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SharePoint 2013
The Essential Migration Process
in association with
About Cygnet Infotech
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 We provide custom software development services
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over 23 countries.
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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
Plan Prepare Test Implement Validate
SharePoint 2010
SharePoint 2013
SharePoint Migration Process
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
 Create a Web Application for Upgrade
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
Migrate Content Databases to SP 2013
 Migrate Content Database
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.”
Page Rendering Coexistence
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
Only
SP 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
Migrate – Customizations & SP 2013 UI/UX
 Copy Customizations to SP 2013 Farm
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 SharePoint
WF 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
New Workflow Activities and Actions
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 Workflows
A. 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
 Review Logs
 Upgrade Logs
 Application Event Logs
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
Migration from MOSS 2007  SP 2013
 Yes, It’s possible!!!
 There is no need to stop at SharePoint 2010
 Fact – “There is no direct migration from MOSS 2007 to SharePoint
2013”
Write to us: info@cygnet-infotech.com
To get free consultation on your SharePoint Migration queries
Next Cygnet Infotech Webinar: Test Automation 3.0: Evolution of Rapid Application Testing
Date: June 25, 2013. Visit www.cygnet-infotech.com to register

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Share point 2013 The Essential Migration Process

  • 1. SharePoint 2013 The Essential Migration Process in association with
  • 2. About Cygnet Infotech  We are a global IT services & solutions provider.  We provide custom software development services across technologies and domains to our clients in over 23 countries.  We are ISO 9001, ISO 27001 and CMMi Level III Certified  Learn more about us at www.cygnet-infotech.com
  • 3. TestingWhiz™ is an Easy, Intuitive and Affordable Test Automation Solution that uses Keyword-Driven Testing and Data Driven Testing for Web and Cloud Application Testing www.testing-whiz.com m1 enterprise ordering systems provide a range of smartphone based ordering apps applicable for B2B, retail, restaurants and catalog companies www.my-m1.com Code Less, Test More
  • 4. Today’s Webinar SharePoint 2013 – The Essential Migration Process Presenter: Jay Mehta SharePoint Consultant & MCT
  • 5. 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
  • 6. 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
  • 7. Plan Prepare Test Implement Validate SharePoint 2010 SharePoint 2013 SharePoint Migration Process
  • 8. 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.
  • 9. 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)
  • 10. 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
  • 11. 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)
  • 12. Understanding Migration – Process & Checklist  Preparing Check list  Content Databases  Service Applications  Farm/Web Application  Farm Settings  List down all the customizations  Plan Upgrade Performance
  • 13. 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
  • 14. Migrate Content Databases to SP 2013  Create a Web Application for Upgrade
  • 15. 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
  • 16. Migrate Content Databases to SP 2013  Migrate Content Database
  • 17. 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
  • 18. 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
  • 19. 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
  • 20. 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.”
  • 22. 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 Only SP 2010 Deprecated Features SP 2013 Mode Lookups SP 2010 Mode Lookups
  • 23. 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
  • 24. 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
  • 25. Migrate – Customizations & SP 2013 UI/UX  Copy Customizations to SP 2013 Farm
  • 26. 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
  • 27. 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
  • 28. Enables SharePoint 2010 Workflows to work in SP 2013 Negotiates between two versions of SharePoint WF 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
  • 29. New Workflow Activities and Actions
  • 30. 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
  • 31. Migrating SharePoint Custom Workflows 1. Custom SharePoint Workflow Activities 2. Associated Custom Forms with Workflows A. Workflow Initiation Forms B. Workflow Association Forms C. InfoPath Forms compatibility 3. Third Party Workflows compatibility
  • 32. 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
  • 33. 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
  • 34. 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
  • 35. 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
  • 36. Validate Migration  Review Logs  Upgrade Logs  Application Event Logs
  • 37. 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
  • 38. Migration from MOSS 2007  SP 2013  Yes, It’s possible!!!  There is no need to stop at SharePoint 2010  Fact – “There is no direct migration from MOSS 2007 to SharePoint 2013”
  • 39. Write to us: info@cygnet-infotech.com To get free consultation on your SharePoint Migration queries Next Cygnet Infotech Webinar: Test Automation 3.0: Evolution of Rapid Application Testing Date: June 25, 2013. Visit www.cygnet-infotech.com to register