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5 Things to Know for Migrating to 
SharePoint 2013, OneDrive for Business, 
or SharePoint Online 
Steve Marsh, Director of Product Marketing 
Christian Buckley, Chief Evangelist 
1
Steve Marsh 
Director of Product Marketing 
stevem@metalogix.com 
www.metalogix.com 
@drstevemarsh 
Christian Buckley 
Chief Evangelist & SharePoint MVP 
cbuck@metalogix.com 
www.buckleyplanet.com 
@buckleyplanet
At Metalogix, our Continuing Mission 
is to improve the use and performance 
of Enterprise Content to power 
knowledge sharing and collaboration. 
14,000+ customer license shipped 
Fastest Growing and Largest ISV. 
Complete & Best-of-Breed SharePoint 
Infrastructure Management Suite 
We are committed to your 
Success with SharePoint 
3
Topics we’ll cover today: 
• What is driving SharePoint toward the cloud? 
• What is your cloud strategy for SharePoint? 
• Five considerations as you develop your strategy 
4 
• Best practices for migration
What is your cloud strategy? 
5
6
7 
Advantages 
• A professionally managed data center with 24x7 support and 
advanced network security and intrusion detection. 
• Separation of identity and content for externally-facing 
workloads vs. on-premise internal-facing environments. 
• Rapid provisioning with little or no upfront costs for hardware 
and software. 
• On-demand scale-out to meet variable capacity demands.
How successful you are with your cloud decisions will be intrinsically 
tied to end user adoption and, ultimately, business alignment 
8
9 
SharePoint Growth 
& Evolution 
SharePoint Releases 
Metadata 
Content
How are you planning your 
move to SharePoint Online? 
10
On Premises Cloud 
11 
1. Migration
2. User-driven (osmosis) 
On Premises Cloud 
12
13 
3. Phased 
On Premises Cloud
4. Hybrid transition 
On Premises Cloud 
14 
AD 
Azure 
ADFS AD
Five things you should 
consider before making 
the move: 
15
1 – Collaboration & Content Strategy 
16
Collaboration and Content Strategy 
17 
Has anything changed? 
Does my SharePoint Farm represent 
my current organization strategy? 
Acquisitions? 
Leadership changes? 
Departmental reorganizations? 
Lack of strategic plans on what to use (SharePoint) for was given as 2nd biggest issue with adoption 
of SharePoint, following only lack of expertise to maximize its usefulness (46%)1 
1 – The SharePoint Puzzle – adding the missing pieces “© AIIM 2012, www.aiim.org”
2 – Create Inventories 
18
19 
Create a Content Inventory 
Capture business purpose 
Assess relevance of content 
Assess current users 
Correct location or position 
Free Migration Planning Tool in site hierarchy/IA? 
www.metalogix.com/products/Migration-Expert.aspx 
Pre-migration Analysis & Preparation 
www.metalogix.com/products/ControlPoint.aspx
Create a (SharePoint) Platform Inventory 
20
Create a SharePoint Inventory 
URLs 
Site Collection Name 
Site Collection Size 
Sub site count 
Large Lists 
Document Versions 
Customizations 
Site Location/position 
Content DB – Size, Number 
Site Collections per DB 
Duplicate or Orphaned Site Collections 
My Sites – Content DB, Size SharePoint 2013 Thresholds and Limits 
http://technet.microsoft.com/en-us/library/cc262787.aspx 
21
3 - Plan to Leverage New Functionality 
22 
Community sites 
Managed Navigation 
Social Features 
Mobile Devices 
Deprecated Site 
Definitions 
New functionality can significantly increase 
potential adoption if used well: 
• Managed Metadata & Navigation – find 
relevant information faster! 
• “New” file storage and sharing capabilities http://technet.microsoft.com/en-us/ 
library/cc261834(v=office.15).aspx
Plan to Leverage New Functionality 
Demystifying OneDrive for Business 
http://www.metalogix.com/Blog/Blog-Article/14-08-06/Demystifying_OneDrive_for_Business.aspx 
23
Plan to Leverage New Functionality 
24
Plan to Leverage New Functionality 
25 
Your Files to Office 365. Simple. Fast. 
Migrate Cloud Files to SharePoint Online & OneDrive for Business 
http://www.metalogix.com/Products/Drive2Office365.aspx
26 
[demo]
4 - Develop an Information Architecture (IA) 
27 
Evaluate current business process 
Consider existing site structures 
Departmental/team 
reorganization 
Publishing requirements 
Search/findability 
Navigation 
Content Growth 
“Over half feel they would be 50% more 
productive with enhanced workflow, search, 
information reporting, and automated 
document creation tools” 1 
1 – The SharePoint Puzzle – adding the missing pieces, AIIM, 2012
28 
Getting Ready to Migrate 
Strategy & Inventory 
Updated Information 
Architecture & New Features 
Prepare - Reorganization? 
Prepare - Migrate, archive, 
or leave behind? 
Prepare SharePoint for migration 
www.metalogix.com/products/Content-Matrix.aspx & www.metalogix.com/products/ControlPoint.aspx
5 - Assess Your Migration Options 
29
Upgrade v Migration – In Microsoft Terms 
30 
UPGRADE: -The Physical 
Transformation of a SharePoint 
Content Database from one Schema 
Version to the Successive Updated 
Schema 
MIGRATION: -The Physical Movement of 
SharePoint Containers, Data and 
Associated Attributes from one 
SharePoint Farm to a new Farm 
independent of SharePoint version 
http://www.metalogix.com/Blog/Blog-Article/13-02-11/Yes_You_Can_Move_Straight_From_SharePoint_2007_to_SharePoint_2013.aspx
The Database Attach Upgrade 
1. Farm Admin creates/configures new 2013 farm (no in-place upgrade for 2013) 
2. 2010 DBs placed in read-only mode and copied to 2013 farm via SQL Server 
3. Content DBs upgraded (but not site collections – remain in 2010 “mode”) 
4. Service Application DBs upgraded 
5. Site collections evaluated and upgraded by owners 
31 
The Out of the 
Box Approach
The Database Attach Upgrade – Issues? 
1. Farm Admin creates/configures new 2013 farm (no in-place upgrade for 2013) 
2. 2010 DBs placed in read-only mode and copied to 2013 farm via SQL Server 
3. Content DBs upgraded (but not site collections – remain in 2010 “mode”) 
4. Service Application DBs upgraded 
5. Site collections evaluated and upgraded by owners 
32 
The Out of the 
Box Approach 
What about SharePoint 2007 or 2003 or Office 365? 
“Read Only” is not collaborative. How long can SharePoint be offline? 
Lots of accidents waiting to happen? How long before something breaks? 
Truly gradual? Change Management? SharePoint Sprawl? Future growth?
The OOTB – Where It Can Go Wrong 
Potential Content Issues 
Document Libraries with greater than 250,000 documents 
• May fail therefore move to folders with 2000 documents in each 
Remove excess versions of documents to increase speed 
• Either Manually or Programmatically 
Remove unused templates, features and web parts 
• Stsadm commands to identify current use 
33
The OOTB – Where It Can Go Wrong 
Potential Database Issues 
Sites Collections & Databases larger than 100GB will be slow and may fail 
•Split Across Multiple Databases 
My Sites should be moved to their own Content DB 
Remove duplicate or orphaned site collections 
•These can cause the DB attach to fail 
Site Collection Limit per Content DB has Changed 
•Warning now at 2,000 with Limit at 5,000 (down from 15,000) 
34
The OOTB – Where It Can Go Wrong 
General SQL Management & Performance 
Issues 
Upgrade Multiple Databases in Parallel 
• Upgrading in Parallel can be slower than one at a time 
Use Throttling 
• Limit number of DB upgrades that happen at once 
SQL Mirroring should be turned off 
SQL Storage can grow up to 50% larger than Source DB size 
•Must be recovered post upgrade 
35
OOTB vs. 3rd Party Migration Tools 
36
Advantages of a Migration Tool 
37 
Skip SharePoint versions e.g. 2007 
straight to 2013 
Site collection-specific vs. content DB 
Reorganization, splitting sites & lists 
taxonomy, permissions, content types 
Re-template sites 
Implement a customized migration or 
upgrade strategy 
Support for Workflow
38 
Closing thoughts: 
• A migration is a great opportunity to reassess your 
business requirements and “spring clean” 
• The most successful migrations are those that pay close 
attention to the end user experience throughout 
• Put as much control into the hands of your end users as 
possible. After all, they own the content
39 
Resources: 
• Your SharePoint Path Forward: On Prem, Cloud, or Hybrid http://bit.ly/1or8ngE 
• SharePoint 2013 Thresholds and Limits (TechNet) http://bit.ly/QC7mK1 
• Free Migration Planning Tool www.metalogix.com/products/Migration-Expert.aspx 
• Pre-migration Analysis & Preparation www.metalogix.com/products/ControlPoint.aspx 
• Plan for SharePoint 2013 (TechNet) http://bit.ly/VTcuuY 
• Demystifying OneDrive for Business http://bit.ly/1rCyYPR 
• Migrate Cloud Files to SharePoint Online & OneDrive for Business (free tool) 
http://www.metalogix.com/Products/Drive2Office365.aspx 
• Yes, You Can Move Straight From SharePoint 2007 to SharePoint 2013 http://bit.ly/1lyyg3L
Thank You 
Steve Marsh 
Director of Product Marketing 
stevem@metalogix.com 
www.metalogix.com 
@drstevemarsh 
Christian Buckley 
Chief Evangelist & SharePoint MVP 
cbuck@metalogix.com 
www.buckleyplanet.com 
@buckleyplanet
41

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5 Things to Know Before Migrating to SharePoint 2013, OneDrive for Business, or SharePoint Online

  • 1. 5 Things to Know for Migrating to SharePoint 2013, OneDrive for Business, or SharePoint Online Steve Marsh, Director of Product Marketing Christian Buckley, Chief Evangelist 1
  • 2. Steve Marsh Director of Product Marketing stevem@metalogix.com www.metalogix.com @drstevemarsh Christian Buckley Chief Evangelist & SharePoint MVP cbuck@metalogix.com www.buckleyplanet.com @buckleyplanet
  • 3. At Metalogix, our Continuing Mission is to improve the use and performance of Enterprise Content to power knowledge sharing and collaboration. 14,000+ customer license shipped Fastest Growing and Largest ISV. Complete & Best-of-Breed SharePoint Infrastructure Management Suite We are committed to your Success with SharePoint 3
  • 4. Topics we’ll cover today: • What is driving SharePoint toward the cloud? • What is your cloud strategy for SharePoint? • Five considerations as you develop your strategy 4 • Best practices for migration
  • 5. What is your cloud strategy? 5
  • 6. 6
  • 7. 7 Advantages • A professionally managed data center with 24x7 support and advanced network security and intrusion detection. • Separation of identity and content for externally-facing workloads vs. on-premise internal-facing environments. • Rapid provisioning with little or no upfront costs for hardware and software. • On-demand scale-out to meet variable capacity demands.
  • 8. How successful you are with your cloud decisions will be intrinsically tied to end user adoption and, ultimately, business alignment 8
  • 9. 9 SharePoint Growth & Evolution SharePoint Releases Metadata Content
  • 10. How are you planning your move to SharePoint Online? 10
  • 11. On Premises Cloud 11 1. Migration
  • 12. 2. User-driven (osmosis) On Premises Cloud 12
  • 13. 13 3. Phased On Premises Cloud
  • 14. 4. Hybrid transition On Premises Cloud 14 AD Azure ADFS AD
  • 15. Five things you should consider before making the move: 15
  • 16. 1 – Collaboration & Content Strategy 16
  • 17. Collaboration and Content Strategy 17 Has anything changed? Does my SharePoint Farm represent my current organization strategy? Acquisitions? Leadership changes? Departmental reorganizations? Lack of strategic plans on what to use (SharePoint) for was given as 2nd biggest issue with adoption of SharePoint, following only lack of expertise to maximize its usefulness (46%)1 1 – The SharePoint Puzzle – adding the missing pieces “© AIIM 2012, www.aiim.org”
  • 18. 2 – Create Inventories 18
  • 19. 19 Create a Content Inventory Capture business purpose Assess relevance of content Assess current users Correct location or position Free Migration Planning Tool in site hierarchy/IA? www.metalogix.com/products/Migration-Expert.aspx Pre-migration Analysis & Preparation www.metalogix.com/products/ControlPoint.aspx
  • 20. Create a (SharePoint) Platform Inventory 20
  • 21. Create a SharePoint Inventory URLs Site Collection Name Site Collection Size Sub site count Large Lists Document Versions Customizations Site Location/position Content DB – Size, Number Site Collections per DB Duplicate or Orphaned Site Collections My Sites – Content DB, Size SharePoint 2013 Thresholds and Limits http://technet.microsoft.com/en-us/library/cc262787.aspx 21
  • 22. 3 - Plan to Leverage New Functionality 22 Community sites Managed Navigation Social Features Mobile Devices Deprecated Site Definitions New functionality can significantly increase potential adoption if used well: • Managed Metadata & Navigation – find relevant information faster! • “New” file storage and sharing capabilities http://technet.microsoft.com/en-us/ library/cc261834(v=office.15).aspx
  • 23. Plan to Leverage New Functionality Demystifying OneDrive for Business http://www.metalogix.com/Blog/Blog-Article/14-08-06/Demystifying_OneDrive_for_Business.aspx 23
  • 24. Plan to Leverage New Functionality 24
  • 25. Plan to Leverage New Functionality 25 Your Files to Office 365. Simple. Fast. Migrate Cloud Files to SharePoint Online & OneDrive for Business http://www.metalogix.com/Products/Drive2Office365.aspx
  • 27. 4 - Develop an Information Architecture (IA) 27 Evaluate current business process Consider existing site structures Departmental/team reorganization Publishing requirements Search/findability Navigation Content Growth “Over half feel they would be 50% more productive with enhanced workflow, search, information reporting, and automated document creation tools” 1 1 – The SharePoint Puzzle – adding the missing pieces, AIIM, 2012
  • 28. 28 Getting Ready to Migrate Strategy & Inventory Updated Information Architecture & New Features Prepare - Reorganization? Prepare - Migrate, archive, or leave behind? Prepare SharePoint for migration www.metalogix.com/products/Content-Matrix.aspx & www.metalogix.com/products/ControlPoint.aspx
  • 29. 5 - Assess Your Migration Options 29
  • 30. Upgrade v Migration – In Microsoft Terms 30 UPGRADE: -The Physical Transformation of a SharePoint Content Database from one Schema Version to the Successive Updated Schema MIGRATION: -The Physical Movement of SharePoint Containers, Data and Associated Attributes from one SharePoint Farm to a new Farm independent of SharePoint version http://www.metalogix.com/Blog/Blog-Article/13-02-11/Yes_You_Can_Move_Straight_From_SharePoint_2007_to_SharePoint_2013.aspx
  • 31. The Database Attach Upgrade 1. Farm Admin creates/configures new 2013 farm (no in-place upgrade for 2013) 2. 2010 DBs placed in read-only mode and copied to 2013 farm via SQL Server 3. Content DBs upgraded (but not site collections – remain in 2010 “mode”) 4. Service Application DBs upgraded 5. Site collections evaluated and upgraded by owners 31 The Out of the Box Approach
  • 32. The Database Attach Upgrade – Issues? 1. Farm Admin creates/configures new 2013 farm (no in-place upgrade for 2013) 2. 2010 DBs placed in read-only mode and copied to 2013 farm via SQL Server 3. Content DBs upgraded (but not site collections – remain in 2010 “mode”) 4. Service Application DBs upgraded 5. Site collections evaluated and upgraded by owners 32 The Out of the Box Approach What about SharePoint 2007 or 2003 or Office 365? “Read Only” is not collaborative. How long can SharePoint be offline? Lots of accidents waiting to happen? How long before something breaks? Truly gradual? Change Management? SharePoint Sprawl? Future growth?
  • 33. The OOTB – Where It Can Go Wrong Potential Content Issues Document Libraries with greater than 250,000 documents • May fail therefore move to folders with 2000 documents in each Remove excess versions of documents to increase speed • Either Manually or Programmatically Remove unused templates, features and web parts • Stsadm commands to identify current use 33
  • 34. The OOTB – Where It Can Go Wrong Potential Database Issues Sites Collections & Databases larger than 100GB will be slow and may fail •Split Across Multiple Databases My Sites should be moved to their own Content DB Remove duplicate or orphaned site collections •These can cause the DB attach to fail Site Collection Limit per Content DB has Changed •Warning now at 2,000 with Limit at 5,000 (down from 15,000) 34
  • 35. The OOTB – Where It Can Go Wrong General SQL Management & Performance Issues Upgrade Multiple Databases in Parallel • Upgrading in Parallel can be slower than one at a time Use Throttling • Limit number of DB upgrades that happen at once SQL Mirroring should be turned off SQL Storage can grow up to 50% larger than Source DB size •Must be recovered post upgrade 35
  • 36. OOTB vs. 3rd Party Migration Tools 36
  • 37. Advantages of a Migration Tool 37 Skip SharePoint versions e.g. 2007 straight to 2013 Site collection-specific vs. content DB Reorganization, splitting sites & lists taxonomy, permissions, content types Re-template sites Implement a customized migration or upgrade strategy Support for Workflow
  • 38. 38 Closing thoughts: • A migration is a great opportunity to reassess your business requirements and “spring clean” • The most successful migrations are those that pay close attention to the end user experience throughout • Put as much control into the hands of your end users as possible. After all, they own the content
  • 39. 39 Resources: • Your SharePoint Path Forward: On Prem, Cloud, or Hybrid http://bit.ly/1or8ngE • SharePoint 2013 Thresholds and Limits (TechNet) http://bit.ly/QC7mK1 • Free Migration Planning Tool www.metalogix.com/products/Migration-Expert.aspx • Pre-migration Analysis & Preparation www.metalogix.com/products/ControlPoint.aspx • Plan for SharePoint 2013 (TechNet) http://bit.ly/VTcuuY • Demystifying OneDrive for Business http://bit.ly/1rCyYPR • Migrate Cloud Files to SharePoint Online & OneDrive for Business (free tool) http://www.metalogix.com/Products/Drive2Office365.aspx • Yes, You Can Move Straight From SharePoint 2007 to SharePoint 2013 http://bit.ly/1lyyg3L
  • 40. Thank You Steve Marsh Director of Product Marketing stevem@metalogix.com www.metalogix.com @drstevemarsh Christian Buckley Chief Evangelist & SharePoint MVP cbuck@metalogix.com www.buckleyplanet.com @buckleyplanet
  • 41. 41

Editor's Notes

  1. By offering the attributes of public cloud (economics, scale, pace of innovation) with some of the privacy and control features associated with private cloud, VPCs are effectively addressing many of the objections that have held customers back from the cloud model. According to IDC, an important factor driving growth in public IT cloud services spending is the expanding variety of cloud deployment options. As these platforms mature, cloud services adoption will increase dramatically. Virtual private cloud (VPC) offerings are shifting momentum from dedicated private cloud offerings toward public (shared/multi-tenant) cloud offerings.
  2. Financial decisions about IT are being pushed down to business owners, rather than IT This is new for many managers Most businesses need something lightweight Designed for their business, not collaboration overkill
  3. Talk about customer who hired us to ‘Implement SharePoint because we own it thanks to our EA’ Get to the stakeholders, and work with them Find company FY objectives that you can solve with SharePoint Governance, Governance, Governance – reference Sue Hanley’s presentation – the Wild Wild West. Archiving/retention – new compliance regulations? New security threats?
  4. Imagine a spreadsheet that has the URL, name, owners, size, and count of sub sites. This information can be pulled from SQL Server and captured in a spreadsheet. This is a recommended best practice because the spreadsheet could then have additional information such as business purpose or customizations that are then filled out during a content audit. Run a survey – how useful is your content? Can people find it? What do people want added? Large pharma company that found that 20% of their content consisted of duplicates of existing content. Survey found that people found various versions of documents using Search, never sure which is most relevant
  5. Imagine a spreadsheet that has the URL, name, owners, size, and count of sub sites. This information can be pulled from SQL Server and captured in a spreadsheet. This is a recommended best practice because the spreadsheet could then have additional information such as business purpose or customizations that are then filled out during a content audit.
  6. Worldwide environmental foundation – Put social on their Intranet and fixed search – significantly increased adoption and value International consulting firm – moving to SharePoint for first time, issued iPhones and Android Tablets to entire workforce – wanted support from around the world - planned to go to O365. Discovered on-premises was the answer, and 2013 was the only way they could support these devices.
  7. Migration presents an ideal time to assess the current SharePoint’s information architecture and to determine what should change. IA izncludes the combination of Content, Context, and users. For example, a user opens a main landing page. Does this user see the right content? Is it within the right context? Should this user see this content and in this context? Or should this user be receiving something else in terms of content and experience? IA considers how information – i.e., content – is design to “flow” to a user but also how a user flows to content. A good example is Amazon. If navigating to the Amazon