Proven Practices for Upgrading or Migrating to SP2016 WhitePaper Flashcards
Ensure a detailed and agreed upon vision has been established for your new platform.
a. Define What is the purpose of SharePoint Online, Server, or Hybrid?
i. Intranet
ii. External Collaboration
iii. Client Portal
iv. Records Management
v. Social Platform
vi. Project Sites
vii. Other
Identify and take inventory of all legacy content, repositories and applications.
a. Readiness Assessment
Identify which teams/business units are ready to migrate.
a. Identify applications complexity
b. Identify existing workflows/in-progress
c. Identify customized sites
Prioritize and classify all content and applications.
a. Content must be properly tagged with metadata, including:
i. Created by
ii. Modified by
iii. Business unit
iv. Other relevant metadata
b. Prioritize applications based on the following criteria:
i. Business Critical
ii. Important
iii. Nice to Have
Customization and rationalizing migration content
- Are they replaced by native functionality?
2. Are they still necessary?
3. What is the cost of maintenance?
Archive and delete redundant and legacy data.
a. Classified as having no value or outdated
b. Archived for compliance purposes
c. Kept on premises due to regulatory requirements (not cloud ready)
(Optional) Build destination information architecture.
a. Security
b. Structure
i. Managed paths, quotas, etc.
ii. (SharePoint 2016 Specific) Pre-Provision ODFB and SharePoint Sites
c. Configurations
i. Features, settings, templates, look and feel
7) Begin migration project.
Upgrade Note 1
SharePoint 2016 does not support in-place or gradual upgrade methods. You should also be aware that if your current deployment is operating with in-place upgrades, you will need to have all back and front end functionality set to SharePoint 2013 in order to use Microsoft’s native upgrade option.
Upgrade Note 2
Microsoft-provided upgrade options do not allow upgrade beyond a single version of SharePoint at one time. Organizations that are currently running SharePoint 2010, MOSS 2007, or prior versions of SharePoint must first plan and implement an upgrade to SharePoint 2013 before being able to perform a native upgrade capabilities to SharePoint 2016.
Which SharePoint Service is Right for you?
SharePoint 2016
When to Select
- Organizational policy (e.g. security, data doesn’t permit use of cloud services).
- You have the budget, staff, data center, hardware, and software required to maintain an environment on premises.
You don’t require aces to SharePoint beyond your organization’s walls (e.g. mobile workforce or access for customers and business partners). You have customizations not supported in the cloud.
Which SharePoint Service is Right for you? SharePoint 2016
When to NOT Select
- Data center capacity not available.
- You are not equipped with a data center at all.
- You have no available budget for servers, network, storage, and staffing.
- You require access to SharePoint beyond your organization’s walls.
Which SharePoint Service is Right for you?
Office 365
When to Select
- You don’t have available productivity tools or are using mixed toolsets and want to standardize.
- You don’t want to manage software distribution and updates.
- Standardized on thin client model to end user computing
Which SharePoint Service is Right for you?
Office 365
When to NOT Select
- Your policy doesn’t permit use of cloud services.
- You don’t require access to SharePoint beyond your organization’s walls.
- You have customizations not supported in the cloud
Which SharePoint Service is Right for you? SharePoint Online
When to select
- Your policy permits the use of cloud services.
- You don’t have the budget for staff, data center, hardware, or software.
- You require access to SharePoint beyond your organization’s walls.
- You don’t have customizations or third party software not supported in cloud.
Which SharePoint Service is Right for you? SharePoint Online
When to NOT Select
- Policy doesn’t permit use of cloud services.
- You don’t require access to SharePoint beyond your organization’s walls.
- You have customizations not supported in the cloud.
Which SharePoint Service is Right for you? Hybrid
- Your policy permits the use of cloud services.
- You have budget to maintain status quo but must expand offering.
- You require access to SharePoint beyond your organization’s walls.
- You have customizations not required to run in the cloud.
Benefits of Independent Software Vendor (ISV) Solutions
Simplicity
An ISV solution is as simple to use as copy and paste.
Efficiency
You can migrate SharePoint sites, lists, and libraries between servers quickly and with full fidelity.
Active Sources
You can migrate content from live sites and unattached content databases.
Direct Migrations
There is no longer a need to upgrade the on-premises environment to match the version of the hosted service.
Legacy Migrations
You can upgrade directly from SharePoint 2003, SharePoint 2007 and SharePoint 2010 to SharePoint 2016
Re-Architecting
Migrating provides an opportunity to re-organize or re-template your SharePoint content.
Minimal Business Disruptions
You can manage your migrations with zero downtime, no change windows, and no prior planning.
Cost Savings
You can migrate to the cloud or hosted SharePoint environments and thereby reduce infrastructure costs.
