2
Training HighlightDays Goals
Day 1 - Developing high level understanding of various components involved and migration process using Tzunami Deployer
- Understanding eRoom7 structure & contents- Setup
Day 2 - Using Tzunami eRoom Exporter to view and export eRoom contents- Developing in-depth understanding content deployment using Tzunami Deployer
Day 3 - Content modeling and committing - Deployer advanced options and migration automation using rule engine
Day 4 -Batch migration-Remote & Licensing service- Trouble shooting
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Content Migration – Content
• Typically– Microsoft Office, Adobe PDF– XML documents, images, audio, video, …
• Reality– Document streams (file contents)– Metadata (content properties)– Structure (folders)– Access controls (security)
4
Content Migration – Content
Source Content Store SharePoint Environment
4. Access Role Based Access Control 4. Access Site, Library and List Access Control
3. Structure Collection, Facility, eRoom, Folder 3. Structure Site Hierarchies, Multiple Libraries, Folders
2. Metadata Extensible Item Schemas, Document Properties 2. Metadata Custom Document Library and List Column
Properties
1. Document Document, Contacts, Discussion, Poll, Calendar, Appointment, Task, etc. 1. Document Document, Picture, and XML Forms Libraries
Tool
5
Content Migration – Processes
• Analyzing• Planning• Modeling• Extraction• Mapping• Injection• Verification
6
Content Migration – Challenges
• Need for Co-existence• Source/Target Architectural Differences• Often Outdated Source System• Data Volume Involved• Varying Needs
7
Tzunami Deployer Features
• Tool for rapid migration and consolidation of contents from multiple sources into Microsoft SharePoint
• Migrate from wide range of content sources
• Content modeling • Drag and drop migration• Metadata management• Security migration • Customizable mapping• Offline simulation environment
8
Tzunami Deployer Features
• Tool for rapid migration and consolidation of contents from multiple sources into Microsoft SharePoint
• Automates bulk of migration tasks• Saves time & reduces migration cost• Supports remote operations• Supports multitasking model• Supports scripted/batch migration• Ensures content consistency and
accuracy at every stage
11
Tzunami Deployer Phases
• Exporting source content
• View source contents• Select contents to extract• Extract to local file store• Extract metadata, hierarchy & security
Export to TDX LoadeRoom
12
Tzunami Deployer Phases
• Loading source and target information– The first stage of defining a Tzunami Deployer project is
to load the information that will be required for the project.
• Load source content• Load target structure
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Tzunami Deployer Phases
• Perform virtual migration– The next stage is to simulate a migration from source to
target
• Deploy source content to target• Work independent of source or target• Undo and retry if needed
14
Tzunami Deployer Phases
• Modeling target SharePoint structure– Design or modify the target SharePoint structure into
which the content of the source systems will be deployed
• Simulate target SharePoint• Create or modify SharePoint sites,
libraries, lists, folders and security in target
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Tzunami Deployer Phases
• Committing the migration
• Reflect changes to target SharePoint• Failsafe operation
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eRoom - History
• eRoom is an online project collaboration solution
• Started in 1996 Instinctive Technology (v5), led by CEO Jeffrey Beir.
• Acquired in 2002 by Documentum (v6)• Acquired in 2003 by EMC Corporation
(v7) added project/customer management
• Latest Version: 7.41
eRoom Architecture
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eRoom Browser
Browser and Plug-in
Custom Application
eRoom Monitor
Web Development
Client Tier
eRoom Web Service Real Time Service IM Integration ServiceMiddle Tier
Database File Server
Directory Server
Email Server
Index Server
Content Server
Back End Server
eRoom 3 – Tier Architecture
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eRoom Site Architecture
eRoom 7 Site
Community - A
Facility A1
Facility A2
Facility A3
eRoom X1
eRoom X2
eRoom X3
Community - B
Facility B1
Facility B2
Facility B3
eRoom Y1
eRoom Y2
eRoom Y3
Community - C
Facility C1
Facility C2
Facility C3
eRoom Z1
eRoom Z2
eRoom Z3
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eRoom Security Architecture
SML
eRoom Site Security
eRoom Site
Community A
Community B
Community C CML C
CML B
CML A
External Authentication
SourceFacility C3
eRoom X1
eRoom X2eRoom X3
CoordinatorParticipants
Observer
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eRoom Object Structure
eRoom Objects
Link Note Folder Inbox
Database Calendar File Poll DiscussionAnnouncement Project Plan
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eRoom – Migration Workflow
Expo
rtLo
ad Tzunami RemoteServices
Microsoft SharePoint Server
Database Server
SharePoint Farm
TDX
CommitCommit
eRoom Server
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eRoom to SharePoint 2010
Tzunami D
eployer
Facility
eRoomeRoomeRoom
Facility
eRoomeRoomeRoom
Folder
Calendar
Database
Discussion
Files
Poll
Inbox
Note
Link
Facility
eRoomeRoomeRoom
EMC D
ocumentum
eRoom
FacilitiesRoomsDocumentsFoldersLinksDatabasesMailboxesCalendarsDiscussionsPollsProcesses Databases.Project Schedule
Load
Tzunami Exporter
Export
Deploy, M
odel &
Comm
it
Mapping
Mapping
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Setup
• Tzunami Deployer• Tzunami eRoom Exporter• eRoom
– Creating Community– Creating Facility– Creating eRooms– Setting Security– Creating Objects/Items
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Workshop• Setups
– Tzunami Deployer– Tzunami eRoom Exporter– Remote Service
• eRoom– Creating Community– Creating Facility– Creating eRooms– Setting Security– Creating Objects/Items
Migration Process
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Migration Process- Export
Facility
eRoomeRoomeRoom
Facility
eRoomeRoomeRoom
Folder
Calendar
Database
Discussion
Files
Poll
Inbox
Note
Link
Facility
eRoomeRoomeRoom
Export
FacilitiesRoomsDocumentsFoldersLinksDatabasesMailboxesCalendarsDiscussionsPollsProcesses DatabasesProject Schedule…
Commit
Tzunami Deployer
Loading Source/Target Information
Deploying
Commit
Modeling
Load
Tzunami eRoom Exporter
Configuration
Filter
Select Content
Select Destination
View Export Report
TDX, STDX, File Store
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Tzunami eRoom Exporter
• Exports selected eRoom contents to TDX, STDX and FileStore
• Pre-Requisites– Microsoft .NET framework 3.0– Must be run on eRoom Server (6 or
above)
• Can be run as standalone application or integrated with Tzunami Deployer
• Supports command line invoking
Migration Process
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Configuration - General
• Select types of eRoom contents to export
• Files• Mail Items• Links
– Link as ASPX file• Notes• Discussions• Polls• Calendars• Databases• Project Plans• Announcements (eRoom 7 or above)
Migration Process
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Configuration – Advanced • Security• Versions• Version Comments
• Configure advanced export settings
Migration Process
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Content Filter
• Set filter on eRoom contents to export
• Select property• Select condition• Add/Remove condition
Migration Process
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Destination
• Select destination folder to store the exported contents• Save specification file to be used as template for
command line export (optional)
• Export Specification File• Choose destination near the root drive
Migration Process
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Command Line Export
• Automate bulk export
TzunamiExporter.exe [-r <ResultFile>] -s <ExportSpecificationsFile>
• Non interactive mode of export• Provide export options through
Specifications file• Perform batch export• Schedule export
Migration Process
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Export – Best Practices• Export in small chunks • Organize exported data• Move dynamically through migration phases• Ensure consistency• Select Facility and Room during export to avoid confusion
later in Deployer
Migration Process
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Migration Process– Loading
Tzunami Deployer
Loading Source/Target Information
Deploying
Commit
Modeling
Create a Project
Load Source TDX
Connect Target
Load Target
Tzunami Exporter
Load
eRoom TDX
Facility
eRoomeRoomeRoom
Facility
eRoomeRoomeRoom
Folder
Calendar
Database
Discussion
Files
Poll
Inbox
Note
Link
Facility
eRoomeRoomeRoom
Export
FacilitiesRoomsDocumentsFoldersLinksDatabasesMailboxesCalendarsDiscussionsPollsProcesses DatabasesProject Schedule...
Commit
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Creating a Project
• Stores all the information related to a particular project in a Tzunami Deployer Project
Migration Process
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Selecting Target to Load
• Select Web Application• Select Site Collection, Sites and Items…
Migration Process
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Loading Target
• Load target SharePoint structure information including sites, lists, libraries, folders, documents, items, security and metadata information.
Migration Process
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Loading – Best Practices
Migration Process
• Load only what is needed– Load structure and then reload desired structure for
content– Version for target need not be loaded
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Migration Process – Deploying
Tzunami Deployer
Loading Source/Target Information
Deploying
Commit
Modeling
Structure
Mapping
Security
Deploy Options
Filtering
Defective Items
Deployment Report
Tzunami Exporter
Load
eRoom TDX
Facility
eRoomeRoomeRoom
Facility
eRoomeRoomeRoom
Folder
Calendar
Database
Discussion
Files
Poll
Inbox
Note
Link
Facility
eRoomeRoomeRoom
Export
FacilitiesRoomsDocumentsFoldersLinksDatabasesMailboxesCalendarsDiscussionsPollsProcesses DatabasesProject Schedule…
Commit
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Deploy Option
• Deploying contents from source to target
• Structure• Files• Security
Migration Process
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Deploy Option – Structure
• Select appropriate target• Rule engine provides auto suggestions
Migration Process
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Target Suggestions for eRoomeRoom Item Type Relevant SharePoint Types
Facilities Web Application (create manually in SharePoint)Site Collection
Room Site CollectionSite
Discussion Discussion Board
Poll Survey
Calendar Calendar List
Project Plan Task ListGantt
Inbox Document Library
Database For the basic database templates, some SharePoint lists (Contacts List, Links List, and so on)Generic List
Folders Depending on the content of the folder, valid options may include migrating as Lists, Folders, or even Sites
Documents Files in a Document Library
Notes Items in a Generic List
Links Items in a Links List
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Deploy Option – Property Mapping
• Mapping of source properties to target properties
• Add missing properties• Choose not to move one or more
properties to target• Export/Import mappings
Migration Process
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Deploy Option – Value Mapping
• Mapping of source property values to target property values
• Map values for Choice and Boolean properties
Migration Process
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Deploy Option – Security• Group mapping• Entity mapping• Role mapping
• Map source security structure to target
Migration Process
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Defective Items
• Displays all defective items that will fail to migrate if not fixed
• Displays cause of the defect
Migration Process
• Deployment verification and fixing• Fix issues before proceeding• Cancel and redeploy if needed
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Deployment – Best Practices• Review the Deploy Reports for any warnings• Locate known deployment problems early• Keep in mind SharePoint column limitations while adding
missing properties• When migrating Polls as Surveys, each question is
represented as a property. You can add the various questions as part of the deployment process
• For folders that contain several types of items, Tzunami recommends filtering the folders based on the eRoom Item Type property and migrating each type of item to a different list
• Simulate multiple deployments for a source type till you find the one that suits your needs best. Use the same deployment pattern for that item type in future Migration Process
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Migration Process– Modeling
Tzunami Deployer
Loading Source/Target Information
Deploying
Commit
Modeling
Structure
Metadata
SharePoint Security and Permission
Tzunami Exporter
Load
eRoom TDX
Facility
eRoomeRoomeRoom
Facility
eRoomeRoomeRoom
Folder
Calendar
Database
Discussion
Files
Poll
Inbox
Note
Link
Facility
eRoomeRoomeRoom
Export
FacilitiesRoomsDocumentsFoldersLinksDatabasesMailboxesCalendarsDiscussionsPollsProcesses DatabasesProject Schedule…
Commit
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Modeling Structure
• Design target structure (Full, Partial, Auto)• Modify or delete items in the target SharePoint structure
• Sites• Lists• Folders• Items
Migration Process
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Modeling Metadata
• Documents and data items have associated metadata• Design/Edit/Delete metadata
• Create new property sets• Duplicate property sets• Create new properties• Copy property set
Migration Process
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SharePoint Security and Permission
• Contents can be secured at all hierarchy levels: site, list, library, folder, or item
• Create groups• Assign permissions to users• Modify or delete groups• Modify permissions• Edit Permission Levels• View the Users Permissions report• Import/Export users
Migration Process
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Modeling– Best Practices• Drag and Drop • Mass Deploy • Review the Deploy Reports for any warnings• Locate known problems• Create a web app for each Facility and the facility Rooms
in it
Migration Process
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Migration Process- Committing
Tzunami Deployer
Commit
Modeling
Commit
Batch Commit
Loading Source/Target Information
Deploying
Tzunami Exporter
Load
eRoom TDX
Facility
eRoomeRoomeRoom
Facility
eRoomeRoomeRoom
Folder
Calendar
Database
Discussion
Files
Poll
Inbox
Note
Link
Facility
eRoomeRoomeRoom
Export
FacilitiesRoomsDocumentsFoldersLinksDatabasesMailboxesCalendarsDiscussionsPollsProcesses DatabasesProject Schedule…
Commit
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Commit
• Upload changes to target• Select commands to commit
• Commit Now• Commit Later
Migration Process
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Batch Commit• Non-interactive migration• Run as Command-line tool• Work offline from SharePoint• Commit operations in batch• Schedule commit with Windows Task Scheduler
Migration Process
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Commit – Best Practices• *** Check for problems before commit• Run several Deployer instances on one server • Don’t waste time, work in parallel• Avoid ex-Deployer SharePoint changes during commit• Estimate commit time• Schedule commits if necessary• Verify target after commit
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Deployer Advanced Options
• Configure Tzunami Deployer behavior
• General• Save• Mapping• Logging• SharePoint• Rule Engine• Auto Fixes
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Deployer – Advance Settings
• Specify the path to the Custom Global Templates mapping file
• Lists of Custom Domains (separated with commas (,)) to read Active Directory users and groups from
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Rule Engine
• Offers best matching suggestions during different stages of migration
• Create and reuse rules to match your needs
• Automate migration decisions
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Rule Set
• Contains several built-in Rule Sets that define some common deployment logic schemas.
• Create a Rule Set• Duplicate a Rule Set• Create a Rule in a Rule Set• Duplicate a Rule in a Rule Set• Define Conditions• Define Actions
77
Tzunami Deployer Remote Service
• Required to support remote operations on SharePoint• Can handle requests from multiple Deployers
Tzunami Deployer Remote Service
Tzunami Deployer Licensing Service
Tzunami Deployer
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Tzunami Deployer Licensing Service
SharePoint A
SharePoint B
Deployer
Deployer
Deployer
Remote Service
Remote Service
Remote Service
Licensing Service
Licensing Service
Licensing
Service
Console
Licensing
Service
Console
Production scenario
Tzunami
• Provides project manager with an overview of the current license
• Ability to update new licenses
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Planning Your Migration• Divide the project into phases:
– Development stage – 10% migration to a test environment
– Migration POC stage – presenting partial results to the client
– Production stage
• Check migration results in SharePoint• Plan meta-data migration• Keep connection to the source system• Pre-Modeling of SharePoint• Plan how to use your hardware• Monitor your environment
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Best PracticesSource Analyzing Phase• How many items do you have in the source• Which items do you have in the source• Identify complex issues with the source
Export Phase• Export in small chunks • Organize exported data• Move dynamically through migration phases• Ensure consistency
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Best PracticesProject Preparation Phase• Use a template project• Be organized • Prepare a project for Deploying
Deploy Phase• Drag and Drop • Mass Deploy • Review the Deploy Reports for any warnings• Locate known problems
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Best PracticesAll Phases• Look-out for problems • Save the Export/Deploy/Commit reports with any
warnings or errors • Notify the Tzunami Support Team on any such issues
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Tips and Tricks• Multi select and change property• TDX Tools• Find Windows• Filter• Rule Engine• Cross domain user mapping• Find problem• Drill down reading• Delta migration
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eRoom vs. SPGood Part• Similar to Raw SharePoint
– Related Objects and Metadata– Has item level equivalence in SP– Minimal customization
Bad Part • Too much flexible in terms of arranging contents and managing security• Hierarchical Dissimilarity with SP
– Data items and document under same folder– Attachments to containers and documents
• Column Limit issues can occur because of the need to add too many columns.– Add properties carefully
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