Don't Just Migrate – Transform Your SharePoint

Environment

Christian Buckley

Axceler

@buckleyplanet

Christian Buckley, Director of Product Evangelism at Axceler

• 20+ years in hi-tech

• Most recently at Microsoft

• Microsoft Managed Services (now BPOS-Dedicated)

• Advertising Operations, ad platform API program

• Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration

• Co-founded and sold a collaboration software company to Rational Software. Also co-authored 3 books on software configuration management and defect tracking for Rational and IBM

• At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), managing deployment teams to onboard numerous high-tech manufacturing companies, including Hitachi, Matsushita, Seagate, Nortel, Sony, and Cisco

• I live in a small town just east of Seattle, have a daughter in college and 3 boys at home, and I just celebrated my 20th wedding anniversary

My background

• Improving Collaboration for 16+ Years● Mission: To enable enterprises to simplify, optimize, and

secure their collaborative platforms● Delivered award-winning administration and migration

software since 1994● Over 2,000 global customers

• Dramatically improve the management of SharePoint

● Innovative products that improve security, scalability, reliability, “deployability”

● Making IT more effective and efficient and lower the total cost of ownership

• Focus on solving specific SharePoint problems (Administration & Migration)

● Coach enterprises on SharePoint best practices● Give administrators the most innovative tools available● Anticipate customers’ needs● Deliver best of breed offerings● Stay in lock step with SharePoint development and market trends

Axceler overview

Why Migrate?

Email Cell Twitter Blogcbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net

This is your technical migration, i.e. the physical move of content and “bits”

3/31/2011 6

This is the bulk of your migration – the planning,

reorganization, and transformation of your

legacy SharePoint environment

• Microsoft defines migration as three separate activities:

• The reality is that a single migration usually includes all three

What is migration?

Move• Use the procedures

for moving a farm or components when you are changing to different hardware. For example, use these procedures if you move to computers that have faster processors or larger hard disks.

Migrate• Use the procedures

for migrating a farm or components when you are changing to a different platform or operating system. For example, use these procedures if you change from Microsoft SQL Server 2005 to SQL Server 2008.

Upgrade• Use the procedures

for upgrading a farm or components when you are changing to a different version of Office SharePoint Server 2007.

What is migration?

• Intranet• Extranet• Mobile• Cloud• New hardware

• More social media tools

• Dashboards• Search

Expanding your SharePoint

footprint

Moving to the

latest, greatest platform

Transforming what you

did with 2003/2007 to

meet your

organizational vision

Why migrations are difficult:

Migrations are phased

Migrationsare iterative

Migrations are

error prone

Migrations are

not the end goal

Managing a migration is kind of like cooking from a recipe

What is the right recipe for your SharePoint migration?

Recipe for Migration Transformation

5 Ways to Burn Your Toast(or, avoiding the common pitfalls)

Rush through the process

Don’t identify all of your customizations

• What kinds of customizations are on your source system?• UI design• Web parts• Workflows• Line of business applications• 3rd party tools• Custom features• Site definitions• Field types• Custom SharePoint solutions• Any changes to the file system on your SharePoint servers

• Pre-Upgrade Check provides some of the analysis

• How many of those customizations are outside of the SharePoint framework?

• Are there any customizations which can be replaced by out-of-the-box functionality?

Treat all sites the same

Don’t test

Go in without a rollback plan

9 Ingredients for a Gourmet Migration

(or, the benefits of transformation)

Consolidated Content Types

• It’s basically a definition of an artifact that can be stored in a SharePoint site. For example:● A project document, including

• File type• Date created• Author• Last modified

● It is part of a workflow, including• Who needs to approve• Date of approval

● It includes information management policies that• Cannot be edited once approved

Cleaned Folder Structures

Refined Keyword Taxonomy

Standardized site structure and templates

Site Templates• Group Work Site• Visio Process Repository• Assets Web Database• Charitable Contributions Web Database• Contacts Web Database• Issues Web Database• Projects Web Database• Business Intelligence Center• Enterprise Search Center• Basic Search Center• FAST Search Center• Enterprise Wiki

Which SharePoint 2010 Site Template is Right for Me? Todd Baginski, http://bit.ly/6ENap9

Sub-Site Templates• Team Site• Blank Site• Document Workspace• Blog• Group Work Site• Visio Process Repository• Basic Meeting Workspace• Blank Meeting Workspace• Decision Meeting Workspace• Social Meeting Workspace• Multipage Meeting Workspace• Assets Web Database• Charitable Contributions Web Database• Contacts Web Database• Issues Web Database

• Projects Web Database• Document Center• Records Center• Business Intelligence Center• My Site Host• Personalization Site• Enterprise Search Center• Basic Search Center• FAST Search Center• Enterprise Wiki• Publishing Portal• Publishing Site• Publishing Site With Workflow

Consistent navigation

Simplified environment

MOSS 2007

SPS 2003

Tightened permissions

Leverage new functionality

1. Social tools

2. Service applications

3. Displacing custom code

4. Document IDs

5. Document sets

Email Cell Twitter Blogcbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net

• SharePoint 2010 offers many services OOTB● Search● Excel Services● BCS● Project Server● Web Analytics● Access● Performance Point● Visio● Word● Office Web Apps● People

• These centrally managed services allow for greater control across the enterprise

● Have your cake and eat it through centrally managed services

Improved governance

6 Keys to Reach Outside the Kitchen(or, things that most developers forget to do, but will

make your project successful in the long run)

Build your environment with business solutions in mind

• What is the entire customer experience?● Wait staff● Hostess● Ambiance● Décor● Reservation process

• Use cases• Recognition that not everything

requires a technical solution

Include your end users

• Where end users should be involved:• Creation of use cases• Creation of as-is documentation• Prioritization of requirements for to-be environment• They know their content – let them drive

• File share migrations, or organization• Taxonomy development• Metadata assignment• Signoff on overall project plan

Map out your information infrastructure

Conduct thorough capacity planning

• Understand your current environment:• Number of users• Number of sites• Number of site collections• Database size• Geographical needs of your organization (how many sites, what

are their usage patterns)• Line of business application integration

• Think about your future needs:• User growth

• Estimates on site creation

• Estimates on database growth

• Map out your:• Hardware

• Topology

• Performance requirements

• Security requirements

• Scalability

• Disaster recovery

• Business continuity

Build out a balanced schedule

• What are the business drivers, not just the technology drivers?

• Cost• Time• Resources/People

• Do you have a defined project methodology?

• The schedule should be defined only after you understand the broader plan, set your priorities, and get management buy-in.

Train people on the new platform

In Conclusion…..(or, the last section before the end of the presentation)

Remember, there is no such thing as a homogenous deployment

Your Feedback is Important

Please fill out a session evaluation form drop it off at the conference

registration desk.

Thank you!

• Christian Buckleycbuck@axceler.com+1 425-246-2823@buckleyPLANETwww.buckleyPLANET.com

• Additional Resources ● Enabling Social Media through Metadata http://slidesha.re/gdjoaz● Managed Metadata in SharePoint 2010, Scott Singleton http://

slidesha.re/hNPeAQ● The Battle for Metadata in SharePoint 2010, Michal Pisarek http://

bit.ly/g7vFWN

Contact me