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Mastering SharePoint Migration Planning


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A walkthrough of the many different considerations while planning for your SharePoint migration.

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Mastering SharePoint Migration Planning

  1. 1. Christian Buckley,Director of Product Evangelism at Axceler• Microsoft MVP for SharePoint Server• Prior to Axceler, worked for Microsoft, part of the Microsoft Managed Services team (now Office365-Dedicated) and worked as a consultant in the areas of software, supply chain, grid technology, and collaboration• Co-founded and sold a software company to Rational Software. At E2open, helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), onboarding numerous high-tech manufacturing companies, including Hitachi, Matsushita, Cisco, and Seagate• Co-authored „Microsoft SharePoint 2010: Creating and Implementing Real-World Projects‟ link (MS Press, March 2012) and 3 books on software configuration management.• Twitter: @buckleyplanet Blog: Email:
  2. 2. Published 2012 by Microsoft PressOrder your copy at 10 common business problems withproven SharePoint solutions:• Set up a help desk solution to track service requests• Build a modest project management system• Design a scheduling system to manage resources• Create a site to support geographically dispersed teams• Implement a course registration system• Build a learning center with training classes and resources• Design a team blog platform to review content• Create a process to coordinate RFP responses• Set up a FAQ system to help users find answers quickly• Implement a cost-effective contact management system
  3. 3. Improving Collaboration since 2007Mission: To enable enterprises to simplify, optimize, andsecure their collaborative platforms Delivered award-winning administration and migration software since 1994, for SharePoint since 2007 Over 2,000 global customersDramatically improve the managementof SharePoint Innovative products that improve security, scalability, reliability, “deployability” Making IT more effective and efficient and lower the total cost of ownershipFocus on solving specific SharePointproblems (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
  4. 4. 10/13/2012 8
  5. 5. Despair.com10/13/2012 9
  6. 6. This is your technical migration, i.e. the physical move of content and “bits”Email Cell Twitter 425.246.2823 @buckleyplanet
  7. 7. This is the bulk of your migration – the planning, reorganization, a nd transformation of your legacy SharePoint environment10/13/2012 11
  8. 8. Move Migrate Upgrade• Use the procedures for • Use the procedures for • Use the procedures for moving a farm or migrating a farm or upgrading a farm or components when you components when you components when you are changing to are changing to a are changing to a different hardware. For different platform or different version of example, use these operating system. For Office SharePoint procedures if you example, use these Server 2007. move to computers procedures if you that have faster change from Microsoft processors or larger SQL Server 2005 to hard disks. SQL Server 2008.
  9. 9. Migrations Migrations Migrations are Migrations are are phased are iterative error prone not the end goal• How and what you • Your planning should • There is no “easy” • Proper planning and migrate should not be not be limited by the button for migration. change management determined by the number of migration You can run a dozen policies will help you to technology you use – it‟s attempts you make, or pre-migration checks be successful with your about matching the by the volume of and still run into current and future needs and timing of content being moved. A problems. Admins and migrations. The goals your content owners healthy migration end users do things that should be a stable and teams. A migration recognizes the need to are not “by the book.” environment, relevant should be test the waters, to move Customizations. Third metadata, discoverable flexible, moving sites sites, content and party tools. Line of content, and happy end and content based on customizations in business applications users. end user needs, not the waves, allowing users to that run under the radar. limitations of the test and provide technology. feedback.
  10. 10. Email Cell Twitter 425.246.2823 @buckleyplanet
  11. 11. Email Cell Twitter 425.246.2823 @buckleyplanet
  12. 12. Email Cell Twitter 425.246.2823 @buckleyplanet
  13. 13. Christian 425-246-2823@buckleyPLANETwww.buckleyPLANET.comand Order your copy at
  14. 14. Email Cell Twitter 425.246.2823 @buckleyplanet
  15. 15. 11 strategies you shouldconsider as part of yourmigration planning
  16. 16. Email Cell Twitter 425.246.2823 @buckleyplanet
  17. 17. • What works • What doesn‟t work• What are the organizational “must have” requirements • What are the “nice to have” features
  18. 18. The tendency is to jump to solutions before you understand the problemEmail Cell Twitter 425.246.2823 @buckleyplanet
  19. 19. Strategy #2:Conduct propercapacity planning10/13/2012 27
  20. 20. Strategy #3:Understand thecustomizations onyour source system10/13/2012 31
  21. 21. Joel Oleson, SharePoint 2010: Best Practices to Upgrade and Migrate
  22. 22. Strategy #3: Understand thecustomizations on your source system
  23. 23. Strategy #4: Understand the migration schedule10/13/2012 35
  24. 24. Strategy #5: Plan for the right10/13/2012 kind of migration 37
  25. 25. Strategy #6:Plan forfile shares 10/13/2012 39
  26. 26. • Move content, as-is, into SharePoint and clean up there• Clean and organize content first, then move to a new structure in SharePoint• Migrate content in waves, using the iterations to sort through and organize your content while in transit, moving some content as- is, reorganizing and transforming others
  27. 27. Strategy #7:Plan fortagging, metadata, and taxonomy10/13/2012 43
  28. 28. In Biology, taxonomy is the science dealing with the description, identification, naming, andclassification of organisms. “however, the term is now applied in a wider, more general sense and now may refer to a classification of things, as well as to the principles underlying such a classification.” “Metadata provides context for data. Metadata is used to facilitate the understanding, characteristics, and managementusage of data. The metadata required for effective data management varies with the type of data and context of use.”
  29. 29. Strategy #7: Plan for tagging, metadata, and taxonomyCommon Migraines• Ad-hoc content migration leads to junk in portal• Legacy content gets migrated slowly, if at all• Inconsistent taxonomy across farms and site collections• People author locally - multiplies problems globally• Authors don‟t apply metadata= “shotgun” approach to search OR Authors apply metadata without common classification = better search, but worse authoring experience• Portal lacks high fidelity search• User can‟t find the right content• As a result, poor portal adoption and low user satisfaction
  30. 30. Strategy #7: Plan for tagging, metadata, and taxonomy Managed Metadata Service Term Stores Improved Governance
  31. 31. • Map out your high level taxonomy (web apps, site collections) and schemas (Content Types)• Understand the as-is and to-be, and how it relates to your metadata• With Managed Metadata Service in 2010, it is critical that you set up a governance model to guide this process, or it will quickly get out of hand
  32. 32. Strategy #8:Understandcentrallymanaged anddecentralizedenvironments10/13/2012 48
  33. 33. CENTRALIZED DECENTRALIZED• PROS • PROS • Improves consistency • Requires no planning • Reduces metadata duplication • Requires little upfront effort • Easy to update • Works across site collections and • Easy to support and train on portals • Allows document-level • CONS DIP, Workflow, Information • Decreases consistency Policies, and document templates • Increases metadata duplication• CONS • Hard to update • Requires planning • Hard to support and train on • Requires upfront work • Only allows list-level • Hard to manage across site Workflow, Information Policies and collections and portals document templates • Difficult to reverse
  34. 34. Do we lock Do we down team deploy site creation? MySites? Do we implant microchips in their palms?Common Topics around Centralized / Decentralized
  35. 35. Strategy #9: Stage your platform for10/13/2012 migration 52
  36. 36. • Hardware / software• Network• Virtual environments• Hosting / datacenter• Downtime / end user impacts• Communication• Location of your teams• Backup/recovery
  37. 37. Strategy #10: Decide Strategywhere and when to where and when to involve usersinvolve users 10/13/2012 54
  38. 38. Strategy #11: Definewhat success looks like (probably not this) 10/13/2012 57
  39. 39. Words of Wisdom: Then again…
  40. 40.
  41. 41. Christian 425-246-2823@buckleyPLANETwww.buckleyPLANET.comand Order your copy at