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CUST109: Continental –
Planning and Upgrading to
IBM Connections 4.5
Successfully
Carsten Frede, Continental AG
Martin Sch...
Speakers’ Profiles

@beaservices1

2
Agenda
Continental AG & Beck et al. Services GmbH
Background and Project Management
Successful Migration
Key Success Facto...
4
5
6
7
Beck et al. Services GmbH
Beck et al. Services is Premier IBM Business Partner.
Social Business Collaboration

Social Anal...
Agenda
Continental AG & Beck et al. Services GmbH
Background and Project Management
Successful Migration
Key Success Facto...
IBM Connections as the Social Media Platform for
Continental

10
History of IBM Connections within Continental AG
March 2012
Continental started the rollout of IBM Connections with versio...
Continental’s Internal Project Team
Corporate Communications (CC)

Human Resource (HR)

• Usability, style guide and user ...
IBM Connections Upgrade
Project Phases with Work Packages
Design

Plan

Collect Use Cases [IT]

Evaluate Use Cases [All]

...
IBM Connections Upgrade
Milestones & Timeline
04/13
Prototype
1st User Feedback
Group (UFG)
Techn. Preparation

12/11

05/...
The Objective: Complete the Upgrade

On time
In quality
On budget
Agenda
Continental AG & Beck et al. Services GmbH
Background and Project Management
Successful Migration
Key Success Facto...
Initial Situation & Challenges
Upgrade from IBM Connections 3.0 to target version 4.5 for the development, quality, and
pr...
Migrating IBM Connections is like building a house.
1st possible way of doing it.

18
Migrating IBM Connections is like building a house.
2nd possible way of doing it.

19
Design of Infrastructure
Quality Layer
Before

Load Balancer

Http Server

Node Server

Database Server

20

During

After
Design of Infrastructure
Production Layer
Before

Load Balancer

Http Server

Node Server

Database Server

21

During

Af...
Side-by-Side Migration Procedure
1. Installation
2. Test Data Migration
3. Configuration Migration
4. Customization Migrat...
Side-by-Side Migration Procedure
1. Installation
2. Test Data Migration
3. Configuration Migration
4. Customization Migrat...
Step 1: Installation
Goals
You know that the new instance works
You know how to test the functions and features

Procedure...
Side-by-Side Migration Procedure
1. Out of the Box Installation
2. Test Data Migration
3. Configuration Migration
4. Custo...
Step 2: Test Data Migration
Goals
You know that your new instance works fine with your productive data
You know how to tra...
Step 2: Test Data Migration
Step 2a: Database Migration
Options to move your database content from one database to the oth...
Step 2: Test Data Migration
Step 2a: Database Migration

Tip
Check database schema
– Create a reference database you can u...
Step 2: Test Data Migration
Step 2a: Database Migration

Tip
Disable notification settings
Copy the content during times w...
Step 2: Test Data Migration
Step 2a: Database Migration

Pitfalls
View validation: after re-enabling constraints, some vie...
Step 2: Test Data Migration
Step 2a: Database Migration

Pitfalls
Error in data copy tool (dbt.jar)

Increase your transac...
Step 2: Test Data Migration
Step 2b: Content Store Migration
All relevant folders are documented
– Copy only the folders t...
Step 2: Test Data Migration
Step 2b: Content Store Migration

Pitfalls
Activities files download
New function that activit...
Step 2: Test Data Migration
Step 2b: Content Store Migration

Pitfalls
Content store name has changed in Version 4.5 defau...
Side-by-Side Migration Procedure
1. Out of the Box Installation
2. Test Data Migration
3. Configuration Migration
4. Custo...
Step 3: Configuration Migration
Goal
Your new instance is working according to your needs

Procedure
Previously we used th...
Side-by-Side Migration Procedure
1. Out of the Box Installation
2. Test Data Migration
3. Configuration Migration
4. Custo...
Step 4: Customization Migration
Goal
You know that all your configurations and customizations work with the migrated data
...
Step 4: Customization Migration
Example: Ideation Blog disclaimer – regression test even when implementing an iFix !!!
The...
Side-by-Side Migration Procedure
1. Out of the Box Installation
2. Test Data Migration
3. Configuration Migration
4. Custo...
Step 5: 2nd Test Data Migration
Goals
You know that all your configurations and customizations work with the migrated data...
Step 5: 2nd Test Data Migration
Tips & Tricks
Work as it would be your final migration; follow your checklists and adjust ...
Side-by-Side Migration Procedure
1. Out of the Box Installation
2. Test Data Migration
3. Configuration Migration
4. Custo...
Step 6: Final Data Migration
Goal
The productive infrastructure is upgraded to the new Connections version including all
c...
Step 6: Final Data Migration
Tips
Plan all tasks and create a schedule; stick to it!
All involved parties should know what...
Agenda
Continental AG & Beck et al. Services GmbH
Background and Project Management
Successful Migration
Key Success Facto...
Key Success Factors
Ensure that all involved parties are jointly aligned to the project goals
Calculate buffer times consi...
The Objective: Complete the Upgrade

On time
In quality
On budget
Questions & Answers

49
Any further questions?
Feel free to contact us!
Carsten Frede, Continental AG
carsten.frede@conti.de

Martin Schmidt, Beck...
Access Connect Online to complete your session surveys using any:
– Web or mobile browser
– Connect Online kiosk onsite

5...
Acknowledgements and Disclaimers
Availability. References in this presentation to IBM products, programs, or services do n...
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Connect 2014 - CUST109 - planning and upgrading to ibm connections 4.5 successfully

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Best practices found when updating IBM Connectons from version 3.0.1 to 4.5
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Connect 2014 - CUST109 - planning and upgrading to ibm connections 4.5 successfully

  1. 1. CUST109: Continental – Planning and Upgrading to IBM Connections 4.5 Successfully Carsten Frede, Continental AG Martin Schmidt, Beck et al. Services GmbH © 2014 IBM Corporation
  2. 2. Speakers’ Profiles @beaservices1 2
  3. 3. Agenda Continental AG & Beck et al. Services GmbH Background and Project Management Successful Migration Key Success Factors Questions & Answers 3
  4. 4. 4
  5. 5. 5
  6. 6. 6
  7. 7. 7
  8. 8. Beck et al. Services GmbH Beck et al. Services is Premier IBM Business Partner. Social Business Collaboration Social Analytics We also offer analytics for IBM Connections detecting relevant information and sentiment to deliver content-based social KPIs. Our team of about 90 people is located in Germany, Switzerland, Romania and Brazil. We are responsible for the operations of the IBM Connections infrastructure at Continental AG as their trusted managed service provider. Follow us on the web: www.bea-services.de | @beaservicess1 8
  9. 9. Agenda Continental AG & Beck et al. Services GmbH Background and Project Management Successful Migration Key Success Factors Questions & Answers 9
  10. 10. IBM Connections as the Social Media Platform for Continental 10
  11. 11. History of IBM Connections within Continental AG March 2012 Continental started the rollout of IBM Connections with version 3 The rollout was done as a module by module approach December 2012 The final module went live At this time IBM Connections 4.0 was already in the market Decision was made to wait for IBM Connections 4.5 March 2013 IBM Connections 4.5 upgrade project started Goal: Finishing the project mid October 11
  12. 12. Continental’s Internal Project Team Corporate Communications (CC) Human Resource (HR) • Usability, style guide and user experience • Internal communication mix / matrix • Social media guideline • Project marketing • Continental target culture (openness, trust, ..) • Alignment of program with legal aspects • Coordination with works councils • Organizational change management • employee escalation coordination • value of contributors Quality In ConNext, we bring it all together Knowledge Management (KM) • Definition of content type classes & attributes • Information life cycle • Establishing knowledge based navigation • Relevance and value of information • Taxonomy and tagging regulations and terms 12 Information Technology (IT) • Information architecture • Tec. environment setup, development and operation • Alignment with information security • KPI reporting of platform • Migration of existing solutions & content
  13. 13. IBM Connections Upgrade Project Phases with Work Packages Design Plan Collect Use Cases [IT] Evaluate Use Cases [All] Testing Procedures [IT] Benefit Collection -> to sell update [HR] Test Cases [IT] Information for workers council [IT] Demand of User Feedback Group (UFG) process [IT] Identify impact on lifecycle recommendations [KM] Collection and prioritization of Wiki and Community requirements [KM] 13 Evaluation of Wiki/ContiPedia and Community requirements [KM] Identification of KM relevant documentations [KM] Build Content Migration [IT] Technical Migration [IT][BeaS] Upgrade Customization [IT] Layout [CC] 3rd party application integration [IT] Build prototype and reference system Connections 4.5 [BeaS] UFG TN/Network [CC] Update communication materials [CC] Define test use cases [IT] [CC] Update training materials [CC] Testing new environment [HR] Service transition [IT] Train support organisation [IT] UFG process [CC] Operate Go-Live Service Desk [ IT BeaS] Create new set of GUIDE tasks [HR] Update GUIDE network [HR] Information about enhancements to Community moderators [KM] Modification of existing KM relevant documentations [KM]
  14. 14. IBM Connections Upgrade Milestones & Timeline 04/13 Prototype 1st User Feedback Group (UFG) Techn. Preparation 12/11 05/13 02/12 06/13 04/12 07/13 12/11 08/13 02/12 09/13 2013-05-31 2013-07-15 2013-08-31 2nd User Feedback Group (UFG) Rollout 2013-08-16 2013-09-15 2013-10-13 Milestones 14 10/13 2013-04-22 Customizations Prepare Rollout 04/12
  15. 15. The Objective: Complete the Upgrade On time In quality On budget
  16. 16. Agenda Continental AG & Beck et al. Services GmbH Background and Project Management Successful Migration Key Success Factors Questions & Answers 16
  17. 17. Initial Situation & Challenges Upgrade from IBM Connections 3.0 to target version 4.5 for the development, quality, and productive instances Large deployment of IBM Connections with 2 http servers, 4 node servers, 56 WebSphere Application Servers and one database cluster for the productive instance Numerous customizations to be adapted to the new release High-availability infrastructure used by 80.000 users all over the world > reduce downtimes About 80.000 Profiles, 48.000 Activity documents, 28.000 Blog entries, 6.500 Bookmarks, 9.000 Communities, 11.00 Files, 12.000 Forum entries, 19.000 Wiki pages, a content store of 40GB and a database of 25GB to be migrated > ensure data consistency Fixed deadline > no option for failure 17
  18. 18. Migrating IBM Connections is like building a house. 1st possible way of doing it. 18
  19. 19. Migrating IBM Connections is like building a house. 2nd possible way of doing it. 19
  20. 20. Design of Infrastructure Quality Layer Before Load Balancer Http Server Node Server Database Server 20 During After
  21. 21. Design of Infrastructure Production Layer Before Load Balancer Http Server Node Server Database Server 21 During After
  22. 22. Side-by-Side Migration Procedure 1. Installation 2. Test Data Migration 3. Configuration Migration 4. Customization Migration 5. 2nd Test Data Migration 6. Final Data Migration 22
  23. 23. Side-by-Side Migration Procedure 1. Installation 2. Test Data Migration 3. Configuration Migration 4. Customization Migration 5. 2nd Test Data Migration 6. Final Data Migration 23
  24. 24. Step 1: Installation Goals You know that the new instance works You know how to test the functions and features Procedure Use an empty database, a freshly installed WebSphere Application Server, and install IBM Connections out of the box (follow e.g. Zero to Social Hero or IBM Documentation) – Start writing checklists including every step you do – Start writing your test script Tip Test the basic installation and its new features and fix identified defects 24
  25. 25. Side-by-Side Migration Procedure 1. Out of the Box Installation 2. Test Data Migration 3. Configuration Migration 4. Customization Migration 5. 2nd Test Data Migration 6. Final Data Migration 25
  26. 26. Step 2: Test Data Migration Goals You know that your new instance works fine with your productive data You know how to transport your data Procedure The data migration effectively consists of two separate migrations: A) Migrate your database content B) Migrate your shared file storage content 26
  27. 27. Step 2: Test Data Migration Step 2a: Database Migration Options to move your database content from one database to the other: Way 1 (DB expert available) – Use backup and restore operation – Use content migration tools of your database Way 2 (No DB expert available or way 1 does not work) – Move between incompatible databases e.g. DB2 Windows to DB2 Linux, Oracle to DB2 – Use IBM Tool (dbt.jar) – Use 3rd party tool 27
  28. 28. Step 2: Test Data Migration Step 2a: Database Migration Tip Check database schema – Create a reference database you can use as a baseline (destination version) – Compare before you start the transport (old <-> new) – Compare after you disabled and enabled constraints for predbxfer40.sql and postdbxfer40.sql (old <-> new) – Compare after you updated your schema (new <-> reference) We use DB Solo (www.dbsolo.com) – Offers better compare mechanism as Oracle SQL Developer – Can compare Oracle and DB2 databases – Can be scripted 28
  29. 29. Step 2: Test Data Migration Step 2a: Database Migration Tip Disable notification settings Copy the content during times when only few users are accessing the instance Pitfalls Search indexing: number of activity nodes per crawl > increase setting Content migration Java applications fail: com.ibm.lconn.news.migration.next45.NewsMigrationFrom40To45 GUID of internal wasuser (IBM Connections super user) XXXMemberService.syncMemberExtIdByLogin("wasusr" , { "allowInactivate" : "false" } ) 29
  30. 30. Step 2: Test Data Migration Step 2a: Database Migration Pitfalls View validation: after re-enabling constraints, some views are marked as “Operative: false”, are not operational, and are not seen by DB Solo 30
  31. 31. Step 2: Test Data Migration Step 2a: Database Migration Pitfalls Error in data copy tool (dbt.jar) Increase your transaction log space – db2 get db cfg for DBNAME show detail | grep -i LOG – db2 update db cfg for DBNAME using logfilsiz 20000 31
  32. 32. Step 2: Test Data Migration Step 2b: Content Store Migration All relevant folders are documented – Copy only the folders that contain files – Do not copy search indexes – Do not copy configuration data Test the out-of-the-box installation together with productive data. Tip Use a data comparison tool to check if the data itself is still correct after the migration: – If documents are missing – If additional documents exist – If they differ in terms of content – We built a tool that uses the search API to download all content before and after the migration and then compares the content 32
  33. 33. Step 2: Test Data Migration Step 2b: Content Store Migration Pitfalls Activities files download New function that activity files can be downloaded through HTTP Server (like files and wikis) – Problematic are file names with special characters; these characters get interpreted by the HTTP Server – Solution: Rename files on disk and update filename in Database ACTIVITIES.OA_CONTENTREF - column STOREURI 33
  34. 34. Step 2: Test Data Migration Step 2b: Content Store Migration Pitfalls Content store name has changed in Version 4.5 default configuration Activities Shared storage name changed in configuration. oa-config.xml – <objectStore> – <store> – <id> old: filesystem new: filestore – change it to filesystem or create 2nd store named filesystem. 34
  35. 35. Side-by-Side Migration Procedure 1. Out of the Box Installation 2. Test Data Migration 3. Configuration Migration 4. Customization Migration 5. 2nd Test Data Migration 6. Final Data Migration 35
  36. 36. Step 3: Configuration Migration Goal Your new instance is working according to your needs Procedure Previously we used the migration tool of IBM: migration.sh lc-export migration.sh lc-import – Known issue that activity entries are not showing up in the ActivityStream after migrating from 4.0 to 4.5: http://www-01.ibm.com/support/docview.wss?uid=swg21642886 For the latest migrations we copied the configuration manually to check what was really configured (e.g. use diff or kdiff3) and updated my documentation simultaneously 36
  37. 37. Side-by-Side Migration Procedure 1. Out of the Box Installation 2. Test Data Migration 3. Configuration Migration 4. Customization Migration 5. 2nd Test Data Migration 6. Final Data Migration 37
  38. 38. Step 4: Customization Migration Goal You know that all your configurations and customizations work with the migrated data Procedure Use a versioning system to record your customizations Implement the customizations one by one, adapted to the new Connections release Test the customizations and fix identified defects Adjust your test script where necessary 38
  39. 39. Step 4: Customization Migration Example: Ideation Blog disclaimer – regression test even when implementing an iFix !!! The disclaimer hooks into the add feature to community action; this action changed completely between V 3.0 and V 4.5 so that a complete redesign was required Tip Good time for a “pre-acceptance test” to gain feedback from business owners 39
  40. 40. Side-by-Side Migration Procedure 1. Out of the Box Installation 2. Test Data Migration 3. Configuration Migration 4. Customization Migration 5. 2nd Test Data Migration 6. Final Data Migration 40
  41. 41. Step 5: 2nd Test Data Migration Goals You know that all your configurations and customizations work with the migrated data You know how long the migration will take You know the exact procedure you need to execute to get it done Procedure Can you estimate the duration of the data migration? Are you confident that everybody knows what to do? If you still have doubts because you got lost in all your errors and correction mechanisms, do a second test data migration before the final migration! It will be much easier for you to fix defects in a non-productive environment. If you are confident, this step can be skipped. 41
  42. 42. Step 5: 2nd Test Data Migration Tips & Tricks Work as it would be your final migration; follow your checklists and adjust them wherever necessary, it’s your last chance to correct them Define the detailed schedule for the final migration In case database migration takes longer than desired, consider to temporarily upgrade the RAM of your database server to speed up the process 42
  43. 43. Side-by-Side Migration Procedure 1. Out of the Box Installation 2. Test Data Migration 3. Configuration Migration 4. Customization Migration 5. 2nd Test Data Migration 6. Final Data Migration 43
  44. 44. Step 6: Final Data Migration Goal The productive infrastructure is upgraded to the new Connections version including all customizations and old content and is available to end users Procedure Use your checklists, that’s why you have written them Have somebody to execute your test script; at best not the person who did the migration Let business owners perform a final acceptance test and confirm that the upgraded instance can replace the old one As soon as the go-ahead is given, the access for end users can be switched to the new instance 44
  45. 45. Step 6: Final Data Migration Tips Plan all tasks and create a schedule; stick to it! All involved parties should know what to do and when to be available as well as have their contact data exchanged; include business owners as decision makers as well! Change your notification settings to the desired values (you changed them in Step 2) Have the business owners do an acceptance test and get their confirmation to go live Have a back-out-plan – Have the old infrastructure ready to switch back; maybe a little bit downsized but operational o Restore from backup can go wrong as well as too many components are involved 45
  46. 46. Agenda Continental AG & Beck et al. Services GmbH Background and Project Management Successful Migration Key Success Factors Questions & Answers 46
  47. 47. Key Success Factors Ensure that all involved parties are jointly aligned to the project goals Calculate buffer times considering vacation and unavailability as well as the risk that something always goes wrong Have the experts, but know the topics yourself Prepare your tools Do feedback loops with business owners and end users to ensure they get what they want Go single, small steps and test iteratively to quickly find and isolate errors Ensure repeatability of all activities by writing checklists Use each test migration as training for the final migration; errors are errors in your checklists which are to be corrected 47
  48. 48. The Objective: Complete the Upgrade On time In quality On budget
  49. 49. Questions & Answers 49
  50. 50. Any further questions? Feel free to contact us! Carsten Frede, Continental AG carsten.frede@conti.de Martin Schmidt, Beck et al. Services GmbH martin.schmidt@bea-services.de 50
  51. 51. Access Connect Online to complete your session surveys using any: – Web or mobile browser – Connect Online kiosk onsite 51
  52. 52. Acknowledgements and Disclaimers Availability. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are provided for informational purposes only, and are neither intended to, nor shall have the effect of being, legal or other guidance or advice to any participant. While efforts were made to verify the completeness and accuracy of the information contained in this presentation, it is provided AS-IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this presentation or any other materials. Nothing contained in this presentation is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. © Copyright IBM Corporation 2014. All rights reserved. U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. IBM, the IBM logo, ibm.com, IBM DB2 and IBM Connections are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol (® or ™), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml Oracle is a registered trademark of Oracle Corporation and/or its affiliates. DB Solo is a trademark of DB Solo, LLC Other company, product, or service names may be trademarks or service marks of others. 52

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