Plan to Migrate to SharePoint Online
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Plan to Migrate to SharePoint OnlineErica ToelleBusiness Productivity Manager, Valorem Consulting, USA
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Understand the Ecosystem
Set Up Shared Services
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
Classify sites by the pre-migration assessment results
Ensure base services are set up and ready to goEnable hybrid if needed
Run marketing campaigns for self-migrationReduce the on-premises footprint
Move sites that are high valueMigrate using a centralized team
Refactor customizations to the app model where possible
Move to cloud while maintaining an excellent employee experience
SharePoint Online Migration Steps
![Page 3: Plan to Migrate to SharePoint Online](https://reader033.fdocuments.net/reader033/viewer/2022061513/58785c271a28ab18098b551f/html5/thumbnails/3.jpg)
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
2012 2013 2014
On-Premises
Num
ber
of S
ite
Colle
ctio
ns
Understand the Ecosystem
Set Up Shared Services
Example Migration Journey
![Page 4: Plan to Migrate to SharePoint Online](https://reader033.fdocuments.net/reader033/viewer/2022061513/58785c271a28ab18098b551f/html5/thumbnails/4.jpg)
Understand the Ecosystem
Set Up Shared Services
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
Classify sites by the pre-migration assessment results
Ensure base services are set up and ready to goEnable hybrid if needed
Run marketing campaigns for self-migrationReduce the on-premises footprint
Move sites that are high valueMigrate using a centralized team
Refactor customizations to the app model where possible
Move to cloud while maintaining an excellent employee experience
SharePoint Online Migration Steps
![Page 5: Plan to Migrate to SharePoint Online](https://reader033.fdocuments.net/reader033/viewer/2022061513/58785c271a28ab18098b551f/html5/thumbnails/5.jpg)
Understand the Eco-system
1Run a Pre-Migration
Assessment
2Classify Sites by Types of Issues
3 Create
Mitigation Plan
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Run a Pre-Migration Assessment
• SharePoint Migration Assessment Tool Release Candidate
• Sharegate’s Pre-migration assessment• Metalogix pre-migration assessment (Office 365 essentials)
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http://tinyurl.com/SPOMigration 7
Site Owner Involvement Fixed by ITApps / Add-ins (such as 3rd party tools) BCSAlerts Browser File HandlingLarge Excel Files Custom Profile Property MappingsLarge List Views Custom Page LayoutsLong OneDrive URLs IRM Enabled ListsChecked-out files Locked SitesWorkflow Running Solutions 2010 & 2013 Master PagesCustomized Pages Sandbox SolutionsUnsupported Site Templates Secure StoreCustomized Profile Pages Web Application PoliciesEmail Enabled Lists Workflow Associations 2010 & 2013File Versions OtherFull Trust Components (FTC) Large Lists
InfoPath Large sites
Types of Migration Issues
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From the Report You Can Classify the Sites
• What issues will be fixed by IT• What issues will need to involve site owners• A list of site owners and their site URLs• What migration approach should be used (next slide)
• Whether the sites are team/project focused or highly customized
• What sites are old versus actively used
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10
Types of Migrations
Start Fresh Lift and Shift Partial Move Rethink
• Abandon on-premises site
• Self-migrate or no migration
• Move Site Content as-is
• Ideal for moving basic sites
• Doesn’t allow you to take advantage of new features
• Move only selected content
• Great for enabling hybrid scenarios
• Leave sites with complex issues on-premises
• New information architecture
• Re-architect to take advantage of new capabilities
• Suggested approach for sites with customizations
Microsoft Fast Track Program
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Microsoft FastTrack: Onboarding and adoption assistanceIncluded in Office 365 for all customer >50 seatsExchange, SharePoint, Skype, Yammer & Office, incl. E5 supportUser adoption, change management & service enablementEmail migration from on premise Exchange and NotesFiles migration from file shares, SharePoint & Box
EngineersMethodology& Resources
Tools & Insights
FastTrack.microsoft.com
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Activity Microsoft CustomerPerform migration prerequisites (access, infrastructure, etc.) X
Run pre-migration analysis X
Fix issues found in pre-migration analysis X
Conduct a test migration X
Provision out of the box SharePoint sites X
Mapping of Source to Destination / create migration schedule X
Actual Migration of Data X
Post Migration report outlining issues X
Tracking / resolution plan for issues (Project Management) X
Fix issues from post-migration report X
Create UAT & QA testing checklists + scripts / track issues X
Participate in UAT & QA X
Resolve UAT Issues X X
Change Management and user communications X
FastTrack Roles & Responsibilities
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13
Start Fresh As-is Migration Partial Move Rethink
No Migration
3rd Party Tool or
FastTrack
3rd Party Tool
3rd Party Tool or
FastTrack
Migration Approaches
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Understand the Ecosystem
Set Up Shared Services
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
Classify sites by the pre-migration assessment results
Ensure base services are set up and ready to goEnable hybrid if needed
Run marketing campaigns for self-migrationReduce the on-premises footprint
Move sites that are high valueMigrate using a centralized team
Refactor customizations to the app model where possible
Move to cloud while maintaining an excellent employee experience
SharePoint Online Migration Steps
![Page 15: Plan to Migrate to SharePoint Online](https://reader033.fdocuments.net/reader033/viewer/2022061513/58785c271a28ab18098b551f/html5/thumbnails/15.jpg)
Set Up Shared Services• Azure Active Directory DirSync or SSO• IRM & DLP if needed• Hybrid services if needed• See session below or Ignite content for more detail• The goal is to have the same user experience in the cloud
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Understand the Ecosystem
Set Up Shared Services
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
Classify sites by the pre-migration assessment results
Ensure base services are set up and ready to goEnable hybrid if needed
Run marketing campaigns for self-migrationReduce the on-premises footprint
Move sites that are high valueMigrate using a centralized team
Refactor customizations to the app model where possible
Move to cloud while maintaining an excellent employee experience
SharePoint Online Migration Steps
![Page 17: Plan to Migrate to SharePoint Online](https://reader033.fdocuments.net/reader033/viewer/2022061513/58785c271a28ab18098b551f/html5/thumbnails/17.jpg)
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
2012 2013 2014
On-Prem
Num
ber
of S
ite
Colle
ctio
ns
Understand the Ecosystem
Set Up Shared Services
Example Migration Journey
![Page 18: Plan to Migrate to SharePoint Online](https://reader033.fdocuments.net/reader033/viewer/2022061513/58785c271a28ab18098b551f/html5/thumbnails/18.jpg)
High Value ScenariosDocument
Co-Authoring
Enable anytime, anywhere
access
Offline access to
files
Document Co-Authoring
Extranet & Partner
Collaboration
News Syndication
and Distribution
Knowledge Management
Collaborative Task
Management
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For Your High Value Scenarios, Have the following• Awareness campaign, so people know it is available
• A “call to action”, for example, attend a lunch and learn, start using SPO
• Resources for people to learn how to execute the scenario
• Support and pre-written communications so the user can roll out the solution to their teams
• Training materials and reference guides
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Understand the Ecosystem
Set Up Shared Services
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
Classify sites by the pre-migration assessment results
Ensure base services are set up and ready to goEnable hybrid if needed
Run marketing campaigns for self-migrationReduce the on-premises footprint
Move sites that are high valueMigrate using a centralized team
Refactor customizations to the app model where possible
Move to cloud while maintaining an excellent employee experience
SharePoint Online Migration Steps
![Page 22: Plan to Migrate to SharePoint Online](https://reader033.fdocuments.net/reader033/viewer/2022061513/58785c271a28ab18098b551f/html5/thumbnails/22.jpg)
Migrate sites that don’t have any issues
1
Send Communications to Site Owners
2
Migrate Data
3
Quality Assurance and
Issues List
4
User Acceptance Testing
6
Delta Migration and Cutover
5
End User Communications
![Page 23: Plan to Migrate to SharePoint Online](https://reader033.fdocuments.net/reader033/viewer/2022061513/58785c271a28ab18098b551f/html5/thumbnails/23.jpg)
Understand the Ecosystem
Set Up Shared Services
Drive Cloud Adoption
Migrate Team + Project Sites
Migrate Custom Workloads
Classify sites by the pre-migration assessment results
Ensure base services are set up and ready to goEnable hybrid if needed
Run marketing campaigns for self-migrationReduce the on-premises footprint
Move sites that are high valueMigrate using a centralized team
Refactor customizations to the app model where possible
Move to cloud while maintaining an excellent employee experience
SharePoint Online Migration Steps