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Wake Up! It’s Time To Migrate To
SharePoint 2013!
April 30, 2014
2 Copyright © Winxnet, 2014. Confidential and Proprietary.
Introductions
AMANDA
DOWNING
Winxnet VP of
SharePoint
Consulting
JASON
MARKHAM
Winxnet Senior
SharePoint
Architect
RICHARD
HARBRIDGE
Microsoft Partner
Technology
Strategist
3 Copyright © Winxnet, 2014. Confidential and Proprietary.
Agenda
1. Introductions
2. The Road Ahead
3. Why Migrate?
4. Migration Options
5. How to Succeed
6. Thank You! Offer
7. Q&A
74 Employees in the Eastern United States
44% Growth CY 2013
5 Major Business Areas
• IT Outsourcing / Managed IT Services / CIO
• Security and Compliance
• Infrastructure (Cloud) and IT Project services
• Application Development
• SharePoint and Business Process Consulting
Microsoft Certified Gold Partner – Portals and
Collaboration
Sponsor SharePoint Maine User Group (SPUGME)
5 Copyright © Winxnet, 2014. Confidential and Proprietary.
Agenda
1. Introductions
2. The Road Ahead
3. Why Migrate?
4. Migration Options
5. How to Succeed
6. Thank You! Offer
7. Q&A
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The Road Ahead…
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The Pace Of Business Is Accelerating…
The business has increasing expectations and wants results faster
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Where We Want To Be Isn’t Where We Are Today…
We all aspire help our organizations achieve more meaningful results
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The Road Ahead…
Looks different for all of us and is filled with challenges, road blocks and detours
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If We Don’t Keep Driving…
We will never get to be where we want & need to be
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Embracing The Change Helps To Break Through…
Organizations are embracing disruptive change to break through & drive results
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To Achieve Better Than Average Results
Many organizations are successful, but what about those really successful cases?
Solu
tio
ns
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To Achieve Better Than Average Results
What about tomorrows demands? Are you ready for those?
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To Achieve Better Than Average Results
Remote workers should have a great experience and access
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To Achieve Better Than Average Results
Support bring your own device, companion devices and flexible work styles
2005 2013
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To Achieve Better Than Average Results
It will be more and more challenging to meet expectations on legacy technology
17 Copyright © Winxnet, 2014. Confidential and Proprietary.
Agenda
1. Introductions
2. The Road Ahead
3. Why Migrate?
4. Migration Options
5. How to Succeed
6. Thank You! Offer
7. Q&A
18 Copyright © Winxnet, 2014. Confidential and Proprietary.
Better End User Experience
Strengthened Social
Broader Browser and Mobile
Support
Workflow Infrastructure Change
Improved Search
Metadata Navigation
App Framework
Office Web Apps Change
Why Migrate?
19 Copyright © Winxnet, 2014. Confidential and Proprietary.
Do you break inheritance to
make permissions “work”?
Do you have to click too often to
get to your documents?
Do you wish you had a different
structure or a new look?
Migration Provides Opportunity:
• Spring Cleaning
• Rebranding
• Governance
Resolve Common Issues
20 Copyright © Winxnet, 2014. Confidential and Proprietary.
Common Migration Pitfalls
Customizations
• Have you applied a design/branding?
• Do you have custom / 3rd party web
parts? Or custom features/solutions?
• Do you use custom site templates (FAB
40 – Blast from the past)?
Top Technical Oversight
• Are you prepared to switch to Claims?
Communication
• Do you have a communication plan
with other IT support? With users?
21 Copyright © Winxnet, 2014. Confidential and Proprietary.
Agenda
1. Introductions
2. The Road Ahead
3. Why Migrate?
4. Migration Options
5. How to Succeed
6. Thank You! Offer
7. Q&A
22 Copyright © Winxnet, 2014. Confidential and Proprietary.
How is 2013 Migration Different?
Migrate Only; No Upgrade
• No Big Bang Approach
• No insert Disc; Click Next, Next
Dual Hive
• Run SharePoint 2010 and 2013 on
same hardware
• Upgrade the infrastructure without
upgrading to content
23 Copyright © Winxnet, 2014. Confidential and Proprietary.
Migration Options Pre 2010 – 2013
2003 to 2013
• 3rd Party Tool
• Pull the plug and pretend 2003 didn’t
exist
2007 to 2013
• Incremental OOTB Upgrade
− 2007 2010
− 2010 2013
• 3rd Party Tool
24 Copyright © Winxnet, 2014. Confidential and Proprietary.
Migration 2010 – 2013
Migration Options
• DB Attach
• 3rd Party
What are you migrating?
• Services
− Clean deployment
− Database attach
− 3rd Party Tool
• Content
− Database attach
− 3rd Party Tool
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Methodology
• Run Site Collection Health Checks
• Create Upgraded Eval Site
• Upgrade Actual Site
Install New Farm
Detach / Upgrade (Attach) Service
Application databases
Create Required
Web Applications
Detach / Upgrade (Attach) Content
databases
Upgrade Sites (Site
Collections)
1 2 3 4 5
SHAREPOINT 2013 UPGRADE PROCESS
Infrastructure / Back Office Setup Remediate Migrate Test / Update
26 Copyright © Winxnet, 2014. Confidential and Proprietary.
A New Farm, You Say
Hw / Sw Requirements
• SharePoint
− 8 GB RAM Minimum (12 GB Suggested)
− 64-bit, 4 core
• SQL Server
− 12 GB Minimum < 10k Users; 16GB > 10k
− 64-bit, 4 core or 8 core
• Windows 2008 R2 (2012 Suggested)
• Important Architecture Changes
− Office Web Apps
− Workflow Manager 2013
− Introduction of App Model
27 Copyright © Winxnet, 2014. Confidential and Proprietary.
Agenda
1. Introductions
2. The Road Ahead
3. Why Migrate?
4. Migration Options
5. How to Succeed
6. Thank You! Offer
7. Q&A
28 Copyright © Winxnet, 2014. Confidential and Proprietary.
How To Succeed
Pre-Project Planning
• Assess all Customization, Workflow, InfoPath, and
Design
• Run Health Analyzer and address issues
• Review content changes
• Modify architecture as needed
• Create communication and migration plans
Build SharePoint 2013 Test Environment
• Deploy all functionality to Test farm
• Migrate to Test
• Fix migration issues
• Re-run test migration as needed
Build Production Environment
• Migrate to Production
• Finalize documentation
29 Copyright © Winxnet, 2014. Confidential and Proprietary.
You May Need Tools
Are you going to:
Clean up before moving?
Schedule or “wave” migrations?
Migrate to/from a variety of
sources?
Reorganize content or allow for
more granular migration
options?
Migrate to O365?
30 Copyright © Winxnet, 2014. Confidential and Proprietary.
Resources
AvePoint SharePoint Migration:
http://www.avepoint.com/sharepoint-migration-tools/
ShareGate: http://en.share-gate.com/
Metalogix Content Matrix:
http://www.metalogix.com/Products/Content-Matrix.aspx
Microsoft TechCenter: http://technet.microsoft.com/en-
us/sharepoint/fp142375.aspx/
Microsoft TechNet (Services Upgrade):
http://technet.microsoft.com/en-
us/library/ee731990(v=office.15).aspx
Microsoft Channel 9 SharePoint Conference 2014:
http://channel9.msdn.com/Events/SharePoint-
Conference/2014
SharePoint Communities:
• SPYam on Yammer
• Local User Group
31 Copyright © Winxnet, 2014. Confidential and Proprietary.
Agenda
1. Introductions
2. The Road Ahead
3. Why Migrate?
4. Migration Options
5. How to Succeed
6. Thank You! Offer
7. Q&A
32 Copyright © Winxnet, 2014. Confidential and Proprietary.
As a Thank You for attending,
here’s a helping hand to get you
started!
Complementary
2 hours of migration
discovery or planning
Watch your email for more detail
or contact us at 866.946.9638 or
Thank You!
33 Copyright © Winxnet, 2014. Confidential and Proprietary.33 Copyright © Winxnet, 2013. Confidential and Proprietary.
QUESTIONS?
For more information contact:
Amanda Downing
Jason Markham
Copyright © 2014 by Winxnet
No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means — electronic, mechanical, photocopying, recording, or otherwise — without the permission of Winxnet.