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Migrating to Office 365 Randy Williams Enterprise Trainer & Evangelist randy.williams@avepoint.com Twitter: @tweetraw © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
Randy Williams Enterprise Trainer & Evangelist – AvePoint 20+ years in IT developer, consultant, trainer, author Three-time SharePoint MVP Speaker at many global conferences randy.williams@avepoint.com http://linkd.in/plEEb1 @tweetraw
Agenda Migration Solutions Office 365 Overview 1 2 3 4 Migration Planning Q & A
Agenda Office 365 Overview 1
What’s in the Box? http://office365.microsoft.com/
Microsoft’s Promise 99.9% uptime Certified Multiple datacenters Geo-redundant Shorter release cycles http://www.microsoft.com/en-us/cloud/cloudpowersolutions/productivity.aspx?fbid=yk9RvqroDcr
Data Centers
Managed Service Scalability Low up-front costs—pay as you grow  Binding SLAs Disaster Recovery High Availability Globalization Eco-friendly Potential Benefits
Potential Issues Security Data Sovereignty  Reliability Offline story Compliance Dev/Test/Staging farm? Storage costs Recovery SLAs No server access Locked in
Missing Features Today Business Connectivity Services FAST Search Performance Point Services Project Server Power Pivot Secure Store Service Limited device support Full Trust Solutions
Current USD Costs (per user/per month) Professional and Small Business(less than 50 users) P$6	– Exchange, Lync, SharePoint, Office Web Apps Enterprise E1 $10 – Exchange, Lync, SharePoint E2 $16 – E1 + Office Web Apps E3$24 – E2 + Office Pro Plus, Excel/InfoPath/Visio/Access Services E4 $27 – E3 + voice capabilities Storage costs might be additional http://www.microsoft.com/en-us/office365/enterprise/subscription-plans.aspx
Office 365 Storage * Excludes My Sites
SharePoint 2010 Enterprise Lync 2010 Exchange 2010  Office 2010 Professional Price Comparison 100 users On-premises Office 365 E3 $28,800 1st year $28,000 2nd year $28,000 3rd year ,[object Object]
Software: Windows Server 2008 R2, SQL Server 2008 R2, SharePoint Server 2010, Office 2010 Professional…Cost?
Agenda 2 Migration Planning
Deploying SharePoint Online is still a SharePoint deployment. Many of the project tasks such as planning, governance and training do not change. Important Reminder
Common Office 365 Scenarios All-in (usually for new deployments) Hybrid Collaboration, My Sites are common services to move Redesigning information architecture On-premise accounts can be used to authenticate to O365 Provides single sign on Must deploy ADFS 2.0 into your on-premises network Establish relationship between on-premises forest and O365 See http://bit.ly/mODcnL for more details
Do I need an on-premises staging farm?
Why have an on-premises staging farm? Performance Convenience Cleanup/re-architect locally/roll back & re-apply Consolidation Reduce overall risk Increased flexibility with migration tools Can evolve into testing/training environment MSFT recommended approach
Questions to Ask How much content needs to be migrated? Can non-SharePoint related assets be properly mapped into SharePoint? How many customizations are currently in use? Can it be done iteratively? How much downtime can be tolerated during cutover? Is loss of metadata and securities acceptable?
Migration Considerations Granularity Do you need flexibility on what gets migrated? Fidelity Can you preserve the data context (e.g. metadata)? Mapping Can you represent external data properly? Co-existence Are both systems up?  Do you need to do incremental migrations?
Migrating from BPOS Migration will happen automatically Scheduled from Sept 2011 – Sept 2012 Microsoft will contact you 60-90 days before migration is done Expect downtime during the migration May take a few hours to two or more days http://www.microsoft.com/online/transition-center.aspx
Agenda Migration Solutions 3
Migration Options Manual  Usually just for files Do you delegate out to users? Use SharePoint Designer Write custom code to call into the SharePoint API Use third party tools
APIs available Client Object Model Three flavours - .NET, Silverlight, JavaScript Various limitations Many operations are available within site collection Web, List, Library, Folder, File, Item, etc. OData (REST-ful) web services Creating, updating, deleting items Add reference to /_vti_bin/listdata.svc Classic SOAP-based web services (.asmx) Careful: authentication is tricky!
Calling into Office 365 with Client Object Model
O365 Migration Tools Microsoft has not provided any ISV and community opportunity/responsibility AvePoint - DocAve Migrator Metalogix - Migration Manager for SharePoint MetaVis- Migrator for SharePoint PCVITA – Express Migrator for SharePoint
DocAve for SharePoint Online Designed with staging in mind Supports Standard or Dedicated Office 365 Graphical mapping Content selection filters Based on the DocAve platform Staging
O365 Migration
Recommendations Treat a migration as a real project Costs, features, schedule Clean up source environment as much as possible Delete/archive out unused content Migration should be iterative process “Big-bang” migrations are much more complex Consider third party solutions Testing is essential Expect to do troubleshooting and problem solving Best to do this in an on-premises environment
To learn more about Office 365 Webcast recorded on 2 Aug 2011 Download from http://www.avepoint.com/sharepointuncensored
Agenda 4 Q & A
Q&A Randy Williams randy.williams@avepoint.com

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Migrating to Office 365

  • 1. Migrating to Office 365 Randy Williams Enterprise Trainer & Evangelist randy.williams@avepoint.com Twitter: @tweetraw © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
  • 2. Randy Williams Enterprise Trainer & Evangelist – AvePoint 20+ years in IT developer, consultant, trainer, author Three-time SharePoint MVP Speaker at many global conferences randy.williams@avepoint.com http://linkd.in/plEEb1 @tweetraw
  • 3. Agenda Migration Solutions Office 365 Overview 1 2 3 4 Migration Planning Q & A
  • 4. Agenda Office 365 Overview 1
  • 5. What’s in the Box? http://office365.microsoft.com/
  • 6. Microsoft’s Promise 99.9% uptime Certified Multiple datacenters Geo-redundant Shorter release cycles http://www.microsoft.com/en-us/cloud/cloudpowersolutions/productivity.aspx?fbid=yk9RvqroDcr
  • 8. Managed Service Scalability Low up-front costs—pay as you grow Binding SLAs Disaster Recovery High Availability Globalization Eco-friendly Potential Benefits
  • 9. Potential Issues Security Data Sovereignty Reliability Offline story Compliance Dev/Test/Staging farm? Storage costs Recovery SLAs No server access Locked in
  • 10. Missing Features Today Business Connectivity Services FAST Search Performance Point Services Project Server Power Pivot Secure Store Service Limited device support Full Trust Solutions
  • 11. Current USD Costs (per user/per month) Professional and Small Business(less than 50 users) P$6 – Exchange, Lync, SharePoint, Office Web Apps Enterprise E1 $10 – Exchange, Lync, SharePoint E2 $16 – E1 + Office Web Apps E3$24 – E2 + Office Pro Plus, Excel/InfoPath/Visio/Access Services E4 $27 – E3 + voice capabilities Storage costs might be additional http://www.microsoft.com/en-us/office365/enterprise/subscription-plans.aspx
  • 12. Office 365 Storage * Excludes My Sites
  • 13.
  • 14. Software: Windows Server 2008 R2, SQL Server 2008 R2, SharePoint Server 2010, Office 2010 Professional…Cost?
  • 15. Agenda 2 Migration Planning
  • 16. Deploying SharePoint Online is still a SharePoint deployment. Many of the project tasks such as planning, governance and training do not change. Important Reminder
  • 17. Common Office 365 Scenarios All-in (usually for new deployments) Hybrid Collaboration, My Sites are common services to move Redesigning information architecture On-premise accounts can be used to authenticate to O365 Provides single sign on Must deploy ADFS 2.0 into your on-premises network Establish relationship between on-premises forest and O365 See http://bit.ly/mODcnL for more details
  • 18. Do I need an on-premises staging farm?
  • 19. Why have an on-premises staging farm? Performance Convenience Cleanup/re-architect locally/roll back & re-apply Consolidation Reduce overall risk Increased flexibility with migration tools Can evolve into testing/training environment MSFT recommended approach
  • 20. Questions to Ask How much content needs to be migrated? Can non-SharePoint related assets be properly mapped into SharePoint? How many customizations are currently in use? Can it be done iteratively? How much downtime can be tolerated during cutover? Is loss of metadata and securities acceptable?
  • 21. Migration Considerations Granularity Do you need flexibility on what gets migrated? Fidelity Can you preserve the data context (e.g. metadata)? Mapping Can you represent external data properly? Co-existence Are both systems up? Do you need to do incremental migrations?
  • 22. Migrating from BPOS Migration will happen automatically Scheduled from Sept 2011 – Sept 2012 Microsoft will contact you 60-90 days before migration is done Expect downtime during the migration May take a few hours to two or more days http://www.microsoft.com/online/transition-center.aspx
  • 24. Migration Options Manual Usually just for files Do you delegate out to users? Use SharePoint Designer Write custom code to call into the SharePoint API Use third party tools
  • 25. APIs available Client Object Model Three flavours - .NET, Silverlight, JavaScript Various limitations Many operations are available within site collection Web, List, Library, Folder, File, Item, etc. OData (REST-ful) web services Creating, updating, deleting items Add reference to /_vti_bin/listdata.svc Classic SOAP-based web services (.asmx) Careful: authentication is tricky!
  • 26. Calling into Office 365 with Client Object Model
  • 27. O365 Migration Tools Microsoft has not provided any ISV and community opportunity/responsibility AvePoint - DocAve Migrator Metalogix - Migration Manager for SharePoint MetaVis- Migrator for SharePoint PCVITA – Express Migrator for SharePoint
  • 28. DocAve for SharePoint Online Designed with staging in mind Supports Standard or Dedicated Office 365 Graphical mapping Content selection filters Based on the DocAve platform Staging
  • 30. Recommendations Treat a migration as a real project Costs, features, schedule Clean up source environment as much as possible Delete/archive out unused content Migration should be iterative process “Big-bang” migrations are much more complex Consider third party solutions Testing is essential Expect to do troubleshooting and problem solving Best to do this in an on-premises environment
  • 31. To learn more about Office 365 Webcast recorded on 2 Aug 2011 Download from http://www.avepoint.com/sharepointuncensored
  • 32. Agenda 4 Q & A
  • 33. Q&A Randy Williams randy.williams@avepoint.com
  • 34. © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Notas do Editor

  1. Migrating from a SharePoint On Premise solution or other Content Management System to SharePoint Online can be quite time consuming if done by hand. There are several other  methods for performing this migration, including a script based migration, developing your own migration solution with C# or using tooling like AvePoint’s DocAve. In this session Randy will talk about defining a SharePoint Online strategy and methods for migrating data to SharePoint Online.
  2. # Site coll <300 excludes My Sites
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  4. SP Designer?