Slides from a webinar conducted August 28th, 2014 with Steve Marsh, Director of Product Marketing at Metalogix. While much of the focus of the webinar was on moving to cloud-based or hybrid environments, the points made are applicable to any SharePoint migration.
Exploring the Future Potential of AI-Enabled Smartphone Processors
5 Things to Know Before Migrating to SharePoint 2013, OneDrive for Business, or SharePoint Online
1. 5 Things to Know for Migrating to
SharePoint 2013, OneDrive for Business,
or SharePoint Online
Steve Marsh, Director of Product Marketing
Christian Buckley, Chief Evangelist
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2. Steve Marsh
Director of Product Marketing
stevem@metalogix.com
www.metalogix.com
@drstevemarsh
Christian Buckley
Chief Evangelist & SharePoint MVP
cbuck@metalogix.com
www.buckleyplanet.com
@buckleyplanet
3. At Metalogix, our Continuing Mission
is to improve the use and performance
of Enterprise Content to power
knowledge sharing and collaboration.
14,000+ customer license shipped
Fastest Growing and Largest ISV.
Complete & Best-of-Breed SharePoint
Infrastructure Management Suite
We are committed to your
Success with SharePoint
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4. Topics we’ll cover today:
• What is driving SharePoint toward the cloud?
• What is your cloud strategy for SharePoint?
• Five considerations as you develop your strategy
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• Best practices for migration
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Advantages
• A professionally managed data center with 24x7 support and
advanced network security and intrusion detection.
• Separation of identity and content for externally-facing
workloads vs. on-premise internal-facing environments.
• Rapid provisioning with little or no upfront costs for hardware
and software.
• On-demand scale-out to meet variable capacity demands.
8. How successful you are with your cloud decisions will be intrinsically
tied to end user adoption and, ultimately, business alignment
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19. 19
Create a Content Inventory
Capture business purpose
Assess relevance of content
Assess current users
Correct location or position
Free Migration Planning Tool in site hierarchy/IA?
www.metalogix.com/products/Migration-Expert.aspx
Pre-migration Analysis & Preparation
www.metalogix.com/products/ControlPoint.aspx
21. Create a SharePoint Inventory
URLs
Site Collection Name
Site Collection Size
Sub site count
Large Lists
Document Versions
Customizations
Site Location/position
Content DB – Size, Number
Site Collections per DB
Duplicate or Orphaned Site Collections
My Sites – Content DB, Size SharePoint 2013 Thresholds and Limits
http://technet.microsoft.com/en-us/library/cc262787.aspx
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22. 3 - Plan to Leverage New Functionality
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Community sites
Managed Navigation
Social Features
Mobile Devices
Deprecated Site
Definitions
New functionality can significantly increase
potential adoption if used well:
• Managed Metadata & Navigation – find
relevant information faster!
• “New” file storage and sharing capabilities http://technet.microsoft.com/en-us/
library/cc261834(v=office.15).aspx
23. Plan to Leverage New Functionality
Demystifying OneDrive for Business
http://www.metalogix.com/Blog/Blog-Article/14-08-06/Demystifying_OneDrive_for_Business.aspx
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25. Plan to Leverage New Functionality
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Your Files to Office 365. Simple. Fast.
Migrate Cloud Files to SharePoint Online & OneDrive for Business
http://www.metalogix.com/Products/Drive2Office365.aspx
27. 4 - Develop an Information Architecture (IA)
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Evaluate current business process
Consider existing site structures
Departmental/team
reorganization
Publishing requirements
Search/findability
Navigation
Content Growth
“Over half feel they would be 50% more
productive with enhanced workflow, search,
information reporting, and automated
document creation tools” 1
1 – The SharePoint Puzzle – adding the missing pieces, AIIM, 2012
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Getting Ready to Migrate
Strategy & Inventory
Updated Information
Architecture & New Features
Prepare - Reorganization?
Prepare - Migrate, archive,
or leave behind?
Prepare SharePoint for migration
www.metalogix.com/products/Content-Matrix.aspx & www.metalogix.com/products/ControlPoint.aspx
30. Upgrade v Migration – In Microsoft Terms
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UPGRADE: -The Physical
Transformation of a SharePoint
Content Database from one Schema
Version to the Successive Updated
Schema
MIGRATION: -The Physical Movement of
SharePoint Containers, Data and
Associated Attributes from one
SharePoint Farm to a new Farm
independent of SharePoint version
http://www.metalogix.com/Blog/Blog-Article/13-02-11/Yes_You_Can_Move_Straight_From_SharePoint_2007_to_SharePoint_2013.aspx
31. The Database Attach Upgrade
1. Farm Admin creates/configures new 2013 farm (no in-place upgrade for 2013)
2. 2010 DBs placed in read-only mode and copied to 2013 farm via SQL Server
3. Content DBs upgraded (but not site collections – remain in 2010 “mode”)
4. Service Application DBs upgraded
5. Site collections evaluated and upgraded by owners
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The Out of the
Box Approach
32. The Database Attach Upgrade – Issues?
1. Farm Admin creates/configures new 2013 farm (no in-place upgrade for 2013)
2. 2010 DBs placed in read-only mode and copied to 2013 farm via SQL Server
3. Content DBs upgraded (but not site collections – remain in 2010 “mode”)
4. Service Application DBs upgraded
5. Site collections evaluated and upgraded by owners
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The Out of the
Box Approach
What about SharePoint 2007 or 2003 or Office 365?
“Read Only” is not collaborative. How long can SharePoint be offline?
Lots of accidents waiting to happen? How long before something breaks?
Truly gradual? Change Management? SharePoint Sprawl? Future growth?
33. The OOTB – Where It Can Go Wrong
Potential Content Issues
Document Libraries with greater than 250,000 documents
• May fail therefore move to folders with 2000 documents in each
Remove excess versions of documents to increase speed
• Either Manually or Programmatically
Remove unused templates, features and web parts
• Stsadm commands to identify current use
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34. The OOTB – Where It Can Go Wrong
Potential Database Issues
Sites Collections & Databases larger than 100GB will be slow and may fail
•Split Across Multiple Databases
My Sites should be moved to their own Content DB
Remove duplicate or orphaned site collections
•These can cause the DB attach to fail
Site Collection Limit per Content DB has Changed
•Warning now at 2,000 with Limit at 5,000 (down from 15,000)
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35. The OOTB – Where It Can Go Wrong
General SQL Management & Performance
Issues
Upgrade Multiple Databases in Parallel
• Upgrading in Parallel can be slower than one at a time
Use Throttling
• Limit number of DB upgrades that happen at once
SQL Mirroring should be turned off
SQL Storage can grow up to 50% larger than Source DB size
•Must be recovered post upgrade
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37. Advantages of a Migration Tool
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Skip SharePoint versions e.g. 2007
straight to 2013
Site collection-specific vs. content DB
Reorganization, splitting sites & lists
taxonomy, permissions, content types
Re-template sites
Implement a customized migration or
upgrade strategy
Support for Workflow
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Closing thoughts:
• A migration is a great opportunity to reassess your
business requirements and “spring clean”
• The most successful migrations are those that pay close
attention to the end user experience throughout
• Put as much control into the hands of your end users as
possible. After all, they own the content
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Resources:
• Your SharePoint Path Forward: On Prem, Cloud, or Hybrid http://bit.ly/1or8ngE
• SharePoint 2013 Thresholds and Limits (TechNet) http://bit.ly/QC7mK1
• Free Migration Planning Tool www.metalogix.com/products/Migration-Expert.aspx
• Pre-migration Analysis & Preparation www.metalogix.com/products/ControlPoint.aspx
• Plan for SharePoint 2013 (TechNet) http://bit.ly/VTcuuY
• Demystifying OneDrive for Business http://bit.ly/1rCyYPR
• Migrate Cloud Files to SharePoint Online & OneDrive for Business (free tool)
http://www.metalogix.com/Products/Drive2Office365.aspx
• Yes, You Can Move Straight From SharePoint 2007 to SharePoint 2013 http://bit.ly/1lyyg3L
40. Thank You
Steve Marsh
Director of Product Marketing
stevem@metalogix.com
www.metalogix.com
@drstevemarsh
Christian Buckley
Chief Evangelist & SharePoint MVP
cbuck@metalogix.com
www.buckleyplanet.com
@buckleyplanet
By offering the attributes of public cloud (economics, scale, pace of innovation) with some of the privacy and control features associated with private cloud, VPCs are effectively addressing many of the objections that have held customers back from the cloud model.
According to IDC, an important factor driving growth in public IT cloud services spending is the expanding variety of cloud deployment options.
As these platforms mature, cloud services adoption will increase dramatically.
Virtual private cloud (VPC) offerings are shifting momentum from dedicated private cloud offerings toward public (shared/multi-tenant) cloud offerings.
Financial decisions about IT are being pushed down to business owners, rather than IT
This is new for many managers
Most businesses need something lightweight
Designed for their business, not collaboration overkill
Talk about customer who hired us to ‘Implement SharePoint because we own it thanks to our EA’
Get to the stakeholders, and work with them
Find company FY objectives that you can solve with SharePoint
Governance, Governance, Governance – reference Sue Hanley’s presentation – the Wild Wild West.
Archiving/retention – new compliance regulations? New security threats?
Imagine a spreadsheet that has the URL, name, owners, size, and count of sub sites. This information can be pulled from SQL Server and captured in a spreadsheet. This is a recommended best practice because the spreadsheet could then have additional information such as business purpose or customizations that are then filled out during a content audit.
Run a survey – how useful is your content? Can people find it? What do people want added?
Large pharma company that found that 20% of their content consisted of duplicates of existing content. Survey found that people found various versions of documents using Search, never sure which is most relevant
Imagine a spreadsheet that has the URL, name, owners, size, and count of sub sites. This information can be pulled from SQL Server and captured in a spreadsheet. This is a recommended best practice because the spreadsheet could then have additional information such as business purpose or customizations that are then filled out during a content audit.
Worldwide environmental foundation – Put social on their Intranet and fixed search – significantly increased adoption and value
International consulting firm – moving to SharePoint for first time,
issued iPhones and Android Tablets to entire workforce – wanted support from around the world - planned to go to O365.
Discovered on-premises was the answer, and 2013 was the only way they could support these devices.
Migration presents an ideal time to assess the current SharePoint’s information architecture and to determine what should change.
IA izncludes the combination of Content, Context, and users. For example, a user opens a main landing page. Does this user see the right content? Is it within the right context? Should this user see this content and in this context? Or should this user be receiving something else in terms of content and experience?
IA considers how information – i.e., content – is design to “flow” to a user but also how a user flows to content.
A good example is Amazon. If navigating to the Amazon