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

What does this mean for eRoom and your eRoom deployment?

Does eRoom + CenterStage = MIGRATION?

What preparation is necessary?

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

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

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

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

Determine which eRooms will be kept, migrated, archived, deleted

Plan Deploy Migrate Manage High-Level eRoom Migration Approach

Plan

Deploy

Migrate

Manage

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

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

KEY CONSIDERATIONS FOR PLANNING Ensuring a Successful eRoom Migration

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

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

eRoom’s community membership model remains unique for now

eRoom communities will translate to discrete instances of a Documentum repository in CenterStage

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

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

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

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

Heterogeneous platform support

Choose from supported OS, database, and J2EE application server

High-availability: Hardware load balancing and software clustering

Multiple installation options

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)

DAS

NAS

SAN

Oracle

MS SQL

IBM DB2

Sybase

Windows

Mac

Blackberry

Others

Windows

Solaris

Linux

AIX

HP-UX

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.

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

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

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 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.

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

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.

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

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

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Why should you join?

Collaborate and share best practices

Shape the direction of future EMC products

Network with innovators across the globe, 24/7