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The 4 Major Steps to Migrate Content from any On-premise Source into SharePoint Online

#O365Con14

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michael.denzler@avepoint.com

TSP Team Lead & Senior Technical

Solutions Professionalhttp://blog.denzman.com @denzman

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• What is Migration

• Typical reasons why Migration Projects fail

• The 4 Major Steps in Migration Projects• Analysis

• Requirements

• Structure & Metadata

• Preparation & Testing

• Summary

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What is Migration

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• A Project

• A lot of work

• “Pandora’s Box”

• But! The only way to get content into SharePoint Online

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Typical reasons why Migration Projects fail

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Missing knowledge

•Source

•Content

•Content Owner needs

•SharePoint

•4 major steps in migration

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To err is

human

•Somebody is migrating

•Ignoring governance policies

•Ignoring the technology

•Underestimate migration

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Overkill•Duration

•Data volume

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The 4 Major Steps in Migration Projects

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Step 1: Analysis

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•Configuration

•Content

•Processes

•Performance

Source

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• Solutions

• Features

• Templates

• Workflows

• Customizations

• Permission Management

Configuration

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•Size

•Usage

•Severity

•Permissions

•Composition

Content

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•How do users work with the data?

•What policies do exist?

Processes

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•Content Delivery Speed

•Network connection

•Stability under load

Performance

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•Configuration

•Processes

•Performance

SharePoint Online

(Target)

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•Solutions

•Features

•Workflows

•Permission Management

Configuration

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•How users expect to work with the data after migration?

Processes

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•Network connection

•Limitations (http://bit.ly/Kae45N)

Performance

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Step 2: Requirements

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Transform a lookup list

into Managed Metadata

Extract Metadata

from Files to be used as Metadata

Migrate only the last 10

versions of a Document

Change the location of a

List

Map Permissions and Users

Don’t migrate content that is

flagged as confidential

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Involve the Business Users to discover all

requirements!

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Step 3: Structure & Metadata

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Structure•Other location (Site, List, Library)

•Warning! Policy violation risk

Metadata

•Smart use

•Clean-up

•Population

•Transformation

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Step 4: Preparation & Testing

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Involve the business users

Identify Key Users

Divide the content into logical units

Decide a migration strategy

Decide a validation strategy

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“Big Bang”-Migration test

Configured too many options in migration tooling(Demand support from the vendor)

Test environment is too different to productive environment

Didn’t bear in mind that, …

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Dummy Data Test Data(copied from productive)

Performance Test(10% of productive content)

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Summary

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Analyse RequirementsStructure & Metadata

Preparation & Testing

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michael.denzler@avepoint.com

TSP Team Lead & Senior Technical

Solutions Professionalhttp://blog.denzman.com @denzman

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