1. Gotcha! SharePoint Online Migration Mistakes to Avoid
SharePoint Saturday Chicago Suburbs
Teresa Baxmeyer, SharePoint Analyst

3. Teresa baxmeyer Senior SharePoint Business & Technical Analyst
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4. Agenda Why SPO? Gotchas Resources Ask me anything
Migration project cycle (Planning, pre, during, post)
SPO Limitations
Change Adoption
Tools to use
Resources
Ask me anything

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

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

7. Ready to migrate?
…Hold up.

8. 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

9. Project gotchas! 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!

10. Project gotchas! Making decisions…IT
Process, configurations, architecture
Business
Branding, Communications, Schedule
Making decisions…

11. 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Moving junk and outdated content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

12. SharePoint online gotchas!
Updates, all the updates
List item thresholds are firm
Licensing, external sharing
Excel Services
Customizations
Moving to modern experience?
Web part pulling data from on prem?

13. 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
Workflow status, history, and tasks

14. 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
Workflows: status, tasks and history

15. Change adoption gotchas!
Tell your end users they will have to log in!
Tell them again
And once more for the folks in the back
Provide mock ups to leadership
Don’t ignore your power users
Encourage use of Delve
Promote mobility
Prepare for an increase of tickets

16. Tools
Just pick one?

17. Microsoft’s Fast Track
Tools!
DIY
Microsoft’s Fast Track
Vendor
Manual work
Can take a long time
Considerable control
Minimal support
No added cost
Great for OOTB sites
Lots of support
Geared toward OOTB installs, with a straightforward move to online.
Will not collapse multiple site collections into a single site collection.
Minimal help with any transformation.
Costly
Effective & efficient
Support and resources are abundant
Flexible
No one size fits all tool

18. Resources
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19. Resources Office 365 Services Resource list
Microsoft’s SharePoint Migration Tool Overview
Microsoft’s Fast Track
SharePoint Online Limits
The Periodic Table of O365
The Ultimate SharePoint Migration checklist (Sharegate)
O365 Migration Performance & Best Practices

20. Questions?
Ask away!