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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?
38
Partners since 2015
Main Sponsor of InspireX 2017
Main Sponsor of Xchange 2018
Multiple co-sponsored events
Sharegate & Nintex
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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
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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…
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“Nah, I’m good I won’t listen to you”
“I’ll do it my own way”
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“I will…”
50
Drag & Drop Files with Explorer
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Use the Sync to Migrate
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Do an overnight migration without telling anyone
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Forget some of the content because I have no inventory of what I have
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Move everything into OneDrive for Business, it’s got more TB for free
55
Migrate from home with my internet bandwidth
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Rebuild all my workflows & forms
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Build a migration tool myself
THANK YOU!
BENJAMINNIAULIN
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