The document discusses 11 strategic considerations for SharePoint migrations. It begins with introducing the author and their background experience with SharePoint migrations. Then it discusses the importance of focusing migrations on planning rather than just the technical aspects. The main part of the document outlines 11 strategies that should be considered as part of migration planning, including understanding current and target environments, conducting capacity planning, understanding customizations, migration schedules, types of migrations, file shares, metadata, centralized vs decentralized environments, staging platforms, user involvement, and determining migration success.
Successful SharePoint migrations have more to do with pre-planning than the technical migration itself. This presentation outlines the success factors for planning and executing a successful migration.
MeasureWorks - Velocity Conference Europe 2012 - a Web Performance dashboard ...MeasureWorks
For the Velocity Conference Europe 2012 workshop day this presentation is about the essentials for creation and building a Web Performance dashboard. This with ultimate goal of providing the audience a framework for designing and building a web performance dashboard. The session will cover the following 3 items:
Design guidelines: What defines a web performance dashboard? How to make sure it’s actionable and for people to actually use it on day to day basis?
Data collection: Why performance data? The various ways there are to collect data (e.g. synthetic versus RUM data, Webpagetest, Mobile) and how to correlate the different types of data and tools
Building the dashboard: How to build the actual dashboard, providing an overview of the tools/techniques used
At the end of the workshop you will be able to design and build your own dashboard based on the framework provided, or to optimize the current dashboards within your organization.
The world of corporate learning is moving toward the 70+20+10% model. This suggests about 70% of learning happens on the job, 20% via feedback from colleagues and peers and 10% in formal training. SharePoint is one of the key enablers of this move, with its widespread use for blogging, wikis and document repositories. Assessments (quizzes, surveys, tests and exams) are a critical part of learning—helping diagnose what you need to learn, giving feedback on learning, measuring and reinforcing what you have learned. Assessments are also useful in SharePoint for those using it for more formal training and also to keep track of compliance with regulations within SharePoint.
Don’t let your training fall off of a cliffSYMBIONT, INC.
Many companies have become more entrenched against the use of My Sites for fear that proprietary information will be leaked; employees will spend their time chatting instead of working; or there will be legal consequences for inappropriate information being exchanged or shared.
Using a Leadership Development example, we will focus on how My Sites can provide a competitive edge through resource location, knowledge sharing, and business process improvement. You will also learn how with “directed play” these connections can be used to enhance the training evolution.
Join us for this TrainingIndustry.com webinar, sponsored by GP Strategies, and at the end of the session you will see that SharePoint and its social networking features within the platform are actually powerful tools that can and should be utilized to your organization’s advantage.
Lessons:
•My Sites can be a vital tool in curriculum development toolbox
•Social networking isn't a choice any longer— it’s how we learn today
•In order to succeed, your company has to be connected internally
Presentation to the 15 October 2009 SharePoint Conference organised by TFPL.
The presentation looks at the different ways that Higher Education Institutions have used SharePoint, and showcases a diverse range of viewpoints on SharePoint from people in the sector.
The presentation includes some unpublished quotes from Northumbria University's research project into the Usage of SharePoint in Higher Education.
10 Best SharePoint Features You’ve Never Used (But Should)Christian Buckley
A walk through of the advances made in the SharePoint 2010 platform from earlier versions, as well as a list of 10 out of the box features that most end users are not using, but should. From a webinar given on 6-5-2012
Successful SharePoint migrations have more to do with pre-planning than the technical migration itself. This presentation outlines the success factors for planning and executing a successful migration.
MeasureWorks - Velocity Conference Europe 2012 - a Web Performance dashboard ...MeasureWorks
For the Velocity Conference Europe 2012 workshop day this presentation is about the essentials for creation and building a Web Performance dashboard. This with ultimate goal of providing the audience a framework for designing and building a web performance dashboard. The session will cover the following 3 items:
Design guidelines: What defines a web performance dashboard? How to make sure it’s actionable and for people to actually use it on day to day basis?
Data collection: Why performance data? The various ways there are to collect data (e.g. synthetic versus RUM data, Webpagetest, Mobile) and how to correlate the different types of data and tools
Building the dashboard: How to build the actual dashboard, providing an overview of the tools/techniques used
At the end of the workshop you will be able to design and build your own dashboard based on the framework provided, or to optimize the current dashboards within your organization.
The world of corporate learning is moving toward the 70+20+10% model. This suggests about 70% of learning happens on the job, 20% via feedback from colleagues and peers and 10% in formal training. SharePoint is one of the key enablers of this move, with its widespread use for blogging, wikis and document repositories. Assessments (quizzes, surveys, tests and exams) are a critical part of learning—helping diagnose what you need to learn, giving feedback on learning, measuring and reinforcing what you have learned. Assessments are also useful in SharePoint for those using it for more formal training and also to keep track of compliance with regulations within SharePoint.
Don’t let your training fall off of a cliffSYMBIONT, INC.
Many companies have become more entrenched against the use of My Sites for fear that proprietary information will be leaked; employees will spend their time chatting instead of working; or there will be legal consequences for inappropriate information being exchanged or shared.
Using a Leadership Development example, we will focus on how My Sites can provide a competitive edge through resource location, knowledge sharing, and business process improvement. You will also learn how with “directed play” these connections can be used to enhance the training evolution.
Join us for this TrainingIndustry.com webinar, sponsored by GP Strategies, and at the end of the session you will see that SharePoint and its social networking features within the platform are actually powerful tools that can and should be utilized to your organization’s advantage.
Lessons:
•My Sites can be a vital tool in curriculum development toolbox
•Social networking isn't a choice any longer— it’s how we learn today
•In order to succeed, your company has to be connected internally
Presentation to the 15 October 2009 SharePoint Conference organised by TFPL.
The presentation looks at the different ways that Higher Education Institutions have used SharePoint, and showcases a diverse range of viewpoints on SharePoint from people in the sector.
The presentation includes some unpublished quotes from Northumbria University's research project into the Usage of SharePoint in Higher Education.
10 Best SharePoint Features You’ve Never Used (But Should)Christian Buckley
A walk through of the advances made in the SharePoint 2010 platform from earlier versions, as well as a list of 10 out of the box features that most end users are not using, but should. From a webinar given on 6-5-2012
Migration is a roadblock to moving forward with your SharePoint strategy. Migration is phased, iterative, and error prone. But migration itself is not the goal – an optimized and user-friendly environment is your goal. Beyond the Microsoft-provided overview of how to plan for an upgrade and migration, there is a lot of room for error. This presentation outlines 11 critical strategies for migration planning that no project should move forward without. (based on article published in ECM Connections 11/2/2010) Attendees will walk away with a detailed action plan for their migrations to SharePoint 2010.
SharePoint 2013 Migration - Your 5 Rules for SuccessChristian Buckley
An overview of SharePoint 2013, and best practices for organizing and orchestrating your migration to the latest version of SharePoint -- whether on prem, in the cloud, or a hybrid. Includes a quick overview of PointBeyond's migration planning services.
11 Strategic Considerations for SharePoint Migration, presentation given by Christian Buckley at the SharePoint Best Practices Conference in August 2010, Reston VA
11 areas that you should have baked into your migration plans. In this vendor session at SPS San Diego, I also gave a 20 minute demo of Davinci Migrator for SharePoint 2010.
11 Strategic Considerations for SharePoint MigrationsChristian Buckley
Presentation given 9/11/2010 at SharePoint Saturday East Bay in San Ramon, California.
The majority of a migration effort has nothing to do with the actual technical move of content and bits, but is a planning activity. This presentation walks through 11 areas of focus, sharing best practices.
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
What You Need to Know Before Upgrading to SharePoint 2013Perficient, Inc.
Ready to join the SharePoint 2013 revolution but not sure what is involved? Are you in the middle of a migration that is behind schedule? This presentation walks you through general guidelines and common pitfalls to avoid so your transition to SharePoint 2013 will be successful.
Speaker Suzanne George discusses tips and tricks to ensure a successful SharePoint 2013 implementation and describe common mistakes that organizations make during the transition.
Whether you are in the middle of migrating to SharePoint 2013 or you are just thinking about implementation, this session will give you tools that will help you successfully deploy SharePoint within your organization.
Presenter Suzanne George, MCTS, is a Senior Technical Architect a Perficient. She has developed, administered, and architected website applications since 1995 and has worked with top 100 companies such as Netscape, AOL, Sun Microsystems, and Verio. Her experience includes custom applications and SharePoint integration with applications such as ESRI, Deltek Accounting Software, and SAP. Suzanne sits on the MSL IT Manager Advisory Council, was a contributing author for SharePoint 2010 Administrators and presents at SharePoint Saturdays around the country.
SharePoint migrations rarely turn out as you plan them. They are sometimes risky and too often take longer than planned. Over the last 10 years of migrating from SharePoint 2003, 2007, 2010 to the latest versions of SharePoint/Office 365 we’ve seen a consistent theme -- organizations underestimate the complexity and level of effort required for a successful, smooth migration.
Whether you are planning to complete your own migration, or engaging a vendor to assist, this webinar will discuss precautions you can take to avoid the slippery slope experienced in SharePoint migrations.
Join Jill Hannemann, Adam Levithan and our special guest Ryan Tully from Metalogix as they:
- Go through the assessment steps to understand the full landscape of your existing SharePoint environment
- Review methodologies for moving content from one environment to the next
- Outline precautions you should take in migrating to either SharePoint 2013 on-premise or online
SharePoint migrations rarely turn out as you plan them. They are sometimes risky and too often take longer than planned. Over the last 10 years of migrating from SharePoint 2003, 2007, 2010 to the latest versions of SharePoint/Office 365 we’ve seen a consistent theme -- organizations underestimate the complexity and level of effort required for a successful, smooth migration.
Whether you are planning to complete your own migration, or engaging a vendor to assist, this webinar will discuss precautions you can take to avoid the slippery slope experienced in SharePoint migrations.
The Connection Between Metadata, Social Tools, and Personal ProductivityChristian Buckley
Showing the links between metadata and taxonomy, social, and productivity in SharePoint. Presented at the Australian and New Zealand SharePoint Conferences, and again at SPTechCon San Francisco 2013.
Are you ready to move to a new CMS, but unsure how you're going to migrate your content?
You know that you’re bound to run into issues associated with the migration of your site content, templates, and other assets from one platform to another and have questions of how to plan out a successful migration. Here are a few tips to help you prepare your site to make your migration as smooth as possible.
View the entire webinar at https://www.youtube.com/watch?v=XCW7OMQptR0.
Presented by Blend Interactive (www.blendinteractive.com) and Siteport (www.siteport.net).
Most enterprises are trying to understand -- and roll out -- social capabilities across the enterprise, but many are concerned about the lack of governance controls for social activities in SharePoint and Yammer. This presentation helps set the stage for what is available out of the box, and what organizations should be thinking about to better govern their social deployments.
In this latest installment of the M365 Productivity Tips series from the January 21, 2023 M365 Twin Cities event (www.M365TC.com), Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft 365 productivity hints and tips.
Follow us on Twitter for future webinars and sessions where we'll share more great tips, and be sure to follow the CollabTalk YouTube channel at https://youtube.com/@buckleyplanet
Microsoft Teams is the fastest-growing product in Microsoft history, providing a powerful platform for collaboration and communication. However, because Teams was built on the backs of two leading workloads: SharePoint and Exchange, managing the security, compliance, and governance of Teams comes with some additional complexity. In this session, Christian walks through 10 essentials for effective Teams governance to help you 'know where to go' to meet your organizational requirements.
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Migration is a roadblock to moving forward with your SharePoint strategy. Migration is phased, iterative, and error prone. But migration itself is not the goal – an optimized and user-friendly environment is your goal. Beyond the Microsoft-provided overview of how to plan for an upgrade and migration, there is a lot of room for error. This presentation outlines 11 critical strategies for migration planning that no project should move forward without. (based on article published in ECM Connections 11/2/2010) Attendees will walk away with a detailed action plan for their migrations to SharePoint 2010.
SharePoint 2013 Migration - Your 5 Rules for SuccessChristian Buckley
An overview of SharePoint 2013, and best practices for organizing and orchestrating your migration to the latest version of SharePoint -- whether on prem, in the cloud, or a hybrid. Includes a quick overview of PointBeyond's migration planning services.
11 Strategic Considerations for SharePoint Migration, presentation given by Christian Buckley at the SharePoint Best Practices Conference in August 2010, Reston VA
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11 Strategic Considerations for SharePoint MigrationsChristian Buckley
Presentation given 9/11/2010 at SharePoint Saturday East Bay in San Ramon, California.
The majority of a migration effort has nothing to do with the actual technical move of content and bits, but is a planning activity. This presentation walks through 11 areas of focus, sharing best practices.
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
What You Need to Know Before Upgrading to SharePoint 2013Perficient, Inc.
Ready to join the SharePoint 2013 revolution but not sure what is involved? Are you in the middle of a migration that is behind schedule? This presentation walks you through general guidelines and common pitfalls to avoid so your transition to SharePoint 2013 will be successful.
Speaker Suzanne George discusses tips and tricks to ensure a successful SharePoint 2013 implementation and describe common mistakes that organizations make during the transition.
Whether you are in the middle of migrating to SharePoint 2013 or you are just thinking about implementation, this session will give you tools that will help you successfully deploy SharePoint within your organization.
Presenter Suzanne George, MCTS, is a Senior Technical Architect a Perficient. She has developed, administered, and architected website applications since 1995 and has worked with top 100 companies such as Netscape, AOL, Sun Microsystems, and Verio. Her experience includes custom applications and SharePoint integration with applications such as ESRI, Deltek Accounting Software, and SAP. Suzanne sits on the MSL IT Manager Advisory Council, was a contributing author for SharePoint 2010 Administrators and presents at SharePoint Saturdays around the country.
SharePoint migrations rarely turn out as you plan them. They are sometimes risky and too often take longer than planned. Over the last 10 years of migrating from SharePoint 2003, 2007, 2010 to the latest versions of SharePoint/Office 365 we’ve seen a consistent theme -- organizations underestimate the complexity and level of effort required for a successful, smooth migration.
Whether you are planning to complete your own migration, or engaging a vendor to assist, this webinar will discuss precautions you can take to avoid the slippery slope experienced in SharePoint migrations.
Join Jill Hannemann, Adam Levithan and our special guest Ryan Tully from Metalogix as they:
- Go through the assessment steps to understand the full landscape of your existing SharePoint environment
- Review methodologies for moving content from one environment to the next
- Outline precautions you should take in migrating to either SharePoint 2013 on-premise or online
SharePoint migrations rarely turn out as you plan them. They are sometimes risky and too often take longer than planned. Over the last 10 years of migrating from SharePoint 2003, 2007, 2010 to the latest versions of SharePoint/Office 365 we’ve seen a consistent theme -- organizations underestimate the complexity and level of effort required for a successful, smooth migration.
Whether you are planning to complete your own migration, or engaging a vendor to assist, this webinar will discuss precautions you can take to avoid the slippery slope experienced in SharePoint migrations.
The Connection Between Metadata, Social Tools, and Personal ProductivityChristian Buckley
Showing the links between metadata and taxonomy, social, and productivity in SharePoint. Presented at the Australian and New Zealand SharePoint Conferences, and again at SPTechCon San Francisco 2013.
Are you ready to move to a new CMS, but unsure how you're going to migrate your content?
You know that you’re bound to run into issues associated with the migration of your site content, templates, and other assets from one platform to another and have questions of how to plan out a successful migration. Here are a few tips to help you prepare your site to make your migration as smooth as possible.
View the entire webinar at https://www.youtube.com/watch?v=XCW7OMQptR0.
Presented by Blend Interactive (www.blendinteractive.com) and Siteport (www.siteport.net).
Most enterprises are trying to understand -- and roll out -- social capabilities across the enterprise, but many are concerned about the lack of governance controls for social activities in SharePoint and Yammer. This presentation helps set the stage for what is available out of the box, and what organizations should be thinking about to better govern their social deployments.
Similar to #EuropeanSP--11 Strategic Considerations for SharePoint Migrations (20)
In this latest installment of the M365 Productivity Tips series from the January 21, 2023 M365 Twin Cities event (www.M365TC.com), Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft 365 productivity hints and tips.
Follow us on Twitter for future webinars and sessions where we'll share more great tips, and be sure to follow the CollabTalk YouTube channel at https://youtube.com/@buckleyplanet
Microsoft Teams is the fastest-growing product in Microsoft history, providing a powerful platform for collaboration and communication. However, because Teams was built on the backs of two leading workloads: SharePoint and Exchange, managing the security, compliance, and governance of Teams comes with some additional complexity. In this session, Christian walks through 10 essentials for effective Teams governance to help you 'know where to go' to meet your organizational requirements.
Understanding the Culture of Collaboration in your OrganizationChristian Buckley
Presented at Commsverse 2022
When looking at the collaboration culture within your organization, there are three areas where you can focus: people, process, and technology. The number one mistake that organizations make is that we typically focus most of our time and attention on technology...and the least on people. In this session, we'll tackle the various collaboration "profiles" in modern work, and how we can better leverage our technology to drive better people outcomes.
20 Microsoft Teams Productivity Tips that You've Probably Never Used (But Sho...Christian Buckley
Presented at Commsverse 2022
In this fun and informative session, Microsoft RD & MVP Christian Buckley will share 20 of his favorite Microsoft Teams productivity tips, with a focus on personal productivity. While there may be a few you're currently using, attendees should walk away with at least 4 or 5 gems that can have an immediate impact on their own (and their team’s) productivity.
Presentation shared with the Melbourne Australia-based #M365 Adoption User Group on January 31st, 2022.
Abstract: As organizations investigate the Microsoft Viva offerings and begin to develop their own Employee Experience strategies, one common question is: What can I do today to prepare for these new solutions? In this session, we'll cover the 4 business areas of Microsoft Viva (Culture & Communications, Productivity & Wellbeing, Knowledge & Expertise, Skilling & Growth) and their current (pre-Viva deployment) state, and what can/should be done to prepare for Viva. In addition, we'll walk through the customer and partner resources available to organizations to help you develop a comprehensive strategy.
Presented on October 15, 2021 at the aMS Southeast Asia event (online) by Christian Buckley (@buckleyplanet), Microsoft MVP+RD and Microsoft GTM Director at AvePoint Inc.
Presented to the Minnesota Microsoft 365 User Group (https://mn365.org/) on June 14th, 2021 by Christian Buckley (@buckleyplanet) and Tom Duff (@duffbert), covering 20 of our favorite hints and tips for the M365 platform, including SharePoint, Teams, Outlook, OneNote, PowerPoint, and more!
20 M365 Productivity Tips That You've Probably Never Used (But Should)Christian Buckley
Sometimes you attend sessions that cover deep and complex topics that require a lot of attention, thought, and work on the part of the attendee… and then there is this one. Presented April 28th, 2021 as part of the M365 Virtual Marathon event.
In this fun and informative session, Microsoft MVP+RD Christian Buckley will present some of his favorite Microsoft 365 Productivity tips. The tips shared will focus on personal productivity, spanning the entire M365 platform (Yammer, SharePoint Online, Office ProPlus, etc).
Attendees should walk away with two or three gems that could change the way they work on a daily basis.
In this latest installment of the M365 Productivity Tips series, Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft Office and Office 365 productivity hints and tips, recorded December 29th, 2020 with participants voting on each round.
Follow us on Twitter for future webinars and sessions where we'll share more great tips, and be sure to follow the CollabTalk YouTube channel at https://youtube.com/c/collabtalk
In this latest installment of the M365 Productivity Tips series, Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft Office and Office 365 productivity hints and tips, recorded November 24th, 2020 with participants voting on each round.
Follow us on Twitter for future webinars and sessions where we'll share more great tips, and be sure to follow the CollabTalk YouTube channel at https://youtube.com/c/collabtalk
Microsoft RD and MVP Christian Buckley (@buckleyplanet) and Tom Duff (@duffbert) go head-to-head to share some of their favorite Microsoft Office and Office 365 productivity tips. Captured on October 27th, 2020 as a CollabTalk webinar, and part of our ongoing productivity series.
20 Microsoft 365 Productivity Tips That You've Probably Never Used (But Should)Christian Buckley
20 of my favorite Microsoft 365 productivity tips across multiple workloads, providing a variety of individual and team benefits. Presented at the North American Collab Summit (#collabsummit) in Branson, MO on September 29th, 2020. This is a collection of hints & tips presented by Microsoft RD+MVP Christian Buckley (@buckleyplanet) and Tom Duff (@duffbert) as a part of the M365 Productivity Tips webinar series, which you can find at https://youtube.com/c/collabtalk/
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A research-based practice development playbook and resource set to help Microsoft partners recruit and retain a more diverse workforce. Authored by Barb Levisay, with research conducted by CollabTalk LLC and the BYU Marriott School of Management and commissioned by Hewlett-Packard Enterprise, Tech Data, and Microsoft.
You can find additional CollabTalk research links and downloads at https://www.buckleyplanet.com/2019/12/collabtalk-research-link-list.html
In this latest installment of the M365 Productivity Tips series, Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft Office and Office 365 productivity hints and tips, recorded June 23rd, 2020 with viewers voting on each round.
Follow us on Twitter for future webinars and sessions where we'll share more great tips, and be sure to follow the CollabTalk YouTube channel at https://youtube.com/c/collabtalk
20 More Tips to Improve Productivity with Microsoft TeamsChristian Buckley
Presentation delivered via webinar on June 18th, 2020 by Russ Basiura (@russbasiura), a Microsoft Teams Evangelist at Accel365, and Christian Buckley (@buckleyplanet) a Microsoft MVP and Regional Director and the Founder of CollabTalk LLC. In this session, we share another 20 of our favorite productivity tips to help you get more out of the #MicrosoftTeams platform, adding onto the 20 tips we provided in another session in May.
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Presentation from the Microsoft 365 Virtual Summit on May 28th, 2020. This was a collection of tips gathered through my ongoing webinar series with Tom Duff (@duffbert), which you can find out about at https://www.buckleyplanet.com/2019/03/o365-productivity-tips-links.html
2. My Background
Christian Buckley, Director of Product Evangelism at Axceler
• Most recently at Microsoft
• Microsoft Managed Services (now BPOS-Dedicated)
• Advertising Operations, ad platform API program
• Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid
technology spaces focusing on collaboration
• Co-founded and sold a collaboration software company to Rational Software. Also co-authored
3 books on software configuration management and defect tracking for Rational and IBM
• At another startup (E2open), helped design, build, and deploy a
SharePoint-like collaboration platform (Collaboration Manager), managing
deployment teams to onboard numerous high-tech manufacturing companies,
including Hitachi, Matsushita, Seagate, Nortel, Sony, and Cisco
• I live in a small town just east of Seattle, have a daughter in college and 3 boys at home
3. Axceler Overview
• Improving Collaboration for 16+ Years
– Mission: To enable enterprises to simplify, optimize, and
secure their collaborative platforms
– Delivered award-winning administration and migration
software since 1994
– Over 2,000 global customers
• Dramatically improve the management
of SharePoint
– Innovative products that improve security, scalability,
reliability, “deployability”
– Making IT more effective and efficient and lower the total
cost of ownership
• Focus on solving specific SharePoint problems
(Administration & Migration)
– Coach enterprises on SharePoint best practices
– Give administrators the most innovative tools available
– Anticipate customers’ needs
– Deliver best of breed offerings
– Stay in lock step with SharePoint development and market trends
4. Why is this presentation important?
• Most content focused on the technical aspects of migration
• Migrations are not so much about the technical act of moving
the data (although very important), but more about the planning
that goes into preparing for the migration
Email Cell Twitter Blog
7. This is your technical
migration, i.e. the
physical move of
content and “bits”
Email Cell Twitter Blog
cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
8. This is the bulk of your
migration – the planning,
reorganization, and
transformation of your
legacy SharePoint
environment
10/19/2011 8
9. What is migration?
• Microsoft defines migration as three separate activities:
Move Migrate Upgrade
• Use the procedures for • Use the procedures for • Use the procedures for
moving a farm or migrating a farm or upgrading a farm or
components when you components when you components when you
are changing to different are changing to a are changing to a
hardware. For example, different platform or different version of
use these procedures if operating system. For Office SharePoint Server
you move to computers example, use these 2007.
that have faster procedures if you
processors or larger hard change from Microsoft
disks. SQL Server 2005 to SQL
Server 2008.
• The reality is that a single migration may include
all three concepts
11. Why migrations are difficult:
Migrations Migrations Migrations are Migrations are
are phased are iterative error prone not the end goal
• How and what you • Your planning should not • There is no “easy” button • Proper planning and
migrate should not be be limited by the number for migration. You can run change management
determined by the of migration attempts you a dozen pre-migration policies will help you to be
technology you use – it’s make, or by the volume of checks and still run into successful with your
about matching the needs content being moved. A problems. Admins and end current and future
and timing of your content healthy migration users do things that are migrations. The goals
owners and teams. A recognizes the need to not “by the book.” should be a stable
migration should be test the waters, to move Customizations. Third environment, relevant
flexible, moving sites and sites, content and party tools. Line of metadata, discoverable
content based on end user customizations in waves, business applications that content, and happy end
needs, not the limitations allowing users to test and run under the radar. users.
of the technology. provide feedback.
13. Email Cell Twitter Blog
cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
14. Email Cell Twitter Blog
cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
15. Email Cell Twitter Blog
cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
16. For more information
• Contact me at
– Christian Buckley, cbuck@axceler.com, 425-246-2823
– On Twitter at @buckleyplanet
• Resources available from Axceler.com
– White papers
• Mastering SharePoint Migration Planning
• The Insider’s Guide to Upgrading to SharePoint 2010
• What to Look for in a SharePoint Management Tool
• The Five Secrets to Controlling Your
SharePoint Environment
– Tools
• ReadyPoint (free)
• Davinci Migrator
• echo for SharePoint 2007
17. Email Cell Twitter Blog
cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
18. 11 strategies you should
consider as part of your
migration planning
1. Understand the as-is and to-be environments
2. Conduct proper capacity planning
3. Understand the customizations on your source system
4. Understand the migration schedule
5. Plan for the right kind of migration
6. Plan for file shares
7. Plan for tagging, metadata, and taxonomy
8. Understand centrally managed and decentralized environments
9. Stage your platform for migration
10. Decide where and when to involve the users
11. Determine that your migration is successful
19. Strategy #1:
Understand
as-is and to-be
environments
Email Email Cell Twitter
Cell Twitter
Blog Blog
20. Strategy #1: Understand as-is
and to-be environments
A migration is an extensive business analyst activity
• Prior to any system redesign, understand your
environment
goals and purpose:
• What works
• What doesn’t work
• What are the organizational
“must have” requirements
• What are the “nice to
have” features
• Based on these requirements, you need to model out
the “to be” environment
21. The tendency is to jump to solutions
before you understand the problem
22. Strategy #1: Understand as-is
and to-be environments
• What is your goal?
• What is your mission statement
(Just kidding)
• What are you key use cases?
• What are your priorities?
23. Strategy #1: Understand as-is
and to-be environments
• Migration is about transforming
your existing system to meet
operational needs.
• It’s as much about retooling current sites and
content as it is about deploying new
technology
• Don’t just tear down and rebuild if there’s
something to be saved. Understand what you
have to work with, have a vision for what it
should look like, and move the pieces that
should be moved
25. Strategy #2: Conduct proper
capacity planning
• Understand your current environment:
• Number of users
• Number of sites
• Number of site collections
• Database size
• Geographical needs of your organization
(how many sites, what are their usage patterns)
• Line of business application integration
26. Strategy #2: Conduct proper
capacity planning
• Think about your future needs:
• User growth
• Estimates on site creation
• Estimates on database growth
• Security and Search needs
29. Strategy #3: Understand the
customizations on your source system
• Pre-Upgrade Check provides some of the analysis:
• Searches content sources and start addresses
• Outlines Office Server topology
• Identifies servers in the current farm
• Lists SharePoint version and list of components running in the farm
• Outlines supported upgrade types
• Provides Site Definition and Feature information
• Details language pack information
• Identifies Alternate Access Mappings that will need to be recreated
• Outlines Customized List Views (these will not be upgraded)
• Outlines Customized Field Types (these will not be upgraded)
• Identifies WSS Search topology
• Provides list of Content Databases and SQL server location
Joel Oleson, SharePoint 2010: Best Practices to Upgrade and Migrate
31. Strategy #3: Understand the
customizations on your source system
• What kinds of customizations are on your source system?
• UI design
• Web parts
• Workflows
• Line of business applications
• 3rd party tools
• Custom features
• Site definitions
• Field types
• Custom SharePoint solutions
• Any changes to the file system on your SharePoint servers
• Pre-Upgrade Check provides some of the analysis
• How many of those customizations are
outside of the SharePoint framework?
• Are there any customizations which can
be replaced by out-of-the-box functionality?
32. Strategy #4:
Understand the
migration schedule
10/19/2011 32
33. Strategy #4:
Understand the migration schedule
• What are the business drivers, not just the
technology drivers?
• Cost
• Time
• Resources/People
• Do you have a defined project methodology?
• How long per phase, what is moved,
what are the priorities?
• The schedule should be defined only after you understand the future state, set
priorities, and get management buy-in.
• In short, what is the scope?
34. Strategy #5:
Plan for the right
10/19/2011
kind of migration 34
35. Strategy #5:
Plan for the right kind of migration
• Does the migration plan include content, sites, metadata,
and/or solutions?
• Each one brings with it a set of requirements and decisions
• What is the end goal? Is it a straight dump of everything, and
you’ll clean up later, or do you need to restructure?
• Is your strategy the same for various organizations, different
site collections, or farms?
37. Strategy #6:
Plan for file shares
• Most file shares have become a dumping ground.
• Is the plan to move
as-is and
decommission old
systems, or is this a
clean up process?
• Are users driving, or is it an administrative effort?
• Are you planning to apply metadata and taxonomy?
38. Strategy #6:
Plan for file shares
• Understand what is
out there
• Who owns the content?
• Does it need to be moved?
• Does it need to be
indexed/searchable?
• Is the folder structure important?
• Do you need to maintain historic metadata?
39. Strategy #6:
Plan for file shares
• Users generally have three options:
• Move content, as-is, into SharePoint and clean up there
• Clean and organize content first, then move to a new structure in SharePoint
• Migrate content in waves, using the iterations to sort through and organize your content
while in transit, moving some content as-is, reorganizing and transforming others
• To be honest, option 3 is very difficult to manage in
SharePoint, but 3rd party tools do a great job here
40. Strategy #7:
Plan for
agging, metadata, an
d taxonomy
10/19/2011 40
41. Strategy #7: Plan for tagging,
metadata, and taxonomy
In Biology, taxonomy is the science dealing with the description, identification,
naming, and classification of organisms. “however, the term is now applied in a
wider, more general sense and now may refer to a classification of things, as well
as to the principles underlying such a classification.”
“Metadata provides context for data. Metadata is used to facilitate the
understanding, characteristics, and management usage of data. The metadata
required for effective data management varies with the type of data and context
of use.” Wikipedia.org
42. Strategy #7: Plan for tagging,
metadata, and taxonomy
Common Migraines
• Ad-hoc content migration leads to junk in portal
• Legacy content gets migrated slowly, if at all
• Inconsistent taxonomy across farms and site collections
• People author locally - multiplies problems globally
• Authors don’t apply metadata= “shotgun” approach to search OR Authors
apply metadata without common classification = better search, but worse
authoring experience
• Portal lacks high fidelity search
• User can’t find the right content
• As a result, poor portal adoption and low user satisfaction
43. Strategy #7: Plan for tagging,
metadata, and taxonomy
• What is your broader Managed
Metadata
strategy for tagging, Service
metadata and taxonomy?
• Map out your high level Term
taxonomy (web applications Stores
and site collections) and
schemas (Content Types)
Improved
• Understand the as-is and to- Governance
be, and how it relates to
your metadata
44. Strategy #7: Plan for tagging,
metadata, and taxonomy
• Map out your high level taxonomy (web applications and site
collections) and schemas (Content Types)
• Understand the as-is and to-be, and how it relates to your
metadata
• With Managed Metadata Service in 2010, it is critical that you
set up a governance model to guide this process, or it will
quickly get out of hand
46. Strategy #8: Understand centrally
managed and decentralized environments
CENTRALIZED DECENTRALIZED
• PROS • PROS
• Improves consistency • Requires no planning
• Reduces metadata duplication • Requires little upfront effort
• Easy to update • Works across site collections and portals
• Easy to support and train on • CONS
• Allows document-level • Decreases consistency
DIP, Workflow, Information Policies, and • Increases metadata duplication
document templates • Hard to update
• CONS • Hard to support and train on
• Requires planning • Only allows list-level Workflow, Information
• Requires upfront work Policies and document templates
• Hard to manage across site collections and • Difficult to reverse
portals
47. Strategy #8: Understand centrally
managed and decentralized environments
Do we lock
Do we deploy down team site
MySites? creation?
Do we implant
microchips in
their palms?
Common Topics around
Centralized /
Decentralized
48. Strategy #8: Understand centrally
managed and decentralized environments
• Use of services greatly improves concerns over the
decentralized model:
• Services can be centrally managed
• Sites and Site Collections can consume these services, within certain
boundaries
• You still need to understand the administrative impacts
• You need to clearly define roles and
service owners
• Define your governance model / change control board
49. Strategy #9:
Stage your
platform for
10/19/2011 migration 49
50. Strategy #9:
Stage your platform for migration
• Understanding your requirements:
• Hardware / software
• Network
• Virtual environments
• Hosting / datacenter
• Downtime / end user impacts
• Communication
• Location of your teams
• Backup/recovery
• Coordinate your planning with the operations team
52. Strategy #10:
Decide where and when to involve users
• This is the most fluid of the
strategic considerations, as it
really just depends
• At a high-level, end users who
participate in the creation of a
system are more likely to
accept / support that system
once deployed
53. Strategy #10:
Decide where and when to involve users
• Where end users should be involved:
• Creation of use cases
• Creation of as-is documentation
• Prioritization of requirements for to-be environment
• They know their content – let them drive
• File share migrations, or organization
• Taxonomy development
• Metadata assignment
• Signoff on overall project plan
54. Strategy #11:
Define what
success looks like
(probably not this)
10/19/2011 54
56. Strategy #11:
Define what success looks like
• Possible success metrics:
• Target number of end users migrated
• Target number of sites migrated
• Databases migrated
• File shares migrated and decommissioned
• 2010 live, users able to manually migrate their content
57. Strategy #11:
Define what success looks like
Words of Wisdom:
If you fail to plan, then plan to fail.
Then again…
There is nothing you can’t accomplish
if you put the bar low enough
58. Online and offline resources
• 11 Strategic Considerations for SharePoint Migrations (Buckley), http://slidesha.re/d3RHNH
• Upgrading SharePoint 2007 to SharePoint 2010 (Anders Rask), http://bit.ly/bjWXMS
• Migrating to SharePoint 2010 (Randy Williams), http://bit.ly/bNgX0U
• Upgrading to SharePoint 2010 (Microsoft), http://bit.ly/dm2kDO
• Hardware and software requirements for 2010 (Microsoft), http://bit.ly/bTGe2b
• Capacity Planning and Sizing for Microsoft SharePoint Products and Technologies, http://bit.ly/eXf0Cy
• SharePoint 2010: Best Practices to Upgrade and Migrate (O’Reilly, Safari), http://oreil.ly/chSHli
• Migrating to MOSS 2007 (Stephen Cummins), http://bit.ly/9Ismfp
• Planning to Upgrade to SharePoint 2010 (Joel Oleson), http://slidesha.re/16iiUX
• What’s New in SharePoint 2010 Capacity Planning (Joel Oleson), http://bit.ly/9cT9aa
• ReadyPoint migration planning tool for 2007 to 2010 migrations (Axceler), http://bit.ly/9GgDuY
• PreUpgradeCheck (Microsoft), http://bit.ly/cIHIlA
• SharePoint 2010 Products Upgrade Approaches (Microsoft), http://bit.ly/dphQ2W
59. For more information
• Contact me at
– Christian Buckley, cbuck@axceler.com, 425-246-2823
– On Twitter at @buckleyplanet
• Resources available from Axceler.com
– White papers
• Mastering SharePoint Migration Planning
• The Insider’s Guide to Upgrading to SharePoint 2010
• What to Look for in a SharePoint Management Tool
• The Five Secrets to Controlling Your
SharePoint Environment
– Tools
• ReadyPoint (free)
• Davinci Migrator
• echo for SharePoint 2007
Editor's Notes
“While Microsoft can provide options for automating migration, these options work best with implementations which have no customizations and a simple structure.” Stephen Cummins, echoTechnologyThe challenge is to do this quickly, so that you minimize user impact and environment downtime.
SharePoint 2010 replaces the SSP concept with service applications, each creating several databases. These services include Search Service application User profiles Service application Excel Service application App Registry (for backwards compatibility)(Joel Oleson, SharePoint 2010: Best Practices to Upgrade and Migrate, pg. 69)Visual Upgrade includes three options: Display the previous UI Preview the new UI Use the new UI
Planning is the key. Let’s discuss the activities leading up to migration, which will drive your method for migration.
My background is technical project management. My company comes from a service background, and our team has participated in hundreds of migrations. From this experience, we’ve created a list of strategic considerations that will help ensure that your migrations are successful.I’d like to walk through them in detail, and I want your thoughts and feedback.And up front, aside from this presentation being available post-conference, I’d like to provide you with a free download of our 11 Strategic Considerations Checklist.
Before I go through this list, I would like to point out that many of these items have circular dependencies. They need to be done in parallel. They’re not meant to be run in order necessarily, but to help guide your planning activities and make your plan more robust and thorough.
Refer to ondemand event by Dux Raymond Sy about SharePoint project planning
There is some consideration of in-place versus database attach, or some hybrid approach.
A strong value proposition of SharePoint is the ability to better organize your content, improve discoverability, and clarify authorship and accessibility by mapping to SharePoint’s permissions. However, one of the primary reasons for delaying a file share migration is the need to go through and “clean up” content so that it can better fit into the SharePoint paradigm. As with any spring cleaning, migrating your file shares presents an opportunity for users and administrators to clean up document versions, reorganize folder structures, clarify content ownership, and update relevant metadata. But is it easier to clean up this content inside or outside of SharePoint?
Why a tortoise? This big guy is from the Galapagos Islands. I was thinking about Darwin’s classification of animals on the islands. Well – specifically, I was thinking about the movie Master and Commander with Russell Crowe and how they stopped on the islands and then had discussions about Darwin, classifications and taxonomy… but that’s neither here nor there.