An analysis of the several layers/aspects of a SharePoint migration, helping Admins to plan more holistically for their move.

1. SharePoint Migration:A Phased, Iterative, and Error-Prone Process Christian Buckley Axceler cbuck@axceler.com @buckleyplanet

3. Microsoft Managed Services (now BPOS-Dedicated)

4. Advertising Operations, ad platform API program

5. Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration

6. Co-founded and sold a collaboration software company to Rational Software. Also co-authored 3 books on software configuration management and defect tracking for Rational and IBM

7. At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), managing deployment teams to onboard numerous high-tech manufacturing companies, including Hitachi, Matsushita, Seagate, Nortel, Sony, and CiscoMy background

8. Improving Collaboration for 16+ Years Mission: To enable enterprises to simplify, optimize, and secure their collaborative platforms Delivered award-winning administration and migration software since 1994 Over 2,000 global customers Dramatically improve the management of SharePoint Innovative products that improve security, scalability, reliability, “deployability” Making IT more effective and efficient and lower the total cost of ownership Focus on solving specific SharePoint problems (Administration & Migration) Coach enterprises on SharePoint best practices Give administrators the most innovative tools available Anticipate customers’ needs Deliver best of breed offerings Stay in lock step with SharePoint development and market trends Axceler overview

9. This is your technical migration, i.e. the physical move of content and “bits”

10. This is the bulk of your migration – the planning, reorganization, and transformation of your legacy SharePoint environment

11. Moving to the latest, greatest platform What is migration? Transforming what you did with 2003/2007 to meet your organizational vision

12. Why migrations are difficult:

13. The Planning Layer The Business Layer The Discovery Layer The Physical Layer The Information Layer The Transformation Layer The Governance Layer The Productivity Layer The Presentation Layer The Training Layer

14. 1. The Planning Layer

15. Use your established project methodology Establish a change management structure Develop a communication plan Involve end users early Let them know what’s happening with their data Let them see test migrations Let them know when their data has been migrated Understand your audience and topology Intranet Extranet Internet

16. 2. The Business Layer

18. Understand the business scope and audience Identify stakeholders Get sign-off Develop use cases Estimate future growth

19. 3. The Discovery Layer

20. Understand what is out there, what to do with it File shares Older SharePoint versions Other ECM platforms Business processes and new tools that will drive new content into SharePoint Conduct an overall health check Usage / Activity Permissions Storage Audit Performance

21. 4. The Physical Layer

22. Map out existing hardware, other systems Upgrade hardware Latest service packs PreUpgradeCheck Exceed the recommended hardware minimums Develop plans for Backup Disaster recovery Business continuity Anti-virus and maintenance plans Prepare system for migration

23. 5. The Information Layer

24. Organize the information architecture Clean up content types Understand navigation Organize metadata Prepare for Managed Metadata Optimize for search

25. Top level portal Tier 1 site collections based on business units or product areas Tier 2 sites that follow specific structure

26. 6. The Transformation Layer

27. Clean up, prep for upgrade/migration Move file shares Move from other ECM platforms Convert files Adapt or change business processes Upgrade 3rd party tools Move, update, rebuild or remove customizations

28. 7. The Governance Layer

29. Clarify or establish policies Identify ownership, at each level Clearly define roles and responsibilities Outline ongoing processes Build in checks and balances

30. 8. The Productivity Layer

31. It’s about ongoing refinement of the platform Business productivity solutions to extend the capability of SharePoint Workflows Templates InfoPath forms Record management plans 3rdparty tools

32. 9. The Presentation Layer

33. Functionality first, then Refine the look and feel

34. 10. The Training Layer

35. Understand end user needs New to SharePoint New business productivity solutions Self-serve materials Provide regular updates / refresher courses

36. Applied Example of an iterative migration Stand up 2010 platform Review activity logs for target site collection Establish plan on what is to be moved based on requirements Review existing taxonomy, map to new taxonomy Communicate with existing administrators, incorporate feedback Provision the sites Import the content Apply site settings, themes, navigation Apply groups / roles, permissions Apply workflows and any customizations Notify administrators and user of new sites Take in feedback, review, iterate

37. Contact me Christian Buckleycbuck@axceler.com+1 425-246-2823@buckleyPLANETbuckleyPLANET.com Additional Resources available 11 Strategic Considerations for SharePoint Migrations http://bit.ly/j4Vuln The Insider’s Guide to Upgrading to SharePoint 2010 http://bit.ly/mIpOBZ What to Look for in a SharePoint Management Tool http://bit.ly/l26ida The Five Secrets to Controlling Your SharePoint Environment http://bit.ly/kzdTjZ ReadyPoint (free) http://bit.ly/gGXIPO Davinci Migrator http://bit.ly/ieZ5L8 echo for SharePoint 2007 http://bit.ly/iwfl3f