tricks and tips in migrating to office 365 and on-premises to acoid migration headache

SharePoint Saturday Montréal

23 May 2015


Tips and Tricks in Migrating SharePointMike MaadaraniSharePoint Architect


Pla

tine

Or

Arg

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Bro

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Web

Merci à nos commanditaires !

SharePint !

Ce soir à 18h

Le Trèfle, 3971 Rue Ontario E


Welcome & IntroductionMike Maadarani, Ottawa

• App Dev and Architecture for over 20 years (17 Years Microsoft, 3 Years with the “Other Guys”)

• Business focused on Enterprise Content Management, Search, & Publishing Sites

• Architect, trainer, and [email protected]

www.maadarani.com @mikemaadarani

mailto:[email protected]


Cloud

ProcessAgenda

Closing and Q&A

Content & Apps

Overview

Migration Life Cycle

Hybrid


Why should I consider SharePoint 2013?


Others have it!Sooner or later, you will need SharePoint!3 reasons why SP 2013 is better than Sex:

• You can usually find someone to do it with• A little Scotch and you can usually do it all night!• If you don’t finish, you won’t gain a reputation of a “SharePoint

Teaser”

Wheel is still there, but friendlier message


History recap


2006

iPhoneSharePoint 2007

SharePoint 2010Facebook


Devices Social Cloud Control

2007 – 2012: Revolutionary Trends

People


Devices Social Cloud ControlPeople

SharePoint 2013


SharePoint Evolution to 2016


Should I upgrade?


OverviewWhat is Migration?• The movement from one location (Source) to another

location (Target)

What is IT Migration?• People, Hardware, Software, Systems, Data,

Information, Business Processes, Applications, Services

What is Information Migration?• The movement of documents, metadata, taxonomy

and structure, security, and business process logic


Should I upgrade or migrate?


Migration/Upgrade Lifecycle

Analysis Plan Execut

e Assess Sustain

SOURCEFile Share

Exchange Public Folders

Lotus Notes

Web Content

SharePoint

Other LOB Systems

TARGET

SharePoint Online

SharePoint On-Premises

Step 1

Analyze your farm


Analyze: Decision Points• Content Analysis

• File Shares• Exchange Public Folders• Notes Databases• Existing SharePoint farms• Web Content• Other lines of business applications

• Who is involved?• Stakeholder(s) (Accountability)• Business Drivers (Awareness)• Information Technology (Accessibility)• Individual(s) (Owner)

• Where is our content?• Hosted or In House• Centralized or Decentralized• Local or Abroad


• Content Analysis• How much content? How large?• How many layers? (Web Applications, Site Collections, Sites)• Content Types, Metadata? CTH?• Security Levels• Workflows• Linked Information• M.U.D.R (Systems and Content)

• Maintain• Upgrade• Dispose• Replace

Analyze: Decision Points


• Service Applications Analysis• Search• Managed Metadata• Secure Store (must be done before BCS)• BCS• User Profiles• PerformancePoint



• Custom Code• WSP• Event receivers• Apps (if 2013 to Online)• Workflows• Etc…

• 3rd Party Tools



• Action Items• Roles and Responsibility Matrix• Content Inventory Worksheet• Security Report• Decision: Build or Buy migration tools AND services

Analyze: Action Points

Step 2

Plan your battle

Which cloud is good for you?


Private Cloud Full AccessFarm SolutionsSandbox Solutions

$$Expensive to runExpensive to maintain

TraditionalWe know what we knowWe expect innovation and great new features


Azure VMs for you needsIf you’re used to a virtual environment, you’re ready for AzureA few quirks

Full AccessFarm SolutionsSandbox Solutions

$$PricierNot clear on upfront cost


SharePoint Online Limited AccessNo Farm SolutionsLimited Sandbox Solutions More script and CSOM code is being added

$$Totally based on accessAND “seats”Usually cheaper that the other options

Features and SupportNew Features come online firstUpdates are almost every quarterGood support from MS and the partners


Hybrid Solution

Online + On-premises

Online + Azure

Azure + On-Premises


Upgrade Scenarios

Gradual Upgrade

Database Attach Upgrade

In-Place Upgrade

On-pre

mise

s

ONLY


• Usually cheaper that the other options • All Content databases• All content databases • Search administration• BDC• Managed Metadata• PerformancePoint• Secure store• User Profile databases

Database Upgrade

Plan your content


Identify SPO GapsFederationMidsize Business plan or higher for AD integrationMidsize, Enterprise E1 or higher for Yammer

Migration costsBased on size and number of itemsLots of vendors, some are the same core engine

Farm FeaturesFarm solutions are not supported in Office 365Need to know what is in the farm, and where they are being used, to create a remediation plan

3rd party solutionsApp Store is rich with many solutions


• Most companies have content that is:• Out of date• Duplicated• Difficult to find

• Would benefit from:• delete/archive/migrate

triage• reorganization• tagging with metadata

Real world content


Plan: Decision Points• Where will the content

go?• Web Applications• Site Collections• Sites• Pages• Libraries

• What will the content do?• Policy Management• Business Process• Search ability• Metadata

• Communicate and Train!


• Why is remediation required?• What to remediate?• How to remediate?

Remediation


Why remediation is required

Some customizations:Cannot be migrated as is

Some content:Cannot be migratedShould not be migrated


Reduce content volume

Content Mapping

Content remediation


Customization remediation

Branding Solutions

ProvisioningSolutions

Content Types and

Site Columns

User InterfaceComponents

Other Built-inFunctionalities

Integration/Maintenance

Solutions


Use OneDrive For Business• Migrate your MySite and personal files

Personal Sites must be created first before you migrateBulk migration requires an account to be added to the personal

sitesUse PowerShell to add a migration account to the admin group

for individual personal sitesRemove when done with migration

Bulk Site creation is available through CSOM API

Execute your migration


Choosing your migration approach

Self-service migration

• Manual

Tools-based migration

• Manual/auto using tools

Complex migration

• Includes custom code

• Involve experts


Migrate your Service Applications First

Steps to migration


Service Apps

Online• Search

• Consider Hybrid Search• MMS

• You want to consider 3rd party tools

• BCS• You need Hybrid environment

• PerformancePoint• PowerBI, PowerView

• User Profile O365 Groups Profiles• AD Sync

On-premises• Search

• Consider Hybrid Search

• MMS, Secure Store, BCS, PerformancePoint, User Profile• Consider DB Upgrade


• The migration to the cloud must be performed remotely

• User identities are different

Migration considerations


• Do you really want to migrate?• Use OOB if possible• Rebuild if needed• Test against trial content• Finalize and lock down code deployment

Execute: Code Migration


• Triage your content• Assess• Reconfigure your scripts/strategy• Try again• Follow your Plan• Divide and Conquer• Delta Migration

Execute: Content Migration


NO migration is 100% success

Execute: Content Migration


• Assess your content• Re-run migration for missing content• How is the current state performing/growing?

• Storage• Security• Performance • Event Log

Assess: Action Points


• What is your disaster recovery plan?• SPO, No action• On-Premises, Plan and implement a DR site

• Turn off old farm, but do not kill it• What are our growth metrics?• How we will manage issue tracking and support?

Sustain: Action Points

In Closing


• Analyze• Plan

• Schedule• Communications• Hybrid strategy

• Triage the content• Remediate• Migrate• Assess• Sustain

Recap


Keys to success• People

• Source system knowledge (System X)• Target system knowledge (SharePoint

Online)

• Knowledge• Development• Knowledge management

• How to structure the data

• Realistic timelines• Commitment

• Strong steering committee


QA&


Thank you!

Mike [email protected]

@mikemaadarani

mailto:[email protected]

tricks and tips in migrating to office 365 and on-premises to acoid migration headache

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