5. Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration
6. Co-founded and sold a collaboration software company to Rational Software. Also co-authored 3 books on software configuration management and defect tracking for Rational and IBM
7. At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), managing deployment teams to onboard numerous high-tech manufacturing companies, including Hitachi, Matsushita, Seagate, Nortel, Sony, and Cisco
8.
9. Why is this presentation important? Most content focused on the technical aspects of migration Migrations are not so much about the technical act of moving the data (although very important), but more about the planning that goes into preparing for the migration
10. Why is this presentation important? It’s not about the minutia of scripting methods to execute a hybrid database attach upgrade of your environment We’re here to discuss the sometimes technical, but much more “hip” exercise of proper migration planning This is the Jack Bauer of migration presentations, people My weapon today…….PowerPoint
11. This is your technical migration, i.e. the physical move of content and “bits”
12. This is the bulk of your migration – the planning, reorganization, and transformation of your legacy SharePoint environment
13. What is migration? Microsoft defines migration as three separate activities: The reality is that a single migration may include all three concepts
14. Moving to the latest, greatest platform What is migration? Transforming what you did with 2003/2007 to meet your organizational vision
17. 11 strategies you should consider as part of your migration planning Understand the as-is and to-be environments Conduct proper capacity planning Understand the customizations on your source system Understand the migration schedule Plan for the right kind of migration Plan for file shares Plan for tagging, metadata, and taxonomy Understand centrally managed and decentralized environments Stage your platform for migration Decide where and when to involve the users Determine that your migration is successful
18.
19. Based on these requirements, you need to model out the “to be” environment
84. Clean and organize content first, then move to a new structure in SharePoint
85. Migrate content in waves, using the iterations to sort through and organize your content while in transit, moving some content as-is, reorganizing and transforming othersTo be honest, option 3 is very difficult to manage in SharePoint, but 3rd party tools do a great job here
86. Strategy #7: Plan for tagging, metadata, and taxonomy In Biology, taxonomy is the science dealing with the description, identification, naming, and classification of organisms. “however, the term is now applied in a wider, more general sense and now may refer to a classification of things, as well as to the principles underlying such a classification.” “Metadata provides context for data. Metadata is used to facilitate the understanding, characteristics, and management usage of data. The metadata required for effective data management varies with the type of data and context of use.”Wikipedia.org
91. Authors don’t apply metadata= “shotgun” approach to search OR Authors apply metadata without common classification = better search, but worse authoring experience
99. Sites and Site Collections can consume these services, within certain boundariesYou still need to understand the administrative impacts You need to clearly define roles / service owners Define your governance model / change control board
108. Strategy #10: Decide where and when to involve users This is the most fluid of the strategic considerations, as it really just depends At a high-level, end users who participate in the creation of a system are more likely to accept / support that system once deployed
122. For more information Contact me at Christian Buckley, cbuck@axceler.com, 425-246-2823 On Twitter at @buckleyplanet Additional Resources available White papers The Insider’s Guide to Upgrading to SharePoint 2010 What to Look for in a SharePoint Management Tool The Five Secrets to Controlling Your SharePoint Environment Tools ReadyPoint (free) Davinci Migrator echo for SharePoint 2007