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

2. 2 Company Facts 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 Wide Spectrum of Wildly Successful Customers

3. 3 Backup Solution Overview Information Management Platform Cloud On-Boarding Made Easy 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. 4 What Makes MetaVis Solutions Unique? Our Principals of Design & Market Approach Unified Content Management Information Architecture Unstructured Content Transformation Administration and Analytics Security; Permissions and Awareness Content Backup and Protection 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

5. 5 Unmatched Innovation 2008 ARCHITECT 2009 FOLDERS 2010 SHAREPOINT 2010 SUPPORT 2011 20122013 2014 FILE UPLOAD IM POWER USER IM ENTERPRISE CHANGE MANAGER MIGRATOR OFFICE 365 SUPPORT PUBLIC FOLDER SHAREPOINT 2013 AUTO TAG BACKUP INFORMANT TERM STORE MANAGER GOOGLE TO ONEDRIVE PRE-MIGRATION ANALYSIS BACKUP TO CLOUD ADMINISTER RELEASED NINTEXT WORKFLOW FARM, TENANT ONE DRIVE PROVISIONING ONEDRIVE UPLOADS SELECTABLE SKINS OFFICE 365 APP GOOGLE MIGRATOR FILE MANAGER INFORMANT QUICK RUN BACKUP POWER USER SECURITY MANAGER SCHEDULER ORPHANED USERS PERMISSIONS BACKUP ONEDRIVE MANAGER

6. 6 More Than Agile 20102011 SharePoint 2010 support Added Site migration functionality Added support for Managed Metadata fields in SharePoint 2010 Background processing for migration 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 First release of Live Compare Promote to a New Site Collection released First release of Term Store browser Added support for Scripts Added support for copying SPD Workflows Added support for copying InfoPath Forms Added ribbon to the Application UI Added support for SPS 2003 Released Change Manager Bulk site collection migration released Added support for Office 365 SharePoint Online First release of CSV files for migration Profile Manager released Bulk extraction from SharePoint to File Shares Added support for Enterprise Keywords MetaVis File Manager standalone product Incremental copy released Added support for migrations from PST files MetaVis Security Manager standalone product released MetaVis Google Migrator standalone product released Search released for Architect 201220132014 Automatic user mapping added for Office 365 Added retention policies to Backups Released Site and List Properties dialog Out of place restore implemented Added support for migrating Meeting Workspaces Added Export to CSV for Term Sets First release of federated connectivity for Office 365 Added support for the creation of new terms during copy/tag Grouping, sorting and ordering added to Log Viewer Added support to provision new site collections in Office 365 Added support for Orphaned User migration MetaVis Scheduler was released Application Welcome Page released Released OneDrive for Business Administrator dashboard Added support for the migration of hidden columns First support for SharePoint Wave 15 (SharePoint 2013) Auto-tagging released Live Compare support for Term Stores Term Store Manager standalone product released MetaVis Informant standalone product released Added tiered licensing support for MetaVis Backup Released option to convert 2010 workflows to 2013 First release of bulk Google Drive to OneDrive for Business Released support for the detection and migration of Nintex workflows MetaVis Administrator for Power Users standalone product released MetaVis Administrator standalone product released 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 Visual and functional update to Live Compare Added option to Compress Storage in SharePoint 2013 Migration statistics released Tagging via CSV file Added scheduling for migrations MetaVis Backup released Added security scanning to Administrator collections and reports Support to provision new OneDrives for Business Released ability to switch skins in MetaVis Added support to retain GUIDs when migrating Term Sets and Terms Released Pre-migration Analysis reports Full Compare option released for Live Compare Added support to use cloud storage (Azure or S3) for Backups Added Quarantine action to Informant MetaVis Public Folders standalone product released Added support for migrating between Office 365 tenancies JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

7. Pre-Migration Analysis Migration Post Migration / Known Issues Site Template Features Web Parts List & Libraries Workflows Run pre-migration analysis Design Package Storage Increase (if needed) Site Collection Features Site Features Term Store Content Types Pre-Migration Checklists Evaluate Items that will fail due to non compatibility Import Design Package (page layouts, master page, branding) Enable Site Collection/ Site Features Import Managed Metadata/Term-store Check in all pages and documents Validate all content is checked in prior to migration Migrate Content Remap user accounts Remap web parts (if applicable) Use Metavis to remap users and web-parts Evaluate items and objects that may fail during migration Manually configure content query web-parts (if applicable) Change permissions on source site to READ Only Configure web-parts Configure Site Navigation Update Search URL Set old environment to READ Only Post Migration Master Page & Page Layouts Site/sub site classification Migration Checklists Known Issues Master page and page layouts do not migration due to compatibility Migration Planning (End to End)

8. Helpful Links Download Trials: http://www.metavistech.com/product/office-365-suite http://www.metavistech.com/product/onedrive-management How To Guides: http://www.metavistech.com/support Blog Posts about Office 365 and OneDrive for Business http://blog.metavistech.com/tag/office-365/

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