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KMA and Metalogix Present:
Planning for Your SharePoint Migration
Introduction and Agenda

•   Introductions and agenda




                                                                                            Gilronan
•   5 key benefits of upgrading to SharePoint 2010
•   5 common migration scenarios




                                                                                            McNulty
•   SharePoint technical review, upgrade-style
•   What a SharePoint upgrade plan looks like
•   How Metalogix can smooth the upgrade path




                                                                                            Koch
•   Metalogix demonstration




                                                                                            Gilronan
•   Q&A, resources, next steps, wrap-up


              Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Your Hosts and Speakers




• Mike Gilronan, KMA
• Chris McNulty, KMA
• Matt Koch, Metalogix



                                                                        Flickr photo from Culex, used by permission:
                                                 http://www.flickr.com/photos/culexz/6011338009/in/photostream/



           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
5 Key Benefits of Upgrading to SharePoint 2010




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
What Clients Have Told Us

1. Managed Metadata Services
2. Social Computing
3. A Path to the Cloud
4. Forms Automation with
   InfoPath
5. Business Intelligence




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
What Clients Have Told Us

1. Managed Metadata Services




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
MMS: What’s in it for me? Taxonomy!

• Creating and managing
  terms and term sets
• Attaching to a library
• Taxonomy navigation




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Managed Metadata Services: What does it look like?




      Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
What Clients Have Told Us

1. Managed Metadata Services
2. Social Computing




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Social Computing in SharePoint 2010


    Informal
   Knowledge




Social Connections




  Participation
   Anywhere


                  Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Social Computing: Finding Content




 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Social Computing: Finding Experts




   Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
What Clients Have Told Us

1. Managed Metadata Services
2. Social Computing
3. A Path to the Cloud




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Path to the Cloud: Office 365 Today and Tomorrow




•   Intranet Sites                           •   Help desk                             •   Custom Code Solutions
•   Knowledge Repositories                   •   Employee onboarding                   •   ISV add ons
•   Team Sites                               •   Process visualization                 •   Internet Sites
•   Project Sites                            •   Human workflow                        •   eDiscovery
•   Corporate Directory                      •   Simple Dashboards                     •   Records Archive
•   Blogs/Wikis                              •   Access Services                       •   LOB integration
•   Asset libraries                          •   Forms/Data Capture                    •   BCS
•   Search                                                                             •   FAST Search
•   Simple External Sharing                                                            •   Performance Point
•   In place Records


                              Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
What Clients Have Told Us

1.   Managed Metadata Services
2.   Social Computing
3.   A Path to the Cloud
4.   Forms Automation with
     InfoPath




            Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Forms Automation with InfoPath

• Default forms editor
• Out-of-the-box InfoPath
  web part
• Richer InfoPath Forms
  Services




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
What Clients Have Told Us

1. Managed Metadata Services
2. Social Computing
3. A Path to the Cloud
4. Forms Automation with
   InfoPath
5. Business Intelligence




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Business Intelligence



Data interaction




Decision Making




Organizational
 Effectiveness

                   Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
What Clients Have Told Us

1. Managed Metadata Services
2. Social Computing
3. A Path to the Cloud
4. Forms Automation with
   InfoPath
5. Business Intelligence




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Migration Planning
   Chris McNulty
Five migration scenarios…why, why, why?




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Re-migration

                                     • Cut and paste migration
                                     • Platform update
                                       without functional
                                       improvement




Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Mergers & Acquisitions

                                     • Unify legacy knowledge
                                       repositories
                                     • Forge shared team
                                       processes and identity




Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Site aggregation

                                     • Integrate
                                       department/divisional
                                       portals
                                     • Simplify enterprise
                                       findability




Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Information Rearchitecture

                                     • Adapt to new structures
                                     • Departments
                                        – to
                                     • Teams and projects




Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Future Upgrade Readiness

                                     • SharePoint vNext
                                       expected in public beta
                                       late ’12
                                     • ECM helps purge,
                                       archive, centralize
                                       content
                                     • One hop simpler than
                                       two…



Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Architecture and Design




Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Server Farm – Web Front End

• Typical Roles:
    •   http services
    •   Search query
• Scaling
    •   Add servers to load balanced cluster
• Performance Optimization
    •   RAM
    •   Easily virtualized




                      Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Server Farm - Application Server

• Typical Roles:
    •   Search index/crawl
    •   Excel calculation
    •   User profiles
    •   Managed Metadata
• Scaling
    •   Add search servers and partitions
    •   Move shared services to dedicated
        servers
• Performance Optimization
    •   CPU




                    Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Server Farm - Database

• Typical Roles:
    •   Data storage
    •   SQL Reporting
• Scaling
    •   Add storage capacity
• Performance Optimization
    •   Disk I/O




                    Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Sizing - Single Server

• Typical Roles:
    •   Small teams
    •   Small pools of documents
• Considerations
    •   Performance & fault tolerance less of
        a concern
    •   SQL & Web on same system
    •   Search not a core function




                     Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Sizing - Medium Farm

• Typical Roles:
    •   100-10,000 users
    •   10,000 – 1MM documents
• Scenarios
    •   Enterprise portal
    •   Large scale collaboration
    •   Broader applications platform
    •   Larger external search pool
    •   Mix and match internal external front
        end servers on common content
        databases




                    Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Sizing - Large Farm

• Typical Roles:
    •   Large distributed
        enterprise users
        (10000+)
    •   Large pools of
        documents (>1MM)




                   Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
SharePoint Online storage
                         sizing considerations
• Office365
   – Storage depends on contract type and
     number of users
   – Pooled storage
• Office365 Dedicated
   – Total storage depends on number of
     users (Pooled storage additional
     storage can be purchased)
   – Web Apps (3+1)
   – Site Collections
       • Standard, Extra Large



             Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Top Level Logical Components

• Farm level
• Web applications                                       Web Applications
    •     Independent top level URLs
    •     Run inside IIS pools                             http://intranet
                                                                             Site Collections
    •     Consume shared services and admin
          from the farm or other farms                                       Site Hierarchies
                                                                                                Sites
• Site collections                                                             Single SItes      Lists   Liibraries   Pages   Web Parts
                                                          http://centadmin

    •
                                                                                 (MySite)
          Security, branding, database frontier
    •     Contain single sites or site hierarchies
• Sites
    •     Group related SharePoint elements
          (lists, libraries, pages, web parts)




                       Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Mid-Level Logical Components (http://intranet)




• Sites also contain lists, pages, and web parts
         Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Logical Components
• High capacity!
• Maximums
    •   250,000 sites per site collection
    •   5,000 site collections per content
        DB
    •   200GB max content DB (single site
        collection)
    •   >200GB post SP1
    •   300 Content DBs per web
        application
    •   30MM documents/library
    •   2GB document size
• Examples
    – 14TB -- SPC11
    – RBS




                    Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Migration and Upgrade




Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Installation - Prerequisites
•   Servers:
      – Windows 2008 R2 X64 Enterprise Edition
      – SQL Server 2008 R2 x64
•   Service Accounts
      – spfarm (Farm acct; local admin on the SharePoint servers and either sa or dbcreate, dbowner
          and security admin on the SQL server.)
      – svcsql (SQL Server service acct)
      – sppool (IIS pool acct)
      – spcrawl (Search accts)
      – spadmin Interactive admin (install account; local, site collection and farm admin privileges)
•   Install as SPAdmin
•   Install Software Prerequisites - Checks for following elements:
      – Application Server Role, Web Server (IIS) Role, Microsoft SQL Server 2008 Native Client, Hotfix
          for Microsoft Windows (KB976462), Windows Identity Foundation (KB974405), Microsoft Sync
          Framework Runtime v1.0 (x64), Microsoft Chart Controls for Microsoft .NET Framework 3.5,
          Microsoft Filter Pack 2.0, Microsoft SQL Server 2008 Analysis Services ADOMD.NET, Microsoft
          Server Speech Platform Runtime (x64), Microsoft Server Speech Recognition Language -
          TELE(en-US), SQL 2008 R2 Reporting Services SharePoint 2010 Add-in




                       Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Predictable Upgrade

• Three paths
  –   In place
  – Database upgrade
  – Third party tools
• Process
  –   Pre-upgrade checker
  –   Visual Upgrade
  –   Resumable upgrade
  –   Progress reports
  –   Parallel DB upgrades



                 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Upgrade Preparation

•   Additional Prepwork
    –   Content pruning
    –   Database alignment
        •    stsadm-o mergecontentdbs
•   DB Attach
    –   Preinstall Required Features
    –   Stsadm –o addcontentdb –
        databasename DBNAME –url URL –
        assignnewdatabaseid
    –   PowerShell Mount-ContentDatabase
    –   Test, test, test!




                     Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Pre-Upgrade Check

•   SharePoint 2007 SP2 minimum, October 2009 CU
    best
     –   STSADM.exe –o preupgradecheck
•   Documentation
     –   All servers and components in the farm, and
         whether the servers meet 64-bit hardware/OS
         requirements
     –   Alternate access mapping URLs
     –   A list of all site definitions, site templates, features,
         and language packs that are installed in the farm.
     –   Unsupported farm customizations (such as
         database schema modifications).
     –   Database or site orphans
     –   Missing or invalid configuration settings in the farm
         (missing Web.config file, invalid host names, invalid
         service accts).
     –   Whether the databases meet the requirements —
         for example, databases are set to read/write, and
         any databases stored in Windows Internal
         Database and larger than 4 GB.




                            Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
IT Pro Investments – Visual Upgrade




 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Planning, planning, planning




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Studying the current environment and knowing the
                capabilities of the future environment

“know thy enemy and know
  thyself; in a hundred battles
  you will never be in peril.
  When you are ignorant of
  the enemy but know
  yourself, your chances of
  winning or losing are equal.
  If ignorant both of your
  enemy
  and of yourself, you are
  certain in every battle to be
  in peril.”

-- The Art of War. Sun Tzu



              Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Content Assessment
                                    Challenges
• Identifying what content
  exists On-Premises
   – Where is it stored?
   – Who owns it?
   – Is it still relevant?
• Size of the content source
   – Contains artifacts not
     suited for SharePoint
   – Contains duplicates



             Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Content migration decision framework

• 1. Content Assessment
   – Capture relevant metadata
        • Type of data
        • Size of data
        • Age of data
        • …
• 2. Migration Planning
   – Should I move, should I move
      to online services?
        • Archive, delete
   – Web app / Site collection / Site
   – Document Library




                 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Content Assessment

• 1. Define (together with
  the client!) the selection
  criteria
• 2. Assess how much
  content is left when
  criteria is applied
• Go back to 1.




             Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Disk Sizing
Content                                                         Search

Initial Content Size            XXX GB                          External Crawl Size            YYY GB

Initial User Pool               U

User Collab Size                .25GB

n YR Growth Rate – Archive      G%
Rate
End Content Size                XXX (1+G)n = ECS                End Search Size                YYY (1+G)n = ESS

End User Collab Size            .25 * U * (1+G)n = EUCS

Content DBs                     ECS + EUCS

Search DBs                                                                                     .05 * (ECS + EUCS + ESS)

Search Index Files                                                                             .05 * (ECS + EUCS + ESS)

                    • Inputs: Size for SharePoint content and non-SharePoint content included
                      in search
                    • For DBs, don’t forget to consider transaction logs, disk dumps (if used for
                      backup) which can add 1-3X.
                    • In SAN or virtual environments, not all disk need be provisioned early
                             Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Psst…about SQL…

•   Sidebar on SQL Disk optimization
     – RAID 1: Mirroring (Wastes disk)
     – RAID 5: Parity Bit (write performance hit)
     – RAID 10 Stripes across mirrors (costly)
•   Physical location of data, log, temp and/or backup files. If virtualization or SAN
    technology doesn’t isolate the disks, not much performance gain,
•   Performance optimization/fault tolerance by:
     – RAID1 on boot disks
     – RAID5 on data disks
     – RAID10 on log disks
     – No RAID, or RAID 5 on backup disks
•   RBS reduces size (and count) of content databases but doesn’t reduce size of
    total storage
•   IOPS, IOPS, IOPS!




                    Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Keys to Success

• People
   – Source system knowledge
     (System X)
   – Target system knowledge
     (SharePoint Online)
• Knowledge
   – Development
   – Knowledge management
        • How to structure the data
• Realistic timelines
• Commitment
   – Strong Steering Committee




                Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Sources

•   File shares
•   Public Folders
•   Lotus Notes/Domino
•   SharePoint 2003
•   SharePoint 2007
•   SharePoint 2010




            Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Choosing the approach

• Self service migration
   – Cut and paste
• System based migration
   – In place
   – DB Attach
• Tools based migrations
   – Manually using tools
• Complex migration
  including custom code
   – Invoke experts


            Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Custom Migration




                    Jan 9, '11           Jan 23, '11            Feb 6, '11        Feb 20, '11              Mar 6, '11         Mar 20, '11
    Start TechReq    IA         Info         User Classification and Triage                                          Test    Comms Final Finish
Sat 1/1/11
                               Catalog           Fri 1/21/11 - Thu 2/17/11                                        Migrations          migs Mon 3/28/11
                                                                              Custom Migration Code
                                                                               Fri 2/11/11 - Thu 3/10/11




                                   Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Tools-based migration




              Jan 2, '11    Jan 9, '11         Jan 16, '11           Jan 23, '11             Jan 30, '11            Feb 6, '11           Feb 13, '11
    Start      Technical       IA        Inf         User Classification and Triage                   Test            Communicatio          Final Finish
Sat 1/1/11
             Requirements                or              Mon 1/17/11 - Fri 1/28/11                Migrations                  n            migra Tue 2/15/11
                                          m                               Migration             Mon 1/31/11 - Fri     Mon 2/7/11 - Fri      tion
                                                                                                    2/4/11               2/11/11            Mon
                                         ati                             Configuration
                                                                                                                                           2/14/1
                                         on                              Mon 1/24/11 - Fri
                                                                            1/28/11                                                        1 - Tue
                                         Ca                                                                                                2/15/1
                                         tal                                                                                                  1
                                         ogi
                                         ng
                                         Fri
                                         1/1
                                         4/1
                                          1




                                    Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Choosing the right tools




Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Metalogix Migration Manager for
SharePoint
Matt Koch – Senior Solutions Engineer
Bill Gates Mugshot - 1977
Agenda

      Introduction – About Metalogix
      About you
      The Content Explosion
      SharePoint Migration and Upgrade
      Legacy ECM Consolidation to SharePoint




6
About You…

 Who is…
  Migrating from 2003?
  Migrating from 2007 (MOSS & WSS3)?
  Already on 2010?
  Migrating to the Cloud?
  Undetermined or no migration plans?
About Metalogix Software

     We provide award-winning productivity    Founded in 2001
     solutions for Microsoft SharePoint and   6,000+ customers
     Exchange.                                Offices in:
       Migrate, optimize storage, manage,       United States
       archive, and recover enterprise              Washington, DC
       content
                                                    Boston
       Ensure its availability                      Dallas
       Support regulatory compliance            Canada
       Efficient and cost effective                 Halifax
     Independent Software Vendor                    Vancouver
     Microsoft Gold Partner                     Europe
     Winner of Microsoft’s SharePoint               London
     2010: Innovative ISV Award                     Bratislava
                                                    Switzerland

6
Sample of Metalogix Customers




6
Content Lifecycle Management for
    SharePoint and Exchange
                                            Migrate/Upgrade to
                                            SharePoint 2010 from:
       Reorganize                           •   SharePoint 2003/2007
  SharePoint data                           •   File shares
as business needs                           •   Exchange Public Folders
evolve and adapt                            •   ECM Systems: eRoom,
                                                Livelink, Documentum,
                                                Oracle/Stellent,
                                                Websites, Wikis & Blogs,
                                                MCMS 2002
                                            On-premises and in the
                                            cloud

     Granularly recover
                 lost or               Store & Optimize
     deleted SharePoint                SharePoint content
                                       •   Externalize BLOB
                   items
                                           storage
    Archive Exchange, files and        •   Break free from
    SharePoint                             content database
    • Archive content for compliance       limitation
    • e-discovery                      •   Tier, store and manage
                                           content from any
6                                          storage/cloud vendor
Metalogix Core Principles

    • Simple Set-Up and Installation
       ~11 MB Download
       We use the .NET platform, so no additional hardware or software
        requirements
       Begin using it in minutes
    • Excellent Microsoft Citizenship
       No undocumented direct writes to the SharePoint database
    • Ease of Use
       Intuitive interface, flexible options
       Tree-based copy-and-paste actions
       Designed with the content owner in mind
    • Stellar Support
       Support Center has received many accolades from customers for
        responsiveness and friendliness
       Follow the sun support model
    • Innovation
7
Migration Products
The Content Market

     We’re in the content explosion era
     Multiple information silos have been created
      PC Hard drive (Files, PSTs, Video, Photos)
      File Shares, Legacy ECM
      Mobile devices, tablets, etc.
      Cloud
     ECM market is changing and SharePoint is winning the
     battle
      Familiar User Experience
      Lower TCO
      Consolidation point for multiple business requirements
      Accessible on almost any device

7
Is SharePoint Ready for the Content
    Explosion?

       Scalability Challenges
       Migration and Upgrade Challenges
       Consolidation Challenges
       Information Management Challenges




7
SharePoint Consolidation and Upgrade

     SharePoint Migration Best Practices
       Out of the box upgrade (e.g., SharePoint911 session
       at SPC11)
       Upcoming white paper (with SharePoint MVP, Michael
       Noel)

     What does “SharePoint Sprawl” really mean?
      What do we do when SharePoint grows wild?
      What about my other information?



7
Combatting Sprawl

     Sprawl is “good”?

     Invest in your Information Architecture

     Invest in reorganise and migrate capability

     Sprawl will still happen (probably)

     Reorganise again




7
Adapter/Connection Performance
    Fastest vs. Slowest Adaptors
     Native Web Services (Remote… obviously)
     Client Object Model (Remote for 2010 and future)
     Server-side API
       The fastest write is the local object model – 500
       GB/hr!
     Database (Read-only!)
       The fastest read option is the database read-only
       connection
     Metalogix Extensions Web Service

     Our tests have shown that the local object model
     connection can be over 20 times faster than the
7    Native Web Services (NWS) connection.
SharePoint Migration




7
Metalogix Migration Manager for
     SharePoint
     - Key Features
      Visual migration tool for SharePoint
      PowerShell script generation and batch operations
      Support for multiple source and target servers
      Support for SharePoint management
      Map users/domains
      Preserve data such as User Info, Versions, Metadata,
      Permissions, Web part content and Views
      Adheres to the Metalogix Product Principles
        Easy to download, install and use
        Remote interactions with SharePoint
        Only uses supported Microsoft interfaces
78
Migration Manager for SharePoint -
Management Features

 Reorganize servers for better information
 management, performance, search or usability

 Merge lists, split lists, move lists

 Item level restructuring

 Re-parenting

 Re-templating

 Promote sites to site collections, demote site
 collection to a site
                                                  79
Customer Example – Large Technology
    Consultancy

     Customer Pain
       Needed to manage TBs of content in a hybrid cloud.
       Concerns about performance and ease of
       synchronising between environments.
     Solution Benefits
       Metalogix Migration Manager for SharePoint allowed
       to migrate content between the on-premises and the
       cloud environments. The built in support for
       PowerShell and ability to schedule incremental
       updates for synchronization solved the problem. The
       solution currently enables them to move over
      500GB per day
8
SharePoint Migration




8
Content Silo Consolidation to SharePoint

     Legacy ECM
     Exchange Public Folders
     File Shares
     Websites




8
Migrating Data from Other
    Document/Content
    Management Systems to SharePoint
            Has your organization migrated data into SharePoint from
             another document or content management system(s)?
                        (Percent of respondents, N=245)

                    Don’t know, 16%
                                                       Yes, 27%




                                                           No, but we plan
                                                            to within 12
                                                            months, 12%
              No, and we have
              no plans to do so,
                                                    No, but we plan
                    33%
                                                     to within 24
                                                     months, 11%
8    © 2011 Enterprise Strategy Group
Customer Example – A Bank’s File Share
    Chaos

      Customer Pain:
        File management issues on new SP 2010 farm
        (upload, search, access) based on internal project to
        decommission File Shares, with an initial target of
        50,000 uploads per hour with average doc size of 500
        KB each.
      Solution Benefits:
        StoragePoint provided users with ongoing
        upload/access/search via the SharePoint UI. The key
        factors in choosing a solution were transparent
        externalization and enabling the upload of large
        amounts of files in a short time - all proven
        successful during a 30 day POC.
8
Migrating Data from Corporate File Shares to
    SharePoint
        Has your organization migrated data into SharePoint from its
                           corporate file shares?
                     (Percent of respondents, N=245)

               Don’t know, 12%



        No, and we have
        no plans to do so,                               Yes, 48%
              14%


         No, but we plan
          to within 24
          months, 10%
                   No, but we plan
                    to within 12
8                   months, 16%                       © 2011 Enterprise
How to get your File Shares into SharePoint

     Manual
       Single or Multi-file upload via SharePoint UI
       Explorer view
       3rd party tools
     Build a tool that use SharePoint OM, RPC, Client OM,
     or Web Services
       Obvious caveats
     Third-party
       Metalogix Migration Manager for SharePoint - File
       Shares
       Metalogix StoragePoint Librarian

8
Speed vs. Fidelity




8
SharePoint and TBs of Content – Fact or
    Fiction?

     Is RBS an OOB feature/capability of SharePoint 2010
     SQL Performance is Improved
     Content DB recommendations still apply
     BLOB externalisation and Archiving are Separate
     Scenarios
     Backup and Restore

     Keynote Demo – SharePoint and SQL can Scale (but at
     what cost)

     http://www.metalogix.com/blog/11-10-
     04/Revisiting_SharePoint_Remote_BLOB_Storage.asp
8
     x
Customer Example – Technology Company

      Customer Pain
        The Customer was consolidating content from multiple
        sources into SharePoint and needed a solution to cope with
        their current 10TB of content plus be able to handle the
        future content growth. Their users were also complaining
        about long upload times for larger files
      Solution Benefits
        StoragePoint enabled the team to scale their SharePoint to
        cope with their existing content volumes whilst also allowing
        them to grow that volume in future without the need to
        heavily invest in their existing SQL implementation. The BLOB
        offloading also meant that upload times for large files were
        significantly improved.


8
Why BLOB Remoting?
The simple case for Remote BLOB Storage
    On average, 90-95% of a SharePoint content
    database’s storage overhead is comprised of
                  content BLOBs.
                                             BLOBs can be stored on less-expensive
                                             storage and SQL clusters can be right-sized
                  DOC
                          TIFF
                                       PDF   sans all the BLOB I/O.
                        XLS      PPT

                                             Eliminate performance and scalability
                                             challenges around native BLOB storage
    Attached




                                             architecture
     Direct-




                                             Smaller and fewer content databases. Can
                                             leverage DFS, snapshot-ing, and/or
    Addressable
     Network-




                                             mirroring for BLOB store recovery.
                                             BLOBs can be remoted to WORM-compliant
                                             storage platforms like EMC Centera,
        Cloud




                                             Hitachi HCAP, or OSAR.
                                             You can implement HSM where content
                                             can be moved to less expensive storage
Additional Resources
      www.metalogix.com


       Case Studies: http://www.metalogix.com/About/Customers.aspx
       White Paper: Four Practical Solutions to Free Your Content with
       SharePoint
       Webinar: Migrating Exchange Public Folders to SharePoint and
       SharePoint Online

       Free your SharePoint content: http://metalogix.com/Freedom

       Microsoft.com case study with Metalogix

       Free Trial Downloads:
          Migration Manager for SharePoint
          StoragePoint
          Migration Manager for File Shares

9
Takeaways


  mattk@metalogix.com
  randip@metalogix.com
  www.metalogix.com
  Free trials

 Follow us on Twitter: @metalogix,
 @mattakoch
In Closing



• Q&A
• Evaluations
• Next steps
   – KMA’s SharePoint 2010
     Readiness Assessment
      http://info.kma-
      llc.net/sharepoint-2010-
      readiness-assessment/
   – Metalogix conversation
                                                                          Flickr photo from The Wolf, used by permission:
                                                                       http://www.flickr.com/photos/thewolf/466545775/



                                    THANK YOU!!!
                Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Resources

• Copy of Today’s Deck (on SlideShare today)

• TechNet Migration Guide:
http://technet.microsoft.com/en-us/library/cc303420.aspx

• Self-study Migration Guide (download):
http://www.microsoft.com/download/en/details.aspx?id=27210

• Metalogix Software Blog:
http://www.metalogix.com/Blog.aspx

• Relevant KMA (Chris M) Blog Articles:
http://blogs.kma-
llc.net/.services/blog/6a0115709993d0970b011571a5233f970b/search?filter.
q=upgrade

                Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

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Metalogix and KMA - Planning your SharePoint Migration

  • 1. KMA and Metalogix Present: Planning for Your SharePoint Migration
  • 2. Introduction and Agenda • Introductions and agenda Gilronan • 5 key benefits of upgrading to SharePoint 2010 • 5 common migration scenarios McNulty • SharePoint technical review, upgrade-style • What a SharePoint upgrade plan looks like • How Metalogix can smooth the upgrade path Koch • Metalogix demonstration Gilronan • Q&A, resources, next steps, wrap-up Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 3. Your Hosts and Speakers • Mike Gilronan, KMA • Chris McNulty, KMA • Matt Koch, Metalogix Flickr photo from Culex, used by permission: http://www.flickr.com/photos/culexz/6011338009/in/photostream/ Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 4. 5 Key Benefits of Upgrading to SharePoint 2010 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 5. What Clients Have Told Us 1. Managed Metadata Services 2. Social Computing 3. A Path to the Cloud 4. Forms Automation with InfoPath 5. Business Intelligence Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 6. What Clients Have Told Us 1. Managed Metadata Services Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 7. MMS: What’s in it for me? Taxonomy! • Creating and managing terms and term sets • Attaching to a library • Taxonomy navigation Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 8. Managed Metadata Services: What does it look like? Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 9. What Clients Have Told Us 1. Managed Metadata Services 2. Social Computing Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 10. Social Computing in SharePoint 2010 Informal Knowledge Social Connections Participation Anywhere Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 11. Social Computing: Finding Content Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 12. Social Computing: Finding Experts Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 13. What Clients Have Told Us 1. Managed Metadata Services 2. Social Computing 3. A Path to the Cloud Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 14. Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 15. Path to the Cloud: Office 365 Today and Tomorrow • Intranet Sites • Help desk • Custom Code Solutions • Knowledge Repositories • Employee onboarding • ISV add ons • Team Sites • Process visualization • Internet Sites • Project Sites • Human workflow • eDiscovery • Corporate Directory • Simple Dashboards • Records Archive • Blogs/Wikis • Access Services • LOB integration • Asset libraries • Forms/Data Capture • BCS • Search • FAST Search • Simple External Sharing • Performance Point • In place Records Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 16. What Clients Have Told Us 1. Managed Metadata Services 2. Social Computing 3. A Path to the Cloud 4. Forms Automation with InfoPath Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 17. Forms Automation with InfoPath • Default forms editor • Out-of-the-box InfoPath web part • Richer InfoPath Forms Services Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 18. What Clients Have Told Us 1. Managed Metadata Services 2. Social Computing 3. A Path to the Cloud 4. Forms Automation with InfoPath 5. Business Intelligence Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 19. Business Intelligence Data interaction Decision Making Organizational Effectiveness Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 20. Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 21. What Clients Have Told Us 1. Managed Metadata Services 2. Social Computing 3. A Path to the Cloud 4. Forms Automation with InfoPath 5. Business Intelligence Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 22. Migration Planning Chris McNulty
  • 23. Five migration scenarios…why, why, why? Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 24. Re-migration • Cut and paste migration • Platform update without functional improvement Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 25. Mergers & Acquisitions • Unify legacy knowledge repositories • Forge shared team processes and identity Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 26. Site aggregation • Integrate department/divisional portals • Simplify enterprise findability Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 27. Information Rearchitecture • Adapt to new structures • Departments – to • Teams and projects Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 28. Future Upgrade Readiness • SharePoint vNext expected in public beta late ’12 • ECM helps purge, archive, centralize content • One hop simpler than two… Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 29. Architecture and Design Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 30. Server Farm – Web Front End • Typical Roles: • http services • Search query • Scaling • Add servers to load balanced cluster • Performance Optimization • RAM • Easily virtualized Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 31. Server Farm - Application Server • Typical Roles: • Search index/crawl • Excel calculation • User profiles • Managed Metadata • Scaling • Add search servers and partitions • Move shared services to dedicated servers • Performance Optimization • CPU Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 32. Server Farm - Database • Typical Roles: • Data storage • SQL Reporting • Scaling • Add storage capacity • Performance Optimization • Disk I/O Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 33. Sizing - Single Server • Typical Roles: • Small teams • Small pools of documents • Considerations • Performance & fault tolerance less of a concern • SQL & Web on same system • Search not a core function Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 34. Sizing - Medium Farm • Typical Roles: • 100-10,000 users • 10,000 – 1MM documents • Scenarios • Enterprise portal • Large scale collaboration • Broader applications platform • Larger external search pool • Mix and match internal external front end servers on common content databases Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 35. Sizing - Large Farm • Typical Roles: • Large distributed enterprise users (10000+) • Large pools of documents (>1MM) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 36. SharePoint Online storage sizing considerations • Office365 – Storage depends on contract type and number of users – Pooled storage • Office365 Dedicated – Total storage depends on number of users (Pooled storage additional storage can be purchased) – Web Apps (3+1) – Site Collections • Standard, Extra Large Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 37. Top Level Logical Components • Farm level • Web applications Web Applications • Independent top level URLs • Run inside IIS pools http://intranet Site Collections • Consume shared services and admin from the farm or other farms Site Hierarchies Sites • Site collections Single SItes Lists Liibraries Pages Web Parts http://centadmin • (MySite) Security, branding, database frontier • Contain single sites or site hierarchies • Sites • Group related SharePoint elements (lists, libraries, pages, web parts) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 38. Mid-Level Logical Components (http://intranet) • Sites also contain lists, pages, and web parts Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 39. Logical Components • High capacity! • Maximums • 250,000 sites per site collection • 5,000 site collections per content DB • 200GB max content DB (single site collection) • >200GB post SP1 • 300 Content DBs per web application • 30MM documents/library • 2GB document size • Examples – 14TB -- SPC11 – RBS Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 40. Migration and Upgrade Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 41. Installation - Prerequisites • Servers: – Windows 2008 R2 X64 Enterprise Edition – SQL Server 2008 R2 x64 • Service Accounts – spfarm (Farm acct; local admin on the SharePoint servers and either sa or dbcreate, dbowner and security admin on the SQL server.) – svcsql (SQL Server service acct) – sppool (IIS pool acct) – spcrawl (Search accts) – spadmin Interactive admin (install account; local, site collection and farm admin privileges) • Install as SPAdmin • Install Software Prerequisites - Checks for following elements: – Application Server Role, Web Server (IIS) Role, Microsoft SQL Server 2008 Native Client, Hotfix for Microsoft Windows (KB976462), Windows Identity Foundation (KB974405), Microsoft Sync Framework Runtime v1.0 (x64), Microsoft Chart Controls for Microsoft .NET Framework 3.5, Microsoft Filter Pack 2.0, Microsoft SQL Server 2008 Analysis Services ADOMD.NET, Microsoft Server Speech Platform Runtime (x64), Microsoft Server Speech Recognition Language - TELE(en-US), SQL 2008 R2 Reporting Services SharePoint 2010 Add-in Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 42. Predictable Upgrade • Three paths – In place – Database upgrade – Third party tools • Process – Pre-upgrade checker – Visual Upgrade – Resumable upgrade – Progress reports – Parallel DB upgrades Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 43. Upgrade Preparation • Additional Prepwork – Content pruning – Database alignment • stsadm-o mergecontentdbs • DB Attach – Preinstall Required Features – Stsadm –o addcontentdb – databasename DBNAME –url URL – assignnewdatabaseid – PowerShell Mount-ContentDatabase – Test, test, test! Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 44. Pre-Upgrade Check • SharePoint 2007 SP2 minimum, October 2009 CU best – STSADM.exe –o preupgradecheck • Documentation – All servers and components in the farm, and whether the servers meet 64-bit hardware/OS requirements – Alternate access mapping URLs – A list of all site definitions, site templates, features, and language packs that are installed in the farm. – Unsupported farm customizations (such as database schema modifications). – Database or site orphans – Missing or invalid configuration settings in the farm (missing Web.config file, invalid host names, invalid service accts). – Whether the databases meet the requirements — for example, databases are set to read/write, and any databases stored in Windows Internal Database and larger than 4 GB. Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 45. IT Pro Investments – Visual Upgrade Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 46. Planning, planning, planning Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 47. Studying the current environment and knowing the capabilities of the future environment “know thy enemy and know thyself; in a hundred battles you will never be in peril. When you are ignorant of the enemy but know yourself, your chances of winning or losing are equal. If ignorant both of your enemy and of yourself, you are certain in every battle to be in peril.” -- The Art of War. Sun Tzu Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 48. Content Assessment Challenges • Identifying what content exists On-Premises – Where is it stored? – Who owns it? – Is it still relevant? • Size of the content source – Contains artifacts not suited for SharePoint – Contains duplicates Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 49. Content migration decision framework • 1. Content Assessment – Capture relevant metadata • Type of data • Size of data • Age of data • … • 2. Migration Planning – Should I move, should I move to online services? • Archive, delete – Web app / Site collection / Site – Document Library Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 50. Content Assessment • 1. Define (together with the client!) the selection criteria • 2. Assess how much content is left when criteria is applied • Go back to 1. Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 51. Disk Sizing Content Search Initial Content Size XXX GB External Crawl Size YYY GB Initial User Pool U User Collab Size .25GB n YR Growth Rate – Archive G% Rate End Content Size XXX (1+G)n = ECS End Search Size YYY (1+G)n = ESS End User Collab Size .25 * U * (1+G)n = EUCS Content DBs ECS + EUCS Search DBs .05 * (ECS + EUCS + ESS) Search Index Files .05 * (ECS + EUCS + ESS) • Inputs: Size for SharePoint content and non-SharePoint content included in search • For DBs, don’t forget to consider transaction logs, disk dumps (if used for backup) which can add 1-3X. • In SAN or virtual environments, not all disk need be provisioned early Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 52. Psst…about SQL… • Sidebar on SQL Disk optimization – RAID 1: Mirroring (Wastes disk) – RAID 5: Parity Bit (write performance hit) – RAID 10 Stripes across mirrors (costly) • Physical location of data, log, temp and/or backup files. If virtualization or SAN technology doesn’t isolate the disks, not much performance gain, • Performance optimization/fault tolerance by: – RAID1 on boot disks – RAID5 on data disks – RAID10 on log disks – No RAID, or RAID 5 on backup disks • RBS reduces size (and count) of content databases but doesn’t reduce size of total storage • IOPS, IOPS, IOPS! Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 53. Keys to Success • People – Source system knowledge (System X) – Target system knowledge (SharePoint Online) • Knowledge – Development – Knowledge management • How to structure the data • Realistic timelines • Commitment – Strong Steering Committee Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 54. Sources • File shares • Public Folders • Lotus Notes/Domino • SharePoint 2003 • SharePoint 2007 • SharePoint 2010 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 55. Choosing the approach • Self service migration – Cut and paste • System based migration – In place – DB Attach • Tools based migrations – Manually using tools • Complex migration including custom code – Invoke experts Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 56. Custom Migration Jan 9, '11 Jan 23, '11 Feb 6, '11 Feb 20, '11 Mar 6, '11 Mar 20, '11 Start TechReq IA Info User Classification and Triage Test Comms Final Finish Sat 1/1/11 Catalog Fri 1/21/11 - Thu 2/17/11 Migrations migs Mon 3/28/11 Custom Migration Code Fri 2/11/11 - Thu 3/10/11 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 57. Tools-based migration Jan 2, '11 Jan 9, '11 Jan 16, '11 Jan 23, '11 Jan 30, '11 Feb 6, '11 Feb 13, '11 Start Technical IA Inf User Classification and Triage Test Communicatio Final Finish Sat 1/1/11 Requirements or Mon 1/17/11 - Fri 1/28/11 Migrations n migra Tue 2/15/11 m Migration Mon 1/31/11 - Fri Mon 2/7/11 - Fri tion 2/4/11 2/11/11 Mon ati Configuration 2/14/1 on Mon 1/24/11 - Fri 1/28/11 1 - Tue Ca 2/15/1 tal 1 ogi ng Fri 1/1 4/1 1 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 58. Choosing the right tools Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 59. Metalogix Migration Manager for SharePoint Matt Koch – Senior Solutions Engineer
  • 61. Agenda Introduction – About Metalogix About you The Content Explosion SharePoint Migration and Upgrade Legacy ECM Consolidation to SharePoint 6
  • 62. About You… Who is… Migrating from 2003? Migrating from 2007 (MOSS & WSS3)? Already on 2010? Migrating to the Cloud? Undetermined or no migration plans?
  • 63. About Metalogix Software We provide award-winning productivity Founded in 2001 solutions for Microsoft SharePoint and 6,000+ customers Exchange. Offices in: Migrate, optimize storage, manage, United States archive, and recover enterprise Washington, DC content Boston Ensure its availability Dallas Support regulatory compliance Canada Efficient and cost effective Halifax Independent Software Vendor Vancouver Microsoft Gold Partner Europe Winner of Microsoft’s SharePoint London 2010: Innovative ISV Award Bratislava Switzerland 6
  • 64. Sample of Metalogix Customers 6
  • 65. Content Lifecycle Management for SharePoint and Exchange Migrate/Upgrade to SharePoint 2010 from: Reorganize • SharePoint 2003/2007 SharePoint data • File shares as business needs • Exchange Public Folders evolve and adapt • ECM Systems: eRoom, Livelink, Documentum, Oracle/Stellent, Websites, Wikis & Blogs, MCMS 2002 On-premises and in the cloud Granularly recover lost or Store & Optimize deleted SharePoint SharePoint content • Externalize BLOB items storage Archive Exchange, files and • Break free from SharePoint content database • Archive content for compliance limitation • e-discovery • Tier, store and manage content from any 6 storage/cloud vendor
  • 66. Metalogix Core Principles • Simple Set-Up and Installation  ~11 MB Download  We use the .NET platform, so no additional hardware or software requirements  Begin using it in minutes • Excellent Microsoft Citizenship  No undocumented direct writes to the SharePoint database • Ease of Use  Intuitive interface, flexible options  Tree-based copy-and-paste actions  Designed with the content owner in mind • Stellar Support  Support Center has received many accolades from customers for responsiveness and friendliness  Follow the sun support model • Innovation 7
  • 68. The Content Market We’re in the content explosion era Multiple information silos have been created PC Hard drive (Files, PSTs, Video, Photos) File Shares, Legacy ECM Mobile devices, tablets, etc. Cloud ECM market is changing and SharePoint is winning the battle Familiar User Experience Lower TCO Consolidation point for multiple business requirements Accessible on almost any device 7
  • 69. Is SharePoint Ready for the Content Explosion? Scalability Challenges Migration and Upgrade Challenges Consolidation Challenges Information Management Challenges 7
  • 70. SharePoint Consolidation and Upgrade SharePoint Migration Best Practices Out of the box upgrade (e.g., SharePoint911 session at SPC11) Upcoming white paper (with SharePoint MVP, Michael Noel) What does “SharePoint Sprawl” really mean? What do we do when SharePoint grows wild? What about my other information? 7
  • 71. Combatting Sprawl Sprawl is “good”? Invest in your Information Architecture Invest in reorganise and migrate capability Sprawl will still happen (probably) Reorganise again 7
  • 72. Adapter/Connection Performance Fastest vs. Slowest Adaptors Native Web Services (Remote… obviously) Client Object Model (Remote for 2010 and future) Server-side API The fastest write is the local object model – 500 GB/hr! Database (Read-only!) The fastest read option is the database read-only connection Metalogix Extensions Web Service Our tests have shown that the local object model connection can be over 20 times faster than the 7 Native Web Services (NWS) connection.
  • 74. Metalogix Migration Manager for SharePoint - Key Features Visual migration tool for SharePoint PowerShell script generation and batch operations Support for multiple source and target servers Support for SharePoint management Map users/domains Preserve data such as User Info, Versions, Metadata, Permissions, Web part content and Views Adheres to the Metalogix Product Principles Easy to download, install and use Remote interactions with SharePoint Only uses supported Microsoft interfaces 78
  • 75. Migration Manager for SharePoint - Management Features Reorganize servers for better information management, performance, search or usability Merge lists, split lists, move lists Item level restructuring Re-parenting Re-templating Promote sites to site collections, demote site collection to a site 79
  • 76. Customer Example – Large Technology Consultancy Customer Pain Needed to manage TBs of content in a hybrid cloud. Concerns about performance and ease of synchronising between environments. Solution Benefits Metalogix Migration Manager for SharePoint allowed to migrate content between the on-premises and the cloud environments. The built in support for PowerShell and ability to schedule incremental updates for synchronization solved the problem. The solution currently enables them to move over 500GB per day 8
  • 78. Content Silo Consolidation to SharePoint Legacy ECM Exchange Public Folders File Shares Websites 8
  • 79. Migrating Data from Other Document/Content Management Systems to SharePoint Has your organization migrated data into SharePoint from another document or content management system(s)? (Percent of respondents, N=245) Don’t know, 16% Yes, 27% No, but we plan to within 12 months, 12% No, and we have no plans to do so, No, but we plan 33% to within 24 months, 11% 8 © 2011 Enterprise Strategy Group
  • 80. Customer Example – A Bank’s File Share Chaos Customer Pain: File management issues on new SP 2010 farm (upload, search, access) based on internal project to decommission File Shares, with an initial target of 50,000 uploads per hour with average doc size of 500 KB each. Solution Benefits: StoragePoint provided users with ongoing upload/access/search via the SharePoint UI. The key factors in choosing a solution were transparent externalization and enabling the upload of large amounts of files in a short time - all proven successful during a 30 day POC. 8
  • 81. Migrating Data from Corporate File Shares to SharePoint Has your organization migrated data into SharePoint from its corporate file shares? (Percent of respondents, N=245) Don’t know, 12% No, and we have no plans to do so, Yes, 48% 14% No, but we plan to within 24 months, 10% No, but we plan to within 12 8 months, 16% © 2011 Enterprise
  • 82. How to get your File Shares into SharePoint Manual Single or Multi-file upload via SharePoint UI Explorer view 3rd party tools Build a tool that use SharePoint OM, RPC, Client OM, or Web Services Obvious caveats Third-party Metalogix Migration Manager for SharePoint - File Shares Metalogix StoragePoint Librarian 8
  • 84. SharePoint and TBs of Content – Fact or Fiction? Is RBS an OOB feature/capability of SharePoint 2010 SQL Performance is Improved Content DB recommendations still apply BLOB externalisation and Archiving are Separate Scenarios Backup and Restore Keynote Demo – SharePoint and SQL can Scale (but at what cost) http://www.metalogix.com/blog/11-10- 04/Revisiting_SharePoint_Remote_BLOB_Storage.asp 8 x
  • 85. Customer Example – Technology Company Customer Pain The Customer was consolidating content from multiple sources into SharePoint and needed a solution to cope with their current 10TB of content plus be able to handle the future content growth. Their users were also complaining about long upload times for larger files Solution Benefits StoragePoint enabled the team to scale their SharePoint to cope with their existing content volumes whilst also allowing them to grow that volume in future without the need to heavily invest in their existing SQL implementation. The BLOB offloading also meant that upload times for large files were significantly improved. 8
  • 86. Why BLOB Remoting? The simple case for Remote BLOB Storage On average, 90-95% of a SharePoint content database’s storage overhead is comprised of content BLOBs. BLOBs can be stored on less-expensive storage and SQL clusters can be right-sized DOC TIFF PDF sans all the BLOB I/O. XLS PPT Eliminate performance and scalability challenges around native BLOB storage Attached architecture Direct- Smaller and fewer content databases. Can leverage DFS, snapshot-ing, and/or Addressable Network- mirroring for BLOB store recovery. BLOBs can be remoted to WORM-compliant storage platforms like EMC Centera, Cloud Hitachi HCAP, or OSAR. You can implement HSM where content can be moved to less expensive storage
  • 87. Additional Resources www.metalogix.com Case Studies: http://www.metalogix.com/About/Customers.aspx White Paper: Four Practical Solutions to Free Your Content with SharePoint Webinar: Migrating Exchange Public Folders to SharePoint and SharePoint Online Free your SharePoint content: http://metalogix.com/Freedom Microsoft.com case study with Metalogix Free Trial Downloads: Migration Manager for SharePoint StoragePoint Migration Manager for File Shares 9
  • 88. Takeaways mattk@metalogix.com randip@metalogix.com www.metalogix.com Free trials Follow us on Twitter: @metalogix, @mattakoch
  • 89. In Closing • Q&A • Evaluations • Next steps – KMA’s SharePoint 2010 Readiness Assessment http://info.kma- llc.net/sharepoint-2010- readiness-assessment/ – Metalogix conversation Flickr photo from The Wolf, used by permission: http://www.flickr.com/photos/thewolf/466545775/ THANK YOU!!! Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 90. Resources • Copy of Today’s Deck (on SlideShare today) • TechNet Migration Guide: http://technet.microsoft.com/en-us/library/cc303420.aspx • Self-study Migration Guide (download): http://www.microsoft.com/download/en/details.aspx?id=27210 • Metalogix Software Blog: http://www.metalogix.com/Blog.aspx • Relevant KMA (Chris M) Blog Articles: http://blogs.kma- llc.net/.services/blog/6a0115709993d0970b011571a5233f970b/search?filter. q=upgrade Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.