Welcome to the
Minnesota SharePoint
User Group
April 11th, 2007
Assessing your SharePoint 2003 to SharePoint 2007
Migration Options
Tim Smith - Avanade
http://www.sharepointmn.com
Agenda
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Quick Intro
Migration - Part 1
Break
Migration - Part 2
Q&A and Giveaway
http://www.sharepointmn.com
User Group Goal / Objectives
Develop and support a local community focused on Microsoft
SharePoint Technologies
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Educate user group members about SharePoint Technologies
Transfer knowledge within the community
Communicate best practices
Introduce new products / solutions
http://www.sharepointmn.com
Introductions – MNSPUG Sponsors
Inetium (www.inetium.com)
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Twin Cites based Microsoft consulting company
Microsoft Gold Certified Partner
Practice Area focused on Information Worker Technologies
New Horizons – Minnesota (www.newhorizonsmn.com)
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Microsoft Gold Certified Partner
Training on many technologies
Microsoft (www.microsoft.com)
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I’m guessing you’ve heard of them
http://www.sharepointmn.com
www.sharepointmn.com
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Website for user group
SharePoint resource documents
SharePoint resource websites links
RSS Feeds
Meeting Schedule
Past User Group Presentations
www.sharepointmn.com
http://www.sharepointmn.com
Upcoming Schedule
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Next Meeting
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May 11th 9:00 AM to 11:30 AM
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Microsoft’s Bloomington Office
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Topic: Templates and Site Collections
Ongoing Schedule
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2nd Wednesday of every month
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9:00 to 11:30 am
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Microsoft’s Bloomington Office
http://www.sharepointmn.com
CRM User Group Meeting
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Thursday, April 12th, 2007
8:30 – 9:00 Registration
9:00 – 11:00 Presentation
11:00 – 11:30 Q&A and Networking
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Microsoft’s Bloomington Office (here)
http://www.sharepointmn.com
Twin Cities MPA Free Lunch ‘n’ Learn
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April 20, 2007
Overview: Microsoft Office Project Portfolio Server
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May 18, 2007
Overview: Microsoft Office SharePoint 2007: A Project Enabling Platform
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RSVP or for more information - http://www.mympa.org/Chapters/TwinCities
The Official Industry Association for Microsoft Office Project
http://www.sharepointmn.com
Previous Meetings
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SharePoint 2007 Overview: – May 2006 MNSPUG Presentation – This presentation provides an overview of a number of the key features and
capabilities that SharePoint 2007 provides. http://sharepointmn.inetium.com/User Group Presentations/May 2006 MNSPUG.ppt
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Document Management / Records Management: June 2006 MNSPUG Presentation – This presentation covers how documents and records are
managed using SharePoint. This presentation also covers SharePoint Content Types. http://sharepointmn.inetium.com/User Group
Presentations/June 2006 MNSPUG.ppt
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Workflow: July 2006 MNSPUG Presentation – This presentation covers how workflow and digital forms work in SharePoint
2007. http://sharepointmn.inetium.com/User Group Presentations/July 2006 MNSPUG.ppt
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Business Intelligence: August 2006 MNSPUG Presentation – This presentation covers many of the new features of SharePoint 2007 that are
used to address Business Intelligence including Dashboard sites, Key Performance Indicator (KPI) lists, Excel Services and the filter web
parts. http://sharepointmn.inetium.com/User Group Presentations/August 2006 MNSPUG.ppt
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Web Content Management: September 2006 MNSPUG Presentation – This presentation focuses on the web content management features of
SharePoint 2007 that allow end users to publish their own web content (ex: articles). http://sharepointmn.inetium.com/User Group
Presentations/September 2006 MNSPUG.ppt
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Search, Business Data Catalog (BDC), and the Knowledge Network: October 2006 MNSPUG Presentation – This presentation focuses on the
search capabilities of SharePoint 2007 including leveraging the Business Data Catalog. http://sharepointmn.inetium.com/User Group
Presentations/October 2006 MNSPUG.ppt
http://www.sharepointmn.com
Conferences
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Advisor Summit – May 6-10 Anaheim, CA
http://advisorevents.com/cte0705p.nsf/w/cmsMain
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Microsoft Business Intelligence Conference - May 9-11 – Seattle, WA
http://www.microsoftbiconference.com/
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Tech Ed – June 4-8 - Orlando, FL
http://www.microsoft.com/events/teched2007/default.mspx
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PDC – October 2-5 - Los Angeles, CA
http://msdn.microsoft.com/events/pdc/
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SharePoint Connections – Fall – Las Vegas, NV
http://www.sharepointmn.com
Assessing your SharePoint 2003
to SharePoint 2007 Migration
Options
Tim Smith – Avanade
Information Worker Practice Director
[email protected]
Copyright ©2007 Avanade
Agenda
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Introductions
Overview of the migration options
Evaluating your current environment
Selecting the right migration approach
Getting ready to migrate
Change management and impact to users
Q&A
Copyright ©2007 Avanade
Who is Avanade?
• Avanade has a significant presence in the Minneapolis
market and works with both Microsoft and Accenture
many customers in the metropolitan area.
• We focus on a broad range of Microsoft technologies,
and have Practices in the Minneapolis market that focus
on:
• Application Development
• Infrastructure
• Information Worker & Collaboration
• Microsoft Dynamics
Copyright ©2007 Avanade
What is the scope of this discussion?
To help you understand how to make the best decisions about
how to migrate your SharePoint 2003 environments to MOSS
2007 or WSS v3.
Copyright ©2007 Avanade
Overview of the migration options
• Three primary migration options
• In-place
• Software upgrade followed by immediate site upgrade
• Gradual
• 2003 and 2007 co-existence with individual site
collection migration
• Database
• Content Databases migrated individually to a new farm
and all sites in the DB are upgraded
Copyright ©2007 Avanade
In-Place Upgrade & Migration
Pros
Cons
Simplest Model
No rollback capability
Allows server upgrade and site
upgrade in one operation
Site URLs will remain unchanged
Not suitable for large deployments
or deployments over 30 GB
Site outage for duration of upgrade
Uses existing hardware and
databases
Copyright ©2007 Avanade
Gradual Migration
Pros
Cons
Enables granular site migration,
limits site downtime
Requires better change management
& communication planning
Allows for individual site rollback
Maintenance costs increase the
longer the co-existence period is
Sites can retain current URLs
Uses additional SQL storage and web
server load
Automatic site re-directs during the
coexistence period
Some issues with Office apps during
migration
Works well with large, customized
deployments
Copyright ©2007 Avanade
Database Migration (DB Attach)
Pros
Best approach when deploying a
new 2007 farm
Migrate large blocks of sites at a
time
Good for large deployments that
want the quickest upgrade path
Customers using scalable hosting
mode
Copyright ©2007 Avanade
Cons
The site URL may change and more
manual steps are required to keep
the same URLs
Manual re-directs may need to be
setup
Requires extra SQL storage during
migration
Less flexibility on which sites get
migrated when
Large Content DBs may need to be
restructured
Evaluating your current environment
• Your current environment and needs will drive
which migration option you chose
• Some questions to ask:
• Topology
• Do you have multiple farms?
• How many servers are in your 2003 farm(s)?
• Do you intend to consolidate farms or add farms during
migration?
• How many content DBs do you have? How big are they?
• How well does your current hardware support your needs?
Copyright ©2007 Avanade
Evaluating your current environment
• User Base & Corpus
• How many site collections and sites do you have?
• How many users are using 2003? What percentage of
your users are on 2003?
• Customization
• How much is your look and feel customized?
• Do you have custom site definitions?
• Do you have custom Web Parts, Event Handlers, or 3rd
party components?
• How much “ghosting” do you have?
Copyright ©2007 Avanade
Evaluating your current environment
• Service Levels
• What are the published SLAs for your SharePoint
environment?
• Are there groups that have SharePoint “apps” that are
critical or heavily used?
Copyright ©2007 Avanade
Selecting the right migration approach
• Case Study
• Large global company
• Operations in US, EU, and APAC
• Multiple Farms
• Some heavy customization, some vanilla
Copyright ©2007 Avanade
Current State
Configuration
Copyright
©2007 Avanade
Desired End-State
Configuration
Copyright
©2007 Avanade
Migration Approaches
• Highly Custom SPS 2003 Intranet
• Re-build
• Large US Team Site Farm
• Gradual
• Very Large Content Mgmt Sites
• Database Attach
• Large EU Team Site Farm
• Move Content DBs + Gradual
• Small AP Team Site Farm
• In-place
Copyright ©2007 Avanade
Break
Copyright ©2007 Avanade
Other Migration Considerations
• SPS 2003 Shared Services Upgrades
• Gradual requires double indexing space
• WSS v2 > MOSS
• Upgrade to WSS v3 then MOSS
• STS & SPS 2001
• Both require a double upgrade
Copyright ©2007 Avanade
Other Migration Considerations
• Hybrid migration approaches
• Build a new farm, but still do gradual
• New farm has v2 + v3
• Use stsadm to move the site to the new
farm
• Then do gradual
• May be useful for testing/piloting
Copyright ©2007 Avanade
Getting Ready to Migrate
• Run Prescan.exe tool
• Software Updates & Pre-reqs
• Win2k3 SP2, WSS/SPS SP2, .NET 3.0
• Language Packs!
• Perform Backups
• Develop communication plan
• Determine your “ghosting” approach
• Deploy upgraded custom components
• Site definitions & Web Parts
• Consider how your v2 components map to v3
Copyright ©2007 Avanade
Example prescan.exe log file (un-customized)
Number
Number
Number
Number
Number
Number
Number
Number
of
of
of
of
of
of
of
of
sites skipped (already scanned):
sites scanned:
1
broken sites:
0
webs scanned:
2
broken webs:
0
webs using custom template:
0
pages scanned:
95
unghosted pages: 0
Copyright ©2007 Avanade
0
Example prescan.exe log file (customized)
Querying
Scanning
Web is
Querying
Scanning
Web is
Number
Number
Number
Number
Number
Number
Number
Number
SPSite quota and locks on 08bf1c48…
SPWeb: http://training/sites/STSTIM
using custom template "STSTIM".
SPSite quota and locks on 427f86e3…
SPWeb: http://training/sites/timsite2
using custom template "MPSTIM".
of
of
of
of
of
of
of
of
sites skipped (already scanned):
0
sites scanned:
9
broken sites:
0
webs scanned:
11
broken webs:
0
webs using custom template:
4 (36.36% of total).
pages scanned:
572
unghosted pages:
1 (0.17% of total).
Copyright ©2007 Avanade
Example prescan.exe summary file snippets
<web url="http://training">
<unghostedPage url="http://training/default.aspx"/>
</web>
<web url="http://training/sites/STSTIM"
customTemplateName="STSTIM">
</web>
<totals>
<customTemplateCount value="4"/>
<unghostedPageCount value="1"/>
</totals>
Copyright ©2007 Avanade
Change Management and Impact to Users
• In-place & DB Attach
• Users are going to move all at once or in bulk.
Need to have well established schedule and
communications.
• Gradual
• Lots of coordination
• Be prepared to have changes to your schedule
that are driven by users
• Ensure that temporary domains are created
• Testing and piloting is critical for either approach
Copyright ©2007 Avanade
Communication Plan
• Identify and review site ownerships
• Site Owners
• Communicate to site owners at least 3-4 weeks out
• Provide a schedule
• Give them a few highlights of how the site will
improve
• Brown bag sessions/web casts
Copyright ©2007 Avanade
Communication Plan
• End Users
• Communicate to end users about 2-3 weeks out
• Provide them with an FAQ
• Migrating
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Send a reminder notice a day or two before migration
Send a post migration results email
Ensure the users have any documentation
Vignettes are a nice way to provide training
Co-existence can’t go on forever!
Copyright ©2007 Avanade
Q&A
Copyright ©2007 Avanade
Give Away
Copyright ©2007 Avanade
Useful Articles
• TechNet MOSS Upgrade/Migration Overview
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http://technet2.microsoft.com/Office/en-us/library/396c85d9-4b86-484e9cc5-f6c4d725c5781033.mspx
• TechNet WSS v3 Upgrade/Migration Overview
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http://technet2.microsoft.com/windowsserver/WSS/en/library/91046a8457a1-40cb-a32c-ff3395073dc91033.mspx
• MSDN SharePoint/CMS Migration and Upgrade
Center
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http://msdn2.microsoft.com/en-us/office/aa905505.aspx
• Joel Oleson’s Blog – Upgrades
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http://blogs.msdn.com/joelo/archive/tags/Upgrade/default.aspx
Copyright ©2007 Avanade
Thanks for coming!
Tim Smith – IW Practice Director
[email protected]
(312) 373-5618
Tim Costigan – Acct Manager
[email protected]
(612) 309-1746
Greg Lamothe – Senior Recruiter
[email protected]
(612) 277-6639
Avanade was named the 2006 Microsoft Global Enterprise Services
and Technology Partner of the Year. Founded in 2000 by Microsoft and
Accenture, Avanade is a global IT consultancy dedicated to using the
Microsoft platform to assist enterprise customers achieve maximum
performance through the development and implementation of mission
critical systems and applications.
http://www.avanade.com
Copyright ©2007 Avanade
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Migration - SharePoint 2003 to 2007