Post on 19-Mar-2017
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Tips in Migrating to SharePoint Online or On-
premises Mike MaadaraniSharePoint Architect
Thank you !
Welcome & IntroductionMike 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
Cloud
ProcessAgenda
Closing and Q&A
Content & Apps
Overview
Migration Life Cycle
Hybrid
History recap
2006
iPhoneSharePoint 2007
SharePoint 2010Facebook
Devices Social Cloud Control
2007 – 2012: Revolutionary Trends
People
Devices Social Cloud ControlPeople
SharePoint 2013
SharePoint Evolution to 2016
Should I upgrade or migrate?
Migration/Upgrade Lifecycle
Analysis Plan Execut
e Assess Sustain
SOURCEFile Share
Exchange Public Folders
Lotus Notes
Web Content
SharePoint
Other LOB Systems
TARGET
SharePoint Online
SharePoint On-Premises
Step 1
Analyze your farm
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
• Content Analysis• How much content? How large?
• How many layers? (Web Applications, Site Collections, Sites)
• Content Types, Metadata? CTH?
• Security Levels
• Workflows
• Linked Information
Analyze: Decision Points
• Service Applications Analysis• Search
• Managed Metadata
• Secure Store (must be done before BCS)
• BCS
• User Profiles
• PerformancePoint
Analyze: Decision Points
• Custom Code• WSP• Event receivers• Apps (if 2013 to Online)• Workflows• Etc…
• 3rd Party Tools
Analyze: Decision Points
• Action Items• Roles and Responsibility Matrix• Content Inventory Worksheet• Security Report• Decision: Build or Buy migration tools AND services
Analyze: Action Points
Step 2
Plan your battle
Which cloud is good for you?
Private Cloud Full AccessFarm SolutionsSandbox Solutions
$$Expensive to runExpensive to maintain
TraditionalWe know what we knowWe expect innovation and great new features
Azure VMs for you needsIf you’re used to a virtual environment, you’re ready for AzureA few quirksFull AccessFarm SolutionsSandbox Solutions$$PricierNot clear on upfront cost
SharePoint Online Limited AccessNo Farm SolutionsLimited Sandbox Solutions More script and CSOM code is being added$$Totally based on accessAND “seats”Usually cheaper that the other optionsFeatures and SupportNew Features come online firstUpdates are almost every quarterGood support from MS and the partners
Hybrid SolutionOnline + On-premises
Online + Azure
Azure + On-Premises
Upgrade Scenarios
Gradual Upgrade
Database Attach Upgrade
In-Place Upgrade
On-premises
ONLY
• Usually cheaper that the other options • All Content databases• Search administration• BDC• Managed Metadata• PerformancePoint• Secure store• User Profile databases
Database Upgrade
Plan your content
Identify SPO GapsFederationMidsize Business plan or higher for AD integrationMidsize, Enterprise E1 or higher for Yammer
Migration costsBased on size and number of itemsLots of vendors, some are the same core engine
Farm FeaturesFarm solutions are not supported in Office 365Need to know what is in the farm, and where they are being used, to create a remediation plan
3rd party solutionsApp Store is rich with many solutions
• 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
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!
• Why is remediation required?• What to remediate?• How to remediate?
Remediation
Why remediation is requiredSome customizations:
Cannot be migrated as isSome content:
Cannot be migratedShould not be migrated
Reduce content volume
Content Mapping
Content remediation
Customization remediation
Branding Solutions
ProvisioningSolutions
Content Types and
Site Columns
User InterfaceComponents
Other Built-inFunctionalities
Integration/Maintenance
Solutions
Use OneDrive For Business• Migrate your MySite and personal files
Personal Sites must be created first before you migrateBulk migration requires an account to be added to the personal
sitesUse PowerShell to add a migration account to the admin group
for individual personal sitesRemove when done with migration
Bulk Site creation is available through CSOM API
Execute your migration
Choosing your migration approach
Self-service migration
• Manual
Tools-based migration
• Manual/auto using tools
Complex migration
• Includes custom code
• Involve experts
Migrate your Service Applications First
Steps to migration
Service AppsOnline• 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
• The migration to the cloud must be performed remotely
• User identities are different
Migration considerations
• 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
• Triage your content• Assess• Reconfigure your scripts/strategy• Try again• Follow your Plan• Divide and Conquer• Delta Migration
Execute: Content Migration
NO migration is 100% success
Execute: Content Migration
• Assess your content• Re-run migration for missing content• How is the current state performing/growing?
• Storage• Security• Performance • Event Log
Assess: Action Points
• 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
In Closing
• Analyze• Plan
• Schedule• Communications• Hybrid strategy
• Triage the content• Remediate• Migrate• Assess• Sustain
Recap
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
Thank you !