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A T C S C C O N F E R E N C E

H O S T E D B Y M I C R O S O F T

SharePoint Upgrade

Brandon Murray, Solutions Architectbrandon.murray@tcsc.com

AGENDA

SharePoint today

Upgrade methods

Lessons learned

Q&A

SharePoint Today

SHAREPOINT 2016

What is SharePoint Server 2016?• Latest server version of SharePoint (on-premises or IaaS)

• Focus on improvements to farm architecture, maintenance, cloud/on-prem hybrid

• Some new features:• Durable links

• Revamped mobile experience

• MinRole

• Fast, no downtime patching

• Hybrid services like Search, Managed Metadata, Auditing, OneDrive

SHAREPOINT 2016

What is SharePoint Server 2016?• Plus, everything SharePoint 2013 brought to the table...

• Powerful search capabilities

• OneDrive for Business file synchronization

• Modern UI with drag and drop and easy sharing

• Document Preview panel

• New business intelligence capabilities

• Flexible external sharing model

• Revamped social experience

• Much, much more...

SHAREPOINT 2016

SHAREPOINT ONLINE

SHAREPOINT ONLINE

What is SharePoint Online?• The ultimate upgrade!

• The most advanced and feature-rich version of SharePoint

• Typically comes along with a subscription to Office 365

• Has nearly everything SharePoint Server 2016 has, and much more

• Tight integration with the suite of Office 365 products

SHAREPOINT ONLINE

What is SharePoint Online?• Reduced administrative headache! (But not eliminated

altogether)

• Different set of requirements, instead of network speed and hardware, you need Internet bandwidth and licensing

• Play in Microsoft’s world, play by Microsoft’s rules

SHAREPOINT ONLINE

Upgrade Methods

UPGRADE

Upgrade Migration Manual

SharePoint 2016

SharePoint Online

UPGRADE

Upgrade Migration Manual

SharePoint 2016

SharePoint Online

FIRST THINGS FIRST

Set up new farm or tenant

• Prepare source SharePoint farm for upgrade

• Install & configure SharePoint 2016 farm or provision SharePoint Online

• Install customizations

UPGRADE DATABASES

20162013

Single-Hop Upgrade

UPGRADE DATABASES

201620132010

Double-Hop Upgrade

UPGRADE DATABASES

2016201320102007

Triple-Hop Upgrade

MIGRATE CONTENT

2016201320102007

UPGRADE OR MIGRATION?

UPGRADE OR MIGRATION?

Pick Upgrade if...• You don’t want to change your

information architecture

• You just want to upgrade to the next version

• You have a well-documented and governed farm

• Customizations can be upgraded

• You don’t have much content or customization

UPGRADE OR MIGRATION?

Pick Migration if...• You want to reorganize your site

and make a new information architecture

• You’re current farm is way behind the desired version

• You want to move your site a little bit at a time

• You don’t have much content or customization

Lessons Learned

LESSONS LEARNED

Document your old farm

• Inventory of web applications, content databases, sites, webs

• Customizations and special features like Project Server or SSRS

• Governance and information architecture

LESSONS LEARNED

Clean up your old farm!

It’s tempting to skip this, particularly if you’re going with a migration tool approach.

...But don’t!

It will come back to bite you...

LESSONS LEARNED

Clean up your old farm!

• Run Test-SPContentDatabase to find upgrade issues

• Delete old content and sites

• Remove unneeded customizations

LESSONS LEARNED

Don’t skimp on your upgrade hardware

• For upgrades, SQL Server needs RAM and processing power

• For migrations, the PC running your tool needs solid network connections and fast WFEs

• Complex upgrades can take a loooong time

LESSONS LEARNED

Test your upgrade strategy

• You never know what might be lurking in your farm!

• If possible, don’t commit to a go-live date until you’ve tested upgrade

• Get to know your migration tool

LESSONS LEARNED

2016201320102007 RTM

QUADRUPLE-Hop Upgrade

2007 SP2

LESSONS LEARNED

Start preparing today...

• Good governance yields a good upgrade

• Keep your databases small!

• Trim the fat regularly

• Know your SharePoint in and out

Q&A

• Health Check

• Upgrade Assessment

• Governance Planning

• SharePoint Online Migration Services

• SharePoint Server Installation & Configuration

• Azure Everywhere

TCSC CAN HELP

LET’S GET STARTEDWe’re ready as soon as you are.

THANK YOU

A T C S C C O N F E R E N C E

H O S T E D B Y M I C R O S O F T

Brandon Murray, Solutions Architectbrandon.murray@tcsc.com