1© Copyright 2013 EMC Corporation. All rights reserved.
Migration & Upgrades:
Best Practice Upgrade
Pathways to EMC
Docume...
2© Copyright 2013 EMC Corporation. All rights reserved.
•  This presentation contains “forward-looking statements” as defi...
3© Copyright 2013 EMC Corporation. All rights reserved.
We Want to Hear Your
Thoughts On This
Session!
OPTION 1:
OPTION 2:...
4© Copyright 2013 EMC Corporation. All rights reserved.
5© Copyright 2013 EMC Corporation. All rights reserved.
Agenda
Why Upgrade to Documentum 71
Planning2
Tools3
Scenarios4
6© Copyright 2013 EMC Corporation. All rights reserved.
Why Upgrade to Documentum 7
Ÿ  Platform Innovation
Ÿ  Access to ...
7© Copyright 2013 EMC Corporation. All rights reserved.
What’s New in Documentum 7
Lower
TCO
Higher
TCE
Enhanced
Trust &
S...
8© Copyright 2013 EMC Corporation. All rights reserved.
Upgrade for xCP 2.0:
Business User Productivity
Personalized and R...
9© Copyright 2013 EMC Corporation. All rights reserved.
Upgrade for xCP 2.0:
Solution Developer Productivity
Integrated An...
10© Copyright 2013 EMC Corporation. All rights reserved.
Upgrade for xCP 2.0: Mobile Devices
Safari on iPad supported
11© Copyright 2013 EMC Corporation. All rights reserved.
Documentum Support Timeline
Standard Support
Extended Support
Tod...
12© Copyright 2013 EMC Corporation. All rights reserved.
Best Practices
© Copyright 2013 EMC Corporation. All rights reser...
13© Copyright 2013 EMC Corporation. All rights reserved.
Limited Time
Available through August 2013
FREE, one-week Migrati...
14© Copyright 2013 EMC Corporation. All rights reserved.
Terminology: Upgrade vs Migration
•  Update Documentum products
•...
15© Copyright 2013 EMC Corporation. All rights reserved.
Transformation Strategy
•  Virtualized Data Center
•  Leverage re...
16© Copyright 2013 EMC Corporation. All rights reserved.
•  Predictable and repeatable implementations with automated, pol...
17© Copyright 2013 EMC Corporation. All rights reserved.
excellence with enterprise
manageability
Operational
on business
...
18© Copyright 2013 EMC Corporation. All rights reserved.
Best Practices
© Copyright 2013 EMC Corporation. All rights reser...
19© Copyright 2013 EMC Corporation. All rights reserved.
Development
Staging
Production
High Availability
Automatically pr...
20© Copyright 2013 EMC Corporation. All rights reserved.
Documentum Enterprise Migration Appliance
(EMA)
Ÿ  Traditional A...
21© Copyright 2013 EMC Corporation. All rights reserved.
EMA – Major Use Cases
DCM to D2 LS
Customer wants to migrate a le...
22© Copyright 2013 EMC Corporation. All rights reserved.
EMC Documentum 7.0
Rapid Success Program (D7RSP)
Participant Prof...
23© Copyright 2013 EMC Corporation. All rights reserved.
Partner Migration Tools
Ÿ  Large EMC Partner ecosystem (over 100...
24© Copyright 2013 EMC Corporation. All rights reserved.
Best Practices
© Copyright 2013 EMC Corporation. All rights reser...
25© Copyright 2013 EMC Corporation. All rights reserved.
D6.7
Platform
Decoupled Clients for Flexible Upgrades
D7
Platform...
26© Copyright 2013 EMC Corporation. All rights reserved.
Content Server Compatibility
27© Copyright 2013 EMC Corporation. All rights reserved.
D6.7
Platform
Phased Upgrade Path to D7
6.7SP1
Client
Upgrade Cli...
28© Copyright 2013 EMC Corporation. All rights reserved.
D6.7
Platform
Phased Upgrade Path to D7
6.7SP1
Client
D7
Platform...
29© Copyright 2013 EMC Corporation. All rights reserved.
D6.7
Platform
Phased Upgrade Path to D7
6.7SP1
Client
D7
Platform...
30© Copyright 2013 EMC Corporation. All rights reserved.
Coexistence of Clients with xCP 2.0
D7
Platform
Webtop
6.7 SP2
• ...
31© Copyright 2013 EMC Corporation. All rights reserved.
2013	
   Jan	
   Feb	
   Mar	
   Apr	
   May	
   Jun	
   Jul	
   ...
32© Copyright 2013 EMC Corporation. All rights reserved.
Leap Frog Upgrades
6.5 6.6 6.7 7.0
Content Server Installer suppo...
33© Copyright 2013 EMC Corporation. All rights reserved.
Multistage Acceptance
Reduce Downtime
6.7 7.x
1.  Build New Syste...
34© Copyright 2013 EMC Corporation. All rights reserved.
Upgrade & Migration Approaches
Side by Side
Minimum Impact
Separa...
35© Copyright 2013 EMC Corporation. All rights reserved.
Upgrade & Migration Approaches
Strategies to reduce business impa...
36© Copyright 2013 EMC Corporation. All rights reserved.
Upgrade & Migration Approaches
Strategies to reduce business impa...
37© Copyright 2013 EMC Corporation. All rights reserved.
Upgrade & Migration Approaches
Strategies to reduce business impa...
38© Copyright 2013 EMC Corporation. All rights reserved.
New Client Decision: D2 and/or xCP?
Criteria	
   D2	
   xCP	
  
W...
39© Copyright 2013 EMC Corporation. All rights reserved.
Content Server/xPlore Compatibility
6.6 6.7 6.7SP1 6.7SP2 D7
xPlo...
40© Copyright 2013 EMC Corporation. All rights reserved.
Additional Challenges
•  Work to remove customizations using conf...
41© Copyright 2013 EMC Corporation. All rights reserved.
Phases of an Documentum Upgrade
Ÿ  Documentum upgrade is best
ac...
42© Copyright 2013 EMC Corporation. All rights reserved.
Development Environment Practices
1.  Install the new version of ...
43© Copyright 2013 EMC Corporation. All rights reserved.
Practicing the Upgrade
Ÿ  Practice with Test / Development Envir...
44© Copyright 2013 EMC Corporation. All rights reserved.
Repository Consistency Checker
Ÿ  Examines Docbase metadata for ...
45© Copyright 2013 EMC Corporation. All rights reserved.
Testing the Upgrade
Ÿ  Include test cases to validate the follow...
46© Copyright 2013 EMC Corporation. All rights reserved.
Testing Phase
Ÿ  During the testing phase, you will
–  Test that...
47© Copyright 2013 EMC Corporation. All rights reserved.
Production Phase
Ÿ  Tweak the hardware environment based on what...
48© Copyright 2013 EMC Corporation. All rights reserved.
Next Steps
Ÿ  Visit the EMC Community Network
–  Learn more abou...
49© Copyright 2013 EMC Corporation. All rights reserved.
When are you upgrading to D7?
Tell us your plans, take a quick su...
50© Copyright 2013 EMC Corporation. All rights reserved.
STAY IN TOUCH!
emcMMTM
emcDocumentum
Syncplicity
emcDocSciences
e...
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Migration & upgrades best practice upgrade pathways to emc documentum 7

  1. 1. 1© Copyright 2013 EMC Corporation. All rights reserved. Migration & Upgrades: Best Practice Upgrade Pathways to EMC Documentum 7
  2. 2. 2© Copyright 2013 EMC Corporation. All rights reserved. •  This presentation contains “forward-looking statements” as defined under the US Federal Securities Laws. •  EMC makes no representation and undertakes no obligations with regard to product planning information, anticipated product characteristics, performance specifications, or anticipated release dates (collectively, “Roadmap Information”). •  Roadmap Information is provided by EMC as an accommodation to the recipient solely for purposes of discussion and without intending to be bound thereby, and is subject to change without notice. •  Roadmap information is EMC Confidential Information, and is provided under the terms, conditions and restrictions defined in the EMC Non-Disclosure Agreement in place with your organization. Safe Harbor Disclaimer
  3. 3. 3© Copyright 2013 EMC Corporation. All rights reserved. We Want to Hear Your Thoughts On This Session! OPTION 1: OPTION 2: Download the Momentum Mobile App and take the Survey Complete the Survey sent via Email
  4. 4. 4© Copyright 2013 EMC Corporation. All rights reserved.
  5. 5. 5© Copyright 2013 EMC Corporation. All rights reserved. Agenda Why Upgrade to Documentum 71 Planning2 Tools3 Scenarios4
  6. 6. 6© Copyright 2013 EMC Corporation. All rights reserved. Why Upgrade to Documentum 7 Ÿ  Platform Innovation Ÿ  Access to new Client technologies and functionality Ÿ  Maintain Supportability for Fastest Restoration Time
  7. 7. 7© Copyright 2013 EMC Corporation. All rights reserved. What’s New in Documentum 7 Lower TCO Higher TCE Enhanced Trust & Security •  Reduced resource utilization and increased performance via •  Intelligent Session Management •  Type Caching •  FIPS 140-2 Level 1 Compliance •  Centralized Key Management •  AES Encryption •  Improved Content Intelligence via xPlore 1.3 •  Private Cloud Deployment via xMS
  8. 8. 8© Copyright 2013 EMC Corporation. All rights reserved. Upgrade for xCP 2.0: Business User Productivity Personalized and Role Based Information Views Rich and Flexible Layouts All Available Information In Context Rich in Context Analytics
  9. 9. 9© Copyright 2013 EMC Corporation. All rights reserved. Upgrade for xCP 2.0: Solution Developer Productivity Integrated Analytics and Discovered Metadata Flexible UI Composition Data Services and Data Driven UI Model Complex Business Processes Information Modeling and Relationships
  10. 10. 10© Copyright 2013 EMC Corporation. All rights reserved. Upgrade for xCP 2.0: Mobile Devices Safari on iPad supported
  11. 11. 11© Copyright 2013 EMC Corporation. All rights reserved. Documentum Support Timeline Standard Support Extended Support Today   D  6.5  -­‐  Extended   01-­‐Sep-­‐12  -­‐  31-­‐Aug-­‐14   D  6.5  -­‐  Standard   31-­‐Jul-­‐08  -­‐  31-­‐Aug-­‐12   D  6.6  -­‐  Extended   01-­‐Jul-­‐14  -­‐  30-­‐Jun-­‐16   D  6.6  -­‐  Standard   15-­‐Jun-­‐10  -­‐  30-­‐Jun-­‐14   D  6.7  -­‐  Extended   01-­‐May-­‐15  -­‐  30-­‐Apr-­‐17   D  6.7  -­‐  Standard   29-­‐Apr-­‐11  -­‐  30-­‐Apr-­‐15   D7.0  -­‐  Extended   01-­‐Dec-­‐15  -­‐  30-­‐Nov-­‐17   D7.0    -­‐  Standard   21-­‐Nov-­‐12  -­‐  30-­‐Nov-­‐15   D  7.1  -­‐  Extended    Q4  2016  –  Q4  2018   D  7.1  -­‐  Standard    Q4  2013  –  Q4  2016   EMC makes no representation and undertakes no obligations with regard to product planning information, anticipated product characteristics, performance specifications, or anticipated release dates (collectively, “Roadmap Information”). Roadmap Information is provided by EMC as an accommodation to the recipient solely for purposes of discussion and without intending to be bound thereby, and is subject to change without notice. D  6.0  -­‐  Extended    01-­‐Sep-­‐12  -­‐  31-­‐Aug-­‐13   D  6.0  -­‐  Standard   21-­‐Aug-­‐08  -­‐  31-­‐Aug-­‐11  
  12. 12. 12© Copyright 2013 EMC Corporation. All rights reserved. Best Practices © Copyright 2013 EMC Corporation. All rights reserved. 12 Planning your Upgrade Tools and Programs Scenarios •  EMC Professional Services Migration Assessment •  Upgrade vs. Migration •  Private Cloud •  OnDemand •  Decoupling Clients from Platform •  Leap Frogging •  Multistage Acceptance •  Client Pathways •  Upgrade Phases •  xMS for Rapid Provisioning •  EMC Migration Appliance •  Rapid Success Programs and Early Adopter Programs
  13. 13. 13© Copyright 2013 EMC Corporation. All rights reserved. Limited Time Available through August 2013 FREE, one-week Migration Assessment from EMC IIG Professional Services •  Deployment Analysis •  Optimal upgrade/migration path •  Focus in on key applications and complex transitions for your enterprise How to Upgrade: EMC Migration Assessment
  14. 14. 14© Copyright 2013 EMC Corporation. All rights reserved. Terminology: Upgrade vs Migration •  Update Documentum products •  May be “in-place” or move to new hardware (physical/virtual)Upgrade •  Move Content or Services to new Infrastructure, possibly to the Cloud •  Transform or restructure Content and Metadata •  More Planning and Time Migration
  15. 15. 15© Copyright 2013 EMC Corporation. All rights reserved. Transformation Strategy •  Virtualized Data Center •  Leverage resources across your enterprise •  Balance architecture against business demands Consider Private Cloud
  16. 16. 16© Copyright 2013 EMC Corporation. All rights reserved. •  Predictable and repeatable implementations with automated, policy-based provisioning (xMS) •  Blueprints simplify deployments and reduce configuration errors •  Rapid provisioning of Documentum products •  Optimized for the private cloud •  Integrated system monitoring Private Cloud – Deploy up to 10x faster
  17. 17. 17© Copyright 2013 EMC Corporation. All rights reserved. excellence with enterprise manageability Operational on business requirements Focus deployment with confidence Solution Proven TCO reduction 30% 60% -
  18. 18. 18© Copyright 2013 EMC Corporation. All rights reserved. Best Practices © Copyright 2013 EMC Corporation. All rights reserved. 18 Planning your Upgrade Tools and Programs Scenarios •  EMC Professional Services Migration Assessment •  Upgrade vs. Migration •  Private Cloud •  OnDemand •  Decoupling Clients from Platform •  Leap Frogging •  Multistage Acceptance •  Client Pathways •  Upgrade Phases •  xMS for Rapid Provisioning •  EMC Migration Appliance •  Rapid Success Programs and Early Adopter Programs
  19. 19. 19© Copyright 2013 EMC Corporation. All rights reserved. Development Staging Production High Availability Automatically provision & configure Documentum and xCP implementations … using EMC recommended best practices With built-in and pre-configured VMware Hyperic monitoring D7.0 and xCP 2.0 blueprints Windows Content Server xPlore tcServer Windows Windows VMware Template Provisioned Virtual Environment xCelerated Management System (xMS) 1.0
  20. 20. 20© Copyright 2013 EMC Corporation. All rights reserved. Documentum Enterprise Migration Appliance (EMA) Ÿ  Traditional API-based migration tools: –  Bound by Documentum Business and Security rules –  Export-Import cycle may require long engagements Ÿ  EMA: New approach to migration –  VMware appliance plus a methodology –  1.2+ million documents / hour EMC makes no representation and undertakes no obligations with regard to product planning information, anticipated product characteristics, performance specifications, or anticipated release dates (collectively, “Roadmap Information”). Roadmap Information is provided by EMC as an accommodation to the recipient solely for purposes of discussion and without intending to be bound thereby, and is subject to change without notice. EMC CONFIDENTIAL — INTERNAL USE ONLY
  21. 21. 21© Copyright 2013 EMC Corporation. All rights reserved. EMA – Major Use Cases DCM to D2 LS Customer wants to migrate a legacy DCM application (and data) to D2 LS solution OnDemand and Cloning Customer wants to move from on-prem to off-prem; or wants to clone and upgrade a repository Consolidation Customer wants to consolidate their repository footprint, combining smaller repositories together
  22. 22. 22© Copyright 2013 EMC Corporation. All rights reserved. EMC Documentum 7.0 Rapid Success Program (D7RSP) Participant Profile: •  Must be an existing EMC customer, partner or employee •  Must be planning to move to D7 by end of year •  Must secure and commit resources to support the project •  Provide reference upon successful deployment Customer Benefits: •  Upgrade Assessment •  Accelerate your upgrade or migration to D7 •  Receive Enhanced Program Support from EMC D7 team •  Share best practices in weekly usergroup forum Space is Limited Register Online by: May 17, 2013 http://bit.ly/D70RSP For more information, please contact deployment_programs@emc.com
  23. 23. 23© Copyright 2013 EMC Corporation. All rights reserved. Partner Migration Tools Ÿ  Large EMC Partner ecosystem (over 100 partners) which can also help with migrations and upgrades Ÿ  Examples: fme AG •  EMC Certified Solution called migration-center •  Highly automated, Do-It-Yourself solution, Multiple data sources •  Large volume document migrations without interruption of normal business operations euroscript •  Documentum Select Services Team (SST) partner •  Proven expertise in D2 and Documentum product stack •  DC Map (Document Client Migration Assessment Plan)
  24. 24. 24© Copyright 2013 EMC Corporation. All rights reserved. Best Practices © Copyright 2013 EMC Corporation. All rights reserved. 24 Planning your Upgrade Tools and Programs Scenarios •  EMC Professional Services Migration Assessment •  Upgrade vs. Migration •  Private Cloud •  OnDemand •  Decoupling Clients from Platform •  Leap Frogging •  Multistage Acceptance •  Client Pathways •  Upgrade Phases •  xMS for Rapid Provisioning •  EMC Migration Appliance •  Rapid Success Programs and Early Adopter Programs
  25. 25. 25© Copyright 2013 EMC Corporation. All rights reserved. D6.7 Platform Decoupled Clients for Flexible Upgrades D7 Platform D6.7 SP2 Client •  6.7SP2 clients are compatible with D7 Content Server •  Upgrade client and server technologies separately •  Protect your client investments and maintain your current user experience •  Upgrade to D7 platform to take advantage of TCO and other improvements Clients Decoupled from Platform Versions
  26. 26. 26© Copyright 2013 EMC Corporation. All rights reserved. Content Server Compatibility
  27. 27. 27© Copyright 2013 EMC Corporation. All rights reserved. D6.7 Platform Phased Upgrade Path to D7 6.7SP1 Client Upgrade Clients to 6.7 SP2 •  Available in Q1 2013 •  Webtop certification for D7 6.7SP2 Client xCP 1.6 SP2 (6.7 SP2)
  28. 28. 28© Copyright 2013 EMC Corporation. All rights reserved. D6.7 Platform Phased Upgrade Path to D7 6.7SP1 Client D7 Platform 6.7SP2 Client xCP 1.6 SP2 (6.7 SP2) Upgrade Platform to D7 •  Directly upgrade Content Server from 6.5, 6.6 or 6.7 to 7.0 Upgrade Clients to 6.7 SP2 •  Available in Q1 2013 •  Webtop certification for D7
  29. 29. 29© Copyright 2013 EMC Corporation. All rights reserved. D6.7 Platform Phased Upgrade Path to D7 6.7SP1 Client D7 Platform 6.7SP2 Client XCP 2.0 xCP 1.6 SP2 (6.7 SP2) D2 4.1 Upgrade Clients to 6.7 SP2 * •  Available in Q1 2013 •  Webtop certification for D7 * 6.7 SP2 clients can not access xCP 2.0 data Add New Client Solutions •  Transition users to new solutions based upon D2 or XCP 2.0 Upgrade Platform to D7 •  Directly upgrade Content Server from 6.5, 6.6 or 6.7 to 7.0
  30. 30. 30© Copyright 2013 EMC Corporation. All rights reserved. Coexistence of Clients with xCP 2.0 D7 Platform Webtop 6.7 SP2 •  xCP 2.0 and 6.7 SP2 clients can run Side by Side •  BUT xCP 2.0 and 6.7 SP2 clients can not share data •  Interoperability will be available with Type Adoption in xCP 2.1 No need to migrate your client if you don’t need to! TaskSpace 6.7 SP2 D2 4.1 xCP 2.0 EMC makes no representation and undertakes no obligations with regard to product planning information, anticipated product characteristics, performance specifications, or anticipated release dates (collectively, “Roadmap Information”). Roadmap Information is provided by EMC as an accommodation to the recipient solely for purposes of discussion and without intending to be bound thereby, and is subject to change without notice. EMC CONFIDENTIAL — INTERNAL USE ONLY
  31. 31. 31© Copyright 2013 EMC Corporation. All rights reserved. 2013   Jan   Feb   Mar   Apr   May   Jun   Jul   Aug   Sep   Oct   Nov   Dec   2013   Today   Q4/  2013   November  2013   6.7  SP2   February  2013   Webtop 6.7 SP2 TaskSpace 6.7 Sp2 Digital Asset Manager 6.5 SP6 Media Workspacee 6.5 SP5 WebPublisher 6.5 SP7 CenterStage 1.2 SP2 More Client Support for D7 EMC makes no representation and undertakes no obligations with regard to product planning information, anticipated product characteristics, performance specifications, or anticipated release dates (collectively, “Roadmap Information”). Roadmap Information is provided by EMC as an accommodation to the recipient solely for purposes of discussion and without intending to be bound thereby, and is subject to change without notice. EMC CONFIDENTIAL — INTERNAL USE ONLY
  32. 32. 32© Copyright 2013 EMC Corporation. All rights reserved. Leap Frog Upgrades 6.5 6.6 6.7 7.0 Content Server Installer supports in-place upgrades from 6.5 to 7.0
  33. 33. 33© Copyright 2013 EMC Corporation. All rights reserved. Multistage Acceptance Reduce Downtime 6.7 7.x 1.  Build New System in Parallel 2.  Test Content Migration •  Content Migration (or In Place Upgrade) •  Multipass Database Upgrade and Validation •  User Acceptance 3. System swap in quiet period
  34. 34. 34© Copyright 2013 EMC Corporation. All rights reserved. Upgrade & Migration Approaches Side by Side Minimum Impact Separate Solutions Separate Data Maintain Current Solutions Enable New Technology for New Solutions Strategies to reduce business impact while consolidating resources
  35. 35. 35© Copyright 2013 EMC Corporation. All rights reserved. Upgrade & Migration Approaches Strategies to reduce business impact while consolidating resources Content Interop Transitional Different Activities Same Data Augment or Facilitate Existing Solutions Clear User or Application Definitions
  36. 36. 36© Copyright 2013 EMC Corporation. All rights reserved. Upgrade & Migration Approaches Strategies to reduce business impact while consolidating resources Content Interop Transitional Different Activities Same Data Extend or Facilitate Existing Solutions Clear User or Application Definitions
  37. 37. 37© Copyright 2013 EMC Corporation. All rights reserved. Upgrade & Migration Approaches Strategies to reduce business impact while consolidating resources Migration Disruptive Replace Existing Solutions New Technology capabilities align with Business Need
  38. 38. 38© Copyright 2013 EMC Corporation. All rights reserved. New Client Decision: D2 and/or xCP? Criteria   D2   xCP   What technology to consider from Webtop? Common customizations •  Menu configuration, search screens, property screens, pick lists, naming rules, filing rules, pre and post document import processing, etc. Coded custom functionality •  Custom application layout, business processes, custom business logic that needs to be surfaced to the user interface Business problem   Controlled documents Content distribution   Process-centric Information intensive   User experience   Configured User-Personalizable   Custom   Out-of-the-box client   Yes   No   Core functionality   Content / virtual documents / advanced publishing Basic workflow Regulatory (document control)   Business processes Case Management Analytics/Dashboards   Documentum Platform Compatibility Version 6.7 and 7.0 xCP 1.6 for 6.7 and 7.0 xCP 2.0 for 7.0
  39. 39. 39© Copyright 2013 EMC Corporation. All rights reserved. Content Server/xPlore Compatibility 6.6 6.7 6.7SP1 6.7SP2 D7 xPlore 1.1 Yes Yes xPlore 1.2 Yes Yes Yes Yes Yes xPlore 1.3 Yes Yes Yes Yes Yes •  Upgrade from 1.0 to 1.3, requires re-indexing of content •  Upgrade from 1.1 or 1.2 to 1.3 does not require re-index
  40. 40. 40© Copyright 2013 EMC Corporation. All rights reserved. Additional Challenges •  Work to remove customizations using configurability •  Rebuild essential customizations in D2/xCP 2.0 Customizations •  3rd Party System Integrations, DRL references, WCM Object ID Retention •  Some workflows may need to be closed out •  Or run old/new clients in parallel Running Workflows •  Docbasic scripts (32bit to 64bit)Recompilation •  3DES to AES •  Asynchronous update job Content Encryption
  41. 41. 41© Copyright 2013 EMC Corporation. All rights reserved. Phases of an Documentum Upgrade Ÿ  Documentum upgrade is best accomplished using the following phased approach –  Planning phase –  Development phase –  Testing phase –  Production phase
  42. 42. 42© Copyright 2013 EMC Corporation. All rights reserved. Development Environment Practices 1.  Install the new version of products 2.  Gain familiarity with new features and performance aspects of the release 3.  Determine steps needed to migrate customizations 4.  Test customizations in the new test installation 5.  Ensure that the right hardware resources are available
  43. 43. 43© Copyright 2013 EMC Corporation. All rights reserved. Practicing the Upgrade Ÿ  Practice with Test / Development Environment Ÿ  Practice with a cloned system to avoid the unexpected –  Test applications and customizations against realistic data –  Timing information –  Errors due to consistency issues –  Familiarity with the upgrade procedure for backups, installations, upgrades and restores
  44. 44. 44© Copyright 2013 EMC Corporation. All rights reserved. Repository Consistency Checker Ÿ  Examines Docbase metadata for inconsistencies –  Users & Groups - Workflow –  ACLs - Types –  Sysobjects - Data Dictionary –  Folders and Cabinets - Lifecycle –  Documents & Content Objects Ÿ  Issues “Warning” for Referential Integrity type problems Ÿ  Issues “Error” for corruptions Ÿ  Contact Technical Support/Powerlink for resolutions
  45. 45. 45© Copyright 2013 EMC Corporation. All rights reserved. Testing the Upgrade Ÿ  Include test cases to validate the following –  Jobs –  Basic Administration –  Workflows –  Method Server –  UCF content operations –  ACS –  BOCS –  SBOs download and compatibility –  Fulltext indexing and search –  Custom functionality Ÿ  Involve users in testing as early as possible
  46. 46. 46© Copyright 2013 EMC Corporation. All rights reserved. Testing Phase Ÿ  During the testing phase, you will –  Test that the various products and hardware and software infrastructure work as a system –  Engage some of the stakeholders to use the system as they normally would in production –  Conduct targeted testing and benchmarks for any known risk areas –  Test and document the upgrade process
  47. 47. 47© Copyright 2013 EMC Corporation. All rights reserved. Production Phase Ÿ  Tweak the hardware environment based on what was learned through testing Ÿ  Ensuring that all automatic tasks are complete before upgrading Ÿ  Perform the production system upgrade Ÿ  Test the upgraded production system
  48. 48. 48© Copyright 2013 EMC Corporation. All rights reserved. Next Steps Ÿ  Visit the EMC Community Network –  Learn more about how EMC customers are using the latest releases Ÿ  Momentum @ EMC World 2013 –  Migration/Upgrade track (5 sessions) ▪  EMC Migration Appliance (e.g., Webtop to D2, DCM to D2 Life Sciences) ▪  D7 and xCP migration and upgrades ▪  Move to OnDemand Ÿ  Contact your solutions principal about the free Migration Assessment Ÿ  Complete the upgrade survey (next page)
  49. 49. 49© Copyright 2013 EMC Corporation. All rights reserved. When are you upgrading to D7? Tell us your plans, take a quick survey and win some prizes! Momentum Lounge: Visit Social Media Center http://bitly.com/dctmsurvey Open only to residents of the 50 United States and D.C., and Canada (excluding Quebec). Online entries deadline: May 25, 2013 11:59:59 PM Pacific Time Mail-in entries: May 27, 2013 Prize Announcement: May 31, 2013 For Official Rules: https://community.emc.com/docs/DOC-23959 EMC CONFIDENTIAL — INTERNAL USE ONLY
  50. 50. 50© Copyright 2013 EMC Corporation. All rights reserved. STAY IN TOUCH! emcMMTM emcDocumentum Syncplicity emcDocSciences emcCaptiva EmcSoftware emc-mmtm EMC_Momentum EMC_Documentum Syncplicity EMC_Captiva EMC_DocSciences go/MomentumECM go/Documentum emc_iig facebook.com/ youtube.com/ linkd.in/ twitter.com/ community.emc.com/slideshare.net/ Come to the Social Media Center to play, win, learn and more.
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