Documetum Upgrade

Migration & Upgrades:
Best Practice Upgrade

Pathways to EMC
Documentum 7
Copyright 2013 EMC Corporation. All rights reserved.
Safe Harbor Disclaimer
This presentation contains forward-looking statements as defined under the US

Federal Securities Laws.
EMC makes no representation and undertakes no obligations with regard to product

planning information, anticipated product characteristics, performance
specifications, or anticipated release dates (collectively, Roadmap Information).
Roadmap Information is provided by EMC as an accommodation to the recipient

solely for purposes of discussion and without intending to be bound thereby, and is
subject to change without notice.
Roadmap information is EMC Confidential Information, and is provided under the

terms, conditions and restrictions defined in the EMC Non-Disclosure Agreement in
place with your organization.
We Want to Hear Your

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Session!
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Agenda
1
Why Upgrade to Documentum 7
Planning
Tools
Scenarios
Why Upgrade to Documentum 7

Platform Innovation
Access to new Client technologies and
functionality
Maintain Supportability for Fastest
Restoration Time
Whats New in Documentum 7

Lower
TCO
Higher
TCE
Reduced resource
utilization and increased
performance via
Intelligent Session
Management
Type Caching
Enhanced
Trust &
Security
Improved Content
Intelligence via
xPlore 1.3
Private Cloud
Deployment via xMS
FIPS 140-2 Level 1

Compliance
Centralized Key
Management
AES Encryption
Upgrade for xCP 2.0:

Business User Productivity
Rich in Context
Analytics
All Available
Information
In Context
Rich and Flexible
Layouts
Personalized and Role
Based Information
Views
Upgrade for xCP 2.0:

Solution Developer Productivity
Integrated Analytics and
Discovered Metadata
Flexible UI Composition
Data Services and Data
Driven UI
Model Complex
Business Processes
Information Modeling
and Relationships
Upgrade for xCP 2.0: Mobile Devices
Safari on iPad supported

10
Documentum Support Timeline

D 7.1 - Standard
Q4 2013 Q4 2016
D 7.1 - Extended
D7.0 - Standard
Standard Support
Extended Support
Q4 2016 Q4 2018
21-Nov-12 - 30-Nov-15
D7.0 - Extended 01-Dec-15 - 30-Nov-17

D 6.7 - Standard
29-Apr-11 - 30-Apr-15
D 6.7 - Extended 01-May-15 - 30-Apr-17

D 6.6 - Standard
15-Jun-10 - 30-Jun-14
D 6.6 - Extended
D 6.5 - Standard
01-Jul-14 - 30-Jun-16
31-Jul-08 - 31-Aug-12
D 6.5 - Extended 01-Sep-12 - 31-Aug-14

D 6.0 - Standard
21-Aug-08 - 31-Aug-11
D 6.0 - Extended 01-Sep-12 - 31-Aug-13
Today
EMC makes no representation and undertakes no obligations with regard to product planning information, anticipated product characteristics, performance specifications,
or anticipated release dates (collectively, Roadmap Information). Roadmap Information is provided by EMC as an accommodation to the recipient solely for purposes of
discussion and without intending to be bound thereby, and is subject to change without notice.
11
Best Practices
Planning your
Upgrade
EMC Professional
Services Migration
Assessment
Upgrade vs. Migration
Private Cloud
OnDemand
Copyright
20132013
EMC Corporation.
All rights reserved.
Copyright
EMC Corporation.
Tools and
Programs
Scenarios
xMS for Rapid

Provisioning
Decoupling Clients
from Platform
EMC Migration Appliance
Leap Frogging
Rapid Success Programs

and Early Adopter
Programs
Multistage Acceptance
Client Pathways
Upgrade Phases
12
12
How to Upgrade: EMC Migration

Assessment
FREE, one-week Migration
Assessment from EMC IIG
Professional Services
Deployment Analysis
Optimal upgrade/migration path
Limited Time
Available through August 2013
Focus in on key applications and

complex transitions for your
enterprise
13
Terminology: Upgrade vs Migration
Upgrade
Migration
Update Documentum products

May be in-place or move to new hardware (physical/virtual)
Move Content or Services to new Infrastructure, possibly to

the Cloud
Transform or restructure Content and Metadata
More Planning and Time
14
Consider Private Cloud
Transformation Strategy
Virtualized Data Center
Leverage resources across your enterprise
Balance architecture against business demands
15
Private Cloud Deploy up to 10x faster

Predictable and repeatable implementations with automated, policy-based
provisioning (xMS)
Blueprints simplify deployments and reduce configuration errors
Rapid provisioning of Documentum products
Optimized for the private cloud
Integrated system monitoring
16
Proven TCO reduction
30 60
%
Focus
on business
requirements
Operational
excellence with enterprise

manageability
Solution
deployment with
confidence
17
Best Practices
Planning your
Upgrade
EMC Professional
Services Migration
Assessment
Private Cloud
OnDemand
Copyright
20132013
EMC Corporation.
Copyright
EMC Corporation.
Tools and
Programs
Scenarios
xMS for Rapid

Provisioning
Decoupling Clients
from Platform
Leap Frogging

and Early Adopter
Programs
Client Pathways
Upgrade Phases
18
18
xCelerated Management System (xMS)

1.0
Automatically provision &
configure Documentum and xCP
implementations
using EMC recommended best

practices
Development
Staging
Production
High Availability
D7.0 and xCP 2.0

blueprints
Content
Server
xPlore
tcServer
Windows
Windows
Windows
VMware Template
With built-in and pre-configured

VMware Hyperic monitoring
Provisioned Virtual
Environment
19
Documentum Enterprise Migration Appliance

(EMA)
Traditional API-based migration tools:
Bound by Documentum Business and Security rules
Export-Import cycle may require long engagements
EMA: New approach to migration

VMware appliance plus a methodology
1.2+ million documents / hour
Copyright
2013 EMC Corporation.
All rights
reserved.
EMC
CONFIDENTIAL
INTERNAL
USE
ONLY
20
EMA Major Use Cases

DCM to D2 LS
Customer wants to migrate a legacy

DCM application (and data) to D2
LS solution
OnDemand and
Cloning
Customer wants to move from

on-prem to off-prem; or wants to
clone and upgrade a repository
Consolidation
Customer wants to consolidate their

repository footprint, combining
smaller repositories together
21
EMC Documentum 7.0

Rapid Success Program (D7RSP)
Customer Benefits:
Participant Profile:
Upgrade Assessment
Accelerate your upgrade

or migration to D7
Must be an existing EMC customer,

partner or employee
Must be planning to move to D7 by

end of year
Must secure and commit resources to

support the project
Provide reference upon successful

deployment
Receive Enhanced
Program Support from
EMC D7 team
Share best practices in
weekly usergroup forum
Space is Limited
Register Online by: May 17, 2013
http://bit.ly/D70RSP
For more information, please contact deployment_programs@emc.com
22
Partner Migration Tools

Large EMC Partner ecosystem (over 100 partners)
which can also help with migrations and upgrades
Examples:
fme AG
EMC Certified Solution called migration-center

Highly automated, Do-It-Yourself solution, Multiple data sources
Large volume document migrations without interruption of normal
business operations
euroscript
Documentum Select Services Team (SST) partner

Proven expertise in D2 and Documentum product stack
DC Map (Document Client Migration Assessment Plan)
23
Best Practices
Planning your
Upgrade
EMC Professional
Services Migration
Assessment
Private Cloud
OnDemand
Copyright
20132013
EMC Corporation.
Copyright
EMC Corporation.
Tools and
Programs
Scenarios
xMS for Rapid

Provisioning
Decoupling Clients from

Platform
Leap Frogging

and Early Adopter
Programs
Client Pathways
Upgrade Phases
24
24
Decoupled Clients for Flexible Upgrades

D6.7 SP2
Client
D6.7
Platform
Clients
Decoupled
from Platform
Versions
D7
Platform
6.7SP2 clients are compatible with D7 Content Server
Upgrade client and server technologies separately
Protect your client investments and maintain your current user

experience
Upgrade to D7 platform to take advantage of TCO and other

improvements
25
Content Server Compatibility
26
Phased Upgrade Path to D7

xCP 1.6 SP2 (6.7 SP2)
6.7SP1
Client
6.7SP2 Client
D6.7
Platform
Upgrade Clients to 6.7 SP2

Available in Q1 2013
Webtop certification for D7
27

xCP 1.6 SP2 (6.7 SP2)
6.7SP1
Client
6.7SP2 Client
D6.7
Platform
Upgrade Clients to 6.7 SP2

D7
Platform
Upgrade Platform to D7
Directly upgrade Content Server from
6.5, 6.6 or 6.7 to 7.0
28

D2 4.1
xCP 1.6 SP2 (6.7 SP2)
6.7SP1
Client
XCP
2.0
6.7SP2 Client
D6.7
Platform
D7
Platform
Upgrade Clients to 6.7 SP2 *

Upgrade Platform to D7
Directly upgrade Content Server from
6.5, 6.6 or 6.7 to 7.0
Add New Client Solutions

Transition users to new solutions
based upon D2 or XCP 2.0
* 6.7 SP2 clients can not access xCP 2.0 data
29
Coexistence of Clients with xCP 2.0

Webtop
6.7 SP2
TaskSpace
6.7 SP2
D2 4.1
xCP 2.0
D7
Platform
No need to
migrate your
client if you
dont need to!
xCP 2.0 and 6.7 SP2 clients can run Side by Side
BUT xCP 2.0 and 6.7 SP2 clients can not share data
Interoperability will be available with Type Adoption in xCP 2.1
Copyright
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reserved.
EMC
CONFIDENTIAL
INTERNAL
USE
ONLY
30
More Client Support for D7

Today
2013
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2013
February 2013
November 2013
Webtop 6.7 SP2

TaskSpace 6.7 Sp2
Digital Asset Manager 6.5 SP6

Media Workspacee 6.5 SP5
WebPublisher 6.5 SP7
CenterStage 1.2 SP2
6.7 SP2
Q4/ 2013
Copyright
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reserved.
EMC
CONFIDENTIAL
INTERNAL
USE
ONLY
31
Leap Frog Upgrades
6.5
6.6
6.7
7.0
Content Server Installer supports in-place upgrades from 6.5 to 7.0
32
Reduce Downtime
6.7
7.x
1. Build New System in Parallel

2. Test Content Migration
Content Migration (or In
Place Upgrade)
Multipass Database
Upgrade and Validation
User Acceptance
3. System swap in quiet
period
33
Upgrade & Migration Approaches

Strategies to reduce business impact while consolidating resources
Side by Side
Minimum Impact
Separate Solutions
Separate Data
Maintain Current
Solutions
Enable New
Technology for
New Solutions
34

Content
Interop
Transitional
Different Activities
Same Data
Augment or
Facilitate Existing
Solutions
Clear User or
Application
Definitions
35

Content
Interop
Transitional
Different Activities
Same Data
Extend or
Facilitate Existing
Solutions
Clear User or
Application
Definitions
36

Migration
Disruptive
Replace Existing
Solutions
New Technology
capabilities align
with Business
Need
37
New Client Decision: D2 and/or xCP?

Criteria
D2
xCP
What technology to
consider from
Webtop?
Common customizations
Coded custom functionality
Menu configuration, search screens, property
Custom application layout, business processes,
screens, pick lists, naming rules, filing rules,
custom business logic that needs to be
pre and post document import processing, etc.
surfaced to the user interface
Business problem
Controlled documents
Content distribution
Process-centric
Information intensive
User experience
Configured
User-Personalizable
Custom
Out-of-the-box
client
Yes
No
Core functionality
Content / virtual documents / advanced

publishing
Basic workflow
Regulatory (document control)
Business processes
Case Management
Analytics/Dashboards
Documentum
Platform
Compatibility
Version 6.7 and 7.0
xCP 1.6 for 6.7 and 7.0

xCP 2.0 for 7.0
38
Content Server/xPlore Compatibility

6.6
6.7
6.7SP1
6.7SP2
D7
xPlore 1.1
Yes
Yes
xPlore 1.2
Yes
Yes
Yes
Yes
Yes
xPlore 1.3
Yes
Yes
Yes
Yes
Yes
Upgrade from 1.0 to 1.3, requires re-indexing of content

Upgrade from 1.1 or 1.2 to 1.3 does not require re-index
39
Additional Challenges
Customizations
Running
Workflows
Object ID
Retention
Recompilation
Content
Encryption
Work to remove customizations using configurability

Rebuild essential customizations in D2/xCP 2.0
Some workflows may need to be closed out
Or run old/new clients in parallel
3rd Party System Integrations, DRL references, WCM
Docbasic scripts (32bit to 64bit)

3DES to AES
Asynchronous update job
40
Phases of an Documentum Upgrade

Documentum upgrade is best
accomplished using the following phased approach
Planning phase
Development phase
Testing phase
Production phase
41
Development Environment Practices

1. Install the new version of products
2. Gain familiarity with new features and
performance aspects of the release
3. Determine steps needed to migrate
customizations
4. Test customizations in the new test installation
5. Ensure that the right hardware resources are
available
42
Practicing the Upgrade

Practice with Test / Development Environment
Practice with a cloned system to avoid the
unexpected
Test applications and customizations against realistic data

Timing information
Errors due to consistency issues
Familiarity with the upgrade procedure for backups,
installations, upgrades and restores
43
Repository Consistency Checker

Examines Docbase metadata for inconsistencies
Users & Groups
- Workflow
ACLs
- Types
Sysobjects
- Data Dictionary
Folders and Cabinets
- Lifecycle
Documents & Content Objects
Issues Warning for Referential Integrity type problems
Issues Error for corruptions
Contact Technical Support/Powerlink for resolutions
44
Testing the Upgrade

Include test cases to validate the following
Jobs
Basic Administration
Workflows
Method Server
UCF content operations
ACS
BOCS
SBOs download and compatibility
Fulltext indexing and search
Custom functionality
Involve users in testing as early as possible
45
Testing Phase
During the testing phase, you will
Test that the various products and hardware and software
infrastructure work as a system
Engage some of the stakeholders to use the system as they
normally would in production
Conduct targeted testing and benchmarks for any known
risk areas
Test and document the upgrade process
46
Production Phase
Tweak the hardware environment based on what was
learned through testing
Ensuring that all automatic tasks are complete
before upgrading
Perform the production system upgrade
Test the upgraded production system
47
Next Steps
Visit the EMC Community Network
Learn more about how EMC customers

are using the latest releases
Momentum @ EMC World 2013

Migration/Upgrade track
(5 sessions)

(e.g., Webtop to D2, DCM to D2 Life
Sciences)
D7 and xCP migration and upgrades
Move to OnDemand
Contact your solutions principal

about the free Migration Assessment
Complete the upgrade survey (next
page)
48
When are you upgrading to D7?

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Mail-in entries:
May 27, 2013
Prize Announcement:
May 31, 2013
For Official Rules: https://community.emc.com/docs/DOC-23959
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Migration & Upgrades:

Best Practice Upgrade

Copyright 2013 EMC Corporation. All rights reserved.

Safe Harbor Disclaimer

This presentation contains forward-looking statements as defined under the US

EMC makes no representation and undertakes no obligations with regard to product

Roadmap Information is provided by EMC as an accommodation to the recipient

Roadmap information is EMC Confidential Information, and is provided under the

Copyright 2013 EMC Corporation. All rights reserved.

We Want to Hear Your

Download the Momentum Mobile

OPTION 2: Complete the Survey sent via Email

Copyright 2013 EMC Corporation. All rights reserved.

Copyright 2013 EMC Corporation. All rights reserved.

Why Upgrade to Documentum 7

Copyright 2013 EMC Corporation. All rights reserved.

Why Upgrade to Documentum 7

Copyright 2013 EMC Corporation. All rights reserved.

Whats New in Documentum 7

Copyright 2013 EMC Corporation. All rights reserved.

FIPS 140-2 Level 1

Upgrade for xCP 2.0:

Copyright 2013 EMC Corporation. All rights reserved.

Upgrade for xCP 2.0:

Copyright 2013 EMC Corporation. All rights reserved.

Upgrade for xCP 2.0: Mobile Devices

Safari on iPad supported

Documentum Support Timeline

D7.0 - Extended 01-Dec-15 - 30-Nov-17

D 6.7 - Extended 01-May-15 - 30-Apr-17

D 6.5 - Extended 01-Sep-12 - 31-Aug-14

D 6.0 - Extended 01-Sep-12 - 31-Aug-13

Upgrade vs. Migration

xMS for Rapid

EMC Migration Appliance

Rapid Success Programs

How to Upgrade: EMC Migration

Focus in on key applications and

Copyright 2013 EMC Corporation. All rights reserved.

Terminology: Upgrade vs Migration

Copyright 2013 EMC Corporation. All rights reserved.

Update Documentum products

Move Content or Services to new Infrastructure, possibly to

Consider Private Cloud

Copyright 2013 EMC Corporation. All rights reserved.

Private Cloud Deploy up to 10x faster

Copyright 2013 EMC Corporation. All rights reserved.

Proven TCO reduction

Copyright 2013 EMC Corporation. All rights reserved.

excellence with enterprise

Upgrade vs. Migration

xMS for Rapid

EMC Migration Appliance

Rapid Success Programs

xCelerated Management System (xMS)

using EMC recommended best

D7.0 and xCP 2.0

With built-in and pre-configured

Copyright 2013 EMC Corporation. All rights reserved.

Documentum Enterprise Migration Appliance

EMA: New approach to migration

EMA Major Use Cases

Customer wants to migrate a legacy

Customer wants to move from