o365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

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Page 1: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Page 2: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

Accessible content is available upon request.

The 4 Major Steps to Migrate Content from any On-premise Source into SharePoint Online

#O365Con14

Page 3: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

[email protected]

TSP Team Lead & Senior Technical

Solutions Professionalhttp://blog.denzman.com @denzman

Page 4: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

• What is Migration

• Typical reasons why Migration Projects fail

• The 4 Major Steps in Migration Projects• Analysis

• Requirements

• Structure & Metadata

• Preparation & Testing

• Summary

Page 5: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

What is Migration

Page 6: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Page 7: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

• A Project

• A lot of work

• “Pandora’s Box”

• But! The only way to get content into SharePoint Online

Page 8: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Typical reasons why Migration Projects fail

Page 9: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Missing knowledge

•Source

•Content

•Content Owner needs

•SharePoint

•4 major steps in migration

Page 10: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

To err is

human

•Somebody is migrating

•Ignoring governance policies

•Ignoring the technology

•Underestimate migration

Page 11: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Overkill•Duration

•Data volume

Page 12: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

The 4 Major Steps in Migration Projects

Page 13: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Step 1: Analysis

Page 14: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

•Configuration

•Content

•Processes

•Performance

Source

Page 15: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

• Solutions

• Features

• Templates

• Workflows

• Customizations

• Permission Management

Configuration

Page 16: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

•Size

•Usage

•Severity

•Permissions

•Composition

Content

Page 17: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

•How do users work with the data?

•What policies do exist?

Processes

Page 18: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

•Content Delivery Speed

•Network connection

•Stability under load

Performance

Page 19: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

•Configuration

•Processes

•Performance

SharePoint Online

(Target)

Page 20: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

•Solutions

•Features

•Workflows

•Permission Management

Configuration

Page 21: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

•How users expect to work with the data after migration?

Processes

Page 22: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

•Network connection

•Limitations (http://bit.ly/Kae45N)

Performance

Page 23: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Step 2: Requirements

Page 24: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Transform a lookup list

into Managed Metadata

Extract Metadata

from Files to be used as Metadata

Migrate only the last 10

versions of a Document

Change the location of a

List

Map Permissions and Users

Don’t migrate content that is

flagged as confidential

Page 25: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Involve the Business Users to discover all

requirements!

Page 26: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Step 3: Structure & Metadata

Page 27: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Structure•Other location (Site, List, Library)

•Warning! Policy violation risk

Metadata

•Smart use

•Clean-up

•Population

•Transformation

Page 28: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Page 29: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Page 30: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Step 4: Preparation & Testing

Page 31: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Involve the business users

Identify Key Users

Divide the content into logical units

Decide a migration strategy

Decide a validation strategy

Page 32: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

“Big Bang”-Migration test

Configured too many options in migration tooling(Demand support from the vendor)

Test environment is too different to productive environment

Didn’t bear in mind that, …

Page 33: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Dummy Data Test Data(copied from productive)

Performance Test(10% of productive content)

Page 34: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Summary

Page 35: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Analyse RequirementsStructure & Metadata

Preparation & Testing

Page 36: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

[email protected]

TSP Team Lead & Senior Technical

Solutions Professionalhttp://blog.denzman.com @denzman

Page 37: O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online

©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.