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1 © Copyright 2013 EMC Corporation. All rights reserved.
Migration & Upgrades: Best Practice Upgrade Pathways to EMC Documentum 7
2 © Copyright 2013 EMC Corporation. All rights reserved.
• 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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We Want to Hear Your Thoughts On This
Session!
OPTION 1:
OPTION 2:
Download the Momentum Mobile App and take the Survey
Complete the Survey sent via Email
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Agenda
Why Upgrade to Documentum 7 1
Planning 2
Tools 3
Scenarios 4
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Why Upgrade to Documentum 7
� Platform Innovation
� Access to new Client technologies and functionality
� Maintain Supportability for Fastest Restoration Time
7 © Copyright 2013 EMC Corporation. All rights reserved.
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
8 © Copyright 2013 EMC Corporation. All rights reserved.
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
9 © Copyright 2013 EMC Corporation. All rights reserved.
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
10 © Copyright 2013 EMC Corporation. All rights reserved.
Upgrade for xCP 2.0: Mobile Devices
Safari on iPad supported
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Documentum Support Timeline
Standard Support Extended Support
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
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
12 © Copyright 2013 EMC Corporation. All rights reserved.
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 • 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
13 © Copyright 2013 EMC Corporation. All rights reserved.
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
14 © Copyright 2013 EMC Corporation. All rights reserved.
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
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Transformation Strategy
• Virtualized Data Center
• Leverage resources across your enterprise
• Balance architecture against business demands
Consider Private Cloud
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• 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
17 © Copyright 2013 EMC Corporation. All rights reserved.
excellence with enterprise manageability
Operational on business requirements
Focus deployment with confidence
Solution
Proven TCO reduction
30 % 60 % -
18 © Copyright 2013 EMC Corporation. All rights reserved.
Best Practices
© Copyright 2013 EMC Corporation. All rights reserved. 18
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
19 © Copyright 2013 EMC Corporation. All rights reserved.
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
20 © Copyright 2013 EMC Corporation. All rights reserved.
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 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.
EMC CONFIDENTIAL — INTERNAL USE ONLY
21 © Copyright 2013 EMC Corporation. All rights reserved.
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
22 © Copyright 2013 EMC Corporation. All rights reserved.
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 [email protected]
23 © Copyright 2013 EMC Corporation. All rights reserved.
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)
24 © Copyright 2013 EMC Corporation. All rights reserved.
Best Practices
© Copyright 2013 EMC Corporation. All rights reserved. 24
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
25 © Copyright 2013 EMC Corporation. All rights reserved.
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
26 © Copyright 2013 EMC Corporation. All rights reserved.
Content Server Compatibility
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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)
28 © Copyright 2013 EMC Corporation. All rights reserved.
D6.7 Platform
Phased Upgrade Path to D7
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
29 © Copyright 2013 EMC Corporation. All rights reserved.
D6.7 Platform
Phased Upgrade Path to D7
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
30 © Copyright 2013 EMC Corporation. All rights reserved.
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
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.
EMC CONFIDENTIAL — INTERNAL USE ONLY
31 © Copyright 2013 EMC Corporation. All rights reserved.
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
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.
EMC CONFIDENTIAL — INTERNAL USE ONLY
32 © Copyright 2013 EMC Corporation. All rights reserved.
Leap Frog Upgrades
6.5 6.6 6.7 7.0
Content Server Installer supports in-place upgrades from 6.5 to 7.0
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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
34 © Copyright 2013 EMC Corporation. All rights reserved.
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
35 © Copyright 2013 EMC Corporation. All rights reserved.
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
36 © Copyright 2013 EMC Corporation. All rights reserved.
Upgrade & Migration Approaches Strategies to reduce business impact while consolidating resources
Content Interop
Transitional
Different Activities Same Data
Extend or
Facilitate Existing Solutions
Clear User or Application Definitions
37 © Copyright 2013 EMC Corporation. All rights reserved.
Upgrade & Migration Approaches Strategies to reduce business impact while consolidating resources
Migration
Disruptive
Replace Existing Solutions
New Technology capabilities align
with Business Need
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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
39 © Copyright 2013 EMC Corporation. All rights reserved.
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
40 © Copyright 2013 EMC Corporation. All rights reserved.
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
41 © Copyright 2013 EMC Corporation. All rights reserved.
Phases of an Documentum Upgrade
� Documentum upgrade is best accomplished using the following phased approach
– Planning phase – Development phase – Testing phase – Production phase
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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
43 © Copyright 2013 EMC Corporation. All rights reserved.
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
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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
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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
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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
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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
48 © Copyright 2013 EMC Corporation. All rights reserved.
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)
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When are you upgrading to D7? Tell us your plans, take a quick survey and win some prizes!
Momentum Lounge: Visit Social Media Center
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