Maximize Your OpenText Investment: Upgrades and Implementations

Three Steps To Maximize The Business Value

Of Your OpenText Investment

Upgrades and Implementation: Sample Plan: Livelink 9.7.1 to Content Server 10

PRESENTATION OVERVIEW

} About Sierra Systems

} Upgrades and Implementation Challenges

} Approach and Methodology

} Upgrades and Implementation Best Practices

} Sample Plan: Livelink 9.7.1 to Content Server 10

Sierra Systems delivers peak performance to our clients by offering a full range of systems integration services tailored to the unique needs of each industry

• Operates across North America with over 900 employees

• Founded and headquartered in Vancouver, Canada (1966)

• Management Consulting, Systems Integration and Application Management

Our AMS Services

• 30 years delivering market-leading AMS solutions

• Over 100 clients deployed across a wide range of industries

• 200+ AMS certified professionals

• Flexible delivery options

• Proven approach, best practices, tools and methodologies

• Managed via a focused, enterprise wide AMS Business Unit

SMART Methodology™

Automated Tools

Best Practices

Certified Training

Programs

Sierra’s OpenText Services

• Managed under Sierra AMS Business Unit, Center of Excellence based in Calgary, AB

• Focused on OpenText ECM Product Suite, with strong capabilities in supporting Livelink and Content Server

• Provide a mixture of on-site and remote support

• Clients in Oil & Gas, Government, Energy and Utilities

Sierra AMS SMART MethodologyTM

Strategic Resourcing

Core AMS

Co-Sourcing

Core AMS

Fully Managed Service

Core AMS

Shared Services

PeopleSoft OpenText Dynamics AX SharePoint

Upgrade and Implementation Challenges

• Livelink’s performance is not optimal

• The current version of Livelink is approaching End of Life (EOL)

• Lack the expertise to perform the upgrade

• Unsupported legacy application compatibility

in upgraded Livelink version (ie: Content Server)

7

Our Approach and Methodology

Our Approach and Methodology

Define

Goals

Outcomes

Metrics

Validate

Business Model

Resource Plan

Skills Matrix

Technology

Infrastructure

Core Applications

Tools and Interfaces

Implement

Planning

Deployment

Transition

Benefits

• Enhanced automation and process efficiency

• Increased leveraging of knowledge assets

• Tighter control of content use and consistency

• Improved user engagement and experience

• Better tracking of usage through enhanced auditing

10

Upgrades and Implementation Best Practices

Upgrades and Implementation Best Practices

Process

ContentPeople

People

Issues• Disagreement on ownership

• Lack of understanding

• Lack of corporate adoption

• No in-house expertise

Recommendations• Define roles and accountabilities

• Maintain training program

• Avoid “Big Bang” type changeover

• Promote in-house SME as functional experts

Process

ContentPeople

Process

Issues• Inefficiencies in making business decisions

• Duplication of work effort

• Lack of communication across the organization

• Poorly defined metrics

Recommendations• Active engagement within the organization

• Align resources with proper skillsets

• Distribution of shared knowledge assets

• Participation from corporate sponsors

Process

ContentPeople

Content

Issues• Bad data

• Too much data

• Can’t find data

• Can’t share data

Recommendations• Implement data “cleansing” process

• Acquire scalable storage solutions

• Improve metadata definitions

• Validate governance model

Process

ContentPeople

Sample Plan: LiveLink 9.7.1 to Content Server 10

Deployment

Monitoring & Control

Download OT +Third Party Software

Review Required Patches

Deployment/Testing

8 weeks

Planning

Validate Assumptions

StakeholderAcceptance

AMS Provisioning, Service Levels, Development, Reporting

Turnover

Transition to Production

OS Configuration Changes

Install/Configure Content Server

Create Generic Access groups

Training (if required)

Synchronize Users to LDAP Data

Review Modules

Review MIME Types

Acquire Logging Admin

Acquire Licenses & Keys

Create Work Area

Setup OS +DBMSCreate Test Data

Create Test Plans

Run Test Plans

Documentation Turnover

Operation Turnover

Service desk turnover

Sample Transition and Transformation Plan

TurnoverComplete

TransitionComplete

Sample Plan

• Validate assumptions regarding platforms, hardware, Content Server software, third party software, integration with external components

• Determine integration with non-core modules

• Review MIME types in 9.7.1 environment

• Feasibility of acquiring Logging Administration Module

• Acquisition of required of licenses and license keys

• Creation of a work area (i.e. network share) for project-related software, scripts and documentation

• Creation of VMWare environment

• Installation and configuration of operating systems

• Installation and configuration of database

Planning

Infrastructure

Sample Plan

• Download OpenText and third-party software

• Review the patches required by each non-core and third-party module.

• Perform any needed OS software installs or configuration changes

• Installation of Content Server 10, non-core modules, third-party modules and patches

• Configuration of Content Server 10

• Creation of generic access groups for business evaluation

• Synchronize users to LDAP data

• Creation of test data and test plans. Run test plan to verify core functionality

• Provide walk through of Content Server 10 functionality

• Deliver documentation on Content Server 10’s installation, configuration and recommendations regarding ongoing maintenance

Deployment

Testing

Turnover

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www.sierrasystems.com

contact@sierrasystems.com