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Christian buckleymastering sharepointmigrationplanning-spsbe28

Date post:19-Dec-2014
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In this session, we will walk through a five-point migration methodology that supplements existing project management processes with a more holistic view of what it takes to successfully migrate your environments. We’ll examine tactical steps, and provide guidance on this iterative approach, focusing heavily on information architecture and governance. Attendees will leave with a clear picture of the gaps within their current planning efforts, and actionable steps to get back on track.
  • 1. #SPSBEMastering SharePoint Migration Planning#SPSBE28Christian Buckley, Axceler

2. My BackgroundChristian Buckley, Director of Product Evangelism at AxcelerMicrosoft MVP for SharePoint ServerMost recently at Microsoft, part of the Microsoft Managed Services team (now Office365-Dedicated) and then Advertising OperationsPrior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaborationCo-founded and sold a collaboration software company to Rational Software. At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), onboarding numerous high-tech manufacturing companies, including Hitachi, Matsushita, and SeagateCo-authored Implementing Microsoft SharePoint 2010 Real-World Projects (MS Press, March 2012) and 3 books on software configuration management.Twitter: @buckleyplanetBlog: buckleyplanet.com Email: [email protected] Cell Twitter [email protected] 425.246.2823 @buckleyplanethttp://buckleyplanet.com 3. Get the BookJust released from Microsoft PressOrder your copy at http://oreil.ly/qC4loTTackle 10 common business problems with provenSharePoint solutions Set up a help desk solution to track service requests Build a modest project management system Design a scheduling system to manage resources Create a site to support geographically dispersed teams Implement a course registration system Build a learning center with training classes andresources Design a team blog platform to review content Create a process to coordinate RFP responses Set up a FAQ system to help users find answers quickly Implement a cost-effective contact management systemEmail Cell [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com 4. Why is this presentation important? Most content focused on the technical aspects of migration Migrations are not so much about the technical act of moving the data (although very important), but more about the planning that goes into preparing for the migrationEmail Cell [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com 5. Why is this presentation important? Its not about the minutia of scripting methods to execute a hybrid database attach upgrade of your environment Were here to discuss the sometimes technical, but much more hip exercise of proper migration planning This is the Jack Bauer of migration presentations, peopleMy weapon today.PowerPointEmail Cell [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com 6. Clich #1This is your technical migration, i.e. thephysical move of content and bitsEmail Email Cell Twitter Cell Twitter [email protected] [email protected] @buckleyplanet425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com 7. This is the bulk of your migration the planning, reorganization, and transformation of your legacy SharePointenvironmentEmail Email Cell Twitter Cell Twitter [email protected] [email protected] @buckleyplanet425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com 8. Clich #2They have layersThey stinkThey make you cryEmail Email Cell Twitter Cell Twitter [email protected] [email protected] @buckleyplanet425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com 9. Clich #3Email Email Cell Twitter Cell Twitter [email protected] [email protected] @buckleyplanet425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com 10. What motivates migration?Platform Platform VisionUpgradeFeatures Operational goalsCost-savings Technology-driven Business valueTechnology-drivenBusiness valueEmailCell [email protected] @buckleyplanet http://buckleyplanet.com 11. Why are migrations difficult? MigrationsMigrationsMigrations areMigrations are are phased are iterative error prone not the end goal Should not bePlanning should not beThere is no easy Proper planning anddetermined by the limited by the numberbutton for migrationchange managementtechnology you useof migration attemptspolicies will help you toyou make, or by the You can run a dozen be successful with your Match the needs and volume of contentpre-migration checkscurrent and futuretiming of your contentbeing movedand still run intomigrationsowners and teams problems Recognize the need to Your goals should be a Be flexible, moving test the waters, to Admins and end usersstablesites and content based move sites, contentdo things that are notenvironment, relevanton end user needs, notand customizations inby the book metadata, discoverablethe limitations of thewavescontent, and happytechnologyWatch for end users Allow users to test andcustomizations, 3rdprovide feedback party tools, and line of business apps that run under the [email protected]@buckleyplanet http://buckleyplanet.com 12. Why do migrations fail? Wrong question. Why do SharePoint deployments fail? Right question.Email Cell [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com 13. A general lack of planningBut we planned this for weeksDid you involve your end users?Sort of.Did you identify the key usecases, and prioritize them?No.Did you make the processiterative, folding what you learnedback into your migration activities?Um...Email Cell [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com 14. Where should you focus?Map out the existing environment Update the look and feelUnderstand the business priorities Create an audit process for ongoing maintenanceModel your planned environment Develop a back up and disaster recovery planRun a detailed discovery of what should be migrated Update systems to latest builds and service packsConduct detailed capacity planning Establish a sound governance modelIdentify roles and responsibilities Identifies throttles and limitationsUnderstand your audience and topology Understand and plan for new functionalityAnalyze usage and activity Focus on functionality, then look and feelKnow your storage needs Develop a communication strategyTrack and plan for each customization Create a governance websiteCreate a detailed migration schedule Run PreUpgradeCheck a few dozen timesOrganize granular requirements by team Have an anti-virus and maintenance planPlan to migrate or index file shares Plan for migration from other ECM platformsReplace third party tools with out-of-the-box functionality Consolidate or reduce the number of SharePoint versionsCreate or refine your metadata and taxonomysupportedMap content to new information architecture Understand performance metrics for the systemCleanup permissions Know your stakeholdersOptimize information architecture for search Assign metadata to the new information architectureStage your platform for migration Develop a detailed test planCoordinate with your operations team Get signoff on all major design and architectural decisionsRoll out new features Decide where and when to use end usersPlan for where and when to involve the users Establish strong change management policiesDevelop and track key performance indicators Expand the footprint to mobile or the cloudEmail Cell TwitterTrain your end users on new functionality Blog Understand and focus on the organizational [email protected] 425.246.2823 @buckleyplanethttp://buckleyplanet.com 15. What tools are in your toolbelt?Email Cell [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com 16. 5 Steps to Mastering Migration Planningor better stated, 5 areas of focus that will help your overall SharePoint deployment to be successful Scope Process Data layer Transformation Continuous improvementEmail Cell [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com 17. 1. Understand the scopeEmail Cell [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com 18. Email Email Cell Twitter Cell Twitter [email protected] [email protected] @buckleyplanet425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com 19. Is it better to ask users what they wantor need before introducing a newtechnology,or to demonstrate the new technologyand then ask them what they want orneed?Email Cell [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com 20. Ask the questions What is your role? How do you accomplish your job today? What is currently automated, and how? Are there gaps in your business processes? Can these be solved through process, or do they require technology? Where is the business experiencing pain?Email Cell [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com 21. Build the use cases Role-specific Keep them simple Dont make judgment calls, just identify themEmail Cell [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com 22. Prioritize the actionsEmail Cell [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com 23. Refine the scope Incorporate feedback from the team Clearly define and publish the criteria Consistently review Keep a running list Build out quickly and test Be flexibleEmail Cell [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com 24. Where to start? As part of your discovery process, conduct an overall health checkUsage / ActivityPermissionsStorageAuditPerformanceEmail [email protected] [email protected] http://buckleyplanet.com 25. 2. Focus on the processEmail Cell [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com 26. Common Project MethodologyEmail Cell [email protected] 425.246.2823 @buckleypl

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