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Tips in migrating SharePoint to O365 and on-premises

Tips in migrating SharePoint to O365 and on-premises. Mike Maadarani MCM Consulting. Welcome & Introduction. Mike Maadarani, Ottawa App Dev and Architecture for over 20 years (17 Years Microsoft, 3 Years with the “Other Guys”)

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Tips in migrating SharePoint to O365 and on-premises

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  1. Tips in migrating SharePoint to O365 and on-premises Mike Maadarani MCM Consulting

  2. 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

  3. Hybrid Agenda Cloud Migration Life Cycle Process Content & Apps Overview Closing and Q&A

  4. Thank You Sponsors! Please visit them and inquire about their products & services Also they have lots of awesome schwag that you can’t live without! 

  5. Why should I consider SharePoint?

  6. Others have it! • Sooner or later, you will need SharePoint! • 3 reasons why SharePoint 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

  7. History recap

  8. 2006 SharePoint 2010 SharePoint 2007 Facebook iPhone

  9. 2007 – 2012: Revolutionary Trends Devices Cloud Control Social People

  10. SharePoint 2013 Devices Cloud Control Social People

  11. SharePoint Evolution to 2016

  12. Should I upgrade?

  13. 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

  14. Should I upgrade or migrate?

  15. Migration/Upgrade Lifecycle

  16. Step 1 Analyzeyourfarm

  17. 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. Analyze: Decision Points • 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

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

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

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

  22. Step 2 Plan yourbattle

  23. Which cloud is good for you?

  24. 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

  25. 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

  26. 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

  27. Hybrid Solution Online + On-premises Online + Azure Azure + On-Premises

  28. Upgrade Scenarios On-premises ONLY Database Attach Upgrade Gradual Upgrade In-Place Upgrade

  29. Database Upgrade Usually cheaper that the other options All Content databases Search administration BDC Managed Metadata PerformancePoint Secure store User Profile databases

  30. Plan your content

  31. 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 3rdparty solutions App Store is rich with many solutions

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

  33. 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!

  34. Remediation • Why is remediation required? • What to remediate? • How to remediate?

  35. Why remediation is required Some customizations: Cannot be migrated as is Some content: Cannot be migrated Should not be migrated

  36. Content remediation Reduce content volume Content Mapping

  37. Customization remediation User InterfaceComponents Branding Solutions Other Built-inFunctionalities ProvisioningSolutions Integration/Maintenance Solutions Content Types andSite Columns

  38. 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

  39. Executeyour migration

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

  41. Steps to migration Migrate your Service Applications First

  42. 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

  43. The migration to the cloud must be performed remotely User identities are different Migration considerations

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

  45. Execute: Content Migration Triage your content Assess Reconfigure your scripts/strategy Try again Follow your Plan Divide and Conquer Delta Migration

  46. Execute: Content Migration NO migration is 100% success

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

  48. Sustain: 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?

  49. In Closing

  50. Recap • Analyze • Plan • Schedule • Communications • Hybrid strategy • Triage the content • Remediate • Migrate • Assess • Sustain

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