1. How to Perform a Migration Plan？
Shelley Liu

2. Hi, I’m Shelley
MVP
MCT
MCSE

3. Agenda How we help migrate Migration Solution Migration Method
Migration Plan Proposal
Case Study

4. How We Help Migrate

5. How We Help Migrate What? Where? With?
Experts in understanding, moving, and transferring data.
What?
Discover
Analyze
Move
Copy
Restructure
Replicate
Integrate
Upgrade
Where?
Within systems
Across systems
On-premises
In the cloud
Hybrid environments
With?
Speed
Fidelity
Mapping
Filtering
Classification

6. Key Challenges before Migration
No down time for the source environment?
No data metadata or permission lost?
Time matters?
What should I migrate over?
What is the total size of the file share data that you want to migrate?
How to restructure the contents?
How to deal with data access?
What about non- supported elements?

7. Workload& Effort Effort Remove or rewrite Replace Transform Rehost PLA
Very high
High
Medium
Low
Effort
Information Management
Application Management
Service Management
On-Premise | SPO | Hybrid | Azure
Security and metadata
Folders and files
Workflows
Features
Site structure
Custom UX
Code
Remove or rewrite
Replace
Transform
Rehost
PLA

8. Challenges during Migration?
URLs(File path) and File name
File Name
File Size
Folders with more than 5000 items
Permission
Checked out Documents
Character limitation
Workflow Instance
Unsupported Site template
Unsupported list template
Custom Solutions
Orphaned Users
File Extensions
Branding
Nintex Workflow

9. Migration Solution

10. Migration Solution Migrate Optimize Access Pre-Scan Customize Manage
Find your content and analyze the current environment
Customize
Customize entire migration with migration profiles
Manage
Take full control over destination with AvePoint’s Centralized or delegated management for SharePoint
Access
Migrate
Optimize
Identify
Define the scope of migration
Test
Validate migration plan configuration to ensure smooth migration
Customize
Customize destination environment as you wish by AvePoint Partner services to meet your business need
Discover
Discover any problems before running the actual migration
Monitor
Job Monitor grants to complete transparency into migration jobs

11. Discovery Tool- SharePoint Platform
Migrator Tool – Legacy sources

12. Discovery Tool
Report
Tool
Scope
Job

13. Discovery Report No. Site Collections Site Collections Information
Total Size (GB)
Unsupported Feature Information

14. Discovery Report

15. Migrator Tool File System Lotus Notes eRoom Livelink
Exchange Public Folder
EMC Documentum
Quickr

16. Migrator Tool Report

17. Migration Method- DocAve Migration

19. Migration Source& Destination
Documentum eRoom 7.2 & above
Exchange Public Folders 2000~2013
EMC Documentum 6.5& above
File System& Networked file Shares
Lotus Notes & above
Lotus Quickr & above
OpenText LiveLink 9.5 & above
Microsoft Office SharePoint 2003，2007,2010,2013
Supported Migration Sources
SharePoint Online
SharePoint Server 2010
SharePoint Server 2013
SharePoint Server 2016
Supported Migration Targets

20. Migration Plan Proposal

21. 1 2 3 4 5 AvePoint Migration Discovery Assessment Pilot Execution
Inventory of content, SharePoint topology, customizations, workflows, etc.
Assessment
Prepare design approach and customization remediation
Pilot
Execute pilot migration use cases, establish throughput projections
Execution
Full and Incremental migration, remediation,
Support
Ensure any unexpected issues are resolved 1 2 3 4 5

22. All Site Collections Categorized by Complexity A, B, C, D
SPC Business
8/9/2018
Sample: Discovery
Custom Features | Custom Templates | SPD Workflows | Sandbox Solutions | InfoPath Forms
Sort By Complexity
All Site Collections Categorized by Complexity A, B, C, D
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

23. Sample: Migration Assessment
SPC Business
8/9/2018
Sample: Migration Assessment
Least Complex
Most Complex A
152 SCs
No custom features
Category
Custom Template /
Master Page B
43 SCs
Custom Features Deployed C
1151 SCs
Custom Features Deployed + InfoPath Form or Sandbox Solution D
111 SCs
My Sites
847 SCs
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

24. Sample: Pilot findings
SPC Business
8/9/2018
Sample: Pilot findings
InfoPath Forms (Library level) did not work after migration
Will provide Hotfix
Sandbox Solutions (Reusable SPD Workflows) did not migrate
Workflows did not migrate properly
Workflow history, Workflow Tasks
Customization (SPDActivities) or Hotfix (NFR)
Some Navigation did not migrate
Hotfix has addressed SharePoint My Site Host Issue
Some Subsites did not migrate
My Site did not migrate
Subsite in SPCOE did not migrate
Did not migrate subsites using custom templates (IPMCHALLENGESTS#0)
Subsite uses Access Web Template – Hotfix
Custom Site Template
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

25. Sample: Plan proposal Wave 1 Wave 2 Wave 3 Wave 4 Wave 5
SPC Business
8/9/2018
Sample: Plan proposal
Recommended Approach on Allocating SCs for each Wave
Wave 1
Most Complex (420 Site Collections)
1/3 of Category D + C Site Collections
Category D Site Collections Organized by Smallest to Largest
Also Web Apps Business Units
Wave 2
Medium Complexity (840 Site Collections))
2/3 of Category D + C Site Collections
Wave 3
Medium Sites (521 Site Collections)
First half of combined Category B + A + My Sites organized by Smallest to Largest (Smallest)
Wave 4
Large Sites (521 Site Collections)
Second half of combined Category B + A + My Sites organized by Smallest to Largest (Largest)
Wave 5
Final Incremental migration before cutover
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

26. Read more user stories @ http://www. avepoint
Industry and different platforms
Casino from on-prem moss to SharePoint on line
T-system, one of the largest customer we have in AvePoint for a migration project;
Microsoft Technology Center, which is a milestone for us to pitch migration project;