SharePoint Migration Reflections prepared for the Hawaii SPUG by Jeremy Uota & Joseph Kim Nov 13, 2013

Agenda  Main Challenge  Phase I: Discovery & Design  Phase II: Testing  Phase III: Preparation  Phase IV: Implementation  Phase V: Support  Tips & Conclusion

Main Challenge Migrate ~ 3000 SharePoint sites from SP2003 to SP2010 (2 version jump) All Shapes and Sizes 10 Years of Content 100s GB of Content 20+ Distinct User Areas Customized Content Orphaned Content

I: Discovery & Design Understand your old SP environment  Interview key Site Admins  Run scripts to get the facts Understand why you are upgrading  Understand the Strategic vision  Understand the Technical vision Design the farm  Select the SP Features to install  Design the SP topology  Design the Site Collection architecture

SharePoint Server Topology WEB APP DB

Corporate PortalProject Team Sites SharePoint (Enterprise Foundation) Site Collection Architecture Dept. Team Sites

I: Select a Technical Solution A.DB attach upgrade B.Third-party migrator  Does it fulfill its primary purpose?  What can’t it do?  Is it worth spending the extra money? * Any migrator tool is an aid, but it may not be the entire upgrade solution.

II: Test the Upgrade Test the migrator tool exhaustively  Collect errors and fix errors  Iterate  Get timings  Refine the order of operations Install / Configure ALL customizations

II: Initial Runs

II: Features to check Content Webpages / Webparts Permissions Alerts Workflows Features Links

III: Prepare for Game Day Do a FULL test migration Create a Project plan  Minimize Production downtime Create a Communication Plan  Executives  Site Admins  Users Communicate 7 times 7 ways Have a backout plan

III: Prepare for Support A problem may be waiting to surprise you Prepare a post-migration Support Plan  Provide contact info  Communicate how to report problems  Create a Help Desk FAQ  Create a support rotation schedule

IV: Implementation 1.Migrate over a weekend 2.Ensure desired features are on 3.Run compare scripts 4.Do the last minute touches

V: Post-Migration Support Provide it! Have a Governance Plan Have a Feature Road Map Have a Training Plan

Tips & Conclusion Quantifying Discovery is essential  PowerShell everything Do a FULL test migration Create an explicit migration plan Minimize changes Don’t break links Communication is key  Set users’ expectations  Give your critical customers special treatment

SP2013 SharePoint 2013 is here