Migration & upgrades best practice upgrade pathways to emc documentum 7

Migration & Upgrades: Best Practice Upgrade Pathways to EMC Documentum 7

•  This presentation contains “forward-looking statements” as defined under the US Federal Securities Laws.

•  EMC makes no representation and undertakes no obligations with regard to product

planning information, anticipated product characteristics, performance specifications, or anticipated release dates (collectively, “Roadmap Information”).

•  Roadmap Information is provided by EMC as an accommodation to the recipient solely for purposes of discussion and without intending to be bound thereby, and is subject to change without notice.

•  Roadmap information is EMC Confidential Information, and is provided under the terms, conditions and restrictions defined in the EMC Non-Disclosure Agreement in place with your organization.

Safe Harbor Disclaimer

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Agenda

Why Upgrade to Documentum 7 1

Planning 2

Tools 3

Scenarios 4

Why Upgrade to Documentum 7

� Platform Innovation

� Access to new Client technologies and functionality

� Maintain Supportability for Fastest Restoration Time

What’s New in Documentum 7

Lower TCO

Higher TCE

Enhanced Trust & Security

•  Reduced resource utilization and increased performance via •  Intelligent Session

Management •  Type Caching

•  FIPS 140-2 Level 1 Compliance

•  Centralized Key Management

•  AES Encryption

•  Improved Content Intelligence via xPlore 1.3

•  Private Cloud Deployment via xMS

Upgrade for xCP 2.0: Business User Productivity

Personalized and Role Based Information

Rich and Flexible Layouts

All Available Information In Context

Rich in Context Analytics

Upgrade for xCP 2.0: Solution Developer Productivity

Integrated Analytics and Discovered Metadata

Flexible UI Composition

Data Services and Data Driven UI

Model Complex Business Processes

Information Modeling and Relationships

Upgrade for xCP 2.0: Mobile Devices

Safari on iPad supported

Documentum Support Timeline

Standard Support Extended Support

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018

D 6.5 -‐ Extended 01-‐Sep-‐12 -‐ 31-‐Aug-‐14

D 6.5 -‐ Standard 31-‐Jul-‐08 -‐ 31-‐Aug-‐12

D 6.6 -‐ Extended 01-‐Jul-‐14 -‐ 30-‐Jun-‐16

D 6.6 -‐ Standard 15-‐Jun-‐10 -‐ 30-‐Jun-‐14

D 6.7 -‐ Extended 01-‐May-‐15 -‐ 30-‐Apr-‐17

D 6.7 -‐ Standard 29-‐Apr-‐11 -‐ 30-‐Apr-‐15

D7.0 -‐ Extended 01-‐Dec-‐15 -‐ 30-‐Nov-‐17

D7.0 -‐ Standard 21-‐Nov-‐12 -‐ 30-‐Nov-‐15

D 7.1 -‐ Extended Q4 2016 – Q4 2018

D 7.1 -‐ Standard Q4 2013 – Q4 2016

EMC makes no representation and undertakes no obligations with regard to product planning information, anticipated product characteristics, performance specifications, or anticipated release dates (collectively, “Roadmap Information”). Roadmap Information is provided by EMC as an accommodation to the recipient solely for purposes of discussion and without intending to be bound thereby, and is subject to change without notice.

D 6.0 -‐ Extended 01-‐Sep-‐12 -‐ 31-‐Aug-‐13

D 6.0 -‐ Standard 21-‐Aug-‐08 -‐ 31-‐Aug-‐11

Best Practices

Planning your Upgrade

Tools and Programs Scenarios

•  EMC Professional Services Migration Assessment

•  Upgrade vs. Migration •  Private Cloud •  OnDemand

•  Decoupling Clients from Platform

•  Leap Frogging •  Multistage Acceptance •  Client Pathways •  Upgrade Phases

•  xMS for Rapid Provisioning

•  EMC Migration Appliance •  Rapid Success Programs

and Early Adopter Programs

Limited Time

Available through August 2013

FREE, one-week Migration Assessment from EMC IIG Professional Services

•  Deployment Analysis

•  Optimal upgrade/migration path

•  Focus in on key applications and complex transitions for your enterprise

How to Upgrade: EMC Migration Assessment

Terminology: Upgrade vs Migration

•  Update Documentum products •  May be “in-place” or move to new hardware (physical/virtual) Upgrade

•  Move Content or Services to new Infrastructure, possibly to the Cloud

•  Transform or restructure Content and Metadata •  More Planning and Time

Migration

Transformation Strategy

•  Virtualized Data Center

•  Leverage resources across your enterprise

•  Balance architecture against business demands

Consider Private Cloud

•  Predictable and repeatable implementations with automated, policy-based provisioning (xMS)

•  Blueprints simplify deployments and reduce configuration errors

•  Rapid provisioning of Documentum products

•  Optimized for the private cloud

•  Integrated system monitoring

Private Cloud – Deploy up to 10x faster

excellence with enterprise manageability

Operational on business requirements

Focus deployment with confidence

Solution

Proven TCO reduction

30 % 60 % -

Best Practices

Development Staging Production High Availability

Automatically provision & configure Documentum and xCP implementations

… using EMC recommended best practices

With built-in and pre-configured VMware Hyperic monitoring

D7.0 and xCP 2.0 blueprints

Windows

Content Server xPlore tcServer

Windows Windows

VMware Template

Provisioned Virtual Environment

xCelerated Management System (xMS) 1.0

Documentum Enterprise Migration Appliance (EMA)

�  Traditional API-based migration tools: –  Bound by Documentum Business and Security rules –  Export-Import cycle may require long engagements

�  EMA: New approach to migration –  VMware appliance plus a methodology –  1.2+ million documents / hour

EMC CONFIDENTIAL — INTERNAL USE ONLY

EMA – Major Use Cases

DCM to D2 LS Customer wants to migrate a legacy DCM application (and data) to D2

LS solution

OnDemand and Cloning

Customer wants to move from on-prem to off-prem; or wants to clone and upgrade a repository

Consolidation Customer wants to consolidate their

repository footprint, combining smaller repositories together

EMC Documentum 7.0 Rapid Success Program (D7RSP)

Participant Profile: •  Must be an existing EMC customer,

partner or employee •  Must be planning to move to D7 by

end of year •  Must secure and commit resources to

support the project •  Provide reference upon successful

deployment

Customer Benefits: •  Upgrade Assessment •  Accelerate your upgrade

or migration to D7 •  Receive Enhanced

Program Support from EMC D7 team

•  Share best practices in weekly usergroup forum

Space is Limited Register Online by: May 17, 2013

http://bit.ly/D70RSP

For more information, please contact deployment_programs@emc.com

Partner Migration Tools � Large EMC Partner ecosystem (over 100 partners)

which can also help with migrations and upgrades

� Examples:

fme AG •  EMC Certified Solution called migration-center •  Highly automated, Do-It-Yourself solution, Multiple data sources •  Large volume document migrations without interruption of normal

business operations

euroscript •  Documentum Select Services Team (SST) partner •  Proven expertise in D2 and Documentum product stack •  DC Map (Document Client Migration Assessment Plan)

Best Practices

D6.7 Platform

Decoupled Clients for Flexible Upgrades

D7 Platform

D6.7 SP2 Client

•  6.7SP2 clients are compatible with D7 Content Server •  Upgrade client and server technologies separately •  Protect your client investments and maintain your current user

experience •  Upgrade to D7 platform to take advantage of TCO and other

improvements

Clients Decoupled

from Platform Versions

Content Server Compatibility

D6.7 Platform

Phased Upgrade Path to D7

6.7SP1 Client

Upgrade Clients to 6.7 SP2 •  Available in Q1 2013 •  Webtop certification for D7

6.7SP2 Client

xCP 1.6 SP2 (6.7 SP2)

D6.7 Platform

6.7SP1 Client

D7 Platform

6.7SP2 Client

xCP 1.6 SP2 (6.7 SP2)

Upgrade Platform to D7 •  Directly upgrade Content Server from 6.5, 6.6 or 6.7 to 7.0

Upgrade Clients to 6.7 SP2 •  Available in Q1 2013 •  Webtop certification for D7

D6.7 Platform

6.7SP1 Client

D7 Platform

6.7SP2 Client XCP 2.0

xCP 1.6 SP2 (6.7 SP2)

D2 4.1

Upgrade Clients to 6.7 SP2 * •  Available in Q1 2013 •  Webtop certification for D7

* 6.7 SP2 clients can not access xCP 2.0 data

Add New Client Solutions •  Transition users to new solutions

based upon D2 or XCP 2.0

Upgrade Platform to D7 •  Directly upgrade Content Server from 6.5, 6.6 or 6.7 to 7.0

Coexistence of Clients with xCP 2.0

D7 Platform

Webtop 6.7 SP2

•  xCP 2.0 and 6.7 SP2 clients can run Side by Side •  BUT xCP 2.0 and 6.7 SP2 clients can not share data

•  Interoperability will be available with Type Adoption in xCP 2.1

No need to migrate your client if you

don’t need to!

TaskSpace 6.7 SP2 D2 4.1 xCP 2.0

2013 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2013

Q4/ 2013 November 2013

6.7 SP2 February 2013

Webtop 6.7 SP2 TaskSpace 6.7 Sp2

Digital Asset Manager 6.5 SP6 Media Workspacee 6.5 SP5

WebPublisher 6.5 SP7 CenterStage 1.2 SP2

More Client Support for D7

Leap Frog Upgrades

6.5 6.6 6.7 7.0

Content Server Installer supports in-place upgrades from 6.5 to 7.0

Multistage Acceptance

Reduce Downtime

6.7 7.x

1.  Build New System in Parallel 2.  Test Content Migration

• Content Migration (or In Place Upgrade)

• Multipass Database Upgrade and Validation

• User Acceptance 3. System swap in quiet

period

Upgrade & Migration Approaches

Side by Side

Minimum Impact Separate Solutions

Separate Data

Maintain Current Solutions

Enable New

Technology for New Solutions

Strategies to reduce business impact while consolidating resources

Upgrade & Migration Approaches Strategies to reduce business impact while consolidating resources

Content Interop

Transitional

Different Activities Same Data

Augment or

Facilitate Existing Solutions

Clear User or Application Definitions

Content Interop

Transitional

Different Activities Same Data

Extend or

Facilitate Existing Solutions

Clear User or Application Definitions

Migration

Disruptive

Replace Existing Solutions

New Technology capabilities align

with Business Need

New Client Decision: D2 and/or xCP? Criteria D2 xCP

What technology to consider from Webtop?

Common customizations •  Menu configuration, search screens, property

screens, pick lists, naming rules, filing rules, pre and post document import processing, etc.

Coded custom functionality •  Custom application layout, business processes,

custom business logic that needs to be surfaced to the user interface

Business problem Controlled documents Content distribution

Process-centric Information intensive

User experience Configured User-Personalizable Custom

Out-of-the-box client Yes No

Core functionality

Content / virtual documents / advanced publishing Basic workflow Regulatory (document control)

Business processes Case Management Analytics/Dashboards

Documentum Platform Compatibility

Version 6.7 and 7.0 xCP 1.6 for 6.7 and 7.0 xCP 2.0 for 7.0

Content Server/xPlore Compatibility 6.6 6.7 6.7SP1 6.7SP2 D7

xPlore 1.1 Yes Yes

xPlore 1.2 Yes Yes Yes Yes Yes

xPlore 1.3 Yes Yes Yes Yes Yes

•  Upgrade from 1.0 to 1.3, requires re-indexing of content •  Upgrade from 1.1 or 1.2 to 1.3 does not require re-index

Additional Challenges •  Work to remove customizations using configurability •  Rebuild essential customizations in D2/xCP 2.0 Customizations

•  3rd Party System Integrations, DRL references, WCM Object ID Retention

•  Some workflows may need to be closed out •  Or run old/new clients in parallel

Running Workflows

•  Docbasic scripts (32bit to 64bit) Recompilation

•  3DES to AES •  Asynchronous update job

Content Encryption

Phases of an Documentum Upgrade

� Documentum upgrade is best accomplished using the following phased approach

–  Planning phase –  Development phase –  Testing phase –  Production phase

Development Environment Practices 1.  Install the new version of products

2.  Gain familiarity with new features and performance aspects of the release

3.  Determine steps needed to migrate customizations

4.  Test customizations in the new test installation

5.  Ensure that the right hardware resources are available

Practicing the Upgrade � Practice with Test / Development Environment � Practice with a cloned system to avoid the

unexpected –  Test applications and customizations against realistic data –  Timing information –  Errors due to consistency issues –  Familiarity with the upgrade procedure for backups,

installations, upgrades and restores

Repository Consistency Checker �  Examines Docbase metadata for inconsistencies

–  Users & Groups - Workflow –  ACLs - Types –  Sysobjects - Data Dictionary –  Folders and Cabinets - Lifecycle –  Documents & Content Objects

�  Issues “Warning” for Referential Integrity type problems

�  Issues “Error” for corruptions

�  Contact Technical Support/Powerlink for resolutions

Testing the Upgrade �  Include test cases to validate the following

–  Jobs –  Basic Administration –  Workflows –  Method Server –  UCF content operations –  ACS –  BOCS –  SBOs download and compatibility –  Fulltext indexing and search –  Custom functionality

�  Involve users in testing as early as possible

Testing Phase

� During the testing phase, you will –  Test that the various products and hardware and software

infrastructure work as a system –  Engage some of the stakeholders to use the system as they

normally would in production –  Conduct targeted testing and benchmarks for any known

risk areas –  Test and document the upgrade process

Production Phase

� Tweak the hardware environment based on what was learned through testing

� Ensuring that all automatic tasks are complete before upgrading

� Perform the production system upgrade

� Test the upgraded production system

Next Steps �  Visit the EMC Community Network

–  Learn more about how EMC customers are using the latest releases

�  Momentum @ EMC World 2013 –  Migration/Upgrade track

(5 sessions) ▪  EMC Migration Appliance

(e.g., Webtop to D2, DCM to D2 Life Sciences)

▪  D7 and xCP migration and upgrades ▪  Move to OnDemand

�  Contact your solutions principal about the free Migration Assessment

�  Complete the upgrade survey (next page)

When are you upgrading to D7? Tell us your plans, take a quick survey and win some prizes!

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Open only to residents of the 50 United States and D.C., and Canada (excluding Quebec). Online entries deadline: May 25, 2013 11:59:59 PM Pacific Time Mail-in entries: May 27, 2013 Prize Announcement: May 31, 2013 For Official Rules: https://community.emc.com/docs/DOC-23959

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