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SharePoint 2013 – How to get there!
Upgrade options from real world experience
Technical
Process
Barry Boudreau
Chief Technology Officer
Kiefer Consulting, Inc.
Kiefer Competencies
Agenda
• Upgrade from the End User’s Perspective
(Business)
– Upgrade Strategy
– End User Responsibilities
– Motivating Users to Learn SharePoint 2013
– IT Responsibilities
• The Upgrade Process (Technical)
– How to get there from SharePoint 2007
– How to get there from SharePoint 2010
Costs Associated
With Restructuring
Technology Upgrade Costs
Upgrading Almost Always Involves
Restructuring Content
Migration Process
Preparation
Assessment
Migration
Testing/
Validation
Post
Migration
For Office 365 Migrations
Analyze Existing
Content
(Location, Quantity,
Solutions)
Determine
Migration Priority
Create New Site
Collection(s)
Validate Content
Based On Content
Map/Schedule
Launch New Site
(w/ Training)
Assess Office 365
Environment
Identify Source
Content To Be
Migrated
Determine
Ownership Of
Content
Clean Up Content/
Content Refresh
Prepare
Environment (O365
or On Premise)
Define Information
Architecture
Owner Review Of
Content (Training
Opportunity)
Migrate Content
Based On IA/
Schedule
Define Migration
Schedule
Approved
Delete Source
Content That Has
Been Migrated
Set SourceContent
To Read Only
Review Feedback
Resolve Issues
Plan Launch Efforts
3rd
party tool?
Copy/Paste?
Many Times Upgrading Actually Means
“Migrating”
Upgrade and migration strategies
Upgrade/migrate to
the cloud
Upgrade to next
version – sequential
(recommended)
Leapfrog to the
latest version
Upgrade to the Next Version
Things to look out for:
 Storage requirements
 Customizations & Missing files
 Changes in supportabilily limits
 Orphaned sites
 Patch level (not up to date)
 Platform changes (Search, OWA, etc.)
 Authentication type (Classic, Claims, etc...)
The only built-in
method supported
and provided by the
product
Leapfrog to the latest version
Things to look out for:
 Storage requirements
 Customizations & missing files
 Changes in supportabilily limits
 Orphaned sites
 Functionality in use
 Running workflows
 Deprecated features
 Load on resources (hardware and people)
Requires 3rd party
tools or multiple
upgrades
Upgrade/Migrate to the Cloud
Things to look out for
 Not all workloads available in the cloud
 Certain workloads are challenging in hybrid mode
 Connectivity to other systems and their locations
 Existing solution-specific customizations/managed code
 Licensing costs for 3rd party migration tools, support, etc.
 Future plans with regards to customizations, integration, etc.
 Amount of data to be migrated and throughput targets during process
Requires 3rd party
tools or manual
migration
Delete Unused/Evaluate Underused
Site Collections & Sub Sites
Not every ‘unused’ site collection or
‘old’ site collection should be deleted.
Example: Emergency Preparedness Site
Delete Unnecessary Versions
Before Digital File Shares SharePoint
Hopefully you already limit the number of versions
whenever versioning is enabled…
If you don’t – the upgrade provides a reminder (and benefit)
to adjusting and evaluating versioning and previous stored
versions of documents.
Identify Unused Templates, Features &
Web Parts
Finish Visual Upgrades In 2010
Environment w/ IT
Re-Create Site Templates
From 2010 Only A Few…
• Document Workspace
• Meeting Workspace
• Group Work Site
• Personalization Site
• Visio Process Repository (Not Removed, But Will Be)
From 2007 All Site Templates…
Learn SharePoint 2013
Top 10 Features To Help Motivate
Users
• #1-Enhanced Collaboration
• #2-Social Engagement
• #3-Find Experts and the right Content
• #4-Doc and Records Management, eDiscovery and Compliance
• #5-Government Portals - Intranet, Extranet and Internet
• #6-Next Gen Devices
• #7-Business Intelligence, Dashboards and Reporting
• #8-Organize Projects
• #9-Improve Service Delivery with Citizen Apps
• #10-Better Governance
Streamline common tasks
Simplified Sharing:
Drag and drop content
directly into your
document libraries and
by hovering over a
document
Live document preview
and at a glance see
who you’re sharing
with and when the
document was last
edited.
Without leaving the
library you can edit
your documents using
Office Web Apps, and
in one click share it
with a colleague.
We’re taking document
sharing and storage
one step further with
the introduction of
SkyDrive Pro.
Integrate Social Across Departments
Connect your
workforce and share
knowledge with
social capabilities in
SharePoint and
Yammer
Follow colleagues,
teams, documents, and
sites to stay on top of
the latest government
happenings and
improve collaboration
across departments
and agencies.
New Community Sites
help you engage in
crowdsourcing and
harness social networks
and insights to drive
knowledge sharing.
Improve cross-agency
knowledge sharing and
collaborative processes
Crowdsource for best
ideas
Reduce time to get
new hires up to speed;
promote team building
Benefits
Follow people,
documents and sites
Share ideas and get
answers in real time
on your Newsfeed
#hashtags
@Mention people
Pervasive presence
integration
♡ Like
Enhanced
Collaboration
EmergencyPlan
GrantManagement
EmployeePensions
TGIF
Feedback
#EmergencyPlan.
Emergency Planning site
Who typically works on #EmergencyPlan updates?
those type of updates.
Deliver Better Portal Experience
through Search
Government
Portals
Simplify how citizens
retrieve public service
information and get
answers to questions
SharePoint Search and
FAST Search are brought
together into a next
generation search
engine.
Search is far more tuned
to what citizens are
doing, and what others
have found successful.
New Hover Card enables
users to quickly inspect
and find what they are
looking for.
Improve public
awareness of citizen
and business services;
better address
constituent needs
Benefits
Create YouTube-like
video experiences
through Search
View video thumbnails
without leaving your
search page
Visual
refiners
Dive into the part of
the document that
matters most
Interact with
live previews
of documents
New Hover Card
changes based on
content type
Find it in one place
with unified
eDiscovery
With advanced search
technology (from the
FAST acquisition) the
new Office unifies the
eDiscovery process by
letting you retrieve
content stored across
Exchange, SharePoint,
Lync and even file
shares.
Compliance officers can
search and view
content by project,
legal matter, or
business context.
Reduce time spent and
costs associated with
discovery
Eliminate third-party
security and
compliance software
Benefits
Get instant
statistics
Use proximity searches to
understand context
Query results across
Exchange and SharePoint
Laser focused refiners to
help find the data you need
Fine tune complex
queries
Risk and
Compliance
Simplify eDiscovery for Compliance
Officers
Create dynamic sites
Familiar Content Authoring and
Management
Managed Navigation/Friendly URL’s
Support Automated or Manual
Translation
Image Renditions
Video Improvements
Usage Analytics
Design Manager
Device Based Rendering
Support BYOD and
use Office Mobile
across devices and
platforms
Workers on mobile
devices stay productive
with Office Web Apps
and connected with
presence and instant
messaging. One-click
into Lync meetings and
view shared content.
With Office 365,
Exchange and Office
enable Rights
Management
capabilities by default,
including IRM in Office,
OWA and Exchange
ActiveSync.
Improve productivity
and satisfaction of
employees who travel
and work on projects
and missions across
geographic locations
Reduce the risk and
costs associated with
unwanted disclosure,
such as classified
documents and citizen
information
Reduce device
hardware and support
costs (BYOD)
Benefits
iPhone
Windows Phone
Office Mobile apps available on Windows
Phone 7.5 and Windows Phone 8
Android
iPad
OneNote and Lync apps available on iOS
and Android phones
Next Generation
Devices and Apps
Securely manage mobile devices with policies that let you enforce
PIN lock and remove confidential data from lost phones
Work More Securely From Your Own
Device
Take budget data,
citizen behaviors,
and economic
trends into Excel to
discover insights
Use Excel
recommendations for
the most suitable
charts and pivot tables
based on patterns in
your data.
Quickly preview your
chart and graph
options, and then pick
the option that works
best.
Apply Timeline Slicer, a
visual time filter, to see
data quickly over
different periods.
Save time creating
budgets, reports and
analyzing data
Gain efficiencies and
empower workers
through self-service BI
Enable your leadership
to make better, more
informed decisions
Benefits
Flash Fill automatically
recognizes pattern from list
and proposes fill
Recommended Charts: Excel
recommends the most
suitable charts based on
patterns in your data.
Discover different ways to
visually represent data
Timeline Slicer: See your data over
different time periods, e.g., Month,
Quarter, Year
Business
Intelligence
Budget Report
Budget Allocation
Count
Create Budget Reports Faster, Help
Officials Discover Insights
Keep things on track
Extend the way you
create and consume
information from
within Office and
SharePoint
Develop apps for Office
and SharePoint with
HTML/CSS, JavaScript
or PHP.
Hosted in the cloud
with minimum device
footprint.
Apps can be accessed
from any device with a
web browser.
Distribute and manage
with IT app catalog (or
public Office Store).
Lower IT costs and time
spent on deployment
and delivery
Reduce training costs
by leveraging familiar
Office UI
Increase insight into
web content and LOB
data to improve
decision making and
unlock the ROI in
existing investments
Benefits
The Bing Maps app in Excel maps the
addresses highlighted
Work across Office apps and
Office Web Apps
Line-of-Business
Applications
Next Generation
Devices and Apps
Develop Apps Using New Cloud App
Model
Manage app approvals and usage
Learn and Train the Trainer
Inform your user community
• Information on what will happen during transition…
• Communication on when their 2013 ‘infrastructure’
upgrade will occur…
• Provided directions if using self-service upgrade…
• Notifications and reminders for when upgrade must be
completed by…
• Self-service upgrade still means getting people to do it
eventually by a specific time
• Notification when the ‘infrastructure’ upgrade is
finished…
• What IT support, training, and help will be available…
Understand The Differences
1.No Design View in SharePoint Designer 2013
2.No Breadcrumb (By Default)
3.Create Sub Site Has Moved
4.No Sign In As a Different User
5.App Naming & Organization (For Those Who Are
Used To Previous Methods For Creating New
Lists/Libraries The App Naming Can Be Confusing)
6.Share Instead Of Manage Permissions (Better
Than Previous Model, But Requires Explanation)
Help Users Understand The
Upgrade Process
Are you still using SharePoint
2007?
• Things to Know:
–Direct Upgrade NOT an option
–Need to use a 2010 Staging Farm (or a tool)
• Must be 64 bit; Should be Windows Server
2008 R2/SQL Server 2008 R2 or better
Inventory the existing Farm
Demo – Inventory
Upgrade Worksheet
PreUpgradeCheck
PreUpgrade Solutions
Site Templates
Web Apps/Databases
Configure SharePoint 2010 Staging
Farm
• Configure the 2010 Staging Farm (we use a
custom PS Script)
• Create a new web application for each 2007 web
app (don’t forget mySites)
• Install 3rd party solutions
• Restore and attach the content database (Mount-
SPContentDatabase)
• To Visual Upgrade or not To Visual Upgrade?
• Test, Test, Test
• GOTO “How to get there from SharePoint 2010”
The Overall Process
Things to know ahead of time
• 2010 database must be RTM or later
– No Service Pack required
• Upgrade from 2013 beta to 2013 RTM not allowed
• Office web apps are now on their own server so plan
accordingly, 2013 will not consume 2010 OWA
• Add managed paths manually before attaching
databases
• Always upgrade database with root site collection first
• Try to use same URLs
• You need more hardware! 
Things to know ahead of time
• Valid methods
–Database attach (Mount)
• Authentication
• Nomorepreupgradecheck
2013 Upgrade Report
Features and Solutions
• 2010 stuff mostly just works
• Hopefully everything is WSPs
• Fab 40 Solutions will not upgrade – upgrade
process refuses and leaves them in 14 mode.
Things that are new
• Upgrade just affects the database schema not
the site collections
• No more visual upgrade
– 2010 vs. 2013 site collections
• Everything is in the hands of site collection
admins
– Test upgrade – creates a new site collection to test
– Upgrade health rules
– Upgrade process
New Site Collection Upgrades
New Site Collection Upgrades
Puts The Upgrade In Users Hands
Users Can Try A Demo Upgrade
Sends an email to the Site Collection Admin
when queue and eval site creation is complete.
• The “Upgrade Evaluation Site Collection” must be clearly communicated as NOT FOR
REAL USE as it expires in 30 days – noted in a bar at the top.
• It also creates a copy of the site collection, so depending on search settings, and
storage this can have significant ramifications (beyond just the performance
implications).
• Depending on SQL (non enterprise) this may set the site to ‘read only’ until creation
is complete.
Users Manage The Upgrade Process
What did we learn?
• Communication with stakeholders is key
– Show the benefits, get their buy-in.
– Explain the process
• Train the trainer
• Detailed Inventory Identifies Pre-Upgrade Work
to be done
– 3rd party
– Deprecated features
• Prepare to do a lot of design work
• UAT is key
Join us right after the event at the Firehouse Grill!
Socialize and unwind after our day of learning.
1765 E. Bayshore Road
East Palo Alto, CA

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SharePoint 2013 upgrade, migration and modernization strategies

  • 1.
  • 2. SharePoint 2013 – How to get there! Upgrade options from real world experience Technical Process Barry Boudreau Chief Technology Officer Kiefer Consulting, Inc.
  • 4. Agenda • Upgrade from the End User’s Perspective (Business) – Upgrade Strategy – End User Responsibilities – Motivating Users to Learn SharePoint 2013 – IT Responsibilities • The Upgrade Process (Technical) – How to get there from SharePoint 2007 – How to get there from SharePoint 2010
  • 5. Costs Associated With Restructuring Technology Upgrade Costs Upgrading Almost Always Involves Restructuring Content
  • 6. Migration Process Preparation Assessment Migration Testing/ Validation Post Migration For Office 365 Migrations Analyze Existing Content (Location, Quantity, Solutions) Determine Migration Priority Create New Site Collection(s) Validate Content Based On Content Map/Schedule Launch New Site (w/ Training) Assess Office 365 Environment Identify Source Content To Be Migrated Determine Ownership Of Content Clean Up Content/ Content Refresh Prepare Environment (O365 or On Premise) Define Information Architecture Owner Review Of Content (Training Opportunity) Migrate Content Based On IA/ Schedule Define Migration Schedule Approved Delete Source Content That Has Been Migrated Set SourceContent To Read Only Review Feedback Resolve Issues Plan Launch Efforts 3rd party tool? Copy/Paste? Many Times Upgrading Actually Means “Migrating”
  • 7.
  • 8. Upgrade and migration strategies Upgrade/migrate to the cloud Upgrade to next version – sequential (recommended) Leapfrog to the latest version
  • 9. Upgrade to the Next Version Things to look out for:  Storage requirements  Customizations & Missing files  Changes in supportabilily limits  Orphaned sites  Patch level (not up to date)  Platform changes (Search, OWA, etc.)  Authentication type (Classic, Claims, etc...) The only built-in method supported and provided by the product
  • 10. Leapfrog to the latest version Things to look out for:  Storage requirements  Customizations & missing files  Changes in supportabilily limits  Orphaned sites  Functionality in use  Running workflows  Deprecated features  Load on resources (hardware and people) Requires 3rd party tools or multiple upgrades
  • 11. Upgrade/Migrate to the Cloud Things to look out for  Not all workloads available in the cloud  Certain workloads are challenging in hybrid mode  Connectivity to other systems and their locations  Existing solution-specific customizations/managed code  Licensing costs for 3rd party migration tools, support, etc.  Future plans with regards to customizations, integration, etc.  Amount of data to be migrated and throughput targets during process Requires 3rd party tools or manual migration
  • 12.
  • 13. Delete Unused/Evaluate Underused Site Collections & Sub Sites Not every ‘unused’ site collection or ‘old’ site collection should be deleted. Example: Emergency Preparedness Site
  • 14. Delete Unnecessary Versions Before Digital File Shares SharePoint Hopefully you already limit the number of versions whenever versioning is enabled… If you don’t – the upgrade provides a reminder (and benefit) to adjusting and evaluating versioning and previous stored versions of documents.
  • 15. Identify Unused Templates, Features & Web Parts
  • 16. Finish Visual Upgrades In 2010 Environment w/ IT
  • 17. Re-Create Site Templates From 2010 Only A Few… • Document Workspace • Meeting Workspace • Group Work Site • Personalization Site • Visio Process Repository (Not Removed, But Will Be) From 2007 All Site Templates…
  • 19.
  • 20. Top 10 Features To Help Motivate Users • #1-Enhanced Collaboration • #2-Social Engagement • #3-Find Experts and the right Content • #4-Doc and Records Management, eDiscovery and Compliance • #5-Government Portals - Intranet, Extranet and Internet • #6-Next Gen Devices • #7-Business Intelligence, Dashboards and Reporting • #8-Organize Projects • #9-Improve Service Delivery with Citizen Apps • #10-Better Governance
  • 21. Streamline common tasks Simplified Sharing: Drag and drop content directly into your document libraries and by hovering over a document Live document preview and at a glance see who you’re sharing with and when the document was last edited. Without leaving the library you can edit your documents using Office Web Apps, and in one click share it with a colleague. We’re taking document sharing and storage one step further with the introduction of SkyDrive Pro.
  • 22. Integrate Social Across Departments Connect your workforce and share knowledge with social capabilities in SharePoint and Yammer Follow colleagues, teams, documents, and sites to stay on top of the latest government happenings and improve collaboration across departments and agencies. New Community Sites help you engage in crowdsourcing and harness social networks and insights to drive knowledge sharing. Improve cross-agency knowledge sharing and collaborative processes Crowdsource for best ideas Reduce time to get new hires up to speed; promote team building Benefits Follow people, documents and sites Share ideas and get answers in real time on your Newsfeed #hashtags @Mention people Pervasive presence integration ♡ Like Enhanced Collaboration EmergencyPlan GrantManagement EmployeePensions TGIF Feedback #EmergencyPlan. Emergency Planning site Who typically works on #EmergencyPlan updates? those type of updates.
  • 23. Deliver Better Portal Experience through Search Government Portals Simplify how citizens retrieve public service information and get answers to questions SharePoint Search and FAST Search are brought together into a next generation search engine. Search is far more tuned to what citizens are doing, and what others have found successful. New Hover Card enables users to quickly inspect and find what they are looking for. Improve public awareness of citizen and business services; better address constituent needs Benefits Create YouTube-like video experiences through Search View video thumbnails without leaving your search page Visual refiners Dive into the part of the document that matters most Interact with live previews of documents New Hover Card changes based on content type
  • 24. Find it in one place with unified eDiscovery With advanced search technology (from the FAST acquisition) the new Office unifies the eDiscovery process by letting you retrieve content stored across Exchange, SharePoint, Lync and even file shares. Compliance officers can search and view content by project, legal matter, or business context. Reduce time spent and costs associated with discovery Eliminate third-party security and compliance software Benefits Get instant statistics Use proximity searches to understand context Query results across Exchange and SharePoint Laser focused refiners to help find the data you need Fine tune complex queries Risk and Compliance Simplify eDiscovery for Compliance Officers
  • 25. Create dynamic sites Familiar Content Authoring and Management Managed Navigation/Friendly URL’s Support Automated or Manual Translation Image Renditions Video Improvements Usage Analytics Design Manager Device Based Rendering
  • 26. Support BYOD and use Office Mobile across devices and platforms Workers on mobile devices stay productive with Office Web Apps and connected with presence and instant messaging. One-click into Lync meetings and view shared content. With Office 365, Exchange and Office enable Rights Management capabilities by default, including IRM in Office, OWA and Exchange ActiveSync. Improve productivity and satisfaction of employees who travel and work on projects and missions across geographic locations Reduce the risk and costs associated with unwanted disclosure, such as classified documents and citizen information Reduce device hardware and support costs (BYOD) Benefits iPhone Windows Phone Office Mobile apps available on Windows Phone 7.5 and Windows Phone 8 Android iPad OneNote and Lync apps available on iOS and Android phones Next Generation Devices and Apps Securely manage mobile devices with policies that let you enforce PIN lock and remove confidential data from lost phones Work More Securely From Your Own Device
  • 27. Take budget data, citizen behaviors, and economic trends into Excel to discover insights Use Excel recommendations for the most suitable charts and pivot tables based on patterns in your data. Quickly preview your chart and graph options, and then pick the option that works best. Apply Timeline Slicer, a visual time filter, to see data quickly over different periods. Save time creating budgets, reports and analyzing data Gain efficiencies and empower workers through self-service BI Enable your leadership to make better, more informed decisions Benefits Flash Fill automatically recognizes pattern from list and proposes fill Recommended Charts: Excel recommends the most suitable charts based on patterns in your data. Discover different ways to visually represent data Timeline Slicer: See your data over different time periods, e.g., Month, Quarter, Year Business Intelligence Budget Report Budget Allocation Count Create Budget Reports Faster, Help Officials Discover Insights
  • 28. Keep things on track
  • 29. Extend the way you create and consume information from within Office and SharePoint Develop apps for Office and SharePoint with HTML/CSS, JavaScript or PHP. Hosted in the cloud with minimum device footprint. Apps can be accessed from any device with a web browser. Distribute and manage with IT app catalog (or public Office Store). Lower IT costs and time spent on deployment and delivery Reduce training costs by leveraging familiar Office UI Increase insight into web content and LOB data to improve decision making and unlock the ROI in existing investments Benefits The Bing Maps app in Excel maps the addresses highlighted Work across Office apps and Office Web Apps Line-of-Business Applications Next Generation Devices and Apps Develop Apps Using New Cloud App Model
  • 30. Manage app approvals and usage
  • 31.
  • 32. Learn and Train the Trainer
  • 33. Inform your user community • Information on what will happen during transition… • Communication on when their 2013 ‘infrastructure’ upgrade will occur… • Provided directions if using self-service upgrade… • Notifications and reminders for when upgrade must be completed by… • Self-service upgrade still means getting people to do it eventually by a specific time • Notification when the ‘infrastructure’ upgrade is finished… • What IT support, training, and help will be available…
  • 34. Understand The Differences 1.No Design View in SharePoint Designer 2013 2.No Breadcrumb (By Default) 3.Create Sub Site Has Moved 4.No Sign In As a Different User 5.App Naming & Organization (For Those Who Are Used To Previous Methods For Creating New Lists/Libraries The App Naming Can Be Confusing) 6.Share Instead Of Manage Permissions (Better Than Previous Model, But Requires Explanation)
  • 35. Help Users Understand The Upgrade Process
  • 36.
  • 37. Are you still using SharePoint 2007? • Things to Know: –Direct Upgrade NOT an option –Need to use a 2010 Staging Farm (or a tool) • Must be 64 bit; Should be Windows Server 2008 R2/SQL Server 2008 R2 or better
  • 39. Demo – Inventory Upgrade Worksheet PreUpgradeCheck PreUpgrade Solutions Site Templates Web Apps/Databases
  • 40. Configure SharePoint 2010 Staging Farm • Configure the 2010 Staging Farm (we use a custom PS Script) • Create a new web application for each 2007 web app (don’t forget mySites) • Install 3rd party solutions • Restore and attach the content database (Mount- SPContentDatabase) • To Visual Upgrade or not To Visual Upgrade? • Test, Test, Test • GOTO “How to get there from SharePoint 2010”
  • 41.
  • 43. Things to know ahead of time • 2010 database must be RTM or later – No Service Pack required • Upgrade from 2013 beta to 2013 RTM not allowed • Office web apps are now on their own server so plan accordingly, 2013 will not consume 2010 OWA • Add managed paths manually before attaching databases • Always upgrade database with root site collection first • Try to use same URLs • You need more hardware! 
  • 44. Things to know ahead of time • Valid methods –Database attach (Mount) • Authentication • Nomorepreupgradecheck 2013 Upgrade Report
  • 45. Features and Solutions • 2010 stuff mostly just works • Hopefully everything is WSPs • Fab 40 Solutions will not upgrade – upgrade process refuses and leaves them in 14 mode.
  • 46. Things that are new • Upgrade just affects the database schema not the site collections • No more visual upgrade – 2010 vs. 2013 site collections • Everything is in the hands of site collection admins – Test upgrade – creates a new site collection to test – Upgrade health rules – Upgrade process
  • 49. Puts The Upgrade In Users Hands
  • 50. Users Can Try A Demo Upgrade Sends an email to the Site Collection Admin when queue and eval site creation is complete. • The “Upgrade Evaluation Site Collection” must be clearly communicated as NOT FOR REAL USE as it expires in 30 days – noted in a bar at the top. • It also creates a copy of the site collection, so depending on search settings, and storage this can have significant ramifications (beyond just the performance implications). • Depending on SQL (non enterprise) this may set the site to ‘read only’ until creation is complete.
  • 51. Users Manage The Upgrade Process
  • 52. What did we learn? • Communication with stakeholders is key – Show the benefits, get their buy-in. – Explain the process • Train the trainer • Detailed Inventory Identifies Pre-Upgrade Work to be done – 3rd party – Deprecated features • Prepare to do a lot of design work • UAT is key
  • 53.
  • 54. Join us right after the event at the Firehouse Grill! Socialize and unwind after our day of learning. 1765 E. Bayshore Road East Palo Alto, CA

Hinweis der Redaktion

  1. Introduction slide
  2. Watch out for the hidden costs Technology is not the biggest expense, it’s the manpower it takes to rethink your content’s structure (IA)
  3. You have two choices: Upgrade – start fresh and copy over the content. Upgrade/Migrate – upgrade your existing farm (in place or new farm)
  4. This is what we did at Kiefer
  5. This is what we did at POLA
  6. Run PS Scripts and Provide them a list
  7. Preupgradechecker will give you a good list
  8. During an upgrade from the server products in the Office 2007 release to SharePoint 2010 Products, you could allow site owners to use Visual Upgrade to keep sites in the old experience on the upgraded environment. When you upgrade to SharePoint 2013 Preview, all sites that are still in the old experience in SharePoint 2010 Products are automatically upgraded to the 2010 experience. If you want the opportunity to address any issues and review the sites before they are switched to the new experience, upgrade them to the new experience in your SharePoint 2010 Products environment and review them before you upgrade them to SharePoint 2013 Preview. We recommend that you finish visual upgrades before you upgrade to SharePoint 2013 Preview. Finishing visual upgrades before you upgrade provides the following benefits: You can address issues while you still have the server products in the Office 2007 release components available. You can have users be involved in reviewing and fixing issues in their sites. You can roll back to the old experience temporarily if it is necessary. You cannot roll back when you are in the SharePoint 2013 Preview experience. You avoid adding potential errors to the upgrade process. The fewer operations occurring during upgrade, the better. Trying to troubleshoot errors is more difficult when you have more processes involved. And users might think that upgrade has caused an issue when it's really the experience changing to the new version. If you have an issue with how the site interface is displaying, how will you know whether it is an old issue from the site that was forced through visual upgrade, a problem with the 2010 mode in SharePoint 2013 Preview, or a problem with a new CSS file? To check for sites in the old experience, on the SharePoint 2010 Products environment, you can use the Get-SPSite Windows PowerShell command. To check for and upgrade sites still in the old experience in the SharePoint 2010 Products environment by using Windows PowerShell Verify that you have the following memberships: securityadmin fixed server role on the SQL Server instance. db_owner fixed database role on all databases that are to be updated. Administrators group on the server on which you are running the Windows PowerShell cmdlets. An administrator can use the Add-SPShellAdmin cmdlet to grant permissions to use SharePoint 2013 Preview cmdlets. Note: If you do not have permissions, contact your Setup administrator or SQL Server administrator to request permissions. For additional information about Windows PowerShell permissions, see Add-SPShellAdmin. On the Start menu, click All Programs. Click Microsoft SharePoint 2010 Products. Click SharePoint 2010 Management Shell. At the Windows PowerShell command prompt, type the following command to return all site collections that are in or have subwebs in the old experience: Get-SPSite | ForEach-Object{$_.GetVisualReport()} At the Windows PowerShell command prompt, type the following command to upgrade those sites to the new experience: Get-SPSite | ForEach-Object{$_.VisualUpgradeWebs()} For more information, see Get-SPSite and Manage visual upgrade (SharePoint Server 2010).
  9. If you have any custom site templates, you’ll need to recreate some of them in the 2013 experience.
  10. We’ve really focused on making sharing simple in this release. You can drag and drop content directly into your document libraries and by hovering over a document you can see live document preview and at a glance see who you’re sharing with and when the document was last edited. Without leaving the library you can edit your documents using Office Web Apps, and in one click share it with a colleague. We’re taking document sharing and storage one step further with the introduction of SkyDrive Pro.
  11. We have incorporated all the social networking capabilities that people love in the new SharePoint.   Here you can see the SharePoint Newsfeed, which enables you to speak your mind, share ideas and get answers in real time. You get hashtags (#), ‘likes’ and the ability to mention people (@) in a post. You can follow people, document and sites, so you always know what is going on with your colleagues and projects. You can even create an Outlook task, right from your Newsfeed, so you can effectively track an action item.   This is what we call social to get things done. Theme: Connect your workplace with integrated social capabilities – communication and collaboration within and across agencies; Knowledge Sharing to Drive Productivity and Efficiencies; Resolve issues faster Office 2013 capabilities: social capabilities in SharePoint and Office – like newsfeeds to follow sites, documents and discussions to get answers in real time - follow people, teams, documents and sites to stay on top of the latest happenings. Keep track of what your colleagues are up to through their activity feed. SharePoint even recommends people and documents to follow based on your interests and responsibilities. Ratings and reputation scores enable you to recognize colleagues and develop expert communities. Enterprise newsfeeds and microblogging Follow people, document and sites Create Outlook tasks from your Newsfeed Click to communicate with pervasive presence and People card Yammer: Yammer already integrates with SharePoint and Dynamics, and over time it will offer more and more connections with SharePoint, Office 365, Dynamics and Skype. SharePoint will include new social networking capabilities, and Yammer will power the next generation of SharePoint and Office 365 social experiences. Yammer and SharePoint have highly complementary strengths that will benefit business users and IT. -Users love Yammer – their viral growth model and high engagement is the recipe for success with social. -SharePoint is the platform IT NEEDS – SharePoint will offer IT the support it needs to ensure that Social is not only a success with users, but can continue to grow and meet IT’s governance, security, and compliance needs. -Yammer is always improving: For free users they will often release multiple times a week in an effort to continue to fine tune engagement and even roll out new features. Users are used to iterative changes with consumer software, and with social it’s crucial that we are always at the front of the curve with innovation. IT departments simply can’t keep pace with our ability to innovate and roll-out software in the cloud. -SharePoint will always be the place that IT goes to manage social: SharePoint will offer a more stable platform that IT can understand and easily predict ensuring that they can both continue to have the latest Social experience with Yammer, but also ensure they the key controls needed to meet the business’ highly demanding SLA’s. -Yammer is simple and consistent: By not allowing major changes to the experience it ensures that Yammer is always confident that ever user stays engaged and get work done. -SharePoint will offer our customers that need that ability to provide advanced, highly customized experiences a way to continue to do this and still leverage the powerful social layer to keep these applications dynamic and alive. Together Yammer and SharePoint will enable Microsoft to offer a service that no other company can match, that both the business and IT will love
  12. Animated Slide with two views of search results in SharePoint Answering a question is only helpful if the user can act on it, and SharePoint makes acting natural and intuitive with the introduction of the hover card. From the hover card you can do a live preview of a document, deep dive into that document, in meaning not just to the right document but to the right part of the of the document with the introduction of a new features called “deep links”. And finally you can act on that result with contextual actions based on the document itself. So for an example for a person result, actions can be follow/send email/view profile, while for a video it can be play/share/etc. All of this is also extensible and customizable allowing you to make search actionable for any content and create a richer experience. Click for 2nd image of video search: Here is a great example of a out of the box experience, the video search. Visualizing the results is important, but having the ability to inspect and interact, in this case ability to play the videos with-in the results or even inside the hover panel makes for a compelling search experience. Note how the hover panel surfaces additional metadata and event relevant actions. Right under the search box, you will see a list of verticals. These not allow for users to find quickly what they are looking for by setting the right context but are also a customizable and extensible as any part of the search results page which will allow you to create your own great and unique experiences on top of the platform. All of these experiences can be customized to allow organizations to easily extend and build their own experiences both inside and outside of SharePoint. More on SharePoint Search: MSFT has invested heavily in search in the past several years….In this release we brought together SharePoint Search and FAST Search into a next generation search engine that we consider the best of both worlds. The scale and power of FAST with the simplicity and manageability of SP Search. But this release is far more then best of both worlds, it is step ahead for the entire search industry. Search in SharePoint 2013 focuses not just on technology, but the core belief that search should help users find what they are looking for and get answers to the questions they ask. This means doing far more then searching a index, but requiring the development of a entire new experience dedicated to the users intent, that can analyze user interactions while having the flexibility to draw information from across the enterprise and even from out in the web. The search experience in SharePoint 2013 is beyond just a great user experience, as it will allow anyone looking to leverage the extensible engine to build their own experiences that can benefit much of the richness that SharePoint provides.
  13. Across Exchange, SharePoint, Lync and file shares Based on enhanced search technology Delegate discovery dashboard with role based access control With advanced search technology (from the FAST acquisition) the new Office unifies the eDiscovery process by letting you retrieve content stored across Exchange, SharePoint, Lync and even file shares.   You can search and view content by project, legal matter, or business context. Laser-focused refiners help you get the exact content you are looking for.   Key benefits of our unified eDiscovery solution are: First, you can find it all in one place: one single experience for searching and preserving email, documents, site mailboxes, etc. Secondly, find what you need and only what you need: be specific about what you want to search for and preserve, to reduce discovery costs Thirdly, find it without user impact: place no burden on the user for preserving and searching for data, do it all in the background. Eliminate the need to buy and manage a separate archiving solution by allowing users to access an email archive from within their Inbox and equipping specialized users with eDiscovery tools.
  14. With SharePoint you can embed PowerPoint presentations and videos into your team or intranet sites to help communicate business priorities and initiatives. SharePoint blogs allow you to provide regular updates to your team or the entire organization and get rapid feedback. We’ve made a number of improvements to inline site editing so updating sites and communicate changes to critical business processes can be done quickly to keep everyone up-to-date.
  15. Office works across devices and platforms, from smartphones and tablets to desktops and from PCs to Macs, and even on popular browsers. Support for Windows phone, iOS and Android phones enables bring-your-own-device. The new Office is designed to work closely with Windows on PCs, tablets and phones. Moreover with improved Lync meeting integration, mobile workers can one-click into Lync meetings and view shared content. Summary on Rights Management: Data can flow anywhere anytime Access based control does not protect content once it has been accessed. Rights Management provides encryption that is persisted with the content. Enables rich policy to be associated with content to prevent accidental disclosure of content. Rights Management is now integrated within the Office 365 Preview Does not require any additional on-premise infrastructure and takes a few minutes to configure. Available as a part of the Office 365 Enterprise Preview. Deep Integration with Office 2013, SharePoint Online and Exchange Online. Users are familiar with the applications and have very little to learn. View and author Information Rights Management protected messages in Outlook, Outlook Web Access, and on the mobile phone without the need for additional software add-ons. Securely manage mobile devices with policies that let you create approved mobile device lists, enforce PIN lock, and remove confidential data from lost phones. Windows Azure AD Rights Management Integration will be available in the “Wave 15” services Once Windows Azure AD Rights Management has been enabled, OWA and EAS will be enabled for users New for Wave 15 is the capability to do Office 365 cross tenant IRM by default in OWA and EAS DLP capabilities in Exchange Online will drive increased usage of Rights Management All of the features available in the currently released version will be available IRM in OWA/EAS Exchange Transport Rules Exchange Decryption Agent SharePoint Online has added support for Rights Management Supports Office 2010 and Office 2013 Available in “Wave 15 services” Enables Rights Managed document libraries Support for Groups Read Only Web Access support Supports collaboration scenarios across organizations
  16. Animated Slide with 3 Excel images Unleash the insights hidden in your data with new tools that make it easy to extract what you need from imported information and quickly perform complex analysis. Flash Fill: Reformat and rearrange data with Flash Fill. Quick Analysis Lens: In one click, discover different ways to visually represent your data. Love what you see? Apply the formatting, Sparklines, chart or table with just one more click Recommended PivotTable: Find the best summary for your data. Excel suggests options for how to summarize your data into a PivotTable. See a quick peek of your data in tables that use different pivots, and pick the one that lets the insights flow. Timeline Slicer: Quickly see your data over different periods. Now you can apply a visual time filter on your data, charts or PivotTables or move through rolling month-to-month performance with just a click. Microsoft BI Story: We started our Business Analytics journey with a unique differentiated perspective…which at the time was not shared by the competition… It was founded on a simple set of principles…. It started with the notion of empowering all users with self-service BI But balancing that with the right IT governance and control And valuable insights are created by individuals, but are only maximized when they are easily shared and collaborated on by teams   We pioneered the idea of Self-Service BI with SQL Server 2008 R2 when we first introduced the popular PowerPivot Add-In for Excel, enabling users of all levels to quickly access data from virtually any source, to analyze and model that data in Excel.   Then we enabled collaboration and sharing these insights through SharePoint. After all, BI is about decision making and decision making is an inherently collaborative process. By integrating BI more seamlessly into our existing collaboration platform, and existing business workflows, we enabling a more collaborative and effective decision making process..   Through SharePoint we also provide what we refer to as managed Self-Service BI – providing IT with the tools they need to manage and protect the data and content that end users are creating. Microsoft uniquely provides IT administrators with the insight and oversight they need through tools for monitoring and managing user-generated content, as well as for transforming that content into corporate grade solutions that are professionally managed by the IT department. This simplifies compliance without hampering user agility and creativity. With the new release of SQL Server 2012 we built on this foundation with the introduction of a new tool in our self-service line up – Power View. Power View is a highly interactive, browser-based data exploration, visualization, and presentation experience for users of all levels—from business executives to information workers. Now anyone can create a report in just seconds, transform the “shape” of data with a single click, add powerful timed animation sequences to quickly identify trends or anomalies…With Power View customers can get insights at the speed of thought. Recently, Microsoft announced that we will enable delivery of solutions on Microsoft BI across a range of devices. Our goal is to provide great touch based experiences on all devices including iPads and the best in class experience on Windows…. Let’s take a look at Power View and BI on devices in our next two slides….
  17. We’re introducing a new lightweight task management feature in SharePoint to help coordinate tasks across the entire team. Sites make it so easy for teams to work together, sharing content, organizing tasks, editing lists and it’s designed to work with Microsoft Project so it’s easy to aggregate all your project tasks across the team or the entire organization giving project managers broad visibility into the priorities and initiatives people are working on.
  18. The new Office introduces a new Cloud App Model to extend and personalize the way you create and consume information from within Office and SharePoint. This new Cloud App Model combines cloud services and web technologies to enable the quick development of secure, scalable and flexible apps. Developers can leverage their skills in familiar languages such as HTML/CSS, JavaScript or PHP, in addition to their favorite tools and hosting services. Apps can be published through the Office and SharePoint Store, or as IT approved apps, through an internal App Catalog.   In this example I have embedded the Bing maps app in Excel. The app is passing to Bing the data I have selected in Excel and the Bing app, maps that in real time.   This new cloud app model, will make your new Office even more exciting, and more useful, as it can be extended to fit your business needs. Experience Office Best on Windows 8 Benefits: Lower development costs Spend less IT time on development and delivery Reduce training costs by leveraging familiar Office UI Increase insight into web content and LOB data to improve decision making and unlock the ROI in existing investments (ERP, CRM, etc.) More On Cloud App Model: The Cloud App Model provides a loosely coupled architecture for building apps in SharePoint 2013. This loosely coupled architecture gives the freedom of choice for developers in the technologies they use to not only host their applications but also the tools they use to write them. These apps leverage industry web standards such as HTML, JavaScript, jQuery, JSON, REST, OData and OAuth to provide apps an integrated user experience, yet architecturally provides for loose coupling with SharePoint 2013. Apps for SharePoint execute “off-server” which allows for the app to scale independently of SharePoint and provides for a more secure SharePoint environment. You have complete control how apps interact with SharePoint. IT has complete control on how users discover, acquire and license apps. IT can specify which apps are white listed for install, or provide a mechanism where users can request an app that requires IT approval to install. Apps can be accessible from any device with a web browser whether it be a PC, Tablet or smart phone. If it has a web browser that supports the latest web standards then it can be used. Supporting Technologies Client Side Rendering Cloud App Model REST End-Points Client Object Model OAuth 2.0 Visual Studio NAPA
  19. To help IT manage and distribute apps the Internal App Directory provides a central place for business end-users to download and discover IT approved apps. We’re providing administrators with tools to track app requests and manage licenses so you have complete control of which apps can be accessed and set policies around app download and approval to keep you in control.
  20. An email should be sent out to Site Collection admin when the temporary site is provisioned.
  21. Conclusion slide
  22. SharePint