Technical
Process
Kiefer Competencies
Kiefer Partners
Extending SharePoint Solutions through the Leading 3 rd Party Solutions
Agenda
Why Upgrade: Feature Comparison
A Platform Upgrade Offers The Chance To Get It Right.
Plan Your Roadmap
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.
Integrate Social Across Departments
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.
Enhanced
Collaboration
Benefits
Follow people,
documents and sites
#EmergencyPlan.
Improve cross-agency
knowledge sharing and
collaborative processes
#hashtags
Crowdsource for best
ideas
Emergency Planning site
Share ideas and get
answers in real time
on your Newsfeed
Who typically works on #EmergencyPlan updates?
EmergencyPlan
GrantManagement
EmployeePensions
TGIF
Feedback
those type of updates.
Pervasive presence
integration
♡ Like
@Mention people
Reduce time to get new
hires up to speed;
promote team building
Deliver Better Portal Experience through Search
Government
Portals
Simplify how citizens
retrieve public service
information and get
answers to questions
Interact with
live previews
of documents
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.
Visual
refiners
into the part of
View videoDive
thumbnails
the document
that
without leaving
your
search page matters most
Create YouTube-like
video experiences
through Search
New Hover Card
changes based on
content type
Benefits
Improve public
awareness of citizen and
business services; better
address constituent
needs
Simplify eDiscovery for Compliance Officers
Find it in one place
with unified
eDiscovery
Benefits
Use proximity searches to
understand context
Reduce time spent and
costs associated with
discovery
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.
Risk and
Compliance
Eliminate third-party
security and compliance
software
Fine tune complex
queries
Get instant
statistics
Query results across
Exchange and SharePoint
Laser focused refiners to
help find the data you need
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
Support BYOD and
use Office Mobile
across devices and
platforms
Benefits
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
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.
Next Generation
Devices and Apps
Reduce the risk and
costs associated with
unwanted disclosure,
such as classified
documents and citizen
information
Windows Phone
iPhone
Office Mobile apps available on Windows
Phone 7.5 and Windows Phone 8
iPad
OneNote and Lync apps available on iOS
and Android phones
Android
Reduce device hardware
and support costs
(BYOD)
Create Budget Reports Faster, Help Officials
Discover Insights
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.
Business
Intelligence
Benefits
Budget Report
Timeline Slicer: See your data
over different time periods, e.g.,
Month, Quarter, Year
Budget Allocation
Count
Recommended Charts: Excel
recommends the most
suitable charts based on
patterns in your data.
Discover different ways
Flash Fill automatically
to visually represent data
recognizes pattern from
list and proposes fill
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
Develop Apps Using New Cloud App Model
Extend the way you
create and consume
information from
within Office and
SharePoint
Work across Office apps and
Office Web Apps
Benefits
Lower IT costs and time
spent on deployment
and delivery
Reduce training costs by
leveraging familiar
Office UI
Develop apps for Office
and SharePoint with
HTML/CSS, JavaScript or
PHP.
Increase insight into
web content and LOB
data to improve
decision making and
unlock the ROI in
existing investments
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).
Next Generation
Line-of-Business
Devices
and Apps
Applications
The Bing Maps app in Excel maps the
addresses highlighted
Upgrade and migration strategies
Upgrade to next
version – sequential
(recommended)
Leapfrog to the
latest version
Upgrade/migrate to
the cloud
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
Requires Multiple
Upgrade
(2007  2010  2013)
or 3rd party 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
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
Not every ‘unused’ site collection or
‘old’ site collection should be
deleted. Example: Emergency
Preparedness Site
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
SharePoint
3. Identify Unused Templates, Features & Web Parts
4. Finish Visual Upgrades In 2010 Environment w/ IT
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…
6. Learn SharePoint 2013
1. Learn and Train the Trainer
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
1. No Design View in SharePoint Designer 2013
2. No Breadcrumb (By Default)
3. Create Sub Site Has Moved
4. No Sign In As a Different User
5. App Naming & Organization (For Those Who Are Used
To Previous Methods For Creating New Lists/Libraries
The App Naming Can Be Confusing)
6. Share Instead Of Manage Permissions (Better Than
Previous Model, But Requires Explanation)
4. Help Users Understand The Upgrade Process
Are you still using SharePoint 2007?
Inventory the existing Farm
Upgrade Worksheet
Configure SharePoint 2010 Staging Farm
Demo – Pre Upgrade
Check/Checklist
The Overall Process
Things to know ahead of time
Things to know ahead of time
Valid methods
Authentication
No more preupgradecheck
Features and Solutions
Things that are new
New Site Collection Upgrades
New Site Collection Upgrades
Users Can Try A Demo Upgrade
Sends an email to the Site Collection Admin
when queue and eval site creation is
• The “Upgrade Evaluation
Site Collection” must be clearly communicated
complete.
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.
Puts The Upgrade In Users Hands
Do I Need Tools to Make This Happen?
What did we learn?