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Migration Migraines – Avoiding the Tylenol

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Presented at SharePoint TechFest Houston 2014. All rights reserved.

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Migration Migraines – Avoiding the Tylenol

  1. 1. Migration Migraines Avoiding the Tylenol 9:10am - 10:00am, Room 606. NRG Park. Nov 5. David Frette Moss Delight Odin H. Castillo LogicBound, Inc. 0
  2. 2. Welcome to SharePoint TechFest Thank you for being a part of the Houston SharePoint TechFest! • Please turn off all electronic devices or set them to vibrate. • If you must take a phone call, please do so in the lobby so as not to disturb others. • Thanks to our Sponsors! 1
  3. 3. Migration Migraine 2 (Expectation) (Reality)
  4. 4. “Generally speaking, a migration will magnify problems, not solve them” Migration => migraine 3
  5. 5. About Moss Delight Services • Houston-based organization • Provide Consulting and Solutions based on improving business processes and access to data through technology based process improvements • Industries served: Technology, Energy, Oil Field Services, Manufacturing, Investment Banking, Chemicals, Housing, Commodities Trading, Property Management, and Transportation • Management has over 50 years of experience implementing and managing enterprise solutions 4
  6. 6. 5 • Pre-Migration • Know your – Upgrade Path – Players – Content – Architecture Warm Up
  7. 7. Common Pre-Migration Problems Proficiency Training 6 Architecture Performance Content Topology Size
  8. 8. 7 If your users weren’t fluent in SP 2007/2010, they won’t be in SP 2013. While 2013 might be a little more intuitive (debatable at best), if users don’t understand SharePoint, the UI won’t make them get it. Proficiency
  9. 9. Training If you didn’t have an adequate training program in SP 2007/2010, you won’t have one in SP 2013 8 • End Users • Power Users • Content Managers • Administrators – Farm – Site • Developers
  10. 10. Performance New hardware doesn’t solve software issues (but it doesn’t hurt) • Servers • SQL Cluster • Load Balancers 9
  11. 11. Content Redundant copies don’t vanish. Obsolete content doesn’t become relative, and search continues to remain cluttered. “Those who cannot clean up the past content are condemned to migrate it” 10
  12. 12. Topology Site organization transfers right over. Migration is a great time to re-organize. 11
  13. 13. Size whether the farm needs room to grow (400GB site collections, haven’t we learned by now?) 12
  14. 14. Know your upgrade path 13 Solutions and customizations Service Applications Content 3rd Party products What’s deprecated InfoPath Forms
  15. 15. Know your players 14 Advisory Board Steering Committee Business Sponsor
  16. 16. Assembling your Agents 15
  17. 17. Seek Help  SharePoint skills are gained through doing – get someone with experience  Be careful that 5 years of experience means 5 years, not 1 year X 5 Be careful of so called SharePoint ‘experts’ An All-in-one SharePoint person is a fallacy 16
  18. 18. Communication & Sponsorship 17
  19. 19. Communication & Sponsorship “Know thy Enemy” 18 • Be clear that – Change is coming (Broadcast & Narrowcast) – Who and How are they going to be affected? – You “will” need volunteers … it takes a village • Have a plan and have it approved – Chart the course – Get it approved at the highest level • Let’s be honest, You’re going to make mistakes & learn along the way
  20. 20. Know your content 19 • Audit your sites
  21. 21. It’s not just data that is being migrated • Well, yes Data, but what is it made of – Versions, Metadata, Structure, Permissions, ∞! – Will it migrate • Don’t forget the system(s) – Taxonomy (Site Map, Containers) – Security (Permission Levels, Identities) – Functionality and features – Business Processes and custom development 20
  22. 22. Know your architecture • Every SharePoint migration is also a rollout 21
  23. 23. Know your tools and resources 22 • PowerShell • The Community • Your SMEs • Your Testers • Review TechNet

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