1. http://www.sharepointmn.com Welcome to the Minnesota SharePoint User Group April 11 th, 2007 Assessing your SharePoint 2003 to SharePoint 2007 Migration Options Tim Smith - Avanade

2. Agenda Quick Intro Migration - Part 1 Break Migration - Part 2 Q&A and Giveaway http://www.sharepointmn.com

3. User Group Goal / Objectives Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions http://www.sharepointmn.com

4. Introductions – MNSPUG Sponsors Inetium (www.inetium.com)www.inetium.com Twin Cites based Microsoft consulting company Microsoft Gold Certified Partner Practice Area focused on Information Worker Technologies New Horizons – Minnesota (www.newhorizonsmn.com)www.newhorizonsmn.com Microsoft Gold Certified Partner Training on many technologies Microsoft (www.microsoft.com)www.microsoft.com I’m guessing you’ve heard of them http://www.sharepointmn.com

5. www.sharepointmn.com Website for user group SharePoint resource documents SharePoint resource websites links RSS Feeds Meeting Schedule Past User Group Presentations www.sharepointmn.com http://www.sharepointmn.com

6. Upcoming Schedule Next Meeting May 11 th 9:00 AM to 11:30 AM Microsoft’s Bloomington Office Topic: Templates and Site Collections Ongoing Schedule 2 nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office http://www.sharepointmn.com

7. CRM User Group Meeting Thursday, April 12 th, 2007 8:30 – 9:00 Registration 9:00 – 11:00 Presentation 11:00 – 11:30 Q&A and Networking Microsoft’s Bloomington Office (here) http://www.sharepointmn.com

8. Twin Cities MPA Free Lunch ‘n’ Learn April 20, 2007 Overview: Microsoft Office Project Portfolio Server May 18, 2007 Overview: Microsoft Office SharePoint 2007: A Project Enabling Platform RSVP or for more information - http://www.mympa.org/Chapters/TwinCitieshttp://www.mympa.org/Chapters/TwinCities http://www.sharepointmn.com The Official Industry Association for Microsoft Office Project

9. Previous Meetings SharePoint 2007 Overview: – May 2006 MNSPUG Presentation – This presentation provides an overview of a number of the key features and capabilities that SharePoint 2007 provides. http://sharepointmn.inetium.com/User Group Presentations/May 2006 MNSPUG.ppthttp://sharepointmn.inetium.com/User Group Presentations/May 2006 MNSPUG.ppt Document Management / Records Management: June 2006 MNSPUG Presentation – This presentation covers how documents and records are managed using SharePoint. This presentation also covers SharePoint Content Types. http://sharepointmn.inetium.com/User Group Presentations/June 2006 MNSPUG.ppthttp://sharepointmn.inetium.com/User Group Presentations/June 2006 MNSPUG.ppt Workflow: July 2006 MNSPUG Presentation – This presentation covers how workflow and digital forms work in SharePoint 2007. http://sharepointmn.inetium.com/User Group Presentations/July 2006 MNSPUG.ppthttp://sharepointmn.inetium.com/User Group Presentations/July 2006 MNSPUG.ppt Business Intelligence: August 2006 MNSPUG Presentation – This presentation covers many of the new features of SharePoint 2007 that are used to address Business Intelligence including Dashboard sites, Key Performance Indicator (KPI) lists, Excel Services and the filter web parts. http://sharepointmn.inetium.com/User Group Presentations/August 2006 MNSPUG.ppthttp://sharepointmn.inetium.com/User Group Presentations/August 2006 MNSPUG.ppt Web Content Management: September 2006 MNSPUG Presentation – This presentation focuses on the web content management features of SharePoint 2007 that allow end users to publish their own web content (ex: articles). http://sharepointmn.inetium.com/User Group Presentations/September 2006 MNSPUG.ppthttp://sharepointmn.inetium.com/User Group Presentations/September 2006 MNSPUG.ppt Search, Business Data Catalog (BDC), and the Knowledge Network: October 2006 MNSPUG Presentation – This presentation focuses on the search capabilities of SharePoint 2007 including leveraging the Business Data Catalog. http://sharepointmn.inetium.com/User Group Presentations/October 2006 MNSPUG.ppthttp://sharepointmn.inetium.com/User Group Presentations/October 2006 MNSPUG.ppt http://www.sharepointmn.com

10. Conferences Advisor Summit – May 6-10 Anaheim, CA http://advisorevents.com/cte0705p.nsf/w/cmsMain http://advisorevents.com/cte0705p.nsf/w/cmsMain Microsoft Business Intelligence Conference - May 9-11 – Seattle, WA http://www.microsoftbiconference.com/ http://www.microsoftbiconference.com/ Tech Ed – June 4-8 - Orlando, FL http://www.microsoft.com/events/teched2007/default.mspx http://www.microsoft.com/events/teched2007/default.mspx PDC – October 2-5 - Los Angeles, CA http://msdn.microsoft.com/events/pdc/ http://msdn.microsoft.com/events/pdc/ SharePoint Connections – Fall – Las Vegas, NV http://www.sharepointmn.com

11. Copyright ©2007 Avanade Assessing your SharePoint 2003 to SharePoint 2007 Migration Options Tim Smith – Avanade Information Worker Practice Director tims@avanade.com

12. Agenda Introductions Overview of the migration options Evaluating your current environment Selecting the right migration approach Getting ready to migrate Change management and impact to users Q&A Copyright ©2007 Avanade

13. Who is Avanade? Avanade has a significant presence in the Minneapolis market and works with both Microsoft and Accenture many customers in the metropolitan area. We focus on a broad range of Microsoft technologies, and have Practices in the Minneapolis market that focus on: Application Development Infrastructure Information Worker & Collaboration Microsoft Dynamics Copyright ©2007 Avanade

14. What is the scope of this discussion? To help you understand how to make the best decisions about how to migrate your SharePoint 2003 environments to MOSS 2007 or WSS v3. Copyright ©2007 Avanade

15. Overview of the migration options Three primary migration options In-place Software upgrade followed by immediate site upgrade Gradual 2003 and 2007 co-existence with individual site collection migration Database Content Databases migrated individually to a new farm and all sites in the DB are upgraded Copyright ©2007 Avanade

16. In-Place Upgrade & Migration ProsCons Simplest ModelNo rollback capability Allows server upgrade and site upgrade in one operation Not suitable for large deployments or deployments over 30 GB Site URLs will remain unchangedSite outage for duration of upgrade Uses existing hardware and databases Copyright ©2007 Avanade

17. Gradual Migration ProsCons Enables granular site migration, limits site downtime Requires better change management & communication planning Allows for individual site rollbackMaintenance costs increase the longer the co-existence period is Sites can retain current URLsUses additional SQL storage and web server load Automatic site re-directs during the coexistence period Some issues with Office apps during migration Works well with large, customized deployments Copyright ©2007 Avanade

18. Database Migration (DB Attach) ProsCons Best approach when deploying a new 2007 farm The site URL may change and more manual steps are required to keep the same URLs Migrate large blocks of sites at a time Manual re-directs may need to be setup Good for large deployments that want the quickest upgrade path Requires extra SQL storage during migration Customers using scalable hosting mode Less flexibility on which sites get migrated when Large Content DBs may need to be restructured Copyright ©2007 Avanade

19. Evaluating your current environment Your current environment and needs will drive which migration option you chose Some questions to ask: Topology Do you have multiple farms? How many servers are in your 2003 farm(s)? Do you intend to consolidate farms or add farms during migration? How many content DBs do you have? How big are they? How well does your current hardware support your needs? Copyright ©2007 Avanade

20. Evaluating your current environment User Base & Corpus How many site collections and sites do you have? How many users are using 2003? What percentage of your users are on 2003? Customization How much is your look and feel customized? Do you have custom site definitions? Do you have custom Web Parts, Event Handlers, or 3 rd party components? How much “ghosting” do you have? Copyright ©2007 Avanade

21. Evaluating your current environment Service Levels What are the published SLAs for your SharePoint environment? Are there groups that have SharePoint “apps” that are critical or heavily used? Copyright ©2007 Avanade

22. Selecting the right migration approach Case Study Large global company Operations in US, EU, and APAC Multiple Farms Some heavy customization, some vanilla Copyright ©2007 Avanade

23. Configuration Current State Copyright ©2007 Avanade

24. Configuration Desired End-State Copyright ©2007 Avanade

25. Migration Approaches Highly Custom SPS 2003 Intranet Re-build Large US Team Site Farm Gradual Very Large Content Mgmt Sites Database Attach Large EU Team Site Farm Move Content DBs + Gradual Small AP Team Site Farm In-place Copyright ©2007 Avanade

26. Break Copyright ©2007 Avanade

27. Other Migration Considerations SPS 2003 Shared Services Upgrades Gradual requires double indexing space WSS v2 > MOSS Upgrade to WSS v3 then MOSS STS & SPS 2001 Both require a double upgrade Copyright ©2007 Avanade

28. Other Migration Considerations Hybrid migration approaches Build a new farm, but still do gradual New farm has v2 + v3 Use stsadm to move the site to the new farm Then do gradual May be useful for testing/piloting Copyright ©2007 Avanade

29. Getting Ready to Migrate Run Prescan.exe tool Software Updates & Pre-reqs Win2k3 SP2, WSS/SPS SP2,.NET 3.0 Language Packs! Perform Backups Develop communication plan Determine your “ghosting” approach Deploy upgraded custom components Site definitions & Web Parts Consider how your v2 components map to v3 Copyright ©2007 Avanade

30. Example prescan.exe log file (un-customized) Number of sites skipped (already scanned): 0 Number of sites scanned: 1 Number of broken sites: 0 Number of webs scanned: 2 Number of broken webs: 0 Number of webs using custom template: 0 Number of pages scanned: 95 Number of unghosted pages: 0 Copyright ©2007 Avanade

31. Example prescan.exe log file (customized) Querying SPSite quota and locks on 08bf1c48… Scanning SPWeb: http://training/sites/STSTIM Web is using custom template "STSTIM". Querying SPSite quota and locks on 427f86e3… Scanning SPWeb: http://training/sites/timsite2 Web is using custom template "MPSTIM". Number of sites skipped (already scanned): 0 Number of sites scanned: 9 Number of broken sites: 0 Number of webs scanned: 11 Number of broken webs: 0 Number of webs using custom template: 4 (36.36% of total). Number of pages scanned: 572 Number of unghosted pages: 1 (0.17% of total). Copyright ©2007 Avanade

32. Example prescan.exe summary file snippets Copyright ©2007 Avanade

33. Change Management and Impact to Users In-place & DB Attach Users are going to move all at once or in bulk. Need to have well established schedule and communications. Gradual Lots of coordination Be prepared to have changes to your schedule that are driven by users Ensure that temporary domains are created Testing and piloting is critical for either approach Copyright ©2007 Avanade

34. Communication Plan Identify and review site ownerships Site Owners Communicate to site owners at least 3-4 weeks out Provide a schedule Give them a few highlights of how the site will improve Brown bag sessions/web casts Copyright ©2007 Avanade

35. Communication Plan End Users Communicate to end users about 2-3 weeks out Provide them with an FAQ Migrating Send a reminder notice a day or two before migration Send a post migration results email Ensure the users have any documentation Vignettes are a nice way to provide training Co-existence can’t go on forever! Copyright ©2007 Avanade

36. Q & A Copyright ©2007 Avanade

37. Give Away Copyright ©2007 Avanade

38. Useful Articles TechNet MOSS Upgrade/Migration Overview http://technet2.microsoft.com/Office/en-us/library/396c85d9-4b86-484e- 9cc5-f6c4d725c5781033.mspx http://technet2.microsoft.com/Office/en-us/library/396c85d9-4b86-484e- 9cc5-f6c4d725c5781033.mspx TechNet WSS v3 Upgrade/Migration Overview http://technet2.microsoft.com/windowsserver/WSS/en/library/91046a84- 57a1-40cb-a32c-ff3395073dc91033.mspx http://technet2.microsoft.com/windowsserver/WSS/en/library/91046a84- 57a1-40cb-a32c-ff3395073dc91033.mspx MSDN SharePoint/CMS Migration and Upgrade Center http://msdn2.microsoft.com/en-us/office/aa905505.aspx Joel Oleson’s Blog – Upgrades http://blogs.msdn.com/joelo/archive/tags/Upgrade/default.aspx Copyright ©2007 Avanade

39. http://www.avanade.com Thanks for coming! Tim Smith – IW Practice Director tims@avanade.com (312) 373-5618 Tim Costigan – Acct Manager timco@avanade.com (612) 309-1746 Greg Lamothe – Senior Recruiter gregla@avanade.com (612) 277-6639 Avanade was named the 2006 Microsoft Global Enterprise Services and Technology Partner of the Year. Founded in 2000 by Microsoft and Accenture, Avanade is a global IT consultancy dedicated to using the Microsoft platform to assist enterprise customers achieve maximum performance through the development and implementation of mission critical systems and applications. Copyright ©2007 Avanade