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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.
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Garth Luke Text/Icon/Pic @Garthluke
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My Home Silicon Valley – Northern California
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Elaine Van Bergen @laneyvb
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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.
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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.
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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.
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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
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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
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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
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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
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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
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Information Assessment
Information Dynamics Metadata Tagging Data Classification
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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.
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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
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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
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Information Gathering Commands
Test-SPContentDatabase Both 2010 and SP2013 versions STSADM -o PreUpgradeCheck (no longer exists in 2013) Third Party Tools
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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.
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Information Management
Lifecycle Metadata Permissions
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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.
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Upgrade and migration strategies
Upgrade to next version – sequential (recommended) Leapfrog to the latest version Upgrade/migrate to the cloud
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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...)
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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)
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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
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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.
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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.
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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.
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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
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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.
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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
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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.
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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
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Downtime No such thing as zero downtime!!!
Possible to reduce downtime using mitigation processes Use Test runs to predict outages
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Performance Know what performance you have and what you want
Audit existing hardware and performance Audit existing content
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URL Changes Should avoid URL changes whenever possible
Stacking URL changes with upgrade can complicate experience Plan to not change URLs in the future
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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
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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
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Expectations From Testing
Understand upgrade methods and processes Understand performance and downtime mitigation Gain experience and confidence in troubleshooting and validation
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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.
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How to Migrate to Online
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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.
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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.
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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.
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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.
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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.
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Prepare Script everything possible
Do everything possible to prevent the introduction of errors Cutover strategy Freeze periods Gradual or big bang
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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.
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SharePoint 2010 – 2013 Hybrid
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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
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Published Services Only
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Supported Services Managed Metadata UPS Search BCS Secure Store
*Metadata only not Content Type Hub UPS Search BCS Secure Store
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Design Considerations
Old user interface or New functionality Latency /Location of farms Security of environments Licensing
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Merged Farms
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Staged Migration Search Personal Sites Community Sites Team Sites
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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
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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
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SharePoint 2013 On Premises Upgrade
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2013 Server Prerequisites 2010 or earlier SharePoint products must not be installed To use existing 2010 SharePoint Farm hardware: Uninstall and Clean Rebuild OS
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Client Minimum Software Requirements
Office 2010 or Office 2013 SharePoint Designer version Web Browser
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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 }
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Prior to DB Attach Setup web applications Managed Paths
Alternative Access Mappings Customisations
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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
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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
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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
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Governance Determine control and rollout of upgrade abilities
Web Application and Site Collection variables control this
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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
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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
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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
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Other areas for testing
Security External Data Customisations Functional Visual
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SharePoint 2013 – O365 Hybrid
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SharePoint 2013 and O365 Configure environments
Setup identity management Configure specific function Search BDC Duet
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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
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Requirements - SharePoint
SharePoint 2013 farm Office 365 tenant of E1 (search only) , E2 or E3
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Requirements - Authentication
AD DS domain with functional level Servers for AD FS 2.0 Server for Dir Sync Wildcard cert by public authority for inbound Supported reverse proxy (TMG)
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Tips Step by Step Non-Prod ? Allow for change control
Don’t get the ‘SPAdmin’ to do this !!
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Steps – Search example Configure infrastructure Configure SSO
Create result source using remote service url Setup query rule to include result block
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References Upgrade service applications Upgrade services farms Configure shared services cross farms SharePoint 2013 and O365 hybrid
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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.
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Resources Learning TechNet Developer Network
11/15/2018 3:03 AM Resources Learning Sessions on Demand Virtual Academy TechNet Developer Network Resources for IT Professionals Resources for Developers © 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.
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TechEd 2012 11/15/2018 3:03 AM Keep Learning Keep up to date with all the latest Office 365 information at Get on top of your pilot using the FastTrack deployment process Trial Office 365 © 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.
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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.
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