No Phase Name 1 Initiation
2 Requirements
4 Pre-Migration
5 Pre-Migrate
6 Pre-Migrate
8 Migrate 9 Migrate 10 Migrate 11 Post-Migrate 12 Post-Migrate 13 Post-Migrate
14 Post-Migrate
Task Name Project Initiation
Statement of Work Preperation
Review & Sign Off Of Statement of Work
Indentify Project Stake Holders and Scheduling Project Meetings Procure Environment Access to Team Members
Software Project Plan Preparation and Allied Documents Microsoft Project Plan
Project Kick Off
Requirements Gathering and Analysis
Tool Based Requirements Gathering - Run MS Pre-Upgrade Check Tool Manual Requirements Gathering
Requirements Analysis - Identify Functional Gaps and Deltas
Analyze and remove any un-used feature / Site in Existing environment (Orphaned Objects) by Complexity / Functionality / Templates Create List of Customizations, Settings which neds manual move
Preparation of Functional Requirements Specifications (FRS) Review and Sign Off of Functional Requirements Specifications Review Software Availability
Review Available Hardware
Obtain and Verify Service Accounts, DNS Entries, URLs Preparation of Test Strategy / Plan
Review of Test Strategy / Plan Design
Strategy for Migrating SP 2010 User Profiles for SP 2013 Strategy for Migrating SP 2010 My Sites to SP 2013 Strategy for Migrating SP 2010 Search to SP 2013
Strategy for Migrating SP 2010 InfoPath Form Services to SP 2013 Strategy for Migrating SP 2010 Excel Services to SP 2013
Strategy for Migrating SP 2010 Business Data Catalog to SP 2013 Stratgey for retaining Single Sign On in SP 2013
Strategy for Migrating SP 2010 Parent - Child Forms to SP 2013 Strategy for Migrating 3rd Party Components of SP 2010 to SP 2013 Strategy for Retaining external integration after migrations in SP 2013 Architecture and Solution Approach Design (High Level Design) Identify and Prepare Architectural, Topology Diagrams
Design Documentaion (Low Level Design) Finalize Code Promotion Strategy
Finalize Change Management Strategy
Validate Existing Information Architectue and Governance Review and Sign Off of HLD and LLD
Preparation of Test Scripts for Quality Assurance
Review and Sign Off of Test Scripts for Quality Assurance Proof OF Concept for Migration
SP 2013 Development Environment Setup
Resolve and Clean the Pre-Upgrade Checker Reported Issues Install necessary server roles
Configure IIS, .Net Framework 4.5 Install and Configure IIS Compression
Confiure Log File Location and Tweak the IIS Settings for SharePoint Assign Roles to the Machines SharePoint Admin and Infrastructre Team Install SQL Server 2012 and Establsh Clustering and / or Mirroring Instal SharePoint Binaries on the target SharePoint servers Install Language Packs
Configure Language Variations Support
SP 2013 Development Environment Basic Configuration Run SP 2013 Coniguration Wizard
Create Web Application for Portal, Search, etc.
Setup SharePoing Configuration Settings (Farm, Web App Settings, Application Service Settings, etc) Configure Recycle Bin Retention and Site Delete Confirmation Settings
Site Templates, Quotas, General Settings, Incoming-Outgoing Email Setups Configure Usage Analysis
SP 2013 Development Environment Service Applications Configuration Configure 2010 Access Database Service in SP 2013
Configure SP 2013 Access Services
Configure SP 2013 App Managemnt Service
Configure SP 2013 Business Data Connectivity Service Configure SP 2013 Claims to Windows Token Service Configure SP 2013 Distributed Cache
Configure SP 2013 Excel Calculation Services Configure SP 2013 Machine Translation Services
Configure SP 2013 SP Foundation Sandboxed Code Service Configure SP 2013 PerformancePoint Service
Configure SP 2013 Secure Store Services Configure SP 2013 SharePoint Server Search Configure SP 2013 User Profile Service
Configure SP 2013 User Profile Synchronization Service Configure SP 2013 Visio Graphics Service
Configure SP 2013 Word Automation Services Configure SP 2013 Work Mangement Service Install and Conigure Office Web Apps
Install 3rd Party Applications (if needed) Load Balancing the SharePoint Sites Publishing the SharePoint Sites
SP 2013 Development Environment My Site and User Profiles Configuration Create My Site Web Application SharePoint Admin and Infrastructure Team Configure User Profiles
Configure Audiences
Configure SSL SharePoint Admin (if needed) Install Infrastructure Updates
SP 2013 Development Environment Search Configuration Configure Content Sources
Create the Crawl Schedules
Configure Best Bets an Keywords for Search Configure Search Scopes
Establish and implement Search Monitoring Monitor Search Performance
Re-Build Solutions from Existing SP 2010 Environment
Re-compile / Re-build components / Re-package the custom code written in SP 2010
Re-Factor Branding components like Master Pages, Page Layouts, and Delegate Controls to work with SP 2013 Ribbon Fix for Deprecated APIs / Deprecated Code
Content Migration (Backup, Restore, and Attach) Backup Content DBs frm SP 2010
Attach SP 2010 Databases to SP 2013 Dev Environments Deploy Content Databases from Dev to Stage (QA/UAT)
Attach SP 2010 Content Databases to Sp 2013 PROD Environments Migrate Custom Solutions
Unit Testing (Custom Solutions and Content) Prepare Deployment Manuals and Guides QA Testing
Test Portal based on usage patterns and businesss scenario Test My Sites, and User Profile Sync
Test Search and Indexing Test Custom Solutions
Test Service Applications Integrations Test 3rd Party Application Functionality Test Incorming and Outgoing Email Settings Test Content Search
Test People Search Fixes for QA Issues UAT Testing and Support
Install Deployment Scripts on UAT servers
Restore Content Databases From SP2013 DEV to SP 2013 QA/UAT Deploy Migrated Code Base
Verify existing configuration of the UAT Farm for all service applications Fixes for UAT Issues
Go Live - Iteration (SP 2013 PROD Farm)
Restore Content Databases - From SP 2010 PROD to SP 2013 PROD Splitting and PerformancePoint / SQL Server Reporting Service Deploying UAT Migrated Code Base
Go Live Support
Post-Implementation Operations
Run SharePoint Health Analyzer and Fix the Issues
Review and Clear the Errors in the Event Log, SharePoint Logs Configure SCOM / HP Unicenter Monitoring for SharePoint Servers Configure LogBinder / ArcSight for SharePoint Auditing
Planning for Backup and Restore / Disaster Recovery / Business Continuance Reporting and Monitor Growth, Usage and Performance
Plan for Scheduled Performance Tuning, Clean up in SQL and SharePoint Training
Setup Self Service Portal (User Requests Creation, FAQs, Lesson Learned, Best Practices, Policies, Poductivity Hub) Train Business Stakeholders
Environment Role Required Y/N Status
n/a Dev Team
n/a Customer
n/a Dev Team
n/a Dev Team
n/a Dev Team
n/a Dev Team
n/a All Stake Holders
SP 2010 Dev Team SP 2010 SharePoint Admin SP 2010 Dev Team SP 2010 SharePoint Admin SP 2010 SharePoint Admin SP 2010 Dev Team SP 2010 Customer SP 2010 SharePoint Admin SP 2010 SharePoint Admin SP 2010 SharePoint Admin SP 2010 Test Team SP 2010 Customer
SP 2013 Dev Dev Team SP 2013 Dev Dev Team SP 2013 Dev Dev Team SP 2013 Dev Dev Team SP 2013 Dev Dev Team SP 2013 Dev Dev Team SP 2013 Dev Dev Team SP 2013 Dev Dev Team SP 2013 Dev Dev Team SP 2013 Dev Dev Team
SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev Dev Team
SP 2013 Dev Dev Team
SP 2013 Dev SharePoint Admin SP 2013 Dev Customer
SP 2013 Dev Test Team SP 2013 Dev Customer SP 2013 Dev Dev Team SP 2013 Dev Dev Team
SP 2010 SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin
SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin
SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin
SP 2013 Dev Network Infrastructure and SharePoint Infrastructure Team SP 2013 Dev Network Infrastructure and SharePoint Infrastructure Team
SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin
SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin
SP 2013 Dev Dev Team
SP 2013 Dev SharePoint Admin SP 2013 Dev Dev Team
SP 2013 Dev Dev Team
SP 2013 Dev SharePoint Admin SP 2013 Dev SharePoint Admin
SP 2013 Dev Dev Team SP 2013 Dev Dev Team SP 2013 Dev Dev Team
SP 2010 SharePoint Admin SP 2013 Dev SharePoint Admin SP 2013 QA/UAT SharePoint Admin SP 2013 Prod SharePoint Admin
SP 2013 Prod SharePoint Admin and Dev Team SP 2013 Prod SharePoint Admin
SP 2013 Prod SharePoint Admin
SP 2013 QA/UAT Testing Team SP 2013 QA/UAT Testing Team SP 2013 QA/UAT Testing Team SP 2013 QA/UAT Testing Team SP 2013 QA/UAT Testing Team SP 2013 QA/UAT Testing Team SP 2013 QA/UAT Testing Team SP 2013 QA/UAT Testing Team SP 2013 QA/UAT Testing Team SP 2013 QA/UAT Dev Team
SP 2013 QA/UAT SharePoint Admin SP 2013 QA/UAT SharePoint Admin SP 2013 QA/UAT SharePoint Admin SP 2013 QA/UAT SharePoint Admin SP 2013 QA/UAT Dev Team
SP 2013 PROD SharePoint Admin SP 2013 PROD SharePoint Admin SP 2013 PROD SharePoint Admin SP 2013 PROD Dev Team
SP 2013 PROD SharePoint Admin SP 2013 PROD SharePoint Admin SP 2013 PROD SharePoint Admin SP 2013 PROD SharePoint Admin SP 2013 PROD SharePoint Admin SP 2013 PROD SharePoint Admin SP 2013 PROD SharePoint Admin
SP 2013 PROD SharePoint Admin
SP 2013 PROD Customer / Business Analyst SP 2013 PROD SharePoint Admin
