Mike Maadarani gave a presentation on tips and tricks for SharePoint migration. He began with introductions and an overview of the migration lifecycle process, including analyzing the existing environment and content, planning the migration, executing the migration, and assessing after the migration. He then discussed specific considerations for migrating to the cloud or an on-premises environment. Maadarani emphasized that successful migrations require understanding both the source and target systems, properly structuring content, having realistic timelines, and strong project commitment.

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7 March 2015
Tips and Tricks to SharePoint
Migration
Mike Maadarani

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Thanks to our Sponsors!
• Platinum:
• Gold:
• Silver:
• Swag:
• Venue:
• Coordinators:

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TriState SharePoint User Group
• Meet right here in the Microsoft office
• 2nd Tuesday of the month
• 5:30-8:00 pm
• Content for: End Users, Developers, IT Pros,
Admins & Architects
– Presentations, Demos, Open-Discussions
• More Info: www.TriStateSharePoint.org

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Welcome & Introductions
Mike Maadarani, Ottawa
• App Dev and Architecture for over 20 years (17 Years
Microsoft, 3 Years with the “Other Guys”)
• Business focused on Enterprise Content Management &
Publishing Sites
• Technology focused on SharePoint, SQL Server and
SharePoint Integration
• Architect, trainer, and presenter
mike@maadarani.com
www.maadarani.com @mikemaadarani

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Cloud
Process
Agenda
Closing and Q&A
Content & Apps
Overview
Migration Life Cycle
Hybrid

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Others have it!
Sooner or later, you will need SharePoint!
3 reasons why SP 2013 is better than Sex:
– You can usually find someone to do it with
– A little Scotch and you can usually do it all night!
– If you don’t finish, you won’t gain a reputation of
a “SharePoint Teaser”
Wheel is still there, but friendlier message

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History recap

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2006

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2007 – 2012: Revolutionary Trends

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SharePoint 2013

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SharePoint Evolution to 2016

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Overview
What is migration?
• The movement from one location (Source) to another
location (Target)
What is IT Migration?
• People, Hardware, Software, Systems, Data,
Information, Business Processes, Applications, Services
What is Information Migration?
• The movement of documents, metadata, taxonomy
and structure, security, and business process logic

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Migration/Upgrade Lifecycle
Analysis Plan Execute Assess Sustain
SOURCE
File Share
Exchange Public Folders
Lotus Notes
Web Content
SharePoint
Other LOB Systems
TARGET
SharePoint Online
SharePoint On-Premises

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Analyze: Decision Points
• Content Analysis
– File Shares
– Exchange Public Folders
– Notes Databases
– Existing SharePoint farms
– Web Content
– Other lines of business applications
• Who is involved?
– Stakeholder(s) (Accountability)
– Business Drivers (Awareness)
– Information Technology (Accessibility)
– Individual(s) (Owner)
• Where is our content?
– Hosted or In House
– Centralized or Decentralized
– Local or Abroad

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• Content Analysis
– How much content? How large?
– How many layers? (Web Applications, Site Collections,
Sites)
– Content Types, Metadata? CTH?
– Security Levels
– Workflows
– Linked Information
– M.U.D.R (Systems and Content)
• Maintain
• Upgrade
• Dispose
• Replace
Analyze: Decision Points

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• Service Applications Analysis
– Search
– Managed Metadata
– Secure Store (must be done before BCS)
– BCS
– User Profiles
– PerformancePoint
Analyze: Decision Points

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• Custom Code
– WSP
– Event receivers
– Apps (if 2013 to Online)
– Workflows
– Etc…
• 3rd Party Tools
Analyze: Decision Points

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• Action Items
– Roles and Responsibility Matrix
– Content Inventory Worksheet
– Security Report
– Decision: Build or Buy migration tools AND
services
Analyze: Action Points

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Private Cloud
Farm Solutions
Sandbox Solutions
Expensive to run
Expensive to maintain
We know what we know
We expect innovation and great new features

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Azure
If you’re used to a virtual environment, you’re ready for Azure
A few quirks
Farm Solutions
Sandbox Solutions
Pricier
Not clear on upfront cost

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SharePoint Online
No Farm Solutions
Limited Sandbox Solutions
More script and CSOM code is being added
Totally based on access
AND “seats”
Usually cheaper that the other options
New Features come online first
Updates are almost every quarter
Good support from MS and the partners

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Hybrid Solution

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Upgrade Scenarios
Gradual
Upgrade
In-Place
Upgrade

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• All content databases
• Search administration
• BDC
• Managed Metadata
• PerformancePoint
• Secure store
• User Profile databases
Database Upgrade

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Identify SPO Gaps
Midsize Business plan or higher for AD integration
Midsize, Enterprise E1 or higher for Yammer
Based on size and number of items
Lots of vendors, some are the same core engine
Farm solutions are not supported in Office 365
Need to know what is in the farm, and where they are being used, to create a remediation plan
App Store is rich with many solutions

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•
– Out of date
– Duplicated
– Difficult to find
•
– delete/archive/migrate triage
– reorganization
– tagging with metadata
Real world content

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Plan: Decision Points
• Where will the content go?
– Web Applications
– Site Collections
– Sites
– Pages
– Libraries
• What will the content do?
– Policy Management
– Business Process
– Search ability
– Metadata
• Communicate and Train!

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•
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Remediation

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Cannot be migrated as is
Cannot be migrated
Should not be migrated
Why remediation is required

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Content remediation

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Customization remediation
Branding
Solutions
Provisioning
Solutions
Content Types and
Site Columns
User Interface
Components
Other Built-in
Functionalities
Integration/
Maintenance
Solutions

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Use OneDrive For Business
• Migrate your MySite and personal files
Personal Sites must be created first before you
migrate
Bulk migration requires an account to be added to
the personal sites
Use PowerShell to add a migration account to the
admin group for individual personal sites
Remove when done with migration
Bulk Site creation is available through CSOM API

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Choosing your migration approach
Self-service migration
• Manual
Tools-based migration
• Manual/auto using
tools
Complex migration
• Includes custom
code
• Involve experts

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Choosing your migration approach
Self-service migration
• Manual
Tools-based migration
• Manual/auto using
tools
Complex migration
• Includes custom
code
• Involve experts

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Migrate your Service Applications First
Steps to migration

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Service Apps
Online
• Search
– Consider Hybrid Search
• MMS
– You want to consider 3rd party
tools
• BCS
– You need Hybrid environment
• PerformancePoint
– PowerBI, PowerView
• User Profile
– AD Sync
On-premises
• Search
– Consider Hybrid Search
• MMS, Secure Store, BCS,
PerformancePoint, User
Profile
– Consider DB Upgrade

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• The migration to the cloud
must be performed remotely
• User identities are different
Migration considerations

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• Do you really want to migrate?
• Use OOB if possible
• Rebuild if needed
• Test against trial content
• Finalize and lock down code deployment
Execute: Code Migration

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• Triage your content
• Assess
• Reconfigure your scripts/strategy
• Try again
• Follow your Plan
• Divide and Conquer
• Delta Migration
Execute: Content Migration

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NO migration is 100% success
Execute: Content Migration

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• Assess your content
• Re-run migration for missing content
• How is the current state performing/growing?
– Storage
– Security
– Performance
– Event Log
Assess: Action Points

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• What is your disaster recovery plan?
– SPO, No action
– On-Premises, Plan and implement a DR site
• Turn off old farm, but do not kill it
• What are our growth metrics?
• How we will manage issue tracking and
support?
Sustain: Action Points

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•
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– Schedule
– Communications
– Hybrid strategy
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Recap

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Keys to success
• People
– Source system knowledge (System X)
– Target system knowledge (SharePoint Online)
• Knowledge
– Development
– Knowledge management
• How to structure the data
• Realistic timelines
• Commitment
– Strong steering committee

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&

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mikem@chrysalisbts.com

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