Five Things You Need to Know Before Upgrading to SharePoint 2013Cam Wallin – Principal Solutions Architect – Metalogixcwallin@Metalogix.com@Metalogix @camwallin

Five Things You Need to Know Before Upgrading to SharePoint 2013

Evaluate Your Content Management StrategyUpgrade or Migration is the ideal time to update or amend to meet future needs

Create a Content InventoryA record of all content with key data points on business use and value

Develop an Information ArchitectureRevisit the old and plan for new; e.g. leveraging the Managed Navigation

Create a SharePoint InventoryLarge lists, My Sites, Large DB, 3rd Party Web Parts, Custom Templates

Assess Upgrade and Migration Options – The “5” within “5”Database Attach vs. Migration Tool; Upgrade Process

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Metalogix Transforms Collaboration PlatformsTo Support Today’s Global, Mobile and Social Workforce.

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Unlocks Content Potential

Migrate Content with Confidence. Deploy Mobile, Social capabilities, on-premise or in the Cloud.

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Removes Barriers to Drive Adoption

1. Greatly Expanded Storage

2. Fast, Global access

3. Well-organized content

Workforce motivated to use enterprise platform now capable of meeting their demands.

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Protects Content

1. Visibility and Control

2. Always On

3. Fast backups and speedy recovery

4. Archiving and e-Discovery

Trust, Reliability and Compliance.

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Content Matrix

The most flexible migration tool SharePoint Ribbon tools for organizing content

before and after migrations Unlimited content movement for testing

migrations and organizing content

• One-hop upgrade to SharePoint 2010, 2013 and Office 365

• Structure and organize content before, during, and after migration

#1 SharePoint Migration & Upgrade

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Replicator

Immediate, live, bidirectional replication for all SharePoint types

Synchronize across large, dispersed, multi-farm SharePoint deployments

Replication across multiple SharePoint versions (2007, 2010, and 2013)

Install and use within SharePoint.

• Global Office Locations• Offshore/Offline access • Intranet/Extranet Sync• High Availability/DR

#1 SharePoint Synchronization

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ControlPoint for SharePoint Administration

Most comprehensive permissions management capabilities

Pioneering Policy Manager technology Most flexible and robust reporting

#1 Administration & Governance

• Manage permissions at farm, site, and user level• Deploy and configure SharePoint• Master SharePoint analysis and reporting• Analyze usage and activity

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StoragePoint

Quick install and easy management within SharePoint

Wide range of connectors for on premise and Cloud storage providers

Integrated with SharePoint backup for lightening-fast backups.

#1 SharePoint Storage Externalization

• Up to 95% reduction in SQL size

• Expand storage and slash storage costs

• Over 100% faster uploads and downloads

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Backup

The FASTEST SharePoint backup and restore available. Period.

The Fastest Backup on the market Easy, self service document recovery for

end users Unique, Powerful Compression of backup

files to save storage space

• Protects entire SharePoint farm and its content

• Fast, intelligent restore• Fault tolerant• Delegate recovery to end users

1 - Content Management Strategy

Content Management Strategy

PublishingCollaboration Governance Archiving/retentionDM v RM v WCM

2 – Create a Content Inventory

Elements of a Content Inventory

Capture business purposeAssess relevance of content

Assess current usersCorrect location or position in site hierarchy/IA?

3 - Develop an Information Architecture

Evaluate current business processConsider existing site structuresDepartmental/team reorganizationPublishing requirements

Search/findability

Navigation

Plan to Leverage New Functionality

Community sites

Managed Navigation

Social Features

Mobile Devices

4 – Create a SharePoint Inventory

Elements of a SharePoint Inventory

URLsSite Collection NameSite Collection SizeSub site countLarge ListsDocument VersionsCustomizationsSite Location/positionContent DB – Size, NumberSite Collections per DBDuplicate or Orphaned Site Collections

My Sites – Content DB, Size

Combining Strategy, Architecture & Inventory

Strategy & Inventory

Updated Information Architecture

Reorganization

Migrate, archive, or leave behind?

5 - Assess Your Upgrade Options

Metalogix?

Out of the Box?

Thank You!

cwallin@metalogix.comwww.metalogix.com@metalogix@camwallin