Make Your Move Transitioning Easily From E Room To Center Stage

Make Your Move: Transitioning Easily from eRoom to CenterStage

Taking CenterStage
What does this mean for eRoom and your eRoom deployment?
Does eRoom + CenterStage = MIGRATION?
What preparation is necessary?
The Next Generation of eRoom Has Arrived! Understand the differences between eRoom and CenterStage, and plan ahead for a successful move

Today’s Agenda
Building the eRoom Migration Business Case
eRoom Migration Approach & Strategy
Key Considerations for Migration Planning
Performing the Migration

The Road to CenterStage
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
What does it mean for eRoom? EMC is committed to the ongoing success of its eRoom customers

The eRoom Migration Business Case Top 10 Reasons for Upgrading to CenterStage Pro 10 9 8 7 6 5 4 3 2 1 Free upgrade for eRoom customers current on maintenance Free eRoom content migration tool from Crown Partners Modern web services and AJAX architecture for extensibility Heterogeneous OS, database, application server support Enterprise-class, globally scalable, multi-tiered architecture Proven compliance & control to meet GRC requirements eRoom-like ease-of-use & business-configured user experience Reduced TCO through Documentum ECM platform Global communities foster freeform, organization-wide conversations Unmatched extended-enterprise productivity and agility

Understand Your Migration Options
Determine which eRooms will be kept, migrated, archived, deleted
Not all eRooms are created equal CenterStage Pro Site eRoom Site CenterStage Pro Site CenterStage Pro Site eRoom Site eRoom Site Scenario 1: Migrate all rooms Scenario 2: Migrate select rooms Scenario 3: No migration Federated Search Federated Search

Plan
Deploy
Migrate
Manage
High-Level eRoom Migration Approach

Detailed eRoom Migration Strategy Migrate Manage Plan Business eRoom / CenterStage Infra- structure Operations
Use case prioritization
Migration planning
Training planning
Use case mapping
Data migration pilot
Governance policies
Customization review
Deployment sizing
System specification
Security architecture
Integration planning
Best practices / Governance planning
Disaster recovery plan
Training planning
CenterStage policies & procedures
CenterStage configuration
Business process development
Template creation
CenterStage deployment
Security model implementation
Enterprise integration
Policies & procedures
Help desk processes
Knowledge base creation
Migration plan validation
Migration results validation
Keep-Migrate-Archive-Discard planning
Migration mapping
Content migration
Migration platform setup
Migration support
On-going CenterStage use case review & implementation
eRoom retirement
Enterprise-wide integration
Solutions mapping
Server consolidation
Infrastructure & application maintenance
eRoom retirement
Deploy

KEY CONSIDERATIONS FOR PLANNING
Ensuring a Successful eRoom Migration

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

CenterStage Feature Roadmap Committed Projected Subject to change. For planning purposes only.     Data tables and Adhoc Tasks 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     Enterprise Data Tables     Team Calendar     Surveys and Polling     Presence and IM     Real Time     Recycle Bin     Inbox / Email into workspace     Project Plan    

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 C2 C3 eRoom Site Membership Documentum Content Server LDAP LDAP LDAP LDAP LDAP

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 UI Framework & Implementation Interfaces Business Logic Server-side Client-side ASP 2.0 Ext JS VBScript, ASP Javascript, XML SAAPI, XML DFS, application web services Native BOF, TBO, Aspects

Step 3: Complete a Migration Pilot Evaluate the migration process and outcome Map eRoom content & behavior to CenterStage Identify eRooms Review results Perform test migration 1 2 3 4

Mapping eRoom Content to CenterStage Pro With CenterStage 1.0 With CenterStage 1.1 Spaces Rooms Folders Folders Custom folder object Notes Discussion forums / Comments Discussions / Comments Shortcuts Links Files with attributes File content Future Release Databases Create new templates Room templates Future Release Calendars Future Release Project Plans New permission levels Permissions Future Release Inboxes Future Release Polls Keep same LDAP groups Groups Keep same LDAP connection Membership CenterStage eRoom Source

Step 4: Define a Governance Plan Align business and operational processes – What, Who, How Line of Business Organization IT Membership Space lifecycle Global access Security Reporting De-duplication Retention Archival Storage Backup High-availability Disaster recovery Training Support Space lifecycle Content policy Versioning policy Templates Space home page Membership Groups / roles Access control Training Community Training

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

Step 5: Plan the CenterStage Deployment
Heterogeneous platform support
Choose from supported OS, database, and J2EE application server
High-availability: Hardware load balancing and software clustering
Multiple installation options
CenterStage offers new deployment options to consider Single-Server Departmental Multi-Server Enterprise

CenterStage High-Level Architecture Storage Content Server CenterStage Application Relational Database Server File Server J2EE Application Server
DAS
NAS
SAN
Oracle
MS SQL
IBM DB2
Sybase
* Not intended to represent all supported configurations
Windows
Mac
Blackberry
Others
Index Server Thumbnail Generator Content Intelligence Services (CIS) Web Services Clients
Windows
Solaris
Linux
AIX
HP-UX
Federated Search Services (FS2)

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.

PERFORMING YOUR MIGRATION
Ensuring a Successful eRoom Migration

A Standard Conversion Model is Your Roadmap for Success Content Server CenterStage eRoom RedCarpet or Buldoser Center eRoom eRoom eRoom Standard Conversion Model
Technical Environments
Conversion Software
Steps

Qualified Technical Environments: Sources
Conversion from selected sources is covered in the standard conversion model:
Other sources are not covered in the standard conversion model. A modified model is required to address other sources.
eRoom eRoom Enterprise Version 7.3 Yes Yes Version 7.4 Yes Yes

Conversion to selected targets is covered in the standard conversion model:
Other targets are not covered in the standard conversion model. A modified model is required to address other targets.
Qualified Technical Environments: Targets CenterStage Essentials CenterStage Pro Version 1.0 Yes Yes Version 1.1 Yes Yes Version 1.5 Yes Yes Version D7 Yes Yes

RedCarpet Provides Base Features, Buldoser Center Provides More

Select the ETL Product for Your Needs
RedCarpet is Recommended for…
Smaller conversions
Direct conversion and mapping without transformation
Conversion from eRoom and eRoom Enterprise (7.3 & 7.4)
Conversion to CenterStage 1.0, 1.1, 1.5 , D7
Buldoser Center is Recommended for…
Larger conversions
Conversion with transformation or custom mapping
Conversion from eRoom and eRoom Enterprise (7.3 & 7.4) and other environments
Conversion to CenterStage 1.0, 1.1, 1.5 , D7 AND Content Server AND Documentum Archive
Free (No cost) licensing
Supplementary support services available via Developer Support
Cost-per-target-repository licensing
Maintenance and support contract

Relative Timing of CenterStage, RedCarpet, and Buldoser Center Releases Each of the CenterStage releases will be followed by a corresponding RedCarpet and/or Buldoser Center release Subject to Change 2H 2008 In order to encourage conversion to CenterStage, EMC and Crown Partners have organized a beta program for both CenterStage and RedCarpet Q2 2009 Q3 2009 Q4 2009 1H 2010

RedCarpet & Buldoser Center Provide Support to Match CenterStage

Why should you join?
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Shape the direction of future EMC products
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Get Involved with EMC CMA Communities 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

Make Your Move Transitioning Easily From E Room To Center Stage

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