Technical Class: Monday, March 4 2:15 PM - 3:30 PM

1. SPTechCon
The SharePoint
Technology Conference
SharePoint 2013
Upgrade Planning For The End User:
What You Need To Know
Presented By: Richard Harbridge
#SPTechCon @RHarbridge
SPTechCon
The SharePoint
#SPTechCon @RHarbridge
Technology Conference

2. SPTechCon
The SharePoint
Technology Conference
Who am I?
Boston
Washington
SPTechCon
The SharePoint
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Technology Conference

3. SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
#SPTechCon @RHarbridge
Technology Conference

4. SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
#SPTechCon @RHarbridge
Technology Conference

5. SPTechCon
The SharePoint
Technology Conference
Our Goal Today…
From Here To Here
SPTechCon
The SharePoint
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Technology Conference

6. SPTechCon
The SharePoint
Technology Conference
What Will We Cover Today?
• Why Do We Need Upgrade Planning For the End User?
• What Is The End User Responsible For?
• Motivating Users To Learn SharePoint 2013
• Examples Of New Features & Impact On End Users
• What Is IT Responsible For That Impacts End Users?
SPTechCon
The SharePoint
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Technology Conference

7. SPTechCon
The SharePoint
Technology Conference
Why Do We Need
Upgrade Planning
For The End User?
SPTechCon
The SharePoint
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Technology Conference

8. Upgrade Planning Must
Include Notification Planning
Prepared User
Unprepared User
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9. What Happened To My SharePoint
Designer “Design” View?
“Design view is gone? It’s
really difficult to update
my existing customizations,
data view web parts, and
solutions?
Prepared User
That sucks, but you gave
me some acceptable
workarounds, training, and
support… and I know it’s
not IT’s fault.”
#SPTechCon @RHarbridge

10. What Happened To My SharePoint
Designer “Design” View?
“Design view is gone?!
*Censored ranting+…
There is no way in
[Censored] I am letting you
upgrade my sites.
Everything is business
critical. I don’t want you to Unprepared User
upgrade any of the sites we
work with either! Rawrrrr!”
#SPTechCon @RHarbridge

11. No In-Place Upgrade
More likely that the user will have (for a transition period)
some sites in 2010 and some sites in 2013.
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12. New Site Collection Upgrades
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13. Puts The Upgrade In Users Hands
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14. New Site Collection Upgrades
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15. Helping Users Understand The
Upgrade Process
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16. New Site Collection Upgrades
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17. Users Can Try A Demo Upgrade
Sends an email to the Site Collection Admin
when queue and eval site creation is complete.
• The “Upgrade Evaluation Site Collection” must be clearly communicated as NOT FOR
REAL USE as it expires in 30 days – noted in a bar at the top.
• It also creates a copy of the site collection, so depending on search settings, and
storage this can have significant ramifications (beyond just the performance
implications).
• Depending on SQL (non enterprise) this may set the site to ‘read only’ until creation is
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complete.

18. New Site Collection Upgrades
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19. New Site Collection Upgrade Queue
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20. Users Manage The Upgrade Process
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21. Until You Upgrade…
No Web Analytics
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22. IT Control Of Upgrade Rollout
Some of the key questions…
• When to unlock creating new 2013
Site Collections…
• When to allow upgrade of existing Site
Collections…
• Whether to give Site Collection Admins
control or not…
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23. What Do Users Need
To Know From IT?
• Information on what will happen during transition…
• Communication on when their 2013 ‘infrastructure’
upgrade will occur…
• Provided directions if using self-service upgrade…
• Notifications and reminders for when upgrade must be
completed by…
• Self-service upgrade still means getting people to do it
eventually by a specific time
• Notification when the ‘infrastructure’ upgrade is
finished…
• What IT support, training, and help will be available…
#SPTechCon @RHarbridge

24. What Do Users Need
To Know From IT?
• In migration tool driven upgrade scenarios users will
need to know what their level of involvement will be.
• They may need training on the migration tools, or the
migration process.
• What will change after migration/upgrade?
• How will IT be charging or managing the cost for the
migration?
• What new services IT will be providing that they can
leverage using SharePoint 2013?
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25. SPTechCon
The SharePoint
Technology Conference
What Is The End User
Responsible For?
SPTechCon
The SharePoint
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Technology Conference

26. 1. Delete Unused/Evaluate Underused
Site Collections & Sub Sites
Not every ‘unused’ site collection or
‘old’ site collection should be deleted.
Example: Emergency Preparedness Site
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27. 2. Delete Unnecessary Versions
Hopefully you already limit the number of versions
whenever versioning is enabled…
If you don’t – the upgrade provides a reminder (and benefit)
to adjusting and evaluating versioning and previous stored
versions of documents.
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Before Digital File Shares SharePoint

28. 3. Identify Unused Templates,
Features & Web Parts
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29. 4. Finish Visual Upgrades In 2010
Environment w/ IT
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30. 5. Re-Create Site Templates
From 2010 Only A Few…
• Document Workspace
• Meeting Workspace
• Group Work Site
• Personalization Site
• Visio Process Repository (Not Removed, But Will Be)
From 2007 All Site Templates…
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31. 6. Learn SharePoint 2013
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32. SPTechCon
The SharePoint
Technology Conference
Motivating End Users
To Learn
SharePoint 2013
SPTechCon
The SharePoint
#SPTechCon @RHarbridge
Technology Conference

33. Dragged and Dropped
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34. Previews are Awesome
Office 2013 and the
Office 2013 web apps
can encourage users to
migrate/upgrade faster.
Consider tying the
2013 and Windows
8 upgrades to
SharePoint.
#SPTechCon @RHarbridge

35. Focus On Content
Are your pages ready for
wider displays when users
choose to ‘focus’ on
content and hide the
quick launch?
Is this a feature you
already plan on using for
those wide lists/pages?
#SPTechCon @RHarbridge

36. Sharing Is Easier
Sharing in SharePoint 2013 is designed to mitigate
common problems from previous versions:
• Granting access to a site can be a bit convoluted
• Users don’t understand what permission level to grant to
other users
• Users generally don't know who all has permissions on a site
• Users can’t see the invitations that have been sent out to
external users.
• Users don’t understand what rights they are giving people
when they add them to a SharePoint group
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37. Themes Can Add (Simple) Sex Appeal
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38. SharePoint & Email Integration
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39. Social Share-ndipity
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40. Search Is Better!
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41. SPTechCon
The SharePoint
Technology Conference
Examples Of New
Features & User Impact
SPTechCon
The SharePoint
#SPTechCon @RHarbridge
Technology Conference

42. Metadata Driven Navigation
What is it?
• In SharePoint 2013 you can define terms that are used for navigation.
Why does it matter?
• This allows you to have consistent navigation across site collections,
and enables the
What does a user have to do on upgrade?
• Int
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43. iFrames & External Content
What is it?
• In SharePoint 2013 content authors can insert an
iframe element into an HTML field on a page.
Why does it matter?
• This lets content authors embed dynamic content from other sites,
such as videos or map directions.
What does a user have to do on upgrade?
• By default, certain trusted external domains are already approved for
use in iframes. Site collection administrators can customize the field
security settings by changing the default trusted external domains.
They can also allow content authors to insert iframes for any external
domain, or prevent them from inserting iframes on any page. (HTML
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Field Security Settings)

44. Content Search Web Part
What is it?
• A new web part that allows a user to roll up aggregated content across
sites, site collections or the entire farm (unrestricted).
Why does it matter?
• Rolling up content across sites and site collections removes barriers
and helps improve productivity when working across many locations.
What does a user have to do on upgrade?
• If the organization doesn’t have an alternative component for cross site
collection roll up then this is the perfect opportunity to begin using
this.
• If the organization does have an alternative component for cross site
#SPTechCon @RHarbridge it may be worth evaluating replacing it with this web
collection roll up,
part where appropriate.

45. Image Renditions
What is it?
• Image renditions let you display different sized versions of an image on
different pages.Users can select the image rendition they want when
modifying page content under the ‘Pick Rendition’ option.
Why does it matter?
• Not only does the image often look better when set to a smaller size
(using renditions) but it also can be an extremely small fraction of the
image size.
What does a user have to do on upgrade?
• By default, the image preview that is displayed for an image rendition is
generated from the center of the image. Unfortunately this also means
many need to be adjusted throughout your publishing sites (if you
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intend to use this feature).

46. SPTechCon
The SharePoint
Technology Conference
What Is IT Responsible For
That Impacts Users?
SPTechCon
The SharePoint
#SPTechCon @RHarbridge
Technology Conference

47. Helping Users Understand The
Upgrade Process
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48. Controlling The Site Collection
Upgrade Rollout
• Defer upgrade for site collections until you can
get updated customizations to support 2013
mode.
– If you wait until the customizations are available,
you can complete the initial upgrade of database
and services without significantly affecting use of
the existing sites in 2010 mode.
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49. Spring Cleaning For A Healthy Farm
• Delete stale SPSites • Finish Visual Upgrades
and SPWebs (w/ User to 14
Approval) • Repair data issues
• Remove extraneous – stsadm -o
document versions DatabaseRepair [-
– Primarily user driven, deletecorruption]
code or tools help – stsadm -o
• Cleanup templates, ForceDeleteList
features, & web parts – stsadm -o
VariationsFixupTool
– Primarily user driven,
code or tools help – Etc…
#SPTechCon @RHarbridge

50. 2007 Only – Address Large Lists
Wait a second… I have SharePoint 2007 (or 2003)!
• Large list views and lists with many lookup columns
have performance challenges.
• If you are upgrading to SharePoint 2010 this is also
important to understand as the default throttling
limits may impact user experience.
• SQL Scripts (Read Only) and API calls can help identify
what lists you do have over the default throttle
settings, and which have a larger lookup count.
• Preventative Measures:
Selectively indexing large list columns can help (up to
10 columns), building smarter more efficient views
(1st filter), CAML/Search alternatives…
#SPTechCon @RHarbridge

51. Address Wide Lists?
What are wide lists (lists with too many Column Type Number Of
columns)? Columns
Wide lists are lists with more columns than fit (Table Row)
in a single rowspan in the content database. Single Line Of Text 64
During upgrade, the database is changed to a Choice 32
sparse table structure, and a very wide list can
cause upgrade to fail. Use the Test- Date & Time 8
SPContentDatabase command in Windows Yes/No 16
PowerShell to look for wide lists in the content
Number/Currency 12
databases and then remove extra columns
before you upgrade. Calculated 8
Integer, Lookup, People & 16
http://technet.microsoft.com/en- Group, Managed Metadata
us/library/ff382641%28v=office.15%29
Unique ID 1
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52. Number Of Site Collections Per DB
Too many site collections in a content database?
If you have 5,000 or more site collections in a database you should break them
out into multiple databases.
Why is this necessary?
In SharePoint 2010 Products, there was a
default warning at 9,000 site collections
and a hard limit at 15,000 site
collections. In SharePoint 2013 Preview,
these values change to 2,000 site
collections for the warning and 5,000 site
collections for the limit.
#SPTechCon @RHarbridge Microsoft ‘suggests you consider it’.
Richard says you should do it (at a minimum).

53. PowerPivot Rebuilds
http://www.chrismcnulty.net/blog/Lists/Posts/Post.aspx?ID=51
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54. Remove PowerPoint Broadcast Sites
They have to go. Notify users and work with
them to migrate key content, but they must be
removed or left in a 2010 farm.
Get-SPSite | Where-Object{$_.RootWeb.Template -eq "PowerPointBroadcast#0"} | Remove-SPSite
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55. Plan New Site Retention Policy
• Site-level retention policies
– Compliance levels extended to sites
– Policies include:
• Retention policy for sites and Team
Mailbox associated with site
• Project closure and expiration
policy
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56. SPTechCon
The SharePoint
Technology Conference
Thank You
Organizers, Sponsors and You for Making this Possible.
Questions? Ideas? Feedback? Contact me:
 Twitter: @RHarbridge
 Blog: http://www.RHarbridge.com
 Email: Richard@RHarbridge.com
 Resources:
90+ SharePoint Presentations at.. SlideShare.net/RHarbridge
130+ SharePoint Standards at.. SPStandards.com
15 Pages of Important Questions at.. SharePointDiagnostics.com
SPTechCon
The SharePoint
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Technology Conference

57. SPTechCon
The SharePoint
Technology Conference
Content Description
SharePoint 2013 Products Preview - Upgrade Describes the steps in the process for a database-attach upgrade.
Process model
SharePoint 2013 Products Preview - Test Your See a visual display of information about how to test the upgrade process.
Upgrade Process model
SharePoint 2013 Products Preview Upgrade Use this worksheet to record information about your environment while you test upgrade.
Worksheet
Get started with upgrades to SharePoint 2013 Find resources to help you understand how to upgrade databases and site collections from
SharePoint 2010 Products to SharePoint 2013.
Plan for upgrade to SharePoint 2013 Find resources about how to plan to upgrade from SharePoint 2010 Products to SharePoint
2013.
Test and troubleshoot an upgrade to Find resources about how to test and troubleshoot an upgrade from SharePoint 2010
SharePoint 2013 Products to SharePoint 2013.
Upgrade databases from SharePoint 2010 to Find resources to help you perform the steps to upgrade databases from SharePoint 2010
SharePoint 2013 Products to SharePoint 2013.
Upgrade site collections to SharePoint 2013 Find out how to upgrade a site collection to SharePoint 2013.
Upgrade and Migration Resource Center for Visit the Resource Center to find additional information about upgrades to SharePoint 2013.
SharePoint 2013 Products
Capabilities and features in SharePoint 2013 Visit the Resource Center to learn about what’s new in SharePoint 2013.
Resource Center
SPTechCon
The SharePoint
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58. SPTechCon
The SharePoint
Technology Conference
Content Description
What's new in SharePoint 2013 upgrade Find out about new requirements, approaches, and features that are available for upgrading
to SharePoint 2013.
Overview of the upgrade process to SharePoint Get a visual overview of the steps involved in performing an upgrade.
2013
Services upgrade overview for SharePoint SharePoint 2010 Products included several service applications, some of which have
Server 2013 databases that can be upgraded when you upgrade to SharePoint 2013. Find out which
service application databases can be upgraded and what steps that you must take before,
during, and after upgrade for your service applications.
Upgrade farms that share services (parent and In SharePoint Server 2010, it was possible to configure parent farms and child farms to share
child farms) to SharePoint 2013 services. In such an environment, the parent farm hosts one or more service applications
from which one or more child farms consume services. Learn how to approach upgrading
these environments to SharePoint Server 2013.
Best practices for upgrading to SharePoint 2013 Get off to the right start - review these best practices for testing and performing an upgrade
to SharePoint 2013.
Review supported editions and products for Understand the requirements for upgrade. And if you are planning to change SKUs or
upgrading to SharePoint 2013 products during upgrade, understand which upgrade paths are supported.
SPTechCon
The SharePoint
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Technology Conference