Metalogix Expert. Scenario Based Install Jumpstart. March,

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1 Expert Scenario Based Install Jumpstart March,

2 Expert Scenario Based Install Jumpstart Copyright 2018 Meta l ogi x Interna ti ona l GmbH Al l ri ghts res erved. No pa rt or s ecti on of the contents of thi s ma teri a l ma y be reproduced or tra ns mi tted i n a ny form or by a ny mea ns wi thout the wri tten permi s s i on of Meta l ogi x Interna ti ona l GmbH. Meta l ogi x Expert i s a tra dema rk of Meta l ogi x Interna ti ona l GmbH. Wi ndows Sha repoi nt Servi ces i s ei ther a regi s tered tra dema rk or a tra dema rk of Mi cros oft Corpora ti on i n the Uni ted Sta tes a nd/or other countri es. Other product a nd compa ny na mes menti oned herei n ma y be the tra dema rks of thei r res pecti ve owners. Technical Support For i nforma ti on a bout Meta l ogi x Techni ca l s upport vi s i t l ogi x.com/s upport. Techni ca l s upport s peci a l i s ts ca n be rea ched by phone a t The l evel of techni ca l s upport provi ded depends upon the s upport pa cka ge tha t you ha ve purcha s ed. Conta ct us to di s cus s your s upport requi rements. info@metalogix.com

3 Expert Scenario Based Install Jumpstart Contents Introduction... 4 Expert Installable Components... 5 Installation Scenarios... 6 Access to Site Collection and Sub-Site Analysis... 7 Access to Web Application Analysis info@metalogix.com

4 Expert Scenario Based Install Jumpstart Introduction Migrating to a new version of SharePoint is like moving to a new home. Before you make that move, there are critical issues to consider. Will the furniture, appliances, and decorative pieces from your previous home fit and work in your new home? What about the custom furniture in your current home that you may not be able to move? For example, it is difficult to move builtin closets that you had a contractor build for you. On a similar note, when was the last time you looked through all your drawers and found just how much useless junk you ve got hiding in there? Similarly, a SharePoint migration requires careful planning to identify the critical issues and mitigate the risks of the migration. Whether you re moving your environment to SharePoint 2013, SharePoint 2016, or SharePoint Online (SPO), it is essential to understand the limits of your new environment, and whether all your content meets these limits. It is also important to consider whether content that is outdated, no longer in use, or forgotten, is worth moving. It is also important to understand that SharePoint customizations such as custom web parts, custom features and solutions, and custom Master Pages and Page Layouts, do not work in newer versions of SharePoint. Some custom work will be required to move those customizations, especially when the destination is an SPO server, which supports SharePoint Apps and sandboxed solutions. Which is why an analysis of your current environment and careful migration planning can save you time and money, and aid in the optimization of your new SharePoint environment. About Expert Expert is a free tool that provides you with a detailed analysis of your current environment by farm, web application, or site collection. By analyzing your existing farms, web applications, and site collections, that are based on strict Microsoft limitations, Expert shows you customizations that are easy to migrate and those that don t easily migrate to either on-premise and online versions of SharePoint. With this analysis, you can preempt migration issues by cleaning up unnecessary customizations and content, and plan what you move over and how you move it. 4

5 Expert Scenario Based Install Jumpstart Expert Installable Components Expert is a combination of the Expert Console and a SharePoint WSP called Extensions Web Services. Expert Console The Expert console is the primary User Interface (UI) application for analyzing the status of your current SharePoint environment and file system. It provides you with a report overview, based on Microsoft best practices for various components in your SharePoint environment and file system. Extensions Web Services The Extensions Web Services (MEWS) is a web service wrapper around the SharePoint Server Object Model. Expert uses MEWS to read farm-level information to analyze SharePoint migrations from that farm. The Expert Console uses MEWS to communicate with your SharePoint Server. The MEWS installation is not required for a SharePoint on-premise environment if your analysis is limited to the Site Collection level only. 5

6 Expert Scenario Based Install Jumpstart Installation Scenarios There are various installation scenarios for Expert. Your specific scenario will determine whether you need to install the SharePoint Extensions Web Service (MEWS). Expert can run Farm, Web Application or Site analysis reports when installing locally on an existing SharePoint environment. See the following scenarios for more details: 1. MEWS installation is not required for SharePoint on-premise. It is recommended if you are attempting to access site collection and sub-site for analysis only. a. Expert is installed outside the server and connects to a site collection or sub-site only. b. Expert is installed directly on a server and connects to a site collection or sub-site only. 2. MEWS installation is required if you are attempting to access web application analysis. a. Expert is installed outside the server and connects to a web application. MEWS needs to be installed on the SharePoint server in this scenario. b. Expert is installed directly on a server; MEWS must be installed on the same server as well. 3. MEWS installation is required if you are attempting to access farm analysis. a. Expert is installed outside the server and connects to a farm. MEWS needs to be installed on the SharePoint server in this scenario. b. Expert is installed directly on a server, MEWS must be installed on the same server as well. 4. No installation dependencies to run the File Share Analysis in Migration Expert. a. Users can analyze their local and remote File System to gain a better understanding of source content. b. The File Share Analysis does not require any installation dependency. 6

7 Expert Scenario Based Install Jumpstart Access to Site Collection and Sub-Site Analysis For access to site collection and sub-site analysis you can install either of these two scenarios: 1. Install Expert outside the server and connect to your site collection or subsite, you do not need to install MEWS for site collection or sub-site analysis on SharePoint on-premise environments. 2. Install Expert on your server and connect to your site collection. You do not need to install MEWS for site collection analysis on SharePoint on-premise environments. 7

8 Expert Scenario Based Install Jumpstart Access to Web Application Analysis For access to web application analysis you can implement either of these two scenarios: 1. Install Expert outside the server and connect to your web application. You must install MEWS on a SharePoint server for web application analysis. 2. Install Expert on the server and connect to your web application. You must install MEWS on the same server for web application analysis. 8