SharePoint Online

Strategies for Migration from On-

Premises to Office 365

Kevin Hughes, MCT, MCITP, MCTS, MCSA, Net+, A+, ITIL

Solutions Architect
Valorem Consulting Group
Introduction

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 What is Migration?
Migration is the process of moving from the use
of one operating environment to another
operating environment that is, in most cases,
thought to be a better one.

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 Cloud Options
• Application Clouds
– aka Software as a Service (SaaS)
– Microsoft Office 365
– Apps4Rent
• Infrastructure / Private Clouds
– aka Infrastructure as a Service (IaaS)
– Rackspace
– Fpweb

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 Why Office 365?
• Microsoft’s Premier Cloud Offering
• Messaging Functionality - Exchange Online
• Instant Messaging - Lync
• Collaboration - SharePoint Online
• Cost Effective
• Unite geographically diverse workforce

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 Why SharePoint Online?

Easy to set up and use

Easy administration interface

No extra website hosting costs

Pre-configured integration with Exchange Online and Lync

Streamlined user and site management

Backed by Microsoft experts for technical support

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 Different in SharePoint Online
• Central Administration becomes
Administration Center
• Anonymous Access
• Public-facing sites
• Alternative Access Mapping
• Limited Site Templates
• Search Restrictions
• Recycle Bin
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 Not Available in SharePoint Online
• No custom Timer Jobs
• No Records Center
• No Business Intelligence Center
• No Web Analytics
• No Farm Solutions
• No Administrative Forms
• Email-Enabled Lists/Libraries
• No MS Access Reporting
• No PowerShell Administration
• No Developer Dashboard

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 Challenges to Migration
Differences between On-Premises and Online Feature Set

Storage considerations

No Native Migration Tools

No method to upload documents in bulk

No method to easily classify data

No tool to transition users, redirect URLs or restructure security

Security

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 What to Migrate?
• Legacy SharePoint content (SharePoint 2010,
SharePoint 2007, SharePoint 2003, WSS, etc.)
• File shares and file servers
• Exchange Public Folders
• Non-Microsoft Document Management
Systems

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 Phased Migration Approach
• Design and Planning
• Pilot/User Acceptance Testing (UAT)
• Migration

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 Migration Requirements
• Determine Storage Needs
• Determine URL Strategy
• Define Search Requirements
• Categorize Content
• Determine UI Requirements
• Outline Security Requirements
• Define Authentication Requirements
• My Sites
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 Determine Storage Needs
• How many site collections?
• How much data will be migrated?
• Storage and Usage quotas

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 SharePoint Online Capacity Features
Feature Specifications
Storage (pooled) 10 gigabytes (GB) base customer storage plus 500 megabytes (MB) per
enterprise user (up to the 5 terabytes (TB) per customer limit)
Storage per Kiosk Worker Zero (0). Licensed Kiosk Workers do not bring additional storage allocation.

Storage per external user Zero (0). Licensed external users do not bring additional storage allocation.

Additional storage Available per GB per month; no minimum purchase (up to the 5TB per
customer limit).
Site collection storage quotas Up to 100 GB per site collection.

My Site storage allocation 500 megabytes (MB) of personal storage per My Site (once provisioned).
(Does not count against the customer's overall storage pool.)
Site collections per tenant Up to 300 (non-My Site site collections).

Maximum total storage per Up to 5 terabyte (TB) per customer.

tenant
Storage per external user Zero (0). Licensed external users do not bring additional storage allocation.

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 Determine URL Strategy
• What will the new environment’s URL be?
• Vanity URLs
• Redirection

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 Define Search Requirements
• Often Overlooked
• Crawl Sources
– SharePoint
– Internal Locations
– Federation
• Scopes

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 Categorize Content
• Metadata Tagging
• Managed Metadata Service Application

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 Determine UI Requirements
• Consistent,
Attractive Look &
Feel
• Branding
• SharePoint
Designer access

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 Outline Security Requirements

• Cloud accessible by entire Internet

• Security Model
• Security Restructuring
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 Define Authentication Requirements
• Authentication Providers
– Windows (NTLM)
– Kerberos
– Claims-based
• Internal vs. Cloud Accounts
• Single Sign-on

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 User Profiles
• Plan User Profile Properties
• Plan User Profile Policies
• Plan for Audiences and Content Targeting
• Plan for Social Tagging

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 My Sites
• User Profile
Information
available to users
• Policies Applied for
viewing user profile
information
• Which users will
have My Sites and
their Permissions
• My Site Features

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 Migration Approaches
• Script Migration Process
• Using SharePoint Designer / Outlook 2010
• Third-Party Migration Tools

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 Conclusion
• Microsoft Office 365 SharePoint Online offers an
excellent alternative to an extensive on-premises
investment.
• Like with any other significant platform migration,
migrating to SPO requires proper planning and
preparation.
• Planning for a SharePoint cloud migration should
include discussions about the type of cloud that
will be used, the authentication model needed,
security, information governance, as well as other
topics.
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LET US SHOW YOU HOW WE CAN HELP TRANSFORM
YOUR BUSINESS WITH OFFICE 365.
http://www.valoremconsulting.com

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