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.

This entry was posted in Content Management and tagged , . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s