I03 migration from on premises to office365 - tips tricks and hows

I03: Migration from On-Premises to Office365 - Tips, Tricks and Hows

• #SPSParis I03• Knut Relbe-Moe, Knowledge Factory• 30 Mai 2015 / May 30th, 2015

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My Experience: SharePoint evangelist, mentor, speaker Old developer, turned Architect / ITPro Have worked with SharePoint since the 2003 version. Worked with several clients upgrading their solution from 2007/2010 to 2013. Works as a Lead Architect and advisor creating SharePoint Farm

architecture/infrastructure on many projects. With up to 25.000 users. Worked with automating the installation and configuration of SharePoint.

Knut Relbe-Moe

[email protected]

http://www.sharepointblog.no

http://www.knowledgefactory.com@shareptkarm +47 982 24 609

Chief Technical ArchitectKnowledge Factory, Oslo, NorwayOffice 365 MVPFounder of NIWUGEducator for Glasspaper

https://citrix.npaid.org/

Todays picture…

• Okey, so you have Windows Active Directory

• SharePoint Farm(s)

• Exchange servers

6

Where do you want to go?

What are the Supported Upgrade Scenarios to move to SharePoint Online or Office 365?

• Manually• Hybrid• Code or 3rd Party Tools

• http://en.share-gate.com/blog/migrate-to-office-365-sharepoint-supported-scenarios

Integrate Office 365 with directory services

Active Directory Federation Services (AD FS) 2.0.Directory Integration Tools

Azure Active Directory Synchronization Tool (DirSync) 

Azure Active Directory Sync 

Hybrid or not Hybrid

• Office 365 with on-premises Exchange Server• Office 365 with on-premises Lync 2013• Office 365 with on-premises SharePoint Server 2013

How to set up your environment

1. CREATE TESTENVIRONMENT

• First study Guides and articles O365 Deployment Center

• Create a testenvironment, prepare O365 deployment

• Manage & Deploy users with >PowerShell

• OnRamp the testenv

Thanks to Thorbjørn Værp for some of the content on the slides

2. DIRSYNC SERVER

• Domainjoined dir sync Win2012 R2 server

• Cleanup AD (2003 forest functional mode+) • run IdFix Tool

JoE SmoTh

tIm CLarK??

Ca’RLy RobErts

KeVIn S*to*kS

Joe Smoth

Tim Clark

Carly Roberts

Kevin Stokes

IdFix

3. RUN the Azure Active Directory Sync tool • To run the Directory Sync

tool, you must have administrator permissions for the following:

• • The computer running the Directory Sync tool.

• • Your company’s local Active Directory.

• • Your company’s Microsoft cloud service administrator account. (see Azure AD credentials)

Download the DirSync bits using BITS (the URL always points to the latest version): Start-BitsTransfer -Source http://go.microsoft.com/fwlink/?LinkID=278924 -Destination c:Tempdirsync.exe

Install the required .NET 3.5 bits: Add-WindowsFeature -Name NET-Framework-Core

Install DirSync unattended: .DirSync.exe /quiet

• 50.000 objects qouta limit

3. RUN DirSync on premises or in Azure

4. ASSIGN LICENSES

PS> Connect-MsolService

Deactivate: When you deactivate directory synchronization, the source of authority is transferred from the on-premises Active Directory to the cloud

5. Connect O365 to Azure

Windows Azure Active Directory: How to connect O365 tennant to Azure portal. Only10 minutes task. Step by step guide next 4 slides…

5. Connect O365 to AzureCustom Create Active Directory

5. Connect O365 to AzureUse existing directory

5. Connect O365 to AzureLog on to O365 with org-admin

How to move your customers to Office 365

Exchange, SharePoint and Lync Online, Office ProPlus, Microsoft Azure Active Directory

Experience value earlynew cloud experience

Real-world benefits,broad production use

Full feature value to meet your needs

Deploy Enhance Pilot1 2 3

Office 365 Fast Track

So what about the migration..

This is your technical migration, i.e. the physical move of content and “bits”

This is the bulk of your migration – the planning,

reorganization, and transformation of your

legacy SharePoint environment

Understand the

Ecosystem

Set Up Shared

ServicesDrive

Adoption

Migrate Team + Project Sites

Migrate Custom

Workloads

Classify sites by common workloads and usage

Ensure base services are set up and ready to go

Enable hybrid scenarios

Run marketing campaigns for self-migration

Reduce the on-prem footprint

Move sites that are high value

Migrate using a centralized team

Refactor customizations to the app model where possible

Move/Migrate while maintaining an excellent employee experience

SharePoint Migration Journey

How to migrate

If you don’t want to go run trough every version of SharePoint to get to the last version, it’s plenty migration tools that support migration from all the way back to 2003/2007.

Under i Have linked some options (it’s many more), you need to look at the differences, and choose the one which is right for you. This can change from project to project and the task you have in front of you.

“ We are the ones with the budget. If IT can’t deliver,we will go around them. “

Business LeadMajor retailerAustralia

Don’t forget

What does that mean?

To migrate with success you need to involve the Business….

And you should always ask yourself, who wants the change: IT, or Business?

Wo did we forget?

The users!

What are the characteristics?

They are SATISFIED with the system they have. IT WORKS

RESISTS CHANGES DON’T WANT THE NEW SYSTEM

WWW.SPBIZCONF.COM

How to solve thisInvolve the end users:

Testing

Training

Providing guidance and business process input

Get some super users

The more you involve people in the process, the more likely they are to accept the results

What are the characteristics of migration projects?

One Site collection Complex structure

Many subsitesSame document stored in multiple

locations

How to solve this

Recreate your site structure

Implement governance

Check security / user rights

Create a good search experience

Click to insert photo.

Before any migration project

Take a step back and look at the bigger picture

How to migrate1

2

3

Analyze the data

Migrate the data from SharePoint x to SharePoint 2013 /SharePoint Online

Enhance the new platform

4

Decide if you should create new site structure or recreate the old one

5

Decide which data to be migrated, don’t move stuff you don’t use

Migration Assessment Process

Application Inventory Data Analysis Estimation

Facts and Findings

Tasks

• Collect data of all existing sites/list/libraries

•Conduct interview with application owners

• Categorize and generate inventory of existing sites/list/libraries.Outcomes

• LN Application Inventory.

Migration Roadmap

Tasks

• Complexity Classification.

•Recommend Migration Approach.

Outcomes

• List of target applications with complexity level and recommended platforms.

• Migration approach.

Tasks

• Apply norm and estimation process to calculate the estimated effort.

• Cost calculation.

Outcomes

• Effort Estimation.

• Cost Estimation.

Quotation

How to migrate

1. Analyze the data

2. Recreate your site structure

Get-SPWebApplication https://portal.contoso.com | Get-SPSite -Limit All | Get-SPWeb -Limit All | Select Title, URL, ID, ParentWebID | Export-CSV C:\sharepointinventory.csv -NoTypeInformation

3. What to migrateCreate an inventory over what to migrate.

4. Migrate the data

1

2

Write your own Code

Choose a 3trd party tool

5. Enhance the new platform

Lessons Learned

• A pre-migration analysis is a must at the beginning of the project

• Build your project plan based on what you find• Perform a content and customization inventory

Key Takeaways

Start with easy workloadsUnderstand environment, custom solutions, site types, and what people

are actually usingMinimize the volume you have to migrateDetermine your governance strategyDefine acceptable and target user experience prior to migrations startingThink through permissions model – security groups won’t include

calculated domain groupsScale migration process through best practices

Now you are ready to migrate your legacy systems If not you can always call me.

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Gold / Or

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Argent

Organizers /

Organisateur

s

Thanks to our sponsors!

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Thank you !

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