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http://www.explainxkcd.com/wiki/index.php?title=1190:_Time
Migration versus Upgrade
Why Upgrade?
3rd Party versus OOTB
Consolidation
Content, Content, Content
Authentication
User Adoption
transferring data

minimizing re-engineering
involve downtime

product

replacement of a
http://en.wikipedia.org/wiki/Data_migration
http://en.wikipedia.org/wiki/System_migration
http://en.wikipedia.org/wiki/Upgrade
and
must
Version

Migration Preparation

SharePoint Portal Server 2001

Hire a consultant
Consider a 3rd party migration tool

Windows SharePoint Services 3.0

Hire a consultant
Prescan.exe / ReGhost.net / GhostHunter Web Parts

Office SharePoint Server 2007

STSADM –o preupgradecheck

SharePoint Server 2010

Test-SPContentDatabase cmdlet

SharePoint Server 2013

Test-SPContentDatabase cmdlet

Other Resources
Out of the Box
In-place upgrade
Database Attach

3rd Party
Database Attach

Service Applications

New hardware
Only

Access Services
Business Data Connectivity*
Excel Services
Managed Metadata
Performance Point
Search Service
Secure Store
State Service
Usage and Health Data
User Profile Service
Visio Graphics
Web Analytics
Word Automation

Hybrid
Do you have existing systems / applications that
will also be migrated into SharePoint?
Do we need to (un)consolidate?
Does your existing taxonomy fit in the new system?
Customisations
How much data we have and where does it reside?
Considerations for Search
Does your content need to change in the new
system?
Identify 3rd party tools/web parts/etc. that are
installed in your current farm

Don’t forget your non-SharePoint data…
Lotus
WebSphere
Drupal
DotNetNuke

Alfresco
Legacy HTML
Non-OCR’d Text Documents
Orchard
Classic AuthN

Claims AuthN and AuthZ

Integrated Windows AuthN with NTLM / Kerberos

Forms Based AuthN

Trusted Identity Provider (aka SAML &
WS Fed)
$> i:0#.w|claimprovider|useraccount != i:0#.f|claimprovider|useraccount
Office Clients
YES!
…so far, the Universe is winning.
Geoff Evelyn - Sample Project Plans
Technical Diagrams for SharePoint 2013
Hardware and software requirements for
SharePoint 2013
Upgrade Service Applications to SharePoint
2013
Migrate from classic-mode to claims-based
authentication in SharePoint 2013
Checklist for database-attach upgrade
(SharePoint 2013)
Claims Based AuthN Resources (TechNet Wiki)
Plan for user authentication methods in
SharePoint 2013

Discover SharePoint
Productivity Hub
Office 365 Change Management Guide for the
Enterprise
AIIM Industry Watch – SharePoint 2013

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SharePoint Migration Guide from 2001 to 2013

  • 1.
  • 2.
  • 4. Migration versus Upgrade Why Upgrade? 3rd Party versus OOTB Consolidation Content, Content, Content Authentication User Adoption
  • 5.
  • 6. transferring data minimizing re-engineering involve downtime product replacement of a http://en.wikipedia.org/wiki/Data_migration http://en.wikipedia.org/wiki/System_migration http://en.wikipedia.org/wiki/Upgrade
  • 7.
  • 8. and
  • 9.
  • 10.
  • 11. must
  • 12. Version Migration Preparation SharePoint Portal Server 2001 Hire a consultant Consider a 3rd party migration tool Windows SharePoint Services 3.0 Hire a consultant Prescan.exe / ReGhost.net / GhostHunter Web Parts Office SharePoint Server 2007 STSADM –o preupgradecheck SharePoint Server 2010 Test-SPContentDatabase cmdlet SharePoint Server 2013 Test-SPContentDatabase cmdlet Other Resources
  • 13.
  • 14.
  • 15. Out of the Box In-place upgrade Database Attach 3rd Party
  • 16. Database Attach Service Applications New hardware Only Access Services Business Data Connectivity* Excel Services Managed Metadata Performance Point Search Service Secure Store State Service Usage and Health Data User Profile Service Visio Graphics Web Analytics Word Automation Hybrid
  • 17.
  • 18.
  • 19. Do you have existing systems / applications that will also be migrated into SharePoint? Do we need to (un)consolidate? Does your existing taxonomy fit in the new system? Customisations
  • 20. How much data we have and where does it reside? Considerations for Search Does your content need to change in the new system?
  • 21. Identify 3rd party tools/web parts/etc. that are installed in your current farm Don’t forget your non-SharePoint data… Lotus WebSphere Drupal DotNetNuke Alfresco Legacy HTML Non-OCR’d Text Documents Orchard
  • 22.
  • 23.
  • 24.
  • 25. Classic AuthN Claims AuthN and AuthZ Integrated Windows AuthN with NTLM / Kerberos Forms Based AuthN Trusted Identity Provider (aka SAML & WS Fed)
  • 26.
  • 27.
  • 28. $> i:0#.w|claimprovider|useraccount != i:0#.f|claimprovider|useraccount
  • 29.
  • 30.
  • 31.
  • 33. YES!
  • 34.
  • 35. …so far, the Universe is winning.
  • 36.
  • 37. Geoff Evelyn - Sample Project Plans Technical Diagrams for SharePoint 2013 Hardware and software requirements for SharePoint 2013 Upgrade Service Applications to SharePoint 2013 Migrate from classic-mode to claims-based authentication in SharePoint 2013 Checklist for database-attach upgrade (SharePoint 2013) Claims Based AuthN Resources (TechNet Wiki) Plan for user authentication methods in SharePoint 2013 Discover SharePoint Productivity Hub Office 365 Change Management Guide for the Enterprise AIIM Industry Watch – SharePoint 2013