sps chevy chase tips on migrating to office 365
TRANSCRIPT
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April 15, 2023
Tips and Tricks to SharePoint Migration
Mike Maadarani
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Thanks to our Sponsors!!!
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• The details can be found through the EventBoard Mobile app – http://app.spsdc.org -> SPSDC
Session Info
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Only have a web browser?http://lanyrd.com/2015/spsdc/
Lanyrd
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Join us at #SharePint sponsored by K2 at Clyde’s of Chevy Chase in the RaceCar Bar Downstairs
Why? To network with fellow SharePoint professionalsWhat? SharePint!!!When? 6:00 PMWhere? RaceCar Bar Downstairs5441 Wisconsin AveChevy Chase, MD 20815
Thanks to?K2!
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Welcome & Introductions
Mike Maadarani, Ottawa • App Dev and Architecture for over 20 years (17 Years
Microsoft, 3 Years with the “Other Guys”)• Business focused on Enterprise Content Management &
Publishing Sites• Technology focused on SharePoint, SQL Server and
SharePoint Integration• Architect, trainer, and presenter
www.maadarani.com @mikemaadarani
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Cloud
ProcessAgenda
Closing and Q&A
Content & Apps
Overview
Migration Life Cycle
Hybrid
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Why should I consider SharePoint 2013?
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Others have it!Sooner or later, you will need SharePoint!3 reasons why SP 2013 is better than Sex:– You can usually find someone to do it with– A little Scotch and you can usually do it all night!– If you don’t finish, you won’t gain a reputation of a
“SharePoint Teaser”Wheel is still there, but friendlier message
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History recap
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2006
iPhoneSharePoint 2007
SharePoint 2010Facebook
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Devices Social Cloud Control
2007 – 2012: Revolutionary Trends
People
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Devices Social Cloud ControlPeople
SharePoint 2013
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SharePoint Evolution to 2016
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Should I upgrade?
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What is migration?• The movement from one location (Source) to another
location (Target)
What is IT Migration?• People, Hardware, Software, Systems, Data, Information,
Business Processes, Applications, Services
What is Information Migration?• The movement of documents, metadata, taxonomy and
structure, security, and business process logic
Overview
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Move Forward
Don’t Upgrade
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SharePointObjective
VALUE RISK
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SharePoint
VALUE RISK
Objective
VALUE RISK
WORKLOAD
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Should I upgrade or migrate?
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Migration/Upgrade Lifecycle
Analysis Plan Execu
teAsses
sSustai
n
SOURCEFile Share
Exchange Public Folders
Lotus Notes
Web Content
SharePoint
Other LOB Systems
TARGET
SharePoint Online
SharePoint On-Premises
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Step 1.Analyze your farm
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• Content Analysis– File Shares– Exchange Public Folders– Notes Databases– Existing SharePoint farms– Web Content– Other lines of business applications
• Who is involved?– Stakeholder(s) (Accountability)– Business Drivers (Awareness)– Information Technology (Accessibility)– Individual(s) (Owner)
• Where is our content?– Hosted or In House– Centralized or Decentralized– Local or Abroad
Analyze: Decision Points
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• Content Analysis– How much content? How large?– How many layers? (Web Applications, Site Collections, Sites)– Content Types, Metadata? CTH?– Security Levels– Workflows– Linked Information– M.U.D.R (Systems and Content)
• Maintain• Upgrade• Dispose• Replace
Analyze: Decision Points
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• Service Applications Analysis– Search– Managed Metadata– Secure Store (must be done before BCS)– BCS– User Profiles– PerformancePoint
Analyze: Decision Points
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• Custom Code– WSP– Event receivers– Apps (if 2013 to Online)– Workflows– Etc…
• 3rd Party Tools
Analyze: Decision Points
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• Action Items– Roles and Responsibility Matrix– Content Inventory Worksheet– Security Report– Decision: Build or Buy migration tools AND
services
Analyze: Action Points
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Step 2.Plan your battle
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Which cloud is good for you?
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Private Cloud
Full AccessFarm SolutionsSandbox Solutions
$$Expensive to runExpensive to maintain
TraditionalWe know what we knowWe expect innovation and great new features
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Azure
VMs for you needsIf you’re used to a virtual environment, you’re ready for AzureA few quirks
Full AccessFarm SolutionsSandbox Solutions
$$PricierNot clear on upfront cost
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SharePoint Online
Limited AccessNo Farm SolutionsLimited Sandbox Solutions More script and CSOM code is being added
$$Totally based on accessAND “seats”Usually cheaper that the other options
Features and SupportNew Features come online firstUpdates are almost every quarterGood support from MS and the partners
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Hybrid Solution
Online + On-premises
Online + Azure
Azure + On-Premises
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Upgrade Scenarios
Gradual Upgrade
Database Attach Upgrade
In-Place Upgrade
On-premises O
NLY
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• All content databases • Search administration• BDC• Managed Metadata• PerformancePoint• Secure store• User Profile databases
Database Upgrade
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Plan your content
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Identify SPO Gaps
FederationMidsize Business plan or higher for AD integrationMidsize, Enterprise E1 or higher for Yammer
Migration costsBased on size and number of itemsLots of vendors, some are the same core engine
Farm FeaturesFarm solutions are not supported in Office 365Need to know what is in the farm, and where they are being used, to create a remediation plan
3rd party solutionsApp Store is rich with many solutions
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• Most companies have content that is:– Out of date– Duplicated– Difficult to find
• Would benefit from:– delete/archive/migrate triage– reorganization– tagging with metadata
Real world content
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Plan: Decision Points
• Where will the content go?– Web Applications– Site Collections– Sites– Pages– Libraries
• What will the content do?– Policy Management– Business Process– Search ability– Metadata
• Communicate and Train!
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RemediationWhy is remediation required?
What to remediate?How to remediate?
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Some customizations:Cannot be migrated as is
Some content:Cannot be migratedShould not be migrated
Why remediation is required
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Reduce content volume
Content Mapping
Content remediation
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Customization remediation
Branding Solutions
ProvisioningSolutions
Content Types and
Site Columns
User InterfaceComponents
Other Built-inFunctionalities
Integration/Maintenance
Solutions
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Use OneDrive For Business
• Migrate your MySite and personal filesPersonal Sites must be created first before you
migrateBulk migration requires an account to be added to
the personal sitesUse PowerShell to add a migration account to the
admin group for individual personal sitesRemove when done with migration
Bulk Site creation is available through CSOM API
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Execute your migration
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Choosing your migration approach
Self-service migration
• Manual
Tools-based migration
• Manual/auto using tools
Complex migration
• Includes custom code
• Involve experts
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Steps to migration
Migrate your Service Applications First
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Service Apps
Online• Search
– Consider Hybrid Search• MMS
– You want to consider 3rd party tools
• BCS– You need Hybrid environment
• PerformancePoint– PowerBI, PowerView
• User Profile– AD Sync
On-premises• Search
– Consider Hybrid Search
• MMS, Secure Store, BCS, PerformancePoint, User Profile– Consider DB Upgrade
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• The migration to the cloud must be performed remotely
• User identities are different
Migration considerations
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• Do you really want to migrate?• Use OOB if possible• Rebuild if needed• Test against trial content• Finalize and lock down code deployment
Execute: Code Migration
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• Triage your content• Assess• Reconfigure your scripts/strategy• Try again• Follow your Plan• Divide and Conquer• Delta Migration
Execute: Content Migration
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NO migration is 100% success
Execute: Content Migration
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• Assess your content• Re-run migration for missing content• How is the current state performing/growing?– Storage– Security– Performance – Event Log
Assess: Action Points
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• What is your disaster recovery plan?– SPO, No action– On-Premises, Plan and implement a DR site
• Turn off old farm, but do not kill it• What are our growth metrics?• How we will manage issue tracking and
support?
Sustain: Action Points
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In Closing
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• Analyze• Plan– Schedule– Communications– Hybrid strategy
• Triage the content• Remediate• Migrate• Assess• Sustain
Recap
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Keys to success
• People– Source system knowledge (System X)– Target system knowledge (SharePoint Online)
• Knowledge– Development– Knowledge management
• How to structure the data
• Realistic timelines• Commitment
– Strong steering committee
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QA&
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