Maximize Your OpenText Investment: Upgrades and Implementations
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Transcript of Maximize Your OpenText Investment: Upgrades and Implementations
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Three Steps To Maximize The Business Value
Of Your OpenText Investment
Upgrades and Implementation: Sample Plan: Livelink 9.7.1 to Content Server 10
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PRESENTATION OVERVIEW
} About Sierra Systems
} Upgrades and Implementation Challenges
} Approach and Methodology
} Upgrades and Implementation Best Practices
} Sample Plan: Livelink 9.7.1 to Content Server 10
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Sierra Systems delivers peak performance to our clients by offering a full range of systems integration services tailored to the unique needs of each industry
• Operates across North America with over 900 employees
• Founded and headquartered in Vancouver, Canada (1966)
• Management Consulting, Systems Integration and Application Management
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Our AMS Services
• 30 years delivering market-leading AMS solutions
• Over 100 clients deployed across a wide range of industries
• 200+ AMS certified professionals
• Flexible delivery options
• Proven approach, best practices, tools and methodologies
• Managed via a focused, enterprise wide AMS Business Unit
SMART Methodology™
Automated Tools
Best Practices
Certified Training
Programs
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Sierra’s OpenText Services
• Managed under Sierra AMS Business Unit, Center of Excellence based in Calgary, AB
• Focused on OpenText ECM Product Suite, with strong capabilities in supporting Livelink and Content Server
• Provide a mixture of on-site and remote support
• Clients in Oil & Gas, Government, Energy and Utilities
Sierra AMS SMART MethodologyTM
Strategic Resourcing
Core AMS
Co-Sourcing
Core AMS
Fully Managed Service
Core AMS
Shared Services
PeopleSoft OpenText Dynamics AX SharePoint
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Upgrade and Implementation Challenges
• Livelink’s performance is not optimal
• The current version of Livelink is approaching End of Life (EOL)
• Lack the expertise to perform the upgrade
• Unsupported legacy application compatibility
in upgraded Livelink version (ie: Content Server)
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Our Approach and Methodology
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Our Approach and Methodology
Define
Goals
Outcomes
Metrics
Validate
Business Model
Resource Plan
Skills Matrix
Technology
Infrastructure
Core Applications
Tools and Interfaces
Implement
Planning
Deployment
Transition
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Benefits
• Enhanced automation and process efficiency
• Increased leveraging of knowledge assets
• Tighter control of content use and consistency
• Improved user engagement and experience
• Better tracking of usage through enhanced auditing
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Upgrades and Implementation Best Practices
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Upgrades and Implementation Best Practices
Process
ContentPeople
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People
Issues• Disagreement on ownership
• Lack of understanding
• Lack of corporate adoption
• No in-house expertise
Recommendations• Define roles and accountabilities
• Maintain training program
• Avoid “Big Bang” type changeover
• Promote in-house SME as functional experts
Process
ContentPeople
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Process
Issues• Inefficiencies in making business decisions
• Duplication of work effort
• Lack of communication across the organization
• Poorly defined metrics
Recommendations• Active engagement within the organization
• Align resources with proper skillsets
• Distribution of shared knowledge assets
• Participation from corporate sponsors
Process
ContentPeople
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Content
Issues• Bad data
• Too much data
• Can’t find data
• Can’t share data
Recommendations• Implement data “cleansing” process
• Acquire scalable storage solutions
• Improve metadata definitions
• Validate governance model
Process
ContentPeople
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Sample Plan: LiveLink 9.7.1 to Content Server 10
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Deployment
Monitoring & Control
Download OT +Third Party Software
Review Required Patches
Deployment/Testing
8 weeks
Planning
Validate Assumptions
StakeholderAcceptance
AMS Provisioning, Service Levels, Development, Reporting
Turnover
Transition to Production
OS Configuration Changes
Install/Configure Content Server
Create Generic Access groups
Training (if required)
Synchronize Users to LDAP Data
Review Modules
Review MIME Types
Acquire Logging Admin
Acquire Licenses & Keys
Create Work Area
Setup OS +DBMSCreate Test Data
Create Test Plans
Run Test Plans
Documentation Turnover
Operation Turnover
Service desk turnover
Sample Transition and Transformation Plan
TurnoverComplete
TransitionComplete
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Sample Plan
• Validate assumptions regarding platforms, hardware, Content Server software, third party software, integration with external components
• Determine integration with non-core modules
• Review MIME types in 9.7.1 environment
• Feasibility of acquiring Logging Administration Module
• Acquisition of required of licenses and license keys
• Creation of a work area (i.e. network share) for project-related software, scripts and documentation
• Creation of VMWare environment
• Installation and configuration of operating systems
• Installation and configuration of database
Planning
Infrastructure
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Sample Plan
• Download OpenText and third-party software
• Review the patches required by each non-core and third-party module.
• Perform any needed OS software installs or configuration changes
• Installation of Content Server 10, non-core modules, third-party modules and patches
• Configuration of Content Server 10
• Creation of generic access groups for business evaluation
• Synchronize users to LDAP data
• Creation of test data and test plans. Run test plan to verify core functionality
• Provide walk through of Content Server 10 functionality
• Deliver documentation on Content Server 10’s installation, configuration and recommendations regarding ongoing maintenance
Deployment
Testing
Turnover