BenjaminNiaulinProduct ManagerSHAREGATE

Migrate & Deploy

How to Copy and Move Your Workflows and Forms

ARE YOU READY TO PACK UP AND MOVE?

IS IT THAT EASY?

THINGS ARE CHANGING.

Satya Nadella at Ignite 2015

MICROSOFT IGNITE 2015

BUT WE STILL HAVEN’T TRANSFORMED, WE’VE MIGRATED.

What do we mean by Classic SharePoint?

What do we mean by Modern SharePoint?

What do we mean by Modern SharePoint?

OK, LET’S TALK ABOUT IT.

Office 365 Groups

We need to take a step back.

MIGHT BE TIME TO RESET

TO RETHINK AND REBUILD SOME PROCESSES

An activity based office in Iceland

Bank in Toronto with 65,000 users

BUT TO GET THERE, THEY NEEDED TO CHANGE THEIR MINDSET

GO FROM CLASSIC TO MODERN <IT>

TRANSFORM THEIR TEAM INTO A PRODUCT TEAM

OK… So what about migration?

FIRST, SOME TIPS

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Failed Migrations

• Not considering bandwidth

• Sent only to OneDrive instead of SharePoint as well

• Sent everything to 1 Team Site

• Used Explorer View to move

• Not identifying what won’t work

• Deploying thinking it’s 1:1

• Forgetting User Alerts

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Migration Tips

Assess

Clean Up

DMR

Migrate

Step 0 - Do your research and proof of concept

InventoryPrepare

Architecture

Step 1 Step 2 Step 3 Step 4

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https://get.share-gate.com/sharepoint-migration-checklist

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• Do you know where all your information is stored?• File Share

• SharePoint

• Cloud Storage

• Else

• Do you know the hierarchy of those data repository?

• Do you know their sizes?

• Is the data used?

Know what you have

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Some may make it more difficult, others will block you

What to look for for

URLs (File Path) and File Names Permissions (do you have access to all the files)

File Sizes Folders with more than 5000 items

Character limitations Unsupported Site Templates

Custom Solutions Orphaned Users

Branding Checked Out Files

Workflow state and history Unsupported List Templates

InfoPath File Extensions

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Making sure they can get to the new destination and catching old behaviors • Link Redirect

• Warning Banners

• Site in Read Only

• File Share Read Only

• Source Read Only w/ link or visual to new

location

• Communication (hard stop deadline)

Redirecting your users

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• On Microsoft Download Website for Free• https://www.microsoft.com/en-us/download/details.aspx?id=53598

• Ready to run

• Generate CSVs

Reports

SharePoint 2013 Migration Assessment Tool

3 MIGRATION SCENARIOS

In-Place DB-Attach SharegatePowerShell / Microsoft Tool

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Database attach upgrade to a new farm

DisadvantagesAdvantages

• Farm configurations not kept

• Any server-side customizations must also be transferred and upgraded manually. Any missing customizations may cause unintended loss of functionality or user experience issues.

• Migrates over all content in DB, even unwanted

• Not possible with O365

• Control Databasesto be migrated

• Complete migration or site by site

• Tests can be easily performed before migrating

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PowerShell

Also the new SharePoint Migration Tool

https://en.share-gate.com/blog/microsoft-announces-

new-migration-tool

36

Content and structure migration

DisadvantagesAdvantages

• Implies complete Site and structure

• Takes time

• Manually deploy / test WSP solutions

• Control content to be migrated

• Better information architecture

• Governance policies easily respected

• Transfer responsibility to the Power User

• Start from “scratch”

• Go from 2007 to 2016 (or O365) directly

• Fully supports Nintex Workflows and Forms

• Works with O365!

What about Sharegate?

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Partners since 2015

Main Sponsor of InspireX 2017

Main Sponsor of Xchange 2018

Multiple co-sponsored events

Sharegate & Nintex

39

Most popular scenarios in order:

In numbers

Over 700 Nintex clients have usedSharegate to migrate or deploy.

SharePoint 2010 to 0ffice 365

SharePoint 2013 to SharePoint 2013

Office 365 to Office 365

SharePoint 2013 to Office 365

40

Migrating NintexWorkflows and Forms

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First migration: Provision the API key for the tenant

Under the hood

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On Prem to On Prem: 100%

On Prem to cloud:

Sharegate supported actions

• Action Set

• Assign Flexi task

• Calculate date

• Change state

• Check in item

• Check out item

• Convert Value

• Create item

• Delete item

• Discard check out

• End workflow

• Filter

• Log in history list

• Loop

• Math operation

• Pause for...

• Pause until...

• Query List

• Regular expression

• Run if

• Run parallel actions

• Send notification

• Set a condition

• Set field value

• Set variable

• Set workflow status

• State machine

• Switch

• Twitter Tweet

• Update item

• Yammer Message

• Build String

• For Each

• Action Set

• Start a Task Process

• Add Time to Date

• Change State

• Check In Item

• Check Out Item

• Convert Value

• Create List Item

• Delete Item WM Action

• Discard Check Out Item

• Terminate Current Workflow

• Filter

• Log to History List

• Loop with Condition

• Do Calculation

• Pause For Duration

• Pause Until

• Query List

• Regular Expression

• Run If

• Parallel Block

• Send an email

• Conditional Branch

• Set field in current item

• Set Workflow Variable

• Set Workflow Status

• State Machine

• Switch

• Twitter Tweet

• Update List Item

• Yammer Message

• Build String

• For Each

Inventory

Inventory with details on where are your NINTEX Workflows

Easy Migration

Drag – Drop –Done.

Nintex Workflows moved to the cloud

OR…

48

“Nah, I’m good I won’t listen to you”

“I’ll do it my own way”

49

“I will…”

50

Drag & Drop Files with Explorer

51

Use the Sync to Migrate

52

Do an overnight migration without telling anyone

53

Forget some of the content because I have no inventory of what I have

54

Move everything into OneDrive for Business, it’s got more TB for free

55

Migrate from home with my internet bandwidth

56

Rebuild all my workflows & forms

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Build a migration tool myself

THANK YOU!

BENJAMINNIAULIN

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