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Make Your Move:                              Transitioning Easily from                              eRoom to CenterStage© ...
Taking CenterStage                    The Next Generation of eRoom Has Arrived!          What does this mean for eRoom and...
Today’s Agenda    Building the eRoom Migration Business Case    eRoom Migration Approach & Strategy    Key Considerations ...
The Road to CenterStageWhat does it mean for eRoom?    eRoom will be supported for many years    to come    Semi-annual eR...
The eRoom Migration Business CaseTop 10 Reasons for Upgrading to CenterStage Pro   10             Free upgrade for eRoom c...
Understand Your Migration OptionsNot all eRooms are created equal    Determine which eRooms will be kept, migrated, archiv...
High-Level eRoom Migration Approach                                                         1. Plan                       ...
Detailed eRoom Migration Strategy                                       Plan                       Deploy                 ...
Ensuring a Successful eRoom Migration       KEY CONSIDERATIONS       FOR PLANNING© Copyright 2009 EMC Corporation. All rig...
Step 1: Understand Your eRoom Use Cases    Identify how eRoom is used today         – Perform an inventory of how business...
CenterStage Feature Roadmap                            Team Productivity                        CS Pro 1.0       CS Pro 1....
eRoom Communities Become Repository    Instances    eRoom’s community membership model remains unique for now    eRoom com...
Step 2: Review Your eRoom Customizations    Complete a customization inventory    Determine which customizations are still...
Step 3: Complete a Migration PilotEvaluate the migration process and outcome     Review results                           ...
Mapping eRoom Content to CenterStage Pro                                     eRoom Source                  CenterStage    ...
Step 4: Define a Governance PlanAlign business and operational processes – What, Who, How        Line of Business         ...
Step 4: Define a Governance Plan (cont.)    CenterStage offers more comprehensive support for GRC requirements    than eRo...
Step 5: Plan the CenterStage DeploymentCenterStage offers new deployment options to consider    Heterogeneous platform sup...
CenterStage High-Level Architecture                                           • Windows                   • Blackberry Cli...
Step 5: Plan the CenterStage Deployment (cont).    Size the CenterStage deployment based on projected usage         – Cent...
Ensuring a Successful eRoom Migration       PERFORMING YOUR       MIGRATION© Copyright 2009 EMC Corporation. All rights re...
A Standard Conversion Model is Your    Roadmap for Success                                                                ...
Qualified Technical Environments: Sources     Conversion from selected sources is covered in the standard     conversion m...
Qualified Technical Environments: Targets    Conversion to selected targets is covered in the    standard conversion model...
RedCarpet Provides Base Features,    Buldoser Center Provides More© Copyright 2009 EMC Corporation. All rights reserved.  ...
Select the ETL Product for Your NeedsRedCarpet is                                             Buldoser Center isRecommende...
Relative Timing of CenterStage, RedCarpet,      and Buldoser Center Releases            In order to encourage conversion t...
RedCarpet & Buldoser Center Provide    Support to Match CenterStage        eRoom                            Beta          ...
Get Involved with EMC CMA CommunitiesWhy should you join?    Collaborate and share best practices    Shape the direction o...
Make Your Move Transitioning Easily From E Room To Center Stage
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Make Your Move Transitioning Easily From E Room To Center Stage

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eRoom to Centerstage transition

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Transcript of "Make Your Move Transitioning Easily From E Room To Center Stage"

  1. 1. Make Your Move: Transitioning Easily from eRoom to CenterStage© Copyright 2009 EMC Corporation. All rights reserved. 1
  2. 2. Taking CenterStage The Next Generation of eRoom Has Arrived! What does this mean for eRoom and your eRoom deployment? Does eRoom + CenterStage = MIGRATION? What preparation is necessary? Understand the differences between eRoom and CenterStage, and plan ahead for a successful move© Copyright 2009 EMC Corporation. All rights reserved. 2
  3. 3. Today’s Agenda Building the eRoom Migration Business Case eRoom Migration Approach & Strategy Key Considerations for Migration Planning Performing the Migration© Copyright 2009 EMC Corporation. All rights reserved. 3
  4. 4. The Road to CenterStageWhat does it mean for eRoom? eRoom will be supported for many years to come Semi-annual eRoom maintenance releases will continue Customers can move to CenterStage at their own pace License upgrade and data migration path will allow customers to migrate from eRoom to CenterStage EMC is committed to the ongoing success of its eRoom customers© Copyright 2009 EMC Corporation. All rights reserved. 4
  5. 5. The eRoom Migration Business CaseTop 10 Reasons for Upgrading to CenterStage Pro 10 Free upgrade for eRoom customers current on maintenance 9 Free eRoom content migration tool from Crown Partners 8 Modern web services and AJAX architecture for extensibility 7 Heterogeneous OS, database, application server support 6 Enterprise-class, globally scalable, multi-tiered architecture 5 Proven compliance & control to meet GRC requirements 4 Reduced TCO through Documentum ECM platform 3 eRoom-like ease-of-use & business-configured user experience 2 Global communities foster freeform, organization-wide conversations 1 Unmatched extended-enterprise productivity and agility© Copyright 2009 EMC Corporation. All rights reserved. 5
  6. 6. Understand Your Migration OptionsNot all eRooms are created equal Determine which eRooms will be kept, migrated, archived, deleted Scenario 1: Scenario 2: Scenario 3: Migrate all rooms Migrate select rooms No migration eRoom Site eRoom Site eRoom Site Federated Federated Search Search CenterStage CenterStage CenterStage Pro Site Pro Site Pro Site© Copyright 2009 EMC Corporation. All rights reserved. 6
  7. 7. High-Level eRoom Migration Approach 1. Plan 2. Deploy 3. Migrate 4. Manage© Copyright 2009 EMC Corporation. All rights reserved. 7
  8. 8. Detailed eRoom Migration Strategy Plan Deploy Migrate Manage  On-going  Migration plan  Use case prioritization CenterStage use case  CenterStage policies validation Business  Migration planning & procedures review &  Migration results  Training planning implementation validation  eRoom retirement  Use case mapping  CenterStage  Keep-Migrate-Archive- configuration  Enterprise-wide eRoom /  Data migration pilot Discard planning  Business process integration  Governance policies  Migration mappingCenterStage development  Solutions mapping  Customization review  Content migration  Template creation  Deployment sizing  CenterStage deployment  Migration platform  Server consolidation Infra-  System specification  Security model setup structure  Security architecture  Integration planning implementation  Enterprise integration  Best practices /  Policies & procedures  Infrastructure & Governance planning  Help desk processes  Migration support applicationOperations  Disaster recovery plan  Knowledge base maintenance  Training planning creation  eRoom retirement © Copyright 2009 EMC Corporation. All rights reserved. 8
  9. 9. Ensuring a Successful eRoom Migration KEY CONSIDERATIONS FOR PLANNING© Copyright 2009 EMC Corporation. All rights reserved. 9
  10. 10. Step 1: Understand Your eRoom Use Cases Identify how eRoom is used today – Perform an inventory of how business users are employing eRoom  Internal/external collaboration space?  Project management room?  Substitute for a network drive? Select use cases that are candidates for migration to CenterStage – Ideal scenarios leverage governance / risk / compliance, Web 2.0, or global deployment benefits – Consider selecting use cases based on functional or geographic organization Map eRoom use cases to CenterStage – Assess feature set differences between eRoom and CenterStage – Enhance use cases to leverage new CenterStage features© Copyright 2009 EMC Corporation. All rights reserved. 10
  11. 11. CenterStage Feature Roadmap Team Productivity CS Pro 1.0 CS Pro 1.1 CS Pro 1.5 CS Pro D7 Team Workspaces     Packaged Templates     Contextual Discussions     Basic Content Services     Alerts     Content Preview     URL Links     Discussion Forums     Notes     Data tables and Adhoc Tasks     Enterprise Data Tables     Team Calendar     Surveys and Polling     Presence and IM     Real Time     Recycle Bin     Inbox / Email into workspace     Project Plan    © Copyright 2009 EMC Corporation. All rights reserved. Committed Projected Subject to change. For planning purposes only. 11
  12. 12. eRoom Communities Become Repository Instances eRoom’s community membership model remains unique for now eRoom communities will translate to discrete instances of a Documentum repository in CenterStage eRoom Communities CenterStage Repositories C1 LDAP LDAP LDAP C2 LDAP LDAP C3 eRoom Site Membership Documentum Content Server© Copyright 2009 EMC Corporation. All rights reserved. 12
  13. 13. Step 2: Review Your eRoom Customizations Complete a customization inventory Determine which customizations are still relevant in CenterStage – Certain eRoom customizations may no longer be necessary due to CenterStage or Documentum platform capabilities Specify a re-implementation plan for customizations – No migration path available for eRoom customizations eRoom CenterStage UI Rendering Server-side Client-side UI Framework & ASP 2.0 Ext JS Implementation VBScript, ASP Javascript, XML Interfaces SAAPI, XML DFS, application web services Business Logic Native BOF, TBO, Aspects© Copyright 2009 EMC Corporation. All rights reserved. 13
  14. 14. Step 3: Complete a Migration PilotEvaluate the migration process and outcome Review results Identify eRoomsPerform test migration Map eRoom content & behavior to CenterStage© Copyright 2009 EMC Corporation. All rights reserved. 14
  15. 15. Mapping eRoom Content to CenterStage Pro eRoom Source CenterStage Rooms Spaces Membership Keep same LDAP connection Groups Keep same LDAP groups Permissions New permission levels With Discussions / Comments Discussion forums / CommentsCenterStage Notes Custom folder object 1.0 File content Files with attributes Folders Folders Links Shortcuts Room templates Create new templates WithCenterStage Databases Future Release 1.1 Calendars Future Release Project Plans Future Release Polls Future Release Inboxes Future Release © Copyright 2009 EMC Corporation. All rights reserved. 15
  16. 16. Step 4: Define a Governance PlanAlign business and operational processes – What, Who, How Line of Business Organization IT Membership Space lifecycle Community Space lifecycle Content policy Training Global access Versioning policy Security Templates Reporting Space home page De-duplication Membership Retention Groups / roles Archival Access control Storage Training Backup High-availability Disaster recovery Training Support© Copyright 2009 EMC Corporation. All rights reserved. 16
  17. 17. Step 4: Define a Governance Plan (cont.) CenterStage offers more comprehensive support for GRC requirements than eRoom Gain familiarity with EMC offerings that can facilitate your governance efforts with CenterStage – Documentum Retention Policy Services – Documentum Content Storage Services – Documentum Reporting Services – EMC Avamar Data Deduplication – VMware Infrastructure & vSphere – RSA Access and Identity Management© Copyright 2009 EMC Corporation. All rights reserved. 17
  18. 18. Step 5: Plan the CenterStage DeploymentCenterStage offers new deployment options to consider Heterogeneous platform support – Choose from supported OS, database, and J2EE application server High-availability: Hardware load balancing and software clustering Multiple installation options Single-Server Departmental Multi-Server Enterprise© Copyright 2009 EMC Corporation. All rights reserved. 18
  19. 19. CenterStage High-Level Architecture • Windows • Blackberry Clients • Mac • OthersCenterStage J2EE ApplicationApplication ServerWeb Services Index Thumbnail Server Generator • Windows • Solaris Content • Linux Server • AIX Federated Content Search Intelligence • HP-UX Services (FS2) Services (CIS) • Oracle • DAS Relational • MS SQL • NAS FileStorage Server Database • IBM DB2 • SAN Server • Sybase© Copyright 2009 EMC Corporation. All rights reserved. * Not intended to represent all supported configurations 19
  20. 20. Step 5: Plan the CenterStage Deployment (cont). Size the CenterStage deployment based on projected usage – CenterStage System Sizing worksheet will be available with CenterStage 1.0 – Remember how eRoom communities translate to docbases Define server requirements based on sizing exercise – Leverage broader platform support with CenterStage as necessary Define CenterStage deployment / network architecture Define information security architecture – User management, role definition, internal / external access methodology, encryption, etc. Design integration with enterprise ecosystem – LDAP, Single Sign-on, enterprise search, other applications, disaster recovery, etc.© Copyright 2009 EMC Corporation. All rights reserved. 20
  21. 21. Ensuring a Successful eRoom Migration PERFORMING YOUR MIGRATION© Copyright 2009 EMC Corporation. All rights reserved. 21
  22. 22. A Standard Conversion Model is Your Roadmap for Success CenterStage eRoom RedCarpet eRoom or eRoom Content eRoom Buldoser Center Server Standard Conversion Model • Technical Environments • Conversion Software • Steps 22© Copyright 2009 EMC Corporation. All rights reserved. 22
  23. 23. Qualified Technical Environments: Sources Conversion from selected sources is covered in the standard conversion model: eRoom eRoom Enterprise Version 7.3 Yes Yes Version 7.4 Yes Yes Other sources are not covered in the standard conversion model. A modified model is required to address other sources.© Copyright 2009 EMC Corporation. All rights reserved. 23
  24. 24. Qualified Technical Environments: Targets Conversion to selected targets is covered in the standard conversion model: CenterStage CenterStage Pro Essentials Version 1.0 Yes Yes Version 1.1 Yes Yes Version 1.5 Yes Yes Version D7 Yes Yes Other targets are not covered in the standard conversion model. A modified model is required to address other targets.© Copyright 2009 EMC Corporation. All rights reserved. 24
  25. 25. RedCarpet Provides Base Features, Buldoser Center Provides More© Copyright 2009 EMC Corporation. All rights reserved. 25
  26. 26. Select the ETL Product for Your NeedsRedCarpet is Buldoser Center isRecommended for… Recommended for…• Smaller conversions • Larger conversions• Direct conversion and mapping • Conversion with transformation or without transformation custom mapping• Conversion from eRoom and eRoom • Conversion from eRoom and eRoom Enterprise (7.3 & 7.4) Enterprise (7.3 & 7.4) and other• Conversion to CenterStage 1.0, 1.1, environments 1.5 , D7 • Conversion to CenterStage 1.0, 1.1, 1.5 , D7 AND Content Server AND Documentum Archive• Free (No cost) licensing • Cost-per-target-repository licensing• Supplementary support services • Maintenance and support contract available via Developer Support© Copyright 2009 EMC Corporation. All rights reserved. 26
  27. 27. Relative Timing of CenterStage, RedCarpet, and Buldoser Center Releases In order to encourage conversion to CenterStage, EMC and Crown Partners have organized a beta program for both CenterStage and RedCarpet Center- Center- Center- Stage Stage Stage v1.0 Center- Center- Beta v1.0 (generally Stage Stage(Sep ‘08) (controlled) available) v1.1 v1.5 RedCarpet Buldoser RedCarpet/ RedCarpet / RedCarpet/ (Oct ‘08) Center Buldoser Buldoser Buldoser Buldoser Center Center Center Center (Dec ‘08) 2H 2008 Q2 2009 Q3 2009 Q4 2009 1H 2010 Each of the CenterStage releases will be followed by a corresponding RedCarpet and/or Buldoser Center release Subject to Change © Copyright 2009 EMC Corporation. All rights reserved. 27
  28. 28. RedCarpet & Buldoser Center Provide Support to Match CenterStage eRoom Beta V1.0 V1.1 V1.5 D7 Rooms Yes Yes Yes Yes Yes Membership Yes Yes Yes Yes Yes Permissions Yes Yes Yes Yes Yes Content Yes Yes Yes Yes Yes Folders Yes Yes Yes Yes Yes Discussions Yes Yes Yes Yes Yes Room Templates No Yes Yes Yes Yes Links No Yes Yes Yes Yes Notes No Yes Yes Yes Yes Data Tables No No Yes Yes Yes Calendars No No No Yes Yes Project plans No No No No Yes In-boxes No No No No Yes© Copyright 2009 EMC Corporation. All rights reserved. 28
  29. 29. Get Involved with EMC CMA CommunitiesWhy should you join? Collaborate and share best practices Shape the direction of future EMC products Network with innovators across the globe, 24/7 Join now by going to: community.EMC.com/go/Documentum community.EMC.com/go/SourceOne developer.EMC.com/Documentum developer.EMC.com/XMLtech community.EMC.com/community/labs/d65© Copyright 2009 EMC Corporation. All rights reserved. 29
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