0 Migrations – Avoiding the Migraines David Frette Henry Hernandez

1 David Frette Live in the Houston area Wife and 4 kids! Actuarial Science Degree from Drake University Working in Solution Design and Development for 18 years Started Moss Delight in 2008

2 Henry Hernandez Also Houston-area resident (Greenway) Wife and 3 kids UT Austin – M.I.S. Working in Consulting and Solution Design for 20 years

3 Houston-based organization We provide Consulting and Solutions based on improving business processes and access to data through technology based process improvements Specialize in Microsoft solution architecture, design, and development Expertise in deployments and migrations of SharePoint, Project Server, Dynamics, and Enterprise Systems About Moss Delight

4 Industries served: Technology, Energy, Oil Field Services, Manufacturing, Investment Banking, Chemicals, Housing, Commodities Trading, Property Management, and Transportation Management has nearly 40 years of experience implementing and managing enterprise solutions About Moss Delight

5 Migration Migraine

6 Generally speaking, a migration...

7... will magnify problems...

8...not solve them.

9 Migration Migraine

10 Goals To help prepare you for the challenges of SharePoint projects Allow you to form a high-level checklist for your upcoming migration(s)

11 Pre-Migration Know your – Upgrade Path – Players – Content – Architecture Warm Up

12 Common Pre-Migration Problems ProficiencyTrainingPerformance Configuration or Topology ContentSize

13 If your users weren’t fluent in SP 2007/2010, they won’t be in SP While 2013 might be a little more intuitive (debatable at best), if users don’t understand SharePoint, the UI won’t make them get it. Proficiency

14 Proficiency SharePoint skills are gained through doing – get someone with experience Be careful that 5 years of experience means 5 years, not 1 year X 5 Be careful of so called SharePoint ‘experts’ An All-in-one SharePoint person is a fallacy

15 Training If you didn’t have an adequate training program in SP 2007/2010, you won’t have one in SP 2013 End Users Power Users Content Managers Administrators – Farm – Site Developers

16 Performance New hardware doesn’t solve software issues (but it doesn’t hurt) Servers SQL Cluster Load Balancers

17 Topology Site organization transfers right over. Migration is a great time to re-organize.

18 Configuration Now is the time to consider configuration changes. Notable changes are Office Web Apps, Office- product Service Applications, Search Services, etc.

19 Content Redundant copies don’t vanish. Obsolete content doesn’t become relative. Nor does it become valuable. Search doesn’t unclutter itself.

20 Content Those who fail to clean up the past (content) are condemned to migrate it.

21 Size whether the farm needs room to grow (400GB site collections, haven’t we learned by now?)

22 Know your upgrade path Solutions and customizations Service Applications Content 3rd Party products What’s deprecated InfoPath Forms

23 Know your content Audit your sites

24 Know What To Expect Migrate, Migrate, Migrate Get an understanding of the technical issues you will face during Production Rollout

25 Know your players Advisory Board Steering Committee Business Sponsor

26 Communication & Sponsorship

27 Communication & Sponsorship “Know thy Enemy” Be clear that – Change is coming (Broadcast & Narrowcast) – Who and How are they going to be affected? – You “will” need volunteers … it takes a village Have a plan and have it approved – Chart the course – Get it approved at the highest level

28 It’s not just data that is being migrated Well, yes Data, but what is it made of – Versions, Metadata, Structure, Permissions, ∞! – Will it migrate Don’t forget the system(s) – Taxonomy (Site Map, Containers) – Security (Permission Levels, Identities) – Functionality and features – Business Processes and custom development

29 Know your architecture Every SharePoint migration is also a rollout

30 Migration Project

31 Know your tools PowerShell The Community Your SMEs Your Testers Reports *They have been really good to me

32 The Bad Triage Therapy Denial Defectors Confusion Exhaustion The Good Support Training Maturing Adoption Synergy & Ideation Possibility Post Migration Stabilization “What happens after the Migration” Plan for time to settle in … Be Prepared!

33 Thanks to all our Sponsors! David Frette Henry Hernandez