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Moving File Shares to IBM FileNet P8 Summary<br />David Champeau<br />IBM FileNet Certified Professional<br />
Methodology<br />Choose a strategy<br />Day forward<br />Day forward with Archive<br />Complete<br />Develop a repeatable ...
Methodology<br />Develop a controlled vocabulary (taxonomy)<br />Keep it simple in the beginning<br />Develop a security m...
Example Repeatable Process<br />A repeatable process<br />Analyze<br />Clean<br />Configure<br />Ingest and Classify<br />...
File Share Migration Tool Kit<br />IBM Content Analytics<br />Discover, Visualize and refine unstructured content<br />IBM...
File Share Migration Tool Kit<br />IBM FileNet Content Manager<br />Core content management solution<br />Content federati...
File Share Migration Roles<br />Project Manager <br />IBM FileNet P8 Architect<br />Network Architect<br />Security Archit...
File Share Migration Assumptions<br />Little to no custom code will be required<br />The network will support the bulk mov...
File Share Migration Risks<br />Moving from file shares to consolidated content mgmt system = switching from LAN to WAN<br...
User Interface<br />Users are used to the “tree view / list view” found in Windows Explorer<br />One option is the Browse ...
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Moving file shares to ibm file net p8 summary

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  • Day forward – move nothing, configure security groups and folder structures, templates, etc. User add content.DF w/Archive – Ingest content into read-only archive. Configure new repository same as DF. Users search ROR and move necessary content into DFAComplete – Build new repository and ingest all content. Tag content as desired.
  • Dm = Document Management
  • Analyze and analyze some more
  • Transcript of "Moving file shares to ibm file net p8 summary"

    1. 1. Moving File Shares to IBM FileNet P8 Summary<br />David Champeau<br />IBM FileNet Certified Professional<br />
    2. 2. Methodology<br />Choose a strategy<br />Day forward<br />Day forward with Archive<br />Complete<br />Develop a repeatable process<br />Make it cookie-cutter<br />Develop an information management plan<br />Spend a lot of time analyzing the information<br />Spend a lot of time cleaning and deleting<br />E.g. Birthday and retirement photos<br />If not touched past a certain date - delete<br />
    3. 3. Methodology<br />Develop a controlled vocabulary (taxonomy)<br />Keep it simple in the beginning<br />Develop a security methodology<br />Folder and document security<br />Use existing security groups or create new<br />Multiple user interfaces required<br />Understand how information is used<br />Different content has different requirements<br />Learn how to apply the DM features of IBM FileNet P8<br />Develop a training plan and “train the trainer”<br />Develop a support plan<br />Understand that this is just the first step<br />Keep it simple<br />
    4. 4. Example Repeatable Process<br />A repeatable process<br />Analyze<br />Clean<br />Configure<br />Ingest and Classify<br />Review<br />Post-configure<br />Test<br />Train<br />Go<br />Each group will have something unique<br />
    5. 5. File Share Migration Tool Kit<br />IBM Content Analytics<br />Discover, Visualize and refine unstructured content<br />IBM Classification Module<br />Automate the organization of unstructured content<br />IBM Content Collector<br />Archive and de-duplicate content into IBM ECM systems<br />Integrates with Classification Module and Records Management<br />
    6. 6. File Share Migration Tool Kit<br />IBM FileNet Content Manager<br />Core content management solution<br />Content federation<br />Collaboration<br />DITA and XML support<br />IBM FileNet Business Process Manager<br />Document centric process management<br />Supports IBM FileNet eForms and Lotus Forms<br />
    7. 7. File Share Migration Roles<br />Project Manager <br />IBM FileNet P8 Architect<br />Network Architect<br />Security Architect<br />Storage Architect <br />Taxonomist<br />System Administrator for Operating System<br />System Administrator for Application Server<br />System Administrator for IBM FileNet P8<br />Training Developer<br />
    8. 8. File Share Migration Assumptions<br />Little to no custom code will be required<br />The network will support the bulk movement of content from the file shares to the content management system<br />With a well-defined process the average time to move a group of users from file shares to a content management system is 2-3 weeks (based on actual project) depending on volume and complexity.<br />
    9. 9. File Share Migration Risks<br />Moving from file shares to consolidated content mgmt system = switching from LAN to WAN<br />Risk is that the network will not support the movement of large files in a timely fashion<br />Answer is to distribute part of the system closer to the users<br />Users will not accept the system if the user interface is not easy to use, intuitive and improves their experience<br />Users will be using the new system at the same time that others are being migrated and content is being ingested. The architecture must support this.<br />
    10. 10. User Interface<br />Users are used to the “tree view / list view” found in Windows Explorer<br />One option is the Browse of Workplace XT<br />A better option is FileNet Integration for Microsoft Office 1.1.5<br />The new version I saw at IOD 2010 is ready for prime time<br />This will lead them into using the ECMS for collaboration instead of email<br />
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