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Migrating from ClearCase
Practical experience in migration from the leading expert
2016
2 | C O N F I D E N T I A L
Presenter
Kevin Hancock, Senior Director Worldwide Field Operations
In his fifteen plus year at CollabNet, Kevin has led successful implementations of CollabNet products and
services at some of the world’s largest enterprises.
Kevin works with organizations to transform their globally distributed application development teams into
modern, agile organizations, helping to save millions of dollars while accelerating software delivery. Kevin
holds a Bachelor of Science degree from Carnegie Mellon University, and a Masters degree from the
University of Pittsburgh.
• 20 years working in IT with the last 15 focusing on Development Organizations
• Experience with 1000’s of developers and 100’s of development teams
• Practical knowledge of building development communities across organizations
3 | C O N F I D E N T I A L
Agenda
• Introduction
• Building the Business Case
• Migration Strategy
• Why CollabNet
• Questions
4 | C O N F I D E N T I A L
Evolution in Proprietary SCM
RTC
Dimensions
PTC Integrity
Perforce
TFS
2003 2016
Rational: Clear Case
Serena: PVCS
PTC: MKS Integrity
Perforce: Perforce
Microsoft: Visual SourceSafe
Incumbent Recommendation
• The Market is in a transition from LAN to WAN based SCM
• Each transition requires a migration, opening up the opportunity for
competitive change to more impactful SCM systems and strategies
– Tools & platforms
– Development processes
5 | C O N F I D E N T I A L
Not meeting the needs
4.6%
13.3%
12.8%
51.3%
2.6%
8.9%
4.4%
23.2%
46.0%
3.6%
4.5%
6.0%
30.3%
37.8%
2.1%
3.7%
9.6%
33.3%
30.7%
Mercurial
CVS
GitHub
Git
Subversion
What is the primary source code management system you
typically use? (Choose one.)
2014
2013
2012
2011
Source: Eclipse Community Survey 2014
Proprietary SCM Solutions are no
longer the market leaders
6 | C O N F I D E N T I A L
Building the Business Case: Costs
• New Equipment
• New tooling
• Upgrades
• Integrations migration
• Data migration
• Build process modifications
• Training
7 | C O N F I D E N T I A L
Building the Business Case: Benefits
• Supported tool
• Server retirements
• Data Center retirements
• License / maintenance
• Upgrade costs
• Reduction in administration
• Consistent adoption and use
8 | C O N F I D E N T I A L
Version Control does not stand alone
• Build Scripts
• Issue Tracking
• Continuous Integration
• Binary management
• Code Review
• Other
9 | C O N F I D E N T I A L
Change management
10 | C O N F I D E N T I A L
Migration Overview
Discover + Plan
SCM Migration
Inventory Checklist
Project Specific
Scheduling
& Workflow
Archive
for governance/compliance
Active Code Migration
Migration Workshop
Sustainment & Expansion
11 | C O N F I D E N T I A L
Discover and Plan
IP Address
Repo
Project
12 | C O N F I D E N T I A L
Code Migration Strategies
Full – all historical revisions of files and folders are imported along with their
relationships (such as branches and labels) and metadata (such as comments).
Pro:
All historical data easily accessible in the new tool
Cons:
Repository is filled with cruft which limits the effectiveness of the new tool
Expensive in time and money with no guarantee of success and data lost
Snapshot – only selected baselines/milestones are imported. Much of the
relationship and nearly all the metadata is necessarily and acceptably left behind.
Pros:
Only the most useful historical data is present
Cost is limited and definable
Con:
All historical data is not accessible in the new tool
13 | C O N F I D E N T I A L
Team/Application Migration (Snapshot Migration)
Migration Workshop
Active Code Migration
Archive
for governance/compliance
Training
14 | C O N F I D E N T I A L
Sustainment and Expansion
After SCM
15 | C O N F I D E N T I A L
SCM Adoption Plan and Rollout
Discover Plan
Active Code
Migration
Sustainment &
Expansion
4 Weeks 3 Months 3 – 12 Months > 1 Year
Inventory
• Repositories
• Infrastructure
• Projects
Perform Cost Benefits Analysis
• Infrastructure Retirement
• License Consolidation
• Administration
Consolidation
• Capital Investment
• Training Investment
• Inactive Project Archive
Assess other needs/Define
Gaps
• Identify Needs/Solution
Areas
• Forecast Economic Value
Create Workgroup Plan
• Inventory tools and assets
connected to SCM
• Create a Tool Platform
and migration strategy
• Unify SCM Admins
• Integrate users into the
development process
Create Process Reuse Plan
• Define “Active Code”
• Template-ize Migration
Scripts
• Template-ize SCM
practices
Establish Community Plan
• Restrict “Shadow Admin”
• Archive legal records
• Lock migrated repositories
Establish Team Workspace
• Tool integrations
• Workflow
• Roles-Based- Access-
Controls
Train Users
• Project Admins
• Team Members
• Release Managers
Migrate Data
• Finalize scripts
• Migrate Active Code and
related design data
Team Sign Off
• Verify migrated data
Analyze Other Needs
• Dev through deployment
Drive Community Management
• New User Onboarding
• New Project Onboarding
• New Best Practices
• IP reuse & collaboration
• Measure Enterprise
Metrics
Ongoing Platform Maintenance
• Platform Upgrades
• Tool Upgrades
• Tool Integrations
16 | C O N F I D E N T I A L
Common Pitfalls
• Don’t get in the way of Product
delivery
• Don’t allow years of Technical Debt
to be added to the migration bill
• Do have a process to manage
change and grant exceptions
• Do hold people accountable to their
schedules
17 | C O N F I D E N T I A L
CollabNet at a Glance
10,000+ customers,
proven in global
deployments as large
as 80,000 users and 1
billion commits
Leader in open-source
based application
lifecycle management,
version control,
DevOps, and
collaboration solutions
250 employees across
the globe
Founded in 1999; HQ
in South San
Francisco, CA
March 2016
18 | C O N F I D E N T I A L
Our Experience
March 2016
Sample of customers switched
• 500 user’s at a quasi governmental financial services company
• Over 1,500 at a large retailer
• Over 5,000 at global technology firm
19 | C O N F I D E N T I A L
Manage Git and Subversion
20 | C O N F I D E N T I A L
Integrate with other tools
Event
Data Store
Trackers
Project / Portfolio
Administration
Collaboration
Run time
Event Mgmt.
Operational
Data StoreTool Chain
setup
Teams
Users
Roles/Perms
Event Sources
Associations
Domain
Objects
Activities
Universal
Search
Native
Artifact UI
Lifecycle
Reports
Federated
Tool UI
Activity
Streams
Pipeline
Monitors
External
Listeners
Notification
Activities, Objects, Associations
Events
Events
User Workspace
Configure
Configure
Store
Federated Tools
Native Artifacts
Custom
Objects
21 | C O N F I D E N T I A L
Training
SCM Training Offerings Duration Delivery
Subversion for Developers – Standard
Learn the core essentials of Subversion. This course covers everything you need to master Subversion
including the typical development work cycle, mixed revisions and branching and merging operations.
4 hours Onsite
Remote
Web-based
Subversion for Developers – Enterprise w/labs
Learn the core essentials plus get a hands-on lab. The course covers the complete spectrum of using
Subversion: from the typical development work cycle, mixed revisions, branching and merging operations
and specific enterprise features.
1 day Onsite
Remote
Web-based
Subversion for Configuration Managers w/labs
This course covers the operational aspects of doing configuration management with Subversion as well as an
overview of the best practices used with Subversion for configuration management.
1 day Onsite
Subversion for Developers Train the Trainer
This course is designed for large organizations with a dedicated training staff that want to learn how to
conduct the Subversion for Developers training for their organization.
2-3 days Onsite
Git for Developers – Enterprise
This course offers a complete introduction to Git. It includes topics on Git basics like the repository,
revisioning, history logs, Git work cycles, Git merging, branching and tagging, and best practices.
1 day Remote
Web-based
Git for Developers – Enterprise w/labs
This course offers a complete introduction to Git. It includes topics on Git basics like the repository,
revisioning, history logs, Git work cycles, Git merging, branching and tagging, and best practices.
A hands-on lab is included.
2 days Onsite
Git for Developers Train the Trainer
This course is designed for large organizations with a dedicated training staff that want to learn how to
conduct the Subversion for Developers training for their organization.
2 days Onsite
22 | C O N F I D E N T I A L
Consulting
SCM Consulting Offerings Duration Delivery
Subversion Applied Workshop
The Subversion Applied Workshop is focused on formulating a process that meets an organization’s needs
for version control and configuration management and defining how to best utilize Subversion to meet those
needs.
2 days Onsite
Subversion Migration Mentoring Workshop
The Subversion Migration Mentoring Workshop is focused on preparing an organization to migrate existing
version control data into Subversion.
2 days Onsite
Subversion Custom Consulting
Custom Subversion consulting specific to a customer’s needs delivered by a CollabNet SCM expert onsite or
remotely.
Per SOW Onsite
Remote
Git Applied Workshop
The Subversion Applied Workshop is focused on formulating a process that meets an organization’s needs
for version control and configuration management and defining how to best utilize Subversion to meet those
needs.
2 days Onsite
Git Migration Mentoring Workshop
The Git Migration Mentoring Workshop is focused on preparing an organization to migrate existing version
control data into Subversion.
2 days Onsite
Git Custom Consulting
Custom Git consulting specific to a customer’s needs delivered by a CollabNet SCM expert onsite or
remotely.
Per SOW Onsite
Remote
23 | C O N F I D E N T I A L
Question and Answer
new bookings
growth in 2015
recurring
subscription
revenue
renewal rate
24 | C O N F I D E N T I A L
Thank You
new bookings
growth in 2015
recurring
subscription
revenue
renewal rate

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Migrating from ClearCase

  • 1. Migrating from ClearCase Practical experience in migration from the leading expert 2016
  • 2. 2 | C O N F I D E N T I A L Presenter Kevin Hancock, Senior Director Worldwide Field Operations In his fifteen plus year at CollabNet, Kevin has led successful implementations of CollabNet products and services at some of the world’s largest enterprises. Kevin works with organizations to transform their globally distributed application development teams into modern, agile organizations, helping to save millions of dollars while accelerating software delivery. Kevin holds a Bachelor of Science degree from Carnegie Mellon University, and a Masters degree from the University of Pittsburgh. • 20 years working in IT with the last 15 focusing on Development Organizations • Experience with 1000’s of developers and 100’s of development teams • Practical knowledge of building development communities across organizations
  • 3. 3 | C O N F I D E N T I A L Agenda • Introduction • Building the Business Case • Migration Strategy • Why CollabNet • Questions
  • 4. 4 | C O N F I D E N T I A L Evolution in Proprietary SCM RTC Dimensions PTC Integrity Perforce TFS 2003 2016 Rational: Clear Case Serena: PVCS PTC: MKS Integrity Perforce: Perforce Microsoft: Visual SourceSafe Incumbent Recommendation • The Market is in a transition from LAN to WAN based SCM • Each transition requires a migration, opening up the opportunity for competitive change to more impactful SCM systems and strategies – Tools & platforms – Development processes
  • 5. 5 | C O N F I D E N T I A L Not meeting the needs 4.6% 13.3% 12.8% 51.3% 2.6% 8.9% 4.4% 23.2% 46.0% 3.6% 4.5% 6.0% 30.3% 37.8% 2.1% 3.7% 9.6% 33.3% 30.7% Mercurial CVS GitHub Git Subversion What is the primary source code management system you typically use? (Choose one.) 2014 2013 2012 2011 Source: Eclipse Community Survey 2014 Proprietary SCM Solutions are no longer the market leaders
  • 6. 6 | C O N F I D E N T I A L Building the Business Case: Costs • New Equipment • New tooling • Upgrades • Integrations migration • Data migration • Build process modifications • Training
  • 7. 7 | C O N F I D E N T I A L Building the Business Case: Benefits • Supported tool • Server retirements • Data Center retirements • License / maintenance • Upgrade costs • Reduction in administration • Consistent adoption and use
  • 8. 8 | C O N F I D E N T I A L Version Control does not stand alone • Build Scripts • Issue Tracking • Continuous Integration • Binary management • Code Review • Other
  • 9. 9 | C O N F I D E N T I A L Change management
  • 10. 10 | C O N F I D E N T I A L Migration Overview Discover + Plan SCM Migration Inventory Checklist Project Specific Scheduling & Workflow Archive for governance/compliance Active Code Migration Migration Workshop Sustainment & Expansion
  • 11. 11 | C O N F I D E N T I A L Discover and Plan IP Address Repo Project
  • 12. 12 | C O N F I D E N T I A L Code Migration Strategies Full – all historical revisions of files and folders are imported along with their relationships (such as branches and labels) and metadata (such as comments). Pro: All historical data easily accessible in the new tool Cons: Repository is filled with cruft which limits the effectiveness of the new tool Expensive in time and money with no guarantee of success and data lost Snapshot – only selected baselines/milestones are imported. Much of the relationship and nearly all the metadata is necessarily and acceptably left behind. Pros: Only the most useful historical data is present Cost is limited and definable Con: All historical data is not accessible in the new tool
  • 13. 13 | C O N F I D E N T I A L Team/Application Migration (Snapshot Migration) Migration Workshop Active Code Migration Archive for governance/compliance Training
  • 14. 14 | C O N F I D E N T I A L Sustainment and Expansion After SCM
  • 15. 15 | C O N F I D E N T I A L SCM Adoption Plan and Rollout Discover Plan Active Code Migration Sustainment & Expansion 4 Weeks 3 Months 3 – 12 Months > 1 Year Inventory • Repositories • Infrastructure • Projects Perform Cost Benefits Analysis • Infrastructure Retirement • License Consolidation • Administration Consolidation • Capital Investment • Training Investment • Inactive Project Archive Assess other needs/Define Gaps • Identify Needs/Solution Areas • Forecast Economic Value Create Workgroup Plan • Inventory tools and assets connected to SCM • Create a Tool Platform and migration strategy • Unify SCM Admins • Integrate users into the development process Create Process Reuse Plan • Define “Active Code” • Template-ize Migration Scripts • Template-ize SCM practices Establish Community Plan • Restrict “Shadow Admin” • Archive legal records • Lock migrated repositories Establish Team Workspace • Tool integrations • Workflow • Roles-Based- Access- Controls Train Users • Project Admins • Team Members • Release Managers Migrate Data • Finalize scripts • Migrate Active Code and related design data Team Sign Off • Verify migrated data Analyze Other Needs • Dev through deployment Drive Community Management • New User Onboarding • New Project Onboarding • New Best Practices • IP reuse & collaboration • Measure Enterprise Metrics Ongoing Platform Maintenance • Platform Upgrades • Tool Upgrades • Tool Integrations
  • 16. 16 | C O N F I D E N T I A L Common Pitfalls • Don’t get in the way of Product delivery • Don’t allow years of Technical Debt to be added to the migration bill • Do have a process to manage change and grant exceptions • Do hold people accountable to their schedules
  • 17. 17 | C O N F I D E N T I A L CollabNet at a Glance 10,000+ customers, proven in global deployments as large as 80,000 users and 1 billion commits Leader in open-source based application lifecycle management, version control, DevOps, and collaboration solutions 250 employees across the globe Founded in 1999; HQ in South San Francisco, CA March 2016
  • 18. 18 | C O N F I D E N T I A L Our Experience March 2016 Sample of customers switched • 500 user’s at a quasi governmental financial services company • Over 1,500 at a large retailer • Over 5,000 at global technology firm
  • 19. 19 | C O N F I D E N T I A L Manage Git and Subversion
  • 20. 20 | C O N F I D E N T I A L Integrate with other tools Event Data Store Trackers Project / Portfolio Administration Collaboration Run time Event Mgmt. Operational Data StoreTool Chain setup Teams Users Roles/Perms Event Sources Associations Domain Objects Activities Universal Search Native Artifact UI Lifecycle Reports Federated Tool UI Activity Streams Pipeline Monitors External Listeners Notification Activities, Objects, Associations Events Events User Workspace Configure Configure Store Federated Tools Native Artifacts Custom Objects
  • 21. 21 | C O N F I D E N T I A L Training SCM Training Offerings Duration Delivery Subversion for Developers – Standard Learn the core essentials of Subversion. This course covers everything you need to master Subversion including the typical development work cycle, mixed revisions and branching and merging operations. 4 hours Onsite Remote Web-based Subversion for Developers – Enterprise w/labs Learn the core essentials plus get a hands-on lab. The course covers the complete spectrum of using Subversion: from the typical development work cycle, mixed revisions, branching and merging operations and specific enterprise features. 1 day Onsite Remote Web-based Subversion for Configuration Managers w/labs This course covers the operational aspects of doing configuration management with Subversion as well as an overview of the best practices used with Subversion for configuration management. 1 day Onsite Subversion for Developers Train the Trainer This course is designed for large organizations with a dedicated training staff that want to learn how to conduct the Subversion for Developers training for their organization. 2-3 days Onsite Git for Developers – Enterprise This course offers a complete introduction to Git. It includes topics on Git basics like the repository, revisioning, history logs, Git work cycles, Git merging, branching and tagging, and best practices. 1 day Remote Web-based Git for Developers – Enterprise w/labs This course offers a complete introduction to Git. It includes topics on Git basics like the repository, revisioning, history logs, Git work cycles, Git merging, branching and tagging, and best practices. A hands-on lab is included. 2 days Onsite Git for Developers Train the Trainer This course is designed for large organizations with a dedicated training staff that want to learn how to conduct the Subversion for Developers training for their organization. 2 days Onsite
  • 22. 22 | C O N F I D E N T I A L Consulting SCM Consulting Offerings Duration Delivery Subversion Applied Workshop The Subversion Applied Workshop is focused on formulating a process that meets an organization’s needs for version control and configuration management and defining how to best utilize Subversion to meet those needs. 2 days Onsite Subversion Migration Mentoring Workshop The Subversion Migration Mentoring Workshop is focused on preparing an organization to migrate existing version control data into Subversion. 2 days Onsite Subversion Custom Consulting Custom Subversion consulting specific to a customer’s needs delivered by a CollabNet SCM expert onsite or remotely. Per SOW Onsite Remote Git Applied Workshop The Subversion Applied Workshop is focused on formulating a process that meets an organization’s needs for version control and configuration management and defining how to best utilize Subversion to meet those needs. 2 days Onsite Git Migration Mentoring Workshop The Git Migration Mentoring Workshop is focused on preparing an organization to migrate existing version control data into Subversion. 2 days Onsite Git Custom Consulting Custom Git consulting specific to a customer’s needs delivered by a CollabNet SCM expert onsite or remotely. Per SOW Onsite Remote
  • 23. 23 | C O N F I D E N T I A L Question and Answer new bookings growth in 2015 recurring subscription revenue renewal rate
  • 24. 24 | C O N F I D E N T I A L Thank You new bookings growth in 2015 recurring subscription revenue renewal rate

Editor's Notes

  1. Founded in 1999, CollabNet is truly one of the founding fathers of the open-source movement Today thousands of customers rely upon on our solutions to develop high quality software at speed We maintain a global presence with offices in SF, Houston, London, Berlin, Chennai, Tokyo
  2. Founded in 1999, CollabNet is truly one of the founding fathers of the open-source movement Today thousands of customers rely upon on our solutions to develop high quality software at speed We maintain a global presence with offices in SF, Houston, London, Berlin, Chennai, Tokyo
  3. Founded in 1999, CollabNet is truly one of the founding fathers of the open-source movement Today thousands of customers rely upon on our solutions to develop high quality software at speed We maintain a global presence with offices in SF, Houston, London, Berlin, Chennai, Tokyo
  4. Founded in 1999, CollabNet is truly one of the founding fathers of the open-source movement Today thousands of customers rely upon on our solutions to develop high quality software at speed We maintain a global presence with offices in SF, Houston, London, Berlin, Chennai, Tokyo
  5. Founded in 1999, CollabNet is truly one of the founding fathers of the open-source movement Today thousands of customers rely upon on our solutions to develop high quality software at speed We maintain a global presence with offices in SF, Houston, London, Berlin, Chennai, Tokyo
  6. Founded in 1999, CollabNet is truly one of the founding fathers of the open-source movement Today thousands of customers rely upon on our solutions to develop high quality software at speed We maintain a global presence with offices in SF, Houston, London, Berlin, Chennai, Tokyo