SharePoint 2010and Content Migration              By Nadir Kamdar  IT Project Manager – SharePoint Konsult
Agenda•   Introduction•   The challenges with Migration into SharePoint•   Migrate Content using AIIM’s Best Practice•   3...
Introduction• Hello, my name is Nadir Kamdar  – ASP.NET developer for 9 years  – SharePoint architect for 4 years  – IT Pr...
SharePoint Konsult•   Specialist in SharePoint delivery and support•   A division of SMC Enterprise (Pty) Ltd•    SMC - Es...
Key SharePoint Offerings• ECRM Maturity Assessment• SharePoint Roadmap• Enterprise Content Management    (DMS, RMS, Social...
Our Customers Include:Public Sector                       Private Sector•   City of Cape Town               •   Old Mutual...
Our Partners           Access SharePoint Offline / Outlook Integration           • Sync SharePoint sites to laptop        ...
What is content?• Typically Microsoft Office and Adobe PDF files• Also includes email, images, audio and video• Not forget...
What is content migration?• Copying documents from source content store  to a new target content store• Content Migration ...
The challenges with Migration• There is no magic OOTB solution for file shares or  other ECM systems• Copy and Paste is no...
SharePoint Program via AIIMto the rescue
Why AIIM for Best Practice?• AIIM is the community that provides education,  research, and best practices to help organiza...
The AIIM SharePoint Course• The course objectives and content is defined and  reviewed by AIIM Education Advisory Groups i...
SharePoint Specialist• The SharePoint Specialist course covers global  best practices for implementing SharePoint  and com...
SharePoint Specialist modules
Content Migration – Doing it Right• It’s a separate project with proper staff and  management
When Planning …• Identify what content should be migrated and  content should be ignored• How much downtime can be tolerat...
Plan where content is going• Identify   –   Hardware and Software (know what features are available)   –   Architecture   ...
Decide how to handle …•   Duplicated content•   Inappropriate content•   Multiple versions of content•   Invalid metadata•...
Do a Proof of Concept• Migrate a small portion of content to  determine  – Potential risk  – Time required for processing ...
Pre-migration steps•   Creating custom elements•   Backing up databases•   Create new DNS name•   Clean up content with co...
Migration Phases• Use the ETL Process  – Extract  – Transformation  – Load• Define a Migration Strategy  – Big Bang, Incre...
Extract• The first part of an ETL process involves  extracting the data from the source systems• Content may come from dif...
Transform• Preparing the extracted content for loading• Activities include  – Structural  – Logical  – Metadata enrichment...
Load• The load phase loads the data into SharePoint• Avoid manual operations• Automated process should be robust and  effi...
Post-migration steps• Verify the following   –   Did everything move correctly?   –   Did all transformations occur?   –  ...
Change Management• Manage end-users expectations for new system• Allow time for administrator and end-user  training• Educ...
What about Upgrading?• Upgrade : Replacing your existing SharePoint with  a newer version• Approaches available   – In-Pla...
Issues with Upgrade•   Code in the GAC•   Language packs•   Web.config changes•   Features•   Custom web parts•   Branding...
3rd Party tools for migration• Due to complexity, many 3rd party tools are  available• AvePoint offers tools to migrate fr...
Why use 3rd party tools• Advantages  –   Easy to use user-interface  –   Granular selection of content  –   Graphical mapp...
Alternative to migration• Integration with SharePoint Search  – Indexing other data systems  – Not true integration, may n...
SharePoint Connector Products• AvePoint offers products to allow users to interact  with files from file systems via Share...
Migrate or Connect• Check value of legacy system• Maintenance costs verses Migration Cost     Maintenance Costs       Migr...
Reference• AvePoint – File Share Connector  – http://www.avepoint.com/sharepoint-    management-of-file-share-content/• Av...
Thank you• Twitter  – @NadirKamdar• Blog  – nadirkamdar.blogspot.com• E-mail  – nadir@sharepointkonsult.net• Company URL  ...
Share Point Sat Share Point 2010 And Content Migration
Upcoming SlideShare
Loading in …5
×

Share Point Sat Share Point 2010 And Content Migration

1,666 views
1,587 views

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,666
On SlideShare
0
From Embeds
0
Number of Embeds
348
Actions
Shares
0
Downloads
34
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Share Point Sat Share Point 2010 And Content Migration

  1. 1. SharePoint 2010and Content Migration By Nadir Kamdar IT Project Manager – SharePoint Konsult
  2. 2. Agenda• Introduction• The challenges with Migration into SharePoint• Migrate Content using AIIM’s Best Practice• 3rd party tools and migration• Alternatives to migration
  3. 3. Introduction• Hello, my name is Nadir Kamdar – ASP.NET developer for 9 years – SharePoint architect for 4 years – IT Project Manager for 4 years+ – Degree in Bachelor of Commerce (IS) via UCT – Diploma in IT Project Management via FTI – First Certified SharePoint Master via AIIM in Africa
  4. 4. SharePoint Konsult• Specialist in SharePoint delivery and support• A division of SMC Enterprise (Pty) Ltd• SMC - Established in 1999• Microsoft and SAP Partner status• BEE - AAA Level 1 Empowerdex Rated• Staff compliment of 60.• Operating from Cape Town (Head Office), Johannesburg, Durban and USA
  5. 5. Key SharePoint Offerings• ECRM Maturity Assessment• SharePoint Roadmap• Enterprise Content Management (DMS, RMS, Social Networking, Scanning & Imaging, BPM)• Internet, Intranet & Extranet implementations• User Interface/User Experience Services• SharePoint-SAP Integration• Change Management• SharePoint Management Services
  6. 6. Our Customers Include:Public Sector Private Sector• City of Cape Town • Old Mutual• City of Tshwane • Woolworths• PetroSA • Vodacom• TCTA • Pick n Pay• Services Seta • LabCorp (USA)• LG Seta • Saudi Aramco (Middle East)• Broadband Infraco • Pioneer Foods• PGWC • Foord Asset Management• W. Cape Provincial Parliament • Acsis• Parliament of the RSA • SharePoint Konsult• SAMSA • Luxottica/Sunglasses Hut• CTICC • E-TV
  7. 7. Our Partners Access SharePoint Offline / Outlook Integration • Sync SharePoint sites to laptop • Take document libraries offline SharePoint DRP Management • Data protection • SharePoint storage optimization • SharePoint integration and migration Ontolica Search • Advanced FAST like features without the cost • Full document preview in search results • Detailed search reports AIIM SharePoint Certification Program • Internationally recognized SharePoint training for Business Users
  8. 8. What is content?• Typically Microsoft Office and Adobe PDF files• Also includes email, images, audio and video• Not forgetting metadata, structure and access controls, business rules
  9. 9. What is content migration?• Copying documents from source content store to a new target content store• Content Migration ≠ Upgrade (talk about this later)• “Source Content Store” may include Legacy Content Repositories like File Shares, Public Folders, Documentum, Open Text, etc
  10. 10. The challenges with Migration• There is no magic OOTB solution for file shares or other ECM systems• Copy and Paste is not good enough – Source is not clean (Garbage in = Garbage out) – Content is not classified correctly – Metadata are not defined – Permissions are not defined – Content is not structured – SharePoint restrictions will prevent all files from migrating• Poor Content Migration = Poor ROI
  11. 11. SharePoint Program via AIIMto the rescue
  12. 12. Why AIIM for Best Practice?• AIIM is the community that provides education, research, and best practices to help organizations find, control, and optimize their information.• For over 60 years, AIIM has been the leading non- profit organization.• As a neutral and unbiased source of information, AIIM serves the needs of its members and the industry.• If SharePoint is the vehicle, than AIIM is the guidance system
  13. 13. The AIIM SharePoint Course• The course objectives and content is defined and reviewed by AIIM Education Advisory Groups in the US and Europe, and these Education Advisory Groups have subject matter experts from the following companies:
  14. 14. SharePoint Specialist• The SharePoint Specialist course covers global best practices for implementing SharePoint and complementary solutions, and it builds on the Practitioner track.• The course consist of 11 modules
  15. 15. SharePoint Specialist modules
  16. 16. Content Migration – Doing it Right• It’s a separate project with proper staff and management
  17. 17. When Planning …• Identify what content should be migrated and content should be ignored• How much downtime can be tolerated• Identify Content Owners and power users• Look at existing content inventory, security model, business logic, policies• Determine why we are migrating to SharePoint – What is SharePoint offering?
  18. 18. Plan where content is going• Identify – Hardware and Software (know what features are available) – Architecture – Site Hierarchy – Content Types (avoid “unclassified” content) – Security Model – Information Design – Records Management – Workflows – Metadata (if source don’t store it, where can you get it?)
  19. 19. Decide how to handle …• Duplicated content• Inappropriate content• Multiple versions of content• Invalid metadata• Obsolete content formats• Target systems restrictions (special characters)• Records (All content must be unchanged)
  20. 20. Do a Proof of Concept• Migrate a small portion of content to determine – Potential risk – Time required for processing – Storage required for processing
  21. 21. Pre-migration steps• Creating custom elements• Backing up databases• Create new DNS name• Clean up content with content owners
  22. 22. Migration Phases• Use the ETL Process – Extract – Transformation – Load• Define a Migration Strategy – Big Bang, Incremental, etc.
  23. 23. Extract• The first part of an ETL process involves extracting the data from the source systems• Content may come from different sources• Look at capabilities of source to determine if custom script of third party tools can be used• Extracted content are stored in a holding area for transformation
  24. 24. Transform• Preparing the extracted content for loading• Activities include – Structural – Logical – Metadata enrichment and mapping – Security Model – Content Format
  25. 25. Load• The load phase loads the data into SharePoint• Avoid manual operations• Automated process should be robust and efficient• For business continuity, perform after hours• Loading places great stress on target system
  26. 26. Post-migration steps• Verify the following – Did everything move correctly? – Did all transformations occur? – Is content classified correctly? – Is security applied correctly?• Run people and search crawls• Configure scheduled tasks (e.g. backup’s)• Execute exit strategy for original source
  27. 27. Change Management• Manage end-users expectations for new system• Allow time for administrator and end-user training• Educate your helpdesk with answers to : – Where’s my stuff now? – How do I … ? – Why can’t I … ?• Expect user feedback and plan for enhancements
  28. 28. What about Upgrading?• Upgrade : Replacing your existing SharePoint with a newer version• Approaches available – In-Place – Database attached – Hybrid approaches with read-only or detach database• Well documented by Microsoft• Tools like pre-upgrade checker is available
  29. 29. Issues with Upgrade• Code in the GAC• Language packs• Web.config changes• Features• Custom web parts• Branding• Templates• Must first upgrade from 32 bit to 64 bit SQL or OS• Must from upgrade from SP 2003 to SP 2007 to SP 2010
  30. 30. 3rd Party tools for migration• Due to complexity, many 3rd party tools are available• AvePoint offers tools to migrate from – SharePoint, LiveLink, Public Folders, Vignette, File Systems, Oracle/Stellent, Lotus Notes, Websites, eRoom, EMC Documentum
  31. 31. Why use 3rd party tools• Advantages – Easy to use user-interface – Granular selection of content – Graphical mapping of metadata – Automated scheduling and business continuity – reduce the risk and provide quicker turnaround• But … – 3rd party tools cannot do all the work for you, it’s a tool to help you (you cannot skip the planning phase) – Costs for purchasing additional software
  32. 32. Alternative to migration• Integration with SharePoint Search – Indexing other data systems – Not true integration, may need 3rd party search conn.• Connect (data in available “through” SharePoint) – Via BDC or BCS (Web Services, WCF, etc.) – EBS or RBS API (provides users access and interaction) – 3rd Party tools that that allow interaction to source data via SharePoint
  33. 33. SharePoint Connector Products• AvePoint offers products to allow users to interact with files from file systems via SharePoint• Content is stored on the network drive but has all the features of a SharePoint Document Library – Workflows, indexed for search, versioning, custom columns, views, etc.• Metadata is stored in SharePoint
  34. 34. Migrate or Connect• Check value of legacy system• Maintenance costs verses Migration Cost Maintenance Costs Migration Costs Hardware Migration Process Licensing and Support Tools Knowledge Training
  35. 35. Reference• AvePoint – File Share Connector – http://www.avepoint.com/sharepoint- management-of-file-share-content/• AvePoint – SharePoint Migration – http://www.avepoint.com/sharepoint- migration-tools/• AIIM – SharePoint Cert. Program – http://www.aiim.org/Training/SharePoi nt-Course
  36. 36. Thank you• Twitter – @NadirKamdar• Blog – nadirkamdar.blogspot.com• E-mail – nadir@sharepointkonsult.net• Company URL LinkedIn Profile – www.sharepointkonsult.net

×