5 Steps to Plan Your Sharepoint Migration

11 Move, Manage, Protect

5 Easy Steps to Plan Your SharePoint Migration

Adam LevithanDirector Product Management, Metalogix

Microsoft MVP

[email protected]

@collabadam

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Migration Planning

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Migration Planning

5 Confidential and Proprietary © Metalogix

Pre-Migration Discovery/ Analysis

Collaboration and Content Strategy

• Has anything changed?

• Does my SharePoint Farm represent my current organization strategy?

• Acquisitions?

• Leadership changes?

• Departmental reorganizations?


Pre-Migration Discovery/ Analysis

Audit and Inventory

• Capture business purpose

• Assess relevance of content

• Assess current users

• Sensitive, Regulatory, Important Content


Run a content audit

Questionsto ask

What type of data do you have in SharePoint?

Do you know all locations of sensitive data in SharePoint?

Who is responsible for maintaining an inventory of sensitive data?

How do you track which users currently access sensitive data?

What are consequences of inadvertent data exposure?

What data is sensitive (PII, PHI, IP, etc.?)

Do you know who has access to it?

How often is sensitive data inventoried?

How often do you track such access?

Who has accountability for a breach?


SharePoint Infrastructure

Database & list size

Information architecture

Network choices

Customizations

Security & compliance

requirements


Changes In SharePoint Over Time


SharePoint Inventory

• URLs• Site Collection Name• Site Collection Size• Sub site count• Large Lists• Document Versions• Customizations• Site Location/position• Content DB – Size, Number• Site Collections per DB

• Duplicate or Orphaned Site Collections• My Sites – Content DB, Size

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Migration Planning


What’s Not in 2016

Deprecated in 2013

• Document & Meeting Workspace

• No more XSLT we now use Display Templates

• FAST Server merged with OOTB 2013 Search

• Web analytics from moved into Search

• Organizational Profiles

Deprecated in 2016

• Wave a fond farewell to SharePoint Foundation

• No more Forefront Identity Management

• Standalone (Single Server) Install Supported for Dev/Test only

• So Long to Tags and Notes (2010)

• Excel Online replaces Excel Services

• BI must use SQL Server 2016

• Say goodbye to Stsadm


What’s In SharePoint 2016 via 2013

• Search, Continuous Crawl and the new Web Parts

• Social – Community Site, Microblogging and Activity Feeds

• Updated User Interface & branding through the Design Manager

• OneDrive for Business instead of My Sites

• Apps and the App Store

• Claims authentication default

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Hybrid?

http://info.metalogix.com/Resources/sharepoint-2016

http://info.metalogix.com/Resources/sharepoint-2016


Feature Pack 1 (Nov 2016)

• Logging of administrative actions performed in Central Administration and with Windows PowerShell.

• Enhancements to MinRole to support small environments.

• A new OneDrive for Business user experience.

• Custom tiles in the SharePoint app launcher.

• Unified auditing across site collections on-premises and in Office 365.

• Unified taxonomy across on-premises and Office 365.

• OneDrive API 2.0

• NOTE: Need Software Assurance

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Migration Planning


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SharePoint Governance – at the outset

SharePoint governance:

Embedded technical layer

control


Governance creates balance

RISKS BENEFITS

User Adoption

SharePointROI


Basic levels of governance

Ensures each content asset can be

managed independently.

Ensures each site and customization

(branding, javascript, custom code,

features, web parts) can be managed

effectively by a system.

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Migration Framework


Structure of Your Migration

Change Management

• Cutover

• Gradual

Architectures

• Lift & Shift

• Multi-Prong

• Distributed

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Physics• Connection Speed

• Network Traffic

• Office 365• Protection

• Throttling – User and Farm

• Virus Scanning

• Distributed Denial of Service Monitoring

• Optimizations• Migration API

• Azure Migration Containers

Resources• $$

• Analysts, Developers and/or Administrators

• Partner Consultants

• Migration Machines

Priorities• What is the value of the

migration project to the organization?

• Are you a seasonal business?

• Is there a time frame that must be met?

Understanding Speed


Understanding SpeedConnecting to SharePoint/ SharePoint Online

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Migration Planning


Does it work as expected?

Office 365

SharePoint 2016

Hybrid

SharePoint 2007

SharePoint 2010

File shares


People should validate the migration

Migrations worked the

way they were expected

Site owners see what

the content as expected

Findability is what was

expected

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Questions?

Technology

5 Steps to Plan Your Sharepoint Migration