SharePoint Online Migration
Assess, Prepare, Migrate, Support
Donald Hessing (MCM)

Who am I?
Donald Hessing
 Principal Consultant | Thought Leader SharePoint @Capgemini Netherlands
 Microsoft Certified Master (MCM) - SharePoint
 (Virtual) Technology Solution Professional for Microsoft
 Work full time on SharePoint since 2007 | #DEV | #ITPRO | #STRATEGY
 donald.hessing@capgemini.com | @dhessing | #ITPROCEED

Agenda
• Introduction
• Assess
• Prepare
• Migrate
• Support

INTRODUCTION -
UPGRADE OR MIGRATION

Upgrade

Migration
SharePoint
?

Migration is easy!
“Eighty percent of organizations expect that the
upgrade or migration will be quick, easy and trouble-
free”
“Gartner accounts that, in the worst cases, 20% of
these organizations trying to upgrade will have a
stalled project and will even be unable to bring their
new SharePoint environment live”

Content migration challenges
1. Workflow
2. Custom Templates
3. Custom branding - Master pages and Page Layouts
4. Custom “Server” Code
5. Alerts
6. InfoPath Forms
7. Incoming email on Document libraries
8. Authentication and profile mapping
9. Links in documents

Why do you need a plan?
• It doesn’t happen over a weekend
• It involves more than just moving data
• It usually doesn’t go exactly the way you planned

What can we do?
Assess
Prepare
Migrate
Support

ASSESS
KNOW WHAT YOU HAVE

Discovery
What the
business tells
you
After content
discovery…

39% of the information in your organisation is duplicate info
(Symantec Corp, 2012)
Find document versions

Aging of content

Confidentiality

Fort Knox: Encrypted Store
A B C D
E
Key Store A
B
C
D
Content DB
A
B
C
D
E

What customisations do we have?

Is your network optimized?

How to assess?
Built-in
Write PowerShell
scripts
• Inventory SharePoint
Farm
• http://tiny.cc/bmsahx
• Inventory of all
SharePoint Documents
• http://tiny.cc/lqsahx
3rd Party
tools
Metalogix,
AvePoint, DELL,
etc.
Custom
tools
Requires custom
coding
Surveys
Hard to cover
everything

Find Dormant Site Collections and Site Sizes
…
"Web Apps, Site Collection, Owner, Owner Email, Size (MB), Last Modified" > $file
foreach ($websvc in $websvcs) {
foreach ($webapp in $websvc.WebApplications) {
foreach ($site in $webapp.Sites) {
$u = $site.usage
$s = $u.Storage / 1048576
$webapp.Name + "," + $site.URL + "," + $site.Owner.Name +
"," + $site.Owner.Email + "," + $s + "," +
$site.LastContentModifiedDate >> scLast.csv
}
}
}
Source: SPC329 – Kimmo Forss

Example output

Identify duplicates
• File Shares
– Create a MD5 hash of every file and compare the hash
https://gist.github.com/jstangroome/2288218
• SharePoint
– Doesn’t work for office documents
– Office property promotion makes every document unique
– Search can do it - separates out the metadata
– Use Search with keyword “duplicates:[“Full document url”]
– The hash is in the SearchDB’s, direct SQL against the database is NOT
supported
• First backup / restore for analyses

DEMO:
INVENTORY

Assess your environment
• Source environment
– Health
– Capacity
– Network
– SLA
– Support (1st and 2nd line)

LOGPARSER "SELECT QUANTIZE(TO_TIMESTAMP(date, TO_LOCALTIME(time)), 3600) AS
Hour, DIV(SUM(sc-bytes),1048576) AS TotalMBSent, DIV(SUM(cs-bytes),1048576) AS
TotalMBReceived FROM *.log GROUP BY Hour ORDER BY Hour" -i:w3c
Determine network, users and ..
Number of users 5.000 10.000 20.000 50.000
Bandwidth (Mbit/s) 25 50 100 250 *Technet guidelines

.. determine where they are…
-
Belgium
France
Germany
GREECE
INDONESIA
Italy
Japan
Malaysia
Netherlands
Philippines
Romania
Russia
Russian
Federation
SAUDI ARABIA
Singapore
Spain
Switzerland
Thailand

DEMO: LOGPARSER

PREPARE
DEFINE APPROACH AND PREPARE
ENVIRONMENT

What drives the migration approach
• Complexity and level of customization
• Do you need to restructure?
• How much downtime can be tolerated during cutover?
• Health of the current environment
• Is loss of metadata and securities acceptable?
• Can non-SharePoint related assets be properly mapped to
SharePoint?
• Can you do a big bang migration, or do you need co-
existence?
• Number of business stake holders

Migration
• Extract (what): Define selection criteria
– Last 3 versions, active projects, not older than 5 year
• Transform (where): Do we need to restructure, add
metadata, change security?
– User identity will be different (modified by, created by)
– Sites versus Site Collections
– Content Types, MetaData, Folders
• Load (How): Do we need a migration tool?
– Small: File Explorer or manual upload
– Medium to Large: Third-Party tools
– Complex: Third-Party + Custom Tools

Understand the limitations
• Example OneDrive for Business
– Limits
• Max 20.000 items sync limit, 2GB file size
• Max 25GB total size as for now
– Special characters
• SharePoint Online / : * ? “ < > | # %
– Extensions
• Like folders _files, _bestanden, _Dateien, etc
– Characters
• File names - up to 128 characters.
• Folder names - up to 250 characters.
• Folder name and file name combinations up to 250 characters.
• SharePoint Conference Announcements
– 1TB OneDrive for Business for all Office 365 ProPlus customers

Understand your target platform

PREPARE
PREPARE ENVIRONMENT

Authentication

Comparison identity options
Source: SPC161 – Kimmo Forss

Singe Sign On Readiness
• Federation enables users to access both the on-premises and
cloud-based organizations with a single user name and
password
– Health Active Directory Landscape
• Single or multi forest
– Domain ownership must be verified
• Must use publicly registered namespace
• Can’t use contoso.local
– UPN must be set and known by the user
• Can be the publicly registered domain suffix as alternate UPN
• domaindhessing and dhessing@contoso.com as alternate UPN

Migration Throughput

Custom Templates in O365
• Custom code on the server is not allowed in Office 365
– Use the App model (SharePoint Hosted, Provider Hosted)
– Use Sandboxed solutions with WebTemplates (no custom
code)
– Remote Site Provisioning (App, PowerShell)
- Requires hosting platform for the App (Provider Hosted)
- Make friends with the Development Team
- Office AMS provides great examples
- https://officeams.codeplex.com/

OneDrive site provisioning
• The users One Drive for Business Site is created when the
user hits the newsfeed or profile page
– Not feasible in migration scenarios
• SharePoint Online Client Component SDK provide
capabilities for batch provisioning
– Remote pre-provisioning leveraging custom code (CSOM)
– Office AMS

MIGRATE
MOVING CONTENT…

DEMO: CUSTOM MIGRATION TOOL

Cutover strategies
• Freeze period
• Gradual or Big Bang
• Coexistence

Coexistence
1. Full sync
https://intranet.contoso.com/
https://tempintranet.contoso.com/
Full Migration

Coexistence
2. Incremental Sync
https://intranet.contoso.com/
https://TEMPintranet.contoso.com/
Delta changes

Coexistence
2. Swap the URL – Update DNS
https://TEMPintranet.contoso.com/ https://intranet.contoso.com/

Migration tools

Validation
• Make sure you can validate the migration on consistency,
security, versions, file type, links, etc
• Most migration tools only report on failures
• Automated validation is preferred when content size
increases
• Include out-of-the-box functionality as well
• Don’t forget to involve the business – Can users still find
their content?

SUPPORT

Aftercare
• Keep the source environment available
– Training
– Fall-back
– Support
– Validation

Office 365 – Points of attention
• Align your IT – Strategy / Digital Workplace with the Office 365 Roadmap
– Continues upgrade of the service creates dependencies on existing workplace
– Browser Version
– Office client version
– Windows client version
• Inform your end users that the system is continuous changing (UI / Behaviour)
• Performance of SharePoint Online can be a challenge!
– “This SLA and any applicable Service Levels do not apply to any performance or
availability issues”

Links
• http://gallery.technet.microsoft.com/office/Inventory-SharePoint-Farm-
dc11fc28#content
• http://blog.falchionconsulting.com/index.php/2010/08/getting-an-inventory-of-
all-sharepoint-documents-using-windows-powershell/
• http://mikeoryszak.com/2013/04/finding-duplicate-items-and-the-duplicates-
keyword/
• http://redmondmag.com/articles/2014/04/29/onedrive-for-business-
storage.aspx
• http://support.apple.com/kb/HT5923
• http://support.microsoft.com/kb/2933738
• https://gist.github.com/jstangroome/2288218
• http://technet.microsoft.com/en-us/magazine/jj631606.aspx
• http://difs.codeplex.com/releases/view/102382

THANK YOU!

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