Whether you are planning on upgrading to SharePoint 2016 or moving to the cloud, transitioning from one version to another has many moving parts that tend to bring out the worst in your SharePoint environment. This session will give you information on: • How to prepare yourself BEFORE you spin up your new environment or buy that Office 365 licensing • Different migration patterns and why you may want to use these different methods • How to prepare yourself for life after migration, which won't include updating your resume.

1. Fun with SharePoint Migrations
Brian Caauwe @bcaauwe
April 18th, 2018

2. Who am I
• Manager, Consultant, Speaker and new dad of 2
• Email: bcaauwe@avtex.com
• Twitter: @bcaauwe
• Technical Editor
• Professional SharePoint 2013 Administration
• Certifications
• MCM: SharePoint Server 2010
• MCSM: SharePoint
Brian Caauwe

3. Poll https://bit.ly/2JWjtOc
SharePoint Environment

4. Session Agenda

5. Overview

6. Where are we coming from?
Where are we going?

7. 2001 2003 2006 2009 2012 201620112010
Core Collaboration
Content
Management
Cloud and
Enterprise
Social
Cloud
Connected
SharePoint
History

8. Poll
What are your “largest”, “time consuming”,
“hardest to overcome” issues with SharePoint
migrations?

9. Resources
Customizations
Available Disk Space
Customizations
I’m looking at you Branding
Testing
Or lack thereof
Knowledge
Customizations
That configuration from 3 years ago
Customizations
Workflow manager, SharePoint Apps
Customizations
That guy who wrote that code
Typical
Issues

10. • 2010 – Need to go through 2007
• 2013 – Need to go through 2010
• 2016 – Need to go through 2013
Scenarios
On-Prem

11. • Can bypass version requirement
• Comes with other restrictions
Scenarios
On-Prem

12. • Manual
• SharePoint Online Migration API
• SharePoint Migration Tool
• 3rd Party tools
Scenarios
Online

13. Planning

14. Migration Team
Stakeholders
Server Admins
Database Admins
SharePoint Admins
Site Admins
Security Admins
Designers
Developers
Site Users
Communications

15. • Gather Information
• Determine Impact
• Collect Customization
• Manual
• Scripted
• SharePoint Migration Assessment Tool
• https://docs.microsoft.com/en-
us/SharePoint/migrate-to-sharepoint-
online/overview-of-the-sharepoint-
migration-assessment-tool
• Sample Worksheet
• https://www.microsoft.com/en-
us/download/details.aspx?id=30370
Surveys

16. Upgrade Issues
• Wide lists
• Authentication Mismatch
• Modified Databases
• Customizations
Recommendations
• Complete Customer & Farm Survey’s BEFORE
testing
• Set Testing Goals
• Test customizations
• Use REAL data
• Evaluate branding requirements
TEST YOUR Upgrade Process
• http://www.microsoft.com/en-
us/download/details.aspx?id=30366
Customization
Testing

17. • Remove Stale Content / Unneeded Versions
• Review Quotas / Locks
• Cleanup Templates, Solutions, Features,
Web Parts
• User Driven, OM / PowerShell can help
• Repair Data issues
• User Driven, OM / PowerShell can help
• Verify “Healthy” Environment (e.g. Health
Analyzer, Event Logs, SP Logs)
• Balance / Organize Content Databases
• Root sites
• “Issue Sites” in their own DBs
Environment
Cleanup

18. Online
• Office 365 Tenant
• User Identity Management
On-Premise
• SharePoint Version(s)
• SQL Version(s)
• Office Online Server (Business Intelligence)
• Workflow Manager
• Microsoft Identity Manager (FIM Replacement)
Application
• Service Accounts
• Service Application Reqs
Environment
Build Out

19. Patterns

20. On Premise
• Database Attach
• Service Application Databases
• Secure Store
• New-SPSecureStoreApplication (Upgrades SSS)
• Update-SPSecureStoreApplicationServerKey (Requires Passphrase
from 2013)
• Business Connectivity Services
• New-SPBusinessDataCatalogServiceApplication (Upgrades BCS)
• Managed Metadata
• New-SPMetadataServiceApplication (Upgrades MMS)
• Search
• Restore-SPEnterpriseSearchServiceApplication (Upgrades Search
Admin DB)
• Does NOT retain index
• Auto-generates other search database names … GUIDS
Forklift

21. On Premise
• Database Attach
• Service Application Databases
• User Profile
• New-SPProfileServiceApplication (Upgrades Profile and/or Social DBs)
• IGNORE Sync database
• PerformancePoint
• New-SPPerformancePointServiceApplication (Upgrades
PerformancePoint)
• App Management
• New-SPAppManagementServiceApplication (Upgrades AppMgmt)
• Project
• Migrate-SPProjectDatabase (Upgrades Project Server DB)
• Set-SPProjectDatabaseQuota (Disable database quota limit)
• Migrate-SPProjectResourcePlans (Migrates Resource Plans)Forklift

22. Forklift
On Premise
• Database Attach
• Content Databases
Test-SPContentDatabase
`–Name <databaseName> -WebApplication <url>
Mount-SPContentDatabase
`–Name <databaseName> -WebApplication <url>
`[-SkipSiteUpgrade]
Upgrade Content Databases to SharePoint 2016
• https://docs.microsoft.com/en-
us/SharePoint/upgrade-and-update/upgrade-
content-databases

23. Forklift
On Premise
• Site Collection Upgrades
• No more “preview” sites
• No more compatibility view
• Methods
• Upon database attach (DEFAULT)
• Upon first browse
• Admin upgraded with Upgrade-SPSite

24. Forklift
Online
• Same “structure” moved online
• No native tools from MSFT like database attach

25. Tools

26. Migration Patterns
SharePoint Online Migration API
• Forklift content
• File shares
• SharePoint
• Requires
• SharePoint Online Management Shell
• Does NOT
• Create lists / libraries
• Create metadata fields
• Create views

27. Migration Patterns
SharePoint Migration Tool
• Forklift content
• File shares
• SharePoint
• Does NOT … yet
• Create lists / libraries
• Create metadata fields
• Create views

28. Migration Patterns
Re-architect
• BEST time to tackle during migration
• Realign with the business
• Put EVERYTHING on the table
• On Premise, Online, Hybrid
• Web Applications
• Service Applications
• Customizations
• Managed Paths
• Site Collections
• Sites
• Lists / Libraries
• Permissions
• Metadata

29. Migration Patterns
Moving content comes with some pain
• Workflows
• Running
• Embedded Urls
• Alerts
• Favorites
• Old Users
Moving Content

30. Migration Patterns
Moving Content
Native Methods (On Premise)
• Move-SPSite (Moves site between content databases)
• Set-SPSite (change URL for host based site collections)
• Backup-SPSite / Restore-SPSite
• Export-SPWeb / Import-SPWeb
• Get granular to lists and libraries with -Path

31. Migration Patterns
Moving Content
Native Methods (Online)
TOOLS / CODE

32. Cycle

33. Migration Cycle
Architecture
Revisit YOUR architecture

34. Migration Cycle
Managing a complex process
• Communication
• Farm Customization Surveys
• Migration Customization Testing
• Environment Cleanup
• Environment Build Out
• Customizations Deployment
• Operations Scheduling
• Rollback Plan
• Post-Migration Activities
• Ongoing Support Calls
Before you get your servers… or licensing

35. Migration Cycle
Learn
•Migration methods
•New capabilities
•Downtime mitigation
Prepare
•Document
environment
•Manage
customizations
•Plan upgrade strategy
•Make items
upgradable
Test
•Build test farms
•Use real data
•Evaluate techniques
•Find issues early
Implement
•Build production farms
•Deploy customizations
•Minimize downtime
•Monitor progress
Validate
•Troubleshooting
•Upgrade event failures
•UI/UX issues
•Data issues

36. Aftermath

37. Aftermath
Fixing Issues
• You WILL miss something
• Solutions / Features
• Templates / Definitions
• Fab 40 … don’t go there
• Large Lists / Wide Lists
• User Experience
• Use Site Collection Health Checks to help
• Unghosted pages
• Non-reghostable pages
• Incompatible HTML

38. Aftermath
New Features
Plan for new feature rollouts
• Data Loss Prevention
• eDiscovery
• Retention Policies
• Hybrid
• Search
• User Profiles
• App Launcher
Plan for what’s next
• Take a hint from what’s coming in Office 365

39. Aftermath
Support
• Support calls WILL happen
• “something changed”
• “what is this new button”
• Who will receive support calls?
• Can they solve the problems
• Do they have permissions to do so
• What is the escalation process
• Proactive vs. Reactive Support

40. Aftermath
Patching
• Is your architecture ready for Zero Downtime
Patching?
• Redundant Services
• Load Balancer
• Microsoft Shipping Public Updates (PU)
MONTHLY
• Features Packs
• Get new features from SPO before new major version
• Requires Software Assurance

41. Aftermath
Patching
• Turn OFF Windows Update!!!
• For Public Updates, Service Packs and Feature
Packs, same cycle applies
• Learn
• Prepare
• Test
• Implement
• Validate
• Deploy Software Updates for SharePoint Server
2016
• https://docs.microsoft.com/en-us/SharePoint/upgrade-and-
update/deploy-updates-for-sharepoint-server-2016

42. Aftermath
Ongoing Training
What Method(s) work for your organization
• Classroom
• Train the Trainer
• Self Service
• User Group
• Feature Focuses
• Lunch and Learns
• General vs. Solution based

43. Questions

44. Resources
• Create a Customization Plan (SharePoint 2013)
• https://docs.microsoft.com/en-us/SharePoint/upgrade-and-update/create-a-plan-for-current-
customizations-during-upgrade-to-sharepoint-2013
• Upgrade Worksheet (SharePoint 2013)
• https://www.microsoft.com/en-us/download/details.aspx?id=30370
• Upgrade to SharePoint Server 2016
• https://docs.microsoft.com/en-us/SharePoint/upgrade-and-update/upgrade-to-sharepoint-
server-2016
• Upgrade Service Applications to SharePoint 2016
• https://docs.microsoft.com/en-us/SharePoint/upgrade-and-update/upgrade-service-applications-
to-sharepoint-server-2016
• Upgrade Content Databases to SharePoint 2016
• https://docs.microsoft.com/en-us/SharePoint/upgrade-and-update/upgrade-content-databases
• Upgrade to Project Server 2016
• https://docs.microsoft.com/en-us/project/upgrade-to-project-server-2016

45. Resources
• Overview of the SharePoint Migration Assessment Tool
• https://docs.microsoft.com/en-us/SharePoint/migrate-to-sharepoint-online/overview-of-the-sharepoint-migration-
assessment-tool
• Upload on-premises content to SharePoint Online using PowerShell cmdlets
• https://docs.microsoft.com/en-us/SharePoint/migrate-to-sharepoint-online/upload-on-premises-content-to-sharepoint-
online-using-powershell-cmdlets
• Introducing the SharePoint Migration Tool
• https://docs.microsoft.com/en-us/SharePoint/migrate-to-sharepoint-online/introducing-the-sharepoint-migration-tool
• SharePoint Online Solution Inspector
• https://rencore.com/blog/introducing-sharepoint-sandboxed-solutions-inspector/
• New and improved features in SharePoint Server 2016
• https://docs.microsoft.com/en-us/SharePoint/what-s-new/new-and-improved-features-in-sharepoint-server-2016
• What’s deprecated or removed from SharePoint Server 2016
• https://docs.microsoft.com/en-us/SharePoint/what-s-new/what-s-deprecated-or-removed-from-sharepoint-server-2016
• Deploy Software Updates for SharePoint Server 2016
• https://docs.microsoft.com/en-us/SharePoint/upgrade-and-update/deploy-updates-for-sharepoint-server-2016

46. Contact Info
• Email: bcaauwe@avtex.com
• Twitter: @bcaauwe
• SlideShare:
https://www.slideshare.net/BrianCaauwe
• Microsoft Tech Community:
https://techcommunity.microsoft.com/t5/user/viewp
rofilepage/user-id/2831
• MNSPUG: http://www.sharepointmn.com
Brian Caauwe

47. Migration Planning
Communications
• Migration Team
• Roles & Responsibilities
• Timelines
• Issue Tracking Process
• Site Owners
• Surveys (NON Technical)
• Training
• Site Users
• Reason
• Plan
• Status Updates
• More, more, more…

48. Migration Planning
Environment Build Out
SharePoint 2016 Migration Requirements
• SharePoint 2013 with SP1 and March 2013
PU
• Database version 15.0.4481.1005 or higher
• SharePoint sites need to be in 2013 mode
• CompatibilityLevel 15

49. Migration Planning
Customizations Deployment
• Solutions
• Features
• Site Definitions
• web.config modifications
• Custom Files / Images
• Use the Upgrade Worksheet

50. Migration Planning
Operations Schedule
Sample Schedule
• Planned 36 hours outage (read-only)
• Up to 54 hours emergency outage if rollback is required
• Downtime mitigation process can reduce outage time
Schedule Operation
Friday
2200hrs
Start backups
Saturday
0000hrs
Start upgrade of content farm/databases
Sunday
1200hrs
Upgrade must be effectively complete, or rollback of
environment must begin
Monday
0600hrs
Environment must be completely working, either as original
version or new version

51. Migration Planning
Rollback Plan
• DNS, Load Balancer, Service Applications, SQL Locks
• Draw a line in the sand
• How long does it take to implement?
• How long does it take to rollback?
• Test, Test and Re-Test processes AND procedures
• Prepare communication

52. Migration Planning
After Upgrade
• Post Migration Activities
• Ongoing Support Calls

53. Migration Cycle
Learn
About YOUR environment
• Customizations (Solutions / Features / Cowboy)
• Your code
• Branding
• 3rd party
• Authentication Provider
• Classic vs. Claims
• FBA
• Custom STS
• Hardware Requirements (YOU NEED MORE)
• Disk Requirements (include backup and restore sizing)
• Resource Requirements
• TechNet Reference: https://docs.microsoft.com/en-
us/SharePoint/install/hardware-and-software-
requirements

54. Migration Cycle
Learn
Upgrade Methods
• Services Application (FIRST)
• Hybrid
• Point in time migration
• Swing migration
• Content Database
• Read-only outage acceptable to reduce
“downtime”

55. Migration Cycle
Learn
Web Browser Requirements
• IE 10+ / Edge
• Google Chrome (latest version)
• Mozilla Firefox (latest version)
• Apple Safari (latest version)
• What about mobile?
Office Requirements
• 2016, 2013, 2010?
• SharePoint Designer / InfoPath

56. Migration Cycle
Learn
“Deprecated” Features
• Sandbox Solutions
• code == bad
• XML == OK
• SharePoint Online Solution Inspector:
https://rencore.com/blog/introducing-sharepoint-sandboxed-
solutions-inspector/
• SharePoint Foundation
• Forefront Identity Manager (FIM)
• Excel Services
• Tags & Notes
• What’s deprecated or removed from SharePoint 2016:
https://docs.microsoft.com/en-us/SharePoint/what-s-
new/what-s-deprecated-or-removed-from-sharepoint-server-
2016

57. Migration Cycle
Prepare
Reconnect with users
• Ask your users how they are using your
solutions
• Determine dead sites
• Remove data clutter
• Prioritize items that are fixed in 2016
• Re-visit information architecture
• Build internal buzz
• Start communication early!!

58. Migration Cycle
Prepare
Upgrade Strategy
• Different Roles, Different Upgrade Schedules
• SQL
• Office Web Applications
• Workflow Manager
• SharePoint
Upgrade Operations
• Roles on call, required, optional
• Downtime / Disruption limits
• URL adjustments (AVOID IF POSSIBLE)

59. Migration Cycle
Prepare
SharePoint 2013 Environment
• Validate / Complete Visual Upgrade
• Cleanup sites, webs, versions
• Isolate customized site collections into separate
databases
• Isolate ROOT (/) site collections into separate
databases
• Prepare site and list “templates” for migration
• Service Applications
• Swing Upgrade: Prepare Farm for Service Application
consumption

60. Migration Cycle
Prepare
Farm Insight
• Manual
• File / Folder comparison
• 15 hive
• web.config
• GAC
• IIS Bindings
• Host Headers
• SSL Certificates
• Service Application / Web Application settings
• Secure Store Passphrase
• User Profile Import Connection(s)
• Blobcache
• BrowserFileHandling
• Maximum Upload Size

61. Migration Cycle
Prepare
Farm Insight (Continued)
• Tools
• WinDiff / BeyondCompare
• PowerShell
• Xcopy
• PowerShell
• Get-SPServer
• Get-SPWebApplication / Get-SPSite / Get-SPWeb
• Get-SPFeature
• Get-SPWebTemplates
• Test-SPContentDatabase
• Get-SPContentDatabase | %{$_.Repair([bool])}
• $true = fix issues
• $false = list issues
• MANY, MANY MORE…

62. Migration Cycle
Prepare
Moving Content
• PowerShell
• Move-SPSite
• Backup-SPSite / Restore-SPSite
• Export-SPWeb / Import-SPWeb
• 3rd Party Tools
• MANY out there
Customization Gathering
• PowerShell
• Get-SPSolution
• Export-SPInfoPathAdministrationFiles

63. Migration Cycle
Test
SharePoint 2016 Environment
• Build / Prepare SQL environment
• Ensure Max Degree of Parallelism
• Migrate Associated Services
• Office Online Server
• Workflow Manager
• Microsoft Identity Manager

64. Migration Cycle
Test
SharePoint 2016 Environment
• Build SharePoint environment
• Use YOUR real data
• Use similar hardware as production
• Farm Configurations
• Web Applications
• Create Managed Paths
• Manual web.config changes
• Service Applications
• Build out new service applications NOT being
migrated
• Swing Upgrade: Prepare Farm for Service
Application publishing (2016) / consumption (2013)
• Apps configuration
• Get/Set-SPAuthenticationRealm

65. Migration Cycle
Test
Service Applications
• Test service applications to upgrade
• User Profile: Create Import Connections
• Search: Perform crawl to populate index
• Swing Upgrade: Publish service applications and
consume for validation
Content
• Run Test-SPContentDatabase prior to Mount-
SPContentDatabase
• Test Site upgrades outside of database attach
• Browse
• Scripted

66. Migration Cycle
Test
Perform MULTIPLE test upgrades
• Create a checklist
• Document your process AND procedures
• Create scripts for repeatable process
• Take user error out of the equation as much as possible
• Identifies YOUR time requirements
End user Testing
• Real accounts
• Customization Testing
• They know their sites better than you
• Performance / Load Testing

67. Migration Cycle
Implement
Service Application Upgrade Order
• Secure Store
• Business Connectivity Services (might require SSS)
• Managed Metadata
• User Profile (requires BCS and MMS)
• Search (crawl account needs to have access to UPA)
• PerformancePoint
• App Management
• Project
• Make sure associated services are also running

68. Migration Cycle
Implement
Content Database Upgrade Order
• Root level site collections
• Easy (less customization)
• Hard (most customization)
• ALWAYS Test-SPContentDatabase before Mount-
SPContentDatabase
Upgrade Order for Social Experience
• Upgrade MySite Host Site Collection
• Upgrade Personal
• PowerShell initiated
• User Initiated (First Accessed)

69. Migration Cycle
Validate
Logs
• Server logs
• Event Logs
• ULS Logs
• Upgrade Logs
• Site Collection Maintenance Logs
• Do NOT ignore “warnings”
Issue Resolution Order
• Authentication
• Customizations
• Content

70. Migration Cycle
Validate
Data Integrity
• Orphans / DB issues
• Missing Data
Site Sampling
• Choose all high impact / visibility sites
• Choose some simple sites
• Get at least one of each site definition
• Choose most high customized sites
• Ensure what you are validating WORKED before
upgrade

71. Migration Cycle
Validate
Verify Services
• New Service Application functionality
• Upgraded Service Application functionality
Customizations
• Might need to deploy to -CompatibilityLevel All
User Experience
• Master Pages, Page Layouts
• CSS and Themes