SharePoint Migrations just got easier with Microsoft SMAT

Microsoft recently released an innovative new tool that allows us to transport all our creations, content, information, and assets from old platforms such as SharePoint Server 2013 to either SharePoint or OneDrive in Office 365. This tool greatly negates the growing pains associated with moving your personal or company’s information assets to a new server or medium and streamlining the entire process into a much-needed simpler form.

SMAT (SharePoint Migration Assessment Tool) allows you to move local files such as from your internal file shares, as well as from a myriad of sources from SharePoint 2013. When selecting a tool to migrate, SMAT ensures the destination that you requested the file to be migrated to is authenticated, providing the necessary layer of security and privacy, and minimizes the risk of mistakes to be made. The file is then scanned, packaged, and uploaded. This is done universally through every source to be migrated.

The most important step when migrating a file, is authenticating and authorizing its provided destination. The following forms of authorization are supported: NTLM, Kerberos, Forms, ADFS, Multi-factor authentication, SAML based claims, and Client certificate authentication. Microsoft also provides this statement regarding the mediums of authorization; “If multiple authentication methods including NTLM or Kerberos, are enabled in the on-premises SharePoint Web Application, NTLM and Kerberos authentication are not supported by the SharePoint Migration Tool. Please use a secondary form of authentication or convert the Web Application to use NTLM and/or Kerberos authentication only.”

After you selected the file for migration, and after you have authorized the file’s destination, a scan will commence. The scan is vital for checking the file for potential corruptions, and verifies you have access to both the source as well as the destination. The file is then packaged with a manifest, where it then is uploaded to Azure with the said manifest. Each file is encrypted and secured with Microsoft’s advanced security procedures and includes a lock and key system that only the authorizer can obtain. All files that are packaged are inaccessible to Microsoft and is deleted from their servers after the passing of a set time, ensuring the safety and privacy required for your files.

SharePoint Migration Assessment Tool will finally easily transport our projects and creations to the updated software in an easy and seamless way that is safely secure and with professional help will make a difference.  Small simple migrations this might work, but it is recommended you consult with a professional before taking on a big migration. SMAT can help simplify the entire migration process and allows our organizations to update and adapt with Microsoft’s software, providing a foundation for further collaboration and consolidation that comes with our creations.

To date this is the best we’ve got from Microsoft, but honestly there are a variety of powerful tools that should be considered when doing a migration.

Are you considering Migration?  Join me for the upcoming free migration webinar this Thursday.

Register Now

Webinar Title: Migrate to Office 365 and SharePoint Online or OneDrive or Upgrade to SharePoint 2019?

Guest Speaker: Joel Oleson, Microsoft RD, Office Server & Services MVP

Decisions, decisions, decisions! You’re not alone if you’re running SharePoint 2010, 2013, 2016 and wondering… Is it time to upgrade to 2019 or should I take the plunge and migrate to Office 365. In this session we’ll dive into the decision matrix of the benefits of both SharePoint 2019 and Office 365 SharePoint Online. First we’ll cover the benefits of both, then help you understand the key differences and help you better understand the business value. The session will focus on user experience, technical features, and business value with the goal of helping customers be able to make a clear distinction or decision between one or the other or both… looking at hybrid SharePoint 2019 and Office 365.

Date/Time: May 16, 10:00-11:00AM PDT, 1:00-2:00PM EDT

More details at: https://gennet.com/2019-or-online-sp-migration/

Have you seen the SharePoint migration infographic?

050119_1732_MigratetoOf1.png
SharePoint Migration Infographic

Read more about or download the SMAT SharePoint and Assessment Tool:

Introducing the SharePoint Migration Tool | Microsoft Docs

Download SharePoint Migration Assessment Tool from Official …

 

SharePoint Upgrade or Migrate?

Migrate to Office 365 or Upgrade to SharePoint 2019?

One of the biggest questions people have been asking with the release of SharePoint 2019 is what should I do now. There are still approximately 30-40% of SharePoint customers who are in either a partial cloud with hybrid scenario or are fully on premises running a variety of legacy SharePoint 2010, 2013, 2016 or earlier. Many customers have been toying with the idea of migrating to Office 365 and a significant portion who are on premises and plan to stay on premises have been asking… so tell me what the most compelling reasons are to upgrade or migrate? Can you give me a top 10 on each? Wouldn’t it be great if we had an infographic that had both in the same place so you could decide? Sure! Why not both and a webinar to discuss it!

Download the Upgrade or Migrate SharePoint Infographic from slideshare in PDF or download the png format of Migrate to SharePoint Online or Upgrade to SharePoint 2019 infographic

This infographic is shared creative commons share alike. Feel free to include it in your presentations inside or outside your company or feel free to blog about it and share it in social media.

Why Migrate to Office 365 or Upgrade to SharePoint 2019 – There are a dozen great reasons to upgrade to SharePoint 2019 if you are running any older legacy versions of SharePoint. The number of reasons go up if you’re running SharePoint 2013 or 2010 or heaven forbid 2007 or 2003. As an example the browser compatibility gets a huge boost between 2010 and 2013 and even better with 2016, but 2019 is the most significant upgrade since 2010 to 2013. While SharePoint 2013 to 2016 wasn’t very significant the upgrade from SharePoint 2016 to SharePoint 2019 is much more significant due to a lot of investments in on premises OneDrive, hybrid integration with Flow, Forms, PowerBI, Power Apps. Those looking to reduce or remove their dependency on legacy InfoPath and SharePoint Designer will be much more happy with SharePoint 2019 due to this new integration. Those customers who are using some SharePoint Online and some on premises will find a significant upgrade to the UX in SharePoint 2019 with the modern UX updates.

Join us for the upcoming Webinar where we’ll walk through the details of Migrating to Office 365 or upgrading to SharePoint 2019!

Register Now

Webinar Title: Migrate to Office 365 or Upgrade to SharePoint?

Decisions, decisions, decisions! You’re not alone if you’re running SharePoint 2010, 2013, 2016 and wondering… Is it time to upgrade to 2019 or should I take the plunge and migrate to Office 365. In this session we’ll dive into the decision matrix of the benefits of both SharePoint 2019 and Office 365 SharePoint Online. First we’ll cover the benefits of both, then help you understand the key differences and help you better understand the business value. The session will focus on user experience, technical features, and business value with the goal of helping customers be able to make a clear distinction or decision between one or the other or both… looking at hybrid SharePoint 2019 and Office 365.

Date/Time: May 16, 10:00-11:00AM PDT, 1:00-2:00PM EDT



More details at: https://gennet.com/2019-or-online-sp-migration/

5 Simple Steps to Maximize SharePoint Usability – “Modernify” Your Classic SharePoint Sites

Have you been just living with the classic SharePoint UI and waiting for the right moment to change?  Maybe you have switched your site, but many of the others you are using have been switched.  The Modern UI/UX has been out for some time, but it’s confusing where some lists are classic and others modern… Let’s stop the madness…  It’s time.  It’s taken more than a year to be embraced fully, and has gone through a TON of A/B testing by Microsoft by simply allowing users to willy nilly turn it on for themselves.  There are a half dozen ways users can turn on a list or turn off a list, but imagine you’re now ready to go.  Let’s do it!

 

Why Stay Classic?

1. More flexibility in master pages and custom look and feel including custom UI/UX

2. Embedding of custom actions in the ribbon of your SharePoint site and alternate CSS on publishing sites.

3. Content in Modern webparts is not reusable

Why Go Modern?

1. Modern SharePoint Development in SharePoint Framework – SPFx

2. Drag and Drop Documents with the cool modern libraries

3. Drag and Drop Metadata and groupings

4. Pinning and the new Property and search tabs

Note: Personally I’m recommending if you are planning on sticking with a simple out of the box experience for your sites that are ok with basic look and feel, you should switch to Modern.  As well, Ideally if you are going to change.  You should change for everything except for maybe your Intranet or Publishing type sites.

During an upgrade or migration where you’re moving out of custom look and feel into something built on Modern UI, you shouldn’t be worried, but if the site already looks really custom and is already in O365 you should be more cautious.

 

Modernify SharePoint

 

 

Enable Modern Lists for all Lists and Libraries in the UI.

 

image

 

Using Powershell Enable Modern Lists

If you want to enable it on specific Sites, you can use powershell.  Build your own powershell based on the instructions include a sample of doing it for one, but you can loop through or pull from a list.   “Switch the default experience for lists or document libraries from new or classic”

 

Troubleshooting

If you are having problems with the list experience not showing the way it should, you can clear your cookies which may be forcing the classic experience otherwise indicates to use the new experience UI. The article states to clear all cookies, but I found I only needed to clear the cookies related to my SharePoint site. I was not able to figure out which cookie specifically needs to be cleared.  The name of the cookie is “spInu” with a value of 0. Deleting that one will restore the modern UI without having to clear all cookies.  As an example if it works in one browser and not the other… this could be why.

 

More info on why.

 

Now let’s make the pages Modern

First your lists should be made modern using either the powershell or admin UI to switch the list experience.

The Site Pages Library must be in the “New Experience” then create a “new page,” make it the way you want it like a Communication Site or Team site with the Hero Webpart or Activity Web part then select the page and from the top menu options click on the 3 dots and select “Make homepage”.

Search-First Approach to SharePoint 2013/2016 Migration Infographic

I’m working on a strategy paper on the Search-First approach to migrating or upgrading SharePoint.  I see three big phases to this approach.  The first is building out the brand new ultimate farm, the SharePoint farm that provides enterprise search.  Many may decide that this first state should also provides profiles and also may provide the new OneDrive to also get people started with SharePoint.  Those who previously deployed my sites, may wait for phase 2 for that.  I’ll be providing more detail in the paper on these phases and a few recommendations on the strategy.  Love to get feedback from those who have approached the upgrade and migration in this manner.

Those that are planning an upgrade SharePoint on prem should consider a search-first migration.  The Search-First approach to migration assumes you want to get started, and you are willing to invest in separate infrastructure for SharePoint 2013 Search and leave your existing farm alone for some period of time with the idea of indexing that content with the new farm.  This approach allows organizations to benefit from the improved functionality and user experience while requiring relatively low effort. Microsoft has dramatically improved search in SharePoint 2013 in three key areas: User Experience, Relevancy Tuning and Infrastructure. I’m working on a paper that will highlight these enhancements while illustrating the benefits of a search-first approach. In our experience, a good deployment of search can help with adoption of other structured and unstructured collaborative or portal based workloads by providing discovery, findability and refinement for content most important to the enterprise. This article begins with an introduction to the new features and improved look and feel along with other search relevance, and infrastructure flexibility enhancements that demonstrate the support for Search-First approach to migration.

Organizations that are overwhelmed by the thought of migrating the substantial content they house in SharePoint 2016, 2013, 2010 or SharePoint 2007 farms will be encouraged by a Search-First approach. This strategy does not require any changes to the existing infrastructure and provides a mechanism for content to remain in current repository while the technology and search engine for the enterprise takes a leap forward. After understanding the improvements in UI and UX, relevancy and infrastructure it’s easy to see why customers would be looking to implement a Search-First approach to deploying or migrating to SharePoint 2013.

The Search-First Approach to SharePoint 2013 Migration and Upgrade Infographic

Search First Approacht o SharePoint Migration and Upgrade

 

Feel free to share this SharePoint Search First strategy to upgrade infographic in your blogs or in social media.

More to come later!

Enjoy!

Joel

Additional Reading and References on Search and Search-First:

Search-first migration from FAST Search Server for SharePoint 2010 to SharePoint Server 2013

TechNet: What’s New in SharePoint 2013 Search

TechNet: Administer Search in SharePoint 2013

Collabshow.com: What’s New in SharePoint 2013 User Experience?

What’s New in Search in SharePoint 2013?

Essential Guide to Enterprise Search in SharePoint 2013