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Upgrade webcast avoid the mess id


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Upgrade from SharePoint 2007 to 2010

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Upgrade webcast avoid the mess id

  1. 1. 2007 to 2010 SharePoint Migration<br />Don’t Upgrade Your SharePoint Mess!<br />Joshua Haebets<br />Principal Consultant, Evolve Information Services<br />
  2. 2. About Me<br />Principal SharePoint Consultant / Solutions Architect<br />Been working with SharePoint since 2006<br />Been working with 2010 for 11 months<br />Driven by helping address business problems with SharePoint<br />
  3. 3. Introduction<br />Audience<br />Administrators<br />Consultants<br />System architects<br />Project managers<br />Team leaders<br />Goals<br />Learn about new SharePoint 2010 features<br />How to get the most out of your migration efforts<br />
  4. 4. Why jump to SharePoint 2010?<br />Take advantage of the new features and capabilities<br />Administration<br />BCS<br />Search<br />Content authoring<br />Social features<br />Browser support / compliance<br />Leverage SharePoint for the first time<br />Keep up with the latest, greatest version<br />Infrastructure<br />
  5. 5. How do you work? <br />Browse<br />Using navigation (IA is key)<br />Filter what you see<br />Drill in on libraries and lists<br />Search<br />Results are key<br />Search scopes<br />Refiners<br />
  6. 6. 2010 - Browsing<br />Find-ability<br />Metadata Navigation Hierarchies<br />Metadata key filters<br />Term Stores and Managed Metadata<br />Filtering<br />Grouping<br />Tagging<br />
  7. 7. 2010 - Searching<br />Search<br />Full text search<br />Wildcard search<br />Refiners / Faceted search<br />
  8. 8. Metadata<br />Metadata is data about data<br />Content consumption depends on metadata<br />Metadata is the foundation of all information retrieval <br />Metadata involves<br />Definition - which metadata is important<br />Structure – relationship between metadata and sets of values<br />Administration – configuration, management and control<br />Authoring – provide values for your content<br />
  9. 9. Managed Metadata <br />Create terms<br />Manage who can change terms<br />Alert on changes<br />Enforce use<br />Tagging<br />Available to everyone<br />Use common terms<br />Not restricted to SharePoint content<br />
  10. 10. Metadata Navigation Hierarchies<br />
  11. 11. Filtering<br />
  12. 12. Metadata Key Filters<br />
  13. 13. Term Stores and Managed Metadata<br />
  14. 14. List View Group By Navigation<br />
  15. 15. Search Refinement Panel<br />
  16. 16. Wildcard Search<br />Ego Search<br />
  17. 17. OOB SharePoint Upgrade Options<br />In Place Upgrade<br />Pros<br />Farm-wide settings are preserved and upgraded<br />Content is preserved <br />Customization will be (may be) upgraded<br />Cons<br />SQL Server and O/S must be 64 bit<br />Whole system has to be offline<br />Junk in  Junk Out<br />BEWARE<br />Database Upgrade<br />Pros<br />Can do multiple database upgrades concurrently<br />Original system can be left online (read-only)<br />No 64/32 bit issues<br />Can gradually upgrade site collections (using URL redirection)<br />Cons<br />Farm-wide settings are not preserved or upgraded<br />Customization will not be upgraded<br />Junk in  Junk Out<br />
  18. 18. Other Upgrade Options<br />Migration<br />Pros<br />Opportunity to organize and cleanse<br />No 64/32 bit issues<br />Source system can be left on line (migrate at your own pace)<br />Majority of your farm-wide settings can be preserved<br />Cons<br />Additional hardware required<br />Takes longer<br />Migrating to Hosted<br />Pros<br />Opportunity to organize and cleanse<br />No hardware requirements <br />Source system can be left on line (migrate at your own pace)<br />Cons<br />Takes longer<br />Lose control<br />Security<br />
  19. 19. SharePoint 2010 Migration Steps<br />Planning / Architecting<br />Implementation<br />Data Migration<br />User Training (remember visual upgrade)<br />Support<br />
  20. 20. Don’t upgrade your mess!<br />Take advantage of the new platform<br />Cleanse your content<br />Re-organize migrated content<br />Put it in the right location<br />Tag/Classify It<br />Re-use the data already collected in the old system – possibly in a new way<br />
  21. 21. Introduce and apply data retention policies<br />Do you need all your old content?<br />Should it be left in the old system?<br />Should you move it to the new SharePoint?<br />Should some content be backed up and deleted?<br />Should it just be scrapped?<br />Archive old content to other systems<br />Remember the file share problems?<br />
  22. 22. Design site hierarchies and lists<br />Place content in the appropriate location<br />Factors that guide the design<br />Search   You can make each site have unique search settings. For example, you can specify that a particular site never appears in search results.<br />Templates   You can make each site have a unique template<br />Security   You can define unique user groups and permissions for each site. <br />Content types   You can make each site have unique content types and site columns.<br />Workflows   You can make each site have unique workflows.<br />Site layouts   You can make unique layouts or master pages available<br />Navigation <br />Web pages   You can make each site have aunique welcome page and other pages.<br />Themes   You can change colors and fonts on a site.. <br />Language/Regional Setting<br />
  23. 23. Design Term Stores and Term Sets<br />Design for reuse in many lists by many users<br />Assign owners<br />Create generic managed metadata fields<br />Analyze whether your old fields (choice, lookup, check-boxes and radio-buttons) should be converted to this new format<br />
  24. 24. Define Columns and Content Types<br />Create reusable columns<br />Create reusable content types<br />Rebase existing content types<br />Assign content types to lists<br />Apply best practices and standards<br />Enforce corporate policies<br />
  25. 25. Design Content Types Hubs<br />Reuse content types between site collections and web applications<br />Decide which content types will be reused<br />Decide where content types will be managed<br />Promote reusable content types in to the hub<br />
  26. 26. During Migration…<br />Define values for fields to support content access and navigation tasks in SP 2010<br />Preserve existing field values<br />Is your folder hierarchy actually metadata? You may consider making it metadata<br />Map values from the existing fields and lookup lists to the newly designed taxonomy managed metadata fields<br />
  27. 27. Conclusions<br />There are good reasons to upgrade to SP2010<br />Map out your existing environment<br />Site collections<br />Webs<br />Lists<br />Content Types<br />Upgrade is the perfect time to clean things up<br />
  28. 28. Questions<br />Email:<br />Linkedin:<br />Slides:<br />