Helping You Know Your Content! Tips and Tricks learned Microsoft’s migration to Office 365 and OneDrive Dorinda Reyes, Solutions Engineer Buildingi @ruenells Peter Senescu, Co-Founder of MetaVis @psenescu

Wide Spectrum of Wildly Successful Customers Company Facts Wide Spectrum of Wildly Successful Customers Thought Leadership MS Gold ISV & Member of Partner Councils Offices in Redmond, Houston, Philadelphia & UK Privately held & profitable, veteran management team Known for SP, Office365, Google & broader cloud ecosystem

Cloud On-Boarding Made Easy Solution Overview Information Management Platform Cloud On-Boarding Made Easy Backup Migration- Increase Portability & Interoperability Administration- Analysis & Insights Security- Ensure Proper Access Architecture- Better Organization / Reduce Sprawl Protection- Backup & Recovery Zero server footprint truly agentless (cloud ready) Easy to install, intuitive design Rapid & self-evident value Single platform client, server, private or public cloud Enterprise grade without enterprise cost or effort

What Makes MetaVis Solutions Unique? Our Principals of Design & Market Approach Easy to install, intuitive design, rapid & self-evident value Zero server footprint truly agentless (cloud ready) Single platform client, server, private or public cloud Enterprise grade without enterprise cost or effort Product / Innovation company first, sales & marketing second Unified Content Management Information Architecture Unstructured Content Transformation Administration and Analytics Security; Permissions and Awareness Content Backup and Protection

Unmatched Innovation ADMINISTER RELEASED NINTEXT WORKFLOW GOOGLE TO ONEDRIVE ORPHANED USERS OFFICE 365 SUPPORT SCHEDULER ONEDRIVE UPLOADS PUBLIC FOLDER INFORMANT PRE-MIGRATION ANALYSIS SELECTABLE SKINS IM ENTERPRISE TERM STORE MANAGER BACKUP TO CLOUD PERMISSIONS BACKUP FOLDERS CHANGE MANAGER GOOGLE MIGRATOR SHAREPOINT 2013 INFORMANT QUICK RUN ONEDRIVE MANAGER FILE UPLOAD MIGRATOR FILE MANAGER AUTO TAG BACKUP POWER USER FARM, TENANT ARCHITECT IM POWER USER SHAREPOINT 2010 SUPPORT SECURITY MANAGER BACKUP OFFICE 365 APP ONE DRIVE PROVISIONING 2008 2009 2010 2011 2012 2013 2014

More Than Agile MetaVis Google Migrator standalone product released Search released for Architect Grouping, sorting and ordering added to Log Viewer Added support to provision new site collections in Office 365 MetaVis Administrator standalone product released Background processing for migration First release of Term Store browser First release of federated connectivity for Office 365 Added support for the creation of new terms during copy/tag Released OneDrive for Business Administrator dashboard Added support for the migration of hidden columns Full Compare option released for Live Compare Added support to use cloud storage (Azure or S3) for Backups SharePoint 2010 support Added Site migration functionality Added support for Managed Metadata fields in SharePoint 2010 MetaVis Public Folders standalone product released Added support for migrating between Office 365 tenancies Added support for Scripts Added support for copying SPD Workflows Added support for copying InfoPath Forms Added support for Office 365 SharePoint Online Added option to Compress Storage in SharePoint 2013 Migration statistics released Support to provision new OneDrives for Business Live Compare support for Term Stores Tagging via CSV file Added scheduling for migrations MetaVis Backup released Added support to retain GUIDs when migrating Term Sets and Terms Released Pre-migration Analysis reports Bulk site collection migration released Visual and functional update to Live Compare Term Store Manager standalone product released Added security scanning to Administrator collections and reports Added ribbon to the Application UI First release of CSV files for migration Released ability to switch skins in MetaVis 2010 2011 2012 2013 2014 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Released support for the detection and migration of Nintex workflows MetaVis Administrator for Power Users standalone product released MetaVis Informant standalone product released Promote to a New Site Collection released MetaVis File Manager standalone product Incremental copy released Added support for migrations from PST files MetaVis Security Manager standalone product released Auto-tagging released Added support for SPS 2003 Released Change Manager Added Quarantine action to Informant First release of Live Compare First support for SharePoint Wave 15 (SharePoint 2013) OneDrive for Business Management Suite released Farm, Tenant and OneDrive for Business connectivity released Permissions only backup and restore added to MetaVis Backup Added support for migrating between OneDrives Added support for file shares uploads into OneDrives Added support for Office 365 Site Views in Administrator reports Released option to convert 2010 workflows to 2013 First release of bulk Google Drive to OneDrive for Business Added tiered licensing support for MetaVis Backup Out of place restore implemented Added support for SharePoint Group migration Birth of the MetaVis Platform (view permissions, level and groups across products) Added support for the use of Filters Profile Manager released Bulk extraction from SharePoint to File Shares Added support for Enterprise Keywords Automatic user mapping added for Office 365 Added retention policies to Backups Released Site and List Properties dialog Added support for migrating Meeting Workspaces Added Export to CSV for Term Sets Added support for Orphaned User migration MetaVis Scheduler was released Application Welcome Page released

Migration Planning (End to End) Evaluate items and objects that may fail during migration Pre-Migration Analysis Run pre-migration analysis Site Template Features Web Parts List & Libraries Workflows Evaluate Items that will fail due to non compatibility Design Package Storage Increase (if needed) Site Collection Features Site Features Term Store Content Types Import Design Package (page layouts, master page, branding) Migration Pre-Migration Checklists Enable Site Collection/ Site Features Import Managed Metadata/Term-store Migration Checklists Validate all content is checked in prior to migration Migrate Content Remap user accounts Remap web parts (if applicable) Check in all pages and documents Use Metavis to remap users and web-parts Post Migration / Known Issues Post Migration Configure web-parts Configure Site Navigation Update Search URL Set old environment to READ Only Manually configure content query web-parts (if applicable) Change permissions on source site to READ Only Known Issues Master Page & Page Layouts Site/sub site classification Master page and page layouts do not migration due to compatibility

Helpful Links Download Trials: http://www.metavistech.com/product/office-365-suite http://www.metavistech.com/product/onedrive-management How To Guides: http://www.metavistech.com/support Blog Posts about Office 365 and OneDrive for Business http://blog.metavistech.com/tag/office-365/

Thank You & We Look Forward to Working Together!