Migrating to SharePoint 2013 Stress Free Nick Kellett @nickkellett http://www.linkedin.com/in/ nicholaskellett http://www.stoneshare.com January 28, 2014
Nov 16, 2014
Migrating to SharePoint 2013
Stress Free
Nick Kellett@nickkelletthttp://www.linkedin.com/in/nicholaskelletthttp://www.stoneshare.com
January 28, 2014
About Me About me:
Chief Technical Officer at StoneShare Inc Software technologist, speaker, instructor, and blogger Advocate of lifelong learning and sharing knowledge Twitter: @NickKellett LinkedIn: www.linkedin.com/in/nicholaskellett
So what’s this session about anyways?
A Little History Migration Options – 2003 or 2007 to 2013 Migration Options – 2010 to 2013 Migration Tools and Utilities Top 5 Migration Tips Recommended Migration Process
Those who cannot clean up the past content are condemned to migrate it
A Little History
2003 to 2007 migration
Options: In Place, Gradual Database Attach Migration Third Party Vendor
Common problems: Customizations and unghosted Pages Architecture changes OOTB migration wasn’t granular enough Third party tools were lacking, or expensive
2007 to 2010 migration
Options: In Place, Database Attach Third Party Vendor
Common problems: Customizations Architecture changes OOTB migration still wasn’t granular enough Branding Changes Massive changes in Hardware requirements
Migration Options from 2003 or 2007
Migration Options – 2003 or 2007 to 2013
Migration Options
2003 to 2013: Third Party Vendor 2003 to 2013
2007 to 2013: 2 step OOTB Migration: 1. Database Attach from 2007 to 20102. Database Attach from 2010 to 2013 Third Party Vendor 2007 to 2013
Migration Options from 2010
Migration Options – 2010 to 2013
Migration Options
Types of Migration: Content / Data Functionality
Content Migration Options Database Attach Third Party Vendor
Functionality Migration Options Database Attach Third Party Vendor Cleanup and Redeployment
Migration Options – Database Attach
Install new 2013 Farm Detach Service Application Databases from
2010 Upgrade Service Application Databases in 2013 Detach all content databases from 2010 Attach content databases to new 2013 farm Upgrade Sites
Run Site Collection Health Checks Upgrade Evaluation Site Choose whether to upgrade the Site
Migration Options – Vendors
Major Vendors are AvePoint and Metalogix ShareGate is a Canadian Company How do they work?
Install agents on source location(s) Install Administrator console(s) Perform the migrations at a very granular level
Most allow discovery process beforehand Most are licensed by volume of content
migrated/managed
Migration Options – Vendor Benefits
Clean up before moving More granular migration options Scheduled migrations Migrate to/from a variety of sources “Wave” Migrations Reusable Migration Tasks Split/merge sites, libraries, and lists Migrate Nintex workflows Use the product afterwards to manage your
SP2013 site
Migration Options – Vendors (cont.)
Migration Options – Vendors (cont.)
Top 5…
Migration Tips
Tip 1 – Spring Cleaning Archive old sites – move to Archive web application (up
to 4 TB) Archive old content – move to Archive doc library, site, or
web application (up to 4 TB) Clean up user permissions Clean up orphan sites
Backup your content databases. For each, run: Stsadm –o enumallwebs–databasename
<ContentDatabaseName> –databaseserver <DatabaseServer> >c:\<ContentDatabaseNameOrphans>.txt
Delete up all sites that have a value InSiteMap=”False”
Common Migration ProblemsPain Recommended solution
Uncontrolled environment Audit and govern
Lack of hardware Virtualize
Customized pages Revert to site definition
Custom site definitions Upgrade, recreate, or replace
Third party applications Upgrade, recreate or replace
Customized web config files Look in web.Config for FBA settings, connection strings, custom safe control entries, and port these over
Custom code Look in GAC and 12 or 14 hive for custom code. Upgrade, recreate, or replace
Language packs Ensure the new farm is running the required language packs
Tip 2 – Governance and Monitoring Plan and Govern Early
Audit your content and functionality Consider restructuring
Governance Strategy and Plan Setup a Governance Committee before migrating Setup Storage Quotas when migrating Monitor and report
Tip 3 – Start Early Provide your business users with a “Cheat Sheet” of
instructions Provide them with a SharePoint list called “Content
Inventory” Get them to identify which sites/content within that they
want to migrate OR get them to cleanup and then do a site-to-site migration
Classify their tasks into categories Meet with them on a weekly basis to help them through
the process
Tip 4 – No Big Bang Migration
Keep the old Farm going!!! Migrate a group at a time Consider the impact of a long cutover on your users and
administrators, and infrastructure Plan carefully What does “Live” mean
Tip 5 – Test, Test, Test Setup test farm Perform mini-migrations Verify third party addons support SP2013 Review upgrade log files (new Upgrade document library
in each site) Review sites in 2010 mode Test upgrade to 2013 mode
A to Z
Recommended Migration Process
Migration Process
Restructure Farm? Pre-Migration Checklist 1…n Test Migrations Production Migration Final steps
Restructuring
This is a good opportunity to restructure your farm
Use mergedb to consolidate site collections into one content database
Use backup / restore to move site collections around
Use Third Party Tools to restructure: Web Application, Site Collections, and Site Layouts Navigation Content
Pre-Migration Checklist
Upgrade SharePoint 2010 to SP2 Run preupgrade checker on 2010 Backup All Content Databases Backup Service Applications (if any) Install All 2013 Prerequisites Install SP2013
1..n Test Migrations
Setup Test environment Create database copy of real content Migrate using the chosen approach Check the Log Files Test Data and Functionality Test Visual Upgrade on site collections Identify and fix problems
Migration Fixes
Turn off features or functionality you don’t need Delete orphans Replace or upgrade third party components Replace or upgrade custom code
Migration Production
Setup production environment Migrate using the chosen approach Test Data Test Functionality Use Visual Upgrade on site collections Switch over requests to new farm (if required)
Project Plan Sample
Migration Resources
Microsoft Upgrade to SharePoint 2013 guidance on Technet: http://
technet.microsoft.com/en-us/sharepoint/fp142375.aspx
Metalogix Content Matrix: http://
www.metalogix.com/Products/Content-Matrix.aspx AvePoint DocAve Migrators and Content
Manager: http://www.avepoint.com/sharepoint-migration-tools
/ ShareGate
http://en.share-gate.com/ SPYam – SharePoint Community on Yammer
In Closing
What, Me Worry?
Q & A Connect with me on Twitter: @nickkellett Connect with me on LinkedIn:
http://www.linkedin.com/in/nicholaskellett