Migration from SharePoint to Alfresco Migration Best Practices

Agenda Technology Services Group Overview Migration Overview Case Studies Orbitz Worldwide United Cerebral Palsy Web Content Migrations OpenMigrate Architecture Overview

Technology Services Group Overview

Migration Overview

Case Studies

Orbitz Worldwide

United Cerebral Palsy

Web Content Migrations

OpenMigrate Architecture Overview

TSG Background Consulting and Software Firm Founded in 1996 Based in Downtown Chicago Specialize in the implementation of ECM solutions and technologies Diverse Industry – Financial Services, Manufacturing, Insurance, Food & Beverage, Travel, Associations, Pharmaceutical Alfresco Gold Partner since early 2006. Document Management Web Content Management

Consulting and Software Firm

Founded in 1996

Based in Downtown Chicago

Specialize in the implementation of ECM solutions and technologies

Diverse Industry – Financial Services, Manufacturing, Insurance, Food & Beverage, Travel, Associations, Pharmaceutical

Alfresco Gold Partner since early 2006.

Document Management

Web Content Management

Agenda Technology Services Group Overview Migration Overview Case Studies Orbitz Worldwide United Cerebral Palsy Web Content Migrations OpenMigrate Architecture Overview

Technology Services Group Overview

Migration Overview

Case Studies

Orbitz Worldwide

United Cerebral Palsy

Web Content Migrations

OpenMigrate Architecture Overview

Migration Overview Reasons for Migrations Switching vendors New platform infrastructure Mergers, acquisitions, demergers Consolidation Bulk processing (scanning physical content) Migration Frequency One time activity Repeatable process Every Migration is Different

Reasons for Migrations

Switching vendors

New platform infrastructure

Mergers, acquisitions, demergers

Consolidation

Bulk processing (scanning physical content)

Migration Frequency

One time activity

Repeatable process

Every Migration is Different

Migration Challenges Ensure specific business rules are applied to the migrated data Migrate documents from different data sources Reduce complexity and support expense by having a common tool for each data source Minimize time and management effort to set up large migrations Decrease time to migrate documents Track migration progress (including audit) Reduce effort involved in recovering from failed migrations

Ensure specific business rules are applied to the migrated data

Migrate documents from different data sources

Reduce complexity and support expense by having a common tool for each data source

Minimize time and management effort to set up large migrations

Decrease time to migrate documents

Track migration progress (including audit)

Reduce effort involved in recovering from failed migrations

Introducing OpenMigrate An open source framework made up of highly configurable and extensible migration components A proven methodology developed to assist our clients in the migration of their content between content locations

An open source framework made up of highly configurable and extensible migration components

A proven methodology developed to assist our clients in the migration of their content between content locations

Flexible Framework

OpenMigrate Architecture Open Source Framework Configuration High Volume Capable Platform Agnostic Source/Target/OS/Database independent This architecture reduces code and improves application quality, flexibility, testability and scalability

Open Source Framework

Configuration

High Volume Capable

Platform Agnostic

Source/Target/OS/Database independent

This architecture reduces code and improves application quality, flexibility, testability and scalability

Agenda Technology Services Group Overview Migration Overview Case Studies Orbitz Worldwide United Cerebral Palsy Web Content Migrations OpenMigrate Architecture Overview

Technology Services Group Overview

Migration Overview

Case Studies

Orbitz Worldwide

United Cerebral Palsy

Web Content Migrations

OpenMigrate Architecture Overview

Orbitz Worldwide Case Study Orbitz Worldwide is a leading global online travel company allowing customers to plan and book a broad range of travel products. Consumer brands include Orbitz , CheapTickets , ebookers , HotelClub , RatesToGo , the AwayNetwork , Asia hotels , and Orbitz for Business .

Orbitz Worldwide is a leading global online travel company allowing customers to plan and book a broad range of travel products.

Consumer brands include Orbitz , CheapTickets , ebookers , HotelClub , RatesToGo , the AwayNetwork , Asia hotels , and Orbitz for Business .

Orbitz Worldwide Case Study The Setup

Orbitz Worldwide Case Study Business Concerns Define migration plan before cut-off date How to migrate content? Who owns the content? What needs to be migrated? Maintain business continuity Minimize downtime during migration Provide effective document management solution Train users

Define migration plan before cut-off date

How to migrate content?

Who owns the content?

What needs to be migrated?

Maintain business continuity

Minimize downtime during migration

Provide effective document management solution

Train users

Orbitz Worldwide Case Study Technical Concerns Source Interface with SharePoint Content clean-up Large amount of data (approx. 700 sites/subsites) Content Migration Rules Versions Attributes Security Folders

Source

Interface with SharePoint

Content clean-up

Large amount of data (approx. 700 sites/subsites)

Content Migration Rules

Versions

Attributes

Security

Folders

Orbitz Worldwide Case Study Before the Migration

Orbitz Worldwide Case Study The Migration Using OpenMigrate Core Framework Database Adapter for Source SharePoint Database schema Alfresco Adapter for Target

Using OpenMigrate

Core Framework

Database Adapter for Source

SharePoint Database schema

Alfresco Adapter for Target

Orbitz Worldwide Case Study The Source

Orbitz Worldwide Case Study The Target Alfresco adapter Webscripts to interface with Alfresco Target calls the webscripts Features Create spaces (when needed) Set object and aspects Set content Set metadata

Alfresco adapter

Webscripts to interface with Alfresco

Target calls the webscripts

Features

Create spaces (when needed)

Set object and aspects

Set content

Set metadata

Orbitz Worldwide Case Study The Target

United Cerebral Palsy Study United Cerebral Palsy (UCP) is the leading source of information on cerebral palsy and an advocate for the rights of persons with any disability. The mission of United Cerebral Palsy is to advance the independence, productivity, and full citizenship of people with disabilities through an affiliate network.

United Cerebral Palsy (UCP) is the leading source of information on cerebral palsy and an advocate for the rights of persons with any disability.

The mission of United Cerebral Palsy is to advance the independence, productivity, and full citizenship of people with disabilities through an affiliate network.

UCP Case Study Project to distribute digital copies of books to disabled school children Different format (audio, pdf, auto-readers) Collaboration among school districts to share learning material Live since September 2007 First system in nation to provide this service

Project to distribute digital copies of books to disabled school children

Different format (audio, pdf, auto-readers)

Collaboration among school districts to share learning material

Live since September 2007

First system in nation to provide this service

UCP Case Study The Application Search and Retrieval Application Allows administrators to upload content .NET code base using Service Oriented Architecture (SOA) to retrieve from Repository

Search and Retrieval Application

Allows administrators to upload content

.NET code base using Service Oriented Architecture (SOA) to retrieve from Repository

UCP Case Study The Setup

UCP Case Study Technical Concerns Source Understand the source structure Access to the metadata and files Application is abstracted from content Content Migration Rules Attribute Mapping Maintaining relationships

Source

Understand the source structure

Access to the metadata and files

Application is abstracted from content

Content Migration Rules

Attribute Mapping

Maintaining relationships

UCP Case Study The Source

UCP Case Study The Target First migrate all “book” objects as spaces Set object type Set metadata fields Migrate chapters Map the file location based on relationship Set object type Set metadata Set the content

First migrate all “book” objects as spaces

Set object type

Set metadata fields

Migrate chapters

Map the file location based on relationship

Set object type

Set metadata

Set the content

Web Content Migrations Business Concerns Content stored in a combination of databases and HTML files Hard to maintain Format is inconsistent No approval process Pages are static Typically part of a site redesign

Content stored in a combination of databases and HTML files

Hard to maintain

Format is inconsistent

No approval process

Pages are static

Typically part of a site redesign

Web Content Migration Before the migration

Web Content Migration The Migration Migration of Content Create the XML files to fit the standards Spreadsheets Database queries/Java utilites “ by hand” Validated XML against XSD Imported content and run extraction No metadata imported separately

Migration of Content

Create the XML files to fit the standards

Spreadsheets

Database queries/Java utilites

“ by hand”

Validated XML against XSD

Imported content and run extraction

No metadata imported separately

Agenda Technology Services Group Overview Migration Overview Case Studies Orbitz Worldwide United Cerebral Palsy Web Content Migrations OpenMigrate Architecture Overview

Technology Services Group Overview

Migration Overview

Case Studies

Orbitz Worldwide

United Cerebral Palsy

Web Content Migrations

OpenMigrate Architecture Overview

Background and Technical Overview

Alfresco Importing CIFS / Webdav / FTP Good for migration with minimal business rules “ ZIP” file import Good if users are uploading from Alfresco interface ACP files Good if you are going from Alfresco to Alfresco

CIFS / Webdav / FTP

Good for migration with minimal business rules

“ ZIP” file import

Good if users are uploading from Alfresco interface

ACP files

Good if you are going from Alfresco to Alfresco

OpenMigrate Features Supports Standard Migration Requirements Document type Attribute name and value mappings Destination location Content/Rendition Version tree structure Because most migrations are slightly different, it provides a flexible framework to easily extend the existing components to handle requirements specific to a migration For Example Initiate a workflow Transform attributes Leverage external data sources (e.g., look up tables) Add/Extend custom adapters (e.g., FileNet, Hummingbird)

Supports Standard Migration Requirements

Document type

Attribute name and value mappings

Destination location

Content/Rendition

Version tree structure

Because most migrations are slightly different, it provides a flexible framework to easily extend the existing components to handle requirements specific to a migration

For Example

Initiate a workflow

Transform attributes

Leverage external data sources (e.g., look up tables)

Add/Extend custom adapters (e.g., FileNet, Hummingbird)

Flexible Framework Major Migration Components Migration Engine Source/Target Interface Source/Target Adapter (e.g., Alfresco, File system, JDBC) Migration Queue/Log

Major Migration Components

Migration Engine

Source/Target Interface

Source/Target Adapter (e.g., Alfresco, File system, JDBC)

Migration Queue/Log

Migration Engine Controls flow of data from source to target Leverages configuration files to apply transformations/mappings Flexible Framework

Migration Engine

Controls flow of data from source to target

Leverages configuration files to apply transformations/mappings

Source/Target Interface Allows the migration engine to communicate to the source/target without understanding the specifics of the source/target implementation Leverages migration structure definition to know source/target Flexible Framework

Source/Target Interface

Allows the migration engine to communicate to the source/target without understanding the specifics of the source/target implementation

Leverages migration structure definition to know source/target

Source/Target Adapter Specific source/target implementations (e.g., Documentum, File system, XML, Excel, JDBC) Leverages configuration files to manipulate data so the migration engine can process it Leverages migration queue to know what to extract/populate Flexible Framework

Source/Target Adapter

Specific source/target implementations (e.g., Documentum, File system, XML, Excel, JDBC)

Leverages configuration files to manipulate data so the migration engine can process it

Leverages migration queue to know what to extract/populate

Migration Queue Migration “To Do” list Informs source/target what to extract/populate Tracks status (e.g., success or failure) Migration Log Migration “Audit” Trail Provides detailed mapping from source to target for every object Flexible Framework

Migration Queue

Migration “To Do” list

Informs source/target what to extract/populate

Tracks status (e.g., success or failure)

Migration Log

Migration “Audit” Trail

Provides detailed mapping from source to target for every object

Architecture Open Source Framework Java Spring - a layered Java/J2EE application framework Configuration Streamlined XML Simplified properties files High Volume Capable Multi-threaded Flexible configuration can impact performance Platform Agnostic Source/Target/OS/Database independent This architecture reduces code and improves application quality, flexibility, testability and scalability

Open Source Framework

Java

Spring - a layered Java/J2EE application framework

Configuration

Streamlined XML

Simplified properties files

High Volume Capable

Multi-threaded

Flexible configuration can impact performance

Platform Agnostic

Source/Target/OS/Database independent

This architecture reduces code and improves application quality, flexibility, testability and scalability

OpenMigrate Interface OpenMigrate Admin On the fly configuration Command Line Custom Web Application Batch uploading of content, metadata Import spreadsheet

OpenMigrate Admin

On the fly configuration

Command Line

Custom Web Application

Batch uploading of content, metadata

Import spreadsheet

OpenMigrate Administration Interface Demonstration

OpenMigrate Administration Interface Demonstration

TSG Open Source Solutions OpenMigrate High Performance Migration tool for one-time or ongoing migrations OpenContent Web Services architecture supporting multiple repository .NET and Java OpenOverlay PDF manipulation tool to allow for real-time watermarking Active Wizard Dynamic Form and Workflow Application

OpenMigrate

High Performance Migration tool for one-time or ongoing migrations

OpenContent

Web Services architecture supporting multiple repository

.NET and Java

OpenOverlay

PDF manipulation tool to allow for real-time watermarking

Active Wizard

Dynamic Form and Workflow Application

The TSG Difference Over 13 years of experience implementing Enterprise Content Management Solutions 400+ ECM projects Focus on long term client relationships Understanding the business needs Providing consistent high quality solutions Carefully chosen Vendor Relationships Flexible Business Model Phased Engagements Cost Effective Solutions Contributor to the Open Source community

Over 13 years of experience implementing Enterprise Content Management Solutions

400+ ECM projects

Focus on long term client relationships

Understanding the business needs

Providing consistent high quality solutions

Carefully chosen Vendor Relationships

Flexible Business Model

Phased Engagements

Cost Effective Solutions

Contributor to the Open Source community

Download OpenMigrate http:// www.tsgrp.com /Open_Source/OpenMigrate/open-migrate.jsp

Download OpenMigrate

http:// www.tsgrp.com /Open_Source/OpenMigrate/open-migrate.jsp

Contact Drop us a note Ray Wijangco [email_address] 312-372-7777 x269 Naveen Aggarwal [email_address] 312-372-7777 x351 Todd Pierzina [email_address] 312-372-7777 x254

Questions???

Questions???