Top 10 Best Practices to Migrating Data from On-premise to the Cloud
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Are you starting an on premise to cloud data migration project? Did you ever think about how much space you might need for your online platform or how to handle data that might be related to users who no longer exist? If these questions or any other concerns have been plaguing you about your migration project you'll want to check out this presentation and the accompanying recorded webinar: http://www.eweek.com/ebooks/188440710/96000/11280310/215687?domain=http://www.eweek.com&ft=assetform_ab1&qset=CONTEXT_STEP1&css=http://i.eindx.com/b2btechleadform/eweek/styles/style.css&mcss=http://i.eindx.com/b2btechleadform/eweek/styles/style_email.css
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Top 10 Best Practices to Migrating Data from On-premise to the Cloud
- 1. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft
- 2. @scribesoft Speakers Betsy Bilhorn VP, Product Management Betsy.bilhorn@scribesoft.com Michele Gilhouse Sr. CRM Consultant michele.gilhouse@powerobjects.com Michael Virnig Power Success Manager mike.virnig@powerobjects.com CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved.
- 3. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft • Customer data integration solutions since 1995 • Established global company • Cloud, premise, hybrid • Award-winning solutions • Scribe Online • Scribe Insight • 12,000 customers • 1,200 partners
- 4. Who is PowerObjects? • Professional Services Consulting Firm delivering Dynamics CRM solutions from start to go-live and support following • Microsoft Dynamics CRM Partner of the Year 2012 & 2013 • Gold Certified/ Inner Circle Microsoft Partner (Top 1%) • Office365 • 60+ Dynamics CRM-specific consultants/ developers • Twin Cities headquarters with regional offices • Key CRM implementation partner for Microsoft • Ensuring Dynamics CRM implementation success • PowerPack enhancements
- 5. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Set Up All the Users
- 6. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Upload Customizations
- 7. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Consider Sizing
- 8. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Consider Data
- 9. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Prepare for Limitations
- 10. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Consider Inactive Users
- 11. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Plan to Keep the Record GUIDs and use overwritecreatedondate
- 12. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Migrate Lookup Entities First, and then do Top Down
- 13. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Reducing Downtime
- 14. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Verify Your Migration
- 15. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft
- 16. CHECK OUT- SCRIBE ONLINE :: CLOUD, SAAS, & HYBRID DATA INTEGRATION Learn More with a Free Scribe Online Trial CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Download our latest eBook Live Long & Follow Us @scribesoft.com Email: sales@scribesoft.com
- 17. CONFIDENTIAL | © 2014 Scribe Software Corporation. All rights reserved. @scribesoft Thank you
Editor's Notes
- Make sure all active users have been created in CRM Online Organization. Ideal to match fullname value between systems for Scribe lookups. Create a temporary role that is a copy of the System Administrator Role and apply to all users. This will be deleted after the migration.
- Purchase enough space on the CRM Online subscription to store all of your migrated data along with room for growth.
- Decide what data will be migrated Do you need old activities? Do you need Inactive records? Is there a cutoff date that defines “old data” that will not be migrated?
- Prepare for limitations Items that cannot be migrated Modified On date time values Modified By user values User Options Saved Personal Views Team Membership Security Role Assignment Workflow in a Waiting State System Jobs System Logs
- If the user cannot be located in the CRM Online system, the value will be set to the user account that is running the migration or another user as defined by you.
- Keep the original GUID of records from your source system, this is needed for matching related records. While mapping each entity, use overwritecreatedondate field to keep original createdon value.
- Migrate any lookup entities first (ex: States) Migrate Accounts, Contacts, etc. Run Updates to populate fields to values for records that were not available (ex: Primary Contact)
- Migrate the bulk of your data while your users work OnPrem, then migrate the delta to get records that have changed or been added since the first migration.
- User Acceptance Testing Row Counts
- Seed Q: 1.Do I need to have a partner for this? 2.What are the best practices in deciding on what data to migrate? I know we hit on a cut-off date but what other factors should we look at? 3. Security in the cloud? Would a hybrid be the best choice especially for healthcare?
- It’s a quick e-book that highlights some of the challenges you may face with data migration and why some organizations know they need to migrate but are apprehensive to do so and how if they don’t start now it will affect internal stakeholders. The e-book hits on taking a careful & thoughtful approach to comprehensive Integration - it will result in a robust solution that will earn rapid user adoption & deliver extraordinary results