The document outlines a presentation by Kevin Hancock on migrating from proprietary source code management (SCM) systems, emphasizing the need for modern and agile development tools. It covers the business case for migration, strategies, common pitfalls, and CollabNet's expertise and offerings in this area. The document also includes details about training and consulting to support organizations in transitioning their SCM practices.

1. Migrating from ClearCase
Practical experience in migration from the leading expert
2016

2. 2 | C O N F I D E N T I A L
Presenter
Kevin Hancock, Senior Director Worldwide Field Operations
In his fifteen plus year at CollabNet, Kevin has led successful implementations of CollabNet products and
services at some of the world’s largest enterprises.
Kevin works with organizations to transform their globally distributed application development teams into
modern, agile organizations, helping to save millions of dollars while accelerating software delivery. Kevin
holds a Bachelor of Science degree from Carnegie Mellon University, and a Masters degree from the
University of Pittsburgh.
• 20 years working in IT with the last 15 focusing on Development Organizations
• Experience with 1000’s of developers and 100’s of development teams
• Practical knowledge of building development communities across organizations

3. 3 | C O N F I D E N T I A L
Agenda
• Introduction
• Building the Business Case
• Migration Strategy
• Why CollabNet
• Questions

4. 4 | C O N F I D E N T I A L
Evolution in Proprietary SCM
RTC
Dimensions
PTC Integrity
Perforce
TFS
2003 2016
Rational: Clear Case
Serena: PVCS
PTC: MKS Integrity
Perforce: Perforce
Microsoft: Visual SourceSafe
Incumbent Recommendation
• The Market is in a transition from LAN to WAN based SCM
• Each transition requires a migration, opening up the opportunity for
competitive change to more impactful SCM systems and strategies
– Tools & platforms
– Development processes

5. 5 | C O N F I D E N T I A L
Not meeting the needs
4.6%
13.3%
12.8%
51.3%
2.6%
8.9%
4.4%
23.2%
46.0%
3.6%
4.5%
6.0%
30.3%
37.8%
2.1%
3.7%
9.6%
33.3%
30.7%
Mercurial
CVS
GitHub
Git
Subversion
What is the primary source code management system you
typically use? (Choose one.)
2014
2013
2012
2011
Source: Eclipse Community Survey 2014
Proprietary SCM Solutions are no
longer the market leaders

6. 6 | C O N F I D E N T I A L
Building the Business Case: Costs
• New Equipment
• New tooling
• Upgrades
• Integrations migration
• Data migration
• Build process modifications
• Training

7. 7 | C O N F I D E N T I A L
Building the Business Case: Benefits
• Supported tool
• Server retirements
• Data Center retirements
• License / maintenance
• Upgrade costs
• Reduction in administration
• Consistent adoption and use

8. 8 | C O N F I D E N T I A L
Version Control does not stand alone
• Build Scripts
• Issue Tracking
• Continuous Integration
• Binary management
• Code Review
• Other

9. 9 | C O N F I D E N T I A L
Change management

10. 10 | C O N F I D E N T I A L
Migration Overview
Discover + Plan
SCM Migration
Inventory Checklist
Project Specific
Scheduling
& Workflow
Archive
for governance/compliance
Active Code Migration
Migration Workshop
Sustainment & Expansion

11. 11 | C O N F I D E N T I A L
Discover and Plan
IP Address
Repo
Project

12. 12 | C O N F I D E N T I A L
Code Migration Strategies
Full – all historical revisions of files and folders are imported along with their
relationships (such as branches and labels) and metadata (such as comments).
Pro:
All historical data easily accessible in the new tool
Cons:
Repository is filled with cruft which limits the effectiveness of the new tool
Expensive in time and money with no guarantee of success and data lost
Snapshot – only selected baselines/milestones are imported. Much of the
relationship and nearly all the metadata is necessarily and acceptably left behind.
Pros:
Only the most useful historical data is present
Cost is limited and definable
Con:
All historical data is not accessible in the new tool

13. 13 | C O N F I D E N T I A L
Team/Application Migration (Snapshot Migration)
Migration Workshop
Active Code Migration
Archive
for governance/compliance
Training

14. 14 | C O N F I D E N T I A L
Sustainment and Expansion
After SCM

15. 15 | C O N F I D E N T I A L
SCM Adoption Plan and Rollout
Discover Plan
Active Code
Migration
Sustainment &
Expansion
4 Weeks 3 Months 3 – 12 Months > 1 Year
Inventory
• Repositories
• Infrastructure
• Projects
Perform Cost Benefits Analysis
• Infrastructure Retirement
• License Consolidation
• Administration
Consolidation
• Capital Investment
• Training Investment
• Inactive Project Archive
Assess other needs/Define
Gaps
• Identify Needs/Solution
Areas
• Forecast Economic Value
Create Workgroup Plan
• Inventory tools and assets
connected to SCM
• Create a Tool Platform
and migration strategy
• Unify SCM Admins
• Integrate users into the
development process
Create Process Reuse Plan
• Define “Active Code”
• Template-ize Migration
Scripts
• Template-ize SCM
practices
Establish Community Plan
• Restrict “Shadow Admin”
• Archive legal records
• Lock migrated repositories
Establish Team Workspace
• Tool integrations
• Workflow
• Roles-Based- Access-
Controls
Train Users
• Project Admins
• Team Members
• Release Managers
Migrate Data
• Finalize scripts
• Migrate Active Code and
related design data
Team Sign Off
• Verify migrated data
Analyze Other Needs
• Dev through deployment
Drive Community Management
• New User Onboarding
• New Project Onboarding
• New Best Practices
• IP reuse & collaboration
• Measure Enterprise
Metrics
Ongoing Platform Maintenance
• Platform Upgrades
• Tool Upgrades
• Tool Integrations

16. 16 | C O N F I D E N T I A L
Common Pitfalls
• Don’t get in the way of Product
delivery
• Don’t allow years of Technical Debt
to be added to the migration bill
• Do have a process to manage
change and grant exceptions
• Do hold people accountable to their
schedules

17. 17 | C O N F I D E N T I A L
CollabNet at a Glance
10,000+ customers,
proven in global
deployments as large
as 80,000 users and 1
billion commits
Leader in open-source
based application
lifecycle management,
version control,
DevOps, and
collaboration solutions
250 employees across
the globe
Founded in 1999; HQ
in South San
Francisco, CA
March 2016

18. 18 | C O N F I D E N T I A L
Our Experience
March 2016
Sample of customers switched
• 500 user’s at a quasi governmental financial services company
• Over 1,500 at a large retailer
• Over 5,000 at global technology firm

19. 19 | C O N F I D E N T I A L
Manage Git and Subversion

20. 20 | C O N F I D E N T I A L
Integrate with other tools
Event
Data Store
Trackers
Project / Portfolio
Administration
Collaboration
Run time
Event Mgmt.
Operational
Data StoreTool Chain
setup
Teams
Users
Roles/Perms
Event Sources
Associations
Domain
Objects
Activities
Universal
Search
Native
Artifact UI
Lifecycle
Reports
Federated
Tool UI
Activity
Streams
Pipeline
Monitors
External
Listeners
Notification
Activities, Objects, Associations
Events
Events
User Workspace
Configure
Configure
Store
Federated Tools
Native Artifacts
Custom
Objects

21. 21 | C O N F I D E N T I A L
Training
SCM Training Offerings Duration Delivery
Subversion for Developers – Standard
Learn the core essentials of Subversion. This course covers everything you need to master Subversion
including the typical development work cycle, mixed revisions and branching and merging operations.
4 hours Onsite
Remote
Web-based
Subversion for Developers – Enterprise w/labs
Learn the core essentials plus get a hands-on lab. The course covers the complete spectrum of using
Subversion: from the typical development work cycle, mixed revisions, branching and merging operations
and specific enterprise features.
1 day Onsite
Remote
Web-based
Subversion for Configuration Managers w/labs
This course covers the operational aspects of doing configuration management with Subversion as well as an
overview of the best practices used with Subversion for configuration management.
1 day Onsite
Subversion for Developers Train the Trainer
This course is designed for large organizations with a dedicated training staff that want to learn how to
conduct the Subversion for Developers training for their organization.
2-3 days Onsite
Git for Developers – Enterprise
This course offers a complete introduction to Git. It includes topics on Git basics like the repository,
revisioning, history logs, Git work cycles, Git merging, branching and tagging, and best practices.
1 day Remote
Web-based
Git for Developers – Enterprise w/labs
This course offers a complete introduction to Git. It includes topics on Git basics like the repository,
revisioning, history logs, Git work cycles, Git merging, branching and tagging, and best practices.
A hands-on lab is included.
2 days Onsite
Git for Developers Train the Trainer
This course is designed for large organizations with a dedicated training staff that want to learn how to
conduct the Subversion for Developers training for their organization.
2 days Onsite

22. 22 | C O N F I D E N T I A L
Consulting
SCM Consulting Offerings Duration Delivery
Subversion Applied Workshop
The Subversion Applied Workshop is focused on formulating a process that meets an organization’s needs
for version control and configuration management and defining how to best utilize Subversion to meet those
needs.
2 days Onsite
Subversion Migration Mentoring Workshop
The Subversion Migration Mentoring Workshop is focused on preparing an organization to migrate existing
version control data into Subversion.
2 days Onsite
Subversion Custom Consulting
Custom Subversion consulting specific to a customer’s needs delivered by a CollabNet SCM expert onsite or
remotely.
Per SOW Onsite
Remote
Git Applied Workshop
The Subversion Applied Workshop is focused on formulating a process that meets an organization’s needs
for version control and configuration management and defining how to best utilize Subversion to meet those
needs.
2 days Onsite
Git Migration Mentoring Workshop
The Git Migration Mentoring Workshop is focused on preparing an organization to migrate existing version
control data into Subversion.
2 days Onsite
Git Custom Consulting
Custom Git consulting specific to a customer’s needs delivered by a CollabNet SCM expert onsite or
remotely.
Per SOW Onsite
Remote

23. 23 | C O N F I D E N T I A L
Question and Answer
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24. 24 | C O N F I D E N T I A L
Thank You
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growth in 2015
recurring
subscription
revenue
renewal rate