Tulsa techfest 2014 simple sharepoint migrations for complex scenarios

S

Simple SharePoint Migrations for Complex

ScenariosDennis Bottjer & Greg Tate

About Dennis

Dennis Bottjer is the solution architect for Microsoft Silver Partner, ThriveFast LLC, which provides SharePoint consulting services across the central southwest region. Mr. Bottjer brings several years of FORTUNE 100 Financial Sector enterprise development and architecture experience to ThriveFast. He has over 14 years of experience in the IT industry and holds MCP and MCTS certifications. Mr. Bottjer is currently the president of the Tulsa SharePoint Interest Group and the former president of the Jacksonville Developers User Group. He routinely speaks at users groups and SharePoint Saturday events.

@dbottjer

www.DennisBottjer.com www.thrivefast.com

About Greg

Greg Tate is a technology enthusiast, with a result oriented personality and a passion for Powershell. For the past 15 years he's worked in various areas of enterprise technology, with the last five years focused primarily on Sharepoint, along with it's integration to Exchange and Lync.

When not working or participating in the Tulsa SharePoint Usergroup, Greg enjoys the peace and serenity found while Scuba Diving.

@gtatelive

Greg Tate

Agenda

Definitions

Migration Motivation (Why)

Planning Inventory Security Structure Functionality

Migration Approaches

Execution

Training / Documentation

S

What is Migration?

Migration is…

Typically involves new environment New Hardware / OS (Physical or Virtual) Content is moved from existing system to new

system

S

What is an Upgrade?

An Upgrade is…

The current system is updated to a newer version May involve one or more of the following:

Add / Change to hardware Add / Change software (OS or Application)

Anything done to improve user experience End User or Admin

S

Migration Motivation(Why)

Why Migrate? (Generally Speaking)

Can’t upgrade in-place Lack of resources Tolerance for downtime

Opportunity for Environment Improvements New Hardware / OS Security Enhancements Management / Automation

Parallel Environments End User Experience Testing

Why Migrate?(Version Upgrade)

Version Upgrade Version Jumps (07 – 2013) On-Premise to Office 365 / SPO

Why Migrate?(OMG)

Botched Implementation Lack of Plan Lack of Governance Lack of Knowledge Lack of Support

Sideways Implementation ODaAS - (Other Duties as Assigned Syndrome) See Botched Implementation

Why Migrate?(M&A)

Merger - (a.k.a Company Consolidation) Better End User Experience Reduce OpEx / CapEx Simplify support Opportunity to reinvent (BPI)

Acquisition - (a.k.a New Owner) Tweak or Rebrand Reduce OpEx / CapEx Simplify Support

S

Planning?

Inventory…

Content & Clean Up Document Types (Word, Excel, PDF, etc. File Size (GB’s)

Customizations Server-Side Code, InfoPath Code Behind, Workflow Branding – Master Pages, CSS, etc. Designer Page & Web Part Customization Search / BCS

Security…

SharePoint Groups AD Groups (Roles) Nested Groups Orphaned Accounts Authentication

Structure

Site Collections – know boundaries / limitations Sub Sites / Navigation Mapping Site Templates Document Libs (List View Thresholds)

Folders, Document Sets, Nesting, Catalogs

DEMO

WebApp InventoryGet-SPWebApplication https://portal.contoso.com | Get-SPSite -Limit All | Get-SPWeb -Limit All | Select Title, URL, ID, ParentWebID | Export-CSV C:\demo\sharepointinventory.csv -NoTypeInformation

List and Library Inventory $site = new-object Microsoft.SharePoint.SPSite("https://portal.contoso.com")$sitelists = foreach ($web in $site.AllWebs) { foreach ($list in $web.lists) { $list } }$sitelists | select Title, Hidden, ItemCount | Export-CSV C:\demo\sharepointlistinventory.csv -NoTypeInformation

Share-Gate Governance

Functionality

Services / Service Applications Features External Connectivity 3rd Party Enhancements Reference: Feature Comparison

S

Migration Approach?

Database Attach

Compatibility Mode Deferred Site Collection Upgrade Good Stepping Stone Doesn’t solve all issues (Baggage)

Import / Export

Use: Simple Structure How To:

Mapped Drive / Explorer View One Drive Excel

Doesn’t preserve dates and metadata.

Migration Tools

Two Types

By Transfer Subscription

Why: Fresh Start, Preserve Metadata, Dates Refresh Environments http://en.share-gate.com/sharepoint-migration

Migration Tools

S

Execution

Timeline

Schedule and Tasks – who does what when Communication – Set expectations Report Status

Management

Checklists & Documentation Scripts (PowerShell) Dry Run (Sanity Check)

Testing

User Experience – ease of use General Functionality – Ex: Search Content – Is anything missing? Permissions – Too Much? Too Little Customizations – Branding, Workflow, Apps, etc. “There’s No Test Like Production”

Documentation

Consider OneNote Script Installation with PowerShell

Training

People LOVE Change ;) Plan Training Sessions Manage Expectations

Tulsa TechFest 2014 | Fri, Aug 15th, 2014 | OSU - Tulsa | 68+ Speakers, 19 Tracks & 96 Sessions!

Please Complete An Evaluation Form

Your input is important!You can access Evaluation Forms at:

http://TulsaTechFest.com

Fill them out!

You can win additional prizes!

Like a $50 Best Buy Gift Card!!

Winner drawn – Midnight, Sun Aug 17th!

Tulsa TechFest 2014 | Fri, Aug 15th, 2014 | OSU - Tulsa | 68+ Speakers, 19 Tracks & 96 Sessions!

Please help us!Thank our Sponsors: