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@davidfrette
#sptechfest
MIGRATION CONCENTRATE
1
• Local to Houston
From Iowa
via Chicago
• Actuary turned
.NET Developer turned
SharePoint Developer
• 20 Years of Devel...
2
• Houston-based organization
• We provide Consulting, Solutions, and Development
• Microsoft Stack
About Moss Delight
3
• Technology
• Energy, Oil and Gas
• Chemicals, Plastics, Manufacturing
• Medical
• Investment Banking, Commodities Trad...
4
SUCCESSFUL MIGRATIONS
Are more about the PROCESS
than about the TECHNOLOGY
5
AGENDA
Planning
Testing
Pre-GoLive, GoLive, and Post-GoLive
ProTips
6
PRO TIPS
7
PRO TIPS
• Script as much as possible
• Use Excel to create numerous little scripts and
watch them, don’t walk away
• Ex...
8
PRO TIPS
Step 1 - Build multiple scripts
Scripting Tips
9
PRO TIPS
Step 2 – Balance the Scripts
Scripting Tips
10
PRO TIPS
Step 3 – Balance the Scripts Better
Scripting Tips
11
PRO TIPS
Use Excel to Generate Scripts
12
PRO TIPS
Use Excel to Generate Scripts with PROD, QA, TEST
13
PRO TIPS
• Keep multiple sets of scripts
• I prefer TFS over SharePoint
• Pipe the output to files
• Separate out the G...
14
PRO TIPS
Add hardware
• SP servers to run scripts
Minimize Downtime
15
PRO TIPS
Add hardware
• Keeping SQL Busy means Keeping SQL Beefy
• SQL RAM is necessary for serving content
• SQL CPU i...
16
PRO TIPS
Pre-Migrate Sites that can afford downtime
• Split them into new databases if necessary
• Remember, content is...
17
PRO TIPS
• Minimize dependency time
– Ask SQL DBAs to script their work if they don’t already
– Have separate teams wor...
18
PRO TIPS
• Pick the right dates
– You depend on support of others
– Keep key resources dedicated to your project
Minimi...
19
PRO TIPS
• Remember to put these tasks in Pre-Go Live
– Deploy Solutions
– Build web applications
– Configure authentic...
20
PRO TIPS
• Remember to put these tasks in Pre-Go Live
– Test authentication and access (update hosts file on
test PCs)
...
21
PRO TIPS
• Remember to put these tasks in Pre-Go Live
– Build non-upgradeable service applications
– Build upgrade serv...
22
PRO TIPS
• Remember to put these tasks in Post-Go Live
• Keep them from running during rollout
– Timer Jobs
– Start Sea...
23
PRO TIPS
• Use a Migration Tool for specific sites
– Isolate these to separate databases
– Consider migrating them afte...
24
PRO TIPS
• Create separate migration paths for InfoPath
Forms and/or custom applications
– IE, migrate the Time Entry S...
25
PRO TIPS
• Limit your scope
– Phase new features in Releases
– Create Releases in your governance plan
Minimize Downtime
26
PRO TIPS
• WYPFIWYG
• Make decisions quicker
• Use an experienced PM
• Get Executive Buy In
– Don’t get caught in power...
27
PRO TIPS
• Greater tolerance for errors, possibly lost content
• Place more ownness on the users
– Specifically Site Ow...
28
PRO TIPS
• Consultants have an advantage beyond
experience
• We have a proprietary stock of documents,
worksheets, proj...
29
Click to edit Master title style
PRE- GO LIVE!
30
PRE- GO LIVE > The Plan
• Review your architecture
• Review your Go Live plan
–PPP P PPP
– Verify the technical require...
31
PRE- GO LIVE > The Technology
• Verify your service account passwords are correct!
• Ensure your crawlers and indexers ...
32
PRE- GO LIVE > Example Steps
33
Click to edit Master title style
GO LIVE!
34
GO LIVE > Task List
• Do you have a task list?
– Work thru every issue and move as many as possible
from GoLive to Pre-...
35
GO LIVE > Sample Task List
36
Click to edit Master title style
TESTING
37
How to avoid the migration
migraines in 3 easy steps.
Step 1 – Test
Step 2 - Test
Step 3 - Test
38
TESTING > Test, Test, Test
• Test your 3rd party solutions
• Test your custom code
• Test your workflows
• Test your cu...
39
TESTING > Test, Test, Test
• Test your environment rights
– SQL Rights
– Server Rights
– Service Account Rights
– UPS A...
40
TESTING > Test, Test, Test
• Test your Service Applications
– User Profile Service
• Profiles
• Synchronization Process...
41
TESTING > Test, Test, Test
• Test your browsers
– Does drag and drop work with all browsers
– Does the grid view work
–...
42
TESTING > Test, Test, Test
• Test your clients
– Do your files open in the client?
– Do your files open in the browser ...
43
TESTING > Test, Test, Test
• Test your migrated content
– Are webparts working (Content Editor?)
– Are the views workin...
44
TESTING > Claims Authentication
• Move-SPUser
• Find the ones that don’t move over. Remove
them.
45
TESTING > Some Issues
46
TESTING > Refine your plan
• Try to follow your plan as best as possible.
• Note the changes and determine if you need ...
47
Click to edit Master title style
PLANNING
48
PLANNING > Know your scope
• SharePoint migration is not just an upgrade
• It’s a new platform
• It’s a rollout
• It’s ...
49
PLANNING > Know your architecture
• Every SP migration contains a new build, with new
features, and new configurations
...
50
• 1 – to – 1
• 1 – to – Many
• Many – to – 1
• Many – to – Many
• On Premise – to – Cloud
• Something – to – Hybrid
• S...
51
PLANNING > Review your governance plans
• Who are the business owners / project sponsors?
• Who are the decision makers...
52
PLANNING > Contact your site owners
• Let people know change is coming.
• Get people on board
– Give people something t...
53
PLANNING > Know your message
• Remember, users are not moved or migrated
– Sites are migrated.
– Might be phased. Might...
54
PLANNING > Review your growth plans
• Check the sizes of your site collections
• Check your database FILES!
– Ask DBAs ...
55
PLANNING > Review your Topology
Site organization transfers right over.
Migration is a great time to re-organize.
It’s ...
56
PLANNING > Review your Content
• Redundant copies don’t vanish.
• Obsolete content doesn’t become relative. Nor
does it...
57
PLANNING > CLEANUP
Those who fail to clean up the past
are condemned to migrate it.
58
PLANNING > Purge Sites
59
PLANNING > IMPLEMENTATION LIST
• Do you have an implementation task list?
– Use Excel =)
• Maintain this list from star...
60
PLANNING > IMPLEMENTATION LIST
• Work thru every item and move as many as
possible from GoLive to Pre-GoLive
• Limit Yo...
61
PLANNING > Upgrade Process
General Process:
• Build Farm
• Migrate Databases
• Create Web Applications
• Customizations...
62
PLANNING > Upgrade Process
If Production is specially hardened, follow this process
DEV TEST
QA QA UAT PROD
63
PLANNING > Know Your Upgrade Path
Solutions and
customizations
Service
Applications
Content
3rd Party
products
What’s
d...
64
PLANNING > What’s Deprecated
Document
Workspace
Meeting
Workspace
Personalization
Site
Tweak to Excel
Services
Web Anal...
65
PLANNING > Upgrade Service Applications
Managed
Metadata service
application
PerformancePoint
Services service
applicat...
66
PLANNING > Decisions
• Are we forcing people to new UI?
• Are we purging old sites?
• Are we migrating MySites that pro...
67
D a v i d F r e t t e
dfrette@mossdelight.com
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Migration Concentrate

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Migration Concentrate

  1. 1. 0 @davidfrette #sptechfest MIGRATION CONCENTRATE
  2. 2. 1 • Local to Houston From Iowa via Chicago • Actuary turned .NET Developer turned SharePoint Developer • 20 Years of Developing Solutions About Me
  3. 3. 2 • Houston-based organization • We provide Consulting, Solutions, and Development • Microsoft Stack About Moss Delight
  4. 4. 3 • Technology • Energy, Oil and Gas • Chemicals, Plastics, Manufacturing • Medical • Investment Banking, Commodities Trading • Housing, Property Management, Transportation Industries
  5. 5. 4 SUCCESSFUL MIGRATIONS Are more about the PROCESS than about the TECHNOLOGY
  6. 6. 5 AGENDA Planning Testing Pre-GoLive, GoLive, and Post-GoLive ProTips
  7. 7. 6 PRO TIPS
  8. 8. 7 PRO TIPS • Script as much as possible • Use Excel to create numerous little scripts and watch them, don’t walk away • Execute scripts simultaneously – Upgrade databases – Upgrade site collections’ schemas Minimizing Downtime
  9. 9. 8 PRO TIPS Step 1 - Build multiple scripts Scripting Tips
  10. 10. 9 PRO TIPS Step 2 – Balance the Scripts Scripting Tips
  11. 11. 10 PRO TIPS Step 3 – Balance the Scripts Better Scripting Tips
  12. 12. 11 PRO TIPS Use Excel to Generate Scripts
  13. 13. 12 PRO TIPS Use Excel to Generate Scripts with PROD, QA, TEST
  14. 14. 13 PRO TIPS • Keep multiple sets of scripts • I prefer TFS over SharePoint • Pipe the output to files • Separate out the Go Live scripts! – Practice them in DEV and QA Script Tips
  15. 15. 14 PRO TIPS Add hardware • SP servers to run scripts Minimize Downtime
  16. 16. 15 PRO TIPS Add hardware • Keeping SQL Busy means Keeping SQL Beefy • SQL RAM is necessary for serving content • SQL CPU is necessary for upgrading the content Minimize Downtime
  17. 17. 16 PRO TIPS Pre-Migrate Sites that can afford downtime • Split them into new databases if necessary • Remember, content is upgraded by DB Minimize Downtime
  18. 18. 17 PRO TIPS • Minimize dependency time – Ask SQL DBAs to script their work if they don’t already – Have separate teams working at the same time • Reconfigure Load Balancing as soon as SP goes off-line Minimize Downtime
  19. 19. 18 PRO TIPS • Pick the right dates – You depend on support of others – Keep key resources dedicated to your project Minimize Downtime
  20. 20. 19 PRO TIPS • Remember to put these tasks in Pre-Go Live – Deploy Solutions – Build web applications – Configure authentication – Set policies – Service Application Associations – Create the AAMs Minimize Downtime
  21. 21. 20 PRO TIPS • Remember to put these tasks in Pre-Go Live – Test authentication and access (update hosts file on test PCs) • Create a site collection • Take an existing SQL Backup, upgrade it, and test authentication and access Minimize Downtime
  22. 22. 21 PRO TIPS • Remember to put these tasks in Pre-Go Live – Build non-upgradeable service applications – Build upgrade service applications that aren’t subject to change, ie, SecureStore Minimize Downtime
  23. 23. 22 PRO TIPS • Remember to put these tasks in Post-Go Live • Keep them from running during rollout – Timer Jobs – Start Search – Start UPS Sync Minimize Downtime
  24. 24. 23 PRO TIPS • Use a Migration Tool for specific sites – Isolate these to separate databases – Consider migrating them after Go Live • Migrate them from 2010 to 2010 before Go Live Minimize Downtime
  25. 25. 24 PRO TIPS • Create separate migration paths for InfoPath Forms and/or custom applications – IE, migrate the Time Entry System at a later date Minimize Downtime
  26. 26. 25 PRO TIPS • Limit your scope – Phase new features in Releases – Create Releases in your governance plan Minimize Downtime
  27. 27. 26 PRO TIPS • WYPFIWYG • Make decisions quicker • Use an experienced PM • Get Executive Buy In – Don’t get caught in power wars – “We’ve never configured SQL this way” – “We’ve never given people this permission” Minimize Cost
  28. 28. 27 PRO TIPS • Greater tolerance for errors, possibly lost content • Place more ownness on the users – Specifically Site Owners or Site Administrators – And QA Testers Minimize Cost
  29. 29. 28 PRO TIPS • Consultants have an advantage beyond experience • We have a proprietary stock of documents, worksheets, project plans, scripts, OneNotes, etc. that we start out with. Consultants
  30. 30. 29 Click to edit Master title style PRE- GO LIVE!
  31. 31. 30 PRE- GO LIVE > The Plan • Review your architecture • Review your Go Live plan –PPP P PPP – Verify the technical requirements of each step • Remember to include Change Orders in Project Plan • Review Change Order Schedule • Review Ticketing System Schedule
  32. 32. 31 PRE- GO LIVE > The Technology • Verify your service account passwords are correct! • Ensure your crawlers and indexers are turned off! • Check those database growth sizes! – Set the initial files size close to the original’s. – Set the growth to something reasonable, say 500MB.
  33. 33. 32 PRE- GO LIVE > Example Steps
  34. 34. 33 Click to edit Master title style GO LIVE!
  35. 35. 34 GO LIVE > Task List • Do you have a task list? – Work thru every issue and move as many as possible from GoLive to Pre-GoLive – Limit Your Risk – Minimize Downtime
  36. 36. 35 GO LIVE > Sample Task List
  37. 37. 36 Click to edit Master title style TESTING
  38. 38. 37 How to avoid the migration migraines in 3 easy steps. Step 1 – Test Step 2 - Test Step 3 - Test
  39. 39. 38 TESTING > Test, Test, Test • Test your 3rd party solutions • Test your custom code • Test your workflows • Test your custom forms • Test your migration software • Test your plan • Test your timing • Test your skills – Seriously…. If you don’t know PowerShell by now…
  40. 40. 39 TESTING > Test, Test, Test • Test your environment rights – SQL Rights – Server Rights – Service Account Rights – UPS Account Rights! Arrrrgh!!
  41. 41. 40 TESTING > Test, Test, Test • Test your Service Applications – User Profile Service • Profiles • Synchronization Process – Managed Metadata • Term Stores, Groups, Term Sets, Terms • Keywords • Content is tied to the right terms – Others, too • They don’t contain content
  42. 42. 41 TESTING > Test, Test, Test • Test your browsers – Does drag and drop work with all browsers – Does the grid view work – Can you use tablets and mobile devices – Does the VPN work
  43. 43. 42 TESTING > Test, Test, Test • Test your clients – Do your files open in the client? – Do your files open in the browser when needed?
  44. 44. 43 TESTING > Test, Test, Test • Test your migrated content – Are webparts working (Content Editor?) – Are the views working? – If conflicts with site owners arise, refer back to the QA site
  45. 45. 44 TESTING > Claims Authentication • Move-SPUser • Find the ones that don’t move over. Remove them.
  46. 46. 45 TESTING > Some Issues
  47. 47. 46 TESTING > Refine your plan • Try to follow your plan as best as possible. • Note the changes and determine if you need to change the plan in QA.
  48. 48. 47 Click to edit Master title style PLANNING
  49. 49. 48 PLANNING > Know your scope • SharePoint migration is not just an upgrade • It’s a new platform • It’s a rollout • It’s a mess of decisions
  50. 50. 49 PLANNING > Know your architecture • Every SP migration contains a new build, with new features, and new configurations • Architecture is more than hardware • Configuration is critical to performance, security, and stability.
  51. 51. 50 • 1 – to – 1 • 1 – to – Many • Many – to – 1 • Many – to – Many • On Premise – to – Cloud • Something – to – Hybrid • Something – to – Something PLANNING > Farms
  52. 52. 51 PLANNING > Review your governance plans • Who are the business owners / project sponsors? • Who are the decision makers? • What processes need to be updated? • Ask these questions now. Don’t let someone surprise you.
  53. 53. 52 PLANNING > Contact your site owners • Let people know change is coming. • Get people on board – Give people something to look forward to • Require each one to sign off on QA. No exceptions. – Document the approval, then set the site to Read- Only • Ask Site Owners to clean up some of their sites
  54. 54. 53 PLANNING > Know your message • Remember, users are not moved or migrated – Sites are migrated. – Might be phased. Might be all at once.
  55. 55. 54 PLANNING > Review your growth plans • Check the sizes of your site collections • Check your database FILES! – Ask DBAs to shrink those log files – Check those database names while you’re in there! • Review your Site Topology
  56. 56. 55 PLANNING > Review your Topology Site organization transfers right over. Migration is a great time to re-organize. It’s time to split up sites and change URLs.
  57. 57. 56 PLANNING > Review your Content • Redundant copies don’t vanish. • Obsolete content doesn’t become relative. Nor does it become valuable. • Search doesn’t unclutter itself. • Don’t waste valuable time on unused InfoPath Forms or obsolete solutions or obsolete third- party products. • Check deprecations on technet.
  58. 58. 57 PLANNING > CLEANUP Those who fail to clean up the past are condemned to migrate it.
  59. 59. 58 PLANNING > Purge Sites
  60. 60. 59 PLANNING > IMPLEMENTATION LIST • Do you have an implementation task list? – Use Excel =) • Maintain this list from start to finish • As you build Test, keep everything documented • As you build QA, refer to the Test list • As you plan for Go Live, use QA list
  61. 61. 60 PLANNING > IMPLEMENTATION LIST • Work thru every item and move as many as possible from GoLive to Pre-GoLive • Limit Your Risk • Minimize Downtime
  62. 62. 61 PLANNING > Upgrade Process General Process: • Build Farm • Migrate Databases • Create Web Applications • Customizations • Upgrade Content Databases • Upgrade Site Collections But this isn’t a real process.
  63. 63. 62 PLANNING > Upgrade Process If Production is specially hardened, follow this process DEV TEST QA QA UAT PROD
  64. 64. 63 PLANNING > Know Your Upgrade Path Solutions and customizations Service Applications Content 3rd Party products What’s deprecated InfoPath Forms
  65. 65. 64 PLANNING > What’s Deprecated Document Workspace Meeting Workspace Personalization Site Tweak to Excel Services Web Analytics service Foundation Search Some FAST connectors have been replaced A few others
  66. 66. 65 PLANNING > Upgrade Service Applications Managed Metadata service application PerformancePoint Services service application Secure Store Service application User Profile service application Search service application, maybe
  67. 67. 66 PLANNING > Decisions • Are we forcing people to new UI? • Are we purging old sites? • Are we migrating MySites that probably should have been purged by cleanup? • Are we migrating sites with near-deprecated site templates? • Sites with deprecated templates obviously won’t migrate. • Can we rebuild Search or is upgrade required? • Will custom applications be 15 or 14?
  68. 68. 67 D a v i d F r e t t e dfrette@mossdelight.com

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