Plan to Migrate to SharePoint Online ERICA TOELLE

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Dana Kelley
10 years ago
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2 Plan to Migrate to SharePoint Online ERICA TOELLE Seattle, WA Protiviti Strategic Account Manager

SharePoint Online Migration Journey Move to cloud while maintaining an excellent employee experience Classify sites by common workloads and usage Ensure base services are set up and ready to go

4 SharePoint Online Migration Journey Move to cloud while maintaining an excellent employee experience Classify sites by common workloads and usage Ensure base services are set up and ready to go Enable hybrid scenarios Run marketing campaigns for self-migration Reduce the onprem footprint Move sites that are high value Migrate using a centralized team Refactor customizations to the app model where possible

hybrid scenarios Run marketing campaigns for self-migration Reduce the onprem footprint Move sites

5 Number of Site Collections Example Migration Journey On-Prem Microsoft Confidential

6 SharePoint Online Migration Journey Move to cloud while maintaining an excellent employee experience Classify sites by common workloads and usage Ensure base services are set up and ready to go Enable hybrid scenarios Run marketing campaigns for self-migration Reduce the onprem footprint Move sites that are high value Migrate using a centralized team Refactor customizations to the app model where possible

7 Understand the Ecosystem Partner and External Customer Collaboration MySites Social Search Taxonomy (MMS) No server side code Collaboration, project, and department sites Microsoft Confidential Individual, team, and group experiences Has server side code High visibility High complexity External data connections Need to support hybrid model: onprem + SharePoint Online Serves entire organization

Confidential Individual, team, and group experiences Has server side code High visibility High

8 Types of Migrations Rethink Abandon onpremises Great for archiving sites No migration needed Move Site Content as-is Ideal for moving basic sites Doesn t allow you to take advantage of new features Move only selected content Option to rework site as needed Great for enabling cloud hybrid scenarios New information architecture Re-architect to take advantage of new capabilities Suggested approach for sites with customizations

selected content Option to rework site as needed Great for enabling cloud hybrid scenarios New information

9 SharePoint Online SharePoint On- Prem Migration Approaches Rethink No Migration Database Attach 3 rd Party Tool 3 rd Party Tool No Migration 3 rd Party Tool or Office 365 Import Service 3 rd Party Tool

rd Party Tool 3 rd Party Tool No Migration 3 rd

10 Migration Approaches Migration Support Staffing Budget Extranet Lift and Shift Standard Wait for IT or Business Business Group Team & Project Sites Office 365 Import Service and Partial Move Standard IT IT Managed Rethink and Partial Move Premium Business + IT Joint Project Business Group Shadow Farms Guidance + Best Practices Standard or Premium Staff Yourself + IT Consulting Business Group

Standard IT IT Managed Rethink and Partial Move Premium Business + IT Joint Project Business Group

11 SharePoint Online Migration Journey Move to cloud while maintaining an excellent employee experience Classify sites by common workloads and usage Ensure base services are set up and ready to go Enable hybrid scenarios Run marketing campaigns for self-migration Reduce the onprem footprint Move sites that are high value Migrate using a centralized team Refactor customizations to the app model where possible

12 Shared Services Strategy Custom Sync Tool Nightly Sync Job Hybrid search appliance Custom Sync Tool Nightly Sync Job Native analytics disabled due to performance Master is On-Prem Option to purchase 3 rd Part Tool

Nightly Sync Job Native analytics disabled due to

13 SharePoint Online Migration Journey Move to cloud while maintaining an excellent employee experience Classify sites by common workloads and usage Ensure base services are set up and ready to go Enable hybrid scenarios Run marketing campaigns for self-migration Reduce the onprem footprint Move sites that are high value Migrate using a centralized team Refactor customizations to the app model where possible

14 Drive Cloud Adoption Accelerate use of cloud services across the enterprise Make Office 365 the default experience all new sites built in the cloud Minimize MySite content migration Leverage OneDrive for Business to start fresh Sunset end of life content Professional marketing & adoption assistance required to change behavior On-Prem MySite had notifications to use Office 365 instead Focus on a start fresh message Prepare support teams traditional and SharePoint communities / Yammer Define the workloads that should default go to cloud; open up self service provisioning Microsoft Confidential MySite Marketing Campaign Start Fresh Marketing Campaign Support Plan Notifications

On-Prem MySite had notifications to use Office 365 instead Focus on a start fresh message Prepare support teams traditional and SharePoint communities / Yammer Define the

15 SharePoint Online Migration Journey Move to cloud while maintaining an excellent employee experience Classify sites by common workloads and usage Ensure base services are set up and ready to go Enable hybrid scenarios Run marketing campaigns for self-migration Reduce the onprem footprint Move sites that are high value Migrate using a centralized team Refactor customizations to the app model where possible

16 Migration Process

17 1) Pre-Migration Analysis Run MetaVis pre-migration analysis (free from Protiviti) Identify trouble areas Create go-forward plan: delete, mitigate, re-build These become items on your project plan and areas to pay attention to in testing

Create go-forward plan: delete, mitigate, re-build These

18 Execute go-forward plan 2) Migration Planning Run Sharegate Migration simulator (free) to make sure everything is resolved Run test migrations for timing Plan for sprints using point system

19 3) Migration Sprint Planning Use sites as sprint tasks Anything extra is a separate task Includes testing and UAT activities

20 4) Cutover and Conversion When do you switch over to the new site? Can run a delta migration, but takes a long time

21 Lessons Learned

22 Gracias! Erica Toelle

Microsoft SharePoint Architectural Models

Microsoft SharePoint Architectural Models Microsoft SharePoint This topic is 1 of 5 in a series Introduction to Fundamental SharePoint This series is intended to raise awareness of the different fundamental architectural models through which SharePoint