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Tzunami Deployer. Training. Presented by - Prabhakar Giri Tzunami Inc. Training Highlight. Content Migration – Content . Typically Microsoft Office, Adobe PDF XML documents, images, audio, video, … Reality Document streams (file contents) Metadata (content properties)

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Tzunami deployer

Tzunami Deployer

Training

Presented by -

Prabhakar Giri

Tzunami Inc.


Training highlight

Training Highlight


Content migration content

Content Migration – Content

  • Typically

    • Microsoft Office, Adobe PDF

    • XML documents, images, audio, video, …

  • Reality

    • Document streams (file contents)

    • Metadata (content properties)

    • Structure (folders)

    • Access controls (security)


Content migration content1

Content Migration – Content

Tool

Source Content Store

SharePoint Environment


Content migration processes

Content Migration – Processes

Analyzing

Planning

Modeling

Extraction

Mapping

Injection

Verification


Content migration challenges

Content Migration – Challenges

Need for Co-existence

Source/Target Architectural Differences

Often Outdated Source System

Data Volume Involved

Varying Needs


Tzunami deployer features

Tzunami Deployer Features

Tool for rapid migration and consolidation of contents from multiple sources into Microsoft SharePoint

Migrate from wide range of content sources

Content modeling

Drag and drop migration

Metadata management

Security migration

Customizable mapping

Offline simulation environment


Tzunami deployer features1

Tzunami Deployer Features

Tool for rapid migration and consolidation of contents from multiple sources into Microsoft SharePoint

Automates bulk of migration tasks

Saves time & reduces migration cost

Supports remote operations

Supports multitasking model

Supports scripted/batch migration

Ensures content consistency and accuracy at every stage


Tzunami deployer architecture

Tzunami Deployer - Architecture

Targets

Deployers

Exporters

Sources


General migration workflow

General Migration Workflow


Tzunami deployer phases

Tzunami Deployer Phases

Export to TDX

Load

eRoom

Exporting source content

View source contents

Select contents to extract

Extract to local file store

Extract metadata, hierarchy & security


Tzunami deployer phases1

Tzunami Deployer Phases

  • Loading source and target information

    • The first stage of defining a Tzunami Deployer project is to load the information that will be required for the project.

Load source content

Load target structure


Tzunami deployer phases2

Tzunami Deployer Phases

  • Perform virtual migration

    • The next stage is to simulate a migration from source to target

Deploy source content to target

Work independent of source or target

Undo and retry if needed


Tzunami deployer phases3

Tzunami Deployer Phases

  • Modeling target SharePoint structure

    • Design or modify the target SharePoint structure into which the content of the source systems will be deployed

Simulate target SharePoint

Create or modify SharePoint sites, libraries, lists, folders and security in target


Tzunami deployer phases4

Tzunami Deployer Phases

Committing the migration

Reflect changes to target SharePoint

Failsafe operation


Eroom history

eRoom - History

eRoom is an online project collaboration solution

Started in 1996 Instinctive Technology (v5), led by CEO Jeffrey Beir.

Acquired in 2002 by Documentum (v6)

Acquired in 2003 by EMC Corporation (v7) added project/customer management

Latest Version: 7.41


Eroom architecture

eRoom Architecture

Client Tier

eRoom Browser

Browser and Plug-in

eRoom Monitor

Web Development

Custom

Application

Middle Tier

eRoom Web Service

Real Time Service

IM Integration Service

Back End Server

Database

File Server

Directory Server

Email Server

Index Server

Content Server

eRoom 3 – Tier Architecture


Eroom site architecture

eRoom Site Architecture

Community - B

Community - A

Community - C

Facility C1

Facility B1

Facility A1

Facility C2

Facility B2

Facility A2

Facility C3

Facility B3

Facility A3

eRoom Z1

eRoom Y1

eRoom X1

eRoom Z2

eRoom Y2

eRoom X2

eRoom Z3

eRoom Y3

eRoom X3

eRoom 7 Site


Eroom security architecture

eRoom Security Architecture

SML

eRoom Site

CML A

Community A

CML B

Community B

CML C

External Authentication Source

Community C

Facility C3

eRoom X1

eRoom X2

eRoom X3

Coordinator

Participants

Observer

eRoom Site Security


Eroom object structure

eRoom Object Structure

eRoom Objects

Link

Note

Folder

Inbox

Database

Calendar

Announcement

File

Project Plan

Poll

Discussion


Eroom migration workflow

eRoom – Migration Workflow

Commit

Commit

Tzunami Remote

Services

Load

TDX

Export

Microsoft SharePoint Server

Database Server

eRoom Server

SharePoint Farm


Eroom to sharepoint 2010

eRoom to SharePoint 2010

Tzunami Deployer

Facilities

Rooms

Documents

Folders

Links

Databases

Mailboxes

Calendars

Discussions

Polls

Processes Databases.

Project Schedule

EMC Documentum eRoom

Mapping

Link

Facility

Facility

Facility

Note

eRoom

eRoom

eRoom

Deploy, Model & Commit

Folder

Calendar

eRoom

eRoom

eRoom

eRoom

eRoom

eRoom

Database

Tzunami Exporter

Discussion

Export

Load

Files

Poll

Inbox

Mapping


Questions

Questions

?


Setup

Setup

  • Tzunami Deployer

  • Tzunami eRoom Exporter

  • eRoom

    • Creating Community

    • Creating Facility

    • Creating eRooms

    • Setting Security

    • Creating Objects/Items


Workshop

Workshop

  • Setups

    • Tzunami Deployer

    • Tzunami eRoom Exporter

    • Remote Service

  • eRoom

    • Creating Community

    • Creating Facility

    • Creating eRooms

    • Setting Security

    • Creating Objects/Items

Migration Process


Tzunami deployer1

Tzunami Deployer

Training

Presented by

PrabhakarGiri

Tzunami Inc.


Migration process export

Migration Process- Export

Tzunami eRoom Exporter

Facilities

Rooms

Documents

Folders

Links

Databases

Mailboxes

Calendars

Discussions

Polls

Processes Databases

Project Schedule…

Link

Facility

Facility

Facility

Export

Configuration

Note

Select Content

eRoom

eRoom

eRoom

Folder

Calendar

eRoom

eRoom

eRoom

eRoom

eRoom

eRoom

Database

Filter

Discussion

Select Destination

Files

View Export Report

Poll

TDX, STDX, File Store

Inbox

Tzunami Deployer

Load

Loading Source/Target Information

Deploying

Commit

Modeling

Commit


Tzunami eroom exporter

Tzunami eRoom Exporter

Exports selected eRoom contents to TDX, STDX and FileStore

  • Pre-Requisites

    • Microsoft .NET framework 3.0

    • Must be run on eRoom Server (6 or above)

  • Can be run as standalone application or integrated with Tzunami Deployer

  • Supports command line invoking

Migration Process


Configuration general

Configuration - General

Select types of eRoom contents to export

  • Files

  • Mail Items

  • Links

    • Link as ASPX file

  • Notes

  • Discussions

  • Polls

  • Calendars

  • Databases

  • Project Plans

  • Announcements (eRoom 7 or above)

Migration Process


Configuration advanced

Configuration – Advanced

Security

Versions

Version Comments

Configure advanced export settings

Migration Process


Content selection

Content Selection

  • Select eRoom contents to export

Migration Process


Content filter

Content Filter

Set filter on eRoom contents to export

Select property

Select condition

Add/Remove condition

Migration Process


Destination

Destination

Select destination folder to store the exported contents

Save specification file to be used as template for command line export (optional)

Export Specification File

Choose destination near the root drive

Migration Process


Export

Export

Exports and save contents

Migration Process


Export report

Export Report

Migration Process


Command line export

Command Line Export

Automate bulk export

TzunamiExporter.exe [-r <ResultFile>] -s <ExportSpecificationsFile>

Non interactive mode of export

Provide export options through Specifications file

Perform batch export

Schedule export

Migration Process


Content analysis

Content Analysis

TDX

STDX

FileStore

Migration Process


Export best practices

Export – Best Practices

Export in small chunks

Organize exported data

Move dynamically through migration phases

Ensure consistency

Select Facility and Room during export to avoid confusion later in Deployer

Migration Process


Migration process loading

Migration Process– Loading

Tzunami Deployer

Loading Source/Target Information

Tzunami Exporter

Facilities

Rooms

Documents

Folders

Links

Databases

Mailboxes

Calendars

Discussions

Polls

Processes Databases

Project Schedule...

eRoom TDX

Load

Link

Facility

Facility

Facility

Export

Note

eRoom

eRoom

eRoom

Folder

Calendar

eRoom

eRoom

eRoom

eRoom

eRoom

eRoom

Database

Create a Project

Discussion

Files

Load Source TDX

Poll

Connect Target

Load Target

Inbox

Deploying

Modeling

Commit

Commit


Creating a project

Creating a Project

Stores all the information related to a particular project in a Tzunami Deployer Project

Migration Process


Loading source tdx

Loading Source (TDX)

Loads eRoom contents and structures

Migration Process


Connecting to target

Connecting to Target

Connect to the target SharePoint

Migration Process


Selecting target to load

Selecting Target to Load

Select Web Application

Select Site Collection, Sites and Items…

Migration Process


Loading target

Loading Target

Load target SharePoint structure information including sites, lists, libraries, folders, documents, items, security and metadata information.

Migration Process


Loaded project

Loaded Project

Migration Process


Loading best practices

Loading – Best Practices

  • Load only what is needed

    • Load structure and then reload desired structure for content

    • Version for target need not be loaded

Migration Process


Migration process deploying

Migration Process – Deploying

Tzunami Deployer

Deploying

Tzunami Exporter

Facilities

Rooms

Documents

Folders

Links

Databases

Mailboxes

Calendars

Discussions

Polls

Processes Databases

Project Schedule…

eRoom TDX

Load

Link

Facility

Facility

Facility

Export

Note

eRoom

eRoom

eRoom

Folder

Calendar

eRoom

eRoom

eRoom

eRoom

eRoom

Loading Source/Target Information

eRoom

Database

Discussion

Files

Deploy Options

Poll

Structure

Mapping

Inbox

Security

Filtering

Defective Items

Deployment Report

Commit

Modeling

Commit


Deploy option

Deploy Option

Deploying contents from source to target

Structure

Files

Security

Migration Process


Deploy option structure

Deploy Option – Structure

Select appropriate target

Rule engine provides auto suggestions

Migration Process


Target suggestions for eroom

Target Suggestions for eRoom


Deploy option property mapping

Deploy Option – Property Mapping

Mapping of source properties to target properties

Add missing properties

Choose not to move one or more properties to target

Export/Import mappings

Migration Process


Deploy option value mapping

Deploy Option – Value Mapping

Mapping of source property values to target property values

Map values for Choice and Boolean properties

Migration Process


Deploy option security

Deploy Option – Security

  • Map source security structure to target

Group mapping

Entity mapping

Role mapping

Migration Process


Deployment report

Deployment Report

View summary of deployment

Do not ignore warnings

Migration Process


Defective items

Defective Items

Displays all defective items that will fail to migrate if not fixed

Displays cause of the defect

Deployment verification and fixing

Fix issues before proceeding

Cancel and redeploy if needed

Migration Process


Filtering

Filtering

Filtering Source Items by Item Property

Selective Deployment

Migration Process


Deployment best practices

Deployment – Best Practices

  • Review the Deploy Reports for any warnings

  • Locate known deployment problems early

  • Keep in mind SharePoint column limitations while adding missing properties

    • When migrating Polls as Surveys, each question is represented as a property. You can add the various questions as part of the deployment process

    • For folders that contain several types of items, Tzunami recommends filtering the folders based on the eRoom Item Type property and migrating each type of item to a different list

    • Simulate multiple deployments for a source type till you find the one that suits your needs best. Use the same deployment pattern for that item type in future

Migration Process


Questions1

Questions

?


Workshop1

Workshop


Tzunami deployer2

Tzunami Deployer

Training

Presented by

Prabhakar Giri

Tzunami Inc.


Migration process modeling

Migration Process– Modeling

Tzunami Deployer

Modeling

Tzunami Exporter

Facilities

Rooms

Documents

Folders

Links

Databases

Mailboxes

Calendars

Discussions

Polls

Processes Databases

Project Schedule…

eRoom TDX

Load

Link

Facility

Facility

Facility

Export

Note

eRoom

eRoom

eRoom

Folder

Calendar

eRoom

eRoom

eRoom

eRoom

eRoom

Loading Source/Target Information

eRoom

Database

Deploying

Discussion

Files

Poll

Structure

Metadata

Inbox

SharePoint Security and Permission

Commit

Commit


Modeling structure

Modeling Structure

Design target structure (Full, Partial, Auto)

Modify or delete items in the target SharePoint structure

Sites

Lists

Folders

Items

Migration Process


Modeling metadata

Modeling Metadata

Documents and data items have associated metadata

Design/Edit/Delete metadata

Create new property sets

Duplicate property sets

Create new properties

Copy property set

Migration Process


Sharepoint security and permission

SharePoint Security and Permission

Contents can be secured at all hierarchy levels: site, list, library, folder, or item

  • Create groups

  • Assign permissions to users

  • Modify or delete groups

  • Modify permissions

  • Edit Permission Levels

  • View the Users Permissions report

  • Import/Export users

Migration Process


Modeling best practices

Modeling– Best Practices

Drag and Drop

Mass Deploy

Review the Deploy Reports for any warnings

Locate known problems

Create a web app for each Facility and the facility Rooms in it

Migration Process


Migration process committing

Migration Process- Committing

Commit

Tzunami Exporter

Tzunami Deployer

Facilities

Rooms

Documents

Folders

Links

Databases

Mailboxes

Calendars

Discussions

Polls

Processes Databases

Project Schedule…

eRoom TDX

Load

Link

Facility

Facility

Facility

Export

Note

eRoom

eRoom

eRoom

Folder

Calendar

eRoom

eRoom

eRoom

eRoom

eRoom

Loading Source/Target Information

eRoom

Database

Deploying

Discussion

Files

Modeling

Poll

Commit

Inbox

Batch Commit

Commit


Commit

Commit

Upload changes to target

Select commands to commit

Commit Now

Commit Later

Migration Process


Batch commit

Batch Commit

  • Non-interactive migration

  • Run as Command-line tool

  • Work offline from SharePoint

  • Commit operations in batch

  • Schedule commit with Windows Task Scheduler

Migration Process


Commit best practices

Commit – Best Practices

*** Check for problems before commit

Run several Deployer instances on one server

Don’t waste time, work in parallel

Avoid ex-Deployer SharePoint changes during commit

Estimate commit time

Schedule commits if necessary

Verify target after commit


Deployer advanced options

Deployer Advanced Options

Configure Tzunami Deployer behavior

General

Save

Mapping

Logging

SharePoint

Rule Engine

Auto Fixes


Deployer advance settings

Deployer – Advance Settings

Specify the path to the Custom Global Templates mapping file

Lists of Custom Domains (separated with commas (,)) to read Active Directory users and groups from


Rule engine

Rule Engine

Offers best matching suggestions during different stages of migration

Create and reuse rules to match your needs

Automate migration decisions


Rule set

Rule Set

Contains several built-in Rule Sets that define some common deployment logic schemas.

Create a Rule Set

Duplicate a Rule Set

Create a Rule in a Rule Set

Duplicate a Rule in a Rule Set

Define Conditions

Define Actions


Questions2

Questions

?


Workshop2

Workshop


Tzunami deployer3

Tzunami Deployer

Training

Presented by

PrabhakarGiri

Tzunami Inc.


Tzunami deployer remote service

Tzunami Deployer Remote Service

Tzunami Deployer

Tzunami Deployer Remote Service

Tzunami Deployer Licensing Service

Required to support remote operations on SharePoint

Can handle requests from multiple Deployers


Tzunami deployer licensing service

Tzunami Deployer Licensing Service

Provides project manager with an overview of the current license

Ability to update new licenses


Planning your migration

Planning Your Migration


Planning your migration1

Planning Your Migration

  • Divide the project into phases:

    • Development stage – 10% migration to a test environment

    • Migration POC stage – presenting partial results to the client

    • Production stage

  • Check migration results in SharePoint

  • Plan meta-data migration

  • Keep connection to the source system

  • Pre-Modeling of SharePoint

  • Plan how to use your hardware

  • Monitor your environment


Best practices

Best Practices

Source Analyzing Phase

How many items do you have in the source

Which items do you have in the source

Identify complex issues with the source

Export Phase

Export in small chunks

Organize exported data

Move dynamically through migration phases

Ensure consistency


Best practices1

Best Practices

Project Preparation Phase

  • Use a template project

  • Be organized

  • Prepare a project for Deploying

    Deploy Phase

  • Drag and Drop

  • Mass Deploy

  • Review the Deploy Reports for any warnings

  • Locate known problems


Best practices2

Best Practices

All Phases

Look-out for problems

Save the Export/Deploy/Commit reports with any warnings or errors

Notify the Tzunami Support Team on any such issues


Troubleshooting

Troubleshooting

Logs

Execution Report


Tips and tricks

Tips and Tricks

Multi select and change property

TDX Tools

Find Windows

Filter

Rule Engine

Cross domain user mapping

Find problem

Drill down reading

Delta migration


Eroom vs sp

eRoom vs. SP

Good Part

  • Similar to Raw SharePoint

    • Related Objects and Metadata

    • Has item level equivalence in SP

    • Minimal customization

      Bad Part

  • Too much flexible in terms of arranging contents and managing security

  • Hierarchical Dissimilarity with SP

    • Data items and document under same folder

    • Attachments to containers and documents

  • Column Limit issues can occur because of the need to add too many columns.

    • Add properties carefully


Questions3

Questions

?


Workshop3

Workshop


Tzunami deployer

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