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Governance Should Begin with Your Migration
1.
2. Christian Buckley, Director of Product Evangelism at Axceler
• Microsoft MVP for SharePoint Server
• Most recently at Microsoft, part of the Microsoft Managed Services
team (now Office365-Dedicated) and then Advertising Operations
• Prior to Microsoft, was a senior consultant, working in the software,
supply chain, and grid technology spaces focusing on collaboration
• Co-founded and sold a collaboration software company to Rational
Software. At another startup (E2open), helped design, build, and
deploy a SharePoint-like collaboration platform (Collaboration
Manager), onboarding numerous high-tech manufacturing companies,
including Hitachi, Matsushita (Panasonic), and Seagate
• Co-authored „Microsoft SharePoint 2010: Creating and Implementing
Real-World Projects‟ link (MS Press, March 2012) and 3 books on
software configuration management.
• Twitter: @buckleyplanet Blog: buckleyplanet.com Email: cbuck@axceler.com
3. Just released from Microsoft Press
Order your copy at http://oreil.ly/qC4loT
Tackle 10 common business problems with proven
SharePoint solutions
• Set up a help desk solution to track service requests
• Build a modest project management system
• Design a scheduling system to manage resources
• Create a site to support geographically dispersed teams
• Implement a course registration system
• Build a learning center with training classes and
resources
• Design a team blog platform to review content
• Create a process to coordinate RFP responses
• Set up a FAQ system to help users find answers quickly
• Implement a cost-effective contact management system
4. Improving Collaboration since 2007
Mission: To enable enterprises to simplify, optimize, and
secure their collaborative platforms
Delivered award-winning administration and migration
software since 1994, for SharePoint since 2007
Over 2,000 global customers
Dramatically improve the management
of SharePoint
Innovative products that improve security, scalability,
reliability, “deployability”
Making IT more effective and efficient and lower the total
cost of ownership
Focus on solving specific SharePoint
problems (Administration & Migration)
Coach enterprises on SharePoint best practices
Give administrators the most innovative tools available
Anticipate customers’ needs
Deliver best of breed offerings
Stay in lock step with SharePoint development and market trends
5.
6. Governance is about taking action to
help your organization organize,
optimize, and manage your systems
and resources.
7.
8.
9.
10. This is your technical
migration, i.e. the
physical move of
content and “bits”
Email Cell Twitter Blog
cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
11. This is the bulk of your
migration – the planning,
reorganization, and
transformation of your
legacy SharePoint
environment
8/15/2012 11
12. Migrations Migrations Migrations are Migrations are
are phased are iterative error prone not the end goal
• Should not be • Planning should not be • There is no “easy” • Proper planning and
determined by the limited by the number button for migration change management
technology you use of migration attempts policies will help you to
you make, or by the • You can run a dozen be successful with your
• Match the needs and volume of content being pre-migration checks current and future
timing of your content moved and still run into migrations
owners and teams problems
• Recognize the need to • Your goals should be a
• Be flexible, moving sites test the waters, to move • Admins and end users stable environment,
and content based on sites, content and do things that are not relevant metadata,
end user needs, not the customizations in waves “by the book” discoverable content,
limitations of the and happy end users
technology • Allow users to test and • Watch for
provide feedback customizations, 3rd party
tools, and line of
business apps that run
under the radar
13. Email Cell Twitter Blog
cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
14. The Planning Layer
The Business Layer
The Discovery Layer
The Physical Layer
The Information Layer
The Transformation Layer
The Productivity Layer
The Presentation Layer
The Training Layer
The Governance Layer
28. Clean up content types
Organize/centralize your templates
Understand navigation
Organize metadata
Identify roles and responsibilities
Optimize for search
32. Business productivity solutions to extend
the capability of SharePoint
Workflows
Templates
InfoPath forms
Records management plans
3rd party tools
Watch the community to learn what others are
doing, repeat their successes
45. Christian Buckley
cbuck@axceler.com
+1 425-246-2823
@buckleyPLANET
www.buckleyPLANET.com
and http://info.axceler.com
Order your copy at http://oreil.ly/qC4loT
Additional Resources available
11 Strategic Considerations for SharePoint Migrations http://bit.ly/j4Vuln
The Insider‟s Guide to Upgrading to SharePoint 2010 http://bit.ly/mIpOBZ
Why Do SharePoint Projects Fail? http://bit.ly/d1mJmw
What to Look for in a SharePoint Management Tool http://bit.ly/l26ida
The Five Secrets to Controlling Your SharePoint
Environment http://bit.ly/kzdTjZ
ReadyPoint (free) http://bit.ly/gGXIPO
Davinci Migrator http://bit.ly/ieZ5L8
echo for SharePoint 2007 http://bit.ly/iwfl3f