SPS Chevy Chase Tips on migrating to Office 365

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April 15, 2023

Tips and Tricks to SharePoint Migration

Mike Maadarani

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Thanks to our Sponsors!!!

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• The details can be found through the EventBoard Mobile app – http://app.spsdc.org -> SPSDC

Session Info

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Only have a web browser?http://lanyrd.com/2015/spsdc/

Lanyrd

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Join us at #SharePint sponsored by K2 at Clyde’s of Chevy Chase in the RaceCar Bar Downstairs

Why? To network with fellow SharePoint professionalsWhat? SharePint!!!When? 6:00 PMWhere? RaceCar Bar Downstairs5441 Wisconsin AveChevy Chase, MD 20815

Thanks to?K2!

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Welcome & Introductions

Mike Maadarani, Ottawa • App Dev and Architecture for over 20 years (17 Years

Microsoft, 3 Years with the “Other Guys”)• Business focused on Enterprise Content Management &

Publishing Sites• Technology focused on SharePoint, SQL Server and

SharePoint Integration• Architect, trainer, and presenter

[email protected]

www.maadarani.com @mikemaadarani

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Cloud

ProcessAgenda

Closing and Q&A

Content & Apps

Overview

Migration Life Cycle

Hybrid

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Why should I consider SharePoint 2013?

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Others have it!Sooner or later, you will need SharePoint!3 reasons why SP 2013 is better than Sex:– You can usually find someone to do it with– A little Scotch and you can usually do it all night!– If you don’t finish, you won’t gain a reputation of a

“SharePoint Teaser”Wheel is still there, but friendlier message

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History recap

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2006

iPhoneSharePoint 2007

SharePoint 2010Facebook

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Devices Social Cloud Control

2007 – 2012: Revolutionary Trends

People

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Devices Social Cloud ControlPeople

SharePoint 2013

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SharePoint Evolution to 2016

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Should I upgrade?

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What is migration?• The movement from one location (Source) to another

location (Target)

What is IT Migration?• People, Hardware, Software, Systems, Data, Information,

Business Processes, Applications, Services

What is Information Migration?• The movement of documents, metadata, taxonomy and

structure, security, and business process logic

Overview

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Move Forward

Don’t Upgrade

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SharePointObjective

VALUE RISK

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SharePoint

VALUE RISK

Objective

VALUE RISK

WORKLOAD

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Should I upgrade or migrate?

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Migration/Upgrade Lifecycle

Analysis Plan Execu

teAsses

sSustai

n

SOURCEFile Share

Exchange Public Folders

Lotus Notes

Web Content

SharePoint

Other LOB Systems

TARGET

SharePoint Online

SharePoint On-Premises

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Step 1.Analyze your farm

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• Content Analysis– File Shares– Exchange Public Folders– Notes Databases– Existing SharePoint farms– Web Content– Other lines of business applications

• Who is involved?– Stakeholder(s) (Accountability)– Business Drivers (Awareness)– Information Technology (Accessibility)– Individual(s) (Owner)

• Where is our content?– Hosted or In House– Centralized or Decentralized– Local or Abroad

Analyze: Decision Points

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• Content Analysis– How much content? How large?– How many layers? (Web Applications, Site Collections, Sites)– Content Types, Metadata? CTH?– Security Levels– Workflows– Linked Information– M.U.D.R (Systems and Content)

• Maintain• Upgrade• Dispose• Replace

Analyze: Decision Points

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• Service Applications Analysis– Search– Managed Metadata– Secure Store (must be done before BCS)– BCS– User Profiles– PerformancePoint

Analyze: Decision Points

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• Custom Code– WSP– Event receivers– Apps (if 2013 to Online)– Workflows– Etc…

• 3rd Party Tools

Analyze: Decision Points

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• Action Items– Roles and Responsibility Matrix– Content Inventory Worksheet– Security Report– Decision: Build or Buy migration tools AND

services

Analyze: Action Points

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Step 2.Plan your battle

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Which cloud is good for you?

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Private Cloud

Full AccessFarm SolutionsSandbox Solutions

$$Expensive to runExpensive to maintain

TraditionalWe know what we knowWe expect innovation and great new features

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Azure

VMs for you needsIf you’re used to a virtual environment, you’re ready for AzureA few quirks

Full AccessFarm SolutionsSandbox Solutions

$$PricierNot clear on upfront cost

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SharePoint Online

Limited AccessNo Farm SolutionsLimited Sandbox Solutions More script and CSOM code is being added

$$Totally based on accessAND “seats”Usually cheaper that the other options

Features and SupportNew Features come online firstUpdates are almost every quarterGood support from MS and the partners

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Hybrid Solution

Online + On-premises

Online + Azure

Azure + On-Premises

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Upgrade Scenarios

Gradual Upgrade

Database Attach Upgrade

In-Place Upgrade

On-premises O

NLY

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• All content databases • Search administration• BDC• Managed Metadata• PerformancePoint• Secure store• User Profile databases

Database Upgrade

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Plan your content

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Identify SPO Gaps

FederationMidsize Business plan or higher for AD integrationMidsize, Enterprise E1 or higher for Yammer

Migration costsBased on size and number of itemsLots of vendors, some are the same core engine

Farm FeaturesFarm solutions are not supported in Office 365Need to know what is in the farm, and where they are being used, to create a remediation plan

3rd party solutionsApp Store is rich with many solutions

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• Most companies have content that is:– Out of date– Duplicated– Difficult to find

• Would benefit from:– delete/archive/migrate triage– reorganization– tagging with metadata

Real world content

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Plan: Decision Points

• Where will the content go?– Web Applications– Site Collections– Sites– Pages– Libraries

• What will the content do?– Policy Management– Business Process– Search ability– Metadata

• Communicate and Train!

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RemediationWhy is remediation required?

What to remediate?How to remediate?

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Some customizations:Cannot be migrated as is

Some content:Cannot be migratedShould not be migrated

Why remediation is required

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Reduce content volume

Content Mapping

Content remediation

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Customization remediation

Branding Solutions

ProvisioningSolutions

Content Types and

Site Columns

User InterfaceComponents

Other Built-inFunctionalities

Integration/Maintenance

Solutions

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Use OneDrive For Business

• Migrate your MySite and personal filesPersonal Sites must be created first before you

migrateBulk migration requires an account to be added to

the personal sitesUse PowerShell to add a migration account to the

admin group for individual personal sitesRemove when done with migration

Bulk Site creation is available through CSOM API

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Execute your migration

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Choosing your migration approach

Self-service migration

• Manual

Tools-based migration

• Manual/auto using tools

Complex migration

• Includes custom code

• Involve experts

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Steps to migration

Migrate your Service Applications First

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Service Apps

Online• Search

– Consider Hybrid Search• MMS

– You want to consider 3rd party tools

• BCS– You need Hybrid environment

• PerformancePoint– PowerBI, PowerView

• User Profile– AD Sync

On-premises• Search

– Consider Hybrid Search

• MMS, Secure Store, BCS, PerformancePoint, User Profile– Consider DB Upgrade

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• The migration to the cloud must be performed remotely

• User identities are different

Migration considerations

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• Do you really want to migrate?• Use OOB if possible• Rebuild if needed• Test against trial content• Finalize and lock down code deployment

Execute: Code Migration

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• Triage your content• Assess• Reconfigure your scripts/strategy• Try again• Follow your Plan• Divide and Conquer• Delta Migration

Execute: Content Migration

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NO migration is 100% success

Execute: Content Migration

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• Assess your content• Re-run migration for missing content• How is the current state performing/growing?– Storage– Security– Performance – Event Log

Assess: Action Points

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• What is your disaster recovery plan?– SPO, No action– On-Premises, Plan and implement a DR site

• Turn off old farm, but do not kill it• What are our growth metrics?• How we will manage issue tracking and

support?

Sustain: Action Points

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In Closing

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• Analyze• Plan– Schedule– Communications– Hybrid strategy

• Triage the content• Remediate• Migrate• Assess• Sustain

Recap

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Keys to success

• People– Source system knowledge (System X)– Target system knowledge (SharePoint Online)

• Knowledge– Development– Knowledge management

• How to structure the data

• Realistic timelines• Commitment

– Strong steering committee

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QA&

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Thank you!

Mike [email protected]

@mikemaadarani

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