Documetum Upgrade

8/9/2019 Documetum Upgrade

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2 Copyright 2013 EMC Corporation. All rights reserved.

This presentation contains forward-looking statements as defined under the USFederal Securities Laws.

EMC makes no representation and undertakes no obligations with regard to product

planning information, anticipated product characteristics, performancespecifications, or anticipated release dates (collectively, Roadmap Information).

Roadmap Information is provided by EMC as an accommodation to the recipientsolely for purposes of discussion and without intending to be bound thereby, and issubject 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 inplace with your organization.

Safe Harbor Disclaimer


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We Want to Hear YourThoughts On This

Session!

OPTION 1:

OPTION 2:

Download the Momentum MobileAppand take the Survey

Complete the Survey sent via Email


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Agenda

Why Upgrade to Documentum 71

Planning2

Tools3

Scenarios4


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Why Upgrade to Documentum 7

! Platform Innovation

!

Access to new Client technologies andfunctionality

! Maintain Supportability for FastestRestoration Time


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Whats New in Documentum 7

Lower

TCO

Higher

TCE

Enhanced

Trust &Security

Reduced resourceutilization and increasedperformance via

Intelligent SessionManagement

Type Caching

FIPS 140-2 Level 1Compliance

Centralized KeyManagement

AES Encryption

Improved ContentIntelligence viaxPlore 1.3

Private CloudDeployment via xMS


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Upgrade for xCP 2.0:Business User Productivity

Personalized and RoleBased InformationViews

Rich and FlexibleLayouts

All AvailableInformationIn Context

Rich in ContextAnalytics


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Upgrade for xCP 2.0:Solution Developer ProductivityIntegrated Analytics and

Discovered Metadata

Flexible UI Composition

Data Services and DataDriven UI

Model ComplexBusiness Processes

Information Modelingand Relationships


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Upgrade for xCP2.0: Mobile Devices

Safari on iPad supported


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Documentum Support Timeline

Standard Support

Extended Support

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Best Practices

Copyright 2013 EMC Corporation. All rights reserved. 12

Planning yourUpgrade

Tools andPrograms

Scenarios

EMC ProfessionalServices MigrationAssessment

Upgrade vs. Migration

Private Cloud

OnDemand

Decoupling Clientsfrom Platform

Leap Frogging

Multistage Acceptance

Client Pathways

Upgrade Phases

xMS for RapidProvisioning

EMC Migration Appliance

Rapid Success Programsand Early AdopterPrograms


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Limited Time

Available through August 2013

FREE, one-week MigrationAssessment from EMC IIG

Professional Services

Deployment Analysis

Optimal upgrade/migration path

Focus in on key applications andcomplex transitions for your

enterprise

How to Upgrade: EMC MigrationAssessment


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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 tothe 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


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excellence with enterprise

manageability

Operationalon business

requirements

Focusdeployment with

confidence

Solution

Proven TCO reduction

30

%

60

%-


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Best Practices



Tools andPrograms

Scenarios



Private Cloud

OnDemand

Decoupling Clientsfrom Platform

Leap Frogging


Client Pathways

Upgrade Phases





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DevelopmentStaging

ProductionHigh Availability

Automatically provision &configure Documentum and xCPimplementations

using EMC recommended bestpractices

With built-in and pre-configuredVMware Hyperic monitoring

D7.0 and xCP 2.0

blueprints

Windows

ContentServer

xPlore tcServer

Windows Windows

VMware Template

Provisioned VirtualEnvironment

xCelerated Management System (xMS)1.0


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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 ofdiscussion and without intending to be bound thereby, and is subject to change without notice.

EMC CONFIDENTIAL INTERNAL USE ONLY


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EMA Major Use Cases

DCM to D2 LSCustomer wants to migrate a legacyDCM application (and data) to D2

LS solution

OnDemand andCloning

Customer wants to move fromon-prem to off-prem; or wants to

clone and upgrade a repository

ConsolidationCustomer wants to consolidate their

repository footprint, combining

smaller repositories together


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EMC Documentum 7.0Rapid Success Program (D7RSP)Participant Profile:

Must be an existing EMC customer,partner or employee

Must be planning to move to D7 byend of year

Must secure and commit resources tosupport the project

Provide reference upon successfuldeployment

Customer Benefits:

Upgrade Assessment

Accelerate your upgradeor migration to D7

Receive EnhancedProgram Support fromEMC D7 team

Share best practices inweekly usergroup forum

Space is LimitedRegister Online by: May 17, 2013

http://bit.ly/D70RSP

For more information, please contact [email protected]


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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)


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Best Practices



Tools andPrograms

Scenarios



Private Cloud

OnDemand

Decoupling Clients fromPlatform

Leap Frogging


Client Pathways

Upgrade Phases





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D6.7Platform

Decoupled Clients for Flexible Upgrades

D7Platform

D6.7 SP2Client

6.7SP2 clients are compatible with D7 Content Server

Upgrade client and server technologies separately

Protect your client investments and maintain your current userexperience

Upgrade to D7 platform to take advantage of TCO and otherimprovements

Clients

Decoupledfrom PlatformVersions


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Content Server Compatibility


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D6.7Platform

Phased Upgrade Path to D7

6.7SP1Client

Upgrade Clients to 6.7 SP2

Available in Q1 2013

Webtop certification for D7

6.7SP2 Client

xCP 1.6 SP2 (6.7 SP2)


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D6.7Platform


6.7SP1Client

D7Platform

6.7SP2 Client

xCP 1.6 SP2 (6.7 SP2)

Upgrade Platform to D7

Directly upgrade Content Server from6.5, 6.6 or 6.7 to 7.0

Upgrade Clients to 6.7 SP2




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D6.7Platform


6.7SP1Client

D7Platform

6.7SP2 ClientXCP2.0

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 from6.5, 6.6 or 6.7 to 7.0


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Coexistence of Clients with xCP 2.0

D7Platform

Webtop6.7 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 tomigrate your

client if youdont need to!

TaskSpace6.7 SP2 D2 4.1

xCP 2.0




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Webtop 6.7 SP2TaskSpace 6.7 Sp2

Digital Asset Manager 6.5 SP6Media Workspacee 6.5 SP5

WebPublisher 6.5 SP7CenterStage 1.2 SP2

More Client Support for D7




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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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Reduce Downtime

6.7 7.x

1.

Build New System in Parallel2. Test Content Migration

Content Migration (or InPlace Upgrade)

Multipass DatabaseUpgrade and Validation

User Acceptance3. System swap in quiet

period


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Upgrade & Migration Approaches

Side by Side

Minimum ImpactSeparate SolutionsSeparate Data

Maintain CurrentSolutions

Enable NewTechnology for

New Solutions

Strategies to reduce business impact while consolidating resources


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Upgrade & Migration ApproachesStrategies to reduce business impact while consolidating resources

ContentInterop

TransitionalDifferent ActivitiesSame Data

Augment orFacilitate Existing

Solutions

Clear User or

ApplicationDefinitions


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ContentInterop

TransitionalDifferent ActivitiesSame Data

Extend orFacilitate Existing

Solutions

Clear User or

ApplicationDefinitions


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Migration

Disruptive

Replace ExistingSolutions

New Technologycapabilities align

with Business

Need


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New Client Decision: D2 and/or xCP?Criteria D2 xCP

What technology toconsider fromWebtop?

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 besurfaced to the user interface

Business problemControlled documents

Content distribution

Process-centric

Information intensive

User experienceConfiguredUser-Personalizable

Custom

Out-of-the-boxclient

Yes No

Core functionality

Content / virtual documents / advancedpublishingBasic workflowRegulatory (document control)

Business processesCase ManagementAnalytics/Dashboards

DocumentumPlatformCompatibility

Version 6.7 and 7.0xCP 1.6 for 6.7 and 7.0xCP 2.0 for 7.0


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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


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Additional Challenges Work to remove customizations using configurability

Rebuild essential customizations in D2/xCP 2.0Customizations

3rd Party System Integrations, DRL references, WCMObject IDRetention

Some workflows may need to be closed out Or run old/new clients in parallel

RunningWorkflows

Docbasic scripts (32bit to 64bit)Recompilation

3DES to AES Asynchronous update job

ContentEncryption


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Phases of an Documentum Upgrade

! Documentum upgrade is bestaccomplished using the following phased approach

Planning phase

Development phase Testing phase

Production phase


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Development Environment Practices1. Install the new version of products

2.

Gain familiarity with new features andperformance aspects of the release

3.

Determine steps needed to migratecustomizations

4.

Test customizations in the new test installation

5. Ensure that the right hardware resources areavailable


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Practicing the Upgrade! Practice with Test / Development Environment

! Practice with a cloned system to avoid theunexpected

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 theynormally would in production

Conduct targeted testing and benchmarks for any knownrisk areas

Test and document the upgrade process


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Production Phase

! Tweak the hardware environment based on what waslearned through testing

! Ensuring that all automatic tasks are completebefore upgrading

! Perform the production system upgrade

! Test the upgraded production system


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Next Steps! Visit the EMC Community Network

Learn more about how EMC customersare using the latest releases

! Momentum @ EMC World 2013 Migration/Upgrade track

(5 sessions)! EMC Migration Appliance

(e.g., Webtop to D2, DCM to D2 LifeSciences)

! D7 and xCP migration and upgrades

! Move to OnDemand

! Contact your solutions principalabout the free Migration Assessment

!

Complete the upgrade survey (nextpage)


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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

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, 2013Prize Announcement: May 31, 2013

For Official Rules: https://community.emc.com/docs/DOC-23959



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