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Five Things You Need to Know Before Upgrading to SharePoint 2013 Cam Wallin – Principal Solutions Architect – Metalogix cwallin@Metalogix.com @Metalogix @camwallin
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Five Things You Need to Know Before Upgrading to SharePoint 2013 Evaluate Your Content Management Strategy Upgrade or Migration is the ideal time to update or amend to meet future needs Create a Content Inventory A record of all content with key data points on business use and value Develop an Information Architecture Revisit the old and plan for new; e.g. leveraging the Managed Navigation Create a SharePoint Inventory Large lists, My Sites, Large DB, 3 rd Party Web Parts, Custom Templates Assess Upgrade and Migration Options – The “5” within “5” Database Attach vs. Migration Tool; Upgrade Process
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Confidential and Proprietary © Metalogix 3 Metalogix Transforms Collaboration Platforms
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Confidential and Proprietary © Metalogix 4 Unlocks Content Potential Migrate Content with Confidence. Deploy Mobile, Social capabilities, on-premise or in the Cloud.
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Confidential and Proprietary © Metalogix 5 Removes Barriers to Drive Adoption 1.Greatly Expanded Storage 2.Fast, Global access 3.Well-organized content Workforce motivated to use enterprise platform now capable of meeting their demands.
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Confidential and Proprietary © Metalogix 6 Protects Content 1.Visibility and Control 2.Always On 3.Fast backups and speedy recovery 4.Archiving and e-Discovery Trust, Reliability and Compliance.
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Confidential and Proprietary © Metalogix 7 Content Matrix The most flexible migration tool SharePoint Ribbon tools for organizing content before and after migrations Unlimited content movement for testing migrations and organizing content One-hop upgrade to SharePoint 2010, 2013 and Office 365 Structure and organize content before, during, and after migration # 1 SharePoint Migration & Upgrade
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Confidential and Proprietary © Metalogix 8 Replicator Immediate, live, bidirectional replication for all SharePoint types Synchronize across large, dispersed, multi-farm SharePoint deployments Replication across multiple SharePoint versions (2007, 2010, and 2013) Install and use within SharePoint. Global Office Locations Offshore/Offline access Intranet/Extranet Sync High Availability/DR # 1 SharePoint Synchronization
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Confidential and Proprietary © Metalogix 9 ControlPoint for SharePoint Administration Most comprehensive permissions management capabilities Pioneering Policy Manager technology Most flexible and robust reporting # 1 Administration & Governance Manage permissions at farm, site, and user level Deploy and configure SharePoint Master SharePoint analysis and reporting Analyze usage and activity
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Confidential and Proprietary © Metalogix 10 StoragePoint Quick install and easy management within SharePoint Wide range of connectors for on premise and Cloud storage providers Integrated with SharePoint backup for lightening-fast backups. # 1 SharePoint Storage Externalization Up to 95% reduction in SQL size Expand storage and slash storage costs Over 100% faster uploads and downloads
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Confidential and Proprietary © Metalogix 11 Backup The FASTEST SharePoint backup and restore available. Period. The Fastest Backup on the market Easy, self service document recovery for end users Unique, Powerful Compression of backup files to save storage space Protects entire SharePoint farm and its content Fast, intelligent restore Fault tolerant Delegate recovery to end users
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1 - Content Management Strategy
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Content Management Strategy Publishing Collaboration Governance Archiving/retention DM v RM v WCM
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2 – Create a Content Inventory
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Elements of a Content Inventory Capture business purpose Assess relevance of content Assess current users Correct location or position in site hierarchy/IA?
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3 - Develop an Information Architecture Evaluate current business process Consider existing site structures Departmental/team reorganization Publishing requirements Search/findability Navigation
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Plan to Leverage New Functionality Community sites Managed Navigation Social Features Mobile Devices
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4 – Create a SharePoint Inventory
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Elements of a SharePoint Inventory URLs Site Collection Name Site Collection Size Sub site count Large Lists Document Versions Customizations Site Location/position Content DB – Size, Number Site Collections per DB Duplicate or Orphaned Site Collections My Sites – Content DB, Size
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Combining Strategy, Architecture & Inventory Strategy & Inventory Updated Information Architecture Reorganization Migrate, archive, or leave behind?
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5 - Assess Your Upgrade Options Metalogix? Out of the Box?
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Thank You! cwallin@metalogix.com www.metalogix.com @metalogix @camwallin
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