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Plan to Migrate to
SharePoint Online
Erica Toelle
Business Productivity Manager, Valorem Consulting, USA
Classify sites by
the pre-migration
assessment results
Ensure base
services are set up
and ready to go
Enable hybrid if
ne...
On-Premises
NumberofSite
Collections
Classify sites by
the pre-migration
assessment results
Ensure base
services are set up
and ready to go
Enable hybrid if
ne...
Understand the Eco-system
1
Run a Pre-
Migration
Assessment
2
Classify Sites by
Types of Issues
3
Create
Mitigation Plan
Run a Pre-Migration
Assessment
• SharePoint Migration Assessment Tool Release Candidate
• Sharegate’s Pre-migration assess...
http://tinyurl.com/SPOMigration
7
Site Owner Involvement Fixed by IT
Apps / Add-ins (such as 3rd party tools) BCS
Alerts B...
From the Report You Can
Classify the Sites
• What issues will be fixed by IT
• What issues will need to involve site owner...
Types of Migrations
Rethink
• Abandon on-
premises site
• Self-migrate or no
migration
• Move Site
Content as-is
• Ideal f...
Included in Office 365 for all customer >50 seats
Exchange, SharePoint, Skype, Yammer & Office, incl. E5 support
User adop...
Activity Microsoft Customer
Perform migration prerequisites (access, infrastructure, etc.) X
Run pre-migration analysis X
...
Rethink
No
Migration
3rd Party
Tool or
FastTrack
3rd Party
Tool
3rd Party
Tool or
FastTrack
Migration Approaches
Classify sites by
the pre-migration
assessment results
Ensure base
services are set up
and ready to go
Enable hybrid if
ne...
Set Up Shared Services
• Azure Active Directory DirSync or SSO
• IRM & DLP if needed
• Hybrid services if needed
• See ses...
Classify sites by
the pre-migration
assessment results
Ensure base
services are set up
and ready to go
Enable hybrid if
ne...
On-Prem
NumberofSite
Collections
High Value Scenarios
Document
Co-Authoring
Enable
anytime,
anywhere
access
Offline
access to
files
Document
Co-Authoring
E...
For Your High Value
Scenarios, Have the following
• Awareness campaign, so people know it is available
• A “call to action...
Classify sites by
the pre-migration
assessment results
Ensure base
services are set up
and ready to go
Enable hybrid if
ne...
Migrate sites that don’t have
any issues
1
Send
Communications
to Site Owners
2
Migrate Data
3
Quality
Assurance and
Issue...
Classify sites by
the pre-migration
assessment results
Ensure base
services are set up
and ready to go
Enable hybrid if
ne...
Migrate Custom Sites
http://www.sptransformator.com
Thank you!
Erica Toelle
etoelle@valoremconsulting.com
Twitter: EricaToelle
Plan to Migrate to SharePoint Online
Plan to Migrate to SharePoint Online
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Plan to Migrate to SharePoint Online

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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.

Publié dans : Technologie

Plan to Migrate to SharePoint Online

  1. 1. Plan to Migrate to SharePoint Online Erica Toelle Business Productivity Manager, Valorem Consulting, USA
  2. 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
  3. 3. On-Premises NumberofSite Collections
  4. 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
  5. 5. Understand the Eco-system 1 Run a Pre- Migration Assessment 2 Classify Sites by Types of Issues 3 Create Mitigation Plan
  6. 6. Run a Pre-Migration Assessment • SharePoint Migration Assessment Tool Release Candidate • Sharegate’s Pre-migration assessment • Metalogix pre-migration assessment (Office 365 essentials)
  7. 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. 8. 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
  9. 9. 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
  10. 10. 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
  11. 11. 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
  12. 12. Rethink No Migration 3rd Party Tool or FastTrack 3rd Party Tool 3rd Party Tool or FastTrack Migration Approaches
  13. 13. 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
  14. 14. 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
  15. 15. 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
  16. 16. On-Prem NumberofSite Collections
  17. 17. High Value Scenarios Document Co-Authoring Enable anytime, anywhere access Offline access to files Document Co-Authoring Extranet & Partner Collaboration News Syndication and Distribution Knowledge Management Collaborative Task Management
  18. 18. 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
  19. 19. 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. 20. 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
  21. 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. 22. Migrate Custom Sites http://www.sptransformator.com
  23. 23. Thank you! Erica Toelle etoelle@valoremconsulting.com Twitter: EricaToelle

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