migrating from eroom to sharepoint, a success story (valy greavu)

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Important amounts of information are circulating in big companies in order to conduct current tactical or strategic operations. Information systems implemented have a life cycle that provides functionality for a long time. However, from time to time current systems run outdated technology, so they must be replaced with others that provide more flexibility and functionality. The challenge is to ensure the transfer of data, information and functionality from an old system to another. The subject of this presentation is to expose a success story in migrating data and information within the company OMV/Petrom, which involved the transfer of information content of the eRoom document management system to SharePoint 2010. We detail the design stages of migration, triggering the process, its performance and the effective closure of the old platform. Each stage has a certain specific technical and managerial course also incidents that were successfully overcome in a project conducted over a year.

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  • 1.Premium community conference on Microsoft technologies itcampro@ itcamp14# Migrating from eRoom to SharePoint, a success story Valy Greavu, MVP, Green Light, valygreavu.com, @valygreavu

2. Premium community conference on Microsoft technologies itcampro@ itcamp14# Huge thanks to my sponsors & partners! 3. Premium community conference on Microsoft technologies itcampro@ itcamp14# Context Assessment Start the game Single Point of Management Change management Technical aspects Reporting and closing steps Agenda (200) 4. Premium community conference on Microsoft technologies itcampro@ itcamp14# CONTEXT AND MOTIVATION 5. Premium community conference on Microsoft technologies itcampro@ itcamp14# Success consists of going from failure to failure without loss of enthusiasm. (Winston Churchill) Context and motivation 6. Premium community conference on Microsoft technologies itcampro@ itcamp14# 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 7. Premium community conference on Microsoft technologies itcampro@ itcamp14# What eRoom is? EMC Corporation eRoom Technology + Documentum collaborative software audit management deal management customer management project management Context and motivation 8. Premium community conference on Microsoft technologies itcampro@ itcamp14# 2Connect SharePoint 2010 Enterprise platform Context and motivation 9. Premium community conference on Microsoft technologies itcampro@ itcamp14# ASSESSMENT 10. Premium community conference on Microsoft technologies itcampro@ itcamp14# Bidirectional approach Managerial strategy for project vision Technical strategy for project running Assessment 11. Premium community conference on Microsoft technologies itcampro@ itcamp14# Self service Assessment 12. Premium community conference on Microsoft technologies itcampro@ itcamp14# START THE GAME 13. Premium community conference on Microsoft technologies itcampro@ itcamp14# Start the game 14. Premium community conference on Microsoft technologies itcampro@ itcamp14# Start the game ~ 2TB data 766 sites ~ 400 Migration leaders ~ 6 months ~ 3 technical staff 1 inbox 15. Premium community conference on Microsoft technologies itcampro@ itcamp14# eRoom structure Community Facility Room Folder Files Databases files Databases Folders Files Files Start the game 16. Premium community conference on Microsoft technologies itcampro@ itcamp14# 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 17. Premium community conference on Microsoft technologies itcampro@ itcamp14# Start the game 18. Premium community conference on Microsoft technologies itcampro@ itcamp14# SINGLE POINT OF MANAGEMENT 19. Premium community conference on Microsoft technologies itcampro@ itcamp14# Single Point of Management 20. Premium community conference on Microsoft technologies itcampro@ itcamp14# =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="Y es",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 21. Premium community conference on Microsoft technologies itcampro@ itcamp14# 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:Titl e = xdXDocument:get- DOM()/dfs:myFields/dfs:dataFields/my:SharePointListI tem_RW/my:Title] - count(xdXDocument:GetDOM("eRoomWS")/dfs:myFie lds/dfs:dataFields/d:SharePointListItem_RW/d:Title[. = xdXDocument:get- DOM()/dfs:myFields/dfs:dataFields/my:SharePointListI tem_RW/my:Title]) Single Point of Management 22. Premium community conference on Microsoft technologies itcampro@ itcamp14# TECHNICAL ASPECTS 23. Premium community conference on Microsoft technologies itcampro@ itcamp14# Issues in Migrating complex databases Attached files Attached folders Creating folders in lists/name/Attachments Technical aspects 24. Premium community conference on Microsoft technologies itcampro@ itcamp14# 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 25. Premium community conference on Microsoft technologies itcampro@ itcamp14# Technical aspects 26. Premium community conference on Microsoft technologies itcampro@ itcamp14# REPORTING AND CLOSING STEPS 27. Premium community conference on Microsoft technologies itcampro@ itcamp14# Reporting and closing steps 28. Premium community conference on Microsoft technologies itcampro@ itcamp14# Reporting and closing steps 29. Premium community conference on Microsoft technologies itcampro@ itcamp14# GLIT/Tieto Team Marian Hanganu - http://blog.salesman- pride.com/ Thomas Trooper Austria OMV/Petrom Team Credits 30. Premium community conference on Microsoft technologies itcampro@ itcamp14# www.emc.com http://office.microsoft.com/en- us/sharepoint/ www.itgreenlight.com www.omv.com www.metalogix.com valygreavu.com Additional information 31. Premium community conference on Microsoft technologies itcampro@ itcamp14# Q & A Success consists of going from failure to failure without loss of enthusiasm. (Winston Churchill)