Migration & upgrades best practice upgrade pathways to emc documentum 7

1© Copyright 2013 EMC Corporation. All rights reserved.
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

We Want to Hear Your
Thoughts On This
Session!
OPTION 1:
OPTION 2:
Download the Momentum Mobile
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Complete the Survey sent via Email

Agenda
Why Upgrade to Documentum 71
Planning2
Tools3
Scenarios4

Why Upgrade to Documentum 7
Ÿ  Platform Innovation
Ÿ  Access to new Client technologies and
functionality
Ÿ  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
Views
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
Today

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
© Copyright 2013 EMC Corporation. All rights reserved. 12
Planning your
Upgrade
Tools and
Programs
Scenarios
•  EMC Professional
Services Migration
Assessment
•  Upgrade vs. Migration
•  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
Planning your
Upgrade
Tools and
Programs
Scenarios
Services Migration
Assessment
•  OnDemand
•  Decoupling Clients
from Platform
Provisioning
and Early Adopter
Programs

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)
Ÿ  Traditional API-based migration tools:
–  Bound by Documentum Business and Security rules
–  Export-Import cycle may require long engagements
Ÿ  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
Ÿ  Large EMC Partner ecosystem (over 100 partners)
which can also help with migrations and upgrades
Ÿ  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
Planning your
Upgrade
Tools and
Programs
Scenarios
Services Migration
Assessment
•  OnDemand
•  Decoupling Clients from
Platform
Provisioning
and Early Adopter
Programs

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

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 *
* 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

Today

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

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
Ÿ  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
Ÿ  Practice with Test / Development Environment
Ÿ  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
Ÿ  Examines Docbase metadata for inconsistencies
–  Users & Groups - Workflow
–  ACLs - Types
–  Sysobjects - Data Dictionary
–  Folders and Cabinets - Lifecycle
–  Documents & Content Objects
Ÿ  Issues “Warning” for Referential Integrity type problems
Ÿ  Issues “Error” for corruptions
Ÿ  Contact Technical Support/Powerlink for resolutions

Testing the Upgrade
Ÿ  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
Ÿ  Involve users in testing as early as possible

Testing Phase
Ÿ  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
Ÿ  Tweak the hardware environment based on what was
learned through testing
Ÿ  Ensuring that all automatic tasks are complete
before upgrading
Ÿ  Perform the production system upgrade
Ÿ  Test the upgraded production system

Next Steps
Ÿ  Visit the EMC Community Network
–  Learn more about how EMC customers
are using the latest releases
Ÿ  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
Ÿ  Contact your solutions principal
about the free Migration Assessment
Ÿ  Complete the upgrade survey (next
page)

When are you upgrading to D7?
Tell us your plans, take a quick survey and win some prizes!
Momentum Lounge:
Visit Social Media Center
http://bitly.com/dctmsurvey
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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Migration & upgrades best practice upgrade pathways to emc documentum 7

Migration & upgrades best practice upgrade pathways to emc documentum 7

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