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

2. Teresa baxmeyer Senior SharePoint Business & Technical Analyst
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Link me: linkedin.com/in/tbaxmeyer
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3. 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

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

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

6. Ready to migrate?
…Hold up.

7. 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

8. 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!

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

10. 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Moving junk and outdated content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

11. 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

12. 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

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

14. 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)

15. Tools
Just pick one?

16. 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

17. Resources
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18. 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

19. Questions?
Ask away!

20. Session Feedback
Please complete session feedback form located in your attendee bag and return to the registration table once completed.