onto What version of Windows and SQL Server are you
running What 3rd party features have been purchased and
installed
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration steps
copy 2014 McGladrey LLP All Rights Reserved
Always do a pre-migration analysis
6 Prsquos of a SharePoint migration- Proper
- Planning
- Prevents
- Piss
- Poor
- Performance
copy 2014 McGladrey LLP All Rights Reserved
Define the scope
What platforms are you currently running on What platforms are you wanting to move onto What version of Windows and SQL Server are you
running What 3rd party features have been purchased and
installed
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Always do a pre-migration analysis
6 Prsquos of a SharePoint migration- Proper
- Planning
- Prevents
- Piss
- Poor
- Performance
copy 2014 McGladrey LLP All Rights Reserved
Define the scope
What platforms are you currently running on What platforms are you wanting to move onto What version of Windows and SQL Server are you
running What 3rd party features have been purchased and
installed
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Define the scope
What platforms are you currently running on What platforms are you wanting to move onto What version of Windows and SQL Server are you
running What 3rd party features have been purchased and
installed
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Define the plan
Create a validation plan Identify the validation team Define a rough but meaningful schedule Extract accounts and security groups and create a
mapping excel file
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Document things that may not migrate
Plan for information re-architecture Customizations or custom branding InfoPath development ndash codeno code solutions Document the search crawl schedule Document the UPS synch service connection
settings Managed metadata library views
- Libraries may contain left navigation for managed metadata on the list
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Document more stuff
Document management and records management features such as- Content hub syndication
- Managed metadata
- Content organizer rules
- Information policies (Retention purging disposition)
- Content type security
Document ID feature (custom prefixes) Assure all lsquoLookup Listrsquo ID fields are sequential Document templates Data connection libraries
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Clean your ldquohouserdquo
Remove orphans Empty recycle bins Clean up unused SharePoint groups Delete any unused sites Re-distribute your large site collections Large lists and views Identify and remove duplicate content Identify and document your workflows Identify and remove duplicate content
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Document site and site collection meetings
bull Document by exporting to PowerShell- See Document farm configuration settings in SharePoint 2013
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
Analyze Sites- Site templates
- Site features
- Web parts
- Choose to include sub-sites
bull Most tools only migrate to one level down
Analyze Lists- Total items gt 5000
- List size limitation gt 1GB
Analyze Items - Item size limit
- File path length
- Blocked file extensions
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration analysis
0 to 1 B3
1 to 1024 B
10
1 to 1024 KB69
1 to 1024 MB18
Number of Files by Size
0 to 1 B
1 to 1024 B
1 to 1024 KB
1 to 1024 MB
pdf38
xls15
doc10
xlsx10
db8
lnk8
docx5
txt3
zip3
Number of Files by Ex-tension
xls
doc
xlsx
db
lnk
docx
txt
zip
Others
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Sharegate
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Sharegate
2 possible solutions to this issue- 1) Set the destination library to allow draft versions This can be done by
going in the destination library settings in SharePoint and then going in the versioning settings
- 2) Make sure you have at least one major (published) version of the document at the source
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Pre-migration check - Quest and MetaViz
File without a published major version
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
01 version migration - Dell and MetaViz
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Run your migration
Recharge your phone for tomorrowrsquos call
Set up your iTunes playlist
Family must eat call for pizza
Family must eat tomorrow call Peapod now
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Validating and testing
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
List validation
Library Structure amp Configuration SettingVersioning settings Major Minor Limit 50 Alert Settings Disable Number of checked out files Check them inRating settings Turn off
Document ID SettingDocument the prefix and reapply IDs may differ due to deleted items
Advanced settings Document allLibrary metadata navigation settings Existsdocumented Individual item permissions Beware slower migration
If library with folders is default view a flat viewChange default view to allow for tool to correctly migrate folders
Content Types Counted and named
Lookup columnsWhat are the listscolumnsAssure the IDs are sequential
Workflows Document amp disableCreated column values must migrate YNCreated By values must migrate YNModified column values must migrate YNModified By column values must migrate YNVersion numbers of files match YN
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Use this macro to get the URL from an Excel hyperlink
Function GetURL(rng As Range) As String On Error Resume Next GetURL = rngHyperlinks(1)AddressEnd Function
Use a VLOOKUP() method to verify that your source and destination lists match
VLOOKUP(lookup_valuetable_arraycol_index_numrange_lookup)
1 The link you are looking to match
2 The table where the match is stored
3 The column of the index (where you would find the value in 1
4 This should be FALSE to specify an EXACT match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
On your VLOOKUP column just filter on NA to see what content doesnrsquot have a match
Using Excel for library validation
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Migration misfits
Social features Newsfeeds Discussions Noteboards Orphan sites Dev environments Archives
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions
Issue Resolution
Occasionally the migration completes with errorsRe-migrate the site Incremental migration does not fix the problem most of the time Could be timeouts or VPN issues Always use a wired connection
Wiki Pages If the pages contain social web parts they migrate with broken list associations and appear as broken web parts
Most tools do not support social features Use Sharegate to copy the site pages directory successfully any permissions will need to be reapplied
If a library has non inherited permissions and the library is empty the applied permissions are not copied
Manually copy the permissions This scenario is common where site templates are used Sites that are pre built but empty
Library Ratings feature does not turn on when ratings are copied
Manually activate the rating feature on the document library Re migrate the of ratings and likes
Library Metadata navigation - does not migrate
Manually create the metadata navigation after creating the screenshot from the source
Library Advanced Options gt Open in client application By Default - does not migrate
Manually set the option after the library migration is complete
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
Library draft item security if MajMin versioning is selected does not migrate
Manually set the option after the library migration is complete
All the site columns in the document library are not migrated
Manually compare the site columns in the source library with the site columns in the destination library Normally due to content types not migrated or lookup lists not created
Some metadata does not migrate occasionally for a library
Re migrate the metadata only for each item using upload from CSV feature
Community site feature does not migrate at allRecommended to turn this feature off in the SharePoint on-premises environment prior to migration or do not migrate newsfeeds etc
Newsfeeds and other social features do not migrate Notify business that SharePoint newsfeeds will not copy
If you create a migration scenario where you set up a blank site first and migrate content with overwrite and your source site has a wiki homepage with a shared documents web part on it the Site pages wiki default page will contain a ldquodocuments library web part and not a shared documents web part
Manually check the library name and re migrate after cleaning the source library names You will wind up with a shared documents1 library 2013 the external name for the shared documents library is Documents
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Issue Resolution
HTML website conversions that are not supported by tools
HTML websites such as Google Sites and LifeRay are pure HTML Tools can export these as XHTML and can reimport into SharePoint but the display is funky and the attached files are glommed into a folder
User mappings
ShareGate uses a Proprietary XML Not very user friendly Slow to load 1000rsquos of users Slow to create a mapping file of 1000 users MetaViz and Dell Migration Suite both use a simple csv format
Migration performanceMost tools have a performance slider Translates to of threads used O365 to O365 migrations requires the slowest slider setting
Account that you are migrating with is an adminRemember that the logged in account will be used when the above User mappings fail or are not found
Migration issues and resolutions (cont)
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Migration issues and resolutions (cont)
Issue Resolution
SPO AD Security Groups not migrated
Extract the Source Sitersquos security group users into a CSV and recreate
$Cred = Get-Credential$Session = New-PSSession -ConfigurationName MicrosoftExchange -ConnectionUri httpspsoutlookcompowershell -Credential $Cred -Authentication Basic -AllowRedirectionImport-PSSession $Session get-distributiongroupmember ldquoContosoMarketing | Export-CSV cContosoMarketingcsv
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Post migration steps
How to lock the source SPO site from user access
Connect-SPOService -Url https[yoursite]-adminsharepointcomSet-SPOSite -Identity httpsyoursitesharepointcomsitesblah -LockState UnLock or NoAccess
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Large migrations and family life
Only contact me via text please do not call me Please answer the door when the Pizza or Peapod
guy gets here Yes I know it is 630 pm and Irsquom still in my
pajamas stop reminding me Promise to resume normal parenting activities when
the migration is over
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
A look aheadhellip
Why wont Microsoft migrate my cloud to cloud migration or rename my tenant
What about my social features What is Fast Track
- deployofficecom
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Further reading
Orphan Users - Employees who are no longer with the company could possibly still be in the permission
schema in SharePoint
- For a script to remove SharePoint users see
bull httpweblogsaspnetbsimserpowershell-tools-removing-orphaned-users-from-sharepoint
- For SP2010 MySite Clean up job see
bull httpwwwharbarnetarchive20110210account-deletion-and-sharepoint-2010-user-profile-synchronizationaspx
Duplicate Content Identification and Removal- See this post for a SP20102007 PowerShell
bull httpwwwpointbeyondcom20110824finding-duplicate-documents-in-sharepoint-using-powershell
Export Site Features PowerShell for On Premises - See Document farm configuration settings in SharePoint 2013
bull httptechnetmicrosoftcomen-uslibraryff645391(v=office15)aspx
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
QampA
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
Contact information
JohnMongell mongellblogspotcom JohnMongellmcgladreycom
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
Was made possible by the generous support of the
following sponsorshellip
And by your participationhellip Thank you
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
Be sure to fill out your eval form amp turn in at the
end of the day for a ticket to the BIG raffle
Join us for the raffle amp SharePint following the last session
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-
copy 2014 McGladrey LLP All Rights Reserved
This document contains general information may be based on authorities that are subject to change and is not a substitute for professional advice or services This document does not constitute assurance tax consulting business financial investment legal or other professional advice and you should consult a qualified professional advisor before taking any action based on the information herein McGladrey LLP its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person
McGladrey LLP is an Iowa limited liability partnership and the US member firm of RSM International a global network of independent accounting tax and consulting firms The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other Each member firm is responsible only for its own acts and omissions and not those of any other party McGladreyreg the McGladrey logo the McGladrey Classic logo The power of being understoodreg Power comes from being understoodreg and Experience the power of being understoodreg are registered trademarks of McGladrey LLP copy 2014 McGladrey LLP All Rights Reserved
McGladrey LLP
80 City Square
Boston MA 02129
8002743978wwwmcgladreycom
- SharePoint Migration Pitfalls from the Crypt
- Was made possible by the generous support of the following spon
- McGladrey overview
- Industries we serve
- McGladrey locations
- Todayrsquos presenter
- Agenda
- Elements of a migration
- What is a migration
- Common infrastructure migration elements
- What are you migrating
- How are you migrating
- Pre-migration steps
- Always do a pre-migration analysis
- Define the scope
- Define the plan
- Document things that may not migrate
- Document more stuff
- Clean your ldquohouserdquo
- Document site and site collection meetings
- Pre-migration analysis
- Pre-migration analysis (2)
- Pre-migration check - Sharegate
- 01 version migration - Sharegate
- Pre-migration check - Quest and MetaViz
- 01 version migration - Dell and MetaViz
- Run your migration
- Validating and testing
- List validation
- Slide 30
- Using Excel for library validation
- Migration misfits
- Migration issues and resolutions
- Migration issues and resolutions (cont)
- Migration issues and resolutions (cont) (2)
- Migration issues and resolutions (cont) (3)
- Post migration steps
- Post migration steps (2)
- Large migrations and family life
- A look aheadhellip
- Further reading
- QampA
- Contact information
- Was made possible by the generous support of the following spon (2)
- Be sure to fill out your eval form amp turn in at the end of the
- Slide 46
-