MOSS 2007 to SharePoint 2010 Migration Project Plan
Here are the Milestones for SharePoint 2007 to SharePoint 2010 migration plan from one of my Migration Project from MOSS 2007 to SharePoint 2010 using the Database attach method.
MOSS 2007 to SharePoint 2010 Migration – Milestones (Assuming planning stage is completed):
No. | Task | Responsible |
---|---|---|
I | Prepare Existing Environment for Migration | |
Run Pre-Upgrade check tool | SharePoint Admin | |
Resolve and Clean the Pre-upgrade checker reported issues | SharePoint Admin | |
Analyze and remove any un-used feature/site in existing environment | SharePoint Admin | |
Create list of customizations, Settings which needs manual move | SharePoint Admin | |
II | Planning Review | |
Review Software Availability | SharePoint Admin | |
Review Available Hardware | SharePoint Admin | |
Obtain and verify Service accounts, DNS Entries, URLs | SharePoint Admin & Infrastructure Team | |
III | Create and configure the new environment (DEV, STAGING, PROD) | |
Identify and Prepare Architectural, Topology Diagrams | SharePoint Admin | |
Install necessary server roles, Pre-reqs on the machines | SharePoint Admin | |
Configure IIS, .NET Framework 3.5 | ||
Install and configure IIS compression | SharePoint Admin | |
Configure Log file location & Tweak the IIS Settings for SharePoint | SharePoint Admin | |
Install Software | ||
Assign roles to the Machines | SharePoint Admin & Infrastructure Team | |
Install SQL server and Establish Clustering & Mirroring | SharePoint Admin & Infrastructure Team | |
Install the SharePoint Binaries on the target machines | SharePoint Admin | |
Install Language packs if needed | SharePoint Admin | |
Configure SharePoint | ||
Run Configuration Wizard | SharePoint Admin | |
Create web application for Portal, Search, Etc | SharePoint Admin | |
Setup SharePoint Configuration Settings (Farm, Web App Settings, Etc) | SharePoint Admin | |
Configure Recycle Bin retention and Site Delete Confirmation | SharePoint Admin | |
Site templates, Quotas, General Settings, Incoming-Outgoing Mail setups | SharePoint Admin | |
Configure usage analysis | SharePoint Admin | |
Configure antivirus protection | SharePoint Admin & Infrastructure Team | |
Configure My Site | ||
Create My Site web application | SharePoint Admin & Infrastructure Team | |
Configure user profiles | SharePoint Admin | |
Configure the Import fields from AD & Profile Import schedules | SharePoint Admin & Infrastructure Team | |
Configure audiences | SharePoint Admin | |
Configure Kerberos Authentication | SharePoint Admin & Infrastructure Team | |
Configure SSL | SharePoint Admin & Infrastructure Team | |
Install Infrastructure Updates | SharePoint Admin & Infrastructure Team | |
Configure Search | ||
Install the Ifiters for Search (PDF, Zip, Docx, PPTX, XLSx, Etc) | SharePoint Admin | |
Configure content sources | SharePoint Admin | |
Create the Crawl Schedules | SharePoint Admin | |
Configure best bets and keywords for search | SharePoint Admin | |
Configure search scopes | SharePoint Admin | |
Establish and implement search monitoring and tuning plan | SharePoint Admin | |
Monitor search performance | SharePoint Admin | |
Configure service applications | ||
Access Services | SharePoint Admin | |
Business Data Connectivity Services | SharePoint Admin | |
Excel services | SharePoint Admin | |
Managed Metadata Services | SharePoint Admin | |
PerformancePoint Services | SharePoint Admin | |
Search Services | SharePoint Admin | |
Secure Store Services | SharePoint Admin | |
Usage and Health Services | SharePoint Admin | |
User Profile Services | SharePoint Admin | |
Visio Graphics Services | SharePoint Admin | |
Web Analytics Services | SharePoint Admin | |
Word Automation Services | SharePoint Admin | |
Install and configure Office Web Apps | SharePoint Admin | |
Install Third-Party applications | SharePoint Admin | |
Load Balancing & Publishing (ISA/F5) the SharePoint sites | Infrastructure Team & SharePoint Admin | |
IV | Re-build Solutions from Existing Environment | |
Setup Branding | ||
Create theme for corporate branding | SharePoint Admin & Development Team | |
Build the Master page | SharePoint Admin & Development Team | |
Create the solution package for branding & Apply | SharePoint Admin & Development Team | |
Rebuild MOSS 2007 custom Features/Webparts/ Assemblies/Solutions and Re-apply in New environment | SharePoint Admin & Development Team | |
Modified Web.Config , File system Changes | SharePoint Admin & Development Team | |
Prepare Documentation & Implementation Guides | SharePoint Admin & Development Team | |
V | Content Migration (Backup, Restore & Attach the content Databases) | |
Take Existing SQL Server Content DB Backup (Set the previous version databases to be read-only while taking Backup!) | SharePoint Admin & Infrastructure Team | |
Restore to STAGGING, PROD Environments (Set the previous version databases, Restored DBs as read-write) | SharePoint Admin & Infrastructure Team | |
Test the Content databases (Test-SPContentDatabase) and fix any issue if exists | SharePoint Admin | |
Attach the Databases to SharePoint STAGGING, PROD Environments | SharePoint Admin | |
Migrate the invidual solutions (InfoPath Forms, etc) | SharePoint Admin & Development Team | |
Test and Evaluate Environments | SharePoint Admin | |
Prepare Documentation & Implementation Guides | SharePoint Admin | |
VI | Testing | |
Test Portal Web Site using a Domain Account | Testing Team | |
Test based on usage patterns and business scenarios | Testing Team | |
Test My Sites, and user profile Sync | Testing Team | |
Test search and indexing | Testing Team | |
Test solutions | Testing Team | |
Test Service Application integrations | Testing Team | |
Test 3rd part application functionality | Testing Team | |
Test Incoming and Outgoing E-Mail Settings | Testing Team | |
Test Content and People Search | Testing Team | |
Fix the issues reported during Testing Phase | SharePoint Admin & Infrastructure Team | |
VII | Training | |
Setup Self service Portal (User Request creation, FAQs,Lessons, KEDB, Best Practices, Policies, Etc) | SharePoint Admin | |
Developer Training | SharePoint Admin | |
Train Stakeholders | SharePoint Admin | |
Support Training | SharePoint Admin | |
VIII | Post-Implementation Operations | |
Run SharePoint Health analyzer and fix the issues | SharePoint Admin | |
Review and Clear the Event Log, SharePoint Logs | SharePoint Admin | |
Configure SCOM Monitoring for SharePoint servers | SharePoint Admin & Infrastructure Team | |
Planning for Backup and Restore/Disaster Recovery /Business Continuance | SharePoint Admin & Infrastructure Team | |
Reporting and Monitor Growth, Usage and Performance | SharePoint Admin & Infrastructure Team | |
Plan for Scheduled Performance tuning, Clean-up in SQL & SharePoint | SharePoint Admin & Infrastructure Team |
Does anyone have from 2007 to 2013 please?
Can you share for 2010 to 2013, 2013 to 2016 as well ?
This is a great portal and articles are very useful. Thanks for that. If you give this plan in MS Project format that would have been wonderful.
Hi ,
Nice list. I am making an activity plan similar to this. Is there a plan reflecting the steps that would be required by using In-Place approach?