Plan, prepare & overall process of upgrade and migrate to SharePoint 2013
Wake Up! It’s Time To Migrate To SharePoint 2013! · PDF file• Run SharePoint 2010...
Transcript of Wake Up! It’s Time To Migrate To SharePoint 2013! · PDF file• Run SharePoint 2010...
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Wake Up! It’s Time To Migrate To
SharePoint 2013!
April 30, 2014
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2 Copyright © Winxnet, 2014. Confidential and Proprietary.
Introductions
AMANDA
DOWNING
Winxnet VP of
SharePoint
Consulting
JASON
MARKHAM
Winxnet Senior
SharePoint
Architect
RICHARD
HARBRIDGE
Microsoft Partner
Technology
Strategist
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Agenda
1. Introductions
2. The Road Ahead
3. Why Migrate?
4. Migration Options
5. How to Succeed
6. Thank You! Offer
7. Q&A
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74 Employees in the Eastern United States
44% Growth CY 2013
5 Major Business Areas
• IT Outsourcing / Managed IT Services / CIO
• Security and Compliance
• Infrastructure (Cloud) and IT Project services
• Application Development
• SharePoint and Business Process Consulting
Microsoft Certified Gold Partner – Portals and
Collaboration
Sponsor SharePoint Maine User Group (SPUGME)
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Agenda
1. Introductions
2. The Road Ahead
3. Why Migrate?
4. Migration Options
5. How to Succeed
6. Thank You! Offer
7. Q&A
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6 Copyright © Winxnet, 2014. Confidential and Proprietary.
The Road Ahead…
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The Pace Of Business Is Accelerating…
The business has increasing expectations and wants results faster
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Where We Want To Be Isn’t Where We Are Today…
We all aspire help our organizations achieve more meaningful results
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The Road Ahead…
Looks different for all of us and is filled with challenges, road blocks and detours
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If We Don’t Keep Driving…
We will never get to be where we want & need to be
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Embracing The Change Helps To Break Through…
Organizations are embracing disruptive change to break through & drive results
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To Achieve Better Than Average Results
Many organizations are successful, but what about those really successful cases?
Solu
tio
ns
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To Achieve Better Than Average Results
What about tomorrows demands? Are you ready for those?
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To Achieve Better Than Average Results
Remote workers should have a great experience and access
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To Achieve Better Than Average Results
Support bring your own device, companion devices and flexible work styles
2005 2013
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To Achieve Better Than Average Results
It will be more and more challenging to meet expectations on legacy technology
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Agenda
1. Introductions
2. The Road Ahead
3. Why Migrate?
4. Migration Options
5. How to Succeed
6. Thank You! Offer
7. Q&A
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Better End User Experience
Strengthened Social
Broader Browser and Mobile
Support
Workflow Infrastructure Change
Improved Search
Metadata Navigation
App Framework
Office Web Apps Change
Why Migrate?
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Do you break inheritance to
make permissions “work”?
Do you have to click too often to
get to your documents?
Do you wish you had a different
structure or a new look?
Migration Provides Opportunity:
• Spring Cleaning
• Rebranding
• Governance
Resolve Common Issues
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Common Migration Pitfalls
Customizations
• Have you applied a design/branding?
• Do you have custom / 3rd party web
parts? Or custom features/solutions?
• Do you use custom site templates (FAB
40 – Blast from the past)?
Top Technical Oversight
• Are you prepared to switch to Claims?
Communication
• Do you have a communication plan
with other IT support? With users?
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21 Copyright © Winxnet, 2014. Confidential and Proprietary.
Agenda
1. Introductions
2. The Road Ahead
3. Why Migrate?
4. Migration Options
5. How to Succeed
6. Thank You! Offer
7. Q&A
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How is 2013 Migration Different?
Migrate Only; No Upgrade
• No Big Bang Approach
• No insert Disc; Click Next, Next
Dual Hive
• Run SharePoint 2010 and 2013 on
same hardware
• Upgrade the infrastructure without
upgrading to content
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Migration Options Pre 2010 – 2013
2003 to 2013
• 3rd Party Tool
• Pull the plug and pretend 2003 didn’t
exist
2007 to 2013
• Incremental OOTB Upgrade
− 2007 2010
− 2010 2013
• 3rd Party Tool
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Migration 2010 – 2013
Migration Options
• DB Attach
• 3rd Party
What are you migrating?
• Services
− Clean deployment
− Database attach
− 3rd Party Tool
• Content
− Database attach
− 3rd Party Tool
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Methodology
• Run Site Collection Health Checks
• Create Upgraded Eval Site
• Upgrade Actual Site
Install New Farm
Detach / Upgrade (Attach) Service
Application databases
Create Required
Web Applications
Detach / Upgrade (Attach) Content
databases
Upgrade Sites (Site
Collections)
1 2 3 4 5
SHAREPOINT 2013 UPGRADE PROCESS
Infrastructure / Back Office Setup Remediate Migrate Test / Update
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A New Farm, You Say
Hw / Sw Requirements
• SharePoint
− 8 GB RAM Minimum (12 GB Suggested)
− 64-bit, 4 core
• SQL Server
− 12 GB Minimum < 10k Users; 16GB > 10k
− 64-bit, 4 core or 8 core
• Windows 2008 R2 (2012 Suggested)
• Important Architecture Changes
− Office Web Apps
− Workflow Manager 2013
− Introduction of App Model
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27 Copyright © Winxnet, 2014. Confidential and Proprietary.
Agenda
1. Introductions
2. The Road Ahead
3. Why Migrate?
4. Migration Options
5. How to Succeed
6. Thank You! Offer
7. Q&A
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28 Copyright © Winxnet, 2014. Confidential and Proprietary.
How To Succeed
Pre-Project Planning
• Assess all Customization, Workflow, InfoPath, and
Design
• Run Health Analyzer and address issues
• Review content changes
• Modify architecture as needed
• Create communication and migration plans
Build SharePoint 2013 Test Environment
• Deploy all functionality to Test farm
• Migrate to Test
• Fix migration issues
• Re-run test migration as needed
Build Production Environment
• Migrate to Production
• Finalize documentation
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You May Need Tools
Are you going to:
Clean up before moving?
Schedule or “wave” migrations?
Migrate to/from a variety of
sources?
Reorganize content or allow for
more granular migration
options?
Migrate to O365?
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Resources
AvePoint SharePoint Migration:
http://www.avepoint.com/sharepoint-migration-tools/
ShareGate: http://en.share-gate.com/
Metalogix Content Matrix:
http://www.metalogix.com/Products/Content-Matrix.aspx
Microsoft TechCenter: http://technet.microsoft.com/en-
us/sharepoint/fp142375.aspx/
Microsoft TechNet (Services Upgrade):
http://technet.microsoft.com/en-
us/library/ee731990(v=office.15).aspx
Microsoft Channel 9 SharePoint Conference 2014:
http://channel9.msdn.com/Events/SharePoint-
Conference/2014
SharePoint Communities:
• SPYam on Yammer
• Local User Group
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Agenda
1. Introductions
2. The Road Ahead
3. Why Migrate?
4. Migration Options
5. How to Succeed
6. Thank You! Offer
7. Q&A
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As a Thank You for attending,
here’s a helping hand to get you
started!
Complementary
2 hours of migration
discovery or planning
Watch your email for more detail
or contact us at 866.946.9638 or
Thank You!
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QUESTIONS?
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For more information contact:
Amanda Downing
Jason Markham
Copyright © 2014 by Winxnet
No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means — electronic, mechanical, photocopying, recording, or otherwise — without the permission of Winxnet.