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Page 1: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

SharePoint 2013The Essential Migration Process

in association with

Page 2: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

About Cygnet Infotech

We are a global IT services & solutions provider.

We provide custom software development services across technologies and domains to our clients in over 23 countries.

We are ISO 9001, ISO 27001 and CMMi Level III Certified

Learn more about us at www.cygnet-infotech.com

Page 3: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

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Page 4: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Today’s Webinar

SharePoint 2013 – The Essential Migration Process

Presenter:

Jay Mehta

SharePoint Consultant & MCT

Page 5: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Objectives

The Essential Migration Process to SharePoint 2013

How to migrate the content database to SharePoint 2013

How to migrate the service applications database to SharePoint 2013

How to migrate the site collections to SharePoint 2013

How to migrate the user experience to SharePoint 2013

How to migrate workflows to SharePoint 2013

How to manage disruptions and downtime

How to validate successful migration

Q&A

Page 6: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

The Essential Migration Process to SP 2013

Reasons to Migrate to SharePoint 2013

Obviously not for minor changes

ROI

Social Enterprise & WCM

Strong and Effective Enterprise Search

Sharing

Increase End User Productivity

Apps and the Marketplace

Improved BI for Decision Makers

Governance Automation

Easy moving from SharePoint 2013 to Office 365

Page 7: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Plan Prepare Test Implement Validate

SharePoint 2010

SharePoint 2013

SharePoint Migration Process

Page 8: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

The Essential Migration Process to SP 2013

Server Prerequisites

Remove previous version of SharePoint.

To use existing hardware

Backup your farm using SharePoint backup tool OR PowerShell

Uninstall Old SharePoint version and other dependent products

Find more details on TechNet about Hardware and Software for SharePoint 2013.

Page 9: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

The Essential Migration Process to SP 2013

End Client Software Requirement

Office 2010 or Office 2013

Full Offline and integrated experience

SharePoint Designer

SPD 2010 only works for SP version 14 sites

SPD 15 works for both SP versions 14 and 15 sites

Web Browser

Internet Explorer 8 or higher

Firefox (Latest version)

Chrome (Latest version)

Apple Safari (Latest version)

Page 10: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Understanding Migration – Process & Checklist

Migration Methods

Database Attach

Supported Databases for Database Attach Method

Content Databases Project Databases Search Admin Database Profile Database

Social Database Managed Metadata Databases Secure Store Database Access Database

Page 11: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Understanding Migration – Process & Checklist

Migration Methods

Database Attach

Unsupported Databases for Database Attach Method

Configuration Databases Sync Database Search Index Databases

In-Place Farm Upgrade (NOT SUPPORTED for V2V)

Page 12: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Understanding Migration – Process & Checklist

Preparing Check list

Content Databases

Service Applications

Farm/Web Application

Farm Settings

List down all the customizations

Plan Upgrade Performance

Page 13: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Objectives

The Essential Migration Process to SharePoint 2013

How to migrate the content database to SharePoint 2013

How to migrate the service applications database to SharePoint 2013

How to migrate the site collections to SharePoint 2013

How to migrate the user experience to SharePoint 2013

How to migrate workflows to SharePoint 2013

How to manage disruptions and downtime

How to validate successful migration

Q&A

Page 14: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Migrate Content Databases to SP 2013

Create a Web Application for Upgrade

Page 15: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Migrate Content Databases to SP 2013

PowerShell Commands

SharePoint Farm

Upgrade-SPFarm

Content Database

Mount-SPContentDatabase

Test-SPContentDatabase

Upgrade-SPContentDatabase

SharePoint Site

Test-SPSite

Repair-SPSite

Upgrade-SPSite

Page 16: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Migrate Content Databases to SP 2013

Migrate Content Database

Page 17: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Objectives

The Essential Migration Process to SharePoint 2013

How to migrate the content database to SharePoint 2013

How to migrate the service applications database to SharePoint 2013

How to migrate the site collections to SharePoint 2013

How to migrate the user experience to SharePoint 2013

How to migrate workflows to SharePoint 2013

How to manage disruptions and downtime

How to validate successful migration

Q&A

Page 18: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Migrate Service Apps Databases to SP 2013

PowerShell Commands

New-SPBusinessDataCatalogServiceApplication

New-SPMetadataServiceApplication

New-SPPerformancePointServiceApplication

New-SPProfileServiceApplication

New-SPProjectServiceApplication

New-SPSecureStoreApplication

New-SPSubscriptionSettingsServiceApplication

Restore-SPEnterpriseSearchServiceApplication

Upgrade-SPEnterpriseSearchServiceApplication

Upgrade-SPEnterpriseSearchServiceApplicationSiteSettings

Page 19: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Objectives

The Essential Migration Process to SharePoint 2013

How to migrate the content database to SharePoint 2013

How to migrate the service applications database to SharePoint 2013

How to migrate the site collections to SharePoint 2013

How to migrate the user experience to SharePoint 2013

How to migrate workflows to SharePoint 2013

How to manage disruptions and downtime

How to validate successful migration

Q&A

Page 20: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Migrate Site Collections to SP 2013

Deferred Site Collection Upgrade

Faster upgrade approach

It is the replacement of Visual Upgrade feature

Visual upgrade preserves old master pages, CSS and HTML files only where deferred site collection upgrade preserves many things, even Features.

This upgrade allows you to use previous version of SharePoint UI seamlessly.

Main difference – Site Collection (SPSite) UI will be upgraded granularly instead of Site (SPWeb).

“Once the site collection is upgraded then it cannot be rolled back.”

Page 21: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Page Rendering Coexistence

Page 22: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Migrate Site Collections to SP 2013

Feature Fallback Behavior

SP 2013 Features List

SP 2013 Features SP 2010

Features

SP 2013 Features

Only

Deprecated Features -

“Hidden”

SP 2010 Features List

SP 2010 Features replaced

by SP 2013 Features

SP 2010 Features

OnlySP 2010 Deprecated

Features

SP 2013 Mode

Lookups

SP 2010 Mode

Lookups

Page 23: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Objectives

The Essential Migration Process to SharePoint 2013

How to migrate the content database to SharePoint 2013

How to migrate the service applications database to SharePoint 2013

How to migrate the site collections to SharePoint 2013

How to migrate the user experience to SharePoint 2013

How to migrate workflows to SharePoint 2013

How to manage disruptions and downtime

How to validate successful migration

Q&A

Page 24: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Migrate – Customizations & SP 2013 UI/UX

Understand Customization Categories

UI

Information Structure

Back-end Service Applications

3rd Party Customizations

SharePoint 2013 User Experience

SP Mode 14

SP Mode 15

Page 25: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Migrate – Customizations & SP 2013 UI/UX

Copy Customizations to SP 2013 Farm

Page 26: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Objectives

The Essential Migration Process to SharePoint 2013

How to migrate the content database to SharePoint 2013

How to migrate the service applications database to SharePoint 2013

How to migrate the site collections to SharePoint 2013

How to migrate the user experience to SharePoint 2013

How to migrate workflows to SharePoint 2013

How to manage disruptions and downtime

How to validate successful migration

Q&A

Page 27: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Set up Windows Server 2012 server with SQL Server 2008 R2 / 2012 and SharePoint 2013

farm

Copy the SharePoint Server 2010 Content Database(s) to the SharePoint 2013 Server

farm i.e. Backup SharePoint 2010 content databases and Restore to target SQL Server

A. Create SharePoint 2013 Web Application

B. Attach and upgrade the content database(s)

Upgrade the site collection(s) using deferred site collection upgrade method

Activate and Verify SharePoint OOTB Workflows Feature

Migrate SharePoint OOTB Workflows

Page 28: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Enables SharePoint 2010 Workflows to work in SP 2013

Negotiates between two versions of SharePointWF in SharePoint 2010

AWS in SharePoint 2013

Supports Stages and Loops, can call Web Services, WCF, REST & JSON

Enhanced rich email editor

Migrate SharePoint Designer Workflows

Page 29: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

New Workflow Activities and Actions

Page 30: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

SharePoint Designer Workflow Stages

Each stage has an entry point and gate

Primary core in Workflow 4 flow step in a flow chart

It can contain multiple steps

Mitigates SharePoint Designer loop limitation

Page 31: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Migrating SharePoint Custom Workflows

1. Custom SharePoint Workflow Activities

2. Associated Custom Forms with WorkflowsA. Workflow Initiation Forms

B. Workflow Association Forms

C. InfoPath Forms compatibility

3. Third Party Workflows compatibility

Page 32: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

1. Consider the SharePoint 2010 and 2013 GAC location

2. Modify .CSPROJ file of Custom SharePoint Solution

• Target Framework Version should be v4.5

• Target Office Version should be 15.0

3. Modify Package designer

• SharePoint Product Version = 15.0

4. Reload the Project and verify the references to SP 15 API

5. Add your business / code logic to Web Service / WCF Services

An approach to Workflow Migration using Visual Studio 2012

Page 33: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Objectives

The Essential Migration Process to SharePoint 2013

How to migrate the content database to SharePoint 2013

How to migrate the service applications database to SharePoint 2013

How to migrate the site collections to SharePoint 2013

How to migrate the user experience to SharePoint 2013

How to migrate workflows to SharePoint 2013

How to manage disruptions and downtime

How to validate successful migration

Q&A

Page 34: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Understand Downtime & Disruption

Migration –what can’t be?

PowerPoint Broadcast site collection

Content Editor Web parts are no longer supported? Any replacement? Script Editor Web part.

Performance

Farm Topology

URL Changes after the migration

Governance and Notification Plan

Customization – Code and Codeless

Clean-up the Environment

Page 35: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Objectives

The Essential Migration Process to SharePoint 2013

How to migrate the content database to SharePoint 2013

How to migrate the service applications database to SharePoint 2013

How to migrate the site collections to SharePoint 2013

How to migrate the user experience to SharePoint 2013

How to migrate workflows to SharePoint 2013

How to manage disruptions and downtime

How to validate successful migration

Q&A

Page 36: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Validate Migration

Review Logs

Upgrade Logs

Application Event Logs

Page 37: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Validate Migration

Validate Migrated Environment

Review and Validate Web Applications

Review and Validate Services

Validate External Data Sources

InfoPath

BCS Connections (External Content Types and External Lists)

Excel Services connections

External targets for Enterprise Search

Authentication Providers

Customization defects and fixes

Page 38: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Migration from MOSS 2007 SP 2013

Yes, It’s possible!!!

There is no need to stop at SharePoint 2010

Fact – “There is no direct migration from MOSS 2007 to SharePoint 2013”

Page 39: SharePoint 2013 - The Essential Migration Process 2013 SharePoint Migration Process. The Essential Migration Process to SP 2013 Server Prerequisites Remove previous version of SharePoint

Write to us: [email protected]

To get free consultation on your SharePoint Migration queries

Next Cygnet Infotech Webinar: Test Automation 3.0: Evolution of Rapid Application Testing

Date: June 25, 2013. Visit www.cygnet-infotech.com to register