Today’s Webinar
SharePoint 2013 – The Essential Migration Process
Presenter:
Jay Mehta
SharePoint Consultant & MCT
Objectives
The Essential Migration Process to SharePoint 2013
How to migrate the content database to SharePoint 2013
How to migrate the service applications database to SharePoint 2013
How to migrate the site collections to SharePoint 2013
How to migrate the user experience to SharePoint 2013
How to migrate workflows to SharePoint 2013
How to manage disruptions and downtime
How to validate successful migration
Q&A
The Essential Migration Process to SP 2013
Reasons to Migrate to SharePoint 2013
Obviously not for minor changes
ROI
Social Enterprise & WCM
Strong and Effective Enterprise Search
Sharing
Increase End User Productivity
Apps and the Marketplace
Improved BI for Decision Makers
Governance Automation
Easy moving from SharePoint 2013 to Office 365
The Essential Migration Process to SP 2013
Server Prerequisites
Remove previous version of SharePoint.
To use existing hardware
Backup your farm using SharePoint backup tool OR PowerShell
Uninstall Old SharePoint version and other dependent products
Find more details on TechNet about Hardware and Software for SharePoint 2013.
The Essential Migration Process to SP 2013
End Client Software Requirement
Office 2010 or Office 2013
Full Offline and integrated experience
SharePoint Designer
SPD 2010 only works for SP version 14 sites
SPD 15 works for both SP versions 14 and 15 sites
Web Browser
Internet Explorer 8 or higher
Firefox (Latest version)
Chrome (Latest version)
Apple Safari (Latest version)
Understanding Migration – Process & Checklist
Migration Methods
Database Attach
Supported Databases for Database Attach Method
Content Databases Project Databases Search Admin Database Profile Database
Social Database Managed Metadata Databases Secure Store Database Access Database
Understanding Migration – Process & Checklist
Migration Methods
Database Attach
Unsupported Databases for Database Attach Method
Configuration Databases Sync Database Search Index Databases
In-Place Farm Upgrade (NOT SUPPORTED for V2V)
Understanding Migration – Process & Checklist
Preparing Check list
Content Databases
Service Applications
Farm/Web Application
Farm Settings
List down all the customizations
Plan Upgrade Performance
Objectives
The Essential Migration Process to SharePoint 2013
How to migrate the content database to SharePoint 2013
How to migrate the service applications database to SharePoint 2013
How to migrate the site collections to SharePoint 2013
How to migrate the user experience to SharePoint 2013
How to migrate workflows to SharePoint 2013
How to manage disruptions and downtime
How to validate successful migration
Q&A
Migrate Content Databases to SP 2013
PowerShell Commands
SharePoint Farm
Upgrade-SPFarm
Content Database
Mount-SPContentDatabase
Test-SPContentDatabase
Upgrade-SPContentDatabase
SharePoint Site
Test-SPSite
Repair-SPSite
Upgrade-SPSite
Objectives
The Essential Migration Process to SharePoint 2013
How to migrate the content database to SharePoint 2013
How to migrate the service applications database to SharePoint 2013
How to migrate the site collections to SharePoint 2013
How to migrate the user experience to SharePoint 2013
How to migrate workflows to SharePoint 2013
How to manage disruptions and downtime
How to validate successful migration
Q&A
Migrate Service Apps Databases to SP 2013
PowerShell Commands
New-SPBusinessDataCatalogServiceApplication
New-SPMetadataServiceApplication
New-SPPerformancePointServiceApplication
New-SPProfileServiceApplication
New-SPProjectServiceApplication
New-SPSecureStoreApplication
New-SPSubscriptionSettingsServiceApplication
Restore-SPEnterpriseSearchServiceApplication
Upgrade-SPEnterpriseSearchServiceApplication
Upgrade-SPEnterpriseSearchServiceApplicationSiteSettings
Objectives
The Essential Migration Process to SharePoint 2013
How to migrate the content database to SharePoint 2013
How to migrate the service applications database to SharePoint 2013
How to migrate the site collections to SharePoint 2013
How to migrate the user experience to SharePoint 2013
How to migrate workflows to SharePoint 2013
How to manage disruptions and downtime
How to validate successful migration
Q&A
Migrate Site Collections to SP 2013
Deferred Site Collection Upgrade
Faster upgrade approach
It is the replacement of Visual Upgrade feature
Visual upgrade preserves old master pages, CSS and HTML files only where deferred site collection upgrade preserves many things, even Features.
This upgrade allows you to use previous version of SharePoint UI seamlessly.
Main difference – Site Collection (SPSite) UI will be upgraded granularly instead of Site (SPWeb).
“Once the site collection is upgraded then it cannot be rolled back.”
Migrate Site Collections to SP 2013
Feature Fallback Behavior
SP 2013 Features List
SP 2013 Features SP 2010
Features
SP 2013 Features
Only
Deprecated Features -
“Hidden”
SP 2010 Features List
SP 2010 Features replaced
by SP 2013 Features
SP 2010 Features
OnlySP 2010 Deprecated
Features
SP 2013 Mode
Lookups
SP 2010 Mode
Lookups
Objectives
The Essential Migration Process to SharePoint 2013
How to migrate the content database to SharePoint 2013
How to migrate the service applications database to SharePoint 2013
How to migrate the site collections to SharePoint 2013
How to migrate the user experience to SharePoint 2013
How to migrate workflows to SharePoint 2013
How to manage disruptions and downtime
How to validate successful migration
Q&A
Migrate – Customizations & SP 2013 UI/UX
Understand Customization Categories
UI
Information Structure
Back-end Service Applications
3rd Party Customizations
SharePoint 2013 User Experience
SP Mode 14
SP Mode 15
Objectives
The Essential Migration Process to SharePoint 2013
How to migrate the content database to SharePoint 2013
How to migrate the service applications database to SharePoint 2013
How to migrate the site collections to SharePoint 2013
How to migrate the user experience to SharePoint 2013
How to migrate workflows to SharePoint 2013
How to manage disruptions and downtime
How to validate successful migration
Q&A
Set up Windows Server 2012 server with SQL Server 2008 R2 / 2012 and SharePoint 2013
farm
Copy the SharePoint Server 2010 Content Database(s) to the SharePoint 2013 Server
farm i.e. Backup SharePoint 2010 content databases and Restore to target SQL Server
A. Create SharePoint 2013 Web Application
B. Attach and upgrade the content database(s)
Upgrade the site collection(s) using deferred site collection upgrade method
Activate and Verify SharePoint OOTB Workflows Feature
Migrate SharePoint OOTB Workflows
Enables SharePoint 2010 Workflows to work in SP 2013
Negotiates between two versions of SharePointWF in SharePoint 2010
AWS in SharePoint 2013
Supports Stages and Loops, can call Web Services, WCF, REST & JSON
Enhanced rich email editor
Migrate SharePoint Designer Workflows
SharePoint Designer Workflow Stages
Each stage has an entry point and gate
Primary core in Workflow 4 flow step in a flow chart
It can contain multiple steps
Mitigates SharePoint Designer loop limitation
Migrating SharePoint Custom Workflows
1. Custom SharePoint Workflow Activities
2. Associated Custom Forms with WorkflowsA. Workflow Initiation Forms
B. Workflow Association Forms
C. InfoPath Forms compatibility
3. Third Party Workflows compatibility
1. Consider the SharePoint 2010 and 2013 GAC location
2. Modify .CSPROJ file of Custom SharePoint Solution
• Target Framework Version should be v4.5
• Target Office Version should be 15.0
3. Modify Package designer
• SharePoint Product Version = 15.0
4. Reload the Project and verify the references to SP 15 API
5. Add your business / code logic to Web Service / WCF Services
An approach to Workflow Migration using Visual Studio 2012
Objectives
The Essential Migration Process to SharePoint 2013
How to migrate the content database to SharePoint 2013
How to migrate the service applications database to SharePoint 2013
How to migrate the site collections to SharePoint 2013
How to migrate the user experience to SharePoint 2013
How to migrate workflows to SharePoint 2013
How to manage disruptions and downtime
How to validate successful migration
Q&A
Understand Downtime & Disruption
Migration –what can’t be?
PowerPoint Broadcast site collection
Content Editor Web parts are no longer supported? Any replacement? Script Editor Web part.
Performance
Farm Topology
URL Changes after the migration
Governance and Notification Plan
Customization – Code and Codeless
Clean-up the Environment
Objectives
The Essential Migration Process to SharePoint 2013
How to migrate the content database to SharePoint 2013
How to migrate the service applications database to SharePoint 2013
How to migrate the site collections to SharePoint 2013
How to migrate the user experience to SharePoint 2013
How to migrate workflows to SharePoint 2013
How to manage disruptions and downtime
How to validate successful migration
Q&A
Validate Migration
Validate Migrated Environment
Review and Validate Web Applications
Review and Validate Services
Validate External Data Sources
InfoPath
BCS Connections (External Content Types and External Lists)
Excel Services connections
External targets for Enterprise Search
Authentication Providers
Customization defects and fixes