Slidedeck one best-practices and recommendations regarding the preparation of a migration to SharePoint Online or SharePoint on premises. It covers the most important phases of almost any migration to SharePoint: - Pre-Migration planning - Migration POC/Pilot - Migration - Post-Migration activities The slide deck also includes recommendations regarding modernizing LOB applications. More on this can be found here: https://www.slideshare.net/Dodson65/app-modernization-what-you-need-to-know-before-planning-a-migration-to-office-365

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rencore.com
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Oliver Wirkus
Senior Consultant at
2toLead
SharePoint Migration &
Modernization: What You Need To
Know
Liam Cleary
Product Manager at
Rencore

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Q & A
Please use the Q&A functionality in Zoom instead of chat.
We will pick up some questions at the end and answer the others in
the follow-up email.
FAQ:
Recording of this webinar?
Yes, the session is recorded and you will get the recording later
today.

3. Exploring options and best-practices to achieve
greater migration success!
SHAREPOINT MIGRATION & MODERNIZATION:
WHAT YOU NEED TO KNOW
Oliver Wirkus (MVP, MCT)
Sr. Consultant with 2toLead
oliver@2tolead.com

4. AGENDA
What are we going to cover today?
Migration Preparation
Migration POC/Pilot
Migration Execution
Post Migration
Summary
Questions

5. THE MIGRATION MATRIX
What are the most popular migration paths?
SharePoint on premises
(2007, 2010, 2013, 2016)
SharePoint on premises
(2016, 2019)
Office 365
SharePoint Online
Corporate file-shares
and network drives

6. MIGRATION ACTIVITIES
High-Level list of activities which are needed in almost any migration
Post-Migration Activities
Migration Execution
Migration Preparation
Migration POC
Pre-Migration Activities

7. PRE-
MIGRATION
ACTIVITIES

8. PRE-MIGRATION ACTIVITIES
Migration team – Ideal roles and responsibilities
• Migration Lead
• Responsible for managing the migration team, planning tasks and scheduling meetings
• Project Manager
• Responsible for managing the project plan and all related activities
• Information Architect
• Responsible for creating the Information Architecture in the target environment
• Site Owners(s)
• Owners of the sites which have been created during the Information Architecture phase
• Migration Expert(s)
• Responsible for migrating content to the target environment
• Communication Expert
• Responsible for all communications related to the migration
• Technical Trainer(s)
• Responsible for providing tailored training to the migration team and users
• Support Expert
• Member of the corporate help desk
• Adoption Expert
• Member of a team preparing a related Adoption Campaign

9. PRE-MIGRATION ACTIVITIES
Perform Assessments – You need to know what to migrate
Content-Assessment
• Content and
document
assessment
• (Custom) Solution
Assessment
• (Custom) Workflow
Assessment
• Content Clean-up
• Solution
Modernization
• Workflow
Modernization
Permissions
Assessment
• Assessment of
current permissions
• Review permissions
with Content
Owners or
Department/Team
leads
• Create a new
Permission
Structure tailored
to the target
environment
File/Folder Structure
Assessment
• Assess folder
nesting
• Assess folder
structure and
number of files
• If needed, work
with departments
(corporate entity)
on reducing
complexity
Metadata
Identification
• Extract metadata
from filenames,
folder names and
structure
• Work with
departments
(corporate entities)
on a fundamental
set of Managed
Metadata and
Content-Types
Owner Assessment
• Verify that all
corporate
documents are
assigned to an
existing owner
• Reassign owners if
possible
• Involve owners in
Content Clean-up

10. APP / SOLUTION MODERNIZATION
Solution and Workflow Modernization – A high level overview of your options
App Modernization – What you need to know before planning a migration to Office 365
Business
Application
using Server-
side code
SharePoint-hosted Add-in using client-side
code only
Provider-hosted Add-in using client-side
code for UI/UX and (external) Server-side code
for Business Logic
Azure-hosted application using Azure
infrastructure and Azure services (PaaS)

11. APP / SOLUTION MODERNIZATION
These are the services which make Microsoft Azure a powerful platform for LOB applications
Web
Apps
Mobile
Apps
API
Management
API
Apps
Logic
Apps
Notification
Hubs
Content Delivery
Network (CDN)
Media
Services
HDInsight Machine
Learning
Stream
Analytics
Data
Factory
Event
Hubs
Mobile
Engagement
Biztalk
Services
Hybrid
Connections
Service
Bus
Storage
Queues
Backup
StorSimple
Site
Recovery
Import/Export
SQL
Database
DocumentDB
Redis
Cache
Search
Tables
SQL Data
Warehouse
Azure AD
Connect Health
AD Privileged
Identity Mngt
Operational
Insights
Cloud
Services
Batch Remote App
Service
Fabric Visual Studio
Application
Insights
Azure SDK
Team Project
Active
Directory
Multi-Factor
Authentication
Automation
Portal
Key Vault
Store /
Marketplace
VM Image Gallery
& VM Depot
SECURITY &
MANAGEMENT PLATFORM SERVICES HYBRID
OPERATIONS

12. TARGET ENVIRONMENT READINESS
High-Level list of activities to prepare your new target environment
Target Environment Structure
• Build the Information Architecture in the target environment
Target Environment Permission
• Apply at least a fundamental set of permissions to the sites in the target environment
Target Environment Configuration
• Apply at least a fundamental configuration to the target environment
•Target Environment Customization
• If any kind of customization (branding) is needed, apply it to the target environment
•Target Environment Review
• Review the target environment to ensure it is ready for the migration

13. MIGRATION
POC

14. MIGRATION POC
High-Level list of activities to verify if you are ready for the migration
Source Folder/Site Preparation
• Pick a medium-complexity folder/site in the source environment and ensure it’s cleaned up
•POC Target Environment Preparation
• Ensure that the target environment is prepared and set up properly for the Migration POC
•Success Criteria
• Define tailored success criteria to be able to verify if the Migration POC process was successful
POC Execution
• Execute the Migration POC and utilize any Pre-Migration Check functionality (if applicable)
•Post POC Activities
• Review the POC, identify areas of improvements and enhance/update the migration plan

15. MIGRATION
PREPARATION

16. MIGRATION PREPARATION
High-Level list of activities to ensure ‘Migration Readiness’
Communication Plan
• Establish a communication plan which is tailored to the target audience
Migration Approach
• Work with the team and the departments to select and configure a tailored migration approach
•Migration Plan
• Work with the team to create / update a detailed migration plan (don’t be too tight)
Success Criteria
• Define success criteria to be able to determine if the migration was successful
Confirm Migration Readiness
• Ensure that roles and responsibilities are clear and that the team is ready for the migration

17. MIGRATION APPROACHES
There is no ‘one fits all’ approach – choose the approach which best meets your requirements
All-at-Once
• The migration is performed as
a single action, often during a
weekend. The source
environment is locked down,
content is migrated to the
target environment
completely, migrated content
is verified, and users will be
switched to the new
environment completely
Phased
Migration
• The migration is performed in
tranches or multiple steps. The
basic process is the same as
explained in the ‘All-at-once
migration’ section. The main
difference is that there will be
multiple sub migrations which
are used to migrate only a
subset of the data and/or
documents to the new
environment.
Delta
Migration
• A Delta migration is almost
the same as the All-at-once
migration, except the lock-
down of the source
environment. In this approach,
the source environment isn’t
locked down, which means
that users can continue to
work within the source
environment while data and
documents are migrated

18. MIGRATION
EXECUTION

19. MIGRATION
High-level list of activities to be performed during the migration
Communication Plan
• Establish a communication plan which is tailored to the target audience
Source Environment Readiness
• Ensure that the Source Environment in prepared for the migration (e.g. lockdown, availability, …)
•Double-check with global IT Department
• Confirm migration schedule with global IT department, ensure they are ready to assist if needed
Perform Migration
• Perform the migration as outlined in the Migration Plan
Progress Monitoring
• Monitor the migration progress based on the timelines outlined in the Migration Plan (optional)

20. POST-
MIGRATION

21. POST-MIGRATION
Actions and activities to be performed after the migration
Communication Plan
• Establish a communication plan which is tailored to the target audience
Content Verification
• Review migration reports and involve departments in verifying documents (picked randomly)
•Confirm Success
• Check against Success Criteria to verify if the migration was successful
Sign-off with the IT Department
• As IT is responsible for managing the target environment, a sign-off is considered mandatory
Health and Usage Monitoring
• Monitor health and usage for a couple of months to ensure there are no long-term issues

22. SUMMARY
SharePoint Migrations require some
planning, but are manageable
1. Thoughtful planning and
collaboration are crucial for a
successful migration
2. Try to avoid lift’n’shift migrations!
A modernized and tailored
structure in the target
environment is a great
opportunity for enhancements
3. Migrations to SharePoint Online
offer broad opportunities to
modernize your LOB applications
4. User Adoption and Change
Management are another
important factor and should not
be neglected.

23. Additional Resources
• 2toLead Migration Whitepaper (released soon)
• 2toLead free Whitepaper Library (about 600 pages)
• App Modernization – What you need to know before
planning a migration to Office 365
• Mastering the Art of SharePoint DMS implementation
Oliver Wirkus (MVP, MCT)
Sr. Consultant with 2toLead
oliver@2tolead.com
ADDITIONAL
RESOURCES

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• Know what is out there
• Understand where artifacts are being
used and what they do
• Find roadblocks
Assess

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• Browse InfoPath forms and Workflows
without the need of InfoPath Designer or
SharePoint Designer
Assess

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• List all declarative artifacts being
provisioned by Farm solutions
• Optionally group them in use-cases and
make decisions on and if you want to
modernize them
Plan

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• Get help with
transforming your
classic solutions to
modern solutions
Transform

28. Questions & Answers

29. The webinar recording will be sent to you later today.
Thank you for attending!