SharePoint 2013 Upgrade Project Overview

7/28/2016 - The SharePoint 2013 migration project successfully completed in July 2016. All SharePoint 2007 and 2010 sites have been migrated and both environments are being decommissioned.

The SharePoint 2013 project will migrate existing campus customers from the two existing production instances of SharePoint to the latest version, which has several new features and enhancements. This will also allow for consolidation of the SharePoint environment and support of one standard service offering.

Business Need and Background

Currently, there are three (3) SharePoint (SP) deployments supported by Information Technology Services (ITS). SharePoint 2007 (SP2007) and SharePoint 2010 (SP2010) are both production services relying on aging hardware and with SP2007 nearing end-of-life (see Appendix A for full customer list). The proposed SP service strategy is to migrate existing customers on these environments to the newly built, production-ready, on premise SharePoint 2013 (SP2013) service. There are many new SP2013 features that will benefit campus customers, including:

  • HTML 5 support, which will provide an enhanced experience for Macintosh users.
  • Optimized viewing experience for mobile devices.
  • Improvements in the search engine that allows query processing and targeting of results.
  • Business intelligence.
  • Social computing.

Additionally, migrating customers from SP2007 and SP2010 would allow ITS to offer and support one standard SP service for campus.

Project Description

After conducting an initial evaluation of hosting options, the SP2013 production environment has been built and deployed utilizing an on premise, fully virtual infrastructure. The on premise option was selected due to limitations at the time with Microsoft’s SP cloud offering, such as concerns around supporting the size of the current ITS environment and the absence of some required features. Once the migration to SP2013 is complete, an evaluation of future hosting options (e.g., on premise, cloud or hybrid) will be conducted. It is important to note that regardless of the future hosting option selected, all current SP customers must first migrate to SP2013 in preparation.

The migration will be performed in phases:

  • Phase 0 – Early adopters and (FIS) migration to SP2013
  • Phase 1 – SP2007 to SP2013 migration
  • Phase 2 – SP2010 to SP2013 migration

Individual migration project plans (including testing and communications plans) will be developed in collaboration with each customer.

Project Goals

  1. Consolidate all campus SharePoint customers on SP2013 environment.
  2. Retire SP2007 and SP2010 environments.
  3. Determine future SP hosting strategy (on premise, cloud, or hybrid).


The following deliverables or tasks are in scope for this project:

  1. Build SP2013 production environment.
  2. Test and certify SP2013 production environment.
  3. Creation of customer-facing documentation (e.g., migration instructions, knowledge base, etc.).
  4. Develop and publish SP2013 service level agreement (SLA).
  5. Service rate and billing review.
  6. Migrate existing SP2007 and SP2010 customers to new on-premise SP2013 environment.
  7. Evaluation of future hosting options (e.g., on premise, cloud or hybrid).


SharePoint 2013 Project Charter

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