Helping You Know Your Content!Tips and Tricks learned Microsoft’s migration to Office 365 and OneDrive

Dorinda Reyes, Solutions Engineer Buildingi @ruenellsPeter Senescu, Co-Founder of MetaVis @psenescu

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Company Facts

Thought Leadership

MS Gold ISV & Member of Partner Councils

Offices in Redmond, Houston, Philadelphia & UK

Privately held & profitable, veteran management team

Known for SP, Office365, Google & broader cloud ecosystem

Wide Spectrum of Wildly Successful Customers

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Solution Overview

Information Management Platform Cloud On-Boarding Made Easy

• Migration- Increase Portability & Interoperability

• Administration- Analysis & Insights

• Security- Ensure Proper Access

• Architecture- Better Organization / Reduce Sprawl

• Protection- Backup & Recovery

• Zero server footprint truly agentless (cloud ready)

• Easy to install, intuitive design

• Rapid & self-evident value

• Single platform client, server, private or public cloud

• Enterprise grade without enterprise cost or effort

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What Makes MetaVis Solutions Unique?

Our Principals of Design & Market Approach

Unified Content Management

Information Architecture

Unstructured Content

TransformationAdministration and Analytics

Security; Permissions and

AwarenessContent Backup and

Protection

Easy to install, intuitive design, rapid &

self-evident value

Zero server footprint truly agentless (cloud ready)

Single platform client, server, private

or public cloud

Enterprise grade without enterprise

cost or effort

Product / Innovation company first, sales & marketing second

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Unmatched Innovation

2008

ARCHITECT

2009

FOLDERS

2010

SHAREPOINT 2010SUPPORT

2011 2012 2013 2014

FILE UPLOAD

IM POWER USER

IM ENTERPRISE

CHANGE MANAGER

MIGRATOR

OFFICE 365 SUPPORT

PUBLIC FOLDER

SHAREPOINT 2013

AUTO TAG

BACKUP

INFORMANT

TERM STORE MANAGER

GOOGLE TO ONEDRIVE

PRE-MIGRATION ANALYSIS

BACKUP TO CLOUD

ADMINISTER RELEASED

NINTEXT WORKFLOW

FARM, TENANT

ONE DRIVE PROVISIONING

ONEDRIVE UPLOADS

SELECTABLE SKINS

OFFICE 365 APP

GOOGLE MIGRATOR

FILE MANAGER

INFORMANT QUICK RUN

BACKUP POWER USER

SECURITY MANAGER

SCHEDULER

ORPHANED USERS

PERMISSIONS BACKUP

ONEDRIVE MANAGER

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More Than Agile

2010 2011

SharePoint 2010 support

Added Site migration functionality

Added support for Managed Metadata fields in SharePoint 2010

Background processing for migration

Added support for SharePoint Group migration

Birth of the MetaVis Platform (view permissions, level and groups across products)

Added support for the use of Filters

First release of Live Compare

Promote to a New Site Collection released

First release of Term Store browser

Added support for Scripts

Added support for copying SPD Workflows

Added support for copying InfoPath Forms

Added ribbon to the Application UI

Added support for SPS 2003

Released Change Manager

Bulk site collection migration released

Added support for Office 365 SharePoint Online

First release of CSV files for migration

Profile Manager released

Bulk extraction from SharePoint to File Shares

Added support for Enterprise Keywords

MetaVis File Manager standalone product

Incremental copy released

Added support for migrations from PST files

MetaVis Security Manager standalone product released

MetaVis Google Migrator standalone product released

Search released for Architect

2012 2013 2014

Automatic user mapping added for Office 365

Added retention policies to Backups

Released Site and List Properties dialog

Out of place restore implemented

Added support for migrating Meeting Workspaces

Added Export to CSV for Term Sets

First release of federated connectivity for Office 365

Added support for the creation of new terms during copy/tag

Grouping, sorting and ordering added to Log Viewer

Added support to provision new site collections in Office 365

Added support for Orphaned User migration

MetaVis Scheduler was released

Application Welcome Page released

Released OneDrive for Business Administrator dashboard

Added support for the migration of hidden columns

First support for SharePoint Wave 15 (SharePoint 2013)

Auto-tagging released

Live Compare support for Term Stores

Term Store Manager standalone product released

MetaVis Informant standalone product released

Added tiered licensing support for MetaVis Backup

Released option to convert 2010 workflows to 2013

First release of bulk Google

Drive to OneDrive for Business

Released support for the detection and migration of Nintex workflows

MetaVis Administrator for Power Users standalone product released

MetaVis Administrator standalone product released

OneDrive for Business Management Suite released

Farm, Tenant and OneDrive for Business connectivity released

Permissions only backup and restore added to MetaVis Backup

Added support for migrating between OneDrives

Added support for file shares uploads into OneDrives

Added support for Office 365 Site Views in Administrator reports

Visual and functional update to Live Compare

Added option to Compress Storage in SharePoint 2013

Migration statistics released

Tagging via CSV file

Added scheduling for migrations

MetaVis Backup released

Added security scanning to Administrator collections and reports

Support to provision new OneDrives for Business

Released ability to switch skins in MetaVis

Added support to retain GUIDs when migrating Term Sets and Terms

Released Pre-migration Analysis reports

Full Compare option released for Live Compare

Added support to use cloud storage (Azure or S3) for Backups

Added Quarantine action to Informant

MetaVis Public Folders standalone product released

Added support for migrating between Office 365 tenancies

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DECJAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

Pre-Migration Analysis

Migration

Post Migration /Known Issues

• Site Template• Features• Web Parts• List & Libraries• Workflows

Run pre-migration analysis

• Design Package• Storage Increase (if

needed)• Site Collection Features• Site Features• Term Store• Content Types

Pre-Migration Checklists

Evaluate Items that will fail due to non compatibility

Import Design Package (page layouts, master page,

branding)

Enable Site Collection/Site Features

Import Managed Metadata/Term-store

Check in all pages and documents

• Validate all content is checked in prior to migration

• Migrate Content• Remap user

accounts• Remap web parts (if

applicable)

Use Metavis to remap users and web-parts

Evaluate items and objects that may fail

during migration

Manually configure content query web-parts (if applicable)

Change permissions on source site to READ Only

• Configure web-parts• Configure Site Navigation• Update Search URL• Set old environment to READ

Only

Post Migration

• Master Page & Page Layouts

• Site/sub site classification

Migration Checklists

Known IssuesMaster page and page layouts

do not migration due to compatibility

Migration Planning (End to End)

Helpful LinksDownload Trials:

http://www.metavistech.com/product/office-365-suite

http://www.metavistech.com/product/onedrive-management

How To Guides:

http://www.metavistech.com/support

Blog Posts about Office 365 and OneDrive for Business

http://blog.metavistech.com/tag/office-365/

Thank You & We Look Forward to Working Together!