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Migrating from eRoom to SharePoint, a success story
Valy Greavu, MVP, Green Light, valygreavu.com, @valygreavu
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Huge thanks to my “sponsors & partners”!
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• Context
• Assessment
• Start the game
• Single Point of Management
• Change management
• Technical aspects
• Reporting and closing steps
Agenda (200)
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CONTEXT AND MOTIVATION
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• Success consists of going from failure to failure without loss of enthusiasm. (Winston Churchill)
Context and motivation
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• New platforms vs. Old platforms
• Future vs. Past
• Learning a defunct technology
• ? -> HTML
• ? -> XML
• Mainframe -> PC -> Cloud
• RDB -> File Server -> Web -> XML
• Main goal> Go down a platform
Context and motivation
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• What eRoom is?
– EMC Corporation
– eRoom Technology + Documentum
• collaborative software
• audit management
• deal management
• customer management
• project management
Context and motivation
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• 2Connect
– SharePoint 2010 Enterprise platform
Context and motivation
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ASSESSMENT
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• Bidirectional approach
–Managerial strategy for project vision
– Technical strategy for project running
Assessment
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• Self – service
Assessment
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START THE GAME
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Start the game
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Start the game
• ~ 2TB data
• 766 sites
• ~ 400 Migration leaders
• ~ 6 months
• ~ 3 technical staff
• 1 inbox
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• eRoom structure–Community
• Facility– Room
» Folder• Files
• Databases
• files
» Databases• Folders
• Files
• Files
Start the game
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Start the game
• Folder Names and File Names limitations
– " # % & * : < > ? \ / { | } ~
– File names > 128 characters
–Period character (.) usage
–period character consecutively "file..name.docx"
–period character at the end of a file name
– start a file name with the period character
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Start the game
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SINGLE POINT OF MANAGEMENT
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Single Point of Management
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=IF(AND([Step1: Clean up]="Done!",Workshop="Yes",[Step2: New 2connect]="Done!",[Step3: Move content]="Done!",[Step4: Verify content]="Done!",[Step5: Permissions]="Done!",[Step6: Feedback]="Yes"),1,(IF(AND([Step1: Clean up]="Done!",Workshop="Yes",[Step2: New 2connect]="Done!",[Step3: Move content]="Done!",[Step4: Verify content]="Done!",[Step5: Permissions]="Done!"),0.9,(IF(AND([Step1: Clean up]="Done!",Workshop="Yes",[Step2: New 2connect]="Done!",[Step3: Move content]="Done!",[Step4: Verify content]="Done!"),0.8,(IF(AND([Step1: Clean up]="Done!",Workshop="Yes",[Step2: New 2connect]="Done!",[Step3: Move content]="Done!"),0.7,(IF(AND([Step1: Clean up]="Done!",Workshop="Yes",[Step2: New 2connect]="Done!"),0.4,(IF(AND([Step1: Clean up]="Done!",Workshop="Yes"),0.25,(IF(Workshop="Yes",0.1,0)))))))
=IF(OR([Final state]="To be deleted",[Final state]="Migrated"),1,IF(Workshop="Yes",0.1,0)+IF([Step1: Clean up]="Done!",0.15,0)+IF([Step2: New 2connect]="Done!",0.15,0)+IF([Step3: Move content]="Done!",0.25,0)+IF([Step4: Verify content]="Done!",0.15,0)+IF([Step5: Permissions]="Done!",0.15,0)+IF([Step6: Feedback]="Yes",0.05,0))
Single Point of Management
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• Registration for workshops– List with secondary data source
– Calculated values for Free Seats• xdXDocument:GetDOM("Workshops")/dfs:myFields/df
s:dataFields/d:SharePointListItem_RW/d:Seats[../d:Title = xdXDocument:get-DOM()/dfs:myFields/dfs:dataFields/my:SharePointListItem_RW/my:Title] -count(xdXDocument:GetDOM("eRoomWS")/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW/d:Title[. = xdXDocument:get-DOM()/dfs:myFields/dfs:dataFields/my:SharePointListItem_RW/my:Title])
Single Point of Management
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TECHNICAL ASPECTS
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• Issues in Migrating complex databases
–Attached files
–Attached folders
–Creating folders in lists/name/Attachments
Technical aspects
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• DataBase structure
–Mapping files between records
–WebDav issues in Windows 7
–AnyClient
–All files from an eroom into the same folder
–Complex database structure
Technical aspects
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Technical aspects
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REPORTING AND CLOSING STEPS
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Reporting and closing steps
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Reporting and closing steps
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• GLIT/Tieto Team
–Marian Hanganu - http://blog.salesman-pride.com/
– Thomas Trooper – Austria
• OMV/Petrom Team
Credits
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• www.emc.com
• http://office.microsoft.com/en-us/sharepoint/
• www.itgreenlight.com
• www.omv.com
• www.metalogix.com
• valygreavu.com
Additional information
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Q & A
Success consists of going from failure to failure without loss of enthusiasm. (Winston Churchill)