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Migration to SharePoint 2007
SharePoint 2007 features that would encourage companies to upgrade
- Business Data Catalog
- Integrated Workflows
- MS Exchange Server Integration
- Mobile Device Support
- Custom Authentication Provider
- Integration with Outlook 2007
- E-mail Contents as Records
- Recycle Bin
- Better Policies, Auditing and Compliance
- KPIs, Business Intelligence dashboards
- Business Data Web parts
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- Content Types, Site Columns
- Folder and Item-Level Security
- Major and Minor Version Tracking
- Large-List and Cross-List Indexing
- Cross-List Queries
- Browser based forms using InfoPath
- Portal Site Templates
- Event Receivers for Lists, Doc Libraries
- RSS feeds
- Blogs, Wiki support
- Excel Services
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Upgrade Approach
Migration Steps
Assessment
Extensive assessment of the existing portal which will include:
- Understanding Site hierarchies, functionalities
- Usage analysis
- Customizations carried out
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- Third party components used
- Databases
- Infrastructure
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Planning
- Evaluate new requirements
- Match the requirements against the features provided by MOSS 2007
- Plan customizations
- Plan and validate architecture
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- Identify system requirements
- Choose migration option
- Identify a test environment
- Plan licensing
- Plan user training
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Preparation
- Backup the current production environment
- Site / content purge based on usage analysis
- Upgrade SQL Server before migration
- Install WSS 2.0 SP2, SPS 2003 SP2, .NET framework
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- Setup a test environment with MOSS 2007
- Restore the old portal backup in the test environment
- Carry out all custom development identified including new Site Definitions/Templates, web parts, workflows etc.
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Migration
- Install MOSS 2007 binaries on production environment
- Run pre-scan tool
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- Run SharePoint products and technologies configuration wizard
- Migrate using the chosen approach
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Test & Clean-Up
- Verify all sites function properly
- Perform full crawl & re-configure all search settings
- Import profiles from AD
- Connect mail server
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- Disable old Web sites and databases
- Configure customizations
- Performance testing (stress / load)
- Conduct UAT
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