OFC329OFC329

Migrating your CMS 2002 web Migrating your CMS 2002 web sites to Microsoft Office sites to Microsoft Office SharePoint Server 2007SharePoint Server 2007Arpan ShahArpan Shah

Group Product ManagerGroup Product Manager

Session ObjectivesSession Objectivesand Key Takeawaysand Key Takeaways

Pre-requisites:Pre-requisites:You must be familiar with Office SharePoint You must be familiar with Office SharePoint ServerServer

You must know CMS 2002You must know CMS 2002

Session ObjectivesSession ObjectivesUnderstand the two core piecesUnderstand the two core piecesof migration – content and codeof migration – content and code

Understand the use of the content Understand the use of the content migration featuremigration feature

Understand how out of the box features Understand how out of the box features eliminate common custom code solutionseliminate common custom code solutions

Your CMS ’02 content will make it into Your CMS ’02 content will make it into Microsoft Office SharePoint Server 2007!Microsoft Office SharePoint Server 2007!

AgendaAgenda

Migration strategyMigration strategy

Content migrationContent migrationArtifact mappingArtifact mapping

Using a migration profileUsing a migration profile

Pre-migration analysisPre-migration analysis

Where your content goesWhere your content goes

Re-brandingRe-branding

Code migrationCode migrationApplication analysisApplication analysis

Replacing custom code with new outReplacing custom code with new outof the box featuresof the box features

The Art of Migration The Art of Migration

““If you know the enemy and know yourself, If you know the enemy and know yourself, you need not fear the result of a hundred you need not fear the result of a hundred battles. If you know yourself but not your battles. If you know yourself but not your enemy, for every victory gained you will enemy, for every victory gained you will also suffer a defeat. If you know neither also suffer a defeat. If you know neither the enemy nor yourself, you will succumb the enemy nor yourself, you will succumb in every battle.”in every battle.”

The The Art of WarArt of War, by Sun Tzu , by Sun Tzu

Technology Convergence

SharePoint Portal Server 2001SharePoint Portal Server 2001SharePoint Team Services “v1”SharePoint Team Services “v1”

Content Management Content Management Server 2002Server 2002

SharePoint Portal Server 2003SharePoint Portal Server 2003

Windows SharePoint Services “v2”Windows SharePoint Services “v2”

Windows SharePoint Services “v3”Windows SharePoint Services “v3”

Office SharePoint Server 2007Office SharePoint Server 2007Portal, Web Content Management, and MorePortal, Web Content Management, and More

2007 Microsoft Office Servers2007 Microsoft Office Servers

Collaboration portal + content managementDocument lifecycle capabilities Enterprise search enhancements

On-premise server with AD integrationDeploy, manage & integrate clientsRelay Manager & Data Bridge

Publishing of InfoPath formsEditing and submitting via browserCentralized e-Forms catalog and lifecycle management

Project trackingPlan, schedule, assign resourcesTime and status reporting

Portfolio analysis and optimizationTrack assets, operations, & productsLife cycle analysis and planning

E-Forms servicesSpreadsheet publishing and reportingBusiness data integration

Base CALs Enterprise CALs

- Utility Server -No CAL Required

BusinessBusinessIntelligenceIntelligence

Microsoft SharePoint Feature Microsoft SharePoint Feature AreasAreas

CollaborationCollaboration

SearchSearch

PortalPortalBusinessBusinessFormsForms

PlatformPlatformServicesServices

Workspaces, Mgmt,Workspaces, Mgmt,Security, Storage,Security, Storage,

Topology, Site ModelTopology, Site Model

ContentContentManagementManagement

Server-based Excel Server-based Excel spreadsheets and data spreadsheets and data visualization, Report visualization, Report Center, BI Web Parts, Center, BI Web Parts,

KPIs/DashboardsKPIs/Dashboards

Integrated document Integrated document management, records management, records

management, and Web management, and Web content management content management

with policies and with policies and workflowworkflow

Rich and Web Rich and Web forms based forms based

front-ends, LOB front-ends, LOB actions, actions,

pluggable SSOpluggable SSO

Docs/tasks/calendars, Docs/tasks/calendars, blogs, wikis, e-mail blogs, wikis, e-mail integration, project integration, project management “lite”, management “lite”, Outlook integration, Outlook integration,

offline docs/listsoffline docs/lists

Enterprise scalability,Enterprise scalability,contextual relevance, contextual relevance,

rich rich people and business people and business

data searchdata search

Enterprise Portal Enterprise Portal template, Site template, Site Directory, My Directory, My Sites, social Sites, social networking, networking,

privacy controlprivacy control

Getting On The Microsoft Office Getting On The Microsoft Office SharePoint Server 2007 TrainSharePoint Server 2007 Train

Two core piecesTwo core piecesContentContent

CodeCode

We'll talk about bothWe'll talk about both

Most common custom-code solutionsMost common custom-code solutionsare handled by out of the box featuresare handled by out of the box features

Migration StrategyMigration Strategy

PlanningPlanningAnalyze old applicationAnalyze old application

Map custom solutions to new featuresMap custom solutions to new features

MigrateMigrateUse the Content Migration featureUse the Content Migration feature

Post-migration tasksPost-migration tasksCheck, refine migrated siteCheck, refine migrated site

Re-brand siteRe-brand site

Incrementally migrate new contentIncrementally migrate new content

Switch over to Microsoft Office SharePoint Switch over to Microsoft Office SharePoint Server 2007 siteServer 2007 site

WhitepapersWhitepapers

PlanningPlanning

Analyzing and AssessingAnalyzing and Assessing

Microsoft Office SharePoint Server 2007 forMicrosoft Office SharePoint Server 2007 forCMS developersCMS developers

API ComparisonAPI Comparison

SharePoint Migration Center on MSDNSharePoint Migration Center on MSDN

Migration StrategyMigration Strategy

Continue to use and update CMS 02 system

Develop new page layouts, and test Office Server with

existing data

Content updates

only

Final updates

and testing

t0 t1 t2

CM

S 2

002

Off

ice

12

Liv

e

Liv

e

Live

Timeline

Full Migration Incremental Migration Incremental Migration

20

07

Mic

roso

ftO

ffice

syst

em

What Is “Content”?What Is “Content”?

CMS 2002CMS 2002 Microsoft Office SharePoint Microsoft Office SharePoint Server 2007Server 2007

Template (aspx page)Template (aspx page) Page LayoutPage Layout

Template DefinitionTemplate Definition Content TypeContent Type

PlaceholderPlaceholder Field ControlField Control

Placeholder DefinitionPlaceholder Definition Column TemplatesColumn Templates

PostingPosting PagePage

ChannelChannel SiteSite

Top Level ChannelTop Level Channel Site CollectionSite Collection

Users, Roles, Rights GroupsUsers, Roles, Rights Groups Users, Roles, Groups, PermissionsUsers, Roles, Groups, Permissions

ResourcesResources Items in Images and Documents Items in Images and Documents LibrariesLibraries

Custom placeholder dataCustom placeholder data Migrated as text fieldMigrated as text field

Migration ProfilesMigration Profiles

Contains the settings for the migration Contains the settings for the migration of a siteof a site

CMS ’02 database connection informationCMS ’02 database connection information

Top-level channel to migrateTop-level channel to migrate

Site collection to migrate intoSite collection to migrate into

By running the profile, content gets By running the profile, content gets migrated migrated to Microsoft Office SharePoint Server 2007to Microsoft Office SharePoint Server 2007

Don’t need CMS ’02 installed on your Don’t need CMS ’02 installed on your Microsoft Office SharePoint Server 2007 Microsoft Office SharePoint Server 2007 farmfarm

One profile for every migrationOne profile for every migration

Common CMS ‘02 Common CMS ‘02 ImplementationsImplementations

One CMS ’02 install -> One web siteOne CMS ’02 install -> One web site

One CMS ’02 install -> Multiple web sitesOne CMS ’02 install -> Multiple web sitesEach site in a top level channelEach site in a top level channel

Possibly using host header mappingPossibly using host header mapping

Depending on the CMS ’02 structure, Depending on the CMS ’02 structure, your migration profile configuration will your migration profile configuration will change slightlychange slightly

One Web SiteOne Web Site

Root Channel

Channel A

Channel A-1

Channel B

Default Page

Default Page

Default Page

Default PagePagePostings

Default PagePagePostings

Default PagePagePostings

Resource Gallery

Default Page

Root Web

Web A

Web A-1

Web B

Document Library

Template Gallery Master Page Gallery

Pages Library

Default Page

Default PagePagePages

Pages Library

Default Page

Default PagePagePages

Pages Library

Default Page

Default PagePagePages

Pages Library

Default Page

Default PagePagePages

Master Page

Page Layout

Template

Default PagePagePostings

Site Collection

Root Channel

Resource Gallery

Template Gallery

Template

Channel B

Default Page

Default PagePagePostings

Web B

Pages Library

Default Page

Default PagePagePages

Channel A

Default Page

Default PagePagePostings

Web A

Pages Library

Default Page

Default PagePagePages

Document Library

Master Page Gallery

Master Page

Page Layout

Document Library

Master Page Gallery

Master Page

Page Layout

Site Collection A

Site Collection B

Multiple Web SitesMultiple Web Sites

A Migration ProfileA Migration Profile

Pre-Migration AnalyzerPre-Migration Analyzer

Microsoft Office SharePoint Server 2007 is Microsoft Office SharePoint Server 2007 is a a new architecturenew architecture

Identifies things that need to or should be Identifies things that need to or should be changed in your CMS 2002 application changed in your CMS 2002 application before migrationbefore migration

Runs automatically as part of migrationRuns automatically as part of migration

Errors and WarningsErrors and WarningsErrors: Cause migration to fail until they are changedErrors: Cause migration to fail until they are changed

Warnings: Migration can proceed but some content may Warnings: Migration can proceed but some content may not look like you expect in Microsoft Office SharePoint not look like you expect in Microsoft Office SharePoint Server 2007Server 2007

Pre-migration analyzer can be run without Pre-migration analyzer can be run without performing a full migrationperforming a full migration

Post-Migration TasksPost-Migration Tasks

Test contentTest content

Refine contentRefine contentAdjust navigationAdjust navigation

Add custom field controlsAdd custom field controls

Customize BrandingCustomize BrandingMaster pagesMaster pages

Page layoutsPage layouts

Code MigrationCode Migration

Moving from the CMS APIMoving from the CMS APIto SharePoint Object Modelto SharePoint Object Model

No backwards compatibilityNo backwards compatibility

We are providing whitepapersWe are providing whitepapersto help customers through thisto help customers through this

Code MigrationCode MigrationCustom codeCustom code

CMS 2002 CMS 2002 CustomizationCustomization

Microsoft Office SharePoint Microsoft Office SharePoint Server 2007 ReplacementServer 2007 Replacement

SearchSearch Out-of-Box (OOB) featureOut-of-Box (OOB) feature

NavigationNavigation OOB plus ASP.NET 2.0 provider OOB plus ASP.NET 2.0 provider model based customizationmodel based customization

Landing (summary roll-up) Landing (summary roll-up) pagespages

OOB feature (Summary links, TOC, OOB feature (Summary links, TOC, and Content-by-Query controls)and Content-by-Query controls)

Content deployment scriptsContent deployment scripts OOB Deployment feature with UIOOB Deployment feature with UI

Forms login pageForms login page OOB plus ASP.NET 2.0 provider OOB plus ASP.NET 2.0 provider model based customizationmodel based customization

Workflow Extensions APIWorkflow Extensions API Better OOB Workflow plus FrontPage Better OOB Workflow plus FrontPage and Visual Studio customizationand Visual Studio customization

Web Author Console Web Author Console CustomizationsCustomizations

OOB plus ASP.NET 2.0 data source OOB plus ASP.NET 2.0 data source based customization of Authoring based customization of Authoring ConsoleConsole

Custom placeholder server Custom placeholder server controlscontrols Rewrite as WSS field controlsRewrite as WSS field controls

Code MigrationCode MigrationCustom placeholdersCustom placeholders

HTML Placeholders are migrated to HTML Placeholders are migrated to HTML Field controlsHTML Field controls

Custom Placeholders need to be migrated Custom Placeholders need to be migrated to Field controlsto Field controls

The XML Placeholder isn’t supportedThe XML Placeholder isn’t supportedIf you are using it, you need to create a custom If you are using it, you need to create a custom field controlfield control

Code MigrationCode MigrationWorkflowWorkflow

Microsoft Office SharePoint Server 2007 Microsoft Office SharePoint Server 2007 leverages Windows Workflow Foundationleverages Windows Workflow Foundation

Several workflows are provided that you Several workflows are provided that you can configure or create new workflowscan configure or create new workflows

Microsoft Office SharePoint Server 2007 Microsoft Office SharePoint Server 2007 workflows are based on content types workflows are based on content types and/or sitesand/or sites

Code MigrationCode MigrationMetadataMetadata

Channel PropertiesChannel PropertiesMove to a “Property Bag” on the siteMove to a “Property Bag” on the site

Access through APIAccess through API

Posting PropertiesPosting PropertiesBecome fields on the pageBecome fields on the page

Only visible in page edit modeOnly visible in page edit mode

CMS Assessment ToolCMS Assessment ToolOverviewOverview

Creates an inventory of your application’s Creates an inventory of your application’s use of the CMS Publishing API (PAPI)use of the CMS Publishing API (PAPI)

Creates an inventory of the CMS Creates an inventory of the CMS RepositoryRepository

Collects Statistics about the CMS Collects Statistics about the CMS RepositoryRepository

Pre-Migration Analyzer Pre-Migration Analyzer

Reports are in XML and Microsoft Office Reports are in XML and Microsoft Office ExcelExcel

CMS Assessment ToolCMS Assessment Tool

CMS Assessment ToolCMS Assessment ToolCode analysisCode analysis

PAPI InventoryPAPI Inventory

Where in your code Where in your code you are calling PAPIyou are calling PAPI

Summary of the PAPI callsSummary of the PAPI calls

Which placeholders are Which placeholders are being used on which templatesbeing used on which templates

Workflow hooksWorkflow hooks

CMS Assessment ToolCMS Assessment ToolPre-migration analysisPre-migration analysis

Executes many of the same tests against Executes many of the same tests against the the CMS Repository as Microsoft Office CMS Repository as Microsoft Office SharePoint Server 2007SharePoint Server 2007

The same errors and warning text is usedThe same errors and warning text is used

Identify potential issues before attempting Identify potential issues before attempting to upgradeto upgrade

A Re-Branded PostMigration SiteA Re-Branded PostMigration Site

FAQsFAQs

Connected PagesConnected PagesExamine what you were trying to doExamine what you were trying to do

Possible solutions include:Possible solutions include:VariationsVariations

Content Query Web PartContent Query Web Part

Reusable HTML FragmentsReusable HTML Fragments

Navigation modificationsNavigation modifications

Revision HistoryRevision HistoryNot as visual as CMS 2002Not as visual as CMS 2002

Pages Library and URLPages Library and URLCan change Pages Library nameCan change Pages Library name

Best Practices for Current DevBest Practices for Current Dev

Update your CMS 2002 application to SP2Update your CMS 2002 application to SP2

Upgrade to ASP.NET 2.0Upgrade to ASP.NET 2.0Use Master PagesUse Master Pages

Leverage the ASP.NET 2.0 Navigation and Authentication Leverage the ASP.NET 2.0 Navigation and Authentication Provider ModelProvider Model

Minimize the number of templatesMinimize the number of templates

Minimize your custom placeholder server controlsMinimize your custom placeholder server controls

Plan customizations based on what you know is Plan customizations based on what you know is coming!coming!

Integrated SearchIntegrated Search

Workflow customizationsWorkflow customizations

Authoring ConsoleAuthoring Console

OOB Web PartsOOB Web Parts

Avoid using Connected Templates/PagesAvoid using Connected Templates/Pages

What You Can Do NowWhat You Can Do NowDownload Beta 2 and Migrate your site!Download Beta 2 and Migrate your site!

Check out the Migration CenterCheck out the Migration CenterAssessment ToolAssessment Tool

Planning guidePlanning guide

White papersWhite papers

Learn all about Office SharePoint Server!Learn all about Office SharePoint Server!E-LearningE-Learning

SharePoint DVDSharePoint DVD

Designing Your Microsoft Content Designing Your Microsoft Content Management Server 2002 Solution for Management Server 2002 Solution for ReusabilityReusability

Additional Community Additional Community ResourcesResources

Web Casts:Web Casts:Migration Web CastMigration Web Cast

Evolution of Web Content Management in Office Evolution of Web Content Management in Office SharePoint ServerSharePoint Server

Blogs:Blogs:Stefan GossnerStefan Gossner

Andrew Connell (MVP)Andrew Connell (MVP)

Spencer Harbar (MVP)Spencer Harbar (MVP)

Mark HarrisonMark Harrison

Mitch PrinceMitch Prince

The 2007 Microsoft Office The 2007 Microsoft Office System System Clients. Servers. Clients. Servers. Solutions.Solutions.

Install Beta 2 today! Install Beta 2 today! It’s in your attendee bagIt’s in your attendee bag

Learn more at the Office System TLCLearn more at the Office System TLCDemo Stations / Hands-on-Labs / Chalk-talksDemo Stations / Hands-on-Labs / Chalk-talks

Get more informationGet more informationhttp://www.microsoft.com/office/preview/default.mspxhttp://www.microsoft.com/office/preview/default.mspxhttp://http://msdn.microsoft.commsdn.microsoft.com/office//office/

TalkTalk

LabLab

DemoDemo

ResourcesResourcesTechnical Chats and Webcastshttp://www.microsoft.com/communities/chats/default.mspx http://www.microsoft.com/usa/webcasts/default.asp

Microsoft Learning and Certificationhttp://www.microsoft.com/learning/default.mspx

MSDN & TechNet http://microsoft.com/msdnhttp://microsoft.com/technet

Virtual Labshttp://www.microsoft.com/technet/traincert/virtuallab/rms.mspx

Newsgroupshttp://communities2.microsoft.com/communities/newsgroups/en-us/default.aspx

Technical Community Siteshttp://www.microsoft.com/communities/default.mspx

User Groupshttp://www.microsoft.com/communities/usergroups/default.mspx

© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.