Many organizations will soon be upgrading or migrating to SharePoint 2013 when it releases and soon thereafter. Today, with SharePoint 2013 Preview being publicly available, best practices call for preparing for and testing your upgrades. A published Microsoft article fully describes the steps you’ll need to follow in order to better prepare your environment for an upgrade and increase the chances of it being a successful one.
The Microsoft article provides many good tips, such as ensuring your environment is fully functional, planning for capacity, backing up your databases, and optimizing your environment prior to the migration. But cleaning up your environment is probably the most vital best practice, as it ensures all unwanted content is either removed or left behind, and all current issues are resolved. After all, you don’t want to move the junk, but you do want to move valuable, usable data.
The following list includes items that need to be cleaned prior to your upgrade
As I read the list above on TechNet, I couldn’t help but notice that some of the items listed above were long-existing features of Quest’s Site Administrator for SharePoint solution.
Quest Site Administrator for SharePoint, in general, provides increased visibility into your SharePoint environment in order to reduce daily management challenges. It provides a centralized administrative console that gives detailed reports and metrics on your enterprise, usage, permissions, and content as well as strong management capabilities for permissions.
Specific to this topic, Site Administrator can help clean up your SharePoint environment before you upgrade it. Let’s take a look at how Site Administrator can help de lete unused or underused site collections and subwebs
You don’t want to upgrade content that you don’t have to keep. If it was unused for a long time and is not needed in the future, back it up, and then delete it to free storage and administrative resources, improve upgrade performance, and reduce upgrade risk. Be sure to communicate with site owners or organizational contacts regarding the site status — you want to make sure that the site is not needed before you delete it (for example, you do not want to delete sites that are required for compliance, such as emergency procedures, even though they may not be frequently updated).
For more information about how to delete site collections and subwebs, see the following articles:
Quest Site Administrator for SharePoint helps identify unused or underused site collections through its Site Collections Report. Additional reports that dive deeper into the SharePoint topology to identify unused or underused content include:
Here is a high level depiction of how these reports can help identify the site collections, sites, list and libraries and even documents that can be possibly cleaned up for a SharePoint upgrade:
The Site Collections Report
The Site Collections Report illustrated above shows all site collections within the current scope, including the following data:
The Sites Report illustrated above shows all individual sites in the scope, including the following data:
Document Libraries Report
The Document Libraries Report illustrated above shows all document libraries within a site or a site collection, including the following data:
Lists ReportThe Lists Report illustrated above shows all SharePoint lists within a site or a site collection, including the following data:
Documents and Pages Report
The Documents and Pages Report illustrated above shows all document and pages within the scope, including the following data: Document name and type
In short, the Usage Report shows aggregated usage information for the site (site collection) and all subsites in the last 30 days, including the following information:
Ready for the upgrade!
Part 2 of this post can be found here.