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<ul><li>TeamShare Solutions and Big Data </li></ul><ul><ul><li>Micro-Innovation </li></ul></ul><ul><ul><li>Team Collaborat...
<ul><li>Project Overview </li></ul><ul><ul><li>Proof of Concept </li></ul></ul><ul><ul><li>Develop Data/Doc Migration Prog...
P2 ECOs P3 LCS P1 Attach P7abc Zip P4 Rev #s P5 QA Rev P6 Load Rem Pb Con Re P8 Scripts P9 RetRec ECO Process P10 Renum Du...
<ul><li>Migration Data Statistics </li></ul><ul><ul><li>23,700 ECOs </li></ul></ul><ul><ul><li>61,700 unique Affected docu...
<ul><li>Migration Process </li></ul>Legacy SQL Server Flat Files Attachments Attachments Documents QA QA ECOs ECOs
<ul><li>Step 1: Proof of Concept </li></ul><ul><ul><li>Identify ECO & file data to migrate, according to Windchill data ne...
<ul><li>Step 2: Develop Migration Programs </li></ul><ul><ul><li>Finalize Data Dictionary and Mapping </li></ul></ul><ul><...
<ul><li>Step 3: Test Migration (T1,T2,R1,R2,R2a) </li></ul><ul><ul><li>Run series of data extractions to test programs, ma...
<ul><li>Step 4: Migrate Archive Data (R3, R3a) </li></ul><ul><ul><li>Archive Data is data that will not change and represe...
<ul><li>Step 5: Migrate Live Data (GoLive) </li></ul><ul><ul><li>Connect to production for read-only </li></ul></ul><ul><u...
<ul><li>Step 6: Validate Data </li></ul><ul><ul><li>Formal Process </li></ul></ul><ul><ul><li>FDA Requirement </li></ul></...
<ul><li>Step 7: Create PDFs for Legacy ECOs </li></ul><ul><ul><li>Snapshot </li></ul></ul><ul><ul><li>Windchill data chang...
<ul><li>Recommendations </li></ul><ul><ul><li>Maintain cross-team communication and don’t assume someone doesn’t “need to ...
<ul><li>Summary of Contributions </li></ul><ul><ul><li>12 month project in 8 months </li></ul></ul><ul><ul><li>Micro-Innov...
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Windchill Migration Overview

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This presentation is an overview of a recent project where we assisted a large client with a complex migration of ECO data to PTC Windchill. We used an agile-like collaboration process to implement more functionality in 75% of the expected time.

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Windchill Migration Overview

  1. 1. <ul><li>TeamShare Solutions and Big Data </li></ul><ul><ul><li>Micro-Innovation </li></ul></ul><ul><ul><li>Team Collaboration </li></ul></ul><ul><ul><li>Intelligent Processing </li></ul></ul><ul><ul><li>Normalization </li></ul></ul><ul><ul><li>Transformation </li></ul></ul><ul><ul><li>Analysis </li></ul></ul>
  2. 2. <ul><li>Project Overview </li></ul><ul><ul><li>Proof of Concept </li></ul></ul><ul><ul><li>Develop Data/Doc Migration Programs </li></ul></ul><ul><ul><li>Test Migration (T1,T2,R1,R2,R2a) </li></ul></ul><ul><ul><li>Migrate Archive Data (R3, R3a) </li></ul></ul><ul><ul><li>Migrate Live Data </li></ul></ul><ul><ul><li>Validate Data </li></ul></ul><ul><ul><li>Create PDFs for Legacy ECOs </li></ul></ul>
  3. 3. P2 ECOs P3 LCS P1 Attach P7abc Zip P4 Rev #s P5 QA Rev P6 Load Rem Pb Con Re P8 Scripts P9 RetRec ECO Process P10 Renum Dupes P11 Fix Bad Filetypes Li Remote Affected Docs SQL Server Support Docs Cor Og Ir WC De Affected Docs Library Docs Flat File Extracts ECO Proc. Archive 2009 ECO Process Archive 2009
  4. 4. <ul><li>Migration Data Statistics </li></ul><ul><ul><li>23,700 ECOs </li></ul></ul><ul><ul><li>61,700 unique Affected documents </li></ul></ul><ul><ul><li>345,000 files (Affected, Support, Long, etc.) </li></ul></ul><ul><ul><li>200+ gigabytes of data </li></ul></ul><ul><ul><li>3 ECO databases </li></ul></ul><ul><ul><li>20 Document databases </li></ul></ul><ul><ul><li>12 months completed in 7 months </li></ul></ul>
  5. 5. <ul><li>Migration Process </li></ul>Legacy SQL Server Flat Files Attachments Attachments Documents QA QA ECOs ECOs
  6. 6. <ul><li>Step 1: Proof of Concept </li></ul><ul><ul><li>Identify ECO & file data to migrate, according to Windchill data needs </li></ul></ul><ul><ul><li>Map Legacy data to Windchill flat files </li></ul></ul><ul><ul><li>Develop draft agents to export ECO & file data </li></ul></ul><ul><ul><li>Identify issues to resolve and research solutions to confirm issues can be resolved </li></ul></ul>
  7. 7. <ul><li>Step 2: Develop Migration Programs </li></ul><ul><ul><li>Finalize Data Dictionary and Mapping </li></ul></ul><ul><ul><li>Develop programs to export ECO & file data to Intermediate SQL db and flat files </li></ul></ul><ul><ul><li>Develop program to renumber dupes </li></ul></ul><ul><ul><li>Develop Rules Engine to map data </li></ul></ul><ul><ul><li>Test agents for accuracy and performance </li></ul></ul><ul><ul><li>Develop QA application to ensure data quality </li></ul></ul>
  8. 8. <ul><li>Step 3: Test Migration (T1,T2,R1,R2,R2a) </li></ul><ul><ul><li>Run series of data extractions to test programs, mapping, transformations, etc. </li></ul></ul><ul><ul><li>2x Test Runs (1K ECOs/14K Docs) </li></ul></ul><ul><ul><li>3x Rehearsals (full data) </li></ul></ul><ul><ul><li>Export data to normalized SQL database and verify data in SQL </li></ul></ul><ul><ul><li>Export data from SQL to flat files then QA data (Compare Legacy & Windchill) </li></ul></ul>
  9. 9. <ul><li>Step 4: Migrate Archive Data (R3, R3a) </li></ul><ul><ul><li>Archive Data is data that will not change and represents 95% of the data </li></ul></ul><ul><ul><li>Caution: some Life Cycle States will change </li></ul></ul><ul><ul><li>Run data extraction like tests/rehearsals </li></ul></ul><ul><ul><li>Verify data (Compare Legacy & SQL) </li></ul></ul><ul><ul><li>Export data from SQL to flat files </li></ul></ul><ul><ul><li>Resolve issues </li></ul></ul>
  10. 10. <ul><li>Step 5: Migrate Live Data (GoLive) </li></ul><ul><ul><li>Connect to production for read-only </li></ul></ul><ul><ul><li>Full data must be included in renumbering and mapping for consistency but flagged for exclusion from migration </li></ul></ul><ul><ul><li>Run data extraction like Archive Migration </li></ul></ul><ul><ul><li>More extensive data verification required </li></ul></ul><ul><ul><li>Resolve issues and iterate </li></ul></ul><ul><ul><li>Export data from SQL to flat files </li></ul></ul>
  11. 11. <ul><li>Step 6: Validate Data </li></ul><ul><ul><li>Formal Process </li></ul></ul><ul><ul><li>FDA Requirement </li></ul></ul><ul><ul><li>Process should begin before GoLive and continue through post-GoLive </li></ul></ul><ul><ul><li>Check for consistency and migration accuracy </li></ul></ul><ul><ul><li>Bonus: identify legacy issues if done before GoLive </li></ul></ul>
  12. 12. <ul><li>Step 7: Create PDFs for Legacy ECOs </li></ul><ul><ul><li>Snapshot </li></ul></ul><ul><ul><li>Windchill data changes with revisions </li></ul></ul><ul><ul><li>PDF shows final state of ECO </li></ul></ul><ul><ul><li>Stored in Archive Library </li></ul></ul><ul><ul><li>Altova StyleVision for visual design </li></ul></ul><ul><ul><li>StyleVisionBatch: .xml + .xslt .fo file </li></ul></ul><ul><ul><li>Apache fop: .fo .pdf file </li></ul></ul>
  13. 13. <ul><li>Recommendations </li></ul><ul><ul><li>Maintain cross-team communication and don’t assume someone doesn’t “need to know” </li></ul></ul><ul><ul><li>Identify, track, resolve issues proactively </li></ul></ul><ul><ul><li>Develop comprehensive QA test plans and execute plans throughout project </li></ul></ul><ul><ul><li>Carefully review & approve field map early </li></ul></ul><ul><ul><li>Begin data mapping early and don’t underestimate the complexity </li></ul></ul>
  14. 14. <ul><li>Summary of Contributions </li></ul><ul><ul><li>12 month project in 8 months </li></ul></ul><ul><ul><li>Micro-Innovation & Team Collaboration </li></ul></ul><ul><ul><li>Migration Process Design & Development </li></ul></ul><ul><ul><li>Issue Discovery, Tracking, Resolution </li></ul></ul><ul><ul><li>Data Normalization & Transformation </li></ul></ul><ul><ul><li>Rules Engine & Intelligent Processing </li></ul></ul><ul><ul><li>Data Analysis, Organization, Presentation </li></ul></ul>

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