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

2. 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

3. 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

4. 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

5. 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

6. 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
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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 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

7. 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

8. Helpful Links Download Trials:
How To Guides:
Blog Posts about Office 365 and OneDrive for Business

9. Thank You & We Look Forward to Working Together!