migration migraines – avoiding the tylenol

0

Migration Migraines Avoiding the Tylenol

9:10am - 10:00am, Room 606. NRG Park. Nov 5.

David FretteMoss Delight

Odin H. CastilloLogicBound, Inc.

1

Welcome to SharePoint TechFest

• Please turn off all electronic devices or set them to vibrate.

• If you must take a phone call, please do so in the lobby so as not to disturb others.

• Thanks to our Sponsors!

Thank you for being a part of the Houston SharePoint TechFest!

2

Migration Migraine

(Expectation)

(Reality)

3

“Generally speaking, a migration will magnify problems, not solve them”

Migration => migraine

4

• Houston-based organization

• Provide Consulting and Solutions based on improving business processes and access to data through technology based process improvements

• Industries served: Technology, Energy, Oil Field Services, Manufacturing, Investment Banking, Chemicals, Housing, Commodities Trading, Property Management, and Transportation

• Management has over 50 years of experience implementing and managing enterprise solutions

About Moss Delight Services

5

• Pre-Migration

• Know your

– Upgrade Path

– Players

– Content

– Architecture

Warm Up

6

Common Pre-Migration Problems

ProficiencyTraining

ArchitecturePerformance

ContentTopology

Size

7

If your users weren’t fluent in SP 2007/2010, they won’t be in SP 2013.

While 2013 might be a little more intuitive (debatable at best), if users don’t understand SharePoint, the UI won’t make them get it.

Proficiency

8

Training

If you didn’t have an adequate training program in SP 2007/2010, you won’t have one in SP 2013

• End Users

• Power Users

• Content Managers

• Administrators– Farm

– Site

• Developers

9

Performance

New hardware doesn’t solve software issues (but it doesn’t hurt)

• Servers

• SQL Cluster

• Load Balancers

10

Content

Redundant copies don’t vanish. Obsolete content doesn’t become relative, and search continues to remain cluttered.

“Those who cannot clean up the past content are condemned to

migrate it”

11

Topology

Site organization transfers right over. Migration is a great time to re-organize.

12

Size

whether the farm needs room to grow (400GB site collections, haven’t we learned by now?)

13

Know your upgrade path

Solutions and customizations

Service Applications

Content

3rd Party products

What’s deprecated

InfoPath Forms

14

Know your players

Advisory Board

Steering Committee

Business Sponsor

15

Assembling your Agents

16

Seek Help SharePoint skills are gained through doing – get someone with experience

Be careful that 5 years of experience means 5 years, not 1 year X 5

Be careful of so called SharePoint ‘experts’

An All-in-one SharePoint person is a fallacy

17

Communication & Sponsorship

18

Communication & Sponsorship

“Know thy Enemy”

• Be clear that– Change is coming (Broadcast & Narrowcast)

– Who and How are they going to be affected?

– You “will” need volunteers … it takes a village

• Have a plan and have it approved– Chart the course

– Get it approved at the highest level

• Let’s be honest, You’re going to make mistakes & learn along the way

19

Know your content

• Audit your sites

20

It’s not just data that is being migrated

• Well, yes Data, but what is it made of

– Versions, Metadata, Structure, Permissions, ∞!

– Will it migrate

• Don’t forget the system(s)

– Taxonomy (Site Map, Containers)

– Security (Permission Levels, Identities)

– Functionality and features

– Business Processes and custom development

21

Know your architecture

• Every SharePoint migration is also a rollout

22

Know your tools and resources

• PowerShell

• The Community

• Your SMEs

• Your Testers

• Review TechNet