This post is written as step 1 that is planning.

When SharePoint 2010 was launched Microsoft wanted to move everyone to cloud and they were trying to convince everybody that cloud is the future but they soon realized everything cannot be moved to cloud due to local data regulations and customers apprehensions about data security. Now Hybrid architecture is promoted quite a lot which makes sense and also more practical.

In this post I will try to outline how to prepare for Migration from SharePoint 2010 / 2013 to Office 365. We also discuss Hybrid architecture later in other posts.

We will discuss different aspects of migration, in this post we will understand SMAT tool provided by Microsoft and also excel template created by me to analyze customizations.

Microsoft has introduced a SharePoint Migration assessment Tool called SMAT, you can download it from here SMAT.

The zip file downloaded needs to be run on a SharePoint server, file contains below files, some of them are important to understand

smatfiles

File SiteSkipList.csv is important as you can mention which sites needs to be skipped during assessment, like you can mention MySite to be skipped as in general they don’t have any customizations and many sites under it.

SMAT Read me have more instructions but to run it you need run the exe file via command prompt

SMAT.exe -0 D:\Outputlog

where D:\Outputlog is the destination where logs will be created, do not out the log destination as SMAT folder as it tries to clean up and will end up deleting files.

While its running you can see what it will be scanning, below is a screenshot while it runs. You can see it’s analyzing FullTrustSolutions, LargeExcelFiles, Wokflows etc.

Since we know that no server side code is allowed in Office365 it’s important to have this kind of analysis to understand what things needs to reimplemented.

smatcapture

Once the assessment tool finished it will generate reports for each topic in detail and list down all site details, issues about it like below

smatreports

Each report has very detailed information, if you want to understand meaning of each report you can refer to this link SMAT Report Definitions. Although I think names are self-explanatory.

These reports will help you understand what issues you will face if you need to migrate but for planning I have created excel template where you can list all customizations and also strategize around it. This is needed because I believe that no one understands your farm better.

You can download the excel template from here, each column has some explaination.There are two sheets. First sheet is for listing all customizations and categorized them. Second sheet is to write down solution details of each category. This way you can have common solutions for each category and it can define how your developers should approach re-implementation

SharePoint 2013 to Office 365 Migration Template

So the migration assessment tool and excel template will help you analyze your farm in great detail and plan for the migration.

You can read the part 2 here SharePoint 2013 migration to Office 365 step by step – Strategy #SharePoint #Office365

 

 

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