What You Need to Know Before Upgrading to SharePoint 2013
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Ready to join the SharePoint 2013 revolution but not sure what is involved? Are you in the middle of a migration that is behind schedule? This presentation walks you through general guidelines and common pitfalls to avoid so your transition to SharePoint 2013 will be successful. Speaker Suzanne George discusses tips and tricks to ensure a successful SharePoint 2013 implementation and describe common mistakes that organizations make during the transition. Whether you are in the middle of migrating to SharePoint 2013 or you are just thinking about implementation, this session will give you tools that will help you successfully deploy SharePoint within your organization. Presenter Suzanne George, MCTS, is a Senior Technical Architect a Perficient. She has developed, administered, and architected website applications since 1995 and has worked with top 100 companies such as Netscape, AOL, Sun Microsystems, and Verio. Her experience includes custom applications and SharePoint integration with applications such as ESRI, Deltek Accounting Software, and SAP. Suzanne sits on the MSL IT Manager Advisory Council, was a contributing author for SharePoint 2010 Administrators and presents at SharePoint Saturdays around the country.
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What You Need to Know Before Upgrading to SharePoint 2013
- 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
- 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
- 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
- 24. Tip! With SharePoint, if you fail to plan, you plan to fail. 24
- 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
- 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
- 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
- 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