Tricks and Tips in Migrating to Office 365 and On-Premises to acoid migration headache

1. SharePoint Saturday Montréal 23 May 2015 SharePoint Saturday MontréalTips and Tricks in Migrating SharePoint Mike Maadarani SharePoint Architect

2. SharePoint Saturday Montréal Or Argent Bronze Web Merci à nos commanditaires !

3. SharePint ! Ce soir à 18h Le Trèfle, 3971 Rue Ontario E

4. SharePoint Saturday Montréal Welcome & Introduction Mike Maadarani, Ottawa • App Dev and Architecture for over 20 years (17 Years Microsoft, 3 Years with the “Other Guys”) • Business focused on Enterprise Content Management, Search, & Publishing Sites • Architect, trainer, and presenter mike@maadarani.com www.maadarani.com @mikemaadarani

5. SharePoint Saturday Montréal Cloud Process Agenda Closing and Q&A Content & Apps Overview Migration Life Cycle Hybrid

6. SharePoint Saturday Montréal Why should I consider SharePoint 2013?

7. SharePoint Saturday Montréal Others have it! Sooner or later, you will need SharePoint! 3 reasons why SP 2013 is better than Sex: • You can usually find someone to do it with • A little Scotch and you can usually do it all night! • If you don’t finish, you won’t gain a reputation of a “SharePoint Teaser” Wheel is still there, but friendlier message

8. SharePoint Saturday Montréal History recap

9. SharePoint Saturday Montréal 2006

10. SharePoint Saturday Montréal 2007 – 2012: Revolutionary Trends

11. SharePoint Saturday Montréal SharePoint 2013

12. SharePoint Saturday Montréal SharePoint Evolution to 2016

13. SharePoint Saturday Montréal Should I upgrade?

14. SharePoint Saturday Montréal Overview What is Migration? • The movement from one location (Source) to another location (Target) What is IT Migration? • People, Hardware, Software, Systems, Data, Information, Business Processes, Applications, Services What is Information Migration? • The movement of documents, metadata, taxonomy and structure, security, and business process logic

15. SharePoint Saturday Montréal Should I upgrade or migrate?

16. SharePoint Saturday Montréal Migration/Upgrade Lifecycle Analysis Plan Execute Assess Sustain SOURCE File Share Exchange Public Folders Lotus Notes Web Content SharePoint Other LOB Systems TARGET SharePoint Online SharePoint On- Premises

17. SharePoint Saturday Montréal Analyze: Decision Points • Content Analysis • File Shares • Exchange Public Folders • Notes Databases • Existing SharePoint farms • Web Content • Other lines of business applications • Who is involved? • Stakeholder(s) (Accountability) • Business Drivers (Awareness) • Information Technology (Accessibility) • Individual(s) (Owner) • Where is our content? • Hosted or In House • Centralized or Decentralized • Local or Abroad

18. SharePoint Saturday Montréal • Content Analysis • How much content? How large? • How many layers? (Web Applications, Site Collections, Sites) • Content Types, Metadata? CTH? • Security Levels • Workflows • Linked Information • M.U.D.R (Systems and Content) • Maintain • Upgrade • Dispose • Replace Analyze: Decision Points

19. SharePoint Saturday Montréal • Service Applications Analysis • Search • Managed Metadata • Secure Store (must be done before BCS) • BCS • User Profiles • PerformancePoint Analyze: Decision Points

20. SharePoint Saturday Montréal • Custom Code • WSP • Event receivers • Apps (if 2013 to Online) • Workflows • Etc… • 3rd Party Tools Analyze: Decision Points

21. SharePoint Saturday Montréal • Action Items • Roles and Responsibility Matrix • Content Inventory Worksheet • Security Report • Decision: Build or Buy migration tools AND services Analyze: Action Points

22. Step 2 Plan your battle

23. SharePoint Saturday Montréal Private Cloud Full Access Farm Solutions Sandbox Solutions $$ Expensive to run Expensive to maintain Traditional We know what we know We expect innovation and great new features

24. SharePoint Saturday Montréal Azure VMs for you needs If you’re used to a virtual environment, you’re ready for Azure A few quirks Full Access Farm Solutions Sandbox Solutions $$ Pricier Not clear on upfront cost

25. SharePoint Saturday Montréal SharePoint Online Limited Access No Farm Solutions Limited Sandbox Solutions More script and CSOM code is being added $$ Totally based on access AND “seats” Usually cheaper that the other options Features and Support New Features come online first Updates are almost every quarter Good support from MS and the partners

26. SharePoint Saturday Montréal Hybrid Solution Online + On-premises Online + Azure Azure + On-Premises

27. SharePoint Saturday Montréal Upgrade Scenarios Gradual Upgrade Database Attach Upgrade In-Place Upgrade

28. SharePoint Saturday Montréal • Usually cheaper that the other options • All Content databases • All content databases • Search administration • BDC • Managed Metadata • PerformancePoint • Secure store • User Profile databases Database Upgrade

29. SharePoint Saturday Montréal Identify SPO Gaps Federation Midsize Business plan or higher for AD integration Midsize, Enterprise E1 or higher for Yammer Migration costs Based on size and number of items Lots of vendors, some are the same core engine Farm Features Farm solutions are not supported in Office 365 Need to know what is in the farm, and where they are being used, to create a remediation plan 3rd party solutions App Store is rich with many solutions

30. SharePoint Saturday Montréal • Most companies have content that is: • Out of date • Duplicated • Difficult to find • Would benefit from: • delete/archive/migrate triage • reorganization • tagging with metadata Real world content

31. SharePoint Saturday Montréal Plan: Decision Points • Where will the content go? • Web Applications • Site Collections • Sites • Pages • Libraries • What will the content do? • Policy Management • Business Process • Search ability • Metadata • Communicate and Train!

32. SharePoint Saturday Montréal • Why is remediation required? • What to remediate? • How to remediate? Remediation

33. SharePoint Saturday Montréal Why remediation is required Some customizations: Cannot be migrated as is Some content: Cannot be migrated Should not be migrated

34. SharePoint Saturday Montréal Content remediation

35. SharePoint Saturday Montréal Customization remediation Branding Solutions Provisioning Solutions Content Types and Site Columns User Interface Components Other Built-in Functionalities Integration/ Maintenance Solutions

36. SharePoint Saturday Montréal Use OneDrive For Business • Migrate your MySite and personal files Personal Sites must be created first before you migrate Bulk migration requires an account to be added to the personal sites Use PowerShell to add a migration account to the admin group for individual personal sites Remove when done with migration Bulk Site creation is available through CSOM API

37. Execute your migration

38. SharePoint Saturday Montréal Choosing your migration approach Self-service migration • Manual Tools-based migration • Manual/auto using tools Complex migration • Includes custom code • Involve experts

39. SharePoint Saturday Montréal Migrate your Service Applications First Steps to migration

40. SharePoint Saturday Montréal Service Apps Online • Search • Consider Hybrid Search • MMS • You want to consider 3rd party tools • BCS • You need Hybrid environment • PerformancePoint • PowerBI, PowerView • User Profile  O365 Groups Profiles • AD Sync On-premises • Search • Consider Hybrid Search • MMS, Secure Store, BCS, PerformancePoint, User Profile • Consider DB Upgrade

41. SharePoint Saturday Montréal • The migration to the cloud must be performed remotely • User identities are different Migration considerations

42. SharePoint Saturday Montréal • Do you really want to migrate? • Use OOB if possible • Rebuild if needed • Test against trial content • Finalize and lock down code deployment Execute: Code Migration

43. SharePoint Saturday Montréal • Triage your content • Assess • Reconfigure your scripts/strategy • Try again • Follow your Plan • Divide and Conquer • Delta Migration Execute: Content Migration

44. SharePoint Saturday Montréal NO migration is 100% success Execute: Content Migration

45. SharePoint Saturday Montréal • Assess your content • Re-run migration for missing content • How is the current state performing/growing? • Storage • Security • Performance • Event Log Assess: Action Points

46. SharePoint Saturday Montréal • What is your disaster recovery plan? • SPO, No action • On-Premises, Plan and implement a DR site • Turn off old farm, but do not kill it • What are our growth metrics? • How we will manage issue tracking and support? Sustain: Action Points

47. In Closing

48. SharePoint Saturday Montréal • Analyze • Plan • Schedule • Communications • Hybrid strategy • Triage the content • Remediate • Migrate • Assess • Sustain Recap

49. SharePoint Saturday Montréal Keys to success • People • Source system knowledge (System X) • Target system knowledge (SharePoint Online) • Knowledge • Development • Knowledge management • How to structure the data • Realistic timelines • Commitment • Strong steering committee

50. SharePoint Saturday Montréal &

51. SharePoint Saturday Montréal Thank you! Mike Maadarani mikem@chrysalisbts.com @mikemaadarani

Tricks and Tips in Migrating to Office 365 and On-Premises to acoid migration headache

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