OFC329 Migrating your CMS 2002 web sites to Microsoft Office SharePoint Server 2007 Arpan Shah Group Product Manager

Session Objectives and Key Takeaways Pre-requisites: You must be familiar with Office SharePoint Server You must know CMS 2002 Session Objectives Understand the two core pieces of migration – content and code Understand the use of the content migration feature Understand how out of the box features eliminate common custom code solutions Your CMS ’02 content will make it into Microsoft Office SharePoint Server 2007!

Agenda Migration strategy Content migration Artifact mapping Using a migration profile Pre-migration analysis Where your content goes Re-branding Code migration Application analysis Replacing custom code with new out of the box features

The Art of Migration “If you know the enemy and know yourself, you need not fear the result of a hundred battles. If you know yourself but not your enemy, for every victory gained you will also suffer a defeat. If you know neither the enemy nor yourself, you will succumb in every battle.” The Art of War, by Sun Tzu

Technology Convergence SharePoint Portal Server 2001 SharePoint Team Services “v1” Content Management Server 2002 SharePoint Portal Server 2003 Windows SharePoint Services “v2” Windows SharePoint Services “v3” Office SharePoint Server 2007 Portal, Web Content Management, and More

2007 Microsoft Office Servers Collaboration portal + content management Document lifecycle capabilities Enterprise search enhancements On-premise server with AD integration Deploy, manage & integrate clients Relay Manager & Data Bridge Publishing of InfoPath forms Editing and submitting via browser Centralized e-Forms catalog and lifecycle management Project tracking Plan, schedule, assign resources Time and status reporting Portfolio analysis and optimization Track assets, operations, & products Life cycle analysis and planning E-Forms services Spreadsheet publishing and reporting Business data integration Base CALs Enterprise CALs - Utility Server - No CAL Required

BusinessIntelligence Microsoft SharePoint Feature Areas Collaboration Search Portal Business Forms Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model ContentManagement Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Integrated document management, records management, and Web content management with policies and workflow Rich and Web forms based front- ends, LOB actions, pluggable SSO Docs/tasks/calendars, blogs, wikis, integration, project management “lite”, Outlook integration, offline docs/lists Enterprise scalability, contextual relevance, rich people and business data search Enterprise Portal template, Site Directory, My Sites, social networking, privacy control

Getting On The Microsoft Office SharePoint Server 2007 Train Two core pieces ContentCode We'll talk about both Most common custom-code solutions are handled by out of the box features

Migration Strategy Planning Analyze old application Map custom solutions to new features Migrate Use the Content Migration feature Post-migration tasks Check, refine migrated site Re-brand site Incrementally migrate new content Switch over to Microsoft Office SharePoint Server 2007 site

Whitepapers Planning Analyzing and Assessing Microsoft Office SharePoint Server 2007 for CMS developers API Comparison SharePoint Migration Center on MSDN

Migration Strategy 2007 Microsoft Office system

What Is “Content”? CMS 2002 Microsoft Office SharePoint Server 2007 Template (aspx page) Page Layout Template Definition Content Type Placeholder Field Control Placeholder Definition Column Templates PostingPage ChannelSite Top Level Channel Site Collection Users, Roles, Rights Groups Users, Roles, Groups, Permissions Resources Items in Images and Documents Libraries Custom placeholder data Migrated as text field

Migration Profiles Contains the settings for the migration of a site CMS ’02 database connection information Top-level channel to migrate Site collection to migrate into By running the profile, content gets migrated to Microsoft Office SharePoint Server 2007 Don’t need CMS ’02 installed on your Microsoft Office SharePoint Server 2007 farm One profile for every migration

Common CMS ‘02 Implementations One CMS ’02 install -> One web site One CMS ’02 install -> Multiple web sites Each site in a top level channel Possibly using host header mapping Depending on the CMS ’02 structure, your migration profile configuration will change slightly

One Web Site Site Collection

Site Collection A Site Collection B Multiple Web Sites

A Migration Profile

Pre-Migration Analyzer Microsoft Office SharePoint Server 2007 is a new architecture Identifies things that need to or should be changed in your CMS 2002 application before migration Runs automatically as part of migration Errors and Warnings Errors: Cause migration to fail until they are changed Warnings: Migration can proceed but some content may not look like you expect in Microsoft Office SharePoint Server 2007 Pre-migration analyzer can be run without performing a full migration

Post-Migration Tasks Test content Refine content Adjust navigation Add custom field controls Customize Branding Master pages Page layouts

Code Migration Moving from the CMS API to SharePoint Object Model No backwards compatibility We are providing whitepapers to help customers through this

Code Migration Custom code CMS 2002 Customization Microsoft Office SharePoint Server 2007 Replacement Search Out-of-Box (OOB) feature Navigation OOB plus ASP.NET 2.0 provider model based customization Landing (summary roll-up) pages OOB feature (Summary links, TOC, and Content-by-Query controls) Content deployment scripts OOB Deployment feature with UI Forms login page OOB plus ASP.NET 2.0 provider model based customization Workflow Extensions API Better OOB Workflow plus FrontPage and Visual Studio customization Web Author Console Customizations OOB plus ASP.NET 2.0 data source based customization of Authoring Console Custom placeholder server controls Rewrite as WSS field controls

Code Migration Custom placeholders HTML Placeholders are migrated to HTML Field controls Custom Placeholders need to be migrated to Field controls The XML Placeholder isn’t supported If you are using it, you need to create a custom field control

Code Migration Workflow Microsoft Office SharePoint Server 2007 leverages Windows Workflow Foundation Several workflows are provided that you can configure or create new workflows Microsoft Office SharePoint Server 2007 workflows are based on content types and/or sites

Code Migration Metadata Channel Properties Move to a “Property Bag” on the site Access through API Posting Properties Become fields on the page Only visible in page edit mode

CMS Assessment Tool Overview Creates an inventory of your application’s use of the CMS Publishing API (PAPI) Creates an inventory of the CMS Repository Collects Statistics about the CMS Repository Pre-Migration Analyzer Reports are in XML and Microsoft Office Excel

CMS Assessment Tool

CMS Assessment Tool Code analysis PAPI Inventory Where in your code you are calling PAPI Summary of the PAPI calls Which placeholders are being used on which templates Workflow hooks

CMS Assessment Tool Pre-migration analysis Executes many of the same tests against the CMS Repository as Microsoft Office SharePoint Server 2007 The same errors and warning text is used Identify potential issues before attempting to upgrade

A Re-Branded Post Migration Site

FAQs Connected Pages Examine what you were trying to do Possible solutions include: Variations Content Query Web Part Reusable HTML Fragments Navigation modifications Revision History Not as visual as CMS 2002 Pages Library and URL Can change Pages Library name

Best Practices for Current Dev Update your CMS 2002 application to SP2 Upgrade to ASP.NET 2.0 Use Master Pages Leverage the ASP.NET 2.0 Navigation and Authentication Provider Model Minimize the number of templates Minimize your custom placeholder server controls Plan customizations based on what you know is coming! Integrated Search Workflow customizations Authoring Console OOB Web Parts Avoid using Connected Templates/Pages

What You Can Do Now Download Beta 2 and Migrate your site! Check out the Migration Center Assessment Tool Planning guide White papers Learn all about Office SharePoint Server! E-Learning SharePoint DVD Designing Your Microsoft Content Management Server 2002 Solution for Reusability

Additional Community Resources Web Casts: Migration Web Cast Evolution of Web Content Management in Office SharePoint Server Blogs: Stefan Gossner Andrew Connell (MVP) Spencer Harbar (MVP) Mark Harrison Mitch Prince

The 2007 Microsoft Office System Clients. Servers. Solutions. Install Beta 2 today! It’s in your attendee bag Learn more at the Office System TLC Demo Stations / Hands-on-Labs / Chalk-talks Get more information Get more information Lab Demo

Resources Technical Chats and Webcasts Microsoft Learning and Certification MSDN & TechNet Virtual Labs Newsgroups communities/newsgroups/en-us/default.aspx Technical Community Sites User Groups

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