SharePoint Upgrade O365 Upgrade Propositio A Summary May 2016

July 10, 2024

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O365 - Typical Needs and Benefits 3 Needs Benefits Enabling People-centric Collaboration Increased Business Involvement Usability (Responsive UI & lack of mobility App-centric experience; Mobile-friendly apps support) Showing personalized contents across various Search (accurate & relevant search results), sources (OneDrive, SharePoint, Exchange, CRM, “findability” Yammer etc.) Reduce Heavily customized environment Benefit of using MS Graph and Office Graph Reduce numerous duplicate or unused Usage of PowerApps to connect with any underlying applications source Movement towards cloud (Microsoft & market trend) and seamless integration across a hybrid approvals environment Consolidation and rationalization of applications Usage of MS Flow for quick document/content Anything to Anywhere - serve the portal to anywhere in the world with any network bandwidth On Premise To Reduce TCO; Pay as you go Confidential @HCLT. All Rights reserved

Our Solution Tenets 5 Minimum disruption to business Enhanced Collaboration Improve Find-ability Show personalized contents Replace Obsolete functions Adapt to Changing Business Needs Fix legacy issues Infra, Platform, Connectivity Communication Management Agile Based Delivery Capability based migration Approach Workforce Productivity & Transformati on Optimization with Reusability Key Tenet s Industrializa tion of Processes Future focused solutions On Premise Reduce cost to maintain existing systems Reduce heavily customized environment Reduce effort with plug n play components Technical - Manage CSOM API limitations Keep it simple approach Governance Movement towards cloud Mobility, Social Experience through Personas Analytics-driven decision making To Confidential @HCLT. All Rights reserved

Migration Program Management Framework Readiness Management TOM Change Change User Centric Design/Usability User Experience User User Tactical Communications/ Rollout Management Conflict Management Sponsorship Model Manageme Manageme ntnt Strategic 6 Evangelization Training Mobility Adoptio Adoptio nn Performance/ Accessibility Success Factor Definition Success Success Calibrati Calibrati on on Tactical calibration (e.g. Surveys, Polls etc.) Usage calibration (e.g. Usage Reports.) User Migration Information/App Architecture Technica l Excellen ce Technical Technical Migratio Migratio nn Reports Migration Performance Operational/ Technical On Premise Page Facelift/ Migration IT Governance (On-prem) Content Migration To Confidential @HCLT. All Rights reserved

Upgrade Life Cycle – Macro View 9 Discovery Deployment Communication Delta Migration Handover to Support Admin & Monitoring Adoption Kickoff Application Disposition & rationalization Pre Upgrade Analysis Planning Cutover & Steady State Testing approach Post Upgrade Activities Upgrade Implementati on Verification & Validation On Premise Upgrade Design Recommendation Upgrade Estimation Roadmap Finalization Detailed design Implementation of detailed Upgrade tasks and activities Managing configuration and customization Typical issues, checkpoints and troubleshooting To Confidential @HCLT. All Rights reserved

Upgrade Life Cycle – Lifecycle View 10 Details in Migration Execution slide Discovery Planning Pre-Migration Analysis & Mapping Migration Strategy & Phases Preparation Migration, & Re-Build Migratio n Remediatio n Verification & Validation Cutover & Steady State Site Verification 1. . n Delta Run Internal Testing Base Platform Setup, identify sites &customizations, business functions Environme nt Readiness Plan Execution HCL Reusable Assets 1. . n Customizatio n, Delta Sync, Downtime Management Continuous Improvement UAT Go-Live Reusable Assets created during Execution On Premise To Confidential @HCLT. All Rights reserved

Migration Execution Process 11 g Migration Steward Migration Team Provisioning Provisioning Information Information Architecture Architecture Provision Site on Target Provision Yammer Groups on Target Disable search at source Remediate meta-data issues on the target Remediation Team g Testing Team Post Post Migration Migration Migration Migration Migrate Lists & Items Carry out Incremental Migration as needed Migrate/ Configure Pages/Navigati on/Web Parts On Premise Validate & remediate site titles Configure Search Add members to Yammer groups Governance Governance Cross-check migrated sites Define policies including Site Usage Policy, Information Management Policy, Security Policy, customization policy etc. To Confidential @HCLT. All Rights reserved

Migration Testing Process 12 Validation Report Tool Data Mismatch – List/Libraries, Item Count, views & Permissions Site’s Components Comparison Content Types & their association with Document Libraries InfoPath Forms & associated data List/Libraries Workflows (SPD, VSD & PSD) Web Parts (OOTB & custom) Site Comparison Sites & Site Collections Root & Sub sites Pages – Home Page & Page Libraries Links in all Pages & their associations PowerShell Scripts QI Point Tool Generate reports of checked-out files & in-progress workflows Test broken links Migration Tool Tested For Migration & fixing of issues reported using tool/scripts Custom scripts for additional insight of permissions & SP elements On Premise To Hyper-care Confidential @HCLT. All Rights reserved

Migration Lifecycle – How HCL will Limit Disruption Discovery - Map typical pains during discovery - Deep discovery with custom tools - Minimal interactions with business Planning - Leverage learning from experience – less transactions on design - Optimized implementation planning with end-to-end sprints Migration, & Re-Build Verification & Validation - Address known challenges on customization migration - Address business concerns on delta sync and experience - Draw on HCL’s expertise on migration remediation – known issues and fixes - Use our custom tools and scripts for permission and user management – less interaction with site owners On Premise 13 Cutover & Steady State To Confidential @HCLT. All Rights reserved

HCL Differentiators 15 Technology & Operational Differentiators Reusable Reusable Assets Assets End-to-end End-to-end Reference Reference Architectur Architectur e e Change Change & & Program Program Manageme Manageme nt nt Catalogue Catalogue based based offering offering based based on on initial initial inputs inputs Focus Focus on on Usability Usability driven driven by by Persona Persona ML based assessment and what-if analysis of cost, migration wave plan Governan Governan ce ce Framewor Framewor k k On Premise Core-Flexi Core-Flexi Resourcing Resourcing model model Minimal Minimal Business Business Disruption Disruption through through DevOps DevOps & & Agile Agile Strategic & Process Differentiator s Proactive Proactive Issue Issue Identificati Identificati on on Business Business Architectu Architectu re re driven driven solution solution based based on on Capability Capability To Confidential @HCLT. All Rights reserved

Strategic Differentiator oadmap Generation, ROI Calculation and Maturity Calculation HCL uses an automated Blueprint and Roadmap Generator tool – an HCL IP based on dependencies, feasibility, business demand, investment appetite and priority. HCL owns a Cost-Benefit Analysis and ROI calculation tool that customers use to plan for investments and keep track of returns on investments at predefined intervals. This is useful to report benefits of the program to the CIO 16 HCL’s governance solution includes a SharePoint Platform Maturity Modeler which can assess SP maturity with respect to collaboration and other functionalities. Responses to focused questions help this modeler to assess the Platform maturity of any enterprise and position it in a 8-stage maturity model. HCL’s CAF (Collaboration Adoption Framework) can be used to create the roadmap to help organizations move up the value chain. On Premise To Confidential @HCLT. All Rights reserved

Strategic Differentiator – MS Relationship 17 GTM Partnership End to End Services includes implementations, rollouts, upgrades and migration covering OS and Office, SharePoint, Dynamics CRM & AX, Azure, Office 365 Vertical solutions across Banking, Insurance, Healthcare – Payer – FinEdge Suite , Retail, Manufacturing Horizontal Solutions across Share Point, Win 7 migrations TAP Partner in key areas PEAT Support in Proposals & Projects OEM Partnership Preferred Partner HCL Group is one of the largest OEM Partner of Microsoft R&D Partnership across products in the MS Stack Services to MSIT across Infrastructure, CRM and other key applications HCL is a key EA customer of Microsoft HCL Training Academy enables internal training and certifications across the Microsoft stack HCL Internal Productivity Platform, Collaboration and Wiki Portal run on Microsoft technologies Part of SharePoint Partner Advisory council (PAC) One of the 28 Global alliances managed by global alliance group of MS One among six managed Global System Integrators for MS Dynamics Business Partnership in areas such as Dynamics CRM, SharePoint and Win7, Azure across geographies Structured training. Over 12000 Microsoft professionals at HCL IPs & Frameworks Customer Experience Management Solutions – FinEdge CRM for Retail Banking, Insurance and Payer GamEdge – CRM for Gaming Industry developed over Dynamics CRM UCM tool for content migration from one platform to another platform Xpress Migrate frameworks for migrations to Win7 Dot Net based solution for Loan Origination. Azure based solutions On Premise To Confidential @HCLT. All Rights reserved

Strategic Differentiator DAT – What-if Analysis 21 Wave based What-if analysis The sample screenshot depicts the As-is TCO and To-be TCO (on cloud) when Wave 1 and Wave 2 applications are migrated to cloud. Cost based What-if analysis The sample screenshot depicts the As-is TCO and To-be TCO (on cloud) if the available budget for migration is 50% of annual maintenance costs of the application portfolio. HCL’s Proven and Standardized Assessment Tool – analysis of portfolio, migration recommendations and data driven business case creation On Premise To Confidential @HCLT. All Rights reserved

Strategic Differentiator - Core-Flexi Resourcing Model 22 Customer Communica tionTeam HCL AMS Team (L1 to L4) Co re - Flexi Customer Business COE Core Fle xi M od HCL Dev Team (Flexi) HCL SharePoi nt COE Technical Leads Base Developers Techno Functional Architects Technical Leads TechnoFunctional el Customer IT Industry Best practice Core COE Manager Tools/ Framewo rk Architect Developer s Microsoft Support Thought Leadersh ip Technology Partners and Tool Vendors Best Practice Guidelines, Knowledge base, Processes, Templates and Checklist On Premise To Confidential @HCLT. All Rights reserved

Core-Flexi typical Team composition 23 1 Change Manager Change Mgmt. Team Project Mgmt. Team Core Team 1 Program Manager 1 SharePoint Architect 1 Business Analyst 1 Comm.s Manager 1 Scrum Master Shared 1 Migration Consultant/Developer 1 Migration/Development Tester 1 UI/UX Developer Flexi Team 1 Migration/Development Lead Migration Team Migration Team 1 Migration/Development Lead 1 Migration Consultant/ Developer 1 Migration/ Development Tester 1 UI/UX Developer *Core team is fixed for the entire program On Premise To Confidential @HCLT. All Rights reserved

Operational Differentiator - Capability Driven Migration 25 Stageby bystage stageexecution execution Stage Eachcapability capabilitygetting getting Each matured by end ofeach eachstage stage matured by end of Multiplesprints sprintswill willbe beexecuted executed Multiple with each sprint focusing onaa with each sprint focusing on specificcore/ core/business businesscapability. capability. specific Epicsand andstories storiescreated createdinineach each Epics stagefor foreach eachcapability capability–– stage validated with business withinthe the validated with business within releasecycle cycleof ofthat thatstage stage release 30-40%of ofapps appstransformed transformedfrom from 30-40% sourceto totarget targetat atstage stage22 source (with lot of common features) (with lot of common features) 85-90%of ofsource sourceapplications applications 85-90% transformedto totarget targetat atend endof of transformed stage33 stage On Premise To Only15-20% 15-20%left leftfor forstage stage44 - Only individual appl. specific (critical individual appl. specific (critical applicationsonly) only)capabilities capabilitiesare are applications developed developed Confidential @HCLT. All Rights reserved

Technology Differentiator – Reusable Assets 27 O365 Compatibility Checker CAFPoint Upgrade Estimator 1-Click Estimator Detailed Estimation Tool Pre-upgrade Analyzer Reads source SharePoint Environment Exports Schema in XML Import Schema in PUA Analyses schema Reporting Reads current source code Reports code snippets not compatible with O365 Application Disposition Tool (ADT) Owner Identification Application Decommission WF Application Archival WF Application Migration WF Core Upgrade Execution Tool Upgrade through High Sped Migration API 3rd Party Tool based Upgrade OOB default MS recommendation based Upgrade mechanism Web Content Migrator Migrate from published web content Web content migrated to target SharePoint site as web pages On Premise Automated Deployment Tool Pre-defined deployment steps Pre-defined deployment scripts Workforce Networking CAF Upgrade Test Factory Pre-defined test scenario Pre-defined test cases Pre-defined test strategy Pre-defined test methodology Shows O365 Delve personalized data Consumes Office Graph / MS Graph REST API 40 More To Confidential @HCLT. All Rights reserved

Lessons Learnt – Discovery Phase 28 Identification of SPD created pages at the root of site. Issues Discovery of volume & complexity of JavaScript references on pages Discovery complexity of pages & JavaScripts Our Solution A Set of PowerShell scripts to identify all types of objects from source MOSS2007 & SP2010 farm. Quality of customizations and complexity of customizations cannot be discovered. Lessons Learnt Better to de-scope all 3rd party and custom solutions and migrate collaboration sites & contents. Treat highly custom sites separately outside the main scope. Analyze & estimate them case to case basis and migrate them separately. Implement Disposition process at the beginning. Make a strategy so that once de-scoped never revert the decision. On Premise To Confidential @HCLT. All Rights reserved

Lessons Learnt – Migration Phase Migration of SPD created pages at the root of site Migration of SPD customized pages Migration of List Items using high-speed approach. Migration of Library Documents using high-speed approach. Migration of items having null value in mandatory columns. Handling of documents at target that are in error and remained checked out at target. Migration of Items having MMD column pointing to a Term Set that does not exist at target (Term Set is decommissioned at target) Migrated data should not appear in Search until Go Live declared. Task List and Workflow history is not migrated. Issues Our Solution Lessons Learnt 29 Identify checked out documents checked out by migration account and delete them Fix Missing MMD Term Set. Disable / Enable search at target site & sub site appropriately during migration phase Deploy Page Layout to multiple site collections. Add Site Collection Administrators to target site. PowerShell to Create Metalogix jobs Migration speed degrades if List / Library has many level nested folders and many folders. Migration Speed degrades if no. of columns increases in Lists/Libraries. Migration Speed degrades if no. of version to be migrated is high. Do not migrate List Items using High speed mode. Retain List Item IDs at target. If one/more list item fails to migrate, migrate entire list from scratch. Run Incremental using non-high-speed approach. Keep 1 migration account (separate from individual user account) for 2 migration VMs. Plan sites/site collections having large lists at the beginning. Create a proper view at target list if contains more than 5000 items at source. On Premise To Confidential @HCLT. All Rights reserved

Lessons Learnt – Verification Phase 30 Verification of Pages are manual. Verification of quality check is manual. Issues Some AD Groups which are not synced in target Azure AD; they will not be migrated. They are reported as not migrated during verification. We cannot integrate verification process with Azure AD. We need to manually verify and it is time taking. List/library level verification is at count level. Verification of Workflow functionality - as it might trigger email to end users. Our Solution Lessons Learnt A Set of PowerShell scripts to check migrated structure A Set of PowerShell scripts to verify list/library count and migrated permission Ensure before starting verification that source and target AD is in sync. On Premise To Confidential @HCLT. All Rights reserved

Lessons Learnt – Remediation Phase 31 Html files do not open in browser Issues Remediation of SPD created pages at the root of site leads to recreation of those pages. Remediation of JavaScripts embedded with content editor Web Part might be a challenge. Remediation of XsltListView Web Part is a challenge. Identify Html and Htm files at target document libraries. Our Solution Rename Html and Htm files at target document libraries to Aspx. Set Title from source site to target site. Create Yammer Group in bulk. Add members to Yammer Group in bulk Lessons Learnt Remediation takes time based on the following objects and not based on data volume. a. No. of site collections b. No. of sites & sub sites c. No. of lists & libraries d. No. of pages e. No. of SP groups f. No. of site permissions Try to simplify functionality at target by implementing OOTB solutions. If required quickly develop some Apps On Premise To Confidential @HCLT. All Rights reserved

Metalogix vs ShareGate 32 # Area Metalogix Content Matrix ShareGate 1 Migrate from Content DB to SPO Supports but has issues. It did not work for P&G Content DB. Not Supported 2 Migration of Lists having Lookup Columns Handles dependencies for all lookup columns and migrates source list first and migrates lists having lookup columns at last. Does not handle automatically. We need to manually migrate dependant lists first then migrate lists having lookup columns. 3 Migration of Views & Forms It can be migrated as granular Either both or none can be migrated. 4 Incremental Migration for Lists Has issues. Checks Item ID for finding Delta Has issues. Checks Item Title for finding Delta 5 Migrate using filter condition Fully supports Has limitation for complex conditions 6 Distributed Factory Migration Fully Supported. Easy to monitor and control from One Machine (Controller). Well structure and well architected. Need to be developed as PowerShell JOB and to be scheduled in many machines using Windows Scheduler. Need to perform activity in all migration machines. 7 Migration of Quick Launch Fully Supported. Has issues and limitations. 8 SPD Workflow Migration Fully Supported. Fully Supported. 9 Nintex Workflow Migration Fully Supported. Fully Supported. Migration of Master page/page layout Cannot migrate Cannot migrate 10 On Premise To Confidential @HCLT. All Rights reserved

Case Study 1: Resources & Energy Major, Australia Customer Profile The Client delivers projects, provides expertise in engineering, procurement and construction and offers a wide range of consulting and advisory services. the company covers the full lifecycle, from creating new assets to sustaining and enhancing operating assets, in the hydrocarbons, mineral, metals, chemicals and infrastructure sectors. Project Descripti on HCL’s Solution 34 SharePoint migration using MetaVis, which is a third party tool and automation scripts for reduction in migration time MetaVis based Content Migration Project from MOSS 2007/ SP 2010 environment to SharePoint 2013/Office 365 environment Maintain site lists where we get the information of source sites as well as the target site location Requirement analysis, developing Use Cases and Knowledge transfer Migrating sites using third Party MetaVis Tool Developing scripts to avoid manual efforts for SharePoint 2007/2013/O365 Research and Development activities in some complex migration scenarios Migrating Custom workflows, Out of the box Workflows, third Party solution (e.g.KwizCom) Providing alternative solutions for the functionalities which are available in MOSS but not available in O365/SharePoint 2013 On-Premise DataView WebParts migration challenges. Re-migrate the site again on SharePoint 2013 On-premise as the functionalities required by business is not available in O365 Domain Energy & Utilities Business Area Migration GEO APAC Challenge s SharePoint Generation Upgrade from MOSS 2007/SP 2010 to SP 2013/O365 Benefits / Value Added Developed some scripts which is reducing Migration time Good Work appreciation mail from the Client So far, no escalation in this project On Premise To Confidential @HCLT. All Rights reserved

Case Study 2: Manufacturing Major, USA 35 Customer Profile The Client is an American multinational conglomerate that produces a variety of commercial and consumer products, engineering services and aerospace systems for a wide variety of customers, from private consumers to major corporations and governments. Domain Hi-Tech & Manufacturing Project Descripti on HCL’s Solution Migration Strategy helped direct upgrade from MOSS 2007 to SP 2013 Reduced server side foot print to 30 percent and helping stability Azure Infra usage removed the hosting and operational expenditure by 60% Enhanced branding and user experience added values to the users Reduced dependencies on 3rd party component thereby saving licensing cost Reduced maintenance cost by 50 % due to new cloud app model re-engineering GEO Upgrade from MOSS 2007 to SP 2013/O365 Migration SharePoint Generation Business Area USA Migration of Legacy MOSS 2007 sites and custom applications to Azure Infrastructure (IaaS) Software up gradation to SharePoint 2013 which will consolidate various custom .NET IIS & Java application and web services under the umbrella of SharePoint farm and scope Re-engineering the sites which were dependent on Excel Macro sheets for data manipulation and synchronization One hop migration of data from MOSS 2007 to SP 2013 using tool called Metalogix Content Matrix Moving the infra to Cloud from On premise to scale on demand with 64 bit in contrast to existing 32 bit Using 3rd party Encryption Tools to encrypt data moved to Cloud AS-IS Assessment of Custom component including web parts, web services and re-engineering to Cloud App Model Proof of concept related to performance, utility of the migration tool, encryption option and Legacy, unmanaged custom application impacting the performance and delivery of the change cloud setup requests Migration of InfoPath form as Microsoft not supporting in future Instability of the farm due to unreliable server object model codes Performance of the sites and custom applications due to existing 32 bit on premise infrastructure Security of intellectual data storage in target Cloud set-up Challenge s Benefits / Value Added On Premise To Confidential @HCLT. All Rights reserved

Case Study 3: Telecom Major, Europe 36 Customer Profile The Client is a leader in the fields of network infrastructure, locationbased technologies and advanced technologies. Domain Project Descripti on Business Area GEO Europe SharePoint Generation Telecom Upgrade HCL’s Solution SharePoint 2013 Challenge s Benefits / Value Added Assessment of current state environment of SharePoint , formulation of requirement and establishment of roadmap for O 365, SharePoint 2013 upgrade Roadmap includes to upgrade 9000 sites including intranet, publishing, extranet, my sites and custom applications and 3 TB of content Enable better user experience & improved usability High level assessment of all custom components owned and maintained by the SharePoint platform team Recommendation for simplification of customization and applicability of new features available in SP 2013 Identification & Implementation of Proof of concept (POC) related to SharePoint 2013 upgrade Solution framework designed to categorize custom applications into multiple baskets like candidates for decommission , simplification, to remain as is and those needs to be redesigned using CSOM The as is SharePoint environment was not scalable at an enterprise level with poor user adoption and overall customer experience Lot of complex custom applications were to be replaced using the out of the box capability of SP 2013 The complete intranet portal was reinvented to make it more social with rich activity stream and focus on moving from pushing content to co-creating content resulting in increase in user adoption Enhanced search with an enterprise wide search capability Leveraging the cloud app model to reduce the server side customization footprint bringing reduction of 70-80% to maintenance cost and code by 10-15% Provision of device and platform independent solution with HTML 5 and CSS 3 Integration with Yammer to provide rich social capability On Premise To Confidential @HCLT. All Rights reserved

July 10, 2024

17 Less than a minute

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