Data Migration Planning

Managing Information for Office 365

8-10-2015

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Data Migration - Introduction

Universal Data Accessibility

With the County moving to Office 365 there is a

need to have critical business data universally accessible to the
staff that uses it.

From the Office 365 perspective this means in the Cloud either in
OneDrive or SharePoint team sites

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Data Migration - Planning

Office 365 online versions of the Word, Excel and PowerPoint products look to cloud based areas
for files such as OneDrive and SharePoint and are unable to access files on either the computer
desktop ‘C’ drive or local server based drives such as ‘S’, ‘V’ and ‘U’.

The OneDrive for Business desktop agent coupled with the OneDrive cloud enables staff to move
files from their ‘C’ and ‘U’ drives into the cloud. Once in OneDrive cloud the files can be used by
the Office 365 online versions of Word, Excel and PowerPoint.

Using the SharePoint 2013 online version, DTS deploys team sites for each department. These
team sites coupled with libraries and sub sites enables staff the those departments to create and
manage the environments needed to reconcile the ‘S’ and ‘V’ drive files.

Having all data cloud based is helpful for any staff that
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may need to access a file from a remote location
Data Migration –SharePoint vs Shared Drives

• Data needs to be in the cloud to be universally accessible

• Potential compliance issues with public record legislation

• Data hard to find or inaccessible (need VPN access)

• No formal version control

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Data Migration – Where data should be relocated
Staff Private Storage
Shared drive
Source Location
Convert files with old formats Private Data
C OneDrive

XLS XLSX
U Convert to Compatible
DOC Formats
Tool
DOCX Word
Select the data
which is most
Excel
useful. PPT PPTX PowerPoint
Generally less ONLINE
than a year since
last access
SharePoint Team Site

S One of the key Department Team Site

Main
Published
activities in the data Data
V migration is
determining what
data should move Or
Sub-Site - A Sub-Site - B
? and into what form
and in what location Documents
will it go. being
Lib -1 Lib -2 Lib -1 Lib -2
collaborated
on
Data Migration –Roles

• Site Owner Create Read Update Delete Admin

• Creator Create Read Update

• Editor Read Update

• Viewer Read

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Data Migration - Permissions
• Inherited
• Can be synched with main site or sub site
• Should use AD (email enabled) groups

• Separate
• For special situation
• Would use SharePoint permissions

• Determine those needed for Team Site members

• Look at current ‘S’ drive AD security structure for ideas
• Use security structures that work, revamp the members
• Determine specific roles for contributors
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• Create data analysis (CRUD) diagram / site map
Data Migration - Information Management
• Using sub sites
• If there are separate groups in the department which require their own restricted access
• These sites do not need to be built out (just a place to hold libraries)
• Sub-sites can inherit or have their own permissions

• Libraries within sites

• Can be libraries or lists
• If a library needs special metadata for all files it contains
• If there are special permissions needed for access

• Determine which data is to be moved

• Determine which data is needed the soonest (don’t worry you can add more later)
• Who are the contributors and what files do they work on (all internal, internal / external)
• Published data and who accesses it (all, sub site, specific groups)
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Data Migration - Metadata

Definition:

Metadata is the structured knowledge

that we have about things we collect.

Yale Descriptive Metadata Best Practices

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Data Migration – Metadata General Basic Questions

 What is it
 What is it called
 Who made it
 What is it about
 When was it made (how old)
 Who may use it
 What language is it in
 Who published it (or produced it)
 Where is it?
 How big is it
 What is it made of 10
Data Migration – Minimum – Metadata Effort
Users can perform basic searches and filtering

This minimum level should allow things to be incorporated meaningfully

into a collection. Descriptions that meet this level can be discovered and
used more readily than those things that are barely citable.

A minimum description would tell

• What kind of thing it is
• What it is called
• Where it is
• Who may use it

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Yale Descriptive Metadata Best Practices
Data Migration – Medium – Metadata Effort
More advanced functions such as browse and group search results

This medium level allows the user more advanced options for discovery, browsing,
sorting, etc. Elements in this level represent a level of detail some might not have
for legacy collections. A medium description would tell more by adding to the
minimum such information as

• More specifics about what kind of thing it is

• Some description of it
• What it is about (if applicable)
• What language it is in (if applicable)
• Links to images of it or recordings of it (if applicable)
• A unique machine-operable identifier
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Yale Descriptive Metadata Best Practices
Data Migration – Full – Metadata Effort
Users can perform precise searches, sorting, etc.

This full level allows users more functionality. Meeting this level allows the
introduction of very precise searching capabilities across a wide variety of
resources and allows a user to make a final evaluation as to whether the
resource is relevant to his or her needs.

A full description would tell more by adding to the medium such information as
• What roles various people may have had with making it
• A detailed description of it
• An abstract or summary
• Its relationships with other things
• Precise terms or codes regarding what it is about 13

Yale Descriptive Metadata Best Practices

Data Migration – Improving file structures – AS IS

Old data model (‘S’ drive)

Folder Folder

FY FY
Folder Folder Folder Folder Folder
Folder

Vendor Vendor Vendor Vendor Vendor Vendor

Folder PO # Folder PO # Folder PO # Folder PO # Folder PO # Folder PO #

Folder Folder Folder Folder

PO # PO # Folder PO # PO # Folder PO # PO #
Data Migration – Improving file structures – TO BE

New approach - Library of data

files with metadata tags

File PO# Vendor FY

File PO# Vendor FY Metadata tags

File PO# Vendor FY

File PO# Vendor FY

Can create / store views displaying different criteria such

as ‘all POs from Vendor x’
Data Migration – Moving files
• Unless G3 - Always convert
• XLS – XLSX
• DOC - DOCX
• PPT – PPTX

• Move the most important / most frequently used first

• Functional data owners need to determine
• Can always move more later

• Can move files without adding metadata at first

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Data Migration - Acceptable file type examples

• Acceptable File Types

• Recommended
• XLSX PDF
• DOCX (others)
• PPTX
• VSD
• Not recommended
• .WAV PST
• .MOV Access DB
• .MP4
• Microsoft blocked 17
Data Migration – Take Aways

• Data needs to be in the cloud to be universally accessible

• Take the opportunity to ‘clean house’ on the ‘S’ drive

• Bring only the files you really need to operate

• Can bring more over if you ever you need to

• Use the power of the search and views

• Use efficiency tools such as travel reimbursement

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Reference
Data Migration – Team Site – Sample Layout

Sample Team Site Layout (Generic)

Team Site Home Sub-Sites (per AD) Helpful/Useful Links

Home

Reference How do I find? Calendar

 Policy
 Procedures

Operations
 Forms
 Tracking ??? ???

Libraries
 History
 Transactional

Information
 Department
History News
 Events
Transactional
/ Deadlines
Microsoft Blocked 1 of 5

• .ade Microsoft Access project extension • .class Java class file

• .adp Microsoft Access project • .cmd Windows NT command script
• .app Application file • .cnt Help Contents file
• .asa ASP declarations file • .com Microsoft MS-DOS program
• .ashx ASP.NET Web handler file. • .config Configuration file
• .asmx ASP.NET Web Services source file • .cpl Control Panel extension
• .asp Active Server Pages • .crt Security certificate
• .bas Microsoft Visual Basic class module • .csh Script file
• .bat Batch file • .der DER Certificate file
• .cdx Compound index • .dll Windows dynamic-link library
• .cer Certificate file • .exe Program
• .chm Compiled HTML Help file • .fxp Microsoft Visual FoxPro compiled program

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Microsoft Blocked 2 of 5

• .gadget Windows Gadget • .jse JScript Encoded script file

• .grp SmarterMail group file • .json JavaScript Object Notation file
• .hlp Help file • .ksh Korn Shell script file
• .hta HTML program • .lnk Shortcut
• .htr Script file • .mad Shortcut
• .htw HTML document • .maf Shortcut
• .ida Internet Information Services file • .mag Shortcut
• .idc Internet database connector file • .mam Shortcut
• .idq Internet data query file • .maq Shortcut
• .ins Internet Naming Service • .mar Shortcut
• .isp Internet Communication settings • .mas Microsoft Access stored procedure
• .its Internet Document Set file • .mat Shortcut

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Microsoft Blocked 3 of 5

• .mau Shortcut • .msc Microsoft Common Console document

• .mav Shortcut • .msh Microsoft Agent script helper
• .maw Shortcut • .msh1 Microsoft Agent script helper
• .mcf Multimedia Container Format • .msh1xml Microsoft Agent script helper
• .mda Microsoft Access add-in program • .msh2 Microsoft Agent script helper
• .mdb Microsoft Access program • .msh2xml Microsoft Agent script helper
• .mde Microsoft Access MDE database • .mshxml Microsoft Agent script helper
• .mdt Microsoft Access data file • .msi Windows Installer package
• .mdw Microsoft Access workgroup • .msp Windows Installer update package file
• .mdz Microsoft Access wizard program • .mst Visual Test source files
• .ms-one-stub Microsoft OneNote stub • .ops Microsoft Office profile settings file
• .pcd Photo CD image or Visual Test compiled script
• .pif Shortcut to MS-DOS program

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Microsoft Blocked 4 of 5

• .pl Perl script • .rem ACT! database maintenance file

• .prf System file • .scf Windows Explorer command file
• .prg Program source file • .scr Screen saver
• .printer Printer file • .sct Script file
• .ps1 Windows PowerShell Cmdlet file • .shb Windows shortcut
• .ps1xml Windows PowerShell Display config file • .shs Shell Scrap object
• .ps2 Windows PowerShell Cmdlet file • .shtm HTML file that contains server-side directives
• .ps2xml Windows PowerShell Display config file • .shtml HTML file that contains server-side directives
• .psc1 Windows PowerShell Console file • .soap Simple Object Access Protocol file
• .psc2 Windows PowerShell Console file • .stm HTML file that contains server-side directives
• .pst Microsoft Outlook personal folder file • .svc Windows Comms Foundation (WCF) service file
• .reg Registration entries • .url Uniform Resource Locator (Internet shortcut)

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Microsoft Blocked 5 of 5

• .vb Microsoft Visual Basic Scripting Edition file

• .vbe VBScript Encoded Script file
• .vbs VBScript file
• .vsix Visual Studio Extension
• .ws Windows Script file
• .wsc Windows Script Component
• .wsf Windows Script file
• .wsh Windows Script Host settings file
• .xamlx Visual Studio Workflow service file

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Make the leap