Migrating SharePoint, no matter if it is migration between tenants, migrating from SharePoint on-premises to SharePoint Online, or even migration between site collections, does not have to be a manual nightmare.

Bitscape has helped many enterprises and small and medium scale businesses in their business endeavors where we meet the stakeholders and discuss the need and help them see the clear picture and suggest the best approach to get the best ROI from their IT investment. We discuss the existing IT environment, business objectives and suggest the best-suited solution.

We would be more than happy to share some standard basic approach and solution we proposed to our clients. E.g. one of our clients was looking for infrastructure assessment and planning as well as SharePoint migration where we carried out and performed the objective by the following approach,

Digital Transformation Image

Implementation Approach:

 

  • Plan.
  • Prepare.
  • Act.
  • Check.

 

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Plan

 

  • Form a multi-disciplinary migration Team.
  • Determine upgrade approach.
  • Reviews upgrade best practices.
  • Review supported and unsupported upgrade paths.
  • Review system requirements for the upgrade.
  • Create and document a high-level project plan for migration.
  • Get all stakeholders on board with the plan and finalize the plan with their help.

 

 

Prepare

 

  • Identify, understand and document the user expectation, existing topology and services, 3rd party tool or component, other product integration, workflows, and Authentication & Authorization requirement.
  • Identify, understand and document the Localization and Language Packs, Environment Statistics and Feature Coverage, Readiness and Training for existing staff.
  • Identify how search features are affected by the upgrade.
  • Identify and document how services are affected by upgrades (BDC, Excel Services, and InfoPath, etc.).
  • Know security settings and who should have access to what content.
  • Identify customizations for layouts, features, solutions, events.
  • Remove obsolete, duplicate, orphaned content from the site by reducing the size of the DB & no of pages to migrate.
  • Fix any existing problem that any exists in the site today that identified by running PreUpgradeCheck and Test SPConnectDatabase command tool.
  • Procure hardware (64-Bit) needed for the test and production environment.
  • Create an issue/problem reporting process and publicize it to business users before the migration.
  • Plan on recreating master pages, themes, etc.

 

Act

 

  • Choose migration method.
  • Inform the users about the migration plan and keep them updated regularly.
  • Create the User Profile Service using PowerShell Script, New-SP Profile Service Application.
  • Conduct a test migration and check for problems.
  • Upgrade.
  • In-Place.
      • Back up the entire environment before an in-place upgrade.
      • Upgrade in place to SharePoint Server 2013.
      • Install available language template packs.
  • Perform post-upgrade steps for an in-place upgrade.
        • Configure new and upgraded services after in-place upgrade.
        • Upgrade profile properties to taxonomy data and update the photo store for Profile Services.
        • Create and configure the Secure Store service application and migrate SSO data to the Secure Store service.
        • Upgrading solutions that depend on the Business Data Catalogue.
    • Have users migrate private My Links to private tags (Optional).
  • DB Attach.
      • Prepare the new SharePoint Server 2013 environment for a database attach upgrade.
      • Attach databases and upgrade to SharePoint Server 2013.
  • Perform post-upgrade steps for a database attach upgrade.
        • Reapply administrator permissions for services.
        • Upgrade profile properties to taxonomy data and update the photo store for Profile Services.
        • Create and configure the Secure Store service application and migrate SSO data to the Secure Store service.
        • Upgrading solutions that depend on the Business Data Catalogue.
        • Update links that are used in any upgraded InfoPath form templates.
    • Have users migrate private My Links to private tags (Optional).

 

Check

 

  • Verify upgrade and review upgraded sites.
  • Fix any issues with the upgraded sites.1

 

Let's Start