Avoiding the Tylenol
9:10am - 10:00am, Room 606. NRG Park. Nov 5.
Odin H. Castillo
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!
“Generally speaking, a migration
will magnify problems, not solve
Migration => migraine
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
• Management has over 50 years of experience
implementing and managing enterprise solutions
• Know your
– Upgrade Path
Common Pre-Migration Problems
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.
If you didn’t have an adequate training program in
SP 2007/2010, you won’t have one in SP 2013
• End Users
• Power Users
• Content Managers
Redundant copies don’t vanish. Obsolete content
doesn’t become relative, and search continues to
“Those who cannot clean up the
past content are condemned to
Site organization transfers right over. Migration is a
great time to re-organize.
whether the farm needs room to grow (400GB site
collections, haven’t we learned by now?)
Know your upgrade path
Know your players
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
Communication & Sponsorship
“Know thy Enemy”
• 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
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
Know your architecture
• Every SharePoint migration is also a rollout
Know your tools and resources
• The Community
• Your SMEs
• Your Testers
• Review TechNet