rpic-cpa-webinars-migrating content data cloud · migrating your enterprise content and data into...
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Wednesday, April 24, 2019 Slide 1RPI Consultants | Learn more at www.rpic.com.
Presenters: Friday, October 4, 2019
MIGRATE YOUR DATA AND CONTENT INTO THE CLOUD
Migrating your enterprise content and data into the cloud saves valuable time and resources by off-loading time consuming tasks, maintenance responsibilities, and issue management – all while maintaining
performance and system stability.
John Marney & Michael Madsen
Wednesday, April 24, 2019 Slide 2RPI Consultants | Learn more at www.rpic.com.
UPCOMING WEBINARS & OFFICE HOURS
+ What’s New in Kofax TotalAgility 7.6- Wednesday November 6th at 11:00am CT
+ What’s New in Kofax RSO - Wednesday November 6th at 1:00pm CT
Webinars Office Hours + Perceptive Content Application Plans
- Friday, October 18 at 1:00pm CT
+ Perceptive Experience - Friday, November 15 at 1:00pm CT
Wednesday, April 24, 2019 Slide 3RPI Consultants | Learn more at www.rpic.com.
MEET YOUR PRESENTER
John MarneyManager, Solution Delivery
+ Manager of Content and Process Automation practice at RPI
+ Software automation architect of 10 years
+ AP automation guru
Wednesday, April 24, 2019 Slide 4RPI Consultants | Learn more at www.rpic.com.
MEET YOUR PRESENTER
Michael MadsenLead Consultant
+ Brainware and Content Solution Master for 6 years
+ Specializes in Back Office and Higher Education solutions
+ The office Dungeon Master (roll for initiative!)
Wednesday, April 24, 2019 Slide 5RPI Consultants | Learn more at www.rpic.com.
AGENDA
+ What is “Cloud”?
+ Content & Business Process Applications
+ Case Study: Perceptive OSMs with Azure Storage
+ Getting Started on Cloud Migration
Wednesday, April 24, 2019 Slide 6RPI Consultants | Learn more at www.rpic.com.
STATEMENT
+ Information is true, to the best of our ability, as of the creation of this webinar
+ These are constantly changing technologies which are updated almost daily
Wednesday, April 24, 2019 Slide 7RPI Consultants | Learn more at www.rpic.com.
WHAT IS “CLOUD”A quick-and-dirty analysis of the game changing technologies available on from the major players in cloud technologies.
Wednesday, April 24, 2019 Slide 8RPI Consultants | Learn more at www.rpic.com.
WHAT IS ”CLOUD”
Wednesday, April 24, 2019 Slide 9RPI Consultants | Learn more at www.rpic.com.
CLOUD INFRASTRUCTURE
+ “Bright Cloud” - Data, files, and applications distributed across multiple servers and
datacenters- Largely Linux backend- No traditional server or file systems for you to manipulate or see- Less specific application support – mostly web-based- Service-oriented
+ “Dark Cloud”- Your enterprise infrastructure on someone else’s hardware- Hosts Windows or Linux VMs to run whatever you want- Capable of blob or traditional file storage- Can map file directories to other servers or workstations
Wednesday, April 24, 2019 Slide 10RPI Consultants | Learn more at www.rpic.com.
TECHNOLOGIES
+ Blobs vs. File shares- Must support SMB 3.0 to map files directly to Windows file system- Replication, Performance, Location
+ Cloud DB vs. SQL Server- Cloud DBs are not standard relational databases, but often support a migration- Hybrid approach possible
+ Cloud Services vs. Virtual Machines- Services seek to fill gaps such as web app development, app hosting, data
management, access management- More advanced services available such as Mixed Reality, IoT, and !!!BLOCKCHAIN!!!
Wednesday, April 24, 2019 Slide 11RPI Consultants | Learn more at www.rpic.com.
PROVIDERS
+ Pure Commercial Providers - Amazon, Microsoft, Oracle, etc.
+ Mixed Consumer/Commerical- Box, DropBox, OneDrive, Google Drive, etc.
+ Private
Wednesday, April 24, 2019 Slide 12RPI Consultants | Learn more at www.rpic.com.
STRATEGIES
+ Layer 1 – File storage only - Reduce storage overhead and add redundancy and backup security
+ Layer 2 – Data and database- Layer on the next largest data storage need and introduce improved DR
+ Layer 3 – Application - Reduce need for VMs and internal infrastructure- Reduce reliance on on premise email, Active Directory, domain controllers,
etc.
+ Layer 4 – Enterprise – Series of Applications - Re-architect solutions to take advantage of all available cloud services
Wednesday, April 24, 2019 Slide 13RPI Consultants | Learn more at www.rpic.com.
CONTENT & BUSINESS PROCESS APPLICATIONS
How cloud strategies apply to your application ecosystem.
Wednesday, April 24, 2019 Slide 14RPI Consultants | Learn more at www.rpic.com.
Wednesday, April 24, 2019 Slide 15RPI Consultants | Learn more at www.rpic.com.
PERCEPTIVE CONTENT
+ Hyland Cloud (Hyland Cloud Service)- Hosting architecture for Perceptive Content- ShareBase
§ Hosted through Hyland Cloud§ Enterprise file sync and share
+ External OSM Plugin- OSM Cloud Storage- Amazon S3
Wednesday, April 24, 2019 Slide 16RPI Consultants | Learn more at www.rpic.com.
ONBASE BY HYLAND
+ Hyland Cloud (Hyland Cloud Service)- Hosting architecture for OnBase- ShareBase
§ Hosted through Hyland Cloud§ Enterprise file sync and share
Wednesday, April 24, 2019 Slide 17RPI Consultants | Learn more at www.rpic.com.
KOFAX TOTALAGILITY
+ TotalAgility Cloud (Kofax Cloud Service)- Hosted with Azure- Multi-tenant or dedicated instance SaaS
+ Microsoft Azure
+ Amazon Web Services- Not specifically called out in product documentation
Wednesday, April 24, 2019 Slide 18RPI Consultants | Learn more at www.rpic.com.
KOFAX RPA
+ No Detailed Specifications around Cloud Service Compatibility
+ Design Studio and RoboServer 10.4 for Windows- Windows 7 Enterprise, Professional, and Ultimate (32 and 64 bit)- Windows 10 Enterprise (64 bit)- Windows Server 2016- Windows Server 2018
+ Design Studio and Roboserver 10.4 for Linux- CentOS/Red Hat Enterprise Linux 7.3.1611 or later- Ubuntu 14.04 LTS- Ubuntu 16.04 LTS
Wednesday, April 24, 2019 Slide 19RPI Consultants | Learn more at www.rpic.com.
CASE STUDY:PERCEPTIVE OSM WITH AZURE
Migrate oldest files that don’t need as frequent retrieval to cloud storage
Wednesday, April 24, 2019 Slide 20RPI Consultants | Learn more at www.rpic.com.
CHALLENGE
+ High Volume of Documents
+ Managing Disc Space - Frequently adding chunks of disc space for growth
+ Manually Monitoring Adding Storage- Labor to roll out changes to the SAN
+ Retention Policies - Certain documents do not require fast storage any more but need to be
retained
Wednesday, April 24, 2019 Slide 21RPI Consultants | Learn more at www.rpic.com.
SOLUTION DESIGN
+ Azure Options - Hot v. Cold Storage- Redundancies - Geo Location - Set a quota
+ Windows Config- Map drive to Azure share- Apply user access token
+ Perceptive Config - Create new OSM and point to new Azure share- Optional: Migrate existing docs to Azure
Wednesday, April 24, 2019 Slide 22RPI Consultants | Learn more at www.rpic.com.
RESULTS
+ Performance - No noticeable difference between cloud vs. on prem retrieval
+ Maintenance - Virtually none – make sure Azure can bill a credit card- Monitor Retention Policies
+ ROI - Cost Savings - Backups Peace of Mind- Time Savings over Hardware Maintenance
Wednesday, April 24, 2019 Slide 23RPI Consultants | Learn more at www.rpic.com.
DETAILS
+ License- Azure subscription (free account, $200 credit for 30 days)- As low as $0.06/GB/Month (roughly $3/Month per 1 million documents)
§ Additional transaction fees apply
- Optional: Retention Policy Manager or similar
+ Services - ~60 hours of consulting
+ Expansion Opportunities- Easily roll on additional document types, departments, and processes- “Stretch” your SQL Server- Move all storage to Azure- Move servers to Azure
Wednesday, April 24, 2019 Slide 24RPI Consultants | Learn more at www.rpic.com.
GETTING STARTED ON YOUR CLOUD MIGRATION
Strategies to enable your move to cloud and web services
Wednesday, April 24, 2019 Slide 25RPI Consultants | Learn more at www.rpic.com.
PHASED APROACH
+ Phase 1- Move large file stores into cloud storage devices
+ Phase 2- Move data and/or databases into cloud services or cloud storage
+ Phase 3- Move applications that use the file stores or databases- Begin using cloud services for isolated business functions
+ Phase 4- Sunset VM-based applications in favor of distributed cloud services
Wednesday, April 24, 2019 Slide 26RPI Consultants | Learn more at www.rpic.com.
SECURITY
+ User Access - Account Authentication - Active Directory
+ Network - VPN- Internet Access - Ports
+ Application Services
Wednesday, April 24, 2019 Slide 27RPI Consultants | Learn more at www.rpic.com.
SUMMARY, QUESTIONS, & ADDITIONAL RESOURCES
Find out more!
Wednesday, April 24, 2019 Slide 28RPI Consultants | Learn more at www.rpic.com.
SUMMARY
+ What is “Cloud”?
+ Content & Business Process Applications
+ Case Study: Perceptive OSMs with Azure Storage
+ Getting Started on Cloud Migration
Wednesday, April 24, 2019 Slide 29RPI Consultants | Learn more at www.rpic.com.
QUESTIONS?
Wednesday, April 24, 2019 Slide 30RPI Consultants | Learn more at www.rpic.com.
UPCOMING WEBINARS & OFFICE HOURS
+ What’s New in Kofax TotalAgility 7.6- Wednesday November 6th at 11:00am CT
+ What’s New in Kofax RSO - Wednesday November 6th at 1:00pm CT
Webinars Office Hours + Perceptive Content Application Plans
- Friday, October 18 at 1:00pm CT
+ Perceptive Experience - Friday, November 15 at 1:00pm CT
Wednesday, April 24, 2019 Slide 31RPI Consultants | Learn more at www.rpic.com.
ABOUT RPI CONSULTANTS
+ 100+ Full-time Consultants- Including Project Managers & Architects
+ Based in Baltimore, MD - Additional offices in Tampa, FL, and Kansas
City, MO
+ Technical & Professional Services - Technical Strategy & Architecture - New Installations, Upgrades, & Migrations - Process Analysis, System Design, Implementation - Managed Services & Staff Augmentation - Project & Change Management
Product / Vendor Partnerships
Alliance Partner CloudSuite™ Specialized