Slides from a webinar conducted August 28th, 2014 with Steve Marsh, Director of Product Marketing at Metalogix. While much of the focus of the webinar was on moving to cloud-based or hybrid environments, the points made are applicable to any SharePoint migration.

1. 5 Things to Know for Migrating to
SharePoint 2013, OneDrive for Business,
or SharePoint Online
Steve Marsh, Director of Product Marketing
Christian Buckley, Chief Evangelist
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2. Steve Marsh
Director of Product Marketing
stevem@metalogix.com
www.metalogix.com
@drstevemarsh
Christian Buckley
Chief Evangelist & SharePoint MVP
cbuck@metalogix.com
www.buckleyplanet.com
@buckleyplanet

3. At Metalogix, our Continuing Mission
is to improve the use and performance
of Enterprise Content to power
knowledge sharing and collaboration.
14,000+ customer license shipped
Fastest Growing and Largest ISV.
Complete & Best-of-Breed SharePoint
Infrastructure Management Suite
We are committed to your
Success with SharePoint
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4. Topics we’ll cover today:
• What is driving SharePoint toward the cloud?
• What is your cloud strategy for SharePoint?
• Five considerations as you develop your strategy
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• Best practices for migration

5. What is your cloud strategy?
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Advantages
• A professionally managed data center with 24x7 support and
advanced network security and intrusion detection.
• Separation of identity and content for externally-facing
workloads vs. on-premise internal-facing environments.
• Rapid provisioning with little or no upfront costs for hardware
and software.
• On-demand scale-out to meet variable capacity demands.

8. How successful you are with your cloud decisions will be intrinsically
tied to end user adoption and, ultimately, business alignment
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9. 9
SharePoint Growth
& Evolution
SharePoint Releases
Metadata
Content

10. How are you planning your
move to SharePoint Online?
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11. On Premises Cloud
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1. Migration

12. 2. User-driven (osmosis)
On Premises Cloud
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3. Phased
On Premises Cloud

14. 4. Hybrid transition
On Premises Cloud
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AD
Azure
ADFS AD

15. Five things you should
consider before making
the move:
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16. 1 – Collaboration & Content Strategy
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17. Collaboration and Content Strategy
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Has anything changed?
Does my SharePoint Farm represent
my current organization strategy?
Acquisitions?
Leadership changes?
Departmental reorganizations?
Lack of strategic plans on what to use (SharePoint) for was given as 2nd biggest issue with adoption
of SharePoint, following only lack of expertise to maximize its usefulness (46%)1
1 – The SharePoint Puzzle – adding the missing pieces “© AIIM 2012, www.aiim.org”

18. 2 – Create Inventories
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Create a Content Inventory
Capture business purpose
Assess relevance of content
Assess current users
Correct location or position
Free Migration Planning Tool in site hierarchy/IA?
www.metalogix.com/products/Migration-Expert.aspx
Pre-migration Analysis & Preparation
www.metalogix.com/products/ControlPoint.aspx

20. Create a (SharePoint) Platform Inventory
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21. Create a SharePoint Inventory
URLs
Site Collection Name
Site Collection Size
Sub site count
Large Lists
Document Versions
Customizations
Site Location/position
Content DB – Size, Number
Site Collections per DB
Duplicate or Orphaned Site Collections
My Sites – Content DB, Size SharePoint 2013 Thresholds and Limits
http://technet.microsoft.com/en-us/library/cc262787.aspx
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22. 3 - Plan to Leverage New Functionality
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Community sites
Managed Navigation
Social Features
Mobile Devices
Deprecated Site
Definitions
New functionality can significantly increase
potential adoption if used well:
• Managed Metadata & Navigation – find
relevant information faster!
• “New” file storage and sharing capabilities http://technet.microsoft.com/en-us/
library/cc261834(v=office.15).aspx

23. Plan to Leverage New Functionality
Demystifying OneDrive for Business
http://www.metalogix.com/Blog/Blog-Article/14-08-06/Demystifying_OneDrive_for_Business.aspx
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24. Plan to Leverage New Functionality
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25. Plan to Leverage New Functionality
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Your Files to Office 365. Simple. Fast.
Migrate Cloud Files to SharePoint Online & OneDrive for Business
http://www.metalogix.com/Products/Drive2Office365.aspx

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[demo]

27. 4 - Develop an Information Architecture (IA)
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Evaluate current business process
Consider existing site structures
Departmental/team
reorganization
Publishing requirements
Search/findability
Navigation
Content Growth
“Over half feel they would be 50% more
productive with enhanced workflow, search,
information reporting, and automated
document creation tools” 1
1 – The SharePoint Puzzle – adding the missing pieces, AIIM, 2012

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Getting Ready to Migrate
Strategy & Inventory
Updated Information
Architecture & New Features
Prepare - Reorganization?
Prepare - Migrate, archive,
or leave behind?
Prepare SharePoint for migration
www.metalogix.com/products/Content-Matrix.aspx & www.metalogix.com/products/ControlPoint.aspx

29. 5 - Assess Your Migration Options
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30. Upgrade v Migration – In Microsoft Terms
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UPGRADE: -The Physical
Transformation of a SharePoint
Content Database from one Schema
Version to the Successive Updated
Schema
MIGRATION: -The Physical Movement of
SharePoint Containers, Data and
Associated Attributes from one
SharePoint Farm to a new Farm
independent of SharePoint version
http://www.metalogix.com/Blog/Blog-Article/13-02-11/Yes_You_Can_Move_Straight_From_SharePoint_2007_to_SharePoint_2013.aspx

31. The Database Attach Upgrade
1. Farm Admin creates/configures new 2013 farm (no in-place upgrade for 2013)
2. 2010 DBs placed in read-only mode and copied to 2013 farm via SQL Server
3. Content DBs upgraded (but not site collections – remain in 2010 “mode”)
4. Service Application DBs upgraded
5. Site collections evaluated and upgraded by owners
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The Out of the
Box Approach

32. The Database Attach Upgrade – Issues?
1. Farm Admin creates/configures new 2013 farm (no in-place upgrade for 2013)
2. 2010 DBs placed in read-only mode and copied to 2013 farm via SQL Server
3. Content DBs upgraded (but not site collections – remain in 2010 “mode”)
4. Service Application DBs upgraded
5. Site collections evaluated and upgraded by owners
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The Out of the
Box Approach
What about SharePoint 2007 or 2003 or Office 365?
“Read Only” is not collaborative. How long can SharePoint be offline?
Lots of accidents waiting to happen? How long before something breaks?
Truly gradual? Change Management? SharePoint Sprawl? Future growth?

33. The OOTB – Where It Can Go Wrong
Potential Content Issues
Document Libraries with greater than 250,000 documents
• May fail therefore move to folders with 2000 documents in each
Remove excess versions of documents to increase speed
• Either Manually or Programmatically
Remove unused templates, features and web parts
• Stsadm commands to identify current use
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34. The OOTB – Where It Can Go Wrong
Potential Database Issues
Sites Collections & Databases larger than 100GB will be slow and may fail
•Split Across Multiple Databases
My Sites should be moved to their own Content DB
Remove duplicate or orphaned site collections
•These can cause the DB attach to fail
Site Collection Limit per Content DB has Changed
•Warning now at 2,000 with Limit at 5,000 (down from 15,000)
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35. The OOTB – Where It Can Go Wrong
General SQL Management & Performance
Issues
Upgrade Multiple Databases in Parallel
• Upgrading in Parallel can be slower than one at a time
Use Throttling
• Limit number of DB upgrades that happen at once
SQL Mirroring should be turned off
SQL Storage can grow up to 50% larger than Source DB size
•Must be recovered post upgrade
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36. OOTB vs. 3rd Party Migration Tools
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37. Advantages of a Migration Tool
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Skip SharePoint versions e.g. 2007
straight to 2013
Site collection-specific vs. content DB
Reorganization, splitting sites & lists
taxonomy, permissions, content types
Re-template sites
Implement a customized migration or
upgrade strategy
Support for Workflow

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Closing thoughts:
• A migration is a great opportunity to reassess your
business requirements and “spring clean”
• The most successful migrations are those that pay close
attention to the end user experience throughout
• Put as much control into the hands of your end users as
possible. After all, they own the content

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Resources:
• Your SharePoint Path Forward: On Prem, Cloud, or Hybrid http://bit.ly/1or8ngE
• SharePoint 2013 Thresholds and Limits (TechNet) http://bit.ly/QC7mK1
• Free Migration Planning Tool www.metalogix.com/products/Migration-Expert.aspx
• Pre-migration Analysis & Preparation www.metalogix.com/products/ControlPoint.aspx
• Plan for SharePoint 2013 (TechNet) http://bit.ly/VTcuuY
• Demystifying OneDrive for Business http://bit.ly/1rCyYPR
• Migrate Cloud Files to SharePoint Online & OneDrive for Business (free tool)
http://www.metalogix.com/Products/Drive2Office365.aspx
• Yes, You Can Move Straight From SharePoint 2007 to SharePoint 2013 http://bit.ly/1lyyg3L

40. Thank You
Steve Marsh
Director of Product Marketing
stevem@metalogix.com
www.metalogix.com
@drstevemarsh
Christian Buckley
Chief Evangelist & SharePoint MVP
cbuck@metalogix.com
www.buckleyplanet.com
@buckleyplanet

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