Upgrade/Migration to SharePoint 2013 - How to get there (SPS SV)


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​This session will focus on the things you need to consider when upgrading your existing SharePoint environment to the latest version of SharePoint. In this session you will learn how to successfully upgrade your infrastructure (or consider cloud based services) and migrate your content based on real-world examples.

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  • Introduction slide
  • Watch out for the hidden costs Technology is not the biggest expense, it’s the manpower it takes to rethink your content’s structure (IA)
  • You have two choices:Upgrade – start fresh and copy over the content.Upgrade/Migrate – upgrade your existing farm (in place or new farm)
  • This is what we did at Kiefer
  • This is what we did at POLA
  • Run PS Scripts and Provide them a list
  • Preupgradechecker will give you a good list
  • During an upgrade from the server products in the Office 2007 release to SharePoint 2010 Products, you could allow site owners to use Visual Upgrade to keep sites in the old experience on the upgraded environment. When you upgrade to SharePoint 2013 Preview, all sites that are still in the old experience in SharePoint 2010 Products are automatically upgraded to the 2010 experience. If you want the opportunity to address any issues and review the sites before they are switched to the new experience, upgrade them to the new experience in your SharePoint 2010 Products environment and review them before you upgrade them to SharePoint 2013 Preview. We recommend that you finish visual upgrades before you upgrade to SharePoint 2013 Preview. Finishing visual upgrades before you upgrade provides the following benefits:You can address issues while you still have the server products in the Office 2007 release components available.You can have users be involved in reviewing and fixing issues in their sites.You can roll back to the old experience temporarily if it is necessary. You cannot roll back when you are in the SharePoint 2013 Preview experience.You avoid adding potential errors to the upgrade process. The fewer operations occurring during upgrade, the better. Trying to troubleshoot errors is more difficult when you have more processes involved. And users might think that upgrade has caused an issue when it's really the experience changing to the new version. If you have an issue with how the site interface is displaying, how will you know whether it is an old issue from the site that was forced through visual upgrade, a problem with the 2010 mode in SharePoint 2013 Preview, or a problem with a new CSS file?To check for sites in the old experience, on the SharePoint 2010 Products environment, you can use the Get-SPSite Windows PowerShell command.To check for and upgrade sites still in the old experience in the SharePoint 2010 Products environment by using Windows PowerShellVerify that you have the following memberships:securityadmin fixed server role on the SQL Server instance.db_owner fixed database role on all databases that are to be updated.Administrators group on the server on which you are running the Windows PowerShell cmdlets.An administrator can use the Add-SPShellAdmincmdlet to grant permissions to use SharePoint 2013 Preview cmdlets.Note: If you do not have permissions, contact your Setup administrator or SQL Server administrator to request permissions. For additional information about Windows PowerShell permissions, see Add-SPShellAdmin.On the Start menu, click All Programs.Click Microsoft SharePoint 2010 Products.Click SharePoint 2010 Management Shell.At the Windows PowerShell command prompt, type the following command to return all site collections that are in or have subwebs in the old experience:Get-SPSite | ForEach-Object{$_.GetVisualReport()} At the Windows PowerShell command prompt, type the following command to upgrade those sites to the new experience:Get-SPSite | ForEach-Object{$_.VisualUpgradeWebs()} For more information, see Get-SPSite and Manage visual upgrade (SharePoint Server 2010).
  • If you have any custom site templates, you’ll need to recreate some of them in the 2013 experience.
  • We’ve really focused on making sharing simple in this release. You can drag and drop content directly into your document libraries and by hovering over a document you can see live document preview and at a glance see who you’re sharing with and when the document was last edited. Without leaving the library you can edit your documents using Office Web Apps, and in one click share it with a colleague. We’re taking document sharing and storage one step further with the introduction of SkyDrive Pro.
  • We have incorporated all the social networking capabilities that people love in the new SharePoint. Here you can see the SharePoint Newsfeed, which enables you to speak your mind, share ideas and get answers in real time. You get hashtags (#), ‘likes’ and the ability to mention people (@) in a post. You can follow people, document and sites, so you always know what is going on with your colleagues and projects. You can even create an Outlook task, right from your Newsfeed, so you can effectively track an action item.  This is what we call social to get things done.Theme: Connect your workplace with integrated social capabilities – communication and collaboration within and across agencies; Knowledge Sharing to Drive Productivity and Efficiencies; Resolve issues fasterOffice 2013 capabilities: social capabilities in SharePoint and Office – like newsfeeds to follow sites, documents and discussions to get answers in real time - follow people, teams, documents and sites to stay on top of the latest happenings. Keep track of what your colleagues are up to through their activity feed. SharePoint even recommends people and documents to follow based on your interests and responsibilities. Ratings and reputation scores enable you to recognize colleagues and develop expert communities. Enterprise newsfeeds and microbloggingFollow people, document and sitesCreate Outlook tasks from your NewsfeedClick to communicate with pervasive presence and People cardYammer:Yammer already integrates with SharePoint and Dynamics, and over time it will offer more and more connections with SharePoint, Office 365, Dynamics and Skype. SharePoint will include new social networking capabilities, and Yammer will power the next generation of SharePoint and Office 365 social experiences. Yammer and SharePoint have highly complementary strengths that will benefit business users and IT.-Users love Yammer – their viral growth model and high engagement is the recipe for success with social.-SharePoint is the platform IT NEEDS – SharePoint will offer IT the support it needs to ensure that Social is not only a success with users, butcan continue to grow and meet IT’s governance, security, and compliance needs.-Yammer is always improving: For free users they will often release multiple times a week in an effort to continue to fine tune engagement and even roll out new features. Users are used to iterative changes with consumer software, and with social it’s crucial that we are always at the front of the curve with innovation. IT departments simply can’t keep pace with our ability to innovate and roll-out software in the cloud.-SharePoint will always be the place that IT goes to manage social: SharePoint will offer a more stable platform that IT can understand and easily predict ensuring that they can both continue to have the latest Social experience with Yammer, but also ensure they the key controls needed to meet the business’ highly demanding SLA’s.-Yammer is simple and consistent: By not allowing major changes to the experience it ensures that Yammer is always confident that ever user stays engaged and get work done.-SharePoint will offer our customers that need that ability to provide advanced, highly customized experiences a way to continue to do this and still leverage the powerful social layer to keep these applications dynamic and alive.Together Yammer and SharePoint will enable Microsoft to offer a service that no other company can match, that both the business and IT will love
  • Animated Slide with two views of search results in SharePointAnswering a question is only helpful if the user can act on it, and SharePoint makes acting natural and intuitive with the introduction of the hover card.From the hover card you can do a live preview of a document, deep dive into that document, in meaning not just to the right document but to the right part of the of the document with the introduction of a new features called “deep links”. And finally you can act on that result with contextual actions based on the document itself.So for an example for a person result, actions can be follow/send email/view profile, while for a video it can be play/share/etc. All of this is also extensible and customizable allowing you to make search actionable for any content and create a richer experience.Click for 2nd image of video search:Here is a great example of a out of the box experience, the video search. Visualizing the results is important, but having the ability to inspect and interact, in thiscase ability to play the videos with-in the results or even inside the hover panel makes for a compelling search experience. Note how the hover panel surfaces additional metadata and event relevant actions.Right under the search box, you will see a list of verticals. These not allow for users to find quickly what they are looking for by setting the right context but arealso a customizable and extensible as any part of the search results page which will allow you to create your own great and unique experiences on top of theplatform.All of these experiences can be customized to allow organizations to easily extend and build their own experiences both inside and outside of SharePoint.More on SharePoint Search:MSFT has invested heavily in search in the past several years….In this release we brought together SharePoint Search and FAST Search into a next generation search engine that we consider the best of both worlds. The scale and power of FAST with the simplicity and manageability of SP Search. But this release is far more then best of both worlds, it is step ahead for the entire search industry.Search in SharePoint 2013 focuses not just on technology, but the core belief that search should help users find what they are looking for and get answersto the questions they ask. This means doing far more then searching a index, but requiring the development of a entire new experience dedicated to the usersintent, that can analyze user interactions while having the flexibility to draw information from across the enterprise and even from out in the web.The search experience in SharePoint 2013 is beyond just a great user experience, as it will allow anyone looking to leverage the extensible engine to build their own experiences that can benefit much of the richness that SharePoint provides.
  • With SharePoint you can embed PowerPoint presentations and videos into your team or intranet sites to help communicate business priorities and initiatives. SharePoint blogs allow you to provide regular updates to your team or the entire organization and get rapid feedback. We’ve made a number of improvements to inline site editing so updating sites andcommunicate changes to critical business processes can be done quickly to keep everyone up-to-date.
  • We’re introducing a new lightweight task management feature in SharePoint to help coordinate tasks across the entire team. Sites make it so easy for teams to work together, sharing content, organizing tasks, editing lists and it’s designed to work with Microsoft Project so it’s easy to aggregate all your project tasks across the team or the entire organization giving project managers broad visibility into the priorities and initiatives people are working on.
  • To help IT manage and distribute apps the Internal App Directory provides a central place for business end-users to download and discover IT approved apps. We’re providing administrators with tools to track app requests and manage licenses so you have complete control of which apps can be accessed and set policies around app download and approval to keep you in control.
  • An email should be sent out to Site Collection admin when the temporary site is provisioned.
  • Conclusion slide
  • SharePint
  • Upgrade/Migration to SharePoint 2013 - How to get there (SPS SV)

    1. 1. SharePoint 2013 – How to get there! Upgrade options from real world experience Technical Process Barry Boudreau Chief Technology Officer Kiefer Consulting, Inc.
    2. 2. Kiefer Competencies
    3. 3. Agenda • Upgrade from the End User’s Perspective (Business) – Upgrade Strategy – End User Responsibilities – Motivating Users to Learn SharePoint 2013 – IT Responsibilities • The Upgrade Process (Technical) – How to get there from SharePoint 2007 – How to get there from SharePoint 2010
    4. 4. Costs Associated With Restructuring Technology Upgrade Costs Upgrading Almost Always Involves Restructuring Content
    5. 5. Migration Process PreparationAssessmentMigration Testing/ Validation PostMigration For Office 365 Migrations Analyze Existing Content (Location, Quantity, Solutions) Determine Migration Priority Create New Site Collection(s) Validate Content Based On Content Map/Schedule Launch New Site (w/ Training) Assess Office 365 Environment Identify Source Content To Be Migrated Determine Ownership Of Content Clean Up Content/ Content Refresh Prepare Environment (O365 or On Premise) Define Information Architecture Owner Review Of Content (Training Opportunity) Migrate Content Based On IA/ Schedule Define Migration Schedule Approved Delete Source Content That Has Been Migrated Set SourceContent To Read Only Review Feedback Resolve Issues Plan Launch Efforts 3rd party tool? Copy/Paste? Many Times Upgrading Actually Means “Migrating”
    6. 6. Upgrade and migration strategies Upgrade/migrate to the cloud Upgrade to next version – sequential (recommended) Leapfrog to the latest version
    7. 7. Upgrade to the Next Version Things to look out for:  Storage requirements  Customizations & Missing files  Changes in supportabilily limits  Orphaned sites  Patch level (not up to date)  Platform changes (Search, OWA, etc.)  Authentication type (Classic, Claims, etc...) The only built-in method supported and provided by the product
    8. 8. Leapfrog to the latest version Things to look out for:  Storage requirements  Customizations & missing files  Changes in supportabilily limits  Orphaned sites  Functionality in use  Running workflows  Deprecated features  Load on resources (hardware and people) Requires 3rd party tools or multiple upgrades
    9. 9. Upgrade/Migrate to the Cloud Things to look out for  Not all workloads available in the cloud  Certain workloads are challenging in hybrid mode  Connectivity to other systems and their locations  Existing solution-specific customizations/managed code  Licensing costs for 3rd party migration tools, support, etc.  Future plans with regards to customizations, integration, etc.  Amount of data to be migrated and throughput targets during process Requires 3rd party tools or manual migration
    10. 10. Delete Unused/Evaluate Underused Site Collections & Sub Sites Not every ‘unused’ site collection or ‘old’ site collection should be deleted. Example: Emergency Preparedness Site
    11. 11. Delete Unnecessary Versions Before Digital File Shares SharePoint Hopefully you already limit the number of versions whenever versioning is enabled… If you don’t – the upgrade provides a reminder (and benefit) to adjusting and evaluating versioning and previous stored versions of documents.
    12. 12. Identify Unused Templates, Features & Web Parts
    13. 13. Finish Visual Upgrades In 2010 Environment w/ IT
    14. 14. Re-Create Site Templates From 2010 Only A Few… • Document Workspace • Meeting Workspace • Group Work Site • Personalization Site • Visio Process Repository (Not Removed, But Will Be) From 2007 All Site Templates…
    15. 15. Learn SharePoint 2013
    16. 16. Top 10 Features To Help Motivate Users • #1-Enhanced Collaboration • #2-Social Engagement • #3-Find Experts and the right Content • #4-Doc and Records Management, eDiscovery and Compliance • #5-Government Portals - Intranet, Extranet and Internet • #6-Next Gen Devices • #7-Business Intelligence, Dashboards and Reporting • #8-Organize Projects • #9-Improve Service Delivery with CitizenApps • #10-Better Governance
    17. 17. Streamline common tasks Simplified Sharing: Drag and drop content directly into your document libraries and by hovering over a document Live document preview and at a glance see who you’re sharing with and when the document was last edited. Without leaving the library you can edit your documents using Office Web Apps, and in one click share it with a colleague. We’re taking document sharing and storage one step further with the introduction of SkyDrive Pro.
    18. 18. Integrate Social Across Departments Connect your workforce and share knowledge with social capabilities in SharePoint and Yammer Follow colleagues, teams, documents, and sites to stay on top of the latest government happenings and improve collaboration across departments and agencies. New Community Sites help you engage in crowdsourcing and harness social networks and insights to drive knowledge sharing. Improve cross-agency knowledge sharing and collaborative processes Crowdsource for best ideas Reduce time to get new hires up to speed; promote team building Benefits Follow people, documents and sites Share ideas and get answers in real time on your Newsfeed #hashtags @Mention people Pervasive presence integration ♡ Like Enhanced Collaboration EmergencyPlan GrantManagement EmployeePensions TGIF Feedback #EmergencyPlan. Emergency Planning site Who typically works on #EmergencyPlan updates? those type of updates.
    19. 19. Deliver Better Portal Experience through Search Government Portals Simplify how citizens retrieve public service information and get answers to questions SharePoint Search and FAST Search are brought together into a next generation search engine. Search is far more tuned to what citizens are doing, and what others have found successful. New Hover Card enables users to quickly inspect and find what they are looking for. Improve public awareness of citizen and business services; better address constituent needs Benefits Create YouTube-like video experiences through Search View video thumbnails without leaving your search page Visual refiners Dive into the part of the document that matters most Interact with live previews of documents New Hover Card changes based on content type
    20. 20. Find it in one place with unified eDiscovery With advanced search technology (from the FAST acquisition) the new Office unifies the eDiscovery process by letting you retrieve content stored across Exchange, SharePoint, Lync and even file shares. Compliance officers can search and view content by project, legal matter, or business context. Reduce time spent and costs associated with discovery Eliminate third-party security and compliance software Benefits Get instant statistics Use proximity searches to understand context Query results across Exchange and SharePoint Laser focused refiners to help find the data you need Fine tune complex queries Risk and Compliance Simplify eDiscovery for Compliance Officers
    21. 21. Create dynamic sites Familiar Content Authoring and Management Managed Navigation/Friendly URL’s Support Automated or Manual Translation Image Renditions Video Improvements Usage Analytics Design Manager Device Based Rendering
    22. 22. Support BYOD and use Office Mobile across devices and platforms Workers on mobile devices stay productive with Office Web Apps and connected with presence and instant messaging. One-click into Lync meetings and view shared content. With Office 365, Exchange and Office enable Rights Management capabilities by default, including IRM in Office, OWA and Exchange ActiveSync. Improve productivity and satisfaction of employees who travel and work on projects and missions across geographic locations Reduce the risk and costs associated with unwanted disclosure, such as classified documents and citizen information Reduce device hardware and support costs (BYOD) Benefits iPhoneWindows Phone Office Mobile apps available on Windows Phone 7.5 and Windows Phone 8 AndroidiPad OneNote and Lync apps available on iOS and Android phones Next Generation Devices and Apps Securely manage mobile devices with policies that let you enforce PIN lock and remove confidential data from lost phones Work More Securely From Your Own Device
    23. 23. Take budget data, citizen behaviors, and economic trends into Excel to discover insights Use Excel recommendations for the most suitable charts and pivot tables based on patterns in your data. Quickly preview your chart and graph options, and then pick the option that works best. Apply Timeline Slicer, a visual time filter, to see data quickly over different periods. Save time creating budgets, reports and analyzing data Gain efficiencies and empower workers through self-service BI Enable your leadership to make better, more informed decisions Benefits Flash Fill automatically recognizes pattern from list and proposes fill Recommended Charts: Excel recommends the most suitable charts based on patterns in your data. Discover different ways to visually represent data Timeline Slicer: See your data over different time periods, e.g., Month, Quarter, Year Business Intelligence Budget Report Budget Allocation Count Create Budget Reports Faster, Help Officials Discover Insights
    24. 24. Keep things on track
    25. 25. Extend the way you create and consume information from within Office and SharePoint Develop apps for Office and SharePoint with HTML/CSS, JavaScript or PHP. Hosted in the cloud with minimum device footprint. Apps can be accessed from any device with a web browser. Distribute and manage with IT app catalog (or public Office Store). Lower IT costs and time spent on deployment and delivery Reduce training costs by leveraging familiar Office UI Increase insight into web content and LOB data to improve decision making and unlock the ROI in existing investments Benefits The Bing Maps app in Excel maps the addresses highlighted Work across Office apps and Office Web Apps Line-of-Business Applications Next Generation Devices and Apps Develop Apps Using New Cloud App Model
    26. 26. Manage app approvals and usage
    27. 27. Learn and Train the Trainer
    28. 28. Inform your user community • Information on what will happen during transition… • Communication on when their 2013 ‘infrastructure’ upgrade will occur… • Provided directions if using self-service upgrade… • Notifications and reminders for when upgrade must be completed by… • Self-service upgrade still means getting people to do it eventually by a specific time • Notification when the ‘infrastructure’ upgrade is finished… • What IT support, training, and help will be available…
    29. 29. Understand The Differences 1.No Design View in SharePoint Designer 2013 2.No Breadcrumb (By Default) 3.Create Sub Site Has Moved 4.No Sign In As a Different User 5.App Naming & Organization (For Those Who Are Used To Previous Methods For Creating New Lists/Libraries The App Naming Can Be Confusing) 6.Share Instead Of Manage Permissions (Better Than Previous Model, But Requires Explanation)
    30. 30. Help Users Understand The Upgrade Process
    31. 31. Are you still using SharePoint 2007? • Things to Know: –Direct Upgrade NOT an option –Need to use a 2010 Staging Farm (or a tool) • Must be 64 bit; Should be Windows Server 2008 R2/SQL Server 2008 R2 or better
    32. 32. Inventory the existing Farm
    33. 33. Demo – Inventory Upgrade Worksheet PreUpgradeCheck PreUpgrade Solutions Site Templates Web Apps/Databases
    34. 34. Configure SharePoint 2010 Staging Farm • Configure the 2010 Staging Farm (we use a custom PS Script) • Create a new web application for each 2007 web app (don’t forget mySites) • Install 3rd party solutions • Restore and attach the content database (Mount- SPContentDatabase) • To Visual Upgrade or not To Visual Upgrade? • Test, Test, Test • GOTO “How to get there from SharePoint 2010”
    35. 35. The Overall Process
    36. 36. Things to know ahead of time • 2010 database must be RTM or later – No Service Pack required • Upgrade from 2013 beta to 2013 RTM not allowed • Office web apps are now on their own server so plan accordingly, 2013 will not consume 2010 OWA • Add managed paths manually before attaching databases • Always upgrade database with root site collection first • Try to use same URLs • You need more hardware! 
    37. 37. Things to know ahead of time • Valid methods –Database attach (Mount) • Authentication • Nomorepreupgradecheck 2013 Upgrade Report
    38. 38. Features and Solutions • 2010 stuff mostly just works • Hopefully everything is WSPs • Fab 40 Solutions will not upgrade – upgrade process refuses and leaves them in 14 mode.
    39. 39. Things that are new • Upgrade just affects the database schema not the site collections • No more visual upgrade – 2010 vs. 2013 site collections • Everything is in the hands of site collection admins – Test upgrade – creates a new site collection to test – Upgrade health rules – Upgrade process
    40. 40. New Site Collection Upgrades
    41. 41. New Site Collection Upgrades
    42. 42. Puts The Upgrade In Users Hands
    43. 43. Users Can Try A Demo Upgrade Sends an email to the Site Collection Admin when queue and eval site creation is complete. • The “Upgrade Evaluation Site Collection” must be clearly communicated as NOT FOR REAL USE as it expires in 30 days – noted in a bar at the top. • It also creates a copy of the site collection, so depending on search settings, and storage this can have significant ramifications (beyond just the performance implications). • Depending on SQL (non enterprise) this may set the site to ‘read only’ until creation is complete.
    44. 44. Users Manage The Upgrade Process
    45. 45. What did we learn? • Communication with stakeholders is key – Show the benefits, get their buy-in. – Explain the process • Train the trainer • Detailed Inventory Identifies Pre-Upgrade Work to be done – 3rd party – Deprecated features • Prepare to do a lot of design work • UAT is key
    46. 46. Join us right after the event at the Firehouse Grill! Socialize and unwind after our day of learning. 1765 E. Bayshore Road East Palo Alto, CA