O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online
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This document outlines the four major steps to migrate content from an on-premise source into SharePoint Online: analysis, requirements, structure and metadata, and preparation and testing. The analysis step involves examining the configuration, content, processes and performance of both the source and target systems. Requirements identify specific needs for the migration. Structure and metadata determines how content will be organized and metadata populated in the new system. Preparation and testing validates the migration strategy through testing with sample data before full deployment.
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O365con14 - the 4 major steps to migrate content from any on-premise source into sharepoint online
- 1. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
- 2. Accessible content is available upon request. The 4 Major Steps to Migrate Content from any On-premise Source into SharePoint Online #O365Con14
- 3. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. michael.denzler @avepoint.com TSP Team Lead & Senior Technical Solutions Professional http://blog.denzman.com @denzman
- 4. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. • What is Migration • Typical reasons why Migration Projects fail • The 4 Major Steps in Migration Projects • Analysis • Requirements • Structure & Metadata • Preparation & Testing • Summary
- 5. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. What is Migration
- 6. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
- 7. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. • A Project • A lot of work • “Pandora’s Box” • But! The only way to get content into SharePoint Online
- 8. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. Typical reasons why Migration Projects fail
- 9. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. Missing knowledge •Source •Content •Content Owner needs •SharePoint •4 major steps in migration
- 10. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. To err is human •Somebody is migrating •Ignoring governance policies •Ignoring the technology •Underestimate migration
- 11. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. Overkill •Duration •Data volume
- 12. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. The 4 Major Steps in Migration Projects
- 13. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. Step 1: Analysis
- 14. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. •Configuration •Content •Processes •Performance Source
- 15. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. •Solutions •Features •Templates •Workflows •Customizations •Permission Management Configuration
- 16. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. •Size •Usage •Severity •Permissions •Composition Content
- 17. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. •How do users work with the data? •What policies do exist? Processes
- 18. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. •Content Delivery Speed •Network connection •Stability under load Performance
- 19. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. •Configuration •Processes •Performance SharePoint Online (Target)
- 20. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. •Solutions •Features •Workflows •Permission Management Configuration
- 21. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. •How users expect to work with the data after migration? Processes
- 22. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. •Network connection •Limitations (http://bit.ly/Kae45N) Performance
- 23. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. Step 2: Requirements
- 24. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. 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
- 25. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. Involve the Business Users to discover all requirements!
- 26. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. Step 3: Structure & Metadata
- 27. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. Structure •Other location(Site, List, Library) •Warning! Policy violation risk Metadata •Smart use •Clean-up •Population •Transformation
- 28. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
- 29. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
- 30. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. Step 4: Preparation & Testing
- 31. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. Involve the business users Identify Key Users Divide the content into logical units Decide a migration strategy Decide a validation strategy
- 32. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. “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, …
- 33. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. Dummy Data Test Data (copied from productive) Performance Test (10% of productive content)
- 34. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. Summary
- 35. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. Analyse Requirements Structure & Metadata Preparation & Testing
- 36. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc. michael.denzler @avepoint.com TSP Team Lead & Senior Technical Solutions Professional http://blog.denzman.com @denzman
- 37. ©AvePoint, Inc. All rights reserved. Confidential and proprietary information of AvePoint, Inc. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.