IPM 11g MigrationBest Practices

Shadrach WhiteCTO, ImageSource

IPM History› .Net / C# Microsoft OS Centric imaging and

human workflow based document management suite

› Originally architected in the 1990’s by Optika› Thousands of customers worked mainly with

resellers and integrators to implement EDMS and imaging solutions

› Stellent acquire Optika in 2004› Oracle acquires Stellent in 2006

Benefits of Moving to IPM 11g› SOA ›Web based›Continue to utilize SQL databases› Extensible architecture›Open integration to MANY lines of business apps›No thick client› Ease of use/streamlined›New look and feel

Oracle IPM 11g - Java Based Fusion Middleware Platform

UCM IPM SOA

BPM

Weblogic Application Server

Identity Store Backend Database

Components Needed to Install IPM 11g›Oracle JRockit Java Runtime›Repository Creation Utility 11.1.1.3›Weblogic Server 11g 10.3.3› Enterprise Content Management 11g 11.1.1.3› Service Oriented Architecture 11g 11.1.1.3

Business Decisions: Migration from 10gR3 to 11g› Licensing Migration› Concurrent to processor based model

›Hosted› On-premise› Cloud – subscription based

›Operating System› Windows› Linux

›Database› SQL › DB2› Oracle

Technical Decisions: Migration from 10gR3 to 11g›Hardware infrastructure›Oracle DB or Microsoft SQL DB› LOB Integrations›Capture Platform›Data Migration Plan›No support for COLD/ERM

Migration Best Practices

Migration Best Practices› Imaging vs. Workflow› Just imaging – Less complex › Workflow› Rebuild when migrating to 11g› Importance of Evaluating/improving workflows

Oracle 10gR3 Builder

Oracle 11g BPM Studio

Migration Best Practices›Migrating Repositories› ILINX Export› Effectively transfer content stored in 10g to 11g

10g Content

11g Content

ILINX Export

Migration Best Practices›Plan for Effective Project Execution › Run both systems when going live› Offers training opportunities› Work out bugs› Eases transition

› ILINX Export bulk exports new documents

11g

10g

Capture Options

Oracle Document Capture Oracle Forms

Recognition Kofax Capture

KTM

ILINX CaptureILINX Capture + Canon ScanFront 220

ILINX Capture Mobile

Multi-National Financial Organization Migration Scenario›User communities in a dozen countries› Three global theatres of operation execute

shared service centers› The America’s (North & South America)› EMEA (Europe, Middle Ease & Africa)› APAC (the Asia Pacific Region)

›Uptime is mission critical

Multi-National Financial Organization Migration Scenario› IPM 10gR3 integrated with Oracle Financials›Capture Environment› Kofax Advanced Capture & ILINX® Capture › Releases to Oracle IPM

›COLD applications input through data feeds › ILINX ERM Report Capture

› Financial applications route through IPM workflows› Route to AP processors in different countries

Multi-National Financial Organization Migration Scenario Migration Requirements›Maintain all existing functionality›Upgrade with minimal disruptions to operations› Ensure integrations are maintained›Migrate image content and associated index

data›Migrate workflow to new platform› Training for users & administrators

Multi-National Financial Organization Migration Scenario Migration Strategy›Develop functional implementation plan›Develop change management plan›Develop data migration strategy

Scenario: Change Management› Indentify key changes in user interface› Indentify how business processes impacted› Timeline and resource requirements› Determine which managers to engage

›Communication mechanisms› Email› SharePoint collaboration site› Informational meeting at strategic intervals

› Engage training department› Cheat Sheets› Training Materials

Scenario: Technical & Operational›Network Architecture› Bandwidth constraints related to changes in

11g› 10g documentation leveraged

› Server Architecture› Implement parallel server architecture

›Desktop› Impact of all web based client access in 11g to

operations in Oracle IPM windows client

Scenario: Data Migration Strategies› Scheduling requirements›Critical resources› Specialized products› Capture Platforms› New version of ILINX Release Scripts

› Imaging Applications› Duplicate existing imaging application in 11g› ILINX Export for images and associated index data

› Workflows› Rebuilt using SOA/BPEL architecture

› COLD Processing› ILINX ERM Report Capture

Resources to Assist in Planning›Download the software at Oracle technology

Network (OTN): http://www.oracle.com/technetwork/indexes/downloads/index.html. › Easy access to all administrator, user, and

developer manuals over the web: http://download.oracle.com/docs/cd/E14571_01/ecm.htm› ImageSource White Paper› ImageSource Blogs – imagesourceinc.com › Twitter Feed @Oraclee20

Conclusion›Migration not an upgrade› Java based platform› There are products available to assist› Experts available to assist

Questions?

Shadrach WhiteCTO, ImageSource

shadw@imagesourceinc.com360-943-9273