Migrating a WSS 2.0/3.0 site to SharePoint Online

So you have a customer with a Small Business Server 2003 environment that has set up and used Windows SharePoint Services (WSS) 2.0 or 3.0 and wants to retain the data when they move to BPOS.
As SharePoint Online (like many other hosted SharePoint offerings) doesn’t provide you with command line access to run stsadm.exe, what can you do?
The simple answer (in the case of WSS 3.0) would be to use SharePoint Designer (SPD) 2007 to simply backup and restore the site. While this sounds good in theory SPD has a very well known bug that prevents it from exporting more than 25MB (if your site is more than 25MB).
You could also use SPD to export & import the parts of the site you want using Personal Web Packages, but this can be time consuming depending on how many lists & libraries you have.
Or you could spend a small fortune on migration tools in the market like Metalogix or MetaVis, however I’d prefer a method the customer can afford.

So please join me on this journey of migrating a WSS 2.0 or 3.0 site to SharePoint Online. The WSS 3.0-specific instructions begin at Step 5.
(note: while this has been reproduced several times in various production environments, it is not perfect and can be thrown off by data corruption or issues with the environments)

Step 1 – Perform a backup of the existing site in WSS 2.0 using command line
stsadm -o backup -url http://(sitename) -filename c:temp(filename).dat

Step 2 – Set up a WSS 2.0 environment and copy across the newly created backup
I’d recommend either Microsoft Virtual PC or VMWare Workstation for ease of use. Also make sure that your new WSS 2.0 installation matches the source server version. This page will help you determine what service pack level to install.

Step 3 – Restore the WSS 2.0 backup to your new environment
Ensure that you’ve created a blank site in IIS and created this as a web application in SharePoint Central Admin. The run the following command:
stsadm -o restore -url http://(sitename) -filename c:temp(filename).dat -overwite

Step 4 – Perform an in-place upgrade of WSS 2.0 to 3.0
After installing WSS 3.0 SP2 make sure you run the configuration wizard. Once the databases have completed the upgrade process make sure you go into SharePoint Central Admin and select ‘Finalize Upgrade’ under the Operations tab. When all is done load your site and ensure that it appears the way it should (with all content intact).

Step 5 (or Step 1 for you people who are not doing the WSS 2.0 part) – Export the site to Content Migration Package (CMP) files
stsadm -o export -url http://(sitename) -filename c:temp(filename).cmp -includeusersecurity -versions 4
(the additional switches will ensure that the metadata comes across as well as all of the version history)

Step 6 – Import the site to SharePoint Online
Once all of the CMP files have been exported you will now need to import them using SharePoint Designer. Simply connect to SharePoint Online from within SPD and click on Site -> Administration -> Restore Web Site, point to the first CMP file created and go find something to keep you busy.
Something important to note with this step – SPD will upload the CMP files to the SharePoint Online site first, then extract them. Make sure the site collection is big enough to handle twice your current site size as it will be storing both the CMP files and the extracted content at the same time.

Once the restore has completed, log in and make sure the destination looks like the source and contains the same content.
Some points of note:
- If the same usernames existing in the customers BPOS profile as in the on-premise SharePoint environment – you will find the created/modifed by fields will retain the original names
- The Last Modified field of all of the lists and libraries will be counted from the time they were created in SharePoint Online

I hope this all makes sense, and if you need any help or have feedback – please don’t hesitate to ask us!

APAC Scheduled Maintenance

From the Microsoft Online Services Notifications feed:
Microsoft Online Services is deploying a Service Update to production data centers in the Asia/Pacific region, and the update is planned for the Asia/Pacific production data centers for the following dates and times:

Friday, June 25, 2010, 22:00 GMT+8 to Saturday, June 26, 04:00 GMT+8
Saturday, June 26, 2010, 22:00 GMT+8 to Sunday, June 27, 04:00 GMT+8
Work in the deployment of this Service Update will have minimal to no impact to availability of the services, except for SharePoint Online, which may be unavailable during the maintenance windows.

Microsoft Online Services Team

Service descriptions for Microsoft Online Services (standard)

Microsoft last week released updated service descriptions for Microsoft Online Services which consolidate all of the relevant information into a few easy downloads. You can get access to these documents here: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=c60c0af0-10cc-4b11-bcef-b989c1f168b0
BPOS service descriptions

Enterprise Features in SharePoint Online

What enterprise features will be available in SharePoint Online 2010 (part of Wave 14)? The list below indicates what will be available in Standard vs. Dedicated. While the features may not be available immediately after Wave 14′s release – they will be not long after.

For SharePoint Online Standard:

  • Access Services
  • InfoPath Forms Services
  • Excel Services
  • Visio Services

For SharePoint Online Dedicated:

  • Access Services
  • Business Connectivity Services (BCS) – Framework
  • Business Connectivity Services (BCS) – Rich Client Extensions & Web Parts
  • InfoPath Forms Services
  • Business Data Web Parts
  • Chart Web Parts
  • Excel Services
  • Filter Framework
  • Visio Services

What’s coming in SharePoint Online 2010

So we’re expecting SharePoint Online 2010 to be available around August with some fantastic improvements and new features & functions. This list below compares the differences between what is available in SharePoint Online 2007, 2010, and the Dedicated version (only available for over 5,000 seats):

SharePoint Online 2010 – Sites

Currently available in SharePoint Online 2007:

•RSS Content Syndication
•Privacy & security
•Audience Targeting
•Site and document aggregation
•Site Manager
•Mobile Device Support
•SharePoint sites and Documents Roll up web parts
•Integration with SharePoint designer (except site backup and restore)

Available in SharePoint Online 2010:

•Portal Site Templates
•Site Directory
•Colleagues and membership web parts
•User Profiles import
•Extranet Access
•Anonymous Access
•Large Scale Internet Sites
•Multi-lingual user interface
•New UX
•Cross Browser Support (Safari, IE, FF)
•Office 2010 Client integration

SharePoint Online 2010 – Communities

Currently available in SharePoint Online 2007:

•People and groups lists
•Calendars
•Email Integration
•Task Coordination
•Surveys
•Document Collaboration
•Issue Tracking
•Templates

Available in SharePoint Online 2010:

•Standard Site templates
•Improved Wikis and Blogs
•Social Networking Web part
•Real time presence and communication
•Tagging
•Rating
•Note Board
•Tag Cloud
•Activity Feed
•Standard Meeting Site Templates
•SharePoint WorkSpace
•Improved My Sites

SharePoint Online 2010 – Content

Currently available in SharePoint Online 2007:

•Document Information Panel
•Document Action Bar
•Retention and Auditing policies
•Navigation controls
•Content publishing
•Page Layouts

Available in SharePoint Online 2010:

•Improved Content authoring
•Slide Libraries
•Document Management Site Templates
•Standard Enterprise and Publishing Site templates
•Policies, auditing and compliance
•Improved Records Repository
•Legal Holds
•Metadata and taxonomy
•Content Organizer
•Metadata driven Navigation
•Document IDs
•Document Sets
•Office Web Apps

Not available in SharePoint Online 2010 (for the time being):

•Integration with Microsoft information rights management (IRM)
•Site variations
•Content staging and deployment
•Configure Information Management

SharePoint Online 2010 – Search

Currently available in SharePoint Online 2007:

•Search in a single site collection

Available in SharePoint Online 2010:

•Enterprise content sources
•Cross site-collection search
•Admin & Management
•Indexing Controls
•Business Date Search (via Federated Query)
•Phonetic Search
•People search

Not available in SharePoint Online 2010 (for the time being):

•Business Data Search (via Indexing)
•FAST
•Defining new custom content sources
•Crawling BDC Data
•Relevance Features
?Did you mean?
?Query Recommendation
•Configure crawled file type
•Authoritative pages

SharePoint Online 2010 – insights

Currently available in SharePoint Online 2007:

•Integrated business intelligence dashboards
•Key performance indicators (KPIs)
•Filter web parts
•Integrated flexible spreadsheet publishing
•Share manage and control spreadsheets
•Web-based business intelligence using excel services
•Data connection libraries
•Business data web parts
•Business data actions
•Report center
•Visio Integration
•Web Analytics
•Improved usage analytics

Available in SharePoint Online 2010:

•Performance Point Services

SharePoint Online 2010 – Composites

Currently available in SharePoint Online 2007:

•Forms libraries
•Custom non-code workflows
•Centralized forms management and control
•Design once development model
•Form import wizard
•Integrated deployment model for no-code forms
•Compatibility Checker

Available in SharePoint Online 2010:

•Improved Forms Technology
•Improved Workflows
•Business Document Workflow Support
•Partial trusted workflow actions
•Browser based forms
•Improved BDC (Read/Write)
•External Lists
•Access Services
•Improved SharePoint Designer
•Sandbox Solutions

Not available in SharePoint Online 2010 (for the time being):

•Custom Installed InfoPath form templates

SharePoint Online 2010 – Service Specific

Currently available in SharePoint Online 2007:

•Multiple Site Collections per customer
•Manage Site Collection Features and quota
•Off-boarding of customer data

Available in SharePoint Online 2010:

•Vanity domains for non-SSL sites only
•Tenant admin across site collections
•Better control of FQDNs
•Managed path site collections
•Standard and Enterprise USL

SharePoint Online 2010 – Other

Available in SharePoint Online 2010:

•Project Online
•Access Services

Not available in SharePoint Online 2010 (for the time being):

•Configure blocked file type
•Self service site creation
•Custom Managed Paths
•Roll up usage Analytics

Migrating from on-premise SharePoint to SharePoint Online

I’ve been scouting around, and there doesn’t appear to be any blog posts or real world stories about people who have migrated existing SharePoint sites to SharePoint Online.

I thought I could at least offer the links of some companies that offer tools that can perform migrations between on-premise SharePoint versions and servers, as well as to SharePoint Online.

Quest Software

Metalogix

MetaVis Technologies