Content Migration Steps With SharePoint

Skills:  Strategy, Information Architecture

Take your company’s real challenges and have a demo bake off with various tools.

[1st] Preparation
Define Expectations and the Context of Usage

– a Migration Tool; versus,
– a Management Tool

A Migration Tool and a Management Tool are often two entirely different animals.

[2nd] Recipe
Define the various scenarios within your environment; use the following ingredients as a starter recipe

– Site Collections
+ How scalable is the migration tool
* can it handle one (1) site collection with 900 sub-sites
* can it handle 900 site collections with two (2) sub-sites in each
– Security Groups (Read, Contributors, Owner)
+ Retained or Stripped
– Special Permissions on Lists & Libraries
+ Retained or Stripped
– InfoPath Forms
+ Define “custom” [how does the tool define custom]
+ Which will migrate vs. those that will not
– Designer Workflows
+ Define “custom” [how does the tool define custom]
+ Which will migrate vs. those that will not
– Web Part Transition
+ Remap 2007 WP to better 2010 WP (ex: Slideshow)
– Which Migration Path
+ Test to QA
+ Test to Prod
+ Prod to Prod
– Product Flexibility
+ Can the product migrate from 2007 Prod to 2010 Prod
+ Can the product migrate from 2010 QA to 2010 Prod

[3rd] Baking
Engage the vendors and have them demo their product to accomplish all of the scenarios

[4th] Smell & Taste
Is the product “intuitive” and “easy to use” or is training required
– Setup / Administer
– Configure
+ select one or more Site Collections
+ select one or more Sites within a Site Collection
+ select one or more Lists
+ select one or more Libraries
+ select one or more Web Parts
+ select one or more Forms
– Schedule Migration options
– Migration Progress Bar
– Build Custom Queries via Refinement Options
– Export Query Results to Excel, etc.

[5th] Bake It Yourself
Then, purchase the best one at a price that makes sense for the volume of content you have to move across your environment(s).

Move on to the next recipe.

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