1.
What You Need to Know Before Upgrading
to SharePoint 2013
June 20, 2013

2.
2
Perficient is a leading information technology consulting firm serving clients
throughout North America.
We help clients implement business-driven technology solutions that integrate
business processes, improve worker productivity, increase customer loyalty and create
a more agile enterprise to better respond to new business opportunities.
About Perficient

3.
3
• Founded in 1997
• Public, NASDAQ: PRFT
• 2012 revenue of $327 million
• Major market locations throughout North America
• Atlanta, Austin, Boston, Charlotte, Chicago, Cincinnati, Cleveland, Columbus,
Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Minneapolis, New
Orleans, New York, Northern California, Philadelphia, Southern California, St.
Louis, Toronto, and Washington, D.C.
• Global delivery centers in China, Europe and India
• ~2,000 colleagues
• Dedicated solution practices
• ~85% repeat business rate
• Alliance partnerships with major technology vendors
• Multiple vendor/industry technology and growth awards
Perficient Profile

4.
4
Business Solutions
• Business Intelligence
• Business Process Management
• Customer Experience and CRM
• Enterprise Performance Management
• Enterprise Resource Planning
• Experience Design (XD)
• Management Consulting
Technology Solutions
• Business Integration/SOA
• Cloud Services
• Commerce
• Content Management
• Custom Application Development
• Education
• Information Management
• Mobile Platforms
• Platform Integration
• Portal & Social
Our Solutions Expertise

5.
5
Our Microsoft Practice

6.
SharePoint Expertise
 160+ Professionals in the SharePoint practice area
 First Certified Master World-Wide (1 of 9 total), SP2010
 Public websites delivered on SharePoint 2013: Three and counting
o http://www.marshfieldclinic.org
 500+ SharePoint projects
 520,000+ hours of SharePoint experience
 40,000 monthly blog hits
 Hired by Microsoft to Build SharePoint 2010 Demo for Technology Demo
Centers Worldwide
 Early Access to Software and Training via Product Group Relationships
 Defined Competencies in Infra, Development, Design, and Strategy
 Strong Partnerships with NewsGator, Telligent, BrightWork, KnowledgeLake,
Nintex, K2, AvePoint, and Metalogix
6

7.
Introduction
Suzanne George, MCTS
Senior Technical Architect at Perficient
• Developed, administered, and architected website
applications since 1995, working with top 100 companies
such as Netscape, AOL, Sun Microsystems, and Verio
• Experience includes custom applications and SharePoint
integration with applications such as ESRI, Deltek
Accounting Software, and SAP
• Sits on the MSL IT Manager Advisory Council, a
contributing author for SharePoint 2010 Administrators,
and presents at SharePoint Saturdays around the
country
7

8.
8
Poll

9.
9
Poll

10.
10
Poll

11.
11
Poll

12.
12
Poll

13.
Our Focus for Today
Why
SharePoint
2013
How
SharePoint
2013
Deploy
SharePoint
2013
13

14.
Tip!
SharePoint can make a
good process better and
a bad process worse.
14

15.
Why? SharePoint 2013

16.
SharePoint 2013 is Versatile
16

17.
SharePoint 2013 is Social
17

18.
SharePoint 2013 has Options
OnlineOn Premises
Hybrid
18

19.
SharePoint 2013 has Apps
19

20.
Tip!
Do NOT upgrade based
upon Microsoft’s release
schedule. Upgrades should
be driven by your business
strategy.
20

21.
Some tips and guides to help you
answer the “why” question
 SharePoint maturity
 Size of the SharePoint ecosystem
 Governance
 Size of the organization
 Size of the rollout and adoption
 Anticipated growth
 SharePoint growth in the next two years
 Firms with no existing SharePoint
 Anticipated significant grown in size or
functionality
Portal
Record & Search
Centers
Department Sites
Project/Team Sites
Personal MySites
21

22.
Design the SharePoint Farm
• Version of SharePoint
• Redundancy
• HTTP/HTTPS
• Features
22

23.
23
How? SharePoint 2013

24.
Tip!
With SharePoint, if you fail
to plan, you plan to fail.
24

25.
25
Migration Circle
Validate
Implement
Test
Plan
Prepare

26.
26
Migration Circle
Validate
Implement
Test
Prepare
Plan
Implement

27.
27
Migration Circle
Validate
Implement
Test
Prepare
Implement
Plan

28.
28
Phase Resource Output
1. Content Discovery IT
Content Inventory: A list of all URLs and documents
on source System
2. Content Analysis IT
Breakdown of source content types by look & feel /
structure, mime-type, location etc.
3. Source Content Review Content Owners List of pages to migrate / archive
4. Content Mapping
Content Owners /
Information
Architects
Mappings of source hierarchy to destination
hierarchy, and source content types to destination
content types
5. Migration Solution
Decision
IT A decision on appropriate tools required.
6. Migration Logic
Construction
IT
Re-runable logic to script the migration of source
web content
7. Migrated Content Review
/ Approval In Staging
Content Owners Approved content published to Production
Migration Planning

29.
29
Roadmap Planning
Define the business roadmap. The key to minimize risks and
surprises is planning. In most cases the SharePoint upgrade is
not a “double-click” process.
• Training, training, training!
• Inventory your current system
• Have a backup plan
• Get a second line of defense
• Understand the cost-benefit of upgrading

30.
30
Costs Considerations
• SharePoint 2013 licensing
• Hardware upgrade needs
• Development Tools
What are the costs of upgrading?
Answer: It depends…
• Custom web parts
• Administration
• Consultants
• UAT / QA testing
Often-forgotten costs

31.
31
An Example Roadmap
Q1 Q2 Q3 Q4
Roadmap
Foundation (Global Support)
Migration (SharePoint 2013)
• Functional Use Cases / Wireframes
• Program Planning
• Governance
• Information Architecture
• Taxonomy
• Multilingual Architecture
• Base Site Structure
• Search
• UX Branding
• Training Plan
• Organizational Plan
• Communications Plan
• Technical Architecture (Prod, QA, Dev)
• Branding Standards
• Development Standards
• Security Model
• DR, HA and Archive Architecture
• User Acceptance Planning and Testing
• Current State Content and Customization Analysis
• Current State Security and Access Model
• Current State Data Usage and Access Analysis
• Usage Questionnaire Completion
• Foundation Gap Analysis
• Migration Plan
• Migration Execution
• Migration Acceptance Testing
• Performance Testing
• Go Live Planning and Support
• User, Admin and Dev Training
• User, Admin and Dev Doc’s
• Production Support
Value Applications
• Transaction Integration
• Business Intelligence
• BPM
• Search Results
• Personalization
• Notes Applications
• CRM
• Extranet /Internet
• RIA
• Mobile
Transition
Planning, Communication and Oversight

32.
32
Form SharePoint
Migration Communications Plan
Week 1 Week 3 Week 5 Week 7 Week 9 Week 11 Week 12 Week 14 Week 16
High-Level
Approach
Key Milestones
Key Communication
Events
Content Inventory & Analysis Complete
Migration Requirements Gathering /
Input Complete
Source to Target
Mapping Complete
Execution Phase - Migration Effort Preparation
Requirements Phase - Raise Awareness, Communicate /Set Expectations,, Get Input/Feedback
E-mail Requirements Input Form, Instructions
Response Time: 48 hours
Project Progress E-mail
E-mail - Inform Site Owners
1) Date/Time of Migration
2) Option to migrate on own implications (archival, versions)
3) 2 week clean-up period
4) “Site Embargo” date
Migration Complete
Confirmation/Request for UAT
Email
Feedback
Request
E-mails / Support
Upcoming Deployment Announcement (Inform when sites will be ready, duration of source sites)
UAT Complete
Support & Feedback
Deployment Preparation -Production Environment
Content Migration
Complete
Project Intro E-mail
Deployment - Production
Environment
& Sign-Off
Content Refresh Complete & Site
Embargo
Follow-up Phone, Mail /
Meeting (as needed)
Final Notification/Follow-up
UAT Support & Change Requests
Site Embargo E-mail
Sign-offs)
Go Live Notification

33.
33
SharePoint
2013
migration
tips, tools
and more

34.
34
Migration Circle
Validate
Implement Test
Prepare
Plan
Prepare

35.
35
Scan, map, classify, and organize applications and their
content into new information architecture
Inventory Current System

36.
36
Sample Content Inventory Tool

37.
37
Issues do not disappear when you upgrade, make sure they are
resolved (if possible) in your current environment.
• Verify your existing SharePoint environment is up to date with patches
• Check for broken links in existing sites
• Review and identify all customizations – make sure you have the code
and/or installer for each!
• Optimize your large lists
• Optimize your content databases
• Upgrade to 64 bit environment
• Understand any/all UI changes and authentication methods
Fix Current Issues/Challenges

38.
38
Upgrade Philosophy
Some ideas to help you during the upgrade
process
• Detect and Discuss issues early
– Report critical issues early
• Do NOT implement a solution which will
lose data
– Keep as much of your content and settings
as possible
• Minimize downtime
• Continue when possible
• Be reentrant
• Keep the administrator / architect
informed

39.
39
Migration Circle
Validate
Implement
Test
Prepare
Plan
Prepare
Test

40.
40
Practice makes perfect!
• Perform a trial upgrade on a test farm
• Perform a mini-UAT verification
• Ensure your checklists are complete
• Checklist items
Content Databases
Service Applications
Farm/Web Application
Farm Settings
Customizations
Security
Performance
Email
Migration Tips

41.
Deploy SharePoint 2013

42.
42
Migration Circle
Validate
Test
Prepare
Plan
Prepare
TestImplement
Validate

43.
Build / Upgrade farms
• Services farm
• Content farm
Minimize downtime
• Use read only with fallback
environment
• Build for upgrade parallelism
Deploy customizations
• Use solutions whenever
possible
Monitor progress
• Watch upgrade status
indicators
• Ensure upgrade process is on
schedule
Assessment
• Review deployment
• Review new feature requests
Maintenance
• Administration
• Development – Bug fix
Execute Upgrade / Next Steps
44

44.
44
Path to successful upgrade/implementation
• Understand and learn Why SharePoint 2013!
• Build a business justification by How SharePoint 2013
• Deploy SharePoint with confidence having going through
Why and How exercises!
Summary

45.
45
SharePoint 2013
Search & Social
http://bit.ly/10uTQsF
Connect with Perficient