Netwoven webinar - 7 Fatal Mistakes when migrating from SharePoint 2007 to 2010

SharePoint 2010 Migration

Thank you for joining us as we explore the

7 Fatal Mistakes Made When Migrating

From SP 2007 to SP 2010

Welcome Everyone!

Question & Answer Session

• Webinar content will last for 50 minutes followed by

Q&A session which will last until all questions have

been answered or 11:30 AM, whichever comes first.

• If you have a question or an issue:

– Type your question in the question window of the

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– I will sort through the questions and

present those most frequently asked

to our panel at the end of the presentation

– If you an issue, click on the hand

• If you have a question that does not get

addressed, we will provide contact information

so you can reach out to the experts at

Netwoven after the webinar.

Sandy Gledhill

Slide # Enabling Intelligent Enterprises

Netwoven

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Top talent from industry

Leadership comprised of Microsoft, Accenture, Oracle and Intel talent

Former senior executive of Wipro, Infosys, McKinsey on our board

US headquartered company with development center in India

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Service Description

Migration Intranet, Extranet migrations from 2007

Out-Tasking Managed Services including Level 1, 2 and 3

support

Social Networking Communities

Document Management Taxonomy, FAST Search, Migration

Business Intelligence Reports, Scorecards and Dashboards

Portal and Collaboration Intranet, Collaboration

Web Content Management Public Websites

Custom Development Line of Business Custom Applications

Netwoven

SharePoint Services

Microsoft Best

Practices award

Winner


Early Registration Prize Winner!!

Apple iPod nano!

All attendees

who registered before February

28, 2011 are eligible!

And the Winner is….


Migrate Successfully!

Do you know the

7 Fatal Mistakes made when Migrating from SharePoint 2007 to SP 2010?

YOU SHOULD! And this is why…


Current Business Environment

*Since the start of the recession, 8.5

million jobs have been lost ~ BLS

*50% of businesses fail in the first 5

years ~ SBA

*Over the lifetime of a business:

• 39% are profitable

• 30% break even

• 30% lose money ~ NFIB Study


Project Statistics

Overall project failure rates vary

• From 33% to 67%

• Even a 1 in 3 failure rate is totally unacceptable

ACM Article (1)

– 25% of projects fail along multiple axes

– Any more than one change in project management leads to 50% risk of under performance

– Risk of under-performance is closely correlated to effort (person-months).

(1) http://blog.jackvinson.com/archives/2007/11/12/how_many_of_your_it_projects_fail_too_many.html

http://blog.jackvinson.com/archives/2007/11/12/how_many_of_your_it_projects_fail_too_many.html

http://blog.jackvinson.com/archives/2007/11/12/how_many_of_your_it_projects_fail_too_many.html


Niraj Tenany

• President and CEO, co-founder of Netwoven

• Enterprise Content Management Expert

• Worked for clients like eBay, Chevron, Microsoft, Applied

Materials

• Served both Fortune 1000 and mid market clients as an IT

strategist

• Frequent speaker in Microsoft and Industry events

• Has worked with several ECM products such as Opentext

Livelink, eRoom, Lotus Notes, Documentum, Interwoven and

SharePoint


Special Offer ~ today only

Architecture Design Session (ADS)

A Netwoven expert will consult with your company

• This is a 1 day consultation on any area of concern

• Can be held on site at your facility, at Netwoven in

Milpitas, at the Microsoft facility in Mountain View, or

conducted remotely via web meeting.


Fatal Mistake #1

Not defining a complete roadmap for your

SharePoint environment

• SharePoint 2010 is a disrupting technology and will have a

major impact on your overall IT strategy. Ignoring a well

defined roadmap will result into a bad IT strategy.

- Fastest growing product in

Microsoft’s history to reach $1B

in sales

- ERP for unstructured data

- Touches all aspects of your IT

strategy


Fatal Mistake #1



• Not leveraging the features of SharePoint to the fullest will

result into high maintenance costs, duplicate technologies

for end users, and lower productivity for end users

- Web Content Management

- Document Management

- Custom Applications

- Social Networking

- Extranet

- Enterprise search

- Business Intelligence


Fatal Mistake #1



For instance:

• Not considering the Business Intelligence capabilities of

SharePoint could result into multiple systems and having a

disintegrated system for end users

•Not considering the new FAST search

would mean not providing advanced

findability capabilities and missing out

on Search apps


Fatal Mistake #2

Failing to completely analyze your current

environment and prepare a migration plan

• Risky migration approach with vendors and internal staff

providing migration estimates that do not accurately scope

the project. Can result into a failed migration.

Risky Migration

- Technical Analysis

- Usage Analysis

- Governance

- Requirements Queue

- Search and Retrieval


Fatal Mistake #2

Failing to completely analyze your current

environment and prepare a migration plan

• Unable to determine the timeline and budget for migration

resulting into missed expectations with your end users

- Site Collection Sizes

- Security Policies

- Taxonomy / Meta data Management

- Search

- Customizations

- Operations


Fatal Mistake #2

Failing to completely analyze your current environment and prepare a migration plan

For instance:

• Performance issues and data restore issues with your large site collections

• Third Party web parts deployed on some WFEs and not on all WFEs (Surprise!)

Do this, so you don’t end up

here


Fatal Mistake #3

Relying completely on the results of the Sharepoint pre-

upgrade checker

• Utility provided by Microsoft to assess your environment and

its readiness for migration

- Hardware readiness

- Database readiness

- List of customizations

For Instance:

•Require SharePoint 2007 SP2 service pack

•Need to upgrade to 64 bit machines


Fatal Mistake #3

Relying completely on the results of the SharePoint pre-

upgrade checker

• Excellent starting point but should not be the only thing in

your bag of tricks

• Could lead to a non-functional SharePoint environment

leading to lost productivity, wasted money, time and human

resources by the business.

- Known and unknown

customizations

- Undocumented things done by

administrators and end users


Fatal Mistake #3

Relying completely on the results of the SharePoint pre-

upgrade checker

• Could lead to critical data being lost after migration is

performed.

• Unable to migrate a site

collection due to a missing

custom feature

• Partial migration of the

Mysites due to missing third

party web parts


Fatal Mistake #4

Failing to re-architect prior to migration

• Involves looking at your overall SharePoint environment

and ensuring that the roadmap that is defined fits with the

overall architecture and using the new features of

SharePoint to implement them

- Farm Architecture

- Information Architecture

- Taxonomy Architecture

- Search Architecture

- Operations Architecture

- Governance Architecture


Fatal Mistake #4


Can cause your team to:

- Miss Technical improvements

- Miss Operational improvements

- Miss Process improvements

- Replace custom features with

OOTB features

- Plan and enable new features that

come with SharePoint 2010

- Develop new customizations to

meet business requirements


Fatal Mistake #4


Common questions regarding re-architecture:

• Deep Site Collections vs. Wide Site Collections

• Having Extranet and Intranet in the same farm

• Working with large digital content (Video)

- Intranet and Extranet

- Separate Active Directory to manage

users

- Leveraging the use of the DMZ

- Better administrative functions

- Deep vs. Wide - Few site collections hosting intranet,

collaboration, and document

management

- Use of SharePoint groups and AD

groups

- Search Scopes

- Small or large Taxonomy


Fatal Mistake #5

Not analyzing the customizations in detail

- Custom Templates

- Custom Workflows

- Custom Applications

- Custom Search

- Custom Web Parts

- Custom Features


Fatal Mistake #5


• Root cause of delays in migration. Not having a complete

handle on the customizations can result into costly delays

and an unstable environment.

• Prepare a list of customizations, analyze and test the

customizations and perform appropriate changes

• Site Definitions

• Third Party Web Parts

• Workflows

• Line Of Business Applications

• Custom Features


Fatal Mistake #5


• Multiple file delete function in a document library

• Taxonomy Management application

- Multiple file delete is an OOTB

feature. Remove the

customization

- Replace components of the

taxonomy management

application with OOTB features


Fatal Mistake #6

Trying to cut corners by using an inexpensive third

party migration tool

• Assist with content migration

• Assist with customization migration

- Date / Time stamps preserved

- Created By / Modified By

preserved

- Deleted users cleaned

- Merge and split of site collections

and sites

- Merge and split of libraries

- Customization migration


Fatal Mistake #6

Trying to cut corners by using an inexpensive third party migration tool

• Often ignore the learning curve required for the third party tool

• Migration Tools themselves require customizations at time to support specific needs

Don’t be this guy

- Ability to take folder names and

turn them into site columns


Fatal Mistake #6

Trying to cut corners by using an inexpensive third

party migration tool

- Several HR Site collections

exist that are spread across

the farm. Need to combine

them into a single site

collection

- Customer Site collection too

big, need to break it into

multiple site collections


Fatal Mistake #7

Failing to Conduct a Test Migration

• Most important step prior to preparing your final migration plan. Without this, the project plans will not be final

• The credibility of your business hangs in the balance here! The incorrect scoping that can result will likely mean costly project delays.

- Untested migration scripts

- Non functional content

migration tool

- Time it takes to migrate


Fatal Mistake #7

Failing to Conduct a Test Migration

• Verify your plan

• Verify your assumptions

• Validate your tools

• Ensure you have the right team with the required skills

- Incomplete test scripts

- Lack of co-ordination with the

server group for hardware

- Availability of end users for testing

of the migrated content



Architecture Design Session (ADS)

A Netwoven expert will consult with your company • This is a 1 day consultation on any area of concern

• Can be held on site at your facility, at Netwoven in Milpitas, at the

Microsoft facility in Mountain View, or conducted remotely via web

meeting.

1. Netwoven will provide an AS-IS assessment

2. A TO-BE Definition will be identified

3. Netwoven will provide a GAP Analysis

4. Recommendations will be provided



Architecture Design Session

(ADS)

• Define the Roadmap

• Establish Priorities

• Propose Next Steps




(ADS)

The ADS Project with Netwoven is a $2,000.00 value.

Today only, as a “Thank You” for your participation, we

are offering you a one time opportunity to schedule a

complete ADS for…

ONLY $500.00!




(ADS)

Special Offer registration procedure

1. Send an email to [email protected]

2. Enter “SPADS0329” in the subject line

3. In the body of your email include your name and

contact information ~ make sure to include a telephone

number

4. A Netwoven team member will contact you to

set up an appointment time and will forward a

Statement of Work for signature

mailto:[email protected]


Webinar Prize Winner!!

Microsoft Office 2010

Professional Plus!

All attendees who registered and

are attending the webinar

today!

And the Winner is….


Expert Panel

Niraj Tenany

CEO & Co-Founder

Netwoven

Matt Maher

Solutions Architect

Netwoven

Viraj Bais

CTO & Co-Founder

Netwoven

Walt De Petris

VP, Service Delivery

Netwoven

Netwoven webinar - 7 Fatal Mistakes when migrating from SharePoint 2007 to 2010

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Transcript of Netwoven webinar - 7 Fatal Mistakes when migrating from SharePoint 2007 to 2010