Migration Migraines – Avoiding the Tylenol

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Migration Migraines Avoiding the Tylenol

9:10am - 10:00am, Room 606. NRG Park. Nov 5.

David FretteMoss Delight

Odin H. CastilloLogicBound, Inc.

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Welcome to SharePoint TechFest

• Please turn off all electronic devices or set them to vibrate.

• If you must take a phone call, please do so in the lobby so as not to disturb others.

• Thanks to our Sponsors!

Thank you for being a part of the Houston SharePoint TechFest!

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Migration Migraine

(Expectation)

(Reality)

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“Generally speaking, a migration will magnify problems, not solve them”

Migration => migraine

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• Houston-based organization

• Provide Consulting and Solutions based on improving business processes and access to data through technology based process improvements

• Industries served: Technology, Energy, Oil Field Services, Manufacturing, Investment Banking, Chemicals, Housing, Commodities Trading, Property Management, and Transportation

• Management has over 50 years of experience implementing and managing enterprise solutions

About Moss Delight Services

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• Pre-Migration

• Know your

– Upgrade Path

– Players

– Content

– Architecture

Warm Up

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Common Pre-Migration Problems

ProficiencyTraining

ArchitecturePerformance

ContentTopology

Size

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If your users weren’t fluent in SP 2007/2010, they won’t be in SP 2013.

While 2013 might be a little more intuitive (debatable at best), if users don’t understand SharePoint, the UI won’t make them get it.

Proficiency

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Training

If you didn’t have an adequate training program in SP 2007/2010, you won’t have one in SP 2013

• End Users

• Power Users

• Content Managers

• Administrators– Farm

– Site

• Developers

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Performance

New hardware doesn’t solve software issues (but it doesn’t hurt)

• Servers

• SQL Cluster

• Load Balancers

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Content

Redundant copies don’t vanish. Obsolete content doesn’t become relative, and search continues to remain cluttered.

“Those who cannot clean up the past content are condemned to

migrate it”

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Topology

Site organization transfers right over. Migration is a great time to re-organize.

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Size

whether the farm needs room to grow (400GB site collections, haven’t we learned by now?)

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Know your upgrade path

Solutions and customizations

Service Applications

Content

3rd Party products

What’s deprecated

InfoPath Forms

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Know your players

Advisory Board

Steering Committee

Business Sponsor

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Assembling your Agents

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Seek Help SharePoint skills are gained through doing – get someone with experience

Be careful that 5 years of experience means 5 years, not 1 year X 5

Be careful of so called SharePoint ‘experts’

An All-in-one SharePoint person is a fallacy

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Communication & Sponsorship

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Communication & Sponsorship

“Know thy Enemy”

• Be clear that– Change is coming (Broadcast & Narrowcast)

– Who and How are they going to be affected?

– You “will” need volunteers … it takes a village

• Have a plan and have it approved– Chart the course

– Get it approved at the highest level

• Let’s be honest, You’re going to make mistakes & learn along the way

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Know your content

• Audit your sites

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It’s not just data that is being migrated

• Well, yes Data, but what is it made of

– Versions, Metadata, Structure, Permissions, ∞!

– Will it migrate

• Don’t forget the system(s)

– Taxonomy (Site Map, Containers)

– Security (Permission Levels, Identities)

– Functionality and features

– Business Processes and custom development

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Know your architecture

• Every SharePoint migration is also a rollout

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Know your tools and resources

• PowerShell

• The Community

• Your SMEs

• Your Testers

• Review TechNet