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Migrating To OpenOffice .org

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Migrating to OpenOffice step by step

Migrating to OpenOffice step by step

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Migrating To OpenOffice .org Presentation Transcript

  • 1. Commercial Open Source Software: Migrations
    • OpenOffice.org Migration
    • Roberto Galoppini
  • 2. Visual Agenda
  • 3. Reasons to change
  • 4. False problems
  • 5. Communication
  • 6. Outsiders matter
  • 7. No big-bang, please..
  • 8. Reasons to change
    • Among top reasons to change:
      • Technical motivations
      • Legal motivations
      • Economical motivations
      • Social motivations
  • 9. “Supposed problems”
    • Migrations involving end-users are not just a technical issue. Literature about OpenOffice.org migrations often mentions the following “problems”:
      • Functions are “missing” (read they are somewhere)
      • OpenOffice Data format (ODF) are not spread
      • Layout differences
      • There is no documentation ( see amazon )
      • There is no (commercial) support
  • 10. Issues to be addressed
    • Migrations are never for free:
      • Technological impact
        • Managing formats & interoperability (R/W/RW patterns) ‏
        • Documents’ Conversion
        • Interoperability issues
      • Psychological impact
        • Need to learn to use a new tool ( what about office 2007 ?)
        • Motivational issues
        • Inertia to change
        • Frustraction
  • 11. Migration project GANTT Analysis Deployment Training Support and Maintenance Uninstall MS Office Model Migration Comunication
  • 12. Analysis
    • Analysis is aimed at addressing the following issues:
      • Organizational Assessment (Identify Decision makers, Organizational Units, etc)
      • Document walk-through (automatic, sampling, pattern r/w/rw, legal aspects)
      • Hardware/Software survey (compatibility, needed functions, architecture review) ‏
    • Goals:
      • Define a ready-to-go project
        • Pilot plan definition
        • Migration guide-line definition
  • 13. Analysis :: Organizational Assessment
    • Goals:
      • Identify homogenous class of users
      • Identify organizational units responsibles
      • Find technological leaders (“champions”) ‏
      • Understand interchange of data among O.U.
      • Understand external interchange of data
  • 14. Analysis :: Documents’ walkthrough
    • Documents’ walkthrough will help to:
      • Evaluate issues related to documents' formats
      • Templates evaluation and (re) definition
      • Identify best training patterns
  • 15. Analysis :: Data collection
    • Questionnaires will gather information to understand:
      • Microsoft office’s mode of employ
      • Numbers and categories of documents
      • “Critical” documents
      • Investigate Internal/External interoperability
  • 16. Analysis :: Choices
    • At the end of the analysis some choices are needed:
      • Define migration target (expectations/budget trade-off, good-will, etc)
      • Manage Critical issues (requirements coverage assessment: make/buy/redefine)
      • Tools selections (Open Source if possible, of course!)
      • Define Support required (related to dimensions, users clustering, statistics)
  • 17. Communication
    • It is mandatory, and it requires:
      • Top Management commitment
      • Trade Unions commitment
      • “Champions” commitment
      • Internal Marketing (motivational training)
  • 18. Communication :: Internal Marketing
    • It consists of:
      • Portal (intranet with wikis, blogs, etc) ‏
      • Software Customization (personalised version of OOo)
      • Software distribution (also outside of the company!)
      • Stimulate “peer learning” (champions’ role is key!)
      • Keep people informed, about processes and tools
  • 19. Documents and Templates Migration
    • It could be easier than expected:
      • It is an organizational opportunity (templates, flows, etc)!
      • Document management opportunity (file servers, etc)
      • Archiving “old” documents as read-only (don’t need to migrate all of them!)
  • 20. Deployment
    • Installation and configuration.
      • Customized installation
      • “Critical” workstations availability (you likely need them!)
      • Extensions’ attribution
      • Move to new formats (burn the boats!)
  • 21. Deployment :: (Dis)installation
    • The migration will take place step by step (big-bang simply doesn’t work) .
    • At a certain date it must be effective .
    • Only where and if necessary some desktops will stay .
  • 22. Training
    • Is the most visible activity.
      • Motivational, especially for responsibles and champions
      • Advanced for Champions and call center operators
      • Educate everyone about interoperability issues
      • Differentiated, from basic to very advanced
      • Training program should consider second editions
  • 23. Maintenance and Support
    • Help users with technical and not technical problems. Never let them alone..
      • Zero level support: intranet (documentation, how-to, faq, news, wiki, etc) ‏
      • Peer support and champions support
      • First level support: call center
      • Second level support: (phone and/or on-site) ‏
    • The portal plays a very important role here..
  • 24. Conclusions
    • A migration is a process, not a tool.
      • Don’t underestimate Psychological impact of change
      • Don’t leave them alone, never
      • Motivate through speeches, help on a practical ground
      • Training and support are key
      • Users need answer, fast!
  • 25. Anteprima a OpenOffice.org 2.0 Thank you! Roberto Galoppini http://robertogaloppini.net [email_address]