SharePoint migration is as much about taking the opportunity to reorganize as it is about upgrading the platform and software. This presentation outlines some best practices for transforming your SharePoint.

1. Don't Just Migrate – Transform Your SharePoint Environment Christian Buckley Axceler @buckleyplanet

3. Most recently at Microsoft

4. Microsoft Managed Services (now BPOS-Dedicated)

5. Advertising Operations, ad platform API program

6. Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration

7. Co-founded and sold a collaboration software company to Rational Software. Also co-authored 3 books on software configuration management and defect tracking for Rational and IBM

8. At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), managing deployment teams to onboard numerous high-tech manufacturing companies, including Hitachi, Matsushita, Seagate, Nortel, Sony, and Cisco

9. I live in a small town just east of Seattle, have a daughter in college and 3 boys at home, and I just celebrated my 20th wedding anniversaryMy background

10. Improving Collaboration for 16+ Years Mission: To enable enterprises to simplify, optimize, and secure their collaborative platforms Delivered award-winning administration and migration software since 1994 Over 2,000 global customers Dramatically improve the management of SharePoint Innovative products that improve security, scalability, reliability, “deployability” Making IT more effective and efficient and lower the total cost of ownership Focus on solving specific SharePoint problems (Administration & Migration) Coach enterprises on SharePoint best practices Give administrators the most innovative tools available Anticipate customers’ needs Deliver best of breed offerings Stay in lock step with SharePoint development and market trends Axceler overview

11. Why Migrate?

12. This is your technical migration, i.e. the physical move of content and “bits”

13. This is the bulk of your migration – the planning, reorganization, and transformation of your legacy SharePoint environment

14. Microsoft defines migration as three separate activities: The reality is that a single migration usually includes all three What is migration?

15. What is migration? Moving to the latest, greatest platform Transforming what you did with 2003/2007 to meet your organizational vision

16. Why migrations are difficult:

17. Managing a migration is kind of like cooking from a recipe

18. What is the right recipe for your SharePoint migration?

19. Recipe for Migration Transformation

20. 5 Ways to Burn Your Toast (or, avoiding the common pitfalls)

21. Rush through the process

22. Don’t identify all of your customizations

24. UI design

25. Web parts

26. Workflows

27. Line of business applications

28. 3rd party tools

29. Custom features

30. Site definitions

31. Field types

32. Custom SharePoint solutions

33. Any changes to the file system on your SharePoint servers

34. Pre-Upgrade Check provides some of the analysis

35. How many of those customizations are outside of the SharePoint framework?

37. Don’t test

38. Go in without a rollback plan

39. 9 Ingredients for a Gourmet Migration (or, the benefits of transformation)

40. Consolidated Content Types

41. It’s basically a definition of an artifact that can be stored in a SharePoint site. For example: A project document, including File type Date created Author Last modified It is part of a workflow, including Who needs to approve Date of approval It includes information management policies that Cannot be edited once approved

42. Cleaned Folder Structures

43. Refined Keyword Taxonomy

44. Standardized site structure and templates Which SharePoint 2010 Site Template is Right for Me? Todd Baginski, http://bit.ly/6ENap9

45. Sub-Site Templates Team Site Blank Site Document Workspace Blog Group Work Site Visio Process Repository Basic Meeting Workspace Blank Meeting Workspace Decision Meeting Workspace Social Meeting Workspace Multipage Meeting Workspace Assets Web Database Charitable Contributions Web Database Contacts Web Database Issues Web Database Projects Web Database Document Center Records Center Business Intelligence Center My Site Host Personalization Site Enterprise Search Center Basic Search Center FAST Search Center Enterprise Wiki Publishing Portal Publishing Site Publishing Site With Workflow

46. Consistent navigation

47. Simplified environment MOSS 2007 SPS 2003

48. Tightened permissions

49. Leverage new functionality Social tools Service applications Displacing custom code Document IDs Document sets

51. SharePoint 2010 offers many services OOTB Search Excel Services BCS Project Server Web Analytics Access Performance Point Visio Word Office Web Apps People These centrally managed services allow for greater control across the enterprise Have your cake and eat it through centrally managed services

54. Improved governance

55. 6 Keys to Reach Outside the Kitchen (or, things that most developers forget to do, but will make your project successful in the long run)

56. Build your environment with business solutions in mind What is the entire customer experience? Wait staff Hostess Ambiance Décor Reservation process Use cases Recognition that not everything requires a technical solution

57. Include your end users

59. Creation of as-is documentation

60. Prioritization of requirements for to-be environment

61. They know their content – let them drive

62. File share migrations, or organization

63. Taxonomy development

64. Metadata assignment

67. Number of sites

68. Number of site collections

69. Database size

70. Geographical needs of your organization (how many sites, what are their usage patterns)

72. Estimates on site creation

74. Topology

75. Performance requirements

76. Security requirements

77. Scalability

78. Disaster recovery

81. Cost

82. Time

83. Resources/People

84. Do you have a defined project methodology?

86. In Conclusion….. (or, the last section before the end of the presentation)

87. Remember, there is no such thing as a homogenous deployment

88. Your Feedback is Important Please fill out a session evaluation form drop it off at the conference registration desk. Thank you!

89. Christian Buckleycbuck@axceler.com+1 425-246-2823@buckleyPLANETwww.buckleyPLANET.com Additional Resources Enabling Social Media through Metadata http://slidesha.re/gdjoaz Managed Metadata in SharePoint 2010, Scott Singleton http://slidesha.re/hNPeAQ The Battle for Metadata in SharePoint 2010, Michal Pisarek http://bit.ly/g7vFWN Contact me