SharePoint 2010 Migration: Options & Planning

Many organizations that are running SharePoint 2003/2007 or other CMS are either actively considering or in the midst of upgrading to SharePoint 2010. In this blog we will look at what is involved in upgrading to SharePoint 2010, various options available for the upgrade, and initial planning that needs to precede the migration.

 There are two basic methods of upgrading/migrating from an older version of SharePoint to SharePoint 2010 that are provided by Microsoft: in-place upgrade and database attach upgrade. In addition, there are numerous third-party tools that can help you migrate content and upgrade to SharePoint 2010 not only from an older version of SharePoint but also from other CMS’. Each method has its own set of benefits depending on the objectives of the migration and specifics of the environment. When selecting a migration path, some of the aspects you may need to consider include:

  • Ability to take the production system offline during the migration
  • Amount of change involved in content and its organization during migration
  • Number of customizations (web parts, themes, meta-data, workflows, etc.)
  • Amount of content being migrated
  • Need to upgrade hardware
  • Need to preserve server farm settings

It is much easier to migrate a clean and lean environment than an environment that is full of obsolete content, unused features and broken customization. Start with cleaning up your existing sites and check for the orphaned sites, lists, web parts, etc. Remove any content that is no longer in use, remove unused features and ensure used features are present and working. Once your existing SharePoint site is in tiptop shape you are ready to plan your migration steps.

Before you put your migration/upgrade in motion you need to understand what migration aspects you can compromise on and hard constraints you have. For example:

  • Can you afford to put your environment in read-only mode for the duration of the upgrade?
  • Does the amount of content you have make it prohibitive to copy it over the network?
  • Do you have a lot of customization that you have to deal with?
  • Are you planning to reorganize or selectively migrate your content?

The answers to these kinds of questions will direct your choice of migration tools. Here is a check list that will help you get organized.


Customizations can have a big impact on how quickly and smoothly your migration goes. Therefore it is important to identify and account for as many of them as possible. PreUpgradeCheck can help but here is a list to help you identify and uncover customizations that can add complexity to your migration efforts.

Web 2.0: Like Prego Spaghetti Sauce “It’s In There!”

It's in there!

It's in there!

Web 2.0 is giving me flashbacks to an old TV commercial for Prego spaghetti sauce; “Tomatoes, in there! Garlic, in there! Carrots, in there! Half of Italy, in there!…”  It seemed no matter what you asked for it was in that bottle of sauce.  Being a sauce, how could you really tell what was in there, or if it was really needed?  Plus, the tomatoes colored everything red so who knows?  Now we have another bottle of technical sauce here called Web 2.0; it’s in there!  It’s colored all Internet so how can you tell what is really in there, or if it is really needed?

Good question, seems like every vendor says they’re on the bottle of ingredients, in fact the most important one.  It would be funny if it was not so pathetic.  Unfortunately, the smell here is not a nice bubbling spaghetti sauce, closer to a warm crock of….., you get the concept.  Every vendor out there seems to believe companies will blindly buy anything labeled Web 2.0. Rather, the CIO’s are more apt to remember the Internet bubble and where that approach got them the last time.

What is required is more definition of what Web 2.0 is, and why we in IT need to move in that direction.  To get that basic understanding, we need to breakout that old spaghetti sauce pan again to boil out all the fancy analysis and obsequious technology.  Lo and behold! What remains is a simple concept: the inmates are now in control of the asylum.  Users of the Internet have turned the tables on the big players in the space, they are no longer happy being spoon fed from a portal. The denizens want to hunt it on their own terms, see it their own way, save it and dispose of it as they please.  If you stand in their way, this mob of Internet hunter-gatherers will crush you with the loss of their eyeballs (poor Yahoo, poor EBay, happy Facebook, happy iPhone).

If this basic principle is followed like a lode stone, much that is occurring in the Internet space is much more illuminating and the proper path forward (with supporting technology) is a great deal clearer to discern.  For example, the winning companies embrace openness and external developers.  There is no way their internal staff can create and the site push enough content and functionality to stay on top.  The Tao of a top site is to be one with the masses, following and attempting to push is uncool.  Allowing users to mash-up specialty widgets into cool personal discoveries is winning, monetization will ultimately follow.

By this point, you are thinking — how is all this ethereal philosophic spew helping me?  I need to get something together that can be called Web 2.0 or my IT existence is at risk!  Do not worry Grasshopper (I’m showing my ’70s again, rats!) I’ll put forward a corporate-friendly straw man.  If SharePoint is used to enable a project, process, or department; it is so Web 1.0 (boring!).  If we put the entire corporation up on SharePoint, acting like a corporate Facebook, we are getting there.  If we template it such that we now have ubiquitous collaboration; optimizing and moving our corporate intellectual property (IP) at light speed much nicer.  But for ultimate coolness, we need to commit heresy and wire a Google search appliance in, after adding all of our corporate content to the pile: documents, presentations, everything.  Then the cherry on top, flatten key data bases to HTML and toss them in.  Now, with proper organizational change management (Yes Billy! You can run with scissors, points down please), employees can use all of the power contained in Web 2.0 to maximize unstructured corporate data for speed and profit.  Mangiare! Mangiare!