tulsa techfest 2014 simple sharepoint migrations for complex scenarios
TRANSCRIPT
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Simple SharePoint Migrations for Complex
ScenariosDennis Bottjer & Greg Tate
About Dennis
Dennis Bottjer is the solution architect for Microsoft Silver Partner, ThriveFast LLC, which provides SharePoint consulting services across the central southwest region. Mr. Bottjer brings several years of FORTUNE 100 Financial Sector enterprise development and architecture experience to ThriveFast. He has over 14 years of experience in the IT industry and holds MCP and MCTS certifications. Mr. Bottjer is currently the president of the Tulsa SharePoint Interest Group and the former president of the Jacksonville Developers User Group. He routinely speaks at users groups and SharePoint Saturday events.
@dbottjer
www.DennisBottjer.com www.thrivefast.com
About Greg
Greg Tate is a technology enthusiast, with a result oriented personality and a passion for Powershell. For the past 15 years he's worked in various areas of enterprise technology, with the last five years focused primarily on Sharepoint, along with it's integration to Exchange and Lync.
When not working or participating in the Tulsa SharePoint Usergroup, Greg enjoys the peace and serenity found while Scuba Diving.
@gtatelive
Greg Tate
Agenda
Definitions
Migration Motivation (Why)
Planning Inventory Security Structure Functionality
Migration Approaches
Execution
Training / Documentation
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What is Migration?
Migration is…
Typically involves new environment New Hardware / OS (Physical or Virtual) Content is moved from existing system to new
system
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What is an Upgrade?
An Upgrade is…
The current system is updated to a newer version May involve one or more of the following:
Add / Change to hardware Add / Change software (OS or Application)
Anything done to improve user experience End User or Admin
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Migration Motivation(Why)
Why Migrate? (Generally Speaking)
Can’t upgrade in-place Lack of resources Tolerance for downtime
Opportunity for Environment Improvements New Hardware / OS Security Enhancements Management / Automation
Parallel Environments End User Experience Testing
Why Migrate?(Version Upgrade)
Version Upgrade Version Jumps (07 – 2013) On-Premise to Office 365 / SPO
Why Migrate?(OMG)
Botched Implementation Lack of Plan Lack of Governance Lack of Knowledge Lack of Support
Sideways Implementation ODaAS - (Other Duties as Assigned Syndrome) See Botched Implementation
Why Migrate?(M&A)
Merger - (a.k.a Company Consolidation) Better End User Experience Reduce OpEx / CapEx Simplify support Opportunity to reinvent (BPI)
Acquisition - (a.k.a New Owner) Tweak or Rebrand Reduce OpEx / CapEx Simplify Support
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Planning?
Inventory…
Content & Clean Up Document Types (Word, Excel, PDF, etc. File Size (GB’s)
Customizations Server-Side Code, InfoPath Code Behind, Workflow Branding – Master Pages, CSS, etc. Designer Page & Web Part Customization Search / BCS
Security…
SharePoint Groups AD Groups (Roles) Nested Groups Orphaned Accounts Authentication
Structure
Site Collections – know boundaries / limitations Sub Sites / Navigation Mapping Site Templates Document Libs (List View Thresholds)
Folders, Document Sets, Nesting, Catalogs
DEMO
WebApp InventoryGet-SPWebApplication https://portal.contoso.com | Get-SPSite -Limit All | Get-SPWeb -Limit All | Select Title, URL, ID, ParentWebID | Export-CSV C:\demo\sharepointinventory.csv -NoTypeInformation
List and Library Inventory $site = new-object Microsoft.SharePoint.SPSite("https://portal.contoso.com")$sitelists = foreach ($web in $site.AllWebs) { foreach ($list in $web.lists) { $list } }$sitelists | select Title, Hidden, ItemCount | Export-CSV C:\demo\sharepointlistinventory.csv -NoTypeInformation
Share-Gate Governance
Functionality
Services / Service Applications Features External Connectivity 3rd Party Enhancements Reference: Feature Comparison
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Migration Approach?
Database Attach
Compatibility Mode Deferred Site Collection Upgrade Good Stepping Stone Doesn’t solve all issues (Baggage)
Import / Export
Use: Simple Structure How To:
Mapped Drive / Explorer View One Drive Excel
Doesn’t preserve dates and metadata.
Migration Tools
Two Types
By Transfer Subscription
Why: Fresh Start, Preserve Metadata, Dates Refresh Environments http://en.share-gate.com/sharepoint-migration
Migration Tools
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Execution
Timeline
Schedule and Tasks – who does what when Communication – Set expectations Report Status
Management
Checklists & Documentation Scripts (PowerShell) Dry Run (Sanity Check)
Testing
User Experience – ease of use General Functionality – Ex: Search Content – Is anything missing? Permissions – Too Much? Too Little Customizations – Branding, Workflow, Apps, etc. “There’s No Test Like Production”
Documentation
Consider OneNote Script Installation with PowerShell
Training
People LOVE Change ;) Plan Training Sessions Manage Expectations
Tulsa TechFest 2014 | Fri, Aug 15th, 2014 | OSU - Tulsa | 68+ Speakers, 19 Tracks & 96 Sessions!
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