As organizations consider SharePoint Online as an option for hosting their SharePoint environments, you may ask yourself how an enterprise can actually move a large number of SharePoint sites to the cloud. In this session we will discuss a large scale SharePoint migration to Office 365 which starts with several highly customized sites and multiple versions of SharePoint. We will look at the project structure and plan, staffing, benefits and pitfalls, technical considerations, lessons learned, and how you can plan for a successful move to SharePoint Online.
1. Plan to Migrate to
SharePoint Online
Erica Toelle
Business Productivity Manager, Valorem Consulting, USA
2. Classify sites by
the pre-migration
assessment results
Ensure base
services are set up
and ready to go
Enable hybrid if
needed
Run marketing
campaigns for
self-migration
Reduce the on-
premises footprint
Move sites that
are high value
Migrate using a
centralized team
Refactor
customizations to
the app model
where possible
4. Classify sites by
the pre-migration
assessment results
Ensure base
services are set up
and ready to go
Enable hybrid if
needed
Run marketing
campaigns for
self-migration
Reduce the on-
premises footprint
Move sites that
are high value
Migrate using a
centralized team
Refactor
customizations to
the app model
where possible
7. http://tinyurl.com/SPOMigration
7
Site Owner Involvement Fixed by IT
Apps / Add-ins (such as 3rd party tools) BCS
Alerts Browser File Handling
Large Excel Files Custom Profile Property Mappings
Large List Views Custom Page Layouts
Long OneDrive URLs IRM Enabled Lists
Checked-out files Locked Sites
Workflow Running Solutions 2010 & 2013 Master Pages
Customized Pages Sandbox Solutions
Unsupported Site Templates Secure Store
Customized Profile Pages Web Application Policies
Email Enabled Lists Workflow Associations 2010 & 2013
File Versions Other
Full Trust Components (FTC) Large Lists
InfoPath Large sites
Types of Migration Issues
8.
9. From the Report You Can
Classify the Sites
• What issues will be fixed by IT
• What issues will need to involve site owners
• A list of site owners and their site URLs
• What migration approach should be used (next slide)
• Whether the sites are team/project focused or highly customized
• What sites are old versus actively used
10. Types of Migrations
Rethink
• Abandon on-
premises site
• Self-migrate or no
migration
• Move Site
Content as-is
• Ideal for moving
basic sites
• Doesn’t allow you
to take
advantage of
new features
• Move only
selected content
• Great for
enabling hybrid
scenarios
• Leave sites with
complex issues
on-premises
• New information
architecture
• Re-architect to
take advantage
of new
capabilities
• Suggested
approach for sites
with
customizations
Microsoft Fast Track Program
11. Included in Office 365 for all customer >50 seats
Exchange, SharePoint, Skype, Yammer & Office, incl. E5 support
User adoption, change management & service enablement
Email migration from on premise Exchange and Notes
Files migration from file shares, SharePoint & Box
EngineersMethodology
& Resources
Tools &
Insights
FastTrack.microsoft.com
12. Activity Microsoft Customer
Perform migration prerequisites (access, infrastructure, etc.) X
Run pre-migration analysis X
Fix issues found in pre-migration analysis X
Conduct a test migration X
Provision out of the box SharePoint sites X
Mapping of Source to Destination / create migration schedule X
Actual Migration of Data X
Post Migration report outlining issues X
Tracking / resolution plan for issues (Project Management) X
Fix issues from post-migration report X
Create UAT & QA testing checklists + scripts / track issues X
Participate in UAT & QA X
Resolve UAT Issues X X
Change Management and user communications X
FastTrack Roles &
Responsibilities
14. Classify sites by
the pre-migration
assessment results
Ensure base
services are set up
and ready to go
Enable hybrid if
needed
Run marketing
campaigns for
self-migration
Reduce the on-
premises footprint
Move sites that
are high value
Migrate using a
centralized team
Refactor
customizations to
the app model
where possible
15. Set Up Shared Services
• Azure Active Directory DirSync or SSO
• IRM & DLP if needed
• Hybrid services if needed
• See session below or Ignite content for more detail
• The goal is to have the same user experience in the cloud
16. Classify sites by
the pre-migration
assessment results
Ensure base
services are set up
and ready to go
Enable hybrid if
needed
Run marketing
campaigns for
self-migration
Reduce the on-
premises footprint
Move sites that
are high value
Migrate using a
centralized team
Refactor
customizations to
the app model
where possible
20. For Your High Value
Scenarios, Have the following
• Awareness campaign, so people know it is available
• A “call to action”, for example, attend a lunch and learn, start using SPO
• Resources for people to learn how to execute the scenario
• Support and pre-written communications so the user can roll out the solution to their
teams
• Training materials and reference guides
21. Classify sites by
the pre-migration
assessment results
Ensure base
services are set up
and ready to go
Enable hybrid if
needed
Run marketing
campaigns for
self-migration
Reduce the on-
premises footprint
Move sites that
are high value
Migrate using a
centralized team
Refactor
customizations to
the app model
where possible
22. Migrate sites that don’t have
any issues
1
Send
Communications
to Site Owners
2
Migrate Data
3
Quality
Assurance and
Issues List
4
User Acceptance
Testing
6
Delta Migration
and Cutover
5
End User
Communications
23. Classify sites by
the pre-migration
assessment results
Ensure base
services are set up
and ready to go
Enable hybrid if
needed
Run marketing
campaigns for
self-migration
Reduce the on-
premises footprint
Move sites that
are high value
Migrate using a
centralized team
Refactor
customizations to
the app model
where possible
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Today:
100K users, 18% engagement
Partial Yammer/SP integration and alignment
No completed use cases
Basic marketing and communications campaigns
Today:
100K users, 18% engagement
Partial Yammer/SP integration and alignment
No completed use cases
Basic marketing and communications campaigns
Understand the Ecosystem (114,000 MySites | 60,000 team site collections / publishing sites)
Evaluate ecosystem and build cloud roadmap
Understand and build the plan
Launched new capabilities before migration was complexly figured out
Understood, built our plan
Focus was on driving people to cloud, not on migration
Once we enabled it there was exponential growth by enabling it
Organic and intentional decrease in on-prem sites
For remaining that needed to migrate
Create Shared Services Cloud Foundation
Today:
100K users, 18% engagement
Partial Yammer/SP integration and alignment
No completed use cases
Basic marketing and communications campaigns
No Migration:
Database Attach:
Office 365 Import Service: https://blogs.office.com/2015/09/16/office-365-import-service-migration-to-sharepoint-online-and-onedrive-for-business-just-became-easier/
3rd Party Tools
Today:
100K users, 18% engagement
Partial Yammer/SP integration and alignment
No completed use cases
Basic marketing and communications campaigns
Today:
100K users, 18% engagement
Partial Yammer/SP integration and alignment
No completed use cases
Basic marketing and communications campaigns
Today:
100K users, 18% engagement
Partial Yammer/SP integration and alignment
No completed use cases
Basic marketing and communications campaigns
Understand the Ecosystem (114,000 MySites | 60,000 team site collections / publishing sites)
Evaluate ecosystem and build cloud roadmap
Understand and build the plan
Launched new capabilities before migration was complexly figured out
Understood, built our plan
Focus was on driving people to cloud, not on migration
Once we enabled it there was exponential growth by enabling it
Organic and intentional decrease in on-prem sites
For remaining that needed to migrate
Create Shared Services Cloud Foundation
Today:
100K users, 18% engagement
Partial Yammer/SP integration and alignment
No completed use cases
Basic marketing and communications campaigns
Today:
100K users, 18% engagement
Partial Yammer/SP integration and alignment
No completed use cases
Basic marketing and communications campaigns