Top tips for a successful migration from file servers and SharePoint to Microsoft Teams
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This document provides tips for migrating from SharePoint and file servers to Microsoft Teams. It discusses baselining existing file shares, SharePoint sites, and other content sources. Planning considerations include records management, retention policies, digital asset management, and enterprise search. The document also covers moving user profiles and files to OneDrive, auto-mounting SharePoint libraries in Windows Explorer, maintaining version history, sharing capabilities, and security and data governance best practices like classification, labeling, encryption and access controls. It emphasizes that there is no single solution and recommends structured planning, communication, training and focus on user experience during the transition.
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Top tips for a successful migration from file servers and SharePoint to Microsoft Teams
- 1. Top tips for successfully migrating from SharePoint and File Servers to Microsoft Teams.
- 2. Alistair Pugin @alistairpugin Azure and Office MVP | Blogger | Podcaster | Speaker | Strategic Advisor 2 Guys and SharePoint Regarding 365 365 Unplugged Alistair has worked in various capacities in multiple verticals from retail – manufacturing to government, spanning 50 to 50000 users utilizing all aspects of pure Enterprise Information Management. His current position as an Office Apps and Services MVP in Johannesburg, South Africa, provides him with a mechanism to assist companies with designing their Microsoft productivity stack using “best of breed”, proven methodologies to foster innovation and growth through an ECM framework while incorporating a Knowledge Management strategy.
- 3. M365 - What’s Available Baselining Planning Final Thoughts How do you get stuff in?
- 4. The WHAT
- 5. Data is exploding across the digital estate Energy systems Supply chains Citizens Sensors Cloud Mobile devices On-premises Partners Customers Manufacturers Marketplaces Equipment Vehicles Smart cities
- 7. Baseline
- 8. 1.File Shares 2.Home Drives 3.SharePoint? 4.Legacy ECM Systems 5.Existing Apps
- 9. How?
- 12. Planning
- 13. Retention and Disposition Records Management ECM 1.0 Traditional Focus areas 1 2 Versioning, Audit Trails, Publishing Document Management
- 14. Rich media, streaming Digital Asset Management Web pages, wiki Web Content Management Ad-hoc routing, Workflow BPM 5 3 4 6 Scan, Index, Export Intelligent Capture
- 15. Think Google but with facets Enterprise Search 7 8 Forms processing and capture Electronic Forms
- 16. 70:20:10 Assess organizational behaviour Enterprise document store Allocate time-slot Collect information Create own simple apps. Video publishing Manage shift-work Corporate communications Live video broadcasting “How I organise myselfto be effective with my skills and experience” “Where we learn, grow, innovate and stay engaged” “Where we collaborate to deliveryinitiatives and outcomes aligned to the organisation’s strategic priorities.” Team:A group of individuals, with interdependent activities,that work together towards a common goal. Community:A group of individualswith a common interest or passion. • Active & visible sponsorship • Culture & behavioral change • Focus on employees, customers & shareholders • Open communications Social Centre of Excellence (CoE) News Organization Key Whiteboard Delve MyAnalytics Bookings PowerAutomate Forms Workplace Analytics Calendar PowerApps PowerBI Project Online Excel Exchange Teams OneDrive OneNote Outlook Planner PowerPoint Publisher SharePoint Stream Sway To Do Visio Word Yammer © Microsoft 2020
- 18. Sites Lists Spaces Files News Pages Apps Stream Yammer Microsoft Teams
- 19. OneDrive
- 20. 20 Backup
- 21. Move your users user profile
- 22. 22 AutoMount
- 24. Versioning
- 25. Version History
- 26. 26 Sharing
- 27. Sharing
- 28. 28 Explorer
- 29. Windows Explorer
- 30. 30 Security
- 31. Protect your sensitive data– wherever it travels. Secure identities, control access Identity & access management Discover and respond Information protection Manage risks Data governance Identify, collect and produce content Manage content lifecycle Enforce communication compliance policies, detect malicious content
- 32. Corporate Network Geo-location Microsoft Cloud App Security MacOS Android iOS Windows Windows Defender ATP Client apps Browser apps Google ID MSA Azure AD ADFS Require MFA Allow/block access Block legacy authentication Force password reset ****** Limited access Controls Employee & Partner Users and Roles Trusted & Compliant Devices Physical & Virtual Location Client apps & Auth Method Conditions Machine learning Policies Real time Evaluation Engine Session Risk 3 40TB Effective policy Zero Trust Architecture
- 33. Label Discover Classify Sensitivity Retention Data growing at exponential rate Encryption Restrict Access Watermark Header/Footer Retention Deletion Records Management Archiving Sensitive data discovery Data at risk Policy violations Policy recommendations Proactive alerts Information Protection & Governance Comprehensive policies to protect and govern your most important data – throughout its lifecycle Unified approach to discover, classify & label Automatically apply policy-based actions Proactive monitoring to identify risks Broad coverage across locations Apply label Unified approach Monitor
- 34. Final Thoughts
- 36. THERE IS NO SILVER BULLET
- 38. Resources • M365 Maturity Model - https://docs.microsoft.com/en-us/microsoft- 365/community/microsoft365-maturity-model--intro • M365 Community Docs - https://github.com/MicrosoftDocs/microsoft- 365-community • Use Cases example - https://www.envisionit.com/Documents/Webinar%202020-07- 29%20What%20is%20the%20Envision%20IT%20Microsoft%20365%20 Maturity%20Model.pdf
- 39. @alistairpugin
Editor's Notes
- This is the world that many of our customers are moving to in their digital transformation. And when it comes to being compliant in the intelligent cloud, intelligent edge era, we really have to consider what is our digital estate? How do we think about where our most sensitive data is? How do we protect it? How do we find what’s most relevant? This is a little bit different now than it was 5 or 10 years ago. IT organizations now find themselves responsible for finding and protecting data across a wide spectrum of devices and environments. For example, user-owned mobile devices that access corporate data. It also includes systems and devices that your partners and customers use to access your information. And any one of these situations can be a point of compliance risk for your overall estate. That changes the game when it comes to compliance: You can no longer draw perimeters around your organization. This is the challenge that we all struggle with in compliance. And it's a challenge we at Microsoft think that we can uniquely fix.
- THIS SLIDE HAS A BUILD To remove it: CTRL+A (select all) Animations None SharePoint sites are the building blocks of the modern intranet. You can create all of these experiences with SharePoint. And with the innovations we’ve brought to SharePoint over the last three years, you can build sites in minutes, not months, that are fast, beautiful, and natively mobile. [CLICK TO BUILD] For those of you that are newer to SharePoint, sites let you share files, news, and data in the form of lists. They let you tell stories and create solutions with web pages, and deliver apps that solve business problems. And last year we unveiled SharePoint spaces, which in 2019 will let anyone create immersive, mixed reality experiences. And SharePoint is integrated with and across Microsoft 365. In another session we cover integration with Microsoft Teams, so that shared content and solutions created with SharePoint can be delivered either on the intranet, in a browser, or right inside Teams. [CLICK TO BUILD] In this session, as we look at building employee experiences for your organization, we’ll see how SharePoint integrations with Yammer and Stream drive engagement and effective communication and learning.
- Expanded view of all the conditions that are taken into account for access and the controls that you have based on the risk. Our 40 TB of data from all the conditions, integrated EMS/M365 apps, and our security intelligence network are analyzed in real-time to determine the right policy. Example: If an ADFS user signs in on a Windows machine with Windows Defender ATP we can take into account the health of the account and the device, as well as their location and if they are on the corporate network and what type of app they are trying to access. If they are on the corporate network in their normal office then the data produces a low risk score. The effective policy is to all access to the app. If, however, the person was logging in from a location across the world (in a short amount of time – impossible travel) and/or the Windows Defender ATP finds that the machine has been infected, the access can be blocked. If the user login and device are healthy, but it was a location they haven’t signed in from before (on a trip or other computer) then the user could be prompted with MFA or have limited access to certain applications.
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