Canberra SPUG - February 2014 - Pitfalls of Migrating to SharePoint 2013

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This document provides guidance on migrating from older versions of SharePoint to SharePoint 2013. It discusses reasons for upgrading like taking advantage of new features versus migrating data. It also covers important considerations for the migration like minimizing downtime, consolidating content, authentication changes, and preparing users. Key steps are outlined for migrating from prior versions to SharePoint 2013, including using tools to prescan databases and test content. The document also differentiates between using in-place upgrades versus database attaches and highlights service applications that require additional planning during the migration.

Technology

Migration versus Upgrade
Why Upgrade?
3rd Party versus OOTB
Consolidation
Content, Content, Content
Authentication
User Adoption

transferring data

re-engineering

product

minimizing
involve downtime

replacement of a
http://en.wikipedia.org/wiki/Data_migration
http://en.wikipedia.org/wiki/System_migration
http://en.wikipedia.org/wiki/Upgrade

Version

Migration Preparation

SharePoint Portal Server 2001

Hire a consultant
Consider a 3rd party migration tool

Windows SharePoint Services 3.0

Hire a consultant
Prescan.exe / ReGhost.net / GhostHunter Web Parts

Office SharePoint Server 2007

STSADM –o preupgradecheck

SharePoint Server 2010

Test-SPContentDatabase cmdlet

SharePoint Server 2013

Test-SPContentDatabase cmdlet

Other Resources

Out of the Box
In-place upgrade
Database Attach

3rd Party

Do you have existing systems / applications that will
also be migrated into SharePoint?
Do we need to (un)consolidate?
Does your existing taxonomy fit in the new system?
Customisations

How much data we have and where does it reside?
Considerations for Search
Does your content need to change in the new system?

Identify 3rd party tools/web parts/etc. that are installed
in your current farm

Don’t forget your non-SharePoint data…
Lotus
WebSphere
Drupal
DotNetNuke

Alfresco
Legacy HTML
Non-OCR’d Text Documents
Orchard

Classic AuthN

Claims AuthN and AuthZ

Integrated Windows AuthN with NTLM / Kerberos

Forms Based AuthN

Trusted Identity Provider (aka SAML &
WS Fed)

$> i:0#.w|claimprovider|useraccount != i:0#.f|claimprovider|useraccount

Geoff Evelyn - Sample Project Plans
Technical Diagrams for SharePoint 2013
Hardware and software requirements for
SharePoint 2013
Upgrade Service Applications to SharePoint
2013
Migrate from classic-mode to claims-based
authentication in SharePoint 2013
Checklist for database-attach upgrade
(SharePoint 2013)
Claims Based AuthN Resources (TechNet Wiki)
Plan for user authentication methods in
SharePoint 2013

Discover SharePoint
Productivity Hub
Office 365 Change Management Guide for the
Enterprise
AIIM Industry Watch – SharePoint 2013

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Office 365 brings a host of productivity options, but one of the most overlooked components is how we'll authenticate to the Cloud. With Azure Active Directory (AAD) driving access and authentication to our Office 365 tenants, it is important to understand how we can interact with it. Join us as we explore Cloud Identity, Identity Federation, Directory Synchronization and most importantly Azure and its impacts on user experience and access of Office 365. Throughout this session, we'll answer the questions that impact you and how your decisions around identity shape your Office 365 experiences.

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To the cloud! This phrase seems to come up more and more often for organizations looking to reduce their SharePoint footprint and operational expenses in their on premise data centers. In this session Dan will give a brief overview of a few of the premier Infrastructure as a Service hosting providers for SharePoint, how SharePoint in the cloud stacks up against Office 365 and how to quickly get your SharePoint system built in a repeatable fashion for development environments. Attendees will have a better understanding of core Infrastructure as a Service (IaaS) providers. Attendees will understand the complexities of what is involved with implementing SharePoint in a cloud hosted environment. Attendees will see SharePoint what some of the nuances and workarounds are for hosting SharePoint in the cloud.

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To the cloud! This phrase seems to come up more and more often for organizations looking to reduce their SharePoint footprint in their data center. In this session, Scott will give a brief overview of a few of the premier Infrastructure as a Service hosting providers for SharePoint, how SharePoint in the cloud stacks up against Office 365, and how Azure can help us spin up environments in just a few hours! You will learn: * The core cloud concepts of IaaS, SaaS and PaaS * How Azure and AWS EC2 differ and are similar in their product offerings as well as where Azure makes the most sense * How to setup a SharePoint environment through script and web interfaces in Azure

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Office 365 and Cloud Identity – What Does It Mean For Me?

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Office 365 brings a host of productivity options, but one of the most overlooked components is how we'll authenticate to The Cloud™. With Azure Active Directory (AAD) driving access and authentication to our Office 365 tenants, it is important to understand how we can interact with it. Join us as we explore Cloud Identity, identity federation, directory synchronisation, and most importantly Azure and its impacts on user experience and access Office 365. Throughout this session, we'll answer the questions that impact you and how your decisions around identity shape your Office 365 experience.

SPSNYC - Authentication, Authorization, and Identity – More than meets the eye…

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In today’s complex market place of corporate partnerships and relationships, sharing information is pertinent to ensuring that business operations are conducted in a secure computing environment with trusted entities being provided access to protected information. In this session, Dan and Scott will discuss the basics of authentication and authorization in relation to the SharePoint platform. Further, we will be discussing the technical underpinnings of the SharePoint platform’s processing of a user’s identity dependent on identity provider and authorization settings. As a part of this session we will demonstrate different authentication and authorization configurations that are common place in today’s business settings to include when to use: • Integrated Windows Authentication • Forms Based Authentication using SQL Server • ADFS as a Trusted Identity Provider • Threat Management Gateway with Kerberos Constrained Delegation using client certs After attending this session, attendees will have a better grasp of the configuration complexities involved with each scenario as well as the user experience impacts based on the path taken.

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To the cloud! This phrase seems to come up more and more often for organizations looking to reduce their SharePoint footprint in their data center. In this session Dan and Scott will give a brief overview of a few of the premier Infrastructure as a Service hosting providers for SharePoint, how SharePoint in the cloud stacks up against Office 365, and how to script an install on the Azure platform for development purposes. You will learn: •The core cloud concepts of IaaS, SaaS and PaaS •How Azure and AWS EC2 differ and are similar in their product offerings as well as interfaces to the providers •How to setup a SharePoint environment through script and web interfaces

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So your business is getting rid of its old e-mail provider and has asked you to investigate this Office 365 thing and you’ve been tasked to setup a tenant and get it operational quick. No worries mate, we’ve got you covered. In this session we’ll run through the basics of Office 365, what it means to you from a licensing perspective, for an end user perspective, from a service description perspective and most importantly how to provision a tenant, setup user accounts and setup your DNS entries so that you can start collaborating. We’ll finish this session up with planning for considerations for more advanced topics around directory synchronization and federation.

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In today’s complex market place of corporate partnerships and relationships, sharing information is pertinent to ensuring that business operations are conducted in a secure computing environment with trusted entities being provided access to protected information. In this session, Dan and Scott will discuss the basics of authentication and authorization in relation to the SharePoint platform. Further, we will be discussing the technical underpinnings of the SharePoint platform’s processing of a user’s identity dependent on identity provider and authorization settings. As a part of this session we will demonstrate different authentication and authorization configurations that are common place in today’s business settings to include when to use: * Integrated Windows Authentication * Forms Based Authentication using SQL Server * ADFS as a Trusted Identity Provider * Threat Management Gateway with Kerberos Constrained Delegation using client certs After attending this session, attendees will have a better grasp of the configuration complexities involved with each scenario as well as the user experience impacts based on the path taken.

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3. Migration versus Upgrade Why Upgrade? 3rd Party versus OOTB Consolidation Content, Content, Content Authentication User Adoption

5. transferring data re-engineering product minimizing involve downtime replacement of a http://en.wikipedia.org/wiki/Data_migration http://en.wikipedia.org/wiki/System_migration http://en.wikipedia.org/wiki/Upgrade

7. and

10. must

11. Version Migration Preparation SharePoint Portal Server 2001 Hire a consultant Consider a 3rd party migration tool Windows SharePoint Services 3.0 Hire a consultant Prescan.exe / ReGhost.net / GhostHunter Web Parts Office SharePoint Server 2007 STSADM –o preupgradecheck SharePoint Server 2010 Test-SPContentDatabase cmdlet SharePoint Server 2013 Test-SPContentDatabase cmdlet Other Resources

12.

13.

14. Out of the Box In-place upgrade Database Attach 3rd Party

15. Database Attach Service Applications New hardware Only Access Services Business Data Connectivity* Excel Services Managed Metadata Performance Point Search Service Secure Store State Service Usage and Health Data User Profile Service Visio Graphics Web Analytics Word Automation Hybrid

16.

17.

18. Do you have existing systems / applications that will also be migrated into SharePoint? Do we need to (un)consolidate? Does your existing taxonomy fit in the new system? Customisations

19. How much data we have and where does it reside? Considerations for Search Does your content need to change in the new system?

20. Identify 3rd party tools/web parts/etc. that are installed in your current farm Don’t forget your non-SharePoint data… Lotus WebSphere Drupal DotNetNuke Alfresco Legacy HTML Non-OCR’d Text Documents Orchard

21.

22.

23.

24. Classic AuthN Claims AuthN and AuthZ Integrated Windows AuthN with NTLM / Kerberos Forms Based AuthN Trusted Identity Provider (aka SAML & WS Fed)

25.

26.

27. $> i:0#.w|claimprovider|useraccount != i:0#.f|claimprovider|useraccount

28.

29.

30.

31. Office Clients

32. YES!

33.

34.

35. …so far, the Universe is winning.

36.

37. Geoff Evelyn - Sample Project Plans Technical Diagrams for SharePoint 2013 Hardware and software requirements for SharePoint 2013 Upgrade Service Applications to SharePoint 2013 Migrate from classic-mode to claims-based authentication in SharePoint 2013 Checklist for database-attach upgrade (SharePoint 2013) Claims Based AuthN Resources (TechNet Wiki) Plan for user authentication methods in SharePoint 2013 Discover SharePoint Productivity Hub Office 365 Change Management Guide for the Enterprise AIIM Industry Watch – SharePoint 2013

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