plan to migrate to sharepoint online

Plan to Migrate to SharePoint OnlineErica ToelleBusiness Productivity Manager, Valorem Consulting, USA

Understand the Ecosystem

Set Up Shared Services

Drive Cloud Adoption

Migrate Team + Project Sites

Migrate Custom Workloads

Classify sites by the pre-migration assessment results

Ensure base services are set up and ready to goEnable hybrid if needed

Run marketing campaigns for self-migrationReduce the on-premises footprint

Move sites that are high valueMigrate using a centralized team

Refactor customizations to the app model where possible

Move to cloud while maintaining an excellent employee experience

SharePoint Online Migration Steps

Drive Cloud Adoption

Migrate Team + Project Sites

Migrate Custom Workloads

2012 2013 2014

On-Premises

Num

ber

of S

ite

Colle

ctio

ns

Understand the Ecosystem

Set Up Shared Services

Example Migration Journey

Understand the Ecosystem

Set Up Shared Services

Drive Cloud Adoption

Migrate Team + Project Sites

Migrate Custom Workloads

Classify sites by the pre-migration assessment results

Ensure base services are set up and ready to goEnable hybrid if needed

Run marketing campaigns for self-migrationReduce the on-premises footprint

Move sites that are high valueMigrate using a centralized team

Refactor customizations to the app model where possible

Move to cloud while maintaining an excellent employee experience

SharePoint Online Migration Steps

Understand the Eco-system

1Run a Pre-Migration

Assessment

2Classify Sites by Types of Issues

3 Create

Mitigation Plan

Run a Pre-Migration Assessment

• SharePoint Migration Assessment Tool Release Candidate

• Sharegate’s Pre-migration assessment• Metalogix pre-migration assessment (Office 365 essentials)

http://tinyurl.com/SPOMigration 7

Site Owner Involvement Fixed by ITApps / Add-ins (such as 3rd party tools) BCSAlerts Browser File HandlingLarge Excel Files Custom Profile Property MappingsLarge List Views Custom Page LayoutsLong OneDrive URLs IRM Enabled ListsChecked-out files Locked SitesWorkflow Running Solutions 2010 & 2013 Master PagesCustomized Pages Sandbox SolutionsUnsupported Site Templates Secure StoreCustomized Profile Pages Web Application PoliciesEmail Enabled Lists Workflow Associations 2010 & 2013File Versions OtherFull Trust Components (FTC) Large Lists

InfoPath Large sites

Types of Migration Issues

From the Report You Can Classify the Sites

• What issues will be fixed by IT• What issues will need to involve site owners• A list of site owners and their site URLs• What migration approach should be used (next slide)

• Whether the sites are team/project focused or highly customized

• What sites are old versus actively used

10

Types of Migrations

Start Fresh Lift and Shift Partial Move Rethink

• Abandon on-premises site

• Self-migrate or no migration

• Move Site Content as-is

• Ideal for moving basic sites

• Doesn’t allow you to take advantage of new features

• Move only selected content

• Great for enabling hybrid scenarios

• Leave sites with complex issues on-premises

• New information architecture

• Re-architect to take advantage of new capabilities

• Suggested approach for sites with customizations

Microsoft Fast Track Program

Microsoft FastTrack: Onboarding and adoption assistanceIncluded in Office 365 for all customer >50 seatsExchange, SharePoint, Skype, Yammer & Office, incl. E5 supportUser adoption, change management & service enablementEmail migration from on premise Exchange and NotesFiles migration from file shares, SharePoint & Box

EngineersMethodology& Resources

Tools & Insights

FastTrack.microsoft.com

Activity Microsoft CustomerPerform migration prerequisites (access, infrastructure, etc.) X

Run pre-migration analysis X

Fix issues found in pre-migration analysis X

Conduct a test migration X

Provision out of the box SharePoint sites X

Mapping of Source to Destination / create migration schedule X

Actual Migration of Data X

Post Migration report outlining issues X

Tracking / resolution plan for issues (Project Management) X

Fix issues from post-migration report X

Create UAT & QA testing checklists + scripts / track issues X

Participate in UAT & QA X

Resolve UAT Issues X X

Change Management and user communications X

FastTrack Roles & Responsibilities

13

Start Fresh As-is Migration Partial Move Rethink

No Migration

3rd Party Tool or

FastTrack

3rd Party Tool

3rd Party Tool or

FastTrack

Migration Approaches

Understand the Ecosystem

Set Up Shared Services

Drive Cloud Adoption

Migrate Team + Project Sites

Migrate Custom Workloads

Classify sites by the pre-migration assessment results

Ensure base services are set up and ready to goEnable hybrid if needed

Run marketing campaigns for self-migrationReduce the on-premises footprint

Move sites that are high valueMigrate using a centralized team

Refactor customizations to the app model where possible

Move to cloud while maintaining an excellent employee experience

SharePoint Online Migration Steps

Set Up Shared Services• Azure Active Directory DirSync or SSO• IRM & DLP if needed• Hybrid services if needed• See session below or Ignite content for more detail• The goal is to have the same user experience in the cloud

Understand the Ecosystem

Set Up Shared Services

Drive Cloud Adoption

Migrate Team + Project Sites

Migrate Custom Workloads

Classify sites by the pre-migration assessment results

Ensure base services are set up and ready to goEnable hybrid if needed

Run marketing campaigns for self-migrationReduce the on-premises footprint

Move sites that are high valueMigrate using a centralized team

Refactor customizations to the app model where possible

Move to cloud while maintaining an excellent employee experience

SharePoint Online Migration Steps

Drive Cloud Adoption

Migrate Team + Project Sites

Migrate Custom Workloads

2012 2013 2014

On-Prem

Num

ber

of S

ite

Colle

ctio

ns

Understand the Ecosystem

Set Up Shared Services

Example Migration Journey

High Value ScenariosDocument

Co-Authoring

Enable anytime, anywhere

access

Offline access to

files

Document Co-Authoring

Extranet & Partner

Collaboration

News Syndication

and Distribution

Knowledge Management

Collaborative Task

Management

For Your High Value Scenarios, Have the following• Awareness campaign, so people know it is available

• A “call to action”, for example, attend a lunch and learn, start using SPO

• Resources for people to learn how to execute the scenario

• Support and pre-written communications so the user can roll out the solution to their teams

• Training materials and reference guides

Understand the Ecosystem

Set Up Shared Services

Drive Cloud Adoption

Migrate Team + Project Sites

Migrate Custom Workloads

Classify sites by the pre-migration assessment results

Ensure base services are set up and ready to goEnable hybrid if needed

Run marketing campaigns for self-migrationReduce the on-premises footprint

Move sites that are high valueMigrate using a centralized team

Refactor customizations to the app model where possible

Move to cloud while maintaining an excellent employee experience

SharePoint Online Migration Steps

Migrate sites that don’t have any issues

1

Send Communications to Site Owners

2

Migrate Data

3

Quality Assurance and

Issues List

4

User Acceptance Testing

6

Delta Migration and Cutover

5

End User Communications

Understand the Ecosystem

Set Up Shared Services

Drive Cloud Adoption

Migrate Team + Project Sites

Migrate Custom Workloads

Classify sites by the pre-migration assessment results

Ensure base services are set up and ready to goEnable hybrid if needed

Run marketing campaigns for self-migrationReduce the on-premises footprint

Move sites that are high valueMigrate using a centralized team

Refactor customizations to the app model where possible

Move to cloud while maintaining an excellent employee experience

SharePoint Online Migration Steps

Migrate Custom Sites

http://www.sptransformator.com

Thank you!

Erica Toelleetoelle@valoremconsulting.com

Twitter: EricaToelle