Share Upgrading and Migrating to SharePoint 2016 Like a Pro

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Upgrading and Migrating to SharePoint 2016 Successfully
Brian Culver ● #HSPUG ● May 16, 2018

About Brian Culver
 SharePoint Solutions Architect for Expert Point Solutions in
Houston, Texas.
 Microsoft Certified Master (MCM) in SharePoint
 Brian has worked in the Information Technology industry for
since 1998 and he has been working with SharePoint since
2005. His deep expertise includes Azure, Office365,
SharePoint, ASP.Net, SQL Server and Project Server. He
has been involved in many large SharePoint
implementations including Internet and Intranet sites, Partner
Portals, Enterprise Content Management and Governance,
and much custom application integration and development.
 Author, Speaker and Blogger
Email : brian.culver(at)expertpointsolutions.com
Twitter : @spbrianculver
LinkedIn : https://www.linkedin.com/in/bculver
Blog : http://blog.expertpointsolutions.com

Session Agenda
 Why Upgrade and Migrate
 Prerequisites
 Planning
 Assessment
 Estimation
 Upgrade and Migration Approach
 Execution Walkthrough
 Final Thoughts

Why Upgrade and Migrate
 Everybody has different reasons to upgrade, but eventually
you will.
 Office 365 and SharePoint 2016 offers much better features
than the prior versions.
 Whats new in Office 365 https://support.office.com/en-
us/article/What-s-new-in-Office-365-95c8d81d-08ba-42c1-914f-
bca4603e1426
 Office 365 Roadmap https://products.office.com/en-
us/business/office-365-roadmap
 Recent features:
 Microsoft Teams
 Mobile UI Improvement
 Sway Navigation
 Whats new in SharePoint 2016 https://technet.microsoft.com/en-
us/library/mt346121(v=office.16).aspx
 Recent features (Nov 2016 – Feature Pack 1):
 Custom SharePoint Tiles
 Hybrid Taxonomy and Hybrid Auditing
 OneDrive API for SharePoint On-premise and Office 365

Why Upgrade and Migrate
 Why not SharePoint 2013? Really?
 Yes, it is better than prior versions, but it is not a Microsoft
investment area. What you see today, is what you get.
 Hybrid integration is very limited and out-of-date.
 You’ll be upgrading very soon, again
 Last “feature” update was before November 2015
 Everything new is happening in SharePoint 2016 and
Office 365
 You don’t get durable links … which leads to user
unhappiness
 Development is 2013 is more challenging … all the cool kids
are coding in 2016 and Office 365
 No one is really investing in SharePoint 2013
 2013 is not as mobile friendly …
 Ok, blah, blah … why are we still talking about this?

Prerequisites
 For Migration
 Migrations are point to point.
 In other words, you can go from any version of SharePoint to
and version of SharePoint (in theory)
 Licensing the migration tool of choice
 The major players are Metalogix, ShareGate, and AvePoint.
 Each with Pros and Cons.
 Different licensing approaches as well
 Proper accounts and permissions
 For Office 365 migrations, this is the only option you have
 TIP: Use multiple accounts to increase throughput and avoid
being throttled.
 TIP: Use multiple accounts to migrate several “streams” in
parallel.

Prerequisites – Upgrade using DB attach method
 SharePoint (MOSS) 2007 or WSS 3.0
 Microsoft Office Server 2007 Service Pack 2 (SP2)
https://www.microsoft.com/en-
us/download/details.aspx?id=16679
 Windows SharePoint Services 3.0 Service Pack 2 (SP2)
https://www.microsoft.com/en-
us/download/details.aspx?id=20614
 Install target SharePoint 2010 environment
 SharePoint Server 2010 or SharePoint Foundation 2010
 Patch to Service Pack 2 or better
https://technet.microsoft.com/library/4b32dfba-1af6-4077-
9a92-7cec8f220f20#BKMK_2010
 SharePoint Server 2013 or SharePoint Foundation 2013
 Patch to Service Pack 1 or better
https://technet.microsoft.com/library/4b32dfba-1af6-4077-
9a92-7cec8f220f20#Anchor_1

Planning
 FACT: There is no such things as an easy upgrade
 Understand your goals for the final environment
 User Adoption
 Clean up sites and storage … no, no, no. This is a separate project.
 Hybrid integration
 Do you have the hardware and environments to upgrade or
migrate?
 How much storage do you need?
 How many site collections do you have?
 What customizations do you have?
 What 3rd party products are used in the farm?
 How many users use SharePoint?
 Where are your large lists?
 Are you using workflows and InfoPath?

Assessment
 Start with Tools
 [SP201x] Inventory SharePoint Farm Content PowerShell Script
https://gallery.technet.microsoft.com/office/Inventory-SharePoint-Farm-dc11fc28
 Other Custom Powershell Scripts
 [SP201x] Test-SPContentDatabase
 [SP2007] Stsadm -o PreUpgradeCheck
 [SP201x] Export Farm Solutions
 (Get-SPFarm).Solutions | ForEach-Object{$var = (Get-Location).Path + “” + $_.Name;
$_.SolutionFile.SaveAs($var)}
 [SP2013] MS SharePoint Migration Assessment Tool (SMAT)
https://www.microsoft.com/en-us/download/details.aspx?id=53598
 [SP20xx] 3rd party assessment tools – Metalogix, ShareGate, SPDocKit, etc.
 Then, compare to Software Boundaries and Best Practices
 Inventory
 Full Trust Solutions
 Site Collections
 3rd Party Solutions
 Sandbox Solutions
 InfoPath locations
 Workflow Instances and
Locations
 Custom Site Templates
 Large Lists
 Etc.

SharePoint Assessment Tool (SMAT)
 The SharePoint Migration assessment tool
(SMAT) is a simple command line executable that
scans the contents of your SharePoint farm to help
identify the impact of migrating your server to
SharePoint Online with Office 365.
 As the tool is designed to run without impacting
your environment
 One to two days to complete a scan of your
environment.
 Filtering to reduce scope and focus on specific things
 SharePoint 2010 and 2013 only
 Free
 Free

Assessment
 Test the 3rd Party Tools
 They also have limitations
 Workflow instances will not migrate
 Social data will not migrate
 InfoPath data connections and Urls need to be reviewed
 Going to the Cloud?
 Full Trust Solutions and Sandbox Solutions are not compatible with Office 365
 Reporting Solutions that consume data from or publish reports to SharePoint need to be
reviewed (i.e. PowerPivot, PowerView, SSRS, etc.)
 Sensitive/Regulated Content
 Need to review requirements and policies applicable to the data to be migrated
 Understand the level of protection available in Office 365 (MS Trust Center
https://www.microsoft.com/en-us/trustcenter/ )
 Use Fast Track Program as much as possible (its free from Microsoft)
https://fasttrack.microsoft.com/office
 Must be on SharePoint 2013
 [Future] Can be on SharePoint 2013 (Office 365 Roadmap shows this is coming  )
 Lots of remediation to prepare for this .. But its free

Estimation
 How fast is the corporate network?
 How fast can you backup a database?
 How fast can you restore a database?
 Are you building physical vs virtual?
 Plan for lots and lots of testing
Many companies are going to the cloud, which adds many complexities
 Are you going to Azure IaaS? Or AWS?
 Are you using Office 365 Hybrid? Or only Office 365?
 How good is your connection to the nearest Azure Datacenter?
 Can you use Expess Route for faster connectivity?
 Converting Full Trust Solutions and Sandbox Solutions to Apps
 First look at SharePoint Framework https://github.com/SharePoint/sp-dev-docs/wiki
 SharePoint-Hosted
 Provider-Hosted
 SharePoint / Office 365 Dev Patterns & Practices (PnP) http://aka.ms/OfficeDevPnP

Estimation
 Plan to test a lot, several test migrations and upgrades
 Hardware and Licensing costs
 Express Route Costs
 Time to Remediate
 Find 3rd party solutions and test them
 Recompile full trust solutions, sandbox solutions and, hopefully, convert to apps
 Fix issues found from preupgradecheck and test-spcontentdatabase
 Time to Upgrade
 Time to backup, move, restore and upgrade databases
 This will really teach you about SLA’s
 Time to Migrate
 Fast Track and MS Consulting Services estimate 500 MB/hour
 Break up large lists … these present huge bottlenecks
 Plan to avoid throttling, use multiple migration accounts to migrate in parallel
 Post Upgrade / Migration
 Support and miscellaneous issues

Upgrade and Migration Approach
 Deciding on the Overall Plan
 Search First Approach
 Use Office 365 Search to crawl Office 365 and On-Premise
 Then we execute the Upgrade/Migration
 The Big Bang vs Batch Upgrade/Migration
 Bandwidth and Connectivity
 Amount of Content
 Support / Helpdesk burden
 Training and Awareness Campaign
 Use Fast Track Resources
https://fasttrack.microsoft.com/office/resources/envision
 Adoption Guides, Communication, Videos, etc.
 Company wide awareness
 For Office 365, SharePoint Online is one of several products.
Be sure to work with Exchange, Skype and other teams.
 Use Parallelism as much as possible
 Multiple servers, accounts, site collections, databases, etc.

Migration Tools
 Many tools are available … test them … their all slightly different with strengths and
weaknesses
 Free Microsoft SharePoint Migration Tool (SMT) @
https://social.technet.microsoft.com/wiki/contents/articles/40238.getting-started-with-the-
sharepoint-migration-tool-from-microsoft.aspx
 Used by the Fast Track Team. Specially for OneDrive Migrations.
 New Features (4/11/2018)
 List Support (GenericList, DocumentLibrary, Survey, Links, …)
 New List support allows you to migrate SharePoint Server 2013 Lists to include the following List
Templates:
 New On-Premises AuthN Support
 Improvements in the AuthN support now allow you to connect to more on-premises sources with support
for AD FS and more, to include: NTLM, Kerberos, Forms, ADFS, MFA, SAML Claims, etc.
 Site Structure Creation - the (SMT) will create the source site collection or the list for you if it
doesn’t already exist, so you don’t have to manually create a destination site.
 JSON Support – CSV and JSON for automation and fine grain level of control.

Migration Tools
 ShareGate has new PowerShell APIs
 Great for end user migration enablement, Help Desks, and much more
 Site Collection scoped
 Metalogix
 Great for planned and orchestrated migrations
 Very powerful granularity and allows for complete control of the migration
 Used by Fast Track team for SharePoint FastTrack migrations … must be Vanilla though (for MS)
 Avepoint
 Great for planned and orchestrated migrations
 Very powerful granularity and allows for complete control of the migration
 Other vendors
 Lots of great options and different pricing and strengths.
 PowerShell
 Everything is possible with PowerShell … with time, skill, testing, testing, testing.
 Most granular, but most difficult.
 Great for migrations that require data and functionality. Example: custom solutions.
 Works will all of the tools above too 

What is the SharePoint Framework (SPFx)
 New client-side framework for building Modern UI
customizations
 https://docs.microsoft.com/en-
us/sharepoint/dev/spfx/enterprise-guidance
 Built on the well-known web stack
 Open model, not tied to Microsoft tools
 Works great on the cloud
 Available on-premises for SP2016 with Feature Pack 2 (
and newer)
 Enterprise-ready when used with back-end services
 REST API and micro-services, Azure Functions, etc.
 Build client-side Web Parts or client-side Extensions
 Some key features of the SharePoint Framework:
 Runs in the context of the current user and the connection in
the browser. No IFRAMEs for the customization (JavaScript is
embedded directly to the page).
 The controls are rendered within the page DOM.
 The controls are responsive, accessible and mobile friendly.
 Developers are able to access the page lifecycle fully, including
rendering, loading, serializing and deserializing, configuration
changes, and more.
 Framework-agnostic. Use any JavaScript framework: React,
Knockout, Angular, Bootstrap and more.
 The toolchain is based on common open source client
development tools such as npm, nvm, TypeScript, Yeoman,
Yarn, webpack, and gulp.
 Performance is reliable.
 End users can use SPFx client-side solutions that are approved
by the tenant administrators (or their delegates) on all sites,
including self-service team, group, or personal sites.
 SPFx web parts can be added to both classic and modern
pages. Modern pages can only use client-side web parts.

Where does the SharePoint Framework fit?
 Server-side code
 Full server side API
 Only supported on-premise
 Visual Studio Only
 Farm Scoped
 Webparts, Timers Jobs, Event Receivers (Feature, Web, Site,
List, etc.)
 Sandbox Solutions
 Restricted Server-side code
 Declarative Solutions only supported in SPO
 Site Collection Scoped
 Features & Declarative Solutions
 Site columns, content types, Lists, List instances, File
Resources, etc.
 SharePoint Add-in / Apps
 Client-side or Server-side code
 Client-side API
 Execution context was externalized from SharePoint and
displayed via IFRAMEs
 Tenant and Site Scoped
 SharePoint Framework (SPFx)
 Client-side code only
 Client-sde web parts and extensions
 Execution context is in the page (yeah Baby!!)
 Open source and cross-platform tooling
 Tenant Scoped
 Only way to customize modern pages
 Responsive, accessible and mobile friendly

IIS Express
Project Templates
SharePoint Framework Toolchain
SharePoint server side
SharePoint client side

Execution Walkthrough - Upgrade / Migration Scenario
 A global company with offices:
 Several US
 Latin America: Chile, Costa Rica
 Europe: London, Spain
 It still has multiple domains inherited from prior acquisitions, now
subsidiaries
 Multiple flavors (versions) of SharePoint
 Accounts galore with a side of twitching
 The Goal: Consolidate, save money, merge the domains,
leverage Office 365 as much as possible.
 Challenges:
 It global, connectivity matters everywhere
 Farm solutions and Sandbox solutions
 Some lost code or lost installs
 3rd party products … some without 2016 or Office 365 products
 … and more …

Execution Walkthrough - Upgrade / Migration Scenario

Execution Walkthrough - Upgrade/Migration Environment(s)
 At least one version of each SharePoint
version you plan to upgrade.
 Plan for several migration environments for
very large upgrade/migrations
 Generally, upgrading databases is faster the
migrating very large databases.
 Migrations Tools “may” be faster than
upgrading.
 Migrations Tools may be your only choice in
bad connectivity areas.
 Migrations Tools are your only choice for
Office 365.
 For Hybrid Office 365 and On-Premise, the
best solution is using both Upgrade and
Migration Approaches

Execution Walkthrough - Production Environment
 3x SharePoint WFE, Large VM Build,
4+CPUs, 28GB RAM, 200GB C:, D:
 3x SharePoint APP, Large VM Build,
 2x SharePoint Search, Large VM Build,
 1x SharePoint SSRS, Large VM Build,
 2x SQL Server, Large VM Build, 8+CPUs,
56GB RAM, 3000 GB Data, 1000GB Log,
200GB TempDB, 3000 GB Backup
 1x Office Online Services Server (OOS),
Large VM Build, 4+CPUs, 28GB RAM,
200GB C:, D:
 1x SQL Server, Large VM SQL Server
Build, 4+CPUs, 28GB RAM, 200 GB Data,
100GB Log, 50GB TempDB, 300 GB Backup

Execution Walkthrough - Staging Environment
 2x SharePoint WFE
 Medium VM Build
 4+CPUs
 14GB RAM
 200GB C:, D:
 2x SharePoint APP
 Medium VM Build
 4+CPUs, 14GB RAM
 200GB C:, D:
 2x SQL Servers
 Large VM SQL Server Build
 4+CPUs, 28GB RAM
 3000 GB Data,
 1000GB Log
 100GB TempDB

Execution Walkthrough - Developer Environment(s)
Full Trust Developer Environments Client Side Developer Environments

Execution Walkthrough - Web Application Strategy
 Office 365 Tenants are flat
 Also limited, fixed managed paths
 If you are planning to move to Office 365 in the future
 Create a web application in SharePoint 2016 with Host Named Site
Collections (HNSC) in mind. https://technet.microsoft.com/en-
us/library/cc424952.aspx
 https://hnsc.codeplex.com/ Get it now … codeplex is shutting down
 As you restructure, move your site collections
 Learn to use managed navigation for Navigation
 This is far more flexible and resilient to org changes

Final Thoughts
 For Upgrades: Only use the Content Database Attach approach … anything else is just asking for trouble
 Engage Network Operations, IT Security and other groups at your company early
 Engage business owners early, they are your friends
 Have them test after each iteration and get their feedback
 They will find the problems for you and they want to.
 Avoid “improving” sites, InfoPath, Workflows, etc.
 Create a wish list for future work
 Don’t plan to do it all at once if possible
 Upgrade and migrate a web application at a time
 Fix and prepare as much as possible in advance
 Reduce content where possible
 Fast Track only moves 5 major versions
 Broken sites and content probably can be deleted
 Test everything and get a measure for how long each task will take

Final Thoughts
 Common Pitfalls
 Not testing connectivity fully
 Not enough test migrations
 Be sure to test from beginning to end several times
 Not communicating with business owners, site collection owners and
subsite owners
 Not communicating with network operations, DBA’s, Virtual Machine
owners, IT Security and others
 For Office 365, you cannot rename a tenant. Get this right the first
time, or delete your tenant and fix it before you cannot do it
 Create a roadmap for users, a site directory
 Don’t assume your 3rd
party products will just work
 Multi-domain environments present lots of challenges
 Watching In-Flight Projects and Content Growth

Constructive Feedback Is Appreciated
Great information,
but would like to
have learned more
about [Insert Topic]Brian – Your
presentation
was …
Good
Demos!
Thanks!

Thank you!
Brian Culver, MCM
Twitter:
@spbrianculver
E-mail:
brian.culver(at)expertpointsolutions.com
Blog:
http://blog.expertpointsolutions.com/
Slides:
http://www.slideshare.net/bculver

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