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A Practical Guide for Navigating the Clouds 
Mary Leigh Mackie 
mlmackie@avepoint.com| @mlmackie
Services
1 billion 
smartphones,4 years ahead of predictions 
50% 
of enterprise customers are “on the road” to cloud 
For the first time in modern history, workplace demographics now span 
3generations
Microsoft’s productivity vision 
Online 
On Premises 
Hybrid 
Cloud on your terms 
Messaging 
Voice & Video 
Content 
Management 
Enterprise 
Social 
Reporting 
& Analytics 
Best experience across devices 
Integrated best-of-breed solutions
Microsoft enterprise-grade cloud 
$3bn+ investment in cloud infrastructure 
Dark Fiber between hubs with multiple international edge points 
ISO27001, EU Model Clauses, HIPAA, FISMA 
DC, physical, software 
Benchmark setting Power Usage Effectiveness (PUE)
The Result: Data & People Motion 
Access data any where, at any time, from any device. 
For internal and external users.
Risk 
Awareness 
Risk 
Ignorance 
Never in all history have we harnessed such formidable technology. Every scientific advancement known to man has been incorporated into its design. The operational controls are sound and foolproof!” 
E.J. Smith, Captain of the Titanic
And is not just the job of the CMO to manage…
Prolific global access and interaction 
Securing sensitive information
“No raindrop believes it is responsible for the flood” 
Internal 
External 
Partners 
Platforms 
Global 
3rdParties
Deployment Opportunities: What are my options?
IaaS 
PaaS 
SaaS 
Storage 
Network 
Servers 
Virtualization 
O/S 
Middleware 
Runtime 
Data 
Applications 
Storage 
Network 
Servers 
Virtualization 
O/S 
Middleware 
Runtime 
Data 
Applications 
Storage 
Network 
Servers 
Virtualization 
O/S 
Middleware 
Runtime 
Data 
Applications
Windows Azure Overview 
Virtual Machine IaaSoffering 
Competitive offering to AWS 
Hyper-V architecture allows VHDs to be interchanged between on-premand Azure 
Synchronize images across regions
AWS overview 
IaaS 
Storage 
Applications 
Servers 
Virtualization 
O/S 
Middleware 
Runtime 
Data 
Applications
What is important to you? 
Control & Management 
Security & Reliability 
Anywhere Access
Why choose Office 365? 
Configuration 
Work from anywhere 
Worry free IT
Focus: Office 365
Pros 
Cons 
Single Management 
Cost effective way to obtain SharePoint, Lyncand Exchange 
Fastest way to deploy this technology 
Storage Limitations 
Features Missing 
Online.Microsoft.com 
Active Directory
Pros Cons 
 Outsource Lync & Exchange 
 Full SP feature set 
 Ability to leave services on legacy SharePoint major 
versions 
 Dual Management 
 Multiple Authentication 
Online.Microsoft.com 
Active Directory 
Microsoft 
Office SharePoint 
Server2007
Online.Microsoft.com 
Active Directory 
Collab 
BI | Search | MySites Apps 
Microsoft 
Office SharePoint 
Server2007 Apps 
Pros Cons 
 Full SP feature set 
 Ability to leave services on legacy SharePoint major 
versions 
 Dual SharePoint Management 
 Multiple Authentication
Active Directory 
Pros Cons 
 Simple authentication 
 Full SP feature set 
 Ability to leave services on legacy SharePoint major 
versions 
 Dual SharePoint Management 
Microsoft 
Office SharePoint 
Server2007
Online.Microsoft.com 
Active Directory 
Pros 
Cons 
Isolate external users from external content 
Outsource authentication and firewall complexity issues 
Complexity of Publication / Replication 
Collab 
Collab 
Publication 
Replication
Planning Information Architecture
Be in the Know 
Of your business, AND your data.
Identify organizational data flows 
Know and assess your trusted 3rd parties 
Locate & identify ‘Dark Data’ 
Prioritize and Classify your data accurately
Think “Compliance for Dummies”
Policy enforcement…
Personal/My Sites 
Governance 
Visibility 
Project/Team Sites 
Community Sites 
Portal
Information Architecture vs. Management 
Information Architecture 
Information Management 
Organize and describe content 
Metadata 
Structure 
Relationships 
Inputs 
Knowledge Management team 
Librarians 
Content owners 
Subject matter experts (SMEs) 
Outcomes 
Site map (navigation) 
Taxonomy 
Search 
Targeting (audiences) 
Manage the content & service 
Access levels (permissions) 
Lifecycle 
Storage 
Inputs 
Information management policies 
IT usage policies 
Regulatory environment 
SLAs 
Outcomes 
Access levels 
Records management 
Compliance 
Performance 
@danholme
Farm 
Content DB 
Top-level site 
List/Library 
[Folder] 
Item / Document 
Web Application 
Zone 
Service Application 
Site collection 
Sub site 
Sub site
IaaS 
PaaS 
SaaS 
Storage 
Network 
Servers 
Virtualization 
O/S 
Middleware 
Runtime 
Data 
Applications 
Storage 
Network 
Servers 
Virtualization 
O/S 
Middleware 
Runtime 
Data 
Applications 
Storage 
Network 
Servers 
Virtualization 
O/S 
Middleware 
Runtime 
Data 
Applications
Addressing Compliance in O365 
ISO27001 
EU Model Clauses/ EU Safe Harbor 
Data Processing Agreement 
Microsoft is the first and only major cloud based productivity to offer…
Site 
Collection 
HR 
Site 
Collection 
Marketing 
Site Collection 
Intranet Home 
Finance 
Marketing 
HR 
Farm 
Content DB 
Content DB 
Content DB
Constantly 
Onboarding Users
O365 cannot integrate with on-premisedata stores 
O365 vs. On Premfeature sets 
My Sites 
No server-side code business solutions
Workloads are divided across separate SharePoint environments 
Gradual transition to cloud 
In most cases today, the integration is not quite seamless
On-Premises Farm 
Content DB 
Social 
Extranet 
Teams* 
Teams 
Intranet 
Apps 
<LOB> 
Content DB 
Content DB 
Content DB 
Site Collection 
Intranet Home 
HR 
Finance 
Marketing 
Services Farm 
Site Collection 
HR 
Site Collection 
Marketing 
Site Collection 
Finance 
Search 
Metadata 
Profile 
BCS
Bill Baer –Sr. PMM MSFT –blogs.technet.com/b/wbaer 
Ben Robb –Hybrid Challenges 
Sam Hassani–Configuring SharePoint Hybrid End-to-End 
Spencer Harbar–Identify Federation using Azure 
Neil Hodgkinson & ManasBiswas –Hybrid Search 
Fabian Williams –Hybrid BCS
Getting There: Migrating to the Cloud
Mixed Junk IN 
Filter for Compliance 
Prioritize for Business Need 
Structure for Governance 
Organized 
Gold OUT
Migration: Choosing Your Approach 
Manual 
Automated
How much content? 
How long? How much downtime can you tolerate? 
How much customization? 
“Big Bang” or scaled/phased approach? 
Loss of metadata / security acceptable? 
Who can help? 
Minimum requirements? 
Mappings available? 
Can we restructure? 
Maintain coexistence?
Assessment Migration Optimization 
1 2 3
2 
3 
Find your content and analyze the current environment 
Find your content with pre-scan tool and provide tools for you to conduct an assessment on your existing environment. 
Define the scope of migration 
Identify scope, relevant content and stakeholders 
Discover any problems before running actual migration 
Figure out problematic content types or other potential issues before running your actual migration 
1
Customize Entire Migration with Migration Profiles 
Migration profiles allow you to customize your entire migration-from setting up user mappings to controlling the time for the migration to run 
Ensure Smooth Migration 
Perform test runs to ensure that your migration will sun smoothly 
Job Monitor for Transparency into Migration Jobs 
View and track migration project status through detailed job reports 
Full Fidelity Migration 
Granularly migrate content and preserve all metadata including security settings, attributes, and properties with full fidelity 
1 
2 
3 
4
Take Full Control over Destination 
•Restructure the content within or across SharePoint environments of the same versions 
•Manage end of life for content and optimize SQL Server storage 
•Connect content from file shares 
•Backup and restore to protect the SharePoint environment 
•Report on how the SharePoint environment is being utilized 
•Automate the business approval process to make SharePoint as a service 
•Scan, report on, and remediate privacy, OPSEC/SSI, site quality, and accessibility errors and violations for SharePoint environments 
Customize the If Necessary 
Further tailor and customize destination environment as necessary to meet unique business requirements 
1 
2
Wrap Up: Q&A
Understand the business case 
Understand your options 
Plan for flexibility –capability sets are evolving RAPIDLY 
Use migration as an opportunity
Have an entry AND exit strategy 
Think about the entire lifecycle of cloud content
A Practical Guide to Navigating Cloud Deployment Options
A Practical Guide to Navigating Cloud Deployment Options

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A Practical Guide to Navigating Cloud Deployment Options

  • 1. A Practical Guide for Navigating the Clouds Mary Leigh Mackie mlmackie@avepoint.com| @mlmackie
  • 2.
  • 4. 1 billion smartphones,4 years ahead of predictions 50% of enterprise customers are “on the road” to cloud For the first time in modern history, workplace demographics now span 3generations
  • 5.
  • 6. Microsoft’s productivity vision Online On Premises Hybrid Cloud on your terms Messaging Voice & Video Content Management Enterprise Social Reporting & Analytics Best experience across devices Integrated best-of-breed solutions
  • 7. Microsoft enterprise-grade cloud $3bn+ investment in cloud infrastructure Dark Fiber between hubs with multiple international edge points ISO27001, EU Model Clauses, HIPAA, FISMA DC, physical, software Benchmark setting Power Usage Effectiveness (PUE)
  • 8.
  • 9. The Result: Data & People Motion Access data any where, at any time, from any device. For internal and external users.
  • 10.
  • 11. Risk Awareness Risk Ignorance Never in all history have we harnessed such formidable technology. Every scientific advancement known to man has been incorporated into its design. The operational controls are sound and foolproof!” E.J. Smith, Captain of the Titanic
  • 12. And is not just the job of the CMO to manage…
  • 13.
  • 14. Prolific global access and interaction Securing sensitive information
  • 15. “No raindrop believes it is responsible for the flood” Internal External Partners Platforms Global 3rdParties
  • 17.
  • 18. IaaS PaaS SaaS Storage Network Servers Virtualization O/S Middleware Runtime Data Applications Storage Network Servers Virtualization O/S Middleware Runtime Data Applications Storage Network Servers Virtualization O/S Middleware Runtime Data Applications
  • 19. Windows Azure Overview Virtual Machine IaaSoffering Competitive offering to AWS Hyper-V architecture allows VHDs to be interchanged between on-premand Azure Synchronize images across regions
  • 20. AWS overview IaaS Storage Applications Servers Virtualization O/S Middleware Runtime Data Applications
  • 21.
  • 22. What is important to you? Control & Management Security & Reliability Anywhere Access
  • 23. Why choose Office 365? Configuration Work from anywhere Worry free IT
  • 25. Pros Cons Single Management Cost effective way to obtain SharePoint, Lyncand Exchange Fastest way to deploy this technology Storage Limitations Features Missing Online.Microsoft.com Active Directory
  • 26. Pros Cons  Outsource Lync & Exchange  Full SP feature set  Ability to leave services on legacy SharePoint major versions  Dual Management  Multiple Authentication Online.Microsoft.com Active Directory Microsoft Office SharePoint Server2007
  • 27. Online.Microsoft.com Active Directory Collab BI | Search | MySites Apps Microsoft Office SharePoint Server2007 Apps Pros Cons  Full SP feature set  Ability to leave services on legacy SharePoint major versions  Dual SharePoint Management  Multiple Authentication
  • 28. Active Directory Pros Cons  Simple authentication  Full SP feature set  Ability to leave services on legacy SharePoint major versions  Dual SharePoint Management Microsoft Office SharePoint Server2007
  • 29. Online.Microsoft.com Active Directory Pros Cons Isolate external users from external content Outsource authentication and firewall complexity issues Complexity of Publication / Replication Collab Collab Publication Replication
  • 31. Be in the Know Of your business, AND your data.
  • 32. Identify organizational data flows Know and assess your trusted 3rd parties Locate & identify ‘Dark Data’ Prioritize and Classify your data accurately
  • 35. Personal/My Sites Governance Visibility Project/Team Sites Community Sites Portal
  • 36. Information Architecture vs. Management Information Architecture Information Management Organize and describe content Metadata Structure Relationships Inputs Knowledge Management team Librarians Content owners Subject matter experts (SMEs) Outcomes Site map (navigation) Taxonomy Search Targeting (audiences) Manage the content & service Access levels (permissions) Lifecycle Storage Inputs Information management policies IT usage policies Regulatory environment SLAs Outcomes Access levels Records management Compliance Performance @danholme
  • 37. Farm Content DB Top-level site List/Library [Folder] Item / Document Web Application Zone Service Application Site collection Sub site Sub site
  • 38. IaaS PaaS SaaS Storage Network Servers Virtualization O/S Middleware Runtime Data Applications Storage Network Servers Virtualization O/S Middleware Runtime Data Applications Storage Network Servers Virtualization O/S Middleware Runtime Data Applications
  • 39. Addressing Compliance in O365 ISO27001 EU Model Clauses/ EU Safe Harbor Data Processing Agreement Microsoft is the first and only major cloud based productivity to offer…
  • 40. Site Collection HR Site Collection Marketing Site Collection Intranet Home Finance Marketing HR Farm Content DB Content DB Content DB
  • 42. O365 cannot integrate with on-premisedata stores O365 vs. On Premfeature sets My Sites No server-side code business solutions
  • 43. Workloads are divided across separate SharePoint environments Gradual transition to cloud In most cases today, the integration is not quite seamless
  • 44. On-Premises Farm Content DB Social Extranet Teams* Teams Intranet Apps <LOB> Content DB Content DB Content DB Site Collection Intranet Home HR Finance Marketing Services Farm Site Collection HR Site Collection Marketing Site Collection Finance Search Metadata Profile BCS
  • 45. Bill Baer –Sr. PMM MSFT –blogs.technet.com/b/wbaer Ben Robb –Hybrid Challenges Sam Hassani–Configuring SharePoint Hybrid End-to-End Spencer Harbar–Identify Federation using Azure Neil Hodgkinson & ManasBiswas –Hybrid Search Fabian Williams –Hybrid BCS
  • 46. Getting There: Migrating to the Cloud
  • 47. Mixed Junk IN Filter for Compliance Prioritize for Business Need Structure for Governance Organized Gold OUT
  • 48. Migration: Choosing Your Approach Manual Automated
  • 49. How much content? How long? How much downtime can you tolerate? How much customization? “Big Bang” or scaled/phased approach? Loss of metadata / security acceptable? Who can help? Minimum requirements? Mappings available? Can we restructure? Maintain coexistence?
  • 51.
  • 52. 2 3 Find your content and analyze the current environment Find your content with pre-scan tool and provide tools for you to conduct an assessment on your existing environment. Define the scope of migration Identify scope, relevant content and stakeholders Discover any problems before running actual migration Figure out problematic content types or other potential issues before running your actual migration 1
  • 53. Customize Entire Migration with Migration Profiles Migration profiles allow you to customize your entire migration-from setting up user mappings to controlling the time for the migration to run Ensure Smooth Migration Perform test runs to ensure that your migration will sun smoothly Job Monitor for Transparency into Migration Jobs View and track migration project status through detailed job reports Full Fidelity Migration Granularly migrate content and preserve all metadata including security settings, attributes, and properties with full fidelity 1 2 3 4
  • 54. Take Full Control over Destination •Restructure the content within or across SharePoint environments of the same versions •Manage end of life for content and optimize SQL Server storage •Connect content from file shares •Backup and restore to protect the SharePoint environment •Report on how the SharePoint environment is being utilized •Automate the business approval process to make SharePoint as a service •Scan, report on, and remediate privacy, OPSEC/SSI, site quality, and accessibility errors and violations for SharePoint environments Customize the If Necessary Further tailor and customize destination environment as necessary to meet unique business requirements 1 2
  • 56. Understand the business case Understand your options Plan for flexibility –capability sets are evolving RAPIDLY Use migration as an opportunity
  • 57. Have an entry AND exit strategy Think about the entire lifecycle of cloud content