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SharePoint Migration Reflections

SharePoint Migration Reflections. prepared for the Hawaii SPUG by Jeremy Uota & Joseph Kim Nov 13, 2013. Agenda. Main Challenge Phase I: Discovery & Design Phase II: Testing Phase III: Preparation Phase IV: Implementation Phase V: Support Tips & Conclusion. Main Challenge.

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SharePoint Migration Reflections

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  1. SharePoint Migration Reflections prepared for the Hawaii SPUG by Jeremy Uota & Joseph Kim Nov 13, 2013

  2. Agenda • Main Challenge • Phase I: Discovery & Design • Phase II: Testing • Phase III: Preparation • Phase IV: Implementation • Phase V: Support • Tips & Conclusion

  3. Main Challenge Migrate ~3000 SharePoint sites from SP2003 to SP2010(2 version jump) 20+ Distinct User Areas Customized Content 10 Years of Content 100s GB of Content All Shapes and Sizes Orphaned Content

  4. I: Discovery & Design • Understand your old SP environment • Interview key Site Admins • Run scripts to get the facts • Understand why you are upgrading • Understand the Strategic vision • Understand the Technical vision • Design the farm • Select the SP Features to install • Design the SP topology • Design the Site Collection architecture

  5. SharePoint Server Topology WEB APP DB

  6. Site Collection Architecture Corporate Portal Project Team Sites Dept. Team Sites Dept. Team Sites Dept. Team Sites Dept. Team Sites Dept. Team Sites Dept. Team Sites SharePoint (Enterprise Foundation)

  7. I: Select a Technical Solution • DB attach upgrade • Third-party migrator • Does it fulfill its primary purpose? • What can’t it do? • Is it worth spending the extra money? * Any migrator tool is an aid, but it may not be the entire upgrade solution.

  8. II: Test the Upgrade • Test the migrator tool exhaustively • Collect errors and fix errors • Iterate • Get timings • Refine the order of operations • Install / Configure ALL customizations

  9. II: Initial Runs

  10. II: Features to check • Content • Webpages / Webparts • Permissions • Alerts • Workflows • Features • Links

  11. III: Prepare for Game Day • Do a FULL test migration • Create a Project plan • Minimize Production downtime • Create a Communication Plan • Executives • Site Admins • Users • Communicate 7 times 7 ways • Have a backout plan

  12. III: Prepare for Support • A problem may be waiting to surprise you • Prepare a post-migration Support Plan • Provide contact info • Communicate how to report problems • Create a Help Desk FAQ • Create a support rotation schedule

  13. IV: Implementation • Migrate over a weekend • Ensure desired features are on • Run compare scripts • Do the last minute touches

  14. V: Post-Migration Support • Provide it! • Have a Governance Plan • Have a Feature Road Map • Have a Training Plan

  15. Tips & Conclusion • Quantifying Discovery is essential • PowerShell everything • Do a FULL test migration • Create an explicit migration plan • Minimize changes • Don’t break links • Communication is key • Set users’ expectations • Give your critical customers special treatment

  16. SP2013 • SharePoint 2013 is here

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