What You Need to Know Before Upgrading to SharePoint 2013


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Ready to join the SharePoint 2013 revolution but not sure what is involved? Are you in the middle of a migration that is behind schedule? This presentation walks you through general guidelines and common pitfalls to avoid so your transition to SharePoint 2013 will be successful.

Speaker Suzanne George discusses tips and tricks to ensure a successful SharePoint 2013 implementation and describe common mistakes that organizations make during the transition.

Whether you are in the middle of migrating to SharePoint 2013 or you are just thinking about implementation, this session will give you tools that will help you successfully deploy SharePoint within your organization.

Presenter Suzanne George, MCTS, is a Senior Technical Architect a Perficient. She has developed, administered, and architected website applications since 1995 and has worked with top 100 companies such as Netscape, AOL, Sun Microsystems, and Verio. Her experience includes custom applications and SharePoint integration with applications such as ESRI, Deltek Accounting Software, and SAP. Suzanne sits on the MSL IT Manager Advisory Council, was a contributing author for SharePoint 2010 Administrators and presents at SharePoint Saturdays around the country.

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What You Need to Know Before Upgrading to SharePoint 2013

  1. 1. What You Need to Know Before Upgradingto SharePoint 2013June 20, 2013
  2. 2. 2Perficient is a leading information technology consulting firm serving clientsthroughout North America.We help clients implement business-driven technology solutions that integratebusiness processes, improve worker productivity, increase customer loyalty and createa more agile enterprise to better respond to new business opportunities.About Perficient
  3. 3. 3• Founded in 1997• Public, NASDAQ: PRFT• 2012 revenue of $327 million• Major market locations throughout North America• Atlanta, Austin, Boston, Charlotte, Chicago, Cincinnati, Cleveland, Columbus,Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Minneapolis, NewOrleans, New York, Northern California, Philadelphia, Southern California, St.Louis, Toronto, and Washington, D.C.• Global delivery centers in China, Europe and India• ~2,000 colleagues• Dedicated solution practices• ~85% repeat business rate• Alliance partnerships with major technology vendors• Multiple vendor/industry technology and growth awardsPerficient Profile
  4. 4. 4Business Solutions• Business Intelligence• Business Process Management• Customer Experience and CRM• Enterprise Performance Management• Enterprise Resource Planning• Experience Design (XD)• Management ConsultingTechnology Solutions• Business Integration/SOA• Cloud Services• Commerce• Content Management• Custom Application Development• Education• Information Management• Mobile Platforms• Platform Integration• Portal & SocialOur Solutions Expertise
  5. 5. 5Our Microsoft Practice
  6. 6. SharePoint Expertise 160+ Professionals in the SharePoint practice area First Certified Master World-Wide (1 of 9 total), SP2010 Public websites delivered on SharePoint 2013: Three and countingo http://www.marshfieldclinic.org 500+ SharePoint projects 520,000+ hours of SharePoint experience 40,000 monthly blog hits Hired by Microsoft to Build SharePoint 2010 Demo for Technology DemoCenters Worldwide Early Access to Software and Training via Product Group Relationships Defined Competencies in Infra, Development, Design, and Strategy Strong Partnerships with NewsGator, Telligent, BrightWork, KnowledgeLake,Nintex, K2, AvePoint, and Metalogix6
  7. 7. IntroductionSuzanne George, MCTSSenior Technical Architect at Perficient• Developed, administered, and architected websiteapplications since 1995, working with top 100 companiessuch as Netscape, AOL, Sun Microsystems, and Verio• Experience includes custom applications and SharePointintegration with applications such as ESRI, DeltekAccounting Software, and SAP• Sits on the MSL IT Manager Advisory Council, acontributing author for SharePoint 2010 Administrators,and presents at SharePoint Saturdays around thecountry7
  8. 8. 8Poll
  9. 9. 9Poll
  10. 10. 10Poll
  11. 11. 11Poll
  12. 12. 12Poll
  13. 13. Our Focus for TodayWhySharePoint2013HowSharePoint2013DeploySharePoint201313
  14. 14. Tip!SharePoint can make agood process better anda bad process worse.14
  15. 15. Why? SharePoint 2013
  16. 16. SharePoint 2013 is Versatile16
  17. 17. SharePoint 2013 is Social17
  18. 18. SharePoint 2013 has OptionsOnlineOn PremisesHybrid18
  19. 19. SharePoint 2013 has Apps19
  20. 20. Tip!Do NOT upgrade basedupon Microsoft’s releaseschedule. Upgrades shouldbe driven by your businessstrategy.20
  21. 21. Some tips and guides to help youanswer the “why” question SharePoint maturity Size of the SharePoint ecosystem Governance Size of the organization Size of the rollout and adoption Anticipated growth SharePoint growth in the next two years Firms with no existing SharePoint Anticipated significant grown in size orfunctionalityPortalRecord & SearchCentersDepartment SitesProject/Team SitesPersonal MySites21
  22. 22. Design the SharePoint Farm• Version of SharePoint• Redundancy• HTTP/HTTPS• Features22
  23. 23. 23How? SharePoint 2013
  24. 24. Tip!With SharePoint, if you failto plan, you plan to fail.24
  25. 25. 25Migration CircleValidateImplementTestPlanPrepare
  26. 26. 26Migration CircleValidateImplementTestPreparePlanImplement
  27. 27. 27Migration CircleValidateImplementTestPrepareImplementPlan
  28. 28. 28Phase Resource Output1. Content Discovery ITContent Inventory: A list of all URLs and documentson source System2. Content Analysis ITBreakdown of source content types by look & feel /structure, mime-type, location etc.3. Source Content Review Content Owners List of pages to migrate / archive4. Content MappingContent Owners /InformationArchitectsMappings of source hierarchy to destinationhierarchy, and source content types to destinationcontent types5. Migration SolutionDecisionIT A decision on appropriate tools required.6. Migration LogicConstructionITRe-runable logic to script the migration of sourceweb content7. Migrated Content Review/ Approval In StagingContent Owners Approved content published to ProductionMigration Planning
  29. 29. 29Roadmap PlanningDefine the business roadmap. The key to minimize risks andsurprises is planning. In most cases the SharePoint upgrade isnot a “double-click” process.• Training, training, training!• Inventory your current system• Have a backup plan• Get a second line of defense• Understand the cost-benefit of upgrading
  30. 30. 30Costs Considerations• SharePoint 2013 licensing• Hardware upgrade needs• Development ToolsWhat are the costs of upgrading?Answer: It depends…• Custom web parts• Administration• Consultants• UAT / QA testingOften-forgotten costs
  31. 31. 31An Example RoadmapQ1 Q2 Q3 Q4RoadmapFoundation (Global Support)Migration (SharePoint 2013)• Functional Use Cases / Wireframes• Program Planning• Governance• Information Architecture• Taxonomy• Multilingual Architecture• Base Site Structure• Search• UX Branding• Training Plan• Organizational Plan• Communications Plan• Technical Architecture (Prod, QA, Dev)• Branding Standards• Development Standards• Security Model• DR, HA and Archive Architecture• User Acceptance Planning and Testing• Current State Content and Customization Analysis• Current State Security and Access Model• Current State Data Usage and Access Analysis• Usage Questionnaire Completion• Foundation Gap Analysis• Migration Plan• Migration Execution• Migration Acceptance Testing• Performance Testing• Go Live Planning and Support• User, Admin and Dev Training• User, Admin and Dev Doc’s• Production SupportValue Applications• Transaction Integration• Business Intelligence• BPM• Search Results• Personalization• Notes Applications• CRM• Extranet /Internet• RIA• MobileTransitionPlanning, Communication and Oversight
  32. 32. 32Form SharePointMigration Communications PlanWeek 1 Week 3 Week 5 Week 7 Week 9 Week 11 Week 12 Week 14 Week 16High-LevelApproachKey MilestonesKey CommunicationEventsContent Inventory & Analysis CompleteMigration Requirements Gathering /Input CompleteSource to TargetMapping CompleteExecution Phase - Migration Effort PreparationRequirements Phase - Raise Awareness, Communicate /Set Expectations,, Get Input/FeedbackE-mail Requirements Input Form, InstructionsResponse Time: 48 hoursProject Progress E-mailE-mail - Inform Site Owners1) Date/Time of Migration2) Option to migrate on own implications (archival, versions)3) 2 week clean-up period4) “Site Embargo” dateMigration CompleteConfirmation/Request for UATEmailFeedbackRequestE-mails / SupportUpcoming Deployment Announcement (Inform when sites will be ready, duration of source sites)UAT CompleteSupport & FeedbackDeployment Preparation -Production EnvironmentContent MigrationCompleteProject Intro E-mailDeployment - ProductionEnvironment& Sign-OffContent Refresh Complete & SiteEmbargoFollow-up Phone, Mail /Meeting (as needed)Final Notification/Follow-upUAT Support & Change RequestsSite Embargo E-mailSign-offs)Go Live Notification
  33. 33. 33SharePoint2013migrationtips, toolsand more
  34. 34. 34Migration CircleValidateImplement TestPreparePlanPrepare
  35. 35. 35Scan, map, classify, and organize applications and theircontent into new information architectureInventory Current System
  36. 36. 36Sample Content Inventory Tool
  37. 37. 37Issues do not disappear when you upgrade, make sure they areresolved (if possible) in your current environment.• Verify your existing SharePoint environment is up to date with patches• Check for broken links in existing sites• Review and identify all customizations – make sure you have the codeand/or installer for each!• Optimize your large lists• Optimize your content databases• Upgrade to 64 bit environment• Understand any/all UI changes and authentication methodsFix Current Issues/Challenges
  38. 38. 38Upgrade PhilosophySome ideas to help you during the upgradeprocess• Detect and Discuss issues early– Report critical issues early• Do NOT implement a solution which willlose data– Keep as much of your content and settingsas possible• Minimize downtime• Continue when possible• Be reentrant• Keep the administrator / architectinformed
  39. 39. 39Migration CircleValidateImplementTestPreparePlanPrepareTest
  40. 40. 40Practice makes perfect!• Perform a trial upgrade on a test farm• Perform a mini-UAT verification• Ensure your checklists are complete• Checklist itemsContent DatabasesService ApplicationsFarm/Web ApplicationFarm SettingsCustomizationsSecurityPerformanceEmailMigration Tips
  41. 41. Deploy SharePoint 2013
  42. 42. 42Migration CircleValidateTestPreparePlanPrepareTestImplementValidate
  43. 43. Build / Upgrade farms• Services farm• Content farmMinimize downtime• Use read only with fallbackenvironment• Build for upgrade parallelismDeploy customizations• Use solutions wheneverpossibleMonitor progress• Watch upgrade statusindicators• Ensure upgrade process is onscheduleAssessment• Review deployment• Review new feature requestsMaintenance• Administration• Development – Bug fixExecute Upgrade / Next Steps44
  44. 44. 44Path to successful upgrade/implementation• Understand and learn Why SharePoint 2013!• Build a business justification by How SharePoint 2013• Deploy SharePoint with confidence having going throughWhy and How exercises!Summary
  45. 45. 45SharePoint 2013Search & Socialhttp://bit.ly/10uTQsFConnect with Perficient