Migration Consideration for SharePoint Online 11/15/2018 3:03 AM OSP316A Migration Consideration for SharePoint Online Garth Luke Elaine van Bergen © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Garth Luke Text/Icon/Pic @Garthluke Garth.luke@avepoint.com

My Home Silicon Valley – Northern California

Elaine Van Bergen @laneyvb Elaine.vanbergen@obs.com.au

Your Migration Roadmap for Success! TechEd 2013 11/15/2018 3:03 AM Your Migration Roadmap for Success! Determine Business Case Information Assessment Design New Architecture Pre-Migration Considerations Perform Migration © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Determine Business Case TechEd 2013 11/15/2018 3:03 AM Determine Business Case Why? Why SharePoint 2013 Office 365 Benefits Office 365 Concerns Understanding Hybrid © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

TechEd 2013 11/15/2018 3:03 AM Why a Business Case? This is your chance to revisit your approach to Information management in your business: Business need : Where can SharePoint fit into the IM Strategy? Align technology to IM Strategy Understand your data silos and plan to incorporate them into your strategy © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Why SharePoint 2013 ? Excel BI and Services Visio Searches Business Intelligence Excel BI and Services Visio Searches PerformancePoint Services Search Personalized search results Rich contextual previews Enterprise Content Management eDiscovery Team Folders

Why SharePoint 2013 ? Communities Discussions Blogs Social Communities Discussions Blogs BYOD Classic and contemporary mobile views Automatic redirection Mobile Web Apps APP Model New APP model Variety of scope

O365 Benefits Simplified Deployment Predictability Faster Updates Allocate resources towards driving business value rather than maintaining infrastructure Predictability Easier to forecast cost of platform Faster Updates SharePoint Online updated before on-premises 90 day release cycles Integration Exchange, Lync, Project, Dynamics

O365 Concerns Lack of Control Lack of Flexibility Regulations Cannot deploy full-trust solutions Cannot opt-out of updates Lack of Flexibility SharePoint 2013 Only No RBS (Remote BLOB Storage) Regulations Compliance, data sovereignty Data Loss No access to data without connection

Understanding Hybrid Workloads are divided across separate SharePoint environments Gradual transition to cloud In most cases today, the integration is not quite seamless Cloud (private or public) On Premise Farm

Information Assessment Information Dynamics Metadata Tagging Data Classification

How organisations think SPC2012 – IT Pro 11/15/2018 How organisations think Delete Archive Migrate © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Risk Assessment Ignorance Don’t just focus on what you can see: Risk Awareness Ignorance Regularly accessed data Un-accessed data Data cleanup Dark Data Migrating old data expensive Metadata tagging moves with data Know your classification requirements

Information dynamics Document types Document sizes and average sizes Smallest and largest sizes Content size count Overall document count Database counts Site and site collection counts per content database

Information Gathering Commands Test-SPContentDatabase Both 2010 and SP2013 versions STSADM -o PreUpgradeCheck (no longer exists in 2013) Third Party Tools

How you should think Migrate Archive Delete SPC2012 – IT Pro 11/15/2018 How you should think Migrate Archive Delete © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Information Management Lifecycle Metadata Permissions

Design New Architecture TechEd 2013 11/15/2018 3:03 AM Design New Architecture Hardware IA Search © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Upgrade and migration strategies Upgrade to next version – sequential (recommended) Leapfrog to the latest version Upgrade/migrate to the cloud

Upgrade to the Next Version The only built-in method supported and provided by the product Things to look out for: Storage requirements customisations & Missing files Changes in supportabilily limits Orphaned sites Patch level (not up to date) Platform changes (Search, OWA, etc.) Authentication type (Classic, Claims, etc...)

Leapfrog to the latest version Requires 3rd party tools or multiple upgrades Things to look out for: Storage requirements customisations & missing files Changes in supportabilily limits Orphaned sites Functionality in use Running workflows Depricated features Load on resources (hardware and people)

Upgrade/Migrate to the Cloud Benefits High Availability/Disaster Recovery is the provider’s responsibility Maintaining current software and patch levels (evergreen, etc.) Requires 3rd party tools or manual migration Things to look out for Difference in capabilities Not all workloads available in the cloud Certain workloads are challenging in hybrid mode Connectivity to other systems and their locations Existing solution-specific customisations/managed code Licensing costs for 3rd party migration tools, support, etc. Future plans with regards to customisations, integration, etc. Amount of data to be migrated and throughput targets during process

Technical Considerations TechEd 2013 11/15/2018 3:03 AM Technical Considerations What workloads are currently in use? What is the size of environment? © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Technical Considerations TechEd 2013 11/15/2018 3:03 AM Technical Considerations How customised is the implementation? External Applications interfacing with SharePoint? © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Technical Aspects – Authentication Model TechEd 2013 11/15/2018 3:03 AM Technical Aspects – Authentication Model Changing authentication model? Plan to upgrade authentication model to claims © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Organisational Aspects - Environment & Skills Who owns the environment? Who manages the environment? Who has access to the environment’s servers? How skilled is your organization on the new version of SharePoint? Operations team Development team Support organization

Project Management/Sponsorship TechEd 2013 11/15/2018 3:03 AM Project Management/Sponsorship Project Management Skills & Experience Support within the Organization Ensure adequate level of support External or Internal Project Management approach (ITIL, Agile, Ad-Hoc , etc.) © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Customisation governance Can it be removed Will it work in target environment Third Party or In House Do you have the code ? Is it under support

Pre-Migration Considerations Disruption Downtime Performance URL Changes Notification plan Test Environment considerations Testing Expectations TechEd 2013 11/15/2018 3:03 AM © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Disruption Defined as any significant change that: Requires changing client software to match server Requires retraining to use existing abilities Requires refactoring/replacement of customisations Not the same as downtime Use Deferred Site Collection Upgrade to forestall most disruption

Downtime No such thing as zero downtime!!! Possible to reduce downtime using mitigation processes Use Test runs to predict outages

Performance Know what performance you have and what you want Audit existing hardware and performance Audit existing content

URL Changes Should avoid URL changes whenever possible Stacking URL changes with upgrade can complicate experience Plan to not change URLs in the future

Notification Plan Plan to inform users about upcoming upgrade requirements/events Include info on what will happen Indicate when upgrade will occur Provide directions if using self-service upgrade abilities Indicate when upgrade must be completed by Indicate when upgrade is finished

Test Environment Considerations Be careful of impacting live environments from test ones Try to prevent/minimize URL changes Use proper hardware and content to determine timing

Expectations From Testing Understand upgrade methods and processes Understand performance and downtime mitigation Gain experience and confidence in troubleshooting and validation

Perform Migration Online On Premises Hybrid TechEd 2013 11/15/2018 3:03 AM Perform Migration Online On Premises Hybrid © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

How to Migrate to Online

Planning: Know where you are going SPC2012 – IT Pro 11/15/2018 Planning: Know where you are going Understand the capabilities of the target platform How does the target differ from what you have now Service Descriptions Customisation Guidance © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Planning: How do I get there? SPC2012 – IT Pro 11/15/2018 Planning: How do I get there? Third party tools – need to know: Costs Capabilities Not everything can be migrated Some things can be migrated but require planning Can you upgrade in-flight What kind of throughput can you get in your environment How can you manage deltas Need a POC or Pilot © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Planning: Organisational changes SPC2012 – IT Pro 11/15/2018 Planning: Organisational changes Support Help Operations Processes Site Provisioning Customisation models © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Prepare: Content Sunset customisations TechEd 2013 11/15/2018 3:03 AM Prepare: Content Sunset customisations What remediation needs to be done in legacy production prior to migration Develop a map between the existing and target Information Architectures Cleanup - archive or delete © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Prepare: Conduct the pilot SPC2012 – IT Pro 11/15/2018 Prepare: Conduct the pilot Verify capabilities Understand the tools – test settings Verify fidelity Verify throughput Involve stakeholders in quality assurance and acceptance Incorporate learnings © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Prepare Script everything possible Do everything possible to prevent the introduction of errors Cutover strategy Freeze periods Gradual or big bang

Migrate Migrate sites Freeze source farm – read only if possible TechEd 2013 11/15/2018 3:03 AM Migrate Migrate sites Freeze source farm – read only if possible Sync deltas Testing and acceptance Address defects Cutover Support © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

SharePoint 2010 – 2013 Hybrid

Why ? SharePoint 2013 has lots of improved functionality Business wants these ahead of full upgrade due to Time/Budget constraints Lots of customisations Training and change management

Published Services Only

Supported Services Managed Metadata UPS Search BCS Secure Store *Metadata only not Content Type Hub UPS Search BCS Secure Store

Design Considerations Old user interface or New functionality Latency /Location of farms Security of environments Licensing

Merged Farms

Staged Migration Search Personal Sites Community Sites Team Sites

Implementing Services Upgrade Gather applicable services settings on source farm Backup services databases on source farm Ensure service application pools created first Create each service application and proxy Start service instances only after service is created with upgraded databases

Share service Applications Exchange trust certificates Publish service application Grant permissions to SA Connect to remote farm Add proxy to web app 2013 only configure server to server authentication

SharePoint 2013 On Premises Upgrade

2013 Server Prerequisites 2010 or earlier SharePoint products must not be installed To use existing 2010 SharePoint Farm hardware: Uninstall and Clean Rebuild OS

Client Minimum Software Requirements Office 2010 or Office 2013 SharePoint Designer version Web Browser

Databases Supporting Database Attach Upgrade Content databases (->2010 and ->2013) Profile database (->2010 and ->2013) Project databases (->2010 and ->2013) Note: Four 2010 merged to one during upgrade to 2013 Search admin database Social database Sync Database – but why ??? Managed Metadata database Secure Store database Note: Passphrase required to retain passwords in store Access databases Note: Supported for B2B upgrades only

Databases Not Supporting Database Attach Upgrade Configuration database Unsupported for both V2V and B2B upgrades Has never been supported in prior versions Search index databases Unsupported for V2V upgrades only

Upgrade Improvements Deferred Site Collection Upgrade Site Collection Health Checks Upgrade Evaluation Site Collections System Event Notifications System Logging Changes Site Collection Upgrade Throttling Federated Services Compatibility Cross Versions

Deferred Site Collection Upgrade Allows existing 2010 site collections to work unchanged in SP2013 Replaces Visual Upgrade Requires deep backwards compatibility Default state for all site collections in upgraded databases

Page Rendering Coexistence 14 Mode Site Page 15 Mode Site Page SP2013 App Process Space In-process request routing Page Code Code Page /_layouts/15/ /_layouts/ WSE/14/Templates/Layouts WSE/15/Templates/Layouts 14 Assembly Redirect Policy 15 Assembly WSE/14/Templates SP2013 Config Database WSE/15/Templates SP2013 Content Database SPSite SPWeb SPSite SPWeb

Site Collection Health Checks Rule based health checks Looks for common known issues Site collection level scoped tool Runs automatically before Site Collection version to version upgrade

Customizations Gathering Solutions Should always have a build-out directory for FT solutions Don’t forget admin deployed InfoPath Forms Sandbox solutions are fine Other stuff MSI deployed components XCopy or manually deployed features/files/changes Use directory comparisons to be sure you have it all

Customization Categories and Types Visually impacting Data structure impacting Non-visually impacting Third Party Master Pages Themes Web Pages Web Parts Content Types List Types Web Templates Site Definitions Web Services Windows Services HTTP Handler HTTP Module Workflow Webparts Admin Reporting

Implementing Services Upgrade Gather applicable services settings on source farm Backup all applicable services databases from source farm Ensure service application pools are created first Create each service application and proxy Start service instances only after service is created with upgraded databases

Example Of Managed Metadata Service Provisioning $applicationPool = Get-SPServiceApplicationPool -Identity "SharePoint Service Application" # Create Managed Metadata service and proxy $sa = New-SPMetadataServiceApplication -Name "Managed Metadata Service Application" -ApplicationPool $applicationPool -DatabaseName "ManagedMetadata_Upgrade_DB" if ($sa) { New-SPMetadataServiceApplicationProxy -ServiceApplication $sa -Name "Managed Metadata Service Application Proxy" -DefaultProxyGroup #Start Managed Metadata service Get-SPServiceInstance | Where-Object {$_.TypeName -Eq "Managed Metadata Web Service"} | Start-SPServiceInstance }

Prior to DB Attach Setup web applications Managed Paths Alternative Access Mappings Customisations

Upgrade Related PowerShell Commands Services New-SPBusinessDataCatalogServiceApplication Restore-SPEnterpriseSearchServiceApplication Upgrade-SPEnterpriseSearchServiceApplication Upgrade-SPEnterpriseSearchServiceApplicationSiteSettings New-SPMetadataServiceApplication New-SPPerformancePointServiceApplication New-SPProfileServiceApplication New-SPProjectServiceApplication New-New-SPSecureStoreApplication New-SPSubscriptionSettingsServiceApplication Mount-SPContentDatabase Test-SPContentDatabase Upgrade-SPContentDatabase Content Database Test-SPSite Repair-SPSite Upgrade-SPSite Request-SPUpgradeEvaluationSiteCollection Site Upgrade-SPFarm Farm Get-SPSiteUpgradeSession Remove-SPSiteUpgradeSession Queue Management

Upgrade Log Failures Should always review logs after any upgrade Start at top of log and work downwards Order of operations in reviewing logs Order of operations is solving issues

My Site Host Upgrades My Site Host works in both 14 and 15 mode Once My Site Host is upgraded to 15 mode All new personal sites will be created in 15 mode As users visit My Site Host, their sites are added to upgrade queue If upgrade of personal site fails, it will be reattempted after a delay

Governance Determine control and rollout of upgrade abilities Web Application and Site Collection variables control this

Validate Predetermined Sites Pick certain sites in advance and ensure they work as expected before upgrade As a best practice include at least one of every site definition and feature in use Take care to review high impact/high profile sites

Create New Validation Targets Create new Site Collections/Webs Activate features Create new pages Add web parts Create new libraries/lists Recommend best practice is to create 2x for each template migrated

Verify Services Functionality Search Profile and social features Managed Metadata Business Connectivity Service Secure Store (SSS) Access Services Excel Services Visio Services Office Web Accessible Clients

Other areas for testing Security External Data Customisations Functional Visual

SharePoint 2013 – O365 Hybrid

SharePoint 2013 and O365 Configure environments Setup identity management Configure specific function Search BDC Duet

Supported options Search BCS /Duet Inbound – SharePoint 2013 queries Online and returns results Outbound – Online queries SharePoint 2013 and can return results Two way – Both BCS /Duet Inbound Two way

Requirements - SharePoint SharePoint 2013 farm Office 365 tenant of E1 (search only) , E2 or E3

Requirements - Authentication AD DS domain with 2008+ functional level Servers for AD FS 2.0 Server for Dir Sync Wildcard cert by public authority for inbound Supported reverse proxy (TMG)

Tips Step by Step Non-Prod ? Allow for change control Don’t get the ‘SPAdmin’ to do this !!

Steps – Search example Configure infrastructure Configure SSO Create result source using remote service url Setup query rule to include result block

References Upgrade service applications http://technet.microsoft.com/en-us/library/ee731990.aspx Upgrade services farms http://technet.microsoft.com/en-us/library/cc303435.aspx Configure shared services cross farms http://technet.microsoft.com/en-us/library/ff621100.aspx SharePoint 2013 and O365 hybrid http://technet.microsoft.com/en-us/library/jj838715.aspx

Your Migration Roadmap for Success! TechEd 2013 11/15/2018 3:03 AM Your Migration Roadmap for Success! Determine Business Case Information Assessment Design New Architecture Pre-Migration Considerations Perform Migration © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Resources Learning TechNet Developer Network 11/15/2018 3:03 AM Resources Learning Sessions on Demand http://channel9.msdn.com/Events/TechEd/Australia/2013 Virtual Academy http://www.microsoftvirtualacademy.com/ TechNet Developer Network Resources for IT Professionals http://technet.microsoft.com/en-au/ Resources for Developers http://msdn.microsoft.com/en-au/ © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

TechEd 2012 11/15/2018 3:03 AM Keep Learning Keep up to date with all the latest Office 365 information at http://ignite.office.com Get on top of your pilot using the FastTrack deployment process http://fastTrack.office.com Trial Office 365 http://office.microsoft.com © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11/15/2018 3:03 AM © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.