MOSS 2007 to SharePoint 2010 Upgrade Assessment Questionnaires

If you are at the client upgrading existing MOSS 2007 environment to new SharePoint 2010 installation, use this questionnaire to understand the existing SharePoint 2007 environment for SharePoint 2010 SharePoint Migration and Upgrade. This can be during pre-sales process to assess the client environment. I am planning to update this over time.

  • Basic Information
    • Do you have any existing SharePoint 2007 environment? If you do, which version of SharePoint is configured – WSS 3.0 or MOSS 2007 standard edition or MOSS 2007 Enterprise Edition? If you do and planning to upgrade to the SharePoint 2010, please provide following information.
    • How many users are currently using the site?
    • What is the current usage profile?  Light, Typical, Heavy, and Extreme.
  • Upgrade and Migration Needs
    • Do you have test environment where you can perform the trail upgrade and migration?
    • Do we have any communication plan for planned upgrade and downtime from SharePoint 2007 to SharePoint 2010?
    • Do we have any user adoption policy for SharePoint 2010 and end-user training plans?
    • Do we have any governance plans to support the ongoing growth of the SharePoint 2010 usage?
    • Do we have needs for the Visual Upgrade capability of SharePoint 2010 or do we need to upgrade SharePoint 2007 to SharePoint 2010 permanently?
    • Do we need to access the content in read-only mode while moving from SharePoint 2007 to the SharePoint 2010?
    • How much downtime is afforded during migration and upgrade?
    • Are you planning to restructure your current SharePoint 2007 environment in the SharePoint 2010 or are you expecting to use the same taxonomy and URLs?
  • Analyze SharePoint 2007 Server Infrastructure
    • Have you run any pre-upgrade checker on your MOSS environment? Please execute the pre-upgrade scan utility and provide us the report.
    • What level of service packs and cumulative updates are installed on the SharePoint 2007 farm? Do you have WSS SP2 or MOSS 2007 SP2 installed?
    • Please provide details about current hardware configurations for each server in the farm?
      • CPU, # of processors, dual core vs. quad core
      • 32-bit vs. 64-bit
      • RAM
      • Hard disk space
      • Networking capabilities
      • Any Additional Hardware Configuration customized to the environment
    • What version of Windows Server Infrastructure is running SharePoint 2007 environment? 32-bit Windows 2003 Server, 64-bit Windows 2003 Server, 64-bit Windows 2008 Server, 64-bit Windows 2008 Server R2
    • Is the current SharePoint environment configured on a single server or multiple server farms? If it’s configured on a multi-server farm, please provide us details:
      • How many web front end servers are used?
      • Is web front servers are Load balanced? If yes then is it software or hardware Load Balanced?
      • How many database servers are used?
      • Is database servers are clustered? If yes then is it software or hardware Load Balanced?
    • What version of SQL Server is used in the SharePoint environment?
      • SQL Server 2000, SQL Server 2005, SQL Server 2005 Express, SQL Server 2008, SQL Server 2008 R2
      • 32-bit or 64-bit
    • If the department SharePoint environment uses MOSS 2007, please provide details about SSP, My sites, Profiles, Index, or Query servers, if applicable.
    • Is your SharePoint environment deployed on virtual servers? If yes, please provide details about virtualization technologies, host servers, virtual server details. Please provide the virtual infrastructure diagram, if available
    • Please provide details about your SharePoint hosting environment specific to Active Directory, Domain name, and Forest information.
    • Please provide the farm topology diagrams, if available – Physical Diagram and Logical Diagram
  • Analyze SharePoint 2007 Information Architecture
    • How many sites or site collections or web applications need to be migrated? Please provide the number of sites, URLs for each Site, and any DNS configurations used for each site.
    • Please document the current Site Navigation, Sub Site Structure, or Site Map structure as an outline or Visio format.
    • What is the current size of the SharePoint content databases? Please provide the name and size for each content database.
    • Is your current SharePoint environment using Search?  If yes, what kinds of search capabilities are used?
      • Out of box search capabilities or third-party tools
      • Sources used in search environment – SharePoint site, file shares, or any other Non-SharePoint environment
      • Search Index File Size
  • Analyze SharePoint 2007 Customizations
    • Have you customized the SharePoint 2007 environment using the SharePoint Designer?
    • Does your SharePoint environment have a customized look and feel – Master Pages, Page templates, Style Sheets, Themes, Custom site logos? If yes, please provide details?
    • Have you customized the SharePoint 2007 environment using custom code? Do you have custom code available? Have you deployed custom code using Solutions Packages and Features framework? Please provide us details.
    • Have you deployed Custom Site Definitions in SharePoint 2007 environment?
    • Does your SharePoint environment contain custom web parts or custom workflows or any custom components – Third party web parts, .NET custom components?  If yes, please provide details.
    • Have you installed “Fabulous 40 Application Templates” in your environment?
  • Analyze SharePoint 2007 Integration
    • Is your SharePoint environment integrated with Email?  If yes, is it integrated with SMTP or Exchange?
    • What version of Office is currently integrated with the SharePoint environment? Office 97, Office XP, Office 2000, Office 2003, Office 2007, or any other
    • Is your SharePoint environment integrated with Microsoft Outlook? If yes, what kinds of Outlook features are integrated with the SharePoint environment – e.g. Calendar, Task Lists, Contact Lists, and Alerts etc.?
    • Is the current SharePoint infrastructure integrated with InfoPath technologies?  If yes, what version is used – InfoPath 2007, InfoPath Form Services, or Office Form Server 2007?
    • Is the current SharePoint infrastructure integrated with SSRS? If yes, what version of SQL Server SSRS is used – SQL Server 2005 or SQL Server 2008?  How many reports are deployed in the current SSRS infrastructure (# of reports)?
    • Is the current SharePoint infrastructure integrated with Office Communication Server for online presence? If yes, what version of OCS is used – OCS 2007?
    • Is the current SharePoint environment integrated with Non-SharePoint systems to present information in SharePoint lists (e.g. Line of Business (LOB) Applications, Business Data Catalogs (BDC) components)?
  • Analyze SharePoint 2007 Backup and Restore Process
    • What are the RPO and RTO of the SharePoint Environment? Is this a Mission Critical System?
    • What kind of backup methodologies are used to backup SharePoint environment? Farm Level backup, Site Collection Backup, Data Protection Manager, or third-party/ISV tools? How often do you backup your SharePoint environment?
    • Have you ever restored the farm from the backups? Do you have formal recovery farm?
    • What kind of backup methodologies are used for Server backups? Are you backing up on Tapes? Do you move the tapes to another location?
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