SharePoint Migration! & Upgrade! Tips from the Trenches! Jamye Few Summit 7 Systems Jamye.Few@summit7systems.com

Transcription

1 SharePoint Migration! & Upgrade! Tips from the Trenches! Jamye Few Summit 7 Systems Jamye.Few@summit7systems.com

2 OBJECTIVES!

3 AGENDA! Migration/Upgrade! Office 365! SharePoint 20??! Subsidiary Farms! Demo!

4 MIGRATION/UPGRADE!

5 MIGRATE/UPGRADE! Do I have to?! Yes and No: Where is the pressure coming from?! Does it make life easier?! Yes and No: Changes can require more knowledge to support.! Costs to upgrade - Costs when you don t! Sibling platforms may add to cost (e.g. SQL)! Skipping a version can cost more in time and change stress on end users! 2010 to 2013 Comparison: h2p://

6 WHY?! Improvements for end users productivity/adoption! Easier management/maintenance! Support! Better fit into other enterprise technologies and platforms!

7 2 TYPES OF GOTCHAS! Lack of documentation/understanding of current users and usage! Lack of documentation/engineering regarding existing environment and new target environment!

8 GOTCHA: USERS/USAGE! Lack of documentation/understanding of current users and usage! Incompatible user content or customizations May mean you have to upset users and you only get so much negativity before the migration is viewed in a negative light. (Therefore make the next 2 bullets priorities.)! After migration clean up users will have issues with changes to how they work no matter how smoothly things go! Lack of understanding of current content, how users use it, and how it is structured. Makes it hard to keep users happy!

9 GOTCHA: ENVIRONMENT! Lack of documentation/engineering regarding existing environment and new migration environment! Problems with (or lack of understanding) the local environment! datacenter, network, hardware, VMs, AD, DNS, Load Balancer, Firewall, etc. for your migration will be unique to that migration! Lack of engineering! planning/scheduling prior to gathering actual migration process metrics. (remember this process will be, to a large degree, unique to each organization.)! Are there other events that will impact environment/schedule!

10 OFFICE 365!

11 CLOUD FOCUS! Microsoft estimates that Azure + O365 + CRM has an $6.3 billion/year run rate! 100%+ YoY growth rate! Rough estimate: $4bn/year is attributable to Office 365! What does this mean to you?! Microsoft has a huge war chest! They are continuing to invest heavily in specific strategic areas!

12 A TYPICAL DEPLOYMENT! 1. Tenant enablement! 2. Pro Plus desktop deployment! 3. Identity sync (possibly with federation)! 4. Exchange! 1. Establish hybrid! 2. Move mailboxes! 5. Lync / Skype for Business! Details vary widely! 6. SharePoint! Details vary widely!

13 SOME ASSEMBLY REQUIRED! Note all the things that aren t shown in the previous slide! Office 365 Video! AD RMS! Yammer! PowerBI! Dynamics CRM! Connectors (e.g. Inflight, Longitude)! Custom development or branding!

14 WHAT S A TENANT, ANYWAY?! Been to a mall lately?! Anchor stores pay more/get more (space, etc.)! Kiosks pay little/get little (tend to be temporary)! Logical container:! In Office 365, you still have your own logical services but they are running in a shared space! Azure AD! Exchange Online! SharePoint Online! Etc.!

15 PLANS!

16 PLANS AND LICENSES! Here s what a typical user assignment looks like! Within a specific user license, features can be enabled or disabled! Azure RMS, ProPlus are generally part of the 3 / 4 plans! Turn Skype, SharePoint, Exchange on / off for individual users!

17 USERS AND LICENSES! When you add a user, he or she can t do anything useful until you assign a license! You can assign the license when you create the user! You can assign or update the license at any time after the user is created! Un-assigning a license doesn t remove the user object! Removing the user object un-assigns the license and returns it to the pool!

18 ENABLEMENT PHASES! Core enablement! Establish tenant (including DNS, etc)! Establish directory synchronization! Optionally, establish federation! Service enablement! Exchange: set up hybrid, set up mail flow, move mailboxes! Skype: set up split-domain, move users! SharePoint: set up hybrid, provision search,.! Other services: as required and desired!

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24 SHAREPOINT!

25 SHAREPOINT 2013! Yes, it s the old model, but it can still get you there! Major change in platform architecture from 2010! More loosely coupled services (agile)! Changes branding yet again!

26 SHAREPOINT 2013! App Catalog! Office Web Apps (WAC)! Distributed Cache! Workflow Manager Service! FAST Search (included ENT)!! 2013 VS. 2016! SHAREPOINT 2016! And then some! TLS1.2 support by default! Hybrid (built in?)! Image and Video Previews! Large Files (>2GB)! Project Server built in! Site pinning!! h2p://summit7systems.com/sharepoint and- you

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28 MINROLE FARM TOPOLOGY! Server Role is specified when created or joined! Server role Front end Applica-on Distributed Cache Search Custom Single- Server Farm Descrip-on fast performance. high throughput. can configure these servers to also load balance farm traffic using the SharePoint Request Manager. Service applicanons, services, and components that are required for search belong on Search servers. MinRole will not control which service instances are provisioned on this role. A SharePoint farm with the Single- Server Farm role cannot have more than one SharePoint server in the farm.

29 SP2016 MORE INFO! New and Improved Features! (see previous slide)! Deprecated Stuff! No more Free Foundation! FIM is gone! Excel Services and associated BI capabilities (part of Excel Online)! Tags and Notes (Export-SPTagsAndNotesData -Site < -FilePath <tagsandnotes.zip>)! h2p://summit7systems.com/installing- the- sharepoint it- preview

30 YOU CAN TEST UPGRADE TO SP2016! SharePoint Server 2016 IT Preview supports an upgrade from SharePoint 2013 with March 2013 PU, version or higher! When you upgrade from SharePoint 2013 to SharePoint Server 2016 IT Preview, you must use a database attach upgrade, which means that you upgrade only the content for your environment and not the configuration settings!

31 SUBSIDIARY FARMS!

32 App Fabric! Required as of SP2013! DISTRIBUTED CACHE! Best to run on at least two servers! Creates its own cache farm! PowerShell Administration! Requires graceful shutdown!

33 OFFICE WEB APPS! OWA (not Outlook Web Access) or WAC! Stand Alone! Can t be installed on SharePoint or Exchange server! Offers Office web apps to Exchange, SharePoint, Skype! Load balancer persistence required! No real management of OWA per se! It s an IIS app so you may need to restart app pool, etc.!

34 WORKFLOW MANAGER! Workflow now treated as a service! Moved to Workflow Manager! Doesn t have to run in the SharePoint farm! Can still run on SharePoint WFE / App servers! Harnesses the latest workflow technology from Microsoft! SharePoint deployment drives where workflow runs! On-Prem: Workflow Manager! Hosted: Windows Azure Workflow Service! Improves stability, scalability & transparency!

35 WORKFLOW MANAGER IN SHAREPOINT 2013! Azure Access Control Visual Studio SoluNons Apps Content Events WF3 Host OAuth2 Azure Workflow SharePoint Designer SharePoint OM Workflow Services Manager Deployment Messaging Instances Interop REST Calls Events Azure Workflow Azure ServiceBus Azure Workflow Service ApplicaNon Proxy

36 WORKFLOW MANAGER IMPROVEMENTS! Introducing Stages! Mitigates SharePoint Designer s lack of loop support! Provides functionality of state machine workflows in WF 3.5! Declarative workflows have loops! Loop # times / with condition / with expression! Declarative workflows can call REST/SOAP services!

37 AZURE! SharePoint supported on Azure! Lots of pros and cons for Production use based on your technology road map! REALLY GOOD for test farms (for migration builds)!

38 DEMO!