FileNet P8 Server Migration Questionnaire
Note: The more complete this information is, the timelier our response can be to this request
Instructions:
Please complete all applicable portions of this request. Press “Tab” or use the arrow keys to maneuver through
the response areas.
When complete pleaser e-mail to cspear@us.ibm.com
Project Personnel
Client:
Client Contact with purchasing/approval authority for this request:
Client Technical Contact: Phone #:
E-mail:
Client Billing Address:
Site Location (city):
Phone #:
FileNet Contact (salesperson):
Phone #:
FileNet System Consultant:
Phone #:
FileNet IPM:
FileNet Technical Consultant: Phone #:
Name of Partner (if applicable):
Partner Location (city):
Partner Contact: Phone #:
E-mail:
Who may we contact for additional information?
Phone #: E-mail:
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FileNet P8 Server Migration Questionnaire
Current & Proposed Configuration
Current Change Proposed
Platform Yes No
(Vendor):
Operating Yes No
System:
FileNet P8 Yes No
Engines Version
(include Patch
Level):
Database, Yes No
Version, & Size:
Application Yes No
Server:
Directory Service: Yes No
Storage Yes No
Type:
Please provide a brief description of the change/migration need:
Current FileNet P8 System
Proposed
Remote (Y/
Qty Environment Notes and Version
N)?
Content
Engine:
Object
Stores(s)
File Stores (s)
Application
Engine
Business
Process Engine
Other:
Rendition
Engine
CFS-IS
Capture
Process
Analyzer
Process
Simulator
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FileNet P8 Server Migration Questionnaire
Records
Manager
Image Services
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FileNet P8 Server Migration Questionnaire
Process Engine
Number of workflows:
Number of in process workflows:
Number of workflows:
Can workflows be completed? Yes No
Directory System
Changes to the Domain/Domain Name. Please Describe:
Only the CE will change domain name as part of the upgrade
For Acitve Directory Will Users have the same SID? Yes No
Confirm that Users have the same SID using the follow Microsoft tool:
Run getsid.exe tool to compare one user in the two different domains. The tool should be installed on Windows 2003 Active
Directory machine. If this is not installed, it can be located at:
http://www.microsoft.com/windows2000/techinfo/reskit/tools/existing/getsid-o.asp Attach copy of output.
For eDirectory will the Users have the same GUID? Yes No
Number of Users:
Number of Groups:
Database
See Above
Other applications using DB? Yes No
List the other applications utilizing the DB:
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FileNet P8 Server Migration Questionnaire
Content Engine
Are there STORED SEARCHES? Yes No
Are there ENTRY TEMPLATES? Yes No
Are there ANNOTATIONS? Yes No
Is optical media being used? Yes No
Does Security need to be migrated? Yes No
Total # of
Total
Environment Number of Single-value
Total # of Total # of Volume of
(i.e. Folders & Multi-
Object Store Name Documents/ Document DASD to
Production, Value
Items Classes store
Test) Properties
(XXGb)
Defined
Average number of versions per document:
What Document Types are in use on the system (MS Word, CAD, TIF, etc.)?
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FileNet P8 Server Migration Questionnaire
Is Renditioning in use? Please describe:
Additional Document Information?
Are there any folders or folder contents? If yes, please describe.
Other P8 Applications installed:
Other Issues or requests (describe)
System Availability Information
Is a Development system available for test phases if needed? Yes No
Is remote access available to server and client systems? Yes No
Hours of normal system operation:
Hours when system backups are done:
Hours when system is available for project delivery downtime:
Pricing Requirements:
Budgetary & Planning Estimate (no signature; for discussion purposes only)
Statement of Work (signable) Proposal # of copies
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FileNet P8 Server Migration Questionnaire
Desired Response Date:
Expectation: Anticipated Project Completion Date: Is this date: Desired Required
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