My SharePoint Saturday Toronto 2017 deck, focusing on the strategy and tactics that drive an intelligent, phased approach for migrating to Office 365, SharePoint Online, and OneDrive for Business.

1. MIGRATING TO SHAREPOINT &
ONEDRIVE FOR BUSINESS
A TACTICAL APPROACH
Keith Tuomi
2toLead
@keithtuomi

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https://www.tuomi.ca/
https://twitter.com/keithtuomi

3.  Plan
 Review of overall Migration strategy and decision points
 Review of inventoried source file share, LOB & SharePoint
content
 Prepare
 Using Planner & Excel to manage & report migration status
 Using Planner to establish a Training & Communications
plan
 Configuring SharePoint Online
 Migrate
 Review of active migration activities
 Review of techniques and processes for validating migrated
content
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4.  A recap on the reasons we are moving to the Office 365 Cloud:
 Much greater search functionality
 Complete access, always
 Version history and backup
 Check files in and out to avoid confusion and conflict
 Access control and security
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PLAN
PREPARE
MIGRATE
• Identify your data
sources
• Start with legal,
regulatory and
business requirements
• Look for organizational
patterns
• Pre-migrate and
test before you
commit
• Ensure you
communicate each
step with staff
• Follow up with
support focusing on
user experience
• Technical and
business people
• Repeatable and
modular process
• Migration software
and technology

6. • Migration to the Cloud is by
default led by the IT Pro’s,
focused on specific technical
mandates
• This is immutable because
we are moving a digital
intranet
• Practical, popular patterns can
easily be picked up on from a
variety of sources
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7. With the IT and business talent and technology
available at most firms, it’s pretty unlikely to experience
major technical glitches in moving documents into the
Cloud point A to point B
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8. • Measurable gaps typically
creep up based on
fundamental reactions when
staff feel that they are:
• Singled out
• Not technologically
savvy
• Implied to be
disorganized in
managing their digital
work
• All of this can be headed off
with the least exotic, (often)
least focused on activity:
Communications
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9. • Easy to use
• Across devices
• From anywhere
• Group Collaboration
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10. When planning your adoption effort, it is important to
have a view that extends past your initial migration.
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11. The first rule of a successful migration is to create a dynamic Team.
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Role Responsibilities Department
Executive sponsor Communicate high-level vision and values of
Office 365 to the company
Executive Leadership
Success Owner Ensure the business goals are realized for an
Office 365 rollout
Any department
Champions Help evangelize Office 365 Any department
Project Manager Oversee Office 365 rollout process Project Management
Training Lead Manage the training program and/or resources
for your Office 365 rollout
IT and/or HR
HR Manager Integrate Office 365 into HR processes and
manage HR content on Office 365
HR
Communication Lead Oversee company-wide communications about
Office 365
IT and/or Corp.
Technical Manager Link between business side and IT IT and/or Staff

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To begin to form your own Business Scenarios, consider
using this framework

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Clean up your Active Directory User Profiles
before you begin the process of synchronization
Establish an information architecture to
meet the business needs of the various
organizational units
• Information Architecture Planning
Workshop – Taxonomy, Tues. May 17
Configure the required Office 365
URL & IP ranges and other
endpoints
Define components that
make up the overall
information architecture,
including Site Collections,
Sites, Libraries, Lists,
Workflows, and Security
• Information Architecture
Planning Workshop –
Taxonomy, Tues. May 17
Define main navigation
• Navigation Planning Workshop,
Tues. May 25
Define & schedule OneDrive for Business
desktop & Apps synch software install for
users

15. Define a communication
strategy to generate
awareness and
excitement.
1
Before the service
becomes available, you
want your people to be
excited by the fact that
it is coming, and then
keep them interested in
using it after you’ve
launched.
2
Ensure you take into
account your staff when
putting together the
messaging, as you need
to help them identify
“What’s in it for me?“
3
Pick a mix of activities
including email, posters
and physical events and
plot them out along the
timeline of your project
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• Posters, booklets and print
templates
• Countdown and
announcement emails
• Tips and tricks email series
http://fasttrack.microsoft.com/office/resources/drive-value

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COMMS
SUPPORT
COMMIT

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• Communication
• Training
• Trial migration & validation
• Migration
• Validation
• Source data & systems end of life
• Communication

20.  The self-service migration option is to
have your users drag-and-drop their
individual files to the Office
365 OneDrive for Business document
library through Windows Explorer.
 Users can also select and upload files
from their local computer by clicking
Upload in your OneDrive for Business for
Office 365 document library.
 For more information, see Upload files
to a library.
 Drag-and-drop to OneDrive for Business in Office 365

21.  Drag-and-drop to OneDrive for Business in Office 365

22. • Migrate your current SharePoint
on-premises to Office 365 with
ShareGate
• Speed up the transfer with “Insane
Mode” (requires Azure account)
• Replace illegal characters
• Define User and Property mapping
templates
• Execute on scheduled document
migrations

23. Run a pre-migration report to
check for issues beforehand

24. • Migrate your file share documents
to Office 365 with ShareGate
• Import Files to SharePoint is a
simple feature for migrating files
system and file shares to
SharePoint.
• With a simple drag and drop, it is
possible to migrate a complete
folder hierarchy to SharePoint
while applying content types and
metadata at the same time.

25. • The left explorer pane
shows the available
drives for the copy from
your computer, while the
right explorer pane
shows the documents in
the destination library.
• In the left pane, navigate
to your source folder and
select the files you would
like to copy to the
destination site. Then,
drag and drop them to
the right pane or click on
Copy.

26.  ShareGate offers a
detailed log of activities
that take place during file
share and SharePoint-
sourced migrations
 Drag-and-drop to OneDrive for Business in Office 365

27. GOLDPLATINUM
SILVE
R

28. Thank you and see you next year!
Join us for SharePint after the event @ 5:30pm
6982 Financial Dr. (Drake A Firkin) and don’t forget to
submit feedback after each session for your chance to
win great prizes at the end of the day!
Survey Link: http://bit.ly/2vWCcoM