SharePoint Online: Migration Planning to avoid Mistakes SharePoint Saturday Cincinnati Teresa Baxmeyer, SharePoint Analyst

Teresa baxmeyer Senior SharePoint Business & Technical Analyst Tweet me: @tbaxmeyer Link me: linkedin.com/in/tbaxmeyer Email me: tbaxmeyer@gmail.com

Agenda Why SPO? Planning to avoid mistakes Resources Ask me anything Migration project cycle (Planning, pre, during, post) SPO Limitations Change Adoption Tools to use Resources Ask me anything

Why SharePoint online? …we are all in the cloud anyway

Why SP Online Maintenance is streamlined Automatic Updates Cost reduction Compliance Secure Mobile Lots and lots of space

Ready to migrate? …Hold up.

Project cycle SharePoint Migration Project Post Migration Clean up Sign off Validation Verify Configure Migration Communications Moratoriums and implementation Testing What broke Rebuild, Replace, Reject Planning & Analysis Project Coordination Site mapping, customizations, clean up SharePoint Migration Project

Project planning Migration team – include the right people Engaging leadership and business stakeholders – early and often Communicating to end users – often, but not too early Getting content owners input – early, often, before, during, and after Custom solutions – find them!

Project decisions Making decisions… IT Process, configurations, architecture Business Branding, Communications, Schedule Making decisions…

Project gotchas! Gathering information about your environment Doing a lift & shift? Moving junk and outdated content Give business partners an accurate estimate of time, and add two weeks Test, then test again. Repeat Getting stuck in a Delta cycle

SharePoint online gotchas! Updates, all the updates List item thresholds are firm Consider auto indexing and continuous scroll Licensing, external sharing Throttling Customizations Moving to modern experience? Missing Features Farm solutions

Assorted gotchas! What’s not migrated? Personal views List item ratings Audience targeted web part configurations User alerts, if moved can be triggered Checked out files Minor versions “created by” value Workflows: status, tasks and history

More Assorted gotchas! URLs within documents or lists may not be updated Orphaned users Request access email Created/Modified by display name Library level settings – column default value may not be preserved Navigation Lots of clean up

Change adoption! Authentication changing? Tell your end users they will have to log in! Provide mock ups to leadership Don’t ignore your power users Encourage use of Delve and OneDrive Promote mobility and keep it simple Prepare for an increase of tickets (and consider a Teams Bot or central help site)

Tools Just pick one?

SharePoint Migration tool Tools! DIY SharePoint Migration tool Vendor Manual work Can take a long time Considerable control Minimal support No added cost Great for OOTB sites PowerShell skills required Could affect “Modified by” metadata SP2013 or on-premises file share, with a straightforward move to online. Not all List Templates supported Additional help from Microsoft FastTrack team Separate assessment tool available Free! Costly Effective & efficient Support and resources are abundant Flexible No one size fits all tool

Resources Add to favorites

Resources Office 365 Services Resource list Microsoft’s SharePoint Migration Tool Overview Migrate to SPO Using PowerShell Microsoft’s Fast Track SharePoint Online Limits The Periodic Table of O365 The Ultimate SharePoint Migration checklist (Sharegate) O365 Migration Performance & Best Practices

Questions? Ask away!

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