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No Data Left Behind: A SharePoint 2013 Migration

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Your Presenter

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Julie BoudroMaster SharePoint Consultant & TechnicianJulieB@cdh.com

Julie Boudro»SharePoint Architect

» julieb@cdh.com» https://www.linkedin.com/pub/julie-boudro/9/677/143

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Today’s Objectives

»Cleaning house, a review of your existing environment

»Packing up, collecting all customizations

»On the move…to SharePoint 2013

Discussion

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Product Lifecycle

» SharePoint 2003

» SharePoint 2007

» SharePoint 2010

» SharePoint 2010 Mainstream Support

» SharePoint 2013

» SharePoint 2016

»October 1, 2003

»November 2006

»May 12, 2010

»October 13, 2015

»February 28, 2013

»Q2 2016

Dates of Interest Editions

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A review of your existing environment

Cleaning House

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Cleaning House

»Content

»Customizations

»Farm Configurations

»Logical Structure

»Storage

»Authentication

»Branding

Taking Inventory

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Cleaning House

»Content Audit » Is there information or sites that

can be deleted» Inventory types of files

(documents, images, videos)» Goal is to reduce the overall

size of the database or what is

migrated

»Reorganization (upgrades)» Take the opportunity to break

up large portals into multiple site collections

» Supports a phased approach for upgrading

Content

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Content Planning

Item # Page/Document Name ReferenceMigrate/Archive/

Delete Comments/Notes

1 Corporate Handbook Migrate

2 Benefit summaryLocated under HR network Migrate

Replace with current year

3 Wellness program information DeleteProgram no longer available

4 Holidays Migrate Listing of dates5 Paid days off Migrate Listing of dates6 Company policies Archive7 Employee Feedback Delete

Content Audit Analysis

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Cleaning House

» Shared Service Providers (2007)

» Service Applications (2010)

» User Profile Properties

» Service Accounts

» Content Databases

» Authentication Provider

» Anonymous Access

» Authentication Types (FBA)

» Blocked file types

» Quotas

» Office Web Apps

» Content sources / Search schema

» Patch level

» Email settings (incoming /outgoing)

Farm Configurations

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Cleaning House

»Number of web applications

»Host name site collections (2010)

»Number of site collections

»Managed paths

»Alternate Access Mappings / IIS Bindings

»Database sizes» Double disk space

»Search Index

»Logs

Logical Structure Storage

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Cleaning House

»Kerberos

»Windows Classic (2007 / 2010)

»Forms based authentication

»Custom membership providers

»Third party solutions

»Custom master pages

»Custom page layouts

»CSS / Images

» JavaScript

Authentication Branding

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Cleaning House

»2010 Document Farm configuration using PowerShell» https://technet.microsoft.com/en-us/library/ff645391.aspx

» Upgrade planning worksheet for 2013» http://www.microsoft.com/en-us/download/details.aspx?id=30370

Tools

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Collecting all customizations

Packing Up

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Packing Up

»Master pages

»Themes

»Web Pages

»Web Parts

»Custom JavaScript

»Custom CSS files

» Should not affect database upgrade.

» For site upgrades: likely to work well in 2010 mode, but need changes to work in 2013 mode.

» Test carefully in both modes.

Visual Customizations Impact on Upgrade

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Packing Up

»Content types

»List types

»Web Template

»Site definitions

»Unghosted pages

»Can affect database upgrade if content or list type names conflict with new content or list types in the product, or if templates or definitions are missing.

Data structure affecting Impact on Upgrade

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Packing Up

»Web services

»Windows services

»HTTP handler

»HTTP module

»Might not be compatible with SharePoint 2013.

»Test carefully to determine effect.

»Be prepared to remove or replace.

Non-visually affecting Impact on Upgrade

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Packing Up

»Third-party add on’s

»Custom development

»Farm solutions

»Needs to be upgraded to new version

»Might not be compatible in the cloud

»Upgrade & redeploy

Custom Development Impact on Upgrade

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Packing Up

» Is the customization still valuable?

» Is the customization well-designed?

»Keep the customizations, don't upgrade the sites   

»Replace or redo the customizations   

»Discard the customization

Evaluating Customizations

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Packing Up

» Get list of farm features» Get-SPFeature | Export-Clixml .\Get-SPFeature.xml

» Get list of farm solutions» Get-SPSolution | Export-Clixml .\Get-SPSolution.xml

» Export Farm solutions» (Get-SPFarm).Solutions | ForEach-Object{$var = (Get-Location).Path + “\”+ $_.Name;

$_.SolutionFile.SaveAs($var)}

» Identify missing files» Test-SPContentDatabase 

Tools

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Packing Up

Creating a customization plan

»https://technet.microsoft.com/en-us/library/cc263203.aspx

Branding Implications

»https://technet.microsoft.com/en-us/library/dn178510.aspx

Resources

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Break

SharePoint 2013 and beyond

On the move

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On the move

»SharePoint 2003/2007

»SharePoint 2010 to O365

»SharePoint 2010 to 2013

»SharePoint 2013 to O365

»Migrate

»Migrate

»Upgrade

»Migrate

Upgrade or Migrate Best approach

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On the move

»Reorganization

»Staged approach

»Change information architecture

»Bring only what’s relevant

»Third party tool required

»Doesn’t include custom solutions

»Doesn’t migrate all service applications

Migration Pros Migration Cons

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On the move

»Prepare the environment

»Site customization planning» Removed, Redone, Updated

»Security model

»Storage allocation

»Communication Plan

»Develop a migration plan» Determine site structure» Data to be migrated» Is the meta data changing» Reorganization» List template remapping

(O365)

Migration Steps

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On the move

» License Model

» Tenant & site collection structure

» Custom development

» Service Applications impact» Search» Managed Metadata» BDC

»Active Directory Integration

»Lightweight administration

»No server side code – CSOM

»No vanity URLs

O365 Considerations

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On the move

»MetaVis

»ShareGate

»AvePoint

»Dell Migration Manager

»Manual migration

Migration Tools

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On the move

»No in-place upgrade

»Environment preparation» New SQL Server / Instance» New Web Servers (no more

standalone installations)» New SharePoint Service Accounts

»Reorganization

»Customizations

»Visual Redesign

»Database backups

»Classic to Claims

»2010 & 2013 Hive

Upgrade Preparation

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On the move

» 500 users or less

» 2 drives, 100 GB each

» Two-tier server farm

» 64-bit, 4 cores

» SQL 2008 R2 with SP1

» Windows Server 2012

Environment Specifications – Small Farm Server AWeb Front End

12 GB Ram

Server BBatch processing

20 GB Ram

Server CSQL Server32 GB Ram

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On the move

» 4,000 users or less

» 2 drives, 200 GB each

» Three-tier server farm

» 64-bit, 4 cores

» SQL 2008 R2 with SP1

» Windows Server 2012

Environment Specifications – Medium Server AWeb Front End

12 GB Ram

Server BBatch processing

20 GB Ram

Server CSQL Server32 GB Ram

Server AWeb Front End

12 GB Ram

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On the move

» 8,000 users or less

» 2 drives, 200 GB each

» Three-tier server farm

» 64-bit, 4 cores

» SQL 2008 R2 with SP1

» Windows Server 2012

Environment Specifications – Large

SharePoint Web Front End Servers

Index Server Distributed Cache

Central AdminService Apps

SharePoint Application Servers

SQL Cluster

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On the move

1. Install SharePoint Farm

2. Configure Managed Accounts

3. Start the necessary services» If you are upgrading search database, search will not start via the

Services on Server » Must use PowerShell

Upgrade Steps

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On the move

$SearchInst = Get-SPEnterpriseSearchServiceInstance

# Stores the identity for the Search service instance on this

server as a variable

Start-SPServiceInstance $SearchInst

# Starts the service instance

Starting Search Service (upgrade step only)

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On the move

4. Upgrade Service Applications» Not all can be upgraded» Decide to recreate or start new» PowerShell or GUI

» Secure Store

» Business Data Connectivity (Secure store must be upgraded first)

» Managed Metadata Web

» PerformancePoint Services

» User Profile

» Search

Upgrade Steps Service Applications

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On the move

1. Restore SQL backup to empty database

2. PowerShell to create, attach, upgrade Service Application, » PowerShell to create proxy

3. OR, Can use Central Admin» Create Service Application, specify application pool» Enter the restored database name

4. Upgrading Service Applications

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Same name as restored DB

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On the move

»Set Application Pool Account$applicationPool = Get-SPServiceApplicationPool -Identity

'SharePoint Web Services default‘

»Creating Service Application / Upgrade$sss = New-SPSecureStoreServiceApplication -Name 'Secure Store'

-ApplicationPool $applicationPool -DatabaseName

'SecureStore_Upgrade_DB' –AuditingEnabled

Tools – PowerShell Create/Upgrade Service Applications

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On the move

»Creating Proxy

$sssp = New-SPSecureStoreServiceApplicationProxy -

Name ProxyName -ServiceApplication $sss -

DefaultProxyGroup

»Upgrade Service Applications Reference» https://technet.microsoft.com/en-us/library/jj839719.aspx

Tools

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On the move

5. Deploy features/solutions to the farm

6. Create 2010 Mode Web Applications» Must be done via PowerShell» Can be Classic or Claims

7. Attach content databases» Will act as a fully functioning 2010 Site.

Upgrade Steps

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On the move

PowerShell to Create 2010 Classic Web Application

New-SPWebApplication -name "ClassicAuthApp" -Port <XX> -

ApplicationPool "ClassicAuthAppPool" -ApplicationPoolAccount

(Get-SPManagedAccount "<domainname>\<user>")

Test Content Database

Test-SPContentDatabase -Name DatabaseName -WebApplication URL

Tools

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On the move

Attach Database (will perform an upgrade to 2013 – not visually)Mount-SPContentDatabase "<ContentDb>" -DatabaseServer

"<DbServer>" -WebApplication http://SiteName

Tools

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On the move

»Before attach – impact on end users during cut over

»After attach – ability to test

»Cannot create classic web applications via GUI in 2013

8. Convert classic to claims

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On the move

Convert Web Application to Claims

Convert-SPWebApplication -Identity <yourWebAppUrl> -

To Claims -RetainPermissions [ -Force]

Tools

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On the move

9. Test (2010 Mode)» User Access » Forms / Workflow» Custom solutions

10.Request evaluation site collection

Upgrade Steps

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On the move

»Trial run of the 2013 visual elements»2010 master pages DO NOT WORK AT ALL

»Custom code running in 2013 mode»Site Collection by site collection»Full duplicate size of content database

Evaluation Site Collection

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On the move

»Greater than 100 GB must be done via PowerShell»Will lock the site collection during the request = no

access»Deleted automatically after 30 days»Timer job runs nightly at 1:00

Evaluation Site Collection

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On the move

12.Test 2013

13.Finalize visual upgrade on a site collection by site collection basis

Upgrade Steps

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What’s New in 2013 & 2016

Sneak Peak

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What’s New

»Content Search

»Community Sites

»Hybrid configurations

»Mobile touch

»Design manager

»Cross site publishing

»Streamlined patch management

»Role based installations

»Template based site creation

What’s New 2013 What’s New in 2016

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Sneak Peak

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Sneak PeakAdministration Compliance

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Sneak PeakApp Launcher

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Sneak Peak

»http://www.microsoft.com/en-us/download/details.aspx?id=48712

Download 2016 Today!

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Thank you!