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

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This document provides guidance on migrating from previous versions of SharePoint to SharePoint 2013. It discusses the differences between upgrading and migrating, as well as factors to consider such as third party tools, content changes, authentication changes from classic to claims-based, and service application migrations. Resources are provided for planning each type of migration from previous versions to SharePoint 2013.

Technology

http://www.explainxkcd.com/wiki/index.php?title=1190:_Time

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

transferring data

minimizing re-engineering
involve downtime

product

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

External Data Connector for SharePoint is a connector and bridging solution to connect SharePoint with external databases and applications. This connector allows you to import data from different external sources and make them part of SharePoint Lists. Reports from external sources can be imported into SharePoint Libraries. Metadata imported from external data sources and applications can be updated into SharePoint columns. Any changes to the imported data sets, records, files, documents and reports can be updated back in the source through export.

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Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs. 1. Unifying Large Language Models and Knowledge Graphs: A Roadmap. https://arxiv.org/abs/2306.08302 2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs: https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/

Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered Quality

Inflectra

In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring. Learn about: • The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks. • Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective. • Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification. • Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process. Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.

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Essentials of Automations: Optimizing FME Workflows with Parameters

Safe Software

Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place. Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects. Here’s what you’ll gain: - Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows. - Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy. - Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency. - Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity. We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic. Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.

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3. http://www.explainxkcd.com/wiki/index.php?title=1190:_Time

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

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

8. and

10.

11. must

12. 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

13.

14.

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

16. 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

17.

18.

19. 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

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

21. 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

22.

23.

24.

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

26.

27.

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

29.

30.

31.

32. Office Clients

33. YES!

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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