Migrating data into any platform is a difficult task, especially if you are moving into Office 365. If you are migrating to either SharePoint On-Premise or O365, you will need preparation, good planning, and detailed execution activities are keys to avoid migration nightmare.
This session will help you learn a methodology, adopted based on many previous migration, to help you deliver a successful migration project with happy users. We will learn the steps you need in your pre-migration analysis, migration checklists, post migration support, and any issues you might face during and after completing the migration efforts.
4. Welcome & Introduction
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, Search, & Publishing Sites
• Architect, trainer, and presenter
mike@maadarani.com
www.maadarani.com @mikemaadarani
12. 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
13.
14. 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
15. • Content Analysis
• How much content? How large?
• How many layers? (Web Applications, Site Collections, Sites)
• Content Types, Metadata? CTH?
• Security Levels
• Workflows
• Linked Information
Analyze: Decision Points
16. • Service Applications Analysis
• Search
• Managed Metadata
• Secure Store (must be done before BCS)
• BCS
• User Profiles
• PerformancePoint
Analyze: Decision Points
21. Private Cloud
Full Access
Farm Solutions
Sandbox Solutions
$$
Expensive to run
Expensive to maintain
Traditional
We know what we know
We expect innovation and great new features
22. Azure
VMs for you needs
If you’re used to a virtual environment, you’re ready for Azure
A few quirks
Full Access
Farm Solutions
Sandbox Solutions
$$
Pricier
Not clear on upfront cost
23. SharePoint Online
Limited Access
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
Features and Support
New Features come online first
Updates are almost every quarter
Good support from MS and the partners
26. • Usually cheaper that the other options
• All Content databases
• Search administration
• BDC
• Managed Metadata
• PerformancePoint
• Secure store
• User Profile databases
Database Upgrade
27.
28. Identify SPO Gaps
Federation
Midsize Business plan or higher for AD integration
Midsize, Enterprise E1 or higher for Yammer
Migration costs
Based on size and number of items
Lots of vendors, some are the same core engine
Farm Features
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
3rd party solutions
App Store is rich with many solutions
29. • Most companies have
content that is:
• Out of date
• Duplicated
• Difficult to find
• Would benefit from:
• delete/archive/migrate triage
• reorganization
• tagging with metadata
Real world content
30. 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!
31. • Why is remediation required?
• What to remediate?
• How to remediate?
Remediation
32. Why remediation is required
Some customizations:
Cannot be migrated as is
Some content:
Cannot be migrated
Should not be migrated
35. 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
39. 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 O365 Groups Profiles
• AD Sync
On-premises
• Search
• Consider Hybrid Search
• MMS, Secure Store, BCS,
PerformancePoint, User Profile
• Consider DB Upgrade
40. • The migration to the cloud must be performed
remotely
• User identities are different
Migration considerations
41. • 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
42. • Triage your content
• Assess
• Reconfigure your scripts/strategy
• Try again
• Follow your Plan
• Divide and Conquer
• Delta Migration
Execute: Content Migration
44. • Assess your content
• Re-run migration for missing content
• How is the current state performing/growing?
• Storage
• Security
• Performance
• Event Log
Assess: Action Points
45. • 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
48. 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