Protiviti / SharePoint Blog

SharePoint Blog

October 15
Upgrading to SharePoint 2013

​Need to upgrade your site to SharePoint 2013? The upgrading process can be a daunting one, Protiviti’s Solution Architect, Terry Simpson, walks us through everything you should consider before upgrading your site to SharePoint 2013. Since every upgrade process is unique, our team can evaluate your environment to provide the best options for your organization.


First Steps to Prepare for an Upgrade

First, think about what platform are you coming from: 2007? 2010? Non-SharePoint Platform? This is very important because there is no direct upgrade from 2007; you must take a “pitstop” to 2010 then upgrade to 2013, especially if the plan includes using the Content Data Move Strategy.

How much of the content are you bringing over? I like to use the analogy of moving into a new house.  If you’re moving your house, are you going to clean up your junk before you move or are you bringing everything over to your new house? What about the boxes that you never unpacked from the last move, will that stuff ever be needed again?  The key is to do your research, make sure you are bringing into the new house what makes the most sense without any extra clutter.

Will you want to redesign your website?  Upgrading your site gives you a good opportunity to build a new design in the master page and even leverage responsive design code available within the new HTML5 and CSS3 enhancements. A new, fresh redesign will create excitement around the upgrade within your organization increasing user adoption once the new site is launched.

In addition to the design, refreshing your information architecture is suggested during the upgrade process. Reviving the information architecture is a great way to keep the content fresh and updated, making sure your SharePoint site is easy-to-use and scalable.  “Findability” is a key to any site’s success.

Other Questions to Consider:
  • What is the architecture of the new environment that you are going to?
  • What features within the SharePoint 2013 platform will you be leveraging?
  • What are you doing with the new search platform? Do you need a separate server for that?
  • Where are Office Web Apps going to reside? Answer: On its own server (it has to be there).

Migrating Content

There are three main options for your upgrade to SharePoint 2013:
1. Manual Migration
2. Backup with Content Database and Restore
3. Third Party Tool for Migration: such as Metalogix, AvePoint, Idera

Final Thoughts

Final thoughts on things to consider during an upgrade:
  • Environment Configuration
  • Site and Content Structure Evaluation
  • Optimizing New Out of the Box Features
  • Third Party Products
  • Creative Design Services
  • Responsive (Mobile) Design
  • Optimizing Search Capabilities
  • Information Architecture Refresh
  • Use of New Social Features
  • Extending Integration Capabilities
  • Governance Planning

Training Your Staff

So you’ve spent your time with server architecture, the new creative design looks great, the information architecture is refreshed, the content is migrated and you are set to launch.  BUT WAIT – did you properly train your staff?  User adoption only comes when users feel comfortable and understand the benefits of using the new site.  It seems that training is often an afterthought – make it a priority for your next upgrade.

Training Opportunities:

Quick Launch

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