Office Track: SharePoint Online Migration - Asses, Prepare, Migrate & Support - Donald Hessing

SharePoint Online MigrationAssess, Prepare, Migrate, Support

Donald Hessing (MCM)

Who am I?

Donald Hessing Principal Consultant | Thought Leader SharePoint @Capgemini Netherlands Microsoft Certified Master (MCM) - SharePoint (Virtual) Technology Solution Professional for Microsoft Work full time on SharePoint since 2007 | #DEV | #ITPRO | #STRATEGY donald.hessing@capgemini.com | @dhessing | #ITPROCEED

Agenda

• Introduction

• Assess

• Prepare

• Migrate

• Support

INTRODUCTION -

UPGRADE OR MIGRATION

Upgrade

Migration

SharePoint

?

Migration is easy!

“Eighty percent of organizations expect that the upgrade or migration will be quick, easy and trouble-free”

“Gartner accounts that, in the worst cases, 20% of these organizations trying to upgrade will have a stalled project and will even be unable to bring their new SharePoint environment live”

Content migration challenges1. Workflow

2. Custom Templates

3. Custom branding - Master pages and Page Layouts

4. Custom “Server” Code

5. Alerts

6. InfoPath Forms

7. Incoming email on Document libraries

8. Authentication and profile mapping

9. Links in documents

Why do you need a plan?

• It doesn’t happen over a weekend

• It involves more than just moving data

• It usually doesn’t go exactly the way you planned

What can we do?

Assess

Prepare

MigrateSupport

ASSESS

KNOW WHAT YOU HAVE

Discovery

What the business tells

you

After content discovery…

39% of the information in your organisation is duplicate info

(Symantec Corp, 2012)

Find document versions

Aging of content

Confidentiality

Fort Knox: Encrypted Store

A B C D

E

Key StoreA

B

C

D

Content DBA

B

C

D

E

What customisations do we have?

Is your network optimized?

How to assess?

Built-in

Write PowerShell scripts

• Inventory SharePoint Farm

• http://tiny.cc/bmsahx

• Inventory of all SharePoint Documents

• http://tiny.cc/lqsahx

3rd Party tools

Metalogix, AvePoint, DELL,

etc.

Custom tools

Requires custom coding

Surveys

Hard to cover everything

Find Dormant Site Collections and Site Sizes

…

"Web Apps, Site Collection, Owner, Owner Email, Size (MB), Last Modified" > $file

foreach ($websvc in $websvcs) {

foreach ($webapp in $websvc.WebApplications) {

foreach ($site in $webapp.Sites) {

$u = $site.usage

$s = $u.Storage / 1048576

$webapp.Name + "," + $site.URL + "," + $site.Owner.Name +

"," + $site.Owner.Email + "," + $s + "," +

$site.LastContentModifiedDate >> scLast.csv

}

}

}

Source: SPC329 – Kimmo Forss

Example output

Identify duplicates• File Shares

– Create a MD5 hash of every file and compare the hash

https://gist.github.com/jstangroome/2288218

• SharePoint– Doesn’t work for office documents

– Office property promotion makes every document unique

– Search can do it - separates out the metadata

– Use Search with keyword “duplicates:[“Full document url”]

– The hash is in the SearchDB’s, direct SQL against the database is NOT supported• First backup / restore for analyses

DEMO:

INVENTORY

Assess your environment

• Source environment

– Health

– Capacity

– Network

– SLA

– Support (1st and 2nd line)

LOGPARSER "SELECT QUANTIZE(TO_TIMESTAMP(date, TO_LOCALTIME(time)), 3600) AS Hour, DIV(SUM(sc-bytes),1048576) AS TotalMBSent, DIV(SUM(cs-bytes),1048576) AS TotalMBReceived FROM *.log GROUP BY Hour ORDER BY Hour" -i:w3c

Determine network, users and ..

Number of users 5.000 10.000 20.000 50.000

Bandwidth (Mbit/s) 25 50 100 250 *Technet guidelines

.. determine where they are…-

Belgium

France

Germany

GREECE

INDONESIA

Italy

Japan

Malaysia

Netherlands

Philippines

Romania

Russia

RussianFederationSAUDI ARABIA

Singapore

Spain

Switzerland

Thailand

DEMO: LOGPARSER

PREPARE

DEFINE APPROACH AND PREPARE

ENVIRONMENT

What drives the migration approach

• Complexity and level of customization

• Do you need to restructure?

• How much downtime can be tolerated during cutover?

• Health of the current environment

• Is loss of metadata and securities acceptable?

• Can non-SharePoint related assets be properly mapped to SharePoint?

• Can you do a big bang migration, or do you need co-existence?

• Number of business stake holders

Migration• Extract (what): Define selection criteria

– Last 3 versions, active projects, not older than 5 year

• Transform (where): Do we need to restructure, add metadata, change security?– User identity will be different (modified by, created by)

– Sites versus Site Collections

– Content Types, MetaData, Folders

• Load (How): Do we need a migration tool?– Small: File Explorer or manual upload

– Medium to Large: Third-Party tools

– Complex: Third-Party + Custom Tools

Understand the limitations• Example OneDrive for Business

– Limits• Max 20.000 items sync limit, 2GB file size

• Max 25GB total size as for now

– Special characters• SharePoint Online \ / : * ? \ “ < > | # %

– Extensions• Like folders _files, _bestanden, _Dateien, etc

– Characters• File names - up to 128 characters.

• Folder names - up to 250 characters.

• Folder name and file name combinations up to 250 characters.

• SharePoint Conference Announcements– 1TB OneDrive for Business for all Office 365 ProPlus customers

Understand your target platform

PREPARE

PREPARE ENVIRONMENT

Authentication

Comparison identity options

Source: SPC161 – Kimmo Forss

Singe Sign On Readiness• Federation enables users to access both the on-premises and

cloud-based organizations with a single user name and password

– Health Active Directory Landscape• Single or multi forest

– Domain ownership must be verified• Must use publicly registered namespace

• Can’t use contoso.local

– UPN must be set and known by the user• Can be the publicly registered domain suffix as alternate UPN

• domain\dhessing and dhessing@contoso.com as alternate UPN

Migration Throughput

Custom Templates in O365

• Custom code on the server is not allowed in Office 365

– Use the App model (SharePoint Hosted, Provider Hosted)

– Use Sandboxed solutions with WebTemplates (no custom

code)

– Remote Site Provisioning (App, PowerShell)

- Requires hosting platform for the App (Provider Hosted)

- Make friends with the Development Team

- Office AMS provides great examples

- https://officeams.codeplex.com/

OneDrive site provisioning

• The users One Drive for Business Site is created when the

user hits the newsfeed or profile page

– Not feasible in migration scenarios

• SharePoint Online Client Component SDK provide

capabilities for batch provisioning

– Remote pre-provisioning leveraging custom code (CSOM)

– Office AMS

MIGRATE

MOVING CONTENT…

DEMO: CUSTOM MIGRATION TOOL

Cutover strategies

• Freeze period

• Gradual or Big Bang

• Coexistence

Coexistence

1. Full sync

https://intranet.contoso.com/https://tempintranet.contoso.com/

Full Migration

Coexistence

2. Incremental Sync

https://intranet.contoso.com/https://TEMPintranet.contoso.com/

Delta changes

Coexistence

2. Swap the URL – Update DNS

https://TEMPintranet.contoso.com/ https://intranet.contoso.com/

Migration tools

Validation

• Make sure you can validate the migration on consistency,

security, versions, file type, links, etc

• Most migration tools only report on failures

• Automated validation is preferred when content size

increases

• Include out-of-the-box functionality as well

• Don’t forget to involve the business – Can users still find

their content?

SUPPORT

Aftercare

• Keep the source environment available

– Training

– Fall-back

– Support

– Validation

Office 365 – Points of attention• Align your IT – Strategy / Digital Workplace with the Office 365 Roadmap

– Continues upgrade of the service creates dependencies on existing workplace

– Browser Version

– Office client version

– Windows client version

• Inform your end users that the system is continuous changing (UI / Behaviour)

• Performance of SharePoint Online can be a challenge!– “This SLA and any applicable Service Levels do not apply to any performance or

availability issues”

Links• http://gallery.technet.microsoft.com/office/Inventory-SharePoint-Farm-

dc11fc28#content

• http://blog.falchionconsulting.com/index.php/2010/08/getting-an-inventory-of-all-sharepoint-documents-using-windows-powershell/

• http://mikeoryszak.com/2013/04/finding-duplicate-items-and-the-duplicates-keyword/

• http://redmondmag.com/articles/2014/04/29/onedrive-for-business-storage.aspx

• http://support.apple.com/kb/HT5923

• http://support.microsoft.com/kb/2933738

• https://gist.github.com/jstangroome/2288218

• http://technet.microsoft.com/en-us/magazine/jj631606.aspx

• http://difs.codeplex.com/releases/view/102382

THANK YOU!

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