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Upgrade Migrate. SharePoint 2013 – How to get there! Upgrade options from real world experience. End User Responsibility. Technical Process. Barry Boudreau Chief Technical Officer Kiefer Consulting, Inc. Kiefer Competencies. Kiefer Partners.

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Sharepoint 2013 how to get there upgrade options from real world experience



SharePoint 2013 – How to get there!Upgrade options from real world experience

End User Responsibility

Technical Process

Barry Boudreau

Chief Technical Officer

Kiefer Consulting, Inc.

Kiefer partners
Kiefer Partners

Extending SharePoint Solutions through the Leading 3rd Party Solutions


  • Why Upgrade

  • Upgrade from the End User’s Perspective

    • Motivating Users to Learn SharePoint 2013

    • Upgrade Strategy

      • Migrate or Upgrade?

      • On Premise or Hosted?

    • End User Responsibilities

    • IT Responsibilities that impact Users

  • The Upgrade Process (Technical)

    • How to get there from SharePoint 2007

    • How to get there from SharePoint 2010

Why upgrade feature comparison
Why Upgrade: Feature Comparison

  • SharePoint 2013 vs 2007:

    • 100+ New User-Centric Features

    • 20+ New Admin/IT Pro Features

    • 27+ New Developer Features

  • SharePoint 2013 vs 2010

    • 70+ New User-Centric Features

    • 12+ New Admin/IT Pro Features

    • 17+ New Developer Features

  • Office 365 (SharePoint in the Cloud)

    • VERY viable option now

    • 95% of on-premise features available

A Platform Upgrade Offers The Chance To Get It Right.

  • Do we simply migrate our content as-is?

  • What about rethinking the style/look/feel?

  • Do we spend the time to inventory the content, clean things up first?

  • Do we spend the time and effort to rethink our IA? Taxonomy?

  • Do we start from scratch and copy page content over?

  • What new functionality can we take advantage of?

Top 10 features to help motivate users
Top 10 Features To Help Motivate Users

#1-Enhanced Collaboration

#2-Social Engagement

#3-Find Experts and the right Content

#4-Doc and Records Management, eDiscovery and Compliance

#5-Government Portals - Intranet, Extranet and Internet

#6-Next Gen Devices

#7-Business Intelligence, Dashboards and Reporting

#8-Organize Projects

#9-Improve Service Delivery with Citizen Apps

#10-Better Governance

Streamline common tasks
Streamline common tasks

Simplified Sharing:

Drag and drop content directly into your document libraries and by hovering over a document

Live document preview and at a glance see who you’re sharing with and when the document was last edited.

Without leaving the library you can edit your documents using Office Web Apps, and in one click share it with a colleague.

We’re taking document sharing and storage one step further with the introduction of SkyDrive Pro.

Drag and drop content into SharePoint

Track who you’re

sharing with

Live document


Edit, share or follow documents with one click

Integrate social across departments

  • Pervasive presence integration

Integrate Social Across Departments

  • #hashtags

  • Follow people, documents and sites

  • @Mention people


Connect your workforce and share knowledge with social capabilities in SharePoint and Yammer

Follow colleagues, teams, documents, and sites to stay on top of the latest government happenings and improve collaboration across departments and agencies.

New Community Sites help you engage in crowdsourcing and harness social networks and insights to drive knowledge sharing.


Improve cross-agency knowledge sharing and collaborative processes

Crowdsource for best ideas

Reduce time to get new hires up to speed; promote team building


Emergency Planning site

Who typically works on #EmergencyPlan updates?






those type of updates.

  • ♡ Like

Deliver better portal experience through search

New Hover Card changes based on content type

Deliver Better Portal Experience through Search

Government Portals

Simplify how citizens retrieve public service information and get answers to questions

SharePoint Search and FAST Search are brought together into a next generation search engine.

Search is far more tuned to what citizens are doing, and what others have found successful.

New Hover Card enables users to quickly inspect and find what they are looking for.


Improve public awareness of citizen and business services; better address constituent needs

Visual refiners

Create YouTube-like video experiences through Search

Dive into the part of the document that matters most

View video thumbnails without leaving your search page

Interact with live previews of documents

  • Laser focused refiners to help find the data you need

  • Get instant statistics

Simplify eDiscovery for Compliance Officers

Risk and Compliance

  • Use proximity searches to understand context

Find it in one place with unified eDiscovery

With advanced search technology (from the FAST acquisition) the new Office unifies the eDiscovery process by letting you retrieve content stored across Exchange, SharePoint, Lync and even file shares.

Compliance officers can search and view content by project, legal matter, or business context.

Reduce time spent and costs associated with discovery

Eliminate third-party security and compliance software


  • Fine tune complex queries

  • Query results across Exchange and SharePoint

Create dynamic sites
Create dynamic sites

Familiar Content Authoring and Management

Managed Navigation/Friendly URL’s

Support Automated or Manual Translation

Image Renditions

Video Improvements

Usage Analytics

Design Manager

Device Based Rendering

Work More Securely From Your Own Device

Next Generation Devices and Apps

Support BYOD and use Office Mobile across devices and platforms

Workers on mobile devices stay productive with Office Web Apps and connected with presence and instant messaging. One-click into Lync meetings and view shared content.

With Office 365, Exchange and Office enable Rights Management capabilities by default, including IRM in Office, OWA and Exchange ActiveSync.


  • Securely manage mobile devices with policies that let you enforce PIN lock and remove confidential data from lost phones

Improve productivity and satisfaction of employees who travel and work on projects and missions across geographic locations

Reduce the risk and costs associated with unwanted disclosure, such as classified documents and citizen information

Reduce device hardware and support costs (BYOD)

Windows Phone




  • Office Mobile apps available on Windows Phone 7.5 and Windows Phone 8

  • OneNote and Lync apps available on iOS and Android phones

Create Budget Reports Faster, Help Officials Discover Insights

Business Intelligence

Take budget data, citizen behaviors, and economic trends into Excel to discover insights

Use Excel recommendations for the most suitable charts and pivot tables based on patterns in your data.

Quickly preview your chart and graph options, and then pick the option that works best.

Apply Timeline Slicer, a visual time filter, to see data quickly over different periods.


Save time creating budgets, reports and analyzing data

Gain efficiencies and empower workers through self-service BI

Enable your leadership to make better, more informed decisions

  • Timeline Slicer: See your data over different time periods, e.g., Month, Quarter, Year

  • Flash Fill automatically recognizes pattern from list and proposes fill

  • Discover different ways to visually represent data

Budget Report

Budget Allocation


Recommended Charts: Excel recommends the most suitable charts based on patterns in your data.

Keep things on track
Keep things on track

Integrate tasks from Microsoft Project

Manage projects with shared calendars and timelines

Edit SharePoint lists inline

Develop Apps Using New Cloud App Model

Next Generation Devices and Apps



Extend the way you create and consume information from within Office and SharePoint

Develop apps for Office and SharePoint with HTML/CSS, JavaScript or PHP.

Hosted in the cloud with minimum device footprint.

Apps can be accessed from any device with a web browser.

Distribute and manage with IT app catalog (or public Office Store).


Lower IT costs and time spent on deployment and delivery

Reduce training costs by leveraging familiar Office UI

Increase insight into web content and LOB data to improve decision making and unlock the ROI in existing investments

  • The Bing Maps app in Excel maps the addresses highlighted

Manage app approvals and usage
Manage app approvals and usage

Track app requests and manage licenses

Access the SharePoint and Office store

Discover IT approved apps in the App Catalog

Upgrade and migration strategies
Upgrade and migration strategies

Leapfrog to the latest version

Upgrade/migrate to the cloud

Upgrade to next version – sequential (recommended)

Upgrade to the next version
Upgrade to the Next Version

The only built-in method supported and provided by the product

  • Things to look out for:

    • Storage requirements

    • Customizations & Missing files

    • Changes in supportabilily limits

    • Orphaned sites

    • Patch level (not up to date)

    • Platform changes (Search, OWA, etc.)

    • Authentication type (Classic, Claims, etc...)

Leapfrog to the latest version
Leapfrog to the latest version

Requires Multiple Upgrade (2007  2010  2013)

or 3rdparty tools

  • Things to look out for:

    • Storage requirements

    • Customizations & missing files

    • Changes in supportabilily limits

    • Orphaned sites

    • Functionality in use

      • Running workflows

      • Depricated features

    • Load on resources (hardware and people)

Upgrade migrate to the cloud
Upgrade/Migrate to the Cloud

  • Benefits

    • High Availability/Disaster Recovery is the provider’s responsibility

    • Maintaining current software and patch levels

Requires 3rd party tools or manual migration

  • Things to look out for

    • Difference in capabilities

    • Not all workloads available in the cloud

    • Certain workloads are challenging in hybrid mode

    • Connectivity to other systems and their locations

    • Existing solution-specific customizations/managed code

    • Licensing costs for 3rd party migration tools, support, etc.

    • Future plans with regards to customizations, integration, etc.

    • Amount of data to be migrated and throughput targets during process

1 delete unused evaluate underused site collections sub sites
1. Delete Unused/Evaluate Underused Site Collections & Sub Sites

Not every ‘unused’ site collection or ‘old’ site collection should be deleted. Example: Emergency Preparedness Site

2 delete unnecessary versions
2. Delete Unnecessary Versions

Hopefully you already limit the number of versions whenever versioning is enabled…

If you don’t – the upgrade provides a reminder (and benefit) to adjusting and evaluating versioning and previous stored versions of documents.


Before Digital

File Shares

3 identify unused templates features web parts
3. Identify Unused Templates, Features & Web Parts

4 finish visual upgrades in 2010 environment w it
4. Finish Visual Upgrades In 2010 Environment w/ IT

5 re create site templates
5. Re-Create Site Templates

  • From 2010 Only A Few…

  • Document Workspace

  • Meeting Workspace

  • Group Work Site

  • Personalization Site

  • Visio Process Repository (Not Removed, But Will Be)

  • From 2007 All Site Templates…

FAB 40!

6 learn sharepoint 2013
6. Learn SharePoint 2013

2 inform your user community
2. Inform your user community

  • Information on what will happen during transition…

  • Communication on when their 2013 ‘infrastructure’ upgrade will occur…

  • Provided directions if using self-service upgrade…

  • Notifications and reminders for when upgrade must be completed by…

    • Self-service upgrade still means getting people to do it eventually by a specific time

  • Notification when the ‘infrastructure’ upgrade is finished…

  • What IT support, training, and help will be available…

3. Understand The Differences

No Design View in SharePoint Designer 2013

No Breadcrumb (By Default)

Create Sub Site Has Moved

No Sign In As a Different User

App Naming & Organization (For Those Who Are Used To Previous Methods For Creating New Lists/Libraries The App Naming Can Be Confusing)

Share Instead Of Manage Permissions (Better Than Previous Model, But Requires Explanation)

4 help users understand the upgrade process
4. Help Users Understand The Upgrade Process

Are you still using sharepoint 2007
Are you still using SharePoint 2007?

  • Things to Know:

    • Direct Upgrade NOT an option

    • Need to use a 2010 Staging Farm

      • Must be 64 bit;

      • Should be Windows Server 2008 R2SQL Server 2008 R2 or better

Inventory the existing farm
Inventory the existing Farm

  • Use the worksheet - Upgrade Worksheet

  • Run PreUpgrade Checker

    • Identify existing solutions

      • Home Grown

      • 3rd Party

    • Identify Site Templates

      • Fab 40? Gotta go.

    • Identify Web Apps/Content DB’s

    • Identify Large Lists

Configure sharepoint 2010 staging farm
Configure SharePoint 2010 Staging Farm

  • Configure the 2010 Staging Farm (we use a custom PS Script)

  • Create a new web application for each 2007 web app (don’t forget mySites)

  • Install 3rd party solutions

  • Restore and attach the content database (Mount-SPContentDatabase)

  • To Visual Upgrade or not To Visual Upgrade?

  • Test, Test, Test

  • GOTO “How to get there from SharePoint 2010”

Things to know ahead of time
Things to know ahead of time

  • 2010 database must be RTM or later

    • No Service Pack required

  • Upgrade from 2013 beta to 2013 RTM not allowed

  • Office web apps are now on their own server so plan accordingly, 2013 will not consume 2010 OWA

  • Add managed paths manually before attaching databases

  • Always upgrade database with root site collection first

  • Try to use same URLs

  • You need more hardware! 

Valid methods
Valid methods

Things to know ahead of time

  • Database attach (Mount)


  • Upgrade to Claims (either before or after)

No more preupgradecheck

  • PowerShell: Test-SPContentDatabase (Works the same in 2010 or 2013)

Features and solutions
Features and Solutions

  • 2010 stuff mostly just works

  • Hopefully everything is WSPs

  • Fab 40 Solutions will not upgrade – upgrade process refuses and leaves them in 14 mode.

Things that are new
Things that are new

  • Upgrade just affects the database schema not the site collections

    • No option to force site collection upgrade when upgrading the database

  • No more visual upgrade

    • 2010 vs. 2013 site collections

  • Everything is in the hands of site collection admins

    • Test upgrade – creates a new site collection to test

    • Upgrade health rules

    • Upgrade process

New site collection upgrades
New Site Collection Upgrades

New site collection upgrades1
New Site Collection Upgrades

Users can try a demo upgrade
Users Can Try A Demo Upgrade

Sends an email to the Site Collection Admin when queue and eval site creation is complete.

  • The “Upgrade Evaluation Site Collection” must be clearly communicated as NOT FOR REAL USE as it expires in 30 days – noted in a bar at the top.

  • It also creates a copy of the site collection, so depending on search settings, and storage this can have significant ramifications (beyond just the performance implications).

  • Depending on SQL (non enterprise) this may set the site to ‘read only’ until creation is complete.

Do i need tools to make this happen1
Do I Need Tools to Make This Happen?

  • Short Answer: No, but some tricks can help

  • Long Answer: Evaluate your needs, timeframe and roadmap.

    • Several “migration” tools can add value in the long-run

    • Consider suites versus one-off for savings

  • Consider a Bake Off

    • See Product Demos

    • Compare Pricing Models (seat, WFEs, sites, size, etc)

    • Have them perform a trial run

  • Remember – GIGO…

    • If you automate migration, you get your old solution on a new platform

What did we learn
What did we learn?

  • Upgrade from the End User’s Perspective

    • Upgrade Strategy

      • Migrate or upgrade?

      • On Premise or Hosted?

    • End User Responsibilities

    • Motivating Users to Learn SharePoint 2013

    • IT Responsibilities that impact Users

  • The Upgrade Process (Technical)

    • How to get there from SharePoint 2007

    • How to get there from SharePoint 2010

Thank you upcoming events
Thank You! – Upcoming Events

  • Kiefer Consulting – Third Thursday Edunars

    • Next Event: Thursday April 18th 2013