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Migrating from eRoom to
SharePoint, a success s...
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Huge thanks to my “sponsors & partners”! 
Premium community conference on Microsoft technologies itcampro@ itcamp14#
• Context
• Assessment
• Start the game
• Singl...
Premium community conference on Microsoft technologies itcampro@ itcamp14#
CONTEXT AND MOTIVATION
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• Success consists of going from failure to
fai...
Premium community conference on Microsoft technologies itcampro@ itcamp14#
• New platforms vs. Old platforms
• Future vs. ...
Premium community conference on Microsoft technologies itcampro@ itcamp14#
• What eRoom is?
– EMC Corporation
– eRoom Tech...
Premium community conference on Microsoft technologies itcampro@ itcamp14#
• 2Connect
–SharePoint 2010 Enterprise platform...
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ASSESSMENT
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• Bidirectional approach
–Managerial strategy
f...
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• Self – service
Assessment
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START THE GAME
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Start the game
Premium community conference on Microsoft technologies itcampro@ itcamp14#
Start the game
• ~ 2TB data
• 766 sites
• ~ 400...
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• eRoom structure
–Community
• Facility
– Room
...
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Start the game
• Folder Names and File Names li...
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Start the game
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SINGLE POINT OF MANAGEMENT
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Single Point of Management
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=IF(AND([Step1: Clean
up]="Done!",Workshop="Yes...
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• Registration for workshops
– List with second...
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TECHNICAL ASPECTS
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• Issues in Migrating complex databases
–Attach...
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• DataBase structure
–Mapping files between rec...
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Technical aspects
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REPORTING AND CLOSING STEPS
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Reporting and closing steps
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Reporting and closing steps
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• GLIT/Tieto Team
–Marian Hanganu - http://blog...
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• www.emc.com
• http://office.microsoft.com/en-...
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Q & A
Success consists of going from failure to...
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Migrating from eRoom to SharePoint, A Success Story (Valy Greavu)

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Important amounts of information are circulating in big companies in order to conduct current tactical or strategic operations. Information systems implemented have a life cycle that provides functionality for a long time. However, from time to time current systems run outdated technology, so they must be replaced with others that provide more flexibility and functionality. The challenge is to ensure the transfer of data, information and functionality from an old system to another.

The subject of this presentation is to expose a success story in migrating data and information within the company OMV/Petrom, which involved the transfer of information content of the eRoom document management system to SharePoint 2010.

We detail the design stages of migration, triggering the process, its performance and the effective closure of the old platform. Each stage has a certain specific technical and managerial course also incidents that were successfully overcome in a project conducted over a year.

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Migrating from eRoom to SharePoint, A Success Story (Valy Greavu)

  1. 1. Premium community conference on Microsoft technologies itcampro@ itcamp14# Migrating from eRoom to SharePoint, a success story Valy Greavu, MVP, Green Light, valygreavu.com, @valygreavu
  2. 2. Premium community conference on Microsoft technologies itcampro@ itcamp14# Huge thanks to my “sponsors & partners”! 
  3. 3. Premium community conference on Microsoft technologies itcampro@ itcamp14# • Context • Assessment • Start the game • Single Point of Management • Change management • Technical aspects • Reporting and closing steps Agenda (200)
  4. 4. Premium community conference on Microsoft technologies itcampro@ itcamp14# CONTEXT AND MOTIVATION
  5. 5. Premium community conference on Microsoft technologies itcampro@ itcamp14# • Success consists of going from failure to failure without loss of enthusiasm. (Winston Churchill) Context and motivation
  6. 6. Premium community conference on Microsoft technologies itcampro@ itcamp14# • New platforms vs. Old platforms • Future vs. Past • Learning a defunct technology • ? -> HTML • ? -> XML • Mainframe -> PC -> Cloud • RDB -> File Server -> Web -> XML • Main goal> Go down a platform Context and motivation
  7. 7. Premium community conference on Microsoft technologies itcampro@ itcamp14# • What eRoom is? – EMC Corporation – eRoom Technology + Documentum • collaborative software • audit management • deal management • customer management • project management Context and motivation
  8. 8. Premium community conference on Microsoft technologies itcampro@ itcamp14# • 2Connect –SharePoint 2010 Enterprise platform Context and motivation
  9. 9. Premium community conference on Microsoft technologies itcampro@ itcamp14# ASSESSMENT
  10. 10. Premium community conference on Microsoft technologies itcampro@ itcamp14# • Bidirectional approach –Managerial strategy for project vision –Technical strategy for project running Assessment
  11. 11. Premium community conference on Microsoft technologies itcampro@ itcamp14# • Self – service Assessment
  12. 12. Premium community conference on Microsoft technologies itcampro@ itcamp14# START THE GAME
  13. 13. Premium community conference on Microsoft technologies itcampro@ itcamp14# Start the game
  14. 14. Premium community conference on Microsoft technologies itcampro@ itcamp14# Start the game • ~ 2TB data • 766 sites • ~ 400 Migration leaders • ~ 6 months • ~ 3 technical staff • 1 inbox
  15. 15. Premium community conference on Microsoft technologies itcampro@ itcamp14# • eRoom structure –Community • Facility – Room » Folder • Files • Databases • files » Databases • Folders • Files • Files Start the game
  16. 16. Premium community conference on Microsoft technologies itcampro@ itcamp14# Start the game • Folder Names and File Names limitations –" # % & * : < > ? / { | } ~ –File names > 128 characters –Period character (.) usage –period character consecutively "file..name.docx" –period character at the end of a file name –start a file name with the period character
  17. 17. Premium community conference on Microsoft technologies itcampro@ itcamp14# Start the game
  18. 18. Premium community conference on Microsoft technologies itcampro@ itcamp14# SINGLE POINT OF MANAGEMENT
  19. 19. Premium community conference on Microsoft technologies itcampro@ itcamp14# Single Point of Management
  20. 20. Premium community conference on Microsoft technologies itcampro@ itcamp14# =IF(AND([Step1: Clean up]="Done!",Workshop="Yes",[Step2: New 2connect]="Done!",[Step3: Move content]="Done!",[Step4: Verify content]="Done!",[Step5: Permissions]="Done!",[Step6: Feedback]="Yes"),1,(IF(AND([Step1: Clean up]="Done!",Workshop="Yes",[Step2: New 2connect]="Done!",[Step3: Move content]="Done!",[Step4: Verify content]="Done!",[Step5: Permissions]="Done!"),0.9,(IF(AND([Step1: Clean up]="Done!",Workshop="Yes",[Step2: New 2connect]="Done!",[Step3: Move content]="Done!",[Step4: Verify content]="Done!"),0.8,(IF(AND([Step1: Clean up]="Done!",Workshop="Yes",[Step2: New 2connect]="Done!",[Step3: Move content]="Done!"),0.7,(IF(AND([Step1: Clean up]="Done!",Workshop="Yes",[Step2: New 2connect]="Done!"),0.4,(IF(AND([Step1: Clean up]="Done!",Workshop="Yes"),0.25,(IF(Workshop="Y es",0.1,0))))))) =IF(OR([Final state]="To be deleted",[Final state]="Migrated"),1, IF(Workshop="Yes",0.1,0)+ IF([Step1: Clean up]="Done!",0.15,0)+ IF([Step2: New 2connect]="Done!",0.15,0)+ IF([Step3: Move content]="Done!",0.25,0)+ IF([Step4: Verify content]="Done!",0.15,0)+ IF([Step5: Permissions]="Done!",0.15,0)+ IF([Step6: Feedback]="Yes",0.05,0)) Single Point of Management
  21. 21. Premium community conference on Microsoft technologies itcampro@ itcamp14# • Registration for workshops – List with secondary data source – Calculated values for Free Seats • xdXDocument:GetDOM("Workshops")/dfs:myFields/df s:dataFields/d:SharePointListItem_RW/d:Seats[../d:Titl e = xdXDocument:get- DOM()/dfs:myFields/dfs:dataFields/my:SharePointListI tem_RW/my:Title] - count(xdXDocument:GetDOM("eRoomWS")/dfs:myFie lds/dfs:dataFields/d:SharePointListItem_RW/d:Title[. = xdXDocument:get- DOM()/dfs:myFields/dfs:dataFields/my:SharePointListI tem_RW/my:Title]) Single Point of Management
  22. 22. Premium community conference on Microsoft technologies itcampro@ itcamp14# TECHNICAL ASPECTS
  23. 23. Premium community conference on Microsoft technologies itcampro@ itcamp14# • Issues in Migrating complex databases –Attached files –Attached folders –Creating folders in lists/name/Attachments Technical aspects
  24. 24. Premium community conference on Microsoft technologies itcampro@ itcamp14# • DataBase structure –Mapping files between records –WebDav issues in Windows 7 –AnyClient –All files from an eroom into the same folder –Complex database structure Technical aspects
  25. 25. Premium community conference on Microsoft technologies itcampro@ itcamp14# Technical aspects
  26. 26. Premium community conference on Microsoft technologies itcampro@ itcamp14# REPORTING AND CLOSING STEPS
  27. 27. Premium community conference on Microsoft technologies itcampro@ itcamp14# Reporting and closing steps
  28. 28. Premium community conference on Microsoft technologies itcampro@ itcamp14# Reporting and closing steps
  29. 29. Premium community conference on Microsoft technologies itcampro@ itcamp14# • GLIT/Tieto Team –Marian Hanganu - http://blog.salesman- pride.com/ –Thomas Trooper – Austria • OMV/Petrom Team Credits
  30. 30. Premium community conference on Microsoft technologies itcampro@ itcamp14# • www.emc.com • http://office.microsoft.com/en- us/sharepoint/ • www.itgreenlight.com • www.omv.com • www.metalogix.com • valygreavu.com Additional information
  31. 31. Premium community conference on Microsoft technologies itcampro@ itcamp14# Q & A Success consists of going from failure to failure without loss of enthusiasm. (Winston Churchill)

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