Build, Customize Or Buy? When Should We Use SharePoint, 3rd Party Products or Build Outside of SharePoint?
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Build, Customize Or Buy? When Should We Use SharePoint, 3rd Party Products or Build Outside of SharePoint?
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Build, Customize Or Buy? When Should We Use SharePoint, 3rd Party Products or Build Outside of SharePoint?
- 1. #BASPUG @RHarbridge @DavidPileggi #BASPUG @Rharbridge @DavidPileggi Presented By: Richard Harbridge & David Pileggi Build, Customize or Buy? When Should We Use SharePoint, 3rd Party Products or Build Outside of SharePoint?
- 2. #BASPUG @RHarbridge @DavidPileggi My Name Is Richard Harbridge…
- 3. #BASPUG @RHarbridge @DavidPileggi My Name Is David J Pileggi Jr…
- 6. #BASPUG @RHarbridge @DavidPileggi Our Goal Today… From Here To Here #BASPUG @Rharbridge @DavidPileggi Presented By: Richard Harbridge & David Pileggi
- 7. #BASPUG @RHarbridge @DavidPileggi What Will We Cover Today? • Build vs Buy – What’s The Right Answer? • Why Is this So Difficult With SharePoint? • How Do We Extend On Top Of SharePoint? • How Do We Buy 3rd Party Products? • Review Of Resources #BASPUG @Rharbridge @DavidPileggi Presented By: Richard Harbridge & David Pileggi
- 8. #BASPUG @RHarbridge @DavidPileggi Build vs Buy What’s The Right Answer?
- 9. #BASPUG @RHarbridge @DavidPileggi Image from: http://partners.varphone x.com/solutions/build-or- buy.php Most Content/Research Will Be Biased
- 10. #BASPUG @RHarbridge @DavidPileggi Pros & Cons To Build vs Buy Buy Pros Cons Often covers most of the requirements Less flexibility and control Vendor does enhancements/upgrades Dependence on vendor delivery Lower total cost of ownership Locked in on cost and interoperability Build Pros Cons Addresses your requirements best Dependent on internal expertise/effort Full control and flexibility Higher risk of poor documentation Control over costs No economies of scale, higher costs
- 11. #BASPUG @RHarbridge @DavidPileggi Risks To Build Vs Buy
- 12. #BASPUG @RHarbridge @DavidPileggi Example Capability Assessment Framework For Build vs Buy
- 13. #BASPUG @RHarbridge @DavidPileggi The Outcome There are risks in build vs buy that should be understood and re-evaluated constantly.
- 14. #BASPUG @RHarbridge @DavidPileggi What to watch out for… Each build vs buy decision should be evaluated even when it appears self-evident.
- 15. #BASPUG @RHarbridge @DavidPileggi Why Is This So Difficult With SharePoint?
- 16. #BASPUG @RHarbridge @DavidPileggi Map the needs of the organization to the right technology…
- 17. #BASPUG @RHarbridge @DavidPileggi This is important as Microsoft alone has quite a few… • Dynamics CRM • Dynamics ERP • Dynamics AX • Dynamics GP • Dynamics NAV • Dynamics SL Exchange Lync
- 18. #BASPUG @RHarbridge @DavidPileggi Even SharePoint has multiple options Online On Site Foundation Standard Enterprise Enterprise Standard 2010 2013 Foundation
- 19. #BASPUG @RHarbridge @DavidPileggi It’s Big Ecosystem… “Worldwide more than 700,000 developers work with SharePoint.” - SPC11 Keynote “Well over 4,000 partners in the SharePoint ecosystem.” - SPC11 Keynote “There are over 1,000 products since SP2003 – there are at least 1,000 new products in development now.” - SPC11 Keynote (From Memory)
- 20. #BASPUG @RHarbridge @DavidPileggi SharePoint is not a Silver Bullet… SharePoint is not a Silver Bullet at NothingButSharePoint.com
- 21. #BASPUG @RHarbridge @DavidPileggi SharePoint Is Part Of An Overall Enterprise Technology Plan
- 22. #BASPUG @RHarbridge @DavidPileggi The Outcome We have to understand what technology we have available & our needs.
- 23. #BASPUG @RHarbridge @DavidPileggi What to watch out for… We have to define our needs carefully if we want to pick the right technology.
- 24. #BASPUG @RHarbridge @DavidPileggi How Do We Extend/Build On SharePoint?
- 25. #BASPUG @RHarbridge @DavidPileggi How Do We Build On SharePoint? User Driven IT Driven Low Complexity Higher Complexity & Cost
- 26. #BASPUG @RHarbridge @DavidPileggi User Driven IT Driven Low Complexity Higher Complexity & Cost How Do We Build On SharePoint?
- 27. #BASPUG @RHarbridge @DavidPileggi The Main Point of Implementing SharePoint: SharePoint eventually allows Business Users to develop and implement business solutions that use technology without IT’s direct involvement. SharePoint and IT
- 28. #BASPUG @RHarbridge @DavidPileggi Users Build Apps
- 29. #BASPUG @RHarbridge @DavidPileggi User Driven IT Driven Low Complexity Higher Complexity & Cost How Do We Build On SharePoint?
- 30. #BASPUG @RHarbridge @DavidPileggi When I Say “SharePoint Integration” You Probably Think Of This... A Big Secondary Point For Implementing: SharePoint’s integration with technologies you already use and it’s extendibility are invaluable. SharePoint and IT Exchange Lync
- 31. #BASPUG @RHarbridge @DavidPileggi SQL vs SharePoint
- 32. #BASPUG @RHarbridge @DavidPileggi How Do We Build On SharePoint? User Driven IT Driven Low Complexity Higher Complexity & Cost
- 33. #BASPUG @RHarbridge @DavidPileggi The Outcome SharePoint is a platform that makes it easy to extend and leverage for business challenges.
- 34. #BASPUG @RHarbridge @DavidPileggi What to watch out for… Sometimes it can be easier to start simple with an extended solution to validate/identify needs.
- 35. #BASPUG @RHarbridge @DavidPileggi How Do We Buy Third Party Products
- 36. #BASPUG @RHarbridge @DavidPileggi How Do We Buy 3rd Party Products? Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 37. #BASPUG @RHarbridge @DavidPileggi Let’s Discuss Scenarios Migration Scenario Permission Scenario
- 38. #BASPUG @RHarbridge @DavidPileggi How Do We Buy 3rd Party Products? Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 39. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 40. #BASPUG @RHarbridge @DavidPileggi Scenario: Migrating To Office 365 Migration Process Preparation Assessment Migration Testing/ Validation Post Migration For Office 365 Migrations Analyze Existing Content (Location, Quantity, Solutions) Determine Migration Priority Create New Site(s) In Office 365 Validate Content Based On Content Map/Schedule Launch New Site (w/ Training) Assess Office 365 Environment Identify Source Content To Be Migrated Determine Ownership Of Content Clean Up Content/ Content Refresh Prepare Office 365 Environment Define Content Map Owner Review Of Content (Training Opportunity) Migrate Content Based On Map/ Schedule Define Migration Schedule Approved Delete Source Content That Has Been Migrated Set Source Content To Read Only Review Feedback Resolve Issues Plan Launch Efforts
- 41. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 42. #BASPUG @RHarbridge @DavidPileggi Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product Buying The Right Migration Tool…
- 43. #BASPUG @RHarbridge @DavidPileggi No Practical Option OOTB
- 44. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 45. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 46. #BASPUG @RHarbridge @DavidPileggi What Type Of Migration Tool Do We Need? •Often licensed by user. •Typically lower cost. •Requires manual ‘orchestration’ or management. •Doesn’t support scheduling, or scripting. Power User •Often licensed by time period or size of content being migrated. •Typically a scaled cost where larger migrations cost more. •Supports scheduling, or scripting. •Often includes comparison or reporting/assessments. IT Pro
- 47. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 48. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 49. #BASPUG @RHarbridge @DavidPileggi What Vendor Should We Use? • What version is the product? • How mature is the product? • How mature is the product’s supporting ecosystem and vendors? • How extensible and customizable is the product? • How user friendly and usable is the product? • How does the product handle exceptions? • For whom is the UI designed? • How difficult is it to manage and administer the product? • How do you update the product? • How complex is the installation and how complex are the dependencies? • Does it support automation? (Can you batch script or automate administrative tasks?) • Who else is using the tool? • What is their experience of the tool like? • Do they have similar needs? • Product Applicability (Based On Product Proof Of Concepts/Demonstrations) • Detailed Price Proposals (Including Estimates for Integration Costs, Support, and Training)
- 50. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 51. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 52. #BASPUG @RHarbridge @DavidPileggi How Do We Compare The Tools? What Questions Should We Ask? Key Migration Steps Administrators Users Identify Source Content To Be Migrated Clean Up! Delete Unnecessary Source Content & Versions Do You Know What Content Is Out There? Does Source Content Need To Move? User Driven Clean Up? Or Admin Driven Clean Up? Work With Users To Understand Content No Yes Clean Up! Delete Unnecessary Source Content & Versions Admin Driven Yes Index The Content & Define Appropriate Result Sources, Pages & Verticals No User Driven Determine Who Owns Content (Meaning It Can’t Be Indexed Instead) (Is The Folder Structure Important?) Tough Migration Decisions Whitepaper
- 53. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 54. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 55. #BASPUG @RHarbridge @DavidPileggi Let’s Discuss Scenarios Migration Scenario Permission Scenario
- 56. #BASPUG @RHarbridge @DavidPileggi How Do We Buy 3rd Party Products? Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 57. #BASPUG @RHarbridge @DavidPileggi How Do We Buy 3rd Party Products? Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 58. #BASPUG @RHarbridge @DavidPileggi Buying The Right Permissions Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 59. #BASPUG @RHarbridge @DavidPileggi Scenario: Permissions Support
- 60. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 61. #BASPUG @RHarbridge @DavidPileggi Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product Buying The Right Migration Tool…
- 62. #BASPUG @RHarbridge @DavidPileggi Not All Practical Capabilities OOTB
- 63. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 64. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 65. #BASPUG @RHarbridge @DavidPileggi What Permissions Tool Do We Use? • Often licensed by server or by user. • Typically lower cost. • Focused on end user driven interaction/scenarios. • Doesn’t support scheduling, or scripting. Power User • Often licensed in a bundle with Governance functionality. • Typically a higher cost based on additional functionality. • Often supports scheduling, or scripting. • Often includes comparison or reporting/assessments. IT Pro
- 66. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 67. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 68. #BASPUG @RHarbridge @DavidPileggi What Vendor Should We Use? • What version is the product? • How mature is the product? • How mature is the product’s supporting ecosystem and vendors? • How extensible and customizable is the product? • How user friendly and usable is the product? • How does the product handle exceptions? • For whom is the UI designed? • How difficult is it to manage and administer the product? • How do you update the product? • How complex is the installation and how complex are the dependencies? • Does it support automation? (Can you batch script or automate administrative tasks?) • Who else is using the tool? • What is their experience of the tool like? • Do they have similar needs? • Product Applicability (Based On Product Proof Of Concepts/Demonstrations) • Detailed Price Proposals (Including Estimates for Integration Costs, Support, and Training)
- 69. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 70. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 71. #BASPUG @RHarbridge @DavidPileggi How Do We Compare The Tools? What Questions Should We Ask? Needs Questions While a resource like the migration one doesn’t always exist for this (and many other purchase decisions) you should always ask questions that validate/clarify needs.
- 72. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 73. #BASPUG @RHarbridge @DavidPileggi Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? How Do We Compare? What Questions Should We Ask? Negotiate Awesome Discounts Purchase Product
- 74. #BASPUG @RHarbridge @DavidPileggi The Outcome With clear needs and the right questions you can select the right tool.
- 75. #BASPUG @RHarbridge @DavidPileggi What to watch out for… The hardest part of selecting the right third party tool is having the right questions.
- 76. #BASPUG @RHarbridge @DavidPileggi Review Of Resources
- 78. #BASPUG @RHarbridge @DavidPileggi Office Store (Apps for SharePoint)
- 79. #BASPUG @RHarbridge @DavidPileggi Analysts, Customers & Consultants
- 80. #BASPUG @RHarbridge @DavidPileggi Vendor Whitepapers/Content Many vendors are not always biased, and often even when biased highlight important decision criteria/questions.
- 81. #BASPUG @RHarbridge @DavidPileggi Migration Decisions Whitepaper http://info.portalsolutions.net/MigrationWhitepaper_WhitepaperDownload.html
- 82. #BASPUG @RHarbridge @DavidPileggi The Outcome You have a few resources to help you with your SharePoint build vs buy decisions.
- 83. #BASPUG @RHarbridge @DavidPileggi What to watch out for… You can find additional resources, but always be aware that often information is biased.
- 84. #BASPUG @RHarbridge @DavidPileggi What Did We Cover Today? • Build vs Buy – What’s The Right Answer? • Why Is this So Difficult With SharePoint? • How Do We Extend On Top Of SharePoint? • How Do We Buy 3rd Party Products? • Review Of Resources • Evaluate Your Options & Risks • Know What SharePoint Can/Should Do In Your Org • User Driven & IT Pro Driven, Iterate! • Ask The Right Questons Based On Your Needs • Some Resources Exist, But Be Aware Of Bias
- 85. #BASPUG @RHarbridge @DavidPileggi Questions? Ideas? Feedback? Contact us: Twitter: @RHarbridge @DavidPileggi Our Blogs: http://www.RHarbridge.com http://SharePoint.MindSharpBlogs.com/DaveP Email Us @: Richard@RHarbridge.com DPileggi@PortalSolutions.net Slides Available @: 90+ SharePoint Presentations at.. SlideShare.net/RHarbridge Thank You Organizers, Sponsors and You for Making this Possible.
Editor's Notes
- Decision 1: Do we use a migration tool or migration tooling to support the migration? First off this is the absolute easiest decision in the migration process. Unless you have very little content, and you absolutely don’t care about metadata (like originating author, or created date etc.) then you will use a migration tool at some point. The only ways to natively migrate at this point in time are via mapped network drives or the explorer interface. You may offset the migration tool costs if you are migrating from previous versions of SharePoint by using the supported Microsoft upgrade path, or you might offset costs on migrating content from another source system using lower cost methods, but you always use a tool to help in the migration process (trust me it’s worth it). If you are in an extremely unlucky scenario where there is no product offering that supports migration from your source system – then you will need to build migration tooling yourself.
- Decision 2: What migration tool(s) do we use? Here is the first difficult decision. It’s important to understand that there are many options available to you depending on the platform you are moving away from, and the platform you are moving to. Often it greatly helps to talk to an experienced expert, or someone who has performed similar migrations. (We actually often perform vendor evaluations and help our clients make these kinds of decisions). For a scenario like moving from a file share to SharePoint we have ‘power user’ migration tools available to us, and we have ‘IT professional’ migration tools available to us. Typically the power user tools are licensed by user and while they support migrating metadata and content from the file shares, they probably don’t support the ability to schedule, or create many paths/jobs for a larger migration. You may even use both for select cases, but often for simpler migration scenarios (or where it’s really being ‘orchestrated’ from one individual) you would leverage a lower cost power user migration tool, and when it’s more complex, distributed, and requires far more input and extensive planning/orchestration you would leverage the IT Professional migration tooling. Regardless of the tool used it always requires up front migration planning (source identification & target/destination identification). Power User Migration Tools * Often licensed by user. * Typically lower cost (if you only need one or two licenses – can easily be under $1000.00 for file share to SharePoint scenarios). * Requires manual ‘orchestration’ or management of the migration. o This means you have to designate the target and source often each time you use the tool. o Note that it still automates the actual migration of content and metadata etc. * Doesn’t support scheduling, scripting, or automated ‘orchestration’ or management of the migration. Examples of File Share to SharePoint Power User Migration Tool Vendors: * ShareGate * Metavis IT Professional Migration Tools * Often licensed by time period or size/number of content being migrated. * Typically a scaled cost where larger migrations cost more for the tooling, but at a tiered discount rate. * Supports scheduling, scripting, or automating ‘orchestration’ or management of a migration. * Often includes comparison or reporting/assessments that can accelerate the migration and validation process. Examples of File Share to SharePoint IT Professional Migration Tool Vendors: * AvePoint * Axceler * Idera * Metalogix * Metavis * Quest * Tzunami
- Evaluating Migration Tools And Vendors Additionally it is important to understand the vendor, their tool, and its capabilities. What follows are some simple starting questions that are important for evaluating any technology. * What version is the product? * How mature is the product? o How mature is the product’s supporting ecosystem and vendors? * How extensible and customizable is the product? * How user friendly and usable is the product? o How does the product handle exceptions? o For who is the UI designed? * How difficult is it to manage and administer the product? o How do you update the product? o How complex is the installation and how complex are the dependencies? o Does it support automation? (Can you batch script or automate administrative tasks?) * Who else is using the tool? o What is their experience of the tool like? o Do they have similar needs? * Product Applicability (Based On Product Proof Of Concepts/Demonstrations) * Detailed Price Proposals (Including Estimates for Integration Costs, Support, and Training) o These should also take into account existing investments within your organization.
- SharePoint Migration Vendor Questions What follows is a list of questions you might ask a Migration vendor when planning your SharePoint migration to determine what capabilities their product possesses. Copying SharePoint Content Questions * How does the SharePoint migration tool work when copying SharePoint content? o Does it allow users to copy content using the OOTB SharePoint interface? * Example: Via the SharePoint Ribbon? o Does it allow users to copy content through a custom interface? * Can users be trained and/or provided access to this interface? * What SharePoint content can the tool support copying? o Does the tool support copying one or more Lists? * Does the tool support copying content between Lists? * Does the tool support copying list views? o Does the tool support copying one or more Libraries? * Does the tool support copying content between Libraries? * Does the tool support copying library views? o Does the tool support copying items with attachments? o Does the tool support copying or including versions on list and library items? o Does the tool support copying document sets? o Does the tool support copying pages? * Does the tool support copying web part pages? * Does the tool support copying wiki pages? * Does the tool support copying publishing pages? o Does the tool support copying one or more Sites? * Does the tool support copying all site types? * Does it support copying Team Sites? * Does it support copying Publishing Sites? * Does it support copying Workspaces? * Does it support copying Blogs? * Does it support copying Wikis? o Does the tool support copying one or more Site Collections? o Does the tool support copying Site Collection gallery content? * Does the tool support copying page layouts? * Does the tool support copying MasterPages? * Does the tool support copying List Templates? * Does the tool support copying Site Templates? o Does the tool support copying the Style Library? o Does the tool support copying Site Content Types? o Does the tool support copying Site Columns? o Does the tool support copying document templates? o Does the tool support copying web parts? o Does the tool support copying the following fields? * Managed Metadata Fields * Hyperlink Fields * Choice Fields * Multi-Value Fields * Enterprise Keywords Field * Person or Group Fields * Date, Number, Currency, Text, Note, Checkbox Fields * Lookup Fields o Does the tool support copying of Permissions? * Does the tool support copying Permission Levels? * Does the tool support copying Groups? * Does the tool support copying inheritance settings? * Does the tool support copying unique Permissions? * At the document/item level? * At the folder/document set level? * At the list/library level? * At the site level? * At the site collection level? o Does the tool support copying Site Collection administrators? o Does the tool support copying/merging term store groups and term sets? o Does the tool support copying theme or look and feel settings? * From 2013 to 2013? What about other versions? o Does the tool support copying site settings/data? * Does the tool support copying site navigation? o Does the tool support copying InfoPath Forms? o Does the tool support copying InfoPath Form Content? (XML) o Does the tool support copying workflows? * Does the tool support copying OOTB (Out of the box) workflows? * Does the tool support copying SharePoint Designer workflows? * Does this include support for copying Reusable SharePoint Designer workflows? * Does the tool support copying SharePoint Designer objects? * Does the tool support copying DataFormWebparts? * Does the tool support copying custom actions? o Does the tool support copying Alerts? o Re-Structuring & Flexibility Questions * Does the tool allow for re-mapping or planned improvement on existing structure? o Does the tool allow for re-mapping of content types during a copy? o Does the tool allow for re-mapping of fields (columns) during a copy? o Does the tool support filtering content before copying or during the copy process? o Does the tool support mapping MS Office Properties to SharePoint fields? o Does the tool support removal of existing folder structure during copy? o Does the tool support mapping folder names to fields during a copy? o Does the tool support mapping a folder to a document set during a copy? o Does the tool allow for the creation of new field values when a field has “Allow Fill-In Choices” enabled? o Does the tool allow for automatic tagging of content during the copy? * Example: Based on a field value, document name, etc – assign XYZ value to field A. o Does the tool support conversion of field types? * Does the tool support converting a string field to a person or group field? * Does the tool support converting a string field or a choice field to a lookup field? * Does the tool support converting a string, choice, or lookup field to a Managed Metadata field? o Does the tool support re-mapping users and group accounts during the copy process? * Does the tool support the preservation of data? o Does the tool support the preservation of created and modified properties? o Does the tool support preserving managed metadata field values? o Does the tool support the preservation of lookup field values? o Does the tool support the preservation of approval status? * Does the tool offer important flexible options during the copy process? o Can the tool ignore required fields during the copy process? o Can the user override/specify the account used for created by/modified by values? o Can the tool fix links during the copy process? o Can the tool change publishing page layouts for multiple pages? o Can the tool support changing List Templates during the copy process? o Can the tool support changing Site Templates during the copy process? o Can the tool promote sites to their own Site Collections? o Can the tool bulk approve or reject SharePoint items? o Can the tool allow administrators to scan content based on regular expression criteria inside of files and file properties to scope the migration? o Can the tool combine and nest conditions/expressions in complex structures to support migration scoping or re-structuring effort? o Does the tool support incremental or delta copy of content? * What are the limitations of this support? Automation & Management Questions * Does the tool support executing operations using a script, command-line interface, or through PowerShell? * Does the tool support creating a template from a previous migration or a planned migration? o Does the tool support the creation of a field mapping template? * Does the tool support copying content by leveraging a CSV? o Can you copy lists/libraries using this method? o Can you copy sites using this method? o Does this copying using a CSV support multiple locations? o Can this CSV process support the tagging of items/documents * Does the tool generate logs for jobs/activities performed in a migration? * Does the tool keep a history of previous migrations? o Does this history record issues, warnings, errors, and successes? * Does the tool support re-processing or migration of failed content? * Does the tool allow for prioritization of certain migration activities/migration processing? * Does the tool have a secure way of storing credentials used for the migration activities? Pre-Migration Support Questions * Does the tool support the pre-migration process? o Does the tool provide pre-migration reporting? * Does this reporting identify potential issues with wide lists? * Does this reporting identify potential issues with large lists? * Does this reporting identify potential issues with customizations? * Does this reporting identify potential issues with large databases or site collections? * Does this reporting identify Content Types in use and available that may need to be migrated? * Does this reporting identify used site templates and list templates? * Does this include custom site templates/list templates created by your organization? * Does the tool provide permission, user, group, and permission level reporting? * Does the tool support scanning for content with broken permission inheritance? * Does the tool provide reporting on content in file shares? o Does the tool provide vocabulary, taxonomy or concept reporting? * Is this done in a way that can help improve the development of metadata, or develop the managed metadata store? * Can this reporting be leveraged to assign metadata upon migration? o Does the tool enable the detection of PII (Personally Identifiable Information), PHI (Protected Health Information), and other privacy data inside of files? Post Migration Support Questions * Does the tool provide a comparison report or comparison functionality? o Does this allow for the comparison of permissions between sites, lists, and items? * Does this allow for the comparison of sites in two seperate site collections? o Does this allow for the comparison of site collection, site, list, and folder contents? * Does this allow for the comparison of content types and columns from two site collections, sites, or lists? * Does this also allow for the comparison of column values (metadata)? o Does the tool allow for the comparison of term stores between two server farms? o Can you initiate a migration or copy/synch based on the results of a compare report? Technology Support Questions * What versions of SharePoint does the migration tool support? o Does the tool support SharePoint 2013? o Does the tool support SharePoint Online (Office 365)? o Does the tool support SharePoint 2010? o Does the tool support SharePoint 2007? o Does the tool support SharePoint 2003? * What editions of SharePoint does the migration tool support? o Does the tool support SharePoint Foundation? o Does the tool support SharePoint Standard? o Does the tool support SharePoint Enterprise? * Does the tool support interaction with File Systems? o Does the tool support uploading files from the File System? * Can the tool map NTFS properties to SharePoint fields? * Can the tool auto-fix illegal characters during upload? * Does the tool allow for customization of illegal character replacement? * Can the tool ignore required fields during upload? * Can the tool automatically tag content during upload based on conditions? * What are the conditions or tagging options available? * Can the tool convert folders to document sets during upload? o Does the tool support downloading files to the File System? * Does the tool support interaction with Email and Exchange data? o Does the tool support copying mailboxes and public folder data to SharePoint? * Does the tool support copying multiple mailboxes and public folders to SharePoint using a CSV? * Does the tool support copying Outlook PST Archives to SharePoint? * Does the tool support mapping Email and Public Folder Properties to SharePoint Fields? * Does the tool support copying Exchange Public Folder permissions to SharePoint? o Does the tool support copying 3rd Party Mailboxes (Gmail, Yahoo, etc) to SharePoint?
- Something like DeliverPoint from Lightning Tools is a good example of a power user driven tool. Where as management suites for Governance like Axceler’s Control Point or AvePoint’s Doc Ave tool are IT Pro driven tools.
- Nothing new here!
- A lot of this can seem daunting and I know one of the hardest things is figuring out how to do some of the things I have shown today. If you are interested in further training or assistance please let me know. Based on the number of people who are interested and the areas of interest we can schedule further training sessions to help everyone better use the SharePoint portal. It's our commitment to you that we will continue to hear your feedback and identify the issues. I encourage you to give us feedback during the coming months, and we will continue to deliver more and more functionality, more and more guidance to help you be successful with your application of SharePoint. Thank You for Reading/Listening