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OOo Migration
Some methodological considerations on
migrating a medium size Municipality
to OpenOffice.org
    Massimo Carnevali
   Municipality of Bologna
       ICT Manager              Wednesday 4 November
Agenda
   ●   Who ?




Massimo Carnevali   OOo Migration   Slide 2
Agenda
   ● Who ?
   ● What ?




Massimo Carnevali   OOo Migration   Slide 3
Agenda
   ● Who ?
   ● What ?


   ● Where ?




Massimo Carnevali   OOo Migration   Slide 4
Agenda
   ● Who ?
   ● What ?


   ● Where ?


   ● Why ?




Massimo Carnevali   OOo Migration   Slide 5
Agenda
   ● Who ?                     ●    Why not ?
   ● What ?


   ● Where ?


   ● Why ?




Massimo Carnevali   OOo Migration               Slide 6
Agenda
   ● Who ?                     ● Why not ?
   ● What ?                    ● How ?


   ● Where ?


   ● Why ?




Massimo Carnevali   OOo Migration            Slide 7
Agenda
   ● Who ?                     ● Why not ?
   ● What ?                    ● How ?


   ● Where ?                   ● Then ?


   ● Why ?




Massimo Carnevali   OOo Migration            Slide 8
Who ?
  ● Municipality of Bologna (ICT
    Department)
  ● University of Bologna (Computer


    Science Department)
  ● Yacme




Massimo Carnevali   OOo Migration   Slide 9
Who ?
  ●   Municipality of Bologna
      ●   3600 PCs
      ●   65 locations
      ●   About 600 applications based on:
           ● Web


           ● IBM Lotus Domino


           ● IBM Mainframe


           ● SAP




Massimo Carnevali    OOo Migration           Slide 10
What ?
  ●   Move 3600 PCs from MS Office 97
      to OpenOffice.org 2.4.2
      ●   1800 Full migrations
      ●   900 Partial migrations (Office 97 remains but
          it's “hidden”)
      ●   900 Coexistence
  ●   Completion status at 10/2009:
      80%

Massimo Carnevali      OOo Migration               Slide 11
Where ?




Massimo Carnevali   OOo Migration   Slide 12
Why ?
            MS Office 97 End Of Life

                      Next ?

Proprietary Solution vs Open Solution



Massimo Carnevali   OOo Migration      Slide 13
Why ?
  ●   Open Solution = OpenOffice.org
      ●   Cost saving
      ●   Resources shift to local IT operators
           ● Which both lead to politicians


      ●   Being part of a community
      ●   Data durability
      ●   Unlocking from vendor
      ●   We believe in it !



Massimo Carnevali       OOo Migration             Slide 14
Why not ?
  ●   Complexity
  ●   Blocking applications
  ●   Smart users → complex macros
  ●   Niche environments
  ●   Bad formatting (tables, filters ...)
  ●   Fear of change


Massimo Carnevali   OOo Migration            Slide 15
How ?
104 Fundamental concepts:
   1. Widely share your project model
   2. Sink the ships
   3. Push hard the first 100 days
   4. The “end point” is the “human being” not the
     computer (“I want to do the same stuff, more or
     less, the same way”)
   5. ...




Massimo Carnevali   OOo Migration               Slide 16
How ?
  Communicate, Communicate, Communicate,
  Communicate, Communicate, Communicate,
  Communicate, Communicate, Communicate,
  Communicate, Communicate, Communicate,
  Communicate, Communicate, Communicate, Communicate,
  Communicate, Communicate, Communicate,                                        Communicate, Communicate,

  Communicate, Communicate, Communicate, Communicate,                                     Communicate, Communicate, Communicate,


  Communicate, Communicate, Communicate, Communicate,                Communicate,   Communicate,   Communicate, Communicate,   Communicate,   Communicate,




  Communicate,   Communicate,   Communicate, Communicate,




Massimo Carnevali                                           OOo Migration                                                                Slide 17
How ?
  Communicate
      ●   Before doing things
      ●   UP, to the management
      ●   DOWN, to the user
      ●   Explain how to find help (more important than
          actually giving help) :-)
      ●   Give a strong message of improvement not
          of cost saving



Massimo Carnevali      OOo Migration               Slide 18
How ? - Step 1
 Seeding (March – September 2008)
      ●   3 days of brainwashing for 70 “Technical leaders”
          ●   Manuals, documentation and software for everyone
          ●   Go to the field and play
      ●   Teach to Teachers
          ●   For the internal education department
      ●   Focused communication
          ●   Managers
          ●   Politicians
          ●   Users
          ●   Mass advertising


Massimo Carnevali          OOo Migration                     Slide 19
How ? - Step 1 and a half
  Technicalities (March – Sept. 2008)
      ●   Re-packaging
          ●   Compatibility – Usability - Marketing
      ●   Distribution
          ●   Install in new PCs (corporate master)
          ●   OCS Inventory NG – CMDBuild
      ●   Get ready for formatting problems (on demand)
          ●   Viewers
          ●   Conversion process




Massimo Carnevali           OOo Migration             Slide 20
How ? - Step 2
Pilot (October – November 2008)
   ●   Don't pilot in the ICT Department !
   ●   Culture Department
       ●   Open minded users
       ●   Aware of their IT knowledge limitations
       ●   Smart IT contact inside the department
   ●   500 PCs → 75% full migration
   ●   Positive feedback from users
   ●   Lessons learned



Massimo Carnevali          OOo Migration             Slide 21
How ? - Step 3
  GO ! (2009)
      ●   Replace internal education
      ●   Sink MS Office where possible, hide it where you
          can't, coexist only if there are blocking constraints
      ●   Give support:
          ●   Informal (IT referents, phone calls, Federica)
          ●   Formal (OTRS already in place to handle tickets, a new
              OpenOffice.org queue added)
      ●   Nearly done (80%)




Massimo Carnevali           OOo Migration                       Slide 22
Then ?
  ●   Application evolution/replacement →
      remove MS Office dependencies →
      complete total migration
  ●   Move from OpenOffice.org 2.4.2 to 3.x →
      BIG problem → uninstall & reinstall →
      BAD
  ●   Find a new job




Massimo Carnevali   OOo Migration           Slide 23
Thanks !
    progettoopenoffice@comune.bologna.it




Massimo Carnevali    OOo Migration         Slide 24

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Open Office Project at Comune di Bologna

  • 1. OOo Migration Some methodological considerations on migrating a medium size Municipality to OpenOffice.org Massimo Carnevali Municipality of Bologna ICT Manager Wednesday 4 November
  • 2. Agenda ● Who ? Massimo Carnevali OOo Migration Slide 2
  • 3. Agenda ● Who ? ● What ? Massimo Carnevali OOo Migration Slide 3
  • 4. Agenda ● Who ? ● What ? ● Where ? Massimo Carnevali OOo Migration Slide 4
  • 5. Agenda ● Who ? ● What ? ● Where ? ● Why ? Massimo Carnevali OOo Migration Slide 5
  • 6. Agenda ● Who ? ● Why not ? ● What ? ● Where ? ● Why ? Massimo Carnevali OOo Migration Slide 6
  • 7. Agenda ● Who ? ● Why not ? ● What ? ● How ? ● Where ? ● Why ? Massimo Carnevali OOo Migration Slide 7
  • 8. Agenda ● Who ? ● Why not ? ● What ? ● How ? ● Where ? ● Then ? ● Why ? Massimo Carnevali OOo Migration Slide 8
  • 9. Who ? ● Municipality of Bologna (ICT Department) ● University of Bologna (Computer Science Department) ● Yacme Massimo Carnevali OOo Migration Slide 9
  • 10. Who ? ● Municipality of Bologna ● 3600 PCs ● 65 locations ● About 600 applications based on: ● Web ● IBM Lotus Domino ● IBM Mainframe ● SAP Massimo Carnevali OOo Migration Slide 10
  • 11. What ? ● Move 3600 PCs from MS Office 97 to OpenOffice.org 2.4.2 ● 1800 Full migrations ● 900 Partial migrations (Office 97 remains but it's “hidden”) ● 900 Coexistence ● Completion status at 10/2009: 80% Massimo Carnevali OOo Migration Slide 11
  • 12. Where ? Massimo Carnevali OOo Migration Slide 12
  • 13. Why ? MS Office 97 End Of Life Next ? Proprietary Solution vs Open Solution Massimo Carnevali OOo Migration Slide 13
  • 14. Why ? ● Open Solution = OpenOffice.org ● Cost saving ● Resources shift to local IT operators ● Which both lead to politicians ● Being part of a community ● Data durability ● Unlocking from vendor ● We believe in it ! Massimo Carnevali OOo Migration Slide 14
  • 15. Why not ? ● Complexity ● Blocking applications ● Smart users → complex macros ● Niche environments ● Bad formatting (tables, filters ...) ● Fear of change Massimo Carnevali OOo Migration Slide 15
  • 16. How ? 104 Fundamental concepts: 1. Widely share your project model 2. Sink the ships 3. Push hard the first 100 days 4. The “end point” is the “human being” not the computer (“I want to do the same stuff, more or less, the same way”) 5. ... Massimo Carnevali OOo Migration Slide 16
  • 17. How ? Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Communicate, Massimo Carnevali OOo Migration Slide 17
  • 18. How ? Communicate ● Before doing things ● UP, to the management ● DOWN, to the user ● Explain how to find help (more important than actually giving help) :-) ● Give a strong message of improvement not of cost saving Massimo Carnevali OOo Migration Slide 18
  • 19. How ? - Step 1 Seeding (March – September 2008) ● 3 days of brainwashing for 70 “Technical leaders” ● Manuals, documentation and software for everyone ● Go to the field and play ● Teach to Teachers ● For the internal education department ● Focused communication ● Managers ● Politicians ● Users ● Mass advertising Massimo Carnevali OOo Migration Slide 19
  • 20. How ? - Step 1 and a half Technicalities (March – Sept. 2008) ● Re-packaging ● Compatibility – Usability - Marketing ● Distribution ● Install in new PCs (corporate master) ● OCS Inventory NG – CMDBuild ● Get ready for formatting problems (on demand) ● Viewers ● Conversion process Massimo Carnevali OOo Migration Slide 20
  • 21. How ? - Step 2 Pilot (October – November 2008) ● Don't pilot in the ICT Department ! ● Culture Department ● Open minded users ● Aware of their IT knowledge limitations ● Smart IT contact inside the department ● 500 PCs → 75% full migration ● Positive feedback from users ● Lessons learned Massimo Carnevali OOo Migration Slide 21
  • 22. How ? - Step 3 GO ! (2009) ● Replace internal education ● Sink MS Office where possible, hide it where you can't, coexist only if there are blocking constraints ● Give support: ● Informal (IT referents, phone calls, Federica) ● Formal (OTRS already in place to handle tickets, a new OpenOffice.org queue added) ● Nearly done (80%) Massimo Carnevali OOo Migration Slide 22
  • 23. Then ? ● Application evolution/replacement → remove MS Office dependencies → complete total migration ● Move from OpenOffice.org 2.4.2 to 3.x → BIG problem → uninstall & reinstall → BAD ● Find a new job Massimo Carnevali OOo Migration Slide 23
  • 24. Thanks ! progettoopenoffice@comune.bologna.it Massimo Carnevali OOo Migration Slide 24