Helping You Know Your Content! Tips and Tricks learned Microsoft’s migration to Office 365 and...
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Transcript of Helping You Know Your Content! Tips and Tricks learned Microsoft’s migration to Office 365 and...
Helping You Know Your Content!Tips and Tricks learned Microsoft’s migration to Office 365 and OneDrive
Dorinda Reyes, Solutions Engineer Buildingi @ruenellsPeter Senescu, Co-Founder of MetaVis @psenescu
2
Company Facts
Thought Leadership
MS Gold ISV & Member of Partner Councils
Offices in Redmond, Houston, Philadelphia & UK
Privately held & profitable, veteran management team
Known for SP, Office365, Google & broader cloud ecosystem
Wide Spectrum of Wildly Successful Customers
3
Bac
kup
Solution Overview
Information Management Platform Cloud On-Boarding Made Easy
• Migration- Increase Portability & Interoperability
• Administration- Analysis & Insights
• Security- Ensure Proper Access
• Architecture- Better Organization / Reduce Sprawl
• Protection- Backup & Recovery
• Zero server footprint truly agentless (cloud ready)
• Easy to install, intuitive design
• Rapid & self-evident value
• Single platform client, server, private or public cloud
• Enterprise grade without enterprise cost or effort
4
What Makes MetaVis Solutions Unique?
Our Principals of Design & Market Approach
Unified Content Management
Information Architecture
Unstructured Content
TransformationAdministration and Analytics
Security; Permissions and
AwarenessContent Backup and
Protection
Easy to install, intuitive design, rapid &
self-evident value
Zero server footprint truly agentless (cloud ready)
Single platform client, server, private
or public cloud
Enterprise grade without enterprise
cost or effort
Product / Innovation company first, sales & marketing second
5
Unmatched Innovation
2008
ARCHITECT
2009
FOLDERS
2010
SHAREPOINT 2010SUPPORT
2011 2012 2013 2014
FILE UPLOAD
IM POWER USER
IM ENTERPRISE
CHANGE MANAGER
MIGRATOR
OFFICE 365 SUPPORT
PUBLIC FOLDER
SHAREPOINT 2013
AUTO TAG
BACKUP
INFORMANT
TERM STORE MANAGER
GOOGLE TO ONEDRIVE
PRE-MIGRATION ANALYSIS
BACKUP TO CLOUD
ADMINISTER RELEASED
NINTEXT WORKFLOW
FARM, TENANT
ONE DRIVE PROVISIONING
ONEDRIVE UPLOADS
SELECTABLE SKINS
OFFICE 365 APP
GOOGLE MIGRATOR
FILE MANAGER
INFORMANT QUICK RUN
BACKUP POWER USER
SECURITY MANAGER
SCHEDULER
ORPHANED USERS
PERMISSIONS BACKUP
ONEDRIVE MANAGER
6
More Than Agile
2010 2011
SharePoint 2010 support
Added Site migration functionality
Added support for Managed Metadata fields in SharePoint 2010
Background processing for migration
Added support for SharePoint Group migration
Birth of the MetaVis Platform (view permissions, level and groups across products)
Added support for the use of Filters
First release of Live Compare
Promote to a New Site Collection released
First release of Term Store browser
Added support for Scripts
Added support for copying SPD Workflows
Added support for copying InfoPath Forms
Added ribbon to the Application UI
Added support for SPS 2003
Released Change Manager
Bulk site collection migration released
Added support for Office 365 SharePoint Online
First release of CSV files for migration
Profile Manager released
Bulk extraction from SharePoint to File Shares
Added support for Enterprise Keywords
MetaVis File Manager standalone product
Incremental copy released
Added support for migrations from PST files
MetaVis Security Manager standalone product released
MetaVis Google Migrator standalone product released
Search released for Architect
2012 2013 2014
Automatic user mapping added for Office 365
Added retention policies to Backups
Released Site and List Properties dialog
Out of place restore implemented
Added support for migrating Meeting Workspaces
Added Export to CSV for Term Sets
First release of federated connectivity for Office 365
Added support for the creation of new terms during copy/tag
Grouping, sorting and ordering added to Log Viewer
Added support to provision new site collections in Office 365
Added support for Orphaned User migration
MetaVis Scheduler was released
Application Welcome Page released
Released OneDrive for Business Administrator dashboard
Added support for the migration of hidden columns
First support for SharePoint Wave 15 (SharePoint 2013)
Auto-tagging released
Live Compare support for Term Stores
Term Store Manager standalone product released
MetaVis Informant standalone product released
Added tiered licensing support for MetaVis Backup
Released option to convert 2010 workflows to 2013
First release of bulk Google
Drive to OneDrive for Business
Released support for the detection and migration of Nintex workflows
MetaVis Administrator for Power Users standalone product released
MetaVis Administrator standalone product released
OneDrive for Business Management Suite released
Farm, Tenant and OneDrive for Business connectivity released
Permissions only backup and restore added to MetaVis Backup
Added support for migrating between OneDrives
Added support for file shares uploads into OneDrives
Added support for Office 365 Site Views in Administrator reports
Visual and functional update to Live Compare
Added option to Compress Storage in SharePoint 2013
Migration statistics released
Tagging via CSV file
Added scheduling for migrations
MetaVis Backup released
Added security scanning to Administrator collections and reports
Support to provision new OneDrives for Business
Released ability to switch skins in MetaVis
Added support to retain GUIDs when migrating Term Sets and Terms
Released Pre-migration Analysis reports
Full Compare option released for Live Compare
Added support to use cloud storage (Azure or S3) for Backups
Added Quarantine action to Informant
MetaVis Public Folders standalone product released
Added support for migrating between Office 365 tenancies
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DECJAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Pre-Migration Analysis
Migration
Post Migration /Known Issues
• Site Template• Features• Web Parts• List & Libraries• Workflows
Run pre-migration analysis
• Design Package• Storage Increase (if
needed)• Site Collection Features• Site Features• Term Store• Content Types
Pre-Migration Checklists
Evaluate Items that will fail due to non compatibility
Import Design Package (page layouts, master page,
branding)
Enable Site Collection/Site Features
Import Managed Metadata/Term-store
Check in all pages and documents
• Validate all content is checked in prior to migration
• Migrate Content• Remap user
accounts• Remap web parts (if
applicable)
Use Metavis to remap users and web-parts
Evaluate items and objects that may fail
during migration
Manually configure content query web-parts (if applicable)
Change permissions on source site to READ Only
• Configure web-parts• Configure Site Navigation• Update Search URL• Set old environment to READ
Only
Post Migration
• Master Page & Page Layouts
• Site/sub site classification
Migration Checklists
Known IssuesMaster page and page layouts
do not migration due to compatibility
Migration Planning (End to End)
Helpful LinksDownload Trials:
http://www.metavistech.com/product/office-365-suite
http://www.metavistech.com/product/onedrive-management
How To Guides:
http://www.metavistech.com/support
Blog Posts about Office 365 and OneDrive for Business
http://blog.metavistech.com/tag/office-365/
Thank You & We Look Forward to Working Together!