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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
