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DOCUMENTUM TO AEM IN 365 DAYS 
PRESENTED BY 
County of San Diego
2 
DOCUMENTUM TO AEM IN 365 DAYS 
County of San Diego
3 
3 million+ 
residents 
About 40 
departments 
BACKGROUND 
County of San Diego
IT Outsourcing Contract 
County Technology Office 
Enterprise Services 
Government Solutions 
County of San Diego 4
5 
OBJECTIVES 
• Retire outdated server 
• Make the site responsive 
• Freshen design 
• Easier Content Management System 
County of San Diego
June Oct Nov 
Dec May 
AEM Identified 
Design/Approval 
Demo 
Training 
Discovery 
June July Aug Sept 
Migration 
”War Room” – Validation 
Go Live 
Infrastructure and Development 
UAT 
County of San Diego 6
7 
IN-HOUSE DESIGN 
GRETCHEN SIZER-KECSKES, ART DIRECTOR 
County of San Diego
8 
DESIGN 
• Header 
• Footer 
• Components 
• Styles 
- Fonts 
- Colors 
County of San Diego
9 
DISCOVERY 
• Meet with Adobe and HP 
• Out of the box components 
• AEM customers 
• AEM community 
County of San Diego
10 
DELIVERABLES 
County of San Diego
11 
“LIFT AND SHIFT” 
ARNOLD DE GUZMAN, MULTIMEDIA DESIGNER 
County of San Diego
County of San Diego 12
13 
MIGRATION SUMMARY 
• 40 department sites 
• Over 70,000 objects in Documentum 
• Month of weekend downtime 
• Migrate only items with ‘Active’ status 
• 95% via automated script 
• Solution for URL continuity 
County of San Diego
14 
CONTENT VALIDATION 
• Direct support from HP team 
• Remove inline styles 
• Embedded media (YouTube, JavaScript) 
• Fixed-width anything, mostly tables 
• Convert absolute to relative links 
County of San Diego
15 
CONTENT SYNC 
1. Track now, update later 
2. Update in two environments 
3. Migrate later in schedule closer to Go Live 
County of San Diego
16 
DOCUMENTUM VS. AEM 
County of San Diego
17 
DOCUMENTUM 
• Multiple content-specific 
templates 
• Form-based editing 
• 14 steps for an update 
• Required Java 
County of San Diego
18 
AEM 
County of San Diego 
• Single Sign-on 
• One generic “Interior 
Page” template 
• In-context editing 
• 5 steps for an update 
• Handy sidekick 
• Content browser
19 
ISSUES 
• WYSIWYG isn’t completely configured 
• Long pages displays timeout 
• No preview server 
• Requires a modern browser 
• At least 1280px width monitor resolution 
County of San Diego
20 
UAT STRATEGY 
County of San Diego
County of San Diego 21
• Dedicated 
room 
• Wi-Fi 
• Daily calls 
• Issues tracker 
• Webcam 
County of San Diego 22
23 
PLATFORMS AND DEVICES 
Identifying targets: 
• Analytics 
• In-house core 
software 
• Management 
Device sources: 
• What you have nearby 
• Loaners 
• Electronics store 
• Open Device Lab 
County of San Diego
24 
THINGS TO REMEMBER 
q Mobile devices with multiple browsers 
q Check popular pages based on analytics 
q Test forms and 404 error pages 
q Fields and input types 
q Portrait and landscape mode 
County of San Diego
25 
Have fun! 
County of San Diego
26 
ASSET MANAGEMENT 
GRETCHEN SIZER-KECSKES, ART DIRECTOR 
County of San Diego
27 
DIGITAL ASSET MANAGEMENT 
• Expectations 
• Migration 
• Reality 
• Plans for the future 
County of San Diego
28 
BRANDING 
• Applying our Style Guide 
• External Sites 
• Governance 
• Best Practices 
County of San Diego
29 
SEARCH 
• Search-Centric Site 
• DigitalGov vs. 
Adobe Search 
County of San Diego
Lessons Learned 
• Documentation 
• Resources 
• Training 
• Development 
• Integration 
County of San Diego 30
THANK YOU. 
Tegan Glasheen 
Communications Director, County Communications Office 
tegan.glasheen@sdcounty.ca.gov 
Gretchen Sizer-Kecskes 
Art Director, County Communications Office 
gretchen.sizer@sdcounty.ca.gov 
Arnold De Guzman 
Multimedia Designer, County Communications Office 
arnold.deguzman@sdcounty.ca.gov 
County of San Diego 31

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EVOLVE'14 | Maximize | Gretchen Sizer | County of San Diego

  • 1. DOCUMENTUM TO AEM IN 365 DAYS PRESENTED BY County of San Diego
  • 2. 2 DOCUMENTUM TO AEM IN 365 DAYS County of San Diego
  • 3. 3 3 million+ residents About 40 departments BACKGROUND County of San Diego
  • 4. IT Outsourcing Contract County Technology Office Enterprise Services Government Solutions County of San Diego 4
  • 5. 5 OBJECTIVES • Retire outdated server • Make the site responsive • Freshen design • Easier Content Management System County of San Diego
  • 6. June Oct Nov Dec May AEM Identified Design/Approval Demo Training Discovery June July Aug Sept Migration ”War Room” – Validation Go Live Infrastructure and Development UAT County of San Diego 6
  • 7. 7 IN-HOUSE DESIGN GRETCHEN SIZER-KECSKES, ART DIRECTOR County of San Diego
  • 8. 8 DESIGN • Header • Footer • Components • Styles - Fonts - Colors County of San Diego
  • 9. 9 DISCOVERY • Meet with Adobe and HP • Out of the box components • AEM customers • AEM community County of San Diego
  • 10. 10 DELIVERABLES County of San Diego
  • 11. 11 “LIFT AND SHIFT” ARNOLD DE GUZMAN, MULTIMEDIA DESIGNER County of San Diego
  • 12. County of San Diego 12
  • 13. 13 MIGRATION SUMMARY • 40 department sites • Over 70,000 objects in Documentum • Month of weekend downtime • Migrate only items with ‘Active’ status • 95% via automated script • Solution for URL continuity County of San Diego
  • 14. 14 CONTENT VALIDATION • Direct support from HP team • Remove inline styles • Embedded media (YouTube, JavaScript) • Fixed-width anything, mostly tables • Convert absolute to relative links County of San Diego
  • 15. 15 CONTENT SYNC 1. Track now, update later 2. Update in two environments 3. Migrate later in schedule closer to Go Live County of San Diego
  • 16. 16 DOCUMENTUM VS. AEM County of San Diego
  • 17. 17 DOCUMENTUM • Multiple content-specific templates • Form-based editing • 14 steps for an update • Required Java County of San Diego
  • 18. 18 AEM County of San Diego • Single Sign-on • One generic “Interior Page” template • In-context editing • 5 steps for an update • Handy sidekick • Content browser
  • 19. 19 ISSUES • WYSIWYG isn’t completely configured • Long pages displays timeout • No preview server • Requires a modern browser • At least 1280px width monitor resolution County of San Diego
  • 20. 20 UAT STRATEGY County of San Diego
  • 21. County of San Diego 21
  • 22. • Dedicated room • Wi-Fi • Daily calls • Issues tracker • Webcam County of San Diego 22
  • 23. 23 PLATFORMS AND DEVICES Identifying targets: • Analytics • In-house core software • Management Device sources: • What you have nearby • Loaners • Electronics store • Open Device Lab County of San Diego
  • 24. 24 THINGS TO REMEMBER q Mobile devices with multiple browsers q Check popular pages based on analytics q Test forms and 404 error pages q Fields and input types q Portrait and landscape mode County of San Diego
  • 25. 25 Have fun! County of San Diego
  • 26. 26 ASSET MANAGEMENT GRETCHEN SIZER-KECSKES, ART DIRECTOR County of San Diego
  • 27. 27 DIGITAL ASSET MANAGEMENT • Expectations • Migration • Reality • Plans for the future County of San Diego
  • 28. 28 BRANDING • Applying our Style Guide • External Sites • Governance • Best Practices County of San Diego
  • 29. 29 SEARCH • Search-Centric Site • DigitalGov vs. Adobe Search County of San Diego
  • 30. Lessons Learned • Documentation • Resources • Training • Development • Integration County of San Diego 30
  • 31. THANK YOU. Tegan Glasheen Communications Director, County Communications Office tegan.glasheen@sdcounty.ca.gov Gretchen Sizer-Kecskes Art Director, County Communications Office gretchen.sizer@sdcounty.ca.gov Arnold De Guzman Multimedia Designer, County Communications Office arnold.deguzman@sdcounty.ca.gov County of San Diego 31