benjamin niaulin - microsoft · 2018-03-08 · benjamin niaulin product manager sharegate migrate...
TRANSCRIPT
BenjaminNiaulinProduct ManagerSHAREGATE
Migrate & Deploy
How to Copy and Move Your Workflows and Forms
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Failed Migrations
• Not considering bandwidth
• Sent only to OneDrive instead of SharePoint as well
• Sent everything to 1 Team Site
• Used Explorer View to move
• Not identifying what won’t work
• Deploying thinking it’s 1:1
• Forgetting User Alerts
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Migration Tips
Assess
Clean Up
DMR
Migrate
Step 0 - Do your research and proof of concept
InventoryPrepare
Architecture
Step 1 Step 2 Step 3 Step 4
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• Do you know where all your information is stored?• File Share
• SharePoint
• Cloud Storage
• Else
• Do you know the hierarchy of those data repository?
• Do you know their sizes?
• Is the data used?
Know what you have
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Some may make it more difficult, others will block you
What to look for for
URLs (File Path) and File Names Permissions (do you have access to all the files)
File Sizes Folders with more than 5000 items
Character limitations Unsupported Site Templates
Custom Solutions Orphaned Users
Branding Checked Out Files
Workflow state and history Unsupported List Templates
InfoPath File Extensions
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Making sure they can get to the new destination and catching old behaviors • Link Redirect
• Warning Banners
• Site in Read Only
• File Share Read Only
• Source Read Only w/ link or visual to new
location
• Communication (hard stop deadline)
Redirecting your users
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• On Microsoft Download Website for Free• https://www.microsoft.com/en-us/download/details.aspx?id=53598
• Ready to run
• Generate CSVs
Reports
SharePoint 2013 Migration Assessment Tool
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Database attach upgrade to a new farm
DisadvantagesAdvantages
• Farm configurations not kept
• Any server-side customizations must also be transferred and upgraded manually. Any missing customizations may cause unintended loss of functionality or user experience issues.
• Migrates over all content in DB, even unwanted
• Not possible with O365
• Control Databasesto be migrated
• Complete migration or site by site
• Tests can be easily performed before migrating
Also the new SharePoint Migration Tool
https://en.share-gate.com/blog/microsoft-announces-
new-migration-tool
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Content and structure migration
DisadvantagesAdvantages
• Implies complete Site and structure
• Takes time
• Manually deploy / test WSP solutions
• Control content to be migrated
• Better information architecture
• Governance policies easily respected
• Transfer responsibility to the Power User
• Start from “scratch”
• Go from 2007 to 2016 (or O365) directly
• Fully supports Nintex Workflows and Forms
• Works with O365!
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Partners since 2015
Main Sponsor of InspireX 2017
Main Sponsor of Xchange 2018
Multiple co-sponsored events
Sharegate & Nintex
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Most popular scenarios in order:
In numbers
Over 700 Nintex clients have usedSharegate to migrate or deploy.
SharePoint 2010 to 0ffice 365
SharePoint 2013 to SharePoint 2013
Office 365 to Office 365
SharePoint 2013 to Office 365
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On Prem to On Prem: 100%
On Prem to cloud:
Sharegate supported actions
• Action Set
• Assign Flexi task
• Calculate date
• Change state
• Check in item
• Check out item
• Convert Value
• Create item
• Delete item
• Discard check out
• End workflow
• Filter
• Log in history list
• Loop
• Math operation
• Pause for...
• Pause until...
• Query List
• Regular expression
• Run if
• Run parallel actions
• Send notification
• Set a condition
• Set field value
• Set variable
• Set workflow status
• State machine
• Switch
• Twitter Tweet
• Update item
• Yammer Message
• Build String
• For Each
• Action Set
• Start a Task Process
• Add Time to Date
• Change State
• Check In Item
• Check Out Item
• Convert Value
• Create List Item
• Delete Item WM Action
• Discard Check Out Item
• Terminate Current Workflow
• Filter
• Log to History List
• Loop with Condition
• Do Calculation
• Pause For Duration
• Pause Until
• Query List
• Regular Expression
• Run If
• Parallel Block
• Send an email
• Conditional Branch
• Set field in current item
• Set Workflow Variable
• Set Workflow Status
• State Machine
• Switch
• Twitter Tweet
• Update List Item
• Yammer Message
• Build String
• For Each
From the xchange mobile app, select “Survey” from the sessions that you attend
Complete the short evaluation
Click “Submit”