make your move transitioning easily from e room to center stage

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Make Your Move:Transitioning Easily fromeRoom to CenterStage


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


Today’s Agenda

Building the eRoom Migration Business Case

eRoom Migration Approach & Strategy

Key Considerations for Migration Planning

Performing the Migration


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


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


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


1. Plan

2. Deploy

3. Migrate

4. Manage

High-Level eRoom Migration Approach


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


KEY CONSIDERATIONSFOR PLANNING

Ensuring a Successful eRoom Migration


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


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.


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


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


Step 3: Complete a Migration Pilot

Evaluate the migration process and outcome

Map eRoom content &behavior to CenterStage

Identify eRoomsReview results

Perform test migration


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


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


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


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


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)


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.


PERFORMING YOUR MIGRATION

Ensuring a Successful eRoom Migration


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


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.


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


RedCarpet Provides Base Features, Buldoser Center Provides More


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


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


RedCarpet & Buldoser Center Provide Support to Match CenterStage


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