MOSS 2007 to SharePoint 2010 Migration - Project Plan Milestones

MOSS 2007 to SharePoint 2010 Migration - Milestones (Assuming planning stage is completed)
S.No	Task Name	Resource
I	Prepare Existing Environment for Migration
	Run Pre-Upgrade check tool	SharePoint Admin
	Resolve and Clean the Pre-upgrade checker reported issues	SharePoint Admin
	Analyze and remove any un-used feature/site in existing environment	SharePoint Admin
	Create list of customizations, Settings which needs manual move	SharePoint Admin
II	Planning Review
	Review Software Availability	SharePoint Admin
	Review Available Hardware	SharePoint Admin
	Obtain and verify Service accounts, DNS Entries, URLs	SharePoint Admin & Infrastructure Team
III	Create and configure the new environment (DEV, STAGING, PROD)
	Identify and Prepare Architectural, Topology Diagrams	SharePoint Admin
	Install necessary server roles, Pre-reqs on the machines	SharePoint Admin
	Configure IIS, .NET Framework 3.5
	Install and configure IIS compression	SharePoint Admin
	Configure Log file location & Tweak the IIS Settings for SharePoint	SharePoint Admin
	Install Software
	Assign roles to the Machines	SharePoint Admin & Infrastructure Team
	Install SQL server and Establish Clustering & Mirroring	SharePoint Admin & Infrastructure Team
	Install the SharePoint Binaries on the target machines	SharePoint Admin
	Install Language packs if needed	SharePoint Admin
	Configure SharePoint
	Run Configuration Wizard	SharePoint Admin
	Create web application for Portal, Search, Etc	SharePoint Admin
	Setup SharePoint Configuration Settings (Farm, Web App Settings, Etc)	SharePoint Admin
	Configure Recycle Bin retention and Site Delete Confirmation	SharePoint Admin
	Site templates, Quotas, General Settings, Incoming-Outgoing Mail setups	SharePoint Admin
	Configure usage analysis	SharePoint Admin
	Configure antivirus protection	SharePoint Admin & Infrastructure Team
	Configure My Site
	Create My Site web application	SharePoint Admin & Infrastructure Team
	Configure user profiles	SharePoint Admin
	Configure the Import fields from AD & Profile Import schedules	SharePoint Admin & Infrastructure Team
	Configure audiences	SharePoint Admin
	Configure Kerberos Authentication	SharePoint Admin & Infrastructure Team
	Configure SSL	SharePoint Admin & Infrastructure Team
	Install Infrastructure Updates	SharePoint Admin & Infrastructure Team
	Configure Search
	Install the Ifiters for Search (PDF, Zip, Docx, PPTX, XLSx, Etc)	SharePoint Admin
	Configure content sources	SharePoint Admin
	Create the Crawl Schedules	SharePoint Admin
	Configure best bets and keywords for search	SharePoint Admin
	Configure search scopes	SharePoint Admin
	Establish and implement search monitoring and tuning plan	SharePoint Admin
	Monitor search performance	SharePoint Admin
	Configure service applications
	Access Services	SharePoint Admin
	Business Data Connectivity  Services	SharePoint Admin
	Excel services	SharePoint Admin
	Managed Metadata  Services	SharePoint Admin
	PerformancePoint  Services	SharePoint Admin
	Search Services	SharePoint Admin
	Secure Store  Services	SharePoint Admin
	Usage and Health Services	SharePoint Admin
	User Profile Services	SharePoint Admin
	Visio Graphics Services	SharePoint Admin
	Web Analytics Services	SharePoint Admin
	Word Automation Services	SharePoint Admin
	Install and configure Office Web Apps	SharePoint Admin
	Install Third-Party applications	SharePoint Admin
	Load Balancing & Publishing (ISA/F5) the SharePoint sites	Infrastructure Team & SharePoint Admin
IV	Re-build Solutions from Existing Environment
	Setup Branding
	Create theme for corporate branding	SharePoint Admin & Development Team
	Build the Master page	SharePoint Admin & Development Team
	Create the solution package for branding & Apply	SharePoint Admin & Development Team
	Rebuild MOSS 2007 custom Features/Webparts/ Assemblies/Solutions and Re-apply in New environment	SharePoint Admin & Development Team
	Modified Web.Config , File system Changes	SharePoint Admin & Development Team
	Prepare Documentation & Implementation Guides	SharePoint Admin & Development Team
V	Content Migration (Backup, Restore & Attach the content Databases)
	Take Existing SQL Server Content DB  Backup (Set the previous version databases to be read-only while taking Backup!)	SharePoint Admin & Infrastructure Team
	Restore to STAGGING, PROD Environments (Set the previous version databases, Restored DBs as read-write)	SharePoint Admin & Infrastructure Team
	Test the Content databases (Test-SPContentDatabase) and fix any issue if exists	SharePoint Admin
	Attach the Databases to SharePoint STAGGING, PROD Environments	SharePoint Admin
	Migrate the invidual solutions (InfoPath Forms, etc)	SharePoint Admin & Development Team
	Test and Evaluate Environments	SharePoint Admin
	Prepare Documentation & Implementation Guides	SharePoint Admin
VI	Testing
	Test Portal Web Site using a Domain Account	Testing Team
	Test based on usage patterns and business scenarios	Testing Team
	Test My Sites, and user profile Sync	Testing Team
	Test search and indexing	Testing Team
	Test solutions	Testing Team
	Test Service Application integrations	Testing Team
	Test 3rd part application functionality	Testing Team
	Test Incoming and Outgoing E-Mail Settings	Testing Team
	Test Content and People Search	Testing Team
	Fix the issues reported during Testing Phase	SharePoint Admin & Infrastructure Team
VII	Training
	Setup Self service Portal (User Request creation, FAQs,Lessons, KEDB, Best Practices, Policies, Etc)	SharePoint Admin
	Developer Training	SharePoint Admin
	Train Stakeholders	SharePoint Admin
	Support Training	SharePoint Admin
VIII	Post-Implementation Operations
	Run SharePoint Health analyzer and fix the issues	SharePoint Admin
	Review and Clear the Event Log, SharePoint Logs	SharePoint Admin
	Configure SCOM Monitoring for SharePoint servers	SharePoint Admin & Infrastructure Team
	Planning for Backup and Restore/Disaster Recovery /Business Continuance	SharePoint Admin & Infrastructure Team
	Reporting and Monitor Growth, Usage and Performance	SharePoint Admin & Infrastructure Team
	Plan for Scheduled Performance tuning, Clean-up in SQL & SharePoint	SharePoint Admin & Infrastructure Team

25 Things to Document before You Start SharePoint Migration

So you are ready for SharePoint Migration? Before starting with Migration process, You must document things on the current environment, which includes, but not limited to:

1. Document Existing SharePoint Server's Topology (preferably in Visio format), Roles, Hardware/Software Specifications, Installed Updates, Software installed, Language Packs, etc
2. Prepare a List of SharePoint Web Applications, Site collections, Host headers, etc
3. Document Central Administration Settings like User Policies, Quota Templates, Data connections, Zones, AAM, Quota Templates, Blocked File Types, etc
4. Document All Third-party Software installed on top of SharePoint (Like Nintex workflows, Axceler control Point
5. Document Inventories & customizations like Solutions, workflows, Event Handlers, Web Parts, Features, Assemblies, Site Templates, Site Definitions, Custom Timer jobs, etc.
6. Document Active directory Domains/Forest details. This will help in configuring User Profile Import connection sources, People Picker configurations.
7. Document Current environment Out of the box Features enabled (Such as Publishing), Enterprise feature Enabled (such as InfoPath Farm Services)
8. Document Outgoing, Incoming E-mail settings of the SharePoint server
9. Document all IIS customizations made manually, like Web.config modifications, Add-ons installed in IIS (like Compression, URL Rewrite, HTTPHandlers etc)
10. Document SQL Server configurations, Content DB sizes, Mirroring, Clustering configuration details
11. Document any custom solutions deployed in Layout's folder or BIN folder.
12. Prepare a report on User base with Total no. of users, avg concurrent users, etc
13. Document custom scripts, automation tools you are running from SharePoint servers (like Monthly storage report generation script, scheduled with windows task scheduler)
14. Make a Note of current environment's Information Architecture, including Managed Paths, Top navigation, etc.
15. Document existing Farm's service accounts. Kerberos applied?
16. Document Search Settings, including content sources, schedules, Keywords, Best-bets.
17. Document Email Enabled Lists and Libraries
18. What is the current Disaster recover plan? How ofter backups are taken? Third party software integrated with SharePoint (Like AvePoint, DPM, etc)
19. Document Infrastructure details such as Load balancer, DNS, IPs, SSL Certificates, Publishing configurations (Like F5, TMG, ISA Server, etc)
20. Document 12/14 hive Layout folder customizations, File system changes if any
21. Make a note of all InfoPath Form libraries. You have to update the Form Template URL and You may have to Change the data connections, etc.
22. Existing Branding Artifacts like Master pages, Themes, Logos, etc.
23. Document the custom authentication providers (Forms, LDAP, etc) if any
24. Document the current Monitoring setups like SCOM.
25. Last but not least - Make sure you have the version control system (like CVS, SVN, TFS, etc) which has all the artifacts including source code, installers, deployment guides.