Make Your Move Transitioning Easily From E Room To Center Stage
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1© Copyright 2009 EMC Corporation. All rights reserved.
Make Your Move:Transitioning Easily fromeRoom to CenterStage
2© Copyright 2009 EMC Corporation. All rights reserved.
Taking CenterStage
What does this mean for eRoom and your eRoom deployment?
Does eRoom + CenterStage = MIGRATION?
What preparation is necessary?
The Next Generation of eRoom Has Arrived!
Understand the differences betweeneRoom and CenterStage, and plan ahead for
a successful move
3© Copyright 2009 EMC Corporation. All rights reserved.
Today’s Agenda
Building the eRoom Migration Business Case
eRoom Migration Approach & Strategy
Key Considerations for Migration Planning
Performing the Migration
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The Road to CenterStage
eRoom will be supported for many years to come
Semi-annual eRoom maintenance releases will continue
Customers can move to CenterStage at their own pace
License upgrade and data migration path will allow customers to migrate from eRoom to CenterStage
What does it mean for eRoom?
EMC is committed to the ongoing success of its eRoom customers
5© Copyright 2009 EMC Corporation. All rights reserved.
The eRoom Migration Business Case
Top 10 Reasons for Upgrading to CenterStage Pro
1010
99
88
77
66
55
44
33
22
11
Free upgrade for eRoom customers current on maintenance
Free eRoom content migration tool from Crown Partners
Modern web services and AJAX architecture for extensibility
Heterogeneous OS, database, application server support
Enterprise-class, globally scalable, multi-tiered architecture
Proven compliance & control to meet GRC requirements
eRoom-like ease-of-use & business-configured user experience
Reduced TCO through Documentum ECM platform
Global communities foster freeform, organization-wide conversations
Unmatched extended-enterprise productivity and agility
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Understand Your Migration Options
Determine which eRooms will be kept, migrated, archived, deleted
Not all eRooms are created equal
CenterStagePro Site
eRoom Site
CenterStagePro Site
CenterStagePro Site
eRoom Site eRoom Site
Scenario 1:Migrate all rooms
Scenario 2:Migrate select rooms
Scenario 3:No migration
FederatedSearch
FederatedSearch
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1. Plan
2. Deploy
3. Migrate
4. Manage
High-Level eRoom Migration Approach
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Detailed eRoom Migration Strategy
Migrate ManagePlan
Business
eRoom /CenterStage
Infra-structure
Operations
Use case prioritization Migration planning Training planning
Use case mapping Data migration pilot Governance policies Customization review
Deployment sizing System specification Security architecture Integration planning
Best practices / Governance planning
Disaster recovery plan Training planning
CenterStage policies & procedures
CenterStage configuration
Business process development
Template creation
CenterStage deployment
Security model implementation
Enterprise integration
Policies & procedures Help desk processes Knowledge base
creation
Migration plan validation
Migration results validation
Keep-Migrate-Archive-Discard planning
Migration mapping Content migration
Migration platform setup
Migration support
On-going CenterStage use case review & implementation
eRoom retirement
Enterprise-wide integration
Solutions mapping
Server consolidation
Infrastructure & application maintenance
eRoom retirement
Deploy
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KEY CONSIDERATIONSFOR PLANNING
Ensuring a Successful eRoom Migration
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Step 1: Understand Your eRoom Use Cases
Identify how eRoom is used today– Perform an inventory of how business users are employing eRoom
Internal/external collaboration space? Project management room? Substitute for a network drive?
Select use cases that are candidates for migration to CenterStage– Ideal scenarios leverage governance / risk / compliance, Web 2.0, or global
deployment benefits– Consider selecting use cases based on functional or geographic organization
Map eRoom use cases to CenterStage– Assess feature set differences between eRoom and CenterStage– Enhance use cases to leverage new CenterStage features
11© Copyright 2009 EMC Corporation. All rights reserved.
CenterStage Feature Roadmap
Team Productivity CS Pro 1.0 CS Pro 1.1 CS Pro 1.5 CS Pro D7
Team Workspaces
Packaged Templates
Contextual Discussions
Basic Content Services
Alerts
Content Preview
URL Links
Discussion Forums
Notes
Data tables and Adhoc Tasks
Enterprise Data Tables
Team Calendar
Surveys and Polling
Presence and IM
Real Time
Recycle Bin
Inbox / Email into workspace
Project Plan
Committed Projected Subject to change. For planning purposes only.
12© Copyright 2009 EMC Corporation. All rights reserved.
eRoom Communities Become Repository Instances
eRoom’s community membership model remains unique for now
eRoom communities will translate to discrete instances of a Documentum repository in CenterStage
eRoom Communities CenterStage Repositories
C1
C2
C3
eRoom Site Membership Documentum Content Server
LDAP
LDAP
LDAP
LDAP
LDAP
13© Copyright 2009 EMC Corporation. All rights reserved.
Step 2: Review Your eRoom Customizations
Complete a customization inventory
Determine which customizations are still relevant in CenterStage– Certain eRoom customizations may no longer be necessary due to CenterStage or
Documentum platform capabilities
Specify a re-implementation plan for customizations– No migration path available for eRoom customizations
eRoom CenterStage
UI Rendering
UI Framework &Implementation
Interfaces
Business Logic
Server-side Client-side
ASP 2.0 Ext JSVBScript, ASP Javascript, XML
SAAPI, XML DFS, applicationweb services
Native BOF, TBO, Aspects
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Step 3: Complete a Migration Pilot
Evaluate the migration process and outcome
Map eRoom content &behavior to CenterStage
Identify eRoomsReview results
Perform test migration
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Mapping eRoom Content to CenterStage Pro
eRoom Source CenterStage
Rooms Spaces
Membership Keep same LDAP connection
Groups Keep same LDAP groups
Permissions New permission levels
Discussions / Comments Discussion forums / Comments
Notes Custom folder object
File content Files with attributes
Folders Folders
Links Shortcuts
Room templates Create new templates
Databases Future Release
Calendars Future Release
Project Plans Future Release
Polls Future Release
Inboxes Future Release
WithCenterStage
1.0
WithCenterStage
1.1
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Step 4: Define a Governance Plan
Align business and operational processes – What, Who, How
Line of Business Organization IT
MembershipSpace lifecycleGlobal accessSecurityReportingDe-duplicationRetentionArchivalStorageBackupHigh-availabilityDisaster recoveryTrainingSupport
Space lifecycleContent policyVersioning policyTemplatesSpace home pageMembershipGroups / rolesAccess controlTraining
CommunityTraining
17© Copyright 2009 EMC Corporation. All rights reserved.
Step 4: Define a Governance Plan (cont.)
CenterStage offers more comprehensive support for GRC requirements than eRoom
Gain familiarity with EMC offerings that can facilitate your governance efforts with CenterStage
– Documentum Retention Policy Services– Documentum Content Storage Services– Documentum Reporting Services– EMC Avamar Data Deduplication– VMware Infrastructure & vSphere– RSA Access and Identity Management
18© Copyright 2009 EMC Corporation. All rights reserved.
Step 5: Plan the CenterStage Deployment
Heterogeneous platform support– Choose from supported OS, database, and J2EE application server
High-availability: Hardware load balancing and software clustering
Multiple installation options
Single-Server Departmental Multi-Server Enterprise
CenterStage offers new deployment options to consider
19© Copyright 2009 EMC Corporation. All rights reserved.
Storage
Content Server
CenterStageApplication
Relational DatabaseServer
FileServer
J2EE Application Server
• DAS• NAS• SAN
• Oracle• MS SQL• IBM DB2• Sybase
* Not intended to represent all supported configurations
• Windows• Mac
• Blackberry• Others
CenterStage High-Level Architecture
IndexServer
ThumbnailGenerator
Content IntelligenceServices (CIS)
Web Services
Clients
• Windows• Solaris• Linux• AIX • HP-UX
FederatedSearch
Services (FS2)
20© Copyright 2009 EMC Corporation. All rights reserved.
Step 5: Plan the CenterStage Deployment (cont).
Size the CenterStage deployment based on projected usage– CenterStage System Sizing worksheet will be available with CenterStage 1.0– Remember how eRoom communities translate to docbases
Define server requirements based on sizing exercise– Leverage broader platform support with CenterStage as necessary
Define CenterStage deployment / network architecture
Define information security architecture– User management, role definition, internal / external access methodology, encryption,
etc.
Design integration with enterprise ecosystem– LDAP, Single Sign-on, enterprise search, other applications, disaster recovery, etc.
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PERFORMING YOUR MIGRATION
Ensuring a Successful eRoom Migration
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A Standard Conversion Model is Your Roadmap for Success
22
Content Server
CenterStageeRoom RedCarpet
orBuldoser Center
eRoomeRoom
eRoom
Standard Conversion Model
• Technical Environments• Conversion Software • Steps
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Qualified Technical Environments: Sources
Conversion from selected sources is covered in the standard conversion model:
eRoom eRoom Enterprise
Version 7.3 Yes Yes
Version 7.4 Yes Yes
Other sources are not covered in the standard conversion model. A modified model is required to address other sources.
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Conversion to selected targets is covered in the standard conversion model:
CenterStage Essentials
CenterStage Pro
Version 1.0 Yes Yes
Version 1.1 Yes Yes
Version 1.5 Yes Yes
Version D7 Yes Yes
Other targets are not covered in the standard conversion model. A modified model is required to address other targets.
Qualified Technical Environments: Targets
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RedCarpet Provides Base Features, Buldoser Center Provides More
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Select the ETL Product for Your Needs
RedCarpet is Recommended for…• Smaller conversions• Direct conversion and mapping
without transformation • Conversion from eRoom and eRoom
Enterprise (7.3 & 7.4)• Conversion to CenterStage 1.0, 1.1,
1.5 , D7
Buldoser Center is Recommended for…• Larger conversions• Conversion with transformation or
custom mapping• Conversion from eRoom and eRoom
Enterprise (7.3 & 7.4) and other environments
• Conversion to CenterStage 1.0, 1.1, 1.5 , D7 AND Content Server AND Documentum Archive
• Free (No cost) licensing• Supplementary support services
available via Developer Support
• Cost-per-target-repository licensing• Maintenance and support contract
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Relative Timing of CenterStage, RedCarpet, and Buldoser Center Releases
Each of the CenterStage releases will be followed by a corresponding RedCarpet and/or Buldoser Center release
Subject to Change
2H 2008
In order to encourage conversion to CenterStage, EMC and Crown Partners have organized a beta program for both CenterStage and RedCarpet
Q2 2009 Q3 2009 Q4 2009 1H 2010
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RedCarpet & Buldoser Center Provide Support to Match CenterStage
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