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

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Migrating from eRoom to SharePoint, a success story

Valy Greavu, MVP, Green Light, valygreavu.com, @valygreavu


Huge thanks to my “sponsors & partners”!


• Context

• Assessment

• Start the game

• Single Point of Management

• Change management

• Technical aspects

• Reporting and closing steps

Agenda (200)


CONTEXT AND MOTIVATION


• Success consists of going from failure to failure without loss of enthusiasm. (Winston Churchill)

Context and motivation


• 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



• What eRoom is?

– EMC Corporation

– eRoom Technology + Documentum

• collaborative software

• audit management

• deal management

• customer management

• project management



• 2Connect

– SharePoint 2010 Enterprise platform



ASSESSMENT


• Bidirectional approach

–Managerial strategy for project vision

– Technical strategy for project running

Assessment


• Self – service

Assessment


START THE GAME


Start the game


Start the game

• ~ 2TB data

• 766 sites

• ~ 400 Migration leaders

• ~ 6 months

• ~ 3 technical staff

• 1 inbox


• eRoom structure–Community

• Facility– Room

» Folder• Files

• Databases

• files

» Databases• Folders

• Files

• Files

Start the game


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


Start the game


SINGLE POINT OF MANAGEMENT


Single Point of Management


=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))



• 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])



TECHNICAL ASPECTS


• Issues in Migrating complex databases

–Attached files

–Attached folders

–Creating folders in lists/name/Attachments

Technical aspects


• 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


Technical aspects


REPORTING AND CLOSING STEPS


Reporting and closing steps


• GLIT/Tieto Team

–Marian Hanganu - http://blog.salesman-pride.com/

– Thomas Trooper – Austria

• OMV/Petrom Team

Credits

http://blog.salesman-pride.com/


• www.emc.com

• http://office.microsoft.com/en-us/sharepoint/

• www.itgreenlight.com

• www.omv.com

• www.metalogix.com

• valygreavu.com

Additional information

http://www.emc.com/

http://office.microsoft.com/en-us/sharepoint/

http://www.itgreenlight.com/

http://www.omv.com/

http://www.metalogix.com/

http://valygreavu.com/


Q & A

Success consists of going from failure to failure without loss of enthusiasm. (Winston Churchill)