Cloud. Process. Agenda. Closing and Q&A. Content & Apps. Overview .... Search. ⢠Consider Hybrid Search. ⢠M
Welcome and Intro Mike Maadarani, Ottawa App Dev and Architecture for over 22 years (19 Years Microsoft, 3 Years with the “Other Guys”) Business focused on Enterprise Content Management, Search, & Publishing Sites Architect, trainer, and presenter
[email protected]
www.maadarani.com
@mikemaadarani
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Cloud
Hybrid
Migration Life Cycle
Agenda Overview
Content & Apps
Closing and Q&A
Process
History recap
2006
2007 – 2012: Revolutionary Trends
SharePoint 2013
SharePoint Evolution to 2016
Should I upgrade?
Overview What is Migration? • The movement from one location (Source) to another location (Target) What is IT Migration? • People, Hardware, Software, Systems, Data, Information, Business Processes, Applications, Services What is Information Migration? • The movement of documents, metadata, taxonomy and structure, security, and business process logic
Should I upgrade or migrate?
Migration/Upgrade Lifecycle TARGET
SOURCE File Share Exchange Public Folders Lotus Notes Web Content SharePoint Other LOB Systems
SharePoint Online
Analysis
Plan
Execute
Assess
Sustain SharePoint OnPremises
Analyze: Decision Points •
•
•
Content Analysis • • • • • • •
File Shares Personal Content Exchange Public Folders Notes Databases Existing SharePoint farms Web Content Other lines of business applications
• • • •
Stakeholder(s) (Accountability) Business Drivers (Awareness) Information Technology (Accessibility) Individual(s) (Owner)
Who is involved?
Where is our content? • Hosted or In House • Centralized or Decentralized • Local or Abroad
Analyze: Decision Points •
Content Analysis • • • • • • •
How much content? How large? How many layers? (Web Applications, Site Collections, Sites) Content Types, Metadata? CTH? Security Levels Workflows Linked Information M.U.D.R (Systems and Content) • Maintain • Upgrade • Dispose • Replace
Analyze: Decision Points •
Service Applications Analysis • • • • • •
Search Managed Metadata Secure Store (must be done before BCS) BCS User Profiles PerformancePoint
Analyze: Decision Points •
Custom Code • • • • •
•
WSP Event receivers Apps (if 2013 to Online) Workflows Etc…
3rd Party Tools
Analyze: Action Points •
Action Items • • • •
Roles and Responsibility Matrix Content Inventory Worksheet Security Report Decision: Build or Buy migration tools AND services
Step 2 Plan your battle
Private Cloud Full Access
Farm Solutions Sandbox Solutions
$$
Expensive to run Expensive to maintain
Traditional
We know what we know We expect innovation and great new features
Azure VMs for you needs If you’re used to a virtual environment, you’re ready for Azure A few quirks
Full Access Farm Solutions Sandbox Solutions
$$ Pricier Not clear on upfront cost
SharePoint Online Limited Access No Farm Solutions SharePoint Framework, Modern, Azure Apps, Functions, etc.
$$ Totally based on access AND “seats” Usually cheaper that the other options
Features and Support New Features come online first Updates are almost every quarter Great support from MS and the partners community
Hybrid Solution Online + On-premises Online + Azure Azure + On-Premises
Upgrade Scenarios
Gradual Upgrade
Database Attach Upgrade
In-Place Upgrade
Database Upgrade • • • • •
• • •
Usually cheaper that the other options All Content databases Search administration BDC Managed Metadata PerformancePoint Secure store User Profile databases
Identify SPO Gaps Federation Midsize Business plan or higher for AD integration Midsize, Enterprise E1 or higher for Yammer
Migration costs Based on size and number of items Lots of vendors, some are the same core engine
Farm Features Farm solutions are not supported in Office 365 Need to know what is in the farm, and where they are being used, to create a remediation plan
3rd party solutions App Store is rich with many solutions Framework
Real world content •
Most companies have content that is: • Out of date • Duplicated • Difficult to find
•
Would benefit from: • delete/archive/migrate triage • reorganization • tagging with metadata
Plan: Decision Points •
Where will the content go? • • • • •
•
OneDrive for Business Site Collections Sites Pages Libraries
What will the content do? • • • •
Policy Management Business Process Search ability Metadata
•
Communicate and Train!
Remediation Why is remediation required? • What to remediate? • How to remediate? •
Why remediation is required Some customizations: Cannot be migrated as is
Some content: Cannot be migrated Should not be migrated Personal Content
Content remediation
Customization remediation Branding Solutions
User Interface Components
Provisioning Solutions
Other Built-in Functionalities
Content Types and Site Columns
Integration/ Maintenance Solutions
Use OneDrive For Business
Create Personal Sites
Assign Permissions
Migrate
Remove Permissions
Execute your migration
Choosing your migration approach
Self-service migration •
Manual
Tools-based migration •
Manual/auto using tools
Complex migration • •
Includes custom code Involve experts
Steps to migration
Migrate your Service Applications First
Service Apps Online •
Search
•
MMS
•
BCS
•
PerformancePoint
•
User Profile O365 Groups Profiles
• Consider Hybrid Search
On-premises •
• Consider Hybrid Search
• You want to consider 3rd party tools • You need Hybrid environment • PowerBI, PowerView • AD Sync
Search
•
MMS, Secure Store, BCS, PerformancePoint, User Profile • Consider DB Upgrade
Migration considerations The migration to the cloud must be performed remotely; OR • Send the hard drive to O365 • User identities are different •
Execute: Code Migration •
• • • •
Do you really want to migrate? Use OOB if possible Rebuild if needed Test against trial content Finalize and lock down code deployment
Execute: Content Migration Triage your content
Delta Migration
Assess
Divide and Conquer
Reconfigure your scripts/strategy
Follow your Plan
Try again
Execute: Content Migration
NO migration is 100% success
Assess: Action Points • • •
Assess your content Re-run migration for missing content How is the current state performing/growing? • • • •
Storage Security Performance Event Log
Sustain: Action Points •
What is your disaster recovery plan? • SPO, No action • Backup/Restore • On-Premises, Plan and implement a DR site
• • •
Turn off old farm, but do not kill it What are our growth metrics? How we will manage issue tracking and support?
In Closing
Recap
Analyze • Plan •
• Schedule • Communications • Hybrid strategy
• • •
• •
Triage the content Remediate Migrate Assess Sustain
Thank you!
[email protected]
@mikemaadarani www.maadarani.com
