SharePoint Online: Technical Migration Plan Template

Assess

Elements

• Inventory existing SharePoint structure and content
• Analyze existing on-premises farm structures vs SharePoint Online
• Perform RAM disposition analysis of SharePoint content
• Perform RMR disposition analysis of SharePoint structure

Notes

• SharePoint “structures” includes such things as: workflows, farm and web application configuration, service application configurations (e.g., Search, UPA, MM), farm and sandbox solutions, master page customizations, custom pages, SharePoint user groups, metadata, script, etc.
• RAM: Remove, Archive or Migrate.  
• RMR: Remove, Migrate or Rebuild.  As a “Rebuild” example, farm solutions will not migrate to O365 (see Developer: Full-Trust Solutions in the References), though will likely migrate to 2016 on-prem.  Migrating farm solutions to O365 would require rebuild based upon the new SharePoint App model, where server-side code is hosted on a dedicated server.

References

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Plan

Elements

• Categorize SharePoint structures and content by disposition type
• Research disposition type methods, challenges, constraints and resources
• Develop disposition methods
• Validate disposition methods
• Draft disposition method procedures

Notes

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References

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Perform

Elements

• Implement disposition method procedures
• Document any exceptions to procedures
• Research, implement and document workarounds to exceptions
• Validate execution of disposition method procedures
• Validate workarounds to exceptions

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Review

Elements

• Verify all procedures implemented as written
• Identify procedure exceptions, workarounds, failures
• Verify that they have been documented
• Verify removed, archived or migrated content
• Verify removed, migrated or rebuilt structures

Notes

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References

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