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THE DEFINITIVE GUIDE TO BETTER SHAREPOINT MIGRATION PLANNING

TABLE OF CONTENTS

Preparing SharePoint Don’t Forget Your End

10 15
Introduction
3 for Redesign of your
Information Architecture
Users in Your Migration
Planning

Why You Should Plan Understand the SharePoint TweetJam Recap:

4 Now, Migrate Later

11 Migration Schedule 17 SharePoint Migration
Best Practices

Understanding the The Top 5 SharePoint About Metalogix

7 Scope of your
Migration
13 Migration Pitfalls and
How to Avoid Them
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INTRODUCTION
Migration is a roadblock to moving
forward with your SharePoint strategy.
Search the web and you’ll find plenty
MIGRATIONS ARE PHASED. How and what you migrate should not be
of content that seems helpful at first determined by the technology you use – it’s about matching the needs and
glance, but leaves you wanting. Backup timing of your content owners and teams. A migration should be flexible,
your hardware. Check. Analyze your helping you to move sites and content organically based on those end user
existing content. Check. Prepare your needs, not the limitations of the technology.
users. Check. But what these articles
fail to provide is any kind of practical MIGRATIONS ARE ITERATIVE. Your planning should not be limited by the
guidance. number of migration attempts you make, or by the volume of content being
moved. A healthy migration recognizes the need to test the waters, to move
sites, content and customizations in waves, allowing users to test and provide
The truth is, migrations are feedback.
phased, iterative, error prone,
and not your goal. MIGRATIONS ARE ERROR PRONE. Drag-and-drop SharePoint migration
does not exist in the real world. Maybe for plain vanilla sites without any
degree of customization, but these sites are few and far between. There is no
“easy” button for migration.

MIGRATIONS ARE NOT THE GOAL, but proper planning and change
management policies will help you to be successful with your current and
future migrations. The goals should be a stable SharePoint environment,
relevant metadata, discoverable content, and happy end users.

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WHY YOU SHOULD PLAN NOW, MIGRATE LATER

in the planning and preparation and people cut corners. They don’t do the
architecture around those bits. Get that hard work up front. They treat this
planning right and not only will your powerful, complex business platform
migration go more smoothly, but – and as they would any other generic server
this is the business ROI kicker – you will or service within their environment:
dramatically reduce the future costs of they install, hand out permissions, and
support and maintenance. then walk away. That’s right: they install
SharePoint, add their users, and give
If we’ve learned anything in more than How so, you say? There really aren’t planning their minimal attention. It’s
a decade of working with SharePoint it any secrets. Plan ahead, and you will the “SharePoint Hail Mary” football pass
is that migration is more than moving mitigate risks. Clean up your content, that they hope someone is able to catch
bits between servers. When I joined your information architecture, and your way, way down the field and take it in
Microsoft back in 2006, my organization change management processes as part for a touchdown (if I can borrow a US
was tasked not only with creating of the migration process (even before football metaphor).
a hosted version of the SharePoint you begin to think about migration) and
platform (now part of Office365), but you will have a healthier system going Which is not to say that you cannot get
we were still responsible for the vast forward. immediate business benefit from using
majority of SharePoint deployments SharePoint out-of-the-box, foundational
internally at the company, and for Of course, there is no easy button. The planning. People will continue to add
migrating those systems to the latest reason so few SharePoint migrations their content to whatever mess of
version -- at that time from SharePoint (and initial deployments, for that content has been migrated from the
Portal Server 2003 to SPS 2007. We matter) lack proper planning is not previous system, they’ll configure and
made many mistakes, and we came because people don’t know what to customize their sites, and they’ll do
to understand that the real work is do (for the most part). It’s because their best to make it all work. But what

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happens progressively over time is

that Administrators will have trouble
scaling SharePoint to meet the growing SO WHAT ARE THE AREAS ON WHICH YOU SHOULD FOCUS YOUR PLANNING
demands. Support becomes more AS YOU PREPARE TO MIGRATE? WHILE NO SINGLE STRATEGY WILL FIT EVERY
painful, with end user requests taking ORGANIZATIONAL CULTURE, MY EXPERIENCE IN SHAREPOINT, OTHER
longer and longer to fulfil. Maintenance COLLABORATION PLATFORMS, AND 20+ YEARS IN PROJECT MANAGEMENT
costs (time and money) grow. User AND BUSINESS ANALYST ROLES CAN BE PARED DOWN TO FIVE AREAS OF
adoption is affected, and the overall FOCUS:
perception of SharePoint’s business
value declines.

• Understanding the scope up front before you start building / migrating

The other common scenario is that of
the reluctant leadership team to fund • Establishing and following a defined project methodology so that your
the up-front planning effort. They may activities are predictable and measurable
believe that the goal should simply be to
• Documenting your information architecture and being clear on
get SharePoint up and running quickly,
ownership across the organization
so that people can be productive. But
the shotgun migration method is like • Moving one workload at a time. Utilizing an iterative and transformative
buying an 80cc motorbike and trying to strategy, focusing on key use cases first, expanding over time
merge with traffic on the highway, when
• Creating a culture of continual improvement, which is your change
what you really need is a 1200cc engine
management process
that can keep up with – and surpass –
the other vehicles on the road.

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From the surface, there is nothing While Metalogix is the recognized leader in SharePoint migrations, we also provide
different in your methodology for solutions for the detailed pre-migration planning efforts your organization is going
planning a migration than working with through, we can help ensure that your migration is as quick and effective as possible,
any other enterprise platform, and yet and we have the leading solutions on the market for enabling you to automate and
so few implementations seem to follow optimize SharePoint post-migration:
these best practices. Administrators and
end users are hungry for the content,
and for best practices. The difficult part • For pre-migration analysis and planning check out our free Migration
is moving from the theoretical to the Expert product.
practical application. Where do you
begin? More importantly, if SharePoint • To help with your system clean-up and organization prior to migration,
is already off-track, how do you get it and to help automate administration and governance following your
back on track? migration, take a look at ControlPoint.

• And for the fastest and most comprehensive migration solution on the
market, check out Content Matrix.

The Metalogix team is invested in helping our customers reduce the risks and
improve the success of SharePoint migrations. While there’s no easy button, our
solutions go a long way in helping you to achieve your business goals.

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UNDERSTANDING THE SCOPE OF YOUR MIGRATION

How do you know when your migration Here’s how it typically plays out: initially,
has been successful? There are a your goal is to migrate 500 existing
number of measurements or milestones sites and their content to the latest
you can use, depending on the business SharePoint version. Midway through
drivers for your migration. Whether the project, the management team
your migration happens over a single decides they also want to include My
weekend, or as a phased and iterative Sites (which were to be left to a later
Scope creep is a familiar term to most process spread out across multiple phase) and some of the new social
of us, yet it continues to permeate weeks, you will likely migrate teams and media capabilities. Fine. You extend
our teams and cripple our projects, systems and sites by business priority, the schedule a week so you have time
sometimes unfettered. There is one and divide the complex integrations and to work with the end users to capture
way to stop scope creep within your customizations by level of difficulty and requirements and modify the plan. The
SharePoint migration planning -- have business-criticality. management team grumbles at the
your project deliverables defined up delay, but agrees.
front, at project launch. Know what Having clear success metrics defined
it means to complete the project. up front will help your team (and, A couple weeks later, an executive
Have it documented and approved more specifically, your management) realizes the plan does not include key
by the project stakeholders and your to see the progress being made. integration to the home-built ticketing
executive sponsor. Of course, that More importantly, having a defined system built on top of Dynamics CRM,
implies that you know the scope of your conclusion will keep other new (albeit and insists the effort fits within the
project, with the content, information important) features from slipping into scope. You attempt to extend the
architecture, web parts and solutions, the requirements after-the-fact, bloating project schedule by 6 weeks for this
and all other configurations that need to the project plan and extending the massive new requirement, but the rest
be upgraded, moved, and migrated. project indefinitely. of the management team becomes

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upset, and there begins to be some

infighting. Not your fault, of course, but
WHAT IS A SUCCESSFUL MIGRATION? WHAT ARE THE RIGHT MEASUREMENTS?
you get some of the blame anyway. And
POSSIBLE METRICS MIGHT INCLUDE:
while the leadership team seems to
understand the gravity of what has been
• The successful migration of a target number of end users to the new piled on the SharePoint team, there is
platform (100% of users is ideal, yes, but is 85% acceptable? Probably). still this belief that the original project
timeline -- which was communicated to
• Or maybe success means that a targeted number of sites have been the board -- is still what your team has
migrated, with a specified amount of content (maybe 90% of the content committed to delivering.
databases moved).
Sound familiar? Even the best project
managers can get side-lined by office
• Another key measurement might be a percentage of file shares migrated,
politics if they don’t take the steps up
and their hardware decommissioned.
front to clearly define and document the
scope of the project -- and get sign-off.

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These are all valid metrics. The idea If you’re looking for help in identifying
here is to define the scope of your the scope of your migration, you may
project – and the measurements for want to download our free migration
success – up front, as part of your assessment tool, Migration Expert, Download Migration
bottom-up and top-down sign-off -- so providing you with a quick dashboard
Expert Today >
that it is clear to everyone (including view into your sites and content. This
yourself) when goals have been free, fast, and powerful tool will help
reached, when commitments have you identify many of the issues that
been met, and when your migration can otherwise cause roadblocks in a
can be positioned as successful. Know successful migration.
your migration KPIs, and you’ll be able
to manage the scope creep when it
inevitably rears its ugly head.

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PREPARING SHAREPOINT FOR REDESIGN OF YOUR INFORMATION

ARCHITECTURE
As part of this assessment and USAGE AND ACTIVITY REPORTS,
prioritization process – you should such as page views, unique users, usage With these metrics and reporting,
review your SharePoint site metrics. trends, and top sites visited. These you can more accurately map
Studying your metrics will help you to are key to understanding who is using out the structure of your current
understand how SharePoint is actually SharePoint, and possibly the content environment and understand which
being used, allowing you to better and sites which can be archived or
sites and site collection are used most
prioritize which sites and content might deleted due to inactivity.
heavily, and may therefore deserve a
need to be migrated / reorganized first,
higher priority. As you begin to plan
because the teams that use them are STORAGE REPORTS are a critical your future environment (whether
very active and rely on SharePoint for part of planning, with site and trend through migration, or in a brand new
their day-to-day business. There are reporting helping you with your capacity deployment), this data will help you
many metrics that need to be reviewed and performance planning efforts.
but some often overlooked metrics you identify gaps between the current
need to review and consider include: environment and your new information
AUDIT REPORTS provide an even architecture, giving you a clear picture of
more detailed view into how people are the work necessary to cross those gaps.
PERMISSIONS BY USER, by Active
using your environment, and are a way Until you have an accurate picture of
Directory or SharePoint group, or by
to filter through the SharePoint audit where you are today, you will not be able
permission level for your target site/s.
logs to track events by user, date, scope,
So much of SharePoint revolves around to properly estimate the number of gaps
site, and URL.
permissions, that having a clear picture – or size of those gaps – and the effort
of who is in the system and what needed to meet your business goals.
they can do is essential to your future
planning.

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UNDERSTAND THE SHAREPOINT MIGRATION SCHEDULE

When people think schedule, they of these issues impact the schedule, but
2
WORK WITH KEY STAKE-
generally think project timeline -- a work have nothing to do with the technical HOLDERS AND END US-
breakdown structure of the business activity of migration. ERS TO REFINE AND SET
and technical tasks, culminating in a PRIORITIES
product or service going live. But with There’s more to a project schedule
your SharePoint migration planning, it that a list of tasks. Understanding the
is equally important to understand the drivers will help you better understand

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GET BOTH BOTTOM-UP
business drivers behind the migration, the project priorities, or allow you to (END USER) AND TOP-
not just the technology drivers. negotiate terms with various teams, DOWN (MANAGEMENT)
vendors, and stakeholders when
BUY-IN ON THE PLAN
Are there cost implications for decisions need to be made or risks to be
maintaining the current hardware, and mitigated. To ensure that your project
is a migration is going to allow you to is on-time and meets stakeholder
reduce your footprint and repurpose (i.e. management) expectations, the
or reduce hardware? Is the project schedule should be defined only after
schedule based on realistic goals, or you:
While these sound obvious, it is
arbitrary dates set by a manager who
amazing how many projects get
wants to please the board of directors

1
by “launching SharePoint 2013 by end of
UNDERSTAND AND off the ground without following
Q1” regardless of the impacts? Do you DOCUMENT THE “FUTURE even the simplest of project
have the necessary skill sets on your STATE” OF YOUR management best practices.
team to accomplish the work, or service SHAREPOINT
providers (also with the right skill sets) ENVIRONMENT
engaged and ready to begin working? All

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That’s my high-level planning advice, but what about some specific advice? What are some common pitfalls in migration
planning? Where do people go wrong? Well, here are some additional -- and much more granular -- activities that you should
definitely include in your plans:

• Allocate time to backup your systems • Create a communication plan for • Make time for ample testing. The
before attempting any migration. your end users and partners to regularly tendency is to chip away at testing as
Most migrations follow Murphy’s Law help them understand what is next on other aspects of the schedule tighten.
-- anything that can go wrong will go the plan and what has been completed, Don’t do it. This is your last stand to find
wrong (if you don’t have a backup). including what is being migrated, and issues before releasing the new system
(hopefully) how long it will take to to the end users. Use testing time for
complete the migration. People will testing.
tolerate schedule slippage if they know
what is happening. Keep people in the
know.

Include a lock down period when no servers should be added or moved.

Having a baseline for your testing is just common sense. Don’t make it
any more complicated than it already is.

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THE TOP 5 SHAREPOINT MIGRATION PITFALLS AND HOW TO

AVOID THEM
If you’ve seen me present, you know for example, data model and taxonomy
TREATING ALL
that I love lists of practical information flaws may not show up for months
down the road – and it is harder and
3 SITES AND END
– and content that is actionable. One
of the lists I’ll be presenting this week
more expensive to correct the problems USERS THE SAME.
later.
contains some of the most common
Three out of four teams may use
SharePoint migration pitfalls and how NOT IDENTIFYING
to avoid them: 2 ALL OF YOUR
SharePoint out-of-the-box, but treating
that fourth team – with their custom
workflows, extensive dashboards, and
RUSHING THE CUSTOMIZATIONS.
1 PROCESS. If you’ve performed previous SharePoint
customized integration to the CRM
system – the same way as the other
would be disastrous. Why? The OOTB
migrations, then you have likely run sites should, in theory, migrate cleanly,
In the movie Spaceballs (I love to quote
into the pain of digging through error but the fourth site will need care and
classic American films), the antagonist’s
logs to find out why a migration failed hand-holding. Treating them the same
spaceship overshoots their target
– only to come across a rogue web part could break the site, leaving the team
by miscalculating their jump into
or custom site design. As Murphy’s that actually uses SharePoint in turmoil.
hyperspace by fractions of a percentage,
Law dictates, these failures always Understand the individual needs and
landing them in the wrong galaxy (and
happen at the most inconvenient time: requirements of each team, especially
with a plaid vapor trail). The point
over a weekend, during crunch time. your power users – the folks who
here is that small mistakes in rushed
In addition, they usually cause the depend on SharePoint day in and day
planning cycles can lead to huge gaps
maximum amount of duress to you, out.
further down the road, which can be
your management team, and your end
expensive to overcome. In SharePoint
users.

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NOT TESTING. GOING IN

4 5 WITHOUT A Your migration is an opportunity
ROLLBACK PLAN. for your organization to clean
up, transform, and realize your
Migrations are iterative. This is A good project manager has a plan
SharePoint vision. It is not just
because different teams, sites, and site for and mitigates all risks with a solid
a technical activity, but should
collections have different priorities and rollback plan. Why should a SharePoint
be a much more thoughtful and
requirements. You need time to validate migration be any different? You may
planned process.
what has been moved both from a be able to recover from problems
technical standpoint, and from an end- caused by rushing into the process, not
user standpoint. A robust migration identifying all of the customizations in
strategy allows for verification that your environment, treating all of your
permissions, navigation, look and feel, sites the same, and not employing
and content are all working as planned. healthy test practices – but you will not
recover (without severe pain) from roll
back failure (one of the reasons why in-
place upgrade is rarely recommended).
So plan accordingly. Have your backups
ready, otherwise Mr. Murphy and his
Law will likely join you on this little
endeavour.

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DON’T FORGET YOUR END USERS IN YOUR MIGRATION PLANNING

Since my first hands-on experience With most migrations, content is
with SharePoint migrations almost reorganized and new features are
10 years ago, helping organizations introduced. Don’t assume that everyone
move from SPS 2003 to MOSS 2007, knows how to use these new features.
one of the best practices I have always Many of us learn by doing, and can
employed is to reach out to end users become quite proficient without any
early to involve them in the planning formal training, but some degree
process. Because the platform is used of formal training can expedite the
SharePoint migrations are much like an (and depended upon) by end users, it’s learning curve from end user to power
iceberg: what you see on the surface is important to keep them in the loop on user, and help your business get the
the technical aspect of the effort -- the what you’re planning, get their help on most out of its investment.
moving of bits between hardware. But prioritizing and classifying content, and
under the surface is where the real inform them of changes as the plan is You must decide where and when to
work begins – the massive planning being executed. Including them in the involve your end users before you
effort that really determines how and migration planning is a key to long-term begin. This is the most fluid of your
when your technical migration will adoption, because the more you involve strategic considerations as you balance
take place, and whether the resulting people in the process -- the more likely the risks, requirements, and realities of
SharePoint environment will, ultimately, they will support the outcome. That’s a your migration. How you include your
be successful. lesson I learned through trial and error. end users really just depends on:

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Another consideration when them drive activities around file share

planning for end user involvement migrations, taxonomy development,
• Who your users are (are they power is to understand the culture of your metadata assignment, and sign-off of
users, or do they only consume content organization. For enterprise-wide the overall project plan.
from pre-defined sites?), projects, how do you normally involve
end users? Do they help drive the No matter how you involve them, have
• What the current environment looks process, are they brought in as part a plan, reach out for feedback, and
like (not just look and feel, but how is of a clearly defined process or IT be flexible as you shape your future
it being used? Is it out-of-the-box or do methodology, or is it completely ad environment.
you use it for more complex business hoc based on role or individual? Some
processes?), and of the areas where end users should
be involved include the creation
• The overall goals of your migration of use cases, creation of your as-
(just move the content as-is, versus a is or current state documentation,
complete transformation of content, prioritization of requirements for to-be
taxonomy, and design?). environment, and the identification and
reorganization of metadata and content.
Your users know their content – so let

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TWEETJAM RECAP: SHAREPOINT MIGRATION BEST PRACTICES

On October 30th, I hosted a very spirited that can be learned from the experts on change, and adjustments need to be
tweetjam on the topic of Planning how to move that complex, customized, made -- either to your pre-migrations
a Successful SharePoint Migration data-heavy environment from SPS2007 plans, your in-migration scripts or
which included a panel of 8 SharePoint or SP2010 to the latest SharePoint 2013 tool filters, or in your post-migration
MVPs and several experts from the on premises or Office365 (SharePoint organization.
community. With 33 individuals joining Online) cloud-based environment.
in on the discussion, we had almost It’s difficult to pick a handful of
400 tweets with an estimated reach of I love one tweet in particular from representative comments when you
44,472 Twitter accounts, and just over Erica Toelle (@ericatoelle), SharePoint have this deep of a bench participating
830k impressions. Practice Manager at Caiman Consulting: in the conversation, so I recommend
“Migration is like moving to a new that you take a look at the tweetjam
SharePoint migration has always been house. Have to look through everything, recap available on Storify at http://
a popular topic -- because no two decide what to keep, reorg in the sfy.co/tHaI to read through all of the
migrations are the same. Migration new house.” To this analogy, I replied recommendations, best practices, and
is a complex undertaking, no matter “Sometimes you get to the new house, real-world experiences of our panel. You
how some vendors want to portray unpack a box, and say “why the heck can find the complete Twitter stream
them in their marketing campaigns. did we bring this with us?” Even the best history on www.twubs.com/CollabTalk.
SharePoint as a platform is like a Swiss laid plans may seem logical and correct,
army knife -- it can be built out to meet and then mid-way through execution,
your very specific needs and company the requirements may change or your
requirements, and yet there is much understanding of the requirements may

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Here’s a snapshot of what our panel 2010 environments became much more opportunity to improve #CollabTalk
shared: complex than 2007 #CollabTalk • @vcmonkey Thinking users will just
• @dcoleman146 In place upgrade adapt ... not testing to see what breaks
QUESTION 1: HOW IS MIGRATION gone but I never met anyone that prior to move #CollabTalk
FROM 2010 TO 2013 DIFFERENT had done this in production anyway • @nickkellett Not scheduling multiple
THAN 2007 TO 2010? #CollabTalk migration test runs, and not fully testing
• @alistairpugin A lot more (automated). You will miss things.
considerations in prepwork compared QUESTION 2: WHAT ARE THE 3 #CollabTalk
to 2007-2010 #CollabTalk BIGGEST MISTAKES COMPANIES • @ericatoelle No content clean up,
• @nickkellett No more in place MAKE WHEN MIGRATING, AND no thought to the purpose of their
upgrade option. Was good intention, WHY? SharePoint deployment, no focus on
BAD idea. Any errors=no easy way back • @michalpisarek Not cleaning up organizational change management.
#CollabTalk content, not providing training, not #collabtalk
• @dcoleman146 If you want utilizing new features of SP2013 • @alistairpugin Flipping the Visual
webapps you will need another server correctly. #Collabtalk Upgrade switch and expecting things to
#CollabTalk • @Drstevemarsh Underestimating the “just work” #CollabTalk
• @vcmonkey User Interface in 2013 is time and complexity to carry out the • @nickkellett Not choosing to update
so different, bigger user learning curve migration #CollabTalk navigation / Information Architecture
and design prep #CollabTalk • @tamirorbach Not reviewing / branding after lessons learned in
• @buckleyplanet While Microsoft took strategy, content inventory, SharePoint previous version. #CollabTalk
steps to improve upgrades/migrations, inventory prior to migration = not using • @vcmonkey Upgrading for the sake of

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the new version, not to take advantage which sites will be Removed/Migrated/ simply cannot be done, start over. Too
of new features in existing processes Rebuilt and clean up based on the site. much HTML has changed to try and
#CollabTalk #CollabTalk migrate the look over #CollabTalk
• @michalpisarek Stale Sites, Stale • @timebenezer No perfect answer.
QUESTION 3: WHAT SHOULD Content, Old Version of Content It depends on the effort that has gone
COMPANIES “CLEAN UP” BEFORE #Collabtalk into the current UX. Familiarity for users
THEY ATTEMPT TO MIGRATE? • @nickkellett archive stale docs and is a huge factor 1/2 #CollabTalk
• @timebenezer Deprecate apps with sites, remove orphan users - you should • @dcoleman146 I like the plain simple
low ROI, de-dupe, rationalise ECM do this anyway. #CollabTalk look of 2013 so consider light touch
strategy #CollabTalk • @ericatoelle Must: Information branding i.e. CSS not master pages
• @alistairpugin Everything!! Start with Architecture, Content, Permissions. #CollabTalk
a clean slate and only move what is NTH: Unnecessary customizations • @michalpisarek A migration is a
used #CollabTalk #collabtalk great time to consider a look and feel
• @vcmonkey Best time to re-think • @buckleyplanet versions, long-term refresh but its not absolutely required
strategy, IA and user best practices storage, updating your content lifecycles #Collabtalk
#CollabTalk #CollabTalk • @timebenezer However, new UI
• @tamirorbach Information elements (ie. Ribbon in 2010) should be
architecture, navigation, unused QUESTION 4: SHOULD COMPANIES taken into account. Evolutionary rather
content. Find out what works and what MIGRATE THEIR LOOK AND FEEL, than revolutionary 2/2 #CollabTalk
doesn’t #CollabTalk OR START OVER? • @Mysharepoint start new because
• @bniaulin Identify from inventory • @bniaulin Migrating your branding the new design is more useful

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#collabtalk well in previous versions and what #SharePoint but still poorly understood
• @vcmonkey Don’t just change can be done to prevent issues = useful what Governance truly is #CollabTalk
to be cool and trendy, need user- governance Don’t overdue it #collabtalk • @ericatoelle Once important
centric reasons to change too much • @nickkellett Ensure governance is in governance points are identified
#CollabTalk place in the “new house” so there is no automate as much as possible!
• @alistairpugin Its impossible to new mess. Communicate and prioritize #collabtalk
migrate the UI. Simple. #CollabTalk migration timings #CollabTalk • @buckleyplanet most orgs do not
• @ericatoelle While you can’t migrate • @rizinsights Governance always know the boundaries of their system.
the UI you could rebuild the same has a role; need to know about access What are your legal/industry/reporting
design in 2013 #collabtalk and who’s touching things before a standards? build from there #CollabTalk
• @jmikewatson also if you can find migration; just the start.#CollabTalk
anyone happy with the previous look • @alistairpugin Chances are it will be QUESTION 6: WHAT ADDITIONAL
and feel, keep it #Collabtalk the first time they look at the Gov Doc ISSUES DO ORGS FACE WHEN
since it was created.. #CollabTalk MIGRATING FROM ON-PREMISES TO
QUESTION 5: WHAT IS THE ROLE • @jmikewatson Hopefully you’ve CLOUD?
OF GOVERNANCE PLANNING IN A learned a few things since your last • @michalpisarek Data residency,
SHAREPOINT MIGRATION? deployment, your migration plan hybrid integration and understanding
• @nickkellett Set and enforce the should take those lessons into account cloud capabilities vs on premise
cleanup policies - archiving, quotas, #CollabTalk #Collabtalk
structure #CollabTalk • @Drstevemarsh Very important given • @buckleyplanet there are substantial
• @ericatoelle Assess what didn’t go business critical nature of content in gating factors when migrating large

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amounts of data to the cloud. Be aware approach. Move social, first, then team the time! #collabtalk
#CollabTalk sites, rationalize what stays onprem • @rizinsights LOB considerations
• @nickkellett Data sovereignty issues; #collabtalk in the cloud are also extensive; not a
also technical ensuring authentication • @nickkellett Companies need 2 simple plug-in. #CollabTalk
and authorization is secure and reliable understand cloud solution is not 100% • @tamirorbach User based throttling
#CollabTalk redundant. If down what happens 2 and protection from Denial of Service
• @vcmonkey Uptime and connectivity, your critical business work? #CollabTalk attacks adds to bandwidth to slow down
need to educate users on the different • @tamirorbach While MS allows migrations to O365. #CollabTalk
issues that will be seen in the cloud O365 tenants to put tenant in
#CollabTalk #migrationmode for Exchange, same QUESTION 7: WHAT ADDITIONAL
• @Drstevemarsh Trying 2 do it too is not true for SharePoint Online #slow TOOLS, IF ANY, SHOULD
quickly, believing what MSFT sales #CollabTalk MICROSOFT PROVIDE TO HELP
person told them, & cutting corners • @nickkellett You may not be able to WITH MIGRATIONS?
& ending up with poor end result. run that great 3rd party add-on in the • @Drstevemarsh None. There are
#CollabTalk cloud :) #CollabTalk some fabulous tools out there already
• @jmikewatson People underestimate • @KbWorks we had a few companies in the market ;-) Concentrate on
logistical problems with moving to the struggling with upload limits of improving end user features instead
cloud. What’s the url, username/pwd Office365 earlier #collabtalk #CollabTalk
#CollabTalk • @ericatoelle There is no cutting • @nickkellett More granular
• @ericatoelle Definitely corners on a content and technical migration options. Altho I would still
customizations. Have to use a phased assessment when moving to cloud. Take prefer migration tools to OOTB option

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#CollabTalk • @tamirorbach MS could get sales/

• @tamirorbach Improve the CSOM field inline with expectations with their
to support Preserve Item IDs (amongst clients about what O365 can support
others), and add a #migrationmode (like #CollabTalk
Exchange Online) to SPO #CollabTalk • @vcmonkey A tool that automatically
• @alistairpugin Better assessment deletes all useless information from
scripts, like for like feature comparisons. SharePoint #CollabTalk
#CollabTalk
• @ericatoelle Seriously though, I
wish they would improve the APIs so
the existing tools could kick more ass.
#collabtalk
• @jmikewatson I think the Sharepoint
migration market is all locked up ;)
#metalogix #Collabtalk

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ABOUT METALOGIX
Metalogix provides industry-recognized For over a decade, Metalogix has
management tools for mission-critical developed the industry’s best and
collaboration platforms. These tools are most trusted management tools for
engineered and supported by experts SharePoint, Exchange, and Office 365,
committed to the rapidly evolving backed by our globally acknowledged
deployment and operational success of live 24x7 support. Over 14,000 clients
our clients. rely on Metalogix Tools every minute
of every day to monitor, migrate, store,
Metalogix’ world-class tools and client synchronize, archive, secure, and
service have proven to be the most backup their collaboration platforms.
effective way to manage increasingly Metalogix is a Microsoft Gold Partner,
complex, and exponentially growing an EMC Select Partner, and a GSA
metadata and content across provider. Our Client Service division
collaboration platforms. of certified specialists is the winner of
the prestigious NorthFace ScoreBoard
Award for World Class Excellence in
Customer Service.

23
ACCESS THE METALOGIX MIGRATION TOOLKIT
Metalogix is dedicated to your SharePoint migration success. Below is a link to our free Migration Toolkit, which contains over a dozen
free checklists, tools, and Microsoft MVP advice for every stage of a SharePoint upgrade or migration. The SharePoint Migration Toolkit
brings the collective experience of thousands of migrations to your project.

WWW.METALOGIX.COM/MIGRATION-TOOLKIT

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MOST TRUSTED SUITE OF TOOLS

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