S No |
Phase Name |
Task Name (SP 2010 to SP 2013) |
Environment |
Role |
1 |
Initiation |
Project Initiation |
|
|
|
|
Statement of Work (SOW) Preparation |
N/A |
Dev Team |
|
|
Review & Sign off of Statement of Work (SOW) |
N/A |
Customer |
|
|
Identifying Project Stake Holders & Scheduling Project Meetings |
N/A |
Dev Team |
|
|
Procure Environment Access to Team Members |
N/A |
Dev Team |
|
|
Software Project Plan Preparation & Allied Documents |
N/A |
Dev Team |
|
|
Microsoft Project Plan |
N/A |
Dev Team |
|
|
Project Kick off |
N/A |
All Stake holders |
|
|
|
|
|
2 |
Requirements |
Requirements Gathering & Analysis |
|
|
|
|
Tool Based Requirements Gathering (Run MS Pre-Upgrade check tool) |
SP 2010 |
Dev Team |
|
|
Manual Requirements Gathering |
SP 2010 |
SharePoint Admin |
|
|
Requirements Analysis (Identify Functional Gaps & Deltas) |
SP 2010 |
Dev Team |
|
|
Analyze and remove any un-used feature/Site in existing environment (Orphaned Objects) |
SP 2010 |
SharePoint Admin |
|
|
Site Grouping by Complexity/Functionality/Templates |
|
|
|
|
Create list of customizations, Settings which needs manual move |
SP 2010 |
SharePoint Admin |
|
|
Preparation of Functional Requirement Specification (FRS) |
SP 2010 |
Dev Team |
|
|
Review & Sign off of Functional Requirement Specification (FRS) |
SP 2010 |
Customer |
|
|
Review Software Availability |
SP 2010 |
SharePoint Admin |
|
|
Review Available Hardware |
SP 2010 |
SharePoint Admin |
|
|
Obtain and verify Service accounts, DNS Entries, URLs |
SP 2010 |
SharePoint Admin |
|
|
Preparation of Test Strategy/Plan |
SP 2010 |
Test Team |
|
|
Review of Test Strategy/Plan |
SP 2010 |
Customer/Business |
|
|
|
|
|
3 |
Design |
Design |
|
|
|
|
Strategy for Migrating SP 2010 User Profiles to SP 2013 |
SP 2013 Dev |
Dev Team |
|
|
Strategy for Migrating SP 2010 My Sites to SP 2013 |
SP 2013 Dev |
Dev Team |
|
|
Strategy for Migrating SP 2010 Search to SP 2013 |
SP 2013 Dev |
Dev Team |
|
|
Strategy for Migrating SP 2010 InfoPath Form Services to SP 2013 |
SP 2013 Dev |
Dev Team |
|
|
Strategy for Migrating SP 2010 Excel Services to SP 2013 |
SP 2013 Dev |
Dev Team |
|
|
Strategy for Migrating SP 2010 Business Data Catalog to SP 2013 |
SP 2013 Dev |
Dev Team |
|
|
Strategy for retaining Single Sign on in SP 2013 |
SP 2013 Dev |
Dev Team |
|
|
Strategy for Migrating SP 2010 Parent – Child Forms to SP 2013 |
SP 2013 Dev |
Dev Team |
|
|
Strategy for Migrating 3rd Party Components of SP 2010 |
SP 2013 Dev |
Dev Team |
|
|
Strategy for Retaining external integration after migrations in SP 2013 |
SP 2013 Dev |
Dev Team |
|
|
Architecture & Solution Approach Design (HLD) |
SP 2013 Dev |
SharePoint Admin |
|
|
Identify and Prepare Architectural, Topology Diagrams |
SP 2013 Dev |
SharePoint Admin |
|
|
Design Documentation (Low level design) |
SP 2013 Dev |
SharePoint Admin |
|
|
Finalize Code Promotion Strategy |
SP 2013 Dev |
Dev Team |
|
|
Finalize Change Management Strategy |
SP 2013 Dev |
Dev Team |
|
|
Validate existing IA& Governance |
SP 2013 Dev |
SharePoint Admin |
|
|
Review & Sign off of HLD & LLD |
SP 2013 Dev |
Customer |
|
|
Prepartion Test Scripts for QA |
SP 2013 Dev |
Test Team |
|
|
Review & Sign off of Test Scripts for QA |
SP 2013 Dev |
Customer |
|
|
Proof Of Concept for Migration |
SP 2013 Dev |
Dev Team |
|
|
Update MicrosoftProject Plan |
SP 2013 Dev |
Dev Team |
|
|
|
|
|
4 |
Pre-Migrate |
SP 2013 Development Environment Setup |
|
|
|
|
Resolve and Clean the Pre-upgrade checker reported issues |
SP 2010 |
SharePoint Admin |
|
|
Install necessary server roles |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure IIS, .NET Framework 4.5 |
SP 2013 Dev |
SharePoint Admin |
|
|
Install and configure IIS compression |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure Log file location & Tweak the IIS Settings for SharePoint |
SP 2013 Dev |
SharePoint Admin |
|
|
Assign roles to the Machines SharePoint Admin & Infrastructure Team |
SP 2013 Dev |
SharePoint Admin |
|
|
Install SQL Server 2012 and Establish Clustering & Mirroring |
SP 2013 Dev |
SharePoint Admin |
|
|
Install SharePoint Binaries on the target machines |
SP 2013 Dev |
SharePoint Admin |
|
|
Install Language packs |
SP 2013 Dev |
SharePoint Admin |
|
|
|
|
|
5 |
Pre-Migrate |
SP 2013 Development Environment Basic Configuration |
|
|
|
|
Run SP 2013Configuration Wizard |
SP 2013 Dev |
SharePoint Admin |
|
|
Create Web Application for Portal, Search etc. |
SP 2013 Dev |
SharePoint Admin |
|
|
Setup SharePoint Configuration Settings (Farm, Web App Settings, Etc) |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure Recycle Bin retention and Site Delete Confirmation |
SP 2013 Dev |
SharePoint Admin |
|
|
Site Templates, Quotas, General Settings, Incoming-Outgoing Mail setups |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure Usage Analysis |
SP 2013 Dev |
SharePoint Admin |
|
|
|
|
|
6 |
Pre-Migrate |
SP 2013 Development Environment Service Applications Configuration |
|
|
|
|
Configure 2010 Access Database Service in SP 2013 |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 Access Services |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 App Management Service |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 Business Data Connectivity Service |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 Claims to Windows Token Service |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 Distributed Cache |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 Excel Calculation Services |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 Machine Translation Service |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 Managed Metadata Web Service |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 SP Foundation Sandboxed Code Service |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 PerformancePoint Service |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 PowerPoint Conversion Service |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 Secure Store Service |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 SharePoint Server Search |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 User Profile Service |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 User Profile Synchronization Service |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 Visio Graphics Service |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 Word Automation Services |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 Work Management Service |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 Visio Graphics Services |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure SP 2013 Word Automation Services |
SP 2013 Dev |
SharePoint Admin |
|
|
Install and configure Office Web Apps |
SP 2013 Dev |
SharePoint Admin |
|
|
Install Third-Party applications (if needed … ) |
SP 2013 Dev |
SharePoint Admin |
|
|
Load Balancing the SharePoint Sites |
SP 2013 Dev |
Infrastructure Team & SharePoint |
|
|
Publishing (ISA/F5) the SharePoint Sites |
SP 2013 Dev |
Infrastructure Team & SharePoint |
|
|
|
|
|
7 |
Migrate |
SP 2013 Development Environment My Site & User Profiles Configuration |
|
|
|
|
Create My Site web application SharePoint Admin & Infrastructure Team |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure User Profiles |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure Import fields from AD & Profile Import schedules |
SP 2013 Dev |
SharePoint Admin & Infrastructure Team |
|
|
Configure Audiences |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure Kerberos Authentication (if needed …) |
SP 2013 Dev |
SharePoint Admin & Infrastructure Team |
|
|
Configure SSL SharePoint Admin (if needed) |
SP 2013 Dev |
SharePoint Admin |
|
|
Install Infrastructure Updates |
SP 2013 Dev |
SharePoint Admin |
|
|
|
|
|
8 |
Migrate |
SP 2013 Development Environment Search Configuration |
|
|
|
|
Configure Content Sources |
SP 2013 Dev |
Dev Team |
|
|
Create the Crawl Schedules |
SP 2013 Dev |
SharePoint Admin |
|
|
Configure Best Bets and Keywords for Search |
SP 2013 Dev |
Dev Team |
|
|
Configure Search Scopes |
SP 2013 Dev |
Dev Team |
|
|
Establish and implement search monitoring and tuning plan |
SP 2013 Dev |
SharePoint Admin |
|
|
Monitor Search Performance |
SP 2013 Dev |
SharePoint Admin |
|
|
|
|
|
9 |
Migrate |
Re-build Solutions from Existing SP 2010 Environment |
|
|
|
|
Re-compile / Re-build components / Re-package the custom code written in SP 2010 |
SP 2013 Dev |
Dev Team |
|
|
Re-factor Branding components like Master Pages, Page Layouts and Delegate Controls to work with SP 2013 Ribbon |
SP 2013 Dev |
Dev Team |
|
|
Fix for deprecated APIs / deprecated code |
SP 2013 Dev |
Dev Team |
|
|
|
|
|
10 |
Migrate |
Content Migration (Backup, Restore & Attach) |
|
|
|
|
Backup Content DBs from SP 2010 |
SP 2010 |
SharePoint Admin |
|
|
Attach SP 2010 Databases to SP 2013 Dev Environments |
SP 2013 Dev |
SharePoint Admin |
|
|
Deploy content database from Dev to Test (QA/UAT) |
SP 2013 QA/UAT |
SharePoint Admin |
|
|
Attach SP 2010 Databases to SP 2013 Prod Environments |
SP 2013 Prod |
SharePoint Admin |
|
|
Migrate Custom solutions |
SP 2013 Dev |
SharePoint Admin & Development Team |
|
|
Unit Testing (Custom Solutions & Content) |
SP 2013 Dev |
SharePoint Admin |
|
|
Prepare Deployment Manual/Guides |
SP 2013 Dev |
SharePoint Admin |
|
|
|
|
|
11 |
Post-Migrate |
QA Testing |
|
|
|
|
Test Portal based on usage patterns and business scenarios |
SP 2013 QA/UAT |
Testing Team |
|
|
Test My Sites, and User Profile Sync |
SP 2013 QA/UAT |
Testing Team |
|
|
Test Search and Indexing |
SP 2013 QA/UAT |
Testing Team |
|
|
Test Custom solutions |
SP 2013 QA/UAT |
Testing Team |
|
|
Test Service Application integrations |
SP 2013 QA/UAT |
Testing Team |
|
|
Test 3rd part application functionality |
SP 2013 QA/UAT |
Testing Team |
|
|
Test Incoming and Outgoing E-Mail Settings |
SP 2013 QA/UAT |
Testing Team |
|
|
Test Content Search |
SP 2013 QA/UAT |
Testing Team |
|
|
Test People Search |
SP 2013 QA/UAT |
Testing Team |
|
|
Fixes for QA Issues |
SP 2013 QA/UAT |
Dev Team |
|
|
|
|
|
12 |
Post-Migrate |
UAT Testing & Support |
|
|
|
|
Install Deployment Scripts on UAT server |
SP 2013 QA/UAT |
SharePoint Admin |
|
|
Restore Content DBs – From SP 2013 Dev to SP 2013 QA/UAT |
SP 2013 QA/UAT |
SharePoint Admin |
|
|
Deploy Migrated code base |
SP 2013 QA/UAT |
SharePoint Admin |
|
|
Verify existing configuration of the UAT farm for all service applications |
SP 2013 QA/UAT |
SharePoint Admin |
|
|
Fixes for UAT Issues |
SP 2013 QA/UAT |
Dev Team |
|
|
|
|
|
13 |
Post-Migrate |
Go Live – Iteration [SP 2013 PROD Farm] |
|
|
|
|
Configuration of the PROD farm for all service applications |
SP 2013 Prod |
SharePoint Admin |
|
|
Restore Content DBs – From MOSS 2010 Prod to SP 2013 Prod |
SP 2013 Prod |
SharePoint Admin |
|
|
Splitting & PerformancePoint/SSRS integration |
SP 2013 Prod |
SharePoint Admin |
|
|
Deploying UAT migrated code base |
SP 2013 Prod |
SharePoint Admin |
|
|
Go Live Support |
SP 2013 Prod |
Dev Team |
|
|
|
|
|
14 |
Post-Migrate |
Post-Implementation Operations |
|
|
|
|
Run SharePoint Health analyzer and fix the issues |
SP 2013 Prod |
SharePoint Admin |
|
|
Review and Clear the Errors in Event Log, SharePoint Logs |
SP 2013 Prod |
SharePoint Admin |
|
|
Configure SCOM Monitoring for SharePoint servers |
SP 2013 Prod |
SharePoint Admin |
|
|
Planning for Backup and Restore/Disaster Recovery /Business Continuance |
SP 2013 Prod |
SharePoint Admin |
|
|
Reporting and Monitor Growth, Usage and Performance |
SP 2013 Prod |
SharePoint Admin |
|
|
Plan for Scheduled Performance tuning, Clean-up in SQL & SharePoint |
SP 2013 Prod |
SharePoint Admin |
|
|
|
|
|
15 |
Post-Migrate |
Training |
|
|
|
|
Setup Self service Portal (User Request creation, FAQs, Lesson, Best Practices, Policies, Etc) |
|
SharePoint Admin |
|
|
Train Business Stakeholders |
|
Customer / BA |
|
|
Train for IT Support Staff |
|
Dev Team |