SharePoint Migration:A Phased, Iterative, and Error-Prone Process<br />Christian Buckley<br />Axceler<br />cbuck@axceler.c...
Christian Buckley, Director of Product Evangelism at Axceler<br /><ul><li>Most recently at Microsoft
Microsoft Managed Services (now BPOS-Dedicated)
Advertising Operations, ad platform API program
Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on...
Co-founded and sold a collaboration software company to Rational Software. Also co-authored 3 books on software configurat...
At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Mana...
Improving Collaboration for 16+ Years<br />Mission: To enable enterprises to simplify, optimize, and secure their collabor...
This is your technical migration, i.e. the physical move of content and “bits”<br />
This is the bulk of your migration – the planning, reorganization, and transformation of your legacy SharePoint environmen...
Moving to the latest, greatest platform<br />What is migration?<br />Transforming what you did with 2003/2007 to meet your...
Why migrations are difficult:<br />
The Planning Layer<br />The Business Layer<br />The Discovery Layer<br />The Physical Layer<br />The Information Layer<br ...
1. The Planning Layer<br />
Use your established project methodology<br />Establish a change management structure<br />Develop a communication plan<br...
2. The Business     Layer<br />
Understand the business scope and audience<br />Identify stakeholders<br />Get sign-off<br />Develop use cases<br />Estima...
3. The Discovery     Layer<br />
Understand what is out there, what to do with it<br />File shares<br />Older SharePoint versions<br />Other ECM platforms<...
4. The Physical Layer<br />
Map out existing hardware, other systems<br />Upgrade hardware<br />Latest service packs<br />PreUpgradeCheck<br />Exceed ...
5. The Information Layer<br />
Organize the information architecture<br />Clean up content types<br />Understand navigation<br />Organize metadata<br />P...
Top level portal<br />Tier 1 site collections based on business units or product areas<br />Tier 2 sites that follow speci...
6. The    Transformation    Layer<br />
Clean up, prep for upgrade/migration<br />Move file shares<br />Move from other ECM platforms<br />Convert files<br />Adap...
7. The Governance Layer<br />
Clarify or establish policies<br />Identify ownership, at each level<br />Clearly define roles and responsibilities<br />O...
8. The Productivity Layer<br />
It’s about ongoing refinement of the platform<br />Business productivity solutions to extend the capability of SharePoint<...
9. The Presentation Layer<br />
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SharePoint Migration: A Phased, Iterative, and Error-Prone Process

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An analysis of the several layers/aspects of a SharePoint migration, helping Admins to plan more holistically for their move.

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SharePoint Migration: A Phased, Iterative, and Error-Prone Process

  1. 1. SharePoint Migration:A Phased, Iterative, and Error-Prone Process<br />Christian Buckley<br />Axceler<br />cbuck@axceler.com @buckleyplanet<br />
  2. 2. Christian Buckley, Director of Product Evangelism at Axceler<br /><ul><li>Most recently at Microsoft
  3. 3. Microsoft Managed Services (now BPOS-Dedicated)
  4. 4. Advertising Operations, ad platform API program
  5. 5. Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration
  6. 6. 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
  7. 7. 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</li></ul>My background<br />
  8. 8. Improving Collaboration for 16+ Years<br />Mission: To enable enterprises to simplify, optimize, and secure their collaborative platforms<br />Delivered award-winning administration and migration software since 1994<br />Over 2,000 global customers<br />Dramatically improve the management of SharePoint<br />Innovative products that improve security, scalability, reliability, “deployability”<br />Making IT more effective and efficient and lower the total cost of ownership<br />Focus on solving specific SharePoint problems (Administration & Migration)<br />Coach enterprises on SharePoint best practices<br />Give administrators the most innovative tools available<br />Anticipate customers’ needs<br />Deliver best of breed offerings<br />Stay in lock step with SharePoint development and market trends<br />Axceler overview<br />
  9. 9. This is your technical migration, i.e. the physical move of content and “bits”<br />
  10. 10. This is the bulk of your migration – the planning, reorganization, and transformation of your legacy SharePoint environment<br />
  11. 11. Moving to the latest, greatest platform<br />What is migration?<br />Transforming what you did with 2003/2007 to meet your organizational vision<br />
  12. 12. Why migrations are difficult:<br />
  13. 13. The Planning Layer<br />The Business Layer<br />The Discovery Layer<br />The Physical Layer<br />The Information Layer<br />The Transformation Layer<br />The Governance Layer<br />The Productivity Layer<br />The Presentation Layer<br />The Training Layer<br />
  14. 14. 1. The Planning Layer<br />
  15. 15. Use your established project methodology<br />Establish a change management structure<br />Develop a communication plan<br />Involve end users early<br />Let them know what’s happening with their data<br />Let them see test migrations<br />Let them know when their data has been migrated<br />Understand your audience and topology<br />Intranet<br />Extranet<br />Internet <br />
  16. 16. 2. The Business Layer<br />
  17. 17.
  18. 18. Understand the business scope and audience<br />Identify stakeholders<br />Get sign-off<br />Develop use cases<br />Estimate future growth<br />
  19. 19. 3. The Discovery Layer<br />
  20. 20. Understand what is out there, what to do with it<br />File shares<br />Older SharePoint versions<br />Other ECM platforms<br />Business processes and new tools that will drive new content into SharePoint<br />Conduct an overall health check<br />Usage / Activity<br />Permissions<br />Storage<br />Audit<br />Performance<br />
  21. 21. 4. The Physical Layer<br />
  22. 22. Map out existing hardware, other systems<br />Upgrade hardware<br />Latest service packs<br />PreUpgradeCheck<br />Exceed the recommended hardware minimums<br />Develop plans for<br />Backup<br />Disaster recovery<br />Business continuity<br />Anti-virus and maintenance plans<br />Prepare system for migration<br />
  23. 23. 5. The Information Layer<br />
  24. 24. Organize the information architecture<br />Clean up content types<br />Understand navigation<br />Organize metadata<br />Prepare for Managed Metadata<br />Optimize for search<br />
  25. 25. Top level portal<br />Tier 1 site collections based on business units or product areas<br />Tier 2 sites that follow specific structure<br />
  26. 26. 6. The Transformation Layer<br />
  27. 27. Clean up, prep for upgrade/migration<br />Move file shares<br />Move from other ECM platforms<br />Convert files<br />Adapt or change business processes<br />Upgrade 3rd party tools<br />Move, update, rebuild or remove customizations<br />
  28. 28. 7. The Governance Layer<br />
  29. 29. Clarify or establish policies<br />Identify ownership, at each level<br />Clearly define roles and responsibilities<br />Outline ongoing processes<br />Build in checks and balances<br />
  30. 30. 8. The Productivity Layer<br />
  31. 31. It’s about ongoing refinement of the platform<br />Business productivity solutions to extend the capability of SharePoint<br />Workflows<br />Templates<br />InfoPath forms<br />Record management plans<br />3rdparty tools<br />
  32. 32. 9. The Presentation Layer<br />
  33. 33. Functionality first, then<br />Refine the look and feel<br />
  34. 34. 10. The Training Layer<br />
  35. 35. Understand end user needs<br />New to SharePoint<br />New business productivity solutions<br />Self-serve materials<br />Provide regular updates / refresher courses<br />
  36. 36. Applied<br />Example of an iterative migration<br />Stand up 2010 platform<br />Review activity logs for target site collection<br />Establish plan on what is to be moved based on requirements<br />Review existing taxonomy, map to new taxonomy<br />Communicate with existing administrators, incorporate feedback<br />Provision the sites<br />Import the content<br />Apply site settings, themes, navigation<br />Apply groups / roles, permissions<br />Apply workflows and any customizations<br />Notify administrators and user of new sites<br />Take in feedback, review, iterate<br />
  37. 37. Contact me<br />Christian Buckleycbuck@axceler.com+1 425-246-2823@buckleyPLANETbuckleyPLANET.com<br />Additional Resources available<br />11 Strategic Considerations for SharePoint Migrations http://bit.ly/j4Vuln<br />The Insider’s Guide to Upgrading to SharePoint 2010 http://bit.ly/mIpOBZ<br />What to Look for in a SharePoint Management Tool http://bit.ly/l26ida<br />The Five Secrets to Controlling Your SharePoint Environment http://bit.ly/kzdTjZ<br />ReadyPoint (free) http://bit.ly/gGXIPO<br />Davinci Migrator http://bit.ly/ieZ5L8<br />echo for SharePoint 2007 http://bit.ly/iwfl3f<br />

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