accelerate sharepoint success: migration projects · @meetdux migration challenges: • 42% of...
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Accelerate SharePoint Success:
How to Best Plan, Manage & Control
Migration Projects
Dux Raymond Sy, PMPChief Technology Officer
Microsoft Regional Director & MVP
AvePoint, Inc.
USA
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Identify common SharePoint migration challenges
Showcase the 4 steps to accelerate SharePoint migration success
Impart winning & proven migration framework to ensure migration success
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@meetdux
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@meetdux
Migration Challenges:• 42% of organizations still
have investments on SharePoint 2010
• 37% say they will migrate to SharePoint 2016 within one year
• Over 34% are deploying Office 365
• No direct migration path
• 50% either are using or will acquire migration tools in the next 12-18 months
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@meetdux
4 Steps to Accelerate SharePoint Success
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@meetdux
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@meetdux
DiscoveryInventory of content, SharePoint topology,
customizations, workflows, etc.
AssessmentPrepare design approach and customization remediation
PilotExecute pilot migration use
cases, establish throughput projections
ExecutionFull and Incremental
migration, remediation, Compliance reporting*
SupportEnsure any
unexpected issues are resolved
1 2 3 4 5
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@meetdux
Information Gathering Workshops
(Data Pruning, Data Classification,
Compliance, Refactoring)
Perform Farm, Customization and
Data Analysis
Identify and Prepare Migration
Source
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@meetdux
Data ImportanceCategorize Data
Customization inventory and
remediation
Schedule and Communication
Management
Information Presentation
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@meetdux
Create migration plans, settings
and execute pilot
Throughput modeling
Establish communication and
reporting framework
Adjust architecture
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@meetdux
Install & Configure ToolsMigration execution
Post-Migration remediation
and Incremental sequencing
Compliance scanning and
reporting
Data validation, User Acceptance
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@meetdux
Support your environment until
you are ready to sunset
Resolve Any Issues
User Onboarding
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@meetdux
Define and Validate Requirements
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E F F T Z
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@meetdux
Consider Typical Business Challenges
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@meetdux
Top Tasks & Needs Differ by FunctionsEngineering, Research & Development Operations, Manufacturing & Logistics Sales, Marketing, PR & Communications
HR & Legal Services Accounting, Finance & Procurement Administration
Share best practices across geographies
Gather & process forms from employees
Improve and monitor business
processes
Pull data and build financial reports
Align Sales and Marketing teams
Organize teams and manage calendars
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@meetdux22
Prioritize Business Needs
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@meetdux
Migration Options
Manual1. Create SharePoint Farm
2. Copy databases to new farm
3. Upgrade Service Applications
4. Upgrade Content Databases
5. Upgrade Site Collections
3rd Party Tools
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@meetdux
1 2 3 4
DISCOVER
ANALYSE
CLEANSE
DESTROY
ENABLE
CONNECT
INTEGRATE
AUTOMATE
TAG
CLASSIFY
SECURE
MIGRATE
RECORD
ARCHIVE
DISPOSE
Compliant Migration Approach
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@meetdux
Planning the Work
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@meetdux
Define the Work Needed
SharePoint 2016 Upgrade
Governance Training MigrationInstall &
Configure
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@meetdux
Deliverable-based Planning
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@meetdux
IT Can You Handle This?
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@meetdux
Discovery
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@meetdux
Source System Scans
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@meetdux
Migration Design Workshops
• Pruning and exclusion criteria
• Rules that define the file size, URL limitations to be applied
during the migration project
• Scheduling and orchestration of migration
• Content reorganization
• Content classification and tagging guidelines
• Permission guidelines
• Optimal migration architecture (e.g. use of Azure Infrastructure
vs. Local Services, HSM vs. CSOM, Database Migration, etc.)
necessary to complete the project
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@meetdux
Assessment
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@meetdux
Migration Design Considerations
• Data classification (analysis based on age, size, source, etc.)
• Classification based on ownership
• Site and Content classification (for SharePoint only)
• Classification based on complexity
• Classification based on ability to migrate
• Customization inventory (for SharePoint source content only)
• Data migration rules and migration profiles
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@meetdux
Source Complexity
Complexity Type Description
Tier A - Low complexity No customization or customization has
equivalent SharePoint or Office 365
functionality
Tier B - Medium
Complexity
Customization that can be easily be ported as
part of migration e.g. SharePoint builtin
workflows, custom content types etc.
Tier C - High Complexity Customization that requires “re-development”
before migration to new environment
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@meetdux
Pilot Migration
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@meetdux
Pilot Activities• Create and execute a series of pilot migrations for each of the
source systems
• Validate the migration design profiles
• Confirm and adjust migration architecture based on performance analysis
• Validate any tools, scripts or dependencies Simulate user acceptance process with a before and after snapshot of a sample
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@meetdux
Finalize Architecture
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@meetdux
Full Migration
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@meetdux
Execute Migration
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@meetdux
Migration Validation
• Compare object counts between source and destination
• Spot check pages, metadata, permissions, webparts, etc.
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@meetdux
Incremental Migration
• Address migration variance
• Set source to read only once incremental migration is completed
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@meetdux
Migration Support
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@meetdux
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@meetdux
Why Training Alone Is Not Working
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Facilitate Sustainable Adoption
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@meetdux
Sustainable Adoption Objectives
• Minimize the negative impact of making technology changes
• Promote the adoption of new systems and solutions
• Provide users with the resources they need to be successful
• Encourage an organization culture which embraces on-going evolution.
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@meetdux
Establish Scalable Support
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@meetdux
4 Steps to Accelerate SharePoint Success
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Let’s Connect
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@meetdux
Migration Planning and Design
Migration Implementation
Migration Assessment
AvePoint’s Migration as a Service
Let the Experts Take Care of You
The ONLY Software owned Service
Unique Framework