This document summarizes a presentation about a complex on-premises SharePoint migration project. It discusses the existing SharePoint environment, issues with the current hosting provider, requirements for a new vendor, and architectural changes planned for the new environment. The presentation will cover the business case, project plan creation, technical migration phases, testing, and lessons learned from the project. It provides biographical information about the presenter and their experience with SharePoint.
This document provides an overview of the key stages and best practices for migrating from Box to OneDrive. It discusses:
1) Planning the migration including assessing content, preparing the OneDrive environment, and user onboarding.
2) Remediating content issues during the assessment stage such as file name lengths or blocked file types.
3) Preparing the OneDrive environment including pre-provisioning users.
4) Conducting a pilot migration and then migrating the remainder of content while considering throttling limits.
5) User onboarding including training, communications and handling any downtime during the migration process.
SharePoint Upgrade & Migration Planning: From Strategy To ExecutionRichard Harbridge
How do organizations successfully migrate or upgrade SharePoint to SharePoint Online, Microsoft Teams, & Modern SharePoint From Classic SharePoint Or Legacy Versions Of SharePoint Server?
In this session, MVP and expert Richard Harbridge will discuss what important considerations should be understood and planned before an upgrade/migration, what approaches have successfully worked for other companies, and practical guidance on how best to succeed with your modernization or migration project.
Presentation given at SharePoint Symposium 2013. Covers key information architecture best practices in SharePoint 2010 and 2013 for search, navigation and dynamic publishing.
Collab 365 building business solutions on Office 365 and SharePoint OnlineDarrell Trimble
This document summarizes an online conference that will take place on June 17th and 18th 2015 about building business solutions in Office 365 and SharePoint Online. It discusses the promises and realities of Office 365 and how to create integrated business solutions by setting up a structured intranet and filling modules with solutions like HR, IT, and marketing portals. It also covers challenges like the need for custom development and business analysis skills, and provides recommendations for learning more about the topic.
SharePoint Migration-What you need to knowOliver Wirkus
A migration to SharePoint is not an easy task and requires extensive and thorough planning to ensure success. This session walks you through all the necessary planning activities and provides established best-practices and recommendation to ensure, your migration planning and migration are efficient and successful.
Modernize Solutions with SharePoint & the Power PlatformJonathan Schultz
Modernize common HR, IT and other functional processes with SharePoint and the Power Platform (PowerApps, Flow and Power BI).
- Re-think SharePoint portals
- Migrate forms (static & InfoPath) to mobile apps
- Leverage interactive dashboards to make data-based decisions
Lotus Notes Application to SharePoint Migration ProcessTerrence Nguyen
Presented by Nguyen Hoang Nhut, this presentation covers the approach for migrating Lotus Notes application databases to SharePoint 2007, methodology, process and tools. The presentation also aims to provide an overview of the process of analyzing and planning this type of migration projects.
SharePoint Saturday Vietnam 22/01/11
This document provides an overview of the key stages and best practices for migrating from Box to OneDrive. It discusses:
1) Planning the migration including assessing content, preparing the OneDrive environment, and user onboarding.
2) Remediating content issues during the assessment stage such as file name lengths or blocked file types.
3) Preparing the OneDrive environment including pre-provisioning users.
4) Conducting a pilot migration and then migrating the remainder of content while considering throttling limits.
5) User onboarding including training, communications and handling any downtime during the migration process.
SharePoint Upgrade & Migration Planning: From Strategy To ExecutionRichard Harbridge
How do organizations successfully migrate or upgrade SharePoint to SharePoint Online, Microsoft Teams, & Modern SharePoint From Classic SharePoint Or Legacy Versions Of SharePoint Server?
In this session, MVP and expert Richard Harbridge will discuss what important considerations should be understood and planned before an upgrade/migration, what approaches have successfully worked for other companies, and practical guidance on how best to succeed with your modernization or migration project.
Presentation given at SharePoint Symposium 2013. Covers key information architecture best practices in SharePoint 2010 and 2013 for search, navigation and dynamic publishing.
Collab 365 building business solutions on Office 365 and SharePoint OnlineDarrell Trimble
This document summarizes an online conference that will take place on June 17th and 18th 2015 about building business solutions in Office 365 and SharePoint Online. It discusses the promises and realities of Office 365 and how to create integrated business solutions by setting up a structured intranet and filling modules with solutions like HR, IT, and marketing portals. It also covers challenges like the need for custom development and business analysis skills, and provides recommendations for learning more about the topic.
SharePoint Migration-What you need to knowOliver Wirkus
A migration to SharePoint is not an easy task and requires extensive and thorough planning to ensure success. This session walks you through all the necessary planning activities and provides established best-practices and recommendation to ensure, your migration planning and migration are efficient and successful.
Modernize Solutions with SharePoint & the Power PlatformJonathan Schultz
Modernize common HR, IT and other functional processes with SharePoint and the Power Platform (PowerApps, Flow and Power BI).
- Re-think SharePoint portals
- Migrate forms (static & InfoPath) to mobile apps
- Leverage interactive dashboards to make data-based decisions
Lotus Notes Application to SharePoint Migration ProcessTerrence Nguyen
Presented by Nguyen Hoang Nhut, this presentation covers the approach for migrating Lotus Notes application databases to SharePoint 2007, methodology, process and tools. The presentation also aims to provide an overview of the process of analyzing and planning this type of migration projects.
SharePoint Saturday Vietnam 22/01/11
The myths of requirements are that:
• Requirements gathered from business users through requirements gathering meetings and workshops define the scope and functionality of the solution
• Requirements gathering workshops at the start of a project are sufficient to understand business needs
• Requirements change
The reality is that what is gathered during requirements workshops, meetings, interviews, questionnaires and other activities are not solution requirements but business stakeholder requirements.
Stakeholder requirements must be translated into solution requirements which is turn must be translated into a solution design. A solution is a Resolver, a Provider or an Enabler.
Good solution design requires solution ownership and technical leadership throughout the process.
Any solution is always greater than the sum of the gather requirements. Requirements do not equal a solution.
Any solution also causes problems in terms of:
• Required organisational changes to implement and operate solution
• Additional operational overhead
• Cost to implement
The solution is the minimum set of components that works and that solves the problem at the minimum cost with minimum additional costs.
10 Best SharePoint Features You’ve Never Used (But Should)Christian Buckley
An asset library is a special document library in SharePoint designed specifically for storing and managing digital assets like images, audio files, videos, and other multimedia content. Some key features of an asset library include:
- Organizing assets into folders for easier management and retrieval.
- Metadata columns to describe and tag assets for improved searching and filtering.
- Check-out/check-in functionality to prevent concurrent editing of assets.
- Image renditions to generate different sized versions of images for different uses.
- Slide libraries for storing and playing image slideshows.
- Media web parts to embed and playback audio/video files on pages.
Using an asset library allows digital assets to be centrally
As organizations consider SharePoint Online as an option for hosting their SharePoint environments, you may ask yourself how an enterprise can actually move a large number of SharePoint sites to the cloud. In this session we will discuss a large scale SharePoint migration to Office 365 which starts with several highly customized sites and multiple versions of SharePoint. We will look at the project structure and plan, staffing, benefits and pitfalls, technical considerations, lessons learned, and how you can plan for a successful move to SharePoint Online.
Intro to Salesforce Lightning Web Components (LWC)Roy Gilad
Overview and background for Salesforce Lightning Web Components (LWC).
Source code in the sample gallery: https://github.com/trailheadapps/lwc-recipes
Presented by Roy Gilad, on January 29, 2019.
Christian Buckley is the Director of Product Evangelism at Axceler. He has extensive experience with Microsoft technologies such as SharePoint and has worked for Microsoft and other companies. He is the author of several books on software configuration management and SharePoint.
When planning a SharePoint migration, it is important to understand customizations on the source system, plan the migration schedule and type of migration, plan for file shares and content migration, and plan taxonomy, metadata and tagging strategies. Not doing proper planning can lead to issues with content being migrated or found.
How a Semantic Layer Makes Data Mesh Work at ScaleDATAVERSITY
Data Mesh is a trending approach to building a decentralized data architecture by leveraging a domain-oriented, self-service design. However, the pure definition of Data Mesh lacks a center of excellence or central data team and doesn’t address the need for a common approach for sharing data products across teams. The semantic layer is emerging as a key component to supporting a Hub and Spoke style of organizing data teams by introducing data model sharing, collaboration, and distributed ownership controls.
This session will explain how data teams can define common models and definitions with a semantic layer to decentralize analytics product creation using a Hub and Spoke architecture.
Attend this session to learn about:
- The role of a Data Mesh in the modern cloud architecture.
- How a semantic layer can serve as the binding agent to support decentralization.
- How to drive self service with consistency and control.
Review of Information Technology Function Critical Capability ModelsAlan McSweeney
IT Function critical capabilities are key areas where the IT function needs to maintain significant levels of competence, skill and experience and practise in order to operate and deliver a service. There are several different IT capability frameworks. The objective of these notes is to assess the suitability and applicability of these frameworks. These models can be used to identify what is important for your IT function based on your current and desired/necessary activity profile.
Capabilities vary across organisation – not all capabilities have the same importance for all organisations. These frameworks do not readily accommodate variability in the relative importance of capabilities.
The assessment approach taken is to identify a generalised set of capabilities needed across the span of IT function operations, from strategy to operations and delivery. This generic model is then be used to assess individual frameworks to determine their scope and coverage and to identify gaps.
The generic IT function capability model proposed here consists of five groups or domains of major capabilities that can be organised across the span of the IT function:
1. Information Technology Strategy, Management and Governance
2. Technology and Platforms Standards Development and Management
3. Technology and Solution Consulting and Delivery
4. Operational Run The Business/Business as Usual/Service Provision
5. Change The Business/Development and Introduction of New Services
In the context of trends and initiatives such as outsourcing, transition to cloud services and greater platform-based offerings, should the IT function develop and enhance its meta-capabilities – the management of the delivery of capabilities? Is capability identification and delivery management the most important capability? Outsourced service delivery in all its forms is not a fire-and-forget activity. You can outsource the provision of any service except the management of the supply of that service.
The following IT capability models have been evaluated:
• IT4IT Reference Architecture https://www.opengroup.org/it4it contains 32 functional components
• European e-Competence Framework (ECF) http://www.ecompetences.eu/ contains 40 competencies
• ITIL V4 https://www.axelos.com/best-practice-solutions/itil has 34 management practices
• COBIT 2019 https://www.isaca.org/resources/cobit has 40 management and control processes
• APQC Process Classification Framework - https://www.apqc.org/process-performance-management/process-frameworks version 7.2.1 has 44 major IT management processes
• IT Capability Maturity Framework (IT-CMF) https://ivi.ie/critical-capabilities/ contains 37 critical capabilities
The following model has not been evaluated
• Skills Framework for the Information Age (SFIA) - http://www.sfia-online.org/ lists over 100 skills
Training more about Document Library, OneDrive, Sharepoint Designer, Webpart and how to Deploy custom Webpart solution into Sharepoint 2019 On Premiese
Shadow DOM, CSS and Styling Hooks in LWC what you need to knowSudipta Deb ☁
This document discusses Shadow DOM and CSS styling in Lightning Web Components (LWC). It explains that LWC elements are enclosed in a native or synthetic Shadow DOM tree. It describes how CSS cascading and inheritance work with Shadow DOM, and how to prevent inheritance from affecting styles. It also discusses CSS custom properties, styling hooks, Aura design tokens, SLDS design tokens, and various ways to import and share CSS in LWC components. The document recommends using styling hooks and design tokens to customize styles and share CSS, and introduces the SLDS Validator tool for validating Lightning Design System styles.
SharePoint Site IA Architecture Design Considerations - Innovate Vancouver.pdfInnovate Vancouver
This document discusses different options for structuring an intranet site. It begins by explaining the goals of intranet design including easy navigation, searchability, and content management. It then presents 4 options for structuring the site:
1) By strategic pillars with departments organized underneath each pillar.
2) By organizational structure with departments as top-level sections.
3) A hybrid model with pillars as top headers and departments structured underneath.
4) Allowing different views like pillars or the organizational chart as headers.
It evaluates each option based on navigation, content management, adherence to policies, and supporting engagement. The best structure would logically organize content, be intuitive to navigate, and easily manage content
A list of common document types to use as metadata values for Document Type drop-down choices in SharePoint. A great addition to any site or type of organization.
A Healthcare Digitization Framework: 5 StrategiesHealth Catalyst
While most consumer-oriented industries have turned to mobile-first, cloud-based platforms for consumer interaction, healthcare lags behind in digitization, particularly when it comes to self-service consumer engagement. As digital consumer interaction increasingly drives enterprise success, healthcare must join the modern digital playing field. To get there, organizations need to establish digital investment and enablement frameworks and can then follow five strategies for stable, scalable transformation:
Formally define “digital” for the organization.
Follow 10 guiding principles to support digital.
Divide technology into appropriate portfolios.
Develop an analogy to explain the integrated portfolio approach.
Strategically select vendor partners.
Planning Your Migration to SharePoint Online #SPBiz60Christian Buckley
Session from SPBiz.com online event on June 18th, 2015. It’s always best to begin with a plan, and this session will provide a framework for developing your own migration plan. While tools will help automate some aspects of the content move, much of the complexity of a SharePoint migration happens before a tool is installed. This session will help analysts, project managers and admin of SharePoint to reduce migration time and increase success.
1) SMARTRAC is a leading developer and manufacturer of RFID technology with over 3,600 employees worldwide.
2) They have the largest global production capacity in the RFID industry and the most comprehensive technology portfolio.
3) SMARTRAC is looking to integrate their SAP ERP system with Salesforce to make backend data available to users in Salesforce.
Leveraging Knowledge Graphs in your Enterprise Knowledge Management SystemSemantic Web Company
Knowledge graphs and graph-based data in general are becoming increasingly important for addressing various data management challenges in industries such as financial services, life sciences, healthcare or energy.
At the core of this challenge is the comprehensive management of graph-based data, ranging from taxonomy to ontology management to the administration of comprehensive data graphs along with a defined governance framework. Various data sources are integrated and linked (semi) automatically using NLP and machine learning algorithms. Tools for securing high data quality and consistency are an integral part of such a platform.
PoolParty 7.0 can now handle a full range of enterprise data management tasks. Based on agile data integration, machine learning and text mining, or ontology-based data analysis, applications are developed that allow knowledge workers, marketers, analysts or researchers a comprehensive and in-depth view of previously unlinked data assets.
At the heart of the new release is the PoolParty GraphEditor, which complements the Taxonomy, Thesaurus, and Ontology Manager components that have been around for some time. All in all, data engineers and subject matter experts can now administrate and analyze enterprise-wide and heterogeneous data stocks with comfortable means, or link them with the help of artificial intelligence.
Gathering Business Requirements for Data WarehousesDavid Walker
This document provides an overview of the process for gathering business requirements for a data management and warehousing project. It discusses why requirements are gathered, the types of requirements needed, how business processes create data in the form of dimensions and measures, and how the gathered requirements will be used to design reports to meet business needs. A straw-man proposal is presented as a starting point for further discussion.
Getting started with share point online modernization - SharePoint Saturday T...Salman Ahmad
The document provides an overview of modernizing SharePoint Online sites from the classic experience to the modern experience. It discusses the benefits of modernization, common components between classic and modern, limitations, and provides a sample implementation approach including using the SharePoint Modernization Scanner tool to assess readiness. It also includes examples of reports from the scanner and recommendations for addressing unsupported components.
This document discusses using the Flyway tool to manage database schema migrations. Flyway allows defining SQL scripts to update the database schema and records the changes in a schema version table. The document provides instructions on setting up Flyway for a project, running migrations with Flyway, and the process for adding new migrations when making changes to data models.
TeamsNation 2022 - Governance for Microsoft Teams - A to Z.pptxJasper Oosterveld
Thinking about Governance doesn't get many people excited. That said, defining and implementing Governance is the key to a successful rollout and adoption of Microsoft Teams. Jasper Oosterveld, Microsoft MVP & Modern Workplace Consultant, is taking a hands-on approach around Governance for Microsoft Teams. You can expect real world advise around a variety of topics: naming convention, external access, expiration policy, information protection and the creation process. After this session you are ready to go back and build your own successful Governance for Microsoft Teams.
This document provides an overview of Microsoft Business Intelligence tools including SQL Server Integration Services (SSIS), SQL Server Analysis Services (SSAS), and SQL Server Reporting Services (SSRS). It discusses how these tools are used to extract, transform, and load data from various sources into a centralized data warehouse for analysis and reporting. It also provides brief descriptions of the key features and functions of each tool in the reporting development lifecycle.
The majority of SharePoint migration planning has little to do with the technical move, but is more about information architecture, data transformation, and other PM and BA skills. This presentation outlines 5 key areas of planning.
Informationen zu den Phasen eines IT-Projekts und den Inhalten einer IT-Analyse:
Die IT-Analyse ist ein Dienstleistungsangebot der innocate solutions, um Unternehmen dabei zu unterstützen Ihre eigene IT zu bewerten und auszurichten.
The myths of requirements are that:
• Requirements gathered from business users through requirements gathering meetings and workshops define the scope and functionality of the solution
• Requirements gathering workshops at the start of a project are sufficient to understand business needs
• Requirements change
The reality is that what is gathered during requirements workshops, meetings, interviews, questionnaires and other activities are not solution requirements but business stakeholder requirements.
Stakeholder requirements must be translated into solution requirements which is turn must be translated into a solution design. A solution is a Resolver, a Provider or an Enabler.
Good solution design requires solution ownership and technical leadership throughout the process.
Any solution is always greater than the sum of the gather requirements. Requirements do not equal a solution.
Any solution also causes problems in terms of:
• Required organisational changes to implement and operate solution
• Additional operational overhead
• Cost to implement
The solution is the minimum set of components that works and that solves the problem at the minimum cost with minimum additional costs.
10 Best SharePoint Features You’ve Never Used (But Should)Christian Buckley
An asset library is a special document library in SharePoint designed specifically for storing and managing digital assets like images, audio files, videos, and other multimedia content. Some key features of an asset library include:
- Organizing assets into folders for easier management and retrieval.
- Metadata columns to describe and tag assets for improved searching and filtering.
- Check-out/check-in functionality to prevent concurrent editing of assets.
- Image renditions to generate different sized versions of images for different uses.
- Slide libraries for storing and playing image slideshows.
- Media web parts to embed and playback audio/video files on pages.
Using an asset library allows digital assets to be centrally
As organizations consider SharePoint Online as an option for hosting their SharePoint environments, you may ask yourself how an enterprise can actually move a large number of SharePoint sites to the cloud. In this session we will discuss a large scale SharePoint migration to Office 365 which starts with several highly customized sites and multiple versions of SharePoint. We will look at the project structure and plan, staffing, benefits and pitfalls, technical considerations, lessons learned, and how you can plan for a successful move to SharePoint Online.
Intro to Salesforce Lightning Web Components (LWC)Roy Gilad
Overview and background for Salesforce Lightning Web Components (LWC).
Source code in the sample gallery: https://github.com/trailheadapps/lwc-recipes
Presented by Roy Gilad, on January 29, 2019.
Christian Buckley is the Director of Product Evangelism at Axceler. He has extensive experience with Microsoft technologies such as SharePoint and has worked for Microsoft and other companies. He is the author of several books on software configuration management and SharePoint.
When planning a SharePoint migration, it is important to understand customizations on the source system, plan the migration schedule and type of migration, plan for file shares and content migration, and plan taxonomy, metadata and tagging strategies. Not doing proper planning can lead to issues with content being migrated or found.
How a Semantic Layer Makes Data Mesh Work at ScaleDATAVERSITY
Data Mesh is a trending approach to building a decentralized data architecture by leveraging a domain-oriented, self-service design. However, the pure definition of Data Mesh lacks a center of excellence or central data team and doesn’t address the need for a common approach for sharing data products across teams. The semantic layer is emerging as a key component to supporting a Hub and Spoke style of organizing data teams by introducing data model sharing, collaboration, and distributed ownership controls.
This session will explain how data teams can define common models and definitions with a semantic layer to decentralize analytics product creation using a Hub and Spoke architecture.
Attend this session to learn about:
- The role of a Data Mesh in the modern cloud architecture.
- How a semantic layer can serve as the binding agent to support decentralization.
- How to drive self service with consistency and control.
Review of Information Technology Function Critical Capability ModelsAlan McSweeney
IT Function critical capabilities are key areas where the IT function needs to maintain significant levels of competence, skill and experience and practise in order to operate and deliver a service. There are several different IT capability frameworks. The objective of these notes is to assess the suitability and applicability of these frameworks. These models can be used to identify what is important for your IT function based on your current and desired/necessary activity profile.
Capabilities vary across organisation – not all capabilities have the same importance for all organisations. These frameworks do not readily accommodate variability in the relative importance of capabilities.
The assessment approach taken is to identify a generalised set of capabilities needed across the span of IT function operations, from strategy to operations and delivery. This generic model is then be used to assess individual frameworks to determine their scope and coverage and to identify gaps.
The generic IT function capability model proposed here consists of five groups or domains of major capabilities that can be organised across the span of the IT function:
1. Information Technology Strategy, Management and Governance
2. Technology and Platforms Standards Development and Management
3. Technology and Solution Consulting and Delivery
4. Operational Run The Business/Business as Usual/Service Provision
5. Change The Business/Development and Introduction of New Services
In the context of trends and initiatives such as outsourcing, transition to cloud services and greater platform-based offerings, should the IT function develop and enhance its meta-capabilities – the management of the delivery of capabilities? Is capability identification and delivery management the most important capability? Outsourced service delivery in all its forms is not a fire-and-forget activity. You can outsource the provision of any service except the management of the supply of that service.
The following IT capability models have been evaluated:
• IT4IT Reference Architecture https://www.opengroup.org/it4it contains 32 functional components
• European e-Competence Framework (ECF) http://www.ecompetences.eu/ contains 40 competencies
• ITIL V4 https://www.axelos.com/best-practice-solutions/itil has 34 management practices
• COBIT 2019 https://www.isaca.org/resources/cobit has 40 management and control processes
• APQC Process Classification Framework - https://www.apqc.org/process-performance-management/process-frameworks version 7.2.1 has 44 major IT management processes
• IT Capability Maturity Framework (IT-CMF) https://ivi.ie/critical-capabilities/ contains 37 critical capabilities
The following model has not been evaluated
• Skills Framework for the Information Age (SFIA) - http://www.sfia-online.org/ lists over 100 skills
Training more about Document Library, OneDrive, Sharepoint Designer, Webpart and how to Deploy custom Webpart solution into Sharepoint 2019 On Premiese
Shadow DOM, CSS and Styling Hooks in LWC what you need to knowSudipta Deb ☁
This document discusses Shadow DOM and CSS styling in Lightning Web Components (LWC). It explains that LWC elements are enclosed in a native or synthetic Shadow DOM tree. It describes how CSS cascading and inheritance work with Shadow DOM, and how to prevent inheritance from affecting styles. It also discusses CSS custom properties, styling hooks, Aura design tokens, SLDS design tokens, and various ways to import and share CSS in LWC components. The document recommends using styling hooks and design tokens to customize styles and share CSS, and introduces the SLDS Validator tool for validating Lightning Design System styles.
SharePoint Site IA Architecture Design Considerations - Innovate Vancouver.pdfInnovate Vancouver
This document discusses different options for structuring an intranet site. It begins by explaining the goals of intranet design including easy navigation, searchability, and content management. It then presents 4 options for structuring the site:
1) By strategic pillars with departments organized underneath each pillar.
2) By organizational structure with departments as top-level sections.
3) A hybrid model with pillars as top headers and departments structured underneath.
4) Allowing different views like pillars or the organizational chart as headers.
It evaluates each option based on navigation, content management, adherence to policies, and supporting engagement. The best structure would logically organize content, be intuitive to navigate, and easily manage content
A list of common document types to use as metadata values for Document Type drop-down choices in SharePoint. A great addition to any site or type of organization.
A Healthcare Digitization Framework: 5 StrategiesHealth Catalyst
While most consumer-oriented industries have turned to mobile-first, cloud-based platforms for consumer interaction, healthcare lags behind in digitization, particularly when it comes to self-service consumer engagement. As digital consumer interaction increasingly drives enterprise success, healthcare must join the modern digital playing field. To get there, organizations need to establish digital investment and enablement frameworks and can then follow five strategies for stable, scalable transformation:
Formally define “digital” for the organization.
Follow 10 guiding principles to support digital.
Divide technology into appropriate portfolios.
Develop an analogy to explain the integrated portfolio approach.
Strategically select vendor partners.
Planning Your Migration to SharePoint Online #SPBiz60Christian Buckley
Session from SPBiz.com online event on June 18th, 2015. It’s always best to begin with a plan, and this session will provide a framework for developing your own migration plan. While tools will help automate some aspects of the content move, much of the complexity of a SharePoint migration happens before a tool is installed. This session will help analysts, project managers and admin of SharePoint to reduce migration time and increase success.
1) SMARTRAC is a leading developer and manufacturer of RFID technology with over 3,600 employees worldwide.
2) They have the largest global production capacity in the RFID industry and the most comprehensive technology portfolio.
3) SMARTRAC is looking to integrate their SAP ERP system with Salesforce to make backend data available to users in Salesforce.
Leveraging Knowledge Graphs in your Enterprise Knowledge Management SystemSemantic Web Company
Knowledge graphs and graph-based data in general are becoming increasingly important for addressing various data management challenges in industries such as financial services, life sciences, healthcare or energy.
At the core of this challenge is the comprehensive management of graph-based data, ranging from taxonomy to ontology management to the administration of comprehensive data graphs along with a defined governance framework. Various data sources are integrated and linked (semi) automatically using NLP and machine learning algorithms. Tools for securing high data quality and consistency are an integral part of such a platform.
PoolParty 7.0 can now handle a full range of enterprise data management tasks. Based on agile data integration, machine learning and text mining, or ontology-based data analysis, applications are developed that allow knowledge workers, marketers, analysts or researchers a comprehensive and in-depth view of previously unlinked data assets.
At the heart of the new release is the PoolParty GraphEditor, which complements the Taxonomy, Thesaurus, and Ontology Manager components that have been around for some time. All in all, data engineers and subject matter experts can now administrate and analyze enterprise-wide and heterogeneous data stocks with comfortable means, or link them with the help of artificial intelligence.
Gathering Business Requirements for Data WarehousesDavid Walker
This document provides an overview of the process for gathering business requirements for a data management and warehousing project. It discusses why requirements are gathered, the types of requirements needed, how business processes create data in the form of dimensions and measures, and how the gathered requirements will be used to design reports to meet business needs. A straw-man proposal is presented as a starting point for further discussion.
Getting started with share point online modernization - SharePoint Saturday T...Salman Ahmad
The document provides an overview of modernizing SharePoint Online sites from the classic experience to the modern experience. It discusses the benefits of modernization, common components between classic and modern, limitations, and provides a sample implementation approach including using the SharePoint Modernization Scanner tool to assess readiness. It also includes examples of reports from the scanner and recommendations for addressing unsupported components.
This document discusses using the Flyway tool to manage database schema migrations. Flyway allows defining SQL scripts to update the database schema and records the changes in a schema version table. The document provides instructions on setting up Flyway for a project, running migrations with Flyway, and the process for adding new migrations when making changes to data models.
TeamsNation 2022 - Governance for Microsoft Teams - A to Z.pptxJasper Oosterveld
Thinking about Governance doesn't get many people excited. That said, defining and implementing Governance is the key to a successful rollout and adoption of Microsoft Teams. Jasper Oosterveld, Microsoft MVP & Modern Workplace Consultant, is taking a hands-on approach around Governance for Microsoft Teams. You can expect real world advise around a variety of topics: naming convention, external access, expiration policy, information protection and the creation process. After this session you are ready to go back and build your own successful Governance for Microsoft Teams.
This document provides an overview of Microsoft Business Intelligence tools including SQL Server Integration Services (SSIS), SQL Server Analysis Services (SSAS), and SQL Server Reporting Services (SSRS). It discusses how these tools are used to extract, transform, and load data from various sources into a centralized data warehouse for analysis and reporting. It also provides brief descriptions of the key features and functions of each tool in the reporting development lifecycle.
The majority of SharePoint migration planning has little to do with the technical move, but is more about information architecture, data transformation, and other PM and BA skills. This presentation outlines 5 key areas of planning.
Informationen zu den Phasen eines IT-Projekts und den Inhalten einer IT-Analyse:
Die IT-Analyse ist ein Dienstleistungsangebot der innocate solutions, um Unternehmen dabei zu unterstützen Ihre eigene IT zu bewerten und auszurichten.
The document discusses Gregory Zelfond's 7 phase approach to managing a successful SharePoint migration: 1) Education, 2) Analysis and Requirements, 3) Information Architecture, 4) Data Mapping, 5) SharePoint Configuration, 6) File Migration, and 7) Training. The key aspects are to think big but start small with the migration, break it into manageable phases, focus on user adoption through education and training, and use an agile methodology.
Learn from the experts at Netwoven on how to define your cloud strategy for SharePoint.
Key Takeaways:
- Develop your cloud migration strategy for SharePoint Online
- How to prepare for your migration
- Design your SharePoint Online Information Architecture
- Avoiding common errors while moving content and users to the cloud
- How to develop a successful change management plan
- What tools do you need for successful migrations? What are the trade-offs?
- The hard part – best practices for defining the migration logic for your organization
- Testing strategies for ensuring complete data migration
The document discusses techniques for improving SharePoint user adoption. It begins by examining common causes of poor user adoption, such as change resistance and human factors. It then provides 21 techniques for different phases of a SharePoint implementation: before, during, and after. The techniques focus on areas like leadership buy-in, training, communication, site design, content management, and viewing SharePoint as a business rather than IT solution. The presentation aims to provide practical guidance for driving user adoption of SharePoint.
Step by Step Guide on SharePoint External Sharing. The presentation explains how to share a site, folder, file with external users. How to configure and manage external sharing and manage external users
14 Tips for Planning ECM Content Migration to SharePointJoel Oleson
• Is your organization using any Enterprise Content Management systems besides SharePoint?
• Has your current ECM system been deprecated or require an expensive annual maintenance contract?
• Does your firm already use Microsoft SharePoint as an intranet/collaboration portal?
• Would you like to leverage the cutting edge ECM and taxonomy features in SharePoint 2010 or 2013?
If so, it may be time to migrate your scanned and other transactional documents from your legacy ECM system to SharePoint, and take advantage of innovative ECM and taxonomy features available in this powerful platform.
Top industry experts and influencers Joel Oleson and Tom Castiglia from Hershey Technologies will explain best practices to plan and implement a successful ECM content migration to Microsoft SharePoint. Join us on June 4th to learn about:
• Using ECM and taxonomy related features in SharePoint 2010 and 2013
• Reasons to migrate content to SharePoint (as well as reasons not to migrate!)
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Case Study: A Complex SharePoint Migration
1. Online Conference
June 17th and 18th 2015
WWW.SPBIZCONF.COM
Case Study:
A Complex On-Premises SharePoint Migration
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Matthew J. Bailey
MCT, MCSE, Independent Contractor
Email : sharepointmatthew@gmail.com
Twitter : @matthewjbailey1
Website : http://www.matthewjbailey.com
LinkedIn :
http://www.linkedin.com/in/matthewjbailey1
I consider myself a “SharePoint All-Rounder”. My job tasks have varied and
included Administration, Development, Training, Analysis, UAT and Project
Management. My job changes often but it keeps things interesting!
Currently, I am a MCT (Microsoft Certified Trainer) & MCSE (Microsoft
Certified Systems Engineer) in SharePoint. I have worked with SharePoint for
almost seven years. I don’t like to use the word “expert” but I have a fair
amount of knowledge with the technology and currently use it daily in my
career.
If I don’t know an answer to one of your questions, I will try to find it out or
point you in the right direction!
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Before I Begin - Thanks To…
Although I worked hundreds of hours on this
project, it absolutely would not have been
successful without the help of others too.
Special thanks go out to:
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Before I Begin - Thanks To…
• The engineers at our new hosting provider
• The internal network & infrastructure teams at the
company
• My previous supervisor who helped me push the project
through the "red tape" and get the project approved
• Trevor Seward (MVP) / Independent consultant who
helped troubleshoot claims issues.
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Agenda & My Role in Project
1. Business Case
2.Project Plan Creation
3.Technical Migration Phases
a. Phase 1
b. Phase 2
c. Phase 3
4.Final Testing & Launch
5.Case Study Review, Rewards & Lessons Learned
•
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Business Case Summary
• The current infrastructure setup is not working well
• Staff changes, budgets, organizational restructuring and
insufficient resources have occurred
• Dedicated staff and centralized hosting location are
needed
• Marketing (whom controls the site) needs full
transparency into the platform
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Business Case Summary (cont.)
In other words, things aren't working the way they are now
so let's grab all the servers and move them to our own host
where we can control everything
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Existing SharePoint Environment
A previously developed & architected SharePoint
environment consisting of:
– 3 SharePoint farms (authoring, staging, production)
– 1 AD domain
– 1 Forest
– 2 AD Domain Controllers
– 1 SQL Server
– 12 SharePoint servers (mixture of WFE & application)
– 3 web applications in each farm
– 18 language packs
– SharePoint 2010 Enterprise SP1, SQL 2008 Enterprise, Windows 2008 R2
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Existing SharePoint Environment (2)
Additional notes:
• The environment has had multiple consulting companies &
employees who no longer work for the company develop
and manage it. It is now being inherited by the Marketing
department and newly hired employees dedicated to
working with these applications (myself being one of these
people).
• There is a development environment , however it was
separate & not part of this project.
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Existing SharePoint Environment (3A)
1. A public/internet facing SharePoint 2010 site in 18 languages with
publishing, several custom features and .wsp files. Functionality includes:
• Content deployment to keep servers in sync between environments,
shared managed metadata service
• Custom built workflows for multi-author publishing, many custom web
parts to provide advanced lookups and data pulls similar to that of a
CQWP, custom page layouts for visual effects, slideshows and video
• An Active Directory trust to enable single sign on capabilities for
content authors
• Customized web parts and page layouts to accommodate country
specific requirements for sub-sites written in non-English languages
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Existing SharePoint Environment (3B)
2. An extranet for partners of our organization. This includes:
• Required authentication via FBA (Forms Based
Authentication), LDAP, Secure Token Service & claims
• Extremely detailed levels of item specific permissions for
content based on login identity, custom developed
management portal to allow creation and management of
partner accounts
• A pricing task that imports information from another
computer system and is modified and imported into the
extranet
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Issues with Existing Environment (a)
Overcome Current Hosting Provider's Constraints
• Production environment has single points of failure (i.e., only one SQL server)
• Staging environment is rarely used yet has excessive resources that could be applied to
production or eliminated to reduce cost
• The current hosting provider appears to have only one SharePoint specialist on duty and
has restricted hours of 9am to 6PM EST. This has limited us to when we can deploy
changes and must be done during business hours affecting user’s ability to perform work.
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Issues with Existing Environment (b)
Overcome Current Hosting Provider's Constraints (continued)
• No advanced monitoring software for hardware issues and site outages (they do have
basic). This has caused hardware and web page issues taking more time then needed to
resolve.
• Security lockdown (beyond reasonable security concern lock outs) that prohibit us from
viewing server OS based reports (i.e., Windows Event Log, CPU usage, etc.)
• Inability to install troubleshooting software on the current hosting provider's servers
without paying a fee for evaluation of the software first.
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Issues with Existing Environment (c)
Resolve internal support issues
• Security lockdowns that cause excessive time to troubleshoot and deploy changes
• Lack of standards on what is and is not allowed to be completed and of transparency on
why errors, issues and limitations occur
Resolve non-unified environments issues
• Keeping Term Store in sync due to firewall / network issues & allowing users to make Term
Store changes
• Quickly obtaining copies of databases for backup and restores due to size and time
needed to upload to a place that is shared so we may obtain the db copy
• Time delays in troubleshooting Content Deployment issues easily as we have to make
formal requests to 2 different environments to obtain logs to investigate issues
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New Vendor Requirements (1)
Infrastructure
• The provider must be able to offer a multi layer disaster recovery and site outage
replacement plan including solutions for short term outages, mid term outages and total
losses of website and data.
• The provider must provide an advanced outage process and notification system that
includes both hardware, software and web server features to shorten the period of
outages.
• The new provider must provide monitoring services to suggest alterations and correct
performance issues on the servers.
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New Vendor Requirements (2)
Services & Support / ROI
• The provider must allow code based changes and deployments to be made during non
working hours to avoid constant interruptions to employee’s work and provide the ability
for us to deploy solutions more than once a month due to massive backlog of projects.
• The provider must have multiple layers and a larger team of expertise, experience &
consultation services that have worked with other mid to large sized customized
corporate SharePoint environments.
• The new selection must reduce the amount of time it takes to document, plan,
troubleshoot and deploy even basic changes. It should allow for less people to be
involved in the process full process of build to deploy.
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New Vendor Requirements (3)
SLA
• The provider must have a minimum of a 99% uptime guarantee.
• The provider must have a hardware outage replacement guarantee of less than 4 hours.
• The provider must have competent & conscious staffing available 24/7 in case issues
arise.
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Architectural Changes
Infrastructure
Although the temptation was great due to many challenges with the current architecture, we chose
not to attempt to redesign and re-architect the system at the same time of migrating it due to the
high level of risk involved. However, we have made some improvements to create a more stable,
better performing & fault tolerant environment. This includes:
• Current environment only has one SQL server per farm which creates a single point of
failure for environment. The new environment will have a virtualized SQL cluster with an
active/passive failover sequence. *NOTE: It is not recommended to virtualize your SQL
servers unless you have extremely powerful hardware to run them on, in this case we did.
• Current environment did not have a dedicated, hardware based load balancer. New
environment will.
• New environment will have faster servers, more space, more CPUs and more memory.
• Our staging environment was used very little and we decided to lessen the number of
SharePoint servers on this farm to give our production environment more resources.
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Project Plan Creation
Our project plan needs to be extremely detailed and take into consideration:
• Migrating Data (all SharePoint databases and other files on OS)
• Installing Software
– Exact version match on SQL, SP, Windows
– Language packs
– AD trust
• Setting up Hardware (deciding which servers will be on which Hypervisors so
that the servers are evenly balanced across the 4 physical boxes)
• Our company's business needs, exceptions and all stakeholders involved with
the project as well as their availability and potential conflicts
• Emergency backup plans
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Project Plan Creation - Hardware
• New DAS (Direct-attached storage)
• 4 dedicated physical services (that will be virtualized to allow many
different servers to run), 64GB RAM each, 2 x 8 core CPUs each (16 cores
each total)
• F5 load balancer
• Cisco firewall
• Cisco VPN
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Project Plan Creation – Software
Since this will be a "one for one" migration and our expected outcome is to
have the same environment functioning in a different location, we want to
replicate the software versions identically to avoid any potential issues.
These include knowing and confirming:
• Exact version of Windows Server OS
• Exact features & roles enabled on each Windows Server
• Version of SQL Server
• Exact version numbers of SharePoint
• All language packs needed
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Project Plan Creation – Data/Code Migration
• Partner accounts in AD for extranet
• OS level files (i.e., DLL, .resx, web.config, etc.)
• Extracted .wsp files / features
• Content databases from SQL for all three web applications
• Custom Scheduled Tasks on Windows Server we created
• Managed metadata databases from SQL
• URL rewrite rules from IIS
Additional guidance and best practices regarding content migration from Microsoft:
http://technet.microsoft.com/en-us/library/cc287899(v=office.14).aspx
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Project Plan Creation – People & Company
• Find out when everyone will need time off to schedule around them
• Find out special events at your company (i.e., end of month lock ups for IT or end of quarter
earnings releases freeze periods for us, audit times, etc. , holidays, users in other countries so
their holidays are different than ours, conferences employees have to attend)
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Final Meeting Stakeholders Signoff
• We want to review and get everyone's agreement to our detailed project plan.
During our conference call with all stakeholders present, we reviewed the
spreadsheet below to confirm all timelines, tasks, risks, teams responsible for
each task and any other details.
Of course, even with the best of planning, things didn't go as hoped, but that's why
we are here today! What fun would a project be that didn't have any issues (and
why would we have jobs? grin).
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Emergency Backup Plan
• Our existing web host will still be active. Although the prices have dramatically
increased, not switching the DNS records over to our new hosting provider is an
option if we cannot get the environment working.
• Since we pursued a "phased" approach, we at least knew that some parts of the
website were working farm before the cutoff date. In this case, should it have
happened, we could have gone live with a "mostly working" site if it was
needed. Fortunately we did not encounter this situation.
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Technical Migration Phase Begins
Items to remember as we review the technical phase:
• Each company functions differently. Limited funds prevented expertise assistance being hired on to
ensure a smoother transition.
• A lot of learning on my part "happened along the way". Although there was a great deal of due
diligence done prior to migration beginning, there will always be the "I don't know what I don't know"
aspect of a project.
• I am human, some items may seem like an obvious red flag or could have had a simpler solution, but
everyone did the best they could with the budget and resources we had available.
• There will be a lot of information condensed into this presentation. We are covering 5 months of
technical work in a one hour review. It’s ok to come back to these slides later and review them!
• Since our previous host was managed at a far more restrictive manner, we did not have as much
insight as we thought in regards to trying to replicate some of the settings needed to configure at the
new hosting provider.
• Eventually, the project was completed successfully, it just had some bumps along the way and was still
very much worth the effort of going through.
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Technical Migration - Phase 1 (a)
• 3 week estimate from hosting provider was given to setup hardware environment & install
SharePoint per our specific needs for our "private cloud" or dedicated/managed
environment.
• Create web applications on SharePoint servers Deploy solution files we have as of that
date Use PS to extract all .wsp files from current environment
• Copy any .dll files or .resx files over & match up Timer Jobs - MANUAL PROCESS
• Attach / restore content databases (which may be a bit old), we have empty shell dbs now,
mount db, add service accounts to security & roles and Term Store files.
• We will bring over entire Term Store now and sync with the task instead of bringing over
the other part of the Term Store later for extranet (using PowerShell script)
• Run Test-SPContentDatabase to review potential errors
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Technical Migration - Phase 1 (b)
• Create service applications for web application (done as part of install by hosting provider)
• Compare Central Admin between 2 servers (existing and new)
• Compare Central Administration setup and config files for each web applications using text
comparison software
• Configure email on all servers & configure SMTP role in Windows Server
• Pass along software license numbers to new host (our company has an Enterprise
Licensing Agreement, licenses were already paid for)
• Configure State Service
• Create, start & restore managed metadata service
• Create the service using the same name as previous installation and restore MMS
database
• Configure search in Central Admin (using SharePoint 2010 so much of this was manual
work)
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Technical Migration - Phase 2
• Create VPN Tunnel from our company to new hosting provider
Delays starting to happen from the hardware replacement not having arrived and
configured at the hosting provider yet.
Lesson Learned: I contacted our account manager at the new hosting company to
inform them our management was growing concerned of the delays in our
environment setup (although, in my opinion there wasn't much on their part they
could do and they did not bill us for anything until our environment was up and
running).
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Technical Migration - Phase 2
• Work with Infrastructure & new hosting provider to establish One way
trust between our company and new host
After our hardware and delays started to happen and a couple of weeks had passed, it
was finally discovered that the name of the Active Directory domain & NetBIOS name
of, which was asked what to be by host, was the same name as our internal company
Active Directory domain name. It is not possible create a domain trust between two AD
domains that have the same name. It had been suggested that the hosting provider
just create 2 new AD VMs and rejoin them to the rest of the farm but the hosting
provider had seen previous issues with SharePoint not working after doing this, thus
the decision was made a completely new install of all software on all servers was
needed. All software had to be reinstalled from scratch on the entire environment with
a different AD domain / NetBIOS name at the hosting provider. Also, as with most
companies, the "blame game" started to occur.
!
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Technical Migration - Phase 2
Lesson Learned: Be willing to absorb a lot of other's frustration and keep pursuing
forward with the project. Don't disregard their opinions or comments but don't allow it
to become so negative that it just creates more issues with the project instead of
accepting responsibility and moving on.
If you are ever going to create a domain trust between AD servers, make sure they
never have the same NetBIOS name!
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Technical Migration - Phase 2
• Create detailed plan for AD trust
In response to the issue above and the realization that we were starting to have
challenges establishing an AD trust.
Lesson Learned: I needed to create a detailed plan & document trail to
help resolve the issue. I also contacted our account manager at the hosting
company to arrange a call with their engineers and ours to create a formal
plan on how we were going to clean up the situation and establish new
time lines. There should have also been a discussion prior to the project
starting about this with our Infrastructure team in more depth as in this
situation the previous host had performed more configuration than our
new host and there was more "as we go along" learning that created
delays.
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Technical Migration - Phase 2
• Obtain final copy of blog db from current hosting provider. Install CKS (codeplex blog project), restore content
database
• New hosting provider creates a secondary AD tree for Partners of new hosting provider who use the extranet
for FBA (our extranet was created to use FBA with LDAP and a separate OU in the AD domain at the hosting
provider. This kept our extranet users/external partners login identities completely separate from our own
internal company's AD domains and servers)
• Content freeze on our blogs for users (selected the web application of least impact to use as our first test)
• Run full search crawls & pretest all new hosting provider environments (will have some old data on it but most
functionality should be there)
• Install PDF Foxit filter, add file type in Central Admin (2010 task required)
• Import existing search suggestions / type-ahead from previous environment (New-
SPEnterpriseSearchLanguageResourcePhrase)
• Set Up term store sync process (we used a PowerShell script ran on a scheduled task that always ran before
the scheduled content deployment job of the day that exported our MMS databases from one server to
another. Content deployment jobs that run to another server where a term from the Term Store does not
exist will create the term with a new and different ID which will create issues the next time a job is ran)
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Technical Migration - Phase 2
• Ask current hosting provide for any final usage reports we may use (as we are not reimporting usage log databases to new
environment) - Just in case anyone wanted to know statistics from searches done on our website for analytics purposes as
after the migration was complete this data would no longer be available. Search query reports help us to determine when
we should create Best Bets to assist users (now referred to as promoted results in SharePoint 2013)
• CONTENT FREEZE - PUBLICWEBSITE.com & Term Store NO CHANGES - turn off CD, turn SQL databases for
PUBLICWEBSITE.com to read-only at current hosting provider / Shut off CD (may be turned back on after freeze for
emergencies maintain dual content entry)
• Obtain final set of databases, Term Store export and any other data from current hosting provider for PUBLICWEBSITE.com
(1st web application)
• Attach last/most updated content databases from authoring to new hosting provider servers
• Import final Term Store file to new hosting provider servers, re-verify web.config is the same at new hosting provider as it
was at current hosting provider
• Take VM snapshots for backup purposes (now that we achieved a working state that has relative purpose we want to be
able to revert back to it if needed)
• Make sure firewall rules are setup similar to current hosting provider (i.e. we had to make a special rule for one of our
customers in Canada to access our site)
• Configure Anonymous authentication, other zones and security similar to existing environment
• Make sure Central Admin has diagnostic logging and reporting functioning & analytics reports
40. WWW.SPBIZCONF.COM
Technical Migration - Phase 2
• Configure Blobcache, ULS and IIS logging to data drive (http://technet.microsoft.com/en-
us/library/cc770229(v=office.14).aspx)
• Make sure all .resx files are copied / match on ALL SharePoint servers (since we 18 different languages and
some custom alterations this was a needed step)
• Configure content deployment (add jobs, server names and extend timeout settings in config file and Central
Admin)
• Set up & test content deployment jobs
• Pretest mobile compatibility (we had a few mobile views that had been built with jQuery to be tested)
• Give infrastructure's team a list of DNS names that will need to be modified
Realization that the project timeline is in jeopardy and that even with everyone working extra time to
try and catch up, it is starting to appear that the current timelines may not be met
Meeting and agreement reached with stakeholders that the current timelines are not going to be
met. Extending project another month or two
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Technical Migration - Phase 3
Due to continued challenges, unavailability of resources and delays, our project plan has been
changed to launch all 3 web applications at the same time at our new host which differed from
our phased approach of launching each web application separately (in hopes of having less
issues). We were able to test everything at the new hosting provider using hosts file tricks and
such before we changed our DNS records.
Lesson Learned: "Agile" definitely has a new meaning to me at this point…lol. Being able to adapt to
change, especially when you cannot control the exterior factors affecting your project, is a necessary
skill.
As project timelines have changed, reorganizing availability with everyone involved for testing and
support needed to recompleted as well. Employee burn out and other work commitments start to
pull stakeholder's full attention away from project.
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Technical Migration - Phase 3
Realization that our internal networking IP schemes and how our new host had configured their IP schemes were quite
different. Our internal network relies heavily on NAT IPs. The new host had assigned all public IP addresses to our hardware
and needed now to have NAT IP addressing configured
Lesson Learned: We should have included an IP mapping plan and requirements for IP security architecture section to our project
plan.
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Technical Migration - Phase 3
• Create service applications for web application including STS (secure token service). Ensure the token in
the web.config is the same from previous environment.
Employee on Infrastructure team leaves company. VPN tunnel & AD trust project comes to a
halt. Time to pull another resource from the Infrastructure team and bring them up to speed on
the project is needed.
• Configure search (not sure if each box has be done individually or not)
Our extranet has SSL, this creates a unique configuration for our search crawl to use a different
port. The hosting provider recommends we use a different port for this crawl or it will not work.
Our internal IT team wasn't in agreement, however we proceeded with suggestion and search
worked (mostly)
Lessons Learned: Research special issues that are going to occur with SharePoint in SSL situations.
Understand, once again, IT architecture is an "art" not a "science" and that some people may
recommending doing things differently than others.
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UAT - Final Testing & Launch
• UAT Scripts for all content authors must be completed
• Technical review of Central Admin and other "daily IT duties" performed by administrator (myself) & developer
• Pretest all functionality on the extranet (email sending, downloads, new users, logging in as customer or employee)
• Notify Infrastructure's team and make appointment for DNS changeover and testing next week
• Pretest load balancing with scripts
• Infrastructure's team does security test on extranet (2 days)
• FINAL STEP: Have IP addresses (mail servers, RDP) and DNS routing changed for domains and other related URLs to
propogate new IP around the globe
After Launch
• Ask user's to do a bit of retesting the following Monday when they come back into work, remove content freeze and
allow users to return to their normal work
• The extranet launches at new hosting provider
• Make sure Google Analytics is still functioning as normal for web properties (I don't believe there should be impact but
would like to verify)
• Take snapshots for backup reasons (as long you have the disk space! although some systems will retain delta changes of
snapshots and this can slow down your server)
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FINALLY!!!! – The Payoff
• Between $55k – $100k annual savings from previous host’s billing compared with new host
• 40X Increase GB Increase in storage
• 95% reduction in ability to deploy urgent code & server (72 hour minimum mandated wait vs.
approximately 3 hours) (sometimes longer depending on approvals from hosting company
needed)
• 80% decrease in time to turn around medium priority requests
• 3% increase in business hours uptime
• Change in ability to solve P1 (critical outage) issues
• 15 minute maximum of notice of soft or hard failures on server - Better monitoring scraping
• Database failover no single point of failure
• 8.2 % reduction in Average Page Load Times
• 34.9% reduction in Server Response Times
•
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Lessons Learned
What did we do well?
• The shared project tracking list with daily updates for all stakeholders to view gave everyone a sense that the project
was not being neglected, problems were being worked on and no one was left in the dark about issues that were
occurring.
• Even though our project plan wasn't perfect, the easy to read color coded team assignment format made it easy for
each team to understand their tasks.
What could we have done better / didn't work so well?
• The project went over budget and time by approximately 60 days. This incurred an extra expense of approximately
$12k that was needed to be paid to the current host that had not been expected.
• Understanding the depth of your own infrastructure and things you don't know. My learning experience of how
network configuration at every company can be so different and come from years of multiple persons working at that
company who have come and gone leaves room for many surprises.
• Don't be afraid to ask people involved doing tasks you are not familiar with to create a document on how they will be
doing it. This could spark a conversation far sooner about needing help or a lack of knowledge rather than having it
unfold as things progress.
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Lessons Learned - Continued
What have we learned ?
• When many people are involved, and responsibilities shift, go out of your way to get the same person and continue to
persist on them working on that task.
• Infrastructure is more of an art than a science.
• Never try to create an AD trust between to environments with the same NetBIOS name.
• If we had known that creation of the AD trust would have caused so many challenges and such an amount of delay,
we probably would have stopped to do an actual evaluation on the usability of the site running 100% independently
from our internal organization. Our company does not have a very large number of users that need to actually
authenticate to the environment since it is mostly used as an informational source as an internet & extranet site.
• Unexpected delays from hardware and networking that is beyond your control can always pop-up.
• NAT IP addressing & VPN tunnels are quite a bit to learn for someone unfamiliar with this.
• Always prepare to be agile for the “What you don’t know you don’t know” such as employee turnover, company
changes, staffing and technical challenges. You can never have too many backup plans or prepare too much (IMHO).
Title: Case Study: A Complex On-Premises SharePoint Migration
Today’s session is about:
A real life scenario of moving a highly customized 3 farm SharePoint internet/extranet to a new hosting provider. In this session, we will walk through the trials and tribulations of evaluating hosting providers, getting management on board and the highly technical rebuilding of heavily programmed SharePoint farms with AD trusts, FBA and custom solutions at a new hosting provider. In addition to a successful project completion, learn how we also saved money, improved fault tolerance and increased availability for the system.
This topic will be:
helpful to those who might be presented with the task of migrating a large, complex SharePoint environment and will delve into many different items that a person should include in their project plan.
The features we will review will include:
The majority of a complex SharePoint 2010 farm
Related technologies SharePoint needs to function (such as SQL, AD trusts, FBA and more)
Tasks required to manage a successful project
Human capital and employee management related items
After attending this session, you should be able to have an idea of how much work, planning and collaboration will be needed to ensure a successful SharePoint migration.
Audience Level
Advanced
Target Audience
This session will be most helpful to administrators or IT managers who are considering a complex SharePoint migration project.
Title: Case Study: A Complex On-Premises SharePoint Migration (session 2)
Abstract
Based on blog post. On premise 6 month experience. http://www.matthewjbailey.com/case-study-complex-sharepoint-migration/
Why is this topic of interest to the attendees?
Features Covered
Session Objectives
Audience Level
Target Audience
My anticipated role in this project: Initiating the project as a solution to existing challenges with my job. Managing the overall project's success. Assisting with software migration and configuration. Planning & documenting the new environment's backup & DR plan. Testing and working with stakeholders to ensure final UAT is completed and the project is successfully launched.
What my role ended up being: To quote Keith Urban - "A Little Bit of Everything"
Due to changes in staff, budgets, organizational restructuring and insufficient resources, the need to alter the method of management for the public facing web properties of our company has changed. These properties require a dedicated staff who will need to adapt to an agile methodology of managing, upgrading, developing and supporting our public websites. The current hosts for the public facing web properties are split between the internal IT department and a managed hosting provider.
The lack of visibility, flexibility and functional ability created from this hosting configuration and existing contractual agreements would be best resolved by consolidating the web hosting to a single, new managed hosting provider. This would allow the public facing web properties to reside in a centralized location that will also allow the new dedicated staff to support the agile business needs of the Marketing department and company as a whole.
Consisted of 3 separate web applications in each environment.
Consisted of 3 separate web applications in each environment.
Consisted of 3 separate web applications in each environment.
The lesson to be learned from this screen shot is that I had no idea how many different servers our internal company had, how many different domain controllers were in place and how many DNS records that the infrastructure team had to manage. Creating an AD trust to our new SharePoint host was much more difficult that I had initially bargained for.